Beruflich Dokumente
Kultur Dokumente
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Oracle Training Materials – Usage
Agreement
Use of this Site (“Site”) or Materials constitutes agreement with the following terms and conditions:
1. Oracle Corporation (“Oracle”) is pleased to allow its business partner (“Partner”) to download and
copy the information, documents, and the online training courses (collectively, “Materials") found on
this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partner’s
employees only. The Materials may not be used for training, promotion, or sales to customers or other
partners or third parties.
2. All the Materials are trademarks of Oracle and are proprietary information of Oracle. Partner or other
third party at no time has any right to resell, redistribute or create derivative works from the Materials.
4. Under no circumstances shall Oracle or the Oracle Authorized Boot Camp Training Partner be liable
for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from
use of this Site of Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle
from and against any and all actions, claims, losses, damages, liabilities and expenses (including
reasonable attorneys' fees) arising out of Partner’s use of the Materials.
5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be
redistributed in any format without Oracle written consent.
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<Insert Picture Here>
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Day 2
Duration Title
90’ Lab: Simulation (continued)
45’ Process Implementation
120’ Lab: Implementation
45’ BPM Workspace
60’ Lab: Running the Process
45’ BPMN Advanced Concepts
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© 2010 Oracle Corporation – Proprietary and Confidential
Day 3
Duration Title
30’ Process Analytics and BAM
155’ Labs: Process Analytics and BAM
30’ Process Composer
120’ LAB: Process Composer
30’ Business Rules
45’ Lab: Business Rules
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Day 4
Duration Title
60’ Lab: Business Rules (continued)
30’ Human Workflow
135’ Lab: Human Workflow
30’ Human Workflow Post-Lab Discussion
30’ Workflow User Interface
90’ Lab: Workflow User Interface
15 Wrap Up
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© 2010 Oracle Corporation – Proprietary and Confidential
Hosted Environments
Oracle Partner Network Enablement Environment : OPNEE
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Installation Options
• Everything on your own machine
• You must do your own configuration steps when you
encounter the instructions in labs, also patches
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<Insert Picture Here>
• Why BPM?
• BPM Overview
• Oracle BPM Framework
• Overview
• Scope
• Wrap-Up
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© 2010 Oracle Corporation – Proprietary and Confidential
Comprehensive Approach to BPM Success
People, Methodology & Technology
Successful
BPM
Corporate Competency Analysis & modeling tools,
development/evolution
Scalable compute H/W
Culture Tools
Methodology
Consistent approach
Planning Process & to process engineering
Roadmap to guide adoption and management
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© 2010 Oracle Corporation – Proprietary and Confidential
Closed-Loop BPM Lifecycle
Round-Trip Between Modeling, Execution, and Monitoring Phases
Business
Process Interact, BPM User Interaction
Owner Monitor,
Dashboards User
Control
Implement,
Execute
Model, Simulate,
Optimize Process
Modeling Tool
IT
Business
BPM Server Analyst
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© 2010 Oracle Corporation – Proprietary and Confidential
What is The Oracle Business Process
Management Method?
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© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Methodology
BPM Life-cycle
Planning
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Oracle BPM Methodology Highlights
Comprehensive and Adaptive
You can start here You can
start here
You can
start here
Continuous process
development
Closed-loop feedback
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© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Methodology Highlights
Oracle BPA Suite
Alignment of Business and Technical Models
BPM Implementation
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© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Methodology
Philosophy, Vision, Approach and Alignment
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Capability Maturity Levels
Higher the Level – the Better the Capabilities
- 5 -
enabled by BPM
Processes and procedures Establish key performance indicators
quantitatively managed to drive and manage to those metrics
business value. MANAGED Leverage BAM to improve business
- 4 -
processes.
BPM concepts consistently applied Standardize approach and products
facilitating sharing and reuse Drive widespread adoption
SYSTEMATIC Establish governance
- 2 -
Build confidence with business owners
Experimenting with and learning Get experience building, deploying,
BPM concepts and consuming processes
AD HOC
BPM not being pursued
- 1 - Investigate applicability of BPM
NO BPM
- 0 -
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Maturity Model
Maturity Adoption
Ongoing analysis of business opportunities enabled
by BP & services approach. Direct linkage process Enterprise Business process modeling across all lines of
Optimized business within the enterprise.
performance to key org performance measures.
BPM tools map existing processes and links them to Cross Business process modeling of business processes
Managed key services. Business analysts are modeling and
Divisional that span multiple divisions.
deploying limited changes through the tools.
Conceptual and modeled understanding of how Business process modeling of business process
Division
Systematic work flows between systems. A target state, at contained within a single division.
the process level, has been developed. Level
In development of overall conceptual business Program Business process modeling applied across all
Opportunistic process models, selective modeling of BPs. projects within a program.
Level
Investigating tools and approaches for process Project BPM being applied to one or few isolated
Ad Hoc modeling and execution
Level projects in a department
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Functional Model
Key Concepts
Enterprise
Map –
Level 0 Sales &
Value Chains - Marketing
Level 1
Quote to Cash
End to end process – Level 2
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Functional Decomposition
• Conceptual Models
• Represents the
enterprise and
business area as a set
of Functions.
• Plays a key role in
strategic analysis and
facilitates alignment of
process optimization
activities with strategic
objectives.
• Operational Models
• Detailed Process
Flows.
• Meant for execution
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Planning Phase
• Purpose
• Launch the BPM Project/Program
• Set up BPM Steering Committee
• Scope BPM Effort
• Secure formal approval from key stakeholders
• Inputs
• Business Objectives, Strategy, Goals and Drivers
• Existing BPM Assets
• High level business requirements
• Stakeholders and relevant Org charts
• Budget, timeline and other constraints
• Outputs
• BPM Scoping Document
• BPM Repository Set-up
• Key Roles
• BPM Program Lead, Executive sponsors of BPM Program, Chief Business Analyst
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BPM Planning
Steps Steps
BPM Repository
Stakeholders, Step 6 : Initial Set up
relevant Org charts set up
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BPM Repository Set up
Set up Repository to Manage BPM Assets
BPM Repository
Release Services
Plan Service Models
Interface
Project
Functional model and Business
associated requirements Objectives
Data Models
Process Models Operational
Metrics
Application
Composite
User Content Process Deployment
Applications Data consumption and
Interfaces Dashboards Models
and Projects provisioning models
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© 2010 Oracle Corporation – Proprietary and Confidential
Strategy Phase
• Purpose
• Identification of BPM Process candidates (optional)
• Two approaches
• Strategic : Formal analysis to narrow down the BPM candidates
• Tactical : Informal approach to zeroing on BPM candidates
• Inputs
• Business Objectives, Strategy, Goals and Drivers
• High level business requirements, BPM Scoping Document
• BPM Repository
• Outputs
• BPM Process Candidates
• BPM Scoping Document (updated with finalized BPM Projects)
• Key Roles
BPM Program Lead, Business Architects, Chief Business Analyst
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Identification of BPM Process Candidates
Strategic versus Tactical Approaches
Identify one or more
business processes
Selecting BPM candidates on which to base an
effort around further
analysis
Update
BPM
Scope Document BPM
Process BPM
Candidates Candidates Scope Document
Business
Function
Model
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© 2010 Oracle Corporation – Proprietary and Confidential
Design Phase
• Purpose
• Design optimal to-be process models
• Discover as-is process models
• Identify improvement opportunities
• Two approaches
• Start from As-Is Process model: Discover & design as-is
process models; Analyze as-is process model to identify
improvements and then design to-be process models.
• Design to-be Process model sans as-is process model: Skip the
as-is process model and start with design of to-be process
models
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© 2010 Oracle Corporation – Proprietary and Confidential
Design Phase
Inputs, Outputs & Roles
• Inputs
• BPM Scoping Document
• BPM Repository
• Outputs
• As-is Process Models
• Process Requirements & Use cases
• Improvement Proposals
• To-be Process Models
• Key Roles
• Business Analyst / Process Designer /Process Developer
• Process Owner (Line of Business Owner)
• Business Users
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© 2010 Oracle Corporation – Proprietary and Confidential
Design of To-Be Process Models
Approach B – Start from As-is Process Models
To-be process
BPM As-is process models
Candidates Models
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© 2010 Oracle Corporation – Proprietary and Confidential
Process Discovery
Capture As-is Process Models
Business Function
Model
BPM
Candidates
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© 2010 Oracle Corporation – Proprietary and Confidential
Building Processes Models
Enterprise Map Process Flows
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© 2010 Oracle Corporation – Proprietary and Confidential
Business Process Context
Comprehensive View
Objectives
• All expenses paid within 21 days (within 3 months of launch)
• 80% of consultants to utilize system (within 6 months of launch)
* - Process Owner
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© 2010 Oracle Corporation – Proprietary and Confidential
Analysis of Process Models
Links Business Strategy to Business Processes
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© 2010 Oracle Corporation – Proprietary and Confidential
Design the to-be Process Models
Process
Requirements,
Use cases
Process
Improvements
As-is process
Models (Optional)
Best practise
Reference models
To-be process
models
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© 2010 Oracle Corporation – Proprietary and Confidential
Implement Phase
• Purpose
• Implement (and instrument) to-be Process Models
• Co-ordinate with IT to fulfil service & data requirements
• Design & Implement Rules, User Interfaces, Dashboards
• Inputs
• BPM Scoping Document & BPM Repository
• To-Be Process Models, Process Requirements & Use case document
• Services and Data Models (from IT)
• Outputs
• Completed & deployable business Process
• Completed & deployable process related artifacts (Rules, Dashboards, User
Interfaces)
• Test cases & Test Framework
• Key Roles
Business Analyst, Process Developer, Rules Designer, User Interfaces Designer
Process Dashboard Designer
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© 2010 Oracle Corporation – Proprietary and Confidential
Implement the IT Process
Steps
Implement Business Process
Drive Service &
C’ Data Requirements
Design & link business process to
Identify &
Services & Data. Perform Data
Implement
Service Mapping with IT help
Publish new
Service & Data
models
Design & link business process to
user interfaces
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© 2010 Oracle Corporation – Proprietary and Confidential
Service Identification
Business Process Based Discovery
Business Process
Candidate Operations
Candidate Services
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Service Discovery & Identification
SOA Candidate
Service Requirements
Service Reuse
SOA
Candidates
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Test & Deploy
Process Collaboration
testing
Business Requirements
Validation
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© 2010 Oracle Corporation – Proprietary and Confidential
Marks of Hood BPM Governance
Policies
(What)
Decisions Processes
(Who) (How)
In addition, BPM Governance addresses the manner in which the organization will achieve
competency and maturity in its BPM adoption.
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© 2010 Oracle Corporation – Proprietary and Confidential
Implementing the Vision of BPM
Governance
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© 2010 Oracle Corporation – Proprietary and Confidential
Key Leverage Points for BPM Governance
Project kick-off
Business Requirements
People Validation
Others
Ensuring BPM Funding &
Roles & Responsibilities Management of risks
commitment
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© 2010 Oracle Corporation – Proprietary and Confidential
Concluding Remarks
Oracle’s BPM Method Empowers Customers
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© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Product Overview
BPM Suite 11g
Leading technology to
enable greater
Market business efficiency
Leading and agility
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© 2010 Oracle Corporation – Proprietary and Confidential
Full Lifecycle Support
Rich and Easy-to-Use Tools for Every Persona
Business
Enterprise Analysts – Model
Architects – Processes
Define Developers – Populate
Business business catalog and
Architecture implement details
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Suite 11g – Comprehensive Offering
Business Architecture Used Across
Process Modeling Spaces
BPA Suite Oracle Stack
• Rich persona based UI
• Enterprise • Extreme collaboration
modeling • Contextual insight
• Methodology • Web 2.0 enabled BPM
driven
Process Analytics Fusion Apps
• BAM, BI
• Business Indicators &
Business Driven Modeling Measures
• Process Cubes
BPM Studio
• Business IT BPM Runtime Web Center Suite
Collaboration • Standards – BPMN • Dynamic
• Agile Development 2.0, BPEL, WS- • Enterprise-grade
• Unified IDE Human Task • Layered on SCA
• Business Rules based SOA server
UCM/IPM
Process Composer
• Web-based
customization
• Deployment ready
processes
Business Content
Paper Forms Intelligence Management
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM 11g R1 architecture
BPM Layers on top of SOA Suite
Shared BPMN
Model Web based customization
BPA Rich End User Interaction
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM 11g R1 architecture
“ Integrated Inside”
Feature BPM 11g implementation Comments
BPM Studio • BPM Studio ported to JDeveloper.
• Integrated with SOA editors – SCA composite, Task and rules editor
Web apps • All web UIs are ADF based. All the components of the BPM workspace created
as re-usable ADF regions.
• Process portal uses group space templates in web center. BPM workspace
regions registered in Web center resource catalog
• Process Composer uses ADF in conjunction with Flash for rendering
Unified Runtime • BPMN Service engine reuses a large portion of the BPEL process core.
with SOA Implemented new activities based on BPMN 2.0 standard. Common
persistence, binding framework, cube engine, policy management
• All SOA adapters work with both BPEL and BPMN
• Process cube schema can collect metrics for BPMN and BPEL in star schema
System • All BPMN mgmt screens are part of Fusion Middleware control
management • End to end monitoring via composite flow trace. Same deployment model as
SOA. ODL loggers and DMS instrumentation
Metadata • All metadata is stored in MDS – both for design time and runtime. Process
management lifecycle and sharing of drafts/templates between studio/composer done via MDS
Security • OPSS for user/role and policy lookup. Process specific roles auto provisioned as
infrastructure “application roles during deployment
• SSO integration (WLS, OAM, WNA etc)
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© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Introduction
• What is BPMN ?
• Stands for Business Process Modeling Notation
• Graphical (flow-chart like) notation for capturing business processes and interactions.
• Public standard maintained by OMG; Current version is 1.1
• Vendor neutral
• Business Friendly
• Versatile enough to be used for different levels, starting from a high-level process
description to a detailed process flow for implementation
• Simple enough to be understood by business users yet rich in semantics to be used
by developers for implementation
• Has capabilities to model non-executable elements or processes
• Execution Ready
• Through a combination of graphical and supporting elements, allows a model to be
populated with sufficient information to generate executable processes.
• Provides a mechanism to generate executable (Business Process Execution
Language – BPEL) model from the Process Model. Maps a subset of BPMN to WS-
BPEL.
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN 2.0 Highlights
• Extends and addresses BPMN 1.1 Limitations
• No interchange format in 1.1
• 2.0 provides visual model and accompanying interchange format.
• No explicit meta model in 1.1
• 2.0 provides semantic metamodel and accompanying interchange format.
• No choreography support
• 2.0 provides semantic for process interactions and public processes.
• Semantics of modeling constructs not well defined in 1.1.
• 2.0 provides refined and formalized BPMN execution semantics.
• In addition, BPMN 2.0 addresses
• Extensibility mechanism for both process model and graphical extensions
• XMI-based and XSD-based interchange formats.
• Refines event composition and correlation
• Data flow and association
• Covers human interactions
• Does not cover
• Organizational models, Data and Information models, Strategy and Rule Models.
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN & Processes
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© 2010 Oracle Corporation – Proprietary and Confidential
Basic BPMN 2.0
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Concepts
• BPMN consists of three main objects:
• Activity: Represents work to be done
• Gateway: Controls flow logic of the process. Used for splitting and merging paths.
• Event: Supports asynchronous communication with other processes, error handling,
and controlling flow logic
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example - Lanes
Lanes - Provide a visual
means of categorizing
process activities based
on roles
Lane
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Task Types
Service
System steps, Gateways
Task and Events can go in to
any Lanes
Rules Task
User
Task
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© 2010 Oracle Corporation – Proprietary and Confidential
Task Types
• Task
• Atomic activity. Different types of tasks distinguished by different markers.
• Task Types are:
• Service Task (Synchronous system interaction )
• Send and Receive Tasks (Asynchronous system interaction)
• User Task (Human step – managed by workflow engine)
• Manual Task (Not managed by a workflow engine)
• Rules Task (Managed by Business Rules engine)
• Script Task (Used for running scripts)
• None Task (For just documentation and mapping purposes)
• Call Activity (To call another independent BPMN process – Process
chaining)
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Exclusive Conditional
Split
Exclusive conditional
split
Exclusive
Merge
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© 2010 Oracle Corporation – Proprietary and Confidential
XOR Data Gateway
• Exclusive conditional split. Represented by or
• One and only one of the paths can be taken based on
conditional evaluation of data on the branches.
• Used for showing multiple alternative paths.
• Good practice to specify a “catch all” default path.
Default Path
Alternative Path
chosen if the
condition based on
data becomes true
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Exclusive Merges
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Parallel Paths
Parallel join
Parallel forking
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© 2010 Oracle Corporation – Proprietary and Confidential
AND Gateway
• Parallel fork and join. Represented by
• All output paths are taken
• Parallel paths may be joined downstream by a corresponding Parallel
Gateway or may lead to separate end events
• Parallel Joins are used for merging unconditional parallel paths only
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Sales Quote Process
Parallel
Branching Join
XOR branching
Merge
Lane
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Inclusive Split
Inclusive
Inclusive Join
split.
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© 2010 Oracle Corporation – Proprietary and Confidential
Other Gateway types- OR Gateway
• Inclusive or “OR” Gateways are Decisions where there is more than
one possible outcome. Represented by
• They are usually followed by a corresponding merging Inclusive
(OR) Gateway
• Outgoing paths of an Inclusive Gateway can have a default path as
well
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Complex split
The following are possible scenarios
(1) Approve Quote is always executed
(2) Approve Terms is executed based on
conditional evaluation
Parallel join
Complex Split
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© 2010 Oracle Corporation – Proprietary and Confidential
Complex Gateway
• Complex Gateways are Decisions where there is more advanced
definitions of behavior can be defined
• Represented by
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Loops using XOR Gateway
While loop (Enter Quote Details
executed 1 or more times)
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example - Looping
Loop
Back
Loop
Back
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Embedded Sub-
process
Collapsed sub-
process
Expanded sub-process
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN – Embedded Sub-process
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Sub-process design
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Reusable sub-process
Quote to cash – Main Process
Call Activity .
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© 2010 Oracle Corporation – Proprietary and Confidential
Call Activity and Re-usable subprocess
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© 2010 Oracle Corporation – Proprietary and Confidential
Why are Reusable Sub-processes
important?
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN – Process Annotation
• Annotations
• Sticky notes (Arbitrary text)
• Can be associated with process or process
steps via Association Flows
• Are Artifacts and have no defined semantics
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© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Suite 11g & BPMN 2.0
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN & Oracle BPM Suite 11g
Business View
Human
BPEL BPMN Business Rules
Workflow
Unified Runtime
Repository
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN at Design-Time
• BPM Studio
• Business user friendly process modeling and simulation tool
• BPM Studio now supports BPMN 2.0.
• BPM Studio has 2 perspectives:
• (1) Business (2) IT
• IT perspective is used to overlay the implementation details on top of the
BPMN process models
• Both Business and IT use the same language and no translation is required
• Process Composer
• Process Composer is the new web-based BPMN tooling that lets
business users customize BPMN processes created in BPM
Studio
• If the business user changes are restricted to certain constraints,
they can deploy from Composer without engaging IT
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© 2010 Oracle Corporation – Proprietary and Confidential
BPMN at Run-time
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© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Studio IDE
BPMN
Palette
Log Tab
where Simulation Panel to
studio is create simulation Documentation Tab to enter
reporting models and process, activity, use cases and
errors execution on line Help
Variable Panel to
add/delete
Project/Process
Variables and
Business Indicators
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Projects Inside BPM Studio
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Studio – BPMN Palette
• Oracle BPM Studio provides a rich
set of activity semantics to implement
different activity patterns:
• Human Centric Activities: User,
Management, Group, FYI, Initiate, Complex
• Gateway Activities: XOR, OR, AND,
Complex
• Automated Activities: Service, Send,
Receive
• Sub-process Activities: Call Activity,
Embedded Sub-process
• Events: None, Message, Timer, Error,
Signal
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Studio - Process Consistency
Checking
• As a Business Analyst or Developer is modeling a business process, Oracle BPM Studio
will incrementally validate that the process is well- formed and constructed
• Any problems with the process structure will be reported in a visual fashion on the
business process diagram
• A problem description and way to remediate it will be provided when the visual icon is
selected.
The strictness of
validation can be
configured.
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© 2010 Oracle Corporation – Proprietary and Confidential
BPM Studio - Process Documentation
• As a Business Analyst or Developer is
modeling a business process, it will be
required to capture the description of each
process step in the form of documentation.
• Documentation will become online help for
the User activities exposed through the
Oracle BPM WorkSpace
• In addition to the process activity,
Business Analysts and Developers can
implement Use Cases providing a
mechanism for these 2 audiences to
communicate specific requirements
• Process Documentation can be localized
to different languages as project
languages are available
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Knowledge Check
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Knowledge Check
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Organizational Units
• Each Project can define different
Organizational Units
• Organizational Units are useful
when the project contains several
processes and these may spawn
multiple departments within an
Organization
• Organizational Units can be
defined in hierarchies to mimic
hierarchies in the Enterprise.
• Organizational Units are abstract
and can be mapped to 1 or more Hierarchical organizational unit called
Logistics with a sub-organizational unit
LDAP Groups and 3 other organizational units for
different departments in the organization
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Roles
• Roles are created to define areas of responsibilities for human
persons in an Organization
• Each Project using human centric activities will need to create a Role
and use it in the modeled processes
• There is no limit on the number of roles that can be created, but the
general practice is to think about responsibilities in the Organization
where the process is deployed
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Mapping BPM Roles to LDAP Users
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Holiday and Calendar Rules
• Each Project can have multiple Holiday and
Calendar Rules
• Holiday Rules are used to define non-
working days
• Calendar Rules are used to define Working
Hours for individuals in an Organization
• Calendar Rules can be assigned Holiday
Rules Calendar Rule with working hours and
timezone associated to it.
• Calendar Rules can be assigned to
Organizational Units to drive time constraints
for all the processes deployed to it
• Calendar Rules can be assigned to roles to
drive time constraints for given roles in the
process (more granular than assigning to Org
Units)
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Simulation
Objectives
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Simulation in the Context of Oracle BPM
• Oracle BPM Studio offers simulation capabilities so that a
Business Analyst or Developer can work with assumptions and
predict ahead of time behavior of the business processes to be
executed under different conditions
• Oracle BPM offers the ability to define multiple different models
for a given process so that different conditions can be analyzed
• Oracle BPM offers the ability to run multi-process simulation.
This is important since, from a resource contention perspective,
it is beneficial to know the impact on the people working in
multiple business processes
• Oracle BPM also offers round trip simulation capabilities where it
is possible to generate a process simulation model out of the
actual execution times of instances flowing through a given
process version
• Oracle’s simulatator is a discreet engine that can process events
in a serial fashion as they occur in time
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Simulation Model
• Defines how a process behaves as part of
a Project Simulation Model
• Allows multiple process simulation
models for each process allowing “What-
If” scenarios (this allows you to create
different simulations based on different
combinations of resource allocations and
activity behavior)
• A process simulation does not execute
the actual code of each activity within the Each process can have several
simulation models to simulate
process. However, by configuring different conditions in terms of
parameters within the Process and amount of instances, activity
Project Simulation Models, you can mimic processing times, routing
conditions, etc.
the behavior of your business process
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Simulation Model (cont)
• A Process Simulation Model can
configure the following settings for
a process:
• Process settings
• Amount and rate of instances
created in the process
• Activity Settings
• Average Execution Time and
distribution. 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 Each Simulation model will contain
an entry for each process activity to
• Cost Settings configure the settings for Duration,
• Cost for processing the activity and Resources, Cost, Queue Info and
cost of the activity + the cost of the Transitions
resource if it is an interactive human
centric step
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Project Simulation Models
• Defines the behavior of the simulation for the entire project. You can
associate multiple Process Simulation Models with a Project Simulation
Model.
• Multiple Project Simulation Models can be created for a process to create
different What-If Scenarios with different execution conditions.
• Customize the following parameters:
• Start time and duration of the simulation
• Process simulation models to include
• Participant resources
• Priority distribution of instances
Resources available
for all the processes
in the project that
participant in the
simulation
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Simulation Execution
• After the Simulation has been configured, it is possible to run it with and
without animation
• To start the Simulation, click on the icon to start the simulation of the
business processes based on the information contained in the different
selected business process simulation models
The simulation is
running with
animation and it is
possible to visually
check for bottlenecks,
amount of resources
used, etc.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Simulation Metrics
• While the simulation is running, it is possible to analyze different metrics.
The four main categories are:
• Time: Time related metrics (average, min and max wait time, average processing time, etc)
• Cost: Cost related metrics (total cost of running a simulation, break down by activities, etc)
• Units: Instance workload metrics (such as backlog of instances, how many have been
processed, etc)
• The metrics can be accessed through the toolbar entry
Selected metric or
indicator in a
graphical fashion
representing the
cost break down
per activity for the
Expense
Reimbursement
demo process
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Simulation Reports
• Once the simulation has completed, it is possible to export the metrics
into an HTML report
• The raw data and numbers can be exported in CSV format and imported
in other tools like Excel for further analysis and comparison with other
simulation executions
• To generate a Simulation Report, click on the “Generate Report” button
on the Simulation toolbar
Allows generating
different reports from
simulated business
processes
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Knowledge Check
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Studio – Zero Code IT Environment
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Unified Services Across BPM & SOA
BPM Composite
Model inside BPM
Studio
• Shared SOA Services - Oracle BPM 11g is based on a unified architecture and
shares the same set of Task Services, Decision (Rule-based) Services, Adapter
Services with the Oracle SOA 11g product
• Zero-Code IT Environment - BPM Studio is unified with JDeveloper and SOA tooling
providing IT users the same set of zero-code capabilities, including adapters, events,
transformations, rules, etc.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Service Task
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Service Task
• Service Task
• Refers to a System Invocation or
automated step
• BPMN assumes that the
underlying business function is
exposed as a Service and
Operation
• The invocation is synchronous in
nature and is completed upon
receipt of the response
• The input and output data of the
process step have to be mapped
to the Input Message and Output
Message of the Operation
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementing Service Task in Oracle
BPM Studio
• Browse for Services in the
Business Catalog
• Services in the Business Catalog
can be:
• BPEL processes
• Other BPMN processes
• Adapter Services
• External references
• BPEL Processes, Adapter
Services are created in the “SOA”
or “Applications Navigator” view.
They then become visible in the
Business Catalog in the “BPM
Navigator” view.
• Human Task and Business Rules
Services are specialized Services
and can only be linked to User
Task and Rules Task ,
respectively.
•
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Creating an Adapter Service and Linking
it to a BPMN Service Task
• Drag & Drop an
Adapter Service from
the Service
Component Palette
to the Composite
Diagram
• Follow the
configuration steps
in the Adapter
Service wizard
• The Adapter Service
now gets added to
the Business
Catalog/Services
folder
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of User Tasks
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN User Task
• Refers to a step that is managed by the workflow engine.
• Performer(s) – participants for the User Task. The associated Task
(work to be performed) is shown in the in-box of the assigned
performers when the User Task is triggered. The actual work is
performed only when the Performer executes on his Task.
• Representation (Forms) – data required for the work to be done.
Also referred to as User Interfaces. Can be a single HTML page or a
page flow
• Owner – person who can re-route or carry out the task in case of
escalation, exception kinds of scenarios
• Refers to BPEL4People for task implementation semantics. The
Task definition can either be in-line or executed as a Service outside
the core process execution engine
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
User Task Implementation in BPM Studio
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
User Task Implementation in BPM
Studio (Cont’d…)
• Task Service Wizard
• Pattern –User Task extensions based on
workflow patterns.
• User Task (Single Approver)
• Management Task (Sequential Management Chain)
• Voting Task (Parallel Voting Group)
• FYI Task( FYI pattern)
• Complex Task (Full-fledged task editor)
• Initiate Task (User Initiate Task)
• Title - header of the task when it is presented
to the performer in the worklist.
• Outcomes – possible set of results for the
Task. You can do conditional branching
based on the outcome
• Accept, Reject, Approve, Redo, etc
• Parameters –input/output data for the Task
Service
• Priority – Refers to the task priority.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Management Task
Management Task –
• Sequential list of approvers across the
Management Chain
• Assignees are calculated from the swim
lane Role
• The starting participant is the manager
of the Role and the number of
participants up the Management Chain
is determined by the attribute “No of
levels”
Group Task –
• Parallel approval pattern
• The assignees are all the people belonging
to the swim lane Role
• Task is completed when the Voted
Outcomes are in
• Task status is calculated based on the
evaluation of the Voted Outcomes
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
FYI Task
• FYI Assignee –
• Similar to the User Task, but meant for Notification purposes – no special
action required from he Performer (participant) besides acknowledging the
notification
• Assignee is the Role associated with the swim lane in to which the Task is
dropped.
• A notification is sent to all people belonging to the Role
• Initiator Task –
• Global Initiate Task
• Initiate the process from the Task Work list Form.
• This Task is always preceded by a Start Event of type “None”.
• The assignee is calculated from the Role associated with the swim lane.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Complex Task
• Custom Task -
• Full-fledged Task Editor
• The swim lanes in to which the Task is dropped have no bearing on the Assignees.
• The Task could have Task Flows (chaining of multiple Task steps), Notification,
Expiration and Escalation policies
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Complex Task (Cont’d….)
Expiration and Escalation Policies
Notification Policies
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Rule Tasks
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Rules Overview
• Key decisions and policy of the business
• Business Policies –Spending Policies, Approval Matrices
• Constraints –Valid configurations, regulatory requirements
• Computations –Discounts, Premiums, Scores
• Reasoning Capabilities –Offers based on customer value
• Benefits
• Rules are easier to change Agility
• Rules are more responsive Agility
• Rules are accessible Transparency
• Rules are consistently applied Transparency
• Examples
• Risk Determination – Loan, Insurance, Credit
• Automation of decision steps – Approval Rules
• Benefits Determination – Pensions, Unemployment
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle Business Rules Overview
use
Rules Designer Rules Composer
Business Human
BPEL BPMN Mediator
Rules Workflow
Unified SCA
Based Runtime
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Rule Task
• BPMN Rule Task
• References rules definition
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Rules Editor
Zero-code Business Friendly Editor
Leverage BPMN
Process Variables
in Rule Definitions
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Data Object
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Data Object (Variable) Naming
Conventions
• Meaningful and usually not abbreviated
• Hungarian Notation for readability
• Lowercase first character
• Variables are case sensitive
• Do not name Process-Level Data Objects the same name as an
Activity-Level Data Object
• Do not provide the same name for Data Objects and Data Inputs
/Data Outputs
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Object
Arguments or Variables have
Types and are represented by
XML Schema
• Scalar or native type: String,
Integer, Decimal, Boolean, Array
• Complex types: Business
Objects.
• Business Objects are complex
data types within BPM Studio
• The data types are stored
under the Business Catalog
folder
• You can browse external
schema definitions and create
Business Objects from it
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Scope of Arguments and Data Objects
Activity
Data Objects
InputSet OutputSet
Input Data
Output Data
mapping
mapping
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Data & Data Mapping inside BPM Studio
Data Objects Browser
Activity
Variables
Input
Mapping
Drag &
drop Data
Object Process
Data Inputs Variables
(Input Arguments)
Project
Data Outputs Variables
(Output Arguments)
Output
Mapping
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Project Data Objects
• Project Data Objects are global
variables accessible and visible by all
processes defined in a project
• Used for Business Indicators. These
need to be of scalar type only (String,
Boolean, Integer, Decimal)
• Can be defined to create specific
externalization of process information
accessible into client applications like
the WorkSpace
• Life span is associated to the process
Project Variables - Business Indicators defined
instance life span (while it is between as a Measure or Dimension or Counter
the Begin and End activities)
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Specifying Condition for Outgoing Paths for Conditional
Gateways
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Knowledge Check
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
BPM Workspace
Objectives
• WorkSpace Panels
• Task Panel
• Process Panel
• Dashboard Panel
• Workspace Administrative Panel
• Administrative Functions
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Workspace
Task management, process tracking &
performance dashboards
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
WorkSpace – Task Panel
Views
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
WorkSpace Task Panel
• The Task Panel will show
associated task items in an Email
In-box like format.
• There are pre-built Views to filter
the task items.
• The default view is “Me & Group”
and status set to “Assigned”. This
view shows pending work for
participants in a given role or
responsibility.
• Selecting a Task item will bring up
the associated user interfaces.
• The participant can also trigger
Actions from the Task Panel
without invoking the user interfaces.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Searching Task Items …
• The WorkSpace provides a very powerful search function to locate task
items filtered by predefined attributes and process specific ones
• The Searching can be enabled by clicking on the “Show Filters” link in
the Task Pane. The result will be shown in the Task Panel
• Task Items can be searched and narrowed by:
• Processes, Predefined and Process specific attributes, Task Items Status (in flight,
completed, aborted)
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Process Panel
Applications
tab is used
to globally
initiate
processes.
Clicking on a process
instance shows the status
and the Interactive Task
where it might be pending.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
WorkSpace Process Panel
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
WorkSpace – Standard Dashboard
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Administrative Tasks
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Administrative Functions
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Administrative Functions
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
More BPMN - Events
• BPMN Events - Something that happens (signals) during the
course of a process that affects the sequence or timings of the
activities of a process
• Can occur
• At the Start - Start Event
• At the End – End Event
• In the Middle – Intermediate Event
• Two Types
• Throw : Produced by the Process ( End Events & some
Intermediate Events fall under this category)
• Send Message
• Throw Exception
• Wait for x amount of time
• Catch : Consumed by the Process (Start Events & some
Intermediate Events fall under this category)
• Catch Exceptions (Timeout, Exceptions)
• Receive Message
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Start Event Types
• Start event:
• Listens to external signals and creates a new process
instance.
• Multiple Start Events can be used to trigger a process.
• Common Types of Start Events - markers used to
denote the different types of triggering mechanisms:
• None – Called from a Main process. Sub-processes
must always start with “None” Start Event.
• Message – Triggered by the arrival of a Message.
Message is a special type of data and is used to
show data exchanges in the context of process
interactions.
• Timer – Triggered based on some schedule. It can
be a fixed timestamp or a regularly occurring event.
• Signal – Triggered based on the arrival of a
subscribed signal via broadcast mechanisms. The
sender is unknown in this case and the Signal Start
Event listens on a well known topic.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Message Start Event
Arrival of
a
Message
triggers
the
process
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Multiple Start Events
The process is started by the arrival of the event via multiple channels
• Multiple start events (similar to BPEL Pick) can be used to trigger the
process.
• The first event that arrives triggers the process.
• Note : XOR Event Gateway is not needed for multiple start events in
11gR1. A subsequent patch will include support for XOR Event
Gateway in the beginning of the process in accordance with BPMN
specification.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Trigger Process Using Initiate Task
Initiate Task
• Initiate Task –
• Initiate Task is an Oracle extension to BPMN 2.0.
• It can be used to trigger the process from the Task Work list Form.
• This Task is always preceded by a Start Event of type “None”.
• The assignee is calculated from the Role associated with the swim lane.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
End Event Types
• End event:
• Signifies end of the process path and is generated by the
process upon completion
• Multiple End events are possible
• Process completes only when all Paths are completed
• Common Types of End Events
• None – Normal Completion. The control passes to the
subsequent step in the main process if a subprocess
completes normally
• Message – Sends a Message before Completion. This
Message can in turn trigger other processes.
• Signal – Broadcasts (publishes) signal before
Completion.
• Error – Throws Error Before Completion. The process
gets terminated and aborts other paths that might still
be in execution. Used as a way to trigger exceptions
from the subprocess to a main process.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Multiple End Events
Message End
Event
Another
Message
End Event
Combination of Gateways and multiple End Events. Only one of the Message End
Event is reached in this example.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Abrupt Process
Termination
• When an Error End Event is reached, the process or the sub-process terminates
even if all other parallel paths are still active.
• Useful for propagating errors from the sub-process to parent process.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Message Start Event
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Message End Event
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Timer & Signal
Events
• Timer Event
• The Timer Events are used for
scheduling the process
instantiation or for waiting for a
specific time period
• Two ways to specify time:
• Specific date time
• Scheduled, recurring time
period
• Signal Event
• The Signal Events are used for
publishing or subscribing to a
well known topic using broadcast
mechanisms
• Browse for Events specified in
the Business Catalog
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Error Event
• The Error Events catches or throws
Business and System Exceptions
• Define Business Exceptions
• Go to the Business Catalog, right-
click, select “New” option and choose
“Business Exception”
• This launches the Business
Exception wizard. Choose or create a
folder under Business Catalog
• By Default, the type of the Business
Exception is set to String
• You can edit the Business Exception
to change the type
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Error Event
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Process as a Service
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Process as a Service
Receive
Reply
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Exposing Process as a Service
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Process as Asynchronous Service
Message End
Event (Reply)
Message Start
Event (Receive)
Output Message
Input Message Payload
Payload
Reply Operation
Receive Operation
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Intermediate Events & Process
to Process Communication
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
More BPMN – Intermediate Events
• Intermediate Events occur in the middle of the process
• Some Intermediate Events are of type “Catch” and some of type “Throw”
• Throw symbols are shaded while Catch symbols are not
• The “Catch” Events wait or block for appropriate signals while the “Throw” events
proceed after throwing the signal
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Wait for a Specific
Time Period
catch Timer
Intermediate Event
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Process to Process Communication
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Asynchronous
Invocation using Send & Receive Tasks
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Asynchronous
Invocation using Message Events.
catch Message
throw Message Intermediate Event
Intermediate Event
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Asynchronous
Invocation
XOR Event
Gateway
• XOR Event Gateway is used for conditional branching based on alternative incoming
events (Message, Signal, Conditional-Rule, Timer) rather than data conditions. The first
Event to arrive/triggers win. Any Events that arrive later are ignored.
• It does not have conditional expressions on the outgoing sequence flows.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Exception and Event Handling
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Attached (Boundary) Events
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Boundary Events
Error Boundary Event Timer Boundary Event
(for catching exceptions) (for catching time out exceptions)
Exception Paths
The Error and Timer boundary events are triggered if the activity
to which they are attached is not yet completed.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Subprocess
Boundary Events
Exception Path
Boundary Error
Event attached to
sub-process.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Event Subprocess
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Advanced BPMN – Event Subprocess
• The Event Sub-Process is contained within a process or a
subprocess. It is not applicable to a Task.
• It is marked with a dotted line boundary and triggered by a Start Event.
• It does not have incoming or outgoing sequence flows.
• It can be collapsed or expanded. When collapsed, it has the marker of the
Start Event.
• Types of Start Events for Event Subprocess
• Message, Error, Timer, Signal
• The Start Events can be Interrupting or non-Interrupting type. The only
exception to this rule is Error Start Event. It is always of interrupting type.
• It has access to the data of its parent scope as a snapshot at the
point in time when its parent completed.
• Just like boundary events it listens for external signals but instead of
transferring outside of the activity it runs within the activity (process /
subprocess).
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Error Event
Subprocess
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Timer Event
Subprocess
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Message Event
Subprocess
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Events
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Send Task
• Refers to an asynchronous send.
• Send Task can either initiate the
conversation (asynchronous
request-response) or reply to a
conversation (receive-reply).
• Send Task as initiator:
• Choose the “initiate” option.
• Browse for an existing
Service or a Message End
Point in the Process from the
Business Catalog.
• Send Task as reply:
• Choose the “Continues”
option.
• It will show a list of “Receive
Tasks” in the same process.
• The Send Task has only input
arguments.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Receive Task
• Receive a message.
• Receive Task can either initiate the
conversation (receive-reply) or reply to
a conversation (request-response). It
can also initiate the process
• Receive Task as initiator:
• Choose the “initiate” option.
• You can either create a Service
interface on the fly (or)
• Browse for an existing Service or
Process from the Business
Catalog.
• Receive Task as reply:
• Choose the “Continues” option.
• It will show a list of “Send Tasks” in
the same process.
• The Receive Task has only output
arguments.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Loop & Multi-instance Markers
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Loops using Activity Markers
• Markers or icons can be added to Tasks or Sub-
processes to illustrate further semantic context
around Task behavior.
• Loop Marker
• Used to create a “For” loop.
• Implementation Attributes :
• Loop Condition (Expression)
• Loop Maximum (Integer)
• Loop condition evaluation time –
• Beginning ( while - 0 or more)
• End ( until - 1 0r more)
Looping
Subprocess
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Loops using Multi-Instance
Marker
• Multi-instance marker is a wrapper
for the Activity to execute the Parallel Multi-instance Sequential Multi-instance
subprocess subprocess
activity multiple times. It is used
when the same path in the
process needs to be executed
more than one time.
• Activities can be executed either:
• sequentially (instances are generated
sequentially)
• parallel (all instances are generated
first and executed in parallel).
• Number of instances depends on
either:
• Loop cardinality attribute
• Number of instances in the incoming
data (usually an Array).
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Example – Multi-instance scenario
Multi-instance
Marker
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Process Analytics
Agenda
• Process Metrics and Measurements
• Standard Metrics
• Process specific Metrics
• Defining Business Indicators
• Specifying Sampling Points
• Measurement Marks Explained
• Architecture Overview
• Process Cubes
• Cube and Process Analysis Schema
• Process, Activity and Measurement Mark Sampling
• Workload
• BPM Dashboards
• Standard Dashboards
• Custom Dashboards and Definition
• Integration with Oracle BAM
• Architecture
• Steps for using Oracle BAM
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Metrics and Measurements
Standard (Out-of-the-box) Metrics
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Metrics and Measurements
Process Specific Metrics
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Metrics and Measurements
Defining Business Indicators
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Metrics and Measurements
Specifying Sampling Points
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Metrics and Measurements
Measurement Marks Explained
Single Measurement
• To sample Business Indicators at a specific
point in the process
• Specified on the transition
• Samples list of Measures specified
Counter Mark
• Used to define counter on an activity
• Can sample the Counters specified in the
definition
Interval (Start and End)
• Provides an ability to define a logical activity
• Samples value at the end of the Interval
• Specified on the transitions
• Only captures the Measures specified in the
definition
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Analytics
Architecture Overview
Measurements Actions
BPMN
Engine
LEGEND
Audit Service Integrated
Cube Action Process BPM
Cubes Dashboards Existing:
New in BPM:
Audit BI
Persistence
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Cubes
Cube and Process Analysis Schema
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Cubes
Process, Activity and Measurement Sampling
Activity Values for all Measures at the end of an activity (if enabled)
Interval Value for specified Measures at the end of an Interval
Single Snapshot for specified Measures
Measurement
Counter Mark Snapshot for specified Counters
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Cubes
Workload
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Dashboards
Overview
• BPM Dashboards are ADF pages that are defined and accessed
from workspace
• BPM dashboards provide charts and drilldowns
• Drilldowns could be to another chart or to the final details
• BPM Dashboards use pre-computed data in process cubes
• Standard Dashboards aggregated by well known dimensions like
participants, activities
• Workload Dashboards
• Performance (Cycle-time) Dashboards
• Custom (User-defined) Dashboards
• Custom dashboards are created by defining graphs in the BPM
workspace and assembling those graphs to define a dashboard
• Custom graphs can utilize user-defined dimensions and measures
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Dashboards
Standard Dashboards
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Dashboards
Custom Dashboards
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Dashboards
Custom Dashboards – Definition
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Integration with Oracle BAM
Overview
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Integration with Oracle BAM
Steps to use Oracle BAM
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Integration with Oracle BAM
Example of Express Dashboard
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Analytics
Summary
• Analysis Capabilities
• Process cubes with pre-computed data
• Out-of-the-box dashboards on standard metrics
• Support to build custom dashboards to analyze process cubes
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
• Demonstration
• Architecture
• 11g Highlights
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Common Usage Patterns
Event-Driven and Real-time Systems
• Simple
• Publish/subscribe model
• Service Bus
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Activity Monitoring
Meaningful, Event-driven Intelligence for End-Users
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Real-Time End to End Process Visiblity
Monitor, Analyze & Act in Real-Time
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Monitor Quote to Order process in EBS. Provide
users with the “hockey stick” view.
• Data gathered throughout the quarter becomes
critical in the last couple of weeks for EOQ.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Finance users unaware that $2M worth of
invoices stuck in the process due to errors.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Several million dollars worth of pre-paid calling card
usage is unbilled due to failure in IT communications.
• Business owners use the BAM dashboard for revenue
tracking.
• BAM used to monitor interface communication across
ESB, Service Payment and billing systems.
handling
• Number of approvals. Rejections by Partner
Key • Timeouts above SLA threshold
Metrics • Incomplete transactions above SLA
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Activity Monitoring Customers
Selected Customer List
Finance/ Banking Public Sector Healthcare Telecom High Tech/ Mfg.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
223
Oracle BAM Solution
• Provides Development Organization with a set of web-based applications to:
• Capture real-time data from any database, message queue or application
• Construct data objects for analysis
• Define metrics, dashboards, alerts & automated actions
• Provides IT Operations with key integrations to:
• Deliver integrated end-to-end process monitoring & management
• Provide a single, multi-source BAM platform for integrating data & events
across all sources, Oracle and non-Oracle
BAM Architect
BAM Administrator & Oracle Enterprise Manager
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
The Oracle BAM Technical Advantage
• Real-time Active Data
• Applications don’t poll the server for updates
• Streams delta changes on continuous hierarchical queries: Active Data
• Updates are multiplexed over a single server connection for all open queries
• Updates in dimensions create ActiveData in all of the rows of linked fact tables: Active Lookups
• Scalability
• Supports thousands of events per second and hundreds of users on a 4x4 box
• Action Framework
• Business users can access web services integration for actions directly from their dashboards/alerts
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Real-Time Data Collection
ODI
BAM Adapter
Web Service
BPEL PM
Oracle E-Business
Enterprise Manager Real-time alerts
JMS 1.1 Oracle BAM
MS MQ
IBM MQ
JMS Bus
Tibco
Oracle AQ
Sonic
Data Sources
Oracle Real-time
JDBC dashboard/reports
Database
DB2
Sybase
SQL Server Call
File System WebService
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Demonstration
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Architecture
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BAM: Architected for Integration
Application Server WebApplications
Message
Queues
BAM Server EventEngine StartPage
Mobile Devices
BPM
Kernel Administrator
BAM Adapter ReportCache Internet
ViewSets ReportServer
WebServices
OESB ADF Pages with DVT
Web Services Snapshots &
DataSets
Change Lists
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Data Sourcing: Enterprise Integration
• JMS Connectivity
• JMS Queues & Topics
• Batching & Transactions
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BAM Visualization
• Active Studio
• Primary Dashboard & Alert Development
Application
• Thin-client, AJAX-based Web Application
• Built for the MSFT Office User
• IE Only
• Active Viewer
• Optional Application for Dashboard Access
• Thin-client, AJAX-based Web Application
• IE Only
• Dashboard URL
• Each Report Has a Unique URL
• Used to Access Dashboards Directly
• Used for Portal Embedding
• IE Only
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Optimization: Oracle BAM Actions
• Alerts
• Framework for Automated, Event-triggered Response
• E-mail
• Voice Notification
• Web Service Invocation
• Oracle Data Integrator Process
• Uses Oracle Notification Services Under the Covers
• Action Pages
• Point of interactivity between human initiated actions
and system actions
• Active Studio Defined UI Components for Use in Oracle
BAM Dashboards to Pass Data into Alerts and Web
Service Calls
• Action View-type or Actions as Report Properties
• Uses Oracle BAM Alerts Under the Covers
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Ready To Use Business Dashboards
Available in 11.1.1.2.0
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BAM 11gR1: Highlights
• Oracle BAM Java Edition
• Seamless Upgrade, Same Familiar UI
• Single Security Approach for All SOA Suite including BAM
• Multi platform
• Enterprise Message Sources
• Native JMS Topic/Queue Connectivity
• Oracle Data Integrator Knowledge Module
• SOA/BPM Infrastructure Integration with BAM Adapter
• Configurable and improved BPEL Sensors
• JDeveloper Integration
• ADF Integration with BAM Data Control
• Active Data Maps, Gant Charts, etc.
• WebCenter Integration
• Single SOA Management Infrastructure
• Enterprise Manager Integration for BAM
• Major Performance Improvements
• Client/Dashboards and Server
• Online Help
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Process Composer
Agenda
• Process Composer
• Demo
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM 11g R1 Architecture
BPMN 2.0,
Shared BPMN
BPEL
BPA
Model Web based customization
Rich End User Interaction
Business View
Workspace Process Portal MS Office
(WC spaces)
Process Composer
BPM Studio Human
(with Business and IT views) Business
Workflow
BPEL BPMN (+AMX, AG,
Mediator
Rules
Orgn)
B2B
Unified Runtime
Process Common JCA-based connectivity infrastructure Policy Manager
Analytics Optimized
binding
BAM
Proc Cubes Oracle Service Bus
EM console
+BPMN Screens
Repository
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Project
Lifecycle BPM Studio
methodologies BPA
• Top Down publish / read
• Start in BPA Suite or Composer deploy
• Implement in Studio
• Deploy from Studio or Composer
MDS
BPM
• Bottom Up Runtime
BPM Projects
/bpm
• Start in BPM Studio /Public Shares
/Templates
• Eventually deploy from Studio
• Publish to MDS
• Modify in Composer browse / customize
deploy
• Deploy from Composer
• BPM Template-based
• Create Project Template in Studio
• Implement and Deploy in Composer
• Customization
• Customize deployed project from BPM Composer
Composer (Business Rules etc.)
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Web Modeling Use Cases
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Project Overview
Template + Business
Executable Process
Catalog
Web Process Composer
Business User
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Template Lifecycle
Get Available
Templates
Process Composer
Publish
Projects
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Template Lifecycle
Process
Template
Application Developer Business Analyst
Executable
Applications
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Edit Permissions
There a three levels of permissions:
Process Level:
• Final: The process can not be edited
• Normal: The process can be edited
Flow Level:
• Final: The process flow can not be edited
• Normal: The process flow can be edited
Activity Level:
• Final: The activity implementation can not be changed
• Normal: The activity implementation can be changed
• Abstract: The activity implementation must be implemented
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Suite
Demo
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Business Rules
What are Business Rules?
Key Decisions and Policies of the Business
Examples:
• Business Policies: Spending Policies, Approval Matrices
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
What is Business Rules Technology?
Automating Business Rules
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
What is Declarative?
Declare Instead of Code
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
What is Inference?
(A B, B C) (A C)
Customer
Premium Offer 10%
Spends
Customer discount
$1,500
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Benefits of Rules Technology
Agility and Transparency
• Agility
• Rules are easier to change
• Rules allow more responsiveness
• Transparency
• Rules are accessible
• Rules are consistently applied
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
IT Benefits of Rules Technology
Even Without Business User Enablement
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Selecting High Value Rule Candidates
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Rules Use Cases
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle Business Rules (OBR)
Rules Dictionary
/** @Foo **/
method Foo(....)
Rules API
Decision
(JSR 94)
Service
A C {
XML Java Facts Java
BPEL & BPMN Facts
RETE Rules “ Engine” Application
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
OBR Components Overview
use
Rules Designer Rules Composer
Business Human
BPEL BPMN Mediator
Rules Workflow
Unified Runtime
Common JCA-based connectivity
infrastructure Policy Manager
Optimized
binding
Oracle Service Bus
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Rules in SOA Composite
Different Usage Scenarios
Stand-Alone
From Mediator
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Rules Features
Rules Editor Rules SDK Decision Service
Developer editor in JDeveloper Enable application-specific Metadata-driven decision
Business User editor, browser authoring services in Fabric
based Seamless XML integration Native support for Oracle Rules
If/then declarative Rule Supports JSR-94 Rule API standard engine
development Used by Human Workflow for task Seamless integration with BPEL
Decision Service wizard management and participant and BPMN
Decision Table Rule Interface – selection Service metadata in MDS
spreadsheet like interface Expose SDK as ADF Data Control* Integration with Mediator and
familiar to Business Analysts Workflow
Validate Decision Table for
correctness and analyze gaps
and overlaps
Rules Repository
Rules metadata in MDS
Rules Engine Leverage MDS security support
Fast, efficient Java Rules Engine for role-based Rule access
Seamless Java integration – call control*
Rules from Java and Java from Rule report and search support*
Rules Rule effective time support
Support fact aggregation to Rule change/audit history*
facilitate sum, min, max, etc.
operations in Rule If clauses
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Tight Integration with BPEL and BPMN
Create rule
dictionary from
within BPEL
Leverage BPEL
variables and
project schemas
Dictionary
completely setup
for writing rules –
i.e. facts created,
etc.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Simple to Write Rules
Simple to create
complex
conditions
Nested
conditions
Change from
“ and” to “ or”
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Decision Tables
If CurrentDate.date == During Sale and
CustomerOrder.vipStatus == Platinum or Silver and
CustomerOrder.totalAmount = low,med
Then Discount = 15 and status = APPROVED
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Effective Dates – Available for both
Ruleset and Rule Specify whether Rule Active
Overrides Effective Dates
Specify when StatusDetermination Rule is valid Date and Time based rules
Can select date and time range, only valid after Date comparisons
specific date or only valid before specific date Current Date
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Aggregates
Out-of-box aggregation
functions: count,
average, minimum,
maximum, sum,
collection
Custom aggregation
function
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Decision Function
Provides validations.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Rules Testing
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
OBR Integration with Mediator
Decision matrix
determines type of
Level-2 service
chosen for each
routing
Decision matrix
modified by
business analysts
without changing
routing
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
OBR Integration with Human Workflow
Inputs: workflow task
instance, previous
task outcome and
assignee who set
outcome
Output: Task action
indicates how task
should be routed, e.g.,
pushback, escalate,
etc.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Vacation Rules
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
User Rules and Group Rules
• Standard Task Attributes and Flex Fields for selection
• Reassign, Delegate, Set Outcome, Applicability Period
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
OBR Integration with BPM Process
Composer BPMN 2.0
Business Rule
Task
Integration
Modify
Business
Rules in
Process
Templates
Modify
Business
Rules of
deployed
Projects
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Rule-Driven Dynamic Processes
Level 2
Processes for
each phase
Business Rules
gistration Complete Engine and Repository
ceptance Pending
Pending
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
10.1.3 11g Upgrade Path
JDeveloper
or command-line 3. deploy
1. open 2. save
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle Differentiators
Oracle Feature Customer Benefit
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Demonstration
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
Human Workflow
Agenda
• Architecture
• Patterns
• Building Blocks
• Task Options
• Lab
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Architecture
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workflow Architecture
JDeveloper
BPEL/BPM
Task Metadata
Designer
Custom
App
Human
Workflow
WSDL
Interface Service Supervisor
Task
Application
Complete
Composite
Component Services
Service
Consumer • Task Management Service • Identity Service
(Non-BPEL) Task data, forms, Attachments Users, Roles
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Summary of Workflow Features
Task Assignment Task Routing
• Users • Declarative patterns
• Roles • Ad-hoc routing
• Groups • Document based routing
• Complex routing with business rules
Management Rules Notifications
• Escalation, Expiration • Declarative specification of:
• Delegation, Vacation rules • When – assigned, expired, …
• Work load balancing • Who – assignee, manager, …
• Email, Voice, Pager, SMS
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Identities, Application Roles, and
• HW-specific
Approval Groups • Static or dynamic collection
of users
• Data-driven list of approvers
BPM Suite Server
Application
Roles
LDAP,
Active Directory,
BPM OID,
Workspace OVD
etc…
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Identities, Application Roles, and
Approval Groups
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Identity Service
Human
Workflow LDAP
10.1.3
Service Active Directory
Identity
Service Jazn OID
XML
Custom
Human
Workflow OVD
Service Oracle LDAP
Platform
Identity
Service Security OID
11g Service
(OPSS) Active Directory
Custom
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Patterns
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© 2010 Oracle Corporation – Proprietary and Confidential
Patterns in Human Workflow
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© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM 11g
Best of Both Worlds
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© 2010 Oracle Corporation – Proprietary and Confidential
• Building Blocks
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© 2010 Oracle Corporation – Proprietary and Confidential
Stages and Participants
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Routing
• Tasks can be assigned to users, groups and roles
• Out-of-the-box patterns:
• Simple task assignment
• Sequential workflow / management chain
• Parallel workflow (review / voting)
• FYI (For Your Information)
• Mix-and-match patterns to build up workflow
• Static, XPath-based, Rules-based
• Adhoc workflow
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© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
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© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
Names and Expressions
Value-based
Rule-based
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© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
Management Chain
Get the
levels
right!
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© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
Approval Groups
JDeveloper
Worklist App,
BPM Workspace
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
• Rule-based
• Use Rules to generate list of participants
• Can pick any list builder
• Supervisory
• Walk up hierarchy provided by hierarchy
provider
• e.g., project manager • Must configure HCM
(Human Capital
• Job Level Management)
• Supervisory hierarchy with job level which
normally ties to spending limit
• Does not use LDAP
• Position
• Individuals belong to a position and a
position’s manager is another position
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Processes
• BPM role (i.e., swim lane) sets the assignees for
Human Tasks
• Exception: Complex workflow activity
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Processes
Complex
• Full-fledged task editor
• The swim lanes has no bearing on assignees
FYI
• For notification only
Group
• Parallel approval pattern
• Task is completed when the Voted Outcomes are in
Initiator
• Initiate the process from the Task Work list Form
Management
• Sequential list of approvers up the management chain
• Starting participant is the manager of the Role
User
• Individual user(s) or group(s)
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Task Options
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© 2010 Oracle Corporation – Proprietary and Confidential
Stakeholders
• Owner
• Super user for this specific task
• Can make changes, reassign, etc
• Specified on General tab
• Reviewers
• Review a task without changing the outcome
• Can add comments and attachments
• Specified from Assignment tab
• Error assignees
• Receive the task on error conditions
• e.g. misspelled assignee
• Specified from Assignment tab
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Stakeholders
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Expiration and Escalation Policy
Policy
When ?
• Policy Options: Never Expire, Expire After, Renew After, Escalate After
• Duration may be fixed or dynamic based on process data
• Clock time, relative to task initiation or assignment
• Escalation escalates up management chain based on hierarchy
• Manual (Worklist app, API) or automatic (based on task metadata)
• Can be overridden with a custom function
• Can also define custom escalation policies
• Number of levels up, highest level
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Notifications and Reminders
Who
When
What
Remind
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© 2010 Oracle Corporation – Proprietary and Confidential
Task Security
Role-based Visibility/Access and Digital Signatures
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© 2010 Oracle Corporation – Proprietary and Confidential
Lab 09 – Human Workflow
• Implement human workflow task with sophisticated
routing
• Routing based on variables pre-set by business rules
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© 2010 Oracle Corporation – Proprietary and Confidential
Post-Lab Discussion
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Stage 1 – Tier 3 approvers
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>
ADF Overview
Task Form Options
• Auto-generate
• Creates a single form and an ADF task flow for each activity
• Separate UI JDeveloper project for each form
• Auto-generate with customization
• Same as auto-generate, except –
• Layout and UI customization
• Build from scratch
• Build custom task forms from scratch
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Advantages Of Custom Task Forms
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© 2010 Oracle Corporation – Proprietary and Confidential
Application Development Framework
Key Components
• ADFv
• View layer – includes JSP with Struts, JSF, ADF Faces Rich Client
• Provides a rich client framework for displaying on browsers as well
as mobile devices
• ADFc
• The controller is an extension of the JSF navigation model
• Supports declarative transaction handling
• ADFm
• The model layer – represented by data controls
• Built on JSR-227
• ADFbc
• ADFdi
• Desktop integration with MS Office 2007
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Web UI Basics
Struts
•Controller Framework,
•Non-J2EE
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
ADF Architecture
JavaServer Faces Desktop Integration
Model
ADF Data Control Layer
Business
ADFbc Web Services POJO
Services
Data
Services
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
ADF Faces Overview
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© 2010 Oracle Corporation – Proprietary and Confidential
What ADF Faces Brings to JSF
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© 2010 Oracle Corporation – Proprietary and Confidential
ADF Faces Components
• Data Components
• Input Components
• Layout Components
• Navigational Components
• Output Components
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Benefits of ADF Business Components
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
The preceding is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential