Leveraging ODM decisions in watsonx Orchestrate
Technical Sales Level 3 demo

This 300 demonstration requires an IBM watsonx Orchestrate (standard or enterprise) environment with the ‘builder profile’ access rights. The procedure to request a watsonx Orchestrate environment access is documented on the watsonx Orchestrate environment access on TechZone.

Make sure you are granted the ‘builder profile’ role in your 300 environment request.

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To run this demonstration, you will need an OpenShift environment with Cloud Pak for Business Automation 23.0.2 installed. We will use IBM Operational Decision Manager on prem version contained in this installation.

1. Visit the TechZone environment provisioning page.
   
   

2. Click the CP4BA 23.0.x - Multi-Pattern Starter tile.
   
   

3. Select Reserve now tile.
   
   
   

4. Select Practice / Self-Education
   
   
   

5. Enter a Purpose description
   
   
   

6. Select your Preferred Geography
   
   
   

7. Select ‘5’‘ as ‘Worker Node Couunt’
   
   
   

8. Select ’16 vCPU x 64GB – 100GB ephemeral storage’ as the Starter service (1) in the Worker Node Flavor
   
   
   

9. Read and agree to IBM Technology Zone’s Terms and Conditions and End User Security Policies (1). Click Submit (2).
   
   
   

10. Check that the request was correctly submitted, and wait for the confirmation emails.
    
    
    

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After 4-5 hours, your Cloud Pak for Business Automation (CP4BA) should be ready. After requesting your CP4BA, you will receive a series of emails from IBM Technology Zone regarding the progress of your request.

1. Check for an email with the subject Reservation Ready on IBM Technology Zone (1). Click View My Reservations (2)
   
   

2. Copy paste your Kubeadmin / Passwords in your notebook
   
   

3. Click your reservation tile.
   
   

4. Click the Open your IBM Cloud environment.
   
   

5. Log in using your kubeadmin login and password.
   
   

6. Expend Workloads (1) – Click ConfigMaps (2)
   
   

7. Expend the Project menu (1) – Select cp4a-Starter (2).
   
   

8. Type access in the search field (1) – Click icpdeploy-cp4ba-access-info (2).
   
   

9. Scroll-down to the ODM-access-info section.
   
   

10. Add to your notebook the following information: Admin username / password (1) - Decision Center URL (2) - Decision Server Console URL (3) - CloudPak dashboard URL (4)
    
    

11. Add to your notebook the CPD URL of your CP4BA install.
    
    

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1. Log into the CP4BA Dashboard interface interface using the Dashboard URL from your notebook using Enterprise LDAP.
   
   

2. Use the Admin Username (cp4admin) credentials (1) from your notebook. Click Log in (2).
   
   

3. Right-click on your avatar icon (1). Click Profile and settings (2).
   
   

4. Click API key.
   
   

5. Click Generate new key.
   
   

6. Click Generate.
   
   

7. Click the show
   
   

8. Copy and paste the API key into your notebook (1). Click Close (2).
   
   

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1. Open a terminal window.
   
   

2. Type the command:
   echo -n "cp4admin:<your API key>" | base64
   
   

3. Copy and paste your ZEN API key (in blue) in your notebook using the format ‘ZenApiKey + [your generated ZEN API key]’
   
   

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At this stage your notbook should contain the following information:

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Four installation files are required for the setup of this demonstration.

To set up IBM Operational Decision Manager (ODM):
• Customer Service.zip
• Get Request Details.zip

To set up watsonx Orchestrate (ODM on prem):
• XXX FocusCorp Customer Service.json
• XXX FocusCorp Get data from database.json
OR
To set up watsonx Orchestrate (ODM on SaaS):
• XXX FocusCorp Customer Service.json
• XXX FocusCorp Get data from database.json

Customer Service.zip contains the business rule decision service driving the customer service decisions.
Get Request Details.zip contains some rules that are used to simulate access to the FocusCorp database. These rules are providing the customer and purchase details based on a customer and purchase ID. This service is used to create the ‘FocusCorp get data from database’ skill. The two JSON files are the skills configuration files that are used to make the skill creation faster in watsonx Orchestrate.

Download the four files corresponding to your configuration on your computer to have them ready to setup ODM and watsonx Orchestrate.

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1. Log in to the Decision Center using the URL and credentials from your notebook.
   
   

2. Click the LIBRARY tab.
   
   

3. Click the import icon.
   
   

4. Click Choose.
   
   

5. Navigate to your local folder and select Get Request Details.zip (1). Click Open (2).
   
   

6. Click Import.
   
   

7. Click the LIBRARY tab.
   
   

8. Repeat from Step 3 and import the Customer Service.zip file.
   

9. Click Get Request Details.
   
   

10. Click main.
    
    

11. Click the Deployments tab.
    
    

12. Click the Configurations tab.
    
    

13. Click the + icon.
    
    

14. For the Configuration name, enter ‘wxoDeploy’ (1). For the RuleApp name, enter ‘FocusCorp_GetRequestDetails’ (2). Click the Operations tab (3).
    
    

15. Select the FocusCorp_Get_request_details operation (1). Click the Targets tab (2).
    
    

16. Check the Decision Service Execution target server (1). Click the save icon (2).
    
    

17. Click Create new version.
    
    

18. Hover your cursor over the wxoDeploy row and click the deploy icon.
    
    

19. Click Deploy.
    
    

20. Click OK.
    
    

21. Wait for the service to be deployed.
    
    

22. Click the LIBRARY tab.
    
    

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Let’s deploy the decision service driving the ‘Customer Service’ decision of the demo.

For this service, we are going to deploy two different instances with two different operations. One will be used by the finalized ‘Customer Service’ skill; the other one will be used to show how to create a skill step by step in watsonx Orchestrate. For this second one, you will have to update the RuleApp name with your own ‘XXX’ initials in order to not conflict with some skills that may have already been published by other users of your watsonx Orchestrate tenant.

1. Click the Customer Service decision service.
   
   

2. Click the main.
   
   

3. Click the X to remove the filter on the decision artifacts.
   
   

4. Expand the Customer Service folder.
   
   

5. Click Operations.
   
   

6. Hover your cursor over the FC_CustomerService row and click the edit icon.
   
   

7. Replace the ‘XXX’ in the Ruleset Name with your own three-letter initials (1). Click the save icon (2).
   
   

8. Click Create New Version.
   
   

9. Click Deployments.
   
   

10. Click Configurations.
    
    

11. Click the + button.
    
    

12. For the Configuration name, enter ‘wxODeploy’ (1). For the RuleApp name, enter ‘FocusCorp_CustomerService’ (2). Click the Operations tab (3).
    
    

13. Select the FocusCorp_CustomerService operation (1). Click the Targets tab (2).
    
    

14. Select the Decision Service Execution target server (1). Click the save icon (2).
    
    

15. Click Create New Version.
    
    

16. Repeat from Step 11 using the following information:
    
    • Configuration name: wxoDeployDemo
    • RuleApp name: FC_CustomerService
    • Select the FC_CustomerService operation
    

17. Hover your cursor over the wxODeploy row and click the deploy icon.
    
    

18. Click Deploy.
    
    

19. Click OK.
    
    

20. After the deployment is completed, click Configurations.
    
    

21. Repeat from Step 17 and deploy the wxODeployDemo configuration.
    
    We are done with the Decision Center configuration, let’s now make sure the two decision services are correctly deployed on the Rule Execution Server.
    

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Let’s now make sure the two decision services are correctly deployed on the Rule Execution Server.

1. Open the Decision Server Console using the URL from your notebook.
   

2. Click the Explorer tab.
   
   

3. [Optional] Select the two RuleApps that are not part of the demo (1). Click Remove (2).
   
   

4. Click Confirm.
   
   

5. Click FC_CustomerService.
   
   

6. Make sure the ruleset name has your updated initials (it is ‘XXX’ in the screenshot by default).
   
   

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To quicken the demo setup, we are providing two skill configuration files. In order to avoid conflicts with other watsonx Orchestrate users, we are going to customize these skills with your own three-letter initials.

We are also going to update the server URL with the URL of your own ODM Rule Execution Server.

1. Open the XXX FocusCorp Customer Service.json file with a compatible text editor of your choice.
   
   

2. Replace the server URL with the CMD URL from your notebook.
   
   

3. Replace the two occurrences of ‘XXX’ occurrences with your own three-letter initials.
   
   

4. Save the file under a new name containing your own initials.
   

5. Repeat from Step 1 to update the second JSON file (XXX Focus Corp Get data from database.json).
   

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1. Log in to your watsonx Orchestrate instance using your IBM ID credentials.
   
   

2. Click the menu slider icon.
   
   

3. Click Skills.
   
   

4. Enter your ‘XXX’ initials to see the skills that may have been deployed with these same initials.
   
   

5. Click Add skills.
   
   

6. Click From files.
   
   

7. Click Drag and drop files here or click to upload.
   
   

8. Select the XXX FocusCorp Get data from database.json file you previously customized (1). Click Open (2).
   
   

9. Click Next.
   
   

10. Select the XXX FocusCorp Get data from database skill (1). Click Add (2).
    
    

11. Enter your ‘XXX’ initials to search for your skill.
    
    

12. Click the ellipsis icon (1). Click Enhance this skill (2).
    
    

13. Click Publish.
    
    

14. Enter your ‘XXX’ initials and check that your skill is correctly published.
    
    

15. Repeat from Step 5 and import the XXX FocusCorp Customer Service.json file.
    

16. Click IBM watsonx Orchestrate.
    
    

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1. Click Add skills from the catalog.
   
   

2. Enter your ‘XXX’ initials to search for the imported skills in the catalog.
   
   

3. Click the XXX FocusCorp_Get_Data_From_database skill.
   
   

4. Click Connect app.
   
   

5. Enter your ZEN API key from your notebook (1). Click Connect app (2)
   
   

6. Click Add skill +.
   
   

7. Check that your skill is added. Click IBM watsonx Orchestrate.
   
   

8. Repeat from Step 1 and add the XXX FocusCorp Customer Service skill.
   

9. Click the XXX Focus Corp Get data from database skill to test it.
   
   

10. Enter ‘johnsmith@acme.com’ as the Customer email (1). Enter ‘001’ as Product identification number (2). Click Apply (3).
    
    

11. Check that the service returns some values.
    
    

You are now ready to demo!

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The provided skills (jason files) are configured to use the latest deployed ruleapp. You can use that following additional actions to illustrate this capability:

1. Update a business rule in the Decision Center with any policy update of your choice.
2. Deploy a new version of the RuleApp in the Rule Execution Server using your exiting deployment configuration.
3. Re-run the exact same skill flow and show that the new rules have been applied.

After each demo, you must remove the New XXX FC FocusCorp Customer Service skill you imported using the discovery service, as well as the skill flow created during the demo.

1. Click the menu slider icon.
   
   

2. Click Skills.
   
   

3. Enter your ‘XXX’ initials to access your skills.
   
   

4. Look for the skill with the Skill flow skill type. Click its corresponding ellipsis icon (1). Click Delete this skill (2).
   
   

5. Click Delete.
   
   

6. Repeat from Step 4 and delete the New XXX FC Customer Service skill.
   
   

7. Click IBM watsonx Orchestrate.
   
   

8. You are now ready to demo again.
   
   

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1. Repeat the AFTER EACH DEMO steps and remove the four ‘XXX’ skills (XXX being your own initials).
   
   

2. Enter your ‘XXX’ initials and make sure no skills remain.
   
   

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