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TIBC0 So.t''nvnre Int Puge 7


M-BWI: TIBCO Bu.sines.W'orkslNr 5.4 Integrarion

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Page 8 TIBCO Education Proprctms


Progrcm Overviev

Facilities
TIBCO's lacilities arc designated by these signs.
Ilthis training course is being held at a customer site, rules and
guidelines apply as detìned by the specifìc customer site.

'flBCO Software lnc Page 9


M - B W I :'l' I B C O B us ines.t Works |r!r 5. 4 I nte s rat io n

Notes

Page l0 TI BCO Education P ro grams


Unit l: Business Case and BWP Imrtlem.entation

Unit 1 Business Case and BWP


lmplementation

In this course you build on the skills learned in the TIBCO


BusinessWorks Essentials course and implement a order / entry
solution using the BusinessWorks 5.4 plattbrm.
This unit introduces you to the BW Pros (BWP) business case and the
BusinessWorks project that you will implement during the labs.

Topics
t Objectives, page 12

t BWP Physical View (Before Integration), page 13

t Business Integration Scenario, page l4


t BWP Project AnaLysis Best Practices, page l6
t BWP Use Cases, page 17

t BWP Sequence Diagram: Place Batch Order, page 19

t BWP Sequence Diagram: PLace Web Order, page 20


t BWP Sequence Diagram: Query Orders, page 2l
t BWP Business Requirements, page22
t BWP Implementation Details, page23

t BWP Project Implementation, page 24

t BWP Physical View (Afîer Integration), page 28

t BWP Implementation Plan, page29

t BWP Implementation Best Practices, page 30


t Reference Document
- BWP Business Analysis, page 33

TIBCO Software Inc. Page I I


M-BWI:'tlBCO BusinessWorksrNr 5.4 Integrcuion

. Knowledge:

. Discuss the business context and the business requirements on


which course lab exercises are based

. Describe the logical architecture and process flows used to


imolement the exercise solutions

. Outline the preparatory steps before implementation begins

Objectives
The goal of this unit is to prepare you fbr the BWP solution you will
implement using TIBCO BusinessWorksrNr.

To begin, read through the business narrative that starts on the next
page. An instructor-led discussion of the business sccnario and its
technical details will tbllow, as well as a preview of the solution you
will implement using BusinessWorks and associated TIBCO
Droducts.

Page 12 T I BCO Education P rograms


Urtit l: Bttsiness Case mtl BWP In4tlemen.ttttittrt

--;;;;l .l
T *,
.h@
'.*^ ll

BWP Physical View (Before


Integration)
BWP corporation is currcntly physically organized as shown above.
The Call Center, Operations, Financing and Purchasing departmcnts
handle corporate functions fbr cach of the Service Center fianchises.

The details about hoiv the company currently operates and how it
plans to improve its business operations in the short term can be
fbund in the notes below the Use Case and Sequencc diagrams that
fbllow. Further detail about the company's short term and long tern'r
olans can be tbund in the Refèrence Document at the end of this unit.

TIBCO Sofrware lnc. Pttge l3


M-BW I : TIBCO BusùtersWork.t rt 5.1 ln.tegrcLtion

Business Integration Scenario

Company Brief
BWP is a large, market leading provider of automotive atÌermarket parts and services. BWP retail
shops antl tianchises oflèr a limited number of automotive repair and maintenancc services. BWP
has strong brand recognition and high levels of customer loyalty (enhanccd by a lifètinre warranty
program). BWP's success is depcndent on carefully controlled fianchiscs. Currently they rnaintarn
a jusrin-time distribution network which enables the distribution of pafts to the lianchises where
and whcn needed.

Industry Overview
BWP is facing increasingly tou-eh competition in the marketplace. Increased technological
complexity and vehicle durability have changed the industry, creating increased revenue pressure
and decreased profìt margins. Following a market shakeout. morc operationally-sophisticated parts
and service providers with a wider range of service of'ferings have emergecl.
The more prol'itable companies in the n'rarketplace now focus on scheduled maintonance and light
repair work. Meanwhile, wholesale parts distribution is movrng towards a.just-in-tin're model to
reduce the investment in inventory. to ovL'rtome volatile pricing and to avoid the exposurc resulting
fiom holding many high value parts fbr diverse makes and moclels of automobiles.

Business Strategy and Justification


BWP plans to levera-9e its brand and presence to transfbrm itself into a full-service automotive
repair and parts center by implementing strategic initiatives to increase market share, improve
revenue, reduce costs, and enhance sustainable protìtability while continuing to deÌiver critical
products lnd scrvices lo its eustonrers.
Capital released by the disposal of assets fiom the distribution network will fund the fbllowing new
initiatives:
I Implement new operating model to re-pc'rsition the business to of-fer new high value servrces
r Close unprofitable parts and service outlets
r Create an alternate jusrin-time parts sourcing solution
I Halt previous strategic plan to create a just-in-time delivery model based on an existing
distribution network
I Dispose o1'wholesale warehouse assets and out source wholesale distribution functions

P,,oa l1 TIB CO EtLucation P ro grarns


Unit l: Business Case and BWP Implemenîation

Cost and Scheduling


The cost and schedule fiamework for the project includes:
r The budget for the IT portion of the project is $28 Million. This includes in-store hardware,
data center hardware, and all development efforts.
r The schedule fbr the IT portion of the project has targets of 6 months fbr support for full
service vehicle maintenance to be on-line, and I year for the outsourcing of services.
r The number of service shops that need to be supported is 1,400, with a budgetary estimate
of $ lOK/shop fbr hardware to support the new system.

Investment Return Goals


The project will be largely tunded by the sale of parts warehouse inventory. Return on investment
targets for this project are as fbllows:
r Market share goals are to increase market share fiom the present l07o to 15%
r Revenue goals are to increase gross revenue from the present $135M to $225M
r Cost reduction goals are primarily to reduce the cost of carrying inventory. At present, there
is some $95M in inventory being canied, and the goal is to reduce this to $5M by
outsourcing the parts warehouse.
r Protìtability is currently running atSVo of gross ($10M). The goal is to increase the protit
margin to l27o of gross ($27M based in increased gross revenue)

TIBCO Software Inc. Pnoe I \


M-BWI : TIBCO BusirtessWortsr]r 5.4 Intesration

. Design using standard architecture praclices

' Model the business requirements:


" use cases
" Process flows
. Sequence diagrams ("touch points'')

. Develop exception handling scenarios

. Analyze load requirements

. Understand deployment environmeilt


. Resources, users, limitations

BWP Project Analysis Best


Practices
BWP's strategy will impact every part of its business. To address
everything at once would put too much stress on business operations.
Instead, BWP will execute the strategy through a series of managed
implementation phases that build upon each other.

Order Processing Integration - supplying parts was the old


business, but the new business will rely heavily on a similar common
business process fbr ordering parts. The same process will be used fbr
all orders whether placed by customers or internally in support of new
services. This first implementation phase is a key building block to
give the new business model a solid fbundation.

Page Ì6 T I BCO Education P rogratn.s


Unit l: Business Case and BWP lmplementatiort

BWP Use Cases


The diagram above shows the use cases that BWP would like to
accomplish in the tirst phase of business integration.
Both 'Pìace Web Order' and 'Place Batch Order' use cases retèr to the
'Process (Parts Only) Order' use case, which, in turn, refèrs to 'Check
Credit' and 'Process Inventory' use cases (see Pro.ject Implementation
fbr more detail).
'Process (Parts Only) Order' use case applies when a Customer places
an order through the Sales Agent or when a Store Person at a BWP
Franchise Service Center places a batch order.

The implcmentation will fbllow the same pattern. 'Place Web Order'
and 'Place Batch Order' use cases will be built as automated
processes. These will invoke a Web Service implementation of
'Process (Parts Only) Order' use case.

TIBCO Sofnuare Inc. Page I7


M - Il W I :'l- [ B C O B Lts i n e.t{ l.4/o/"ks.r N' 5. 4 In te g rrLt i o n

'Creclit Check' use case will also be implemented as a Web Servtce'


'Process lnventory' use case will be built as an automated process.

The process order web service encapsulates an automated process that


will invoke the credit check web service and call the proccss
lnventorv Drocess.

Pnop IR T I B C O Educ ctt io n P ro g rcun.s


Unit l: Business Ca.se cuul IJWP Imyt!ententotiort

This pan of lhe sequence diagram is lhe same for "Batch Order" and "Web Order"

get compule and ppdale

compule order slalls

BWP Sequence Diagram: Place


Batch Order

Orders nray be entered via batch when the Store Person notices that
the Service Center is running low on comrnonly used parts. The order
is stored in a file. When Franchise Batch Processing sends a nlessage,
Batch Order Processing parses the fìle. lt is then sent on to Order
Processing.

All incomin-s orders are -9iven a unique order ID ancl are logged.
Credit chccks are conducted by Finance via an internal Web Service.
If credit is rejected the order is not proccssed.
Internet Sales Inventory is checked and updated as necessary. In this
first phase of business integration only orders requesting items
currently in stock can be fultìlled (there are no partial shipments).
Details fbr all processed orders are stored in Finance's sales order
database. For all orders an order result fìle is also senerated.

TIBCO So.t'r*\are lrtc Page l9


M - BW I : T I Il C O B u s irt ass lyol"fr.t I Nr 5. 4 Irtte g rcti o rt

lhìs pad oi lhe sequence dLagram s the sam€ ior 'Balch Ordel and 'Web Orde/

fr@
I web
I ["*e;;*l
order I o,oe,
r---,----* I
credl check I
F;;- f--;;orderl f,?-i''l
I rnvenrory saes I order Resllr
pr64s.s
I prcc$.e--
Pfúesns I processúq pree$ós procssns I

I-------r------ I ----r-.----T--
I
r -- I.---r--- i

--T_--

co-pure o,oer srals


aú rolal prce I

FSI oúr resll ro web

BWP Sequence Diagram: Place


Web Order
Customers can place orders fbr auto parts by phoning a Sales Agent
who takes the order details tìom the Custorner and enters thcrn into a
web interf'ace. Web Order Processing parses the order and invokcs
Order Processing (which pertbrms the same steps as whcn a batch
order comes in).

Once Order Processing has completed. Web Order Processing


retrieves and displays the order result back to the Sales Agent whcl
then communicates the result verbally to the customcr. Alternatively,
the customer can request to be notified of the order status via email.

Page 20 TIB C O Ecl uc:cu ir.tn P rct grcnt s


Unit l: Busirtess Cuse antl BWP lrnytlenentation

ffiTIBCO

BWP Sequence Diagram: Query


Orders
BWP cmployees may want to query sales ordcr infbrmation (on
behalf of a customer or to ensure that a parts order placed by a service
center was received). Web Order Processing will handle order queries
by invokin-g a query order process that retrieves the order details and
posts them back to the web interface.

TIBCO SoJrwcLre Inc. Page 2Ì


M -B WI :'[ | B C O B tts in ers f4lorks f rvr
5. 4 I nte,g rar io rt

* Order Entry . Integrate inventory DB


. Batch input . Transaction
- Using JMS
' Web input . Store customer orders
* Using HTTP . ln Sales prder DB
. Log all order$
. Generate order resillt file
* Credit Check . Displav to Web interface
. Éxpose as Web Service

BWP Business Requirements


As outlined in the previous pages, BWP has clearly established its
business requirements fbr the first phase of their planned business
integration pro-iect. BWP's CIO also knows that the business
requirements will expand when the second and third phases of'
business integration must occur.

BWP wants to choose an E,nterprise Application Integration software


solution that will meet the current needs as outlined above and the
future needs as outlined in the refèrence document at the end of this
unit. BWP's technical statf know that these titure needs will likely
include workllow, B28 integration, portal solutions. enterprise
messaging, the ability to share data between CRM and ERP systems,
and business activity monitoring to name a fèw.

Page 22 TI BCO EduccLtion. P ro grams


[Jnit ]: Business Case and BWP Implementation

. BWP will use TIBCO BusinessWorks


. Design
* S0A inlrastructur€
- SOAP, WSDL, UDDI, WSIL SUpoorI
* Built-in activities for process flows
- JMS, JDgC, HTTP
"* Conligure adapters for ìntegrating other systems
- TiBCO Adapte@ for ActiveDatabase

. Deploy
.' Simple prcmotion from design to run-time environment
; TIECO Administrator

" Manage
* Prc-active monitoring for easier management
- TIBCO Hai,vk

BWP lmplementation Details


Given the business requirements BWP has identil'ied for the fìrst
phase and tbr fiture phases ol'business integration. BWP has decided
to use TIBCO BusinessWorks-fN{ as the centerpiece of its integration
solution. BusinessWorksrNr provides the f'unctionality that BWP
needs now (web services, HTTPS, logging, adapter services,
enterprise messaging options) while also allowing fbr tlexibility when
it comcs lo l-uture integration initiatives.

TIBCO Sofrware Inc. Page 23


M-BWI: TIBCO BusinesslVortsr Nr 5.4 Irttesrútion

BWP Project lmplementation

Overview
As technical stafT working fbr BWP we will implement this entire scenario using TIBCO
BusinessWorksrM. In addition we will use TIBCO AdapterLlu fbr ActiveDatabase to store the
customer order in the database. Using BusinessWorks, we will create these process definitions for
submitting orde rs l'or ploccssing:
r Process Web Order
r Process Batch Order (JMS)
Both processes will invoke a web service encapsulating the primary process definition Process
Orcler, which provides the core business integration logic including:
r Accept the order either through batch or the Web
I Generate an internal Order ID
I Check if the Customer has suffìcient credit to purchase the order
r Query the quantity and compute the state of inventory fbr each part orderecl
a "Available": The item is available
a ''Back Order": The iten'r is back ordcred
r Update Inventory fbr the Purchase Order
r Compute the Order Status fbr shipment:
a "READY": All the items are available in inventory, so order can ship
a "NOT READY": Sorne item is back ordered. so the order cannot ship at this time
r Store the order in a master database table called SALES_ORDE,R, which keeps track of all
the orders. (This table can be queried through the "All Orders" link fiom the Web)
r Write order result to a tìle (containing the Order ID in the name)
r If order came fiom the Web, post the result so that the operator can view it
The business process must be f'lexible and modular so that it can be easily configured and modifìed
for fiture enhancements. Exception handling is also very critical to BWP: they n.rust know the
status of each incoming order and whether it tailed or not. TIBCO Administrator will play an
important role here.

Page 24 T I BCO Education P rograms


Unit I: Business Case and BWP Implementatiort

Order Details
The Purchase Order is saved in the table SALES_ORDER, and all items tbr each order are stored in
ORDER_DETAIL. Process Order will generate the output tile containing the result of processing
the order. Here is an example of the output fìle:

TabLe I
Order ID: T18-4600-20020623160131

Account: 11111l l t 1111 1111

Total Price: 1885.0

Order Status: NOT READY

Table 2

Item no. Item Ouantity Status

2100- TIRE
10000 1 Available

2100- 10003 BRAKE 12 Back Order

The tbllowing utility subprocesses will be used fbr specifìc finctions in the business process, and
will be called tiom the process defìnitions above:
t Order ResuLt: Generates the result tìle depending on the status of the order
t Query Orders: Queries all the orders fiom the database fbr display on the Web
t Process Inventory: Checks inventory of each item and update its quantity tìeld as part of a
database transaction
For the Credit Check Web Service, we will implement the following processes:
t Query Web Services: Allows clients to query the SOAP server fbr the WSDL intertaces
t Credit Check Service: Receives SOAP requests fiom Web Service clients fbr credit checks;
takes as input the customer account ID and purchase order prices replies with the result
Note af so that the Credit Check Service process will call Petform Credit Check, which perfbrms the

database lookuo and determines the credit status of the customer.

TIBCO Software Inc. Page 25


M -RWI : TIBCO flusiner5l.{6r1ft5frvr 5.4 Integrútion

Items for Purchase


BWP currently provides the tbllowing items that customers can purchase:

Tàhle 3

Part lD Number Part Description Unit Price

2100-10000 TIRE $8s.00

2100-1000t MUFFLER $ r00.00

2r00-10002 WHEEL $ 100.00

2100- 1000-l BRAKE $ 150.00

2r00-10004 BELTS s 100.00

2100-10005 MIRROR $ r20.00

2100-r0006 NUTS $80.00

2100-r0007 LIGHT s75.00

2r00-r0008 SEAI s200.00

2r00-r0009 FENDER $200.00

Purchase Order
An BWP Purchase Order can contain requests fbr multiple parts, plus as l"nany of each part as the
customer wants to purchase. A database inventory table is rlaintained, and tbr each Purchase Order
this table must be updated accordingly. An BWP Purchase Order has several attributes:

Table 4

Delivery Method Priority


I Air Freight r Norntal

T 2 - Auto Freight r High

I 3-CustomDelivery r Order Date

T 4 - Customer Pickup r Shipment Date

T 5 - Rail Scrvice r Shipment Location

Page 26 TIB CO Educcttion. P ro g ratns


Unit l: Business Case and BWP Imql.em,entauon

Database Tables
This implementation integrates a database and makes use of four tables within that database:
r CUSTOMER_ACCOUNT Contains account number, balance and credit limit
-
r INVENTORY-ITEM Contains current inventory quantities
-
r SALES-ORDER Contains records of each processed PO
-
r ORDER_DETAIL Contains details on each processed PO
-
For refèrence, here's a look at the relationship among these tables:

CUSTOMER_ACCOUNT INVENTORY-ITEM
AC-coYNr:lD *
AMOUT']T-OWED
AILCBLE CREDIT

SALES_ORDER
ORDER DETAIL
USTOMER-ID

SHIPMENT DATE
SHIPMEFIT-LOCATIÙN
TOTAL-AMOUNT
DELIVERY-METHOD

TIBCO Sofnvare Inc. Page 27


M - BW t : T I B CO l] us i n e.r.r Woi-t,! r'rvr
5. I In teg ra t i o n

BWP Physical View (After


Integration)
Once BWP has fìnished the fìrst phase of busincss integration. thc
proccsses shown abovc will be in place. The details re_garding these
processcs have been discussed in the earlier parts of this unit and are
also discussed in further detail in the refèrence document at the end ol'
this unit.

Page 28 TI BCO Educution P rcgrctms


Unit l: Business Case arul BWP Implementation

Process Order Service

BWP lmplementation Plan


The BWP implementation will be done in phases:
r Publish Credit Check Web Service, which you have already
develooed. so its WSDL file is available to clients

I Inrplement Process Batch Order to receive purchase order in batch


I Implement SoLes Order Adapter Service to insert completed sales
orders into the BWP database

Implenrent Process Inventory in a transaction to check and deduct


inventory in the database
Implement Process Order which provides the business logic fbr
the system and expose its operation as a JMS-based service

I Implement Process Web Order to receive Web orders and queries


I Deploy and test the BWP solution

TIBCO Software Inc. Pnop )Q


M-BWI : TIBCO BusinessWot*srlr 5.4 Irtte,qration

. Crganrze proJect logically in foiders


. Prnceqsr.s,ArianterS
. ConnectionslRes0urces

. Use multi-fjle apprùach for team development

n Use Revision Control System (RCS)


. Secure. versioned development

. Use Shared Library


. Share common routínes
úonfìq!ralùn I Proi8d $enings Degr gn lime Libraries :

. Use Projecl Template tal r'


. Quick start devÈlopment
Fite qlias

BWP lmplementation Best


Practices
A good practice fbr managing the development environment is tc)
segregate the pro.ject using lolders by distinguishing among process
defì nition s, adapter services, shared connections, shared resources
and global variables.

Segregating your proiect along these lines will enable you to defìne
"ownership" among developers working on the project so that
multiple developers can work on the same project. You can use BW's
imporlexport facility to merge the project into one final project when
the development work is completed and you are ready to deploy.

Page -ì0 TIBCO Educatir.tn Programs


Unit l: Business Case cutd BWP lmplementation

. Partition process flow


' Use muìtiple processes and sub-processes

* Use transitional expressions lor candifional routing

" Log and checkpoint business-critical data

. Name resoilrces exactly as indicated in the book


' Saves you time and helps lroubleshooting

' Apply configuration settings and Save project frequently

BWP lmplementation Best


Practices
I Name your processes, resources, activities, services, etc. exactly
as indicated. This will enable you to cut and paste expressions.
code, etc. to save time.

r Apply your confìguration settings and Save your work tiequently


as you go.
I We will break our project into subprocesses with an overall
process (Process Order) providing the business logic and
orchestrating the ilow across various service interfhces
We will use conditional transitions anrong activities to handle
enors and conditions allowing different activity triggers

TIBCO Software Inc. Page 3 I


M - B W L' T I B C O B us i ners Works |r!r 5. 4 I nte s rot io n.

. Remember that ALL output data f rom previous acttvitles is available to


the current activity and accessed by tho mapper
. Strong data typing
' Wizards to help complex mappings
. One click fix-it bulton to correct input definifions
. Rìght click for mapping conditions

' Use Ihe XPath Editor Funclions to creale expressions


' lf you're typing them in you're doing it wrong!
. Expressions.lxt for help

. Validate resources and debug errors

. Perform unit testing for all scenarios rncluding errors

BWP lmplementation Best


Practices
With BW, all the output fiom previous activities in the process
definition is available tbr mapping as output to the current activity
I BW provides very strong data typing, meanin_9 that variables have
explicitly defined data types. This helps to eliminate common
mistakes and makes data transfbrmation easier.

r The BW mapper generates XSLT fbr implementing data


transfbrmations and allows you to build XPath functions tbr
mapping individual data fields.
r Use XPath Editor to create mappings (instead of just typing them
in) to learn where finctions are located and improve mapping
skills. Expressions are provided fbr complex mappings in fìle
C :\BWEDU\XPath\Expressions.txt.

Page 32 T I BCO Education P ro grams


Unit l: Business Case antl BWP Imnlementatiott

Reference Document BWP


Business Analysis
-

Overview
This business case describes, in further detail than already presented, the business interfaces that
exist in BWP now as well as the business evolution objectives of BWP. Forevery business unit
shown in the BWP Physical View. the responsibilities and capabilities of employees and the
systems that BWP needs are described here. Throughout the course labs you will build an
architecture tbr most ol'the business integration needs identifìed in this business analysis.

1. Customers
Customers interact with BWP either online (via the BWP portal) or by telephone by talking with a
BWP Sales Agent. If the customer wants to order services or testing the call is transfèrred to a BWP
Service Agent who will handle the request.
BWP makes a distinction between ad hoc buyers of parts and services and repeat customers. BWP
encourages customef loyalty and prefèrred customers can login to the BWP portal to take
advantage of loyalty programs and special otlèrs.

Role Responsibilities Collaborations

Customer r Initiate sales call or log on to the BWP web site r Call Center [2]
r Supply name, address and credit card number r Order
r Show vehicle registration documents (if Management
applicable) t3l
I Drop off vehicle at Workshop at appointed time (if r Service
applicable) Provisioning
r Agree to cost estimate tbr services prior to service t4l
being done (if applicable) I Service Center
r Pick up vehicle at Workshop when work is JI
completed (if applicable)

2. Call Center
The Call Center handles all sales calls, tracks custonler orders and assists in maintaining customel
satisfaction. Prefèned customer infbrmation is stored in the CRM system. This infbrmation is used

TIBCO Sofrware lnc Page 33


M-IIWI: TItsCO BusinessWorftsrrvr 5.I Integratktn

to assist the sales agent when dealing with a customer and to support pro-active marketing
campalgns.

Table 5

Role Responsibilities Collaborations

Sales r Take order details fiom customer r Customer Il]


Agent I Submit details to Order Management fbr r Order
processlng Management
I Infbrm customer ol'order result or status when t3l
requested r Service
I Transfèr servicc and/or test request calls to Provisioning
Service Agent in the Service Provisioning t4l

Web r Handle orders placed via web (by the Sales Agent r Call Center
Order or Service Agent) (Sales Agent)
Processing r Submit details of'orders to Order Management
111
tL I

I Return and display order result as web page r Service Center


response (Store Person)

r Handle order status queries fì'om Sales Agent.


tll
Service Agent or Store Person r Order
Management
t3l
I Service
Provisioning
(Service
Agent) [4]

3. Order Management
Order Management handles parts-only orders. These orders may be placed by the Customer
(directly via a web portal), a Sales Agent (via a web interfàce), a Store Person at a Service Center
(batch or branch orders), a Service Agent (via a web interface), or by Service Provisioning (to order
parts needed for a service).
Order Management does not handle orders that include service or testing. Note that BWP cannot
handle "parts only" and "test only" or "parts and service" orders as part ofthe same order. The

Page 34 TIB C O Education P ro grams


Unit l: Business Ca.se and BWP Impl.ementatiur

BWP Lifètime Warfanty only applies to parts fitted by a trained mechanic in the BWP Service
Centers.

TabLe 6

Role Responsibilities Collaborations

Order r To ensure that orders are processed according to the r Customer ! l


Processing businers lequirements r Call Center [2]
r To ensure that all exceptions are handled according to r Service Provisioning
husine>s and systcm requircnrcnts
t4l
I Pass orders that involve nìore than parts to Service r Finance [5]
Provisionin_e
r Internet Sales
Inventory [6]
r Service Center [71
r Shipping [91

Batch r Handle orders tì"om the Franchise Service Centers r Service Center [7]
Order
Proccssing

Query Provide order slatus on anv orders olaced r Call Center [21
Orders r Service Provisioning
Processing
t4l
r Finance [51
r Service Center [7]

4. Service Provisioning
Service provisioning handles all aspects of schedulin_s service appointments as well as ensuring
that all required special parts are available. The Service Agent deals with scheduling time in the
workshop and test centers at the various tianchises. Service Order Processing is a workflow-based
process that tracks the staLus of'the service and any parts orders and alerts key individuals to handle
exceptions.
If a customer calls in fbr service, the oall is transfèmed by the Sales Agent to the Service Agent who
then handles the customer request by interacting with a pre-existing scheduling software program
to work out with the customer when the carcan be brought in fbr the service requcsted and to which
of the nearest locations.
If the customer orders the service via the web, the above process will be handled automatically
without requiring the Service Agent's attention.

fIBCO Software Inc Page 35


M-BWI: TIBCO BusinessWorksilvr 5.4 lntepration

Regardless of how the order comes in, the cost estimate tbr services requested is handled by
Service Order Processing, which is part of Service Provisioning. Service Order Processing also
handles the order of and jusrin-time delivery of special parts to the appropriate Service Center.
A customer can call the Service Agent to modify or update an existing service request.

Table 7

Role Responsibilities Collaborations

Service I Handle telephone orders fbr service r CallCenter [2]


Agent I Interact with Service Processinc I Customer f 1l
r Service Provisioning (Service
Order Processing) [4]

Service I Create service cost estimate (fbr customer) r Customer Ii]


Order r Open new invoice with Accounts Receivable I Service Provisioning (Service
Processing
r Handle changes to schedule based on Agent) [4]
customer requirements r Finance (Accounts
r Order special parts required fbr services Receivable) [5]
r Schedule workshop, test bay and mechanic(s) r Order Management [31
(as needed) r Franchise Service Center [7]
r Update CRM system with customer order r Call Center [2]
history details when service is complete (to
track warranties on parts and services)

5. Finance
Finance handles Accounts Payable and Accounts Receivable. Finance also maintains an internal
credit check facility (made available internally as a web service). Franchises are considered
"customers" when it comes to credit. The Financial Controller can override the credit check

Pnoe ì6 TI BCO Education P ro grams


Unit l: Busin.ess Case ancl BWP [m.pLem.enrariort.

decision. Financc maintains a database ("Sales Order" table) which includes the details of all orders
(customer as well as fÌanchise orders).

Table 8

Role Responsibilities Collaborations

Credit t Implement the credit policy of BWP (verify r Servìce Provisioning [rl]
Check purchase amount does not exceed credit) r Order Management [3 ]
Processing Raise an exception when the credit limit is
I r CallCenter [2]
exceeded

Financial r Enfbrce the credit policy oi BWP r Call Center [2]


Controller r Make exceptions to policy where appropriate r Finance l5l
(e.g. fbr a fianchise) r Franchise Service Centers [7]

Sales r Maintain a database of all orders placed r Call Center [21


Order (including total amount) r Shipping [9]
Processing
r Finance (Accounts Receivable,
Accounts Payable) [5,

6. Internet Sales Inventory


BWP maintains a small inventory of commonly-ordered items tbr immediate shipment to
custonlers ordering parts only. When Franchise Service Centers order parts in bulk, these orders arc
sent off to the suppliers who then deliver directly to the requesting Service Center. Orders which
include spccialty parts items will also be shipped directly fiom the supplier.

TabLe 9

Role Responsibilities Collaborations

Inventory r Check inventory records (availability of r Order Management [3]


Processing non-specialty items) r Purchasing [8]
r Update inventory records as required
r Re-order items to maintain stock levels

TIBCO SoftwcLre Inc Page 37


M-BWI :'l'lBC) BusinessWortsrNr 5.4 lntegrarirtn

Table 9

Role Responsibilities Collaborations

Store r Handle goods that come in I Internet Sales Inventory


Person I Ensure inventory systems have accurate data (Inventory Processing) [6]
(account tbr missing items. etc.) r Purchasing [8]
r Finance [5]

7. Franchise Service Centers


There are many Service Centers distributed across the country. All Service Centers have workshop
tacilities, a testing center, and maintain a small local inventory of commonly-used parts and
lubricants. Specialty parts are ordered by Service Provisioning and delivered directly to the Servicc
Center.
BWP supplies Service Centers with IT systcnls as part of their fianchisin_s a_qreement. Test
equipment is supplied in accordance with regulatory procedures.
The Service Center Manager greets customers when they drop off their car, takes the key, has them
sign the estimate. and infbrms the Tester or Mechanic that the car has arrivcd on site. This person
also ensures the accuracy ofthe scheduling system. handling issues such as ill cmployees and
out-o1'-service work bays.
The Store Person keys "low inventory" infbrmation on commonly used parts into a system that
stores the infbrmation in a tìle. He sends a message to Order Management to trigger plocessing the
batch order.

Thble I0

Role Responsibilities Collaborations

Service r Coordinates schedule system accuracy r Service Processing [4]


Center regarding Workshop and Test Center bay I Customer Il ]
Manager usage
r Franchise Service Center
r Scheduling of Mechanics and Certified (other employees) [7]
Testers to specitìc tasks
I Primary customer tacing employee at the
Service Center

Page -18 TI BCO Education P rograms


Un.it l: Business Case cutd BWP ImltLemenrcttion

Table 10

Role Responsibilities Collaborations

Store r Handles goods that come ln r Franchise Service Center


Person I Ensure inventory systems have accurate data (Franchise Batch Processing)
(account fbr missing items, etc.) 17)

r Purchasing [8]
r Finance [5]

Mechanic I Work on vehicle, completing required tasks I Franchise Service Center


within the allotted time (Workshop Coordinator) [7]
r Infbrm Workshop Coordinator of progress
r Infbrm Workshop Coordinator of issues that
require attention

Certified r Perfbrn'r test according to regulatory Franchise Service Center


Tester procedures (Workshop Coordinator) [7]
I Infbrm Workshop Coordinator when test
completed and test result
r Infbrm Workshop Coordinator of issues that
require attention

Franchise r When manually triggered, check fbr existence T Order Management [3]
Batch of file with low inventory details I Franchise Service Center
Processing I Publish a message with low inventory details (Store Person) [7]
to Order Management

TIBCO Sofrware Inc. Page 39


M-BWl: TIBCO BusinessWorks|M 5.4 Inteeration

8. Purchasing
Purchasing manages all the supplier relationships. BWP has a prelèrred supplier policy to take
advantage of negotiated deals. The protocol used by the prefèrred partner can be dynamically
changed. Ifthe pretèmed provider does not have the item in stock, then the system goes to a second
partner.
Purchased items are delivered directly to the requesting party (i.e., directly to a Service Center, to
the Internet Sales Inventory, or to the Customer). The prefèrred supplier uses one of the fbllowing
protocols: RosettaNet or EDI.

Table I l

Role Responsibilities Collaborations

Replenish r Place orders with trading partners r Internet Sales Inventory [6]
lnventory r Suppliers [10]
Processing

Purchasing I Decides which supplier to purchase fiom in I Purchasing (Replenish


Manager accordance with BWP purchasing policies Inventory Processing) [8]
I Negotiates pricing agreenlents with suppliers I Suppliers I l0]

9. Shipping
Shippin-q handles all goods-out processes. Parts are only shipped to Customers (Franchise Service
Centers get all their parts via just-in-time delivery tiom Suppliers).
The Shipping Clerk accesses Finance to update the "Sales Order" database with the "ship date" and
to fìnd out the shipment location and delivery method to use as requested by the customer.

Table l2

Role Responsibilities Collaborations

Shipping r Pack items tbr "parts only" orders r Internet Sales Inventory [6]
Clerk r Dispatch orders r Finance [5]

Page 40 TIB CO Educat io n P ro grams


Unit I: Business Case and BWP ImnLementatiort

10. Suppliers
Suppliers have processes that use one of the fbllowing protocols: RosettaNet or EDI.

1 1. Regulatory Compliance
Like any company, BWP must adhere to governmental regulations. The fbllowing BWP service
offerings require regulatory compliance considerations.

Smog Check
One of BWP's service otTerings is a Smog Check. The government requires, as part of the annual
registration renewal process, that drivers have their automobile pass a smog check. BWP otl'ers
smog checks to its customers. The state Department of Motor Vehicles requires that passing grades
be sent electronically to the state regulatory agency by companies such as BWP who offer this
service.

Road-Worthiness Test
Another of BWP's service offerings is a 15-Point Road Worthiness Test. This saf-ety check service
is purchased by customers when government regulations require. BWP is certifìed by the
government agency to perform these tests and report the results.

TIBCO Software Inc Pnoe 4 I


M - B W I : T I B C O B us iness Wortsîrlr 5. 4 I nte p rat io rt

Notes

Page 42 TIBCO Education P ro grams


Unit 2: Publishing Web Services

Unit 2 Publishing Web Seruices

This unit explores the TIBCO BusinessWorks service-oriented


platform fbr generating and publishing Web services.

Topics
t Objectives, page 44
t BW-based Web Services, page 45

o Generating WSDL, page 46


. UDDI Basics, page 47

o UDDI Components, page 48


o BusinessWorks qnd UDDI, page 49

o Administering UDDI Servers, page 5O

o BW 5.4 Features for Services, page 5l


o Web Services Securiry, page 52

t BWP Implementation: Credit Check Service, page 53


o Credit Check Service Implementation, page 54
o Qaery Web Services Definition, page 55
o Credit Check Service Sequence Diagram, page 56
t Lab A: Publish Credit Check Service, page 59

TIBCO Software Inc. Page 43


BW6 I I : T I BCO Bus inessworksl'ùr 5.4 I ntes ration

. Knowledge
. Describe WSDL generation in BusinessWorks
. List options available in BW for UDDI
. Understand the BW Web Service project you will implement

. Skills
. Build a WSDL generator process
. Publish your service to a UDDI server
. Test and deploy

Objectives
The main objective of this unit is to prepare you to implement the
various process detìnitions comprising Credit Check Web Service.To
that end in this unit you will:
I Explore the Web Services capabilities of BusinessWorks
I Learn what standards are supported
r Learn how to organize your project development environmcnt

r Examine and discuss the process detìnitions comprising Credil


Check Web Service

I Explore advanced fèatures of the interactive debugger

Pnoe 211 T IB CO Educat ion P ro p rams


Unit 2: Publishing Web Services

' Easily expose prCIce$s operations as Web Services


. SOAP, WSDL, WSIL. UDDI
* WS-Securiiy and SOAP faults

. Invoke third-pafiy Web Services

" Interoperate with .NfT, JBOSS, IBM WebSpher*,


Weblogic, JMS
. Designer has embedded
. amountF
XML editor i * CrèditchéckRèquesti;r-j :f*. .... :
. Schema and instance creation
- . Accoundod

BW-based Web Services


As we have seen during the development of the Credit Check Service,
BW -5.4 provides easy-to-use f'eatures fbr quickly generating service
interfaces.

BW 5.4 services are standards-based and can interoperate with other


vendor services that are likewise standards-compliant.

BW supports current Web Services standards, including SOAP,


WSDL and WSIL. For transporting SOAP messages, BW supports
HTTP and JMS.
You can invoke external third-party Web Services using BW,
including integration with Microsoft's .Net-based services.
Using BW's Web Services capabilities, you can integrate back-end
business processes with TIBCO's AJAX-based rich client interf'ace
development platform TIBCO General Interfàce.

TIBCO Sofnuare Inc Pnoe 215


BW6ll : TIBCO BusinessWorksl Nr 5.1 Intesration

. Clients need the concrete WSDL to invoke the service


aoú+falim fr'FtLsortÈ n4ùÈw
* SlaIic WSDL: to1. t1, !!.1rrr.r'1

* In Service delinition
Ta.0d ilmespàce: hÍF itrmirs ÉrimDrÉ cnhll

Llrnera.e Eripes a.ND


1 4M t:1 iÈ71

PrroeliÉs

. Dynamic WSDt
- Build BusinessWorks process
; Provide current WSDLs to clients
r All errors lOgged
" Visible in ACniinlstrator

?ii
:r.!:*+ &'
r-;{l!

Generating WSDL
QueryWebServices is a BusinessWorks process that has to be built fbr
dynamic WSDL discovery. With this process. clients can obtain the
WSDL to call the service. This process is used to provide the latest
WSDL to any client that wants to communicate with your SOAP
server(s).

The process contains the log error activity, which is used to log all
errors. The errors can be later viewed through TIBCO Administrator.
All logged messages appear as part of the process en-9ine's trace file.

Pnoe 46 TlB CO Ed ucctt ion P ro grams


tJnit 2: Publishing Web Serurces

. Use UDDI to obtain ihe WSDL


o Univarsal Description, Discovery, and lntegration
. lnteroperability, adopiìon for web services
- Global vierru for your business
. Distributed informaiion store
. Standards-based specifications for
* Service descrrption
* Dìscovery
Discovèr SServices:, UDDI
Publish and Discover
Formal Service Descriptions: WSDL
Service Interactions: SOAP

Universal Data Format: XML

UDDI Basics
In order to find the WSDL l'ile. the web service can advertise itself in
a UDDI (Universal Description, Discovery and Integration) service.
UDDI is a potential way for advertising and discovering Web
Services. UDDI is a project to speed interoperability and adoption fbr
web services. UDDI has registry specifìcation tbr web services. [t is a
UDDI a distributed infbrmation store that includes:
I Schemas fbr service description and discovery

r Schemas fbr business (service implementers) description

r Developed on industry standards (XML, SOAP)


r Scheme to publish and discover infbrmation about web services

UDDI also provides a programmatic interface that enables enterprises


to dynamically discover and bind to the business process of the
service provider.

TIBCO Sofware Inc. Page 17


BW6 1 I : TIBCO BLtsirrcssWorkstNt 5.1 Inteerotion

SusinessFnfify: bindingTemplate:
. . Technical information for the
Describes business
service
. Conlacts, address ' Ports, protocol

brlsinessService: tModet (technical model)


. Name, description of service
. Metadata about service
. - WSDL definition
Logícal definition

businessEntity

businessService

bindingTemplate

UDDI Components

businessEntity (White Pages): is the top level structure and all


other structures are related via refèrences to this structure. It
describes the business and its details, such as nanrc, point of
contact etc. The term business us misleading, because sometimcs a
businessEntity can simply be a server.

businessService (Yellow Pages): logical infbrmation about the


service, such as name and description of what the service does

bindingTemplate (Green Pages): defìnes the infbrmation fbr


physically accessing the service. Multiple binding templates and
access points can be registered for the same service. An access
point identifies the connection such as http, mailto, fip, fax or
others

tModel: Mechanism used to exchange metadata about the web


service, such as the description or access to the WSDL file.

Page 48 TIBCO Education P rograms


Unit 2: Publislùrg Web Services

r fJpqinnpr flnnabilities
. ."'li'l'! ..llilì: . "r,l,Ft . t
aaar.r.'....lllt
'
" Connect io UDDI Server '"q:,ry URL

* Optional WSit LrDIr rrp,,iol...-sr,,iJuno-

*.SSL oJblisn lnfl

; pfoxy D
rbr,sh L RL

user fame :

. Browse for services rasgdn d

* Publish Services :
55L I origL dl on

-rr5ledtruoliel,Tod"' lr '*l sl
_
- -
. Delete Services oro4 Eeaer Scllrr o:

BusinessWorks and UDDI


TIBCO BusinessWorks browsing ancl publishing to UDDI registries
that comply with the UDDI Version 2.0 API specification. It also
supports browsing WSIL f iles that comply with the V/SL 1.0
specification.

The Tools > UDDI menu brings up the WSIL and UDDI Registry
Browser dialog. This dialog allows you to browse web services or
publish the details of your web service

TIBCO Sofnt,are Inc. Page 49


BW6 I I : 7-IBCO Bttsines.ll'ortrr!r 5.4 Inteeration

. Option in TIBCO Administrator

' Add / remove UDDI servers


* SSL settings
- Proxy Settings

Administering UDDI Servers


The UDDI Servers panel allows you to add, view, or remove UDDI
servers fiom the list of servers. You must add UDDI servcrs to the
server list betbre pertbrming any other operation in the UDDI
module.

Atìer adding a server, you can view its details Here you can add
businesses to the server,ifyou have been granted access to publish to
this server. You can also edit the server's details bv clickins the Edit
button.

Page 50 Tl BCO Ed ucation P ro gram s


Unit 2: Publishirtg Web Sen,ices

Supports SOAP 1.2


. Handles SOAP Faulls

Context resource to store:


. Context data
Sqvicé

- Transport data
:ij .*
. Headers and attachments
flonte:d
RÉsource
-ìervrce

Supports WS-Security
. Outbound and inbound
C!nngu.ato.

Name:
: [r!Dui!J Odbounù

seirilùlorqAs;orit:r
D. - rFr'o_
40pb oo.ir' r1

Inbùund Messa!É PDhcy

')urbou"d Messs4e Fori(v


lîoound ! iL4 ile;sage Poifv

O'.r!"unD i d, I de(Ea!d o!1. /

BW 5.4 Features for Services


BusinessWorks 5.4 supports SOAP 1.2, which includes the SOAP
f-ault specification to handle web service errors. The activity is
available in the SOAP palette. It also has a Context Resource to hold
context data fiom an inconring request or outgoing replies. E.g:
Transport-specifìc data can be stored here as well as SOAP headers
and any attachments. Finally, it also supports security in the web
service fbr both inbound and outbound messages

TIBCO Sofnuare lnc. Pnop 5 |


BW6 1 I : TIBCO BusinersWorkr'r'\'r 5.4 Integrcuion

Security Policy: lo!'.Y


. WS-Securìty 1.0 #. -.,:
\i"
o Qon: reta nr lalta :ìÈcufiy Secuiltv
FoiiET FlliEy
AssociÈtiùn

Characteristics
. Authentication: Valid sender
- User/passnrord. Certif icates uor.0'liLieltrar rn llrÉq,ry' 0rrid;;ftÈ'
. Integrity: Sìgnatures .li;',t*on*'.. *..rn.r.Fr" ""
ÀES-1:8
r SHAIiMD5
. Confidentrality: Encryptron
; 3DES, AES-128, AFS-256
PfivalP Key rdenrier TyÈe t:9:llil:
X.50s derriv'

Web Services Security


The policy palette in BusinessWorks has the necessary activities fbr
security. You first create a security policy and then associate it with
the various parts of a web services (such as inbound and outbound)

r SHAI: Secure Hash Algorithm l.


(http://www.w3.org/PICS/DSi g/SHA I _ I _0.html)

I MD5: Message-Digest algorithm 5 (http://rtb.net/rtb l32l.html)


I 3DES: Triple Data Encryption Algorithm
(http://csrc.nist. gov/publications/nistpubs/800-67/SP800-67.pdf)

r AES-128:Advanced Encryption Standard


(http ://csrc.nist.gov/publications/fìps/fìps I 97lfìps- 1 97.pdf)

The security policies in BusinessWorks follow WS-Security 1.0


(OASIS Standard). You can fìnd out more about this standard at
http://docs.oasis-open.org/wss/2004/0 l/.

Pnoe 5) TI BCO Educcttion P ro g rams


Urtit 2. Publishing Web Services

3WP lmplementation: Credit Check Service


ÀS-# kY9: ?-JS*# F::siness ?ll*r*s re 5. ;3 lnf**raiian

ilTIBCO
of
The Power Now"

BWP lmplementation: Credit Check


Service

TIBCO Sofnuare Inc Page 53


BWó I I :'llBCO BusinessWorksrrvr 5.4 lnteprotiotl

Process Order Service

Credit Check Service


lmplementation

Page 54 TI BCO Education P ro grams

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