Executing the Product Data Exchange Solution Scenario

The Product Data Exchange Solution Scenario can be executed in Business Space. You can view the end-to-end execution, view reports, and also view the transaction state using the different forms and reports in Business Space.

Before you begin

Ensure that the following prerequisites are complete before you execute the Solution Scenario.
Note: As part of the installation, the endpoints used within the Solution Scenario are set to the port 9080 by default. If the Solution Scenario EAR files are deployed on different ports, it is recommended to use a monitoring utility, such as TCPMon, to act as a proxy to the actual endpoint.

About this task

The Product Manager can execute the Product Data Exchange Solution Scenario in Business Space by logging on to Business Space, initiating a request, selecting the product component with Technical Solution using forms, and submitting the data for processing. Next, the Design Engineer can work on the request by adding or modifying the product component part information. Finally, the Product Manager needs to verify and merge or reject the changes for the product component.
Note: Some of the fields, used in the forms, for this Solution Scenario are programmed using basic validations. You can verify the validation for the field by moving the mouse pointer over the field.

The fields in which data is required are labeled with an asterisk (*). The Submit button in the form is disabled until you provide a value in all such fields in a form.

You can start the Solution Scenario in Business Space to view the Getting Started Widget. The Getting Started Widget lists the assets and the steps for using the Solution Scenario.

Table 1. Widgets to roles mapping
Roles/Pages Getting Started My Task Dashboard Process Process Check
Product Manager Yes Yes N/A N/A N/A
Design Engineer Yes Yes N/A N/A N/A
Portfolio Manager Yes N/A Yes N/A N/A
Project Manager Yes N/A N/A Yes Yes

The roles for the Solution Scenario are given in the following table.

Table 2. Roles and users mapping
Group User User ID Password
Product Manager Adam Smith Adam password
Design Engineer Jay Walk and Peter Henderson Jay, Peter password
Portfolio Manager David Campbell David password
Project Manager Bonnie Daniel Bonnie password

Procedure

  1. Open the Business Space portal.
  2. Create a work request.
    1. Log on to Business Space with the user ID as Adam and Password as password.
      Note: The default password for the user when you configure the Solution Scenario using scripts is password. If you configure the Solution Scenario manually, you must use the password that you specified for the user registry in WebSphere Process Server. For more information, see the Configuring the user registry in WebSphere Process Server section in the Installation Guide.
    2. Open the Product Data Exchange space.
      Note: For more information about configuring the Solution Scenario, see Configuring the Product Data Exchange Solution Scenario.
    3. Open the My Tasks page.
    4. In the Task Definitions List widget, select the Log into PDM System check box and click the Create an instance of this task definition icon Create an instance of this task definition icon. Enter the required values and click Submit to log on to the PDM system.
    5. In the Tasks List widget, select the Choose the Product Component check box and click the Edit this form icon Edit this form icon. The Product Component listing form is displayed in the Task Information widget.
    6. Select a product for Technical Solution, and click Submit.
    7. In the Tasks List widget, select the Submit Work Request check box and click the Edit this form icon Edit this form icon. The Work Request form is displayed in the Task Information widget.
    8. Enter the work request information and click Submit.
  3. Receive the part information.
    1. Log on to Business Space using the user ID for a Design Engineer as Jay and the Password as password.
      Note: The default password for the user when you configure the Solution Scenario using scripts is password. If you configure the Solution Scenario manually, you must use the password that you specified for the user registry in WebSphere Process Server. For more information, see the Configuring the user registry in WebSphere Process Server section in the Installation Guide.
    2. Open the My Tasks page from the Product Data Exchange space.
    3. Select the check box for the work request from the Tasks List widget, and click the Edit this form icon Edit this form icon. The form for the work request is displayed in the Task Information widget.
    4. View the product component details, enter a reason, select the Receive check box, and click Submit.
      Note: You can select the Reject check box to reject the transaction request.
  4. Add or modify the product data information.
    1. Select the Update Product Data check box for the work request from the Tasks List widget, and click the Edit this form icon Edit this form icon.
    2. View the product component details in the form displayed and click Add part for adding a part of the component.
      Note: You can click Modify a part for modifying a part of the component.
    3. Select the Add Part Response check box for the work request from the Tasks List widget, and click the Edit this form icon Edit this form icon. The Add Part Response task is displayed in the Tasks List widget.
    4. After adding or modifying the part information click Submit.
  5. Receive and merge the product data.
    1. Log on to Business Space using the user ID for a Product Manager as Adam and the Password as password.
      Note: The default password for the user when you configure the Solution Scenario using scripts is password. If you configure the Solution Scenario manually, you must use the password that you specified for the user registry in WebSphere Process Server. For more information, see the Configuring the user registry in WebSphere Process Server section in the Installation Guide.
    2. Open the My Tasks page from the Product Data Exchange space.
    3. Select the Receive Modified Product Data check box for the work request from the Tasks List widget, and click the Edit this form icon Edit this form icon.
    4. View the details for the modified product data, enter a reason, select the Receive check box, and then click Submit to accept the updated product data information.
      Note: You can select the Reject check box to reject the transaction request.
    5. Select the Decide on Merge check box for the work request from the Tasks List widget, and click the Edit this form icon Edit this form icon.
    6. View the difference between the original product data and the updated product data displayed using the compare utility, enter a reason, select the Merge check box, and then click Submit to merge the product data information.
      Note: You can select the Reject check box to reject the request.
    7. Select the Display Result check box for the work request from the Tasks List widget, and click the Edit this form icon Edit this form icon.
  6. Log on as a Portfolio Manager with the User Id as David and Password as password to view the dashboard on the following page.
    • Product Data Exchange Dashboard
  7. Log on as a Project Manager with the User Id as Bonnie and Password as password to view the Product Data Exchange Process on the following pages.
    • Product Data Exchange Process
    • Product Data Exchange Process Check