There is a typical workstation install that automatically sets up a full development and test environment, described in the 'Full development environment install' section of the Inst
The alternative is to manually install the MDM Workbench for MDM configuration and development, and an Operational Server for test purposes. In this example I will install a full development and test environment on Windows, using a DB2 database. The instructions below assume that you do not have any of the prerequisite software installed but, if you do, just skip the relevant steps.
To avoid problems with path lengths, special characters, or Windows virtualised directories, I installed all the software under a C:\IBM directory.
This blog post is accompanied by a seri
Downloading and extracting install images
These are all the install images I downloaded. See the Down
Important: If you are about to install MDM but downloaded the install images before 17th October 2013, you must download the product refresh first.
Important: The workbench install will fail if the .tar.gz install images are extracted using WinZip. So far it looks like the Download Director unpack option, WinRAR, and 7-Zip all work but please leave a comment if you have problems with any unzip tools and I'll update the list.
IBM Installation Manager V1.6.0
This is required to install everything except DB2.
Part number: CIM7CML
DB2 Enterprise Server Edition V10.1
I used fix pack 2 to install DB2, available via the DB2
Part number: CI6WEML
Installation Startup Toolkit
This provides the scripts required to create an MDM database.
Part number: CIR9WML
Master Data Management Standard & Advanced Edition
This is the actual MDM Operational Server install.
Part numbers: CIR9NML, CIR9PML, CIR9QML, CIR9RML, CIR9SML
Master Data Management Workbench Standard & Advanced Edition
This is the Rational based workbench used to configure and develop MDM solutions.
Part numbers: CIR9TML, CIR9UML, CIR9VML
Rational Application Developer for WebSphere Software V8.5.1
I installed the workbench into Rational Application Developer but you could use Rational Software Architect for WebSphere Software instead. In either case you need at least version 8.5.1, however there is a know
Part numbers: CIE5FML, CIE5GML, CIE5HML, CIE5IML
WebSphere Application Server V188.8.131.52
The minimum version required is 8.5.0 fix pack 2, otherwise the install verification tests will fail. I down
Part numbers: CI6XNML, CI6XPML, CI6XQML
Installing Installation Manager
I ran install.exe to install Installation Manager in GUI mode. After installing Installation Manager you can add the required repositories individually before you run each install, as I did in the video series, or you can add all the repositories in one go as follows.
Create a repository.config file in the directory where you extracted the install images. Copy and paste in this content:
Edit any paths based on the directories you used before saving the file. Now you can add this single repository using the Installation Manager repository preferences and all the packages will show up on the install page.
For more information about Installation Manager, see the Inst
Note: you may have seen a suggestion to alter Installation Manager's agent data location using the cic.appDataLocation configuration setting, however it is not typically necessary, or a good idea, to change this setting.
Installing the workbench
Installing the workbench is straightforward once you've added the Rational Application Developer and workbench repositories to Installation Manager. Pick a suitable install location, for example C:\IBM\SDP, and you can accept the defaults for everything else.
In the MDM
Installing Operational Server prereqs
Before installing the MDM operational server, you need to install DB2 Enterprise Server Edition version 10.1 and WebSphere Application Server 184.108.40.206. In addition, the Installation Startup Toolkit provides the database scripts you'll need to create an MDM database.
You can watch how to run these installs in the MDM
Important: you must install DB2 in a directory called SQLLIB, otherwise the operational server install will not work. For example, I installed DB2 to C:\IBM\SQLLIB
I accepted most of the defaults in the DB2 install wizard, except that I chose not to enable email notifications or operating system security since this is for a development environment.
WebSphere Application Server and Installation Startup Toolkit
Both of these are installed using Installation Manager so I installed them at the same time. (You could even install them at the same time as the workbench to save time.)
Important: you must install fix pack 2 for WebSphere Application Server 8.5 otherwise the MDM install verification tests will fail.
I changed the install locations, to C:\IBM\AppServer and C:\I
Preparing to install the Operational Server
There are several advantages to manually installing a development and test environment, however the biggest disadvantage compared to a typical install is that the installer does not create an MDM database or WebSphere profile for you. Instead, you have to prep
These are the steps I followed, which are covered in the MDM
Edit SQL files
There are a couple of SQL files provided in the startup toolkit for creating an MDM database on DB2:
Both these files contain placeholders which need to be replaced with suitable values before use. These are the values I used:
Notes: Authority will be granted to the user specified by the <DBUSER> value, so this should be different to the user running the scripts. The database name is easy to specify in the installer but here I used the default. The tablespace names need to match the settings used by the installer, and the easiest way to do that for a development environment is to use the values shown above.
The following PowerShell command will fill in the placeholders and I ran it for CreateDB.sql and CreateTS.sql rather than editing the files by hand:
powershell -command "(Get-Content C:\I
After editing the SQL files, I ran them using this command in a DB2 Command Window:
db2 -v -td; -f C:\t
And the same for CreateTS.sql.
Create application server profile
I used the advanced option when creating an application server profile using the Profile Management Tool. I chose not to install the default application, gave the profile a meaningful name and picked the Development tuning setting. Administrative security must be enabled for MDM, and the advantage of creating the profile yourself is that you get to choose the username and password. If you run the Profile Management Tool as administrator, you will also be given the option to run the server process as a Windows process, which isn't necessary for a development environment.
Important: When creating a profile for use with the MDM Workbench, make sure you create it in the default location with a directory name that matches the profile name.
If you've used previous versions of the workbench, one of the first changes you'll hit is that you no longer need to run the developer environment setup tool when you create a new workspace. In version 11, no projects need to be imported into the workspace, and you use the same installer to setup a local test server on your development machine as you would to install a production system.
Full development environment install
If you have a completely clean machine, the simplest way to get started is to use the workbench typical install. This will install DB2, Rational Application Developer, and WebSphere Application Server, along with MDM Server and the workbench, i.e. everything you need for a full development and test environment in one go. Here's how to get everything ready to run a typical install...
Firstly, you'll need to download all the typical install images. The following part numbers are required for a full MDM Workbench v11 typical install:
CIM6NEN, CIM6PEN, CIR9NML, CIR9PML, CIR9QML, CIR9RML, CIR9SML, CIR9TML, CIR9UML, CIR9VML, CIE5FML, CIE5GML, CIE5HML, CIE5IML, CI6XNML, CI6XPML, CI6XQML
Important: If you are about to install MDM but downloaded the install images before 17th October 2013, you must download the product refresh first.
Once you have all the install images downloaded, the contents must be extracted into a specific dire
After extracting all the install images, open the install launchpad, which you can find in the MDM\disk1 directory (there are 32 and 64 bit versions). The typical workbench install link is right at the bottom of the launchpad:
When the install starts, you should be able to click through all the panels without changing anything:
Make sure you confirm that the IVT tests pass at the end of the install and, if they did, you're ready to start developing for MDM v11!
Note: you should change the defa
Workbench only install
If you don't want a local server to test changes on, installing the workbench is much quicker, since DB2, WebSphere Application Server and the server install are not required. In this case, you'll only need the following part numbers:
CIM7CML, CIR9TML, CIR9UML, CIR9VML, CIE5FML, CIE5GML, CIE5HML, CIE5IML
The launchpad doesn't support this scenario, so you have to install Installation Manager manually, add
Alternatively, you can use the Installation Manager command line to install Rational Application Developer and the workbench in one step. For example, assuming you extract the install images in the same structure as for a typical install:
imcl install com.
A typical install is ideal for demos or evaluating MDM but to set up developer environments I would recommend installing manually. You'll also need to do this if the typical install does not support your environment. The following blog post describes the manual install process:
There is also a wiki page with an up-to-date* list of install related information.
(* Please update it if it's not up-to-date!)
This document outlines how Physical MDM customisations can be built from source artefacts in an automated build and test system. This document does not aim to be a complete guide on this topic, but rather to point the way to how some detailed steps can be implemented using examples.
The MDM Advanced or Standard editions both include the MDM Workbench. In version 11.0 and beyond the MDM Workbench is used by solution developers to create artefacts which customise the MDM solution for the physical, virtual and hybrid implementation styles. These source code artefacts are typically built into a Composite Bundle Archive (CBA) and deployed to WebSphere where they augment the functionality already available in the MDM Server Enterprise Business Application (EBA).
A good practice amongst MDM solution developers is to create an automated build process such that customisation source code is checked-in to a code control repository, and an automated build process takes those source files and builds the CBA ready for deploying onto post-build test systems, placing built artefacts into a second repository or shared file system.
Some automated systems take this “build” concept further, by automating the deployment of such built artefacts to test systems, which in turn report back on the “health” of the build, how many tests passed and failed, and generally quickly provide valuable feedback to developers whether recent changes broke the solution or not. Project managers overseeing such projects are able to reduce project risk by adopting this continuous delivery processes, and changes to MDM solutions become more reliable and safer as a result.
To add MDM solutions to such a continuous build environment it is necessary to:
This article is mostly concerned with step #7 – building source artefacts.
2. Materials and prerequisites
This article is accompanied by a collection of example scripts. We do not intend that these are used directly, but as an example of how you may wish to implement your own automated build process.
The current solution consists of four main files:
In order for the scripts to work, the machine running the scripts needs to have the following products installed:
To run the Ant scripts the user needs to run mdm_wb_build.xml as a build file.
The script contains only the “runBuild” target.
The target checks that necessary properties, such as Eclipse Home, date and time stamps and output folder prefix are set. Provided these properties do exist, it creates a folder based on OutputFolderPrefix and date and time, within which “logs”, “CBAExport” and “workspace” folders are created.
The logs folder contains “MDM
generateDevProject: BUILD SUCCESSFUL
workspaceBuild: BUILD SUCCESSFUL
exportCBA: BUILD SUCCESSFUL
End of report.
The CBAExport folder contains all of the exported CBAs.
The workspace folder contains a local copy of build artefacts.
After the directories have been created, the script checks which operating system it is running on and sets the isLinux or isWindows property to “true” as appropriate and calls either runAnt.sh or runAnt.bat to run a headless Eclipse process. The relevant file (either the batch or the shell script) should be available by default in the bin directory in the Eclipse installation directory.
The runAnt script then sets up the log files, environment variables and runs a second script “mdm
3. Step breakdown of the automated build and test system
Given that automated building and testing of MDM solutions is a worthwhile goal, the following sections provide some guidance in some of these areas where actions specific to the MDM tools and development/build environment are necessary, and some points of discussion are presented where choices exist.
3.1 Identify the pieces of the solution which represent the “source code” for the solution.
The source code for an MDM solution will be made up of a collection of Eclipse projects and their contents. MDM development, MDM configuration, MDM hybrid mapping, MDM service tailoring, MDM custom interface, MDM metadata and other MDM-specific projects types. CBA projects will add to the list.
MDM Development projects contain a “module.mdmxmi” file, which contains a model of the customizations which the project aims to create. This file should always be considered to be source code.
At some point the mdmxmi file will be used to generate Java, XML, SQL and other file artefacts, and there are a few different approaches you can take for these files:
The current solution is to only consider files which have been manually changed as “source code”, and “generate artefacts” from the mdmxmi model as part of the automated build process itself. This approach demands that the MDM workbench tools are installed as part of the build environment, because the “generate artefacts” process that turns .mdmxmi files into other artefacts will be a necessary part of the build process.
A project “MDM
3.2 Create a source code repository.
There are many choices regarding which product to use as a source code repository and covering them is not the aim of this document.
3.3 Recognize when a consistent set of code has been checked-in, at which point a “build” is started.
This event may be triggered manually, automated overnight, or whenever a change-set is delivered to the code stream. The capturing of this event is often specific to the code control system being used, though some solution teams augment this by adding a web page that enables build requests to be manually requested.
3.4 Create a build environment.
A build environment should include RAD (or RSA) which can be called in a “headless” manner such that functionality within RAD can be used without a user-interface being present.
MDM Workbench will be required in addition to RAD to perform a complete build of “module.mdmxmi” files.
For the list of platforms that MDM Workbench v11.0 and onwards support – refer to the product release documentation.
3.5. The build environment “boot-straps” itself.
A small script is responsible for “boot-strapping” the process by it checking-out the other build scripts which in turn build the artefacts from solution developers.
3.6 The build scripts check out the artefacts from code control to the local file system.
These actions are specific to the code control system so will not be discussed further here.
3.7. The source artefacts are processed, transforming them into built artefacts.
This phase of the automated system typically consists of a hierarchy of Ant files which decomposes the overall build process into many smaller steps and “Ant targets”. The Maven framework is a common choice of technology to oversee this phase.
These Ant files can be categorized into two types:
For a detailed walkthrough of specific implementations of the build process refer to the Ant scripts provided with this blog entry.
3.8. The build process often executes “unit tests” to further validate that the solution artefacts are healthy and do what they are expected to do.
The tools and approaches used to execute unit tests vary widely dependent on technology choice. Simple Java JUnit tests offer one simple solution, which can be invoked with scripts once the tests and tested code are built.
3.9 Built artefacts are published to a repository.
Every build against which build metadata can be gathered and reported is versioned by the publish process. Build logs, unit test results and results of other tests indicating the “health” of the build are gathered and published to the repository as well.
Products such as Rational Asset Manager can be used here, or for a really basic solution a simple shared folder on a network drive may suffice.
3.10 Automated deploy and test health of overall build.
If the build is considered “good” then further automation can be added to deploy the built solution to a test environment, with higher-level tests (functional and end-to-end system tests) exercising the solution further. Such tests can also report back to the build repository on the health of each build.
The automated deployment of entire systems for testing is often one of the most complex areas of the whole continuous development process. Products such as Rational Urban Code Deploy (UCD) can be used for this stage of the process, though for some environments a set of (reasonably complex) scripts might be sufficient.
For the MDM pieces, we are mostly concerned with deploying and un-deploying SQL scripts, depl
Prior to deploying extensions to the server, it is often necessary to modify the database. This is possible using the SQL scripts found in the MDMSharedResources project in the built workspace. Rollback scripts in the same location should be applied once testing is complete to reset the database back to a known good state.
For CBA deployment, Jython scripts can be used to manipulate the WebSphere server. Detailed documentation of these steps can be found in the WebSphere documentation.
As of version 10.1, MDM is secured by default. This means that using the Web Service Explorer to test your web service will not be possible. Whilst there are many web service testing tools out there like SOAPUI, there is one that is included within the MDM Workbench that you can use, the Generic Service Client. The following steps detail how to invoke the required MDM web service :
This will then open the following editor :
The responses are saved and can be rerun, but if you want more functionality you'll probably need to look at Rational Performance Tester
MDM Application Toolkit for Product Domain
I recently had to build a product bundling process for a demo using BPM and the MDM Application Toolkit(MDMAT). Having built many business processes over the past 2 years using data from InfoSphere MDM I realized this was going to be the first one I that I was to build against the product domain of the physical engine. Using the MDMAT against the Party domain is pretty darn easy and very quickly a rich process can be built that interacts with MDM's library of web services for many different types of processes. How useful would it be for me when operating against the Product Domain, especially when a good chunk of my data was stored in Product domain XML soft specs? Well I'm pleased to say it was also very straight forward. I've written some notes below that will hopefully allow others to also find it just as easy to use the MDMAT against the product domain.
The process was to execute a search against the MDM product domain using some pre defined criteria that would allow me to pull back all products that met a certain criteria. in this case it was to retrieve a list of products that were within the 'Mobile Phone' category of the 'Channels' hierarchy, were aimed at a 'Market Segment' that was 'Affluent' had an 'Effective Date' before today's date and an 'Expiry Date' that was after todays date. This would allow me to show currently active offers on the mobile channel for Affluent customers. The 'Market Segment', 'Effective Date' and 'Expiry Date' attributes were all stored as attributes within an XML spec called 'Offer Attributes'. In the search results that come back from MDM I also needed to pull out some additional attributes that were stored within another XML spec called 'Channel Mobile Phone', these attributes were named 'Mob
Whenever I build a business process I first start by defining the variables that I will need. Since BPM applications are data driven, I find it helpful to define the data upfront and then worry about wiring them into a process at a later stage. Using the MDM Workbench I exported my MDM WSDL and imported it into Process Designer. This gives me access to my MDM Product business objects within BPM, allowing me to easily construct a ProductSearchBobj object with the criteria I need to execute my search and also create a Prod
With the objects defined I could move on to define my process flow. I created a very simple flow to suit the requirements as seen below:
I would first use the 'Configure Spec Search Criteria' node to execute a script to populate the ProductSearch object with the crieteria I needed. I would then configure the 'Retrieve all Offers' node to use the MDM Application Toolkits' Physical MDM Txn service to execute a search an return a list of Prod
With my objects defined and my process defined all I had to do was a little bit of scripting to firstly populate my search and then extract my search results to populate my displayObject. (I had already populated my MDMConnection object with my MDM server's credentials and configured the 'Retrieve all Offers' node to use the MDM Application Toolkit's Physical MDM TXn service to call an MDM 'sea
Populating the Search
I wrote a simple script in my 'Configure Spec Search Criteria' object to pass in the search criteria. I wont include the full script here, but all I had to do was create an instance of a ProductSearch object and set the following attributes:
When passed into the 'Retrieve all Offers' node my search criteria successfully results in a list of products that I am interested in being returned as a list of Prod
Extracting the spec values and populating the display object
Up until now everything I had done was pretty similar to other processes I had built, this final piece was the most challenging, in that I had never extracted values from an XML spec before within a business process. Looking at my Prod
With my spec values now populated inside my Prod
This ended up being a bit of a longer blog post then I intended (sorry JT), but hopefully it will provide you a good starter in using the MDMAT for the product domain. I really enjoyed building this process (and writing this article) as it showed me how cool the MDMAT is for helping me to build MDM centric business processes. The ability to build processes against MDM and not worry about the connection and any complexity in calling MDM Web Services saves a huge amount of time and with a little bit of script I was able to leverage the value of MDM's XML specs. if you want more information drop me an email. I'd love to hear what you are doing.
Failed to connect to the JMX port on server
When you first connect from MDM Workbench to WebSphere Application Server (AppServer) where MDM Server is installed, for example to deploy a configuration project or to run a virtual job, you might see this error:
Job Manager Error - Failed to connect to the JMX port on server
There can be several reasons why the connection might fail, for background, here is the stack you are relying on when you connect to the JMX port.
In order for the JMX port connection to be successful, you need every component in this diagram to be in a fully functioning healthy state. And yes, that means there are a lot of places you can check! As a result, it's not practical here to explain every possible area to review, but this should give you some idea of where to start investigating.
To begin, cut the problem in half: there is a message associated with blueprint virtual bridge. Look for this, and it will help you decide whether the problem is more likely to be a runtime issue (below and to the right of the blueprint virtual bridge component) or a configuration issue
1. Look for virtual bridge messages
On the Application Server where MDM is hosted, open SystemOut.log or HPEL logs: if possible restart the AppServer first to make sure you have startup messages:
When the MBean starts successfully, you will see messages like these:
Note that these messages will only appear on startup, so they may not be visible if the logs have wrapped
If you have these success messages the Blueprint virtual bridge is available for JMX requests, and everything to the right of the diagram (MPIJNI, JMS, databases, filesystems) is healthy.
In this case the likely cause of the problems is to the left of the diagram, and probably relates to a configuration issue. More information is available in section 3. When the virtual bridge has started successfully
When the MBean has not started, you see messages like this:
If you have these failure messages the Blueprint virtual bridge is not available. More information is available in the next section, 2. When the virtual bridge has not started
No messages found
If you don't find any messages relating to com.
2. When the virtual bridge has not started
When the blueprint virtual bridge has not started, the next step is to investigate potential runtime issues in one or more of the components on the right side of the diagram.
Note that you can choose whether you use a datastore or filestore for the messaging engine data store: the default is datastore (database).
There may be file system errors, these will usually be reported by the component that depends on the file system, for example the database or the JMS filestore.
In many cases you will be able to find technotes or other links on the internet with information about how to resolve the errors, or if not, contact IBM support and provide the logs that show the errors.
These related links have information about resolving blueprint errors:
3. When the virtual bridge has started successfully
Once you have found the success message, the next step is to investigate the configuration in both WebSphere Application Server and MDM Workbench.
Review the server logs for authorization errors
On the Application Server where MDM is hosted, open SystemOut.log or HPEL logs. Look for errors that reference one or more of:
Errors with any of these codes suggest that you need to re-visit the security configuration in the WebSphere Application Server administrative console, and check userid and password settings in the workbench client. Review the error messages, in many cases you will be able to find technotes or other links on the internet with information about how to resolve them, or if not, contact IBM support and provide the logs that show them.
Review the firewall settings
Verify that you can ping from the Workbench machine to the machine that hosts WebSphere Application Server and MDM Server, using your preferred ping tool.
Optionally you can use "Test Connection" from MDM Workbench, although note that in an ND configuration this tool only checks the dmgr, so it may not be the correct status for the actual server where MDM is hosted.
If you can not connect to the target MDM server, the JMX connection will not work and you need to contact your networking support team to make sure the network is available and if necessary, that appropriate firewall ports are opened.
Review the port and host configuration
This blog post details how to use the template models provided in MDM Workbench to create and deploy a new Virtual Configuration Project to an Operational Server, and then deploy the sample data supplied in the template model.
Creating a new Virtual Configuration Project
Creating a connection to the Operational Server
Deploy the new Configuration Project:
Processing and loading the sample data:
MDM –WebServices Security enablement and validating request with backend LDAP on WAS
This document is step by step documentation to setup and turn on Global security for InfoSphere MDM:
1. MDM server using LDAP on WAS Enabling Global Security for WAS BASE Edition
Log into the WebSphere admin console
Enabling Global Security for WAS ND Edition
Log into the WebSphere admin console
The port number is the port for that specific profile, server1 for that profile needs
to be started in order to access the admin console
2. Start server and rite click on server, select “Administration”, after that click on “Run administrative console
3. This will start administrative console
4. Click on Security tab and then click on the global security
5. In WAS7.x Click on Security tab in the left hand and then select Global Security under it, at rite hand side click on “Enable administrative security” By default all three security options are selected, deselect the two other options then “Enable administrative security”
6. IN WAS6.x, Click on the “Security -> Secure administration, applications, and infrastructure” then at the rite hand side click on “Standalone the LDAP registry”
7. Select Advanced Lightweight Directory Access Protocol (LDAP) user registry settings under the additional properties options group
8. Configuration of the LDAP details by filling in the required details we can get these from the administrators
9. Save the configuration by clicking on Save
10. Configure the contents taking input from the Administrators as per your client setup
11. Save the configurations by clicking on the save button
12. Once details are filled first check the connection by clicking on the test connection
13. Save the configurations by clicking on the save button
14. If the connection is tested and it is successful we can enable the security but make sure to uncheck the ‘Use java 2 security’ we don’t need this in our configuration
15. Save the configurations.
16. Save changes to master configuration. Restart the server. This will enable the global security in your WAS and it will start expecting the user authorization data name/password
17. The next step is to create the WAS security enabled MDM ear.
By default the security is enabled in the MDM ear, in case it is disabled we can ENABLE it by following the below step
On the RAD console click on ctrl+R this will open window listing all the files containing *.xmi. This will also have file having enable and disabled contents. To enable the security just copy the content in file .xmi
18. Once the security is enabled MDM.ear can be published to test our connection with proper user id and password from SOAP UI
19. The next step is to make our SOAP request changes to accept authentication data (use
20. Download the SOAPUI, and install it.
21. Start SOAPUI and select the option “New Soap UI Project” after clicking on File option
22. Now select the appropriate WSDL, depending on service, for example party related services I have select PartyService.wsdl at “C:\
23. Open appropriate service and in SOAP UI and select Aut tab at the bottom of the request :
24. This will pop up a window where we can enter the details as configured for your LDAP user details and password
25. Rite click on the SOAP request and select “Add WSS Username Token” this will pop up a window where select the “password text option“ this will generate the soap header with security information in it.
26. Fill in the remaining fields in it, it will generate the SOAP request as mentioned below.
27. Test the service with SOAP authentication containing data.
Darren Sullivan 2700057QUX Visits (1279)
Author: Geetha S Pullipaty
Product: Infosphere Master Data Management.
Other prerequisite software: IBM Business Process Manager 8.5.6 , IBM Process Designer 8.5.6, IBM Stewardship Center 11.5.0 installed and configured.
Problem: I added a new relationship type with type code “300000” in cdreltp of MDM and I have two parties with relationship created among them. The screenshot in Explore tab now is:
1. Login to IBM Process Designer with required credentials.
2. Provide edit access to this user to MDM Application Toolkit in the list of toolkits.
Make sure “Allow users to update toolkit” checkbox is checked.
3. Open MDM Application toolkit in designer.
5. Modify the script “Load Label Map”.
6. Add the following line of code at the end of the script.
7. Once done these changes, save all the modifications.
8. Take a new snapshot of MDM Application toolkit
9. Upgrade the dependency of MDM Application toolkit in MDM Stewardship Toolkit and create a new snapshot of MDM Stewardship Toolkit.
10. Upgrade the dependencies of MDM Stewardship Toolkit and MDM Application Toolkit in MDM Party Maintenance process application.
Please make sure not to miss step 9.
11. Reload Search dashboard from Process Portal and search for the same record and go to edit page. The explore tab now looks like
Doug Cowie 270005CYF0 Visits (1412)
From version 11.4 FixPack 3 the MDM Application Toolkit has a new hierarchy widget, which replaces the now deprecated MDM Tree coach view.
This new widget, the MDM Hierarchy coach view uses the latest in web visualisation technology to render hierarchies in BPM coaches. As well as using this new technology the MDM Hierarchy coach view also has a new method of interacting with the MDM operational server.
To highlight some of the new features, this post presents a step-by-step guide of how to get up and running with the new MDM Hierarchy coach view. I will assume a degree of familiarity with IBM BPM, in particular Process Designer.
Step 1: Drag and drop the MDM Hierarchy coach view from the palette onto the canvas, it is listed under the MDMAT grouping.
Switch to the configuration tab. You will notice that most of the fields have default values. In the rootNodeId field enter the values for the hierarchy and a node in the hierarchy in the format <hie
Step 2: Press the “Run” button in BPM. This will launch a browser, showing the coach you have just created. The hierarchy will be visible, and should render data if it has been set up correctly.
That is all that is required to get the MDM Hierarchy coach view up and running.
The coach view has a set of other configuration options; please see the documentation for more details on the configuration options.
The MDM Hierarchy coach view can be augmented by connecting it to a set of other coach views, which provide pop-up dialogs with additional behaviour that complements the hierarchy. These are the MDM Hierarchy Dialog Add, the MDM Hierarchy Dialog Details, the MDM Hierarchy Dialog Error and MDM Hierarchy Dialog MultiParent.
While each of these coach views can be added independently, the instructions below will guide you through adding them all.
Step 1: Adding the other coach views.
Drag and drop the MDM Hierarchy Dialog Add, the MDM Hierarchy Dialog Details, the MDM Hierarchy Dialog Error and MDM Hierarchy Dialog MultiParent on to the canvas that contains the MDM Hierarchy coach view.
Step 2: Create a new MDM_
Switch to the variables tab. Create a new Private variable, call it “events”. Change the Variable Type to MDM_
Step 3: Configure all of the widgets to use the same, shared event framework. Switch back to the Coaches view. For each coach, select it on the canvas, then select the Configuration tab at the bottom.
Locate the EventFramework configuration option; click the purple button next to the label. Then click the Select button to the right hand side. Find the variable you created in Step 2 (events) and select it. Do this for each of the widgets.
Step 4: Configure the visibility for each of the dialog coach views; this step should not be performed on the MDM Hierarchy coach view.
Select the coach view, then click the Visibility tab at the bottom. Leave source as “Value” then press the purple button next to the Visibility label. Press the Select button, then expand the events variable, expand the appropriate event, then select the visibility entry. Each of the different dialogs should be configured against its specific event. The MDM Hierarchy Dialog Add should be configured to use the addNode event; the MDM Hierarchy Dialog Details should be configured to use the nodeDetails event; the MDM Hierarchy Dialog MuliParent should be configured to use the multiParent event; the MDM Hierarchy Error Details should be configured to use the error event.
Step 5: Click the “Run” button in BPM.
The tree now has additional behaviour, if you right click on a node a pop-up dialog should now appear that will display additional data about the node. The add button on this dialog will launch the add dialog that can be used to add nodes into the hierarchy. If a node in the hierarchy has multiple parents in the hierarchy an icon indicating this is displayed to the right of the node, the MultiParent dialog will be launched if that icon is clicked and allows users to re-focus the hierarchy on the different parent nodes.
This brief post has demonstrated how to use the new MDM Hierarchy and associated coach views. In future posts more advanced topics, such as replacing the ajax service which supply the data to the hierarchy, and how to create custom widgets that use the event framework will be explored.
Doug Cowie 270005CYF0 Visits (1830)
Have you ever tried to start a BPM server on linux only to be greeted by the following incomprehensible error?