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Dokumen - Tips - Hands On Lab With Emc Documentum XCP Emc World 2011
Dokumen - Tips - Hands On Lab With Emc Documentum XCP Emc World 2011
May 2011
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This lab uses the EMC Demo Cloud with single image running xCP Developer Edition 1.5.
Contents
Introductions: Presenters and brief summary of the goals (10 minutes) .................................................................. 3
Demo Cloud Access .................................................................................................................................................... 3
Part 1: Configure a call to a web service within a process ......................................................................................... 5
Step 1: Start Process Builder and create your process data model ..................................................................... 5
Step 3: Add two steps to the process .................................................................................................................. 7
Step 4: Configure the new activity templates...................................................................................................... 8
Step 5: Use Process Debugger to verify web service ......................................................................................... 11
Part 2: Modify a process in Grants Management to call the web service ............................................................... 14
Step 1: Open a process and modify the data model.......................................................................................... 14
Step 2: Add two new steps to the process. ....................................................................................................... 16
Step 3: Configure the new activity templates.................................................................................................... 18
Step 4: Display the value for Euros in a form..................................................................................................... 22
Step 5: Run the Application ............................................................................................................................... 24
Part 3: Change a Form’s Behavior with Rules........................................................................................................... 27
Step 1: Conditionally Hidden Fields ................................................................................................................... 27
Step 2: Conditionally Required Fields ................................................................................................................ 28
Part 4: Styling a TaskSpace Application .................................................................................................................... 33
Appendix A: Demo Image Setup ............................................................................................................................... 35
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This lab provides a brief introduction to xCP, the xCelerated Composition Platform. We will use the Grants
Management sample application that ships with the xCP Developer Edition as a base. The application allows for
the evaluation and management of applications for grants for funding; however, the subject matter of the
application isn’t nearly as important as the patterns used in creating it. Grants Management exemplifies many of
the best practices that can be used in building an information-centric application on xCP without coding.
The lab has three different parts. They can be completed in any order, though we suggest doing them in the
order they are presented in this manual.
In Part 1, you will use Process Builder and Forms Builder to configure a call to an external web service and use
the resulting data in a process, then display it in a form –all without writing a single line of code. In Part 2, you
will use Forms Builder to explore the ability to modify a form’s look and behavior dynamically using rules –
again, without coding. In Part 3, you’ll see how CSS can be used to modify the look and theming in a TaskSpace
application.
The underlying technologies are cool. xCP provides a model-driven, role-based, task-oriented user interface for
case-based applications. The user interface is provided by TaskSpace, underlying content management by
Content Server, process logic by Process Engine, and integrations are performed by Process Integrator.
Configuration is accomplished using the tools Process Builder, Forms Builder and TaskSpace.
Deployment of xCP was simple and documented in Appendix A. In summary you install xCP Developer Edition
1.5 and follow the post-installation configuration steps. The result is a working development environment for
xCP that includes a useful sample application.
2. In that document are two URLs – one is the address of the virtual machine you will use to perform the lab,
and another is a URL you will use during the lab itself. Copy the long URL (it’s the one that starts
http://emc.am2.demoemc.com), then open an Internet Explorer browser and paste the URL into the
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3. Click the arrow by the PC icon under Remote Access and choose Full Screen RDP.
4. If you see a popup asking if you’d like to make a Remote Desktop Connection with an Unknown Publisher,
ensure that the Clipboard checkbox is selected and click Connect.
5. After login has completed, to improve performance you should turn off the indexing service. Do this by
choosing Start Menu->Programs->Documentum->Index Server – Stop.
In Part 1, you will perform a simple integration with an external web service. The scenario is this: when a
potential Grant applicant fills out an online application, they enter the amount of their grant in US dollars.
However, some of the reviewers who need to review the application are in Europe, and they’d like to see the
value of the grant in Euros as well as dollars.
In order to build this functionality, first you’ll build a small test process that performs the web service
invocation, and then you will run that process using Process Debugger to verify that it’s working properly and
that the web service is available.
Your web service activity will call a publicly available web service to get the current exchange rate between
dollars and Euros. You’ll then use that exchange rate to convert a dollar value to Euros.
Step 1: Start Process Builder and create your process data model
In this step, you will build the data model for your process. This test process will have three variables: one to
store the dollar value, one to store the exchange rate, and one to store the Euro value.
2. Log into Process Builder as dmadmin / d3m04doc (no value is needed for domain). A new untitled process
template will be displayed.
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and then
4. You are going to add three Process Variables: one to store the value in dollars, one to store the current
exchange rate, and one to store the value in Euros. Add a variable by selecting the Process Variables node
from the Process Data tree and then clicking the “+” button.
Name the variable RequestAmountDollars and give it a type of FLOAT.
5. Repeat that process, adding two more FLOAT variables called RequestAmountEuros and ConversionRate.
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1. Add a Dynamic Web Services activity template to the process by expanding the Integration folder in the
palette of Activity templates then clicking and dragging the activity template called Dynamic Web Services.
2. Add a Process Data Mapping activity using the same click-and-drag motion.
3. Now you are going to connect the steps in the process. Select the Create Flow tool from the toolbar.
4. Now, connect the activities. Connect the “Initiate” activity to the “Dynamic Web Services” activity by clicking
on “Initiate” and dragging to “Dynamic Web Services.” Let go when you see the activity highlight. Then,
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1. Double-click on the Dynamic Web Services activity template to invoke the Activity Inspector. When you see
the Activity Inspector, click the Web Services Configuration tab.
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You will now configure the inputs to the web service. On the left side of the screen, you see your process
data model, and on the right side you see the web service interface. In this case, however, we’ll be
hardcoding the inputs to the webservice. To do that, we’ll copy a hard-coded string into each parameter.
5. Select the Copy function from the dropdown to insert the function, and then click on FromCurrency.
6. Next, double-click on the copy function icon to see the Function Editor.
7. Click the plus sign to add a new function parameter, click in the new parameter end enter USD.
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10. Click Next and configure the return value from the web service (which is the current exchange rate).
Expand SOAPBody, parameters, GetConversionRateResponse and GetConversionRateResponse in the left
column, and expand Process Data and Variables in the right column.
Add a Copy function, and then click Rate in the left column and ConversionRate in the right.
You’ve now mapped the current exchange rate into your process data. Click OK.
11. Double-click on the Process Data Mapping activity to configure it in the Activity Inspector. Select the
Process Data Mapping tab.
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13. Click on RequestAmountDollars and ConversionRate in the left column and RequestAmountEuros in the
right column. This step will now multiply the dollar amount by the exchange rate and store that value in
RequestAmountEuros. Your mapping should look like this:
1. Set breakpoints on both of your activities by selecting the Dynamic Web Services activity and then clicking
on the “hand with the red dot” icon in the toolbar. Do the same thing for the Process Data Mapping activity.
The system will indicate that the breakpoint has been set by affixing a red dot on each activity
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3. Set a value of 1000 for the RequestAmountDollars variable, and then click Enter. (If you do not click enter
before starting the workflow, the value will not be stored)
4. Click Start Workflow. The system will indicate that the workflow has started by highlighting the Dynamic
Web Services activity. The following steps might be easier if you make the debugging pane (at the bottom of
the window) bigger by dragging it upwards.
5. Click the “Step into the execution of the current activity” button on the side toolbar (see screenshot). The
system will pause while it makes the web service call (given that we are using a free web service, don’t be
surprised if this takes a long time – it sometimes took more than a minute in testing!). When it returns, the
system will display input and output messages.
6. Click on the Process Data tab. You should see that you now have a value for Conversion Rate.
Congratulations – you just called a web service, retrieved the current exchange rate, and stored it in your
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7. Click the green arrow to advance to the next step, and then click the “Step into the execution of the current
activity” button again.
8. The system will perform the multiplication and set the correct value for the Euros.
9. Congratulations! You have correctly configured a web service activity template! Click the red X icon to stop
the debugging session. If you see an error indicating that the system had a problem stopping the process,
don’t worry about it – just click OK.
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The first part of this should go very quickly, as you repeat the steps that you did in Part 1.
1. Open one of the existing processes in the Grants Management application. Under the File menu, choose
Open, and then navigate to Grants Management, Process, Manage Grant Request, and then select the
Manage Grant Request process to open it.
Click “Uninstall.” (For expedience, we are not going to create a new version of this process but will instead
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3. Edit the process data model by opening the Process Properties dialog under the Tools menu and navigating
to the Data tab
and then
4. You are going to add two Process Variables: one to store the current exchange rate, and one to store the
value of the grant in Euros. Add a variable (for the grant request case) by selecting the Process Variables
node from the Process Data tree and then clicking the “+” button.
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Click OK.
1. Click on the connector between the Set Process Variable for Grants Manager Task List activity and the
Process Grants Request activity, and click the Delete button on the toolbar. Click OK when the system
confirms the deletion.
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3. Add a Process Data Mapping activity using the same click-and-drag motion.
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5. Connect the Set Process Variable for Grants Manager Task List activity to the Dynamic Web Services
activity by clicking on Set Process Variable for Grants Manager Task List and dragging to Dynamic Web
Services. Let go when you see the activity highlight.
6. Continue by connecting Dynamic Web Services to Process Data Mapping and connecting Process Data
Mapping to Process Grant Request. Your process should look like this:
1. Double-click on the Dynamic Web Services activity template to invoke the Activity Inspector. When you see
the Activity Inspector, click the Web Services Configuration tab.
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Click Next.
You will now configure the inputs to the web service. On the left side of the screen, you see your process
data model, and on the right side you see the web service interface. In this case, however, we’ll be
hardcoding the inputs to the webservice. To do that, we’ll copy a hard-coded string into each parameter.
3. Select the Copy function from the dropdown, and then click on FromCurrency.
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5. Click the plus sign to add a new function parameter, click in the new parameter and enter USD.
6. Click OK. You have now hardcoded the string USD to the FromCurrency input parameter.
8. Click Next and configure the return value from the web service.
Expand SOAPBody, parameters, GetConversionRateResponse and GetConversionRateResponse in the left
column, and expand Process Data and Variables in the right column.
Add a Copy function, then click Rate in the left column and ConversionRate in the right.
You’ve now mapped the current conversion rate into your process data. Click OK.
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9. Double-click on the Process Data Mapping activity to configure it in the Activity Inspector.
Expand Process Data, Variables, GrantRequestForTaskList, and grant_request_for_tasklist in the left
column, and Process Data and Variables in the right column.
Insert a Multiply function.
10. Click on funding_amount and ConversionRate in the left column and RequestAmountEuros in the right
column. Your mapping should look like this:
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6. Add a Number field directly below the Liability Checklist by dragging a Number Field into the Vertical Box.
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To begin, you will take the role of a grant applicant and fill out and submit an application for a grant. Take note
of the amount you enter for a grant value. Submitting that application will automatically start processes in the
application, including the Manage Grant Request process you modified. You will then log into the application as
a grant manager and see the information about the grant, including the value for Euros calculated in your
process and displayed on your form.
1. Open an Internet Explorer browser to the xCP Developer Edition welcome page using the icon on the
desktop.
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3. Click the Create New Request button to create a new request. If you are prompted to update the
OpenOffice plug in, please don’t do so – just click “Later.”
4. Fill out all required fields in the form (denoted with red squares). Make sure to set a value in the EIN/TIN
field (the request will be automatically rejected if you do not). You may set any values you like in most fields,
but use the following values for these fields:
EIN/TIN 123456
5. Submit the form by clicking the Submit button at the top of the screen.
6. Now, log in to the Grants Management application as the grants manager. To get to the application, open a
new browser window. On the xCP Developer Edition home page, click Grants Management Application. Log
in using the credentials mgr1 / mgr1
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7. In the Grants Manager home page (titled “My Grants”), click the Get Next Task button in the lower right
hand corner.
8. The Case View for the application you filled out will open. Notice the Euros field!
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In the Grants Application window in your browser, look at the Applicant Information subtab in the grant you
filled out, and notice that you can see the SSN.
Now, you’ll use Forms Builder to modify that same form so that Reviewers cannot see that information. Note
that that subtab is in a Folder View form embedded in the Grants Manager Task Form; you’ll modify the folder
view form in this exercise.
1. Back in Forms Builder, choose File->Open, and open the Grant Request Folder Form.
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5. Click Add to add a new rule. Define a rule to make the field Hidden if Role is equal to grants_reviewer.
Your rules for the SSN control will now look like this:
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1. Select the Assessments subtab of the form and select the Risk Details control.
2. Click the Rules tab in the Properties window. Notice that this control is already conditionally read-only;
we’re going to make it conditionally mandatory as well.
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5. Click the plus button to add a second clause: If grant_risk is High, make the field Required (by selecting the
Required checkbox).
One thing to note is that these rules are evaluated in order until one evaluates to true, and then that action
is applied. We would like the conditionally required rule evaluated first. So choose the middle rule, then click
the Move Up button. Your rules should now look like this:
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8. Return to the Grant Application in the browser and close the form by clicking the X in the Open Items Tab.
9. You will see a list of Your Grants – right click on the one you created and choose View.
10. When the Grant Request opens, look at the Assessments subtab. Note that the red asterisk next to the Risk
Details indicates that the field is required. If you did not make the Grant Request value a large number, your
risk might not have been assessed as High. Change the Risk assessment and notice that you are also
changing whether or not Risk Details is a required field.
Next, we’ll make sure that the Reviewers cannot see the sensitive data.
11. Click the Send to Reviewers button on the bottom of the window.
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13. Log out of the application using the Logout button in the upper right hand corner.
15. Your Grant Request should be in reviewer 1’s queue. Right-click and choose View.
16. Notice that the SSN is hidden from you in this role.
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However, application-wide theming is also very useful. You can apply this type of formatting by modifying a CSS
(cascading style sheet) file.
In this part, you will change the default font and some colors in the TaskSpace application.
4. Find the node that contains taskspacetopbarbackground and comment it out (by putting a /* in front of it
and a */ after it). If you’ve done it correctly, it will turn green.
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7. Back in TaskSpace, hit Ctrl-F5 to force a reload. Notice the new grey color scheme and the fun font!
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