Sie sind auf Seite 1von 316

Safe Harbor Statement

The following 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
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.

3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any


Materials. Materials are provided "as is" without warranty of any kind, either express or implied,
including without limitation warranties of merchantability, fitness for a particular purpose, and non-
infringement.

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.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

Oracle BPM Suite 11g Implementation


Boot Camp Student Manual
<Insert Picture Here>

Oracle BPM11g Foundation


Boot Camp Agenda
Day 1
Duration Title
15’ Welcome
45’ Introduction to BPM Methodology
30’ Product Overview
75’ Process Modeling with BPMN
45’ Sales Quote Demo
15’ Roles and Organization
90’ Lab: Modeling
30’ Simulation
45’ Lab: Simulation

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Hosted Environments
Oracle Partner Network Enablement Environment : OPNEE

• JDeveloper, SOA Suite 11g and BPM11g hosted on


OPNEE remote facility
• Assigned IP address
• Common host name
• Credentials provided for secure login
• All Oracle software will be run remotely
• Local software required:
• Internet browser
• VNC software

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Installation Options
• Everything on your own machine
• You must do your own configuration steps when you
encounter the instructions in labs, also patches

• JDev + vmware server


• single server configuration, run headless to save memory,
already configured, see readme for passwords
• DVD 1 + 2: there are 3 parts to vmware image.

• JDev + Amazon cloud EC2


• Instructor managed instance
• managed server, usually need only browser and jdev, already
configured but will want NXClient for configuration readme.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

Introduction to BPM Methodology


Agenda

• Why BPM?
• BPM Overview
• Oracle BPM Framework
• Overview
• Scope
• Wrap-Up

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
What is The Oracle Business Process
Management Method?

The Oracle BPM Method is a


customisable framework
containing detailed procedures
Oracle BPM Method for practical use of the Oracle
BPM solution to analyse,
design, deploy, monitor and
improve business processes.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Methodology
BPM Life-cycle
Planning

• Integrates throughout the


 Red, Pink: Business Activity
 Pink: Optional Activity entire BPM lifecycle
 Green: IT Activity • Caters to all BPM
Strategy stakeholders (both
business and IT) by
Closed-loop sharing the process
feedback
metadata that assists in
Manage ,
Monitor & Design bridging the communication
Optimize gap
Continuous
Process
Governance development
Identify &
Test & Implement Implement
Deploy Service

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

Adaptable to all BPM Maturity Levels


Aligns BPM initiatives to business strategy
Aligns BPM and SOA initiatives

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Methodology Highlights
Oracle BPA Suite
Alignment of Business and Technical Models

Business Requirements, Strategy Maps,


Functional Decomposition, Value-
added chain diagram (VACD)

Oracle BPM / SOA Suite


End to End Process Flows

Detailed Process Flows (BPMN) BPM Blueprints

BPM Implementation

Services, Data Models, User


Interfaces, Rules, Dashboards

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Methodology
Philosophy, Vision, Approach and Alignment

• Provide a full-lifecycle, lightweight, pragmatic and customizable


approach to business process management
• Provide guidance for organizational adoption of business
process management
• Basic concepts independent of specific products or notations
• Emphasize SOA-Enabled BPM adoption
• Ensure BPM Methodology best practices are supported by
Oracle products, whenever applicable
• Align BPM Methodology concepts with other enterprise
architecture initiatives within Oracle

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Capability Maturity Levels
Higher the Level – the Better the Capabilities

STRATEGIC GOALS TACTICAL PLANS


Able to support business initiatives Refine and improve standards and
in a timely and cost-effective manner. processes
OPTIMIZED Exploit new business opportunities

- 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

Focused on simple quick win - 3 - Apply BPM to simpler problems


projects to demonstrate value Select business-driven projects
OPPORTUNISTIC amenable to BPM

- 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 -

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Limited/no process understanding or deployment. Limited/no process understanding or deployment.


No BPM Process changes require heavy code changes. None Process changes require heavy code changes.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Functional Model
Key Concepts

is a tool to break down


(“ decompose” ) complexity into
Functional Model comprehensible and
manageable parts and is
depicted by a hierarchy

a.k.a. Function Chart, Functional Decomposition Diagram,


Process Decomposition Diagram
For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Functional Decomposition

Enterprise
Map –
Level 0 Sales &
Value Chains - Marketing
Level 1

Quote to Cash
End to end process – Level 2

Detailed business flows – Level 3 Order


Processing

Process step - Level 4 Get Customer


Information

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Planning
Steps Steps

Step 1 : Establish BPM Steering


Committee
Existing BPM Assets

Step 2 : Establish business context


High-level
Business Set up BPM
Requirements Steering Committee

Business Step 3 : Conduct BPM Maturity


Objectives, Assessment
Startegy, Goals,
Business Drivers
Step 4 : Scope BPM Program
BPM Budget,
BPM Scoping
timelines &
Document
constraints
Step 5 : Secure Formal Approval for the
launch of BPM Program

BPM Repository
Stakeholders, Step 6 : Initial Set up
relevant Org charts set up

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Repository Set up
Set up Repository to Manage BPM Assets
BPM Repository

Application & Requirements Process Artifacts


Project
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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

Strategic Maps, Capability Models


Goals, Objectives,
Drivers “Design
Phase”
Process Identification using Further Process Analysis to
Strategic Analysis & Capability Analysis Determine BPM candidates

Update

BPM
Scope Document BPM
Process BPM
Candidates Candidates Scope Document

Business
Function
Model

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Design of To-Be Process Models
Approach B – Start from As-is Process Models

Business Function “ Requires Refinements”


Finalized
Model Process Process
Requirements, Improvements
Use cases “Implement
Phase”
Process Discovery – Analyze to-be “ No”
Analysis
Capture of as-is Design to-be process
of as-is process
process process models Models; Identify
models
models Improvements Needs
Refinements

To-be process
BPM As-is process models
Candidates Models

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Discovery
Capture As-is Process Models

Business Function
Model

BPM
Candidates

Process As-is process


Requirements, Models
Use cases

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Building Processes Models
Enterprise Map Process Flows

Process Step (Activity)


Value Chain

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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)

Initiating Events Goal Business Rules


• Improve employee Satisfaction
• Submission of • Shortened reimbursement cycle • FX Conversion
expense request • Expense Approval
• Reduced administrative costs

Roles 8.1 Expense Reimbursement Business Objects


• Consultant • Receipts (physical)
• Engagement Manager • Expense
• Manager • Employee
• Coordinator
• Finance Clerk
• Finance Supervisor*

* - Process Owner

Locations Supporting Applications Deliverable (Product/Service)


• HQ – San Jose, CA • ProBusiness • Funds Reimbursed
• 12 Field Offices • PeopleSoft
• Xerox Image Flow

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Analysis of Process Models
Links Business Strategy to Business Processes

Qualitative Process Analysis


• Visual inspection and structural analysis of process.
• Standardization across processes
• Reduce process hand overs, data breaks, process
gaps
• Evaluate against process requirements
OR
OR
Process
Quantitative Process Analysis Improvement
• Mathematical (statistical) model Proposals
• Process throughput / performance / bottlenecks
• Activity based costing
• Resource utilization / constraints

The above two approaches are complementary and


essential to optimizing core business processes

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Design & link business process to


Rules

To-be process Requirements, Executable


Use cases business process
Instrument the process to measure
process metrics, KPIs
To-be Process
Model
Implement HA & Scalability aspects

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Service Identification
Business Process Based Discovery

Business Process

Candidate Operations

Candidate Services

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Service Discovery & Identification

Service Process Requirements, To-be process


Landscape Models
Use cases

SOA Candidate

Service Requirements

Service Reuse

SOA
Candidates

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Test & Deploy

Functional testing of each


business process

Process Collaboration
testing

Process Usability testing

Business Requirements
Validation

Process performance testing

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Marks of Hood BPM Governance

Policies
(What)

Decisions Processes
(Who) (How)

• Measurement of processes against customer needs


• Accountability responsibility and authority for making process improvement decisions.
• Transparency well-understood BPM goals, BPM roadmap, BPM Governance framework
• Communication Multiple Formal Communications Methods to Engage Business Leaders

In addition, BPM Governance addresses the manner in which the organization will achieve
competency and maturity in its BPM adoption.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementing the Vision of BPM
Governance

BPM Steering Board, BPM leaders All BPM participants


BPM Practice Directors in the service lifecycle

Scoping Definition Adoption

Organization & Governance Planning Service


• Aligned strategies • Organization & Roles • Tools
• Models • Standards • Templates
• Principles • Methodologies • Harvested assets
• KPIs • Champions • Leaders
• Pilots • Experience
• Targets • Metrics

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

BPM Competency center BPM Project Approval Training


Guidelines
Process Owners Managing conflicts

Central Process Repository, Enforce re-use of process


Project Security Policies Application components
Process life-
Set up
Process Glossary, DRIVEN BY
Terminology, Foldering
EXECUTIVES
Process Approvals cycle
Version & change
Management Quality review
of processes

Strategic BPM Platform Reference Architectures


Process Measurement
Enforce Platform Decisions Guidelines Architectural Standards

Enabling IT resources End user feedback Blueprints & Patterns

Technology BPM Competency


Measurement Architecture
Measurement

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Concluding Remarks
Oracle’s BPM Method Empowers Customers

• Main Goal: Help customers accelerate their BPM adoption


• Uses a pragmatic and incremental approach to BPM adoption
• Helps keep SOA adoption closer to business needs
• Methodology covers full BPM adoption lifecycle
• Addresses enterprise, project and application development scopes
• Covers governance – an essential component of successful BPM
• Helps in maturity assessment and adoption roadmap planning
• Adaptive strategy
• This methodology works with most existing s/w practices
• Modular knowledge components – facilitates easy customization

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

All that you need to


Simplified Complete innovate today and
scale from simple to
complex processes

ONE unified design to simplify


use and remove complexity

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

LOB Owners – Collaborate with


Business Analysts and tailor-to-
fit processes

Team - Measure, Business Users


analyze, improve, – Collaborate
govern and Innovate
IT Operations – Manage
and Monitor

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Workspace Process Spaces MS Office


BPMN 2.0, (WC spaces)
BPEL
BPM Studio Process Composer
(Business & IT views)
BPEL BPMN Human
Workflow Business
(+AMX, AG,
Mediator
Process Core Rules
Orgn)

B2B Unified Runtime Repository

Process Common JCA-based connectivity infrastructure Policy Manager


Analytics Optimized
binding
BAM
Proc Cubes Oracle Service Bus
EM console
New BPM Features +BPMN Screens

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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)

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

Process Modeling with BPMN


Objectives

• Understand basic BPMN concepts


• Get familiar with the Oracle BPM Studio IDE
• Understand Projects
• Understand how to create simple BPMN processes
• Understand how to create roles & organizations
• Process consistency

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN & Processes

• There are different levels of process modeling:


• Process Maps – simple flow charts of the activities
• Process Descriptions – flow charts extended with additional
information, but not enough to fully define actual Performance
(abstract process diagrams).
• Process Models – flow charts extended with enough
information so that the process can be analyzed, simulated,
and/or executed
• Process Collaborations – interaction of processes for fulfilling
a specific Business Function.

BPMN supports defining each of these levels

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Basic BPMN 2.0

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Activity Gateway Event

Sequence Flow BPMN connection object


A Sequence Flow is used to show the order that activities will be performed in a Process.

Start Event Activity Sequence Flows End Event

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example - Lanes
Lanes - Provide a visual
means of categorizing
process activities based
on roles

Lane

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Task Types

User Task Service Task Rules Task

• 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)

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Exclusive Conditional
Split

Exclusive conditional
split

Exclusive
Merge

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Exclusive Merges

Merge without XOR Gateway Merge with XOR Gateway

XOR Gateway is not a must for merging exclusive


conditional flows.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Parallel Paths

Parallel join
Parallel forking

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Sales Quote Process

Service Rules Task


Task

Parallel
Branching Join

XOR branching

Merge
Lane

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Inclusive Split

The following are possible scenarios


(1) Both Approve Quote and Approver
Terms are executed
(2) Only Approve Quote is executed
(3) Only Approve Terms is executed

Inclusive
Inclusive Join
split.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Chained split – The latter


splits are determined by the
evaluation of previous split.
M out of N sequence flows to arrive before the join is
complete (Voting pattern).

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Loops using XOR Gateway
While loop (Enter Quote Details
executed 1 or more times)

• Loops can be created using an XOR Gateway and by connecting


a Sequence Flow to a previous step (“upstream” object).
• Commonly used for checking conditions and performing redos.
• Synonymous to a while loop and executed 1 or more times.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example - Looping

Loop
Back

Loop
Back

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Embedded Sub-
process
Collapsed sub-
process

Expanded sub-process

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN – Embedded Sub-process

• Embedded sub-process denotes a compound activity (scope)


• Similar to a BPEL scope
• It can have it’s own Start and End Event but cannot have Lanes
• Sequential Flows cannot cross embedded sub-process boundaries
• It can be collapsed to hide details or expanded to show details.
• You can have embedded sub-process inside another embedded sub-
process (Nesting can be many levels deep)
• Usage
• Used for simplified representation of Processes
• Embedded sub-process is also used to set the scope of event handling
(More on this later …….)

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Sub-process design

Incorrect sub-process and exception handling

Correct sub-process and exception handling

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN by Example – Reusable sub-process
Quote to cash – Main Process

Call Activity .

Quote Process – Child Process

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Call Activity and Re-usable subprocess

• Call Activity is used to call a another BPMN process.


• It is drawn with a thick boundary.
• Call Activity represents the calling element and the child process
is the called element.
• The called element is the Re-usable subprocess or child process.
• When invoking a Re-usable subprocess, it is necessary to pass
instance context from the calling process to called element and
vice-versa.
• When the Re-usable subprocess completes, control is returned
to the calling process.
• Double-clicking a Call Activity should display the called process.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Why are Reusable Sub-processes
important?

• Provide better process modularization and encapsulation


• Provide better reusability
• Provide a better readable process flow
• They provide a way to better adopt TOP-DOWN implementation
strategies
• Promotes multi-ownership of different parts of the process
• Used to enforce compliance
• Promote best practices
• Easy enforcement of access privileges
• Defines Event-handling scope

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Suite 11g & BPMN 2.0

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN & Oracle BPM Suite 11g

Rich User Interactions & Monitoring Web based customization


BPA (BPMN Process Views) of BPMN processes
Shared BPMN
Model

Business View

Process Portal Process Composer


BPM Studio Run natively on the
(Model in BPMN 2.0)
BPMN 2.0 run-time
engine

Human
BPEL BPMN Business Rules
Workflow

Unified Runtime
Repository

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN at Run-time

• BPMN Run-time Engine


• The Oracle BPM Suite 11g has a native BPMN 2.0 run-time
engine
• Business processes modeled and implemented in BPM Studio
can be run natively on the BPMN run-time engine
• BPMN-based Monitoring
• Enterprise Manager for BPM – EM allows for rich end-to-end
tracking and monitoring of BPMN processes, including
exception management
• Process Modeling Spaces - Process Spaces is a collaborative
workspace built on top of Web Center Spaces and enables
more productive BPM by leveraging collaboration. Includes
BPMN view based process dashboards.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM Studio IDE

BPMN
Palette

Main Canvas for editing processes, BPM Objects, BPM


Object Presentations, Participant/Role/Group
Definitions, etc.

Project Navigator where


multiple projects can be
opened and managed
concurrently. Each project
can be expanded to see
different project assets

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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Projects Inside BPM Studio

• Each Project will have several assets


like Processes, Organization
Resources, Simulation Models,
Business Catalog, etc.
• Business Catalog holds the different
types of Services (System, BPEL
processes, Task Services, Rule
Services) as well as Business Objects
(Data))
• Each Project can have many
Processes
• Right-click on the different Project
subfolders to trigger different actions

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

1. How many processes can be created in a project?


2. How many Begin and End activities can be added to a
process?
3. Can User Tasks be placed in an Automatic Handler Role?
4. Can more than one unconditional transition can be defined
going out of an activity?
5. Sub-processes are important for modularization and
reusability. True or False?
6. Sub-process calls automatically inherit all the instance
variables of the invoker process. True or False
7. What is the difference between a Task and a Embedded
Sub-Process?
8. What are the main restrictions for Sequence Flow?

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Knowledge Check

1. What’s the difference between Exclusive and Inclusive Gateways?


2. Draw the synchronization of two parallel paths
3. What do Lanes generally represent? And what can they represent?
4. How do Associations affect the main flow of a Process?

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

Organization & Roles


Oracle Studio Project Organization
• In addition to having a Processes folder, each project also has an
Organization folder that is used to define the:
• Organizational Units to create department hierarchies and help segregate process
deployment
• Roles (Abstract) to be used in the process
• Participants to sandbox test the process
• Holiday and Calendar Rules to embed declarative time sensitive constraints
• The Project Organization created in Oracle BPM Studio is used to
sandbox test the project in the Oracle BPM Studio runtime
environment. Except for the first time, it IS NOT copied and moved
over when a project is deployed to the BPM run-time environment.

Different type of assets that can be created


in the Project Organization node

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

A set of abstract roles to be used in the business processes

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

• Roles are abstract and help


define and mimic
responsibilities of an
individual in the Enterprise
• Roles need to be mapped
to Participants

Mapping between BPM Roles & 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

• Simulation in the context of Oracle BPM Suite 11g


• Process Simulation Models (Scenarios)
• Project Simulation Models
• Configuration
• Execution
• Metrics
• Reports

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

1. A process can have a single Process Simulation Model.


True or False?
2. How many Process Simulation Models can be defined for a
single process?
3. A Project can have a single Project Simulation Model. True
or False?
4. A Project simulation model can specify the usage of 2
different Process Models for a process. True or False?
5. The Project Simulation Execution can be played only with
animation. True or False?
6. It is not possible to generate a Simulation Report once the
Simulation execution has finished. True or False?

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

Implementing Service, User


and Rule Tasks
BPMN Semantics & Implementation
within BPM Studio

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

• Performer(s) – get automatically set to the


swim lane role
• The Task is executed by a workflow or
Task Engine (outside the process
execution engine) and is exposed as a
Task Service
• You can either look-up (task services get
added to the Business Catalog) or create a
new Task Service
• Multiple User Tasks can share the same
Task Service
• You can override certain parameters of
the Task Service in the User Task
- Title, Priority
• Pattern - User Task extensions based on
supported workflow patterns by the Oracle
Task Engine. (More on this in the next
slide)

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

Web based customization


browse, read

deploy Rules Business commit


Asset Catalog

use
Rules Designer Rules Composer

Business Human
BPEL BPMN Mediator
Rules Workflow

Unified SCA
Based Runtime

• Extract business rules from processes and procedural logic


• Express business rules declaratively and execute in an
inference-capable, business rules engine
• User Interfaces les business users define business rules

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

• Oracle BPM Studio

• You can link Rule Definitions to a Rule


Task in one of the 2 ways. Go to
Implementation Tab:
• Browse (…) a Rule Definition from
the Business Catalog.
• Create (+) a Rule Definition by
invoking the Rules Editor. The
Rule Definition is automatically
added to the Business Catalog.

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>

Data & Data Mapping


Data Input and Data Output
• Data Input (Input argument) refers to the information required to start
the Activity (Task, Sub-process) or Process. Collection of Data
Inputs is referred to as InputSet.
• Data Output (Output argument) refers to the data that is output from
the Activity or Process. Collection of Data Outputs is referred to as
OutputSet.
• The Start Event has only OutputSet. The End Event has only
InputSet.
• The OutputSet of the Start Event and the InputSet of the End Event
determine the arguments of the Process.

• Customer Id Customer Record


(Data Object) (Data Object)
• Customer Name
• (Data Object) Output Set
Input Set

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Data Object

• Data Objects represent Variables


• Data Objects can be either:
• Process Level (Process Variables) – Visible
throughout the process and persisted
through the life time of the process instance
• Activity Level (Local Variables) – Visible
within a particular scope of the process and
lifetime of the Data Object is limited to the
lifetime of the scope
• Project Level (BPM Project Variables) –
Visible across processes in a particular BPM
Project

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

Process Data Objects

Project Data Objects


For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Data Association
• Data Associations represent data mapping.
• BPMN designates XPath and XSLT as defaults for representing Data
Associations.
• Data Association is used to map Data Objects (Variables) to Data
Inputs and Outputs (Arguments).
• Data Associations can be defined for all the activities of a Process.

Every Activity has a data mapping section in the Implementation


Tab inside Oracle BPM Studio.

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

• Setting up data conditions on conditional sequential flows


• You can either use a simple business-friendly notation or
use XPATH expressions to specify the conditions.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Knowledge Check

1. How many Data Objects of type String can be created?


2. Can Data Objects be mapped to Input Set of End Event?
3. Is it possible to use a Activity Data Object defined within Activity1
across Activity2?
4. Can I define a Project Variable to be used as a Business
Indicator with a complex object type ?
5. Can I have a process with empty Input Set and Output Set?
6. What are the 3 types of Data Objects?

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

Default search view

Views

This the main panel to show


task items for participants.
Instances in this panel will be
filtered by the selected view in
the “ View” drop down.

Once the Task Item has been selected,


it will show the associated User
Task Based Interface (notes, attachments, etc) in
Reports this section

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

Search supports Shows list of Process


various process views. instances that the participant
is associated with.

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

• The WorkSpace Process Panel is


used to expose Global Creation and
Global Initiator tasks to authorized
Participants
• When clicking on the link for any
entry in the Applications Panel, you
trigger the execution of the task
implementation associated to the
Global activity
• Shows a list of process instances and
their status.
The connected Participants has
access to many Global activities
he/she can execute

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
WorkSpace – Standard Dashboard

Out of the box


dashboards for process
performance and task
performance.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Administrative Tasks

Process Administrator or Process


Owner can see all the task items of
the Process and act on them or
reassign the task to others

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Administrative Functions

You can set the swim lane Role


mapping to LDAP roles inside BPM
Workspace without having to use
BPM Studio

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Workspace – Administrative Functions

You can also set the Holiday and


Calendar Rules as well as Approval
Groups inside BPM Workspace
without having to use BPM Studio .

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

BPMN Advanced Concepts


More Start & End Events

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

The process is terminated when “ Order


Canceled” event is reached even if the “ Order Error End
Parts” or “ Assemble Product” is still active. Event

• 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

• Message Start Event:


• Conversation is automatically set
to Initiates
• You can either create a Service
interface on the fly (or)
• Browse for an existing Service
from the Business Catalog
• Choose asynchronous or
synchronous operation
• Define the Payload
• Name the Operation

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Implementation of Message End Event

• Message End Event:


• Conversation is automatically
set to Continues
• It will show a list of “Message
Endpoints” that can send
messages
• You need to select the
Process and the Node (end
point) that is initiating this
conversation

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

• Go to the “Implementation” tab of


the End Event and choose the
desired Business Exception (or)
• You can select “Catch All
Business Exceptions”.
• You can also browse the list of
System Exceptions and select
the System Faults.

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

• To expose the Process as a Service, use Message


Start Event and Message End Event
• The Process then becomes a Service Provider and
can be invoked via a Service interface by other BPMN
or BPEL processes
• The Message Start Event and corresponding
Message End Event transforms into end points
(Operations)
• The Event Sub-process (in-line fault handlers) are
used for handling faults

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)

Initiator Pick Initiator Node

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

• Throw Intermediate Events


• throw Message Intermediate Event – Send a Message to message to another
participant (or process). Used for request-response and receive-reply scenarios
• throw Signal Intermediate Event – Publish or broadcast a signal

• Catch Intermediate Events


• catch Timer Intermediate Event – Acts as a delay mechanism. Based on a
specific time date or time cycle
• catch Message Intermediate Event – Receives Message. Used for request-
response and receive-reply scenarios
• catch Signal Intermediate Event - Subscribes to a broadcasted 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

• The “catch” events that occur in the middle of the process


blocks or waits for the events to occur.
• The execution is stalled and does not proceed until the event
arrives.
• Timer Intermediate Event is of “Catch” type only. There is no
equivalent “Throw” type for Timer Intermediate Event.
• The Timer Events use the system clock for scheduling.

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPMN Process to Process Communication

Service Task is used for invoking another


BPMN process exposed as a synchronous
service

Process Quote step is a Service Task that


is invoking “ Validate Quote” synchronous
BPMN process

Remote Fault thrown by the BPMN


Synchronous process invocation is caught Validate Quote - BPMN synchronous service
using the catch Error Boundary Event

Fault thrown by the BPMN


Synchronous process

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

• Send and Receive Tasks are used for


asynchronous communication.
• Send Task sends a “Message” and Receive Task
“receives” a Message.
• Send Task in the middle of the process is the same
as the Message Intermediate Event of “throw” type.
• Receive Task at the beginning of the process is the
same as the Message Start Event.
• Note : You cannot use Send and Receive Tasks for
asynchronous communication between 2 BPMN
processes in BPM 11gR1. You will have to use
throw Message Intermediate Event and catch
Message 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 using Message Events.
catch Message
throw Message Intermediate Event
Intermediate Event

• A throw Message Intermediate Event (send) followed by catch


Message Intermediate Event (receive) is asynchronous request-
response scenario.
• A catch Message Intermediate Event (receive) followed by throw
Message Intermediate Event (send) is receive-reply scenario.

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

The customer can either accept or


reject quote and the sequence of
activities are different in these cases.
You can also include a catch
Intermediate Timer Event to handle
time out exceptions

• 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

• Intermediate Events can be attached to an activity or sub-process


boundary
• They are of type “Catch” and referred to as Boundary or Attached
Events
• They have only 1 outgoing sequence flow that leads to Event Handling
path
• Useful for Exception and Interruption Handling
• Types
• attached Error Event – Catches error thrown by the activity or sub-process. Errors
have unique identifiers. There can be multiple attached Error events for catching the
various types of errors being thrown by the activity or sub-process.
• attached Timer Event - Catches time-out exceptions (specialized type of error)
thrown by the activity or sub-process.
• attached Message Event – Catches “Message” sent by another participant or
process.

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

Error Handling activity

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

Approve Quote - Embedded subprocess

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

Interrupting Error Event Sub-process

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

Non-Interrupting Timer Event Sub-process

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

Non-Interrupting Message Event Sub-process

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

• Cycle-time for completed activities


• Cycle-time for completed processes
• Number of active instances per activity,
process & participant
• Average and median time for active activities
and processes

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

• A special type of project data objects called Business Indicators


are used to define process specific metrics
• Business Indicators are of three types:
• Dimension
• Specifies how process analytic data may be sliced
• Must have a finite set of values. In cases where it is not, such as
for numbers, a set of ranges must be specified
• Example: Region
• Measure
• Numerical data that typically signify a value that is interesting in
process analytics
• Example: Sales Total
• Counter
• A type of measure used for number of occurrences
• Example: Number of Deals Counter

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

• Configurable Default Sampling


Points
• Process and activity lifecycle
events are available by default
for measurements
• Measurement at these points is
controlled by specifying override
behavior at various levels -
Project, Process and Activity
• Default is to generate Sampling
for all User Tasks
• Explicitly Defined Sampling
Points
• Measurement Marks

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

Measurement BPEL BAM


Metadata Sensor Action
Service BAM BAM BAM
Adapter Data Dashboards
BAM Action
Objects

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

• Sampling information is captured when execution of corresponding


artifact is completed
• Process Sampling information is stored in
BPM_CUBE_PROCESSPERFORMANCE table
• Activity and Measurement Sampling information is stored in
BPM_CUBE_TASKPERFORMANCE table
• For all the artifacts, in addition to Standard metrics, values for all the
Dimensions are captured
• Table summarizes the how Measures are captured:

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

• Workload information is stored in


BPM_CUBE_WORKLOAD table
• Workload Calculations
• Considers all active instances
• Provides aggregations for Total Quantity, Average Time,
Median Time
• Information is sliced for all the Dimensions
• EM Configurations:
• CubeUpdateFrequency : Determines how often to compute.
Default value is 5 minutes
• CubeInstanceExpiration: Determines the retention for the
workload records. Default is 48 hours.

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

• Example of a process workload dashboard with drilldown to


workload by activity. Lower section shows actual instances
based on the selection in these charts
• Standard Dashboards are available from BPM Workspace

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
BPM Dashboards
Custom Dashboards

• User can define new graphs that


utilize business indicators
• Supports various ADF graph types
• Graphs assembled to create a new
dashboards
• Custom Dashboards are available
from BPM Workspace

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

• Integration utilizes BAM Adapter


• Utilizes same measurement
capabilities (Business Indicator
definition, Sampling, etc)
• Integration artifacts are available
out-of-the-box as part of BAM
11gR1(PS1):
• Data Objects for Component,
Interval, Counter
• Monitor Express Reports based
on pre-installed Data Objects
• Custom Dashboard Capabilities:
• Users need to create Business
Indicator specific data objects
• Data population is controlled using
measurement specification
• Both BPM and BPEL use same
Data Objects and Reports

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

1. Get BAM Server Ready


• Import Standard Data Objects and Reports
• Create Custom Data Objects and Reports
2. Configure BPM Server for BAM Integration
• Configure BAM Adapter to point to BAM Server
• Enable BAM Action in EM (Disabled by default)
3. Enable Project to populate BAM
• Enable BAM Action for the Project (Disabled by default)
• Optionally specify BAM Adapter properties

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

• Monitor Express Dashboards are shipped with the products and


are based on standard Data Objects

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Process Analytics
Summary

• Process Measurement Capabilities


• Defining metrics (In addition to standard ones)
• Specifying sampling points

• 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

• Integrations with Oracle BAM


• Out-of-the-box “Monitor Express” reports
• Support to build reports based on process specific metrics

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
<Insert Picture Here>

Oracle BAM 11g


Agenda

• Oracle BAM in BPM 11g <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

• Event Processing for Visibility


• Event-driven, real-time Dashboards and Alerts
• Business Activity Monitoring (BAM)

• Complex Event Processing for Decisions


• Automated, algorithmic decision making
• Event Stream/Complex Event Processors

• Event Processing Networks


• Distributed event processing across multiple nodes
• Distributed event networks/ event caches

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

• Monitor business processes & services in real-time


• Key Performance Indicators (KPIs)
• Service-Level Agreements (SLAs)

• Analyze events as they occur


• Correlate events & KPIs
• Identify trends as they emerge
• Alert users to bottlenecks & solutions

• Act on current conditions


• Event-driven alerts
• Real-time dashboards
• BPEL processes & web services integration

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

• Proactively detect exceptions and spot


“common” problems across Processes BPM Model
Monitor KPIs and
SLAs

• Dynamically adapt business process


based on current conditions

• Take corrective action to avert crisis using


real time alerts.
Analyze and
Optimize Identify trends
Business Model
• Provides agility & transparency to the
Business User
Act NOW

Publish Information from BPM process for Real-Time


Monitoring with a single click

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.

Data • Two Instances of Oracle E-business suite


(BPEL used as an adapter to EBS)
Sources

• EBS 11.0.3 is heavily customized so


Data customer installed EBS 11.0.5 for
Flow additional requirements

User • Business owners


Profile • IT operations
End-to-end logical order
process monitoring
• Capture quarter end sales
sourcing from multiple Key • Order by status
Metrics • Accounts with cleared credits
systems • Accounts waiting on credit

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.

• Invoices and purchase orders tracked end-to-


Data end in a logical process
Sources • Logical processes include BPEL orchestration
of ERP, B2B and Database

• PeopleSoft Finance to BPEL to B2B to


JPMorgan Chase payment system
Data Flow • Exceptions from the common error handling
framework are captured in the flow by BAM
Sensors

User • Finance Users


Profile • IT Operations: Used during support calls

• Messages In/Out ( # stuck in logical queue)


Business Self Key • Error Trends (Error by date/ by type)
Metrics • SLA (exceeded, within, violation)
Service/ Exception • Daily Summary (completed, pending, errors)
Handling

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.

• JMS for data from ESB, Service payment


Data gateway
Sources • Change Data Capture & OJMS for receiving
usage/billing information

• Reseller information received through


Data Service Payment gateway. Information
forwarded via EBS using JMS.
Flow • Large throughput with 30,000 event updates
per minute

User • Business owners for revenue impact


Profile • IT operations for resolution when interfaces
Exception are not performing to SLA

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.

Media / Energy Travel/ Transport Retail/ CPG Other

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

BAM Active Studio

BAM Active Viewer

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

• Business User Oriented


• Dashboards and alerts without writing a single line of code
• Web-based AJAX application, with no downloads or installs

• Event Driven Alerts


• Immediate evaluation when thresholds are crossed, without running periodic queries.
• Alerts on non-events, for example alerts can detect sequences like: event A happened, and then event B
happened, but event C did not happen within 10 minutes.

• Action Framework
• Business users can access web services integration for actions directly from their dashboards/alerts

• Seamless Wireless Recovery


• Automatic recovery from losing internet connectivity, without reloading the dashboard and without losing any
messages

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

Enterprise BAM Dashboards


Integration ActiveViewer
Framework ActiveDataCache Actions & Escalations
CEP ActiveStudio
Notification Services
JMS Connector
API Architect

BPM
Kernel Administrator
BAM Adapter ReportCache Internet
ViewSets ReportServer
WebServices
OESB ADF Pages with DVT
Web Services Snapshots &
DataSets
Change Lists

Internet DataStorageEngine Memory / Disk ADF


ODI
BPEL BAM DataControl

External Data Objects


iCommand
BI

Data & Metadata


Import & Export

OLTP & BAM Data &


Data Warehouses Metadata

Databases Oracle Database


(Grid)

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

• Enterprise Link/ Oracle Data Integrator


• Insert, Update, & Delete
• Change Data Capture
• Advanced Version Management

• Web Services API


• WSIL & Dynamic WSDLs

• JCA BAM Adapter


• BPEL-BAM Sensors
• Monitor Express
• SOA 11g: BPEL Partner Links
• BPM 11g

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

• Oracle Application Development


Framework (ADF)
• BAM Data Control is a New Feature in ADF
11gR1 Patchset 1 (preview feature in 11gR1)
• Enables push-based connection with the BAM
Active Data Cache
• Visualization is through DVT components on an
ADF defined .jspx page

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

• Web Service Invocation


• Significantly enhanced in 11g
• UI provided in Active Studio for Defining Web Services
as an Alert Action

• 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

Operational Efficiency Dashboards


• High Usage Processes
• Most time consuming Processes
• Faults in the last 8 hrs

Process Owner Dashboards


• Key Performance Indicators
• Most expensive activities
• Important counters

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

• Rich support for BPM modeling Business View

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

• Process Customization (Composition)


• HCM use case: Human Capital Management On boarding
Process

• In-Flight Changes, in R1 just for Business Rules

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Project Overview

The main objective of Process Composer is to provide tools and runtime


infrastructure to allow business users to compose executable BPMN
processes based on templates making use of reusable services.

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

Save Draft Process


Projects Metadata Store
(MDS)
Business Analyst

Publish
Projects

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Template Lifecycle

BPM Studio Process Composer

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

• Constraints: Valid Configurations, Regulatory Requirements

• Computations: Discounts, Premiums, Scores

• Reasoning Capabilities: Offers based on customer value

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

Includes the following functionality:


• Extract business rules from processes and procedural logic

• Express business rules declaratively

• Execute in an inference-capable business rules engine

• Let business users edit 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

If a Customer is a Premium customer, offer them 10% discount

If a Customer is a Gold customer, offer them 5% discount

• Statements are declared without any control flow


• Control flow is determined by rules engine
• Easier to maintain than procedural code
• Relates well to business user drivers

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)

If a Customer is a Premium customer, offer them 10% discount

If a Customer is a Gold customer, offer them 5% discount

If a Customer spends > 1000, make them Premium customer

Customer
Premium Offer 10%
Spends
Customer discount
$1,500

• Enables powerful and modular declarative assertions

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

• Cost Savings - Gartner estimates a savings of 5 percent to 40


percent of the IT budget for application and infrastructure change
using rule technologies

• Legacy Preservation - Extracting the rules enables organizations to


reduce some of the complexity in their legacy source systems

• Compliance - Certify rules for compliance consistency

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Selecting High Value Rule Candidates

• Volatility – Which Rules are likely to change?

• Ownership – Who owns the Rules?

• Compliance – What are the regulatory compliance


requirements?

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Business Rules Use Cases

• Risk Determination - Loan, Insurance, Credit


• Automation of decision steps – Approval Rules
• Product Configuration
• Benefits Determination – Pensions, Unemployment
• Assignment – Leads, Opportunities
• Order Decomposition
• Customer Privacy
• Sarbanes-Oxley

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle Business Rules (OBR)

Rules Designer Rules Composer


Custom Authoring in Custom Authoring in
applications
Workspace
Rules SDK
Dictionary 1
Rule Set A
If … Then ...
If … Then ...
If … Then ...
Rule Set B
Dictionary 2

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

Web based customization


browse, read

deploy Rules Business commit


Asset Catalog

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 Human Task

From BPEL and BPMN

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

* Denotes forward planning

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 mode for


if-then rules
authoring

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

List of Values or Ranges

Set of Values or Ranges to compare with

Resolve overlap between R1 and


R3 by overriding R3 with R1

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

Example: If an Order has


more than 5 items with
price > 1000, require
manual approval

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

Simplifies exposing rules to


be invoked as Decision
Service or otherwise

Sequence rulesets and


decision functions
declaratively

Asserts inputs and returns


outputs

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

By creating Rules component, rule


dictionary pre-initialized with
following data
Fact model: corresponds to
input of phase activity, and
data model required for
contract between Mediator
& Rules components.
Default Ruleset & New
decision table

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

• Users can specify vacations and vacation rules


• Work distribution algorithms account for vacations

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

Rule-driven data validation


Rule-driven Processes

Level 1 Phase 1 Phase 2 Phase 3 ..


Process

Level 2
Processes for
each phase

Business Rules
gistration Complete Engine and Repository
ceptance Pending

Pending

Activity guide player


guide player manages
ow – it seamlessly
s the user from the
or one Level 2
(using human workflow)
Dynamic Service Binding Rule-driven Task management
to anotherand
the case screens to
sk status
(routing, delegation, escalation)

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

Completely transparent and automated project upgrade:


Simply open your project in JDeveloper and re-deploy!

JDeveloper
or command-line 3. deploy

1. open 2. save

11g SOA Suite


Server

10.1.3 BPEL project or Rule Dictionary 11g composite project

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

1 Seamless integration with Low Total Cost of


SOA and BPM Ownership
Powerful SDK for building Easier end user adoption
2 custom authoring Faster time to
applications implementation
Seamless integration with Incrementally adopt
Java and XML business rules
3
Attractive pricing and
packaging
4

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

Assign Work Assignee


Update
Tasks
Task
Worklist Process Owner

Task
Application
Complete
Composite

Component Services
Service
Consumer • Task Management Service • Identity Service
(Non-BPEL) Task data, forms, Attachments Users, Roles

• Worklist Service • Task Routing Service


Task query, Reporting Assignment, Dispatching

• User Metadata Service • Notification Service


Java Work queues Email, Wireless
POJO / EJB
• Task Rules Service • Evidence Store
OBR Decision Service Service
Java
API

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

Worklist Application Reports, Audit Trails, …


• Profile based – assignee, • Productivity and distribution
supervisor, group owner, reports
process owner • Complete history and audit
• Available as portlets trail
• Completely customizable
• Web Services and Java API

Task Forms Identity Management


• ADF based task forms • Roles and Org. Hierarchy
• Auto-generated, user defined • Integrates with OID, LDAP,
• Task Data controls JAZN; custom plug-ins
• MS Office integration

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

Approval • Corporate control


Groups • Difficult or impossible to
modify
Human Directory
Workflow Store
Users, groups

Application
Roles
LDAP,
Active Directory,
BPM OID,
Workspace OVD
etc…

• FMW policy store


• Used by various FMW components
• Project-related roles outside of corporate
directory store

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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Patterns in Human Workflow

Pattern 1 Pattern 2 Pattern 3


Approval Scenarios: Reviews by multiple Work Management
users or groups

Manage documents and Group collaboration and Manage activities within


other transactional data review of documents or a task. Multi-session
through approval chains proposals interactions with
different users

Examples: Examples: Examples:


• Approve Expenses • Review sales quote • Resolve Service
Report • Review brochure to be request
• Vacation Approval published • Call customer
• Quote Approval • RFI process • Provision Service
• Hiring Approval

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Oracle BPM 11g
Best of Both Worlds

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
• Building Blocks

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Stages and Participants

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists

• For each assignment, specify the participants:


• Names and Expressions
• Management Chain
• Approval Groups
• Rule-based
• Job Level
• Position
• Supervisory

• Can be static (value-based), Xpath-based, or rule-based

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
Names and Expressions

Value-based

Rule-based

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
Management Chain

Get the
levels
right!

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Participant Lists
Approval Groups

• Manage approval groups from Worklist App or BPM


Workspace

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

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

• Notifications sent over users preferred channel – email, voice,


fax, SMS, Instant Message
• Email messages may be made actionable – include links to
generate appropriate replies
• Can include response, attachments and comments from email

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
Task Security
Role-based Visibility/Access and Digital Signatures

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Bug in this build where


BPM process instance does
not complete

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

Stage 2 – Tier 2 approvers (Voting) Stage 3 – Tier 1 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

• Flexibility in bundling UI projects


• Multiple task forms can be part of a single ADF application
• Design complex UI
• E.g. drag-and-drop
• Leverage page templates
• Create complex task flows
• Use ADFBC for interacting with a database

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

JSP ADF Faces


View-only •Rich components
JSF •Data controls
•Controller Framework •AJAX
•J2EE
•High-level components
•Binding
•Managed beans

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

ADF Faces RC DVT Mobile View

ADFc Task Flow JSF Controller


Controller

ADF UI Binding Layer

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

• Evolution of ADF UIX


• Built on top of JSF APIs
• Deployable on any compliant implementation of JSF
• Complements what is missing in JSF 1.1
• Has a rich set of components
• Supports customization
• Direct support for working with databases

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 2010 Oracle Corporation – Proprietary and Confidential
What ADF Faces Brings to JSF

• Much larger component set


• Over 100 components
• Far more advanced and interesting components (e.g.
shuttle, tree navigation)
• Partial-page rendering
• Rich feature set for customizing applications
• Uses the same EL as ADF model
• Accessibility and internationalization support across the
board
• Framework features such as dialog framework

For Oracle employees and authorized partners only. Do not distribute to third parties.
© 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

• ADF Business Components increase productivity


• Reusable components
• Reentrant, wizard-driven creation of objects
• Simple O/R mapping
• They provide application logic infrastructure
• Ready-to-use data functions
• No need to hand-code standard data access routines
• You only code exceptions to standard behavior

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

Das könnte Ihnen auch gefallen