Informatica MDM Multidomain Edition (Version 9.6.1)

Informatica Data Director (IDD)-InterstageIntegration Guide

Informatica MDM Multidomain Edition Informatica Data Director (IDD)-Interstage Integration Guide

Version 9.6.1September 2013

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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiInformatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Chapter 1: Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2: Informatica Component library for Fujitsu Interstage. . . . . . . . . . . . . . . . . . . . 2About Informatica Component Library for Fujitsu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Installing Fujitsu Component Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Add a Server Connection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Modify the Application Variables for the Imported Application . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Business Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Process User Defined Attributes (UDA). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Process Fragments – INFA Patterns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Merge Workflow Process Exception. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Complex Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

SIF Integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3: Configuring Interstage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Configuring an ORS to Use Fujitsu Interstage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Creating a User with Privileges to Fujitsu Interstage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Updating the IDD Configuration File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Automatic Initiation of Merge Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating a new application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Chapter 4: WebSphere-specific Interstage Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . 21Websphere specific configuration of Interstage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Table of Contents i

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

ii Table of Contents

PrefaceThe Informatica Data Director (IDD)-Interstage Integration Guide describes:

¨ Concepts that are useful for working with the integration between the Informatica Data Director (IDD) and Fujitsu'sInterstage BPM.

¨ Installation process for the Fujitsu Component Library

¨ Websphere specific configuration of Interstage and the process of updating the IDD Configuration File

This document is intended to be used by customers, partners, and Informatica Professional Services consultants as ahands-on integration guide for all IDD deployments that ease communication with the MDM Hub from a Fujitsuworkflow process.

Informatica Resources

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iii

Informatica How-To LibraryAs an Informatica customer, you can access the Informatica How-To Library at http://mysupport.informatica.com. TheHow-To Library is a collection of resources to help you learn more about Informatica products and features. It includesarticles and interactive demonstrations that provide solutions to common problems, compare features and behaviors,and guide you through performing specific real-world tasks.

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Informatica MarketplaceThe Informatica Marketplace is a forum where developers and partners can share solutions that augment, extend, orenhance data integration implementations. By leveraging any of the hundreds of solutions available on theMarketplace, you can improve your productivity and speed up time to implementation on your projects. You canaccess Informatica Marketplace at http://www.informaticamarketplace.com.

Informatica VelocityYou can access Informatica Velocity at http://mysupport.informatica.com. Developed from the real-world experienceof hundreds of data management projects, Informatica Velocity represents the collective knowledge of ourconsultants who have worked with organizations from around the world to plan, develop, deploy, and maintainsuccessful data management solutions. If you have questions, comments, or ideas about Informatica Velocity,contact Informatica Professional Services at ips@informatica.com.

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The telephone numbers for Informatica Global Customer Support are available from the Informatica web site at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/.

iv Preface

C H A P T E R 1

IntroductionThis chapter includes the following topics:

¨ Overview, 1

¨ Prerequisites, 1

OverviewThe Informatica 9.1 release includes out-of-the-box integration between the Informatica Data Director (IDD) andFujitsu’s Interstage BPM. This document describes how to create an IDD deployment that uses Fujitsu instead ofbuilt-in Hub tasks for workflow.

PrerequisitesThe prerequisites for integrating Informatica Data Director (IDD) and Fujitsu’s Interstage BPM are:

1. Install build 515 of Fujitsu Interstage BPM version 11.2

Both the Interstage BPM engine and Studio are required.Instructions for installing Interstage BPM are available from Fujitsu and are not provided as part of thisimplementation guide.

2. Install Informatica MDM Hub.

For instructions on installing the MDM Hub, see Informatica MDM Installation Guide.

1

C H A P T E R 2

Informatica Component library forFujitsu Interstage

This chapter includes the following topics:

¨ About Informatica Component Library for Fujitsu, 2

¨ Installing Fujitsu Component Library, 2

¨ Business Processes, 8

¨ Process User Defined Attributes (UDA), 9

¨ Roles, 9

¨ Process Fragments – INFA Patterns, 9

¨ Merge Workflow Process Exception, 10

¨ Complex Types, 10

¨ SIF Integrations, 12

About Informatica Component Library for FujitsuThe Informatica Component Library for Fujitsu provides components that ease communication with the MDM Hubfrom within a Fujitsu workflow process. Also, library components are used by the IDD to understand informationcontained in Interstage business processes.

Installing Fujitsu Component Library1. Launch the Interstage Business Process Manager Studio.

2. Select File > Import Bar File from the menu bar.

2

3. Browse to the location of the IDD-InformaticaFujitsuLibrary.bar file within the Resource Kit.

This file is located in the samples/BPM/Fujitsu directory within the Resource Kit.

4. Open the IDD-InformaticaFujitsuLibrary.bar file. The default application name INFA appears in the Import asfield.

5. Change the default application name, INFA to one of your choice, if required.

6. Click Next and Finish.

7. The application with all the process definitions will be imported and shown in the navigator.

8. Right-click Process Fragments on the navigator and click Import from the menu.

Installing Fujitsu Component Library 3

9. Browse to the location of the INFA Patterns folder within the Resource Kit. This file is located in the samples/BPM/Fujitsu directory within the Resource Kit.

10. Click the INFA Patterns folder and click OK. The reusable process fragments that can be imported are shown.

4 Chapter 2: Informatica Component library for Fujitsu Interstage

11. Select all fragments by selecting the checkbox next to INFA Patterns.

12. Click Finish. All the reusable components are imported under Process Fragments.

Add a Server Connection

1. From the main menu, select Window > Preferences.

2. Select Server connection settings and click New.

3. In the Server Connection Setting dialog, enter the server connection parameters. The Base URL is http://<host>:<port>/console/_wfxml/<tenantName>.

Installing Fujitsu Component Library 5

4. Click OK

Modify the Application Variables for the Imported Application

1. Select the imported application.

2. Right-click the application and select Properties from the menu.

6 Chapter 2: Informatica Component library for Fujitsu Interstage

3. In the Properties dialog, select Application Variables to update the WSDL and the end point URL for the SIFservices.

Note: Changing the WSDL and the endpoint URL will update all web services used in the process definitionsunder the selected application.

4. Right-click the application and click Upload Application from the menu.

Installing Fujitsu Component Library 7

5. Choose the appropriate server connection and click Next to upload the application.

6. Log in to Fujitsu Interstage BPM Tenant Console.

7. Set the application to online:

a. Select the System Administration heading.

b. Choose the application that you previously imported.

c. Select Start.

8. Publish all the process definitions that will be used in the integration. The state of the process definitions is Draftwhen uploaded. Once published, the state changes to Published

Business ProcessesInformatica provides several business processes out-of-the-box (OOB) that can be used with the IDD. Thesebusiness processes represent a one-step and two-step approval process, a merge process and an unmerge process.In addition to the OOB business process, customers can develop their own business processes to use within theIDD.

8 Chapter 2: Informatica Component library for Fujitsu Interstage

Process User Defined Attributes (UDA)All business processes that interact with the IDD must contain an input variable (UDA) called InfaTask of typeINFATask (INFATask#urn:informatica.fujitsu.api). When the IDD starts a business process, it provides the initialvalues for this variable that are used throughout the life of the business process.

RolesThe OOB business processes use the following roles for assignment of human tasks:

¨ DataSteward

¨ Manager

¨ SrManager

These roles must already exist or be created in the Interstage BPM server environment for the task assignment tofunction correctly. The roles can be created using the Fujitsu Interstage BPM Console.

Process Fragments – INFA PatternsInformatica patterns are provided to support the OOB Informatica business processes. The OOB services are limitedto those required to execute the provided business processes. These processes can also serve as an example forimplementing new business processes that can interoperate with the IDD.

Process User Defined Attributes (UDA) 9

Merge Workflow Process ExceptionThe “IDD Setup Merge Task” service does not specify a “Merge” action for the IDD Activity called Merge. However, theoutgoing arrows on the Merge activity node have the “Merge” action as the Merge workflow process has some specialhandling in the IDD. This special handling automatically specifies a “Merge” action to the workflow process when aMerge is performed in a task context within the IDD.Note: When customizing the Merge workflow process, do not change the handling of the “Merge” action after theMerge activity.

Complex TypesAn extensive list of complex types is included in the IDD-InformaticaFujitsuLibrary as part of the Resource Kit. Theschemas mdns.xsd, rns.xsd and tns.xsd contain complex types used to communicate with SIF APIs. These types canbe passed to SIF APIs and used to receive objects returned from SIF API calls.

The INFATaskSchema.xsd schema contains complex types that support the IDD integration. These complex typesare used in all business processes that communicate with the IDD to store information that the IDD provides.Additionally, they provide the information that the IDD requires to execute activities in a business process.

10 Chapter 2: Informatica Component library for Fujitsu Interstage

INFATaskThis data type represents a task that is usable by the IDD. This data type contains additional complex types, describedin the following sections, that are required by the IDD to display and process tasks.

TaskDataThis data type contains all of the metadata about a task instance. The IDD manages this information in cooperationwith the Interstage server.

INFARecordKeyThis data type represents a single data record associated with a task. An instance of this type represents either a baseobject record or an XREF record. Developers do not need to set values for this object manually in most cases becausethe data is provided and consumed by the IDD.

INFATaskActionThe IDD allows interaction with tasks through a set of task actions that are displayed in the data view when in a taskcontext as shown in the following screenshot:

This data type represents the definition of a task action that can be used to act on the task within the IDD. Thisinformation must be set in an INFATask prior to reaching an Activity node to specify the actions that should beavailable in the IDD UI.

The properties of a task action are:

¨ NameThe internal name of the action.

¨ Display NameThe name of the action to display in the UI. If not specified, the value for Name is used.

¨ CancelA boolean value that specifies whether this action will cancel the business process’ execution

¨ closeViewA boolean value that specifies whether this action should close the data view after it executes.

¨ manualReassignThis parameter is not currently used and will be ignored if specified.

The following code snippet shows an example of how to define the two actions for a task: SubmitForApproval andReassign task actions. Any of the INFA Patterns starting with "IDD Setup…" can also be used as an example to setupactions. This can either be done in a prologue action of a previous step or in the epilogue action of the current activitynode.

Example:

var i=1;uda.InfaTask.INFATask.actions.INFATaskAction[i].name="Submit For Approval";uda.InfaTask.INFATask.actions.INFATaskAction[i].cancel=false;uda.InfaTask.INFATask.actions.INFATaskAction[i].closeView=true;uda.InfaTask.INFATask.actions.INFATaskAction[i].manualReassign=true;i++;uda.InfaTask.INFATask.actions.INFATaskAction[i].name="Reassign";uda.InfaTask.INFATask.actions.INFATaskAction[i].cancel=false;

Complex Types 11

uda.InfaTask.INFATask.actions.INFATaskAction[i].closeView=true;uda.InfaTask.INFATask.actions.INFATaskAction[i].manualReassign=true;

TaskTypeThis data type contains information used by the IDD to present a task. This information must be set in an INFATaskprior to reaching an IDD Activity node to specify the actions that should be available in the IDD UI

The properties of a task type are:

¨ Name

- The internal name of the task type.

¨ Display Name

- The name of the task type to display in the UI. If not specified, the value for Name is used.

¨ Description

- An internal description that is not displayed to the user within IDD.

¨ Pending BVT

- A boolean value that indicates whether the best version of truth (BVT) that is displayed in the data view, when thetask is opened, should include pending data.

¨ dataUpdateType

- Determines the Hub State to use when saving changes made in the data view in the context of the task.

- ACTIVE means that changes to a record are saved in the active state.

- PENDING means that changes to a record are saved in the pending state.

¨ displayType

- Determines how the data view is presented when a task is opened from a user’s Inbox.

- NORMAL means that the data view is present as when a record is opened.

- MERGE means that the data view is presented with the potential matches child tab selected. The record that isassociated with the task for merging is highlighted for identification.

- UNMERGE means that the data view is presented with the cross-references dialog open. The record that isassociated with the task for unmerging from the parent is highlighted for identification.

The following example shows how to set up a task for use in the IDD. Any of the INFA Patterns starting with “IDDSetup…” can also be used as an example to setup a task type. This can either be done in a prologue action of aprevious step or in the epilogue action of the current activity node.

Example:

uda.InfaTask.INFATask.taskType.displayName="Merge";uda.InfaTask.INFATask.taskType.description="Merge step in the workflow";uda.InfaTask.INFATask.taskType.pendingBVT=false;uda.InfaTask.INFATask.taskType.dataUpdateType="ACTIVE";uda.InfaTask.INFATask.taskType.displayType="MERGE";

SIF IntegrationsAny INFA Pattern that starts with “Hub…” corresponds to an operation that is performed using the SIF APIs. Each SIFINFA Pattern uses the application variables ‘WSDLUrl’ and ‘EndPointURL’ and has input and output mappings. Inputmappings are used to map workflow variables to web service inputs. Output mappings are used to map web serviceoutputs to workflow variables.

12 Chapter 2: Informatica Component library for Fujitsu Interstage

SIF Integrations 13

C H A P T E R 3

Configuring InterstageThis chapter includes the following topics:

¨ Configuring an ORS to Use Fujitsu Interstage, 14

¨ Creating a User with Privileges to Fujitsu Interstage, 15

¨ Updating the IDD Configuration File, 15

¨ Automatic Initiation of Merge Tasks, 17

¨ Creating a new application, 17

Configuring an ORS to Use Fujitsu InterstageThe Hub Console contains a workbench for managing workflow configuration for each ORS called Workflow Manager.The Workflow Manager allows configuration of connections to workflow servers. Also, it allows association of eachORS with a configured external workflow engine or the default Informatica MDM Hub (Siperian) task engine.Note: Each ORS may be configured to use exactly one workflow engine. All ORS’ configured for use with a single IDDinstance must be associated with the same workflow engine.

To configure an ORS to use Fujitsu Interstage:

1. Launch the Hub Console.

2. Open the Workflow Manager.

3. Configure a new Fujitsu Interstage server connection.

14

4. Click the ORS Workflow Mapping tab.

5. Select the Fujitsu Interstage server to use from the drop-down list next to the ORS you wish to configure.

Creating a User with Privileges to Fujitsu InterstageUsers must be registered both in Fujitsu Interstage and in the MDM Hub to be usable in the IDD. To avoid having tomaintain users in two systems, users who are configured to use Fujitsu Interstage can be set to authenticate externallydirectly against the Fujitsu Interstage server, using the FujitsuAuthenticationProvider. This provider is available out-of-the-box and may be configured using the Security Access Manager in the Hub (SAM). Alternatively, users may beconfigured within both the MDM Hub and Fujitsu Interstage separately but with the same user name and password.

Updating the IDD Configuration FileThe IDD configuration file contains the task definition for an IDD instance. The task definition for an IDD instance thatuses Fujitsu Interstage as its workflow engine is simpler than one that uses the built-in task engine. Only task typeentries are required to identify workflow processes that can be initiated by the IDD. Task assignment configuration andtask action entries are not required for configuring the IDD-Fujitsu Interstage integration. If these extraneous tags arespecified, they are ignored. The attributes and schema are documented in the Informatica Data DirectorImplementation Guide. The only attribute of note is the taskTypeId. The value of this attribute is the name of thebusiness process definition as seen in the Fujitsu Interstage Business Process Manager Studio. This name can belocated on the General properties tab of a business process definition.

Creating a User with Privileges to Fujitsu Interstage 15

Example:

The following example shows the default task configuration for workflows provided by Informatica OOB.

<tasks includeUnassignedTasks="true"> <!-- Task Definitions --> <taskType taskTypeId="Infa One-Step Approval" name="OneStepApprovalWorkflow" displayName="One Step Approval Workflow" creationType="NONE"> <description>Update a record and require the user to go through an approval process before completing the task.</description> </taskType> <taskType taskTypeId="Infa Two-Step Approval" name="TwoStepApprovalWorkflow" displayName="Two Step Approval Workflow" creationType="NONE" defaultApproval="true"> <description>Update a record and require the user to go through an approval process before completing the task.</description> </taskType> <taskType taskTypeId="Infa Update With Approval" name="UpdateWithApprovalWorkflow" displayName="Update With Approval Workflow" creationType="CREATE"> <description>Update a record and do not require the user to go through an approval process before completing the task. The approval step is optional. </description> </taskType> <taskType taskTypeId="Infa Merge" name="MergeWorkflow" displayName="Merge Workflow" creationType="MERGE"> <description>Merge two records together.</description> </taskType> <taskType taskTypeId="Infa Unmerge" name="UnmergeWorkflow" displayName="Unmerge Workflow" creationType="UNMERGE"> <description>Unmerge an XREF record from a Base Object record.</description> </taskType> </tasks>

16 Chapter 3: Configuring Interstage

Automatic Initiation of Merge TasksThe MDM Hub has the ability to automatically initiate merge processes in Fujitsu Interstage for manual matches in theHub. To configure this capability, the following properties must be set in the cmxserver.properties file.

¨ fujitsu.merge.workflow.nameThis property must be set to the name of the workflow process definition to be started for each match table record.The OOB value for this property is ‘Infa Merge’.

See the Updating the IDD Configuration File section for instructions on finding the name of the business processdefinition in Fujitsu.

¨ sip.task.assignment.intervalThe property should be set to the frequency, in minutes, to run the assignment daemon.

¨ fujitsu.application.nameThis property should be set to the name of the application to be used with this integration. For the OOB application,the default name is INFA or the value should match the name of the application that was set (if other than INFA)when the IDD-InformaticaFujitsuLibrary was imported.

¨ fujitsu.tenant.nameThis property should be set to the name of the tenant to which the application was uploaded. The default value forthis property is Default.

This document only describes task properties specific to the IDD-Fujitsu integration. For information on additionalproperties related to tasks, see the IDD Implementation Guide.

Creating a new applicationTo create a new application for use with IDD:

1. Create a new application in Studio.

2. Import the INFATask schema to the new application. Right-click on the Schema folder under the application andclick Import from the menu. The Import dialog is displayed.

Automatic Initiation of Merge Tasks 17

3. Browse to select the FujitsuMDMTaskSchema.xsd schema under samples/BPM/Fujitsu directory in the ResourceKit.

18 Chapter 3: Configuring Interstage

4. As an alternative to step 3, the schema may be imported directly from a URL instead of a file. Instead of browsingfor a XSD file, click on the URL radio button and enter the URL of the WSDL.

5. Import the SIF services schema to the new application from a URL. Example: http://localhost:8080/cmx/request/wsdl

6. For sorting and filtering to work in the task inbox of the IDD, all process definitions of the application used in IDDmust contain the following String UDA’s. These must also be marked as Worklist UDA’s. The UDA values must beinitialized from the InfaTask complex UDA before an activity node.

¨ SubjectAreaUid

¨ Title

¨ TaskType

Creating a new application 19

20 Chapter 3: Configuring Interstage

C H A P T E R 4

WebSphere-specific InterstageConfiguration

This chapter includes the following topic:

¨ Websphere specific configuration of Interstage, 21

Websphere specific configuration of InterstageFor the integration to work on Websphere Application Server, the value of the properties ProactiveNotificationEnabledand ProactiveSQNotificationEnabled must be set to false. To do this:

1. Login to the IBPM Tenant Manager Console with the URL, http://<host>:<port>/console/TenantManager.page.

2. Click on System Properties. The System Properties dialog appears.

3. Update the values of the properties ProactiveNotificationEnabled and ProactiveSQNotificationEnabled tofalse.

4. Save and restart the IBPM server.

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I N D E X

AAdd 5application 17Application Variables 6Automatic Initiation 17

BBusiness Process Manager Studio 15business processes 8

DDataSteward 9

FFujitsu Component Library

installing 2Fujitsu Interstage 14, 15Fujitsu Interstage server 15Fujitsu workflow process 2Fujitsu’s Interstage BPM 1FujitsuAuthenticationProvider 15

Hhuman tasks 9

IIDD configuration file 15Imported Application 6

Mmappings 12

Merge 10Merge activity 10Merge Tasks 17

PProcess Exception 10Process Fragments 9

RResource Kit 10

Sschemas 10, 17Security Access Manager 15Server Connection 5SIF Integrations 12Studio 17

UUser Defined Attributes 9

WWebsphere Application Server 21workflow 1, 10Workflow Manager 14

22