Getting Started with Processes (Policy Manager)

Learn about common vs. operation-specific processes, documentation, management tools, and use cases.

Process Reference (PM7x) Managing Processes (PM7x)

Supported Platforms: 7.1, 7.2

Table of Contents

  1. Process Contexts
  2. Process Function Reference
  3. Policy Manager Scripting API
  4. Process Management Tools

Akana Policy Manager allows you to define web service orchestration concepts using an XML-based graphical editor called the Process Palette. Here you can define the sequence of messages as they flow through Policy Manager for each virtual service operation and configure a variety of different "Activities" for achieving the results required for each operation.

Let's take a quick walkthrough of the process types and tools available to get you started.


Process Contexts

There are several approaches that can be used to configure your process definitions.

  • You can define a process from scratch for each virtual service operation in the Services > Operations > Process or Services > Operations > Fault sections or
  • You can configure a set of "common" processes in the Processes folder of an Organization using the Add Process function.
Referencing a Process

Common processes defined in the Processes folder can be referenced (and reused) in the virtual service operation process definition by adding a Process Activity. This reusable approach will save time and make your process development cycle more efficient.

Figure. Create Common Processes in Processes Folder

 

Figure. Reference Process using Process Activity in Service > Operation Process Definition.


Referencing a Script

Similar to the "Common" processes approach described above, you can also use this same approach with scripts. In the Policy Manager Scripts Folder you can define a series of utility scripts for performing commonly used tasks. This is accomplished using the Add Script function. Then in your virtual service operation process definition, you add a Script Activity, import a pre-defined script, and add a script reference for the function you want to perform.

For example, you may have a requirement to validate some data as part of your process and you created a reusable script (e.g., TestScript) that includes a function for validating data (validateData). In your process definition, import "TestScript" and reference the function in the script source as illustrated below.

Figure. Example of Referencing a Script Function

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Process Function Reference

The Process Function Reference includes a tour of the Process Editor and descriptions and usage examples for each Activity type. To ensure a smooth process when building your process definitions, familiarize yourself with the functionality, techniques, and rules for using each Activity. For more information, refer to Process Reference (PM7x).

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Policy Manager Scripting API

The Policy Manager Scripting API provides a series of interfaces and classes you can use to build process related scripts. You can access the documentation in either of the following locations:

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Process Management Tools

The Managing Processes topic includes an overview of all the tools in the Process Palette, and functions that apply to to the common process definitions in the Processes folder. See Managing Processes (PM7x).

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What's Next?

Now that you've familiarized yourself with the high-level approach of building processes, and know what reference materials and tools are available, you can now start building your processes.

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