Validating the Process Federation Server and federated environment configuration

Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-01-20 10:38
Multiple connection and security aspects are involved in configuring a federated environment. To help ensure that your environment is configured correctly, use the validation tool that is provided with Process Federation Server to check your settings.

About this task

To troubleshoot configuration problems in your federated environment, run the validation tool manually from a web browser.

The validation tool is based on the steps in the Process Federation Server configuration roadmap. It uses the definitions in the server.xml file to validate that the following components in the federated environment are configured correctly. For more information about the roadmap, see Roadmap: Configuring Process Federation Server and federated environments.
  • Process Federation Server can connect to all the specified LDAP servers.
    Restriction: The validation tool does not check the baseDN, bindDn, or bindPassword settings.
  • Process Federation Server can connect to all the specified data sources.
  • Process Federation Server Secure Sockets Layer (SSL) key stores are valid.
  • Process Federation Server can connect to all the specified federated systems by using the internalRestUrlPrefix property that is defined for the retrieval service. The following connection aspects are tested:
    • If an HTTPS connection is configured, the signer certificates are tested.
    • Authorization across Process Federation Server and federated systems.
    • Single-sign on (SSO) between Process Federation Server and federated systems, including propagation of LTPA cookies, for example, to validate that common domain names are configured.
  • The federated data repository service and indexing are working correctly.
  • Each federated system has a retriever defined.
  • Each federated system has an indexer defined.
  • The Process Federation Server REST service is working correctly.

Procedure

  1. Change the security for the web access of the validation tool.
    In the server.xml file, under the authorization-roles element, add or change the users in the security role that can run the tool.
    Attention: To validate connections to the federated systems, the user must be a common user across Process Federation Server and each of the federated systems.
    <authorization-roles id="com.ibm.bpm.federated.security.config.authorization">
       <security-role name="bpmadmin">
         <user name="uid=admin,o=defaultWIMFileBasedRealm"/>
       </security-role>
    </authorization-roles>
    
  2. Start the validation tool from a browser window.
    Go to https://host_name:port_number/pfs-validate/
    Where:
    host_name
    The Process Federation Server host name.
    port_number
    The Process Federation Server port number. The default port number is 9443.
  3. Validate each of the components in the federated environment by clicking the corresponding links in the tool.
    In the result page, green items passed validation successfully while red items indicate errors. For each red items, read the detailed error description, adjust the settings in the server.xml file accordingly, and run the validation tool on the component again.