Raghu R Kodali Consulting Product Manager, & Evangelist Oracle Fusion Middleware Oracle USA Author Beginning EJB 3 Application Development (Apress)



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Integrating BPEL, Workflow & Business Rules Raghu R Kodali Consulting Product Manager, & Evangelist Oracle Fusion Middleware Oracle USA Author Beginning EJB 3 Application Development (Apress)

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new? WS-BPEL 2.0 BPEL4People

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new? WS-BPEL 2.0 BPEL4People

Why SOA? - Customer Needs Increasingly Demanding Users End to End Processes Shorter Change Cycles Better Insight and Auditing IT Increasingly Complex Infrastructure Heterogeneous Systems Silos

Why SOA? - The Reality Of Modern Business Heterogeneous Environments Mergers & Acquisitions Multi Channel Businesses Data Dispersion Hard coding Lack of Standards E Business Suite Business Intelligence PeopleSoft Suppliers Siebel The Result: Inflexible business processes Uninformed business owners Costly development and maintenance Legacy SAP Web Services

Why SOA? Packaged Applications 2 Fulfillment Center 3 1 Customer Service Business Partners Web Solution SOA Solution 1 2 3 More Interoperable More Modular Business Processes Richer Clients

Why SOA? - Standards Fusion Effect Richer Experience More Adaptable More Interoperable Portal ERP/ Legacy Apps PKI Dashboards Web Application WS Process Flow Logic Security Reliability Logging Failover Dynamic Routing Custom Apps & Services API Web services MONITORING BAM USER INTERFACE PORTAL JSR 168 PROCESS ORCHESTRATION BPEL SERVICE BUS WS Security BUSINESS SERVICES XML/XML Schema JMX Struts/JSF XSLT/XQuery WS Policy, SAML WSDL/WSIF Web Services Mgmt SOAP JCA JMS

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new? WS-BPEL 2.0 BPEL4People

Composite Application requirements There is a continuous need for enterprises to tie disparate applications and services into end-to-end process flows. Web Exception Mgt PortalCustomer.NETSchedule Delivery of Modem SAP Inventory Mgt Goals Compress the total processing time (Real Time) Connectivity to systems, services and people Better visibility (Auditing, Reporting) Switches Manual IT Setup Ability to easily change the process Mainframe Payment Processing Incremental roll out Management Console Reporting

Example of composite application DSL Activation Processing JSF Order ACTIVATION FLOW submit CREATE 6000 Devices Validate Customer (DataHub) Customer Profile Order Validation (EJB 3.0) Setup 1 Setup 2 Exception Rate SLA Management BAM? Promotion Management (Business Rules)? BPEL Exception Management Portal Order Hospital (Human Workflow)

Example: DSL Provisioning at Belgacom Application for the provisioning and activation of DSL lines. Belgacom is processing up to 15,000 DSL provisions / day through SOA and BPEL processes which link their customer interfaces and OSS layer, managing activation and repair. Telco Activation Services DSL Activation Manager 6000+ network equipment endpoints (SLEE gateway) SDSL Activation Manager Register for New Service Self-service web app Call Center Struts Application Server Sales/Customer Service Interfaces and Order Review Exception Management BPEL Billing Services Reporting Services Account Management Services

What is BPEL? Markup language for composing a set of discrete services into an end to end process flow 10+ years of R&D from MSFT and IBM SOAP but also Java, JCA Rich Flow Semantics Optimized Bindings XPATH+XSLT+XQuery WS Security A Process is a Service Credit Check United Loan start Bad Credit! Star Loan end

BPEL History Proprietary Standard BPML (Intallio et al) BPSS (ebxml) WSCI (Sun et al) BPEL4WS 1.1 (OASIS) 2000/05 2001/03 2001/05 2001/06 2002/03 2002/06 2002/08 2003/04 2006 XLang (Microsoft) WSFL (IBM) WSCL (HP) BPEL4WS 1.0 (IBM, Microsoft) WS BPEL 2.0 (OASIS)

DEMO

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new? WS-BPEL 2.0 BPEL4People

What are Business Rules? Rules are a way to specify conditional actions or policies If salary is less than $10,000 then deny loan application If miles flown is greater than 50,000 then grant Gold status Rules Can be represented as simple if-then statements Are declarative, not procedural Often generated by GUI programs Rules executed on Rules Engines Facts are input Facts analyzed per Rules Actions conditionally executed or results returned Application facts results Rules Engine

Business Rules Key Benefits Agility fast time to market Goal: Business analysts, not programmers write Rules Business policy changes deployed instantly Rules reuse Transparency -- directly viewable by the business analyst Rules clearly describe associated policies Cost reduction Business analysts can directly create/update Rules More efficient interface for describing policy Cost reductions especially dramatic during maintenance

When Rules are Attractive Applications requiring agility Frequently changing (legal) regulations Frequent policy changes to reflect market changes Requirements for high levels of customization Industries Insurance, health care Finance & risk analysis Operations management Call centers Service Oriented Architectures Rules Engine are particularly attractive in SOA applications

Business Rules Architecture Rules enabled applications Rule Author Application run time logic facts facts results Rules Engine RuleSession Class Facts can be Java objects or XML Rules repository Rules customizi ng applicatio Rules n SDK

BPEL & Rules - Usage Scenarios Rules engines can be invoked as a Decision Service from a BPEL process. Dynamic processing Intelligent routing Validation of policies within process Constraint checks Decision Service (Rules) Ad-hoc Workflow Policy based task assignment Various escalation policies Load balancing of tasks Business Process (BPEL)

Decision Service - Concepts Enables users to easily wire any Rules engine with a BPEL process Key ideas: Abstracts proprietary rule engine apis via a standard web service interface. Will work with any rules engine. Ex: Oracle Business Rules and ilog JRules Access to rules repository at design time to enable user to browse rule sets Supports both stateless and stateful interaction patterns Example: ExecuteFunction, AssertFacts, WatchFacts etc. Implementation Details Generates specific WSDL based on rule set being invoked Metadata about rule engine and repository captured in.decs XML file in BPEL project Supports both SOAP and WSIF bindings

JSR -94 Java API for rule engines Set of rule engine operations Parsing rules, adding objects to rules engine, firing rules and getting results from rules engine Doesn t prescribe a rule language Facilitates runtime interoperability between rule engines Targets Java SE platform

DEMO

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new? WS-BPEL 2.0 BPEL4People

Human Workflow Requirements Task assignment to Users, roles, groups Task routing various flow patterns and assignment rules Escalation and Delegation rules Notification to users/groups Email, Voice, Pager, SMS Customizable Worklist, Task forms, attachments Task History and Audit, Productivity Reports

Workflow Services Exchange Patterns Assign Task Get Approvals Change routing BPEL Process Task Complete BPEL Process All Approvals Complete Assign tasks to role or group (from directory) Flow patterns, Routing rules Escalate Task List work items Notify manager Complete task BPEL Process Task Resolved Get weekly productivity report Escalation and Delegation rules Worklist (tasks, forms, attachments, reports)

Workflow as a Service WSDL Contract Human Workflow Service Assign Task BPEL Process Task Complete Worklist Update Task (1) assign tasks to a user/role (2) wait for task completion as part of an end to end process flow

BPEL & Human Workflow Services System Human BPEL BPEL Human Workflow services enable you to interleave human interactions and connectivity to systems/services into a single end to end process flow

BPEL & Human Workflow Services Workflow Services Task Management Service (Task data, forms, Attachments) Identity Service (Users, Roles) Portal BPEL Process Task Routing Task Assignment Service History/Audit (Assignment, Dispatching) Task Query Service (Task listing, Reporting ) Worklist User Metadata Service (Rules, work queues ) Notification Service (Email & wireless) Email client Identity Management Notification Channels OID, LDAP, JAZN Oracle DB Email AS Wireless (Voice, SMS, Pager)

DEMO

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new in BPEL, Workflow and Rules WS-BPEL 2.0 BPEL4People

Best Practices for Defining an SOA Strategy 2. Enterprise Service Bus 1. Portfolio of Services 3. Process Orchestration, Workflow and Rules SOA Strategy? 4. User Interface 6. Performance Scalability 5. Business Activity Monitoring 6. Security and Management

Step 1 Portfolio of Services BEST PRACTICES Contract/Interface First Coarse Grain Documents Asynchronous Interactions Undo/Cancel Operations Versioning WS I, Wrapped Document Style WSIF Binding to Java, JCA Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Step 2 Enterprise Service Bus BEST PRACTICES Enterprise Service Bus UDDI Registry JCA Adapters Integration with Policy Management Framework Service Virtualization Logical Naming Differed, Reliable Delivery (Configurable) Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Step 3 Process Orchestration, Workflow and Rules BEST PRACTICES BPEL Workflow Rules Enterprise Service Bus fx BPEL XSLT Transformation Human Workflow Service Rules Service Notification Service Error Hospital Service ESB Binding and Wiring Tracing and Debugging Iterative Development Unit Testing Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Step 4 User Interface Portal, JSF Applications,.NET, Microsoft Office BPEL Workflow Rules fx BEST PRACTICES MVC BPEL is a Model (Loose Coupling) Workflow Service is a Model JSF or Struts WSRP, JSR 168 Enterprise Service Bus Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Step 5 Business Activity Monitoring Portal, JSF Applications,.NET, Microsoft Office fx BPEL Workflow Rules Enterprise Service Bus BEST PRACTICES PKI First Sensors to Collect Events without Process Logic Changes Real time Dashboard Alert/Actions (Fusion Effect) Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Step 6 Security Policy Management Portal, JSF Applications,.NET, Microsoft Office fx BPEL Workflow Rules Enterprise Service Bus BEST PRACTICES WS Policy, WS Security Change Policy without Changing Endpoint Integrated with ESB (Multi binding Support) Agent and Gateway Mode Support for Java and.net Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Step 7 Performance, Scalability and Reliability Portal, JSF Applications,.NET, Microsoft Office fx BPEL Workflow Rules Enterprise Service Bus BEST PRACTICES Asynchronous Interactions WS Addressing Correlation Support for Large XML Documents Stateless Architecture JCA and Java Binding Batch API Java.NET, SAP, Mainframe, Oracle, Retek, PeopleSoft, Siebel, etc

Agenda Why SOA? Business Process Orchestration using WS-BPEL Business Process Agility with Business Rules Implementing Business Rules Integrating Business Processes and Rules Business Process & Human Workflow Best Practices What s new? WS-BPEL 2.0 BPEL4People

What s new in WS-BPEL 2.0? New activity types (if-then-else, repeatuntil, validate, foreach, extensionactivity) Completion condition in foreach activity Variable initialization XSLT for variable transformations (New XPath extension function bpws:doxsltransform) XPath access to variable data (XPath variable syntax $variable[.part]/location) XML schema variables in Web service activities (for WS-I doc/lit style service interactions) Locally declared messageexchange (internal correlation of receive and reply activities Clarification of Abstract Processes (syntax and semantics)

What s BPEL4People? Currently no standard that covers service orchestration and user interactions Extension to WS-BPEL Proposed by IBM and SAP Support usecases that involve people with business processes People activities Task assigned to a user and user is required to perform certain action People links Group of people associated with a role

Q & A Q U E S T I O N S A N S W E R S

Integrating BPEL, Workflow & Business Rules Raghu R Kodali Consulting Product Manager, & Evangelist Oracle Fusion Middleware Oracle USA Author Beginning EJB 3 Application Development (Apress)