BizFlow 9.0 BizCoves BluePrint

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1 BizFlow 9.0 BizCoves BluePrint HandySoft Global Corporation 1952 Gallows Road Suite 100 Vienna, VA USA

2 HANDYSOFT GLOBAL CORPORATION. ALL RIGHTS RESERVED. THIS DOCUMENTATION IS PROTECTED BY COPYRIGHT AND DISTRIBUTED UNDER A LICENSE THAT RESTRICTS ITS USE, COPYING, AND DISTRIBUTION. NO PART OF THIS DOCUMENTATION MAY BE REPRODUCED IN ANY FORM OR BY ANY MEANS WITHOUT THE PRIOR WRITTEN AUTHORIZATION OF HANDYSOFT. WHILE EVERY PRECAUTION HAS BEEN TAKEN IN THE PREPARATION OF THIS DOCUMENTATION, HANDYSOFT ASSUMES NO REPSONSIBILITY FOR ERRORS OR OMISSIONS. THIS DOCUMENTATION AND THE FEATURES DESCRIBED HEREIN ARE SUBJECT TO CHANGE WITHOUT NOTICE. HANDYSOFT ASSUMES NO RESPONSIBILITY REGARDING THE ACCURACY OF THE INFORMATION THAT IS PROVIDED BY HANDYSOFT AND USE OF SUCH INFORMATION IS AT THE RECIPEINT S OWN RISK. BizFlow is a registered trademark and/or trademark of HandySoft Global Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. The example organizations, companies, persons, server and object IDs, and addresses depicted herein are fictitious. No association with any real or actual entity is intended or should be inferred. This document may contain suggested guidelines that can be followed in order to implement integration with a third-party software product. As such, any files that accompany this document are templates that can be used to quick-start the integration. Because HandySoft has no control over the evolution of the third-party software, we cannot be held responsible for any modifications that may need to be made in order to fully implement this integration as a result. As the third-party software evolves, full integration may require additional procedures and may require alteration or additions to the template files. This BluePrint paper is intended for use with BizFlow 9.0. BC _ B HandySoft Global Corporation 1952 Gallows Road Suite 100 Vienna, VA USA

3 Contents BizFlow 9.0 BizCoves BluePrint Contents Introduction...1 Recommended Configurations for this BizCoves BluePrint Paper...1 About BizCoves...1 Extensibility of BizCove Framework...2 Models in this BluePrint Paper...3 Standalone Website or Intranet...4 IFRAME Parameters...4 Authentication and Access to BizCoves...7 Step 1 Register Users...7 Step 2 Create User Groups...7 Step 3 Create the Process Definitions...8 Step 4 Create the BizCoves...8 Step 5 Create the Work Area Pages...10 Test User Access...12 Conditional Logic...14 Sharepoint 2001 with NT Single Sign-On...17 Adding a BizCove to Sharepoint...17 Using Windows NT Single Sign-On...18 Sharepoint 2003 Portal Adapter...19 How To Use the Sharepoint 2003 Adapter...19 Installing New Files...20 New Files...20 New JAR Files...20 URL and Parameters of the BizFlow Gateway JSP...20 Configuring BizFlow...23 Creating the BizCove on Sharepoint Hummingbird and Credential Storage...28 Adding a BizCove to Hummingbird...28 e-clip Tags and Parameters...29 Adding the BizCove e-clip to a User Page...30 Credential Storage for End-users...30

4 Contents Integrating BizCoves into a Plumtree Portal...32 How the Plumtree Adapter Works...33 Installing New Files...33 Modified JSP Files...33 New Files...34 New JAR Files...34 URL and Parameters...34 bizflowgateway.jsp...34 adminprefs.jsp...38 Configuring BizFlow...38 Copy Files...38 Modify web.xml File...38 Configuring Plumtree...39 Single Sign-On...39 How to Use the Universal Password for each User...39 BizFlow as a Service in Plumtree...40 Register BizFlow as a Remote Server...41 Register the Service...42 Create the Portlet Template...46 Create the Portlet...46 View the Portlet...48 Registering the BizFlow Preferences in Plumtree...49 Registering the Preferences...50 Accessing the BizFlow Preferences...51 Setting the Time Zone...52 Non-Personalized Time Zone Setting for All Users...52 Personalized Time Zone Setting...52 Look-and-feel Customization...55 Creating the New Theme s Style Sheets...55 Adding Your Theme to the System...55 Summary...57

5 Introduction Introduction The BizCoves models in this BluePrint paper are examples on how your organization can leverage the flexibility offered by BizFlow to integrate and tailor BizCoves to your existing environment and applications: Standalone website or intranet Portal such as Sharepoint, Hummingbird, or PlumTree Code samples and instructions are provided for each model to serve as a brief but concise guide to integrators or managers interested in the benefits of customizing BizCoves or deploying them outside of BizFlow. For more services around those models and for file packages that are required, please contact HandySoft Global Corporation. Recommended Configurations for this BizCoves BluePrint Paper In order to develop the BizCove models in this BluePrint paper make sure you are using the following: BizFlow 9.0 SP1 Microsoft Sharepoint 2001 SP 2; although Sharepoint 2003 is not officially supported at this time for BizFlow 9.0, the BizFlow Portal Adapter for Sharepoint 2003 can be purchased to support it(configuration steps are provided in this BluePrint) Hummingbird with latest service packs PlumTree 5.0 About BizCoves BizCoves organize and simplify the way people work. BizCoves are containers, which, thanks to a straightforward and elegant user interface, provide at-a-glance access to work items and functionality to handle them, as well as reports on process benchmarking or monitoring. Work area pages using BizCoves are personally assigned to workflow participants based on their responsibilities within an organization. As a result, users no longer sift through the information they don t need, while managers have access to the big picture through reports and monitoring BizCoves. October /

6 Out-of-the-box BizCoves offer great customization capabilities BizFlow 9.0 BizCoves BluePrint Out of the box, BizFlow already offers great flexibility in the way BizCoves can be designed and adapted to each user s work and responsibilities: Personalization Worklist BizCoves display work items assigned to a user, an organizational unit or a user group, and can narrow down the list to specific process activities. Introduction Functionality selection and customization BizCoves names, icons and controls are fully customizable, whether choosing your own image, labeling buttons with your own terminology, or modifying their location. The eight types of reporting BizCoves can be displayed as tables or charts, and a report s timeframe can be set to whatever range you want. You also have full control over the columns displayed within the BizCoves. Customizable filters allows you to alert users about urgent tasks or communicate critical business information. For more details on BizCove types, and how to create them using the BizFlow administration tool, please refer to the BizFlow User Guide. Extensibility of BizCove Framework Thanks to BizFlow extensibility, BizCove Work Area Pages may be easily transported to other portal applications, intranets or websites through: Extensive APIs enabling conditional logic The support of single sign-on and automatic user identification Look-and-feel customization via CSS A Very Comprehensive Set of APIs Using Java, C++, COM and SOAP APIs, applications can communicate with BizFlow to directly control the content and functionality within BizCoves. Result sets in XML can be easily parsed to store and display information. Furthermore, APIs, through conditional logic statements, enable the BizCoves information and functionality to be uniquely specific to users, according to data related to their groups, organizational unit or authority groups. Other information such as customized greeting messages can also be displayed. Note: For more information on the BizFlow API Libraries, please refer to the BizFlow API Developer Guides, C++ Application Program Interface Developer Guide, Java Application Program Interface Developer Guide, SOAP Application Program Interface Developer Guide, and XML Application Program Interface Developer Guide. Full Single Sign-on Support for a Seamless User Experience BizFlow supports Windows NT and PKI single sign-on technologies as well as user identification across applications. (Those need to be set up correctly.) This automatic authentication capability allows users to log in only once to the portal or application in which BizCoves are displayed without logging into BizFlow. October /

7 Introduction Note: Notes about NT and PKI Single Sign-On: NT Single Sign On -- You must be using Microsoft Windows NT 4.0 or higher or Windows 2000, and your network must use Microsoft Active Server Directory for authentication. With NT Single Sign On, once a user logs onto NT or Windows, they are given automatic access to BizCoves. Selecting NT Single Sign On is a BizFlow Administrator Preference option found in the General tab. For more information about single sign on or how to select it, refer to the BizFlow Administrator User Guide. Customizable User Interface The user Interface that dictates the look and feel of any BizCove can be easily customized for usability, consistency or presentation. The XML data that is used to create the BizCove does not contain any formatting information. Cascading Style Sheets (CSS) determine the way the XML data will be rendered, or displayed. Style sheets can be edited to modify BizCoves themes with your own selection of fonts, colors or to position the information differently. Models in this BluePrint Paper Each model in this BluePrint paper illustrates a way to deploy BizCoves using the techniques previously discussed: Standalone Website or Intranet Explains how to present BizCoves within a corporate intranet or Web site. Conditional Logic Explains how to use conditional logic so that the information and functionality displayed to the user within the BizCove is uniquely specific to that user. Authentication and Access to BizCoves Explains how to grant access to BizCoves based on user authentication and user group participation. Integrating BizCoves into Sharepoint 2001 Portal with Single Sign-on Presents the procedure to integrate the BizCove into a Sharepoint 2001 portal. This BluePrint paper also illustrates how NT single sign-on affects user authentication. Integrating BizCoves into Sharepoint 2003 Explains how to integrate the BizCove into a Sharepoint 2003 portal using the portal adapter. Integrating BizCoves into Hummingbird Portal Explains how to integrate BizCoves within a Hummingbird portal. Integrating BizCoves into a Plumtree Portal Describes how to deploy BizCoves in Plumtree using BizFlow as a Web service. For this deployment, single sign-on must be employed, so use of the universal password is covered. Look-and-feel Customization Details how to use the CSS to create your own BizCove theme or appearance. October /

8 Standalone Website or Intranet BizFlow 9.0 BizCoves BluePrint Standalone Website or Intranet BizCoves can be easily integrated into a regular Web page using the <IFRAME> tag, supported by both Netscape (6.x minimum) and Internet Explorer (5.x recommended). The IFRAME element allows you to insert the BizCove within a block of text, and is very similar to inserting an image or an object. In its simplest version, no programming is required since the call to the BizCove also includes user authentication. Should the user be authenticated by BizFlow, a small popup window prompts the user for a login and password. The BizCove is inserted via the SRC attribute of the IFRAME tag, using the following format: src= bizlogin.jsp?loginid=<%loginid%>&password=<%password%>&forcelogin=tru e&returnurl= <%BIZCOVE_FOLDER%>/ <%BIZCOVE_TYPE%>_<%BIZCOVE_ID%>.jsp%3frefresh=y Replace <%BIZFLOW_SERVER%> with the server name or IP address followed by a colon (:), followed by the Web Server port number. IFRAME Parameters Parameter <%BIZFLOW_SERVER%> <%LOGINID%> <%PASSWORD%> <%BIZCOVE_FOLDER%> Instructions Replace with the DNS or IP and port number of the BizFlow server containing the BizCove. Example: bizflow.company.com or :7201 Replace with a valid user ID. The user must be authorized to view the BizCove. Replace with the user s password matching with the user ID. Replace with one the following values according to the BizCove type: Process initiation BizCove: definition Worklist Bizcove: worklist Monitoring Bizcove: monitor Report BizCove: report October /

9 Standalone Website or Intranet Parameter Instructions Report list BizCove: reportlist External report BizCove: externalreport <%BIZCOVE_TYPE%> <%BIZCOVE_ID%> Replace with one of the following values according to the BizCove type: Process initiation: definition Worklist: worklist Monitoring: monitor Process benchmark report: report1a Activity benchmark report: report1b Current activity status report: report2a Historic activity status report: report2b Overdue activity report: report3a Activities due shortly report: report3b Completed processes report: report4a Completed activities report: report4b External report: externalreport Replace with the BizCove ID on the BizFlow server containing the BizCove. As an example, this simple HTML code displays a Worklist BizCove, without any programming required. <HTML> <BODY> <IFRAME name="worklistbizcove" id="1" src=" bizlogin.jsp?loginid=user&password=password &forcelogin=true&returnurl= bizflow/data/bizcoves/worklist/ worklist_ jsp%3frefresh=y" width="500" height="350" scrolling="yes frameborder= 0 marginheight= 5 marginwidth= 5 October /

10 Standalone Website or Intranet align="center"> </IFRAME> </BODY> </HTML> Figure 1. BizCoves integrated using the IFRAME model To modify the look-and-feel and position of the IFRAME, edit its attributes. Refer to an HTML manual for more information about the IFRAME tag. October /

11 Authentication and Access to BizCoves Authentication and Access to BizCoves This section explains how to grant access to BizCoves based on user authentication and user group participation. Access to different BizCoves is controlled by authentication and which organizational unit a participant belongs to, which user groups a participant belongs to, and whether or not the participant is a user or manager. How you choose to deploy your BizCoves is dependent upon how users are authenticated by BizFlow. If you use LDAP import to authenticate users, you may want to use user groups to create distinct BizCoves for users. Whether or not you deploy your BizCoves through a portal or through BizFlow and the Work Area Pages also determines access to the BizCoves. If you are using a portal, you may want to create a distinct BizCove for each user group to limit access. You can create as many user groups, each with as many users, as you need to filter the work appropriately. If you decide to use a portal to deploy your BizCoves, you can follow the instructions later in this BluePrint on how to integrate with portals. The example in this section explains how to create BizCoves so that two participants in the same organizational unit can each access both the work sent to their organizational unit and work sent to their user group while being able to initiate work only from their own user group. This example also shows how the manager s BizCove can be entirely different from that of the users. All of the steps in this section reflect the example that is shown in the related figures. This example is just a suggested way to organize the BizCoves. The way you construct yours will depend on factors including folder authorization, use of organizational units, and use of user groups. Step 1 Register Users Go to Authentication in the default General Administrator menu. 1. Create an organizational unit called Claims Department. 2. Register three users in the new organizational unit with User licenses: Terry, Fred, and Jane. Terry is the manager. Step 2 Create User Groups Go to User Group in the default Business Administrator menu. 1. Create a user group hierarchy called ClaimsDepartment with user groups underneath called Fast Track Officer and Claims Processor. October /

12 Authentication and Access to BizCoves 2. Assign your users so that Fred is in the Fast Track Officer user group and Jane is in the Claims Processor user group. Step 3 Create the Process Definitions Go to Process Design in the default Designer menu. Create some process definitions to use that have at least one normal activity. For example: Process Definition Normal Claim Special Claim Vacation Request Participant Claims Processor Fast Track Officer Initiator 1. Set the participant in the normal activity to the user group that is going to do the work. 2. Set the participant to initiator for any processes you want to make generally available. Step 4 Create the BizCoves Go to BizCove in the default Business Administrator menu. You will create a process initiation BizCove for each user group and a worklist BizCove for the organizational unit. 1. Create a process initiation BizCove called Fast Track Process Initiation BizCove. 2. Designate the Fast Track Officer user group to have access to this BizCove. October /

13 Authentication and Access to BizCoves 3. Add the Special Claim, Normal Claim and Vacation Request process definitions to the BizCove. 4. Finish the wizard. You can create filters and buttons as you want. Refer to the BizFlow User Guide for assistance. October /

14 Authentication and Access to BizCoves 5. Create a process initiation BizCove called Claims Processing Process Initiation BizCove. 6. Designate the Claims Processor user group to have access to this BizCove. 7. Add the Normal Claim and Vacation Request process definitions to the BizCove. 8. Finish the wizard. You can create filters and buttons as you want. Refer to the BizFlow User Guide for assistance. 9. Create a report BizCove. For example, create an Activity Benchmark report including all of the processes you created. 10. Designate the Claims Department organizational unit to have access to this BizCove. 11. Finish the wizard. 12. Create a worklist BizCove called the Claims Department Worklist BizCove. 13. Designate the Claims Department organizational unit to have access to this BizCove. 14. When you define the scope of the Work Area, include any of the process definitions for which you set any of the user groups as participants so that they ll be able to see the running processes. Remember, you can include the entire folder, a process definition or the specific activity for which the user group is a participant. This will determine what work will be included in the BizCove. Any work assigned to the members of the user group will be displayed as long as the activity with the workitem has been included. It does not mean that the work will not be assigned if the activity (process definition or folder) is not included, the participants just won t be able to see it. 15. Finish the wizard. Step 5 Create the Work Area Pages Go to BizCove in the default Business Administrator menu. You can either deploy the BizCoves through a portal, which this BluePrint examines in other sections that follow, or you can deploy through Work Area Pages. BizFlow lets the business administrator create two BizCoves for each user group or organizational unit. One is for the general users of the user group or organizational unit and one is for the manager. The example in this BluePrint uses four different Work Area Pages. 1. Create a user Work Area Page for the Claims Department organizational unit. October /

15 Authentication and Access to BizCoves 2. Choose two columns. October /

16 Authentication and Access to BizCoves 3. Add BizCoves: Column 1 assign the Report BizCove that you created Column 2 assign the Claims Department Worklist BizCove 4. Create a manager Work Area Page for the Claims Department organizational unit. 5. Choose two columns. 6. Add BizCoves: Column 1 assign the Report BizCove that you created Column 2 assign the Claims Processing Process Initiation BizCove and the Fast Track Process Initiation BizCove 7. Create a user Work Area Page for the Fast Track user group. 8. Choose one column. 9. Add the Fast Track Process Initiation BizCove. 10. Create a user Work Area Page for the Claims Processor user group. 11. Choose one column. 12. Add the Claims Processing Process Initiation BizCove. Test User Access Now try logging in as each one of the users, Terry, Fred and Jane to see how access to the BizCoves varies. Figure 2. Jane will see work assigned to members of the Claims Processor user group in the Claims Department Organizational Unit Work Area Page. Jane can also select the Claims Processor user group Work Area Page from the Show drop box to see the two process definitions that they are allowed to initiate in the user group. October /

17 Authentication and Access to BizCoves Figure 3. Fred will see work assigned to members of the Claims Processor user group in the Claims Department Organizational Unit Work Area Page. Fred can also select the Fast Track Officer user group Work Area Page from the Show drop box to see the three process definitions that they are allowed to initiate in the user group. Figure 4. Because Terry is the manager of the organizational unit, the manager Work Area Page is displayed. Terry can initiate the process definitions from either user group BizCove. October /

18 Conditional Logic Conditional Logic One of the core benefits and usability points of BizCoves is their ability to display only what pertains to users, based on their user group, organizational unit, authority group or other filtering criteria. The conditional logic model enables personalization outside BizFlow, and even enhances its capabilities. To benefit from the conditional logic capability, JSP and Java Beans (hwjsp.jar, hwweb.jar) must be used. As an example, by using the following beans in the code below, it is very easy to greet the user by name and/or organizational unit. <jsp:usebean id="hwsessioninfo" class="com.hs.bf.web.beans.hwsessioninfo" scope="session"/> <jsp:usebean id="hwsessionfactory" class="com.hs.bf.web.beans.hwsessionfactory" scope="application"/> <% // Retrieves the User ID String userid = hwsessioninfo.get("userid"); // Retrieves the organizational unit String deptid = hwsessioninfo.get("deptid"); %> Additionally, you may retrieve any information about the authority groups to which the user belongs, and use this to display information and capabilities to which the user has access authorization. <% HWFilter hwfilter = new HWFilter(); inputstream resultstream = hwsession.getgroups(hwsessioninfo.tostring(),hwfilter.tobytearray()); %> Combined with conditional statements, the BizFlow API allows you to fully tailor how BizCoves display to their audience. The following are examples of the difference between how the BizCoves display for the manager and how they display for a user. October /

19 Conditional Logic Figure 5. The manager s BizCoves October /

20 Conditional Logic Figure 6. The user s BizCoves October /

21 Sharepoint 2001 with NT Single Sign-On Sharepoint 2001 with NT Single Sign- On BizCoves may be integrated into the Sharepoint portal by adding a new Web Part and assigning the BizCove to it. To provide a seamless user experience, Windows NT Single Sign On is supported so users can view BizCoves directly from Sharepoint without logging into BizFlow. BizFlow Preferences are also accessible from Sharepoint, through each embedded BizCove. Figure 7. BizCoves integrated into Sharepoint Adding a BizCove to Sharepoint Follow these steps to add and define the new Web Part. 1. Log in to the Sharepoint Portal. October /

22 Sharepoint 2001 with NT Single Sign-On 2. Click on the Content link located at the top right of the window. 3. Click Create a New Web Part. 4. Modify the General Settings for the new Web Part. a. At Name, enter a name for the New Web Part. b. Check Include this Web Part on the Dashboard. 5. Modify the Advanced Settings for the new Web Part. a. Check Get Content from the Following Link. b. Enter the BizCove link in the following format: <%BIZCOVE_TYPE%>_<%BIZCOVE_ID%>.jsp For information on how to replace the parameters in this example, refer to the table IFRAME Parameters. 6. Check Isolate this Web Part s content from the Other Web Parts. 7. Check Provide Content Personalization for this Web Part through the Following Link. 8. Enter the link to BizFlow Preferences: javascript:self.showmodaldialog(' preference.htm',",'dialogheight:435px;dialogwidth: 526px;status:no;help:no;'); 9. Click on the Save button to save the New Web Part. Using Windows NT Single Sign-On By registering the Windows NT Key in the BizFlow Preferences and turning on the NT Single Sign-on feature, users have the option to directly access BizFlow from Sharepoint without logging in a second time. If Single Sign-on is selected, the BizCoves will immediately display in Sharepoint. If Single Sign-on has not been set up, the BizFlow login dialog box will be displayed to prompt for the user s ID and password. October /

23 Sharepoint 2003 Portal Adapter BizFlow 9.0 BizCoves BluePrint Sharepoint 2003 Portal Adapter An adapter that is specifically designed by HandySoft to act as a proxy between BizFlow and the portal facilitates the integration of BizCoves into the Sharepoint 2003 portal. How To Use the Sharepoint 2003 Adapter 1. Login to Bizflow using SSO. 2. Redirect to the required URL. October /

24 Sharepoint 2003 Portal Adapter Installing New Files New Files The following JSP files and JS files are added. These files must be installed in the gadgets directory of the BizFlow web application directory on the Web server: gadgets/sharepoint/bizflowgateway.jsp gadgets/sharepoint/constants.jsp gadgets/sharepoint/setprefs.jsp gadgets/sharepoint/userprefs.jsp gadgets/loginfn.jsp These files are located in the BizFlow folder in the zip file distributed with the BizFlow Portal Adapter for Sharepoint New JAR Files The following JAR file is added. This JAR file must be installed in the WEB-INF/lib directory of the BizFlow web application directory on the Web server. WEB-INF/lib/hwextutil.jar This file is located in the BizFlow folder in the zip file distributed with the BizFlow Portal Adapter for Sharepoint URL and Parameters of the BizFlow Gateway JSP The main module of the BizFlow Portal Adapter for Sharepoint 2003 is bizflowgateway.jsp. Context URL: /bizflow/gadgets/sharepoint/bizflowgateway.jsp Parameters: Parameter Name Explanation DEFAULT Mandatory loginid User ID NO password The password of the user NO logintype Login type BIZFLOWSECURITY NO BIZFLOWSECURITY: October /

25 Sharepoint 2003 Portal Adapter Parameter Name Explanation DEFAULT Mandatory using login ID and password loginid and password parameters must exist NTSSO: using NT SID Ignore login ID and password parameters PROPERTYAUTH: get login id and password from a cookie If this parameter is not specified, the logintype is assumed to be BIZFLOWSECURITY NTSID User s NTSID. This parameter is only used if logintype is NTSSO. NO targeturl The URL of the Bizflow web application to be executed. NO forcelogin When the user is already logged into another browser, and the value is true, the user will be forcibly logged out and the new attempt to login will be successful. false NO If the user is already logged into another browser, and this October /

26 Sharepoint 2003 Portal Adapter Parameter Name Explanation DEFAULT Mandatory localgmt value is false, the new attempt to login will fail. Timezone. For example, when using the GMT-5 timezone, this value is 5. 0 bizcoveid The ID of a BizCove YES bizcovetype The type of a BizCove. The value is one of the following: definition worklist report externalreport monitor YES When the logintype is BIZFLOWSECURITY, and the loginid and password parameters do not exist in the URL, the BizFlow Gateway gets the value of loginid and password from a Cookie: o o The cookie name of loginid is loginid The cookie name of password is password When the logintype is PROPERTYAUTH, the BizFlow Gateway tries to get the BizFlow ID and password from the Cookie. If the BizFflow ID and password do not exist in the Cookie, the login screen will be displayed. Once the user inputs the BizFlow ID and password, they are saved in the Cookie and the user will no longer be prompted unless an error occurs during login to BizFlow. If you want to customize the login screen, please modify gadgets/sharepoint/userprefs.jsp. The following are examples of the URL: October /

27 Sharepoint 2003 Portal Adapter zcoveid= &bizcovetype=worklist zcoveid= &bizcovetype=definition zcoveid= &bizcovetype=monitor Configuring BizFlow 1. Copy all of the new JSP files and jar files to the following folder: %WEB_APPLICATION_HOME%\bizflow 2. Restart the web server. Creating the BizCove on Sharepoint Click Modify My Page at the top and select the Browse menu. 2. Select Page Viewer Web Part in left frame. October /

28 Sharepoint 2003 Portal Adapter 3. Drag it down to the place where a BizCove shows up. October /

29 Sharepoint 2003 Portal Adapter 4. Click the icon on the Page Viewer Web Part and select Modify My Web Part. 5. Enter the URL of the BizFlow Gateway in the Link field. October /

30 Sharepoint 2003 Portal Adapter A sample URL is: RTYAUTH&bizcoveID= &bizcoveType=worklist 6. Expand Appearance. 7. Enter the title of a BizCove. October /

31 Sharepoint 2003 Portal Adapter 8. If needed, change Appearance, Layout and Advanced options and click OK. October /

32 Hummingbird and Credential Storage BizFlow 9.0 BizCoves BluePrint Hummingbird and Credential Storage The integration of BizCoves into Hummingbird is similar to interfacing with Sharepoint. But, instead of using Windows NT Single Sign-On, Hummingbird supports credential storage that retains the user s login ID and password for specific applications. Specifically, the BizFlow user ID and password are stored in the hcl.bizflow credential file and will be used to launch BizCoves without requiring the user to login a second time. Adding a BizCove to Hummingbird Integration with Hummingbird requires the creation of a Hummingbird e-clip, to which the BizCove is added, then a component is scripted utilizing the IFRAME tag. 1. Create and name an e-clip file in the folder of the www e-clip category: $Home\Hummingbird\eip\repository\eclips\www\, using the following code pattern. Tags and parameters in this example are detailed below. For more information on other e-clip parameters, please consult Hummingbird documentation. <ECLIP> <DESCRIPTION> This is a BizCove integrated into the Hummingbird Portal </DESCRIPTION> <PARAMETERS> title="bizcove Eclip" credentials=hcl.bizflow credentialendocingmethod=url cache=transient </PARAMETERS> <COMPONENTS> Iframe bizlogin.jsp?loginid=$username$&password=$password$&forcelogin=true&returnurl = <%BIZCOVE_TYPE%>_<%BIZCOVE_ID%>.jsp </COMPONENTS> </ECLIP> October /

33 e-clip Tags and Parameters BizFlow 9.0 BizCoves BluePrint Hummingbird and Credential Storage Tag/Parameter <DESCRIPTION>[ ]</ DESCRIPTION> <PARAMETERS>[ ]</ PARAMETERS> title credentials credentialencodingmetho d cache <COMPONENTS>[...]</ COMPONENTS> Iframe <%BIZFLOW_SERVER%>/ bizflow/ bizlogin.jsp?loginid=$usern ame$&password=$passwor d$&forcelogin=true&retur nurl= <%BIZFLOW_SERVER%>/ bizflow/data/bizcoves/ <%BIZCOVE_FOLDER%>/ <%BIZCOVE_TYPE%>_<%BIZ COVE_ID%>.jsp Description/Instructions Describes the purpose of the e-clip. In some themes, the description may be displayed. Sets the parameters for the e-clip such as the caching mechanism. The title of the e-clip must be enclosed within double-quotes and if none exists, is the default to use. This must be set to hcl.bizflow, which is the file used to store credentials i.e. user login and password. Indicates the encoding method to use when transmitting the user s credentials. For BizCoves, this must be set to url. Sets the caching scope for the e-clip: global: cached results are available to all users. session: cached results are on a per-user basis (personalized or private information). transient: no caching (default). Lists the components that input and output information related to the BizCove. Indicates that the BizCove uses IFRAME to be integrated to the Hummingbird portal. This cannot be changed or left out. This is the URL of the BizCove component. Refer to the table IFRAME Parameters. for more information on how to replace the parameters for the BizFlow server and the BizCove. October /

34 Hummingbird and Credential Storage 2. Add the scripted component using IFrame for the e-clip by updating or creating the IFrame file in the directory $Home\Hummingbird\eip\repository\compscr\, using the following code: <COMPONENT> <REPLACE> <IFRAME src="$ecliprequest$" width="100%" height="320px" scrolling="yes" frameborder=0 marginheight=0 marginwidth=0 align="left"> </IFRAME> </REPLACE> </COMPONENT> Unlike the src attribute, parameters such as width, height or alignment can be changed. They are used to build the IFRAME when the BizCove is displayed. Please refer to an HTML guide for more details about the IFRAME element. Adding the BizCove e-clip to a User Page 1. Select General Information, then select Add User Page. 2. Enter a name. 3. Click the Create User Page icon. 4. Click the Insert e-clip button. 5. Select www as the Category. 6. From the list, select the e-clip that you created. 7. Click the Add e-clip To User Page icon. Hummingbird displays the BizCove. 8. Click the Build Page icon. Credential Storage for End-users To benefit from credential storage and single sign-on, users need to modify the credentials in their Hummingbird user s profile. If there is a BizFlow application available, select hcl.bizflow, and enter a valid user name and password. If there is no BizFlow application, do the following: October /

35 Hummingbird and Credential Storage 1. From the Browse tab, select Administration Tools, and then select Application Management. 2. Select the Add tab to add a new application. 3. Enter the application identifier as follows: hcl.bizflow 4. Select Simple (username/password) as Authentication type, and press the Save button. 5. Return to the portal page. 6. Select hcl.bizflow, enter a valid user name and password, and press the Save button. October /

36 Integrating BizCoves into a Plumtree Portal Integrating BizCoves into a Plumtree Portal Unlike the IFRAME model, the integration of BizCoves in the Plumtree portal is based on an adapter that is specifically designed by HandySoft to act as a proxy between BizFlow and the portal. The Bizflow adapter modifies the content of the Bizflow web application as Plumtree expects it to be and returns it to Plumtree. BizCoves are embedded in Plumtree without losing any functionality JavaScript code is included and URLs remain unchanged (absolute path), including the Refresh link. The BizFlow Workitem Handler is automatically installed if it is not present on the user s desktop the very first time a task it worked on. Figure 8. A BizCove in the Plumtree portal The following BizFlow features are supported in the Plumtree Portal: Process Initiation Bizcove Monitor Bizcove Report Bizcove Reportlist Bizcove Worklist Bizcove Preferences October /

37 Integrating BizCoves into a Plumtree Portal Note: Some files need to be modified and added. To integrate BizCoves as Plumtree Gadgets, you must first adapt your BizFlow server. A set of new JSP and JAR files need to be installed, while some existing ones need to be modified. Please contact HandySoft to have this package made available to you. After installing those files, both BizFlow and Plumtree need to be configured to enable communication between each server. How the Plumtree Adapter Works 1. Login into Bizflow using SSO. 2. Remove the HTML tags that are not allowed by Plumtree, such as <HTML>, <HEAD>, and <BODY> from the HTML of the Bizflow web application. 3. Embed the context of the Java Script files that are in the HTML of the Bizflow web application into the resulting HTML. Because the resulting HTML is embedded in the Plumtree portal, the relative URL of the resulting HTML must be modified to be an absolute URL. Luckily, Plumtree modifies the relative URL of the resulting HTML but it doesn t modify the relative URL of Java Script files that are in the resulting HTML. So If the context of the Java Script files has a relative URL, the context of the Java Script files must be embedded into the resulting HTML. 4. Modify the refresh URL in the resulting HTML of the Bizflow web application. Because the refresh URL of the HTML page doesn t consider the environment of the Plumtree portal, all refresh URLs must be modified to accommodate the Plumtree environment. 5. If needed, change the Java Script function in the resulting HTML of the Bizflow web application to work in the Plumtree environment. 6. If the Workitem Handler program is not installed on the client, it will install automatically. Installing New Files Modified JSP Files The following BizFlow JSP files are modified and must be overwritten in same location: includes\bizcoves\common\userinfo.js includes\instance\piactivity.js includes\instance\piattach.js includes\instance\picomment.js October /

38 Integrating BizCoves into a Plumtree Portal These modified JSP files are in the webapps/bizflow folder in the zip file distributed with the Bizflow Adapter for Plumtree. New Files The following JSP files and JS files are added. These files must be installed in the gadgets directory of the BizFlow web application directory: gadgets/plumtree/adminprefs.jsp gadgets/plumtree/bg_definition.js gadgets/plumtree/bg_embeededdefinition.js gadgets/plumtree/bg_monitor.js gadgets/plumtree/bg_worklist.js gadgets/plumtree/bizflowgateway.jsp gadgets/plumtree/bizflowprefreences.jsp gadgets/plumtree/mainstyle-en.css gadgets/plumtree/setprefs.jsp gadgets/plumtree/userprefs.jsp gadgets/plumtree/userprefs_simple.jsp gadgets/bizflowpreferences.jsp gadgets/loginfn.jsp These files are in webapps/bizflow folder in the zip file distributed with the Bizflow Adapter for Plumtree. New JAR Files The following JAR files are added. These JAR files must be installed in WEB-INF/lib directory of Bizflow web application directory WEB-INF/lib/bizcove.jar WEB-INF/lib/gdk.jar WEB-INF/lib/hwextutil.jar These files are in the webapps/bizflow folder of the zip file distributed with the Bizflow Adapter for Plumtree URL and Parameters bizflowgateway.jsp The main module of the Bizflow adapter for Plumtree is bizflowgateway.jsp. October /

39 Integrating BizCoves into a Plumtree Portal Context URL: /bizflow/gadgets/plumtree/bizflowgateway.jsp Parameters: Parameter Name Explanation DEFAULT Mandatory loginid User ID NO password The password of the user NO logintype Login type BIZFLOWSECURITY NO BIZFLOWSECURITY: using login ID and password loginid and password parameters must exist NTSSO: using NT SID Ignore login ID and password parameters BASICAUTH: using login ID and password for Plumtree PROPERTYAUTH: get login id and password from properties of the Plumtree If this parameter is not specified, the logintype is assumed to be BIZFLOWSECURITY NTSID User s NTSID. This parameter is only used if logintype is NTSSO. NO October /

40 Integrating BizCoves into a Plumtree Portal Parameter Name Explanation DEFAULT Mandatory targeturl The URL of the Bizflow web application to be executed. NO forcelogin When the user is already logged into another browser, and the value is true, the user will be forcibly logged out and the new attempt to login will be successful. false NO If the user is already logged into another browser, and this value is false, the new attempt to login will fail. pwdpropertyname Administrative property name to pass a user s password. NO In the case of All so that user s password is same, please use this parameter. If you use this parameter, the value of the logintype parameter must be BIZFLOWSECURITY localgmt Timezone. For example, when using the GMT-5 timezone, this value is 5. 0 usebizcovestylesheet If this value is false, it will remove the true October /

41 Integrating BizCoves into a Plumtree Portal Parameter Name Explanation DEFAULT Mandatory Bizflow style sheet information from the HTML content of the Bizcove. When the logintype is BIZFLOWSECURITY, and the login ID and password parameters do not exist in the URL, the Bizflow adapter for Plumtree module gets the value of the login ID and password from the Authorization HTTP header. In order to use the Authorization HTTP header, the User s Basic Authentication Information must be set in Advanced Settings when registering a gadget. When the logintype is PROPERTYAUTH, the BizFlow Gateway tries to get the BizFlow ID and password from the properties of the Plumtree portal. If, however, the BizFlow ID and password do not exist in the Plumtree properties, the login screen will be displayed. Once the user inputs the BizFlow ID and password, they are saved in the properties of the Plumtree portal and the user will no longer be prompted unless an error occurs during login to BizFlow. If you want to customize the login screen, please modify gadgets/plumtree/userprefs.jsp. October /

42 Integrating BizCoves into a Plumtree Portal adminprefs.jsp The adminprefs.jsp file saves information from the BizCove into the Plumtree Administrator properties. Context URL: /bizflow/gadgets/plumtree/adminprefs.jsp Parameters: Parameter Name Explanation DEFAULT Mandatory pwdpropertyname Administrative property name to pass a user s password. In the case of All so that user s password is same, please use this parameter. NO Configuring BizFlow Copy Files Copy all modified JSP files, new JSP files and jar file to the root directory of the BizFlow web application. Modify web.xml File Configuration of BizFlow for the Plumtree Portal occurs in the web.xml file, located under $BIZFLOW_HOME\WEB-INF\ where $BIZFLOW_HOME is the Web application directory for BizFlow on the Web server. Example: If the web application directory of Bizflow is C:\Program Files\Apache Tomcat 4.0\webapps\bizflow, the web.xml resides in C:\Program Files\Apache Tomcat 4.0\webapps\bizflow\WEB-INF\web.xml 1. Set the com.hs.bf.xml.soap.endpoint parameter to specify the RPCRouter URL for BizFlow: <init-param><param-name>com.hs.bf.xml.soap.endpoint</param-name><paramvalue> October /

43 Integrating BizCoves into a Plumtree Portal Replace <%BIZFLOW_SERVER%> with the IP address or name of the machine where BizFlow is installed that contains the BizCove and replace PORT with the port number of the web server. Here is an example: machine_name:8080 or : Set the com.hs.bf.web.gadget.basedir parameter to specify the root directory path of BizFlow: <init-param><param-name>com.hs.bf.web.gadget.basedir</param-name><paramvalue><%web_application_root_directory%></param-value></init-param> If the web application directory of BizFlow is C:\Program Files\Apache Tomcat 4.0\webapps\bizflow, <%WEB_APPLICATION_ROOT_DIRECTORY%> is C:/ Program Files/Apache Tomcat 4.0/webapps. (Make sure to change \ to /.) 3. Restart the BizFlow server. Configuring Plumtree This configures the BizFlow gadgets on Plumtree. Single Sign-On Plumtree requires single sign-on to be set up between the portal and any application, including BizFlow. Please refer to the Plumtree documentation to enable SSO. How to Use the Universal Password for each User 1. Decide the property name as password parameter. 2. Add the pwdpropertyname=your_property_name parameter to the URL of bizflowgateway.jsp and specify BIZFLOWSECURITY as the value of the logintype parameter when creatinge the BizFlow web service. For example, If you use ADMIN_PASSWORD as the property name of the password parameter, the URL of the bizflowgateway.jsp is bizflow/gadgets/plumtree/bizflowgateway.jsp?forcelogin=true&logintype= BIZFLOWSECURITY&pwdPropertyName=ADMIN_PASSWORD&localGMT=-5 3. Add pwdpropertyname=your_property_name parameter tot the URL of adminprefs.jsp when entering the Administrative Preferences URL. For example, If you use ADMIN_PASSWORD as property name of password parameter. The Administrative Preferences URL is bizflow/gadgets/plumtree/adminprefs.jsp?pwdpropertyname=admin_password 4. Set the password when configuring the Bizflow BizCove. October /

44 Integrating BizCoves into a Plumtree Portal BizFlow as a Service in Plumtree After enabling single sign-on between Plumtree and BizFlow, BizCoves may be integrated using a service. The following instructions provide a summary of the procedure; for more details, please refer to the Plumtree documentation. 1. Log into Plumtree as an administrator. 2. Click the Administrator menu at the top. 3. In the Admin Objects Directory, select the Create Objects drop box and select Administrative Folder. 4. Enter a name and a description, and click OK. October /

45 Integrating BizCoves into a Plumtree Portal Register BizFlow as a Remote Server 1. Select the folder you just created. 2. Select Remote Server from the Create Objects drop box. 3. Enter the base URL of the BizFlow server, including the port number. For example: 4. Leave Base Authentication Type set to None. October /

46 Integrating BizCoves into a Plumtree Portal 5. Click Properties and Names and enter the name of the remote server, for example BizFlow web server. 6. Click Finish and select your folder as the one in which to save the property of the remote server. 7. Click Save. 8. Click Close. Register the Service 1. Make sure you are in the folder you previously created. 2. Select Web Service Remote Portlet from the list in the Create Objects drop box. October /

47 Integrating BizCoves into a Plumtree Portal 3. Click Browse and select the remote server you created, for example BizFlow web server. 4. In the HTTP settings, enter the base URL of bizflowgateway.jsp for the portlet URL. This is core module acting as the gateway between BizFlow and Plumtree. The base URL of the bizflowgateway.jsp is: bizflow/gadgets/plumtree/bizflowgateway.jsp?forcelogin=true Note: You may also need to add parameters. See bizflowgateway.jsp on page 34 Note: If you use BASICAUTH login type, please add logintype=basicauth into the URL and if you want to specify timezone, add localgmt parameter. For example If you use GMT-5 timezone, the url is bizflow/gadgets/plumtree/bizflowgateway.jsp?forcelogin=true&logintype=basicauth&localgmt=-5 5. Make sure the status of the Web service is enabled. October /

48 Integrating BizCoves into a Plumtree Portal 6. Click HTTP Configuration. 7. Add the gateway URL prefix bizflow. October /

49 Integrating BizCoves into a Plumtree Portal 8. Select Advanced Settings. 9. Select User s Basic Authentication Information. 10. Click Preferences (on the left). 11. Enter as the Administrative Preferences URL and Portlet Template Preferences URL, the basic URL: bizflow/gadgets/plumtree/adminprefs.jsp Note: You may also need to add parameters. See bizflowgateway.jsp on page Click Properties and Names (on the left). 13. In the Properties and Name page, enter the name of the Web service. 14. Click Finish. 15. Select your folder to save the Web service. 16. Click Save. 17. Click Close. October /

50 Integrating BizCoves into a Plumtree Portal Create the Portlet Template 1. In your folder, select Portlet Template in list in the the Create Objects drop box. 2. Click Browse and select the Web Service you created. 3. Select Properties and Names (on the left). 4. On the Properties and Name page, enter the name of example: BizFlow BizCove Template 5. Click Finish. 6. Select your folder to save the Web service. 7. Click Save. 8. Click Close. Create the Portlet the portlet template, for 1. In your folder, select Portlet in the list in the Create Objects drop box. October /

51 Integrating BizCoves into a Plumtree Portal 2. Select the portlet template you designed (BizFlow BizCove Template) and click OK. 3. Click the Edit button. 4. Select the type and ID of the BizCove to be inserted into the portlet. 5. Click Finish. 6. Select Properties and Names (on the left). 7. In the Properties and Names screen name the portlet, for example, BizCove Worklist. 8. Select Security (on the left). October /

52 Integrating BizCoves into a Plumtree Portal 9. In order to allow every user to view the portlet, choose Select in the Security page. 10. Click Finish. 9. Select your folder to save the portlet. 10. Click Save. 11. Click Close. View the Portlet The portlet needs to be added to a page. 1. Select Add Portlets from of My Pages at the top of the screen. 2. Select the portlet you created, for example, BizCove Worklist 3. If configured correctly, the BizCove is displayed in the portal. October /

53 Integrating BizCoves into a Plumtree Portal Registering the BizFlow Preferences in Plumtree Add or modify the bizflowpreferences.jsp, this jsp file must be located in the gadgets/plumtree directory under the BizFlow web application directory. You should have copied it there earlier in this BluePrint. See New Files on page 20. The following in the bizflowpreferences.jsp file: <%@ page language="java" import="java.io.fileinputstream, java.io.filereader, java.io.fileoutputstream, java.net.url, java.net.malformedurlexception, java.net.urlencoder" %> <head> <title> Sarbanes User Preferences </title> </head> <SCRIPT language='javascript'> function openpreferenceswindow() { var height = 520; var width = 540; var strxlocation = String((screen.width - width) / 2); var strylocation = String((screen.height - height) /2); this.location = "bizflowgateway.jsp?forcelogin=true&logintype=basicauth&refresh=y&prefpage=true"; } October /

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