On SM5.2 Side
-Make sure update 2.0 (sm52.update.2.0) has been applied.
-Download and apply update: repository-manager-integration-1.0.0 update following the update document
-Login SM DB and Execute: setup.sql
-Run sm52\bin\update52ModelForRM.bat script to create necessary integration services
Login SM console
-Add guest user to guest role: Workbench -> Security -> Role Memberships -> Manage Role (Guest)
-Modify service_workflow.xml
<arg name="rm-user-name">matt</arg> <arg name="rm-password">secret</arg> <arg name="rm-host-url">http://localhost:8080/rm</arg>
-Add services workflow: Configure -> Workflow -> Services Workflow Admin -> Update Workflow -> Custom Workflow. Browse to service_workflow.xml and click Apply button.
-Add contracts workflow: Configure -> Workflow -> Contracts Workflow Admin -> Update Workflow -> Custom Workflow. Browse to contracts_workflow.xml and click Apply button.
-Add sample policies: Policies -> Compliance Policies -> Import Policy. Browse to sample_policies.xml and click Import button.
-Add service level policies: Policy -> Add Service Level Policy.
On PM Side
-Get current library configuration xml file
-Add to lpc.xml with correct values
<!-- ************************** --> <!-- GLOBAL DEFINITIONS --> <!-- ************************** --> <federated-systems> <!-- Define Policy Manager connection --> <federated-system name="SMLocal" class="PolicyManager"> <properties> <property name="registry-host" value="http://localhost" /> <property name="user" value="administrator" /> <property name="password" value="password" encrypt="true" /> </properties> </federated-system> </federated-systems> ... <!-- after importers --> <artifact-sources> <!-- ++++++++++++++++++++++++++ --> <!-- Artifact Sources --> <!-- ++++++++++++++++++++++++++ --> <artifact-source name="PolM" class="PolicyManagerArtifactSource"> <!-- This artifact source can retrieve service information from Policy Manager. Tokens and meanings: wsdl - retrieves the service WSDL service - retrieves the Policy Manager service detail page --> <properties> <property name="federated-system-name" value="SMLocal" /> </properties> </artifact-source> </artifact-sources> <value-sources> <value-source name="PolicyManagerSLPs" class="PolicyManagerSLPs"> <properties> <property name="federated-system-name" value="SMLocal" /> </properties> </value-source> </value-sources> ... <!-- Collects OrgGroup related events, for Service Manager Syncronization --> <!-- last element of filters --> <filter name="Group Events"> <event>ORGGROUP_CREATED</event> <event>PROJECT_CREATED</event> <event>ORGGROUP_DELETED</event> <event>PROJECT_DELETED</event> <event>ORGGROUP_UPDATED</event> <event>PROJECT_ACTIVATED</event> </filter> ... <!-- Synchronize Groups with PolicyManager --> <listener name="SM Organization Publisher" class="PolicyManagerOrganizationPublisher"> <properties> <property name="federated-system-name" value="SMLocal" /> </properties> </listener> <!-- Notify library administrators of configuration error... --> ... <!-- Update Groups in federated Sevice Manager --> <action name="Synchonize Groups"> <trigger-event> <event-filter>Group Events</event-filter> </trigger-event> <listener>SM Organization Publisher</listener> </action>
-Update current library configuration file
Sync PM Orgs
-Administration -> Execute Command
-Command: SynchronizePolicyManagerOrganizations
-Parameter 1: SMLocal
Enable Service Publishing
-Open lpc.lpc with Configuration Editor
-Create a new Submission process (drag into workspace under existing Governed Submission Process) and name it Submission and Publish to Policy Manager. Set Context filter to include Service and Service Implementation.
-Add a new “Notify Submitter” task into the Governance box and name it Notify Submitter Approval Required
-Add a new “Approval” task under the Notify Submitter task and name it “Project Manager Approval”. Set Approval Role to “Project Manager” from the Property panel.
-Add a new “Publish Service Manager to Policy Manager” under the approval task. Set Federated System Name to SMLocal
-Save lpc.lpc
-Update library with new lpc.lpc.