User Personas and Journey

IBM webMethods Integration User Personas

IBM webMethods Integration serves different user personas. Understanding these personas can help you grasp how different users engage with the system and which features each persona utilizes.

Here are some common personas in IBM webMethods Integration:

IBM webMethods Integration User Journey

Before delving into the practical aspects, let us explore the high-level steps in creating and deploying integrations within the IBM webMethods Integration platform.

  1. Onboard

    Upon successful registration or purchase, you receive guidance and support from the Support Team to kickstart your onboarding journey. Explore the platform interface to get acquainted with its features and functionalities. See, Quick Start, Terminologies, and Understanding the GUI.

  2. Implementation

    Note
    This step is applicable for administrator users. Administrators can perform these tasks at any time.

    Administrators can set up accounts, configure the software, import data, and train users to ensure a smooth transition.

    a. Environment and Stage Management

    Environment refers to a specific deployment or runtime environment where the integration solutions are deployed and executed. Stages refer to distinct phases or steps in the development and deployment lifecycle of integration projects.

    By default, one environment is created and assigned to you during sign up. Environment and tenant mean the same.

    See Environments and Stages.

    b. User and Role Management

    You can add, manage, and assign roles to the users. By assigning roles to users, administrators can control access to features, data, and functionalities, ensuring security and compliance with organizational policies. See User Management and Role Management.

    c. Platform Customization

    You can customize the look of the platform’s user interface and enable secuirty-related features that will be applicable across the environment.

    • White labeling: Customize the tenant theme as per your company’s branding and boost your brand visibility.

    • Custom Domain: Customize the default tenant URL or domain and access the tenant using your own domain.

    • Single Sign On (SSO): Enable SSO authentication mechanism to allow users to access multiple applications by using a single ID and password.

    • Smart Mapping: Enable Smart Mapping to allow the system to provide recommendations while mapping the data.

  3. Create Integration Projects

    a. Create a Project: Begin by creating a new integration project within the platform. See Projects.

    b. Define Integration Goals: Define the scope and objectives of the integration project, specifying the systems, applications, and data sources they want to connect. See Configurations. This is optional, as you can configure the details while creating integrations.

  4. Build Integrations

    Once a project is created, you enter the integration design phase.

    a. Integrations: Develop integrations without extensive coding, using visual components and predefined connectors. Choose the appropriate integration patterns based on the project requirements - configure connectors and mappings to define how data flows between different systems to establish seamless connectivity between various endpoints.

    • Recipes: Use predefined integrations and customize to your needs rather than building from scratch. See Recipes.

    • Workflows: Leverage the visual interface to design integration workflows using a drag-and-drop approach. See Workflows.

    • Flow services: Create complex integrations that require advanced data transformation and custom logic implementation using Flow Editor. See Flow Services.

    • Connectors: Integrate with various applications and systems by configuring pre-built connectors or creating custom connectors. See Connectors.

    • Data Transformation: Implement data mapping and transformation as needed for seamless communication between systems. See Data Transformation with Transform,Conditions, Loop, JSON Customizer, and Switch.

    b. APIs: Convert your integrations as APIs and share it to other users. See APIs.

    c. Events: Configure events that automatically launch an integration when a defined event happens. See Listeners, Webhooks, and Polling Notification.

    d. Data Access and Security: Enhance your integration by adding an extra layer of security. See OAuth 2.0, Data Masking, and Two-way Secure Sockets Layer (SSL) communication.

  5. Test and Debug Integrations

    After developing the integration logic, you can test the integration within the environment.

    Run your integrations to test the functionality without affecting the live environment. Identify and fix any issues during the testing phase. See, Debug Workflows and Debug Flow services.

  6. Publish and Deploy Integrations

    Once satisfied with the integration design and testing,

    a. Publish in the context of integration refers to making an integration visible and accessible. Once published, you can deploy and run the integration in the target environment. See Publish.

    b. Deploy is the process of taking the published integration solution and making it active or operational. IBM webMethods Integration provides deployment options that allow users to choose the appropriate environment (development, testing, production). Once deployed, the integration processes real data and transactions in a live environment. See Deploy.

  7. Monitor Integrations

    Track the deployment process and ensure that integrations are running smoothly in the production environment.

    a. Real-time Monitoring: Monitor the performance of integrations in real-time.

    b. Error Handling: Set up alerts and notifications for errors or issues that arise during runtime and implement error-handling mechanisms.

    c. Audit Logs: View the history of all actions performed within a tenant, including details such as the type of action performed, who performed it, and when it was done.

    d. Insights: Deep dive and analyze the tenant transaction statistics.

  8. Maintain and Optimize Integrations

    Fine-tune integrations for improved performance and efficiency. Best Practices, Troubleshooting Tips, Usage Guidelines and Limits, Asset Support Matrix.

  9. Support and Updates

    a. Users can access support resources and receive updates on the platform’s features and capabilities. See Tutorials, Tech Community Articles, FAQs..

    b. Regular updates and patches may be provided to enhance functionality and address security concerns. See Status.

Optional Capabilities

Note
The capabilities listed under this section are not available by default. Contact your Account Executive to explore options for upgrading your contract that suit your needs.