Case Management Framework Accelerator Installation Quick Start

Case Management Framework Template

Installation Quick Start
Authors: Jeremy Smith
Version 1.0
December 2016

Table of Content
Table of Content ......................................................................................................................... 1
Introduction .................................................................................................................................. 1
Pre-requisites ................................................................................................................................ 2
Installation and Configuration ................................................................................................... 2
Case Manager App ................................................................................................................ 2
Analytics Configuration ........................................................................................................... 4

Introduction

The Case Management Framework is a sample application to allow customers to

quickly create and experiment with Case Management Applications. The framework
utilizes a combination of Studio Models (processes and case definitions) alongside a
low code, template based AppDev User Interface.

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 Case Management Framework Accelerator Installation Quick Start

Pre-requisites

Case Management Framework Accelerator requires the following pre-requisites:

1) ActiveMatrix BPM 4.1 with ActiveMatrix HF 14 and BPM HF1 should be fully installed
and configured (refer to docs.tibco.com for installation instructions and
edelivery.tibco.com for software)
a. Hotfixes available from support.tibco.com
2) Tibco Business Studio 4.1.0 BPM Edition should be installed
3) ActiveMatrix BPM should be configured with a CMIS connection if you wish to use the
document management components
4) Tibco Spotfire 7.7 should be installed if you wish to use Analytics Vizualizations
a. You should configure Spotfire to allow anonymous/guest access as per
https://community.tibco.com/wiki/configuring-anonymous-access-analysis-files-
spotfire-75
b. Spotfire Javascript API must be enabled
5) Analytics templates assume use of SQL server as the BPM database
6) The product CaseManagementApp must be deployed since CaseManagement
accelerator uses tibco-components.min.js from this sample application
a. TIB_amx-bpm_4.1.0_CaseManagementApp.zip available from
edelivery.tibco.com

Installation and Configuration

Case Manager App

1) Download the product sample CaseManagementApp from edelivery.tibco.com

a. TIB_amx-bpm_4.1.0_CaseManagementApp.zip
2) Upload the CaseManagementAppusing the appdev console
a. Unzip TIB_amx-bpm_4.1.0_CaseManagementApp.zip
b. Locate file CaseManagementApp.app.zip then upload using:
c. http://localhost:8080/apps
3) Unzip the starter-kit package
a. CaseManager_CommunityEdition_StarterKit_1-0.zip
4) Upload the CaseManager.app.zip using the appdev console
a. http://localhost:8080/apps
b. Located in /CaseManager_CommunityEdition_StarterKit_1-0/AppDev/
CaseManager.app.zip
5) Open Tibco Business Studio BPM Edition and create a new workspace
a. Import the Service Request example to your workspace (File/Import Existing
Business Studio Projects)
b. Located in /CaseManager_CommunityEdition_StarterKit_1-0/
BStudio_ServiceRequest/ServiceRequest.zip

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 Case Management Framework Accelerator Installation Quick Start

c. Connect to your BPM server using the Deployment pane and deploy (drag/drop)
the following BPM projects in order:
i. CaseManager_Roles_ORG
ii. ServiceRequest_Data
iii. ServiceRequest_CaseView
6) Configure the CaseManagementApp using appdev console:
a. http://localhost:8080/apps
b. Double click Case Manager application
c. Double click CaseManager.config.json
d. Change line 28 to point to the right port number for your Spotfire Server
i. "spotfireServer": "http://localhost:28080/spotfire/wp",
e. Click applications to return to the top level appdev console screen

i. Click Edit Applications button (pencil/paper icon on top right)

ii. Select the Case Manager App by ticking the box in top left corner of the
card then click the publish button
iii. You will need to wait a few minutes for the application to publish be
patient it might take some time

You should now be able to access the CaseManager Application using

http://localhost:8080/apps/CaseManager/index.html (assumes BPM on default port 8080)

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 Case Management Framework Accelerator Installation Quick Start

Analytics Configuration

If you wish to use analytics you also need to import the analytics visualizations to spotfire:

1) Copy the file CaseManager_GenericLibrary_SPOT.SQLSERVER.part0.zip to your

Spotfire Server Library directory (such as C:\tibco\tss\7.7.0\tomcat\application-
data\library)
2) From Spotfire client, import the library,
a. Click on "Tools->Library Administration" menu
b. Click on "import" then "Browse" and select the file above and click "OK" and
close the Library Administration popup.
3) Configure your Data source
a. Click on "Tools->Information Designer". You should now see a folder called
"CaseManager" under the Elements tab.
b. Click on "Data Sources" tab. You should see an item called "AMXBPM Data
Source". Right click on it and select "Edit"
4) Configure to match your SQL-SERVER Database (Connection URL, user and
password). Drill down into the tables to check access to the bpm database, for example
try to locate the ec_case_status table.
5) Test the sample template click on "File->Open from->Library" and select the
"/CaseManager/CaseManager_Analytics_V1.0" and try to open it in Spotfire

Important: Make sure you test opening the file from the Spotfire Web Player without logging in
via the browser. The sample inside Case Manager REQUIRES guest access.

If you see a blank screen when clicking analytics in Case Manager it is likely guest access for
Spotfire is not properly configured.

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