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Introduction to Guidewire

Configuration

3 October 2013

© Guidewire Software, Inc. 2001-2013. All rights reserved.


Do not distribute without permission.
Lesson objectives
• By the end of this lesson, you should be able to:
- Describe the product architecture for Guidewire products
- Describe the primary components used to configure Guidewire
products
- Describe the relationship between the Guidewire platform and the
Guidewire applications
- Explain the basic functionality of TrainingApp
- Start a development instance of a Guidewire application
- Describe the purpose of Guidewire Studio

This lesson uses the notes section for additional explanation and information.
To view the notes in PowerPoint, choose ViewNormal or ViewNotes Page.
If you choose to print the notes for the lesson, be sure to select “Print hidden slides.”
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 2
Lesson outline

• Guidewire product architecture

• Guidewire configuration technology

• The Guidewire platform

• TrainingApp

• Starting Guidewire applications

• Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 3
Guidewire InsuranceSuite
• Guidewire InsuranceSuite is a set of three core products
that meet the core needs of property and casualty
insurance carriers
bill policy holders for
policies, and pay
create, commissions for
modify, policies to producers
renew, and
cancel
policies

process claims to
provide payments
to claimants when
covered losses
occur

• All Guidewire products are part of a three-tier architecture


© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 4
Guidewire 8.0 platform
• The Guidewire 8.0 platform includes some significant
improvements including:
- Robust UI framework
- Studio functionality moved to full-featured, industry-standard IDE
(IntelliJ)

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 5
The application tier

App. Server Machine

J2EE Application Server

 The application tier contains the functional process logic


 Guidewire supports the following application servers:
 WebSphere  Apache Tomcat
 WebLogic  JBoss EAP
 Jetty (for development only)
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 6
The data tier

DB Machine App. Server Machine

J2EE Application Server

Application
Database

 The data tier contains the business and operational database


 Guidewire supports the following RDBMs:
 Oracle Enterprise
 Microsoft SQL Server
 H2 for development only
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 7
The presentation tier

DB Machine App. Server Machine User Machines

J2EE Application Server

Application
Database

 The presentation tier contains the user interface


 The Guidewire user interface is supported in these web
browsers:
 Internet Explorer 7.0, 8.0, or 9.0
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 8
External systems

DB Machine App. Server Machine User Machines

J2EE Application Server

Application
Database

Policy Authen- Document


Admin. tication Storage
Address Check
Book Printing
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 9
Gosu

DB Machine App. Server Machine User Machines

J2EE Application Server

Application
Database

Policy Authen- Document


Admin. tication Storage
Address Check
Book Printing
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 10
Lesson outline

• Guidewire product architecture

• Guidewire configuration technology

• The Guidewire platform

• TrainingApp

• Starting Guidewire applications

• Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 11
Guidewire configuration technology

database application server user interface

integration

 Guidewire has four core areas of configuration technology


 There is one area of technology for each tier of the architecture
 There is a fourth area of technology for the development of
integration points to external systems
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 12
Data tier is configured via data model
entities
database application server user interface

data model entity


ABContact
Name
PublicID
CreateTime

row in ab_abcontact
db Coverage
table
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 13
Application tier is configured via Gosu

database application server user interface

data model entity internal Gosu class


ABContact ABContact
Fields
Name
Name
PublicID
PublicID
CreateTime
CreateTime

...

row in ab_abcontact anAB


db Coverage Contact
table instance of
Gosu class14
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission.
Presentation tier is configured via PCFs
database application server user interface
page configuration file
data model entity internal Gosu class
ABContact ABContact
Fields
Name
Name
PublicID
PublicID
CreateTime
CreateTime

...

UI form with data

row in ab_abcontact anAB


db Coverage Contact
table instance of
Gosu class15
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission.
Data flow from database to user interface

database application server user interface


page configuration
data model entity internal Gosu class file
ABContact ABContact
Fields
Name
Name
PublicID
PublicID
CreateTime
CreateTime

...

UI form with data


read display
row in ab_abcontact from db anAB in UI
db Coverage Contact
table instance of
Gosu class16
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission.
Data flow from user interface to database

database application server user interface


page configuration file
data model entity internal Gosu class
ABContact ABContact
Fields
Name
Name
PublicID
PublicID
CreateTime
CreateTime

...

UI form with data


read display
row in ab_abcontact from db anAB in UI
db Coverage Contact
table update modify
to instance
db of
in UI
Gosu class17
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission.
Integration is done via integration
mechanisms
database application server user interface
data model entity internal Gosu class page configuration file
ABContact ABContact
Fields
Name
Name
PublicID
PublicID
CreateTime
CreateTime

...

ab_abcontact anAB
Coverage Contact

integration
predefined plugins messaging
web services startable plugin
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 18
Lesson outline

• Guidewire product architecture

• Guidewire configuration technology

• The Guidewire platform

• TrainingApp

• Starting Guidewire applications

• Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 19
The Guidewire platform

ClaimCenter PolicyCenter BillingCenter


Data User Data User Data User
Model Inter. Model Inter. Model Inter.

App. Int. App. Int. App. Int.


Logic Mech. Logic Mech. Logic Mech.

Guidewire Platform,
with a common technology for configuring...

Data User Application Integration


Model Interface Logic Mechanisms

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 20
Application-specific functionality
ClaimCenter PolicyCenter BillingCenter
Finan- Group Product Job- Billing Payment
cials Access Model flow Plan Plan
Claim Fraud Role Policy Charge Delinq.
Maturity Detection Assign. Validation Pattern Workflow

Data User Data User Data User


Model Inter. Model Inter. Model Inter.
App. Int. App. Int. App. Int.
Logic Mech. Logic Mech. Logic Mech.

Guidewire Platform,
with a common technology for configuring...

Data User Application Integration


Model Interface Logic Mechanisms

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 21
Configuration courses
ClaimCenter PolicyCenter BillingCenter
Finan- Claim Product Job- Billing Payment
cials Validation Model flow Plan Plan
Claim AB Role Policy Charge Delinq.
Maturity Integration Assign. Validation Pattern Workflow
Application
Data User Data User Data User Configuration
Model Inter. Model Inter. Model Inter.
App. Int. App. Int. App. Int.
Logic Mech. Logic Mech. Logic Mech.

Guidewire Platform,
with a common technology for configuring... "Fundamental"
Configuration
Data User Application Integration
Model Interface Logic Mechanisms

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 22
Lesson outline

• Guidewire product architecture

• Guidewire configuration technology

• The Guidewire platform

• TrainingApp

• Starting Guidewire applications

• Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 23
TrainingApp

TrainingApp • TrainingApp is a "platform" application


Data User developed exclusively for training
Model Inter.
• Simplifies learning of fundamentals:
App. Int. - Simple examples of each "fundamental"
Logic Mech. configuration feature
- Smaller number of entities and screens
- Excludes complex functionality designed for
policy, billing, and claims processing

Guidewire Platform,
with a common technology for configuring...

Data User Application Integration


Model Interface Logic Mechanisms

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 24
TrainingApp as a "business solution"

• TrainingApp is designed to look like a mock contact


management application
• It is intended to store information about contacts for insurance
carriers
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 25
TrainingApp data model

FinanceManager
ABContact AllAddresses
Address

History History
AssignedUser

Entry
FinancialSummary

FlagEntries Flag
Entry
ContactNotes Contact
Note
User
BankAccounts Bank
Account
Financial ServiceEvaluations Service
Summary Evaluation
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 26
ABContact is subtyped

ABContact

primary
subtypes ABPerson ABCompany ABPlace

ABAdjud- ABPerson ABPolicy ABCompany ABPolicy ABLegal


icator Vendor Person Vendor Company Venue

AB AB AB ABMedical
Attorney Doctor LawFirm CareOrg

ABAuto ABAuto
TowingAgcy RepairShop

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 27
TrainingApp user interface

• Examples of all
fundamental UI
configurations
• List of where examples
can be found
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 28
TrainingApp application logic
• TrainingApp has
examples of how
Gosu can be used
to express
application logic,
including:
- Business rules
- PCF methods
- Enhancements
- Static methods in
Gosu classes
- Script parameters
- Widget attributes

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 29
Lesson outline

• Guidewire product architecture

• Guidewire configuration technology

• The Guidewire platform

• TrainingApp

• Starting Guidewire applications

• Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 30
Parallel structure of Guidewire
applications
• All Guidewire applications have a similar directory
structure and are started using the same basic tasks

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 31
Files used to start application

• build.xml defines
administration tasks:
- Starting application
- Building web application
archive (WAR) files
- Generating data and
security dictionaries
• "gw" batch file used to
launch tasks defined in
build.xml
- Located in <install>\bin

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 32
Commonly performed tasks
Start
Regenerate Stop
Application
Dictionaries Application
in Dev Mode
gwta gwta gwta
TrainingApp dev-start regen-dictionary dev-stop

gwbc gwbc gwbc


BillingCenter dev-start regen-dictionary dev-stop

gwcc gwcc gwcc


ClaimCenter dev-start regen-dictionary dev-stop

ContactManager gwab gwab gwab


(AddressBook) dev-start regen-dictionary dev-stop

gwpc gwpc gwpc


PolicyCenter dev-start regen-dictionary dev-stop
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 33
Applications can be run in one of two modes
Behavior Development Production
mode mode
Available in
QuickStart Yes No
instance?
Contents of "DEV mode" + build Application name
browser number + application +
title bar name + user name user name
Access to No Restricted
internal tools restrictions by permissions
Running dev
commands from Enabled Disabled
QuickJump box
Database
exceptions Error level Warning level
logged at...

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 34
Starting Guidewire in development mode

• All Guidewire applications display " **** ready **** "


message when started
- TrainingApp "ready" message references ContactManager

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 35
Accessing application logon page

• URL syntax:
http://hostName:port/appCode
App App
Application Port
Code Name
TrainingApp 8880 AB ContactManager
BillingCenter 8580 BC BillingCenter
ClaimCenter 8080 CC ClaimCenter
ContactManager 8280 AB ContactManager
PolicyCenter 8180 PC PolicyCenter

• Example:

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 36
Logging on to the Guidewire applications
• "su" (super user) account
- Only account in default installation
- Has all permissions, and special capabilities above what can be
granted through permissions
• "aapplegate" account
- Not in default installation, but in sample data for every application
- Represents basic end user with permissions typical to contact
manager, adjuster, underwriter, or billing manager

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 37
Stopping Guidewire applications

• gwXX dev-stop is a clean shutdown process that safely


releases application resources (such as ports)
• If application is running in development mode:
- Terminate the batch job (CTRL + C, y), OR
- Execute gwXX dev-stop

• If application is running in production mode:


- Always stop app by executing gwXX dev-stop

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 38
Lesson outline

• Guidewire product architecture

• Guidewire configuration technology

• The Guidewire platform

• TrainingApp

• Starting Guidewire applications

• Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 39
About Guidewire Studio
• Integrated Developer Environment (IDE)
- Gosu, XML, JAVA *
- Refactoring
- Plugin extensibility
- Dynamic type support
- Make, run and debug
- Guidewire editors

• IntelliJ IDEA 12.1.x community edition


- No download needed; bundled with application

• Physical file based project representation


- Represents complete software solution
- Support for version control systems, e.g. Git, GitHub, Subversion

* Within the Guidewire application project scope, limitations apply for Java
development
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 40
Starting Studio
• To open the
project, run
- studio.bat
- gwXX studio
from the bin
• Indexing
influences
startup times
- First time
longest
- Subsequent
starts faster
• Possible to work
while indexing!
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 41
Exiting Studio

• Do NOT close the project


• File  Exit
- To properly exit studio,
- Or, in the Bin command
window, enter the exit
command

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 42
Anatomy of Guidewire Studio
Main menu and toolbar

Navigation bar

Tool Window Editor


Tool Buttons

Tool Buttons
Tool Window Tool Window

Tool Buttons

Status Bar
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 43
Main menu and Toolbar
Main menu

Main toolbar
• Main menu commands • Main toolbar buttons
- Open, edit and find files - Open, save, and
- View tool windows synchronize files
- Navigate class, file, symbol - Undo and redo
- Analyze dependencies - Cut, copy and paste
- Refactor and analyze code - Find and replace
- Make and rebuild - Make project
- Run and debug - Edit configurations,
- Gosu Scratchpad
settings, and structure
- Run and debug
- Version control system
- Refresh PCF
- Gosu Scratchpad
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 44
Lesson objectives review
You should now be able to:
- Describe the product architecture for Guidewire products
- Describe the primary components used to configure Guidewire
products
- Describe the relationship between the Guidewire platform and the
Guidewire applications
- Explain the basic functionality of TrainingApp
- Start a development instance of a Guidewire application
- Describe the purpose of Guidewire Studio

© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 45
Review questions

1. What are the three tiers in the Guidewire application


architecture?
2. What are the four fundamental areas of Guidewire
configuration technology?
3. In which fundamental area of configuration are the
following used?
a) Page configuration files (PCFs)?
b) Web services, messaging, and plugins?
c) Gosu?
d) Data model entities?
4. How do you start a Guidewire application?
5. How do you stop a Guidewire application?
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 46
Notices
Copyright © 2001-2013 Guidewire Software, Inc. All rights reserved.

Guidewire, Guidewire Software, Guidewire ClaimCenter, Guidewire PolicyCenter,


Guidewire BillingCenter, Guidewire Reinsurance Management, Guidewire
ContactManager, Guidewire Vendor Data Management, Guidewire Client Data
Management, Guidewire Rating Management, Guidewire InsuranceSuite, Guidewire
ContactCenter, Guidewire Studio, Guidewire Product Designer, Guidewire Live, Guidewire
ExampleCenter, Gosu, Deliver Insurance Your Way, and the Guidewire logo are
trademarks, service marks, or registered trademarks of Guidewire Software, Inc. in the
United States and/or other countries. Guidewire products are protected by one or more
United States patents.

This material is Guidewire proprietary and confidential. The contents of this material,
including product architecture details and APIs, are considered confidential and are fully
protected by customer licensing confidentiality agreements and signed Non-Disclosure
Agreements (NDAs).

This file and the contents herein are the property of Guidewire Software, Inc. Use of this
course material is restricted to students officially registered in this specific Guidewire-
instructed course, or for other use expressly authorized by Guidewire. Replication or
distribution of this course material in electronic, paper, or other format is prohibited without
express permission from Guidewire.
© Guidewire Software, Inc. 2001-2013. All rights reserved. Do not distribute without permission. 47

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