Workflow Management Systems (WfMS) Introduction to the Sungard Infinity Process Platform
Evolution of Software Architecture Monolithic Application Systems y 2
Evolution of Software Architecture Application pp & Process logic DBMS Data management 3
Evolution of Software Architecture Application logic WFMS Process logic DBMS Data management 4
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
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
Standards in Business Process Life Cycle Notation Standards Audit Standards Integration Standards Standard Metrics Interaction Standards Quelle: Vgl. zur Mühlen (2007) 7
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) www.wfmc.org 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
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
Basic Architecture of WfMS Quelle: www.wfmc.org 10
WfMC Reference Model 11
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
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
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
Interface 3: Invoked Applications Invocation of external applications (e.g. ERP, CRM, DMS, Fax, E-Mail) 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
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
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
BPMN Overview: Standards in WfM XPDL Wf-XML BPEL SOAP 18
Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 19
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
Sungard (Carnot AG) 2007: Acquisition by Sungard ~ Turnover 2006: 4.000.000.000$ 000$ One of the most prominent clients: Deutsche Bahn AG ~ 5.200.000 000 passengers each day > 2.000 bookings each day (2002 today? No idea) Fields of application: Damage Management Incident Management Credit and Security Management Courier Services 21
Example: Incident Processing Sungard (Carnot AG) 22
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
Magic Quadrant for Business Process Management Suite 24
Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 25
Elements of Infinity Architecture 26
Infinity Modeling Desktop (Eclipse-Plugin) Elements of Infinity 27
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
Elements of Infinity Infinity Execution Desktop (here: Web Interface) 29
Infinity Execution Desktop Elements of Infinity Client for Process Engine Login by Username Initiate t Workflows Work off Tasks Assign Tasks / End Tasks 30
Elements of Infinity Infinity Administration Desktop Monitor (Java-App.) 31
Elements of Infinity Infinity Administration Desktop Overview 32
Elements of Infinity Infinity Administration Desktop Process View 33
Elements of Infinity Infinity Administration Desktop Activity View 34
Elements of Infinity Infinity Administration Desktop User Management 35
Elements of Infinity Infinity Administration Desktop Daemons (Java-App) 36
Elements of Infinity Infinity Administration Desktop Monitoring User Management Sart / Stop Daemons Roll back / Repair Tasks Activate deployed Processes 37
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
Workflow-Models file:///c:/programme/carnot_4_2_4/docs/carnot/ag.carnot.docs.analyst_4.2.4.7/html/handbooks/modelling_analyst/mg-basics-3.htm 39
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
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
Elements in Infinity Connections and Operators AND-Split XOR-Split AND-Join XOR-Join Conditions have to be stored in Connections!! 42
Elements in Infinity Applications Invoked by Activitiesities Instantiated during Runtime One Application per Activity However, Applications can be shared among Activities 43
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
Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 45
Agenda Carnot AG (now Sungard) Elements of Infinity Demo Hints 46
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 2009 47
Timetable Date Topic Lecturer Caption Tue 09.12.2008 Introduction to workflow management systems ArSt; SeHe Thu 11.12.2008 Workflow modelling languages PaDe Lecture Tue 16.12.2008 omitted (exam week) Canceld Thu 18.12.2008 omitted (exam week) Presentation Tue 23.12.2008 omitted (christmas break) Implementation Thu 25.12.2008 omitted (christmas break) Tue 30.12.2008 2008 omitted (christmas break) Thu 01.01.2009 omitted (christmas break) Tue 06.01.2009 Presentation of workflow models ArSt; MaVo Thu 08.01.2009 Standardization in workflow management ArSt; MaVo Tue 13.01.2009 Time for implementation Thu 15.01.2009 Time for implementation Tue 20.01.2009 Monitoring & Controlling ArSt; SeHe Thu 22.01.2009 Flexibility in workflow management PaDe; ArSt; SeHe; MaVo Tue 27.01.2009 Project management in BPM & WfM PaDe Thu 29.01.2009 Project management in BPM & WfM PaDe Tue 03.02.2009 Final presentation PaDe; ArSt; SeHe; MaVo Thu 05.02.200902 2009 Final presentation / time for questions PaDe; ArSt; SeHe; MaVo 48
Workflow Management Systems (WfMS) Introduction to the Sungard Infinity Process Platform