for ActiveMatrix BPM - TIBCO Software...The TIBCO JasperReports for ActiveMatrix BPM software...

Using TIBCO JasperReports® for ActiveMatrix®

BPMSoftware Release 3.1November 2014

Two-Second Advantage®

Important Information

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2

Using TIBCO JasperReports® for ActiveMatrix® BPM

Contents

TIBCO Documentation and Support Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

IMPORTANT: Restricted Use Case Licensing for Bundled TIBCO JasperReports for ActiveMatrix BPM . . . 5

Using TIBCO JasperReports for ActiveMatrix BPM to Visualize TIBCO ActiveMatrix BPM Data . . . . . . . . . . . 6

Example Files Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Setting up the Example Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Software Requirements to Use the Example Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Deploying and Setting up the Example BPM Claims Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Deploying the Claims Application DAAs to the BPM Runtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Mapping Users from the EasyAs LDAP Source to the Claims Organization Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Generating Sample Data for the BPM Claims Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Importing Jaspersoft Resources Used by the Example Dashboards to JasperReports Server . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Configuring the Example JDBC Datasources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Adding the Example Dashboard Gadgets to Openspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Changing the Default URL Used by the Openspace Gadget Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

The Process Monitor Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Drilling Down and Raising the Priority of a Work Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

The Claim Breakdown Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Drilling Down to Find the Current Status of a Particular Claim . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Process Monitor and Claim Breakdown Dashboard Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Openspace Gadget Dashboard Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Standalone Dashboard Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Calling ActiveMatrix BPM Web Services From the Example HTML Dashboards . . . . . . . . . . . . . . . . . . . . . . . . 33

Authenticating Calls to BPM Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Filtering the Data Shown in a Report Based on the Logged in User's Team Membership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Raising the Priority of a Work Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Displaying Process Status (Statistical Data) for a Particular Claim (Case Data) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Viewing and Modifying Reports Used by Process Monitor and Claim Breakdown Dashboards . . . . . . . . . . 43

Process Monitor Dashboard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Claim Breakdown Dashboard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

The Process Performance Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Viewing the Process Performance Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Process Performance Dashboard Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Creating Jaspersoft Domains from BPM Case Data Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

How ActiveMatrix BPM Maps A Case Data Model to Case Data Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

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TIBCO Documentation and Support Services

All TIBCO documentation is available on the TIBCO Documentation site, which can be found here:

https://docs.tibco.com

Product-Specific Documentation

Documentation for TIBCO products is not bundled with the software. Instead, it is available on theTIBCO Documentation site. To directly access documentation for this product, double-click thefollowing file:

TIBCO_HOME/release_notes/TIB_amx-bpm_version_docinfo.html

How to Contact TIBCO Support

For comments or problems with this manual or the software it addresses, contact TIBCO Support asfollows:

● For an overview of TIBCO Support, and information about getting started with TIBCO Support,visit this site:

http://www.tibco.com/services/support

● If you already have a valid maintenance or support contract, visit this site:

https://support.tibco.com

Entry to this site requires a user name and password. If you do not have a user name, you canrequest one.

How to Join TIBCOmmunity

TIBCOmmunity is an online destination for TIBCO customers, partners, and resident experts. It is aplace to share and access the collective experience of the TIBCO community. TIBCOmmunity offersforums, blogs, and access to a variety of resources. To register, go to:

http://www.tibcommunity.com

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https://docs.tibco.com

http://www.tibco.com/services/support

https://support.tibco.com

http://www.tibcommunity.com

IMPORTANT: Restricted Use Case Licensing for BundledTIBCO JasperReports for ActiveMatrix BPM

The TIBCO JasperReports® for ActiveMatrix® BPM software included in the bill-of-materials for TIBCOActiveMatrix BPM must only be used in conjunction with TIBCO ActiveMatrix BPM. This means thatthe licensed use cases are restricted.

The following are the only licensed use cases:

● TIBCO JasperReports for ActiveMatrix BPM can be used to analyze usage and performance datathat was generated by TIBCO ActiveMatrix BPM whether that data resides within a TIBCOActiveMatrix BPM database or an external database.

● TIBCO JasperReports for ActiveMatrix BPM can also be used to analyze business data that isassociated with a customer application built using TIBCO ActiveMatrix BPM whether that dataresides within a TIBCO ActiveMatrix BPM database or an external database.

Example Use Case 1

The TIBCO JasperReports for ActiveMatrix BPM software bundled with TIBCO ActiveMatrix BPM canbe used to analyze TIBCO ActiveMatrix BPM's operational metadata such as workloads, high priorityvs. low priority tasks, or whether Service Level Agreements (SLAs) are being met.

Example Use Case 2

TIBCO ActiveMatrix BPM is being used to build a customer application for insurance claims. As part ofthis application:

● TIBCO ActiveMatrix BPM is creating, reading, updating and deleting claim data in a Claimdatabase. This data can be analyzed using TIBCO JasperReports for ActiveMatrix BPM.

● TIBCO ActiveMatrix BPM is reading Policy data from a Policy database:

— The data read in and used as part of the Claims application can be analyzed by TIBCOJasperReports for ActiveMatrix BPM.

— The rest of the data in the Policy database cannot be analyzed by TIBCO JasperReports forActiveMatrix BPM.

Example Use Case 3

TIBCO ActiveMatrix BPM is being used to build a customer application to manage Telco orders. Aspart of this application:

● TIBCO ActiveMatrix BPM is creating, reading, updating and deleting claim data in an Orderdatabase. This data can be analyzed using TIBCO JasperReports for ActiveMatrix BPM.

● TIBCO ActiveMatrix BPM is being used to read product data from a product catalog database:

— The product catalog data read in and used as part of the Order Management application can beanalyzed by TIBCO JasperReports for ActiveMatrix BPM.

— The rest of the data in the product catalog database cannot be analyzed by TIBCO JasperReportsfor ActiveMatrix BPM.

— In order to provide context to the TIBCO JasperReports for ActiveMatrix BPM dashboard, someadditional product data may be required, such as product codes that were inserted in thedatabase by TIBCO ActiveMatrix BusinessWorks (not TIBCO ActiveMatrix BPM) as part of thissame TIBCO-based telco order application. Since this data forms part of the application, it canbe included in the dataset analyzed by TIBCO JasperReports for ActiveMatrix BPM.

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Using TIBCO JasperReports for ActiveMatrix BPM toVisualize TIBCO ActiveMatrix BPM Data

TIBCO ActiveMatrix BPM provides three example dashboards that demonstrate different techniquesthat you can use with TIBCO JasperReports for ActiveMatrix BPM to visualize and manipulateActiveMatrix BPM data.

Example Dashboards and ActiveMatrix BPM Data

The example dashboards demonstrate how you can access the following types of ActiveMatrix BPMdata:

● BPM statistical data: data about processes, work items and user activity, from the central eventdatabase tables in the ActiveMatrix BPM database.

● case data: data about a particular case data model, or a set of case data models, from theActiveMatrix BPM case data store.

The Process Monitor and Process performance dashboards demonstrate how you can access BPMstatistical data.

The Claim Breakdown dashboard provides an example of how you can access case data.

The standalone version of the Claim Breakdown dashboard accesses just case data. The Openspacegadget version accesses both case data and BPM statistical data.

HTML Dashboards - the Process Monitor and Claim Breakdown Dashboards

The Process Monitor dashboard and Claim Breakdown dashboard are HTML/JS applications that:

● use the Visualize.js JavaScript API framework to embed JasperReports Server reports in dashboardHTML pages.

● can be used either from Openspace (deployed as Openspace gadgets), directly from a browser URL(deployed as standalone web applications) or from an HTTP server.

● use reports, developed in TIBCO Jaspersoft® Studio for ActiveMatrix® BPM, that use direct SQLqueries to extract data from the ActiveMatrix BPM database.

The Openspace gadget versions of the Process Monitor and Claim Breakdown dashboards alsodemonstrate how you can use ActiveMatrix BPM web services in conjunction with JasperReportsServer reports.

JasperReports Server Dashboards - the Process Performance Dashboard

JasperReports Server domains and Ad Hoc reports offer an elegant and powerful reporting tool thatallows users to quickly create reports using business terms and language, hiding the complexity of theunderlying data relationships.

See the TIBCO JasperReports for ActiveMatrix BPM documentation for more information aboutdomains, Ad Hoc reports and dashboards, what you can do with them and how you can create ormodify them.

The Process Performance dashboard is a JasperReports Server dashboard that:

● demonstrates the use of JasperReports Server domains and Ad Hoc reports, in this case to accessBPM statistical data.

● can be used from JasperReports Server (either directly, or embedded in a web page).● uses Ad Hoc Views/Reports, that use the AMX-BPM Statistics Domain to extract data from the

ActiveMatrix BPM database.

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JasperReports Server Domains

The AMX-BPM Statistics Domain provides a business view of the data available in the following centralevent database tables in the ActiveMatrix BPM database.

See TIBCO ActiveMatrix BPM Event Collector Schema Reference for more detailed information about thesetables.

Table Stores...

ec_pe_activity information about activities that have been registered by Event Collector.

ec_pe_status information about the current status of process instances.

ec_proc_template information about process templates.

ec_stats hourly measures about the usage of process templates.

ec_user_activity information about user activity.

ec_wi_status information about the current status of work items.

A JasperReports Server Claims domain is also provided as an example of how you can create a domainfrom an ActiveMatrix BPM case data model. No dashboard is provided for this domain.

Dashboard Artifacts

For each of the example dashboards, ActiveMatrix BPM provides:

● runtime artifacts, for the BPM runtime and JasperReports Server, which you can quickly deploy sothat you can see the dashboards in action.

● design time artifacts, for TIBCO Business Studio, Jaspersoft Studio and JasperReports Server, so thatyou can examine the dashboards and reports to see how they work, or use them as the basis foryour own dashboard development.

An example BPM Claims application provides a business object model, organization model andprocesses that you can use to generate sample data for use with the example dashboards and reports.

See Example Files Reference for a complete list of the provided artifacts.

Example Files ReferenceAll the example files used to build and run the example dashboards are supplied as part of the TIBCOActiveMatrix BPM installation.

In the following table:

● All paths are relative to the root location of the installed example files, which is:

TIBCO_HOME\bpm\n.n\samples\jaspersoft

where:

● TIBCO_HOME is the full pathname of the directory where the ActiveMatrix BPM software isinstalled.

● n.n is the version number of the ActiveMatrix BPM software - for example, 3.1.● dbType is the identifier for the type of database that this file is for, either mssql (SQL Server), oracle

(oracle), db2 (DB2) or postgres (PostgreSQL).

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Path File Description

\Installation Artifacts

\DAAs\Claims● com.example.companyorg

anizationmodel.daa

● com.example.claimmodel

.daa

● com.example.claimodelp

rocess.daa

DAAs of the organization model,business object model andprocess projects used by theexample Claims application. See Deploying and Setting up theExample BPM ClaimApplication.

\Installation Artifacts OpenspaceLDAPImport.txt XML data file that can beimported to the OrganizationBrowser to create an EasyAsLDAP Container and set up theresource mappings needed bythe example dashboards. See Mapping Users from the EasyAsLDAP Source to the ClaimsOrganization Model.

\Installation Artifacts

\Jaspersoft Import

jaspersoft-import-

dbType.zip

JasperReports Server resourcesneeded by the exampledashboards. See ImportingJaspersoft Resources Used by theExample Dashboards toJasperReports Server.

\AMXBPM Statistics\Domain schema_dbType.xml JasperReports Server domaindesign file for the AMX-BPMStatistics domain.

See the TIBCO JasperReportsServer for ActiveMatrix BPMdocumentation for moreinformation about domaindesign files.

\AMXBPM Statistics

\Reports

statsreportarchive_dbType

.zip

Jaspersoft Studio projectcontaining the reports used bythe Process Monitor dashboard.See Viewing and ModifyingReports Used by ProcessMonitor and Claim BreakdownDashboards.

\Claims Model Demo\Domain schema_dbType.xml JasperReports Server domaindesign file for the Claim domain.

See the TIBCO JasperReportsServer for ActiveMatrix BPMdocumentation for moreinformation about domaindesign files.

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Path File Description

\Claims Model Demo

\Reports

claimreportsarchive_dbTyp

e.zip

Jaspersoft Studio projectcontaining the reports used bythe Claim Breakdowndashboard. See Viewing andModifying Reports Used byProcess Monitor and ClaimBreakdown Dashboards.

\Claims Model Demo\Studio

Projects

claimmodelstudio.zip TIBCO Business Studio projectused to generate the Claimdemonstration.

\Misc\LDAP Configuration applicationContext-

externalAuth-LDAP.xml

The XML used to configure theLDAP connection with theEasyAs LDAP containerprovided with Active MatrixBPM.

\Misc\Openspace Gadget

Project

JasperShowCase.zip TIBCO Business Studio projectused to create the ProcessMonitor and Claim Breakdowndashboards.

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Setting up the Example Dashboards

ActiveMatrix BPM provides a number of different example dashboards that illustrate different ways ofusing Jaspersoft domains and reports to visualize ActiveMatrix BPM statistical and/or case data.

A number of steps are required to set up Jaspersoft Server and ActiveMatrix BPM to be able to usethese dashboards.

Software Requirements to Use the Example Dashboards

Software Version Notes

TIBCOActiveMatrix BPM

3.1 orlater

TIBCOJasperReports®Server forActiveMatrix® BPM

5.6.1 The JasperReports Server must have an appropriate JDBCdriver installed for the database used to host the ActiveMatrixBPM database and the Business Data Services (BDS) case datastore.

Openspace's default configuration assumes that theJasperReports Server is hosted locally and using port8081. If this is not the case, you will need to updatethe gadget configuration to point to the JasperReportsserver to be able to use the example Openspacedashboard gadgets.

TIBCO BusinessStudio - BPMEdition

3.9 orlater

(Optional) Only required if you want to examine or modifyeither:

● the example BPM Claims application that provides the dataused in the example dashboards.

● the GWT web application project that is used to create theProcess Monitor and Claim Breakdown dashboards.

To be able to open a GWT web application projectyou must select the Openspace GadgetDevelopment installation profile when installingTIBCO Business Studio. The Openspace GadgetDevelopment installation profile is available whenyou select Customize Installation duringinstallation.

TIBCO Jaspersoft®Studio forActiveMatrix® BPM

5.6.1 (Optional) Only required if you want to examine or modify theJaspersoft reports used in the Process Monitor or ClaimsBreakdown dashboards.

Internet Explorer Security Settings

If you are using Microsoft Internet Explorer to view the example dashboards, the following InternetExplorer security settings must be enabled:

● Miscellaneous > Allow META REFRESH● Scripting > ActiveScripting

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See the Internet Explorer documentation for more information about how to enable these settings. (Forexample, select Tools > Internet Options > Custom level).

If these security settings are disabled the Process Monitor and Claim Breakdown dashboards will notload.

Deploying and Setting up the Example BPM Claims ApplicationThe example BPM Claims application provides a business object model, organization model andprocesses that you can use to generate sample data for use with the example dashboards and Jaspersoftreports.

The TIBCO Business Studio projects for these artifacts are provided in the TIBCO_HOME\bpm\n.n\samples\Jaspersoft\Claims Model Demo\Studio Projects\claimmodelstudio.zip file, where:● TIBCO_HOME is the full path of the directory in which ActiveMatrix BPM is installed.

● n.n is the ActiveMatrix BPM version number.

You may want to look at these TIBCO Business Studio projects to understand the example application,but you do not need them to be able to deploy and set it up.

Deploying the Claims Application DAAs to the BPM RuntimeDAAs of the business object model, organization model and process projects used by the Claimsapplication are provided in the TIBCO_HOME\bpm\n.n\samples\Jaspersoft\InstallationArtifacts\DAAs\Claims folder. You can deploy these DAAs directly to the BPM runtime.

Procedure

1. Log in to TIBCO Administrator.

2. From the Applications tab, use the New Application wizard to create and deploy new applicationsfrom the following DAAs, in the order shown:a) com.example.companyorganizationmodel.daa

b) com.example.claimmodel.daa

c) com.example.claimmodelprocess.daa

See also "Creating an Application" in TIBCO ActiveMatrix BPM SOA Administration.

Result

The com.example.companyorganizationmodel, com.example.claimmodel-2 andcom.example.claimmodelprocess applications should all be Running and In Sync.

Mapping Users from the EasyAs LDAP Source to the Claims Organization ModelThe example Claims application uses resources from the EasyAs LDAP source (the sample LDAPserver that is supplied with the BPM runtime). Before you can generate sample data, you need to mapspecific resources from this LDAP server to the runtime organization model.

The organization model provides a simplistic model of EasyAs Insurance's claims processingorganization, comprising a front desk team and a back desk team, each with a manager.The following resources from the EasyAs LDAP Container must be mapped to the specifiedorganization model groups.

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Group Resources

Team Managers Leon Court, Richard Cresswell

FrontDeskGroup Richard Cresswell, John Eustace, LiamLawrence, Tony Pulis

BackDeskGroup Leon Court, Clint Hill, Jon Parkin, SteveSimonsen

Additionally, the two team managers must have the following values assigned to the TeamNameresource attribute. This value is used within the Process Monitor dashboard to determine which teamthe manager is responsible for, and then to tailor the displayed data accordingly.

Resource Value of TeamName resource attribute

Leon Court BackDeskGroup

Richard Cresswell FrontDeskGroup

Prerequisites

An XML data file is provided that you can import to create the EasyAs LDAP Container and set up therequired mappings. If the EasyAs LDAP Container already exists, you cannot use this XML file.Instead, you will need to manually map the resources and edit the resource attributes as shown above.In this case, see the Organization Browser User's Guide for more information.

Procedure

1. Log in to TIBCO Openspace as tibco-admin.

2. Open the Organization Browser, then select LDAP Container.

3. Click Have a LDAP you wish to import?The Export Resources and Container Definitions dialog is displayed.

4. Copy the contents of the TIBCO_HOME\bpm\n.n\samples\Jaspersoft\Installation Artifacts\OpenspaceLDAPImport.txt file into the dialog, then click Import.

Result

The EasyAs LDAP Container and the required mappings are created.

Generating Sample Data for the BPM Claims ApplicationYou can now run the CreateClaimsAutomatic business service to generate a number of claims with aselection of randomized data.

The CreateClaimsManual business service allows a user to enter full details of a new claim (claimants,notifiers, witness details, vehicle details and so on), along with a simulated claim state (for example,authorization, notification or settlement).

The service invokes the ClaimsProcess business process which simulates an actual claims processingprocess. The process creates an instance of a Claim object in the case data store, using the data passeddown from the business service. It then either, according to the simulated claim state, generates adummy user activity, or terminates.

The CreateClaimsAutomatic business service allows you to quickly generate simulated data formultiple invocations of the CreateClaimsManual business service, without having to manually run

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that process, enter data and process subsequent work items. The CreateClaimsAutomatic businessservice invokes a GenerateClaimdata business process, which generates randomized data for a claimand claim state, for a specified number of open and closed process instances, which it passes to theClaimsProcess business process.

Procedure

1. Log in to TIBCO Openspace as the Front Desk Group team leader, Richard Cresswell. (Thepassword is tibco123.)

2. On the Business Services tab, in the All Categories section, expand ClaimModelProcess and selectClaims.

3. Select CreateClaimsAutomatic and click . The Get Number Required form is displayed.

4. In the openToCreate field, enter the number of open process instances that you want to create.

5. In the closeToCreate field, enter the number of closed process instances that you want to create.

6. Click Submit.

7. On the Process Views tab, select the ClaimsProcess template, then refresh the view until you can seethat the requested number of process instances have been created.All the process instances are initially Offered.

8. On the Work Views tab, randomly allocate a selection of work items to members of the Front DeskGroup, to provide further variety in the data:

a) Select one or more work items then click . The Allocate Work Item to Offer Set dialog isdisplayed.

b) Select the user to whom you want to allocate these work items, then click OK.

9. Log out, then log in again as the BackDeskGroup team leader, Leon Court. (The password istibco123.)

10. On the Work Views tab, randomly allocate a selection of work items to members of the Back DeskGroup.

Result

The ActiveMatrix BPM database now contains data about the generated process instances of theClaimsProcess.

The BDS case store now contains data abut the claim objects associated with each process instance.

You can now use the Process Monitor, Claim Breakdown and Process Performance dashboards to easilyaccess and visualize this data.

Importing Jaspersoft Resources Used by the Example Dashboards toJasperReports Server

ActiveMatrix BPM includes previously created and exported Jaspersoft resources needed by theexample dashboards, which you must import to JasperReports Server.

Procedure

1. Log in to JasperReports Server as the superuser user.

2. Select Manage > Server Settings and choose Import in the Settings panel.

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3. Click Browse and choose the TIBCO_HOME\bpm\n.n\samples\Jaspersoft\InstallationArtifacts\Jaspersoft Import\jaspersoft-import_dbType.zip file, where:


● n.n is the version number of the ActiveMatrix BPM software - for example, 3.1.

● dbType is the identifier for the type of database used by ActiveMatrix BPM, either mssql (SQLServer), oracle (oracle), db2 (DB2) or postgres (PostgreSQL).

4. Leave the remaining Import options unchanged and click Import.The server uploads the jaspersoft-import_dbType.zip file and imports its contents into therepository. An Import succeeded message is displayed.

5. Select View > Repository and, in the Folders panel, expand the tree to Organizations >Organization > AMX-BPM.

Result

The Organizations > Organization > AMX-BPM folder contains the following resources.

Resource Type Description

AMX-BPM Datasource JDBCdatasource

Used to connect to the ActiveMatrix BPM database toaccess statistical data (in the example, about the Claimsapplication).

AMX-BPM GlobalData Datasource

JDBCdatasource

Used to connect to the BDS case data store to access casedata (in the example, about the different Claim objects).

Claims folder Contains the domain and reports used by the ClaimBreakdown dashboard.

Statistics folder Contains the domain and reports used by the ProcessMonitor dashboard.

Statistics\Ad Hoc folder Contains the Process Performance dashboard and the AdHoc reports and views that it uses.

The Process Performance dashboard is a Jaspersoft dashboard, created in JasperReports Server.

The Claim Breakdown and Process Monitor dashboards are HTML dashboards, created as webapplication projects in TIBCO Business Studio.

Configuring the Example JDBC DatasourcesYou must configure the example JDBC datasources imported to the JasperReports Server to connect tothe correct ActiveMatrix BPM database and BDS case data store, to access the data to be displayed inthe dashboards.

Prerequisites

A JDBC driver for the appropriate database type(s) must be available in the JasperReports server'sclasspath. See TIBCO ActiveMatrix BPM Installation and Configuration for details of the JDBC driversneeded to connect to the different databases supported by ActiveMatrix BPM. See the JasperReportsServer documentation for information about how to upload and make available the required JDBCdriver.

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Procedure

1. Log into the Jaspersoft server as a system administrator (by default, the jasperadmin user).

2. Select View Repository and, in the Folders panel, expand the tree to Organizations > Organization> AMX-BPM.

3. In the Repository panel, select AMX-BPM Datasource and click Edit.The details of the JDBC data source that will be used to connect to the ActiveMatrix BPM databaseare displayed. Default ActiveMatrix BPM installation values are used, which you should edit asrequired.

4. Select the correct JDBC Driver for the ActiveMatrix BPM database.

5. Enter the Host IP address, Port number, and database details used by the ActiveMatrix BPMdatabase. (These fields are used to construct the connection URL.) The database detail fields are:

● Database name, for SQL Server or PostrgeSQL.● Service, for Oracle● Database, Driver Type and Schema Name, for DB2.

6. If you are using the IBM DB2 JDBC driver, edit the connection URL to removethe ;currentSchema=schemaname parameter from the connection string. (If you do not do this thedashboard reports will not show any data, because the underlying queries assume use of a defaultschema name.)

You do not need to do this if you are using the TIBCO DB2 JDBC driver.

7. Enter the User Name and Password of the database server user account that ActiveMatrix BPMuses to connect to the ActiveMatrix BPM database.

8. Click Test Connection.A Connection Passed message indicates that connection to the ActiveMatrix BPM database hassucceeded.

9. Click Save.

10. In the Repository panel, select AMX-BPM Global Data Datasource and click Edit.The details of the JDBC data source that will be used to connect to the BDS case data store aredisplayed (with default ActiveMatrix BPM installation values).

11. Repeat steps 4 to 9 to validate the connection to the BDS case data store.

Result

You can now use the Process Performance dashboard to view reports about the Claims process.

Adding the Example Dashboard Gadgets to OpenspaceThe Process Monitor and Claim Breakdown dashboards can (in the context of the example) be used bythe Front Desk and Back Desk team managers. You must add the gadgets for these dashboards to thoseusers' Openspace personas.

See the "Adding Gadgets to a Tab" topic in the TIBCO Openspace User's Guide for detailed informationabout how to add gadgets to Openspace tabs.

Procedure

1. Log in as the Front Desk group manager, Richard Cresswell.

2. Create a new tab called JasperReports.

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3. Add the Process Monitor and Claims Breakdown dashboard gadgets to the JasperReports tab.

The default gadget configuration assumes that JasperReports Server is hosted locally andusing port 8081. If this is not the case, update the gadget configuration to point toJasperReports Server.

4. Repeat steps 1 to 3 for the Back Desk group manager, Leon Court.

Result

Openspace users Richard Cresswell and Leon Court can now use the Process Monitor and ClaimBreakdown dashboards.

Changing the Default URL Used by the Openspace Gadget DashboardsIf JasperReports Server is not running on the expected default host and/or port, you must update theURL used by the Process Monitor and Claim Breakdown gadgets to point to JasperReports Server.

By default, Openspace expects JasperReports Server to be running on the same machine asActiveMatrix BPM, on port 8081. The Process Monitor and Claim Breakdown gadgets use the followingURLs to access JasperReports Server.

Dashboardgadget Default URL

ProcessMonitor

jaspershowcase/jaspershowcase.html

ClaimBreakdown

jaspershowcase/claimdashboard.html

If JasperReports Server is hosted remotely and/or is using a different port, you must update thesedefault URLs by adding a path parameter in the following format:

?jasperserver=http://host:port/jasperserver-pro

where:

● host is the hostname of the machine that is hosting JasperReports Server.● port is the port number being used by JasperReports Server.

For example, if JasperReports Server is running on port 8083 on the machine devServer1, you shouldchange the Home URL for the gadgets to:

Dashboardgadget Required URL

ProcessMonitor

jaspershowcase/jaspershowcase.html?jasperserver=http://devServer1:8083/jasperserver-pro

ClaimBreakdown

jaspershowcase/claimdashboard.html?jasperserver=http://devServer1:8083/jasperserver-pro

Procedure

1. Click Edit gadget properties ( ) on the gadget.

2. Edit the path shown in the Home URL field to include the correct path parameter.

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3. Refresh the gadget display.

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The Process Monitor Dashboard

The Process Monitor dashboard demonstrates some Jaspersoft reports that can be generated from thecentral event database tables in the ActiveMatrix BPM database. The reports provide statisticalinformation about processes, work items and user activity. The dashboard is an HTML/JS application.

The following table describes the reports used in the Process Monitor dashboard.

Report Description

Key PerformanceIndicators

Displays statistical information for the outstanding processes on your BPMsystem:

● the percentage of processes that have been escalated● the percentage of processes that are over 4 hours old● the number of processes that are over 4 days old

Longest Processesvs Historic Data

This report displays:

● how the average process completion time has improved (or degenerated)over the time period. (All data is shown in minutes.)

● how the process is behaving currently.

The colored bar illustrates how your process has behaved historically. Itcalculates the average period of time and maximum period of time that yourprocesses took to complete for a given time period. You can select the timeperiod from the Use data from area of the report. The triangular markers showhow the longest process currently on your system compares to the historicdata.

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Report Description

OutstandingProcesses

Displays all the outstanding processes on the system and how manyoutstanding process instances there are for each process. If you select anindividual process, the dashboard redraws all the other reports to show thedata for the selected process and updates the dashboard title accordingly.

Outstanding Tasks This report shows different information depending on which version of thedashboard you are using.

Openspace gadget

The report displays the outstanding tasks for all the outstanding processes onthe system. If you have selected a process in the Outstanding Processes report,it only displays the outstanding tasks for the selected process.

It shows how the outstanding tasks are distributed between My Team(depending on whether you are logged in as Leon Court or RichardCresswell), Unallocated (the outstanding tasks that are not allocated to anorganizational entity) or Other (the outstanding tasks that are allocated toother teams in the organization).

Standalone

The report displays the outstanding tasks for all the outstanding processes onthe system. If you have selected a process in the Outstanding Processes report,it only displays the outstanding tasks for the selected process. It shows howthe outstanding tasks are distributed between the different work item states.

Work Allocation This report shows different information depending on which version of thedashboard you are using.

Openspace gadget

Displays how the outstanding tasks that are allocated to the team aredistributed between individual team members. By default, it shows all theoutstanding tasks but if you select a task from the Outstanding Tasks report,the data is filtered for the selected outstanding task (and the dashboard titleupdated accordingly).

Standalone

This reports shows how the outstanding tasks are distributed between thedifferent work item states. If you selected a task in the Outstanding Tasksreport, it shows the work distribution for the selected task and updates thedashboard title accordingly.

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Report Description

Work The information displayed in this report depends on what you have selectedin the Work Allocation report. The information shown is different dependingon which version of the dashboard you are using.

Openspace gadget

If you selected a team member in the Work Allocation report, informationdisplays about the work activity for that team member. The type ofinformation shown is the age of the activity, the date and time there was lastactivity on that task and its priority. You can also raise the priority of theactivity.

Standalone

If you selected Allocated, the report displays information about the activitiesthat are allocated. The type of information shown is the age of the activity, thedate and time there was last activity on that task and its priority.

You can select Clear Filter to clear your filters at any time.

Two versions of the Process Monitor dashboard are provided - Openspace gadget and standalone.

Openspace Gadget Version

You can access this dashboard when you are logged in to Openspace as one of the team leaders,Richard Cresswell or Leon Court.

If you try to view this dashboard when logged in as any other user - for example, tibco-admin - youwill see a This user is not a manger of a team, cannot display dashboard error. To give theuser access to this dashboard you must assign a value of FrontDeskGroup or BackDeskGroup to theirTeamName resource attribute. See Mapping Users from the EasyAs LDAP Source to the ClaimsOrganization Model for more information.

The dashboard demonstrates how you can use ActiveMatrix BPM web services to:

● filter the displayed data based on the logged in user's team membership.● drill down through the reports to view the outstanding tasks for an individual team member and

increase a work item's priority.

Standalone Version

You can access this dashboard in any web browser, using the URL:

http://host:port/openspace/jaspershowcase/jaspershowcase_sa.html

where:

● host is the DNS name of the server hosting the BPM runtime.● port is the port being used by Openspace. The default value is 8080.

If JasperReports Server is hosted remotely and/or is using a different port, you must add a pathparameter to the URL, in the following format:


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where:


Using the standalone version of the dashboard, you cannot filter the data based on the logged in user'steam membership or increase a work item's priority.

Drilling Down and Raising the Priority of a Work Item

Prerequisites

You must use the Openspace gadget version of the Process Monitor dashboard. This functionality is notavailable from the standalone version.

Procedure

1. Login to Openspace as the Front Desk team leader, Richard Cresswell (password "tibco123").

2. Open the Process Monitor dashboard on the JasperReports tab.The data displayed is filtered for the Front Desk team.

3. To drill down and see what work is outstanding for the Claims process, click the Claim process onthe Outstanding Processes report.The other reports are redrawn to show just the data for the Claims process.

4. On the Outstanding Tasks report, click a bar that shows tasks allocated to My Team.The Work Allocation report is redrawn to show how these tasks are allocated to the team members.

5. Click one of the team members on the Work Allocation report.The Offered Work report is redrawn to show the details of the tasks allocated to this user. Thereport's title is also updated to show the user's name.

6. To raise the priority of one of this user's tasks, click the arrow in the Raise Priority column on theusername Work report.A Priority has been raised message is displayed.

Result

The dashboard sends a request to the BPM runtime to increase the work item's priority by 10.

You will not see the new Priority value until:● the BPM runtime has processed the request and audited the event to the ActiveMatrix BPM central

event database tables, and● you force the dashboard to redraw the username Work report. You can do this by clicking another

user on the Work Allocation report, then clicking the original user again. (If no other users havework allocated for the selected task, you will need to first click another task on the OutstandingTasks report, then click the original task.)

See Raising the Priority of a Work Item for more information about how this functionality isimplemented by the Process Monitor dashboard.

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The Claim Breakdown Dashboard

The Claim Breakdown dashboard demonstrates some reports that can be generated from the case datafor a case data model in the ActiveMatrix BPM case data store. The reports provide business data fromthe case data model used by the example Claims application. The dashboard is an HTML/JSapplication.

The Claim Breakdown dashboard provides a number of controls that you can use to tailor and filter thedashboard data.

Control Description

Details Displays the Claim Hot list for the currently displayed data (in a separate window).

ClearFilter

Clear all of your currently selected filters from the Value, Claim by State and Age ofComp & TP Claims reports.

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Control Description

Refresh

Click to manually refresh each report on the dashboard.

Use the drop-down menu to select an Auto-Refresh option:

● Auto-Refresh All - automatically refresh all reports every 15 seconds.● Auto-Refresh Exposure - automatically refresh just the Claim Exposure report every

15 seconds.● Auto-Refresh None - do not automatically refresh any reports. This is the default

option.

Claims Select whether you want to show data for All claims or only for Open claims. Thedefault value is Open.

The following table describes the reports used in the Claim Breakdown dashboard.

Report Description

Claim Exposure Shows the total value of the claims at the indicated timestamp.

Value Shows the number of claims broken down by value band.

If you click a specific value band, the dashboard redraws all the other reports toshow the data for the selected value band, and updates the dashboard titleaccordingly.

Claim By State Shows the number of claims broken down by state.

If you click a specific state, the dashboard redraws all the other reports to showthe data for the selected state, and updates the dashboard title accordingly.

Age of Comp &TP Claims

Shows the number of claims broken down by age band of the driver.

If you click a specific age band, the dashboard redraws all the other reports toshow the data for the selected age band, and updates the dashboard titleaccordingly.

MonthlyBreakdown

Shows the number of claims in the current claims selection, broken down bymonth and by type.

Average Durationto finalise Claims

Shows the average number of days taken to close claims in the current claimsselection, broken down by claim type.

The following table describes the additional reports provided in the Claim Hot list.

Report Description

ExposureBreakdown

Shows the total value of the claims, by claim type.

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Report Description

Top 5 HighestClaims

Shows the details of the five highest value claims.

The Openspace gadget version of the dashboard also displays a View Audit

column. Click to display the Claim Status for ID:claimID report for theselected claim.

Claim Status for:ID:claimID

Shows the current status of the process associated with the claim selected fromthe Top 5 Highest Claims report.

This report is only available in the Openspace gadget version of thedashboard.

Two versions of the Claim Breakdown dashboard are provided - Openspace gadget and standalone.

Openspace Gadget Version

You can access this dashboard when you are logged in to Openspace, as any user.

The dashboard demonstrates how you can use ActiveMatrix BPM web services to access informationabout a particular case (in this example, a claim) from the case data store in one report, and then usethat information in another report to extract and display statistical data about the case (in this example,about the current process instance and work item) from the BPM database. See Displaying ProcessStatus (Statistical Data) for a Particular Claim (Case Data)for more information.

Standalone version

You can access this dashboard in any web browser, using the URL:

http://host:port/openspace/jaspershowcase/claimdashboard_sa.html

where:

● host is the DNS name of the server hosting the BPM runtime.● port is the port being used by Openspace. The default value is 8080.

If JasperReports Server is hosted remotely and/or is using a different port, you must update thesedefault URLs by adding a path parameter in the following format:


where:


Drilling Down to Find the Current Status of a Particular ClaimYou can filter the data shown in the Claim Breakdown dashboard according to your requirements,show the top 5 highest claims for the selected data, then view the current status of the processassociated with one of those claims. If necessary, you can also raise the priority of that process.

Prerequisites

You must use the Openspace gadget version of the Claim Breakdown dashboard. This functionality isnot available from the standalone version.

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Procedure

1. Login to Openspace as the Front Desk team leader, Richard Cresswell (password "tibco123").

2. Filter the report data as you choose. For example, you may choose to show just Very High Valueclaims in New York.

3. When you have the data you want, click Details.The Claim Hot List is displayed.

4. On the Top 5 Highest Claims report, click in the View Audit column for one of the displayedclaims.A Claim Status for ID:claimID report is displayed, showing:

● the process ID of the ClaimsProcess process instance associated with this claim.

● the current task, who (if anybody) owns it, and its status.

● the task's priority - which you can, if you wish, raise by clicking in the Raise Priority columnof the report.

See Displaying Process Status (Statistical Data) for a Particular Claim (Case Data) for moreinformation about how this functionality is implemented by the Claim Breakdown dashboard.

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Process Monitor and Claim Breakdown Dashboard Design

The Process Monitor and Claim Breakdown dashboards are defined in TIBCO Business Studio as aGWT web application project, which is available from TIBCO_HOME\bpm\n.n\samples\jaspersoft\Misc\Openspace Gadget Project\JasperShowCase.zip. You can import the project into TIBCOBusiness Studio, then examine it to see in detail how the dashboards are constructed, modify them oruse them as starting points for your own dashboards.

Note that:

● The project provides Openspace gadget and standalone versions of each dashboard.● If you modify the Openspace gadget version of a dashboard, when you deploy the application to

the BPM runtime it will not overwrite the version that is supplied with Openspace. Instead, you willneed to add the dashboard to Openspace as a new gadget, using the following URL.

Dashboard URL

ProcessMonitor

http://server:port/openspace/jaspershowcase/jaspershowcase/

jaspershowcase.html

ClaimBreakdown

http://server:port/openspace/jaspershowcase/jaspershowcase/

claimdashboard.html

See the TIBCO ActiveMatrix Web Client API Developer's Guide for more information about how torecompile and redeploy the application to the BPM runtime, and contribute it as a gadget toOpenspace.

● The dashboards use Visualize.js to obtain and display reports from JasperReports Server.Visualize.js is a JavaScript API framework used to embed JasperReports Server reports &visualizations inside web applications. See the JasperReports Server Programming Guide supplied withTIBCO JasperReports Server for ActiveMatrix BPM for more information about this API.

● Each dashboard uses asynchronous callback mechanisms for communication between the differentcomponents and layers of the application.

The following tables outline the structure and key functions of each dashboard application. The filescan be found in the war\jaspershowcase folder in the project, with the exception ofjaspershowcase.java, which is in the src\com\tibco\jasper\showcase\client folder.

Openspace Gadget Variant

Process Monitordashboard

Claim Breakdowndashboard Key Functions

jaspershowcase.html claimdashboard.html● Obtains the credentials that the

dashboard will use to authenticate itsaccess to JasperReports Server (fromjaspershowcase.java).

● Initializes the Visualize.js JavaScriptAPI framework.

● Defines the dashboard layout.

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jaspershowcase.js claimdashboard.js Provides functions to:

● get the required reports fromJasperReports Server (usingVisualize.js).

● define and update the current contextfor each report.

jaspershowcase.java jaspershowcase.java● Calls ActiveMatrix BPM web services

using the ActiveMatrix BPM Web ClientAPI.

● Provides methods that the dashboardpage can call to get the username andpassword needed to accessJasperReports Server. These methods arecurrently hardcoded to return theJasperadmin/Jasperadmin credentials,but could be used to provide single sign-on functionality.

● Provides JSNI calls to export requiredmethods to the dashboard page.

oSApi.js oSApi.js Calls ActiveMatrix BPM web services thatare not available via the ActiveMatrix BPMWeb Client API, using the ActiveMatrixBPM REST API.

bootstrap.js bootstrap.js HTML, CSS, and JS framework.

jquery-1.11.1.min.js jquery-1.11.1.min.js JavaScript library used by bootstrap.js.

jaspershowcase.nocac

he.js

jaspershowcase.nocach

e.js

JavaScript compiled version ofjaspershowcase.java.

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Standalone Variant



jaspershowcase_sa.html claimdashboard_sa.html● Defines the credentials that the

dashboard will use toauthenticate its access toJasperReports Server. Thesecredentials are hardcoded asJasperadmin/Jasperadmin.

● Initializes the Visualize.jsJavaScript API framework.

● Defines the dashboard layout.

jaspershowcase.js claimdashboard.js Provides functions to:

● get the required reports fromJasperReports Server (usingVisualize.js).

● define and update the currentcontext for each report.

bootstrap.js bootstrap.js HTML, CSS, and JS framework.

jquery-1.11.1.min.js jquery-1.11.1.min.js JavaScript library used bybootstrap.js.

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Openspace Gadget Dashboard ArchitectureThe Openspace gadget dashboards must be hosted in Openspace on the ActiveMatrix BPM runtime.

Process Monitor Dashboard

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Claim Breakdown Dashboard

30


Standalone Dashboard ArchitectureThe standalone dashboards can be hosted in an HTTP/web server, for example Apache HTTP Server orInternet Information Services (IIS) for Windows® Server.

Process Monitor Dashboard

31


Claim Breakdown Dashboard

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Calling ActiveMatrix BPM Web Services From the ExampleHTML Dashboards

The Openspace gadget versions of the Process Monitor and Claim Breakdown dashboards demonstratedifferent ways in which you can invoke ActiveMatrix BPM web services from Jaspersoft reports.

Authenticating Calls to BPM Web ServicesSecurity policies are enforced on the endpoint of every TIBCO ActiveMatrix BPM service to ensure thataccess is restricted to authenticated users. Every API call to a TIBCO ActiveMatrix BPM service must bemade using the identity of a user who is registered in the BPM organization model. An API call thatdoes not meet this requirement will be rejected.

Calling ActiveMatrix BPM Web Services From the Openspace Gadget Dashboards

Because they run within an Openspace context, the Openspace gadget versions of the Process Monitorand Claim Breakdown dashboards automatically use the credentials of the currently logged inOpenspace user for authentication whenever they call a BPM web service.

Authorization - whether that user has the necessary permissions required by the system actions neededto execute that particular call - is still checked. The dashboard code displays a suitable error message tothe user if they do not have the necessary permissions.

For example, if you try and use the Process Monitor dashboard as tibco-admin, you will see the errormessage

This user is not a manager of a team, cannot display dashboard

because access to this dashboard is by default restricted to the EasyAs team leaders, Richard Creswelland Leon Court. (See Filtering the Data Visible in a Report Based on the Logged in User's TeamMembership for details.)

Calling ActiveMatrix BPM Web Services From the Standalone Dashboards

The standalone versions of the Process Monitor and Claim Breakdown dashboards, as supplied, do notcall BPM web services. You could modify them to implement the same functionality as the Openspacegadget versions (or indeed, any functionality available through the BPM web services), but thedashboard code itself would need to provide its own authentication mechanisms.

See "Authenticating Access to a TIBCO ActiveMatrix BPM Service" in the TIBCO ActiveMatrix BPMDeveloper's Guide for more information.

Filtering the Data Shown in a Report Based on the Logged in User's TeamMembership

The Process Monitor dashboard demonstrates how you can use ActiveMatrix BPM web services toobtain organizational information about the dashboard user (in this case, whether they are a teamleader, and of which team), and so restrict the data presented to that user based on their teammembership and role.

In the example Claims application, the organization model provides a simplistic model of EasyAsInsurance's claims processing organization, comprising a front desk team and a back desk team, eachwith a manager:

In TIBCO Business Studio:

● The front desk team, back desk team and managers are each modeled as a Group.● a TeamName resource attribute is added to the CompanyOrganizationModel project.

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At runtime (see Mapping Users from the EasyAs LDAP Source to the Claims Organization Model):

● The following resources are mapped to each group.

Group Resources

Team Managers Leon Court, Richard Cresswell

FrontDeskGroup Richard Cresswell, John Eustace, LiamLawrence, Tony Pulis

BackDeskGroup Leon Court, Clint Hill, Jon Parkin, SteveSimonsen

● The team managers have the following values assigned to their TeamName resource attribute.(Other team members do not have a TeamName value assigned.)

Resource Value of TeamName resource attribute

Leon Court BackDeskGroup

Richard Cresswell FrontDeskGroup

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When the Process Monitor dashboard (jaspershowcase.html) is opened in Openspace, theonReportLoaded function calls getTeam (in Jaspershowcase.java).function onReportLoaded() { // This method will be called when the GWT onModuleLoad has run so we // know at this point that it will have exported any methods we may // need.

// Now call into GWT Layer to trigger it to go and work out the team. // Because this is async it will not return it here, but rather will // call a method later to set it. // We pass in a callback function which we would like to be called when // this operation is complete getTeam(setMyTeam);}

1. getTeam calls the BPM Web Client API GetAuthenticatedUserName operation to find the name ofthe logged in user.

2. getTeam now needs to look up the value of that user's TeamName attribute. However, this cannotbe done directly from the BPM Web Client API, so it calls getMyResourceAttribute, which is a JSNImethod that in turn invokes the callGetResource function in osApi.js.

3. callGetResource uses the following BPM REST API calls to obtain the value of the user's TeamNameattribute, which it then passes back to the setResourceAttribute function (inJaspershowcase.java):

a. findResources - passing in the user's name and extracting the user's GUID from the returneddata.

b. getResource - passing in the user's GUID and extracting the TeamName resource attributevalue.

4. setResourceAttribute:

a. calls the BPM Web Client API RunResourceQueryForVersion operation to get the names of theusers who are members of the group named in the TeamName resource attribute value.

b. calls the doCallback function, which passes the list of team members back to the setMyTeamfunction in jaspershowcase.htm.

If the logged in user is not one of the team leaders (so the list of team members isempty), doCallback instead displays the error message This user is not amanager of a team, cannot display dashboard.

5. setMyTeam initializes required variables with the team information and updates the context object.function setMyTeam(teamname, teamnames) { teamName = teamname; myTeam = teamnames; updateContext(); setTeamMode(true); //Now we initialise Visualise.js initVisualise(init);}

The dashboard does not initialize Visualize.js (and consequently the reports) until it hasthe required context and team information.

The team information can now be passed as a parameter (via context.team) to the various reports whenthey are called or updated. Each report can use the team information as required to filter, constructand/or display the required data.

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Raising the Priority of a Work ItemBoth the Process Monitor and Claim Breakdown dashboards demonstrate a simple way of raising thepriority of selected work items. This provides an example of how you can both monitor BPM data, andthen react to and update that data, in real-time (often referred to as "closing the loop").

The user interface to raise a work item's priority is provided as part of the Offered Work report on theProcess Monitor dashboard. When the user clicks the Raise Priority arrow for a specific activity, aPriority has been raised message is displayed, and the work item's priority is raised by 10.

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To provide this functionality:

● In the Jaspersoft Studio AMX-BPM Statistics Reports project, in the Work report, the Raise Prioritycolumn of the report table contains the arrow_up.png graphic. This graphic is configured as aRemoteAnchor hyperlink.

● When the user clicks the arrow for a particular activity (work item), the click event in thegetTeamUnallocatedReport function (in jaspershowcase.js) is invoked. This event calls thesetPriority function in Jaspershowcase.java, passing the WorkItemId of the selected activity as aparameter.function getTeamUnallocatedReport(v) { unallocated = v.report( { resource : pathRoot + "Work", container : "#unallocated", linkOptions : { events : { "click" : function(ev, link) { if (link.type == "RemoteAnchor") { setPriority(link.parameters.WorkItemId);

} } } } } )}

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● setPriority invokes the BPM Web Client API PrioritiseWorkItem method to increase the work item'spriority by 10./** * This method is called by any dashboard which wishes to modify the work * item priority of an item. Within the demonstration it is used by * Jaspersoft page hyperlinks */ public static void setPriority(String workItemId) { Set<ManagedId> items = new HashSet<ManagedId>(); items.add(new ManagedId(Long.parseLong(workItemId), -1));

BPMWebClientService.getInstance().execute( new PrioritiseWorkItem(items, 10, false), new AsyncCallback<VoidResult>() {

@Override public void onFailure(Throwable caught) { Window.alert("Failed to change Work Item Priority. Original error message: "+caught.getMessage());

}

@Override public void onSuccess(VoidResult result) { Window.alert("Priority has been raised");

} });

}

Authorization

To be able to execute the PrioritiseWorkItem method the calling user - in this case, the user who islogged in to the Openspace session - must have permission to use the changeAnyWorkItemPriorityor changeAllocatedWorkItemPriority system action. Access to this functionality should be restricted tothe team leaders, Leon Court and Richard Cresswell.

This is configured in TIBCO Business Studio, in the CompanyOrganizationModel project:

1. A privilege, Privilege1, is defined.

2. Privilege1 is associated with the Change Any Work Item Priority system action.

3. Privilege1 is assigned to the TeamManagers group.

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At runtime, Leon Court and Richard Cresswell inherit Privilege1 as a result of their membership of theTeamManagers group.

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They are therefore authorized to execute the PrioritiseWorkItem method when they click the RaisePriority arrow for a specific activity in the Offered Work report.

Displaying Process Status (Statistical Data) for a Particular Claim (CaseData)

The Claim Breakdown dashboard demonstrates how you can access information about a particular case(in this example, a claim) from the case data store in one report, and then use that information inanother report to extract and display statistical data about the case (in this example, about the currentprocess instance and work item) from the BPM database.

In the Claims Breakdown dashboard, if the user clicks Details to display the Claims Hot List, thenclicks View Audit for one of the Top 5 Highest Claims, a Claim Status report for that claim isdisplayed. This report:

● displays statistical data (from the BPM database) about the current process instance and work itemassociated with the selected claim ID.

● allows the user to raise the priority of that work item.

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To provide this functionality:

● In the Jaspersoft Studio ClaimsModelReports project, in the DisplayTopClaims report, the ViewAudit column of the report table contains the audit.png graphic. This graphic is configured as aReportExecution hyperlink.

● When the user clicks the audit button for a particular Claim Id, the click event in thedoTopClaimsReport function (in claimdashboard.js) is invoked.function doTopClaimsReport(v) { topclaims = v.report({ resource: pathRoot+"DisplayTopClaims", container: "#claimtop5", params: context, linkOptions: { events: { "click": function (ev, link) { callLookupCaseRef(link.parameters.CLAIM_ID, function reloadClaimStatus(caseRef) { removeClassFromElement (document.getElementById("claim_status"),'hide'); $('#claim_status_text').text ("Claim Status for: "+link.parameters.CLAIM_ID); claimstatus.params({ "CASE_REFERENCE": [caseRef] }).run(); } ); } } }, error: handleError } ); }

This event:

1. calls callLookupCaseRef (in osApi.js). That function uses the BPM REST API findbyid operationto get the case reference associated with this claim Id.openspaceClientApi.prototype.lookupCaseRef = function (id, onSuccess) { var baseUrl = this.host + "/bpm/rest/globaldata/model/com.example.claimmodel.Claim/2.0.0/findbyid"; var callback = function (data) { data = JSON.parse(data); onSuccess(data.caseReference); }; var payload = "<xml-fragment><casePayload><![CDATA[<?xml version=\"1.0\" encoding=\"UTF-8\"?><claimmodel:ClaimElement xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:claimmodel=\"http://example.com/claimmodel\" xsi:type=\"claimmodel:Claim\"><claimID>"+id+"</claimID> </claimmodel:ClaimElement>]]></casePayload></xml-fragment>"; call(baseUrl, callback,"POST",payload);

2. passes that case reference as a parameter to the reloadClaimStatus function, which loads theClaim Status report.

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● The Claim Status report:

— queries the BPM database (the ec_proc_template table) and displays the details of the currentwork item associated with that case reference.

All other reports used in the Claim Breakdown dashboard run their queries againstthe case data store.

— provides the ability to raise the work item priority when a user clicks the Raise Priority arrow.(The report calls the setPriority function in Jaspershowcase.java, passing the WorkItemId of theselected activity as a parameter, in the same way as the Offered Work report on the ProcessMonitor dashboard.)function doClaimStatusReport(v) { claimstatus = v.report( { resource: pathRoot+"ClaimStatus", container: "#claimstatusdiv", linkOptions: { events: { "click": function (ev, link) { setPriority(link.parameters.WorkItemId); } } }, error: handleError, } ); }

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Viewing and Modifying Reports Used by Process Monitorand Claim Breakdown Dashboards

You can view and modify the reports used by the Process Monitor and Claim Breakdown dashboardsin Jaspersoft Studio for ActiveMatrix BPM. Jaspersoft Studio allows you to create sophisticated layoutscontaining charts, images, subreports, crosstabs, and more.

Procedure

1. Open Jaspersoft Studio.

2. Use the Import wizard to import the Jaspersoft Studio projects containing the reports used by theProcess Monitor and/or Claim Breakdown dashboards. These projects are supplied as part of theTIBCO ActiveMatrix BPM installation:

● Process Monitor dashboard reports: TIBCO_HOME\bpm\n.n\samples\Jaspersoft\AMXBPMStatistics\reports\statsreportsarchive_dbType.zip

● Claim Breakdown dashboard reports: TIBCO_HOME\bpm\n.n\samples\Jaspersoft\AMXBPMStatistics\reports\claimreportsarchive_dbType.zip

where:


● n.n is the version number of the ActiveMatrix BPM software - for example, 3.1.

● dbType is the identifier for the type of database used by ActiveMatrix BPM, either mssql (SQLServer), oracle (oracle), db2 (DB2) or postgres (PostgreSQL).

See Example Files Reference for more information.

Process Monitor Dashboard Reports

Default Dashboard Title Reportjaspershowcase.js FunctionThat Invokes the Report

KPI-Performance - Processesescalated

HighPriorityKPI getHighPriorityKPIReport

KPI-Performance - Processesover 4 hours

FastResolvedKPI getFastResolvedKPIReport

KPI-Performance - Processesover 4 days

FullyResolvedKPI getFullyResolvedKPIReport

Longest Processes Vs Historicdata

ProcessPerformance getPerfReport

Outstanding Processes TemplateAssessment getTemplateReport

Outstanding Tasks TaskBreakdown (in standalonedashboard)

getTasksReport

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Default Dashboard Title Reportjaspershowcase.js FunctionThat Invokes the Report

TaskTeamBreakdown (in teamdashboard)

getTeamTasksReport

Work Allocation OutstandingWork (instandalone dashboard)

getWorkReport

OutstandingWorkForTeam (inteam dashboard)

getTeamWorkReport

Offered Work Work_Standalone (instandalone dashboard)

getUnallocatedReport

Work (in team dashboard) getTeamUnallocatedReport

Claim Breakdown Dashboard Reports

Default Dashboard Title Reportclaimdashboard.js FunctionThat Invokes the Report

Claim Exposure TotalClaimExposure doTotalExposureReport

Value ClaimValueBreakdown doClaimValueReport

Claim by State ClaimsByState doStateReport

Age of Comp & TP claims ClaimAgeBreakdown doClaimAgeReport

Monthly Breakdown ClaimsMonthBreakdown doClaimByMonthReport

Average Duration to finalizeClaims

AverageTimeToCloseClaim doClaimDurationReport

Claim Hot List > ExposureBreakdown

ClaimExposureBreakdown doExposureBreakdownReport

Claim Hot List > Top 5 HighestClaims

DisplayTopClaimsNoAudit (instandalone dashboard)

doTopClaimsNoAuditReport

DisplayTopClaims (in teamdashboard)

doTopClaimsReport

Claim Hot List > Claim Statusfor: Claim Id

ClaimStatus (only available inteam dashboard)

doClaimStatusReport

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The Process Performance Dashboard

The Process Performance Dashboard demonstrates the use of JasperReports Server domains and AdHoc reports to generate reports from the central event database tables in the ActiveMatrix BPMdatabase. The reports display performance data for a selected process template for a given period oftime. The dashboard is a JasperReports Server dashboard.

You can view the Process Performance dashboard from Jaspersoft Server.

The Process Performance dashboard provides a number of controls that you can use to tailor and filterthe dashboard data.

Control Description

ProcessTemplateName

Select the process template for which you want the reports to show performancedata.

Historic Datashownbetween:

Select the start and end dates of the period for which you want to showperformance data.

Select a different style of chart to display in the current report. This control isshown for each report.

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Control Description

Refresh the current report or display it in a new window. This control is shownwhen you hover over a particular report.

The following table describes the reports used in the Process Performance dashboard.

Report Description

OutstandingTasks for Process

Shows the currently outstanding tasks for the selected process, grouped by taskname.

Process Priorities Shows the number of processes, grouped by priority, for the selected processand time period.

Work Item Status Shows the number of work items, grouped by status, for the selected processand time period.

Process and WorkItem DurationAverages

Shows different process and work item average measures for the selectedprocess and time period:

● Average duration of processes● Work item action average● Work item active average● Work item wait average● Work item work time average

Process Counts Shows different process and work item counts for the selected process and timeperiod:

● Total number of process instances started● Total number of process instances suspended● Total number of process instances completed● Total number of work items completed● Total number of work items opened

Viewing the Process Performance DashboardYou can view the Process Performance dashboard from Jaspersoft Server.

Procedure

1. Enter http://host:port/jasperserver-pro in a web browser, where:

● host is the name of the computer that hosts JasperReports Server.● port is the port being used by JasperReports Server.

2. Log in to JasperReports Server as jasperadmin. (The default password is jasperadmin.)3. Click View List from the Dashboards panel.

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4. Click Process Performance Dashboard.

5. On the Process Template Name drop-down list, select ClaimsProcess.

6. On the Historic Data shown between control, select the calendars to specify the time period forwhich you want to see data.

If your parameter supports relative date expressions, you can enter expressions such asWEEK+1 in this field.

Result

The Process Performance dashboard is displayed.

Process Performance Dashboard Architecture

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Creating Jaspersoft Domains from BPM Case Data Models

Creating effective domains from ActiveMatrix BPM case data models requires the domain designer tohave a good understanding of the case data model and how it is used. Particular care is needed toensure that potentially ambiguous data relationships can be resolved so that Ad Hoc reports return theexpected data.

Understand the ActiveMatrix Business Object Model

To be able to create effective domains from ActiveMatrix BPM case data models, the domain designerneeds to have a good understanding of:

● the underlying business object model and how it is used by ActiveMatrix BPM processes.● how the business object model classes are mapped to case data tables when the model is deployed

to the ActiveMatrix BPM runtime.● the domain's intended or potential reporting use cases.

Use Derived Tables and Joins to Resolve Potentially Ambiguous Relationships in the Data

Domains and Ad Hoc Views/Reports offer an elegant and powerful reporting tool that allows users toquickly create reports using business terms and language, hiding the complexity of the underlying datarelationships. However, because you do not have control over the underlying SQL queries generatedby Ad Hoc Views/Reports, you must ensure that your domain design deals with any potentiallyambiguous relationships in the data. Ambiguous relationships, if executed as part of a report, can resultin unexpected or incorrect data being returned. You can do this by:

● creating derived tables to access objects that you cannot otherwise uniquely access via the existingtables.

● carefully managing the joins used by the domain so that object relationships can be uniquelyidentified and traversed.

For example, the Claim business object model defines the global classes Claimant, Notifier andWitness, which are used by the Claim class, as specializations of the Person class.

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When the ClaimModel project is deployed, the Claimant, Notifier and Witness classes are all mappedto the same database table, BDS_2_CLMMDL_PERSON. The DTYPE column in that table identifieswhether the Person is a Driver, Claimant, Notifier or Witness, using the notationnamespace.className - for example, com.example.claimmodel.Driver. Foreign keys are createdrepresenting the claimants, notifier and witnesses relationships in the Claim business object model.

The Claim domain has been created to represent the Claim business object model, using the data fromthe BDS_2_CLMMDL* tables.

Suppose that you now want to create an Ad Hoc report from the Claim domain that displays a tablecontaining claim IDs (BDS_2_CLMMDL_CLAIM.CLAIMID) and the last name of the person who is thenotifier (BDS_2_CLMMDL_PERSON.LASTNAME). Using the JasperReports Server Ad Hoc Editor,when you add the Claim ID field to the view, a preview list of claim IDs is displayed. (You can use theView SQL Query button to see the underlying query that has been executed.)

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However, if you now add the Last Name field, the query returns a null data set, instead of the expectedlist of claimant last names matching these claim IDs.

This happens because:

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1. The Claim domain includes three INNER JOINs between the BDS_2_CLMMDL_CLAIM andBDS_2_CLMMDL_PERSON tables, one for each of the foreign keys that represent the claimants,notifier and witnesses relationships in the Claim business object model.

2. The underlying query generated by the report does not know which of these joins it should use toobtain the LASTNAME from BDS_2_CLMMDL_PERSON. In this particular case, it uses all three,and evaluates the query using AND rather than OR logic. As a person cannot be a claimant, anotifier and a witness, no data is returned. (Again, you can use the View SQL Query button to seethe underlying query that has been executed.)

If you have large business object models with complex data relationships, this problem can easily growexponentially.

To overcome this problem, the Claim domain:

1. Creates derived tables called Driver, Claimant, Notifier and Witness from theBDS_2_CLMMDL_PERSON table. The query uses the DTYPE value, which identifies whether thePerson is a Driver, Claimant or Notifier. For example, the query used to generate the Notifier tableis:

select * from amxbpm.BDS_2_CLMMDL_PERSON where

DTYPE='com.example.claimmodel.Notifier'

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2. Creates explicit joins from each of these tables to the BDS_2_CLMMDL_CLAIM table, representingthe claimants, notifier and witnesses relationships in the Claim business object model.

You can now create an Ad Hoc report from the Claim domain that displays a table containing claim IDs(BDS_2_CLMMDL_CLAIM.CLAIMID) and the last name of the notifier (NOTIFIER.LASTNAME). Thegenerated query is able to uniquely identify the join that it needs to follow to resolve the query.

Design Domains on a Use Case Basis

If you are converting a complex business object model you should create domains that are tailored tospecific reporting use cases. Creating multiple domains from the same business object model fordifferent use cases is likely to produce better results than attempting to use a single domain thatencompasses the entire model. This will avoid problems such as having to map data that is used rarelyor not at all in your reports, or exponentially increasing complexity when trying to resolve joins.

How ActiveMatrix BPM Maps A Case Data Model to Case Data TablesAn object model and a relational database have fundamentally different objectives and requirements,so when a business object model is converted to a set of database tables, the result is seldom a simple1:1 mapping of classes to tables. The domain designer needs to understand the resulting mappings andtable relationships and their significance for the domain design.

When a business object model has been deployed to the ActiveMatrix BPM runtime, you can access theCreate script used to install the case data from the Openspace Data Admin tab. The comments at thebeginning of the Create script identify which business object model classes have been mapped to whichdatabase tables. The following example shows the (SQL Server) Create script for the example Claimmodel:---------------------------------------- TIBCO HEADER -------------------------------- BOM Name : ClaimModel.bom-- ClaimBusinessDataModel.bom-- BOM Namespace : com.example.claimmodel-- com.example.claimbusinessdatamodel-- Namespace Tag : CLMMDL

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-- CLMBSNSSDTMD-- BOM Major Version : 2-- Table Mappings : (BOM Class -> DB Table)-- com.example.claimmodel.DisasterDetails BDS_2_CLMMDL_DISASTERDETAILS-- com.example.claimbusinessdatamodel.IncidentNotifications BDS_2_CLMBSNSSDTMD_NCDNTNTFCT1-- com.example.claimbusinessdatamodel.IncidentNotification BDS_2_CLMBSNSSDTMD_NCDNTNTFCTN-- com.example.claimmodel.Address BDS_2_CLMMDL_ADDRESS-- com.example.claimmodel.ContactInfo BDS_2_CLMMDL_CONTACTINFO-- com.example.claimmodel.Claim BDS_2_CLMMDL_CLAIM-- com.example.claimmodel.IncidentDetails BDS_2_CLMMDL_INCIDENTDETAILS-- com.example.claimmodel.Vehicle BDS_2_CLMMDL_VEHICLE-- com.example.claimmodel.Policy BDS_2_CLMMDL_POLICY-- com.example.claimmodel.DisasterData BDS_2_CLMMDL_DISASTERDATA-- com.example.claimmodel.DisasterData.disasterStateList BDS_2_CLMMDL_DSSTRDTDSSTRSTTLS-- com.example.claimmodel.Claimant BDS_2_CLMMDL_PERSON-- com.example.claimmodel.Driver BDS_2_CLMMDL_PERSON-- com.example.claimmodel.Witness BDS_2_CLMMDL_PERSON-- com.example.claimmodel.Notifier BDS_2_CLMMDL_PERSON-- com.example.claimmodel.Person BDS_2_CLMMDL_PERSON-- com.example.claimmodel.DisasterState BDS_2_CLMMDL_DISASTERSTATE------------------------------------------------------------------------------------

You can examine the script to see the foreign keys that have been created to enforce the classrelationships defined in the business object model. For example, the following foreign keys allow theidentification of the driver, notifier, witness and claimant associated with a claim.alter table [BDS_2_CLMMDL_PERSON] add constraint FKD5E018085F92DAC4 foreign key ([VEHICLE_DRIVER_BDSID]) references [BDS_2_CLMMDL_VEHICLE];alter table [BDS_2_CLMMDL_PERSON] add constraint FKD5E01808BF71D702 foreign key ([CLAIM_NOTIFIER_BDSID]) references [BDS_2_CLMMDL_CLAIM];alter table [BDS_2_CLMMDL_PERSON] add constraint FKD5E01808F340137D foreign key ([CLAIM_WITNESSES_BDSID]) references [BDS_2_CLMMDL_CLAIM];alter table [BDS_2_CLMMDL_PERSON] add constraint FKD5E01808645A84BE foreign key ([CLAIM_CLAIMANTS_BDSID]) references [BDS_2_CLMMDL_CLAIM];

You may also find it useful to generate a database diagram or chart so that you can more easily see thecreated relationships. For example, the following diagram shows part of the (SQL Server) databasediagram for the Claim model case data tables.

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Date post:	08-Mar-2021
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