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!)
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.
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
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
Nic Townsend 2700051ED4 Visits (7217)
MDM v11.3 leverages IBM BPM technology to provide a data stewardship framework under a single UI. However, it may be desirable to modify this UI to match the look and feel of your existing solutions. While BPM Process Designer allows you to restructure page layout with the Coach designer, the best way to modify the look and feel of a Coach is with CSS.
BPM provides three ways to alter CSS out of the box from within Process Designer:
However, there are occasions where these approaches are not suitable:
The ideal way to insert CSS into a Coach would be to load the CSS as a managed file in BPM - that way you only need to edit the managed file and all Coaches that reference the CSS would use the latest version (pending updated snapshots). Unfortunately, BPM does not offer the mechanism out of the box.
Update 05/11 - If you upload a HTML file to BPM that consists of <style> tags wrapping the CSS, you can use the "Managed File" option of the Custom HTML component to load the "HTML" CSS into the Coach. However, this does not work if the HTML file is inside a .zip archive, or if the CSS needs to reference local resources.
By using this method call, you can get a relative URL to the managed file in BPM - eg
Using the above technique, I created a HTML file containing a <script> that would create a link to the URL for a CSS file in the document's <head> element. I then used the "Managed File" option on a Custom HTML component to load the script into a Coach. This meant that my CSS file was referenced inside the <head> element.
You can use this principle to load your own custom CSS files into a Coach. Custom CSS files can be used to override BPM Coach Views or Coaches, or alternatively CSS files can be used to override the MDM Coach Views supplied with MDM V11 onwards.
As an example, I present an updated solution to:
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.
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:
From an early MDM Workbench news site, the MDM Developers community has evolved and grown to a group of over 200 members, and it would be great to take a break from the usual posts and forum discussions to find out more about some of you with a quick blog interview. Whether you're a new member or a long term contributor, please say hi and tell us a little about yourself.
Feel free to leave a comment and answer any of the following questions that resonate with you, or add your own questions instead. This is just a casual blog interview and meant to be more like a real world conversation, rather than a formal resume or biography!
For fun, and a bit of encouragement, I have a few limited edition MDM Developer community stickers to give away!
Here are a few questions to get you started:
Update: Unfortunately no one replied in time to claim the ticket that prompted this blog post. Luckily if you're one of the first to reply, you could still get one of these, much more exclusive, MDM Developers stickers!
jaylimburn 2700028UUJ Visits (6302)
Rarely do I talk to a customer about MDM without the role of Workflow being discussed within the first 10 minutes. Correct usage of Workflow when interacting with Master Data is important both for an effective Data Stewardship strategy but also to ensure that Master Data is served up to lines of business in an organized manner. IBM InfoSphere MDM provides robust Workflow capabilities out of the box that can be utilized across many domains, addressing workflow requirements for master data stewardship and governance as well as enterprise wide consumption.
Recently IBM has published some excellent information to help you understand how you have utilize MDM Workflow to improve your master data quality and enhance your enterprise processes. Check out the links below to understand how MDM Workflow can help you and your business....
IBM developerWorks explains the MDM Workflow capabilities of the InfoSphere MDM platform to Ensterprize Architects:
IBM DataMag article explains how workflow with MDM can enhance your business processes:
Mike Cobbett 11000061J8 Visits (6285)
MDM Workbench v11 is here !
With huge pride, we have just shipped the version eleven of MDM, including the new unified MDM Workbench v11. It's been nearly 2 years in the making, and represents the biggest change to the MDM tooling in recent years. In this article we outline these changes and give the reader familiar with previous MDM tools a gentle introduction to what they can expect when they get their hands on the new tools.
The main changes made for v11 workbench can broadly be categorized under the titles unification, simplification and integration.
Unification is a drive to combine the tools from the v10.1 standard edition (formerly Initiate tools) and the tools from the v10.1 advanced edition into a single set of tools which run in the same Rational Application Developer (RAD) environment. Where the tools were inconsistent, or overlap existed we adopted common approach to make sure both sets of tools work together in a unified tooling environment.
An example of unification: Consistent use of the perspectives, showing the new MDM development perspective.
We want all the tools to be simpler. We aim to cut the time it takes to get value out of the MDM platform; automating where possible to relieve solution developers of repetitive tasks and reducing the amount of knowledge needs to get something working.
Toward this goal the workbench has made these changes :
An example of the way version is simpler can be seen by comparing a version 10.1 workspace against a version 11 workspace:
"No man is an island" as the saying goes, and the same is true for products. MDM tools now play a wider role in enabling the ingestion and distribution of information in an MDM solution.
Enhancements in this area include:
For example: Our list of export wizards has been expanded to help push MDM metadata to more remote systems.
In summary, we hope you like the changes we've made to the tools, and hope you find that creating, configuring and developing an MDM solution is now quicker and easier than ever before.
For more detailed information, and a complete treatment of the MDM version 11 release, please refer to the info
InfoSphere Master Data Management operational server v11.x OSGi best practices and troubleshooting guide
Dany Drouin 270004VXKT Visits (6132)
InfoSphere Master Data Management operational server v11.x OSGi best practices and troubleshooting guide
Note: This preview only covers the initial set up of the MDM Workbench. The
The goal of this article is to show best practices and optimal development practices for developing with the InfoSphere MDM operational server. We will discuss common OSGi patterns, troubleshooting, including failures and resolution, as well as how to best deploy MDM composite bundle (CBA) extensions.
The InfoSphere MDM version v11 operational server is based on an enterprise OSGi architecture, which is modular in nature. The benefits of a modular architecture application design include reducing complexity, reducing time to delivery, and increasing serviceability. The Java EE infrastructure leveraged in previous versions of InfoSphere MDM had limited ability to enforce or encourage a modular design.
The advantage of a modular MDM application is to allow customization to be deployed without having to alter the core MDM application. Instead, customizations are attached in the form of extensions to the core MDM application. This is done using composite bundles, or CBA files.
Optimal workspace operational server configurations
The InfoSphere MDM Workbench is a tool that supports development of customizations and extensions to MDM operational server. The MDM Workbench allows you to define the desired data model and transactions and then generates the code required to implement the MDM Server extensions.
When using workbench to build and deploy your MDM customizations and extensions, there are a few workspace configurations to consider for achieving the best performance and development experience.
Developing behavior extensions for InfoSphere MDM v11
Special thanks to Stephanie Hazlewood for providing guidance as well as content for some of the sections of this article!
Many established organizations end up having unmanaged master data. It may be the result of mergers and acquisitions or due to the independent maintenance of information repositories siloed by line of business (LOB) information. In either situation, the result is the same – useful information that could be shared and consistently maintained is not. Unmanaged master data leads to data inconsistency and inaccuracy.
One of the most fundamental extension mechanisms of InfoSphere MDM allows for the modification of service behavior. These extensions are commonly referred to as behavior extensions and the incredible flexibility they provide allows for an organization to implement their own “secret sauce” to the over 700 business services provided out of the box with InfoSphere MDM. The purpose of this tutorial is to introduce you to behavior extensions and guide you through the implementation, testing, packaging and deployment of these extensions. You will be introduced to the Open Service Gateway initiative (OSGi)-based extension approach introduced in the InfoSphere MDM Workbench as of version 11.
With the release of InfoSphere MDM v11, we adopt the OSGi specification which allows, amongst many other things, extensions to be deployed in a more flexible and modular way. This document will describe a real client behavior extension scenario and step you through all of the following, required steps:
- Extension scenario outline.
- Creation of the extension project.
- Development of the extension code.
- Deployment of the extension onto the MDM server.
- Testing deployed code using remote debugging.
We will then conclude this document with the summary of what you have learned.
It is often necessary to customize an MDM implementation in order to meet your solution requirements. One of the extension capabilities InfoSphere MDM provides it the ability to implement additional business rules or logic to a particular out-of-the-box service. These types of extensions are referred to as behavior extensions, as they ultimately change the behavior of a service. In this tutorial we will create a behavior extension to the searchPerson transaction.
The searchPerson transaction is used to retrieve information about a person when provided with a set of search criteria. You can filter out the result set by active, inactive or all records that get retrieved by these criteria. Important to note is that this particular search transaction uses exact match and wildcard characters to retrieve the result set. There are separate APIs available for probabilistic searching – this service is not one of them.
Sometimes, the searchPerson transaction response may contain duplicate parties. For example, if a party contains both legal and business names which are identical, and searchPerson transaction uses last name as criteria, - the parent object will be returned twice in the response, as it will be matched by both of the names. While this behavior is acceptable in some circumstances, some cases might more filtering before it is returned. In order to do so, we will create a behavior extension, which will be responsible for processing transaction output and removing any duplicate records in the result set. The InfoSphere MDM Workbench provides us with exactly the right tools to quickly create and deploy such an extension.
Creating extension project
First, create the extension project structure using the wizards provided by MDM Workbench. Go to File -> New -> Other… and search for Development Project wizard:
If you cannot find Development Project wizard within the list, chances are the Workbench has not been installed, please verify using IBM Installation Manager.
When creating your project, make sure to specify a unique project and package names in order to avoid conflict with the existing ones:
Make sure to choose the correct server runtime for your projects, as well as unique name for the CBA project:
Note: You are allowed to choose from the existing CBAs. A single CBA can contain multiple development project bundles.
Click Finish and wait for the wizard to generate the required assets.
At this point, what we have is a skeletal InfoSphere MDM Development project that contains all of the basic facilities to help us create the desired extension. The next step is to create the extension assets and there are two ways of doing so: either by using the behavior extension wizard, or by using the model editor.
Creating a behavior extension using the extension wizard
You can create an extension using a wizard in the MDM Workbench, much like the one used to create a development project:
1. Open Behavior Extension wizard by going to File -> New -> Other… -> Behavior Extension, located under Master Data Management -> Extension folders
Note: A development projects can contain multiple extensions of various types underneath it. You might choose to use development projects to logically group extensions having a similar purpose, type or to facilitate parallel development activities.
3. Within the next window, choose a name and a description for your behavior extension. Choose a Java class name for your extension. This is the class that we will be populating with custom logic in order to achieve desired behavior. Alternatively, if you require to use an IBM Operational Decision Manager (ODM, and previously known as ILOG) rule – specify this associated parameter. ILOG/ODM rule creation is not covered as a part of this tutorial as we will implement the extension in as a Java extension.
4. Within the “Specify details of the trigger” pane, you need to specify the following parameters:
a. Trigger type:
i. ‘Action‘ will cause the behavior extension to trigger whenever chosen transaction is ran by itself or as a part of another transaction. ‘Actions’ are executed at the component level. .
ii. On the other hand, if you are looking to trigger extension only on a specific standalone transaction event (otherwise known as controller level transaction) select ‘Transaction’ trigger type.
iii. ‘Action Category’ trigger type executes behavior extension on various data actions such as add, update, view or all for extensions to be executed at the component level.
iv. ‘Transaction Category’ trigger type will kick off behavior extension when a transaction of specified type is executed, namely inquiry, persistence or all.
b. When to trigger:
i. ‘Trigger before’ will cause the behavior extension to fire of before the work of the transaction is carried out. Sometimes you will hear this referred to as a preExecute extension. It is a typically used when some sort of preparation procedure has to be executed before the rest of the transaction is carried out. An example of such scenario would be preparing data within the business object that is being persisted.
ii. ‘Trigger after’ will cause the behavior extension to run after the transaction work has carried out. Sometimes you will hear this referred to as a postExecute extension. It is typically used in the scenarios where logic implemented in the behavior extension depends on the result of the transaction. Normally any sort of asynchronous notification would be placed in a post behavior extension, as there would be no way to roll it back in case of transaction failure, if it is sent before the transaction is executed.
c. ‘Priority’ parameter indicates the order in which this behavior extension will be triggered. The lower the priority number, the higher the priority. That is, a behavior extension with priority 1 would execute first followed by behavior extension with priority 2, 3 or 4 in that order.
In our scenario we are looking to filter the response of a specific transaction,, namely searchPerson. Therefore we set the trigger type to be ‘Transaction’ with value of searchPerson. Since we are filtering the response of the transaction – we have to trigger our behavior extension after the transaction has gone through, and response became available. Lastly, in our particular example priority does not play a special role, so we will leave it at default of ‘1’.
5. After the above configuration is done, click Next and review the chosen parameters. Note that there is a checkbox at the top of the dialog, allowing you to generate the code based on the specified parameters immediately. For the purposes of this tutorial leave it checked and click Finish. The workbench will generate all of the required assets for you.
Creating a behavior extension using the model editor
If you have used the wizard approach above to create the behavior extension already, please feel free to skip ahead to the section titled, “review generated assets” that follows.
This section describes how to generate a behavior extension using the model editor. To do so, the following steps will guide you through this process:
1. Go to the development project you created earlier and open the module.mdmxmi file under the root folder of the project. Select the model tab within the opened view.
2. Right click Part
4. Now we will create a transaction event definition under behavior extension. Right-click the behavior extension, then select New - > Transaction Event.
5. Once the transaction even has been created, specify the appropriate properties:
a. Because this event is triggered on the personSearch transaction, PersonSearchEvent is appropriate. Recall that sometimes the “trigger before” behavior is referred to as “preExecute” extension.
b. Because ‘Pre’ checkbox stands for preExecute, (more specifically the behavior extension gets executed before the rest of the transaction) leave it unchecked. Similar to the wizard configuration, leave priority as ‘1’, since priority of execution does not affect this behavior extension.
c. Finally, select searchPerson as the transaction of choice by clicking Edit… -> Party -> CoreParty -> searchPerson.
After all of the above configurations are done and reviewed, go ahead and click Generate Code under the Model Actions section of the view, telling workbench to generate configured assets.
Review your generated extension code
Once either of the above methods is used, let us review the generated assets:
o EXTENSIONSET table record defines the behavior extension, its associated class best
o CDCONDITIONVALTP defines a new condition of transaction name being equal to searchPerson.
o EXTSETCONDVAL connects the above CDCONDITIONVALTP record to the behavior extension record from EXTENSIONSET. Additionally another EXTSETCONDVAL record connects CDCONDITIONVALTP with id of ‘9’, which stands for execution of behavior transaction after transaction.
Let us now move on to developing the extension code required to filter out duplicate person records from the result set returned by the searchPerson transaction.
Develop the extension code
The behavior extension skeleton and supporting configuration assets have now been generated. You add your custom logic, or behavior change, in the execute method of Pers
public void exec
// Only work with vectors in the response
// Get the response object hierarchy
// Iterate through the party search result
// objects to find duplicates
Iterator listIterator =
// We will keep the party ids of objects we've already
// processed to identify the duplicates
Vector partyIdList = new Vector();
Object o = list
if(o instanceof TCRM
String partyId = pers
// If the party id has not been seen yet, this person
// object is not a duplicate, otherwise - remove it from
// the response
Note: The above implementation is not pagination friendly and pagination will not be covered as a part of this tutorial.
Once you have compiled the code above, you will notice that some of the classes are not found and have to be imported. You cannot simply import TCRM
After recompiling the projects again, you will notice that the Part
This error is occurring because the composite bundle that contains Part
Now that all compilation problems have been resolved, we are ready to deploy our extension onto the server.
Deploying your new behavior extension to MDM
Once the implementation of the behavior extension has been developed, we are ready to deploy it onto the server. There are two steps involved into the deployment:
- Deploying code to the server.
- Executing generated SQLs to insert required metadata.
Deploying code to the server
Our customized behavior extension can be deployed to the server as a Composite Bundle Archive (CBA) as follows:
1. Make sure that the customized code has been built and then export the CBA containing the behavior extension by right clicking the CBA project and selecting ‘Export… -> OSGi Composite Bundle (CBA)’.
2. In the opened view, select Part
3. Click ‘Finish’. The CBA containing the behavior extension has now been exported to selected location.
4. At this point, we will assume that the MDM instance is up and running. Let’s open the WebSphere Administrative Console. We are looking to import our new CBA into the internal bundle repository. To do so go to Environment -> OSGi bundle repositories -> Internal bundle repository. In the opened view, click New…, choose Local file system and specify the location of the CBA we’ve exported above. Save your progress.
5. Once the CBA has been imported, attach this new bundle to the MDM application. Go to Applications -> Applications Types -> Business-level applications. Choose MDM application from the opened view. In the next open view, open the MDM .eba file.
6. We are now looking at the properties of the MDM Enterprise Bundle Archive (EBA). In order to attach our CBA, go to Additional Properties section and select Extensions for this composition unit.
7. If this is the first extension that you’ve deployed on your instance, the list of attached extensions will be empty. Let’s now click Add…, and check the CBA we’ve imported above, then click Add. Wait for the addition to complete. Save your changes.
8. You may think that we are done here, but not quite. We’ve only updated the definition of the EBA deployment by adding our extension. The MDM OSGi application itself has not been updated and even if you restart the server, your new behavior extension will not be picked up. So you must update the MDM application to the latest deployment by returning to the EBA properties view.
Before we attached our extension, the button shown above was grayed out; the comment stated that the application is up to date. But since we’ve update our application with a new extension bundle, we need to update it to the latest deployment. Go ahead and click the Update to latest deployment … button.
9. In the next view, you can see that the Part
At this point, scroll down and click Ok to proceed. It may take several minutes depending on your system hardware.
10. At this point, WebSphere will take you through three views, offering multiple information summaries of the deployments and several customization options. There is no need to customize anything, go ahead and click Next three times, followed by Finish. At this point the application will update. It may take some time; please allow 5 – 10 minutes to complete depending on underlying hardware. Once it is complete – save your changes. At this point, the MDM application has been updated to the latest deployment which includes our extension.
Now we need to deploy our custom metadata to the database. This metadata will govern the behavior of our extension in ways discussed above.
Deploy metadata onto the MDM database
As mentioned earlier in this tutorial, the Workbench generates database scripts that insert the required configuration into the metadata tables of the MDM repository. This metadata is generated based on the parameters we provided for our behavior extension as part of the Creating extension project section. In order to deploy this metadata to the database, run the database scripts listed under the resources -> sql folder that are appropriate for your database type. Conversely, if you need to remove extension from the server, you would need to run the rollback scripts provided in the same folder.
Note: In the case where some portion of the script fails, please investigate the error, because it may render the extension useless. Potential reasons for an error may include residual data from previous extension (rollback was not run when extension was removed), incorrect database schema, etc.
Once the scripts have been successfully run, you’re your behavior extension has now been successfully deployed. Restart your WebSphere server so that your new metadata gets picked up when the application runs next.
Testing deployed code using remote debugging
Now that all of the aspects of the behavior extensions have been deployed, we are ready to test it out! To do that, run a searchPerson transaction. It is required to have at least one person in the database so that you can actually search and yield a successful search result to trigger your new extension. This test will show us that the extension is successfully deployed. Once the transaction returns as successful, go to the SystemOut.log of the WebSphere server which is located under the log folder of the WebSphere profile where MDM application is deployed. If the extension has deployed correctly, due to the following line in our custom code:
You should be able to see this message in the logs:
[6/17/14 13:24:59:816 EDT] 000001b3 SystemOut O Part
Note: The log message is there for testing purposes only, and depending on the usage of the behavior extension can significantly impede performance. For that reason please make sure to remove such debugging messages or put them into fine logging level before going into production. Such as:
Configuring WebSphere Application Server debug mode
To observe the behavior of our extension more closely, put WebSphere server into the debug mode, and connect MDM Workbench to the said server in order to debug our code step by step. To put your server in debug mode:
1. Go to WebSphere Application Server administrative console, and navigate to Servers -> Server Types -> WebSphere application server -> <Name of your instance>.
2. Once in the server configuration view, take a look at Server Infrastructure section and navigate to Java and Process Management -> Process definition.
3. In the Additional Properties section, select Java Virtual Machine.
4. Once we are in the Java Virtual Machine view, navigate down to the Debug Mode checkbox, check it and provide the following settings in the Debug arguments textbox:
Note that ‘7777’ is the debug port to which the MDM Workbench will connect. Make sure this port does not conflict with any other assigned ports on the server, and set it accordingly.
5. Save configuration and restart your server. It is now running in debug mode. Note: If later you observe unexpected performance degradation and do not require debug mode any longer, make sure to take the server out of the debug mode using the same steps.
Configuring MDM Workbench to for remote debugging
Once the server is running in debug mode, we can go back to the MDM Workbench and configure it for debugging:
1. In MDM Workbench, go to Run -> Debug Configurations.
2. Within the Debug Configurations window, double click Remote Java Application. This will create a new Remote Java Application profile.
3. When configuring the Remote Java Application, lets name our configuration ‘MDM Local Instance Debug’. The Project setting does not play a role, you may leave it empty, or whatever the default populated value is. Connection Type should remain as ‘Standard (Socket Attach)’. Lastly Connection Properties should reflect the location of the MDM instance and debug port we’ve chosen above.
We will not cover other tabs because the configuration we’ve done so far is sufficient.
4. Once configuration is complete, hit Apply followed by Debug in order to attach to the MDM instance. The attach process may take a little bit of time depending on the environment. Once it is complete, go to the Debug perspective of your environment. In the debug view, you should observe the connected MDM instance if the attach was successful:
You can see above that the instance is available along with all of the threads.
5. Finally set a break point at the beginning of the behavior extension execute method and observe this breakpoint getting engaged once we run a searchPerson transaction:
6. If you have multiple TCRM
As a last point, note that we can debug both local and remote instances as described above, using Eclipse’s Remote Java Application debug capabilities.
In this tutorial we’ve gone through the steps of creating, configuring, deploying and testing a basic yet realistic behavior extension scenario for InfoSphere MDM.
We’ve covered two ways in which an extension template can be created: while the wizard option is straightforward and is preferable for a novice or a simple extension scenario, the model editor allows for more flexibility.
We’ve taken a look at the various configurations that apply to a behavior extension and outlined their effects on its execution. Additionally, we’ve covered the assets that get generated as a result of the configuration.
For the development step, we’ve created and analyzed the implementation of our behavior extension.
And finally, we’ve deployed, tested and debugged our behavior extension to make sure it performs as expected.
All of the above steps constitute a complete development process of an MDM Server behavior extension.
MDM AE pMDM with RESTful web services
Previously, interactions with MDM Operational server were possible with EJB/RMI, JMS, JAX-WS and JAX-
Possible payloads that are accepted are application/xml and application/json. JSON support was added in v11.4 FP1.
It is important to note that all REST interaction are using one RESTful service “MDMWSRESTful”, PUT method type only and accessed via URI http
The same xml request/response payload used for EJB/RMI is used for REST interactions.
For the full list of capabilities and supported request headers consult the following documentation link:
Interacting with MDMRESTful service
Here’s a sample client leveraging Apache Wink demonstrating an MDM RESTful call:
The above code will submitting an MDM xml payload and expecting back an xml response.
This is determined by the ‘Content-type’ and ‘Accept’ http header properties.
Here’s a look at a getParty xml payload and response:
The same request/response as JSON, using application/json, as both content-type and accept:
The default MDM JSON model is actually based on the core XML schema model (MDMCommon.xsd and MDMDomains.xsd). Internally, MDM will validate the JSON using these schemas.
We use a “Mapped notation” api to build the JSON. A couple things to note about this implementation:
Don’t want to write any code to test your MDM services?
Choose “PUT” as the HTTP method
curl --user "mdmadmin:mdmadmin" -X PUT
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.
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.
vwilburn 100000F865 Visits (4620)
Skip the fluff and go deep into the technical details of InfoSphere MDM. In a series we're calling MDM Tech TV, several IBM engineers catch you up on technical topics. These informal video demonstrations give you a quick taste of various features.
The three new videos complement the existing MDM videos:
vwilburn 100000F865 Visits (4535)
If you're looking for a fast path to installation, try one of our brief cookbooks. Each cookbook limits its pages to a specific scenario for Standard and Advanced Editions. That means each cookbook excludes superfluous pages and speeds you onto a simplified install experience. The following cookbooks cover key MDM scenarios:
As always, if your environment or scenario is more complex than the cookbook ones, you can find the details in the Info
Dave_Kelsey 100000BGBR Visits (4208)
No results found is a common response to a search request, but how do you detect this in your BPM process ?
A “No Results Found” situation causes an exception to be thrown which means you can detect it using an intermediate error event, but you need to be able to handle a real errors as well as a no results found which is a special kind of exception.
Here we have a simple example of a search human service which applies equally to Physical and Virtual MDM Server.
There is an intermediate error event attached to the do search nested service that calls the MDM Search integration service. The gateway decision determines whether it is a no results found or not.
To determine how to configure the decision gateway we need to have a look at the format of the exception we get when a no results found is generated and this differs slightly between virtual and physical MDM Server.
Handling a Virtual MDM Server response
A sample of part of the xml format of the exception is shown here
Here is is the reason code we are interested in. So the decision gateway configuration looks like this
The decision logic being
extracts the reason code and checks for ENOREC.
Handling Physical MDM Response
The implementation remains the same, the test within the decision gateway needs to be altered as the location of the reason code is different to virtual. In this example the reason code that is checked is applicable to a Party or Person Search, however it is possible that the reason code will be different for different types of physical search.
A sample of part of the xml format of the exception is shown here
Here we see the reason code we are interested in is nested under the <errors> tag within an < element>.
So in this case we need the decision logic to be
jaylimburn 2700028UUJ Visits (4151)
I mentioned in my developerWorks status at the middle of last year that I was working on a redbook on MDM and BPM integration. Well I am pleased to announce that this redbook has now finally been published!
The redbook titled : 'Aligning MDM and BPM for Master Data Governance, Stewardship and Enterprise processes' provides a detailed insight into the business benefits of running MDM and BPM projects side by side. It explains how combining the benefits of IBM InfoSphere MDM and IBM Business Process Manager to provide a platform for Master Data Governance and Stewardship, providing you with an industry lead
We'd love to hear what you think....
bakleks 270007PVJ3 Visits (4140)
IBM InfoSphere MDM provides a set of out-of-the-box entity processing rules, like 'partyMatch' or 'collapseParties'. These rules are extendible and this blog entry will walk through the process of extending one of them – 'col
Assuming that a development project has already been created in the workspace, code for the project has been generated and setup SQL scripts have been ran – create a new package in the project's 'src' folder (For example: 'com
Within the new class the default 'collapse' can be used by calling the 'col
The created package and Java class should then be added to the 'blueprint.xml' file present in the development project as follows:
<?xml version="1.0" encoding="UTF-8"?>
<property name="bpBundle" ref=
The following packages also need to be added to the 'manifest.mf' file of the project to export the package that contains the external rule class:
The below packages also need to be added to the 'com
Export the 'CBA' using the wizard and deploy it to the server (instructions for one of the approaches to deploying a CBA can be found here).
To make the system use the modified rule an update to the database needs to be run. Search the 'JAVAIMPL' table for an entry with the 'JAVA_CLASSNAME' of 'com
UPDATE SCHEMA.JAVAIMPL SET JAVA_CLASSNAME = 'com
Restart the server.
The next step would be to re-configure the Optimized Transparent SQL (OTS) queries. OTS queries allow the 'SELECT' statements used to retrieve data from the database to be customized and optimized for a given deployment.
The 'INQLVL' table defines the set of OTS capable entities and their associated inquiry levels. Depending on the types of the objects that will be collapsed – the appropriate 'GROUP_NAME' should be looked up. In this example we will be working with Organizations.
The values to note are 'INQLVL_ID' and 'INQLVL'. It's worth noting that the 'SELECT' statements themselves are not stored in this table, but rather are contained within 'INQLVLQUERY' table.
Each combination of Entity-Inquiry Level contains one or more 'SELECT' statements within the table. These statements are also associated with a 'BUSINESS_TX_TP_CD' value (32) which is derived from the 'CDBUSINESSTXTP' table and defines the associated query transaction.
The 'CDINQLVLQUERYTP' table defines the possible type code values for entries in the 'INQLVLQUERY' table.
'CDBUSINESSTXTP' table contains a list of available transactions and associated 'BUSINESS_TX_TP_CD' values.
The OTS queries need to be re-generated and updated to include the extended fields after the customized CBA has been deployed, otherwise those fields will be omitted from the response. The 'add' and 'update' transactions are not affected as they are not query transactions. There exists an 'updateInqLevel' transaction to re-build these queries.
For each Inquiry Level Id resolved above a single 'updateInqLevel' transaction needs to be ran against the server. The following fields need to be filled out: InquiryLevelId (from the 'INQLVL' table), Inqu
<?xml version="1.0" encoding="UTF-8"?>
The response produced will contain two unusual characteristics. Here is what it will look like:
<?xml version="1.0" encoding="UTF-8"?>
<Description>Level 4 Organization Obje
<ErrorMessage>The data submitted already exists on the database; no update appl
Because the transaction does not make any changes to the 'INQLVL' table itself – the last update date does not get changed and the transaction reports an error stating that the data has not been updated. However, the contents of the 'INQLVLQUERY' table shows that the changes have been applied and both the queries and the last update date have changed.
Custom rules should now work and transactions implementing these rules should return the contents of the default and extended fields.