iws training architecture
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MetLife IWS 2.0 SA
www.rstn.com
Speeding your fow o Business
North America
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Training Agenda
w w w . r s t n . c o m
Introduction
ArchitectureHigher level architectureConguration walkthroughFileetCode cu!to"i#ation
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Introduction
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Architecture
System Architecture (AS-IS & HT!"#Inormation Architecture (no change#Interna$ Architecture o I%S (AS-IS & HT!"#
ramewor's sed (AS-IS & HT!"#)o*o +,p$ained & %hy )o*o
Interna$ Architecture o +ent Hand$er & +.I/ (no change#Integration with !/B (no change#
System )esign
I )esignse 0ase )iagram0$ass )iagramSe1uence )iagram (2eneric $ow#3+ST A4I
What we want to cover.
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Architecture
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System Architectire (HTML5)
I%S Serer
0ontent Serer
We$S%here
Content&ngine
We$S%here
IWS
A%%lication&ngine
B4 Serer
Ca!eAnal'#er
(roce!!&ngine
)ata5ase Serer
)*2
I%S ser%or'station
Internet &+%lorer,w- Fla!h %lugin/
IWS Client
image
iewing
I%S-speci6ceatures
reports
!/BSerer
FiletetIWSrd
(art'
!)A4 Serices
Work1ow
Ad"in
4re-re1uisiteWindow! ( and a$oveInternet &+%lorer 3 4 a$oveFla!h (la'er 50 4 a$ove6ava 7unti"e 8 and a$oveScreen re!olution 5029 + 3:;7AM 5
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)ata !ayer
)ata +ntry4oints
FiletetIWSrd
(art'
!)A4 Serices
We$!ervice
Scanning
PE 5.
!"
#E 5.
!" !"$
App$ication !ayer
IWSCa!e
Anal'#er
(roce!!&ngine
&2I@
&ventHandler
Content&ngine
System Architecture
o Change
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)ata !ayer
I
%S
Filetet
IWS
rd(art'
!)A4 Serices
PE 5.
!"
#E 5.
!"
!"$
Ca!eAnal'#er
(roce!!&ngine
Content&ngine
4o$icy Admin System
*
we5serice
data5ase
A4I
4o$icy)ata
0ase &0ontent
3u$es &)ecisions
I%S-speci6c eatures
o Change
In%ormation Architecture
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S78o 0omponent )escription
5 A%%lication &ngine Core !erver co"%onent that ho!t! =I we$a%%lication! i.e. Work%lace 9.0.2 Work%lace B
5.5.8 and Content avigator 2.0. It i! the%re!entation la'er for $oth %roce!! and content.
2 Content &ngine Core co"%onent to handle and "anage there%o!itor' of enter%ri!e content o$ect! cu!to"o$ect! and docu"ent!.
Ca!e Anal'#er For"erl' known a! (roce!! Anal'#er ,rena"ed
!ince v8/. Ca!e Anal'#er "onitor! and anal'#e!work1ow data ,(roce!! &ngine event log! andContent &ngine audit log!/ generate! chart$a!ed !tati!tical re%ort!. It u!e! @LA(technolog' of "ultidi"en!ional infor"ationanal'!i!. =% till ver!ion 8.2 Ca!e Anal'#er onl'work! with MS S?L @LA( !ervice!.
9 (roce!! &ngine (rovide! !ervice! for "anaging all a!%ect! of$u!ine!! %roce!!e! ,work1ow/ i.e. %roce!!
&i'eet comonents
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*rdParty comonents
S78o 9endor 0omponent )escription
5 I*M )*2 ,)ata$a!e/ *undled &nter%ri!e &dition ,li"ited forFileet u!e onl'/. Additional clu!teringco"%onent reDuired i.e. MS Clu!teringfor Active-(a!!ive HA. Active-Active HAreDuire! )*2 (ureScale.
2 I*M We$S%here
A%%lication Server,WAS/
*undled Standard &dition. 7eDuire!
WAS etwork )e%lo'"ent ,)/ &ditionfor High Availa$ilit'
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Hi+her 'eve' architecture
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Interna' Architecture (HTML5)
Business Serice
Ca!e Service Content Service
)ata Access /5*ect ()A/#
ser Interace
HT!"7)o*oHT!"7)o*o
Ca!e )A@ Content )A@
3+ST Serice
Ca!e Service 7&SB Content Service7&SB
@ther! )A@
S%ringM>C 7&SB Service
Hi$ernateFileet 6ava A(I
Io0
Spring
Spring
,S-( I%S
)aemon
&ventHandler
&2I@
)oc
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&ramewors (HTML5)S78o
ramewor'
)escription
1 Dojo Toolkit An open-source modular JavaScript librarydesigned to ease the rapid development of cross-platform, JavaScriptAja!-based applications and"ebsites#
2 S%ring ,IoC"odule/
S%ring E IoC "odule %rovide! con!i!tent "ean! ofconguring and "anaging 6ava o$ect! u!ing re1ectionG. It e+ternali#e the de%endenc' of
"anaged o$ect! through congura$le MLallowing 1e+i$le change! to o$ect de%endencie!,which "ethod!-o$ect! to call/ without codechange!.
$ Spring%&'()ST
An *TT+-and servlet-based frame"ork providinghooks for e!tension and customiation for "ebapplications and ()STful "eb services#
http://en.wikipedia.org/wiki/Reflection_(computer_science)http://en.wikipedia.org/wiki/Reflection_(computer_science) -
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HTML5 / !o0o ArchitectureHT!" Browser
"rowser 'oads
HTML5 we1a Java
HTML5 App
2EST%u'S
ervice
%e57App Serer
"usiness
Service
!ataAcces
sService
:; Browser re1uests or we5app 7 htm$ (3!#
.; Serer returns response
(htm$ with *aascript - do*o#
3 7ender! the =!er
Interface ,ht"l-!/3 Ca%ture! u!er entr'
,!/3 Change! the
a%%lication !tate ,!/
REST API
. client !end! A6A reDue!t to !erver
,no $row!er %age refre!h-reload/
9. Server !end! data ,6S@/to client ,directl'/
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With HBML8-)oo a%%! the "ain ht"l le with ava!cri%t ,including dooli$rar'/ i! !ent ,over htt%/ to the $row!er
HBML8-)oo a%% run! in the $row!er within the HBML8co"%liant
container
HBML8-)oo a%% ,t'%ical/ hold! client!ide $u!ine!! logic for =I.Co"%le+ $u!ine!! logic are handled in the !erver. In IWS the HBML8-)oo a%% contain! client!ide validation looku% logic to
L@* !ource! etc
)ata i! e+changed ,$etween HBML8-)oo a%% and Server directl'/ via7&SBful A(I Leverage! on the HBB(-S ,tran!%ort la'er/ to !end-receive data )ata i! con!u"ed via !erver! 7&SBful we$ !ervice !ervice ,i.e. re!%on!e in
6S@ for"at/
HBML8-)oo a%% change! !tate-=I without refre!hing the %age orreloadin the whole ht"l a e in the $row!er
HTML5 / !o0o Architecture 4 E'ained
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HBML8 E Bhe ne+t generation of HBML !u%er!eding HBML9 and HBML,5.0-5.5/. =!e! indu!tr' !tandard technologie! !uch a! HBML 6S and CSS to $uild feature rich
internet or we$ a%%lication i.e. 7ich Internet A%%lication ,7IA/. 7e%lace! the need to u!e third %art' %latfor"! or tool! !uch a! Silverlight or Fla!h.
Su%%orted $' newer ver!ion of $row!er! fro" "o!t "aor vendor!
)oo Boolkit E An o%en!ource "odular 6avaScri%t li$rar' de!igned toea!e the ra%id develo%"ent of cro!!%latfor" 6avaScri%t-Aa+$a!eda%%lication! and we$!ite!. IWS will $e $uilt u!ing the late!t ver!ion of )oo Boolkit 5. and )iit ,)oo!
world cla!! widget li$rar' for 7IA/.
)oo ,and )iit/ run! on "aor $row!er! !uch a! I& ,;E 50/ Firefo+ ,.: E 20/Safari ,8 :/ @%era ,50.80 E 52/ and Chro"e ,5 E 2:/. However, IWS willbe tested & supported on IE 9 & 10 only as a start. Note: IE 8 is lessH!"#$%opliant'(ttp:))(tl#test.%o)results)des*top.(tl,(ttp:))+bip.%o)litus).-apan: sis: /ista bit IE 2 tobe: Windows 2 bit or 34 bit IE 9 or 10
)oo Mo$ile i! fra"ework for ra%id develo%"ent of "o$ile we$ a%%licationwith a native look and feel on "odern we$kitena$led "o$ile device! !uch
More a1out HTML5 / !o0o
http://html5test.com/results/desktop.htmlhttp://html5test.com/results/desktop.htmlhttp://fmbip.com/litmus/http://fmbip.com/litmus/http://fmbip.com/litmus/http://html5test.com/results/desktop.html -
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@ne of the "o!t widel' u!ed fra"ework! Another widel' u!ed fra"ework i! ?uer'
Su%%orted $' I*M and i! the !tandard u!ed in "an' I*M we$
a%%lication!)e!ign for $etter coding Modularit' 4 AM) Loading Cla!!e! and &+ten!i$ilit' with doo-declare A!%ect! and Function to Function &vent!G .e.g. a!%ect.after ,J/
)iit =I Fra"ework
)oo Mo$ile ,for future u!e/
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Interna' Architecture 4 Event hand'er+ent4roider
L@
*&vent
(
rovider
+ent Hand$er 74rocessor
Work1ow
Statu
!=%date
7einde+
Conte
nt&vent
L@*
&ventBa$le
Hi$
ernate
We
$Service
&ventHandler
&+%ort
)u%licate
Conte
nt)A@
Ca!e)A@
(roce!!&ngine
Content&ngine
EventsProcess
Event
Cong,ML/
o Change
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3 +ents are run through a schedu$er
3 +ents are e,ecuted 5y windows 5atches
3 0on6guration 6$es are used main$yeentHand$er
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3 +ents are run through a schedu$er
3 +ents are e,ecuted 5y windows 5atches
3 0on6guration 6$es are used main$yeentHand$er
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0ommon parameters or a$$ eents=
3 0ontent - username7password to connect to i$enet
0ontent engine3 0ase - username7password to connect to i$enet 0ase
engine3 Batch - 8um5er o eents to 5e updated one time per
5atch
3 ,m$3etry - num5er o times to retry in case o error3 ws3! > %S)! ur$ In case a we5serice is used in
chec'ing or eent
EventHand'er7con%i+ %i'e
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Speci6c attri5utes per eent hand$er=
3 eentType - type or code name o the eent
3 4roider - c$ass to read rom the eent source3 Hand$er - c$ass to e,ecute certain *o5 when the eent is
captured3 5atchpdate - num5er o eents to 5e updated one time
per 5atch
3 use0ontent - speciy whether to connect to i$enet0ontent engine
3 use0ase - speciy whether to connect to i$enet 0aseengine
3 ma,3etry - num5er o times to retry in case o error3 postTas' > c$ass7tas' to 5e e,ecuted ater the hand$er is
successu$
EventHand'er7con%i+ %i'e
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Interna' Architecture 4 E$I-
o Change
Source0onnector
Target0onnector
File
S'!te"
FileS'!te"Conne
ctor
&2I@
Content)
A@
(roce!!&ngine
Content&ngine
Cong,ML/
&2)aoConnector
4ost-Tas'
C
a!eSu$"i!!ion
-Add.
)oc
Ca!e)A@
4re-Tas'
L@*L
ooku%
We$S
ervice
L@*
o Change
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3 +.I/ is run through a schedu$er
3+.I/ contains a con6guration 6$e where you can setpro6$es
3 or eery pro6$e? there is source and target connectors
3 +.I/ is run 5y windows 5atches where you can set whichpro6$e is to 5e e,ecuted
E$I-
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3 +.I/ is run through a schedu$er
3+.I/ contains a con6guration 6$e where you can setpro6$es
3 or eery pro6$e? there is source and target connectors
3 +.I/ is run 5y windows 5atches where you can set whichpro6$e is to 5e e,ecuted
E$I-
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The o$$owing con6guration are Spring ramewor'compati5$e=
3 Session /5*ect=Target
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3 3e$ease4ath - up$oad path to read 6$e?o$ders and ,m$sneeded
3 Bac'up4ath - store path to sae the 6$es
3 +rror4ath - path or 6$es that up$oad errors3 Haso$ders - where data to 5e up$oaded contain o$der
or not3 a,imum3etry - num5er o times to retry in case o
up$oad error
3 0$ass8ame - i$enet c$ass type o the o$der3 )e$imiter - de$imiter used to parse the o$der name3 ie$dSe1uence - se1uence o parameters in the o$der
name3 8ameie$d - set the name o the o$der
&2I@ Source Connector Conguration
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- 0ontains a mapping 6$e rom source to targetcon6guration
- The mapping 6$e can set the parameters o the i$eneto5*ects de6ned in the source con6guration $i'ec$assname o5*ect o the o$der
- %hen mapping is done? mu$tip$e tas's cou$d 5e de6ned
to 5e e,ecuted one 5y one; Tas' contains their ownimp$ementation c$ass and con6guration 6$e;
&2I@ Barget Connector
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#on%i+uration Wa'throu+h
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A$$ the documents that we import are directed to a o$der on theserer
Imorts
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Ater using a capture script to re$ease that document into the system? it wi$$ showup in the system in the case i it e,ists or in a new case i it doesn@t;
The system wi$$ automatica$$y generate the 5oo'mar' and +%S 6$es;0ase properties is e,tracted as usua$ rom the !/B %e5Serice;
These can 5e con6gured as we$$;
Imorts
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The con6guration 6$e is $ocated in =
0=program6$esIB%e5SphereAppSererpro6$esAppSr:insta$$edAppsn"8ode:0e$$I%S
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)ATA /)+! > 0/8TI8+
The 6e$ds part o the data mode$ is de6ning which 6e$dsshou$d 5e connected to that o5*ect; or instance this iswhat 6e$ds wi$$ show up in the 1uic' search resu$ts as5e$ow;
+ach section is a 6e$d;
3e-Inde,3 Immediate = the system immediate$y updates;3 Bac'end = an eent hand$er wi$$ update; ( we use
the eenthand$er I) that is de6ned in the 6$e;
There are three mode$s or eery % type we want to dowhich are (8B case? po$icy o$der? po$icy document#? orother types or e,amp$e (0$aim case? 0$aim o$der? 0$aimdocument#
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Search =
Fir!t 'ou congure the na"e and doct'%e the di!%la' na"e willa%%ear in the dro% down "enu for the Duick !earch.
#on%i+uration
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These are the % steps or actiities that appearor the users;
y In5o, is a specia$ 1ueue and it is con6gureddiCerent$y than the other 1ueues;
A$$ow $ist = +mpty strings means eeryone can? orwe can de6ne the set o users;
+ery 1ueue needs to 'now which data mode$shou$d pass through this step;
8ueue con%i+uration
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+ery I) in the too$s is a modu$e I)So the modu$es shou$d 5e con6gured 6rst most$y in eerything; (modu$es ne,t#+ery modu$e hae a source code (0$ass name#
Too's and modu'es con%i+uration
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So $a!icall' ever'thing i! a "odule that ha! a !ource code that i! %ointed out in the cong leand ever' %art of the "ain !creen i! li!ted there with the !uita$le conguration !et K Mo!tchange! need! a relogin if change didnt co""ence clean the cache ,ta$ K new ta$ dialogKnew window/
This con6gures what
what modu$e shou$dshow up on startup
Modu'es con%i+uration
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Add? remoe? change DI9 reasons rom the con6g 6$e as we$$;9I: reasons
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In this when we $ist case? we can open?retriee or 1uic' send a case? this wi$$ pushthe po$icy one step in the wor'fow withoutopening the case;
This is a 5utton that shows up in the $ist case
8uic Send con%i+uration
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%ho can $oc' the re$ated cases;2e'ated cases con%i+uration
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%hich 6e$ds toshow up in them5oth;
%e de6ne thehi5ernate o5*ect
and its name to 6$$the data;
Hi!tor' i! the infoattached to the ca!e.
Audit log i! infoattached to %olic'nu"$er. So thedierence a%%ear!when dierent ca!e!ha! !a"e %olic'nu"$er.
#ase History and Audit;'o+ con%i+uration
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0on6guring each type o the emai$-out options;0hoosing the deau$t su5*ect and the temp$ate or the emai$ that we want togenerate with out$oo';
Emai';out con%i+uration
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0on6guring the modu$e that shows the casecontents in the system;
Boo'mar's and +%S are stored as E!documents? so the system must 5e con6guredto read those E!s as modu$es in the system;
#ase;%i'e modu'e
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This is used to dup$icate any icrosot document aai$a5$e in a case into a 4) 6$ein the same case;
!u'icate as P!& con%i+uration
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)e6ne who can access the document? which wor'fowit 5e$ongs to? the types F etc
This wi$$ 5e sent to the import repository o$der? andthis wi$$ 5e generated
The name o the 6$e is what is5eing con6gured in the
naming section;
!ocument Imort con%i+uration
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In this section we de6ne thewor'fow and what actiities itcontains; Then we con6gure whichta5s (modu$es# shou$d appear in thiscase (wo'fow#;
So diCerent cases rom diCerentwor'fows can hae diCerent ta5s to$oad when opened;
#ase;As con%i+uration
In this we de6ne what to appear in the s'i$$pro6$e section in the too$s? and which user canset s'i$$ pro6$es;
Si'' ro%i'e con%i+uration
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rom here we can ta'e a $oo' at a$$ the ta5$es that are 5eing used 5y the system;
!" Schema
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Here are some o the important ta5$es that we might use more oten;
:; Audit trai$.; +ent (this wor's as a I/ 1ueue or a$$ the actions on the system#G; orms (there is no I or adding new orms#
; 3escan report"; 34THo$iday; S'i$$ pro6$eJ; S!AK; ser 3o$eL; ser Ta5$e:;3o$e::;9oid re1uest
!" Schema
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&i'eet
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Mou can access it rom the process con6guration conso$e;The wor%'ow 1ui'din+
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BodyWor%'ow comonents
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In this component we need to de6ne on$y two 6e$ds (this can 5econ6gured to do more 5ased on your interest o course#; Theseare NA9A c$asses;
+ach operation has parameters;
SLA comonent inte+rator
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rom the 400 wor'p$ace conso$e? we can set a$$ the 1ueues and de6ne the su5-poo$s!e%inin+ 8ueues and su1;oo's (Su1;Activity)
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i$e8et@s main menu&i'eet
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This shows a$$ the cases in the system;rom here we can rename case and rename po$icy num5er;%e can edit most$y eerything here $i'e the documents names;
This is an end-user page? we cant de6ne new cases and c$asses;
&i'eet 4 Po'icy
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This is where we canedit and create? thepreious one is to 6$$in data;
&i'eet ; Po'icy
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or e,amp$e? in the con6guration 6$e when we create a datamode$? the I) shou$d
match the I) in here to connect it to the wor'fow;
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+ery c$ass is independent$ysecure; %e can de6ne manysecurity $ee$s on eery c$assseparate$y;
Su5c$asses can inherit theparents comp$ete$y? and then wecan add new ru$es to chi$dren;(this is 5y deau$t#
%orth mentioning that the usershere shou$d 5e de6ned in the!)A4 system as we$$ (Actiedirectory#
Security
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rom here we can de6ne what happens when we setsecret;
Here we can 5ypass the system admin security ro$e? and
preent him rom seeing a certain document? haing manymar'ing sets is not rea$$y recommended 5ecause it mightoer$oad the memory 5y $oading many conditions andsecurity ru$es? it wi$$ *ust comp$icate things;
Secret documents
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These are the wor'fow components;&i'eet 4 Wor%'ow
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The process designer is where we create new wor'fow maps (!i'e isio#&i'eet 4 Wor%'ow
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%or'fow $aunch step? you can de6ne the 6e$ds;&i'eet 4 Wor%'ow
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Then we can add actiities? name them and assign them to 1ueues in the system;&i'eet 4 Wor%'ow
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%e can pass diCerent parameters rom actiity;&i'eet 4 Wor%'ow