Saturday, November 12, 2016

Lesson 1: IBM BPM on Cloud Free Trial Setup

Objective: The objective of this blog is to give overview on the initial steps to create the IBM BPM on Cloud free trial account (valid for 30 days), how to download and install the Process Designer module from cloud, common issues and resolution in this process.

Details:
1.  Create a free trial id with IBM BPM Cloud by logging into the below URL and click the button “Try for Free”. 
https://www.bpm.ibmcloud.com/

2.  It will open a registration form, as shown below and fill the form with all the required details.

3.  Fill out the registration form and submit. You might have to create the IBMId, if it is not available. You will get an email with the activation code, which need to be entered to activate the IBMId and BPM Cloud account.

4.  Now login to IBM BPM with your IBMId (email id) credentials from the following URL:
https://www.bpm.ibmcloud.com/#login

5.  You will be taken to the following IBM BPM on Cloud Home Page. There are two menu options – Learn and Work. By default, you will be in the Learn tab.

6.  Learn Tab: 
If you are new to BPM, you can learn from the videos available under:
  a. BPM101 – which will have videos covering the basics of BPM
  b. Tutorials – which will have the videos covering the Hiring Tutorials
  c.  Samples – which will have the videos covering the Industry Accelerators

7.  Work Tab:
This is where you do all the development work. It has 3 tabs:
a) Development:
This is the Development Environment, where you primarily use the modules of Process Center, Process Portal.

b) Test:
This is the Test Environment, where you do the testing and use the modules of Process Portal, Process Admin Console.

c) Process Runtime:
This is the Production Environment, where you finally host the modules, once they are tested thoroughly. 

8.  Download of IBM Process Designer:
a) Incase if you don’t have the IBM Process Designer module already downloaded, you can download the same from the Process Center under Development tab, as highlighted below.

b) Once you click the link, it will download the zip file IBM Process Designer.zip. Once it is downloaded, you can copy the entire zip in a new folder (let’s say C:\IBM_Process_Designer) and unzip it.

c) Now click the file installProcessDesigner_admin.bat, which will open the command prompt and install the Process Designer under C:\IBM folder. Incase, if you would like to install the Process Designer in some other location, open the command prompt and invoke the bat file with path parameter.
installProcessDesigner_admin.bat "D:\Process Designer\"
d) In my case, I am going with the default path of C:\IBM, once the process Designer is installed, you will see the following folders created.

e) You will find the eclipse.exe in the path C:\IBM\ProcessDesigner\v8.5 



f) Once you click the eclipse.exe, it will try to open the Process Designer as follows:

g) You will be asked to enter the IBM BPM On Cloud user id, which will be your free trial user id. Enter the user id and then click “Continue” button.

h) You will now asked to enter the IBM id. Enter the IBM Id and password and click “Sign in” button.

i) You will get the following Getting Started Screen, which you can close it.

j) You will see the following Process Apps screen

9.  Access of Process Center from the BPM on Cloud and common issue you might face:
a) Now launch the Process Center from Development Tab in IBM BPM Cloud 

b) Common issues faced:
i) When I logged in to Process Center cloud module for the first time, the option of +Create New Process App listed on the right hand corner was not available.
ii) Also when I click the “Open In Designer” across the module "Hiring Sample (HSS)", I was getting the following error message:

Error:
You do not have permission to access this process application. To access a process application or toolkit, you must have Read permission and be part of the bpmAuthorGroup (tw_authors by default). Contact your administrator for access.

Fix:
You need to send an email on this to SupportBPMonCloud@us.ibm.com, stating the above problem along with your IBM On Cloud user id details. Usually, you will get a response back in a day or two informing this issue is resolved. 
iii) Also I was not getting the “Admin” menu in the top (after “Servers”). 
No fix for this. It seems the Admin option will not be visible in Free trial.

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