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Tutorial: Building a Worklist Application

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Step 1: Setting Up the Environment

In this step, you will set up the Worklist design-time environment for building the loan processing approval task plan and a new Worklist application.To set up the environment, you will create a new domain, users, and groups for the Acme Financial System.

To complete the tasks in this step, go through the following sections:

 

Before You Begin

Before you begin this tutorial, ensure that you have WebLogic Platform version 9.2 with WebLogic Integration 9.2 installed on your system and define a workspace. Perform the following to start the BEA Workshop for WebLogic Platform™ IDE (Integrated Development Environment).

  1. From the Start menu, click All ProgramsArrow symbolBEA ProductsArrow symbolWorkshop for WebLogic Platform to start the BEA Workshop for WebLogic Platform IDE. This will display the Workspace Launcher dialog box.
  2. For the purpose of this tutorial, create a workspace called worklist in the BEA_HOME\user_projects\w4WP_workspaces\ directory. Where BEA_HOME is the location where you installed WebLogic Platform 9.2 (see Figure 2-1).
    3. Figure 2-1 Setting the Workspace


    Setting the Workspace

 

Create a Worklist Domain

The Worklist domain is created using the Configuration Wizard. To create the Worklist domain:

  1. From the Start menu, click All ProgramsArrow symbolBEA ProductsArrow symbolToolsArrow symbolConfiguration Wizard to start the BEA WebLogic Configuration Wizard.This displays the Welcome page in the BEA WebLogic Configuration Wizard dialog box (see Figure 2-2).
    2. Figure 2-2 Configuration Wizard Welcome Page

    Configuration Wizard Welcome Page

  2. Select Create a new WebLogic domain and click Next. This displays the Select Domain Source page in the Configuration Wizard dialog box.

    3. As you proceed through the Configuration Wizard, several pages will appear in a sequence. You need to specify your settings on each page and click Next to proceed to the subsequent page.Table 2-1 lists the pages and the options that you need to select to create the domain successfully.

    Table 2-1
    Page in the Configuration Wizard Dialog Box
    Recommendation Action
    Select a Domain Source
    Select Generate a domain configured automatically to support the following BEA Products option for the following BEA Products:
    • WebLogic Server (Required)
    • Workshop for WebLogic Platform
    • WebLogic Integration
    Click Next to proceed.
    Configure Administrator Username and Password
    Specify the following mandatory credentials:
    User name = weblogic
    User password = weblogic
    Confirm user password = weblogic
    Click Next to proceed.
    Configure Server Start Node and JDK
    Select Development Mode in the WebLogic Domain Startup Mode column.
    Select Sun SDK 1.5.0_04 @ C:\bea\jdk150_04 in the BEA Supplied JDKs column.
    Click Next to proceed.
    Customize Environment and Service Settings
    Click No, to retain the settings defined in the domain source and proceed directly to creating your domain.
    Click Next to proceed.
    Configuring the Domain Using the Configuration Wizard
  3. On the Create WebLogic Domain page, specify the following values for each field and click Create (see Figure 2-3):
  1. Select the Start Admin Server check box and click Done to proceed.

 

Set Up the Workshop for WebLogic Platform Design-Time Environment

After you create the myworklist domain, you can set up the design-time environment for the loan processing task plan by performing the following steps:

  1. Click FileArrow symbolNewArrow symbolServer. The New Server dialog box appears (see Figure 2-5).
    2. Figure 2-5 New Server Dialog Box


    New Server Dialog Box

  2. In the New Server dialog box, accept the default settings and click Next.
  3. Browse and select the myworklist domain, which you created using the Configuration Wizard. It is located at C:\bea\user_projects\domains\myworklist (see Figure 2-6).
    4. Figure 2-6 Specify the domain name for the New Server


    Specify the domain name for the New Server

  4. Click Finish.

This completes the creation of a new server on which, the Worklist application will be deployed.

 

Create a New Worklist Application

A Worklist application consists of an EAR and a Web project, which contain all the files and directories that relate to a executable and self-contained Worklist application on the server.

The EAR project corresponds to the Enterprise Application. It hosts the Worklist system instance and the loan processing task plan for Acme Financial System. You will build and deploy this project to create the task scenario described in the overview of this tutorial.

The Web project, an instance of the Worklist user portal that acts as the user interface for the Worklist system (hosted by the EAR project). The Web project is a part of the EAR project.

To create a new Worklist application:

  1. In BEA Workshop for WebLogic Platform, click FileArrow symbolNewArrow symbolProject.

    2. The New Project dialog box appears.

  2. Select the WebLogic IntegrationArrow symbolWorklist Application in the New Project dialog box (see Figure 2-7).
    3. Figure 2-7 New Project Dialog Box
  3. Click Next. The New Worklist Application dialog box appears.
  4. Select the Process Host option from the Choose Worklist Application Type section, this will allow to use Worklist and Business Process Management together in the same application.
  5. Specify the EAR Project Name as Loan_EAR in the EAR Project Name box.
  6. Specify the Web Project Name as Loan_Web in the Web Project Name box.
  7. Select the Create Utility Project check box and specify the Utility Project Name as LoanUtil. This project will contain all the WebLogic Integration schemas.
  8. Select the Add WebLogic Integration System and Control schemas in utility project check box (see Figure 2-8).
    9. Figure 2-8 New Worklist Application Dialog Box


    New Worklist Application Dialog Box

  9. Click Finish and the Open Associated Perspective? dialog box is displayed.
  10. In the displayed Open Associated Perspective? dialog box, select the Remember my decision check box and click Yes. In doing so, you associate the project with the Task Plan perspective (see Figure 2-9).
    11. Figure 2-9 Open Associated Perspective? Confirmation Box


    Open Associated Perspective? Confirmation Box

    You can see the Task Plan icon Open Associated Perspective? Confirmation Box on the top right corner of the BEA Workshop for WebLogic Platform window.

 

Configure Users and Groups for Loan Processing

For Acme Financial System, the users and groups listed in Table 2-2 need to be created. To do this, you need to start the server created in the previous section if it is not started already. Perform the following to start the server afresh.

  1. Select the server in the Servers pane (see Figure 2-10).
    2. Figure 2-10 Starting the Server


    Starting the Server

  2. Right click and select the Start option.

    3. Table 2-2 Users and Groups for Loan Processing
    Users
    Groups
    John
    loanOfficer
    Joe
    loanOfficer
    Mary
    loanManager
    Mark
    loanManager

Create Groups for the Loan Processing Task

Perform the following steps to create Group.

  1. Open the Worklist Console using RunArrow symbolWeblogic IntegrationArrow symbolWorklist Console menu in the BEA Workshop for WebLogic Platform or alternatively open a Web browser, such as Internet Explorer, and enter the Worklist console URL:
    2. http://host:port/worklistconsole
  2. Use the following credentials to log in to the WebLogic Integration Worklist console with administrator rights:
    • User name: weblogic
    • Password: weblogic
  3. Click Worklist Users from the left panel.
  4. Click Groups from the Worklist Users section in the left panel.
  5. Click Add Group to open the Add New Group page (see Figure 2-11).
  6. Specify the following details for the new group:
    • Group name: loanOfficer
    • Authentication Provider: SQLAuthenticator
      • Figure 2-11 Add New Group Page


      Add New Group Page

  7. Click Save.
  8. Click Add Group to create another group.
  9. Specify the following details for the new group:
    • Group name: loanManager
    • Authentication Provider: SQLAuthenticator
  10. Click Save.

After you create the groups, you need to create the users and assign the users to these groups.

Create Users and Assign to Groups

  1. Click Worklist Users from the left panel.
  2. Click Add User. This opens the Add New User - General Configuration page.
  3. Specify the following details:
    • Name: John
    • Provider: SQLAuthenticator
    • Password: password
Note: The password must be of at least 8 characters.
  1. Move loanOfficer from the list of Available Groups to the list of Current Groups (see Figure 2-12).
    2. Figure 2-12 Add New User- General Configuration


    Add New User- General Configuration

  2. Click Save.
  3. This displays the Summary of Users page, which lists John as a user.
  4. Repeat step 2 to step 5 for Joe.
  5. For users Mary and Mark, select the loanManager group after repeating step 2 and step 3.
    6. Note: While you can change the password for these users, retain the same password for this tutorial.
  6. Click Save.

Figure 2-13 shows the summary of users and groups required for the loan processing task plan.

Figure 2-13 Summary of Users

Summary of Users


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