Installation and Upgrade Guide

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Installing AquaLogic BPM Workspace Extensions

This chapter provides detailed instructions for installing the ALBPM Workspace Extensions. For a less detailed overview of the installation process, see Quickstart Overview.

To install ALBPM Workspace Extensions, follow in instructions in the following sections in the order presented.

 


Installing AquaLogic BPM Enterprise

Acquire and run the installer for one of the following:

For ALBPM Enterprise for WebLogic, ensure that the WebLogic license is updated with the ALBPM license information.

For details on installing these products, see the Installation and Upgrade Guide for AquaLogic BPM.

Caution: Do not configure an AquaLogic BPM directory or JDBC datasources at this time.

 


Remove the IBM JSF Implementation from WebSphere

On WebSphere, move the files jsf-api.jar and ws-jsf.jar from the WebSphere/AppServer/lib directory to the WebSphere/AppServer directory.

 


Completing the Installer Wizard Pages

Acquire and launch the ALBPM Workspace Extensions installer appropriate for your platform.

The following table describes the ALBPM Workspace Extensions installer wizard pages for all platforms. Depending on your configuration, not all installer wizard pages may be displayed..

Table 0-1 ALBPM Workspace Extensions Installer Wizard Pages
Wizard Page
Description
License Agreement
Read and accept the license agreement.
Choose Install Set
Choose whether to install AquaLogic Interaction Process, the Image Service components, or both.
Installation Folder
The default install directory is recommended.
HTTP Port for the Portal Identity Service
Choose any free port. The default is recommended.
AquaLogic BPM 5.7 Installation Type
Choose Standalone, WebLogic, or WebSphere.
AquaLogic BPM 5.7 Folder
The directory where ALBPM 5.7 is installed.
Host Name
The fully qualified domain name of this host.
Plumtree Foundation Database
The AquaLogic Interaction portal database type, either SQL Server or Oracle.
Plumtree Foundation Database Connection Information
The database connection information for the AquaLogic Interaction database.
Process Execution Engine: Database Connection
The database connection information for the Process database. This database will be created later.
Image Service Location
The location of the portal image service.
Pre-Installation Summary
Review the summary and click Install.

 


Configuring the Process Database

Create the database and user for the process database, as entered into the AquaLogic BPM Workspace Extensions installer wizard.

Script the database for process and the BEA ALI Identity Service. Run the following scripts against the process database in the following order:

Configuring the Process Database on Microsoft SQL Server

Run all scripts as the user specified when installing.

From <INSTALL_DIR>/ptprocess/1.7/sql/mssql/

  1. create_tables.sql
  2. seeddata.sql

From <INSTALL_DIR>/ptids/1.2/sql/mssql/

  1. create_schema.sql

Configuring the Process Database on Oracle

Run the first two scripts as sysdba user. Run all subsequent scripts as the database user specified during installation.

From <INSTALL_DIR>/ptprocess/1.7/sql/<DB_TYPE>/

  1. create_table_space.sql
  2. create_user.sql
  3. create_tables.sql
  4. load_seed_info.sql

From <INSTALL_DIR>/ptids/1.2/sql/<DB_TYPE>/

  1. create_schema.sql

 


Configuring WebLogic and WebSphere with ALBPM Workspace Extensions Shared Libraries

Configuring Shared Libraries in WebLogic

  1. Stop the WebLogic server on the AquaLogic BPM WebLogic domain.
  2. Copy the following libraries from to the shared libraries directory of the AquaLogic BPM WebLogic domain.
    • <INSTALL_DIR>/albpm5.7/j2eewl/j2ee/common/lib/fuegoj2ee-lib-all.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/ext/fuegoconn-plumtree.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/ext/fuegofdi-plumtree.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/aopalliance-1.0.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/burlap-2.1.12.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/hessian-2.1.12.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/hydrogen-commons-core-1.2.0.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/hydrogen-directory-api-1.2.0.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/plbase.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/ploracle.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/plsqlserver.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/plutil.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/libraries/plumtree/spring-1.2.2.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/webapps/portal/WEB-INF/lib/commons-httpclient-3.0.1.jar
    • <INSTALL_DIR>/albpm5.7/j2eewl/webapps/portal/WEB-INF/lib/commons-codec-1.3.jar
    • The WebLogic shared libraries directory is typically

      \bea\user_projects\domains\<domain>\lib\

  3. Start the WebLogic server on the AquaLogic BPM WebLogic domain.

Configuring Shared Libraries in WebSphere

Create a shared library instance for the ALBPM Workspace Extensions libraries. The libraries must be in this order:

  1. <INSTALL_DIR>/albpm5.7/j2eews/j2ee/common/lib/fuegoj2ee-lib-all.jar
  2. <INSTALL_DIR>/albpm5.7/j2eews/j2ee/websphere/was6stubs/fuegoj2ee-was6-stubs.jar
  3. <INSTALL_DIR>/albpm5.7/j2eews/ext/fuegoconn-plumtree.jar
  4. <INSTALL_DIR>/albpm5.7/j2eews/ext/fuegofdi-plumtree.jar
  5. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/aopalliance-1.0.jar
  6. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/burlap-2.1.12.jar
  7. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/hessian-2.1.12.jar
  8. <INSTALL_DIR>albpm5.7/j2eews/libraries/plumtree/hydrogen-commons-core-1.2.0.jar
  9. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/hydrogen-directory-api-1.2.0.jar
  10. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/plbase.jar
  11. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/ploracle.jar
  12. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/plsqlserver.jar
  13. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/plutil.jar
  14. <INSTALL_DIR>/albpm5.7/j2eews/libraries/plumtree/spring-1.2.2.jar
  15. <INSTALL_DIR>/albpm5.7/j2eews/webapps/portal/WEB-INF/lib/commons-httpclient-3.0.1.jar
  16. <INSTALL_DIR>/albpm5.7/j2eews/webapps/portal/WEB-INF/lib/commons-codec-1.3.jar

 


Deploying the Process PTE

Use the migration tool to import the process PTE file. The file is located in the following directory:

<INSTALL_DIR>/ptprocess/1.7/serverpackages/.

Import process-6x.pte for 6.x versions of the portal (Plumtree Foundation or AquaLogic Interaction). Import process-5x.pte for 5.x versions of the portal (Plumtree Corporate Portal 5.x).

Note: If installing with ALBPM Enteprise WebLogic or WebSphere, the Remote Server objects in the Portal must be edited to point to the WebLogic or WebSphere server.
Note: The Remote Server objects that must be edited are in the Remote Server section of the Process folder in portal administration.

For details on importing a PTE file, see the Administrator guide for the appropriate version of the portal.

 


Starting the BEA AquaLogic Interaction Identity Service

Start the BEA AquaLogic Interaction Identity Service using the OS appropriate script in the following directory:

<INSTALL_DIR>/ptids/1.2/bin/

From the command line in Windows run

service console

In Linux or Unix run

./service.sh console

The service should start without error.

 


Configuring an ALBPM Workspace Extensions Directory Service

Prior to configuring the directory service, ensure that the BEA ALI Identity Service and the ALI API service are running.

To configure a data service for ALBPM Workspace Extensions:

  1. Open the AquaLogic BPM Administration Console
  2. Click Configuration.
  3. Click Add....
  4. Select Create New Directory and click OK.
  5. Enter a name for the directory service in the Directory ID field.
  6. For Provider choose either Oracle (ALI) or SQLServer (ALI).
  7. Caution: Do not use any of the other JDBC providers.
  8. For ALI Directory Service Host and ALI Directory Service Port enter the connection that was specified when installing ALBPM Workspace Extensions.
  9. The ALI EDK Service Endpoint URL points to the server hosting the API service. If defaults were accepted when installing the portal, the URL is http://<PORTAL_HOST>:11905/ptapi/services/QueryInterfaceAPI.
  10. The ALI Administrator password is the password for the Administrator user of the portal installation.
Note: If the box next to Create SQL Script is checked the database will not be scripted but rather scripts will be generated. The database administrator user and password do not need to be supplied. This allows a DBA to review the scripts and create the Directory Service by hand.

The following tables detail the remaining fields for each database:.

Table 0-2 Configuring the ALBPM Workspace Extensions on Oracle
Setting
Description
Database Host
The host name or IP address of the Oracle database server.
Database Port
The port on the database host that Oracle is listening to.
Organization Logical Name
The organization within AquaLogic BPM this directory will belong to. This can be any string.
Administrator User
A user with administrator access to Oracle. This user must have permissions necessary to create a new schema.
Administrator Password
The password of the administrator user.
Schema Name
The name for the schema to be created for this AquaLogic BPM directory.
Schema Password / Confirm Password
The password for the schema to be created.
SID
The SID for the Oracle database.

.

Table 0-3 Configuring the ALBPM Workspace Extensions on SQL Server
Setting
Description
Database Host
The host name or IP address of the SQL Server database server.
Database Port
The port on the database host that SQL Server is listening to.
Organization Logical Name
The organization within AquaLogic BPM this directory will belong to. This can be any string.
Administrator User
A user with administrator access to SQL Server. This user must have permissions necessary to create a new database.
Administrator Password
The password of the administrator user.
Database
A name for the database to be created for this AquaLogic BPM directory.
Login Name
A name for the database user to be created for this AquaLogic BPM directory.
Login Password / Confirm Password
A password for the database user to be created.

  1. Verify the directory service. From the Configuration screen click Check.

 


Configuring an ALBPM Workspace Extensions Engine

Follow the instructions specific to the version of AquaLogic BPM Enterprise installed:

Configuring an Engine for AquaLogic BPM Enterprise Standalone

To create an ALBPM Workspace Extensions engine:

  1. Ensure that the AquaLogic BPM Workspace starts with the BPM Web Application:
    1. From the AquaLogic BPM Administration Center, click Configuration.
    2. Click the BPM Web Applications tab.
    3. Check the box next to Start WorkSpace on BPM Web Applications Startup.
    4. Click OK and save the configuration.
  2. From the AquaLogic BPM Administration Center, click Start BPM Web Applications.
  3. Log into the ALI portal as a Process Administrator. For example, log in as administrator.
  4. Go to Administration.
  5. From the Select Utility ... dropdown, select Process Administrator.
  6. Click Engines.
  7. Click Add.
  8. Enter a name for the engine.
  9. For Engine Type choose enterprise. For Engine Database Type choose either Oracle (ALI) or SQLServer(ALI).
  10. Click Next.
  11. Under Properties, enter database connection information. The user and database/schema supplied will be created for the engine.
  12. Click Next.
  13. Click the Networking tab. Enter an SMTP server and administrator email address.
  14. Click Save.

Configuring an Engine for AquaLogic BPM Enterprise for WebLogic

To create an ALBPM Workspace Extensions engine:

  1. Ensure that the AquaLogic BPM Workspace starts with the BPM Web Application:
    1. From the AquaLogic BPM Administration Center, click Configuration.
    2. Click the BPM Web Applications tab.
    3. Check the box next to Start WorkSpace on BPM Web Applications Startup.
    4. Click OK and save the configuration.
  2. From the AquaLogic BPM Administration Center, click Start BPM Web Applications.
  3. Log into the ALI portal as a Process Administrator. For example, log in as administrator.
  4. Go to Administration.
  5. From the Select Utility ... dropdown, select Process Administrator.
  6. Click Engines.
  7. Click Add.
  8. Enter a name for the engine.
  9. For Engine Type choose weblogic. For Engine Database Type choose either Oracle (ALI) or SQLServer(ALI).
  10. Click Next.
  11. Under Properties, enter database connection information. The user and database/schema supplied will be created for the engine.
  12. Click Next.
  13. Verify the JNDI properties. These are the same properties configured in WebLogic in the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebLogic.
  14. For BPM Application Deployer URL, enter the URL for the BPM deployer application configured in the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebLogic.
  15. Enter the WebLogic server or Cluster name.
  16. Click Next.
  17. Click the Networking tab. Enter the mail session JNDI name, SMTP server, and administrator email address. The mail session is configured in the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebLogic.
  18. Click Save.

Configuring an Engine for AquaLogic BPM Enterprise for WebSphere

To create an ALBPM Workspace Extensions engine:

  1. Ensure that the AquaLogic BPM Workspace starts with the BPM Web Application:
    1. From the AquaLogic BPM Administration Center, click Configuration.
    2. Click the BPM Web Applications tab.
    3. Check the box next to Start WorkSpace on BPM Web Applications Startup.
    4. Click OK and save the configuration.
  2. From the AquaLogic BPM Administration Center, click Start BPM Web Applications.
  3. Log into the ALI portal as a Process Administrator. For example, log in as administrator.
  4. Go to Administration.
  5. From the Select Utility ... dropdown, select Process Administrator.
  6. Click Engines.
  7. Click Add.
  8. Enter a name for the engine.
  9. For Engine Type choose websphere. For Engine Database Type choose either Oracle (ALI) or SQLServer(ALI).
  10. Click Next.
  11. Under Properties, enter database connection information. The user and database/schema supplied will be created for the engine.
  12. Verify the JNDI properties. These are the same properties configured in WebSphere in the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebSphere.
  13. For BPM Application Deployer URL, enter the URL for the BPM deployer application configured in the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebSphere.
  14. Enter the WebSphere server or Cluster name.
  15. Click Next.
  16. Click the Networking tab. Enter the mail session JNDI name, SMTP server, and administrator email address. The mail session is configured in the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebSphere.
  17. Click Save.

 


Creating the Engine Database

After the AquaLogic BPM engine is created, the engine database must be scripted.

To create the engine database:

  1. From the Engines page, click the name of the engine.
  2. Under Advanced Properties, click the Manage Database link.
  3. Check boxes next to Create the database and Create the data structure.
  4. Enter a database user name and password.
    • For Oracle, enter a user with administrator access to Oracle. This user must have permissions necessary to create a new schema.
    • For SQL Server, enter a user with administrator access to SQL Server. This user must have permissions necessary to create a new database.
  5. Click OK. The database is now scripted.
Note: To generate scripts to be reviewed by a DBA, click Show SQL Statements instead of OK. The database user and password do not need to be supplied.

 


Configuring WebLogic or WebSphere for AquaLogic BPM

For deployments of AquaLogic BPM Enterprise for WebLogic or AquaLogic BPM Enterprise for WebSphere, the respective application servers must be configured prior to deploying the engine. For details, see the Administrator Guide for AquaLogic BPM, Create a Process Execution Engine on WebLogic or Create a Process Execution Engine on WebSphere.


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