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Installing the JRules Modules on
WebSphere Application Server
COPYRIGHT NOTICE
Copyright © 1987-2007, by ILOG S.A., 9 Rue de Verdun, 94253 Gentilly Cedex, France,
and ILOG, Inc., 1195 West Fremont Avenue, Sunnyvale, California 94087-3832, USA. All
rights reserved.
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C O N T E N T S
Contents
Preface
This section contains instructions on how to install the JRules modules on the WebSphere
Application Server, Versions 5.1, 6.0, and 6.1.
The intended audience for this guide is the person who develops, assembles, and deploys
J2EE applications in a corporate enterprise. This guide assumes you are familiar with the
following topics:
◆ J2EE specification
◆ HTML
◆ Java programming
◆ Java APIs as defined in the Java Servlet, JavaServer Pages (JSP), Enterprise JavaBeans
(EJB), and Java Database Connectivity (JDBC) specifications
◆ Structured database query languages such as SQL
This section contains instructions on how to install the JRules modules on the supported
application servers. To use any of the JRules modules on the J2EE platform, you will need to
install a set of components on one of the supported application servers.
Each of the JRules modules requires that you first prepare your application server for
installation. Preparing your application server will involve creating a data source and
configuring the necessary security. Installation will consist of deploying an archive (or a set
of archives), enabling the online help, and in the case of Rule Team Server an additional
configuration step.
This configuration step includes:
◆ Configuring the database.
◆ Uploading roles.
Archive Deployment
The archive files (EAR/WAR/RAR) included in the application server installers can be
deployed to a server in different ways. You should refer to the application server
documentation for a full understanding of the different options.
Security
Configuration of a secure mode on an application server provides ways to increase the
security of the application that you deploy.
In secure mode an application server:
◆ Checks access to the resources (access to a class using the reflection mechanism is not
permitted without the correct security rights).
◆ Manages access rights (the Rule Execution Server Console access is managed with this
mechanism).
By default, Rule Execution Server is installed with a minimum of security. The Rule
Execution Server Console application defines a specific role bres_admin. This role
controls the access to the various JSP/Servlets.
There are no specific permissions implementation for Rule Execution Server MBeans. All
that is required to access the MBeans using JMX is the right credentials.
Note: Security configuration of the Rule Execution Server may relate to your application/
domain or server scoped enterprise security policy. You should review security settings for
applications that call the Rule Execution Server with your J2EE application architect/
system administrator as appropriate.
The installation of Rule Team Server is completed using an installation manager. This
ensures that you create the right groups in your application server when you setup security
access.
This section provides instructions on installing the Rule Team Server JRules module on
WebSphere Application Servers.
In this Section
Installing Rule Team Server on WebSphere Application Server 5.1
Installing Rule Team Server on WebSphere Application Server 6.0
Installing Rule Team Server on WebSphere Application Server 6.1
Database User Permissions
Completing the Installation Using the Installation Manager
Completing the Installation Using Ant Tasks
Opening Rule Team Server
ILOG provides a specific integration extension for the IBM WebSphere Process Server
(WPS) platform: http://www.ilog.com/solutions/business/bpm/ibmwps.cfm
Note: If you have rule projects created before the 6.6 version of JRules, you will have to
migrate the database schema, as described in the About ILOG JRules 6.6 guide.
Note: When WebSphere Application Server 5.1 is used in cluster mode, the data source
needs to be defined at node level in the cluster (as opposed to cluster level).
4. To set the default scope of the provider used by Rule Team Server, in the right frame of
the console select Server1 and click Apply. Some default providers may appear:
4. Give a name to your data source and enter jdbc/ilogDataSource for the JNDI name,
otherwise Rule Team Server will not be able to use the data source.
5. Click Apply. A connection pool is created and associated with the data source.
Database Properties
points to a directory that does not exist, you may want to set this
parameter to create.
Cloudscape Network ◆ databaseName – Actual name of the database (not the path to the
Server using JDBC database directory)
driver ◆ driverType – Only value is 4
◆ serverName – TCP/IP address or host name
◆ portNumber – TCP/IP port number
◆ retrieveMessagesfromServerOnGetMessage – Required by
WebSphere, not the database server. Default value is false. Set to
true to enable SQLException.getMessage().
7. Click OK and Save (near the top) and Save again to apply changes to the master
configuration.
Before moving on, test the connection to your database:
Note: Any custom groups, including Validator and Eligibility, will also have to
be added to the deployment descriptors (as described in Step 3. Deploying the Rule
Team Server EAR on WebSphere 5.1) as well as uploaded to the database (see
Completing the Installation Using the Installation Manager) if you wish to use the Rule
Team Server permissions mechanism.
Note: The first uncommented line (websphere:websphere...) can be replaced with any
login/password you want to define for the WebSphere administrator.
The following table presents the above configuration in a more readable format:
Reminder: Users Val and Eli and the groups Validator and Eligibility are only
necessary if you wish to do the Rule Team Server permissions tutorial in your installation.
1. In the WebSphere Administrative Console, click Security. Open User Registries and
click Custom to open the following:
Enter websphere for both the Server User ID and Server User Password. These must
be the same as those you declared in your users.props file.
2. Under Additional Properties click Custom Properties.
3. To define the path to your groups and users properties files, click New.
4. The usersFile property defines the path to the file that contains your user definition.
5. Click New and define the groupsFile property, which defines the path to the file that
contains your group definition.
Set the Name to groupsFile and enter the Value ${USER_INSTALL_ROOT}/jrules/
groups.props. Click OK.
6. At the top of the page click Save and the Save button to update the master repository
with your changes.
Your user registry is now ready, but will not take effect until you enable global security.
2. Check Enabled.
Enforce Java 2 Security is selected automatically.
3. For Active User Registry select Custom.
4. Click Apply. At the top of the page click Save. Click the Save button to confirm a save
to the master configuration.
5. Restart your server.
Once you restart your server you will have to log in to the WebSphere Administrative
Console with the username/password that you declared for the wasadmin group when you
created your user registry.
Important: Deploying the Rule Team Server EAR sets the persistence locale. Once you
save a rule to the database, you should no longer change the persistence locale. If you wish
to install Rule Team Server in a language other than English, take note of the instructions
provided in Step 4: Set Persistence Locale.
To add your custom groups to the deployment descriptors in the Rule Team Server EAR
(<InstallDir>/teamserver/applicationservers/websphere5/jrules-
teamserver-WAS5.ear):
Note: You may want to make a copy of the EAR before modifying it.
as well as:
<security-role>
<role-name>my_custom_group</role-name>
</security-role>
...
Note: To use the Rule Team Server permissions mechanism, you will also have to upload
groups to the database (see Completing the Installation Using the Installation Manager)
<InstallDir>/teamserver/applicationservers/websphere5/jrules-
teamserver-WAS5.ear
Click Next.
3. In the Preparing for the application installation page, click Generate Default
Bindings.
5. Click Next to accept the default settings for steps 1-3 of Install New Application.
6. In Step 4 select teamserver, keep default_host, as the virtual host, and click Next.
Click Next.
8. In Step 6, the application server has read the roles that it found in the deployment
descriptors. You must map these to the groups found in your groups.prop file.
To do so, click a role in the table and click Lookup groups.
Click Search in the middle of the page to display the groups from your groups.prop
file and map the group to the role you are editing by moving it to the Selected column:
Click OK and repeat for all the roles. When you have completed the assignments they
should appear as follows:
10. Click Finish. Click Save to Master Configuration and Save to save your workspace
changes to the master configuration.
Click Apply.
3. Scroll down to the section Related Items.
Click OK.
5. Click Save to apply the changes to the master configuration and when prompted, Save
again to confirm the changes.
6. In the left pane, click Applications and Enterprise Applications. Select ILOG Rule
Team Server and click Start to start the application.
2. In the right pane, select the Local path option and Browse to:
<InstallDir>/teamserver/online-help/rtsonlinehelp.ear
Click Next.
3. Select Generate Default Bindings and click Next.
5. Accept the default settings for the different steps and click Finish to install.
6. Once the installation is complete, click Save to Master Configuration and then Save to
confirm.
Note: Deploying the online help on the same server as the Web application could cause a
security warning on Internet Explorer. You can work around this problem by deploying the
online help in a non-secure context. To do this, specify an absolute URL (http://
mynonsecuredserver:mynonsecuredport/rtsonlinehelp) in the context
parameter named ilog.rules.teamserver.HELP_CONTEXT in the WEB-INF/
web.xml file of jrules-teamserver-web-WAS5.war.
This completes the preparation of your application server. You can now open Rule Team
Server (see Opening Rule Team Server) to complete the installation (see Completing the
Installation Using the Installation Manager).
Related Concepts
IBM WebSphere Clusters
Related Tasks
Opening Rule Team Server
Note: If you have rule projects created before the 6.6 version of JRules, you will have to
migrate the database schema, as described in the About ILOG JRules 6.6 guide.
Note: When WebSphere Application Server 6.0 is used in cluster mode, the data source
needs to be defined at node level in the cluster (as opposed to cluster level).
3. To set the default scope of the provider used by Rule Team Server, in the right frame
select Server : server1 and click Apply. Some default providers may appear:
4. Give a name to your data source and enter jdbc/ilogDataSource for the JNDI name,
otherwise Rule Team Server will not be able to use the data source.
De-select Use this Data Source in container managed persistence (CMP).
5. Under data source properties, enter the name of your database, which depends on the
database type (see Table 2 below). For example:
6. Click Apply. A connection pool is automatically created and associated with the data
source.
7. Under Additional Properties click Custom Properties.
Depending on the database you want to connect to, you have different properties to
define, such as the username and password for the database. The following table presents
the minimum set of properties required to define the supported databases. If the driver
Database Properties
points to a directory that does not exist, you may want to set this
parameter to create.
Cloudscape Network ◆ databaseName – Actual name of the database (not the path to the
Server using JDBC database directory)
driver ◆ driverType – Only value is 4
◆ serverName – TCP/IP address or host name
◆ portNumber – TCP/IP port number
◆ retrieveMessagesfromServerOnGetMessage – Required by
WebSphere, not the database server. Default value is false. Set to
true to enable SQLException.getMessage().
8. Click OK and Save (near the top), then click Save again to apply changes to the master
configuration.
Before moving on, test the connection to your database:
1. Click JDBC Providers in the left frame.
4. Select your data source in the table and click Test Connection.
The status of the connection is indicated at the top.
In these property files, you define a websphere user as part of the wasadmin group for
the WebSphere Administrative Console authentication, and also the groups and users
that enable access to the Rule Team Server login page.
2. Create the groups.props file, which contains the groups definition, in
${USER_INSTALL_ROOT}/jrules, and configure it as follows, adding any custom
groups you may have:
# Format:
# name:gid:users:display name
# where name = groupId of the group
Note: Any custom groups, including Validator and Eligibility, will also have to
be added to the deployment descriptors (as described in Step 3. Deploying the Rule
Team Server EAR on WebSphere 6.0) as well as uploaded to the database (see
Completing the Installation Using the Installation Manager) if you wish to use the Rule
Team Server permissions mechanism.
Note: The first uncommented line (websphere:websphere...) can be replaced with any
login/password you want to define for the WebSphere administrator.
Reminder: Users Val and Eli and the groups Validator and Eligibility are only
necessary if you wish to do the Rule Team Server permissions tutorial in your installation.
2. Under User registries click Custom to open the Custom user registry page:
Enter websphere for both Server user ID and Server user password. These must be
the same as those you declared in your users.props file.
3. Under Additional Properties click Custom properties.
4. To define the path to your groups and users properties files, click New.
5. The usersFile property defines the path to the file that contains your user definitions.
Set the Name to usersFile and for Value enter ${USER_INSTALL_ROOT}/jrules/
users.props.
Click OK.
The definition will appear as follows.
6. Click New and define the groupsFile property, which defines the path to the file that
contains your group definition.
Set the Name to groupsFile and enter the Value ${USER_INSTALL_ROOT}/jrules/
groups.props.
4. Click Apply. At the top of the page click Save. Click the Save button to confirm a save
to the master configuration.
5. Restart your server.
Once you restart your server you will have to log in to the WebSphere Administrative
Console with the username/password that you declared for the wasadmin group when you
created your user registry.
Important: Deploying the Rule Team Server EAR sets the persistence locale. Once you
save a rule to the database, you should no longer change the persistence locale. If you wish
to install Rule Team Server in a language other than English, take note of the instructions
provided in Step 4: Set Persistence Locale.
Note: You may want to make a copy of the EAR before modifying it.
as well as:
<security-role>
<role-name>my_custom_group</role-name>
</security-role>
...
Note: To use the Rule Team Server permissions mechanism, you will also have to upload
groups to the database (see Completing the Installation Using the Installation Manager)
Click Next.
3. In the Preparing for the application installation page, click Generate Default
Bindings.
Click Next.
4. Click Continue to accept the Application Security Warnings.
5. Click Next to accept the default settings for Step 1 of the Install New Application.
7. Click Next until you reach Step 5, where you select teamserver and keep default_host
as Virtual host.
8. In Step 6, the application server has read the roles that it found in the deployment
descriptors. You must map these to the groups found in your groups.prop file.
To do so, click a role in the table and click Look up groups.
Click Search in the middle of the page to display the groups from your groups.prop
file and map the group to the role you are editing by moving it to the Selected column.
11. Click Save to Master Configuration and Save to save your workspace changes to the
master configuration.
Click Apply.
3. In the section Related Items, click on Web modules and then on jrules-
teamserver-web-WAS6.war.
4. In the section Class loader mode, select Parent Last. Click OK.
7. Select the checkbox next to ILOG Rule Team Server and click Start to start the
application.
<InstallDir>/teamserver/online-help/rtsonlinehelp.ear
Click Next.
3. Select Generate Default Bindings and click Next.
5. In Step 1 click Next. In Step 2 select the module and click Next.
7. Click Save to master configuration and click Save again to confirm the changes.
9. Select the checkbox next to Rule Team Server Online Help and click Start to start the
application.
Note: Deploying the online help on the same server as the Web application could cause a
security warning on Internet Explorer. You can work around this problem by deploying the
online help in a non-secure context. To do this, specify an absolute URL (http://
mynonsecuredserver:mynonsecuredport/rtsonlinehelp) in the context
parameter named ilog.rules.teamserver.HELP_CONTEXT in the WEB-INF/
web.xml file of jrules-teamserver-web-WAS5.war.
This completes the preparation of your application server. You can now open Rule Team
Server (see Opening Rule Team Server) to complete the installation (see Completing the
Installation Using the Installation Manager).
Related Concepts
IBM WebSphere Clusters
Related Tasks
Opening Rule Team Server
Note: If you have rule projects created before the 6.6 version of JRules, you will have to
migrate the database schema, as described in the About ILOG JRules 6.6 guide.
Note: When WebSphere Application Server 6.1 is used in cluster mode, the data source
needs to be defined at node level in the cluster (as opposed to cluster level).
2. In the left pane open Resources > JDBC and click JDBC Providers.
3. In the right pane in Scope select the Node and Server and click New.
4. In Step 1 select the database type, provider type, and a non-XA implementation type.
Enter a name (for example, Rule Team Server JDBC Provider) and click Next.
5. A summary is provided in Step 3:
6. Click Finish and Save to save the changes to the master configuration.
2. In the right pane in Scope select the Node and Server and click New.
3. In Step 1, give a name to your data source and enter jdbc/ilogDataSource for the
JNDI name, otherwise Rule Team Server will not be able to use the data source.
Click Next.
4. In Step 2, select your non-XA JDBC provider and click Next.
Database Properties
Click Next.
6. Step 3 displays a summary of your settings:
7. Click Finish. The connection pool is created and associated with the data source.
Note: You can find the value of ${USER_INSTALL_ROOT} in the Integrated Solutions
Console by clicking Environment > WebSphere Variables, and then finding the entry
in the table.
In these property files, you will define a websphere user as part of the wasadmin group
for the Integrated Solutions Console authentication, and also the groups and users that
enable access to the Rule Team Server login page.
Note: Any custom groups, including Validator and Eligibility, will also have to
be added to the deployment descriptors (as described in Step 3. Deploying the Rule
Team Server EAR on WebSphere 6.1) as well as uploaded to the database (see
Completing the Installation Using the Installation Manager) if you wish to use the Rule
Team Server permissions mechanism.
Note: The first uncommented line (websphere:websphere...) can be replaced with any
login/password you want to define for the WebSphere administrator.
Reminder: Users Val and Eli and the groups Validator and Eligibility are only
necessary if you wish to do the Rule Team Server permissions tutorial in your installation.
5. In Step 3, set Primary administrative user name to websphere. (This must be the
same as what you declared in your users.props file.)
To define the path to your groups and users properties files, set usersFile to
${USER_INSTALL_ROOT}/jrules/users.props and groupsFile to
${USER_INSTALL_ROOT}/jrules/groups.props.
Click Next.
6. Click Finish.
Important: Deploying the Rule Team Server EAR sets the persistence locale. Once you
save a rule to the database, you should no longer change the persistence locale. If you wish
to install Rule Team Server in a language other than English, take note of the instructions
provided in Step 4: Set Persistence Locale.
Note: You may want to make a copy of the EAR before modifying it.
as well as:
<security-role>
<role-name>my_custom_group</role-name>
</security-role>
...
Note: To use the Rule Team Server permissions mechanism, you will also have to upload
groups to the database (see Completing the Installation Using the Installation Manager)
<InstallDir>/teamserver/applicationservers/websphere6/jrules-
teamserver-WAS6.ear
Click Next.
3. Select the checkbox Generate Default Bindings and click Next.
7. Click Next until you reach Step 7, where you select teamserver and keep default_host
as Virtual host.
Click OK and repeat for all the roles. When you have completed the assignments they
should appear as follows:
9. Click Next to get to Step 10, then select Uncheck and click Next.
10. Click Finish. Click Save to save your workspace changes to the master configuration.
4. Select the checkbox Classes loaded with application class loader first.
6. Click teamserver and select the item Classes loaded with application class loader
first.
Click OK.
7. Click Save to confirm the change.
9. Select ILOG Rule Team Server and click Start to start the application.
<InstallDir>/teamserver/online-help/rtsonlinehelp.ear
3. Select the checkbox Show me all installation options and parameters and click Next.
6. Accept the default settings for the different steps by clicking Next at each step, and then
click Finish to install.
7. Click Save to save the changes to the master configuration.
9. Select Rule Team Server Online Help and click Start to start the application.
Note: Deploying the online help on the same server as the Web application could cause a
security warning on Internet Explorer. You can work around this problem by deploying the
online help in a non-secure context. To do this, specify an absolute URL (http://
mynonsecuredserver:mynonsecuredport/rtsonlinehelp) in the context
parameter named ilog.rules.teamserver.HELP_CONTEXT in the WEB-INF/
web.xml file of jrules-teamserver-web-WAS6.war.
This completes the preparation of your application server. You can now open Rule Team
Server (see Opening Rule Team Server) to complete the installation (see Completing the
Installation Using the Installation Manager).
Related Concepts
IBM WebSphere Clusters
Related Tasks
Opening Rule Team Server
Operation
Note: The database privilege types differ across the supported databases. The operation of
defining these privileges should be performed by a database administrator.
Using the Installation Manager is the recommended way to complete/modify the installation
once you have deployed the Rule Team Server EAR to your application server.
Note: To access the Installation Manager, you must have administrator privileges as well
as the rtsInstaller role when you log on. For example, if you followed the sample users
creation steps, log on as rtsAdmin.
Note: If you have rule projects created before the 6.6 version of JRules, you will have to
migrate the database schema, as described in the About ILOG JRules 6.6 guide.
Related Tasks
Step 1: Configure Database
Step 2: Setup Message Files
Step 3: Setup Groups
Step 4: Set Persistence Locale
Step 5: Set Configuration Parameters
Publish a Project
Working with the Rule Team Server Ant Tasks
and the second one contains data to initialize enumerations and hierarchies (usually, the
.brdx extension is used).
To configure the database using the Installation Manager:
1. Select the files that contain your rule model. You can use the default ones provided or
select your customized extensions.
2. Click Generate SQL to generate the script that creates the tables of your database based
on the contents of your rule model files.
3. When the script has been generated, select the Execute the SQL script checkbox, then
click Next.
4. Initialize the database tables that you created.
Once you have completed these steps, you will be able to publish rule projects to your
database.
Related Tasks
Step 2: Setup Message Files
Step 3: Setup Groups
Step 4: Set Persistence Locale
Step 5: Set Configuration Parameters
Publish a Project
Working with the Rule Team Server Ant Tasks
Note: The contents of the messages files must respect the ISO-LATIN-1 standard (see
http://java.sun.com/j2se/1.4.2/docs/api/java/util/Properties.html).
1. A locale.
Note: You only need to do this if you wish to use the Rule Team Server project access and
permissions mechanisms (see the sections on Groups and Permissions in the Rule Team
Server Online Help).
You will need to add all the groups that you wish to see appear in the available list when
enforcing project security or setting permissions in Rule Team Server. Ideally, you will not
upload the default groups rtsUser and rtsConfigManager, but rather create and upload
custom groups.
You should not upload either the rtsAdministrator group (because the Administrator
has all security access and permissions regardless) or the rtsInstaller group (because a
user cannot be a member of this group only).
Related Tasks
Step 1: Configure Database
Step 2: Setup Message Files
Step 4: Set Persistence Locale
Step 5: Set Configuration Parameters
Publish a Project
Working with the Rule Team Server Ant Tasks
Note: The persistence locale is controlled by the value of the <locale> key in ilog/
rules/teamserver/preferences.properties in the lib/rts.jar and set when
the EAR is deployed. The Installation Manager overrides this setting.
Related Tasks
Step 1: Configure Database
Step 2: Setup Message Files
Step 3: Setup Groups
Step 5: Set Configuration Parameters
Publish a Project
<extractorValidator>.class Specify a ruleset extractor validator class to use for the given
extractorValidator name. The class must implement the
ilog.rules.commonbrm.extractor.IlrExtractorValidator
interface. Once defined, specify this name as the extractor validator to
use when defining a ruleset extractor.
build.path Define where the cache of the IRL should be on the file system. The
path is computed as follows: first, use this property with the name of the
user who launched the server as the root for the cache
(<build.path>_<username>). If it is not defined, use the system
property java.io.tmpdir and add rtscache (for example, <temp
dir>/rtscache_<username>). If the system property is not defined,
use the server directory and add rtscache (for example, <server
dir>/rtscache_<username>).
brl.verbalizers Specify the list of locales for which a BAL verbalizer is defined.
brl.verbalizer.<locale> Specify the verbalizer class for the given locale. The class must
implement the interface:
ilog.rules.vocabulary.verbalization.IlrVerbalizer
Related Tasks
Step 1: Configure Database
Step 2: Setup Message Files
Step 3: Setup Groups
Step 4: Set Persistence Locale
Publish a Project
Working with the Rule Team Server Ant Tasks
Note: If you have rule projects created before the 6.6 version of JRules, you will have to
migrate the database schema, as described in the About ILOG JRules 6.6 guide.
Note: To execute these Ant tasks, you must use the same Java Virtual Machine version and
vendor as the one used by the application server.
The Ant task parameters start with -D and allow you to set some values such as:
◆ -Dserver.url=<server url> - Used to specify the URL of the application server to
connect to.
◆ -DdatasourceName=<data source name> - Used to specify the JNDI name of the
data source to use for the task (default is jdbc/ilogDataSource).
For example:
# Default properties
# ------------------------------------
datasourceName=jdbc/ilogDataSource
server.host=localhost
outputFile=output.sql
# JBoss 4 Settings
# ------------------------------------
# appserver.name=jboss40
# protocol=jnp://
# server.port=1099
# server.url=${protocol}${server.host}:${server.port}
# specificPortVMSettings=-
Djava.naming.factory.initial=org.jnp.interfaces.NamingContextFactory -
Djava.naming.provider.url=${server.url} -
Djava.security.auth.login.config=${myenv.JBOSS_HOME}/client/auth.conf
Also, take note of any special instructions in this file concerning your application server.
The appserver.name property configures the class path for the Ant tasks. If you need to
add specific drivers to your class path, you can add them to <installDir>/teamserver/
lib/classpath-teamserver.xml.
Note: Make sure the environment variable corresponding to your application server (for
example, JBOSS_HOME) is properly set before running any Ant task.
Related Tasks
Creating the Database Schema
Defining and Uploading Message Files
Uploading Groups to the Database
Setting the Persistence Locale
Adding or Removing Configuration Parameters
Repackaging the Rule Team Server EAR
Note: Running the tasks in this section requires that your environment be correctly setup,
as described in Working with the Rule Team Server Ant Tasks.
This section describes how to create the database schema if you are using Ant tasks to
complete/configure your installation.
Extensions to the Rule Team Server rule model are stored in two XML files. One of the files
contains the model description itself (usually, the .brmx extension is used), and the second
one contains data to initialize enumerations and hierarchies (usually, the .brdx extension is
used).
You can use Ant tasks to load the rule model from the two XML files and build the SQL
script required to get the proper database schema.
To create or update the database schema:
1. Create the SQL script required to create or update the database schema (see Step 1 -
Create the Script).
2. Execute the SQL script that you created (see Step 2 - Execute the Script).
3. Once the schema is created, upload the extensions files in the database (Step 3 - Upload
the Extension).
4. Optionally, you can upload new roles.
For convenience, you can run the set-extensions Ant task, which runs gen-create-
schema + execute-schema + upload-extensions + upload-roles, with these
parameters:
◆ -Dserver.url=<server url>
Note: To execute these Ant tasks, you must use the same Java Virtual Machine version and
vendor as the one used by the application server.
Alternatively, you can do this step-by-step, which is useful if you want to look at the
generated SQL schema.
The task connects to the given data source from the given application server. It checks if this
data source points to an existing Rule Team Server database. If not, it builds the SQL script
to create a fresh database schema to store the model. Otherwise, it builds the SQL script
required to update the existing database schema.
Step 2 - Execute the Script
To execute the SQL script that you created, run the execute-schema Ant task with these
parameters:
◆ -Dserver.url=<server url>
◆ [-Dfile=<SQL file>] - The name of the file to execute, which corresponds to the
script you created. If this parameter is not given, the task attempts to execute a file
named output.sql in the directory defined as basedir in build.xml, (..) by
default.
For example:
ant execute-schema ... -Dfile=my_sql_file.sql
The description is stored in the database so that Rule Team Server applications may load it
when they start. It is also used by gen-create-schema to get the current model
description in order to run a diff with the new schema.
In a cluster, you will have to restart the servers. Current sessions should be kicked out.
The task connects to the given data source from the given application server. It reads the
model description given in the parameters, and generates the SQL script required to drop the
existing schema. Since many database tables are linked through foreign keys, they have to
be dropped in a specific order, and the script generation will handle these constraints.
To execute the SQL script that you created, run the execute-schema Ant task with these
parameters:
◆ -Dserver.url=<server url>
◆ [-Dfile=<SQL file>] - The name of the file to execute, which corresponds to the
script you created. If this parameter is not given, the task attempts to execute a file
named output.sql in the directory defined as basedir in build.xml, (..) by
default.
For example:
ant execute-schema ... -Dfile=my_sql_file.sql
Related Tasks
Working with the Rule Team Server Ant Tasks
Defining and Uploading Message Files
Uploading Groups to the Database
Setting the Persistence Locale
Adding or Removing Configuration Parameters
Repackaging the Rule Team Server EAR
Erasing a Project from the Database
Note: The contents of the messages files must respect the ISO-LATIN-1 standard (see
http://java.sun.com/j2se/1.4.2/docs/api/java/util/Properties.html).
You will need a messages file for each locale that you use. Upload the messages file to Rule
Team Server by running the upload-messages Ant task with these parameters:
◆ -Dserver.url=<server url>
◆ -Dlocale=<locale>
◆ -DmessageFile=<message file>
For example:
ant upload-messages ... -Dlocale=en_US -
DmessageFile=mymessages.properties
Note: Running this task requires that your environment be correctly setup, as described in
Working with the Rule Team Server Ant Tasks.
Related Tasks
Working with the Rule Team Server Ant Tasks
Creating the Database Schema
Uploading Groups to the Database
Setting the Persistence Locale
Note: You only need to do this if you wish to use the Rule Team Server project access and
permissions mechanisms (see the sections on Groups and Permissions in the Rule Team
Server Online Help).
Add all the groups that you wish to see appear in the available list when enforcing project
security or setting permissions in Rule Team Server. Ideally, you will not upload the default
groups rtsUser and rtsConfigManager, but rather create and upload new groups.
You should not upload either the rtsAdministrator group (since the Administrator has
all security access and permissions regardless) or the rtsInstaller group (since a user
cannot be a member of this group only).
To store in the database the list of groups that will be used by the application, run the
upload-roles Ant task with these parameters:
◆ -Dserver.url=<server url>
◆ -DdatasourceName=<data source name>
◆ -Droles=<role list>
Where <role list> is the list of groups to upload to Rule Team Server, specified as
“group1 group2 ...”.
For example:
ant upload-roles ... -Droles="rtsUser rtsConfigManager Eligibility
Validator"
Note: To execute these Ant tasks, you must use the same Java Virtual Machine version and
vendor as the one used by the application server.
Related Tasks
Working with the Rule Team Server Ant Tasks
Note: The persistence locale is controlled by the value of the <locale> key in ilog/
rules/teamserver/preferences.properties in the lib/rts.jar and set when
the EAR is deployed. The Installation Manager overrides this setting.
Related Tasks
Working with the Rule Team Server Ant Tasks
Creating the Database Schema
Defining and Uploading Message Files
Uploading Groups to the Database
Adding or Removing Configuration Parameters
Repackaging the Rule Team Server EAR
Erasing a Project from the Database
<extractorValidator>.class Specify a ruleset extractor validator class to use for the given
extractorValidator name. The class must implement the
ilog.rules.commonbrm.extractor.IlrExtractorValidator
interface. Once defined, specify this name as the extractor validator to
use when defining a ruleset extractor.
build.path Define where the cache of the IRL should be on the file system. The
path is computed as follows: first, use this property with the name of the
user who launched the server as the root for the cache
(<build.path>_<username>). If it is not defined, use the system
property java.io.tmpdir and add rtscache (for example, <temp
dir>/rtscache_<username>). If the system property is not defined,
use the server directory and add rtscache (for example, <server
dir>/rtscache_<username>).
brl.verbalizers Specify the list of locales for which a BAL verbalizer is defined.
brl.verbalizer.<locale> Specify the verbalizer class for the given locale. The class must
implement the interface:
ilog.rules.vocabulary.verbalization.IlrVerbalizer
The following Ant tasks can be used to add or remove configuration parameters:
◆ set-config-param - Sets a configuration parameter for a given user. If the user is not
specified, it sets a global parameter.
Parameters:
● -Dserver.url=<server url>
● [-Duser=<username>]
● -Dkey=<parameter key>
● -Dvalue=<parameter value>
Example: ant set-config-param ... -Dkey=locale -Dvalue=en_US
◆ remove-config-param - Drops the given configuration parameter for a given user if
specified. Otherwise, it drops the global configuration parameter.
Parameters:
● -Dserver.url=<server url>
● [-Duser=<username>]
● -Dkey=<parameter key>
● [-Duser=<username>]
● -Dkey=<parameter key>
Note: See Working with the Rule Team Server Ant Tasks for help on setting up your
environment to correctly execute the Rule Team Server Ant tasks.
Related Tasks
Working with the Rule Team Server Ant Tasks
Creating the Database Schema
Defining and Uploading Message Files
Uploading Groups to the Database
Setting the Persistence Locale
Repackaging the Rule Team Server EAR
Erasing a Project from the Database
Note: See Working with the Rule Team Server Ant Tasks for help on setting up your
environment to correctly execute the Rule Team Server Ant tasks.
You can add new .jar files to the Rule Team Server EAR by running the repackage-ear
Ant task with these parameters:
◆ -DtargetEar=<target ear>
Note: See Working with the Rule Team Server Ant Tasks for help on setting up your
environment to correctly execute the Rule Team Server Ant tasks.
You can erase a project from Rule Team Server, including all its content, by running the
drop-project Ant task with the following parameters:
◆ -Dserver.url=<server url>
◆ -DprojectName=<project name>
Note that the project cannot be dropped if some other projects depend on it.
Related Tasks
Working with the Rule Team Server Ant Tasks
Creating the Database Schema
Defining and Uploading Message Files
Uploading Groups to the Database
Setting the Persistence Locale
Adding or Removing Configuration Parameters
Repackaging the Rule Team Server EAR
Publish a Project
After completing the installation, Rule Team Server is ready to be used but does not contain
a rule project. If you open Rule Team Server at this point you will get the following:
You will have to publish a rule project from Rule Studio. Also, if you want to carry out the
tutorials found in the Rule Team Server online help, you will have to publish the following
rule projects from Rule Studio:
◆ loanvalidation-rules (with loanvalidation-xom)
◆ loanvalidation-rules-dependent
1. In Rule Studio click File > Import > General > Existing Projects into Workspace, and
click Next.
2. Click Select root directory and browse to <InstallDir>/studio/tutorials/
shared and click OK.
3. Select the projects and click Finish. Then publish them to Rule Team Server.
Related Tasks
Completing the Installation Using Ant Tasks
Completing the Installation Using the Installation Manager
This section provides instructions on installing the Rule Execution Server JRules module on
WebSphere Application Servers.
In this Section
Installing Rule Execution Server on WebSphere Application Server 5.1
Installing Rule Execution Server on WebSphere Application Server 6.0
Installing Rule Execution Server on WebSphere Application Server 6.1
Rule Execution Server Database Driver Issues
Rule Execution Server Deployment on Clusters
ILOG provides a specific integration extension for the IBM WebSphere Process Server
(WPS) platform: http://www.ilog.com/solutions/business/bpm/ibmwps.cfm
◆ Step 3. Changing Persistence from the default database persistence to file persistence, if
required.
◆ Step 4. Creating a Data Source and Connection Pool on WebSphere 5.1.
◆ Step 6. Deploying the Rule Execution Server Management EAR on WebSphere 5.1.
◆ Step 7. Activating Security on WebSphere 5.1 through the definition of a custom registry,
and mapping security roles.
◆ Step 8. Deploying the Rule Execution Server Console Online Help.
A readme file in this directory provides additional information on the scripts provided.
The schema_derby.sql script creates a schema named BRES, so you may need to
reconfigure your datasource so that it connects to the Derby database as user BRES.
For the Oracle database, in addition to tables and indexes, a sequence and a trigger are also
created. The SQL scripts schema_oracle.sql and schema_oracle_plsql.sql are
provided for this task. The scripts should be run in the following sequence:
1. schema_oracle.sql
2. schema_oracle_plsql.sql
When using an Oracle database, you should run all scripts in the SQL Plus client.
Any tool that can handle SQL can be used to import and run the SQL scripts. The tools
provided for each database include:
◆ cview – Cloudscape
Note: There is no optimization in the scripts. For better performance, you can modify the
parameters that create the resources to fit your database configuration and data.
5. In Cview, copy and paste the contents of the schema file into the window under the tab
Database.
6. Deselect Stop on Error and click execute ( ).
7. In the left frame open Database_Name > Tables and check that the tables have been
created.
8. In Cview select File > Exit.
The following example creates a new XU (.rar) and a new management stack (EAR) that
are configured to use file persistence:
<import file="${executionserver.home}/lib/classpath-executionserver.xml"/>
<taskdef resource="res-tasks.properties" >
<classpath refid="executionserver.setup.classpath"/>
</taskdef>
<res-setup xuinput="../applicationservers/websphere5/jrules-bres-xu-WAS5.rar"
xuoutput="myxu.rar"
managementInput="../applicationservers/websphere5/jrules-bres-
management-WAS5.ear"
managementOutput="mymgmt.ear" >
<property name="persistence.type" value="file" />
<property name="persistence.datasource.jndi" value="java:/jdbc/
mydatasource" />
</res-setup>
3. The default scope of the provider used by Rule Execution Server is Server1. In the right
pane select Server and click Apply. Some default providers should appear if you use the
default configuration.
4. Click the New button to create a new JDBC provider. It is mandatory to choose an
implementation which supports XA features.
Note: Some drivers (such as Oracle OCI drivers) need to access additional libraries at
runtime (.dll or.so files). As a consequence, you will have to set up your working
environment in order to access these libraries (PATH, LD_LIBRARY_PATH, and so on).
You may have to restart your server in order to take these changes into account.
3. Enter resdatasource as the Name of the data source, jdbc/bresdatasource for the
JNDI Name.
Note: The name of the data source is not important here but the JNDI name is. Be sure to
set it to jdbc/bresdatasource, otherwise the Rule Execution Server will not be able to
use the data source.
4. Click Apply. A connection pool is automatically created and associated with the data
source.
5. Under Additional Properties click Custom Properties.
Depending on the database you want to connect to, you have different properties to
define. Table 6 presents the minimum set of properties required to define the supported
databases. If the driver you use is not listed, please check the documentation of
WebSphere Application Server for more information.
Table 6 Database Driver Properties
Database Properties
DB2 Universal JDBC Driver ◆ databaseName – Actual database name if driverType is set to
4, or a locally cataloged database name if driverType is set to 2
◆ driverType – Possible values are 2 or 4
The following properties are required only if driverType is 4:
◆ serverName – TCP/IP address or host name
Cloudscape JDBC Driver ◆ databaseName – Path to the directory where the files of the
database are stored (for example, c:\dir\subdir\mydb)
Optional parameters:
◆ createDatabase – Default value for the databaseName
parameter. Usually points to a directory that does not exist. If you
want to use this value, set this parameter to the value create
◆ user – Name of the user.
◆ password – The user password.
In the default script provided the user password is PBPUBLIC.
Cloudscape Network ◆ databaseName – Actual name of the database, not the path to the
Server using JDBC driver database directory
◆ driverType – Only value is 4
◆ serverName – TCP/IP address or host name
◆ portNumber – TCP/IP port number
◆ retrieveMessagesfromServerOnGetMessage – Required by
WebSphere, not by the database server. Default value is false.
Set it to true to enable SQLException.getMessage()
6. If you have applied IBM patch PK13771, continue to Step 7. Otherwise, click Apply and
Save at the top of the page to confirm a save to the master configuration.
10. Define the User ID and Password used to access the database.
Click OK.
11. In the resdatasource page, for Component-managed Authentication Alias select the
alias you created (DbUser).
12. Click Apply and Save at the top of the page to confirm a save to the master
configuration.
4. Click Next.
5. In the right pane, configure the RAR or accept the default (an empty form) and click OK.
6. Click Save at the top of the pane to finish the configuration. Click Save to confirm the
change.
7. In the left pane, click Resources and Resource Adapters and verify that WebSphere
Relational Resource Adapter is in the list.
8. Click XU and under Additional Properties at the bottom of the page, click J2C
Connection Factories.
9. Click New.
12. At the top of the page click Save and the Save button to update the master repository
with your changes.
4. Click Next.
5. Select Generate Default Bindings and click Next to accept the default settings for the
application bindings.
Click Continue to accept the security warning.
6. Click Next to accept the default settings for Step 1 of the application installation.
13. Click the Save button to confirm a save to the master configuration.
15. In the Enterprise Applications page select ILOG Rule Execution Server and click
Start to start the application.
Click Apply.
3. Scroll down to the section Related Items.
Click OK.
5. Click Save to apply the changes to the master configuration and when prompted, Save
again to confirm the changes.
WebSphere Application Server supports the J2EE model for creating, assembling, securing,
and deploying applications.
By default, the Rule Execution Server Console does not require security in WebSphere.
However, to activate access control for Rule Execution Server in WebSphere 5.1, perform
the following steps.
4. Click New. Define the groupsFile property with the path to the file that contains the
group definition.
5. Click Save at the top of the page and the Save button to update the master repository
with your changes.
6. According to your USER_INSTALL_ROOT variable (WAS_HOME, by default), create a
directory named bres and then create two files named users.props and
groups.props in ${USER_INSTALL_ROOT}/bres.
The property files must define the following:
a. A websphere/wasadmin user for the WebSphere Administrative Console
authentication.
b. A bres/bresgroup for the Rule Execution Server Console authentication.
2. Check Enabled. Note that Enforce Java 2 Security is selected automatically. If you
retain this setting you will need to change the class loading sequence of the EAR and
WAR files as described in Changing the Class Loader Mode on WebSphere 5.1.
3. For Active user registry select Custom.
Note: You may be prompted to enter the Server User ID and Server User Password. By
default this is websphere/websphere. Click Apply and Save.
6. Restart your server for the changes to take effect. You will be required to log on using a
User ID/Password. By default this is websphere/websphere.
4. Click Apply.
5. Click OK. At the top of the page click Save and the Save button to update the master
repository with your changes. Restart the server.
3. Click Search.
4. Select the bres item. To do this click on it under Available and use >> to move it to the
Selected column.
5. Click OK to return to the Mapping Users to Roles page.
9. Select the bresgroup item. To do this click on it under Available and use >> to move it
to the Selected column.
10. Click OK to return to the Mapping Users to Roles page.
12. Click OK. At the top of the page click Save and the Save button to update the master
repository with your changes.
To apply these settings to the Rule Execution Server Console, you must restart the
application from the list of the installed applications in the WebSphere Administrative
Console.
Security Policies for the Rule Execution Server Console
When the global security of WebSphere is activated, the MBean server cannot be accessed
from the deployed application.
These security policies must be overridden for the Rule Execution Server Console because it
needs to record and manage a set of MBeans. Rule Execution Server is packaged with a
specific policy file that overrides the server policies.
This file is packaged in an EAR file was.policy in the META-INF directory.
6. Click Next to accept the default settings for Step 1 of the application installation.
10. Once the installation is complete, click Save to Master Configuration and the Save
button to confirm a save to the master configuration.
11. In the left pane, click Applications and Enterprise Applications. Select Rule
Execution Server Console Online Help and click Start to start the application.
3. Save the file and repackage the WAR into the EAR.
You may need to restart WebSphere and the Rule Execution Server Console for the online
help to function correctly.
If your browser is not running on the same host as the application server, you can replace
localhost with <host>.
2. Sign in to the Rule Execution Server Console (the default user ID and password is bres/
bres).
4. Click Run Diagnostics. You should see a report similar to the following:
Important: To let a scalable number of users access resources through the Java
components, JCA assigns the task of implementing connection pooling to application
server vendors. On WebSphere Application Server, the pool size is not instantiated
beforehand and therefore prevents the server diagnostic from validating a Rule Execution
Server before the first execution of a rule engine. The diagnostic can validate a
configuration, especially in a cluster, by check invoked XUs registered with the
management model.
If the diagnostic is performed before any XUs have been invoked, the test is passed and a
message is displayed verifying that no XU(s) have been initialized.
4. Click Next.
5. Select Generate Default Bindings and click Next to accept the default settings for the
application bindings.
6. Click Continue to accept the security warning.
Click Next.
9. Click Next to complete Step 3.
11. In Step 5, if you have activated security select bres_admin and click Lookup groups.
13. Select the bresgroup item. To do this click on it under Available and use >> to move it
to the Selected column.
14. Click OK to return to the Mapping Users to Roles page. Click Next.
17. Click the Save button to confirm a save to the master configuration.
18. Start the Scenario Service Provider by selecting Applications > Enterprise
Applications, selecting SSP and clicking Start.
The scenario service provider application can be configured in the web.xml of the Rule
Execution Server Console using the parameter name:
ilog.rules.res.SSP_CONTEXT
persistenceProperties="ilog.rules.bres.xu.ruleset.fs.IlrFileRulesetInformationP
rovider.repositoryDirPath=c:/res-data-v6"
traceLevel="FINE"
traceAutoflush="true"
plugins="{pluginClass=ilog.rules.bres.ras.plugin.IlrExecutionTracePlugin},
{pluginClass=ilog.rules.res.decisionservice.plugin.IlrWsdlGeneratorPlugin}"/>
</ssp-setup>
</target>
◆ Through the Rule Scenario Manager Console, by selecting Admin > SSP Servers.
4. Click Next.
5. Select Generate Default Bindings and click Next to accept the default settings for the
application bindings.
6. Click Continue to accept the security warning.
7. Click Next to accept the default settings for Step 1 of the application installation.
8. Click Next to accept the default settings for Step 2 of the application installation. The
JNDI name must be set to:
eis/XUConnectionFactory
12. Click the Save button to confirm a save to the master configuration.
14. In the Enterprise Applications page, select JRules Decision Service and click Start to
start the application.
The hosted transparent decision service requires that you set the web container customer
property DecodeUrlAsUTF8 to False to support a localized ruleset path, as follows:
1. Open the WebSphere Administrative Console.
2. Click Servers > Application servers > server_name > Web container settings > Web
container > Custom properties.
3. Click Add customer properties.
◆ Step 6. Deploying the Rule Execution Server Management EAR on WebSphere 6.0.
◆ Step 8. Activating Security on WebSphere 6.0 through the definition of a custom registry,
and mapping security roles.
◆ Step 9. Running Rule Execution Server Diagnostic to confirm connectivity.
3. Save the file and repackage the WAR into the EAR.
You may need to restart WebSphere and the Rule Execution Server Console for the online
help to function correctly.
<InstallDir>/executionserver/bin
The Ant task element attributes are as follows:
The following example creates a new XU (.rar) and a new management stack (EAR) that
are configured to use file persistence:
A readme file in this directory provides additional information on the scripts provided.
The schema_derby.sql script creates a schema named BRES, so you may need to
reconfigure your datasource so that it connects to the Derby database as user BRES.
For the Oracle database, in addition to tables and indexes, a sequence and a trigger are also
created. The SQL scripts schema_oracle.sql and schema_oracle_plsql.sql are
provided for this task. The scripts should be run in the following sequence:
1. schema_oracle.sql
2. schema_oracle_plsql.sql
When using an Oracle database, you should run all scripts in the SQL Plus client.
Any tool that can handle SQL can be used to import and run the SQL scripts. The tools
provided for each database include:
◆ cview – Cloudscape
To access the database, the database user must have a user ID and a password. The database
user must have complete privileges on the tables and view of the schema (create, insert,
delete). They must also have create index privileges.
On Oracle, the database user must also have create trigger and create sequence privileges.
A client should be installed for the database that you use. Please refer to the documentation
of these tools for more information.
Note: There is no optimization in the scripts. For better performance, you can modify the
parameters that create the resources to fit your database configuration and data.
5. In Cview, copy and paste the contents of the schema file into the window under the tab
Database.
6. Deselect Stop on Error and click execute ( ).
7. In the left frame open Database_Name > Tables and check that the tables have been
created.
8. In Cview select File > Exit.
6. Check that the class path to the JAR of your driver and the implementation class are
correct. Default values are usually sufficient.
Click Apply.
Note: Some drivers (such as Oracle OCI drivers) need to access additional libraries at
runtime (.dll or.so files). As a consequence, you will have to set up your working
environment in order to access these libraries (PATH, LD_LIBRARY_PATH, and so on).
You may have to restart your server in order to take these changes into account.
The Additional Properties panel appears at the side of the page. This will allow you to
create the data source.
2. The JDBC provider you want to create the data source for and click Data Sources in
Additional Properties.
3. Click New to create a new data source.
4. Enter resdatasource as the Name of the data source, jdbc/bresdatasource for the
JNDI name, and the Database name which depends on the database type (see Table 9).
For Cloudscape this is normally the path to the directory where the files of the database
are stored. For DB2 this is the name of the database.
Note: The name of the data source is not important here but the JNDI name is. Be sure
to set it to jdbc/bresdatasource, otherwise the Rule Execution Server will not be
able to use the data source.
6. Select a data store helper class that is suitable to your database. The default provided is
normally sufficient.
7. Click Apply. A connection pool is automatically created and associated with the data
source and the Additional Properties panel is activated.
8. Click Custom Properties in Additional Properties.
Depending on the database you want to connect to, you have different properties to
define. Table 9 presents the minimum set of properties required to define the supported
databases. If the driver you use is not listed, please check the documentation of
WebSphere Application Server for more information.
Table 9 Database Driver Properties
Database Properties
DB2 Universal JDBC Driver ◆ databaseName – Actual database name if the driverType is set
to 4, or a locally cataloged database name if the driverType is
set to 2
◆ driverType – Possible values are 2 or 4
The following properties are required only if the driverType is 4:
◆ serverName – TCP/IP address or host name
Database Properties
Cloudscape Network ◆ databaseName – Actual name of the database, not the path to the
Server using JDBC driver database directory
◆ driverType – Only value is 4
◆ serverName – TCP/IP address or host name
◆ portNumber – TCP/IP port number
◆ retrieveMessagesfromServerOnGetMessage – Required by
WebSphere, not by the database server. Default value is false.
Set it to true to enable SQLException.getMessage()
9. If you want to protect the password you can use an alias instead of the custom properties.
Specify it in the Component-managed Authentication Alias of the datasource. To
create the alias use the J2EE Connector Architecture (J2C) authentication data link
to set the name and password.
10. Click New to add the Name user and Value (for example, PBPUBLIC) to define the user
to connect to the database. Click OK.
11. To create a password repeat step 7 and specify password for Name and PBPUBLIC (for
example) for Value. Click OK.
12. At the top of the page click Save and Save again to confirm the change to JDBC
providers.
3. In the right pane, set the scope to the node and click Apply.
Click Next.
6. In the right pane, configure the RAR or accept the default (an empty form) and click OK.
7. You are prompted to Save changes to the Master Configuration. Click Save again to
confirm the change.
8. In the left pane, click Resources and Resource Adapters and verify that WebSphere
Relational Resource Adapter is in the list.
9. Click XU then under Additional Properties, click J2C connection factories.
13. At the top of the page click Save and Save again to confirm the change.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/executionserver/applicationservers/websphere6/jrules-bres-
management-WAS6.ear
Click Next.
4. Select the checkbox Generate Default Bindings and click Next.
7. In Step 2 select ILOG Rule Execution Server Console and click Next.
c. Click Apply.
10. In Step 3 for the javax.sql.DataSource, set multiple existing resource JNDI names:
a. Scroll down to the table and select ILOG Rule Execution Server Console.
c. Click Apply.
11. In Step 4 select ILOG Rule Execution Server Console and click Next.
For more information on how to activate security, see Step 8. Activating Security on
WebSphere 6.0.
13. In Step 6 click Finish to accept the default settings and start the installation.
The installation starts. When complete the message Application ILOG Rule Execution
Server installed successfully is displayed. Save changes to the master configuration.
14. In the left pane, click Applications and Enterprise Applications.
15. In the Enterprise Applications page select ILOG Rule Execution Server Console and
click Start to start the application.
2. Select Application > Enterprise Applications and click ILOG Rule Execution Server
Console.
3. In the section Class Loading and File Update Detection, for Class loader mode select
Parent Last.
4. In the section Related Items, click on Web modules and then on jrules-bres-
management-WAS6.ear.
5. In the section Class loader mode, select Parent Last. Click OK.
6. Click Save to apply changes to the master configuration and when prompted, Save again
to confirm the changes.
WebSphere Application Server supports the J2EE model for creating, assembling, securing,
and deploying applications.
By default, the Rule Execution Server Console does not require security in WebSphere.
However, to activate access control for Rule Execution Server in WebSphere Application
Server 6.0, perform the following steps.
5. Click New and define the groupsFile property, which defines the path to the file that
contains the group definition.
7. At the top of the page click Save. Click the Save button to confirm a save to the master
configuration.
4. Click Apply. At the top of the page click Save. Click the Save button to confirm a save
to the master configuration.
5. Restart your server.
6. Refresh the WebSphere Administrative Console. You will be required to log on using a
User ID/Password. By default this is websphere/websphere.
4. Select the bres item. To do this click on it under Available and use >> to move it to the
Selected column.
5. Click OK to return to the Mapping users to roles page.
8. Select the bresgroup item. To do this click on it under Available and use >> to move it
to the Selected column.
9. Click OK to return to the Mapping Users to Roles page.
Click OK.
11. At the top of the page click Save. Click the Save button to confirm a save to the master
configuration.
To apply these settings to the Rule Execution Server Console, you must restart the
application from the list of the installed applications in the WebSphere Console.
If your browser is not running on the same host as the application server, you can replace
localhost with <host>.
2. Sign in to the Rule Execution Server Console (the default user ID and password is bres/
bres).
4. Click Run Diagnostics. You should see a report similar to the following:
Important: To let a scalable number of users access resources through the Java
components, JCA assigns the task of implementing connection pooling to application
server vendors. On WebSphere Application Server, the pool size is not instantiated
beforehand and therefore prevents the server diagnostic from validating a Rule Execution
Server before the first execution of a rule engine. The diagnostic remains useful to validate
a configuration, especially in a cluster, to check invoked XUs registered with the
management model.
If the diagnostic is performed before any XUs have been invoked, the test is passed and a
message is displayed verifying that no XU(s) have been initialized.
2. The SSP application can be configured in the web.xml of the Rule Execution Server
Console using the parameter name:
ilog.rules.res.SSP_CONTEXT
persistenceProperties="ilog.rules.bres.xu.ruleset.fs.IlrFileRulesetInformationP
rovider.repositoryDirPath=c:/res-data-v6"
traceLevel="FINE"
traceAutoflush="true"
plugins="{pluginClass=ilog.rules.bres.ras.plugin.IlrExecutionTracePlugin},
{pluginClass=ilog.rules.res.decisionservice.plugin.IlrWsdlGeneratorPlugin}"/>
</ssp-setup>
</target>
◆ Through the Rule Scenario Manager Console, by selecting Admin > SSP Servers.
3. In the right pane, select Local file system and Browse to:
<InstallDir>\executionserver\applicationservers\websphere6\jrules
-bres-ootbds-WAS6.ear
4. Click Next.
10. In the Enterprise Applications page select JRules Decision Service and click Start to
start the application.
2. Click Servers > Application servers > server_name > Web container settings > Web
container.
3. Under Additional Properties, click Custom Properties.
4. Click Add customer properties and enter DecodeUrlAsUTF8 as the name and False
as the value.
5. Click Apply and Save.
Be aware that this setting impacts all applications deployed on the server. For more
information on checking that the hosted transparent decision service has been deployed
successfully, refer to the Rule Execution Server Console online help.
◆ Step 3. Changing Persistence on WebSphere 6.1 from the default database persistence to
file persistence, if required.
◆ Step 4. Creating a Data Source and Connection Pool on WebSphere 6.1.
◆ Step 6. Deploying the Rule Execution Server Management EAR on WebSphere 6.1.
◆ Step 8. Activating Security on WebSphere 6.1 through the definition of a custom registry,
and mapping security roles.
◆ Step 9. Running Rule Execution Server Diagnostic to confirm connectivity.
A readme file in this directory provides additional information on the scripts provided.
The schema_derby.sql script creates a schema named BRES, so you may need to
reconfigure your datasource so that it connects to the Derby database as user BRES.
For the Oracle database, in addition to tables and indexes, a sequence and a trigger are also
created. The SQL scripts schema_oracle.sql and schema_oracle_plsql.sql are
provided for this task. The scripts should be run in the following sequence:
1. schema_oracle.sql
2. schema_oracle_plsql.sql
When using an Oracle database, you should run all scripts in the SQL Plus client.
Any tool that can handle SQL can be used to import and run the SQL scripts. The tools
provided for each database include:
◆ cview – Cloudscape
Note: There is no optimization in the scripts. For better performance, you can modify the
parameters that create the resources to fit your database configuration and data.
Create a schema in Derby as follows (note that the application server must not be running):
1. Launch <WasInstallDir>/derby/bin/embedded/ij.bat or ij.sh.
2. Connect to the database. For example, to connect to the new database resdb, use the
command:
ij> connect 'jdbc:derby: <was_installation_dir>/derby/databases/
resdb;create=true';
If the script is being run for the first time, some errors related to the drop statements may
occur.
4. Close the ij utility:
ij> quit;
The following example creates a new XU (.rar) and a new management stack (EAR) that
are configured to use file persistence:
<import file="${executionserver.home}/lib/classpath-executionserver.xml"/>
<taskdef resource="res-tasks.properties" >
<classpath refid="executionserver.setup.classpath"/>
</taskdef>
<res-setup xuinput="../applicationservers/websphere6/jrules-bres-xu-WAS6.rar"
xuoutput="myxu.rar"
managementInput="../applicationservers/websphere6/jrules-bres-
management-WAS6.ear"
managementOutput="mymgmt.ear" >
<property name="persistence.type" value="file" />
<property name="persistence.datasource.jndi" value="java:/jdbc/
mydatasource" />
</res-setup>
2. In the left pane open Resources > JDBC and click JDBC Providers.
3. In the right panel in Scope select the Node and Server and click New.
4. In Step 1 select the database type, provider type, and an implementation type that
supports XA features. For example, Derby, Derby JDBC Provider, and XA data
source.
Click Next.
5. Step 2 is skipped and a summary is provided in Step 3, as follows:
Check that the class path to the JAR of your driver and the implementation class are
correct. Default values are usually sufficient.
6. Click Finish and Save to save the changes to the master configuration.
Note: Some drivers (such as Oracle OCI drivers) need to access additional libraries at
runtime (.dll or.so files). As a consequence, you will have to set up your working
environment in order to access these libraries (PATH, LD_LIBRARY_PATH, and so on).
You may have to restart your server in order to take these changes into account.
7.
2. In the right panel in Scope select the Node and Server and click New.
Note: The name of the data source is not important here but the JNDI name is. Be sure
to set it to jdbc/bresdatasource, otherwise Rule Execution Server will not be able
to use the data source.
4. In Step 2 select the JDBC provider you created in the previous section and click Next.
2. Click resdatasource.
If the driver you use is not listed, please check the documentation of WebSphere Application
Server for more information.
Table 12 Database Driver Properties
Database Properties
DB2 Universal JDBC Driver ◆ databaseName – Actual database name if driverType is set to
4, or a locally cataloged database name if driverType is set to 2
◆ driverType – Possible values are 2 or 4
The following properties are required only if driverType is 4:
◆ serverName – TCP/IP address or host name
2. Select the data source you want to test and click Test connection.
3. In the right panel, select the Node and Server and click Install RAR.
Click Next.
5. In the right panel, configure the RAR or accept the default settings and click OK and
Save directly to the master configuration.
6. In the Resource adapters window, set Scope to All scopes and click XU.
2. In the left panel, open Applications and click Install New Application.
3. In the right panel, select Local file system and Browse to:
<InstallDir>/executionserver/applicationservers/websphere6/jrules-bres-
management-WAS6.ear
4. Select the checkbox Show me all installation options and parameters. Click Next.
8. In Step 2 select ILOG Rule Execution Server Console and click Next.
10. In Step 4 select ILOG Rule Execution Server Console and click Next.
11. In Step 5 select ILOG Rule Execution Server Console and click Next.
You will activate security in Step 8. Activating Security on WebSphere 6.1.
12. In Step 6 select ILOG Rule Execution Server Console and click Next to accept the
default settings.
13. In Step 7 and Step 8 click Next.
14. Step 9 provides a summary. Click Finish. When the installation has completed click
Save directly to the master configuration.
4. Select the checkbox Classes loaded with application class loader first.
5. Click OK.
8. Under General Properties, for Class loader order select Classes loaded with
application class loader first.
9. Click OK and Save directly to the master configuration.
2. In the left pane, open Applications and click Install New Application.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/executionserver/online-help/resonlinehelp.ear
4. Select the checkbox Show me all installation options and parameters. Click Next.
8. Step 8 provides a summary. Click Finish. When the installation has completed click
Save directly to the master configuration.
9. In the left pane, open Applications > Enterprise Applications.
10. In the Enterprise Applications page select Rule Execution Server Console Online
Help and click Start to start the applications.
3. Save the file and repackage the WAR into the EAR.
You may need to restart WebSphere and the Rule Execution Server Console for the online
help to function correctly.
WebSphere Application Server supports the J2EE model for creating, assembling, securing,
and deploying applications.
By default, the Rule Execution Server Console does not require security in WebSphere.
However, to activate access control for Rule Execution Server in WebSphere 6.1, perform
the following steps.
#
websphere:websphere:100:0:Websphere Administrator
bres:bres:2:1:BRE Server Administrator
6. In Step 3, the Primary administrative user name should be websphere. For Name
and Value specify usersFile and groupsFile and their corresponding Value, or path
(${USER_INSTALL_ROOT}/jrules/users.props and ${USER_INSTALL_ROOT}/
jrules/groups.props, respectively).
Click Next.
7. In Step 4, review the security configuration summary and click Finish.
8. At the top of the page click Save. Click the Save button to confirm a save to the master
configuration.
9. Click Save. You will need to restart the server to apply the settings.
2. To define how the bres_admin role is mapped in the application server security, select
the bres_admin role and click Lookup users and Search to display the following:
3. Select the bres item. To do this click on it under Available and use >> to move it to the
Selected column.
4. Click OK to return to the Security role to user/group mapping page.
Click OK.
10. At the top of the page click Save directly to the master configuration.
To apply these settings to the Rule Execution Server Console, you must stop and restart the
application from the list of the installed applications in the Integrated Solutions Console
through Applications > Enterprise Applications.
If your browser is not running on the same host as the application server, you can replace
localhost with <host>.
2. Sign in to the Rule Execution Server Console (the default user ID and password is bres/
bres).
4. Click Run Diagnostics. You should see a report similar to the following:
Important: To let a scalable number of users access resources through the Java
components, JCA assigns the task of implementing connection pooling to application
server vendors. On WebSphere Application Server, the pool size is not instantiated
beforehand and therefore prevents the server diagnostic from validating a Rule Execution
Server before the first execution of a rule engine. The diagnostic remains useful to validate
a configuration, especially in a cluster, and to check invoked XUs registered with the
management model.
If the diagnostic is performed before any XUs have been invoked, the test is passed and a
message is displayed verifying that no XU(s) have been initialized.
2. In the left pane, open Applications and click Install New Application.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/executionserver/applicationservers/websphere6/jrules-ssp-
WAS6.ear
4. Select the checkbox Show me all installation options and parameters. Specify a
Context root of ssp. Click Next.
5. Select the checkbox Generate Default Bindings and click Next.
8. In Step 8 if you have activated security select bres_admin and click Lookup groups.
9. Click Search.
10. Select the bresgroup item. To do this click on it under Available and use >> to move it
to the Selected column.
11. Click OK to return to the Mapping Users to Roles page. Click Next.
12. Click Finish. After the installation has completed click Save directly to the master
configuration.
13. In the left panel open Applications > Enterprise Applications. Click SSP.
15. For Polling interval for updated files, specify 0. Select the checkbox Classes loaded
with application class loader first.
16. Click OK.
19. Under General Properties, for Class loader order select Classes loaded with
application class loader first.
20. Click OK.
23. In the Enterprise Applications page select jrules-ssp-WAS6 and click Start to start the
application.
The SPP application can be configured in the web.xml of the Rule Execution Server
Console using the parameter name:
ilog.rules.res.SSP_CONTEXT
persistenceProperties="ilog.rules.bres.xu.ruleset.fs.IlrFileRulesetInformationP
rovider.repositoryDirPath=c:/res-data-v6"
traceLevel="FINE"
traceAutoflush="true"
plugins="{pluginClass=ilog.rules.bres.ras.plugin.IlrExecutionTracePlugin},
{pluginClass=ilog.rules.res.decisionservice.plugin.IlrWsdlGeneratorPlugin}"/>
</ssp-setup>
</target>
◆ Through the Rule Scenario Manager Console, by selecting Admin > SSP Servers.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/executionserver/applicationservers/websphere6/jrules-bres-
ootbds-WAS6.ear
5. Click Next.
10. Once the installation has completed click Save directly to the master configuration.
11. In the left panel open Applications > Enterprise Applications. Click the JRules
Decision Service.
12. Click Class loading and update detection.
14. Select the checkbox Classes loaded with application class loader first.
18. Under General Properties for Class loader order select Classes loaded with
application class loader first.
19. Click OK.
22. In the Enterprise Applications page select JRules Decision Service and click Start to
start the application.
The hosted transparent decision service requires that you set the web container customer
property DecodeUrlAsUTF8 to False to support a localized ruleset path, as follows:
1. Open the Integrated Solutions Console.
5. Click New and enter DecodeUrlAsUTF8 as the Name and False as the Value.
◆ ORACLE XA Features
Cloudscape XA Features
The driver version must be at least 5.1.6.12. This version can be retrieved with the latest Fix
Pack for WebSphere.
ORACLE XA Features
If you need to use XA features with an Oracle 9i database, you have to configure your
database and the server JVM. To do so, you have to run the two scripts initjvm.sql and
initxa.sql that are located in the directory:
ORACLE_HOME/javavm/install
For more information, please contact your DBA or your local ORACLE support.
Related Concepts
Cluster Topology
Cluster Topology
A cluster using Rule Execution Server involves a collaboration between the Rule Execution
Server MBeans. The topology of the cluster has significant influence on the management of
the notification mechanism when a resource is changed.
The following figure shows a basic scenario of a distributed notification mechanism in a
cluster. This type of mechanism is likely to be used several times by the management model
to interact with the various Execution Unit (XU) instances in a cluster. An XU MBean of
type IlrXU is deployed with the XU to collaborate with the Rule Execution Server JMX
infrastructure.
2. The ruleset makes a query to the MBean Server to retrieve all the XU instances in the
cluster (this operation requires a specific implementation for each application server).
3. A notification is sent to each instance.
Related Concepts
Cluster Configuration
Related Concepts
Cluster Configuration
Cluster Topology
Related Reference
Multiple deployment manager cells: http://publib.boulder.ibm.com/
infocenter/wsphelp/index.jsp?topic=/com.ibm.websphere.nd.doc/
info/ae/ae/cins_mudomain.html
This section provides instructions on installing the Rule Scenario Manager JRules module
on WebSphere Application Servers.
In this Section
Installing Rule Scenario Manager on WebSphere Application Server 5.1
Installing Rule Scenario Manager on WebSphere Application Server 6.0
Installing Rule Scenario Manager on WebSphere Application Server 6.1
ILOG provides a specific integration extension for the IBM WebSphere Process Server
(WPS) platform: http://www.ilog.com/solutions/business/bpm/ibmwps.cfm
◆ Step 4. Activating Security through the definition of a custom registry, and mapping
security roles.
◆ Step 5. Changing the Configuration of the Rule Scenario Manager Console.
By default, persistence is set at the database level. For information on configuring the
persistence mode of Rule Execution Server, see Installing Rule Execution Server on
WebSphere Application Server 5.1.
Using an Oracle 9i or 10g Database
If you intend to use an Oracle 9i or 10g database:
1. Unzip the file jrules-rsm-WAS5.ear.
\WEB-INF\classes\resources\config\jpox.ds.properties
and add the following property:
javax.jdo.mapping.Schema=XXX
where XXX is the name, in upper case, of the schema/user to use by default for all classes
persisted using this PMF.
JPOX will prefix all table names with this schema name if the RDBMS supports
specification of schema names in DDL.
4. Re-zip the files into the WAR, and the WAR into the EAR.
5. Deploy the EAR, as described in Step 2. Deploying Rule Scenario Manager EARs on
WebSphere 5.1.
3. The default scope of the provider used by Rule Scenario Manager is Server. In the right
pane select Server and click Apply. Some default providers should appear if you use the
default configuration.
4. Click the New button to create a new JDBC provider. It is not mandatory to choose an
implementation which supports XA features, unless you use the same database as the
Rule Execution Server.
5. For JDBC Providers choose the database type and click OK. In General Properties,
check that the class path to the JAR of your driver and the implementation class are
correct. Default values are usually sufficient. Click OK.
Note: Some drivers (such as Oracle OCI drivers) need to access additional libraries at
runtime (.dll or .so files). As a consequence, you will have to set up your working
environment in order to access these libraries (PATH, LD_LIBRARY_PATH, and so on).
You may have to restart your server in order to take these changes into account.
3. Enter rsmdatasource as the Name of the data source, jdbc/rsmdatasource for the
JNDI Name.
Note: The name of the data source is not important here but the JNDI name is. Be sure to
set it to jdbc/rsmdatasource, otherwise Rule Scenario Manager will not be able to use
the data source.
4. Click Apply. A connection pool is automatically created and associated with the data
source.
5. Click Custom Properties in Additional Properties.
Depending on the database you want to connect to, you have different properties to
define. Table 13 presents the minimum set of properties required to define the supported
Database Properties
DB2 Universal JDBC Driver ◆ databaseName – Actual database name if driverType is set to
4, or a locally cataloged database name if driverType is set to 2
◆ driverType – Possible values are 2 or 4
The following properties are required only if driverType is 4:
◆ serverName – TCP/IP address or host name
6. If you have applied IBM patch PK13771, continue to Step 7. Otherwise, click Apply and
Save at the top of the page to confirm a save to the master configuration.
7. At the bottom of the page, under Related Items click J2C Authentication Data
Entries.
8. Click New.
10. Define the User ID and Password used to access the database.
Click OK.
11. In the rsmdatasource page, for Component-managed Authentication Alias select the
alias you created (DbUser).
12. Click Apply and Save at the top of the page to confirm a save to the master
configuration.
<InstallDir>/scenariomanager/applicationservers/websphere5/
jrules-rsm-WAS5.ear
4. Click Next.
5. Select Generate Default Bindings and click Next to accept the default settings for the
application bindings.
Click Continue to accept the security warning.
6. Click Next to accept the default settings for Step 1 of the application installation.
Click Next.
8. Click Next to complete Step 3.
12. Repeat the above steps to deploy the RSM online help:
<InstallDir>/scenariomanager/online-help/rsmonlinehelp.ear
14. Click the Save button to confirm a save to the master configuration.
16. In the Enterprise Applications page select RSM and click Start to start the application.
6. Click Save to apply changes to the master configuration and when prompted, Save again
to confirm the changes.
WebSphere Application Server supports the J2EE model for creating, assembling, securing,
and deploying applications.
By default, the Rule Scenario Manager Console does not require security in WebSphere.
However, to activate access control for Rule Scenario Manager in WebSphere 5.1, follow
the steps in the next section.
3. Click New. Define the usersFile property with the path to the file that contains the
user definition.
4. Click New. Define the groupsFile property with the path to the file that contains the
group definition.
5. Click Save at the top of the page and the Save button to update the master repository
with your changes.
6. According to your USER_INSTALL_ROOT variable (WAS_HOME, by default), create a
directory named rsm and then create two files named users.props and
groups.props in ${USER_INSTALL_ROOT}/jrules.
The property files must define the following:
a. A websphere/wasadmin user for the WebSphere Administrative Console
authentication.
b. A rsm/rsmgroup for the Rule Scenario Manager Console authentication.
The users.props file must contain the users definition:
# Format:
# name:passwd:uid:gids:display name
# where name = userId/userName of the user
# passwd = password of the user
Note: You may be prompted to enter the Server User ID and Server User Password. By
default this is websphere/websphere. Click Apply and Save.
5. Restart your server for the changes to take effect. You will be required to log on using a
User ID/Password. By default this is websphere/websphere.
4. Click Apply.
8. Click Search.
If your browser is not running on the same host as the application server, you can replace
localhost with <host> or the TCP/IP address.
According to the application server security assignment, enter the login name and password
of a Rule Scenario Manager user and click Sign in. The rsm_user role must be assigned a
user with a password. The default username/password for Rule Scenario Manager is rsm/
rsm.
verbose="true">
<extensions descFile="./data/extensions.xml">
<fileset dir="./data">
<include name="myPackage.jar"/>
</fileset>
</extensions>
<configuration
emptyXmlGridFile="./data/emptyXmlGridTemplate.xml"
traceFilterFile="./data/tracefilter.properties"
log4jFile="./data/log4j.properties"
jpoxFile="./data/jpox.properties"
jdoDataMaxSize="6400"
rsmOnlinehelp="/rsmonlinehelpamoi"
doublePrecision="1E-3" //default is IE-2
stringCaseSensitivity="PRECISION_STR_CASE_SENSITIVE" //default is
PRECISION_STR_NO_CASE_SENSITIVE
datePrecision="YMD" //other values are YMDMHMS (default) | YMDHH
emptyGridServiceAvailable="false" //default is true
downloadFormat="BOTH"//other values are EXCEL (default) | XML
samApplication="myApplicationName"
autoSaveReport="false" //default is true
birtAvailable="false" //default is true/>
<templates
excelGridFile="./data/rsmEmptyGridTemplate.xls"
rsmReportFile="./data/rsmReportTemplate.xls"
scenarioRptdesignFile="./data/Scenario.rptdesign"
suiteRptdesignFile="./data/Suite.rptdesign"
simulationRptdesignFile="./data/Simulation.rptdesign"/>
</rsm-console-setup>
</target>
◆ Step 4. Activating Security through the definition of a custom registry, and mapping
security roles.
◆ Step 5. Changing the Configuration of the Rule Scenario Manager Console.
\WEB-INF\classes\resources\config\jpox.ds.properties
and add the following property:
javax.jdo.mapping.Schema=XXX
where XXX is the name, in upper case, of the schema/user to use by default for all classes
persisted using this PMF.
JPOX will prefix all table names with this schema name if the RDBMS supports
specification of schema names in DDL.
4. Re-zip the files into the WAR, and the WAR into the EAR.
Deploy the EAR, as described in Step 2. Deploying Rule Scenario Manager EARs on
WebSphere 6.0.
3. The default scope of the provider used by Rule Scenario Manager is Server. In the right
pane select Server and click Apply. Some default providers should appear if you use
default configuration.
4. Click the New button to create a new JDBC provider:
In Step 1 choose the database type.
In Step 2 choose the JDBC provider.
In Step 3, in the pull-down menu, choose the implementation type. Choose an
implementation which supports XA features if you intend to use the same database as the
Rule Execution Server.
5. Click Next.
6. Check that the class path to the JAR of your driver and the implementation class are
correct. Default values are usually sufficient.
7. Click Apply.
Note: Some drivers (such as Oracle OCI drivers) need to access additional libraries at
runtime (.dll or .so files). As a consequence, you will have to set up your working
environment in order to access these libraries (PATH, LD_LIBRARY_PATH, and so on).
You may have to restart your server in order to take these changes into account.
The Additional Properties panel must appear on the bottom of the page. This will allow
you to create the data source.
To create a data source and a connection pool:
1. Click Data Sources in Additional Properties.
3. Enter rsmdatasource as the name of the data source, jdbc/rsmdatasource for the
JNDI name, and the database name, which depends on the database type, see Table 14.
For DB2 this is the name of the database.
Note: The name of the data source is not important here but the JNDI name is. Be sure to
set it to jdbc/rsmdatasource, otherwise Rule Scenario Manager will not be able to use
the data source.
5. Click Apply. A connection pool is automatically created and associated with the data
source and the Additional Properties panel appears.
6. Click Custom Properties in Additional Properties.
Depending on the database you want to connect to, you have different properties to
define. Table 14 presents the minimum set of properties required to define the supported
databases. If the driver you use is not listed, please check the documentation of
WebSphere Application Server for more information databases. If the driver you use is
not listed, please check the documentation of WebSphere Application Server for more
information.
Database Properties
DB2 Universal JDBC Driver ◆ databaseName – Actual database name if driverType is set to
4, or a locally cataloged database name if driverType is set to 2
◆ driverType – Possible values are 2 or 4
The following properties are required only if driverType is 4:
◆ serverName – TCP/IP address or host name
7. Click New to add the Name user and Value (for example, PBPUBLIC) to define the user
to connect to the database. Click OK.
8. To create a password repeat step 7 and specify password for Name and PBPUBLIC (for
example) for Value. Click OK.
9. At the top of the page click Save and Save again to confirm the change to JDBC
providers.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/scenariomanager/applicationservers/websphere6/
jrules-rsm-WAS6.ear
Click Next.
4. Select the checkbox Generate Default Bindings and click Next. Click Continue to
accept the security warning.
5. In Step 1 click Next to accept the default settings.
9. In Step 5 click Next for no security. For information on activating security, see Step 4.
Activating Security.
10. Click Next to accept the default settings in Step 6.
12. Repeat the above steps to deploy the RSM online help:
<InstallDir>/scenariomanager/online-help/rsmonlinehelp.ear
13. Once the Application RSM console has installed successfully, click Save to Master
Configuration.
14. Click Save to confirm the change.
16. In the Enterprise Applications page select RSM and click Start to start the application.
3. In the section Class Loading and File Update Detection, for Class loader mode select
Parent Last.
Click Apply.
4. In the section Related Items, click on Web modules and then on jrules-rsm.war.
5. In the section Class loader mode, select Parent Last. Click OK.
6. Click Save to apply changes to the master configuration and when prompted, Save again
to confirm the changes.
WebSphere Application Server supports the J2EE model for creating, assembling, securing,
and deploying applications.
By default, the Rule Scenario Manager Console does not require security in WebSphere.
However, to activate access control for Rule Scenario Manager in WebSphere 6.0, perform
the following.
5. Click New and define the groupsFile property, which defines the path to the file that
contains the group definition.
4. Click Apply. At the top of the page click Save. Click the Save button to confirm a save
to the master configuration.
5. Restart your server.
6. Refresh the WebSphere Administrative Console. You will be required to log on using a
User ID/Password. By default this is websphere/websphere.
1. In the WebSphere Console open System administration > Console settings > Console
groups.
2. Click Add. Enter the group name rsmgroup and for Role(s) select Operator.
Click Apply.
3. Click OK. At the top of the page click Save. Click the Save button to confirm a save to
the master configuration.
Click OK.
11. At the top of the page click Save. Click the Save button to confirm a save to the master
configuration.
To apply these settings to the Rule Scenario Manager Console, you must restart the
application from the list of the installed applications in the WebSphere Console.
◆ Step 4. Activating Security on WebSphere 6.1 through the definition of a custom registry,
and mapping security roles.
◆ Step 5. Changing the Configuration of the Rule Scenario Manager Console.
\WEB-INF\classes\resources\config\jpox.ds.properties
and add the following property:
javax.jdo.mapping.Schema=XXX
where XXX is the name, in upper case, of the schema/user to use by default for all classes
persisted using this PMF.
JPOX will prefix all table names with this schema name if the RDBMS supports
specification of schema names in DDL.
4. Re-zip the files into the WAR, and the WAR into the EAR.
5. Deploy the EAR, as described in Step 6. Deploying the Rule Execution Server
Management EAR on WebSphere 6.1.
2. In the left panel open Resources > JDBC and click JDBC Providers.
3. In the right panel in Scope select the Node and Server and click New.
4. In Step 1 select the database type, provider type, and an implementation type that
supports XA features. For example, Derby, Derby JDBC Provider, and XA data
source.
Click Next.
5. A summary is provided in Step 3, as follows:
Check that the class path to the JAR of your driver and the implementation class are
correct. Default values are usually sufficient.
6. Click Finish and Save directly to the master configuration.
Note: Some drivers (such as Oracle OCI drivers) need to access additional libraries at
runtime (.dll or.so files). As a consequence, you will have to set up your working
environment in order to access these libraries (PATH, LD_LIBRARY_PATH, and so on).
You may have to restart your server in order to take these changes into account.
2. In the right panel in Scope select the Node and Server and click New.
Note: The name of the data source is not important here but the JNDI name is. Be sure
to set it to jdbc/rsmdatasource, otherwise Rule Scenario Manager will not be able
to use the data source.
4. In Step 2 select the JDBC provider you created in the previous section or an existing
provider and click Next.
5. In Step 3, enter the specific database properties for the data source. For Derby, this is the
path used to create the database (see Table 15 for more information). De-select Use this
data source in container managed persistence (CMP).
Click Next.
6. In Step 4, a summary of the data source is provided.
2. Click rsmdatasource.
Database Properties
DB2 Universal JDBC Driver ◆ databaseName – Actual database name if driverType is set to
4, or a locally cataloged database name if driverType is set to 2
◆ driverType – Possible values are 2 or 4
The following properties are required only if driverType is 4:
◆ serverName – TCP/IP address or host name
1. In the Integrated Solutions Console open Resources > JDBC and click Data sources.
2. Select the data source you want to test and click Test connection.
If the test fails, you will need to correct the problem before continuing.
For more information on connection pools and data sources, please refer to the
documentation of IBM WebSphere.
2. In the left pane, open Applications and click Install New Application.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/scenariomanager/applicationservers/websphere6/
jrules-rsm-WAS6.ear
4. Select the checkbox Show me all installation options and parameters. Click Next.
5. Select the checkbox Generate Default Bindings and click Next. Click Continue to
accept the security warning.
6. In Step 1 click Next to accept the default settings.
4. Select the checkbox Classes loaded with application class loader first.
5. Click OK.
7. Under General Properties for Class loader order select Classes loaded with
application class loader first.
8. Click OK.
11. In the Enterprise Applications page select RSM and click Start to start the application.
2. In the left pane, open Applications and click Install New Application.
3. In the right pane, select Local file system and Browse to:
<InstallDir>/scenariomanager/online-help/rsmonlinehelp.ear
4. Select the checkbox Show me all installation options and parameters. Click Next.
8. Step 8 provides a summary. Click Finish. When the installation has completed click
Save directly to the master configuration.
9. In the left pane, open Applications > Enterprise Applications.
10. In the Enterprise Applications page select Rule Scenario Manager Online Help and
click Start to start the application.
6. In Step 3, the Primary administrative user name should be websphere. For Name
and Value specify usersFile and groupsFile and their corresponding Value, or path
(${USER_INSTALL_ROOT}/jrules/users.props and ${USER_INSTALL_ROOT}/
jrules/groups.props, respectively).
Click Next.
7. In Step 4, review the security configuration summary and click Finish.
1. In the Integrated Solutions Console open Users and Groups > Administrative Group
Roles.
2. Click Add. Enter the group name rsmgroup and for Role(s) select Operator.
Click Apply.
3. Click Save directly to the master configuration.
2. To define how the rsm_user role is mapped in the application server security, select the
rsm_user role and click Lookup users and Search to display the following:
3. Select the rsm item. To do this click on it under Available and use >> to move it to the
Selected column.
4. Click OK to return to the Security role to user/group mapping page.
Click OK.
10. Click Save directly to the master configuration.
To apply these settings to the Rule Scenario Manager Console, you must stop and restart the
application RSM in the Enterprise Applications page.
Security Policies for the Rule Scenario Manager Console
When the global security of WebSphere is activated, the MBean server cannot be accessed
from the deployed application.
These security policies must be overridden for the Rule Scenario Manager Console because
it needs to record and manage a set of MBeans. Rule Scenario Manager is packaged with a
specific policy file that overrides the server policies.
This file is packaged in an EAR file was.policy in the META-INF directory.
If your browser is not running on the same host as the application server, you can replace
localhost with <host> or the TCP/IP address.
According to the application server security assignment, enter the login name and password
of a Rule Scenario Manager user and click Sign in. The rsm_user role must be assigned a
user with a password. The default username/password for Rule Scenario Manager is rsm/
rsm.