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MDCMS - User Manual

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1. MDWorkflow Installation Instructions MDWorkflow These instructions provide the customer with the necessary information to install and configure the MDCMS Workflow Application Table of Contents 1 General Information 2 Installation of core IBMi Libraries sree eee Prerequisites The Installation Steps 3 Installation of Web Application 0 0 2 Prerequisites The Installation Steps 4 Configuration of Web Application 4 1 4 2 MAS 44 4 5 4 6 ior 4 8 Store Properties at Server Level Connect MDWorkflow to MDCMS Repository Setup User Authentication via IBMi User Profile Setup User Authentication via MDSEC User Profile Setup User Authentication via LDAP Customize Page Information Provide Own Corporate Identity Set Reference Title and Link for another Product 5 Configuration of email Client on the IBMi 1 General Information 00 CON DUB BWW W NNN N N N p MDWorkflow is a web application that runs on an application server The web application connects with a MDCMS database repository on an IBMi system where the data and business logic for the application resides Both the web application and MDCMS must be correctly installed before MDWorkflow can be used Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com version 7 0 MDWorkflow 2 Installation of core IBMi Libraries 2 1 Prerequisites e An IBMi AS 400 iSe
2. firstDayOtWeek contactLabel contactPhone contactLink empty empty GMT DD MM YYYY The Description of your environment This text will be shown at the upper left of the browser so that the user will know in which environment they are working The name of a location placed to the right of the time at the Upper right of the browser Example Zurich An offset to the current GMT time displayed at the upper right of the browser An offset to GMT may be set here Format is DHHMM where D gt direction with add time to GMT and subtract time HH gt number of hours difference MM gt number of minutes difference Example 0200 for Central European Time 0400 for Eastern Time The format that dates should be displayed Valid Date elements YYYY gt year MM gt month DD gt day Valid date separators or The first day of week shown in the calendar view and in the date picker Value may be Monday default or Sunday Example Sunday If you would like your users to contact you in case of questions or issues you can place the label text here which will be shown at the bottom left of the browser Example Contact Us A phone number that the users can call in case of questions or issues The number will be shown at the bottom left of the browser Example 1 800 800 8000 A link the user can click on mailto or http in case of questions or issues The link will be shown at the bottom left o
3. er If modifications are not permitted then you will need to open the WAR with extraction software such as 7 Zip or WINRAR and make the changes prior to deployment Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 2 8 MDWorkflow 4 Configuration of Web Application All configuration properties are stored in file mdWorkflowClient WEB INF conf faces config xml Each property in this file may be modified to fit your requirements If you upgrade to a new version of MDWorkflow it is best fo copy the individual modified property values from the old version of the conf faces config xml to the new version 4 1 Store Properties at Server Level If using Glassfish It is also possible to set just one property in the xml file and manage all other property values at the server level This allows for simple upgrading of the Workflow app Property Default Description Z gt Z SS o The prefix for the system properties set at the server level that override the property variables in file conf faces config xml Any property not found at the server level will be obtained from appPropPrefix i conf faces config xml Example Setting system property md env to a value of myPROD will cause MDWorkflow to use value myPROD instead of the value stored in the env property in file conf faces config xml 4 2 Connect MDWorkflow to MDCMS Repository MDCMS including l
4. f the browser Example http www midrangedynamics com contact ohp Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 6 8 ai MIDRANGE DYNAMICS wate IBM solul MDWorkflow 4 7 Provide Own Corporate Identity The banner fonts and colors can be customized to provide your own Corporate Identity for the MDWorkflow browser client Property _ _Default_ Description gt gt Z o gt S OO The name of the folder within the web application root co directory which contains the necessary elements corporateldentity Example myCompany MDWorkflow is delivered with 2 sets of corporate identity layouts The first is the default layout which is located in folder co md The second is a working example layout which is located in folder co example There are 4 mandatory components for a functional corporate identity layout 1 parent folder this folder must exist directly Under folder co The name of the folder must match the value for property corporateldentity 2 xhtml this folder must contain file main xhtml The file does not need additional information beyond what is shown in the example unless special image handling is required 3 css this folder contains the main css style sheet The example comes with 3 base color blue green red style sheets which can be renamed to main css The style sheet sets the
5. fonts and names the locations of the necessary images A images this folder contains image workflow for the banner logo bg_paper and bg_paper_shadow for background The image files can be replaced with your own banner logo and background images or your image files can remain named as they are and the css file can be edited to use your own images Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 7 8 MDWorkflow 4 8 Set Reference Title and Link for another Product If you are using another tool for tracking tasks incidents change requests etc you can reference the ID of those entities from MDWorkflow Tasks and if the other product supports variable hyperlinking direct links to those entities Property _Default_ Description _ gt Z oS O The Title of the Task field containing external reference information iref Ref Example Incident Number The URL link syntax to the reference entity in another product retine ERER Example http otherproduct context com incidents iref i iref will be replaced with the value of the reference field in the task screen and the link will be followed when the user left clicks on the reference field from a Task or Subtask page 5 Configuration of email Client on the IBMi MDCMS has the ability fo send mails using SMTP The SMTP client exists as a small Java application residing w
6. ibrary MDREP instance must be installed on at least 1 IBMi partition to use MDWorkflow DDM is used to connect from that partition to all other IBMi partitions or systems in the corporate infrastructure Property Default __ Description gt Z gt o None Host address of the IBMi repository to connect to host Mandatory Example my system com empty MDCMS instance on the IBMi standard hostEnv instance Example DEMO to use MDCMSDEMO instance without suffix Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 3 8 MDWorkflow 4 3 Setup User Authentication via IBMi User Profile This is the default authentication Each MDWorkflow user must have a valid User Profile and Password on the partition that MDWorkflow connects to The user is presented with a Login screen when a new MDWorkflow session is started The user must also be registered in MDSEC with at least general authorization to MDCMS Property 4 4 Setup User Authentication via MDSEC User Profile This authentication setting allows users and passwords to be defined directly in MDSEC so that an IBMi profile is not necessary for each user This can be relevant for Management or certain Business Users who do not require any other access to the IBMi partition If the entered user id exists as an IBMi user profile MDWorkflow will automatically use that profile for the authentication in
7. ithin the MDCMS JAVA instance IFS folder in each partition where MDCMS is installed The settings for each partition that should send mails are configured within the Email Settings in the MDWorkflow Application The command MDSTRMAIL runs the java application It is recommended to build this command into a scheduled job or the IPL Startup program MDMAIL instance is optionally submitted to be the SMTP control console job A 2 4 job containing the java thread is called MDMAIL The command MDENDMAIL cleanly ends the java job and the control process with 1 minute of invoking the command The API MDMAIL can be used to send a simple mail The API MDMAILF can be used to send a mail using a file as the body with HTML or text formatting When clicking an envelope within a Project Task or Subtask within MDWorkflow MDWorkflow sends a mail using the MDMAIL job on the partition that MDWorkflow is connected to Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 8 8
8. k ID to Common Name true false Idapconverttocn Example true The prefix name of the IdapDomainController IdapDomainController Important only prefix without the com or ch etc Example midrangedynamics the domains and organizational units within the forest for identifying the principle Idapprinciple Example CN s_ReadADtTree OU ServiceAccounts OU Production DC company DC com a custom NetworkUserProvider java class can be used to retrieve the PE EET TO E E S lass NetworkUserld and NetworkUserName Example com company base MyNetworkUserProvider external the technical user id used by MDWorkflow to authenticate the provided Network User ID in MDSEC If the provided user id does not exist as a profile on the partition the technical user id will also be used to carry out the MDWorkflow processes The technical user id SE does not require special rights it merely needs to be enabled with a valid password Example MDWFUSER the password of the technical user id in base 4 encryption format a java encryption tool EncryptPassword jar is provided with systemPw MDWorkflow in folder tools Example nlgJ8U1bSKDg EqIww Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 5 8 4 6 Customize Page Information MDWorkflow Property Default Description gt Z o gt O S o environment locationForTS gmtOffsetForTS dateFormat
9. ries system with IBMi OS version V5R3MO0O or higher e Avalid MDCMS License e Avalid MDWorkflow License 2 2 The Installation Steps Use the MDINSSAVF command see the MDCMS Installation Instructions for full details and include the MD IDE Repository in the installation The MD IDE Repository is only necessary for the partition that the Web Application will connect to unless MDOpen Is also in use However the version of MDCMS on the other partitions should be the same as the repository partition 3 Installation of Web Application 0 1 Prerequisites e Java JDK 6 or newer some servers will function with JRE 5 or JDK 5 e Application Server The web application has been tested on the following Application Servers Minimum Version Tested Apache Tomcat aT hitp fomcat apache org Glassfish hitp glasstish java net http www jboss org jbossas 0 2 The Installation Steps The MDWorkflow web application consists of one packaged WAR file that is downloaded from the Customer Area inside of a ZIP file Extract the WAR file from the ZIP file Depending on the Application Server you can use a browser based management console to deploy the WAR file or you can copy the WAR file to a folder within the Application Server and the Server will deploy it automatically If your server permits you to modify the files in a Web App after deployment then you can make the configuration changes after deployment and then restart the Serv
10. stead of MDSEC Property the technical user id used by MDWorkflow to authenticate the provided User ID in MDSEC and to carry out the MDWorkflow processes if the provided user id profile does not exist as a user systemUser profile The technical user id does not require special rights it merely needs to be enabled with a valid password Example MDWFUSER the password of the technical user id in base 4 encryption format a java encryption tool EncryptPassword jar is provided with systemPw MDWorkflow in folder tools Example nlgJ8U 1bSKDg EqihWw Midrange Dynamics GmbH Zugerbergstrasse 4 CH 6301 Zug Tel 41 41 710 27 77 Fax 41 41 710 95 87 www midrangedynamics com 4 8 MDWorkflow 4 5 Setup User Authentication via LDAP Each MDWorkflow user must be registered in MDSEC with at least general authorization fo MDCMS In order to link the network user id to the internal user profile the value case sensitive of each network user id must be entered in MDSEC This value is placed in field External User ID and may be up to 20 characters in length address of LDAP server Idapserver Example Ildap subdomain company com 389 password for LDAP server for user lookup in base 4 encryption format Idappassword Example nlgJ8U 1bSKDg EqIWw the directory partition and suffix filters for the distinguished name of a Idapsearchbase container object Example OU Production DC company DC com Convert Networ

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