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Title Page

Understanding the webMethods Product Suite

Version 8.2

April 2011

Copyright
&
Document ID

This document applies to webMethods Product Suite Version 8.2 and to all subsequent releases.
Specifications contained herein are subject to change and these changes will be reported in subsequent release notes or new editions.
Copyright 1998-2011 Software AG, Darmstadt, Germany and/or Software AG USA, Inc., Reston, VA, United States of America, and/or
their licensors.
Detailed information on trademarks and patents owned by Software AG and/or its subsidiaries is located at
http://documentation.softwareag.com/legal/.
Use of this software is subject to adherence to Software AG's licensing conditions and terms. These terms are part of the product
documentation, located at http://documentation.softwareag.com/legal/ and/or in the root installation directory of the licensed product(s).
This software may include portions of third-party products. For third-party copyright notices and license terms, please refer to License
Texts, Copyright Notices and Disclaimers of Third-Party Products. This document is part of the product documentation, located at
http://documentation.softwareag.com/legal/and/or in the root installation directory of the licensed product(s).

Document ID: WEBM-UN-82SP1-20110401

Table of Contents
About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Documentation Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Online Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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8
8
9

1. The webMethods Product Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Integration Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Integration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
webMethods Broker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EntireX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
ApplinX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Web Enablement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Instant Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
HTML Emulation Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Composite Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SOA Enablement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Business-to-Business Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Trading Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
eStandards Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Complex Event Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event-Driven Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
webMethods Broker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Integration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Complex Event Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Event Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Composite Applications Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Blaze Advisor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
My webMethods Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Integration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Business Process Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Service Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Rules Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Task Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Understanding the webMethods Product Suite Version 8.2

Integration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
webMethods Broker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
My webMethods Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SOA Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CentraSite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Mediator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Collaborative Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Business Activity Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Optimize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
webMethods Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
MashZone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
System Administration Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Software AG Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Software AG Update Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Database Scripts and the Database Component Configurator . . . . . . . . . . . . . . . . . . .
Deployer and the Asset Build Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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2. Administering the webMethods Product Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing or Uninstalling webMethods Products and Fixes . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading Products and Migrating Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating or Dropping Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitoring System Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up System Resource Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Analyzing System Resource Monitoring Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitoring and Managing Services and Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deploying Assets from One Environment to Another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Scaling the webMethods Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Integration Server Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Mediator Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Trading Networks Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
My webMethods Server Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Optimize Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
webMethods Broker Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Policy-Based Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
High-Availability Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Understanding the webMethods Product Suite Version 8.2

Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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3. Developing Integration Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Developing an Integration Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Implementation Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Propagation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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4. Designing Business Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
High-Level Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Detailed Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Process Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating Documents, Services, Tasks, and Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Developing Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Simulating and Debugging Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Logging and Monitoring Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Mapping Process Steps to Run Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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5. Business Administration and Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Business Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Administering Business Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitoring Business Process Instances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Administering and Monitoring Trading Networks Transactions . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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6. Setting up Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Security within the webMethods Product Suite . . . . . . . . . . . . . . . . . . . . . . . . .
Firewall Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Understanding the webMethods Product Suite Version 8.2

Understanding the webMethods Product Suite Version 8.2

About this Guide


This guide describes webMethods Product Suite 8.2 and explains how to use the products
together to accomplish a variety of goals. webMethods Product Suite 8.2 includes the
products below.
webMethods ApplinX
ARIS MashZone
webMethods Asset Build Environment
Blaze and Blaze Advisor
webMethods Broker
CentraSite
webMethods Communicate
webMethods Content Service Platform
webMethods Database Component Configurator
webMethods Deployer
Software AG Designer
webMethods Developer (deprecated)
webMethods EntireX
webMethods Event Server
webMethods Integrated Authentication Framework
webMethods Integration Server
webMethods Mediator
webMethods Monitor
My webMethods Server
webMethods Optimize
webMethods Process Engine
webMethods Rules Engine
webMethods Report Server
webMethods System Management Hub
webMethods Task Engine
webMethods Trading Networks

Understanding the webMethods Product Suite Version 8.2

About this Guide

webMethods Web Services Stack

Document Conventions
Convention

Description

Bold

Identifies elements on a screen.

Narrowfont

Identifies storage locations for services on webMethods Integration


Server, using the convention folder.subfolder:service.

UPPERCASE

Identifies keyboard keys. Keys you must press simultaneously are


joined with a plus sign (+).

Italic

Identifies variables for which you must supply values specific to


your own situation or environment. Identifies new terms the first
time they occur in the text.

Monospace font

Identifies text you must type or messages displayed by the system.

{}

Indicates a set of choices from which you must choose one. Type
only the information inside the curly braces. Do not type the { }
symbols.

Separates two mutually exclusive choices in a syntax line. Type one


of these choices. Do not type the | symbol.

[]

Indicates one or more options. Type only the information inside the
square brackets. Do not type the [ ] symbols.

...

Indicates that you can type multiple options of the same type. Type
only the information. Do not type the ellipsis (...).

Documentation Installation
You can download the product documentation using the Software AG Installer.
Depending on the release of the webMethods product suite, the location of the
downloaded documentation will be as shown in the table below.

For webMethods...

The documentation is downloaded to...

6.x

The installation directory of each product.

7.x

A central directory named _documentation in the main


installation directory (webMethods by default).

8.x

A central directory named _documentation in the main


installation directory (Software AG by default).

Understanding the webMethods Product Suite Version 8.2

About this Guide

Online Information
You can find additional information about Software AG products at the locations listed
below.
Note: The Empower Product Support Web site and the Software AG Documentation Web
site replace Software AG ServLine24 and webMethods Advantage.
If you want to...

Go to...

Access the latest version of product


documentation.

Software AG Documentation Web site

Find information about product releases and


tools that you can use to resolve problems.

Empower Product Support Web site

http://documentation.softwareag.com

https://empower.softwareag.com

See the Knowledge Center to:


Read technical articles and papers.
Download fixes and service packs.
Learn about critical alerts.
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The webMethods Product Suite

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12

Integration Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12

Business-to-Business Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20

Complex Event Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

23

Composite Applications Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

27

Business Process Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

32

SOA Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

38

Collaborative Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

40

Business Activity Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

42

System Administration Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Overview
The webMethods Product Suite is an integrated set of design tools, run-time servers,
registry/repositories, and Internet browser-based user interfaces that enable you to:
Develop and run integration solutions.
Create and manage a business-to-business integration network.
Develop and execute complex business events.
Develop and run composite applications.
Design and run business processes.
Develop and govern a service-oriented architecture.
Develop assets in a collaborative development environment.
Monitor and improve the performance and efficiency of business activity.
The webMethods Product Suite also offers tools for:
Installing and uninstalling products and fixes.
Upgrading products and migrating data.
Creating and dropping databases.
Deploying assets developed in the product suite from one environment to another.
This chapter describes the webMethods products you use to perform each of the activities
listed above.
Note: Some webMethods products are used to perform multiple activities, and therefore
are discussed in multiple sections in this chapter.

Integration Solutions
Integration solutions enable disparate resources to share business data. Resources
include software applications such as SAP and Siebel, and systems such as databases and
mainframe programs. Common integration solutions include:
Synchronization. For example, two stores in a chain of retail stores maintain customer,
product SKU, and product price information. One store maintains the information in
a database and the other in a mainframe program. When information is added to or
changed in the resource at one store, an integration solution updates the resource at
the other store.

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Propagation. For example, a human resources (HR) person enters data for a new
employee in a composite application and an integration solution propagates the data
to a human resources (HR) database, a retirement plan mainframe program, and an
employee benefits application.

Composition. For example, an HR person requests a report on an employee through a


composite application. An integration solution gathers the data for the report from an
HR database, a retirement plan mainframe program, and an employee benefits
application, and then returns the data to the Web application for display in report
format.

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The primary webMethods products you use to develop integration solutions are
Designer, Integration Server, webMethods Broker, webMethods adapters, EntireX, and
ApplinX.

Designer
Designer is an Eclipse-based graphical development tool that offers a Service
Development perspective for designing and testing services. A service is logic that
performs a unit of work. For example, a service could post a purchase order received
from a customer to an ordering system, or perform a credit check for a loan application.
The illustration below shows a service in Designer.

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You can develop simple services (that is, services that perform one unit of work) in
Designer using the webMethods Flow language, or using other languages such as Java.
You can also develop aggregate services, in which services call other services (for example,
to propagate data from one resource to several other resources). Flow language is
particularly powerful for developing composite services, in which a service is wrapped
around multiple simple or aggregate services that execute in sequential order (for
example, to compose a report by gathering data from one resource after another). The
wrapper service manages the flow of data from service to service. Any of these types of
services can constitute an integration solution. Designer builds your services on
Integration Server, which executes the services at run time.
You can incorporate Web services from SOA registries such as CentraSite into integration
solutions you build in Designer. Conversely, Designer can create Web services from
services that reside on Integration Server and can register the Web services with SOA
registries such as CentraSite.

Integration Server
Integration Server's function in integration solutions is the execution of services.
Integration Server does the following:
1

Receives requests from client applications and authenticates and authorizes the
requesting users.

Invokes the appropriate services and passes them input data from the requesting
clients.

Receives output data from the services and returns it to the clients.

Integration Server supports a wide range of established and emerging standards so you
can interact with virtually any business partner that is connected to the Internet.
Integration Server supports...

Such as...

Transport standards

HTTP, HTTPS, FTP, FTPS, SMTP

Message formats

MIME, S/MIME

Data standards

XML and XML Schema, custom flat file formats with


delimited fixed- or variable-length records

Protocols

SOAP, XML RPC, JMS

Specifications

Web Service Description Language (WSDL)

Integration patterns

REST, Web services, event-driven, request-reply

webMethods Broker
webMethods Broker is a high-speed message router that can use asynchronous publishsubscribe or point-to-point messaging. Information providers (publishers) publish data
to webMethods Broker and then move on to other activities, while information

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consumers (subscribers) subscribe to and retrieve the data when convenient.


webMethods Broker serves as the intermediary that routes data from publishers to
subscribers. It can function as the messaging backbone for resources across your
enterprise and can support an event-driven architecture, in which subscribers receive
documents and then perform predefined actions.
webMethods products publish data to webMethods Broker in the form of documents.
Each webMethods document is associated with a document type, a schema-like definition
that describes the document's structure. For example, a document type named
PurchaseOrder might describe the structure of data in a purchase order document. You
define document types and list the subscribers to document types on webMethods
Broker. When a publisher publishes a document to webMethods Broker, webMethods
Broker looks up the subscriber list for that document type and queues the document for
the subscribers, each of which retrieves the document and processes it when convenient.
webMethods Broker offers two messaging protocols: a webMethods proprietary
messaging protocol and the Java Message Service (JMS) protocol. Within the
webMethods product suite, Integration Server is the primary document publisher and
subscriber, and can communicate with webMethods Broker directly using either
protocol. Applications in non-webMethods product suite environments can
communicate with webMethods Broker through custom Broker or JMS clients you
develop using APIs provided with webMethods Broker. For the webMethods proprietary
messaging protocol, webMethods Broker provides Java and C APIs. For the JMS
protocol, webMethods Broker provides JMS and C# APIs. Applications in nonwebMethods product suite environments can also communicate with webMethods
Broker through the webMethods JMS client libraries within a JMS-compliant application
or platform.
In addition, webMethods Broker can exchange documents with J2EE application servers
such as the IBM WebSphere, BEA WebLogic, JBoss, and SunONE application servers.

Adapters
webMethods adapters connect resources in your enterprise to the webMethods product
suite and, through the suite, to each other. While Integration Server supports a variety of
standards such as XML, adapters support proprietary protocols for accessing packaged
applications such as SAP, Siebel, JD Edwards, Oracle Applications, and PeopleSoft;
databases such as Oracle, SQL Server, Informix, Sybase, and DB2; and mission-critical
programs on mainframes and UNIX systems. Adapters transform data from resourcespecific format into the format used within the webMethods product suite, and vice
versa. They enable you to incorporate resources into integration solutions without having
to build complex custom code. Adapters run on Integration Server.
Adapters convey data from resources to the webMethods product suite. Adapters can
either actively poll resources for new or changed data or passively receive new or
changed data from resources. For example, the webMethods JDBC Adapter can receive
data from a database, transform it from the database-specific format into the
webMethods format, and send the transformed data to services on Integration Server for
further processing.

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Adapters convey data from the webMethods product suite to resources. For example, a
JDBC Adapter service can receive data from an Integration Server service, transform it
from webMethods format into the format required by the database, and insert it into the
database.

EntireX
EntireX enables you to easily connect services that run on Integration Server to missioncritical programs on mainframes and UNIX systems, and vice versa.
In the webMethods product suite, EntireX includes three main components:

The EntireX Adapter, which runs on Integration Server.

The EntireX perspective in Designer, which enables you to generate adapter services
on Integration Server.
The EntireX Broker, which supports load balancing, security, large messages, and
high availability.
You use the EntireX perspective in Designer to connect to a mainframe or UNIX system
and extract a program's signature (that is, input and output fields). You can extract the
signatures of programs written in COBOL, PL/I, or Natural for CICS, IMS and batch
environments. EntireX provides wizards that guide you through signature extraction and
code generation, and relieve you from having to work with technical details. For
example, you can generate an adapter service on an Integration Server that hosts the
EntireX Adapter; EntireX will create all technical assets needed to support
communication between the service and the mainframe or UNIX program for you. You
can test the adapter service in Designer.
For advanced use cases, however, the technical details are still accessible. For example,
the input and output fields appear in Designer in Software AG's Interface Definition
Language (IDL) and are stored in an IDL file in the Designer workspace. You can edit the

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field names (for example, to make them more self-explanatory). You can group extracted
signatures from multiple programs in a single IDL file. The illustration below shows
extracted signatures for two mainframe programs in the EntireX perspective.

When you run the adapter service on Integration Server, it invokes the mainframe or
UNIX program using values you provide for the program's extracted inputs. You can use
the adapter service in integration solutions as you would any other Integration Server
service. Designer can create a Web service from the adapter service and can register the
Web service in SOA registries such as CentraSite. You can then easily use the Web
services to include mainframe resources in business-to-business integrations (B2B) and
business processes.
Since the EntireX architecture is symmetric, it allows for outbound as well as inbound
connectivity. For example, if you have mainframe or UNIX programs that require
functionality that is available in Flow or Web services, or that trigger processes from the
mainframe-based IT core of your company, EntireX helps you easily enhance the
programs to invoke those services using the tools described above.

ApplinX
ApplinX is a server-based technology that provides an efficient, robust, and easy way for
Web-based applications to access and integrate data and transactions from core system
applications without changing those applications.

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ApplinX exposes core system applications and encapsulates them in components such as
Web applications and Web services using standard programmatic environments such as
.NET or J2EE. You can then use these components as advanced building blocks in any
modern development platform, for new or existing applications such as CRM
applications. In this way, you can integrate core system applications into new strategic IT
platforms, and can re-engineer your workflow using a more streamlined and efficient
task-oriented and role-based approach.
ApplinX offers two types of solutions: Web enablement and SOA enablement. You use
the ApplinX perspective in Designer for both types of development work. The
illustration below shows the ApplinX perspective.

Web Enablement
Web enablement allows you to turn existing host 'green screens' into Web interfaces. You
can achieve a true Web look and feel without touching existing applications or changing
any code. ApplinX offers the Web enablement solutions described below.
Instant Solution
The instant solution enables you to turn core system applications into modern-looking
Web applications with little or no coding. Simple configurations to the Web applications
can improve the general look and feel of the application; for example, you can design a

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template with top and side images and a company logo, and modify the style sheet using
different fonts, colors, and so on. These changes enable the end user to access information
more quickly and with improved visibility.
In Designer, you can use screen groups, which allow you to apply the same design to
multiple screens. You can use transformations to convert host screen patterns into Web
components. Transformations can include formatting the screen's header area, message
line, titles, and borders; transforming host function keys into hyperlinks, buttons, or
images; converting input fields into GUI elements such as combo boxes, radio buttons, or
check boxes; adding calendar components to date input fields; and removing
unnecessary characters.
HTML Emulation Solution
ApplinX's thin client HTML emulation is available in .NET and J2EE environments.
ApplinX can instantly turn a host terminal emulation into a Web browser terminal
emulation that provides host key and print support and maintains existing color
schemes.
Composite Solution
The composite solution, available in .NET and J2EE environments, enables you to fully
customize and extend your Web applications. You can aggregate information from
multiple core system applications into a single Web page. You can integrate legacy assets
at the screen, transaction, or data level, and support various Web environments using the
ApplinX Base Objects API for customizing the Web framework.

SOA Enablement
SOA enablement allows you to reuse core system application functionality and leverage
the operational qualities of a system's transaction platform to new IT projects. You expose
core system application functionality and data as Web services at the screen or
transaction level, and integrate with other environments that invoke Web services.
In Designer, you can create procedures and use them to turn application functionality
into Web services. You can combine disparate data sources into Web services using
ApplinX entities such as screens, programs, databases, and external Web services.
ApplinX supports Web service standards such as SOAP and WSDL, and JAXR for
registering services in SOA registries such as CentraSite.

Business-to-Business Integration
Business to business, or B2B, describes electronic commerce, or e-commerce, transactions
between businesses (as opposed to between businesses and consumers). Businesses that
engage in electronic commerce transactions are called trading partners, and can include
retailers, manufacturers, suppliers, and marketplaces.

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E-commerce transactions between trading partners usually involve the exchange of


business documents using automated processes. A B2B integration network, or trading
network, consists of a set of trading partners that conduct business by exchanging
mutually agreed-upon business document types electronically. For example, a trading
network might include computer retailers, a computer manufacturer, and computer parts
suppliers. The retailers might send purchase order documents to the manufacturer,
which returns purchase order acknowledgement, shipping notice, and invoice
documents. Similarly, the manufacturer might send purchase order documents to the
parts suppliers, and so on.

Some industries have developed e-commerce standards for exchanging business


documents. For example, many manufacturing companies use the EDI messaging
standard to conduct business electronically. An e-commerce standard typically defines
the business document types and transport protocols that trading partners need to use in
exchanges, and specifies document exchange rules.
The primary webMethods products you use to build and manage a trading network are
Trading Networks and eStandards Modules.

Trading Networks
You use Trading Networks to build and manage a peer-to-peer or hub-and-spoke
network of trading partners. Trading Networks enables trading partners to exchange
business documents in XML and structured flat-file formats.
You build the elements you need to define and link trading partners in the Trading
Networks browser-based user interface. The illustration below shows a partner profile
definition in this user interface.

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Elements you need to define and link trading partners are as follows:
Element

Purpose

Trading partner
definitions

Define and administer your trading partners.

Business
document types

Define the business documents that trading partners want to


exchange. A business document type can define an industrystandard document, such as an EDI, RosettaNet, cXML, CBL, or
OAG document, or a custom business document.

Processing rules

Define how to process business documents. For example, the


processing rule for a purchase order you receive from a trading
partner might verify the sender's signature and then submit it to
your order management system.
Note: If you need more complicated processing than is possible in
the Trading Networks user interface, you can design a business
process in Designer to use in addition to or instead of a processing
rule.

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Element

Purpose

Trading Partner
Agreements
(TPAs)

Customize the way in which documents are exchanged between


trading partners. For example, you and a trading partner might use
a TPA to specify a custom ID field to include in all business
documents.

Trading Networks runs on Integration Server and manages the exchange of business
documents among trading partners. When Trading Networks receives a document, it
processes the document according to the processing rule for that document type.

eStandards Modules
The webMethods product suite supports e-commerce standards for various industries.
This support comes in the form of webMethods eStandards Modules that run on
Integration Server and usually require Trading Networks. Each eStandards Module
defines the industry-standard or proprietary transport protocol, provides an e-commerce
standard's business document types, and specifies the standard's document exchange
rules. When Integration Server receives a document that matches a business document
type in an eStandards Module, it processes the document according to the document
exchanges rules specified in the module.
The webMethods product suite provides eStandards Modules for the industries below.
Industry

eStandards Modules

Manufacturing

RosettaNet, Chem, PIDX, papiNet

Financial services

SWIFT, ACH, FIX

Consumer packaged goods and retail

1SYNC, ebXML, HIPAA

Healthcare

HIPAA, HL7

Complex Event Processing


Complex Event Processing (CEP) is an emerging technology in business systems. It
provides continuous, real-time insight into events that are flowing through business
networks. Originally used in ultra high-volume stock trading scenarios, CEP is
expanding into other aspects of business due to its ability to improve end-to-end
visibility, situational awareness, and business agility.
Complex event processing begins with the arrival of simple events containing business
data. Typically, the events are emitted from live data sources, such as sensors or
instrumentation in a business process. The streams of simple events are analyzed in real
time to identify and extract complex events. A complex event is a specific combination of
simple events that represents a condition, a trend, or a change that is meaningful to your
organization.

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As CEP technologies become more mainstream, they are being applied to more and more
business cases. These include:
Financial (credit card and debit card fraud detection, trading optimization).
Logistics monitoring (package tracking, fleet management, route optimization).
Manufacturing (defect detection, machine monitoring, operations optimization).
Healthcare (fraudulent claims detection, patient monitoring, safety operations).
Government (homeland security, system security, suspicious activity monitoring).
webMethods supports CEP in three ways:
Event-driven architecture (EDA). EDA is a software architecture pattern that
supports the production and detection of events, and the consumption of and
reaction to events.
Continuous query development. webMethods offers products you can use to develop
and execute continuous queries for monitoring an input stream of events and
emitting an output stream of events.
Event publishers and consumers. Integration Server and some products it hosts (for
example, Communicate), MashZone, and the webMethods JMS Adapter support
EDA.

Event-Driven Architecture
The webMethods products that enable EDA are webMethods Broker, Designer, and
Integration Server.

webMethods Broker
EDA uses webMethods Broker to distribute event data. Event producers provide data to
webMethods Broker, while event consumers receive the data. webMethods Broker serves
as the intermediary that delivers the data from producers to consumers.
EDA uses the webMethods Broker Java Message Service (JMS) API. Event producers
publish JMS messages to webMethods Broker in the form of events. Each EDA event is
associated with an event type, an XML schema or schema-based definition that describes
the events structure. Each event type is associated with a JMS topic. Event consumers use
JMS subscriptions to receive events on JMS topics. Within the webMethods product suite,
products such as the Event Server and Integration Server publish and subscribe to events
on the JMS topics. Communicate publishes events, while MashZone subscribes to events.
Applications in non-webMethods product suite environments can use standard JMS
clients to communicate with webMethods Broker.

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Designer
Designer is an Eclipse-based graphical development tool that offers a Event Type
Development perspective for developing event types. You create and edit event types
within event type projects. webMethods provides predefined event types you can
include in your projects. The illustration below shows an event type in Designer.

Event types are suite-wide assets. You deploy them to a run-time repository called the
Event Type Store, which is shared by all products that support EDA. The JMS objects
needed to support the event type are automatically created during deployment. After an
event type is deployed, any product can produce or consume events based on that event
type.
You can store event type projects in the Designer workspace, and deploy them from
Designer to the Event Type Store. You can also store event type projects in a version
control system and use Deployer and the Asset Build Environment to deploy them to the
Event Type Store. You can govern your event types using CentraSite.

Integration Server
Integration Server offers built-in services that support EDA. One service transforms an
event into a document, while another sends an event to a JMS topic.

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Complex Event Processing


The webMethods products that support complex event processing (CEP) are Designer
and the Event Server.

Designer
Designer is an Eclipse-based graphical development tool that offers a Continuous Query
Development perspective for developing continuous query projects. Continuous query
projects specify the following:
The input stream to the query. You specify the names of JMS topics on which the
events to use as input are published. For example, a hospital might have JMS topics
on which patient pulse rate and blood pressure readings (events) are published.
The output stream from the query. You specify the names of JMS topics to which to
publish events emitted by the continuous query during execution (for example,
critical patient alerts).
A declarative query that defines event correlations of interest. For example, a query
could generate a critical patient alert when pulse rate is more than 20% above average
as correlated against readings taken in the past 10 minutes, and blood pressure is
more than 2 standard deviations above or below average as correlated against
readings taken in the last hour.
Event sequences. You use these to test continuous queries in an offline mode using
sample data you create.
Database sources. You can use data from databases to provide additional historical
data against which to correlate. For example, a hospital might add yearly patient
pulse rate and blood pressure readings.
User-defined functions. Designer offers functions for calculating such measurements
as averages and standard deviations. You can also define your own functionality. For
example, the Navy might define a function that calculates the proximity of carriers to
each other.
The illustration below shows a continuous query in Designer.

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You can store continuous query projects in the Designer workspace, and deploy them
from Designer to the Event Server. You can also store continuous query projects in a
version control system and use Deployer and the Asset Build Environment to deploy
them to the Event Server.

Event Server
The Event Server executes continuous queries. When you deploy a continuous query
project from Designer to the Event Server, the Event Server checks whether the event
types specified in the project exist in the shared Event Type Store. If they do not, the
Event Server adds the event types to the shared Event Type Store and creates a JMS topic
on which to publish each event type.

Composite Applications Development


A composite application is made up of portlet applications and services that present data
from multiple resources on one or more Web pages for the end user. Composite
applications are also used to create modernized front ends for legacy systems. Suppose
you have a mainframe program that stores customer orders and the names of sales
representatives. You could create a customer management composite application that
pulls that data from the mainframe program and displays it on a Web page. When the

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end user clicks an order, the composite application gets the order details from the
mainframe program and displays it on another Web page. When the end user clicks a
sales representative, the composite application gets customer data from the mainframe
program and displays the locations and contact information for the sale representative's
customers on a Google map.

The primary webMethods product you use to develop composite applications is


Designer. You might also use Blaze Advisor and CentraSite. The webMethods products
you use to execute composite applications are My webMethods Server and Integration
Server.

Designer
Designer is an Eclipse-based graphical development tool that offers a UI Development
perspective for designing composite applications.
You create the composite application interfaces in Designer by dragging and dropping
JavaServer Faces (JSF) controls onto a design canvas. You configure each JSF control to
perform a specific function, such as submitting a command, alerting a user, obtaining
user input (for example, through check boxes or drop-down lists), or adding rendering
logic to Web pages. Other JSF controls enable you to link and navigate among portlets
and Web pages. Designer offers an extensive library of JSF controls. You can then add
other components such as Java or Web services to the composite application to retrieve
and manipulate data.
The illustration below shows a view from a portlet application in Designer.

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The Web pages in your composite applications can invoke services such as Flow, Web,
adapter, and rule services. Within Designer, you can develop Flow and Web services, and
you can create adapter services that invoke programs on mainframes and UNIX systems.
Designer builds its services on Integration Server. If you need to develop rule services,
Designer can launch Blaze Advisor. Blaze Advisor deploys rules to Integration Server,
which generates them as rule services.
You can drag and drop the services you want the Web pages to invoke onto the design
canvas from Integration Server. In a collaborative design environment, you can also drag
and drop services from CentraSite. CentraSite operates as a shared SOA
registry/repository of metadata about assets that were developed in Designer and that
are stored on run-time servers such as Integration Server and My webMethods Server.
The Web pages in your composite applications can also access and display data stored in
databases. You can connect to a database from Designer and then drag and drop
database-related items, such as database tables, that you want to use in the Web pages
onto the design canvas.
Composite applications run on My webMethods Server. Composite applications built in
Designer can use the latest Asynchronous JavaScript and XML (Ajax) technology. With
this technology, an Ajax engine acts as the intermediary between the user and My
webMethods Server, significantly improving My webMethods Server's response to user
input. Composite applications built in Designer comply with the Java Server Faces (JSF)
and Java Specification Request (JSR)168 standard.

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Blaze Advisor
webMethods product suite includes an enhanced implementation of Blaze Advisor. Blaze
Advisor is a graphical development tool for creating rules to use in composite
applications and business processes. Blaze Advisor lets you develop rules using decision
trees and decision tables. The illustration below shows a rule decision tree.

You deploy rules from Blaze Advisor to Integration Server, which generates them as rule
services and executes them at run time. You can view and test deployed rule services in
Designer just like other services.
Blaze uses My webMethods Server to enable business administrators to make simple
changes to rules without having to involve a developer. For example, after a developer
builds the rule decision tree shown above in Blaze Advisor, a business administrator
could display it in the Blaze browser-based user interface and easily add new car models
to the table.
To make a Blaze rule available for editing, you generate a Blaze rule maintenance
application (RMA) for the rule from Blaze Advisor. An RMA is a composite application
that includes the Blaze browser-based user interface that displays the rule in editable
form. You deploy the RMA from Blaze Advisor to My webMethods Server and check the
rule into the Blaze repository, which serves as a version control system for the rule. The
business administrator checks out the rule from the Blaze repository, edits the rule in the
Blaze user interface, and checks the rule back in to the repository. Finally, the business
administrator redeploys the rule to Integration Server, which regenerates it as a rule
service and executes it at run time.

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My webMethods Server
Designer publishes composite applications to My webMethods Server. My webMethods
Server also hosts composite applications that provide browser-based user interfaces for
Blaze Advisor, webMethods Broker, Integration Server, Monitor, Trading Networks, and
Optimize.
My webMethods Server provides user management capabilities that enable you to
customize the look and feel of Web pages and control user access to them. My
webMethods Server user management also provides a single location from which to
define and manage users for most webMethods products.
My webMethods Server provides a built-in Jetty Web server that supports both HTTP
and HTTPS. You can use an external Web server, or cluster of Web servers, with My
webMethods Server (for example, if an external Web server better complies with your
corporate IT security policies). My webMethods Server can integrate with the leading
Web servers, such as Microsoft Internet Information Server or Apache HTTP Server.

Integration Server
Services developed in Designer are built on Integration Server. Rules developed in Blaze
Advisor are deployed to Integration Server, which generates them as rule services.
Integration Server's function in composite applications is to execute services that are
invoked by the composite application's Web pages.

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Business Process Management


A business process is a series of business activities that are performed in a specific order,
by a variety of applications, systems, employees, and external businesses, according to
defined business rules. Examples of business processes include handling a purchase
order from receipt through fulfillment, taking a product from inception to market, and
preparing for a new employee. Business processes are more complex and long-running
than integration solutions and can include activities performed by humans.
Business process management enables you to automate business processes. For example,
the process of preparing for a new employee could be automated as follows:
1

The hiring manager submits an online form that contains information about the new
employee.

The submission of the form triggers the first step in the process. This step adds the
employee's information to the internal human resources (HR) database and registers
the employee in various systems and applications, such as the enterprise's e-mail
application.

The next step in the process uses the enterprise's trading network to notify the
external payroll company to set up an account for the employee.

The next step sends the facilities department a task to assign office space and provide
office equipment before the employee's start date.

Business processes typically involve many variables and conditions, and the longer they
run, the more likely the variables and conditions are to change. For example, a supplier
might temporarily run out of parts needed to fill orders. Business process management
enables you to act on running processes in response to such changes; in the example
above, you could suspend order fulfillment processes until parts are available again.
The primary webMethods product you use to design business processes is Designer. You
might also use Blaze Advisor and CentraSite. The webMethods products you use to
execute business processes are Integration Server, webMethods Broker, and My
webMethods Server.

Designer
Designer is an Eclipse-based graphical development tool that offers a Business Process
Development perspective for designing business processes.
You create a business process in Designer by dragging and dropping graphical
representations of process steps onto a design canvas, then configuring each step to
perform a specific function. For example, process steps can:
Receive data. Data can be in the form of documents from webMethods products, JMS
messages, EDA events, and output data from Web services and services such as
database query services.
Invoke rules.

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Invoke services such as Flow services, Web services, rule services, and adapter
services that in turn invoke programs on mainframes and UNIX systems.
Invoke other business processes.
Publish data for other business processes and services to consume.
Publish EDA events.
Define the way data passes through and is handled by your business processes. You
define the order of steps in your processes, and the conditions under which they start,
run, pass data, and end. Business Process Modeling Notation (BPMN) provides a
graphical representation of the underlying model and of the functionality and
behavior of its steps.
Send activities, called tasks, to a human or group of humans to perform. Tasks in turn
can invoke rules, rule sets, and services.
The illustration below shows a business process in Designer.

Service Development
You can develop services such as Flow, Web, and adapter services within Designer using
the Service Development perspective.

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After you develop the services, you can drag and drop them onto the business process
design canvas from Integration Server. In a collaborative design environment, you can
also drag and drop assets from CentraSite. CentraSite operates as a shared SOA
registry/repository of metadata about assets that were developed in Designer and that
are stored on run-time servers such as Integration Server.

Rules Development
You develop business rules within Designer using the Business Rules Development
perspective. Rules can be expressed as decision tables or event rules. Rules can invoke
services, and can operate on processes (for example, rules can start or stop, or suspend or
resume processes) and tasks (for example, rules can assign tasks to users).
A decision table is made up of rows and columns, and each row defines a rule. A rule
includes one or more condition columns and one or more result columns. For example, a
decision table for health care insurance premiums could include a rule that specifies
condition columns for gender, age, and smoker/non-smoker, and a result column that
contains premiums to be paid.
An event rule consists of an event and one or more results. A result can assign a value or
execute an action. For example, an event rule for an automobile parts distributor could
specify that when inventory on parts decreases to certain levels, the event rule creates a
data action. This data action creates data that is evaluated by rules in a decision table.
Depending on the content of the new data, one of the rules in the decision table fires.
Some of the rules launch a business process to replenish the stock in a result column.
You can group multiple decision tables and event rules into a rule set, and invoke the rule
set from a process step or task. The rules in a rule set interact with each other, so that the
conclusion drawn from one rule (the result) is used as input information (the condition)
for a second rule. This is called forward chaining. In the example above for the automobile
parts distributor, the event rule and the decision table could be grouped into a rule set.
The illustration below shows the decision table and event rule in the rule set named
LowInventoryRuleSet.

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After you develop rules in Designer, you can drag and drop them onto the business
process design canvas. In a collaborative design environment, you can also drag and
drop assets from CentraSite. CentraSite operates as a shared SOA registry/repository of
metadata about assets that were developed in Designer and that are stored on run-time
servers such as Integration Server and My webMethods Server.
You export rules developed in Designer to Integration Servers equipped with a Rules
Engine for execution. Each Rules Engine execute the rules that it hosts when those rules
are invoked by process steps or tasks.
Business administrators can make simple changes to rules that have been developed in
Designer through the business rules browser-based user interface. Developers export the
rules that business administrators want to edit to the My webMethods Server content
repository. The business administrator edits the rules in the browser-based user interface
and then redeploys the rules to the appropriate Rules Engines.
You can also develop rules in Blaze Advisor. For detailed information, see Blaze
Advisor on page 30.

Task Development
You design tasks (that is, activities performed by humans as part of a business process) as
specialized composite applications within Designer using the UI Development
perspective. Within task applications, you design user interfaces that present the tasks to
end users. You can also define actions that you want to occur in response to specified
conditions. For example, you can define an action that assigns critical priority to tasks
that are not completed within a specified period of time. Designer provides a variety of
built-in actions the task can use, or the task can invoke a service.

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The user interfaces for a task can be displayed as Web pages, in the My webMethods
Server user interface. You can also deploy task user interfaces from Designer to other
runtimes, such as Apache Tomcat or IBM WebSphere. The illustration below shows a task
user interface.

Some tasks require the performance of multiple activities. You could construct detailed
logic within a task to anticipate all possible outcomes, but such logic would be labor
intensive, error prone, and difficult to maintain. Instead, you can define collaboration tasks;
that is, tasks configured to operate in a collaborative work environment. You can
implement collaboration tasks in these ways:
Automatic (within a collaboration process). You can configure a task so that when it
receives specific business data, it creates child collaboration tasks and assigns them to
specific roles or users. Suppose a satellite television company has a new order process
that includes a task to install a dish and receiver. Different installation teams and
equipment are required depending on the service ordered by the customer. You can
configure the parent task to queue one collaboration task to the appropriate
installation team and another to the appropriate equipment team based on specific
information in the customer order. You can configure the parent task to complete
automatically when the collaboration tasks are completed.
Manual (by a user). You can configure a task so that a user who opens the task in his
inbox can create child collaboration tasks and assign them to other users to help
complete the parent task. Suppose a support person from a magazine company
receives a task to resolve a customer complaint that issues of a magazine have
stopped arriving. The support person could create and assign collaboration tasks to
the database administrator and the circulation manager that request information
needed to determine the problem.
You can use business rules to assign tasks to users.

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Integration Server
Integration Server has several functions in business process management.
Run-time logic for process steps developed in Designer is created on Integration
Server. Integration Server executes business processes and process steps. Every
Integration Server that runs process steps is equipped with a Process Engine that
controls and directs process execution.
Services such as Flow, Web, and adapter services that are developed in Designer are
built on Integration Server. Integration Server executes the services when they are
invoked by process steps or tasks.
Rules developed in theDesigner Business Rules Development perspective are
exported to Integration Servers equipped with a Rules Engine. The Rules Engines
execute the rules when they are invoked by process steps or tasks.
Rules developed in Blaze Advisor are deployed to Integration Server, which
generates the rules as Blaze rule services. Integration Server executes Blaze rule
services that are invoked by process steps or tasks.
If a process step exchanges documents with an external trading partner, the step
sends the document to Integration Server, which sends the document to the partner.
The partner returns a document to Integration Server, which returns the document to
the process so it can continue to its next step.

webMethods Broker
To improve performance and reliability, you can distribute process steps across multiple
Integration Servers. In this case the Integration Servers must connect to a webMethods
Broker that routes the process data across Integration Servers.

My webMethods Server
My webMethods Server has two functions in business process management:

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Execution of tasks. Designer publishes tasks applications, to My webMethods Server,


where they are invoked by processes at run time. Each My webMethods Server that
runs tasks is equipped with a Task Engine that controls and directs task execution. At
run time, data and control pass from Process Engines to Task Engines and back again
until the business process completes. If you published task user interfaces to other
runtimes such as Apache Tomcat, JBoss, Oracle WebLogic, and IBM WebSphere, the
task still runs on My webMethods Server, and interacts with the task user interface
through Task Engine Web services.
Hosting of composite applications that provide the user interfaces for webMethods
Broker and tasks, and the user interfaces for editing rules developed in Designer or
Blaze Advisor.

SOA Governance
Service oriented architecture (SOA) is an architectural style in which development
groups within an enterprise create and maintain services and related artifacts in
accordance with defined standards of quality, consistency, and interoperability. The
enterprise maintains the services in a registry and exposes them to consumers within the
enterprise. Service consumers, such as developers or process designers, can combine and
reuse the services to more quickly and easily create a variety of business applications.
Services in an SOA are distributed over a network, and are often made available to client
applications through a mediation layer. The mediation layer provides a layer of
abstraction that prevents client applications from having to know where the services are
running or which languages, technologies, or platforms were used in their development.
The mediation layer receives requests from client applications and forwards them to the
service provider, and then returns responses from the service provider to the client
applications.
The webMethods products you use to support SOA governance are CentraSite and
Mediator.

CentraSite
CentraSite provides the infrastructure you need for design-time and run-time
governance of your SOA.
For design-time governance, CentraSite provides a registry, or catalog, in which service
providers can register re-usable assets such as services, XML schemas, and event types.
Service providers can also register assets that are customized for your environment, such
as reusable Java libraries, BPEL documents, and portlets. The CentraSite catalog is an
implementation of the Java API for XML Registries (JAXR) specification, and is UDDI v2and UDDI v3-compliant. CentraSite provides a browser-based user interface that lets
service providers submit services to the catalog, and lets developers browse the catalog
for services to use. The illustration below shows the CentraSite service catalog.

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CentraSite can but does not have to store the asset itself in the catalog. A catalog entry
might simply describe an asset or indicate its availability. The actual asset itself might
reside elsewhere in your enterprise.
Designer can register services and other assets with the CentraSite catalog, and
integration solutions built in Designer can incorporate services from the CentraSite
catalog.
You can control design-time events such as the acceptance of new assets into the catalog
and the modification of existing assets in the catalog through policies. For example, you
could define a policy that new services submitted to the catalog must be approved by
specified individuals like SOA architects. You can also use policies to define review and
approval processes, perform quality assurance tests, and issue notifications when new
services are added to the catalog or when the interfaces for existing services are about to
be modified.
For run-time governance, CentraSite enables you to define security, audit logging, SLA
monitoring, and routing policies that control the use of services in the catalog. Policies
specify actions the mediation layer is to perform when a client application requests a
service. For example, actions can prevent unauthorized access to a service, route a
request to the appropriate service, record events to a logging system, or monitor
performance attributes and send alerts when specified thresholds are exceeded. The
illustration below shows a policy definition in CentraSite.

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Mediator
Mediator does the following:
Mediates between consumer applications and service providers. Mediator receives
requests for services from consumer applications and forwards them to service
providers, then returns responses from service providers to consumer applications.
Enforces policies. Mediator makes sure that requests from and responses to consumer
applications conform to service policies defined in CentraSite.
Transforms requests. Mediator transforms requests from and responses to consumer
applications according to transformation steps defined in CentraSite.
Routes requests. Mediator can use request context or content to route requests from
consumers to different service endpoints, or to load balance requests.
Mediator runs on Integration Server.

Collaborative Development
The webMethods product suite offers a variety of tools and methods you can use to
create a collaborative development environment in which developers can easily share
and reuse assets.

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A main tool for collaboration is CentraSite, which operates as a shared database of


metadata about assets that are stored in Designer, Integration Server, and CentraSite.

Integration solution developers can publish services and document types from
Designer to CentraSite, and can drag and drop these assets from CentraSite into
Designer.

Composite applications developers can publish services, webMethods document


types, and composite applications from Designer to CentraSite, and can drag and
drop these assets from CentraSite into Designer.

Business process developers can publish services, webMethods document types,


and business processes from Designer to CentraSite, and can drag and drop these
assets from CentraSite into Designer.

Task application developers can define child collaboration tasks and processes that
help complete a parent task. Developers can configure a parent task so that:

When the task receives specific business data, it creates child collaboration tasks
and assigns them to specific roles or users. The task application developer can
configure the parent task to complete automatically when the collaboration tasks
are completed.

A user who opens the task in his inbox can create child collaboration tasks and
assign them to other users. When the child tasks are completed, the user can
complete the parent task.

In My webMethods Server, users can create workspaces that appear in My


webMethods. A workspace is a page that holds information relating to a specific issue
or topic. You might use a workspace to:

Group information and tools you use frequently. For example, if you are
responsible for handling new hires for your company, you could create a
workspace for each new employee. In each workspace, you could attach an image
of and documents relating to the new employee, and add reminders of actions
you still need to take, such as sending the new employee a reminder to attend an
orientation session.

Troubleshoot an issue with other users. You could share the workspace with the
other users, and add tools to facilitate discussions.

Organize the work you need to do for tasks. You could display your task inbox in
My webMethods, search for specific tasks, and add the search results to a
workspace. You could then add tools or windows from application pages that you
need to accomplish the tasks.

For more information on tools and methods you can use to create a collaborative
development environment, contact Software AG Global Consulting Services.

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Business Activity Monitoring


Business activity monitoring enables an enterprise to monitor the performance of the
system resources and business processes it uses to deliver goods and services. Business
optimization enables an enterprise to use the monitoring information to proactively
manage and optimize those system resources and business processes.
System resource and business process data is monitored via key performance indicators
(KPIs). KPIs are quantifiable measurements that reflect the critical success factors of an
enterprise. For example, in an order management process, you might define KPIs to
monitor the number of orders received, their monetary amounts, and whether they were
processed successfully. KPIs monitor data for exceptions and trends and help you create
solutions.
The webMethods products you use for business activity monitoring are Optimize,
Monitor, webMethods Reporting, and MashZone.

Optimize
Optimize enables you to monitor the following in real time:
System resources, such as webMethods products, third-party applications, databases,
equipment such as printers and disk drives, and devices such as routers and network
servers (Optimize for Infrastructure)
Business processes (Optimize for Process)
SAP business events (Optimize for SAP)
Transactions between trading partners in Trading Networks (Optimize for B2B)
Mainframe-based system resources such as Adabas, Natural, EntireX, and ApplinX
servers (Optimize for ETS)
Optimize uses the monitoring data it collects to help you quickly identify problem areas
and analyze trends so you can improve performance, eliminate issues, and take
advantage of business opportunities. The data is displayed in the browser-based
Optimize and Optimize for B2B user interfaces.
For business processes, Optimize can use Six Sigma. Six Sigma helps you systematically
improve business processes by measuring the number of defects in a process and
enabling you to focus on the most important issues. After Optimize has learned enough
about your enterprise, it can predict problems and opportunities so you can act
preemptively.
With Optimize, you define the KPIs that reflect the critical success factors of your
enterprise. For system resources, KPIs might include Integration Server thread
availability and webMethods Broker queue lengths. For business processes, KPIs might
include margin, revenue, customer satisfaction, and inventory levels. For Trading
Networks, KPIs might include order and invoice volumes, average order amount, and
percentage of successful and failed transactions.

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For system resources, you gather KPI readings at specified intervals using Optimize data
collectors, as indicated below. webMethods Broker routes the KPI readings from the data
collectors to Optimize.
Data Collector

Gathers this data...

Infrastructure Data
Collector

System resource and operational data for webMethods runtime products (Adabas servers, Natural servers, ApplinX
servers, EntireX servers, Integration Servers, webMethods
Broker, Trading Networks, and adapters). Infrastructure Data
Collector is pre-configured with KPIs to collect specific data for
those products. It also supports user-defined KPIs.
Operational data for devices such as bridges, hubs, routers, and
network servers that are accessible through Simple Network
Management Protocol (SNMP) agents.

Web Service Data


Collector

Operational data about applications or equipment in your


enterprise (such as databases, printers, or disk drives).

For business processes, you specify KPIs when designing the process in Designer. At run
time, webMethods Broker routes the KPI readings from the Process Engines that execute
the business process steps to Optimize. For SAP business events, you use the
webMethods SAP Adapter to extract process data (such as the start and end time of a
process instance), error data, or business data (such as customers, order quantities, and
revenues) from a running SAP process, and to send the extracted data Optimize for
business monitoring and analysis.
You then establish rules in Optimize to define conditions that indicate problems with
your system resources or business processes. Examples of problems are when Integration
Server thread availability falls below 20%, or when the processing time for a shipping
process is two standard deviations above normal. Optimize compares KPI readings
against the rules you define and detects whether a monitored system resource or
business process is out of compliance. Optimize displays the results in the browser-based
Optimize user interface. Optimize also measures current KPIs against KPIs gathered over
time and displays trends in its user interface (for example, whether your revenue is
trending upward or downward, and whether that trend is typical or atypical). Optimize
can send alerts to users you identify, who can then act to correct negative trends, and take
advantage of positive trends. The illustration below shows memory consumption for a
specific server and the points (red dots) at which the memory consumption deviated
from normal behavior.

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Optimize includes a business process dashboard that lets you manage processes,
investigate root causes behind process problems, and gain insight into general process
behavior. The process dashboard is the primary tool you use to optimize your business
processes. The illustration below shows the process dashboard.

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The following are examples of ways an enterprise can use Optimize.


A highly-decentralized food distribution company could use Optimize to monitor the
health and performance of its servers and applications. The company uses Optimize
to alert users to probable system outages. In most cases, staff avoids actual system
outages by making adjustments based on Optimize's root cause analysis.
A multi-national consumer electronics company could use Optimize to monitor a
partially-outsourced manufacturing process. The company identifies the critical steps
in the process, creates KPIs to monitor the steps, and defines rules that send alerts
about operational abnormalities. Rather than having to continually compute and
adjust alert thresholds, the company depends on Optimize's ability to learn what is
normal.
A satellite television company could use Optimize to correlate subscription events so
it can identify customers that might be cheating the billing system. By collecting,
filtering, and correlating thousands of subscription events, Optimize narrows down
the potential problem accounts into a manageable list.

Monitor
Monitor reads run-time data that webMethods products such as Integration Servers and
Process Engines log for services, business processes, business events, and documents.
The data is displayed in the browser-based Monitor user interface. Typical logged data
includes service or business process start date and time, status, duration, successful

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completion or failure, and errors. You can take action based on the logged data from the
Monitor user interface; for example, you can resubmit services, business processes, and
documents, and suspend and resume business processes.

Monitor also offers a public API so you can build your own front-end application for
displaying and working with the logged data.

webMethods Reporting
webMethods Reporting retrieves stored webMethods data and displays it in report form
in the browser-based Reporting user interface. These reports help you monitor and
manage various aspects of system performance. Software AG provides the predefined
report formats listed below, but you can also generate your own reports.
Report Name

Data

Monitor

Business process execution metrics.

Optimize

Key performance indicators (KPIs) for system resources and


business processes.

Trading Networks

B2B transactions and trading partners.

Optimize for B2B

Trading Networks document types and attributes that are


monitored by Optimize for B2B.

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MashZone
MashZone is a browser-based application that enables you to analyze and visualize data
from distributed data sources. It provides a framework for creating user interface
dashboards based on data obtained from various data sources, such as URLs, XML files,
and Excel spreadsheets. For KPIs, Optimize provides a query you can paste into
MashZone to create real-time dashboards.

System Administration Tools


System administration tools include the Software AG Installer, the Software AG Update
Manager, database scripts and the Database Component Configurator, and Deployer.

Software AG Installer
The Software AG Installer is an application that enables you to install, upgrade, and
uninstall the webMethods product suite. The installer offers a wizard in both GUI and
command line modes that guides you through each of those activities. The illustration
below shows the product selection tree list in the Software AG Installer GUI.

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In addition to installing using the wizard or command line mode, you can create an
installation script and run it on multiple machines to create identical installations. You can
download webMethods products into an installation image and give the image to users
who cannot go outside your corporate firewall to install from.

Software AG Update Manager


The Software AG Update Manager is an application that enables you to install and
uninstall fixes to Software AG products. The Update Manager offers both GUI and
command line modes that guide you through each of those activities.
You can install fixes directly from the Empower Product Support Web site, or you can
download fixes into a fix image and give the image to users who cannot go outside your
corporate firewall to install from. You can create a fix script of installing from Empower or
an image, and run that script on multiple machines that have identical product
installations.

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The illustration below shows the list of actions you can perform using the Update
Manager GUI.

Database Scripts and the Database Component Configurator


webMethods provides database scripts you can use to create, migrate, or drop the
database components you need to store webMethods product suite data. webMethods also
offers the Database Component Configurator for performing those tasks. The
configurator is an application that offers a GUI and a command line mode. The
illustration below shows the configurator in GUI mode.

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Deployer and the Asset Build Environment


Deployer is a graphical tool that lets you deploy assets developed in the webMethods
product suite from one environment to another. For example, you might want to deploy
business processes on webMethods servers in a development environment (that is,
source servers) to webMethods servers in a test or production environment (that is, target
servers). The illustration below shows a deployment project containing assets to be
deployed.

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You use Deployer for run-time deployment, and Deployer and the Asset Build
Environment for repository-based deployment.
In run-time deployment, you connect Deployer to source servers in one environment and
deploy assets that reside on those source servers to target servers in another
environment.
In repository-based deployment, you do not have to connect Deployer to source servers.
Instead, you use the Asset Build Environment to build definitions of source server assets
onto a repository, then connect Deployer to the repository and deploy the assets to the
target servers.

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Administering the webMethods Product Suite

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

54

Installing or Uninstalling webMethods Products and Fixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

54

Upgrading Products and Migrating Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

54

Creating or Dropping Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

54

Configuring Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

55

Monitoring System Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

55

Monitoring and Managing Services and Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Deploying Assets from One Environment to Another . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Scaling the webMethods Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Overview
This chapter provides a high-level description of the products a system administrator
uses and the activities a system administrator performs to administer the webMethods
product suite.

Installing or Uninstalling webMethods Products and Fixes


Use the Software AG Installer to install and uninstall webMethods products for end
users. Also use the Software AG Installer to update installed webMethods products with
new product components, such as new packages or plug-ins.
Use the Software AG Update Manager to install and uninstall fixes to webMethods
products.

Guides
Using the Software AG Installer
Installing webMethods Products
Using the Software AG Update Manager

Upgrading Products and Migrating Data


Use the upgrade documentation to upgrade webMethods products when new releases
come out and to migrate webMethods product data.

Guide
Upgrading webMethods Products

Creating or Dropping Databases


Use database scripts or the Database Component Configurator to create and drop storage
and database users, and to create and drop webMethods database components. A
webMethods database component is a grouping of database objects that can be used by
one or more webMethods products.
Use webMethods product interfaces to connect webMethods products to each other and
to webMethods database components.

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Guide
Installing webMethods Products

Configuring Products
Configuration activities such as the following are necessary for most products:
Manage users, groups, and roles.
Manage external directory services.
Set up calendars for use by processes and tasks.
Set up logging.
Set up clustering.

Guides
Go to the Software AG Documentation Web site > webMethods Product Suite >
webMethods Product Suite 8.2 > Documentation by Task > Configuring and
Administering page for the guides that discuss this topic.

Monitoring System Resources


Setting Up System Resource Monitoring
Use Optimize to monitor many webMethods products, as follows:
Identify webMethods products for which the Optimize Infrastructure Data Collector
is to collect data.
Identify applications and equipment in your enterprise (for example, databases,
printers, and disk drives) for which the Optimize Web Service Data Collector is to
collect data.
Configure KPIs to monitor the collected data.
Define rules for Optimize to use to evaluate collected KPI readings and notify you
when a problem resource requires your attention. Optimize provides predefined
rules to help you get up and running quickly.
Define actions you want Optimize to take automatically when a problem arises.
Use the My webMethods Server diagnostic tools to monitor My webMethods Server.
Diagnostic tools include:

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A command line tool for monitoring My webMethods Server logs, traffic, file system,
network connectivity, database connectivity, and other critical metrics.

A GUI tool for monitoring My webMethods Server memory, logs, performance,


thread dumps, performance statistics, and SOAP messages.

Analyzing System Resource Monitoring Data


Use Optimize to view and analyze monitoring data, as follows:
Find resources that out of compliance and view information about the rules that were
violated.
View a high-level summary of all resources and the performance of the entire
enterprise.
Compare the performance of different KPIs for resources and analyze historical KPI
performance to find positive or negative trends.
View alerts about resources that are likely to go out of compliance in the future.
View reports about KPIs for system resources.

Guides
Working with My webMethods
Administering webMethods Optimize
Optimizing BPM and System Resources with BAM: webMethods Optimize Users Guide
Diagnosing My webMethods Server

Monitoring and Managing Services and Documents


Use the Monitor user interface to monitor and manage documents and services that are
running throughout the enterprise. You can view logged audit data for documents and
services, including logged errors, and you can resubmit documents and services.
If you want to monitor services that are running on a single Integration Server only, you
can use the Integration Server Administrator user interface for that Integration Server.
From that interface, you can view logged audit data for services, including errors, but
you cannot resubmit services. If you want to resubmit services, you must use the Monitor
user interface.

Guides
Administering webMethods Integration Server
webMethods Audit Logging Guide

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Working with My webMethods


Monitoring BPM, Services, and Documents with BAM: webMethods Monitor Users Guide
webMethods Monitor Built-In Services Reference

Deploying Assets from One Environment to Another


You use Deployer for run-time asset deployment, and Deployer and the Asset Build
Environment for repository-based asset deployment.
In run-time deployment, you connect Deployer to source servers in one environment and
deploy assets that reside on those source servers to target servers in another
environment.
In repository-based deployment, you do not have to connect Deployer to source servers.
Instead, you use the Asset Build Environment to build definitions of source server assets
onto a repository, then connect Deployer to the repository and deploy the assets to the
target servers.

Guide
Deploying webMethods Assets: webMethods Deployer Users Guide

Scaling the webMethods Environment


You can scale the webMethods product suite to support global deployments and
enterprise-level transaction volumes. You can deploy products incrementally, adding
them when and where you need them.

Integration Server Clustering


You can improve service and business process performance significantly by clustering
Integration Servers using a third-party load balancer. Clustering distributes requests
across Integration Servers. The load balancer receives all client application requests and
routes each to the Integration Server whose processing load is the lowest at that moment.

Mediator Clustering
If Integration Servers that host Mediators are clustered, you can improve mediation and
policy enforcement performance by also clustering theMediators.

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Trading Networks Clustering


If Integration Servers that host Trading Networks Servers are clustered, you can
synchronize Trading Networks data cached in memory, user accounts, and properties by
also clustering theTrading Networks Servers.

My webMethods Server Clustering


You can improve composite application performance by clustering My webMethods
Server. You can partition applications among nodes of a cluster and then use load
balancer rules to route each user to nodes that host only the applications that user is
allowed to access.

Optimize Clustering
Optimize offers high-availability clustering for its Analytic Engines. A typical approach
is to cluster two Analytic Engines in an active-active configuration in which processing is
distributed across both engines. If one engine fails, the other takes over all processing for
both engines. When the failed engine is restored, processing is redistributed across both
engines.

webMethods Broker Clustering


In webMethods Broker, components named Brokers execute requests for clients and
maintain information about clients and their document types. You can improve
messaging availability and reliability by clustering Brokers. webMethods Broker offers
two types of clustering: policy based and high availability.

Policy-Based Clustering
With policy-based clustering, clustered Brokers share client information and document
types. Client requests are distributed across the clustered Brokers according to policies
you configure. Policies can improve scalability, reliability, or both.
Policies that improve scalability (that is, load-balancing policies) are as follows:
Policy

Description

Round
robin

Client requests are distributed to all Brokers in the cluster in a


prescribed order and to all Brokers equally.

Weighted
round robin

Client requests are distributed to Brokers in the cluster in a prescribed


order, but to some Brokers more frequently than to others (for example,
more frequently to Brokers on machines with greater hardware
capacity).

Random

Client requests are distributed to Brokers in the cluster equally but in no


particular order.

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Policy

Description

Sticky

All client requests are passed to the first Broker in the cluster. If the first
Broker fails, subsequent messages are sent to the next Broker in the
cluster.

Policies that improve reliability are:


Policy

Description

Multi-send
best effort

Client requests are distributed to as many Brokers in the cluster as


possible up to a maximum you configure, and a request transaction
succeeds if least one Broker receives the request.

Multi-send
guaranteed

Client requests are distributed to the number of Brokers in the cluster


that you specify, and a request transaction succeeds only if every one of
those Brokers receives the request.

You can combine policies (for example, you might combine a multi-send policy with a
round robin policy). You can configure forwarding of messages from one cluster to
another.
Changes in policy or cluster configuration are automatically propagated to clients, which
immediately incorporate the change without the need for human interaction.

High-Availability Clustering
webMethods Broker also offers support for high-availability configurations using thirdparty operating system- or hardware-based clustering solutions. These solutions provide
redundancy of Broker storage. They provide automatic fail over of Broker processes to a
backup server in the event of aBroker failure; clients reconnect to the backup server
automatically and no messages are lost.

Guides
Go to the Software AG Documentation Web site > webMethods Product Suite >
webMethods Product Suite 8.2 > Documentation by Task > Configuring and
Administering page for the guides that discuss this topic, as follows:
webMethods Integration Server Clustering Guide
Administering webMethods Mediator
Building B2B Integrations: webMethods Trading Networks Administrators Guide
Administering My webMethods Server
Configuring BAM
Administering webMethods Broker, Running webMethods Broker in a High-Availability
UNIX Cluster, Running webMethods Broker in a High-Availability Windows Enterprise
Server Cluster

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Developing Integration Solutions

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Developing an Integration Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Implementation Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

63

Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Overview
This chapter provides a high-level description of the products a developer uses and the
activities a developer performs to develop an integration solution.

Products
Designer
CentraSite
Integration Server
Trading Networks
Adapters
webMethods Broker
Monitor

Developing an Integration Solution


The primary elements in integration solutions are services, so the main product you use
to develop your integration solutions is Designer. You can develop most integration
services using the webMethods Flow language, although you can also use Designer to
develop services in Java.
Flow language lets you wrap a sequence of services within a single service, called a Flow
service, and manage the flow of data among them. For example, you might create a Flow
service that receives employee address change data from a composite application and
executes services that do the following:
1

Enter the address change in an employee benefits application.

Invoke the JDBC Adapter to enter the address change in an HR database.

Invoke Trading Networks to send the change to an external payroll company.

Log confirmation that the resources have been updated to an audit log file.

Designer has extensive data mapping capabilities that allow you to drag and drop data
fields from service to service. You can also specify that a Flow service should branch to
different services based on a real-time value.
When you develop a service in Designer, you specify the inputs and outputs for the
service. You can create document types to define the service's inputs and outputs.
Document types are reusable; that is, if two services have identical inputs, you can use
the same document type to specify the inputs for both services.

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When working in Designer, you are always connected to an Integration Server; Designer
builds and edits services directly on the Integration Server. Integration Server comes with
a library of built-in services that you can use in your integration solutions. In addition,
Designer can connect to an SOA registry such as CentraSite; you can browse the available
Web services and use them in your integration solutions.
If an integration solution must interact with an application for which webMethods
provides an adapter, you can create services that invoke services in the adapter. For
example, an integration solution that needs to enter data in a database could include
services that invoke JDBC Adapter services that insert or delete data.
You can chain any type of services to form a simple integration process.
Service development is an iterative process of building, testing, and correcting
(debugging) your code. Designer provides a range of tools to assist you during the
testing and debugging phases. You can test services with input values you specify
manually, inspect the results, and investigate errors. You can run services in "debug"
mode, which enables you to monitor a Flow service's execution path.
Multiple Designer users can collaborate on an integration solution, developing different
pieces of the integration solution and then deploying the pieces to a single Integration
Server for testing. Designer enables you to lock objects you are working with, and can
interact with a third-party version control system (VCS) repository.
You can set up audit logging for services and documents so the system administrator can
find and handle problems. If you chained services to form an integration process, you can
set up audit logging for that as well.

Implementation Examples
You can implement integration solutions in a wide variety of ways. Below are some
examples.

Synchronization
Suppose you want to synchronize customer information between Siebel and a mainframe
program. You set up the Siebel Adapter to interact with the Siebel application and the
EntireX Adapter to interact with the mainframe program.
To get data from Siebel to the mainframe program, you have the Siebel Adapter monitor
the Siebel application for new or changed data. The adapter transforms the data from
Siebel's proprietary format into webMethods internal format and passes it to Integration
Server. Integration Server processes the data and then passes it to the EntireX Adapter,
which transforms it into the mainframe program's format and inserts it into the system.
To get data from the mainframe program to Siebel, you use the same process, in reverse.

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Propagation
Suppose you want HR people to change employee information using a composite
application, and you want to propagate the changes to the HR database, the employee
benefits application, and the retirement plan mainframe program. You develop the
following:
A composite application in Designer that provides a user interface for entering
employee information, and passes data entered on the form to Integration Server for
processing.
A synchronous service that receives the data from Integration Server, simultaneously
invokes the three services described below, waits for confirmation from the three
services, and then returns the confirmation to the composite application to display to
the user.
A JDBC Adapter service and two other services that insert the data into the database,
mainframe program, and benefits application, respectively, and return confirmations
to the synchronous service described above.

Composition
Suppose HR wants to create reports containing employee information from the HR
database, the retirement plan mainframe program, and the employee benefits
application. You want to use webMethods Broker and its publish-subscribe model to
route the information. You develop the following:
A composite application in Designer that provides a user interface for requesting the
report, publishes the request to webMethods Broker, and displays the returned data
in report form to the user.
A synchronous JDBC Adapter service to extract data from the database.
Two synchronous services that extract data from the mainframe program and the
benefits application.

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An asynchronous Flow service that wraps the three services described above and
maps the data from service to service.
A trigger on Integration Server that subscribes to the report request on webMethods
Broker and invokes the Flow service when Integration Server receives the request.

Guides
Go to the Software AG Documentation Web site > webMethods Product Suite >
webMethods Product Suite 8.2 > Documentation by Task > Developing Integration
Solutions page for the guides that discuss this topic.

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Designing Business Processes

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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68

High-Level Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

68

Detailed Implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

69

Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Overview
This chapter provides a high-level description of the products a business process
developer uses and the activities a business process developer performs to design a
business process.
Designer offers perspectives for designing business processes, as follows: Process
Development, Process Debugging, Process Simulation, Service Development, and UI
Development. The Process Development perspective also offers a Business Analyst
capability. A major feature of Designer is its collaborative focus, which allows users with
different types of expertise to work together on different aspects of a process. Each of
these perspectives supplies the tools needed by a particular category of users.

Products
Designer
Business Rules
Blaze Advisor
webMethods Broker
Trading Networks
Integration Server
CentraSite
My webMethods Server
Content Service Platform
Task Engine
Optimize

High-Level Design
The Business Analyst capability in the Process Development perspective allows an expert
in your company's procedures and business rules to design a business process without
having to get involved in developing the underlying technology. This capability offers a
wide range of graphical representation and documentation tools.
The Business Analyst capability lets you focus on architecting the high-level design of a
business process and explaining the process to other team members. You define the steps
in the business process, rules that dictate the order of the steps, and rules that specify the
circumstances under which each step should run. You can use swimlanes to identify the
departments that are responsible for performing each step.

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You can document the requirements of the business process to help guide the other team
members. For example, you can:
Specify the input each process step requires and the output each process step should
produce.
Identify humans who are involved in the process (for example, a facilities manager, to
set up office space).
Specify how to handle errors.
List KPIs to track so you can measure the effectiveness of the process (for example,
the period of time it took to set up the office space).

Detailed Implementation
Configuring Process Steps
The Process Development perspective offers an extensive set of programming tools that
enable a technical user to focus on the detailed implementation of a business process. You
receive a new process, as designed and documented by the Business Analyst capability
user, and you work in the Process Development perspective to configure the pieces of the
process. For example, you configure steps to:
Subscribe to business documents on webMethods Broker, or publish business
documents to webMethods Broker.
Invoke integration services or Web services.
Invoke rules, tasks, other business processes, or Trading Networks.
You define the way data passes through and is handled by your business processes. You
define the order of steps in your processes, and the conditions under which they start,
run, pass data, and end. Business Process Modeling Notation (BPMN) provides a
graphical representation of the underlying model and of the functionality and behavior
of its steps.

Creating Documents, Services, Tasks, and Rules


webMethods products provide data to processes in the form of documents. Each
webMethods document is associated with a document type, a schema-like definition that
describes the document's structure. For example, a document type named PurchaseOrder
might describe the structure of data in a purchase order document.
In Designer, you can identify existing document types, services, tasks, and rules, or you
can create the document types, services, tasks, and rules required by a business process,
as follows:
Browse Integration Servers for existing document types and services, and drag and
drop them onto the design canvas.

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Browse CentraSite for document types, services, tasks, rules, and business processes,
and reference these assets from process steps.
Import supported electronic form (e-form) templates from a file system folder, a Web
server, a My webMethods Server configured as a JSR-170 content repository, or a
Content Service Platform repository. Designer converts the imported templates into
Integration Server document types.
Use Designer's Service Development perspective to develop Flow services and create
document types for service inputs and outputs.
Use Designer's UI Development perspective to develop tasks (see Developing
Tasks on page 70, below).
Use the Designer's Rules Development perspective to develop rules.
Launch Blaze Advisor so you can develop Blaze rule services.
If you are working in a collaborative design environment, publish assets you develop
in Designer to CentraSite.

Developing Tasks
If a business process you are developing includes human activities, you use Designer's UI
Development perspective to develop tasks. Tasks are created within a special type of
composite application called task application projects. You can create a single task within a
project, or you can group multiple related tasks within a project.
Within task applications, you design user interfaces that present the tasks to end users.
You can also define how you want a task to behave when certain events occur. For
example, you can specify that the task status should change to Critical when an
uncompleted task reaches its expiration date. Designer provides a variety of built-in
actions you can use, or you can use a service. You can use any of the methods listed in
Detailed Implementation on page 69 to invoke services from tasks.
You can preview the task user interfaces you create within Designer and adjust them as
necessary. You can also run tasks in Designer to test their behavior. You can debug tasks,
test them again, and so on, until the tasks meet your requirements.
You can create a task application that uses data from a supported e-form as some or all of
the task's business data. You can also implement e-form-enabled tasks with download
and upload capability. This capability lets the task user:
Connect to My webMethods Server or the Content Service Platform to download the
e-form data from the task in its original e-form format.
Disconnect from My webMethods Server or the Content Service Platform and work
with the e-form in the local environment.
Reconnect to My webMethods Server or the Content Service Platform and upload the
e-form. My webMethods Server applies the modifications to the task business data.

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After you create a task, you can drag and drop it onto a business process. When you are
done developing the process, you use Designer to deploy the tasks to My webMethods
Server, so the process can invoke the tasks at run time.
The user interfaces you create in the task application can appear to end users in the
browser-based task user interface. Most tasks are pre-assigned, using business logic
contained in the task, but the task administrator can assign the tasks to individuals or
roles as needed. The business administrator can define KPIs that you want Optimize to
monitor for tasks.
You can also publish task user interfaces from Designer to other runtimes, such as
Apache Tomcat or IBM WebSphere. The task still runs on the Task Engine, and interacts
with the remote task user interface through Task Engine Web services.

Simulating and Debugging Processes


Detailed process implementation is an iterative procedure that involves developing,
testing, and correcting your code. Designer's Process Simulation perspective enables you
to test a process by sending a document through it. Among other things, simulation
enables you to:
Discover business process bottlenecks, points of failure, and time lags.
Predict business process behavior in multiple scenarios.
Compare the behavior (performance, utilization, cost, and so on) of two or more
different processes, or of two or more versions of the same process.
You can use actual historical run-time data in simulations.
You can debug the business process using the debugging tools offered by Designer's
Process Debugging perspective and then simulate the process again, and so on until the
process meets your requirements.

Logging and Monitoring Processes


Within each business process, you set the maximum level for audit logging for that
process. The business administrator who monitors processes will refine this setting later
to suit his needs. You also define quality of service settings that determine how the
process executes at run time and that let you balance process performance, reliability,
visibility, and control. For example, you can choose between improving performance by
storing process run-time data in RAM or improving reliability by persisting the data.
Also within each process, you can define KPIs that you want Optimize to monitor.

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Mapping Process Steps to Run Times


When you are done developing the business process, you work with your system
administrator to map process steps to the Integration Servers (equipped with Process
Engines) on which the steps should run. You then deploy the process steps from Designer
to those Integration Servers. Designer creates a package containing run-time execution
information on each of the Integration Servers.

Guides
Go to the Software AG Documentation Web site > webMethods Product Suite >
webMethods Product Suite 8.2 > Documentation by Task > Designing BPM Processes and
Suite-Integrated CAF Applications page for the guides that discuss this topic.

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Business Administration and Monitoring

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

74

Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

74

Business Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

74

Administering and Monitoring Trading Networks Transactions . . . . . . . . . . . . . . . . . . . . . . . . . .

76

Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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5 Business Administration and Monitoring

Overview
This chapter provides a high-level description of the products a business administrator
uses and the activities a business administrator performs to administer, monitor, and
analyze business processes and Trading Networks transactions.

Products
Monitor
Optimize
Business Rules
Blaze
Task Engine
webMethods Reporting
Optimize for B2B
Trading Networks

Business Processes
Several instances of a business process or task can run at the same time. For example,
your enterprise could hire several new employees at one time, and each new employee
would trigger a new instance of the new employee process. For tasks, you could have a
purchase order process that sends out an approval request task instance to three different
managers. You administer business processes and tasks, but you monitor process
instances and task instances.

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Administering Business Processes


Product

Activities

Monitor

Enable business processes so process instances can run, disable


business processes so process instances cannot run, and delete
business processes.
Enable the ability for you to resubmit specific process steps when
problems occur.
Define time-outs that alert you when process steps or tasks run too
long.
Set up audit logging for business processes so you can track when
process instances and individual process steps start running, change
status, end successfully, or fail, and so you can record the path that
each process instance took at run time.
Note: Audit logging for tasks occurs automatically; you do not have
to set it up.
Find and view collaboration processes.

Optimize

Define rules that notify you when a process instance experiences


problems.
Define links that take you from process problems to external system
such as a CRM.
Define KPIs so you can monitor business processes and tasks.

Business
Rules

Modify rules developed in Designer and redeploy the modified


rules to Integration Servers equipped with Rules Engines.

Blaze

Check out, modify, and check in Blaze rules and redeploy the
modified Blaze rules to Integration Server.

Task Engine

Assign tasks to My webMethods users or roles.


Enable tasks so task instances can run, disable tasks so task
instances cannot run, and delete tasks.
Enable or disable task monitoring for individual tasks.

Manually start a task (for example, to kick off a business process


instance).

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Monitoring Business Process Instances


Product

Activities

Monitor

Find process instance problems. Determine whether the problems


are caused by system resource, service, or document problems.
View the status of all process instances, and details about individual
process instances.
View an image of the process instance that mirrors the process, with
a symbol next to each step that indicates its status.
Suspend a problematic process instance (for example, because an
application involved in the process is not running). Resume the
process later or stop it entirely. If you logged the necessary audit
data, edit incorrect data values and resubmit the process instance at
a particular step.

Optimize

Compare the performance of different KPIs and analyze historical


KPI performance to find positive or negative trends.
View KPI rules that process instances have violated, and Six Sigma
information for process instances, so you can adjust business
processes to avoid future problems.

Task Engine

Assign task instances to users or roles.


Suspend task instances and resume them, or delete them entirely.
Reactivate tasks that have expired or have been canceled by users.

webMethods
Reporting

Generate reports about business process execution metrics and KPIs


for business processes.

Administering and Monitoring Trading Networks


Transactions
Product

Activities

Optimize for
B2B

Identify business document types and attributes to monitor.


Define KPIs to monitor for transactions.
Monitor transactions and other data related to exchanging data
with trading partners.
Compare the performance of different KPIs and analyze
historical KPI performance to find positive or negative trends.

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5 Business Administration and Monitoring

Product

Activities

Trading
Networks

Generate reports about B2B transactions and trading partners.


Generate reports about Trading Networks document types and
attributes that are monitored by Optimize for B2B.

Guides
Go to the Software AG Documentation Web site > webMethods Product Suite >
webMethods Product Suite 8.2 > Documentation by Task > Monitoring BAM for BPM
Processes, B2B, and System Resources page for the guides that discuss this topic.

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Setting up Security

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Setting Up Security within the webMethods Product Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

80

Firewall Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

82

Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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6 Setting up Security

Overview
This chapter provides a high-level description of the products a security person uses and
the activities a security person performs to set up security for webMethods products.

Setting Up Security within the webMethods Product Suite


You can set up the types of security listed below for products in the webMethods product
suite.
For this product...

You can...

ApplinX

Encrypt communication between ApplinX and


mainframes, Web servers, application servers, and Web
service clients.
Configure user access to ApplinX data.

webMethods Broker

Configure SSL, SNMP traps, the UNIX syslog, and


permissions for clients to publish or subscribe to
documents.
Authenticate Broker clients and servers with users in the
operating system, Lightweight Directory Access Protocol
(LDAP), or Active Directory Service Interfaces (ADSI).
Java clients, JMS clients, C clients, C# clients, and Broker
Servers can connect to an ACL-protected Broker Server
using basic authentication credentials.

CentraSite

Configure HTTPS, user access to CentraSite, and provider


and consumer access to services.
Configure Lightweight Directory Access Protocol (LDAP)
or Active Directory (AD) user directories.
Configure single sign-on using the Software AG
Integrated Authentication Framework (IAF).
Configure user access to CentraSite data.

EntireX

Configure user authentication and client/server and


publisher/subscriber authorization.
Encrypt client application data.
Configure SSL/HTTPS, including keystores and
truststores, and public key infrastructure (PKI).

Integrated
Authentication
Framework (IAF)

80

Configure single sign-on for some webMethods products.


Configure authentication system (user database) for some
webMethods products across operating systems.

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6 Setting up Security

For this product...

You can...

Integration Server

Configure SSL/HTTPS, including keystores and


truststores, hardware security module (HSM) support,
and public key infrastructure (PKI).
Configure listener ports to only accept client requests from
specified addresses or domains, and define which services
are accessible through each port.
Import X.509 client certificates.
Configure user access to Integration Server data.
Configure and review security-related auditing, such as
number of times users log in and fail, and unauthorized
access attempts.
Generate and manage certificate requests using the
webMethods Certificate Toolkit.

Mediator

Process signed and encrypted requests from consumers


and return signed and encrypted responses.
Enforce WS-SecurityPolicy requirements on client requests
to deployed services.
Receive and process SAML holder-of-key tokens issued by
trusted token providers from consumers.
Configure Mediator to issue WS-trust requests and to
receive SAML sender-vouches token from configured
token providers (third-party STS / Default Integration
Server STS).
Add WS-security user name token, X.509 token, or HTTP
basic authentication token to requests before forwarding
to service providers.
Process WS-addressing (WSA) headers in requests from
consumers and add WSA headers to requests before
forwarding to service providers.
Identify consumers based on IP address, host name, X.509
certificates, or other message-specific tokens.
Allow or deny requests from clients based on identified
consumer or identified user or group name in Integration
Server.
Allow or deny requests based on the presence of HTTP
basic authentication credentials in the request from
consumers.

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6 Setting up Security

For this product...

You can...

My webMethods
Server

Configure SSL/HTTPS, including keystores and


truststores.
Connect to LDAP, Active Directory (AD), and RDBMSbased user directories.

Optimize

Configure SSL/HTTPS, including keystores and


truststores.
Configure user access to Optimize data.

System Management
Hub

Configure SSL/HTTPS, including keystores and truststores


and public key infrastructure (PKI).
Configure listener ports to only accept client
communication via SSL secured.
Configure single sign-on using the Software AG
Integrated Authentication Framework (IAF).
Configure different user permissions for managed
products.

Trading Networks

Configure PKI and import X.509 client certificates.


Configure user access to document types, processing rules,
TPAs, transactions, and Trading Networks instances.
Configure partner certificates within partner profile
management

All

Change default passwords.


Update products with security fixes from webMethods.

Firewall Issues
Most enterprises shield their internal systems from direct Internet access through a
system of inner and outer firewalls. Between the firewalls, in what is called the
demilitarized zone (DMZ), they place servers that process requests from the Internet.
Depending on your firewall configuration and the security policies at your enterprise,
you can deploy the webMethods product suite in a number of configurations within or
behind the DMZ. For example, you might deploy Integration Server in the DMZ, and
then configure the inner firewall to permit traffic between Integration Server and the rest
of the webMethods product suite. You might deploy My webMethods Server behind the
inner firewall and use an Apache Web server in the DMZ.

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Both of these configurations require opening a hole in the inner firewall for inbound
Internet traffic. Most security administrators want to minimize the number of holes in the
inner firewall because they represent potential avenues of entry for attackers. You can
eliminate the need to open a hole in the inner firewall for Internet traffic by deploying
Integration Servers in a unique reverse HTTP gateway configuration.

Guides
Go to the Software AG Documentation Web site > webMethods Product Suite >
webMethods Product Suite 8.2 > Documentation by Task > Setting Up Security page for
the guides that discuss this topic.

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