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1 Copyright bizagi

2 1. Process Automation with bizagi... 3 Description... 3 Objectives... 3 Target Audience Profile... 4 Duration Part I Basic concepts to build a bizagi solution... 5 Description... 5 Program Part II Basic concepts to integrate and operate bizagi... 7 Description... 7 Program Requirements of hardware and software

3 This course presents the concepts and tools provided by bizagi, so that the proper modeling, automation, administration, and optimization of business processes can be achieved. The intended audience of this course encompasses the following roles within a bizagi project and taking this training prior to the beginning of the project is highly recommended. This course has a total duration of 3 days and is compounded by two parts: a functional part (2 days) and a technical one (1 day). Part I Basic concepts to build a bizagi solution: this part of the course covers the bizagi generalities enabling the participants to identify and understand the concepts of bizagi as a BPM solution, its applications, components and functionality. Part II Basic concepts to integrate and operate bizagi: in this part of the course, the bizagi s internal architecture and the integration possibilities will be learned, which will allow the integration of automated process with other existing applications in an organization. In addition, the basic concepts to perform the deployment of the bizagi application are covered (deployment). Upon completion of the course the student will be able to: Identify and understand the bizagi concepts such as the BPM solution, applications, components, functionality, and tools of structuring and configuration. Diagram a process flow according to the BPMN processes modeling standards. Configure the process activities screens with the fundamental elements provided by the tool; thus, the process final users will have the graphical interface with which they will work daily. Create the fundamental business rules to define the solution behavior and control the process flow. Configure the business conditions under a simple behavior scheme; thus, adequate people to each one of the process activities can be assigned according to available assignment criteria and the pertinent organizational structure such as organizational positions, geographic location, roles, and skills. Know and identify the different integration mechanisms that bizagi provides to integrate bizagi with other systems. (Virtualization, replication, SOA interfaces). 3

4 Configure the properties of the user authentication scheme to allow access to the work portal according to the different access permissions and restrictions. Deploy the processes of the development environment to other environments that integrate the bizagi development cycle. This course is aimed at people with knowledge and experience in implantation of processes and basic programming who are related or interested in the development of BPM projects and automation of processes with bizagi. In particular for the part II (technical), the participants should have technical knowledge in development on platforms.net and MSSQL database administration. 3 days (full time days) 4

5 This part of the course provides the foundations and the knowledge necessary to model applications in bizagi. The course covers the structural functionalities and concepts on which bizagi is based. Through progressive laboratories and practical workshop, this course enable you to learn the process automate with bizagi from a practical and objective view. 1. Training description and methodology 2. General bizagi-bpm concepts, components that integrate the bizagi solution and explanation of the bizagi Solutions Construction Cycle 3. Characteristics and definitions of the bizagi Studio functionality Concepts and characteristics of the bizagi Process Modeler and BPMN Characteristics and description of the bizagi Studio elements Characteristics and description of the bizagi Web application 4. Drawing the process diagram Elements and figures used in the process diagram (BPMN) Drawing the process diagram Processes and shapes properties 5. Data Modeling Concepts and characteristics of the bizagi data model Creating the data model 6. User interface Concepts and construction of forms related to the activities in bizagi 5

6 o o o o Activity forms Fields properties in forms Validations, behaviors and action in forms Global and summary forms 7. Expressions Expressions associated to the sequence flows Expressions associated to the activity events Expressions used to configure the visibility, edition and mandatory of the attributes in forms 8. Business Rules (Policies) Concepts, functionality and applicability of business rules Vocabulary creation and configuration Creation and configuration of business rules Administration and creation of business policies from the web application 9. Other functionalities of bizagi: creation and configuration of messages and letters, administration and security conditions. 10. Resource assignment in bizagi Creation of organizations in bizagi Creation and administration of final users and construction and configuration of common assignment rules 11. General questions and feedback 6

7 This part of the course focuses in the technical aspects and provides the necessaries basic knowledge to integrate the bizagi application with the applicative architecture of organizations, connecting with databases and applications through the SOA layer. Finally, it allows the developer to perform the deployment of the bizagi application, once it s been fully developed. 1. Configuration parameters 2. Integration of bizagi with other systems Definition of Integration Layer Guidelines and better integration practices Configuration of asynchronous tasks Invocation of web services from business rules Understanding bizagi SOA Layer Definition of the data virtualization layer Definition of the data replication layer 3. Administration and Security User authentication types Synchronization of information with LDAP systems Administration and security conditions 4. Publication of processes Deployment 5. Administration from the Web Application 6. General questions and feedback 7

8 It is necessary one computer for each participant with the following specifications: Processor: Core 2 of 1.66GHz - compatible processor or higher Hard Drive with at least 10 GB of free disk space. Memory RAM of minimum 2GB. Screen: 1024 x 768 or higher resolution USB port. VM Ware Player to install the virtual machine in which the course exercises will develop 8

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