Oracle BPA Suite: Model and Implement Business Processes Volume I Student Guide

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1 Oracle BPA Suite: Model and Implement Business Processes Volume I Student Guide D70464GC10 Edition 1.0 September 2008 D56390

2 Author Viktor Tchemodanov Technical Contributors and Reviewers Madhavi Buchi Heidi Buelow Yuko Ishihara Robert Lavallie Nagavalli Pataballa Shankar Raman Meera Srinivasan Glenn Stokol Editors Raj Kumar Nita Pavitran Graphic Designers Rajiv Chandrabhanu Priya Saxena Copyright 2008, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Publishers Veena Narasimhan Joseph Fernandez

3 Contents 1 Introduction Lesson Objectives 1-2 Course Objectives 1-3 Lesson Agenda: Day Lesson Agenda: Day Lesson Agenda: Day What Is a Business Process? 1-7 Process-Centric Versus Function-Centric 1-8 Process-Centric Versus Function-Centric: Example 1-9 Business/IT Collaboration Gap 1-10 Business and IT Have Different Focus 1-11 What Is Business Process Management? 1-12 BPM Benefits 1-13 BPM Life Cycle 1-15 BPM Stakeholders and Objectives 1-17 Introduction to the Courseware Case Scenario: Global Company Sales Processes Case Study 1-18 What Is Business Process Modeling and Analysis? 1-21 Benefits of Business Process Modeling 1-22 Common BPM Scenarios 1-23 Summary Overview of Oracle Business Process Management (BPM) Objectives 2-2 Oracle Business Process Management: Overview 2-3 Oracle Business Process Management: A Comprehensive Platform 2-4 Oracle BPM Methodology 2-6 Oracle BPA Suite: Overview 2-7 Business Process Architect 2-8 Business Process Simulator 2-9 Business Process Publisher 2-10 Business Process Repository 2-11 Oracle Application Integration Architecture and BPA 2-12 BPA Suite Integration 2-13 Simulation and Optimization 2-14 Analyzing Enterprise BPM Knowledge 2-15 iii

4 Benefits of Oracle BPA Suite 2-17 BPA Suite and SOA Suite Interactions 2-18 Oracle SOA Suite: Architecture 2-19 BPEL Process Manager 2-20 Oracle SOA Suite: Architecture 2-21 Oracle Business Rules 2-22 Business Activity Monitoring (BAM) 2-23 Business and Technical Modeling Alignment 2-24 Summary Overview of Basic Business Process Modeling Notation (BPMN) and Modeling a Simple Process Objectives 3-2 Business Process Modeling: Introduction 3-3 Process Levels 3-4 What Is Business Process Modeling Notation? 3-5 BPMN Concepts 3-6 Activities 3-7 Types of Tasks 3-8 Connecting Activities in the Sequence Flow 3-9 Gateways 3-10 Types of Gateways 3-11 Start and End Events 3-12 Performing Conditional Branching: Splitting 3-13 Splitting into Parallel Paths 3-15 Splitting into Mutually Inclusive Paths 3-16 Splitting into Mutually Inclusive Paths: Examples 3-17 Performing Conditional Merging 3-18 Merging Mutually Exclusive Paths 3-19 Merging Mutually Inclusive Paths 3-21 Parallel Join 3-22 Using Swimlanes 3-23 Decomposing Processes into Subprocesses 3-24 Summary: Core Set of BPMN Elements 3-25 Oracle Business Process Architect: Overview 3-26 Starting Oracle Business Process Architect: Home Page 3-27 Connecting to the Local Database 3-28 Creating BPM Projects 3-29 Creating Groups (Folders) 3-31 Creating Models 3-32 iv

5 Creating Objects 3-33 Using New Objects Symbols 3-34 Backing Up Projects 3-35 How to Restore Projects 3-36 Using Connections 3-37 Using Attributes 3-38 Understanding Assignments 3-40 Creating Assignments 3-41 Creating Business Data 3-43 Creating Business Services 3-44 Summary Simulation of Business Process Models Objectives 4-2 Business Process Simulation: Overview 4-3 Benefits of Business Process Simulation 4-4 Oracle Business Process Simulator 4-5 Typical Simulation Parameters 4-6 Setting Simulation Parameters: Example 4-7 Setting Up Parameters and Running a Simulation 4-8 Setting the Process Time for Activities 4-9 Simulation Properties for Branches 4-10 Setting the Probability for Conditional Branches 4-11 Specifying the Instance Model for the Process 4-12 Specifying the Simulation Parameters for the Process Participants 4-13 Configuring the Simulation Run Options 4-14 Running the Simulation 4-18 Simulation Statistics and Interpreting Results 4-19 Interpreting Simulation Results 4-20 Summary Modeling and Simulation of the Future Process Objectives 5-2 Why Model the Future Process 5-3 Future Process Scenario: Bypassing the Manual Activity 5-4 Analyzing the Future Model 5-6 Setting the Processing Time for New Activities 5-7 Setting Probability for the New Conditional Paths 5-8 Running Simulation and Interpreting Results 5-9 Summary 5-12 v

6 6 Publishing Modeled Processes Objectives 6-2 Benefits of Publishing Business Process Models to a Process Portal 6-3 Using Access Privileges 6-4 Benefits of Using Access Control Privileges 6-5 Creating User Groups 6-6 Creating Users 6-8 Specifying Access Privileges for Groups 6-10 Specifying Access Privileges for Users 6-12 Oracle Business Process Publisher: Overview 6-14 Publishing a Business Process Model 6-15 Publishing a Business Process Model: Starting the Home Page 6-16 Oracle Business Process Publisher: Creating a Connection 6-17 Oracle Business Process Publisher: Creating a Web Export 6-18 Oracle Business Process Publisher: Activating a Web Export 6-19 Oracle Business Process Publisher: Viewing the Web Export 6-20 Summary Generating Implementation Model from a Process Model Objectives 7-2 Sharing Business Process Model with IT and Generating BPEL Model: Overview 7-3 Understanding the Validation Rule 7-4 Sharing the Process Model with IT 7-5 Creating a BPEL Process Project 7-6 Creating Connections with Business Process Repository 7-9 Generating a BPEL Process from the Process Model 7-10 Business View and IT View of the BPEL Process 7-11 Understanding the Generated BPEL Artifacts 7-12 BPEL Transformation for Automated Activity 7-13 BPEL Transformation for XOR Conditional Gateway 7-14 Transformation of Business Process Model to BPEL Code 7-15 Summary Adding Implementation Details to the BPEL Process Objectives 8-2 Creating a Database Connection in JDeveloper 8-3 Checking the Content of Database Tables 8-6 Creating a Connection to the Application Server in JDeveloper 8-7 vi

7 Testing the Connection to the Application Server 8-9 Creating a Connection to the BPM Engine in JDeveloper: Integration Server Connection 8-10 Defining Data Sources and Connection Pools in the Oracle Application Server 8-12 Creating a Connection Pool 8-13 Creating a Data Source and a Database Adapter Connection Factory 8-15 Specifying Input for the Process 8-16 Creating Partner Links Using Adapters: Example 8-18 Creating Partner Links Using Adapters 8-20 Creating a Database Adapter: Example 8-21 Creating Invoke Activities 8-23 Creating Assign Activities 8-25 Mapping and Data Linking 8-27 Refining a Human Flow Activity: Example 8-28 Refining a Human Flow Activity 8-30 Autogeneration of a Worklist Form 8-32 Summary Using Worklist Application and Management Console Objectives 9-2 Workflow Services in Oracle BPEL Process Manager 9-3 End-to-End Workflow Scenario 9-4 Human Workflow Requirements 9-5 Workflow as a Service 9-6 Human Workflow Services: Worklist Features 9-7 Running the BPEL Process 9-8 Visualizing the BPEL Process Flow 9-10 Viewing the Activity Audit Trail 9-11 Management Chain: Example 9-12 Escalating a Human Task: Example 9-13 Escalating a Human Task 9-14 Delegating a Human Task 9-15 Setting Vacation Rules for a Human Task 9-18 Summary Continuous Process Development and Merging Business Process Model and Implementation Model Objectives 10-2 Changing the Business Process Model After Implementation 10-3 vii

8 Changing the Business Process Model in BPA Suite 10-4 Sharing the Newer Version of the Business Model with IT 10-6 Comparing the Process Differences 10-7 Viewing Process Differences in Visual Mode 10-8 Accepting Process Differences and Merging the Processes 10-9 Viewing the New Merged Business Model Verifying BPEL Artifacts Retained in the Merged Business Process Summary Advanced Business Process Modeling Objectives 11-2 Start Event Types 11-3 Example of Message Start Event: Triggering the Process 11-4 More End Events 11-5 Abrupt Termination: Example 11-6 Intermediate Events 11-7 Using the Timer Intermediate Event 11-8 Using Pools 11-9 Choreography: Example Asynchronous Request-Response Scenario: Choreography Embedded Subprocess: Features Independent Subprocess: Features Looping Looped Activities Modeling Business Exceptions Handling Business Exceptions in Subprocesses Business Transactions and Compensation Summary Using Best Practices for Implementing BPM Objectives 12-2 Identifying Key Business Features 12-3 Adapting BPA Suite to Your Needs: Modeling Pyramid 12-4 Business Processes Hierarchy: Example 12-5 Features of the Levels Structure 12-6 Defining the Process Hierarchy 12-7 Decomposition of Processes: Process Map 12-8 Decomposition Guidelines: Level 0 Process Map (Conceptual) 12-9 Decomposition Guidelines: Level 0 Objective Diagram (Conceptual) Decomposition Guidelines: Level 0 Risk and Controls (Conceptual) viii

9 Decomposition Guidelines: Level 1 Processes (Main Process) Decomposition Guidelines: Level 2 Processes (Subprocesses) Modeling Activities at Level Decomposition Guidelines: Level 3 Processes General Modeling Guidelines General BPM Guidelines Identifying Stakeholders Gathering Business Requirements Modeling Best Practices Implementing and Deploying Managing and Monitoring Summary Appendix A: Practices and Solutions ix

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