corsotibco parte5 pag 7 54

Progrtnt )vervie*-

Official Recognition for Expertise in TIBCO Technologies

TISCO offers the following certification credentials:. TISCO Cerlified Prolessional for TIBCO BusinessWorksÍfi 5

" TISCO Certrfled Professional for TiBCO Enterprise Message Servicerrr 4. TIBCO Certified Professronai for TIBCO Rendezvous(!) 7

" TTBCO Certified Professional forllSCO iProcessrM lvlodeler l0

TIilCO Certi{ied Professionals are entitled to a 20%discount cn al! Technical Learnrna Center classes.

For TCP Program requirements and details,visit www.ti bco.com/services/ed ucational/certif ication

TIBCO Certified ProfessionalProgram

TIBC0 So.t''nvnre Int

TIBCO certitìcation programs are designed to meet the industry'sgrowing demands fbr top technology talent with TIBCO expertise.By earning the TIBCO Certified Prof'essional credential(s). you can

validate your skills and increase credibility with your customers and

colleagues.

Puge 7

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

TIBCO Certification ExamRegistration

Page 8

TIBCO provides its certitication exams through Prometric, theleading worldwide provider of comprehensive technology-basedtesting and assessment Services. Prometric administers testingprograms through more than 2,400 Authorized Prometric TestingCenters in over 140 countries. To tìnd the testing center mostconvenient to you, go to www.2test.com.

TIBCO Education Proprctms

On-lin_e

' Candidates can register on-line for certification exams throughPromelric at www.2tesl.com.

' On-line exam registralion is currently available in most countries.

Telephone

' US/Canada: Tollfree (877) 370-4095

' Outside US/Canada:. Visit for a complete list of

reoistration phone numbers

rrHolvlS()lv+^PROfVIETRIC

Facilities

Progrcm Overviev

Page 9

TIBCO's lacilities arc designated by these signs.

Ilthis training course is being held at a customer site, rules andguidelines apply as detìned by the specifìc customer site.

'flBCO Software lnc

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 BWPlmplementation

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

Objectives

Page 12

The goal of this unit is to prepare you fbr the BWP solution you willimplement 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 TIBCODroducts.

T I BCO Education P rograms

. Knowledge:

. Discuss the business context and the business requirements onwhich course lab exercises are based

. Describe the logical architecture and process flows used toimolement the exercise solutions

. Outline the preparatory steps before implementation begins

Urtit l: Bttsiness Case mtl BWP In4tlemen.ttttittrt

--;;;;l T *, .l

.h@'.*^ ll

BWP Physical View (BeforeIntegration)

TIBCO Sofrware lnc.

BWP corporation is currcntly physically organized as shown above.

The Call Center, Operations, Financing and Purchasing departmcntshandle corporate functions fbr cach of the Service Center fianchises.

The details about hoiv the company currently operates and how itplans 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.

Pttge l3

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

Business Integration Scenario

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

Industry OverviewBWP is facing increasingly tou-eh competition in the marketplace. Increased technologicalcomplexity and vehicle durability have changed the industry, creating increased revenue pressure

and decreased profìt margins. Following a market shakeout. morc operationally-sophisticated partsand 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 lightrepair work. Meanwhile, wholesale parts distribution is movrng towards a.just-in-tin're model toreduce the investment in inventory. to ovL'rtome volatile pricing and to avoid the exposurc resultingfiom holding many high value parts fbr diverse makes and moclels of automobiles.

Business Strategy and JustificationBWP plans to levera-9e its brand and presence to transfbrm itself into a full-service automotiverepair and parts center by implementing strategic initiatives to increase market share, improverevenue, reduce costs, and enhance sustainable protìtability while continuing to deÌiver criticalproducts lnd scrvices lo its eustonrers.

Capital released by the disposal of assets fiom the distribution network will fund the fbllowing newinitiatives:

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 existingdistribution network

I Dispose o1'wholesale warehouse assets and out source wholesale distribution functions

P,,oa l1 T I B 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 fullservice 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 estimateof $ lOK/shop fbr hardware to support the new system.

Investment Return GoalsThe project will be largely tunded by the sale of parts warehouse inventory. Return on investmenttargets 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 $225Mr 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 byoutsourcing the parts warehouse.

r Protìtability is currently running atSVo of gross ($10M). The goal is to increase the protitmargin to l27o of gross ($27M based in increased gross revenue)

TIBCO Software Inc. Pnoe I \

M-BWI : TIBCO BusirtessWortsr]r 5.4 Intesration

BWP Project Analysis BestPractices

Page Ì6

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 managedimplementation phases that build upon each other.

Order Processing Integration - supplying parts was the oldbusiness, but the new business will rely heavily on a similar commonbusiness process fbr ordering parts. The same process will be used fbrall orders whether placed by customers or internally in support of newservices. This first implementation phase is a key building block togive the new business model a solid fbundation.

T I BCO Education P rogratn.s

. 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

Unit l: Business Case and BWP lmplementatiort

BWP Use Cases

TIBCO Sofnuare Inc.

The diagram above shows the use cases that BWP would like toaccomplish 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 Implementationfbr 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 BWPFranchise 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 automatedprocesses. These will invoke a Web Service implementation of'Process (Parts Only) Order' use case.

Page I7

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

Pnop I R

'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.

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

BWPBatch

Sequence Diagram: PlaceOrder

TIBCO So.t'r*\are lrtc

Orders nray be entered via batch when the Store Person notices thatthe Service Center is running low on comrnonly used parts. The orderis stored in a file. When Franchise Batch Processing sends a nlessage,

Batch Order Processing parses the fìle. lt is then sent on to OrderProcessing.

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 thisfirst phase of business integration only orders requesting itemscurrently 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.

Page l9

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

BWP Sequence Diagram: PlaceWeb Order

Page 20

Customers can place orders fbr auto parts by phoning a Sales Agentwho takes the order details tìom the Custorner and enters thcrn into a

web interf'ace. Web Order Processing parses the order and invokcsOrder Processing (which pertbrms the same steps as whcn a batchorder comes in).

Once Order Processing has completed. Web Order Processingretrieves 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.

T I B C O Ecl uc:cu ir.tn P rct grcnt s

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

fr@ I ["*e;;*l r---,----* I F;;- f--;; l f,?-i''lI web order I o,oe, credl check I I rnvenrory saes order I order Resllr I

I Pfúesns I processúq I pree$ós I I prcc$.e pr64s.s I procssns

i-------r------ --T_-- ----r-.----T-- -- r -- .---r---

co-pure o,oer sralsaú rolal prce

I

FSI oúr resll ro web

Unit l: Busirtess Cuse antl BWP lrnytlenentation

ffiTIBCO

BWP Sequence Diagram: QueryOrders

TIBCO SoJrwcLre Inc.

BWP cmployees may want to query sales ordcr infbrmation (on

behalf of a customer or to ensure that a parts order placed by a servicecenter was received). Web Order Processing will handle order queriesby invokin-g a query order process that retrieves the order details and

posts them back to the web interface.

Page 2Ì

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

BWP Business Requirements

Page 22

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

BWP wants to choose an E,nterprise Application Integration softwaresolution that will meet the current needs as outlined above and the

future needs as outlined in the refèrence document at the end of thisunit. BWP's technical statf know that these titure needs will likelyinclude workllow, B28 integration, portal solutions. enterprisemessaging, the ability to share data between CRM and ERP systems,and business activity monitoring to name a fèw.

TI BCO EduccLtion. P ro grams

* 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

[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

TIBCO Sofrware Inc.

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

Page 23

M-BWI: TIBCO BusinesslVortsr Nr 5.4 Irttesrútion

BWP Project lmplementation

OverviewAs technical stafT working fbr BWP we will implement this entire scenario using TIBCOBusinessWorksrM. 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 forsubmitting 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 ProcessOrcler, which provides the core business integration logic including:

r Accept the order either through batch or the Web

I Generate an internal Order IDI 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 allthe 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 itThe business process must be f'lexible and modular so that it can be easily configured and modifìedfor fiture enhancements. Exception handling is also very critical to BWP: they n.rust know thestatus 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 inORDER_DETAIL. Process Order will generate the output tile containing the result of processingthe 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- 10000 TIRE 1 Available

2100- 10003 BRAKE 12 Back Order

The tbllowing utility subprocesses will be used fbr specifìc finctions in the business process, andwill 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

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

Table 4

Page 26 T I B CO Educcttion. P ro g ratns

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

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

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:

TIBCO Sofnvare Inc. Page 27

CUSTOMER_ACCOUNT INVENTORY-ITEM

AC-coYNr:lD *AMOUT']T-OWED

AILCBLE CREDIT

SALES_ORDER

ORDER DETAILUSTOMER-ID

SHIPMENT DATE

SHIPMEFIT-LOCATIÙN

TOTAL-AMOUNT

DELIVERY-METHOD

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

BWP Physical View (AfterIntegration)

Page 28

Once BWP has fìnished the fìrst phase of busincss integration. thcproccsses shown abovc will be in place. The details re_garding theseprocesscs 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.

TI BCO Educution P rcgrctms

Unit l: Business Case arul BWP Implementation

Process Order Service

BWP lmplementation Plan

I

I

The BWP implementation will be done in phases:

r Publish Credit Check Web Service, which you have alreadydevelooed. so its WSDL file is available to clients

Inrplement Process Batch Order to receive purchase order in batch

Implement SoLes Order Adapter Service to insert completed sales

orders into the BWP database

Implenrent Process Inventory in a transaction to check and deductinventory in the database

Implement Process Order which provides the business logic fbrthe system and expose its operation as a JMS-based service

Implement Process Web Order to receive Web orders and queries

Deploy and test the BWP solution

Pnop )Q

I

I

TIBCO Software Inc.

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

BWP lmplementation BestPractices

Page -ì0

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 thatmultiple developers can work on the same project. You can use BW'simporlexport facility to merge the project into one final project whenthe development work is completed and you are ready to deploy.

TIBCO Educatir.tn Programs

. 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

. Use Projecl Template. Quick start devÈlopment

úonfìq!ralùn I Proi8d $enings Degr gn lime Libraries :

tal r'

Fite qlias

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


I

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

r Apply your confìguration settings and Save your work tiequentlyas you go.

We will break our project into subprocesses with an overallprocess (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

Page 3 ITIBCO Software Inc.

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


Page 32

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 haveexplicitly defined data types. This helps to eliminate commonmistakes and makes data transfbrmation easier.

r The BW mapper generates XSLT fbr implementing datatransfbrmations and allows you to build XPath functions tbrmapping individual data fields.

r Use XPath Editor to create mappings (instead of just typing themin) to learn where finctions are located and improve mappingskills. Expressions are provided fbr complex mappings in fìleC :\BWEDU\XPath\Expressions.txt.

T I BCO Education P ro grams

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

Unit l: Business Case antl BWP Imnlementatiott

Reference Document - BWPBusiness Analysis

OverviewThis business case describes, in further detail than already presented, the business interfaces thatexist in BWP now as well as the business evolution objectives of BWP. Forevery business unitshown 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. CustomersCustomers 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 BWPService Agent who will handle the request.

BWP makes a distinction between ad hoc buyers of parts and services and repeat customers. BWPencourages customef loyalty and prefèrred customers can login to the BWP portal to takeadvantage of loyalty programs and special otlèrs.

Role Responsibilities Collaborations

Customer r Initiate sales call or log on to the BWP web site

r Supply name, address and credit card number

r Show vehicle registration documents (ifapplicable)

I Drop off vehicle at Workshop at appointed time (ifapplicable)

r Agree to cost estimate tbr services prior to servicebeing done (if applicable)

r Pick up vehicle at Workshop when work iscompleted (if applicable)

r Call Center [2]r Order

Management

t3lr Service

Provisioning

t4lI Service Center

JI

2. Call CenterThe Call Center handles all sales calls, tracks custonler orders and assists in maintaining customelsatisfaction. 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 marketingcampalgns.

Table 5


Sales

Agentr Take order details fiom customer

I Submit details to Order Management fbrprocesslng

I Infbrm customer ol'order result or status whenrequested

I Transfèr servicc and/or test request calls toService Agent in the Service Provisioning

r Customer Il]r Order

Management

t3lr Service

Provisioning

t4l

WebOrderProcessing

r Handle orders placed via web (by the Sales Agentor Service Agent)

r Submit details of'orders to Order Management

I Return and display order result as web page

response

r Handle order status queries fì'om Sales Agent.Service Agent or Store Person

r Call Center(Sales Agent)111tL I

r Service Center(Store Person)

tllr Order

Management

t3lI Service

Provisioning(ServiceAgent) [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 orderparts needed for a service).

Order Management does not handle orders that include service or testing. Note that BWP cannothandle "parts only" and "test only" or "parts and service" orders as part ofthe same order. The

Page 34 T I B 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


OrderProcessing

r To ensure that orders are processed according to the

businers lequirements

r To ensure that all exceptions are handled according tohusine>s and systcm requircnrcnts

I Pass orders that involve nìore than parts to ServiceProvisionin_e

r Customer ! l

r Call Center [2]

r Service Provisioning

t4lr Finance [5]r Internet Sales

Inventory [6]r Service Center [71

r Shipping [91

BatchOrderProccssing

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

QueryOrdersProcessing

Provide order slatus on anv orders olaced r Call Center [21

r Service Provisioning

t4lr Finance [51

r Service Center [7]

4. Service ProvisioningService provisioning handles all aspects of schedulin_s service appointments as well as ensuringthat all required special parts are available. The Service Agent deals with scheduling time in theworkshop and test centers at the various tianchises. Service Order Processing is a workflow-basedprocess that tracks the staLus of'the service and any parts orders and alerts key individuals to handleexceptions.

If a customer calls in fbr service, the oall is transfèmed by the Sales Agent to the Service Agent whothen handles the customer request by interacting with a pre-existing scheduling software programto work out with the customer when the carcan be brought in fbr the service requcsted and to whichof the nearest locations.

If the customer orders the service via the web, the above process will be handled automaticallywithout 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 byService Order Processing, which is part of Service Provisioning. Service Order Processing alsohandles 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

5. Finance

Finance handles Accounts Payable and Accounts Receivable. Finance also maintains an internalcredit 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


ServiceAgent

Handle telephone orders fbr service

Interact with Service Processinc

I

I

r CallCenter [2]I Customer f 1l

r Service Provisioning (Service

Order Processing) [4]

ServiceOrderProcessing

I Create service cost estimate (fbr customer)

r Open new invoice with Accounts Receivable

r Handle changes to schedule based on

customer requirements

r Order special parts required fbr services

r Schedule workshop, test bay and mechanic(s)(as needed)

r Update CRM system with customer orderhistory details when service is complete (totrack warranties on parts and services)

r Customer Ii]I Service Provisioning (Service

Agent) [4]r Finance (Accounts

Receivable) [5]r Order Management [31

r Franchise Service Center [7]r Call Center [2]

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


CreditCheckProcessing

Implement the credit policy of BWP (verifypurchase amount does not exceed credit)

Raise an exception when the credit limit is

exceeded

t

I

r Servìce Provisioning [rl]

r Order Management [3 ]

r CallCenter [2]

FinancialController

r Enfbrce the credit policy oi BWP

r Make exceptions to policy where appropriate(e.g. fbr a fianchise)

r Call Center [2]r Finance l5lr Franchise Service Centers [7]

Sales

OrderProcessing

r Maintain a database of all orders placed(including total amount)

r Call Center [21

r Shipping [9]r Finance (Accounts Receivable,

Accounts Payable) [5,

6. Internet Sales InventoryBWP maintains a small inventory of commonly-ordered items tbr immediate shipment tocustonlers 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 whichinclude spccialty parts items will also be shipped directly fiom the supplier.

TabLe 9

TIBCO SoftwcLre Inc Page 37


InventoryProcessing

r Check inventory records (availability ofnon-specialty items)

r Update inventory records as required

r Re-order items to maintain stock levels

r Order Management [3]r Purchasing [8]

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

Table 9


StorePerson

r Handle goods that come in

I Ensure inventory systems have accurate data(account tbr missing items. etc.)

I Internet Sales Inventory(Inventory Processing) [6]

r Purchasing [8]r Finance [5]

7. Franchise Service CentersThere are many Service Centers distributed across the country. All Service Centers have workshoptacilities, 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 ServiccCenter.

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 themsign 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 thatstores the infbrmation in a tìle. He sends a message to Order Management to trigger plocessing the

batch order.

Thble I0


ServiceCenterManager

r Coordinates schedule system accuracyregarding Workshop and Test Center bay

usage

r Scheduling of Mechanics and CertifiedTesters to specitìc tasks

I Primary customer tacing employee at the

Service Center

r Service Processing [4]I Customer Il ]r Franchise Service Center

(other employees) [7]

Page -18 TI BCO Education P rograms


StorePerson

r Handles goods that come ln

I Ensure inventory systems have accurate data

(account fbr missing items, etc.)

r Franchise Service Center(Franchise Batch Processing)

17)

r Purchasing [8]

r Finance [5]

Mechanic I Work on vehicle, completing required taskswithin the allotted time

r Infbrm Workshop Coordinator of progress

r Infbrm Workshop Coordinator of issues thatrequire attention

I Franchise Service Center(Workshop Coordinator) [7]

CertifiedTester

r Perfbrn'r test according to regulatoryprocedures

I Infbrm Workshop Coordinator when test

completed and test result

r Infbrm Workshop Coordinator of issues thatrequire attention

Franchise Service Center(Workshop Coordinator) [7]

FranchiseBatchProcessing

r When manually triggered, check fbr existenceof file with low inventory details

I Publish a message with low inventory detailsto Order Management

Order Management [3]

Franchise Service Center(Store Person) [7]

T

I

Table 10

TIBCO Sofrware Inc.

Un.it l: Business Case cutd BWP ImltLemenrcttion

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 takeadvantage of negotiated deals. The protocol used by the prefèrred partner can be dynamicallychanged. Ifthe pretèmed provider does not have the item in stock, then the system goes to a secondpartner.

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 fbllowingprotocols: RosettaNet or EDI.

Table I l


ReplenishlnventoryProcessing

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

PurchasingManager

I Decides which supplier to purchase fiom inaccordance with BWP purchasing policies

Negotiates pricing agreenlents with suppliersI

I Purchasing (Replenish

Inventory Processing) [8]

Suppliers I l0]I

9. ShippingShippin-q handles all goods-out processes. Parts are only shipped to Customers (Franchise ServiceCenters 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


ShippingClerk

r Pack items tbr "parts only" orders

r Dispatch orders

r Internet Sales Inventory [6]r Finance [5]

Page 40 T I B CO Educat io n P ro grams

Unit I: Business Case and BWP ImnLementatiort

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

1 1. Regulatory ComplianceLike any company, BWP must adhere to governmental regulations. The fbllowing BWP serviceofferings require regulatory compliance considerations.

Smog Check

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

Road-Worthiness Test

Another of BWP's service offerings is a 15-Point Road Worthiness Test. This saf-ety check serviceis purchased by customers when government regulations require. BWP is certifìed by thegovernment 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 Seruices

Unit 2: Publishing Web Services

This unit explores the TIBCO BusinessWorks service-orientedplatform fbr generating and publishing Web services.

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

Page 43

Topics

TIBCO Software Inc.

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

Objectives

Pnoe 211

The main objective of this unit is to prepare you to implement the

various process detìnitions comprising Credit Check Web Service.Tothat 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 CredilCheck Web Service

I Explore advanced fèatures of the interactive debugger

T I B CO Educat ion P ro p rams

. 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

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 embeddedXML editor. Schema and instance creation

. amountFi * CrèditchéckRèquesti;r-j :f*. .... :

- . Accoundod

BW-based Web Services

TIBCO Sofnuare Inc

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

BW 5.4 services are standards-based and can interoperate with othervendor services that are likewise standards-compliant.

BW supports current Web Services standards, including SOAP,WSDL and WSIL. For transporting SOAP messages, BW supportsHTTP 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-endbusiness processes with TIBCO's AJAX-based rich client interf'acedevelopment platform TIBCO General Interfàce.

Pnoe 215

BW6ll : TIBCO BusinessWorksl Nr 5.1 Intesration

Generating WSDL

Pnoe 46

QueryWebServices is a BusinessWorks process that has to be built fbrdynamic WSDL discovery. With this process. clients can obtain theWSDL to call the service. This process is used to provide the latestWSDL to any client that wants to communicate with your SOAPserver(s).

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

T l B CO Ed ucctt ion P ro grams

. Clients need the concrete WSDL to invoke the service

* SlaIic WSDL:* In Service delinition

. Dynamic WSDt- Build BusinessWorks process

; Provide current WSDLs to clients

r All errors lOgged

" Visible in ACniinlstrator

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

aoú+falim fr'FtLsortÈ n4ùÈw

to1. t1, !!.1rrr.r'1

Ta.0d ilmespàce: hÍF itrmirs ÉrimDrÉ cnhll 1 4M t:1 iÈ71

Llrnera.e Eripes a.ND PrroeliÉs

tJnit 2: Publishing Web Serurces

. Use UDDI to obtain ihe WSDLo 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

and Discovèr SPublish and Discover Services:, UDDI

Formal Service Descriptions: WSDL

Service Interactions: SOAP

Universal Data Format: XML

UDDI Basics

TIBCO Sofware Inc.

In order to find the WSDL l'ile. the web service can advertise itself ina UDDI (Universal Description, Discovery and Integration) service.UDDI is a potential way for advertising and discovering WebServices. UDDI is a project to speed interoperability and adoption fbrweb services. UDDI has registry specifìcation tbr web services. [t is aUDDI 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 enterprisesto dynamically discover and bind to the business process of the

service provider.

Page 17

BW6 1 I : TIBCO BLtsirrcssWorkstNt 5.1 Inteerotion

UDDI Components

Page 48

businessEntity (White Pages): is the top level structure and allother structures are related via refèrences to this structure. Itdescribes the business and its details, such as nanrc, point ofcontact 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 fbrphysically 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 orothers

tModel: Mechanism used to exchange metadata about the web

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

TIBCO Education P rograms

SusinessFnfify:. Describes business

. Conlacts, address

brlsinessService:. Name, description of service

. Logícal definition

bindingTemplate:. Technical information for the

service' Ports, protocol

tModet (technical model). Metadata about service

- WSDL definition

businessEntity

businessService

bindingTemplate

Unit 2: Publislùrg Web Services

r fJpqinnpr flnnabilities

" Connect io UDDI Server* Optional

*.SSL; pfoxy

. Browse for services

* Publish Services

. Delete Services

aaar.r.'....lllt

' . ."'li'l'! ..llilì: . "r,l,Ft . t

'"q:,ry URL

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

oJblisn lnfl

D rbr,sh L RL

user fame :

rasgdn d

55L I origL dl on

:

lr '*l sl-rr5ledtruoliel,Tod"' _

- -

oro4 Eeaer Scllrr o:

BusinessWorks and UDDI

TIBCO Sofnt,are Inc.

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

specification.

The Tools > UDDI menu brings up the WSIL and UDDI RegistryBrowser dialog. This dialog allows you to browse web services orpublish the details of your web service

Page 49

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

Administering UDDI Servers

Page 50

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

Atìer adding a server, you can view its details Here you can addbusinesses to the server, ifyou have been granted access to publish tothis server. You can also edit the server's details bv clickins the Editbutton.

Tl BCO Ed ucation P ro gram s

. Option in TIBCO Administrator

' Add / remove UDDI servers* SSL settings

- Proxy Settings

Unit 2: Publishirtg Web Sen,ices

Supports SOAP 1.2. Handles SOAP Faulls

Context resource to store:. Context data

- Transport data

. Headers and attachments

Supports WS-Security. Outbound and inbound

Sqvicé

:ij .*flonte:d -ìervrce

RÉsource

C!nngu.ato. : [r!Dui!J Odbounù

Name: seirilùlorqAs;orit:rD. - 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

TIBCO Sofnuare lnc.

BusinessWorks 5.4 supports SOAP 1.2, which includes the SOAPf-ault specification to handle web service errors. The activity is

available in the SOAP palette. It also has a Context Resource to holdcontext 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 webservice fbr both inbound and outbound messages

Pnop 5 |

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

Web Services Security

Pnoe 5)

The policy palette in BusinessWorks has the necessary activities fbrsecurity. You first create a security policy and then associate it withthe 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/.

TI BCO Educcttion P ro g rams

Security Policy:. WS-Securìty 1.0

o Qon: reta nr lalta

Characteristics. Authentication: Valid sender

- User/passnrord. Certif icates

. Integrity: Sìgnaturesr SHAIiMD5

. Confidentrality: Encryptron; 3DES, AES-128, AFS-256

lo!'.Y

#. -.,:\i"

:ìÈcufiy Secuiltv

FoiiET FlliEyAssociÈtiùn

uor.0'liLieltrar rn llrÉq,ry' 0rrid;;ftÈ'

.li;',t*on*'.. *..rn.r.Fr" ""ÀES-1:8

PfivalP Key rdenrier TyÈe t:9:llil:X.50s derriv'

Urtit 2. Publishing Web Services

3WP lmplementation: Credit Check Service

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

ilTIBCOThe Power of Now"

BWP lmplementation: Credit CheckService

TIBCO Sofnuare Inc Page 53

Process Order Service

BWó I I :'llBCO BusinessWorksrrvr 5.4 lnteprotiotl

Credit Check Servicelmplementation

Page 54 TI BCO Education P ro grams

corsotibco parte5 pag 7 54

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