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This document describes how to install and set up Serena® Business Mashups, a product of Serena Software, Inc.

Serena Business Mashups enables you to easily create workflows, applications, and mashups. Without requiring technical IT resources, Business Mashups enables business users to build mashups that coordinate execution across applications, platforms, and teams.

To understand and use Business Mashups, you have to understand mashups, applications, and orchestrations. Each of these concepts denotes containers or collections of elements, and each performs a specific function to help you effectively manage your projects.

• Mashup – A mashup can contain multiple applications and orchestrations, which emit mashup events that execute activities in other tools or applications. A mashup may also contain the Global Application, which contains core database elements, such as system auxiliary tables, and design elements that are not unique to a single mashup, such as JavaScripts.

• Application – A collection of elements that work together to solve a business requirement, such as managing a team's work tasks or tracking customer support calls. Applications typically contain workflows, fields, forms, roles, projects, reports, and notifications. Once applications are deployed as part of a mashup, they can be configured for your runtime environment using Mashup Administrator. Applications can reference orchestrations.

• Orchestration – Orchestrations define the interaction of systems and Web services. System-based operations, such as BPEL processes, can be arranged into an orchestration workflow using Mashup Composer. Orchestration workflows can then be linked to mashup events and called by transitions in applications.

In essence, a mashup is a container for multiple applications and orchestrations. Storing multiple applications in a single mashup eases the process of creating and maintaining relationships between applications. For example, you may create relational fields between two applications, which means that these two applications are closely linked and should be treated as a single unit. Using a mashup lets you be sure to deploy the two applications simultaneously.

Serena Business Mashups introduces a robust process for creating and maintaining your mashups and applications.

There are five main steps to the process, allowing for control and ease of use. They are design, publish, deploy, configure, and use. Each of these steps occurs in a specific Business Mashups component.

The first step is design. All design tasks take place in Mashup Composer. Application and workflow designers use Mashup Composer to create and edit existing applications and workflows. These changes occur outside the runtime servers, which means that the changes are not applied immediately. The changes have to be published and deployed to the server before the changes will be active.

After the design step, you publish the mashup. This step is performed from Mashup Composer. Publishing takes the completed mashups, moves them into the Mashup Repository, and makes the mashup visible in Mashup Manager. The published mashup is versioned in the database, meaning that the particular set of changes is saved in the database as one version. Administrators can decide which of these versions of a mashup to deploy to the server. This additional versioning feature gives administrators the ability to restore a previous version in case a change has undesired effects.

You deploy the mashup to move the mashup and its applications to Serena Mashup Server. The deployment makes the mashup and its changes active and ready for configuring by the administrators. Depending on how you configure your environments, you can deploy from Mashup Composer or Mashup Manager.

In the configure phase, administrators use Mashup Administrator to configure the deployed mashup. Configurations include two main aspects, permissions and project configuration. Administrators configure the permissions for users and groups, giving them the necessary privileges to perform actions in Business Mashups. Administrators also configure projects and permissions for each project in Mashup Administrator.

After the mashup is configured with the correct projects and permissions, your applications are ready for use. Users can access the mashup through the Business Mashups Web interface.

The following diagram shows the mashup workflow:

You can download Business Mashups in its entirety, which includes all components listed previously, or you can download just Mashup Composer. If you download Mashup Composer, you can design applications and mashups, but cannot publish them to the Business Mashups Repository or deploy them to the Application Engine for running and testing.

These simple scenarios could help you decide what to download and install.

Install only Mashup Composer if:

• You want to design your own workflow without publishing and deploying it to the Web interface.
• You want to explore the concept of roles and how they can be used to restrict workflow transitions.
• You want to design custom forms, and are satisfied with previewing them in Mashup Composer.

Install Business Mashups if:

The sample database, which was created during installation, includes a set of mashups that you can evaluate and modify in Mashup Composer. After modifying a mashup, you can publish and deploy it so that you can view your changes in the Web interface.

To modify the sample mashups:

Step	Action	Example
1	From the Mashup Manager navigation pane, select Environments. Click Default Environment and then click the Deployed Mashups tab.
2	Select the mashup that you want to modify and click Get Mashup From Application Engine.
3	In the dialog box that opens, provide a label name (for example, 1.0) and click OK.
4	In Mashup Composer, click the button in the upper left corner of the window, and then select Open.
5	In the Open Mashup dialog, choose Look In: Mashup Repository. The mashup you selected in step 2 should appear. Select the mashup and click Open. Note: You must have already connected to the Mashup Repository. For details, refer to Verifying Installation.
6	Modify the mashup and click Save Locally to save changes to your local machine. For details on working with a mashup, refer to the online help in Mashup Composer.
7	To check your changes in to the repository, click the button in the upper left corner of the window, and then select Mashup Repository > Check In All. Enter a comment (optional) and click OK.
8	Click the button in the upper left corner of the window, and then select Publish. Enter a comment (optional) and click Publish.
9	Click the button in the upper left corner of the window, and then select Deploy. The Default Environment should be selected. Click OK.
10	Once the deployment completes, a message appears in the Message List. To show the Message List in Mashup Composer, go to the Home tab, Common Views area, and click Message List.
11	You can now view your changes in the Web interface at: http://machineName/tmtrack/tmtrack.dll?
12	You can also use the Quick Deploy option instead of checking in, publishing, and then deploying. The Quick Deploy option performs all those same steps and uses the same deployment settings. Once the Quick Deploy is finished, the mashup elements are checked back out so you can continue working on your mashup.

The ability to load and use other existing mashups is a powerful feature, which gives you great flexibility by finding existing mashups that contain the features that you need. You can download mashups from Mashup Central via Mashup Composer by clicking the Composer Button and selecting New. From there, you can tailor the mashup in Mashup Composer to meet your company's needs. Using existing mashups reduces the amount of time that you have to spend designing your mashups.

There are several existing mashups such as Issue Defect Management (IDM), Employee Time-off, as well as Change Requests and Asset Tracking and Procurement. Some of the existing mashups let you integrate Business Mashups and other third party products, such as the SalesForce.com "Sales Discount Approval" mashup. Explore Mashup Central and discover existing mashups that meet all your business needs.

• Getting Started with Business Mashups (help.serena.com/mashups/prebuilt/gsg/help.html)
• Serena Business Mashups Web-based Training (www.serena.com/serenacourseware/mashups2009/)
• Serena Business Mashups Documentation (installed with Business Mashups)