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Backbase In Depth

Ersin Ertan
September 16, 2016

Backbase In Depth

Backbase in depth with a more technological view on the offering, and how integration works for your business.

Ersin Ertan

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

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  2. In-Depth Technologies
    CXP
    Launchpad
    Forms
    Mobile SDK

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  3. In-Depth Technologies
    CXP
    Launchpad
    Forms
    Mobile SDK

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

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  5. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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  6. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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  7. 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

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  8. 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

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  9. CXP Manager: Auditing Services
    Event logging for:
    Portal Services - successful create, update, delete operations and changes in permissions
    Publishing Services: publishing events
    Can be enabled individually

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  10. CXP Manager: Versioning Services
    Navigate 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

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  11. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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

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  13. 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

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  14. 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

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  15. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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  16. CXP: Portal Services 1
    Main 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
    <=>

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  17. CXP: Portal Services 2
    Features:
    Portal and Page Management
    Authentication
    Authorization
    Personalization
    Unified Data Storage
    Release Management

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  18. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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  19. 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

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  20. CXP: Content Services 2
    Features:
    Content Aggregation
    Integration
    Administration
    Scalability
    Failover
    Implements parts of the CMIS standard

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  21. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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  22. 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

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  23. 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

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  24. CXP Services
    CXP Manager
    Portal
    Content
    Publishing
    Integration
    Mashup(Deprecated)
    Targeting

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  25. 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

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  26. In-Depth Technologies
    CXP
    Launchpad
    Forms
    Mobile SDK

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  27. Launchpad 1
    Backbase Component Library
    Page Custom Properties
    Rest API

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  28. Launchpad 2
    Launchpad and Forms are installed with Archetype
    Maven modules

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  29. Launchpad: Component Library
    Wealth Collection
    Retail Collection
    Commercial Collection
    Each collection has a unique set of Widgets, Features, Containers, Themes, and
    Templates

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  30. 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

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  31. 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

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  32. In-Depth Technologies
    CXP
    Launchpad
    Forms
    Mobile SDK

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  33. Forms
    Form Studio: create and maintain forms
    Form Runtime: execute a form
    Form Publisher: publish a form from one
    environment to another

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  34. 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

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  35. Forms: Studio 2
    Complete revision control
    Work with external and internal libraries
    Multilingual elements
    User and access management
    Working with multiple projects

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  36. 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)

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  37. 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

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  38. 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

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  39. Questions
    Thank You
    Sep 16th 2016
    github.com/
    Ersin-Ertan

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