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Techniques for troubleshooting problems

Troubleshooting is a systematic approach to solving a problem. The goal is to determine why something does not work as expected and how to resolve the problem. Certain common techniques can help with the task of troubleshooting.

The first step in the troubleshooting process is to describe the problem completely. Without a problem description, neither you or IBM can know where to start to find the cause of the problem. This step includes asking yourself basic questions, such as:

The answers to these questions typically lead to a good description of the problem, and that is the best way to start down the path of problem resolution.


What are the symptoms of the problem?

When starting to describe a problem, the most obvious question is "What is the problem?" Which might seem like a straightforward question; however, you can break it down into several more-focused questions that create a more descriptive picture of the problem. These questions can include:


Where does the problem occur?

Determining where the problem originates is not always simple, but it is one of the most important steps in resolving a problem. Many layers of technology can exist between the reporting and failing components. Networks, disks, and drivers are only a few components to be considered when you are investigating problems.

The following questions can help you to focus on where the problem occurs in order to isolate the problem layer.

Remember that if one layer reports the problem, the problem does not necessarily originate in that layer. Part of identifying where a problem originates is understanding the environment in which it exists. Take some time to completely describe the problem environment, including the operating system and version, all corresponding software and versions, and hardware information. Confirm that you are running within an environment that is a supported configuration; many problems can be traced back to incompatible levels of software that are not intended to run together or have not been fully tested together.


When does the problem occur?

Develop a detailed timeline of events leading up to a failure, especially for those cases that are one-time occurrences. You can most simply do this by working backward: Start at the time an error was reported (as precisely as possible, even down to the millisecond), and work backward through the available logs and information. Typically, you need to look only as far as the first suspicious event that you find in a diagnostic log; however, this is not always simple to do and takes practice. Knowing when to stop looking is especially difficult when multiple layers of technology are involved, and when each has its own diagnostic information.

To develop a detailed timeline of events, answer the following questions:

Responding to these types of questions can provide you with a frame of reference in which to investigate the problem.


Under which conditions does the problem occur?

Knowing what other systems and applications are running at the time that a problem occurs is an important part of troubleshooting. These and other questions about your environment can help you to identify the root cause of the problem:

Answering these types of questions can help you explain the environment in which the problem occurs and correlate any dependencies. Remember that just because multiple problems might have occurred around the same time, the problems are not necessarily related.


Can the problem be reproduced?

From a troubleshooting standpoint, the "ideal" problem is one that can be reproduced. Typically with problems that can be reproduced, you have a larger set of tools or procedures at your disposal to help you investigate. Consequently, problems that you can reproduce are often simpler to debug and solve. However, problems that you can reproduce can have a disadvantage:

If the problem is of significant business impact, you do not want it to recur! If possible, re-create the problem in a test or development environment, which typically offers you more flexibility and control during your investigation.


Tip: Simplify the scenario to isolate the problem to a suspected component.

The following questions can help you with reproducing the problem:

Troubleshooting and support