backbase in depth

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Backbase In-Depth MMSofts Sep 16th 2016 github.com/Ersin- Ertan

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Page 1: Backbase in Depth

Backbase In-DepthMMSofts

Sep 16th 2016

github.com/Ersin-Ertan

Page 2: Backbase in Depth

In-Depth Technologies

CXP

Launchpad

Forms

Mobile SDK

Page 3: Backbase in Depth

In-Depth Technologies

CXP

Launchpad

Forms

Mobile SDK

Page 4: Backbase in Depth

CXP portal presentation layer using WOA with the layout editor using widgets interfacing with backend

Page 5: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 6: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 7: Backbase in Depth

CXP Manager Graphical user interface for CXP

Portal Management

Page Management

Permissions Definition

Users and Group Management

Content Items management

Auditing

Model Inspection

Importing and Exporting

Page 8: Backbase in Depth

CXP Manager: Import/Export Services

Archives of Catalog Items are zipped containing:

CXP Object Model of catalog item in XML

Resources: templates, CSS, JavaScript, Media

Archives of Portals are zipped containing:

CXP Object Model of portal and children in XML

CXP Object Model of Portal Catalog

Enterprise Catalog items used by portal

Content items used by portal

Import and Export portals, pages, containers, widgets and other catalog items

Page 9: Backbase in Depth

CXP Manager: Auditing ServicesEvent logging for:

Portal Services - successful create, update, delete operations and changes in permissions

Publishing Services: publishing events

Can be enabled individually

Page 10: Backbase in Depth

CXP Manager: Versioning ServicesNavigate across different versions of pages and content items.

On user publishing request, Publishing Services:

Stores published items in Content Services

Assigns them a version number

Creates a new version even if request is rejected

Only available in editorial environments; requires both Content Services, and Publishing Services

Page 11: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 12: Backbase in Depth

CXP: Integration Services 1 Connect Backbase widgets with remote services/systems

Page 13: Backbase in Depth

CXP: Integration Services 2

Apache Camel - Java framework for routing and mediation to DSL of Fluent API, Spring, Blueprint XML Configuration, Scala DSL.

URIs with any transport model: HTTP, ActiveMQ, JMS, JBI, SCA, MINA, CXF, pluggable component and data formats.

Bean binding integration with CDI, Spring, Blueprint, Guice

Camel Java DSL - maven archetype for integration services

Camel Spring XML DSL - maven archetype for integration services

Enterprise Integration Patterns

Page 14: Backbase in Depth

CXP: Integration Services 3

Backbase does not provide any out-of-the-box services

Integration Services is embedded in Portal Services, but can build a standalone WAR file.

Integration Services development uses Maven for project management

Developer creates custom integration services for each connection to a remote source.

Integration services can be used in widgets

Page 15: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 16: Backbase in Depth

CXP: Portal Services 1Main Module in CXP:

Persists CXP Object Model in database

Creates HTML view of CXP OM and returns it to clients

Returns CXP OM as XML to clients

Implement authentication and authorization and individual objects

Integration with other modules to provide content to widgets

Accessed via REST, CXP Manager

Portal Services Mbeans monitored via JMX

<=>

Page 17: Backbase in Depth

CXP: Portal Services 2

Features:

Portal and Page Management

Authentication

Authorization

Personalization

Unified Data Storage

Release Management

Page 18: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 19: Backbase in Depth

CXP: Content Services 1 Stores content items, makes them available to widgets

In-Context Editing(ICE) within CXP Manager, Content Services stores and manages content. Can publish packages and supports Versioning. Repositories:

Content Repository - for widgets(img, txt)

Content Repository

Portal Repository

Internal

Configuration Repository

Resources Repository

Page 20: Backbase in Depth

CXP: Content Services 2

Features:

Content Aggregation

Integration

Administration

Scalability

Failover

Implements parts of the CMIS standard

Page 21: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 22: Backbase in Depth

CXP: Targeting Services 1 Allows portal to display alternative pages and container depending on criteria

Uses Targeting Container(has multiple alternatives)

Features:

Audience Targeting

Targeted Content

Extensible Collectors

Enterprise Integration

User Interface Integration

Page 23: Backbase in Depth

CXP: Targeting Services 2

1. Portal Services receives client request and forwards it to Targeting service

2. Collectors: collect data about the user from external sources, merge them into a user profile, store profile in temp cache

3. Portal Services retrieves the latest user profile related to the request

4. Rules engine evaluates selectors against the user profile. It selects the correct alternative of Targeting Container and returns it to the client. First alternative is always selected, else fallback

Based on Apache Camel

Page 24: Backbase in Depth

CXP Services

CXP Manager

Portal

Content

Publishing

Integration

Mashup(Deprecated)

Targeting

Page 25: Backbase in Depth

CXP: Publishing Services

CXP Manager interfaces with publish services for monitoring, approving/denying, publishing

Page publishing

Content Publishing

Release Management

Versioning

Transfers pages and content items across different environments via Orchestrator

Configurable publishing chains

Four-eye principle (request/approve)

User interface integration

Page 26: Backbase in Depth

In-Depth Technologies

CXP

Launchpad

Forms

Mobile SDK

Page 27: Backbase in Depth

Launchpad 1

Backbase Component Library

Page Custom Properties

Rest API

Page 28: Backbase in Depth

Launchpad 2

Launchpad and Forms are installed with Archetype

Maven modules

Page 29: Backbase in Depth

Launchpad: Component Library

Wealth Collection

Retail Collection

Commercial Collection

Each collection has a unique set of Widgets, Features, Containers, Themes, and Templates

Page 30: Backbase in Depth

Launchpad: Page Custom Properties

Use REST API or Explorer app in Portal Manager to add custom properties

Added to each item individually or to a master page

Pages inherit all properties from parent master page

Page 31: Backbase in Depth

Launchpad: REST API

Contains 40+ APIs with banking, account, and security features

DBP Integration includes:

End to End Flow

Launchpad Integration Services Flow

Backbase Integration Bus Flow

Session/Login Flow

Page 32: Backbase in Depth

In-Depth Technologies

CXP

Launchpad

Forms

Mobile SDK

Page 33: Backbase in Depth

Forms

Form Studio: create and maintain forms

Form Runtime: execute a form

Form Publisher: publish a form from one environment to another

Page 34: Backbase in Depth

Forms: Studio 1

Runs on Microsoft Internet Information Server - Requires .NET on client

Saves forms in XML - uses auth. to determine edit/publish permissions

Management services via SOAP from Forms Publisher/Forms Runtime

Forms Studio interface element uses XBAP technology requiring Internet Explorer

Uses client and server layers internally to maintain repository

Page 35: Backbase in Depth

Forms: Studio 2

Complete revision control

Work with external and internal libraries

Multilingual elements

User and access management

Working with multiple projects

Page 36: Backbase in Depth

Forms: Publisher

Stand alone app - retrieve forms from Form Studio

Publish from Forms Studio to Forms Publisher database

Forms Runtime environment can connect to database and publish forms through Forms Publisher client(if is a plug-in of Forms Runtime)

Page 37: Backbase in Depth

Forms: Runtime 1

Forms Engine - retrieves forms from Forms Studio or database and transforms XML to HTML(or more)

Transformations to HTML and Vaadin, can create more with XSLT with custom design

Custom dashboard to run forms

Plug-ins/APIs to extend/customize functionality

Page 38: Backbase in Depth

Forms: Runtime 2

Runs on top of app server Apache Tomcat, JBoss, IBM WebSphere, exposing forms SDK with Forms engine.

Web app of Forms Runtime handles web interaction, and supports plug ins

Page 39: Backbase in Depth

QuestionsThank You

Sep 16th 2016

github.com/Ersin-Ertan