Chapter 3. Architectural decisions 41
3.3 Information life-cycle management solution
This section explains the major features and components of the application. We
divide the discussion into the following two sections:
򐂰 Solution description
򐂰 Solution components
3.3.1 Solution description
This section describes the high-level overview of the developed solution for our
information life-cycle management sample application. The overall flow of the
application enables the users to work with report creation and manage
information during the life cycle of the reports.
The solution consists of the following components:
򐂰 Report life-cycle management
򐂰 Report repository search and manipulation application
򐂰 Audit information application
Report life-cycle management is the primary flow of the application, as shown in
Figure 3-5 on page 42.
Note: As previously mentioned, this ILM solution is a partial solution for the
analyst reporting use case described previously. Figure 3-5 represents the
basic business process functions enabled by our implementation of the ILM
42 Records Management and Process Choreography
Figure 3-5 High-level flow of application
As shown in Figure 3-5, there are two user roles for the application, the
supervisor and analyst:
򐂰 The supervisor creates or initiates requests for report creation and then
approves or rejects the report when it is finished.
򐂰 The analyst is responsible for creating the report.
An extremely important role, although not shown in the figure, is that of the
records administrator. This role is responsible for performing audits and ensuring
the overall integrity of the records management process.
Create report request
Supervisor Analyst
Self-assign report request
Create report
Complete request and
assign report in it
Request for approval
Self-assign report approval
Approve request
Chapter 3. Architectural decisions 43
3.3.2 Solution components
The application is hosted on a WebSphere Portal server. All user access is
performed with the WebSphere Portal server using a Web browser. The front-end
portions of the application are arranged into separate portal pages with various
portlets assigned to them. Figure 3-6 shows the organization of the pages that
we use.
Figure 3-6 Portlet pages organization
The primary menu, seen through a Web browser showing the high-level tasks,
can be seen in the WebSphere Portal page shown in Figure 3-7 on page 44.
ITSO Sample
ILM Tasks
ILM Reports
ILM Records
ILM Audit
ILM – Create Assignment Portlet
ILM – Analyst Report Tasks Portlet
ILM – Document Details portlet
ILM – All Documents portlet
ILM – Published Reports portlet
ILM – Records Admin
ILM – Records Search portlet
ILM – Audit Search
ILM – Audit Result
44 Records Management and Process Choreography
Figure 3-7 WebSphere Portal page
Table 3-2 lists the individual portlets that will be created and their functions.
Table 3-2 Portlets and their functions
Portlet Function
CreateAssignment This portlet is used by a supervisor to create a new report
creation activity (report request).
AnalystReportTasks This is a list of unassigned report activities. For the
analyst, this list represents the newly created report
requests or rejected reports; while for supervisors, this list
represents the completed activity waiting for approval.
DocumentDetails This portlet shows the content details of the report that is
selected in the All Documents portlet.
AllDocuments This portlet lists all reports that are created by the user.
PublishedReports This portlet shows all published reports or content of a
specific report when it is selected from the list.
RecordsAdmin This portlet allows manipulation of a single record from
the record management system. The record here is the
report document ID shown in the All Documents list.
RecordsSearch This portlet enables searching and listing a set of records
from the record management tools.
AuditSearch This portlet enables searching of specific audit
information from the record management tools.
AuditResult This portlet displays the result of the AuditSearch portlet.

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