Oracle BPM 11g. Hands-On Workshop Lab Guide

Transcription

1 Oracle BPM 11g Hands-On Workshop Lab Guide Copyright 2010

2 TABLE OF CONTENTS AGENDA:... 4 GETTING STARTED... 5 LAB 1: BPMN MODELING Introduction Naming Convention Creating the BPM Project for Quote Process Creating the high-level outline of the BPMN process Adding conditional split for Business Practices Review Step Adding parallel paths for approvals Adding loops for redo of Quote LAB 2: PROCESS SIMULATION WITH BPM STUDIO Process Simulation Overview Process Simulation Lab Creating Process Simulation Models Creating the Project Simulation Definition Running the simulation Analyze the Simulation Results LAB 3: PROCESS IMPLEMENTATION Naming Conventions Launch BPM Studio Business Catalog Creating a Business Object Data Inputs and Data Outputs Creating Data Objects Implementing Enter Quote Details Interactive Task Configuration of the Service Task DAY 2 ENVIRONMENT SETUP LAB3 CONTINUED Mapping swim lane Roles to LDAP Roles Deploying the process Using the Oracle BPM Workspace Monitoring the Process Instance using Workspace LAB 4: BPM COMPOSER Introduction Creating a Process Blueprint in BPM Composer Creating a Process Template in BPM Studio Creating a Mediator Service Creating a Process from a Project Template using Composer Confidential Page 2 of 167

3 LAB 5: MONITORING AND ANALYTICS Adding Monitoring to a BPMN Process Configuring BPM Project for BAM Monitoring Creating BAM Dashboards Viewing BAM Dashboards APPENDIX Set up MDS Connection Publish BPM Project in BPM Studio to MDS Confidential Page 3 of 167

4 Agenda: DAY 1 8:30-9:00 Sign In 9:00-9:30 Introductions and JDeveloper Install 9:30-10:30 Oracle BPM Product Overview Presentation and Demo 10:30-10:45 BREAK 10:45-12:00 Process Modeling with BPMN Presentation Modeling Lab1 12:00-1:00 LUNCH 1:00-2:30 Process Simulation Presentation Simulation Lab 2 2:30-2:45 BREAK 2:45-4:30 Process Implementation Presentation Implementation Lab 3 4:30-? Day 1 Wrap up Q & A DAY 2 9:00-10:30 Implementation Lab (con d) Deploy and Testing 10:30-10:45 BREAK 10:45-12:00 Customization and BPM Composer Presentation Composer Lab 4 12:00-1:00 LUNCH 1:00-3:00 Process Analytics Pre sentation Process Analytics Lab 5 3:00-? Day 2 Wrap up Q & A Confidential Page 4 of 167

5 Getting Started We re going to be installing Oracle JDeveloper and then adding the SOA and BPMN editor plug-in s. 1) Double-click jdevstudio11113install.exe in the location you downloaded to (c:\bpmworkshop) 2) Click Next on the Welcome screen. Confidential Page 5 of 167

6 3) Make sure the Create a New Middleware Home radio button is selected. If you do not want to use the default installation directory make sure you install to path which does NOT contain spaces (do NOT install to Program Files). 4) Select Complete install and click Next. Confidential Page 6 of 167

7 5) Click Next on the Confirm Installation Directories page. 6) Keep the default of All Users and click Next. Confidential Page 7 of 167

8 7) Click Next to start the installation, it will take a few minutes to complete. When it completes, De-Select the Run QuickStart option and click Done. Confidential Page 8 of 167

9 8) To Start JDeveloper either click the JDeveloper Studio option under the Oracle Fusion Middleware Start Menu Program group or double-click jdeveloper.exe from Windows Explorer under your <Middleware Home>\jdeveloper path 9) Select Default Role and OK to open. 10) Just click OK on the file associations screen. Confidential Page 9 of 167

10 11) De-select the usage tracking option and click OK 12) De-select Show tips at Startup and close the Tip of the Day. 13) Select Help from the Menu Bar. Confidential Page 10 of 167

11 14) Select Check for Updates 15) Click Next on the Welcome page. 16) Select the Install for Local File radio button then click Browse. Confidential Page 11 of 167

12 17) Navigate to your C:\BPMWorkshop (or wherever you saved the download files) and select the soa-jdev-extension.zip and click Open. 18) Click Next 19) Click Finish Confidential Page 12 of 167

13 20) Click Yes to restart. 21) Repeat steps 13 through 16. Instead of Step 17 we ll instead select the bpm-jdev-extension.zip file. 22) You ll need to restart JDeveloper one more time. Confidential Page 13 of 167

14 Lab 1: BPMN Modeling Introduction Note: The solution for this chapter can be found in c:\bpmworkspace\solutions\salesquotelab_lab1.zip The first exercise is based on building the Sales Quote Process model. You first create an outline of the process flow as a BPMN model using the Oracle BPM Studio. Oracle JDeveloper with the BPMN Editor extension is called Oracle BPM Studio. Implementation details are added in a later exercise. The Sales Quote scenario is as follows: The business process implements a solution for Sales Representatives to submit Sales Quotes and manage all the approvals within a particular Sales organization. A quick recap on the business process definition and its flow is detailed below. The Business Process is triggered by a Sales Representative creating a Task to Enter the Quote details in the Enter Quote interactive step. The next step is to determine the list of approvers for the Quote using business rules and also to determine whether additional review by Business Practices is required. This is accomplished through the Determine Approval Rules step. After the rules have been evaluated, the next step is to check whether Business Practices Review is required and if yes go through the Business Practices Review step. The Quote then has to get approved for the deal structure and terms. After the Business Practices Review has been completed, the process instance moves to the Approve Quote and Approve Terms activities that are executed in parallel. The Approve Quote activity is executed by approvers in the Approvers role and the Approve Terms by individuals that have been assigned the Contracts role in the organization. Once these 2 steps in the business process have been completed successfully, the process instance moves on to the Finalize Contracts step and waits for its final approval by an individual in the Contracts role. Confidential Page 14 of 167

15 The complete flow is shown in the figure below. Naming Convention The folder and the application should be called SalesQuoteLab The project and the composite should be called QuoteProcessLab The process should be called RequestQuoteLab Confidential Page 15 of 167

16 Creating the BPM Project for Quote Process 1. Open BPM Studio and select the BPM Process Analyst mode when you start JDeveloper. 2. On the Upper Left Select New Application. Confidential Page 16 of 167

17 3. Enter SalesQuoteLab for the Application Name, choose BPM Application in the center panel and click Next. 4. Enter QuoteProcessLab for the Project Name. and click Finish Confidential Page 17 of 167

18 5. Close the Overview tab by hovering your mouse over the tab and clicking the X. 6. Go to the BPM Project Navigator by clicking on tab on the left hand side. Creating the high-level outline of the BPMN process 7. Right-click QuoteProcessLab and select New Process. Confidential Page 18 of 167

19 8. Select From Pattern» Manual Process. 9. Click Next 10. Specify the name for the Process RequestQuoteLab. Click Finish. 11. This creates a RequestQuoteLab process with a Start Event (thin circle) and End Event (thicker circle) of type None with an Interactive Task of type User Task in between. The Start Event of type None signifies that there is no external event triggering the process. The first activity after the Start Event creates the process instance. 12. In addition, a default swim lane Role gets created and the swim lane points to the default logical role Role. Confidential Page 19 of 167

20 Note: In BPM Studio, the swim lanes in the BPMN process point to logical Roles. A logical role represents a process participant (user or group) and needs to be mapped to physical roles (LDAP users/groups) before the process is deployed. This will be addressed in Lab 2. The Interactive Tasks refers to a step that is managed by the workflow engine. The Performers represent the business users who need to carry out the Interactive Task. The associated Task (work to be performed) is shown in the inbox of the assigned Performers when the Interactive Task is triggered. The actual work is performed only when the Performer executes on his Task. The Task is presented to the Performers through a browser based worklist application. In BPM Studio, the Performer is automatically set to the Role associated with the swim lane in to which the Interactive Task is dropped. 13. Right click on the User Task step, select Properties and specify name Enter Quote Details for the step. Click OK. 14. Now, change the name of the default role Role to SalesRep by going to QuoteProcessLab/ Organization node. Confidential Page 20 of 167

21 15. In the left navigation bar, select BPM Project Navigator to view the contents of the BPM project. Right-click on Organization node and select open. This opens up the Organization pane. 16. Highlight the default role named Role and use the pencil icon to edit it to be SalesRep. 17. Click on the + sign to add the following Roles Approvers, Business Practices and Contracts. Confidential Page 21 of 167

22 18. Close the Organization window by hovering over the tab and clicking X. Click Yes when prompted to save. The performer or assignee for the Enter Quote Details User Task is now set to the SalesRep Role. 19. Right-click on the process diagram just below the SalesRep-Lane. Choose the Add Role option. 20. Select Business Practices from the list of options available. Click OK. 21. Drag the End activity to the right to give us more room to work. Confidential Page 22 of 167

23 22. Open the View->Component Palette. 23. Click on User Task from the BPM Component Palette. You ll find it by opening the Activities node. Confidential Page 23 of 167

24 Important: Note that the click-and-drop action from Component Palette to process canvas works a bit differently than other drag-and-drop actions - you have to release the mouse button after the click to select the component in the palette (instead of holding down the mouse button) and then click in the process canvas to drop it. 24. Drop this new User Task after the existing Enter Quote Details User Task by hovering on the center of the connector between Enter Quote Details and End until the connector turns blue. Then click the mouse button to drop the Task. 25. Name this User Task, Business Practices Review and click OK. The connection lines are automatically created. Confidential Page 24 of 167

25 26. Drag the new Business Practices Review User Task to the Business Practices lane. The performer or assignee for the Business Practices Review - User Task is automatically set to Business Practices role. 27. Create two more lanes for Approvers and Contracts. 28. Drag the End activity to the right side of the Contracts lane. Confidential Page 25 of 167

26 29. Do a Save All either by choosing File Save All from the Menu Bar or clicking the icon. 30. Drop 3 User Tasks on to the process diagram, one following the other, and name them Approve Deal, Approve Terms and Finalize Contracts respectively. Make sure when you drop that the connector line has turned blue. 31. Move the Approve Deal to the Approvers Lane. 32. Move the other 2 User Tasks Approve Terms and Finalize Contracts to the Contracts Lane. Confidential Page 26 of 167

27 33. Finally add a Service Task right after the Finalize Contracts User Task from the BPM Component Palette and name it Save Quote. The modified diagram should look something like this: 34. Do a Save All Adding conditional split for Business Practices Review Step 35. We now have a high-level outline of the process. We can now start adding the conditional branching to include the scenario where the Business Practices Review step can be completely bypassed. 36. Click & drop an Exclusive (XOR) Gateway from the Gateways Pane and add it to the process right after the Enter Quote Details step (not on top of a connector). Add it to the Business Practices swim lane. Confidential Page 27 of 167

28 37. In the Properties Editor set the Name to Is Business Practices Review required? 38. This Is Business Practices Required? - Gateway will have 2 outgoing branches the conditional one leads to Business Practices Review and the default branch directly joins with the Approve Deal step. 39. First, select the connector coming from Enter Quote Details (currently connected to Business Practices Review) and drag it to the gateway. Confidential Page 28 of 167

29 40. Next, right-click on the gateway and select Add Conditional Sequence Flow and click on Business Practices Review. 41. Finally, right-click on the gateway again and select Add Default Sequence Flow and click on Approve Deal. 42. Right-click on the outgoing connections and select Properties. Name the conditional path to Yes and the default path to No. Confidential Page 29 of 167

30 Adding parallel paths for approvals 43. We need to modify the process flow further to promote Approve Deal and Approve Terms steps as parallel and concurrent activities. This can be achieved through a Parallel (AND) Gateway. 44. Click & drop a Parallel Gateway from the Gateway Pane and place to the right of the Approve Deal step in the process (not on a connector). 45. In the Properties Editor set the Name to Approvals. Click OK. 46. This creates a pair of Parallel Gateways to indicate the parallel split and parallel join (merge). 47. Right-click on the Parallel Merge Gateway to bring up the Properties Editor and set the Name to Approvals Merge. Confidential Page 30 of 167

31 48. Rewire the outgoing connections from both the Is Business Practices Review Required? Gateway and Business Practices Review steps to point to the Approvals Gateway. 49. On the Approve Deal step, select the connector coming from the activity. Rightclick and choose the delete option to delete the sequence flow going out of Approve Deal step. Confidential Page 31 of 167

32 50. Drag the Approve Deal User Task and drop it on the connector between the Approvals and Approvals Merge Gateways. Move around the gateway first to give you more room. 51. Right-click on the Approvals Gateway and select the Add sequence flow to converging gateway option to create a parallel path. 52. Drag the newly created flow connector down a little bit to give you some room. Delete the outgoing sequence flow from Approve Terms step. Confidential Page 32 of 167

33 53. Now drop the Approve Terms step to the newly created parallel path between Approvals and ApprovalsMerge gateways. 54. Right-click the ApprovalsMerge gateway and select Add default sequence flow. Connect it to Finalize Contracts. Confidential Page 33 of 167

34 55. Do a Save All 56. Now, the modified process diagram looks like the figure below. Take some time to review: Adding loops for redo of Quote 57. There is one last modification to be done before we complete the outline. The Business Practices Review, Approve Deal and Approve Terms - User Tasks can have 2 possible outcomes APPROVE or REJECT. The APPROVE outcome continues the process along the main path, also called the happy path. On the other hand, the REJECT outcome redirects the process to the Enter Quote Details so that the Sales Representative can refine the quote and resubmit. 58. The Exclusive (XOR) Gateway is required to create a loop. 59. Click & drop an Exclusive Gateway Business Practices Outcome just after the Business Practices Review step (Do not drop on a connector). Confidential Page 34 of 167

35 60. Drag the outgoing sequence flow from Business Practices Review to Business Practices Outcome gateway. 61. The outgoing business exception path from the newly added Exclusive Gateway should redirect the process flow to the Enter Quote Details step. 62. Select the Business Practices Outcome Gateway, right-click and add the conditional path to Enter Quote Details step. Name the conditional path as Business Practices Reject. Confidential Page 35 of 167

36 63. Select the Business Practices Outcome Gateway, right-click and add the default path to Approvals step. Name the default path to Business Practices Approved. 64. Similarly, the process flow goes to Enter Quote Details step if the Approve Terms or Approve Deal outcome is REJECT. 65. Drag & drop an Exclusive Gateway Approvals Outcome just after the Approvals Merge step Confidential Page 36 of 167

37 66. Drag the outgoing sequence flow from ApprovalsMerge Parallel Join Gateway and redirect it to the newly added Approvals Outcome XOR Gateway. 67. Drag the Approve Terms activity into the Contracts swimlane. Confidential Page 37 of 167

38 68. Draw a default sequence flow from Approvals Outcome Gateway to Finalize Contracts step. Name this branch to Approved. 69. Draw a conditional sequence flow from Approvals Outcome Gateway to Enter Quote Details step. Name this branch to Deal or Terms Rejected. 70. The completed process outline looks like the following diagram. 71. Do a Save All. Confidential Page 38 of 167

39 Lab 2: Process Simulation with BPM Studio Process Simulation Overview Business process simulation until now has seldom been implemented. Because of tight development schedules, the plan to simulate the current as-is and desired should-be processes typically falls victim of having too little time. Simulation is a powerful tool and it is worth the time spent doing simulations before going into production. It helps run what-if experiments to see what the impact will be of: Reducing or increasing the number of people assigned to an activity. A sudden increase of the number of instances flowing through the process. Changing the approval ratio from 70% approved / 30% disapproved to a worse case 50% approved / 50% disapproved. This can help avoid the embarrassment and cost of launching a new process with a flaw that only becomes obvious on day 3 of production. It can verify that the desired output meets the metric objectives and easily finds bottlenecks in redesigned processes and leads to breakthroughs. Process Simulation Lab This exercise will demonstrate how a business analyst can analyze and propose changes to business processes using Oracle BPM Studio. The objectives of this exercise are Run simulations on business processes and analyze the following results. - Throughput and process analysis - Activity-based costing - Resource allocation Make changes to the process to optimize the flow The simulation algorithm is based on discrete events that can process events in a serial fashion as they occur in time. You need to create Process Simulation Models and Project Simulation Definitions to run simulation. The Process Simulation Model captures a What-if scenario for a particular business process model. You can have multiple Process Simulation Models for a particular business process model. This allows you to create different simulations based on different combinations of resource allocations and activity behavior. The Project Simulation Definition is used to take the dependency and shared resources across processes in to account. It consists of Process Simulation Model of multiple processes. The simulation does not execute the actual code of each activity within the process. However, by configuring parameters within the Process and Project Simulation Models, you can mimic the behavior of your business process. You need to ask the Confidential Page 39 of 167

40 right questions to get the right response! In order to perform simulation the process needs to be complete and semantically valid. You will be simulating the process that was created in Lab #1. If you were not able to complete it or would like to use an already completed process, you can use the project from c:\bpmworkshop\solutions\salesquotelab_lab2.zip. Creating Process Simulation Models 1. If you don t already have the BPM project from Lab #1 opened, start the BPM Studio 11g and open up the SalesQuoteLab application workspace. 2. Switch to the BPM Navigator Pane (View BPM Project Navigator) 3. Open up the Processes node. 4. Double-click on the RequestQuoteLab element This opens the Request Quote Lab main process and you are now looking at the process diagram showing in the standard Business Process Modeling Notation (BPMN). 5. In the BPM Project Navigator go to the Simulations node and expand underneath it. 6. Underneath this node, you can find 2 folders Simulation Definitions for storing Project Simulation Definitions and Simulation Models for storing Process Simulation Models. Confidential Page 40 of 167

41 7. Select the Simulation Models folder, right-click and choose the New Process Simulation Model. 8. Type in NormalLoad for the Simulation Model that you will be creating now and click OK. This will open up the NormalLoad simulation model definition. 9. A Process Simulation Model can configure the following settings for a process: Process settings Amount and rate of instances created in the process. This can either be a constant or statistical distribution such as normal, uniform, exponential etc. Confidential Page 41 of 167

42 Activity Settings Average Execution Time. This can either be a constant or a statistical distribution. For example, number of people associated with a Role if it is a User Task. Routing Settings Probability percentage of instances routed through the different outgoing transitions Cost Settings Cost for processing the activity and cost of the activity + the cost of the resource if it is an interactive human centric step 10. To configure the frequency of process instances created, First click on the Flow Nodes tab. 11. Select the Start activity at the bottom, change the Distribution Type to Constant, and change the Period to 5 minutes as shown in the figure below. 12. To set the Activity based parameters, select the Flow Nodes tab and set the parameters as shown in the table below: (Resources will not be defined in the Process Simulation Model but will be specified while creating the Project Simulation Definition). Activity Name Approve Deal Duration (Distribution type, Mean, Std Deviation) Normal, 20 minutes, 3 seconds Cost Outgoing Flows $100 N/A Confidential Page 42 of 167

43 Activity Name Approve Terms Business Practices Review Enter Quote Details Finalize Contracts Is Business Practices Review Required? - Gateway Business Practices Outcome - Gateway Duration (Distribution type, Mean, Std Deviation) Normal, 10 minutes, 3 seconds Normal, 30 minutes, 3 seconds Normal, 20 minutes, 3 seconds Normal, 20 minutes,3 seconds Cost Outgoing Flows $50 N/A $100 N/A $30 N/A $60 N/A N/A - Business Practices Review -.9 (90%) Approvals -.1 (10%) N/A - Approvals- 1 (100%) Enter Quote Details Example screen shots are provided below: Confidential Page 43 of 167

44 The Outgoing Flows tab is used to define the Routing probability. 14. Save All. Confidential Page 44 of 167

45 15. You need to select Use Organization Resources in order to use the Roles that you have already defined when you created the Request Quote process model. Set this for all Human Task activities. 16. Do a Save All 17. Close the NormalLoad tab. Hover over the tab and click X Creating the Project Simulation Definition As you know, BPM projects can consist of many processes. Similarly, each project simulation can consist of one or more processes and their corresponding simulations. In this step, you will create a project simulation model. You are creating a project simulation model because this is what actually determines which processes and process simulation models should be used and how resources should be configured for the simulation. 1. In the BPM Project Navigator/Simulations tab, note that there are two Simulations folders Simulation Definitions and Simulation Models. As shown below, right click the Simulation Definitions folder and click New Simulation. Confidential Page 45 of 167

46 2. Enter AsIsSalesQuoteSimulation as the Simulation Name. 3. As mentioned before, each project simulation can consist of one or more process simulations. The Normal Load process simulation model is the only item in the list and is the only simulation you can include. 4. Change the Duration to 10 hours. Check the checkbox beside Let in-flight instances finish before the simulation ends. Check the checkbox for Include in simulation. 5. Click the Resources tab 6. In this panel, you configure your simulation for your current number of people available to perform the activities in their roles, the organization resources. 7. Click the + button to set the participants for the roles you already have included in this project. Make sure you set the capacity for each resource as shown in the figure below. Confidential Page 46 of 167

47 8. Note: To select the predefined roles, double-click the Roles cell and then the magnifying glass to open the roles list 9. Do a Save All 10. Close the AsIsSalesQuoteSimulation tab by hovering over the tab and clicking X Running the simulation Click the Simulation tab in the bottom window as shown below. If you do not see this tab, open the simulation view from the menu by clicking View -> Simulations. Confidential Page 47 of 167

48 11. With the process diagram open in the top window, click the Start button. This starts simulation in an interactive mode where you can follow the progress on your process diagram. When you clicked the Start button, note that the process diagram view opened up and you now can see the simulation run its course. 12. To complete the simulation without waiting, click the Run to end button in the Simulation View. Analyze the Simulation Results Now that you ve run the simulation, it s time to analyze the results. Start by looking at over all process execution time. 13. First, for your convenience, change the report type to Bar in the drop-down just below the Chart tab in the left side of the simulation view. This will make the chart more readable by showing the activities on the vertical axis and values out the horizontal axis. Confidential Page 48 of 167

49 14. Now click the Indicators on the right side of the simulation chart tool bar. Select the Time checkbox. 15. You now see one big bar showing the overall average process time for the Order Management process. It takes 3.45 hours for processing the Quote To investigate why the process is taking this long to process orders, drill down in to simulation results for Activities as shown in the figure below. 17. Select the icon to filter out the activities that have a negligible processing time. 18. Now you have drilled into the process and can now see the average times for processing for each activity. The Approve Deal has an average cycle time of nearly 5 hours which is unacceptable. Confidential Page 49 of 167

50 19. You see that the Approve Deal is taking much more time than any of the other activities combined. This is a surprise because it takes only 20 minutes approximately to complete the step. Maybe there is a bottleneck here? To find out, take a look at average waiting time. You can see that the maximum average waiting time is nearly 4.30 hours. Aha! It looks like orders that need approve deals are backed up for most of the processing time with no one working on them. Confidential Page 50 of 167

51 Lab 3: Process Implementation In the first exercise, you built a basic process with roles, activities, and transitions. In this lesson, you will further enhance the process by creating data types, variables, Task Services, and Adapter Services and binding them to the process activities. Objectives After completing this lesson, you will know how to: Implement Process Activities and create Task, Rule and Adapter Services Define the different kinds of Data Objects (variables) Define Data Inputs and Data Outputs (arguments) Map arguments to instance variables The tasks you will complete in this lesson are: Understanding of Business Catalog Define Task Services and map to Interactive Tasks Define Adapter Services and map to Service Task. Create Business Objects (data types) Create Data Inputs (input arguments) and Data Outputs (output arguments) for process and process steps Create Variables (Data Objects) Create Data Mappings Naming Conventions The folder and the application are called SalesQuoteLab The project and the composite are called QuoteProcessLab The process is called RequestQuoteLab The user interface (UI) project names all end with UILab, e.g. EnterQuoteUILab Launch BPM Studio 1. Now, launch BPM Studio Confidential Page 51 of 167

52 2. When prompted for the developer type, select Default Role. Note: If you receive an error dialog similar to this: 3. Click OK. When the project opens, you need to go to Applications Navigator, right-click your BPM Project(QuoteProcessLab) and select Project Properties from the context menu. Confidential Page 52 of 167

53 4. Go to Technology Scope, scroll down the list on the left, select SOA and add it to the right pane as shown in the figure below. Business Catalog The Business Catalog holds the different types of Services (System, BPEL processes, Task Services, Rule Services) as well as Business Objects (Data). There are different folders for holding different types of BPM artifacts. Some folders have a lock to indicate that the artifacts inside them cannot be deleted. Creating a Business Object Confidential Page 53 of 167

54 Complex types are referred to as Business Objects in BPM Studio and represented by XML Schema. Business Objects are stored under the Business Catalog folder. There are 2 ways to create a Business Object Create from scratch Browse an external schema definition and create Business Objects from it. In this example, you create a Business Object named Quote defined by the QuoteRequest element in the Quote.xsd file. Perform the following steps to create this Business Object. 1. In the BPM Project Navigator, right-click on Business Catalog, select New and then select Business Object. This brings up the Business Object dialog. 2. Type in Quote in the Name field. 3. Click on the Magnifying Glass next to the Destination Module. This brings up the Module List dialog. Click on the New symbol to add a module under Business Catalog with the name Data. Confidential Page 54 of 167

55 4. Click OK 5. Select the Based on External Schema option and click the Magnifying Glass icon. This brings up the Type Chooser dialog. Click on the Import Schema Files icon on the top right corner to import an XSD file into your BPM Project. 6. Select the Copy to Project option in the Import Schema File dialog and select the Magnifying Glass icon 7. This brings up the SOA Resource Browser window. Locate and select the Quote.xsd file in the lab materials C:\BPMWorkspace\MyFiles\xsd folder. Confidential Page 55 of 167

56 8. Click OK to close the SOA Resource Browser and click OK again on the Localize Files dialog. 9. Expand the Project Schema Files folder in the Type Chooser and select the QuoteRequest element. Click OK and click OK again. 10. The Quote Business Object opens. You can add description and documentation details here as desired. When finished, close the Quote window. 11. This completes the creation of the Quote Business Object. Data Inputs and Data Outputs Data Input refers to the information required to start the Activity (Task, Sub-process) or Process. It is the input argument. A collection of Data Inputs is referred to as an Input Set. Confidential Page 56 of 167

57 Data Output refers to the data that is returned from the Activity or Process. It is the output argument. A collection of Data Outputs is referred to as an Output Set. The Start Event has only Output Set. The End Event has only Input Set. Other activities can have both Input and Output Sets. The Output Set of the Start Event and the Input Set of the End Event determine the arguments of the Process. Creating Data Objects Note: As you will see in later section, the input and output arguments of the process step is the same as the inputs and outputs of the Service (Task, Rules, or System) that it is bound to. Data Objects represent variables. Data Objects can be one of: Process Level (process variables) Visible throughout the process and persisted through the life time of the process instance. Activity Level (local variables) Visible within a particular scope of the process. The lifetime of the Data Object is limited to the lifetime of the scope. Project Level (BPM project variables) Visible across processes within a particular BPM Project. A Data Object has a Type. The type can be scalar or native type: String, Integer, Decimal, Boolean, Array, or it can be a complex type. In this lab, you create 3 String variables for the outcomes of Business Practices Review, Approve Deal and Approve Terms activities. In addition, you create a Boolean variable used to determine if the Business Practices Review step is required or not. You also create a complex variable of the QuoteRequest type in Quote.xsd. 1. In the BPM Project Navigator, highlight your RequestQuoteLab process to view the Structure pane in the lower left of the screen. If the Structure pane is not visible, select View Structure and be sure you have your process selected in the BPM Project Navigator. Confidential Page 57 of 167

58 2. Right click on the Process Data Objects folder and select New to launch the Create Data Object window. 3. Enter a value for the Name field and select the appropriate scalar type. Do this for each of the scalar Data Objects listed below, Process Data Object Name approvedealoutcome approvetermsoutcome businesspracticesoutcome businesspracticesreviewrequire Type String String String Bool Confidential Page 58 of 167

59 4. Now create a Data Object of type Quote Business Object. 5. Right-click on Process Data Objects in the Structure Pane and select New. This brings up the Create Data Object dialog. Type in quote for the Name of the Data Object. 6. To set the quote to the type Quote Business Object, you have to select the option. This brings up the Type Chooser window. 7. Select Component from the list of types and then choose the Quote from the list of Business Objects 8. Click OK and click OK again Confidential Page 59 of 167

60 9. Click on SaveAll icon on the Menu Bar Implementing Enter Quote Details Interactive Task Defining the Task Service In the first exercise, you defined the outline of the process and specified only the Name and Description for the activities. Now, in order to execute the process, you need to implement the process activities. Every Interactive Task has to be bound to a Task Service. You can either browse for existing Task Services or create one on the fly. Multiple Interactive Tasks can share the same Task Service. In this exercise, you create a new Task Service. 1. Right click on the Enter Quote Details user activity and select Properties Confidential Page 60 of 167

61 2. In the Properties dialog, click the Implementation tab 3. Click the green + next to Human Task 4. In the Create Human Task dialog Enter the name, EnterQuoteDetails 5. Select Initiator for Pattern. This automatically sets the outcome to SUBMIT. 6. Type in Enter Quote for the title. 7. Click on the green + next to Parameters to launch the Data Object dialog 8. Drag quote from the Data Object Navigator window to the Parameters section. 9. Set the parameter to Editable. 10. Click OK and click OK again. Confidential Page 61 of 167

62 11. This completes the creation of the EnterQuoteDetails Task Service. 12. Do a SaveAll Generate Form for the Task 1. Expand the Business Catalog > HumanTasks folder to examine the newly created Task Service and the Types folder to see the associated types. 2. Now open the Task Service. Double-click the.task file to open the Task Editor with the Task Service definition. Confidential Page 62 of 167

63 3. Click on the Create Form menu and select Auto-Generate Task Form 4. Enter the Project Name EnterQuoteUILab Click OK. 5. The user interface for the Task Service is generated automatically. 3 dialogs open to give you an opportunity to do some customization. For this exercise, simply click OK to all the dialogs. The GUI designer will take a few moments to complete, once the taskdetails1.jspx form appears click Save All. Confidential Page 63 of 167

64 6. Close all the Task windows by right-clicking the RequestQuoteLab tab on the left and selecting Close Others from the context menu. Complete the Task Service configuration of the remaining 4 Interactive Tasks. Three of our remaining Interactive Tasks namely Approve Deal, Approve Terms, and Business Practices Review share common outcomes and payload. So we ll create one Task Form and one Task which will be used by all three. 7. Right click Business Practices Review activity and select the Properties window and the Implementation tab. 8. Click the + symbol to create the Task Service. 9. Enter the Name as ApproveQuote. 10. Select the Pattern as Simple. 11. Enter the title as Approve Quote, and add the parameter, quote with the Editable checkbox checked. Confidential Page 64 of 167

65 12. The Approve Quote properties dialog looks like the picture below. 13. Click OK and click OK again. 14. Do a SaveAll 15. We ll now generate a Task Form similar to what we did above. 16. Double-click the ApproveQuote.task file under Business Catalog-> HumanTasks. Confidential Page 65 of 167

66 17. Select Auto-Generate Task Form.. from the Create Form drop-down menu. Name the project ApproveQuoteUILab and click OK. 18. As before, click OK on each of the three dialogs that appear. Once the taskdetails1.jspx form is done initializing do a SaveAll 19. Close all the Task windows by right-clicking the RequestQuoteLab tab on the left and selecting Close Others from the context menu. We can now set both the Approve Deal and Approve Terms Interactive Tasks to use the Approve Quote human task. 20. Right-click the Approve Deal task and select properties. Confidential Page 66 of 167

67 21. From the Implementation tab, select the Magnifying Glass. Select ApproveQuote from the list and OK to return to the ApproveDeal dialog. 22. We ll override the Title. Type Approve Deal in the Title and click OK. 23. Do a SaveAll Confidential Page 67 of 167

68 24. Repeat Step 19 above for the Approve Terms Interactive Task. Back in the Approve Terms dialog we ll override the Title to be Approve Terms. Click OK. 25. Do a SaveAll 26. We ll create a new Task and Task Form for the Finalize Quote activity. As we only want it to have one Outcome of OK. 27. Go to the implementation tab from the Finalize Contracts activity by right-clicking and choosing Properties. Click the green (+) plus sign to create a new Human Task. Confidential Page 68 of 167

69 28. Set the Name to FinalizeContracts, the Pattern to Simple, set the Title to Finalize Contracts and select the Magnifying Glass next to Outcomes. 29. De-Select the APPROVE and REJECT outcomes and Select OK(the outcome). Select OK Confidential Page 69 of 167

70 30. Back in the Human Task dialog. Click the green (+) plus icon next to Parameters, drag in the quote data object, select Editable and click OK. 31. Click OK again to return to the process model. Do a SaveAll. 32. Double-click the FinalizeContracts.task file under Business Catalog-> HumanTasks. Confidential Page 70 of 167

71 33. Select Auto-Generate Task Form.. from the Create Form drop-down menu. Name the project FinalizeContractsUILab and click OK. 34. As before, click OK on each of the three dialogs that appear. Once the taskdetails1.jspx form is done initializing do a SaveAll 35. Close all the Task windows by right-clicking the RequestQuoteLab tab on the left and selecting Close Others from the context menu. 36. When completed return to the BPM Project Navigator tab. Task data mapping When creating Human Tasks directly from our Interactive Tasks the data associations are completed automatically(this was the case for Enter Quote Details, Business Practices Confidential Page 71 of 167

72 Review, and Finalize Contracts). Our other Interactives (Approve Deal and Approve Terms) were associated with the existing ApproveQuote task, so we ll have to create the data associations for these manually. 37. Right-click on Approve Deal activity, choose Properties and go to the Implementation tab. 38. Check Use Associations and click the pencil icon. 39. Drag the quote data object from the panel on the right to both the Inputs and Outputs boxes on the left panel. Make sure you drag to the correct boxes as shown below(quote matches to QuoteRequest on both Input and Output). Click OK when done. 40. Complete steps 1-3 for the Approve Terms activity as well. 41. Do a SaveAll. Confidential Page 72 of 167

73 Configuration of the Service Task Now complete the following to add a service to your application which implements the SaveQuote Service Task. First you create the service by adding a Service Reference to the application using the composite editor. Then, you go back to the BPM process and bind the service to the SaveQuote Service Task. 42. Navigate to the composite editor by opening the Application Navigator and then expanding QuoteProcessLab and opening composite.xml by double-clicking. If it is not visible, open the Application Navigator from the View menu. Confidential Page 73 of 167

74 43. Drag-and-drop the File Adapter from the Component Palette to the right hand External References pane in the composite editor. Note that with the composite editor, you must drag the File Adapter and drop it on the External References pane. You do not use the click-and-drop method used in the BPM process editor. Confidential Page 74 of 167

75 44. Walk through steps in the File Adapter wizard and create a service called SaveQuote to write to a file. The following screens show you the steps: choose the write operation, specify the destination file name and directory /home/oracle NOTE: This refers to a path on the server. Do not select the Native Format Translation Required option, and for the schema choose the QuoteRequest schema from the Quote.xsd file you used earlier. Confidential Page 75 of 167

76 Confidential Page 76 of 167

77 Bind Service Activity to Service 45. The File Adapter service that you just created in the composite application gets promoted to the Business Catalog in the BPM Project Navigator automatically. 46. Navigate back to BPM Project Navigator 47. Go to Business Catalog/Services/Externals folder and expand it. Verify that the SaveQuote service is present. 48. Open RequestQuoteLab BPMN process. 49. Right click on Save Quote Service Activity step, select Properties and click Implementation tab 50. Choose Service Call from the Implementation drop-down and click the Magnifying Glass. Confidential Page 77 of 167

78 51. Click SaveQuote in the Type chooser and select OK. Pass Data to Service 52. Select Use Associations within Data Associations section and select type Simple. Click the pencil icon. Confidential Page 78 of 167

79 53. Drag-and-drop the quote data object from the right hand panel to the Inputs area 54. Now click OK and click OK again. The Save Quote Service Task is complete. 55. Do a SaveAll. Data Association configuration for conditional flows The outcomes of the Business Practices Review, Approve Deal and Approve Terms Interactive tasks have to be evaluated for conditional branching. The task outcome of these tasks is a string value of APPROVE or REJECT. You set these values when you defined the task. The outcomes get mapped to the Data Objects so you can then use the Data Objects in the conditional expressions used for branching. 1. Open the Business Practices Review activity by right-clicking, selecting Properties, opening the Implementation tab, and then clicking the pencil icon next to Use Associations to bring up the Data Associations window. Confidential Page 79 of 167

80 2. Drag and drop the businesspracticesoutcome data object from the right panel to the box indicated on the Outputs panel. 3. Click OK twice to return to the model. 4. Do the same for the Approve Deal activity, instead mapping outcome to approvedealoutcome: Confidential Page 80 of 167

81 5. Map the outcome of the Approve Terms step as shown in the figure below: 6. Do a SaveAll Now that we ve saved the outcomes from our Interactive Tasks we can use these to provide the conditional expressions we need for our Transitions. 7. Double click on the Business Practices Reject transition line and go to the Properties tab. Confidential Page 81 of 167

82 8. Click on the Expression Editor icon. Complete the following steps in the Expression Editor 1)Select the businesspracticesoutcome data object from the center Variables panel. 2)Click on the Insert Into Expression button to move the data object to the top. 3)Type in == REJECT. That s two equal signs and REJECT surrounded by double quotes. 4)Click OK and OK again Confidential Page 82 of 167

83 9. Do the same for the Deal or Terms Rejected transition as shown in the figure below: 10. Add the condition for the Yes path for Is Business Practices Review Required? Gateway. Confidential Page 83 of 167

84 11. Do a SaveAll Configuration of Script Tasks Finally, you need to add a Script Task to set the payload (the input data) for the Enter Quote Details task and to determine whether the Business Practices Review activity is required or not. The script goes right before the Enter Quote Details Interactive Task. Using a script to set the input data makes testing this process easier but when running such a process for real, the user who initiates the task would enter the input data. 1. Click and drop a Script Task from the BPMN Component Palette and place it between the Start and Enter Quote Details steps. Name it Initialize Quote. 2. Click the Implementation tab and select Use Associations. 3. Select the XPath option and click the pencil icon to edit. Confidential Page 84 of 167

85 4. Drag the quote data object from the right panel and drop on the palette in the middle. 5. Click the Expression Builder icon on the left Confidential Page 85 of 167

86 Complete the following steps in the Expression Builder: 1)Select the parsexml function on the bottom right. 2)Click the Insert into Expression button 3) Place two single quotes inside the parentheses of the expression, then place your cursor between the quotes. Confidential Page 86 of 167

87 6. Using a text editor open c:\bpmworkshop\myfiles\input\testdata.xml copy the entire contents and paste it in between the quotes on the parsexml expression. Click OK 7. Drag the businesspracticesreviewrequire data object onto the center palette. Confidential Page 87 of 167

88 8. Click the Expression Builder icon next to the new box we just created. In the Expression editor type false() and click OK to return to the Association page 9. Click OK to close the Associations Editor and OK again to close the Activity editor and return to the process. 10. Do a SaveAll. Confidential Page 88 of 167

89 11. Go back to Enter Quote Details step and set the input mapping to the quote Data Object as shown in the figure below. 12. This completes the abstract implementation of the process. We will continue the rest of this lab tomorrow. Confidential Page 89 of 167

90 Day 2 Environment Setup Your instructor will give you instructions on how to connect to Oracle s wireless network. You will also be assigned an IP address (each student will have their own). 1. Edit your hosts file: a. Using notepad or another text editor, open your hosts file located in C:\Windows\System32\drivers\etc b. Add a line to your hosts file in the format <ipaddress>tab orabpmserver. Example below: orabpm-server c. Save and close the file. Confidential Page 90 of 167

91 2. Open JDeveloper and choose the Default Role a. Select File New from the menu bar Confidential Page 91 of 167

92 a. Choose Connections from the Categories, select Application Server Connection from the Items and click OK. 1. Type in BPMServer for the Connection Name, leave the default for the type and click Next Confidential Page 92 of 167

93 2. Leave the username as weblogic and type in welcome1 as the password, click Next. 3. Enter orabpm-server as the hostname and domain1 as the WebLogic Domain. Click Next 4. Click Test Connection, you should see nine connection test succeed. If successful click Finish Confidential Page 93 of 167

94 Lab3 Continued Mapping swim lane Roles to LDAP Roles Process Roles have to be mapped to LDAP Roles for the process to run. You use the preseeded roles in the LDAP of the Oracle Weblogic Server installed as part of this training The BPM engine (Oracle Weblogic Server) has to be running to map the Process Roles to the LDAP roles. Be sure your server is running before continuing. 1. In BPM Studio, navigate to BPM Process Navigator 2. Right click on Organization and select Open 3. In the Organization editor, select the SalesRep role from the list of Roles 4. Click on the green + within the Members sub-panel 5. Choose the Application Server connection for your server. It may take a while. Confidential Page 94 of 167

95 6. Click the Lookup icon to search for users. 7. Select user jcooper and click the Select button. Then the OK button. 8. In a similar manner, perform role mapping as shown in the table below for the remaining Process Roles: Approvers Business Practices Contracts Process Owner cdickens jstein wfaulk jstein 9. Do a SaveAll and close the Organization tab. Confidential Page 95 of 167

96 Deploying the process 1. Go to Applications Navigator. 2. Highlight the BPM Project QuoteProcessLab, right-click and select Deploy. Confidential Page 96 of 167

97 3. Follow the steps as shown in the screen shot below. Confidential Page 97 of 167

98 Confidential Page 98 of 167

99 Confidential Page 99 of 167

100 It will take some time to compile and upload to the server. When complete you should see the following message in the Deployment tab. Using the Oracle BPM Workspace Oracle BPM's Workspace is a web application that allows you to interact with a process in relation to your assigned role or roles within your company. The Workspace helps you to manage your tasks effectively and efficiently with minimal training. It serves as a portal, or window, into a business process for which you have an assigned role. When you select a pending task, the Workspace allows you to execute the transaction or transactions associated with the task. The Workspace allows you to access your work with an Internet browser from any location. You can use the Workspace interface like an reader to view incoming tasks for which you are responsible. Workspace allows you to: Invoke instance activity tasks Route completed instances automatically to the user or system responsible for the next step in the process Delegate required tasks to a specific end user Perform operations on a batch of instances Add notes and attachments to an instance of a process Customize how your activities and instances are organized View detailed activity documentation, notes, attachments, and audit trail information Search for instances in processes A Quick Tour of the BPM Workspace For each process in which you have been assigned a role, the Workspace displays your current tasks. The participants in the process and their roles and groups have already been created. Recall that: James Cooper (user id jcooper ) was assigned the Sales Representative (SalesRep) role and will be able to do the Enter Quote Details activity Confidential Page 100 of 167

101 John Steinbeck (user id jstein ) was assigned the role Business Practices and will be able to do the Business Practices Review activity. He also has the role of the Process Owner and will be able to perform process administrative functions. Charles Dickens (user id cdickens ) was assigned the role Approvers and will be able to do Approve Deal activity. William Faulkner (user id wfaulk ) was assigned the role Contracts and will be able to perform both Approve Terms and Finalize Terms activities. 1. To access the Workspace, type in 2. Log in as jcooper/welcome1. When you first access Workspace after logging on, you are in the Tasks section. The Inbox option shows the list of task items assigned to you and your Group in the right pane of the Workspace (similar to an inbox). On the top left side, below the Inbox, you can see that there are other Views as well and you can query Tasks based on priority, expiration, time window etc. Confidential Page 101 of 167

102 On the bottom left side, there are pre-seeded reports available to look at different task related performance metrics. The right-hand section shows the task items for all the process instances in the Inbox. The default view displayed is Me & Group with Status set to Assigned. The items appearing in your list are based on the roles assigned to you. Each role is associated with certain activities in a process. For example, if you are a Sales Representative, your role might be assigned to the Enter Quote Details activity in your company's Sales Quote process. As a result, when you log onto Workspace, instances in the Enter Quote Details activity would appear in the list. On the other hand, a Contracts person logging onto Workspace would not be able to see instances in the Enter Quote Details activity, but would see only those in the Approve Terms and Finalize Terms activities. As an instance flows through a business process, each end user processes the instance by completing the tasks assigned to him or her. Once a task is completed, the process advances to the next activity in the business process. If it is an Interactive Activity, anyone assigned to the role for that next activity gets the task and can process it. Alternatively, you can assign the task to a particular user as long as he or she is assigned to the role for that activity. Description of columns in My Tasks: Title When you click the Inbox, each task is listed in the right pane of the workspace. The Title column displays information that explains the task. Think of this field as the subject on an . In the example above, the name of the customer submitting this order is customer Acme. You enabled this earlier when you set the XPath Expression in the Enter Quote Details Task definition: Confidential Page 102 of 167

103 Number Each task item has a unique process instance id which is displayed under the Number column. There can be several task items for the same process instance. State The State column indicates the status of the task in the process instance. For example, the status of a task can be Assigned or Completed or In process. Date The date represents the timestamp at which the Task is created. Selecting a particular task item opens the UI interfaces associated with it in the section below. Double-clicking it opens it in a new window. Confidential Page 103 of 167

104 Triggering the Sales Quote Process Recollect that the Sales Quote process is triggered by the Sales Representative role with an Initiate task. The BPM process is available to the Sales Rep in Workspace. 1. While logged in as jcooper, go to the Applications section and click on the process you just deployed [QuoteProcessLab] RequestQuoteLab v1.0. This auto-generates a task item for the Enter Quote Details step and opens the task in a new window you may have to turn off the pop-up blocker in your browser to see it. Close the task here and go on to the next section. Executing the Interactive Tasks and completing the Process 2. Click the Refresh icon in the Tasks tab. 3. You see that a new task item is now available in the Inbox of jcooper. 4. You can single- or double-click on this item to launch the user interface associated with the task. The double-click action opens it in another window while single-click opens it in the lower pane of the screen. The user interface is the form that was defined for this task. Confidential Page 104 of 167

105 Files can be attached to tasks by anyone involved in a process at any activity and later viewed and used by other participants involved in later activities for the instance in the process. To attach a file to an instance, go to the Attachments section (all the way at the bottom) and select the + symbol to bring up a file browser and add documents. The file attachment now appears as a link for other participants. They can view the attachment by simply clicking on the link. You can also add a note in the Comments section. Any user can add a note to any task item in their view that has not been processed or completed. Other users who work with the task can also access any notes added previously and then add a note of their own if they choose. The process may also add notes automatically to an instance as it flows through the process. The notes added by the process typically point out problems that might have occurred and how to correct them. The notes added by the process automatically appear identical to end user-added notes. Confidential Page 105 of 167

106 5. In this lab, you can select the Submit button at the top right-hand corner to complete the task. The task has now left jcooper s Inbox. The Business Practices Review step is always skipped as we have set the businesspracticesreviewrequired Boolean data object to be always false. The process now moves to the Approvers and Contracts roles at the same time for the Approve Deal and Approve Terms process steps respectively. 6. Log out as jcooper and log in as cdickens with welcome1 as the password. 7. Notice the new task in the Inbox for cdickens. Select the task and then select Approve from the Actions menu or click the Approve button on the task to submit the task with the Approve outcome. 8. The Approve Deal task item is now removed from the Inbox of cdickens. 9. Log out again and log in as wfaulk Contracts role. 10. Select the Approve Terms task item and go to Actions and select Approve. 11. The Approve Terms task item is now removed from the Inbox and the Finalize Contracts task item gets automatically created. Click on the Refresh icon if you don t see the new task for finalizing the contracts. Confidential Page 106 of 167

107 12. As the Contracts role is responsible for both Approve Terms and Finalize Contracts, wfaulk can act on the Finalize Contracts task item as well. Click on Actions and select OK. 13. This completes the process instance and a file now exists in the output directory you entered for the SaveQuote service. Go to the directory and view the file. From an end user perspective, the most important thing to learn about the Workspace is how to execute activities as the process advances. Instead of having to log in and log out for each role, you could also login once as jstein, who is the process owner and approve all the tasks. Recollect, that you added the jstein user to the Process Owner role and he has privileges for all the tasks in the process. Monitoring the Process Instance using Workspace 1. Log in to Workspace as jstein with password welcome1. 2. Go to Process Tracking tab. This section displays the process instances that the user jstein is associated with. 3. To search, select the Advanced tab. 4. Change the options to Processes:All, Assigned:Anyone, at any Role, Status: All. Click OK The top right section is now populated with process instances that match the search criteria. Highlight a specific process instance. Confidential Page 107 of 167

108 This populates the process instance details in the bottom window. The Details segment provides information on the general process status such as whether it is running or completed, the creation time, priority etc. The Open Activities provides information on the task items belonging to that process instance that is assigned but not yet completed. 5. Click on the symbol next to the Audit trail and it shows the list of activities completed for that process instance as well as the activity that it is currently waiting on in a tabular format. Confidential Page 108 of 167

109 6. Switch to the Graphical view to see the process instance flow in a graphical format. You can also view any Comments or Attachments associated with the task instance that the process is waiting on. Confidential Page 109 of 167

110 Lab 4: BPM Composer Introduction This lab will introduce us to support of various different application development lifecycles using both BPM Studio and BPM Composer. As we have already completed labs which went into detail on modeling and implementation we will be creating an incredibly simple HelloWorld process. We will begin the lab assuming a Business Analyst persona. We will use BPM Composer to create a Process Blueprint, an abstract model which defines our flow and activities. This blueprint is stored in our Metadata Services Repository and shared with a Process Developer, the developer will add services to the project and convert it to a Process Template. Again, the template will be shared with our Process Owner who has privileges to create a new project from the template, complete the implementation and deploy it to the run time. Our user community and the tools we ll be using are below: Persona User Name Tool Used Business Analyst Wshake Composer Developer Weblogic BPMStudio(JDeveloper) Process Owner Sfitzger Composer Note: Normally templates, blueprints,, projects can be shared directly between the Composer and Studio environments. However, due to firewall restrictions on Amazon EC2 we re not able to create those connections. The Appendix to the lab guide shows how to set up the connection and examples of using Studio to communicate directly with MDS. Creating a Process Blueprint in BPM Composer In this exercise we will login to BPM Composer as wshake (a Business Analyst who has the privilege to create new processes). Objectives After completing this lesson, you will know how to: Create process blueprint using BPM Composer. Export the project so it can be opened in BPM Studio As noted above, this could alternatively be accomplished by a direct connection from BPM Studio to MDS Confidential Page 110 of 167

111 1. Open your browser (Firefox 3+ or IE7+) and go to Login as wshake/welcome1 2. Click the Create New Project tile Confidential Page 111 of 167

112 3. Select the Create a Blank Project option, name the Project HelloWorld, make sure the Enable Sharing and Begin Editing Now checkboxes are selected, and click Create. 4. Right-click the Process Node and Select New Process. 5. In the New Process dialog set the Name to SayHello, leave Synchronous Service as the pattern, and click OK. Confidential Page 112 of 167

113 6. Drag the Service Task activity between the Start and End gateways. Drop it when the sequence flow line begins to pulse. Because we selected Synchronous Service as the pattern, we have a Start and End Message gateways. This service enables our process (i.e. It will expose it as a Web Service. 7. Select the label and rename it CallAService. 8. We re done with our process. Select Publish from the Editing drop-down. Confidential Page 113 of 167

114 9. Select Export Project from the Tools drop-down. 10. Save it C:\JDeveloper\mywork\HelloWorld.exp on your desktop (or somewhere else you can find it). 11. Sign out of BPM Composer Creating a Process Template in BPM Studio Process templates can be created in BPM Studio to create a catalog of Business Objects, Services, Process Data Object, Rules and Human Tasks which can then be shared with others (typically process owners) who provide a final concrete project which is customized and deployed for a specific use case. In our example will add one simple Service to our initial blueprint which will allow our Process Owner to create a deployable project. For brevities sake we are going to create a Mediator which will accept an input value, and return an output value. In the real world, mediators are often use to provide transformation and routing capabilities to our composite to talk to an actual Web Service or Adapter service. We ll just be echoing back a response without a real service behind it. Confidential Page 114 of 167

115 1. Open BPM Studio/JDeveloper with a Default role if not already open. 2. From the Menu Bar, select File Import. 3. Select Import BPM Project. Confidential Page 115 of 167

116 4. Open the HelloWorld.exp file you saved in the earlier step and click through to import. Confidential Page 116 of 167

117 5. Switch to the BPM Project Navigator tab. Confidential Page 117 of 167

118 6. Navigate to the SayHello process and double-click to open in the editor. 7. Create a new Process Data Object(variable) for you process in the structure pane on the lower left. Call it stringdataojbect leave the type as String and click OK. 8. Double-Click the Start node to open it. We ll be defining the input to our process, remember it will be a WebService rather than a Form which starts this process. Confidential Page 118 of 167

119 9. Switch to the Implementation tab and click the Green Plus icon. 10. Change the Name of the argument to inarg. Leave the type as String and click OK. 11. Check Use Associations and click the pencil to edit. Confidential Page 119 of 167

120 12. Drag the stringdataobject variable to the Outputs on the right. Click OK 13. Click OK to exit the Start dialog. Confidential Page 120 of 167

121 We re going to do the same thing for our End message node. This will define the output we send to the calling client. 14. Double-click the End node to open. 15. Click the Green Plus Icon, and give it a name of outarg. Confidential Page 121 of 167

122 16. Select Use Associations and click the pencil icon. 17. Drag stringdataobject to the left Inputs field and click OK. 18. Click OK to exit the End dialog. Confidential Page 122 of 167

123 Creating a Mediator Service Mediator services are valuable for performing routing and transformation operations outside of your BPMN model, but still within the same deployable unit. As stated before, these normally call real services, but in our simplified case we re going to just echo back the request with some changed data. 19. Switch back to the Application Navigator view and find the composite.xml for the HelloWorld project and double-click to open the composite editor. Confidential Page 123 of 167

124 20. Drag a Mediator component from the component palette on the right and drop it into the middle Components lane above the model. 21. Leave the default name of Mediator1, Select Synchronous Inte rface from the dropdown. 22. De-select the Create SOAP Binding checkbox and click OK. Confidential Page 124 of 167

125 23. Double-click the Mediator component to open it s editor. 24. Click the Green Plus icon to create a static routing rule. 25. Select Echo for the Target Type. Confidential Page 125 of 167

126 26. Click the Assign Values icon. 27. Click the Green Plus icon to assign values 28. On the From side of the dialog select expression. Then click the Expression Builder icon. Confidential Page 126 of 167

127 29. In the expression builder type in concat( Hello, 30. Then select the inp1:input node and click Insert Into Expression 31. Add a close parentheses at the end ) and click OK. Confidential Page 127 of 167

128 32. On the To side again select expression and click the Expression Builder icon. 33. Select the inp1:input node, click Insert Into Expression and click OK. 34. Click OK again. Confidential Page 128 of 167

129 35. And OK again. 36. Do a Save All 37. Right-click the SayHello process tab and select Close Others from the context menu. Confidential Page 129 of 167

130 38. Switch back to the BPM Project Navigator 39. Right-click the HelloWorld project and select Convert To Template. 40. Right-click the SayHello process and select Properties. Confidential Page 130 of 167

131 Now that we have a template, we can decide what users can or must modify to implement the process in Composer. First we ll set the properties globally for the process. 41. In the Advanced tab, check the boxes for Flow Sealed and Activity Sealed, click OK. 42. Now we ll override these preferences and say implementers Must Implement the CallAService activity. Right-click and select Properties, or double-click the Service Task. For Permissions select Must Implement and click OK. 43. Do a Save All Confidential Page 131 of 167

132 Creating a Process from a Project Template using Composer Usually at this point we can publish our template to MDS directly from BPM Studio. Again because of firewall restrictions, we can t. Your image contains this template already loaded to MDS. We re switching hats again. This time we re a Process Owner who has been given privileges to create projects from templates and deploy them. Our sample user is sfitzger. 1. From your browser go to Log in as sfitzger/welcome1. 2. Click Create New Project. 3. Select the HelloWorld Template, give the project a name of MyHelloWorld, check the Begin Editing Now checkbox and click Create. Confidential Page 132 of 167

133 4. Right-click the SayHello process and select Open. 5. Right-click the CallAService activity and select Properties. 6. Select the Implementation tab, and the Change button to select Mediator1. Highlight Mediator1 under the services and click OK. Confidential Page 133 of 167

134 7. With CallAService select, click on the Data Association button. 8. Under the execute panel, click the down arrows to show the input attributes, then drag the stringdataobject variable into BOTH the Inputs and Outputs fields exposed. Then click the Apply button at the top. Confidential Page 134 of 167

135 9. Select Publish from the Editing drop-down. We re now ready to deploy. Normally, deployment would not be done by a Process Owner, but would instead launch an approval workflow to the BPM Administrator. But to save some steps, we ll do it directly. 10. Select Deploy Project from the Tools drop drop-down. 11. Enter in the deployment dialog: New Revison Id:1.0, Deployer Username:weblogic, Password:welcome1, select Mark as Default and click Deploy. Confidential Page 135 of 167

136 12. You should see a dialog saying the deployment was successful, Click OK and sign out of Composer. 13. We can test this process directly from a SOAP test page. Go to When prompted enter weblogic/welcome1 as the username password. Confidential Page 136 of 167

137 14. Click the link for Test SayHello.service 15. For inarg specify anything and click Invoke. Confidential Page 137 of 167

138 16. When the Test Result returns, click the link for Formatted XML, You should see your Hello message back. Confidential Page 138 of 167

139 Lab 5: Monitoring and Analytics Adding Monitoring to a BPMN Process In this lab, you add process analytics information to the Sales Quote process. For the purposes of this lab, you analyze discounts offered to understand its distribution across deal sizes (total net revenue) and industries. At the end of this lab, you will have created the following dashboard: Adding Business Indicators Process Analytics capture standard data such as workload and cycle time and process specific data. Business Indicators are used to specify what process specific data should be captured. There are 3 types of Business Indicators supported: Measures These are numerical data that typically signify a value that is interesting in process analytics. In this scenario, you create a measure for discount. Dimensions These specify how process analytic data may be sliced. A dimension has to have a finite set of values. In cases where it is not, such as for numbers and date/time, a set of ranges must be specified for the data. In this scenario, you create dimensions for industry and revenue, where revenue is a numerical dimension, and needs ranges to be specified. Counters As the name indicates, these are useful for counting iterations. In this scenario, you add a counter to count the number of times the quote needs to be revised. The number of iterations is clearly an interesting data point for analytics and can be used for creating dashboards as a challenge exercise. Now add the measures, dimensions, and counters for analyzing the process. Add a dimension business indicator for revenue, revenuedimension as follows: 1. In BPM Studio, open the RequestQuoteLab BPMN process and select it by clicking on an empty spot on the canvas. This opens the Structure panel with the BPM process context. 2. Navigate to the Structure panel; if it is not open, you can open it using Ctrl+Shift+S or selecting Structure in the View menu Confidential Page 139 of 167

140 3. Right click on Business Indicators and select New 4. Specify the following values: Name: revenuedimension Business Indicator: Dimension Type: Int We could have revenue as a measure as well; therefore we named it with Dimension suffix. 5. Click the green plus icon to add ranges. Specify ranges for dividing numerical revenue data into finite set of values: Name Start Finish <100K K 250K K 500K >500K The above ranges are just suggestions; you can choose any values that make sense to you Tip: is the largest value possible (in future, we may allow easier specification of upper and lower ends) Confidential Page 140 of 167

141 Important Tip: The editing of the values is quirky. It does not enable deletion of all digits; so you may find it easier to move the caret to beginning and deleting all but the last digit before starting typing new value. 6. Add another Dimension business indicator for industry, industry Specify the following values: Name: industry Business Indicator: Dimension Type: String Confidential Page 141 of 167

142 7. Add Measure business indicator for discount, discount Specify the following values: Name: discount Business Indicator: Measure Type: Int 8. Add Counter business indicator for counting number of times Quote is revised, numquoteedits Specify the following values: Name: numquoteedits Business Indicator: Counter Confidential Page 142 of 167

143 Assigning Data to Business Indicators Now that we have defined our business indicators, we need to assign data to them. Business indicators behave just like other data objects regarding data assignment (association). That is, data can be assigned to them either as part of an activity s output data association or within a Script activity. Since, in this scenario, the Enter Quote Details output data association is already used for assigning to quote data object, use a Script activity to assign data to the business indicators from the quote data object. 1. Add Script activity, Assign Indicators, after Enter Quote Details activity as follows 2. Click on the Script activity in the Component Palette 3. Move mouse over the connector between Enter Quote Details activity and Is Business Practices Required? gateway 4. When the connector turns blue, click on it 5. In the properties dialog box, specify Name as Assign Indicators 6. Create data associations for the Assign Indicators activity as follows 7. Select the Implementation tab of the properties dialog box (if not open from previous step, double click on Assign Indicators activity) 8. Check Use Associations in the Data Associations sub-panel, leave Type as Simple, and click on the pencil icon 9. Assign data to industry, discount, and revenuedimension as follows 10. In the right hand panel, expand QuoteProcessLab node 11. Drag and drop industry into the variables panel 12. Drag and drop discount into the variables panel 13. Drag and drop revenuedimension into the variables panel 14. In the right hand panel, expand RequestQuoteLab node, then its quote child node, then its summary child node 15. Drag and drop industry to the source (left input text box) for industry indicator 16. To set the discount, click the Expression Builder icon to the right of the left input box for discount indicator Confidential Page 143 of 167

144 17. Enter the expression round(quote.summary.effectivediscount) and click OK 18. Again, use the Expression Builder to set the expression for revenuedimension indicator to round(quote.summary.totalnetrevenue) and click OK. 19. The completed expressions look like this. Note the changed syntax of the round function. 20. Click OK, and click OK again to close the Properties dialog. Adding Measurement Mark By default, process analytic data is specified at the project level and there are 3 settings possible: Generate for interactive activities only Generate for all activities Do not generate Measurement marks provide a way to add additional capture points. In addition to providing additional capture points, Measurement marks also: Allow specification of a business name which can be used for filtering during analysis Provide a visual notation to indicate the capture point If it is someone s preference not to have measurement marks displayed on the canvas, it is possible to specify equivalent capture points by using the Sampling Point property of preceding activity. In addition to above, Measurement Marks also support Start and End, which can be used in combination to create a logical activity. One can think of it as Confidential Page 144 of 167

145 a virtual embedded sub-process, only applicable for analytics. This lab does not use this aspect of Measurement Marks. In the previous section, you used a Script activity to assign data to business indicators. Since process analytic data is by default not captured after automatic activities, unless you specify capture, it will not be captured till the next interactive activity is completed. Since you want to track quotes as soon as they are entered, you need to specify a measurement mark. 1. Add a measurement, QuoteEntered, after Assign Indicators activity as follows 2. Expand the Artifacts accordion in the Component Palette 3. Click on Measurement 4. Move mouse over the connector between Assign Indicators activity and Is Business Practices Required? gateway 5. When the connector turns blue, click on it 6. Specify measurement properties 7. Double click the added measurement 8. Measurement Type: Single Measurement 9. Name: QuoteEntered 10. Move discount business indicator to selected and click OK Adding Counter In this scenario, we want to track how many time, a Quote has to be revised (due to rejections). Confidential Page 145 of 167

146 11. Right click on Enter Quote Details activity and select New Counter Mark 12. In Counter Properties dialog, select numquoteedits and click OK 13. Do a Save All Configuring BPM Project for BAM Monitoring In this section, we will setup our BPM Project for BAM Monitoring. This setup is very simple and would usually be done earlier. For flow of tutorial purposes, we are breaking it out and doing it here. 1. Open Project Preferences for QuoteProcessLab 2. Open BPM Project in JDeveloper (if not already open) 3. Navigate to the BPM Navigator panel (use View menu if needed) Confidential Page 146 of 167

147 4. Right click on the project, QuoteProcessLab, and select Project Preferences 5. Enable BAM as a Data Target for Process Analytics Confidential Page 147 of 167

148 6. In the Project Preferences dialog, select Process Analytics Summary 7. Select the Data Targets tab 8. Check Enable BAM checkbox 9. Select eis/bam/soap as the BAM Adapter JNDI name 10. Specify Data Object Path as /Samples/Monitor Express Running Instances to Create Sample Data We are going to deploy the project as a new version number. Also since we have not updated our Forms, we don t need to re-deploy those. 1. Right-click QuoteProcessLab from the Application Navigator and click Deploy. 2. Click Next on Deploy to Application Server Confidential Page 148 of 167

149 3. Set a new Revision ID of 2.0, leave Overwrite any existing composites unchecked and click Next. 4. Leave the Projects Unchecked, we don t need to redeploy forms. Confidential Page 149 of 167

150 5. Continue to finish deployment. Confidential Page 150 of 167

151 6. Log in as jcooper and initiate a few instances; specify any interesting mix for the following fields in the Enter Quote Details form, make sure you choose to launch the form for Revision 2: Industry totalnetrevenue discount For purposes of the next section, this much is sufficient and the next steps in the process need not be completed. Confidential Page 151 of 167

152 Creating BAM Dashboards Important: BAM web tools require Internet Explorer 1. Launch BAM Active Studio 2. Log in to Oracle BAM, as weblogic 3. Click on Active Studio Confidential Page 152 of 167

153 4. Create a new report 5. Go to Shared Reports tab 6. Click on Create a New Report Confidential Page 153 of 167

154 7. Select the Horizontal Layout report layout. 8. Click on Click to add a report title and specify Request Quote Dashboard Confidential Page 154 of 167

155 9. Add chart to display discount grouped by revenue and industry 10. Click on 3D Bar Chart in the top pane. You may have to use the scroll bar on the right. 11. In Choose Data Object tab, drill down in to Data Objects, Samples, Monitor Express and select BI_DEFAULT_QuoteProcessLab_RequestQuoteLab (Make sure you select the one with Lab in the title) 12. Click Next 13. In Choose Data Fields: 14. Group By: METRIC_RANGE_revenueDimension and METRIC_industry 15. Chart Values: METRIC_discount 16. Summary Function(s): Average. De-select the Sum function. 17. Click Next. Confidential Page 155 of 167

156 18. Click on Change View Properties 19. View Title: Discounts by Revenue and Industry 20. Vertical Axis Label: Discount % (Just type it in) 21. Click Apply to review 22. Add a gauge to display discount 23. Click OK to return to the layout page. Confidential Page 156 of 167

157 24. Click on Range Gauge 25. Choose Data Objects exactly as in previous step 26. In Choose Data Fields: 27. Select METRIC_discount in the center picklist 28. Select Average in the picklist below it 29. Click Next Confidential Page 157 of 167

158 30. Click Change View Properties 31. Specify View Title as Discount Gauge 32. Specify Value display ranges as 0, 30, 65, Click Apply to review. You can click the Collapse Edit Pane icon to see it. 34. Click OK 35. Save the Report Confidential Page 158 of 167

159 Viewing BAM Dashboards In this section, we will use BAM Active Viewer to view both standard dashboard as well as the one we created in the previous section. Launch BAM Active Viewer 1. Log in to Oracle BAM, as weblogic 2. Click on Active Viewer Confidential Page 159 of 167

160 3. Click on Select Report and open the Request Quote Dashboard 4. View the Request Quote Dashboard Confidential Page 160 of 167

161 5. View the Standard Dashboards (Monitor Express Sample) 6. Click on Select Report 7. Drill down into Shared Reports/Samples/Monitor Express 8. Open Monitor Express Dashboard 9. Select Process View tab Confidential Page 161 of 167

162 Appendix Set up MDS Connection 10. Start BPM Studio in Default Role Open the Resource Palette, by selecting the menu View -> Resource Palette Confidential Page 162 of 167

163 20. Go to IDE Connections. Click on the folder with the + sign 21. Right-click on New Connection and then Database. 22. Create a database connection to the MDS as shown in the screen shot below. You need to type the following fields: 23. Username (default is dev_mds but it is whatever was used at installation), Password (default is welcome1) and Host Name where the database is installed. Once you're done, you can check the connection by pressing the Test Connection button, a Success! message appears if the parameters are correct. Click the OK button. Confidential Page 163 of 167

164 24. Now, click on the symbol again. Select New Connection and select SOA- MDS. Confidential Page 164 of 167

165 25. Create a new SOA MDS Connection as shown in the screen shot below. Choose the database connection that you just created in the previous step. In the Select MDS partition, obpm should be automatically selected. Test the connection. 26. Go to View/BPM MDS Navigator to open the BPM MDS Navigator. Confidential Page 165 of 167

166 27. Open Configure Connection and choose the SOA MDS Connection that you just defined. 28. Check that root folders Public and Templates folders are shown in the BPM MDS Navigator. Publish BPM Project in BPM Studio to MDS 29. In this example we are going to publish a BPM Project, but the same steps are for a BPM Project Template. Go to BPM Project Navigator. 30. In the BPM Project Navigator, right click on the BPM project that you want to publish and select the Publish to BPM MDS menu item. 31. The Publish to BPM MDS dialog pops up. Keep the default name of QuoteProcessLab, Check the Override box, and click OK Confidential Page 166 of 167