Workflow Management Systems (WfMS)

Transcription

1 Workflow Management Systems (WfMS) Introduction to the Sungard Infinity Process Platform

2 Evolution of Software Architecture Monolithic Application Systems y 2

3 Evolution of Software Architecture Application pp & Process logic DBMS Data management 3

4 Evolution of Software Architecture Application logic WFMS Process logic DBMS Data management 4

5 Evolution of Software Architecture ComComponent po e t A ComComponent B Com-Com ponent C EJB App.. App ERP Module Process logic g WFMS WF MS DBMS Data management 5 Office-Office Apps.. Apps

6 Motivation & Benefit of Standards Standards in process modelling Providing a common understanding Improving documentations (ISO 900X) simplify transformation in executable formats (e.g BPMN XPDL) e.g. BPMN as standardised notation for process definition Standardisation in Workflow Management Differences in power and applicability of workflow modelling languages and WfMS Derivation of Workflow Patterns Development of a Reference Architecture for WfMS by Workflow Management Coalition (WfMC) 6

7 Standards in Business Process Life Cycle Notation Standards Audit Standards Integration Standards Standard Metrics Interaction Standards Quelle: Vgl. zur Mühlen (2007) 7

8 Workflow Management Coalition (WfMC) Global Gl b l standards t d d organisation i ti th t concentrates that t t purely on business processes & workflow issues Founded in 1993 Over 300 member organizations worldwide WfMS-vendors (BEA, Pegasystems, TIBCO) Consultants (BOC, PICTURE) User (Adobe, Fujitsu, NEC) Research organisations (Stevens Institute of Technology, University of Muenster) Subdivision of WfMC into three major committees: Technical Committee (TC) Development of specifications for the purpose of defining workflow terminology terminology, interoperability and connectivity standards External Relations Committee (ERC) Presentation and communication of information to the workflow user community 8 Steering Committee board of directors Management of conformance requirements i t and d activities of TC & ERC

9 Structure of WfMC Working Groups Standardization activities organised in working groups, each working on a particular area of specification Working groups are loosely structured around the WfMC Reference Model Working Group 1 Process Definition Interchange Model & APIs (XPDL-Committee) Working Group 2 Workflow Client Applications Working Group 3 external Applications Working Group 4 Workflow Interoperability Working Group 5 Administration and Monitoring Related Working Groups on OMG, OASIS, Reference Model and Resource Model 9

10 Basic Architecture of WfMS Quelle: 10

11 WfMC Reference Model 11

12 Workflow Enactment Services Workflow Enactment Service Software service consisting of one or more workflow engines Creation and management of workflows Connection of interacting applications via Workflow-API (WAPI) Workflow Engine Runtime environment for execution of workflow instances Major tasks: Interpretation and deployment of process definitions Execution and control of workflow instances (create, activate, t suspend, ) Handling control flow between activities, deadline scheduling Handling of work lists and access control Interface to invoke external applications 12

13 A process definition is a data structure Interface 1: Process Definition for specification of process structure and workflow-related information used by workflow engines for execution Providing standard interface between process definition and modelling tools and workflow engine(s) Exchange of process definitions via XML (e.g. XML-Process Definition Language XPDL ) or proprietary API 13

14 Interface 2: Workflow Client Applications Communication between workflow enactment service and workflow clients Workflow client provides user interface for human interaction with workflow engine Representation and organisation of work lists for human activities Invocation and handling of applications used while human interaction 14

15 Interface 3: Invoked Applications Invocation of external applications (e.g. ERP, CRM, DMS, Fax, ) Direct interaction with workflow enactment service Mostly for automated activities (without human interaction) Exchange of workflow-related data between applications and WfMS Integration of specific workflow-compatible applications 15

16 Interface 4: Workflow Interoperability Integration ti of different WfMS Exchange of process definitions, workflow instances, single activities or workflow data between different WfMS Using XML-based standard Wf-XML for exchange 16

17 Interface 5: Administration & Monitoring Tools Monitoring and Controlling of workflow execution Tracking and reporting on workflow events during runtime Configuration and administration of WfMS User & access management Ressorce management Error handling (e.g. deadlocks) dl 17

18 BPMN Overview: Standards in WfM XPDL Wf-XML BPEL SOAP 18

19 Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 19

20 Sungard (Carnot AG) Name giver: Nicolas Léonard Sadi Carnot French physician Father of Thermodynamics Carnot Engine efficient steam engine Goal of the software: Realize Workflows with Java driven Middle Ware Founded in 2000, ~30 Employees Started with Private Capital, then Venture Capital Carnot Process Engine, now Infinity 20

21 Sungard (Carnot AG) 2007: Acquisition by Sungard ~ Turnover 2006: $ 000$ One of the most prominent clients: Deutsche Bahn AG ~ passengers each day > bookings each day (2002 today? No idea) Fields of application: Damage Management Incident Management Credit and Security Management Courier Services 21

22 Example: Incident Processing Sungard (Carnot AG) 22

23 Sungard (Carnot AG) More prominent Clients: Credit Suisse, Zürich, Switzerland Development Support Degussa Bank, Frankfurt, Germany Banking Processes Dresdner Bank, Frankfurt Germany Credit management ING Austria, Vienna, Austria Online Banking/Account Management ING Postbank, Leeuwarden, Netherlands Document Processing/DMS Integration ti German Government, Department for Employment, Nürnberg, Germany Agency Review Swiss Government, Department for Agriculture, Bern, Switzerland EU Contingent Handling 23

24 Magic Quadrant for Business Process Management Suite 24

25 Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 25

26 Elements of Infinity Architecture 26

27 Infinity Modeling Desktop (Eclipse-Plugin) Elements of Infinity 27

28 Infinity Modeling Desktop (Eclipse-Plugin) Java Application Definition of Processes Allocation of Applications and Roles Debugging Deployment during Runtime One-Stop Shop thanks to Eclipse Elements of Infinity 28

29 Elements of Infinity Infinity Execution Desktop (here: Web Interface) 29

30 Infinity Execution Desktop Elements of Infinity Client for Process Engine Login by Username Initiate t Workflows Work off Tasks Assign Tasks / End Tasks 30

31 Elements of Infinity Infinity Administration Desktop Monitor (Java-App.) 31

32 Elements of Infinity Infinity Administration Desktop Overview 32

33 Elements of Infinity Infinity Administration Desktop Process View 33

34 Elements of Infinity Infinity Administration Desktop Activity View 34

35 Elements of Infinity Infinity Administration Desktop User Management 35

36 Elements of Infinity Infinity Administration Desktop Daemons (Java-App) 36

37 Elements of Infinity Infinity Administration Desktop Monitoring User Management Sart / Stop Daemons Roll back / Repair Tasks Activate deployed Processes 37

38 Developing with Infinity 3 Phases: Modelling Analysis of Business Processes Formal Specification of Business Process in Terms of Workflow Model Consists of Groups of Activities Deployment Workflow Definition Workflow Instance Executable Workflow Audit Trail Analysis Duration, Data, Start /End Dates of Processes 38

39 Workflow-Models file:///c:/programme/carnot_4_2_4/docs/carnot/ag.carnot.docs.analyst_ /html/handbooks/modelling_analyst/mg-basics-3.htm 39

40 Elements in Infinity Process A business process consists of a network of activities ities performed to achieve a certain objective and execution rules for these activities. In short, it captures what is intended to happen. Infinity: Activities Connections Data Applications i Roles 40

41 Elements in Infinity Activities Core Elements of a Workflow Created during Runtime Atomic, cannot be refined One logical Step Different Types: Manuel Automatic Route Subprocess Initiation Activitiy is the one without ingoing i Connections 41

42 Elements in Infinity Connections and Operators AND-Split XOR-Split AND-Join XOR-Join Conditions have to be stored in Connections!! 42

43 Elements in Infinity Applications Invoked by Activitiesities Instantiated during Runtime One Application per Activity However, Applications can be shared among Activities 43

44 Elements in Infinity Workflow Data Are read INto an Activity (IN-Mapping) Are written OUT of an Activity (OUT-Mapping) Participants i t and User Roles Organizations Conditional Performer 44

45 Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 45

46 Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 46

47 Your Task Download Infitity (Study Group) Install Infinity Create Workflow Models corresponding your Petri Nets Present them at January 6 th 2009 (Transition from Petri Net to Workflow Model) Finalize them to deployable (and nice looking) Workflows until February 3 rd

48 Timetable Date Topic Lecturer Caption Tue Introduction to workflow management systems ArSt; SeHe Thu Workflow modelling languages PaDe Lecture Tue omitted (exam week) Canceld Thu omitted (exam week) Presentation Tue omitted (christmas break) Implementation Thu omitted (christmas break) Tue omitted (christmas break) Thu omitted (christmas break) Tue Presentation of workflow models ArSt; MaVo Thu Standardization in workflow management ArSt; MaVo Tue Time for implementation Thu Time for implementation Tue Monitoring & Controlling ArSt; SeHe Thu Flexibility in workflow management PaDe; ArSt; SeHe; MaVo Tue Project management in BPM & WfM PaDe Thu Project management in BPM & WfM PaDe Tue Final presentation PaDe; ArSt; SeHe; MaVo Thu Final presentation / time for questions PaDe; ArSt; SeHe; MaVo 48

49 Workflow Management Systems (WfMS) Introduction to the Sungard Infinity Process Platform