Oracle BPM 11g Modeling

Student Guide - Volume I

D66123GC21
Edition 2.1
May 2012
D77240
Copyright 2012, Oracle and/or its affiliates. All rights reserved.
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Author
Rosie Piller
Technical Contributors
and Reviewers
Carolina Arce
Gary Barg
Heidi Buelow
Avinash Dabholkar
Nicolas Damonte
Manoj Das
Jerry Elliott
Michelle Lapid
Can Gao
Steven Leslie
Bhagat Nainani
Bin Pan
Ron Pinkerton
David Read
Dharini Sivanandham
Andy Smith
Meera Srivinasan
Kristi Kristipati
Payal Srivastava
Mark Wilkins
Joseph Fernandez
Editors
Malavika Jinka
Aju Kumar
Raj Kumar
Graphic Designer
Satish Bettegowda
Publishers
Pavithran Adka
Joseph Fernandez

iii
Contents




1 Course Overview
Objectives 1-2
Course Target Audience 1-3
Course Description 1-4
Course Objectives 1-5
Suggested Class Schedule: Day One 1-7
Suggested Class Schedule: Day Two 1-8
Suggested Class Schedule: Day Three 1-9
Acronyms Used in This Course 1-10
Summary 1-11

2 The BPM Life Cycle and the Oracle BPM Suite
Objectives 2-2
Agenda 2-3
Business Process: Definition 2-4
Sales Quote Process: Enter the Quote 2-5
Sales Quote Process: Perform Business Practices Review 2-6
Sales Quote Process: Approve the Quote 2-7
Sales Quote Process: Approve the Terms 2-8
Sales Quote Process: Finalize the Contracts 2-9
Sales Quote Process: Save the Quote 2-10
Characteristics of a Business Process 2-11
Real-World Business Processes 2-12
Real-World Business Process Management 2-13
Business Process Management: Definition 2-14
BPM Benefits: Efficiency, Visibility, Agility 2-15
Additional BPM Benefits 2-16
Which Processes to Manage? 2-17
Process Selection: Benefits and Inhibitors 2-18
Common Candidates for BPM 2-20
Business Process Management: Summary 2-21
Quiz 2-22
Agenda 2-23
Planning 2-24
Strategy 2-25

iv
The BPM Life Cycle 2-26
Quiz 2-28
Agenda 2-31
Oracle BPM 11g Goals 2-32
What Is Service-Oriented Architecture? 2-33
Oracle SOA Suite 2-34
Oracle BPM: Layered Over SOA Suite 2-35
The BPM Life Cycle and the Oracle BPM Suite 2-37
Business Process Composer: User-Friendly Process Modeling 2-39
BPM Studio: IDE 2-40
BPM Studio: Simulate Before You Implement 2-41
Business Process Workspace: Participating, Process Tracking, Supervising 2-42
Business Process Workspace: Monitoring 2-43
Oracle Business Activity Monitoring (BAM) 2-44
Leveraging Existing Models 2-45
Collaborative Modeling 2-46
Progressive Refinement of One Model, and Business-IT Collaboration 2-47
Support for Complex Human Workflows 2-48
Support for Complex Business Rules 2-49
Support for Business-User Editing of Deployed Business Rules at Run Time 2-50
Process Accelerators: Ready-to-Deploy BPM Applications 2-51
Real-Time End-to-End Process Visibility 2-52
Full-Palette BPM 2-53
Oracle BPM 11g Goals (Revisited) 2-54
Quiz 2-55
Agenda 2-59
Modeling in Business Process Composer; Simulating and Implementing in
BPM Studio 2-60
Modeling, Simulating, and Implementing Using BPM Studio 2-61
Modeling in BPM Studio; Modeling and Deploying from Business Process
Composer 2-62
Creating Project Templates in BPM Studio; Using Them in Business
Process Composer 2-63
RequestQuote Process Model 2-64
Quiz 2-65
Applying These Concepts to Your Job 2-67
Summary 2-68


v
3 Modeling a Process Using Oracle Business Process Composer
Objectives 3-2
Lesson Agenda 3-3
Workflow Review: Modeling in Business Process Composer 3-4
Preparing to Log In to Business Process Composer: Starting the
Application Server 3-5
Logging In to Business Process Composer 3-6
Home Page 3-7
Oracle BPM Projects 3-8
Several Ways to Create Oracle BPM Projects 3-9
Creating a BPM Project 3-10
New BPM Project Created 3-11
Project Home Page 3-12
Creating a Process 3-13
A Simple Process 3-14
Saving a Project 3-15
Practice 3-1 Overview: Getting Started with Business Process Composer 3-16
Lesson Agenda 3-17
RequestQuote Process (Review) 3-18
Start and End: Trigger Type 3-19
User Tasks 3-20
BPMN Component Palette 3-21
Stamp Mode 3-22
Recorded Demonstration: Adding User Tasks 3-23
Adding User Tasks: Straight-Through Processing 3-24
Swimlanes and Roles 3-25
SalesQuote Project: Roles 3-26
Assigning Roles 3-27
Adding a Swimlane 3-28
Recorded Demonstration: Adding Swimlanes and Roles 3-29
Quiz 3-30
Practice 3-2 Overview: Adding User Tasks, Swimlanes, and Roles 3-32
Lesson Agenda 3-33
Gateways 3-34
Gateways: Sample #1 3-35
Gateways: Sample #2 3-36
Quiz 3-37
Recorded Demonstration: Adding Gateways 3-38
Steps to Add an Exclusive Gateway 3-39
Steps to Add a Parallel Gateway 3-40
Conditional and Default Transitions 3-41

vi
Results of Business Practices Review 3-42
Solution: Loop (Exclusive Gateway) 3-43
Result of Approvals 3-44
Solution: Loop (Another Exclusive Gateway) 3-45
Is Business Practices Review Required? 3-46
Business Rule: Determine Approvals 3-47
What Happens After the Contracts Are Finalized? 3-48
Service Task: Save Quote 3-49
Practice 3-3 Overview: Adding Gateways to the RequestQuote Process 3-50
Summary 3-51

4 Collaborating on BPM Projects
Objectives 4-2
Lesson Agenda 4-3
Sharing a BPM Project: Defining Team Members and Roles 4-4
What a Shared Project Looks Like 4-5
Real-Time Display: Who Else Is Viewing or Editing the Project? 4-6
Collaboration and Locking 4-7
Viewing Latest Changes 4-8
Snapshots 4-9
Opening Snapshots Versus Reverting to Snapshots 4-10
Importing BPM Projects into Business Process Composer 4-11
Exporting BPM Projects 4-12
Quiz 4-13
Practice 4-1 Overview: Sharing BPM Projects with Multiple Business
Process Composer Users 4-14
Lesson Agenda 4-15
Review: Modeling in Process Composer; Simulating and Implementing in
BPM Studio 4-16
Review: Modeling, Simulating, and Implementing by Using BPM Studio 4-17
Review: Creating Project Templates in BPM Studio; Using Them in
Process Composer 4-18
Starting Oracle BPM Studio (JDeveloper) 4-19
Oracle BPM Studio Start Page 4-20
Creating a New Application 4-21
Creating a Project in the New Application 4-22
BPM Project Navigator 4-23
Sharing Projects Using BPM MDS 4-24
Creating a User-Specific Connection to BPM MDS 4-25
Checking Out and Locking a Project 4-26
Snapshots and History in BPM Studio 4-27

vii
Importing and Exporting in BPM Studio 4-28
Displaying and Editing the Process Model 4-29
Saving a BPM Project to BPM MDS 4-30
Project Saved to BPM MDS; Lock Released 4-31
Business Process Composer: Retrieving the Latest Project from BPM MDS 4-32
Quiz 4-33
Practice 4-2 Overview: Sharing BPM Projects with BPM Studio Users 4-36
Summary 4-37

5 Documenting Business Processes
Objectives 5-2
Lesson Agenda 5-3
Business-Driven Modeling 5-4
Sharing the Model 5-5
What Requirements Do You Need to Communicate? 5-6
End-User Documentation 5-7
Internal Documentation 5-8
Defining Documentation at the Process Level 5-9
Defining Documentation for Activities and Other Flow Objects 5-10
Using Documentation View for Collaboration 5-11
Using Notes for Collaboration 5-12
Using a Description Field for Collaboration 5-13
Quiz 5-14
Best Practices 5-15
Practice 5-1 Overview: Documenting Business Processes 5-16
Summary 5-17

6 Creating BPM Projects Based on Templates
Objectives 6-2
Lesson Agenda 6-3
What Project Templates Are and Why They Are Used 6-4
Review: Creating Project Templates in BPM Studio; Using Them in
Process Composer 6-5
Steps to Create and Use Templates 6-6
Creating a Project Template 6-7
Including Reusable Components 6-8
Setting Process-Level Edit Policies 6-9
Setting Activity-Level Edit Policies 6-10
Saving the Template to BPM MDS 6-11
Quiz 6-12
Lesson Agenda 6-14

viii
Creating a New Project Using a Project Template 6-15
Creating a BPM Project Based on a Template 6-16
Basing the New Project on a Template 6-17
New Project Created 6-18
Process Open for Editing 6-19
Quiz 6-20
Best Practices 6-21
Practice 6-1 Overview: Using Project Templates 6-22
Summary 6-23

7 Using Additional BPMN Flow Objects
Objectives 7-2
Lesson Agenda 7-3
BPMN 2.0 7-4
BPMN Building Blocks 7-5
Implementing a BPMN Process 7-7
Implementing: Mapping Data Into and Out of Each Activity 7-8
Process Instance 7-9
Tokens 7-10
BPM Processes and Information 7-11
Data Structures 7-12
Data Objects 7-13
Basic Versus Complex Data Objects 7-14
RequestQuote: Sample Data Objects 7-15
Arguments 7-16
Lifespan 7-17
Access 7-18
Quiz 7-19
Lesson Agenda 7-21
Types of Tasks: Non-Interactive 7-22
Types of Tasks: Interactive 7-23
Abstract Activities 7-24
Service Tasks 7-25
Send and Receive Tasks 7-26
Notification Tasks 7-27
Update Tasks 7-28
Business Rule Tasks 7-29
Script Tasks 7-30
Quiz 7-31
Types of Tasks: Interactive (Review) 7-34
Interactive Tasks 7-35

ix
Interactive Tasks: Manual Tasks 7-36
Interactive Tasks 7-37
Quiz 7-38
Lesson Agenda 7-39
Controlling Process Flow with Gateways 7-40
Exclusive (XOR) Gateways 7-41
Defining a Loop Using an Exclusive Gateway 7-42
Inclusive (OR) Gateways 7-43
Parallel (AND) Gateways 7-44
Complex Gateways (Voting Pattern) 7-45
Event-Based Gateways 7-46
Gateway Summary 7-47
Quiz 7-48
Lesson Agenda 7-50
Events 7-51
Start Events 7-52
End Events 7-54
Multiple Start Events: An Example 7-56
Multiple End Events: An Example 7-57
Catch Events 7-58
Boundary Catch Events 7-59
Throw Events 7-60
Using Message Events for Asynchronous Invocation 7-61
Quiz 7-62
Lesson Agenda 7-63
What Is a Subprocess? 7-64
Call Activity and Reusable Subprocesses 7-65
Subprocess Activity and Embedded (Inline) Subprocesses 7-66
Problem: Handling Concurrent Events 7-68
Solution: Event Subprocesses 7-69
Event Subprocesses: Interrupting and Non-Interrupting 7-70
Comparison of the Three Types of Subprocesses 7-72
Exception Handling: Boundary Events Versus Event Subprocesses 7-73
Quiz 7-74
Best Practices 7-78
Practice 7-1: Applying Flow Objects in a Business Process 7-79
Summary 7-80


x
8 Creating and Using Human Tasks
Objectives 8-2
Lesson Agenda 8-3
Human Interaction 8-4
User Tasks (Interactive Activities) 8-5
Implementing User Tasks (Interactive Activities) in Business Process Composer 8-6
Title, Priority, and Possible Outcomes 8-7
Four Participant Types 8-8
Two Types of Routing 8-9
Task Data 8-10
Presentation Forms 8-11
Deadlines 8-12
Implementing User Tasks (Interactive Activities) in Business Process
Composer 8-13
Quiz 8-14
Lesson Agenda 8-15
Implementing User Tasks: Defining the Human Task 8-16
Defining a Human Task 8-17
Human Task: General View 8-18
Specifying the Single Participant: Swimlane Role Versus Names and
Expressions 8-19
Specifying Participants: Single Versus Serial 8-20
Specifying Parallel Participants 8-21
Human Task: Data View 8-22
Data View (Default Data Types Available) 8-23
Data View (Custom Data Types Available) 8-24
Human Task: Duration View 8-25
Implementing User Tasks: Binding the Human Task 8-26
Opening the Implementation View: Two Ways 8-27
Browsing for the Human Task 8-28
Binding the Human Task to the User Task 8-29
Human Task Pattern Reflected in Process Model 8-30
Out-of-the-Box Human Task Patterns 8-31
Implementing User Tasks: Mapping Data 8-32
Opening the Data Association Editor 8-33
Data Associations 8-34
Completing Implementation of User Tasks in BPM Studio 8-35
Update Task (Review) 8-36
Quiz 8-37
Practice 8-1 Overview: Creating and Using Human Tasks 8-42
Summary 8-43

xi
9 Running Simulations
Objectives 9-2
Lesson Agenda 9-3
What Are Simulations? 9-4
Why Simulate? 9-5
Oracle BPM Suite Solution Life Cycle 9-7
What Components Do You Need to Configure? 9-8
Simulation Models 9-9
Simulation Definitions 9-10
Steps 9-12
Quiz 9-13
Lesson Agenda 9-14
Creating a Simulation Model 9-15
Simulation Models: Sample Window 9-16
Simulation Model Activity Parameters: Duration and Cost 9-17
Simulation Model Activity Parameters: Resources 9-18
Simulation Model Activity Parameters: Queue Info and Outgoing Flows 9-19
Simulation Model Gateway Parameters 9-20
Simulation Model Parameters for Outcomes 9-22
Sample Predictions 9-23
Creating a Simulation Model Based on Runtime Data 9-24
Lesson Agenda 9-25
Simulation Definitions (Review) 9-26
Creating a Simulation Definition 9-27
Simulation Definition 9-28
Creating a Simulation Model and Definition Using the Wizard 9-29
Quiz 9-30
Practice 9-1 Overview: Configuring Simulations 9-32
Lesson Agenda 9-33
Steps (Review) 9-34
Running a Simulation 9-35
Animation 9-36
Adjusting Activity Resources During the Animation 9-37
Simulation Results 9-38
Chart Toolbar 9-39
Configuring the Chart: Selecting Activities and Resources 9-40
Configuring the Chart: Selecting Indicators 9-41
Sample Drill-Down Chart 9-42
Options for Resolving Problems 9-43
Generating Reports 9-44
Quiz 9-45

xii
Best Practices 9-48
Practice 9-2 Overview: Running Simulations 9-49
Summary 9-50

10 Participating in a Running Process
Objectives 10-2
Lesson Agenda 10-3
BPM Life Cycle 10-4
What Is Deployment? 10-5
Ways to Deploy Oracle BPM Projects 10-6
Deploying from Business Process Composer 10-9
What Is Approval Workflow? 10-12
Approval Workflow: Steps 10-13
Adding Approval Workflow to a Project 10-14
Sending a Project for Approval 10-15
Monitoring Approval Progress and Deploying 10-16
Recorded Demonstration: Deploying a Project with Approval Workflow 10-17
Quiz 10-18
Lesson Agenda 10-21
BPM Life Cycle 10-22
Process Participant Applications 10-23
Launching and Logging In to Oracle Business Process Workspace 10-24
Tasks > My Tasks Tab 10-25
Tasks > Administrative Tasks Tab 10-26
Process Tracking Page 10-27
User Preferences: Rules 10-28
User Preferences: Notification 10-29
Quiz 10-30
Lesson Agenda 10-32
SalesQuoteDemo RequestQuote: Part 1 10-33
SalesQuoteDemo RequestQuote: Part 2 10-34
Rules for Business Practices Review and Approve Deal Tasks 10-35
Sample Quotes 10-36
Sample Process Flow (Happy Path) 10-37
Log In and Initiate Quote Process 10-38
Enter Quote Header 10-39
Select Products 10-40
Request Discounts 10-41
Request Terms 10-42
Review and Submit Quote 10-43
Sales Representatives Worklist After Submitting a Quote 10-44

xiii
jstein: Business Practices Review 10-45
eheming: Approve Deal 10-46
wfaulk: Approve Deal 10-47
cdickens: Approve Terms and Finalize Contracts 10-48
Quiz 10-49
Practice 10-1 Overview: Participating in a Running Process 10-50
Lesson Agenda 10-51
What Is a Guided Business Process? 10-52
Characteristics and Benefits 10-53
Steps in Setting Up a Guided Business Process 10-54
Opening the Activity Guide Editor and Configuring Basic Properties 10-55
Creating and Configuring a Milestone 10-56
Adding an Interactive Task to a Milestone 10-57
Configuring an Interactive Task Within the Activity Guide 10-58
Ensuring That Activity Guide Tab Is Enabled 10-59
After Deployment: Performing the Task Within the Guided Business Process 10-60
Recorded Demonstration: Participating in a Guided Business Process 10-61
Quiz 10-62
Best Practices 10-63
Summary 10-64

11 Using Process Analytics
Objectives 11-2
Lesson Agenda 11-3
Why Monitor? 11-4
BPM Life Cycle 11-5
Extracting Business Information 11-6
Real-Time End-to-End Process Visibility 11-7
Integrated Process Analytics During Modeling 11-8
Integrated Process Analytics at Run Time 11-9
Standard BPM Dashboards (Business Process Workspace) 11-11
Custom BPM Dashboards (Business Process Workspace) 11-12
Out-of-the-Box Dashboards (Oracle BAM) 11-13
Custom Dashboards (Oracle BAM) 11-14
Quiz 11-15
Lesson Agenda 11-16
Built-In Measures and Dimensions 11-17
Four Standard Dashboards 11-18
Sample Workload per participant Dashboard 11-19
Sample Workload per process Dashboard 11-20
Sample Performance per participant Dashboard 11-21

xiv
Sample Performance per process Dashboard 11-22
Quiz 11-23
Using Built-In Metrics Only: Steps 11-25
Sampling Points 11-27
1. Configure Sampling Points 11-28
2. Configure the Data Targets 11-29
3. Implement and Deploy the Project 11-30
4. View Standard Dashboards Using Business Process Workspace: Log In 11-31
4. View Standard Dashboards Using Business Process Workspace: Display
Specific Dashboard 11-32
4. View Standard Dashboards Using Business Process Workspace: Drill
Down 11-33
Quiz 11-34
Practice 11-1 Overview: Viewing Standard Dashboards in Business
Process Workspace 11-35
Lesson Agenda 11-36
Custom BPM Dashboards (Business Process Workspace) 11-37
Business Indicators 11-38
Three Types of Business Indicators 11-39
Measures 11-40
Dimensions 11-41
Counters 11-42
Adding User-Defined Capture Points 11-43
What Is Captured? 11-44
Start Measurement and Stop Measurement: Sample Use 11-45
Quiz 11-46
Creating and Using Custom Metrics: Steps 11-48
1a. Define Measures, Dimensions, and Counters in BPM Studio 11-50
1b. Add Counter Marks in Business Process Composer 11-51
2a. Configure Sampling Points 11-52
2b. Add Measurement Marks 11-53
3. Configure the Data Targets 11-54
4. Implement and Deploy the Project 11-55
5. Configure Custom Dashboards Using Business Process Workspace 11-56
5.1: Create a Custom Page 11-57
5.2: Add a Dashboards Panel to the Page 11-58
5.3: Define a Data Source, and Specify Graph Content 11-59
Graph Content: Defining Dimensions and Measures 11-61
Quiz 11-62
Important Concepts 11-63

xv
Practice 11-2 Overview: Creating Custom Dashboards in Business
Process Workspace 11-64
Summary 11-65

12 Creating Real-Time Dashboards Using BAM
Objectives 12-2
Lesson Agenda 12-3
Why Monitor? (Review) 12-4
Extracting Business Information (Review) 12-5
Oracle BAM Real-Time Data Collection: End-to-End Operational View 12-6
Oracle BAM Dashboards 12-7
Who Needs BAM? 12-8
Analyze Processes, Trends, and Context 12-9
Immediately Deliver Information to Business Users 12-10
The Result 12-11
Standard Dashboards (Monitor Express) 12-12
Custom Dashboards 12-13
Comparing Two Monitoring Tools 12-14
Business Process Workspace and Oracle BAM: Summary of Usage 12-15
Quiz 12-16
Features 12-17
Oracle BAM View Types 12-18
Sample Bar Chart Views 12-19
Pie Chart Views 12-20
Sample List Views 12-21
Action List 12-22
Crosstab and Summary Crosstab Views 12-23
Key Performance Indicator Views 12-24
Filters 12-25
Drilling 12-26
Drilling Down, Drilling Up 12-27
Drilling Through, Drilling Across 12-28
Views Driving Other Views 12-30
Action Buttons 12-33
Action Types 12-34
Alerts: Event Options 12-36
Alerts: Conditions and Actions 12-38
Sample Uses for Alerts 12-40
Integrating BPM Server with BAM Server 12-41
Quiz 12-42
Lesson Agenda 12-43

xvi
Oracle BAM Toolsets (Console) 12-44
Using BAM Active Viewer 12-46
Viewing Reports 12-47
Oracle BAM Active Studio 12-48
Steps in Creating a Real-Time Report 12-49
Selecting the Report Layout 12-50
Selecting a View: Options 12-51
Sales Quote Demo: Sample Views 12-52
Creating Views for Your Report 12-53
Selecting Data Objects and Data Fields 12-54
Selecting Other Formatting Options 12-55
View Data and View Properties 12-56
Saving the Report 12-57
Key Points 12-58
Practice 12-1 Overview: Building a Dashboard Using BAM Active Studio 12-59
Summary 12-60

13 Customizing Business Rules
Objectives 13-2
Lesson Agenda 13-3
What Are Business Rules? (Review) 13-4
Business Rules: What Process Analysts and Business Users Can Do 13-5
Rules for Business Practices Review and Approve Deal Tasks (Review) 13-6
Opening a Business Rule at Design Time 13-7
Global Variables in a Business Rule 13-8
Bucketsets 13-9
Bucketset Editor: Two Samples 13-10
Rulesets: IF/THEN Rules 13-11
Rulesets: Decision Tables 13-12
Editing Business Rules at Design Time 13-13
Quiz 13-14
Lesson Agenda 13-15
Editing Deployed Business Rules at Run Time 13-16
Workflow: Editing Business Rules at Run Time 13-17
Opening a Deployed Project 13-18
Sample Rule in a Deployed Project 13-20
Editing Global Variables in a Deployed Project 13-21
Editing Bucketsets in a Deployed Project 13-22
Editing Decision Tables in a Deployed Project 13-23
Editing Deployed Rules: Toolbar 13-24
Best Practices for Developers: Enabling Business Users to Customize Rules 13-25

xvii
Quiz 13-26
Practice 13-1 Overview: Editing Business Rules at Run Time 13-28
Summary 13-29
Related Courseware 13-30
Where to Go for More Information 13-31
Next Steps 13-32