TIBCO® MDM Studio Installation Guide
Important Information
TIBCO Documentation and Support Services
Product Overview
Repository Designer
Rulebase Designer
Process Designer
About Business Studio
XPDL and MDM
UI Builder
Installation Overview
Installing in the GUI Mode in Windows
Check Your System Requirements
Run the Setup Program and Complete the Preliminary Details
Specify an Installation Environment
Choose the Type of Installation and Product Features
Review Your Installation Choices
Finish Installing TIBCO Business Studio
Installing in the GUI Mode in Linux
Installing in the Silent Mode - All Platforms
Post Installation Steps in Linux
Uninstalling MDM Studio
Uninstalling the MDM Studio - On Windows
Run the Setup Program
Choose the Type of Uninstallation and Product Features
Review Your Uninstallation Choices
Finish Uninstalling TIBCO Business Studio
Uninstalling the MDM Studio - On Linux
TIBCO® MDM Studio Process Designer Tutorial
Important Information
TIBCO Documentation and Support Services
Tutorial to Create a Sample Process
Creating a New Project Package and Process
Sample Flow Layout and Project Components
Modifying Exit Conditions from the Main Process
Defining Global and Local Variables
Defining Global Variables
InDoc
OutDoc
Defining Local Variables
Add and Map Activity Parameters to the Process
Adding Activities
Defining Input Parameters
Defining Output Parameters
Adding an UpdateEvent Activity
Define Input Parameters to the UpdateEvent Activity
Setting eventState Parameter
Setting eventType Parameter
Setting eventDescriptor Parameter
Setting deploymentMode Parameter
Define Output Parameters to the UpdateEvent Activity
Defining Sequence Flow
Add a Conditional Transition
Adding DeleteRecord activity for Conditional Transition
Define Input Parameters to the DeleteRecord Activity
Setting InDocument Parameter
Setting MasterCatalog Parameter
Setting ProductIds Parameter
Setting RecordKey Parameter
Setting VersionOption Parameter
Setting eventState Parameter
Define Output Parameters to the DeleteRecord Activity
Setting RecordsDeleted Parameter
Setting RecordsProcessed Parameter
Adding SaveRecord activity for Conditional Transition
Define Input Parameters to the SaveRecord Activity
Setting ErrorSeverity Parameter
Setting VersionOption Parameter
Define Output Parameters to the SaveRecord Activity
Setting RecordsDeleted Parameter
Setting RecordsAttempted Parameter
Setting WorkDoc Parameter
Adding Condition Logic
Add More Activities
UpdateRecordState Activity
Define Input Parameters to the UpdateRecordState activity
Setting Status Parameter
Setting InDocument Parameter
Define Output Parameters to the UpdateRecordState activity
Setting commandStatus Parameter
Setting SendProtocolMessage Activity
Define Input parameters to the SendProtocolMessage activity
Setting BizProtocol Parameter
Setting ChannelCredential Parameter
Setting ExpiryDate Parameter
Setting ExpiryType Parameter
Setting InDocument Parameter
Setting MessageID Parameter
Setting PayloadPackingScheme Parameter
Setting SenderCredential Parameter
Setting DefaultDomain Parameter
Setting eventState Parameter
Define Output Parameters to the SendProtocolMessage Activity
Setting OutDocument Parameter
UpdateEvent Activity
Add Input Parameters to the UpdateEvent Activity
Setting eventState Parameter
Setting eventStatus Parameter
Validation
Exporting the Process to a File
Deploy the Process Model
TIBCO® MDM Studio Process Designer User Guide
Important Information
TIBCO Documentation and Support Services
Getting Started
Start MDM Process Designer
For Windows
For Linux
Welcome Screen
Accessing and Installing the Samples
Palette
Process Designer
Creating a Project
Project Components
Project skeleton using the MDM Template
Main MDM Process
Sub Process
MDM Process Templates
CIM Services WSDL
BOM Files
Designing a MDM process
Activities
Adding Activities
Adding a New Activity - Method 1
Adding a New Activity - Method 2
Modifying an Activity
Activity Details
Search for activity in a workflow
Defining Custom Activities
InterpretCommand Activity
Creating InterpretCommand activity
Example - InterpretCommand
Subflows
Using Reusable Sub Process
Defining Input Parameters
Defining Output Parameters
Initiate Subflow
Parameters
Parameters and Variables
Local Activity Parameters
Global and Local Process Parameters
Global Parameters
Defining Global Variables
Defining Local Variables
Input Parameters
Defining Values for Input Parameters
Example 1 - Setting the eventState
Example 2 - Setting the VersionOption
Viewing Input Parameters
Output Parameters
Defining Values for Output Parameters
Viewing Output Parameters
Add Parameters
Adding Parameter for eval mode=Variable
Adding Parameter for eval mode=Constant
Adding Parameter for eval mode=XPath
Using Content Assist
Adding Parameter for eval mode=Rule
Adding Parameter for eval mode=Lookup
Adding Parameter for eval mode=Property
Adding Parameter for eval mode=Catalog
Adding Parameter for eval mode=Compute
Adding Parameter for eval mode=Event
Adding Parameter for eval mode=UserProfile
Adding Parameter for eval mode=System
Adding and Modifying Custom Parameters
Tooltip Parameter Descriptions
Parameter Descriptions properties file
Adding a new parameter description
Transitions
Transition Types
Simple Transitions
Conditional Transitions
Parallel Transitions
Creating a Parallel Transition
Parallel Transitions - Limitations
Transition Conditions
Conditional Transitions
Interpreted Transitions
Creating an Interpreted Transition
Example of a Conditional Transition
Example 1
Example 2
Compiled Transitions
Parameters
Creating a Compiled Transition
Creating a Java Transition Project
Using the Condition in the process
Compiling and packaging the Java Project
Merging Jar With ECM.ear
Merging Jar with ECM.ear using Windows
Merging Jar With ECM.ear using UNIX
Validation
Validating
Problems Tab
Validation Checks
Miscellaneous Validations
Activity Validations
Transition Validations
Gateway Validations
Parameter Validations
Parameter Mapping Validations
Data Field Restrictions
Import Export and Deploying Processes
Import Processes into MDM Process Designer
Importing a Process
Clean Up an Imported Process
Limitations of the Process Import
Migrating Processes
Directly Deploying Workflows
Creating a MDM Deployment Server
Editing Server Parameters
Deploying Workflows
Deploying Workflows through Export
Deployment to the Workflow Engine
Undeploy workflows
Sharing Processes
Overview
Setting up MDM Process Designer to use the Subversion Repository
Sharing a Process Design Project
Accessing a shared project
TIBCO® MDM Studio Repository Designer Tutorial
Important Information
TIBCO Documentation and Support Services
Tutorial Overview
Creating a Project
Creating New Repository Model in the Repository Models Folder
Creating Repositories
Create Attribute Groups and Attributes
Creating Customer Repository
Setting EmailAddress as Multivalue attribute
Creating Account Repository
Creating Address Repository
Create Relationships
Setting Relationship between Customer and Account
Setting Relationship between Customer and Address
Define Relationship Attributes
Creating Relationship Attributes for CustomerToAccount
Creating Relationship Attributes for CustomerToAddress
Connecting the Relationship attribute groups to the relationships
Create a Perspective
Creating Perspective for Subset of Relationship
Validate the Repository Model
Exporting the Repository Model
Importing the Repository Model into MDM
Generating the WSDL
TIBCO® MDM Studio Repository Designer User Guide
Important Information
TIBCO Documentation and Support Services
Getting Started
Repository Designer Overview
What you can do with the Repository Designer
Starting the Repository Designer
Welcome Screen
Accessing Samples
Creating a new Repository Model
Creating a new Project to hold your Repository Model (Step 1 )
Creating a Repository Model (Step 2)
Project Explorer
MDM Project
Property tabs
Repository Property section
Relationship Property section
Relationship Attribute Group section
Quick Search
Attribute and Attribute Group Repositioning
Attribute Group Reposition
Attribute Reposition within same Attribute Group
Attribute Reposition from one Attribute Group to another Attribute Group
Palette
Association Mapping
Repository Attributes and Relationships
Repository Definition
Adding a Repository (Step 1)
From the Palette
From the Callout Handler
Defining Attribute Groups (Step 2)
Defining Attributes (Step 3)
Defining Relationships (Step 4)
A - Creating Relationship(s)
B- Creating Relationship Attribute Group(s)
C - Defining Relationship Attributes
D - Connecting the Relationship Attribute Group to the Relationship
Importing your MDM Repository
Exporting a Repository Model
Importing a Repository Model
Appearance Tab
Appearance Tab For Repository
Appearance Tab For Attribute Group
Appearance Tab For Relationship Attribute Groups
Appearance Tab For Relationship
Data Source Editor
Data Sources Overview
Data Source Properties
What you can do with the Data Source Designer
Creating a New Data Source Model
Database Format
Modifying an Existing Data Source
Importing an Existing Data Source Model
Exporting a Data Source
Deploying a Data Source
Synchronization Format Editor
Synchronization Formats Overview
Creating the Synchronization Format Special Folder
Creating a Synchronization Format
Modify Existing Synchronization Format
Manage Attribute Groups
Creating a New Attribute Group
Renaming the Attribute Group
Importing a Synchronization Format
Exporting a Synchronization Format
Deploying a Synchronization Format
Classification Scheme Editor
Overview
Editing Category Tree
Browsing Category Tree
Create Classification Schemes
Using Classification Scheme Wizard
Using Classification Scheme Property Section
Deleting Classification Scheme
Classification Scheme Editor
The Category Code Editor allows
Creating Classification Code Hierarchy
Editing Classification Code
Dragging and Dropping of Classification Code Hierarchy
Browsing Classification Code hierarchy
Viewing Inherited Classification Code Attributes
Searching Classification Code Hierarchy
Linking Category Specific Attributes with Classification Code
Unlinking Category Specific Attributes from Classification Code
Importing Classification Code Hierarchy
Deploy Classification Scheme
Perspective Editor
Perspective Editor Overview
Creating a Perspective
Deploying a Perspective
Resource Bundle
Resource Bundle Overview
Resource Bundle Editor
Customize
Search
Filter
Creating a Resource Bundle
Download Custom Resource
Resource Model Bundle Editor
Repository Model File for Generating Resource Keys
Customizing an Existing Properties from Model file
Adding a New Resource Property to the Model file
Exporting a Resource Bundle
Deploying the Custom Resource Bundle
Repository Model Report
Creating a Repository Model Report
Viewing Repository Model Report
Index Page
Repository Model Report
Repository Model Information
Repository Details
Attributes Group Details
Input Map Details with Input Mappings
Output Map Details with Output Mappings
Classification Schemes Details
Relationships and Relationship Attribute Group
Perspectives Details with selected Repositories and Relationships
Input Map Editor
Input Maps
Creating Input Map
Input Map Editor
Input Map Property Section
General Tab
Advanced Tab - Basic
Advanced Tab - Advanced
Creating an Input Map with a Cross-repository Relationship
Classification Code Mapping
Adding Category Attributes
Removing Category Attributes
Selecting Primary Data Source
Defining Input Map Mapping
View Mapped Unmapped Mappings
Deleting Mappings
Adding Removing Data Source
Deleting Input Maps
Deploy Input Map
Output Maps
Creating Output Map
Importing Predefined Output Map
Associating Predefined Output Map with existing Repository
Output Map Editor
Creating a Related Output Map
Defining Output Map Mapping
For Repository Attributes
For Predefined System Attributes
For Relationship Attributes
For Classification Scheme
View Mapped Unmapped Mappings
Deleting Mappings
View Category Hierarchy
Deleting Output Maps
Working with PatternsIndexer Configuration Editor
Overview
PatternIndexer Configuration Interface
Creating a PatternsIndexer Configuration
PatternsIndexer Configuration Editor
Creating IndexEntity
Defining Indexing Repository Attributes
UnIndexing Repository Attributes
Dragging and Dropping of Repository on Index Entity
Adding Relationship (Target Repository) to IndexEntity
Delete IndexEntity
Validate IndexEntity
Modify the IndexEntity Properties
Searching Nodes in IndexConfig Hierarchy
Defining Topology
Exporting IndexEntity
Deploy PatternsIndexer Configuration
WSDL and Service Methods
Overview
Service Methods
Repositories with FED attributes
Generating WSDL
WSDL and XML Schema Generation
Service Methods
JSON Format
Deployment of Services
Validation
Repository Model Validation
Display of validation errors
Types of Validation
Repository Level Validation
Attribute Level Validation
Relationship Validation
Relationship Attribute and Relationship Attribute Group Validation
Datasource Validation
Output Map Validation
Synchronization Format Validation
Category Specific Attributes Validation
Database Schema Objects Import
Importing Model from Database Objects
Importing a Schema Objects
Repository Model in Excel Format
Repository Excel File Format
Designing Repository Model by Importing Excel File
Exporting Repository Model in Excel File Format
Deploy Repository Model
Deployment
Deployment Overview
Creating a MDM Deployment Server
Deploying TIBCO MDM Studio where SSL is Enabled
Deploying Modules Incrementally
Setting Server Validation Preferences
Command Line Interfaces
Overview
Export Interfaces
Data Source Export Transformation
Synchronization Format Export Transformation
Repository Model Export Transformation
Rulebase Export Transformation
Workflow Export Transformation
Deploy Interfaces
Data Source Deployment
Synchronization Format Deployment
Repository Model Deployment
Rulebase Model Deployment
Workflow Model Deployment
Deploy Projects
Incremental Deployment of Repositories
Custom Import
Custom Import Sample Project
Download the Sample
View the Sample Project
Edit the Sample Project
Sample Repository Model in XMI format
Running and Debugging the Project
Exporting and Deploying
Data Source Explorer
Data Source Explorer
Creating a New Database Connection profile
Troubleshooting
General Troubleshooting
Failing Deployment
WSDL Generation Failed due to OutOfMemoryError
TIBCO® MDM Studio Rulebase Designer Tutorial
Important Information
TIBCO Documentation and Support Services
Tutorial Overview
Creating a Project
Defining Repository Data
Creating Rulebase Model
Declaring Variables
Add Constraints
Adding Constraint for Gender Selection
Adding Constraint to generate Customer ID
Adding Constraint for Mandatory Attributes Check
Adding Constraint to Get Current User Role
Adding Constraint to Hide MaidenName for Male Customers
Adding Constraint to Generate PreferredName
Adding Constraint to Ensure Date of Birth is Less than the Current Date
Add Constraints to Create a Dependent Drop-down
Adding Constraint to assign values to Country
Adding Constraint to Populate US States
Deploy the Rulebase Model
TIBCO® MDM Studio Rulebase Designer User Guide
Important Information
TIBCO Documentation and Support Services
Overview
Rulebase Designer Overview
What you can do with the Rulebase Designer
Establish a Rulebase File
New Record File
Validation File
Search Control Rules File
Global Property Settings for Rules
LogFlag
Attribute Names Checking
Date Formats allowed in Rulebase
Getting Started
Starting MDM Rulebase Designer
Welcome Screen
Accessing Samples
Accessing TIBCO MDM Studio Help
Modeling Perspective
Project Explorer
Diagram Editor
Properties Tab
Rulebase Data View
Problems Tab
Palette
Main Palette
Expression Editor Palette
HTML Tooltips
Performing Quick Search
Rulebase Navigation
Create a New Rulebase
Pre-Requisites for Creating a Rulebase
Creating a new Project to hold your Rulebase Model
Defining or Importing Repository Data
Creating a Rulebase Model
Rulebase Properties
Actions Allowed for Different Types of Rulebases
Adding Rulebase To a Folder
Importing Users and Roles
Variables
Types of Variables
User Defined Variables
Data-type variables
Link-type variables
Implicit Context Variables
Session Variables
Workitem Variables
Synch History variables
System Variables
Other Variables
Workflow Variables
Attribute History Variable
Attribute Quality Variables
Precedence Result Variable
Declaring Variables
Through the Palette
Through the Project Explorer
Editing Variables
Variable Properties
Properties for Link type variables
Properties for Data type variables
Constraints
Adding Constraints
Editing Constraints
Constraint Properties
Conditions
Working with Decision Tables
Create a Decision Table
Creating a Decision Table
Operators
Data Type - Operator Listings
Custom Operator
Decision Table Editor
Filtering and Sorting Rows
Cell Validation
Cell Skipping
Skipping a Cell
Decision Table Export
Exporting a Decision Table
Direct Deploying the Decision Table
Expressions
Creating Expressions
Expression Editor
Content Assist
Syntax Errors
Templates
Restrictions on SQL Expressions
Actions
Logic Implemented for Action
Access Action
Access Action Properties
Access Action Validation
ApplyPrecedence Action Properties
General tab properties
ApplyPrecedence Action Validation
Apply Precedence Action
ApplyPrecedence Action Properties
General tab properties
ApplyPrecedence Action Validation
Assign Action
Assign Action Properties
Advanced tab properties
Assign Action Validation
Assign Identity Action
Assign Identity Action Properties
Advanced tab properties
Assign Identity Action Validation
Categorize Action
Categorize Action Properties
Categorize Action Validation
Check Action
Check Action Properties
General tab properties
Advanced Tab Properties
Check Action Validation
Clear Action
Clear Action Properties
General tab properties
Advanced tab properties
Clear Action Validation
Connect Action
Connect Action Properties
Connect Action Validation
Disconnect Action
Disconnect Action Properties
Disconnect Action Validation
Include Action
Include Action Properties
Include Action Validation
Include Rulebase
Including a Rulebase in a Current Rulebase File
Propagate Inline Action
Propagate-Inline Action Properties
Propagate Rulebase
Propagate-Rulebase Action Properties
Propagate-Rulebase Validation
Select Action
Select Action Properties
Slice Action
Slice Action Properties
Softlink Action
Softlink Action Properties
UnCategorize Action
UnCategorize Action Properties
UnCategorize Action Validation
Severity Priority Refresh and Level
Severity
Priority
Refresh
Level
Rulebase Data View
Rulebase Data View
Navigating through the Rulebase Data View
Components
Domain Objects
Operators
Math Operators
Minus
Div
Mult
Percent
Plus
Relational Operators
Not Equal to
Scalar Matching - Not equal to
Less Than
Less than equal to
Equal to
Scalar Matching - Equal to
Greater Than
Greater Than Equal To
Functions
Comparison Functions
changed
defined
in
like
match
undefined
Math Functions
round
String Functions
concat
length
lpad
rpad
substring
trim
uppercase
Other Functions
checkdigit
count
distinct
duplicate
enum
filter
invokeJavaAPI
lookup
max
min
toMultivalue
nvl
sequence
strip
synchstatus
syncOperationAttribute
tableDatasource
tableSql
toDate
validate_checkdigit
Classification Function
AddressCleansing Function
Geocode
Built-in Functions
Custom Functions
Creating a Custom Function
Input HashMap
Output HashMap
Custom Rulebase Class Example
Variables
Templates
Deployment
Deployment Overview
Creating a MDM Deployment Server
Deploying TIBCO MDM Studio where SSL is Enabled
Direct Deploying of Rulebases
Undeploying Rulebases
Import and Export Rulebases
Importing Rulebases
Exporting Rulebases
Rulebase Examples
Sample - 1
Assign Action Constant
Assign Action Conditional
Assign Action
Access Action
Check Action
Softlink Action
Connect Action
Disconnect Action
Include Action
Propagate rulebase and inline Action
Select Action enum
Select Action Tables
Slice Action
Sample - 2
Constraint with Access Check and Inline-Propagate (with Assign) actions
Constraint with Assign Clear Include and Connect actions
Constraint with Select Slice and Softlink actions
Constraint with Assign action having array assignment
Constraint with Softlink action
Constraint with Connect action
Context Variables
Context Variables
SESSION
WORKITEM
PREVIOUS_VERSION PREVIOUS_CONFIRMED_VERSION
CONTEXT_RELATIONSHIP NAME
RECORD_ACTION
mass_update
record_search
RECORD_SUB_ACTION
RECORD_IS_TOPMOST
RECORD_IS_BOTTOMMOST
PARENT
CHILD
WORKFLOW
Tips and Tricks
Tips
Classification Functions
getClassificationScheme
isRecordCategorizedUnderScheme
getClassificationCodeByCode
getClassificationCodeByName
getClassificationCodeForCodesInPath
getClassificationCodeForCodeNamesInPath
isRecordCategorizedUnderCodesPath
isRecordCategorizedUnderCodeNamesPath
isRecordCategorizedUnderMultipleCodePaths
isRecordCategorizedUnderMultipleCodeNamePaths
getClassificationCodePathsForRecord
getClassificationCodeNamePathsForRecord
getClassificationCodesForRecord
getClassificationCodeNamesForRecord
getClassificationCodeLevel
isSubCategoryOfCode
isSubCategoryOfCodeName
stringTreepathOfCodeToClassificationCode
stringTreepathOfCodeNamesToClassificationCode
isRecordCategorized
isRecordCategorizedUnderAll
TIBCO® MDM Studio UI Builder Tutorial
Important Information
TIBCO Documentation and Support Services
Tutorial Overview
Creating a Project
Defining Repository Data
Creating a New Custom Page - Adding Client Details
Creating a New Custom Page - Modifying Client Details
Generating WSDL
Exporting the Custom Page
Deploy the Custom Page
Accessing the Custom Page from the TIBCO MDM Server
TIBCO® MDM Studio UI Builder User Guide
Important Information
TIBCO Documentation and Support Services
Getting Started
MDM UI Builder Overview
MDM UI Builder Interface
Widget Palettes
Chart Widgets
Container Widgets
Form
MDM
Other
Working with MDM UI Builder
Widget Palette Properties
Common Properties
Property Section
Using Custom Property
Adding Theme Section
Using Events
Rulebase
Using Custom JS
Adding Custom CSS
Configuring JavaScript and CSS files
Chart Widget Properties
Chart
MDM Statistics
Summary Control
Container Widget Properties
Accordion
Accordion Pane
Columns
Dashboard
Dashboard Panel
Data Table
Column Editor
Working with Column Header
Subgrid
Configuring Subgrid
Fieldset
Form
iframe
Panel
Panel Align 1
Panel Align 2
Sticky Footer
Tab Panel
Wizard
Form Widget Properties
Autocomplete
Button
Combobox
Datepicker
Fileupload
Timestamp Picker
URL
Header
Horizontal Line (hr)
Label
Line Break
Link
Multivalue
Numeric Textbox
ReadOnly Textbox
Textarea
Textbox
MDM Widget Properties
Cancel
Text Search
Configuring Text Search
Related Record
Save and Process
Save
Search
Validate
Other Widget Properties
HTML Code
Image
Custom Widgets
Directory Structure
Library.xml Details
widgetname.xml Details
Component Element
Properties
Widgetname.js Details
Widgetname.css Details
Export Artifacts
Sample Widget
Samples
Creating a MDM UI Page
Deploy MDM UI Page
Adding to Menu (Custom Page or Existing Menu or as New Menu)
Linking to a Metadata Operation
Undeploying the MDM UI Builder Page
Exporting the UI Page Artifacts
Accessing the UI Page on MDM Application
TIBCO MDM Analytics View Creation
Creating a View on Database for MDM Analytics
Analysis and Deploying in Spotfire
Creating a View on Repository Model for MDM Analytics
Deploying a View
Undeploying the View