webMethods Time-Based Management Concepts
We can implement more efficient and optimize process workflow as per requirement using some webmethods logic components like Calendar,routers,Timer,and task events etc..
Calendars
Basically Calendars help adjust for time like if Workflow can require tasks to be completed within a specific amount of time or within a certain period of time measured or task needs to be combined with timers. Calendars can be used to schedule and start events that affect a workflow’s processing this all time-based scenario we can implement by custom calendar. You can define time criteria within the context of a business day or different
business days across various boundaries. You can also schedule timeouts, escalations, rerouting, and notifications relative to the calendars on which your business runs.
The My webMethods server contains calendar information that the Task Engine uses to assist with task definition and behavior.The two types of calendars are business calendars and user calendars.
Both business and user calendars are set up and configured in My webMethods Server.Each type of calendar is configured separately.you can define business calendars only, user calendars only, or both.
Business calendars:
Using Business calendar we can define standard business days and hours for our organization, including holidays, weekends, and other times when your organization is not conducting business. These business calendars are defined in My webMethods Server and can be specified when you define a task date/time event type, for example. This ensures that when counting days, only business days will be considered and that non-business days such as weekends and holidays are not included.
· An administrator configures the business calendars. For example, an administrator might configure a business calendar for normal business hours of Monday through Friday, 8:00 A.M. to 5:00 P.M. Eastern Standard time. And Saturday and Sunday make it as a weekend non business days.
· An administrator can configure multiple business calendars. For example, if your organization has different shifts, an administrator can configure a business calendar for each shift.
· Another reason for multiple business calendars might be if your organization spans multiple time zones; an administrator can configure a business calendar for each time zone.
· If an administrator has configured business calendars, in your My webMethods profile, you can select the business calendar that best fits your working hours so that the Task Engine can determine your business hours and schedule tasks accordingly.
· A business calendar can also be associated with a process. In this case, the business calendar is used only to determine process time outs and joins and does not apply to any tasks in the process.
Creating a Business Calendar:
We can create multiple business calendars.
To configure a business calendar
Navigate to Administration > System-Wide > Calendars Management and click on the Business Calendars tab > Create New Calendar.
On the Create New Calendar panel, enter the following:
· Name — A name for the calendar; this name must be unique within My webMethods Server. This name is displayed in the My webMethods and Designer interfaces as the name of the calendar.
· Lookup Name — This is an internal name (or alias) used to identify the calendar.
· The Time zone is set to the system time zone by default. If you are setting up a calendar for another time zone, select it from the drop-down list.
· Add the workdays of the week by clicking the New Workday link. The New Workday dialog box appears.
· Select the day of the week, specify the hours of the day, and click Add.
· Add any holidays you want to include in the calendar by clicking the New Holiday link. The New Holiday dialog box appears.
· Enter a name for the holiday. Click the Calendar icon to select a date, and then specify the duration (one day, by default). Click Add.
· To delete a workday or a holiday from the calendar, click the Delete icon next to the workday or holiday.
· Click Create New.
· The new calendar appears in the Calendar Administration list. Be sure you specify a default business calendar, as described in the following section.
Specifying a Default Business Calendar
No default calendar is defined initially. If you do not specify a default calendar, any user with the Default calendar will have no business calendar association.
· Navigate to Administration > System-Wide > Calendars Management and click on the Business Calendars tab > select the calendar you want to specify as the default calendar > Set As Default.
· The word Yes is displayed in the Default Calendar column for that calendar.
Modifying a Business Calendar
· Navigate to Administration > System-Wide > Calendars Management and click on the Business Calendars tab > click the link for the calendar in the NAME column. The Edit Calendar panel appears.
· On the Calendar Administration panel, click the link for the calendar in the NAME column. The Edit Calendar panel appears.
· Make changes to the calendar > Update to save the changes.
Deleting a Business Calendar
Normal 0 false false false DE X-NONE X-NONE
· Navigate to Administration > System-Wide > Calendars Management and click on the Business Calendars tab > select the calendar you want to delete > Click Delete , confirmations dialog appears > Delete.
Specifying a Business Calendar for a User Account
· Navigate to Administration>System-Wide>User Management and click Users.
· Click the User ID link for the user account, or click the Edit icon for the role.
· On the Edit User page, click the Calendar tab.
· Do one of the following
1. If you have created and specified a default business and you want the user account to be associated with the default calendar.
2. If you have created and specified another (non-default) business calendar and you want the user account to be associated with that calendar, select the calendar in the Business Calendar list.
· Click Save.
Calendars are not limited to the current year, but continue automatically into following years. Holidays are not carried forward from year to year, and must be manually defined for each calendar year. For this we can create a task to notify you near the end of a year to schedule holiday date creation for the coming year.
Normal 0 false false false DE X-NONE X-NONE
Working with Personal User Calendars
Personal user calendars are maintained in a third‐party application such as Microsoft Outlook or Lotus Notes, where the user maintains daily calendar events that define the user’s availability.
When a task is being assigned to or accepted for another user, the Task Engine checks the user’s personal calendar to determine if the user is available on this working day, taking into consideration only Out of the Office and Busy types of calendar events that are scheduled for the entire day.
Normal 0 false false false DE X-NONE X-NONE
You can also view a user’s personal calendar on the Task List Management page in My webMethods when you manually assign a task or accept a task for another user. In this case, all of the events in the user’s calendar are displayed.
Configuration at My webMethods Server is needed to provide access to user calendars, enabling you to view individual user calendars. User calendars are accessible when you are assigning a task, or accepting a task for others, on the Task List Management page.
Open the select Principals(s) dialog box and select a user, a small calendar icon appears next to the user name if a user calendar is configured for that user. When you click on the icon, the user’s calendar appears, and you can determine when the user is available.
You can also view the user’s calendar on the Calendar tab of the Edit User page, accessed from Administration>System-Wide>User Management>Users.
Normal 0 false false false DE X-NONE X-NONE
Configuring User Calendars for Microsoft Exchange
Normal 0 false false false EN-US X-NONE X-NONE
For configuration make sure You must have a network connection to your e‐mail server. Each user account must be configured with the user’s e‐mail address as recognized by the e‐mail server.
· Now navigate to Administration>System-Wide>Calendars Management and click on the User Calendars tab.Three option will come None, Microsoft exchange and IBM Lotus notes.
· On the User Calendars Configuration panel, enter the following:
Normal 0 false false false EN-US X-NONE X-NONE
External User Calendar — Select Microsoft Exchange from the drop‐down list.
Exchnage host name or IP — Enter the URL for the Exchange e‐mail server; for example, FinCmp.mail.server.com.
Email User Attribute — This is the attribute from User attribute page that is used to pass the e‐mail account name to the server to identify the correct user calendar on the Exchange server.
Calendar Data Caching — This value specifies how often the user calendar information is retrieved from the mail server. Select a value from the drop‐down list. The information is cached in My webMethods Server until the next refresh time. Select No Cache to retrieve the calendar information from the mail server with each request.
Time Window — This value specifies the calendar time period that is retrieved from the mail server, beginning with today’s date. Select from the drop down list.
Time Slot — This value defines the time divisions displayed in the user calendar. Events that are of a shorter duration than the selected value are “rounded up” to the selected value. Select a value from the drop‐down list.
Exchange User — User name for connecting to the Exchange server.
Exchange User Password — Password for the Exchange user
· Click Update.
· Navigate to Administration>System-Wide>User Management>Users>Click the User ID >Click the Calendar tab. The calendar appears in the User Personal Calendar panel.
Normal 0 false false false EN-US X-NONE X-NONE
Configuring User Calendars For Lotus Notes
Normal 0 false false false EN-US X-NONE X-NONE
For configuration make sure You must have a network connection to your e‐mail server. Each user account must be configured with the user’s e‐mail address as recognized by the e‐mail server..
Normal 0 false false false EN-US X-NONE X-NONE Now navigate to Administration>System-Wide>Calendars Management and click on the User Calendars tab.Three option will come None, Microsoft exchange and IBM Lotus notes.
· On the User Calendars Configuration panel, enter the following:
Normal 0 false false false EN-US X-NONE X-NONE
External User Calendar — Select IBM Lotus Notes from the drop‐down list.
External User Calendar — Select IBM Lotus Notes from the drop‐down list.
Calendar hostname or IP — Enter the URL for the Lotus Domino e‐mail server containing the desired calendar; for example, main.mail.server.com.
Calendar Server Port — Enter the port number for the Lotus Domino e‐mail server containing the desired calendar
Email User Attribute — This is the attribute from User attribute page that is used to pass the e‐mail account name to the server to identify the correct user calendar on the Lotus Domino server.
Calendar Data Caching — This value specifies how often the user calendar information is retrieved from the mail server. Select a value from the drop‐down list. The information is cached in My webMethods Server until the next refresh time. Select No Cache to retrieve the calendar information from the mail server with each request.
Time Window — This value specifies the calendar time period that is retrieved from the mail server, beginning with today’s date. Select from the drop down list.
Time Slot — This value defines the time divisions displayed in the user calendar. Events that are of a shorter duration than the selected value are “rounded up” to the selected value. Select a value from the drop‐down list.
Notes Admin User ID — Administrator user name for connecting to the Lotus Domino server.
Notes Admin Password — Password for the administrator user.
· Click Update.
· Navigate to Administration>System-Wide>User Management>Users>Click the User ID >Click the Calendar tab. The calendar appears in the User Personal Calendar panel.
Installing the notes.jar File
