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Oracle Training Materials Usage Agreement


Use of this Site (Site) or Materials constitutes agreement with the following terms and conditions: 1. Oracle Corporation (Oracle) is pleased to allow its business partner (Partner) to download and copy the information, documents, and the online training courses (collectively, Materials") found on this Site. The use of the Materials is restricted to the non-commercial, internal training of the Partners 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 noninfringement. 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 Partners use of the Materials. 5. Reference materials including but not limited to those identified in the Boot Camp manifest can not be redistributed in any format without Oracle written consent.
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Oracle BPM Suite 11g Implementation Boot Camp Student Manual

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Oracle BPM11g Foundation Boot Camp Agenda

Day 1
Duration Title
15 Welcome

45
30 75 45 15 90 30 45

Introduction to BPM Methodology


Product Overview Process Modeling with BPMN Sales Quote Demo Roles and Organization Lab: Modeling Simulation Lab: Simulation

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Day 2
Duration Title
90
45 120 45 60 45

Lab: Simulation (continued)


Process Implementation Lab: Implementation BPM Workspace Lab: Running the Process BPMN Advanced Concepts

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Day 3
Duration Title
30 155 Process Analytics and BAM Labs: Process Analytics and BAM

30
120

Process Composer
LAB: Process Composer

30
45

Business Rules
Lab: Business Rules

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Day 4
Duration Title
60
30 135 30 30 90 15

Lab: Business Rules (continued)


Human Workflow Lab: Human Workflow Human Workflow Post-Lab Discussion Workflow User Interface Lab: Workflow User Interface Wrap Up

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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

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Installation Options

Everything on your own machine


You must do your own configuration steps when you encounter the instructions in labs, also patches

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.

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Introduction to BPM Methodology

Agenda

Why BPM? BPM Overview Oracle BPM Framework


Overview Scope Wrap-Up

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Comprehensive Approach to BPM Success People, Methodology & Technology

Successful BPM
Corporate Competency development/evolution Analysis & modeling tools, Scalable compute H/W

Culture

Tools

Methodology
Planning Process & Roadmap to guide adoption Consistent approach to process engineering and management

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Closed-Loop BPM Lifecycle


Round-Trip Between Modeling, Execution, and Monitoring Phases

Process Dashboards

Business Owner

Interact, Monitor, Control

User

BPM User Interaction

Implement, Execute

Model, Simulate, Optimize

Process Modeling Tool


Business Analyst

IT

BPM Server

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What is The Oracle Business Process Management Method?

Oracle BPM Method

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

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Oracle BPM Methodology


BPM Life-cycle
Planning

Red, Pink: Business Activity


Pink: Optional Activity Green: IT Activity
Strategy

Closed-loop feedback
Manage , Monitor & Optimize Design

Integrates throughout the entire BPM lifecycle Caters to all BPM stakeholders (both business and IT) by sharing the process metadata that assists in bridging the communication gap

Governance
Test & Deploy

Continuous Process development


Implement Identify & Implement Service

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Oracle BPM Methodology Highlights Comprehensive and Adaptive


You can start here You can start here

You can start here

Continuous process development Closed-loop feedback

Adaptable to all BPM Maturity Levels Aligns BPM initiatives to business strategy Aligns BPM and SOA initiatives

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Oracle BPM Methodology Highlights

Alignment of Business and Technical Models

Oracle BPA Suite

Business Requirements, Strategy Maps, Functional Decomposition, Valueadded chain diagram (VACD)

End to End Process Flows

Detailed Process Flows (BPMN)

BPM Blueprints

BPM Implementation

Services, Data Models, User Interfaces, Rules, Dashboards

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Oracle BPM / SOA Suite

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

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BPM Capability Maturity Levels

Higher the Level the Better the Capabilities


STRATEGIC GOALS
Able to support business initiatives in a timely and cost-effective manner.

TACTICAL PLANS
OPTIMIZED
Refine and improve standards and processes Exploit new business opportunities enabled by BPM Establish key performance indicators and manage to those metrics Leverage BAM to improve business processes. Standardize approach and products Drive widespread adoption Establish governance Apply BPM to simpler problems Select business-driven projects amenable to BPM Build confidence with business owners Get experience building, deploying, and consuming processes

Processes and procedures quantitatively managed to drive business value. BPM concepts consistently applied facilitating sharing and reuse

- 5 -

MANAGED

- 4 -

SYSTEMATIC
Focused on simple quick win projects to demonstrate value

- 3 -

OPPORTUNISTIC
Experimenting with and learning BPM concepts

- 2 -

AD HOC
BPM not being pursued

- 1 -

Investigate applicability of BPM

NO BPM

- 0 -

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BPM Maturity Model

Maturity
Optimized
Ongoing analysis of business opportunities enabled by BP & services approach. Direct linkage process performance to key org performance measures. BPM tools map existing processes and links them to key services. Business analysts are modeling and deploying limited changes through the tools. Conceptual and modeled understanding of how work flows between systems. A target state, at the process level, has been developed. In development of overall conceptual business process models, selective modeling of BPs. Investigating tools and approaches for process modeling and execution Limited/no process understanding or deployment. Process changes require heavy code changes.

Adoption
Enterprise
Business process modeling across all lines of business within the enterprise.

Managed

Cross Divisional Division Level Program Level Project Level None

Business process modeling of business processes that span multiple divisions.

Systematic

Business process modeling of business process contained within a single division.

Opportunistic

Business process modeling applied across all projects within a program. BPM being applied to one or few isolated projects in a department Limited/no process understanding or deployment. Process changes require heavy code changes.

Ad Hoc No BPM

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Functional Model
Key Concepts

Functional Model

is a tool to break down ( decompose ) complexity into comprehensible and manageable parts and is depicted by a hierarchy

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


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Functional Decomposition

Enterprise Map Level 0 Value Chains Level 1

Sales & Marketing

End to end process Level 2

Quote to Cash

Detailed business flows Level 3

Order Processing

Process step - Level 4

Get Customer Information

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Functional Decomposition
Conceptual Models
Represents the enterprise and business area as a set of Functions. Plays a key role in strategic analysis and facilitates alignment of process optimization activities with strategic objectives.

Operational Models
Detailed Process Flows. Meant for execution

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Planning Phase
Purpose
Launch the BPM Project/Program Set up BPM Steering Committee Scope BPM Effort Secure formal approval from key stakeholders Business Objectives, Strategy, Goals and Drivers Existing BPM Assets High level business requirements Stakeholders and relevant Org charts Budget, timeline and other constraints

Inputs

Outputs
BPM Scoping Document BPM Repository Set-up

Key Roles
BPM Program Lead, Executive sponsors of BPM Program, Chief Business Analyst
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BPM Planning Steps


Existing BPM Assets

Steps
Step 1 : Establish BPM Steering Committee

Step 2 : Establish business context


High-level Business Requirements Business Objectives, Startegy, Goals, Business Drivers BPM Budget, timelines & constraints Set up BPM Steering Committee

Step 3 : Conduct BPM Maturity Assessment

Step 4 : Scope BPM Program


BPM Scoping Document

Step 5 : Secure Formal Approval for the launch of BPM Program

Stakeholders, relevant Org charts

Step 6 : Initial Set up

BPM Repository set up

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BPM Repository Set up


Set up Repository to Manage BPM Assets
BPM Repository Process Artifacts Application & Project Repository Requirements

Release Plan

Service Interface

Services Models

Project

Functional model and associated requirements

Business Objectives

Data Models
Process Models Operational Metrics

Application

Composite Applications and Projects

Data consumption and provisioning models

User Interfaces

Content

Process Dashboards

Deployment Models

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Strategy Phase
Purpose
Identification of BPM Process candidates (optional)

Two approaches
Strategic : Formal analysis to narrow down the BPM candidates Tactical : Informal approach to zeroing on BPM candidates

Inputs
Business Objectives, Strategy, Goals and Drivers High level business requirements, BPM Scoping Document BPM Repository

Outputs
BPM Process Candidates BPM Scoping Document (updated with finalized BPM Projects)

Key Roles
BPM Program Lead, Business Architects, Chief Business Analyst
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Identification of BPM Process Candidates


Strategic versus Tactical Approaches
Identify one or more business processes on which to base an effort around further analysis
Capability Models

Selecting BPM candidates

Strategic Maps, Goals, Objectives, Drivers

Design Phase Further Process Analysis to Determine BPM candidates


Update

Process Identification using Strategic Analysis & Capability Analysis

BPM Scope Document

Process Candidates Business Function Model

BPM Candidates

BPM Scope Document

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Design Phase
Purpose Design optimal to-be process models Discover as-is process models Identify improvement opportunities

Two approaches Start from As-Is Process model: Discover & design as-is process models; Analyze as-is process model to identify improvements and then design to-be process models. Design to-be Process model sans as-is process model: Skip the as-is process model and start with design of to-be process models

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Design Phase
Inputs, Outputs & Roles

Inputs
BPM Scoping Document BPM Repository

Outputs
As-is Process Models Process Requirements & Use cases Improvement Proposals To-be Process Models

Key Roles
Business Analyst / Process Designer /Process Developer Process Owner (Line of Business Owner) Business Users

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Design of To-Be Process Models


Approach B Start from As-is Process Models

Business Function Model

Requires Refinements
Process Requirements, Use cases Finalized Process Improvements

Process Discovery Capture of as-is process models

Implement Phase Analyze to-be process Models; Identify Improvements Needs


No

Analysis of as-is process models

Design to-be process models

Refinements

BPM Candidates

As-is process Models

To-be process models

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Process Discovery

Capture As-is Process Models

Business Function Model

BPM Candidates

Process Requirements, Use cases

As-is process Models

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Building Processes Models


Enterprise Map Process Flows

Value Chain

Process Step (Activity)

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Business Process Context


Comprehensive View
Objectives Initiating Events Submission of expense request All expenses paid within 21 days (within 3 months of launch) 80% of consultants to utilize system (within 6 months of launch) Goal

Business Rules
FX Conversion Expense Approval

Improve employee Satisfaction Shortened reimbursement cycle Reduced administrative costs

Roles Consultant Engagement Manager Manager Coordinator Finance Clerk Finance Supervisor*

8.1 Expense Reimbursement

Business Objects Receipts (physical) Expense Employee

* - Process Owner

Locations HQ San Jose, CA 12 Field Offices

Supporting Applications ProBusiness PeopleSoft Xerox Image Flow

Deliverable (Product/Service) Funds Reimbursed

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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
Quantitative Process Analysis
Mathematical (statistical) model Process throughput / performance / bottlenecks Activity based costing Resource utilization / constraints

OR
Process Improvement Proposals

The above two approaches are complementary and essential to optimizing core business processes
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Design the to-be Process Models

Process Requirements, Use cases

Process Improvements

As-is process Models (Optional)

Best practise Reference models

To-be process models

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Implement Phase
Purpose
Implement (and instrument) to-be Process Models Co-ordinate with IT to fulfil service & data requirements Design & Implement Rules, User Interfaces, Dashboards

Inputs
BPM Scoping Document & BPM Repository To-Be Process Models, Process Requirements & Use case document Services and Data Models (from IT)

Outputs
Completed & deployable business Process Completed & deployable process related artifacts (Rules, Dashboards, User Interfaces) Test cases & Test Framework

Key Roles
Business Analyst, Process Developer, Rules Designer, User Interfaces Designer Process Dashboard Designer
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Implement the IT Process Steps


Implement Business Process
C Identify & Implement Service
Drive Service & Data Requirements

Design & link business process to Services & Data. Perform Data Mapping with IT help Design & link business process to user interfaces

Publish new Service & Data models

Design & link business process to Rules


To-be process Requirements, Use cases Executable business process

Instrument the process to measure process metrics, KPIs

To-be Process Model

Implement HA & Scalability aspects

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Service Identification
Business Process Based Discovery
Business Process

Candidate Operations

Candidate Services

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Service Discovery & Identification


Service Landscape Process Requirements, To-be process Models Use cases SOA Candidate

Service Requirements

Service Reuse

SOA Candidates

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Test & Deploy


Functional testing of each business process

Process Collaboration testing

Process Usability testing

Business Requirements Validation

Process performance testing

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Marks of Hood BPM Governance


Policies (What)

Decisions (Who)

Processes (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.

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Implementing the Vision of BPM Governance

BPM Steering Board, BPM Practice Directors

BPM leaders

All BPM participants in the service lifecycle

Scoping

Definition

Adoption

Organization & Governance Planning Service


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

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Key Leverage Points for BPM Governance


Project kick-off People
Roles & Responsibilities Business Requirements Validation Ensuring BPM Funding & commitment BPM Project Approval Guidelines

Others
Management of risks Training Managing conflicts Enforce re-use of process Application components

BPM Competency center


Process Owners Central Process Repository, Security Policies Process Glossary, Terminology, Foldering Version & change Management Strategic BPM Platform Enforce Platform Decisions Enabling IT resources

Project Set up

DRIVEN BY EXECUTIVES

Process Approvals Quality review of processes Reference Architectures Architectural Standards Blueprints & Patterns

Process lifecycle

Process Measurement Guidelines End user feedback BPM Competency Measurement

Technology

Architecture

Measurement

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Concluding Remarks
Oracles 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

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Product Overview

BPM Suite 11g

Market Leading

Leading technology to enable greater business efficiency and agility

Simplified

Complete

All that you need to innovate today and scale from simple to complex processes

ONE unified design to simplify use and remove complexity

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Full Lifecycle Support


Rich and Easy-to-Use Tools for Every Persona
Enterprise Architects Define Business Architecture Business Analysts Model Processes

Developers Populate business catalog and implement details

LOB Owners Collaborate with Business Analysts and tailor-tofit processes

Team - Measure, analyze, improve, govern IT Operations Manage and Monitor

Business Users Collaborate and Innovate

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BPM Suite 11g Comprehensive Offering


Business Architecture

Process Modeling Spaces


Rich persona based UI Extreme collaboration Contextual insight Web 2.0 enabled BPM

BPA Suite
Enterprise modeling Methodology driven

Used Across Oracle Stack

Process Analytics
Business Driven Modeling
BAM, BI Business Indicators & Measures Process Cubes

Fusion Apps

BPM Studio
Business IT Collaboration Agile Development Unified IDE

BPM Runtime
Standards BPMN 2.0, BPEL, WSHuman Task Business Rules Dynamic Enterprise-grade Layered on SCA based SOA server

Web Center Suite

Process Composer
Web-based customization Deployment ready processes
Paper Forms Business Content Intelligence Management

UCM/IPM

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BPM 11g R1 architecture


BPM Layers on top of SOA Suite
Shared BPMN Model

BPA

Rich End User Interaction

Web based customization

BPMN 2.0, BPEL

Workspace

Process Spaces (WC spaces)

MS Office

BPM Studio
(Business & IT views)

Process Composer BPEL Process Core BPMN


Human Workflow (+AMX, AG, Orgn)

Business Rules

Mediator

B2B
Process Analytics

Unified Runtime
Common JCA-based connectivity infrastructure
Optimized binding

Repository
Policy Manager

BAM
Proc Cubes

Oracle Service Bus


EM console +BPMN Screens

New BPM Features

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BPM 11g R1 architecture


Integrated Inside
Feature BPM Studio Web apps BPM 11g implementation Comments
BPM Studio ported to JDeveloper. Integrated with SOA editors SCA composite, Task and rules editor 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 BPMN Service engine reuses a large portion of the BPEL process core. 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 All BPMN mgmt screens are part of Fusion Middleware control End to end monitoring via composite flow trace. Same deployment model as SOA. ODL loggers and DMS instrumentation All metadata is stored in MDS both for design time and runtime. Process lifecycle and sharing of drafts/templates between studio/composer done via MDS OPSS for user/role and policy lookup. Process specific roles auto provisioned as application roles during deployment SSO integration (WLS, OAM, WNA etc)

Unified Runtime with SOA

System management Metadata management

Security infrastructure

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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

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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 WSBPEL.

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BPMN 2.0 Highlights


Extends and addresses BPMN 1.1 Limitations
No interchange format in 1.1 2.0 provides visual model and accompanying interchange format. No explicit meta model in 1.1 2.0 provides semantic metamodel and accompanying interchange format. No choreography support 2.0 provides semantic for process interactions and public processes. Semantics of modeling constructs not well defined in 1.1. 2.0 provides refined and formalized BPMN execution semantics.

In addition, BPMN 2.0 addresses


Extensibility mechanism for both process model and graphical extensions XMI-based and XSD-based interchange formats. Refines event composition and correlation Data flow and association Covers human interactions

Does not cover


Organizational models, Data and Information models, Strategy and Rule Models.

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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

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Basic BPMN 2.0

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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

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BPMN by Example - Lanes


Lanes - Provide a visual means of categorizing process activities based on roles

Lane

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BPMN by Example Task Types


Service Task

System steps, Gateways and Events can go in to any Lanes

Rules Task

User Task

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Task Types
User Task Service Task Rules Task

Task
Atomic activity. Different types of tasks distinguished by different markers. 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)

Task Types are:

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BPMN by Example Exclusive Conditional Split

Exclusive conditional split

Exclusive Merge

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XOR Data Gateway


Exclusive conditional split. Represented by or One and only one of the paths can be taken based on conditional evaluation of data on the branches. Used for showing multiple alternative paths. Good practice to specify a catch all default path.

Default Path

Alternative Path chosen if the condition based on data becomes true

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BPMN by Example Exclusive Merges


Merge without XOR Gateway Merge with XOR Gateway

XOR Gateway is not a must for merging exclusive conditional flows.

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BPMN by Example Parallel Paths

Parallel forking

Parallel join

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AND Gateway
Parallel fork and join. Represented by All output paths are taken Parallel paths may be joined downstream by a corresponding Parallel Gateway or may lead to separate end events Parallel Joins are used for merging unconditional parallel paths only

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BPMN by Example Sales Quote Process

Service Task

Rules Task

Parallel Branching
XOR branching Merge Lane

Join

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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 split.

Inclusive Join

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Other Gateway types- OR Gateway


Inclusive or OR Gateways are Decisions where there is more than one possible outcome. Represented by They are usually followed by a corresponding merging Inclusive (OR) Gateway Outgoing paths of an Inclusive Gateway can have a default path as well

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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

Complex Split

Parallel join

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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).

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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.

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BPMN by Example - Looping

Loop Back Loop Back

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BPMN by Example Embedded Subprocess


Collapsed subprocess

Expanded sub-process

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BPMN Embedded Sub-process


Embedded sub-process denotes a compound activity (scope)
Similar to a BPEL scope It can have its 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 subprocess (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 .)

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BPMN by Example Sub-process design


Incorrect sub-process and exception handling

Correct sub-process and exception handling

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BPMN by Example Reusable sub-process


Quote to cash Main Process
Call Activity .

Quote Process Child Process

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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.

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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

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BPMN Process Annotation


Annotations Sticky notes (Arbitrary text) Can be associated with process or process steps via Association Flows Are Artifacts and have no defined semantics

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Oracle BPM Suite 11g & BPMN 2.0

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BPMN & Oracle BPM Suite 11g


BPA
Shared BPMN Model

Rich User Interactions & Monitoring Web based customization (BPMN Process Views) of BPMN processes

Business View

Process Portal BPM Studio (Model in BPMN 2.0)


Run natively on the BPMN 2.0 run-time engine

Process Composer

BPEL

BPMN

Human Workflow

Business Rules

Unified Runtime
Repository

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BPMN at Design-Time

BPM Studio
Business user friendly process modeling and simulation tool BPM Studio now supports BPMN 2.0. BPM Studio has 2 perspectives:
(1) Business (2) IT IT perspective is used to overlay the implementation details on top of the BPMN process models Both Business and IT use the same language and no translation is required

Process Composer
Process Composer is the new web-based BPMN tooling that lets business users customize BPMN processes created in BPM Studio If the business user changes are restricted to certain constraints, they can deploy from Composer without engaging IT

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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.

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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 studio is reporting errors Variable Panel to add/delete Project/Process Variables and Business Indicators

Simulation Panel to create simulation models and execution

Documentation Tab to enter process, activity, use cases and on line Help

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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

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BPM Studio BPMN Palette


Oracle BPM Studio provides a rich set of activity semantics to implement different activity patterns:
Human Centric Activities: User, Management, Group, FYI, Initiate, Complex Gateway Activities: XOR, OR, AND, Complex Automated Activities: Service, Send, Receive Sub-process Activities: Call Activity, Embedded Sub-process Events: None, Message, Timer, Error, Signal

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BPM Studio - Process Consistency Checking


As a Business Analyst or Developer is modeling a business process, Oracle BPM Studio will incrementally validate that the process is well- formed and constructed Any problems with the process structure will be reported in a visual fashion on the business process diagram A problem description and way to remediate it will be provided when the visual icon is selected.

The strictness of validation can be configured.

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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

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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?

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Knowledge Check
1. 2. 3. 4. Whats the difference between Exclusive and Inclusive Gateways? Draw the synchronization of two parallel paths What do Lanes generally represent? And what can they represent? How do Associations affect the main flow of a Process?

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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

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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 LDAP Groups

Hierarchical organizational unit called Logistics with a sub-organizational unit and 3 other organizational units for different departments in the organization

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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

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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

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Holiday and Calendar Rules


Each Project can have multiple Holiday and Calendar Rules Holiday Rules are used to define nonworking days Calendar Rules are used to define Working Hours for individuals in an Organization Calendar Rules can be assigned Holiday Calendar Rule with working hours and Rules 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)

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Simulation

Objectives
Simulation in the context of Oracle BPM Suite 11g Process Simulation Models (Scenarios) Project Simulation Models Configuration Execution Metrics Reports

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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 Oracles simulatator is a discreet engine that can process events in a serial fashion as they occur in time

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Process Simulation Model


Defines how a process behaves as part of a Project Simulation Model Allows multiple process simulation models for each process allowing WhatIf 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 process. However, by configuring parameters within the Process and Project Simulation Models, you can mimic the behavior of your business process

Each process can have several simulation models to simulate different conditions in terms of amount of instances, activity processing times, routing conditions, etc.

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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 Cost Settings Cost for processing the activity and cost of the activity + the cost of the resource if it is an interactive human centric step

Each Simulation model will contain an entry for each process activity to configure the settings for Duration, Resources, Cost, Queue Info and Transitions

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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

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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.

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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

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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

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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?

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Implementing Service, User and Rule Tasks

BPMN Semantics & Implementation within BPM Studio

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BPM Studio Zero Code IT Environment

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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.

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Implementation of Service Task

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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

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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.
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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

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Implementation of User Tasks

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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

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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)

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User Task Implementation in BPM Studio (Contd)


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.

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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

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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.

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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

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Complex Task (Contd.)


Expiration and Escalation Policies

Notification Policies

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Implementation of Rule Tasks

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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
Rules are easier to change Agility Rules are more responsive Agility Rules are accessible Transparency Rules are consistently applied Transparency

Benefits

Examples
Risk Determination Loan, Insurance, Credit Automation of decision steps Approval Rules Benefits Determination Pensions, Unemployment
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Oracle Business Rules Overview


Web based customization
browse, read

deploy

Rules Business Asset Catalog

commit

Rules Designer BPEL BPMN

use

Rules Composer
Human Workflow

Business Rules

Mediator

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

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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.

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Rules Editor
Zero-code Business Friendly Editor

Leverage BPMN Process Variables in Rule Definitions

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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 Record (Data Object) Output Set

Customer Id (Data Object) Customer Name (Data Object) Input Set

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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

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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

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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

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Scope of Arguments and Data Objects

Activity Data Objects

InputSet

OutputSet

Input Data mapping

Output Data mapping

Process Data Objects Project Data Objects


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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.

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Data & Data Mapping inside BPM Studio


Data Objects Browser Activity Variables Input Mapping Drag & drop Data Object

Data Inputs (Input Arguments)

Process Variables

Data Outputs (Output Arguments)

Project Variables Output Mapping

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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 instance life span (while it is between the Begin and End activities)

Project Variables - Business Indicators defined as a Measure or Dimension or Counter

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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.

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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?

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BPM Workspace

Objectives

WorkSpace Panels Task Panel Process Panel Dashboard Panel Workspace Administrative Panel Administrative Functions

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Oracle BPM Workspace Task management, process tracking & performance dashboards

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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.

Task Based Reports

Once the Task Item has been selected, it will show the associated User Interface (notes, attachments, etc) in this section

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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.

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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)

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Workspace Process Panel


Search supports various process views. Shows list of Process 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.

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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

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WorkSpace Standard Dashboard


Out of the box dashboards for process performance and task performance.

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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

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Workspace Administrative Functions

You can set the swim lane Role mapping to LDAP roles inside BPM Workspace without having to use BPM Studio

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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 .

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BPMN Advanced Concepts

More Start & End Events

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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
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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.

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BPMN by Example Message Start Event

Arrival of a Message triggers the process

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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.
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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.

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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.

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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.

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BPMN by Example Abrupt Process Termination

The process is terminated when Order Canceled event is reached even if the Order Parts or Assemble Product is still active.

Error End 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.

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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

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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

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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

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Implementation of Error Event


The Error Events catches or throws Business and System Exceptions Define Business Exceptions
Go to the Business Catalog, rightclick, 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

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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.

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BPMN Process as a Service

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BPMN by Example Process as a Service


Receive Reply

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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

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BPMN Process as Asynchronous Service


Message Start Event (Receive) Message End Event (Reply)

Initiator

Pick Initiator Node

Input Message Payload

Output Message Payload

Reply Operation Receive Operation

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BPMN Intermediate Events & Process to Process Communication

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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 requestresponse and receive-reply scenarios catch Signal Intermediate Event - Subscribes to a broadcasted Signal

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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.

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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 using the catch Error Boundary Event

Validate Quote - BPMN synchronous service

Fault thrown by the BPMN Synchronous process

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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.

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BPMN by Example Asynchronous Invocation using Message Events.


throw Message Intermediate Event catch Message Intermediate Event

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

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Exception and Event Handling

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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.

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BPMN by Example Boundary Events


Error Boundary Event (for catching exceptions) Timer Boundary Event (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.

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BPMN by Example Subprocess Boundary Events

Exception Path

Approve Quote - Embedded subprocess

Boundary Error Event attached to sub-process.

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Event Subprocess

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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).

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BPMN by Example Error Event Subprocess

Interrupting Error Event Sub-process

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BPMN by Example Timer Event Subprocess

Non-Interrupting Timer Event Sub-process

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BPMN by Example Message Event Subprocess

Non-Interrupting Message Event Sub-process

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Implementation of Events

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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.

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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.

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Loop & Multi-instance Markers

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BPMN Loops using Activity Markers


Markers or icons can be added to Tasks or Subprocesses 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

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BPMN Loops using Multi-Instance Marker


Multi-instance marker is a wrapper for the Activity to execute the 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:

Parallel Multi-instance subprocess

Sequential Multi-instance subprocess

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).


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BPMN Example Multi-instance scenario

Multi-instance Marker

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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

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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

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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

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Process Metrics and Measurements


Defining Business Indicators

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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

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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

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Process Analytics
Architecture Overview
Measurements Measurement Metadata Service Actions

BPEL BAM Sensor Action BAM Action BAM Adapter BAM Data Objects BAM Dashboards

BPMN Engine Audit Service Integrated BPM Dashboards

LEGEND
Existing:

Cube Action

Process Cubes

New in BPM:

Audit Persistence

BI

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Process Cubes
Cube and Process Analysis Schema

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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 Interval Single Measurement Counter Mark Values for all Measures at the end of an activity (if enabled) Value for specified Measures at the end of an Interval Snapshot for specified Measures Snapshot for specified Counters

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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.

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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

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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
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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

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BPM Dashboards
Custom Dashboards Definition

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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

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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 Configure BAM Adapter to point to BAM Server Enable BAM Action in EM (Disabled by default) Enable BAM Action for the Project (Disabled by default) Optionally specify BAM Adapter properties

2. Configure BPM Server for BAM Integration

3. Enable Project to populate BAM

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Integration with Oracle BAM


Example of Express Dashboard

Monitor Express Dashboards are shipped with the products and are based on standard Data Objects
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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

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Oracle BAM 11g

Agenda
Oracle BAM in BPM 11g Demonstration Architecture 11g Highlights

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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

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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

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Real-Time End to End Process Visiblity


Monitor, Analyze & Act in Real-Time
Proactively detect exceptions and spot common problems across Processes Dynamically adapt business process based on current conditions

BPM Model

Monitor KPIs and SLAs

Take corrective action to avert crisis using real time alerts.


Provides agility & transparency to the Business User
Optimize Business Model

Analyze and Identify trends

Act NOW

Publish Information from BPM process for Real-Time Monitoring with a single click
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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 Sources

Two Instances of Oracle E-business suite (BPEL used as an adapter to EBS)

Data Flow

EBS 11.0.3 is heavily customized so customer installed EBS 11.0.5 for additional requirements

User Profile End-to-end logical order process monitoring sourcing from multiple systems

Business owners IT operations

Key Metrics

Capture quarter end sales Order by status Accounts with cleared credits Accounts waiting on credit

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Finance users unaware that $2M worth of invoices stuck in the process due to errors.
Invoices and purchase orders tracked end-toend in a logical process Logical processes include BPEL orchestration of ERP, B2B and Database PeopleSoft Finance to BPEL to B2B to JPMorgan Chase payment system Exceptions from the common error handling framework are captured in the flow by BAM Sensors

Data Sources

Data Flow

User Profile Business Self Service/ Exception Handling Key Metrics

Finance Users IT Operations: Used during support calls Messages In/Out ( # stuck in logical queue) Error Trends (Error by date/ by type) SLA (exceeded, within, violation) Daily Summary (completed, pending, errors)

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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.

Data Sources

JMS for data from ESB, Service payment gateway Change Data Capture & OJMS for receiving usage/billing information

Data Flow

Reseller information received through Service Payment gateway. Information forwarded via EBS using JMS. Large throughput with 30,000 event updates per minute

Exception handling

User Profile Key Metrics

Business owners for revenue impact IT operations for resolution when interfaces are not performing to SLA

Number of approvals. Rejections by Partner Timeouts above SLA threshold Incomplete transactions above SLA

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Business Activity Monitoring Customers


Selected Customer List
Finance/ Banking Public Sector Healthcare Telecom High Tech/ Mfg.

Media / Energy

Travel/ Transport

Retail/ CPG

Other

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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 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

Provides IT Operations with key integrations to:


BAM Architect BAM Administrator & Oracle Enterprise Manager BAM Active Studio

BAM Active Viewer

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The Oracle BAM Technical Advantage


Real-time Active Data
Applications dont 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 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.

Event Driven Alerts

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

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Real-Time Data Collection


ODI BAM Adapter Web Service BPEL PM

Oracle E-Business
Enterprise Manager JMS 1.1 MS MQ IBM MQ Tibco

Real-time alerts

Oracle BAM

Oracle AQ

Data Sources

Sonic Oracle DB2 Sybase SQL Server

JMS Bus

Database

JDBC

Real-time dashboard/reports

File System
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Call WebService

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Demonstration

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Architecture

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Oracle BAM: Architected for Integration


Application Server
Message Queues WebApplications

BAM Server
Enterprise Integration Framework ActiveDataCache

EventEngine

Mobile Devices
StartPage ActiveViewer

BAM Dashboards

Actions & Escalations ActiveStudio Notification Services

CEP
JMS Connector API Kernel BAM Adapter

Architect Administrator

BPM
WebServices

ReportCache
ViewSets DataSets DataStorageEngine Snapshots & Change Lists Memory / Disk

Internet
ReportServer

OESB
Web Services

ADF Pages with DVT

Internet
ODI

ADF
BAM DataControl

BPEL

External Data Objects

BI

iCommand

Data & Metadata Import & Export

OLTP & Data Warehouses Databases

BAM Data & Metadata Oracle Database (Grid)

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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

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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

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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

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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

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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

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Process Composer

Agenda
Process Composer Demo

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BPM 11g R1 Architecture


BPA
Shared BPMN Model

BPMN 2.0, BPEL

Rich End User Interaction

Web based customization

Business View

Workspace

Process Portal (WC spaces)

MS Office

Process Composer BPM Studio (with Business and IT views) BPEL B2B BPMN
Human Workflow (+AMX, AG, Orgn)

Business Rules

Mediator

Unified Runtime
Process Analytics Common JCA-based connectivity infrastructure
Optimized binding

Policy Manager

BAM
Proc Cubes

Oracle Service Bus


EM console +BPMN Screens

Repository

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BPM Project
Lifecycle
Rich support for BPM modeling methodologies Top Down
Start in BPA Suite or Composer Implement in Studio Deploy from Studio or Composer
BPA publish / read

BPM Studio

Business View

deploy

Bottom Up
Start in BPM Studio Eventually deploy from Studio Publish to MDS Modify in Composer Deploy from Composer

BPM Runtime

MDS
BPM Projects /bpm /Public Shares /Templates

deploy

browse / customize

BPM Template-based
Create Project Template in Studio Implement and Deploy in Composer

Customization
Customize deployed project from Composer (Business Rules etc.)
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BPM Composer

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

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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 Catalog Executable Process Web Process Composer

Business User

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Template Lifecycle

Get Available Templates


Process Composer

Save Draft Projects


Business Analyst

Process Metadata Store (MDS)

Publish Projects

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Template Lifecycle
BPM Studio Process Composer

Process Template
Application Developer

Business Analyst

Executable Applications

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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

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Oracle BPM Suite

Demo

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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

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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

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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

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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 Spends $1,500

Premium Customer

Offer 10% discount

Enables powerful and modular declarative assertions


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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

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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

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Selecting High Value Rule Candidates

Volatility Which Rules are likely to change?


Ownership Who owns the Rules? Compliance What are the regulatory compliance requirements?

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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

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Oracle Business Rules (OBR)

Custom Authoring in applications

Rules Designer

Rules Composer Custom Authoring in Workspace

Rules SDK
Dictionary 1 Rule Set A If Then ... If Then ... If Then ... Rule Set B Dictionary 2

Rules Dictionary
A C

BPEL & BPMN

XML Java Facts Facts RETE Rules Engine

Rules API (JSR 94)

Decision Service

/** @Foo **/ method Foo(....) {

Java Application

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OBR Components Overview


Web based customization
browse, read

deploy

Rules Business Asset Catalog


use

commit

Rules Designer BPEL BPMN

Rules Composer
Human Workflow

Business Rules

Mediator

Common JCA-based connectivity infrastructure


Optimized binding

Unified Runtime
Policy Manager

Oracle Service Bus

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Business Rules in SOA Composite


Different Usage Scenarios

Stand-Alone

From Human Task

From BPEL and BPMN

From Mediator

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Business Rules Features


Rules Editor
Developer editor in JDeveloper Business User editor, browser based If/then declarative Rule development Decision Service wizard Decision Table Rule Interface spreadsheet like interface familiar to Business Analysts Validate Decision Table for correctness and analyze gaps and overlaps

Rules SDK
Enable application-specific authoring Seamless XML integration Supports JSR-94 Rule API standard Used by Human Workflow for task management and participant selection Expose SDK as ADF Data Control*

Decision Service
Metadata-driven decision services in Fabric Native support for Oracle Rules engine Seamless integration with BPEL and BPMN Service metadata in MDS Integration with Mediator and Workflow

Rules Repository
Rules Engine
Fast, efficient Java Rules Engine Seamless Java integration call Rules from Java and Java from Rules Support fact aggregation to facilitate sum, min, max, etc. operations in Rule If clauses Rules metadata in MDS Leverage MDS security support for role-based Rule access control* Rule report and search support* Rule effective time support Rule change/audit history*

* Denotes forward planning

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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.

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Simple to Write Rules


Simple mode for if-then rules authoring Simple to create complex conditions Nested conditions Change from and to or

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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

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Effective Dates Available for both Specify whether Rule Active Ruleset and Rule Overrides Effective Dates

Specify when StatusDetermination Rule is valid Can select date and time range, only valid after specific date or only valid before specific date

Date and Time based rules Date comparisons Current Date

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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

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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.

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Rules Testing

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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

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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.

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Vacation Rules
Users can specify vacations and vacation rules Work distribution algorithms account for vacations

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User Rules and Group Rules


Standard Task Attributes and Flex Fields for selection Reassign, Delegate, Set Outcome, Applicability Period

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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

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Business Rule-Driven Dynamic Processes

Rule-driven Processes
Phase 1 Phase 2 Phase 3 ..

Rule-driven data validation

Level 1 Process

Level 2 Processes for each phase

gistration

Complete Pending Pending

Business Rules Engine and Repository Dynamic Service Binding


Activity guide player (using human workflow)

ceptance

guide player manages ow it seamlessly s the user from the or one Level 2 to anotherand the case screens to sk status

Rule-driven Task management (routing, delegation, escalation)

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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

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Oracle Differentiators
Oracle Feature
1

Customer Benefit

Seamless integration with SOA and BPM Powerful SDK for building custom authoring applications Seamless integration with Java and XML Attractive pricing and packaging

Low Total Cost of Ownership Easier end user adoption Faster time to implementation Incrementally adopt business rules

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Demonstration

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Human Workflow

Agenda
Architecture Patterns Building Blocks Task Options Lab

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Architecture

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Workflow Architecture
JDeveloper

BPEL/BPM Designer

Task Metadata

Custom

WSDL Interface

Human Workflow Service

App

Supervisor Work Assignee Process Owner

Assign Tasks

Update Task

Task Complete

Worklist Application

Composite Component Services


Task Management Service Task data, forms, Attachments Worklist Service Task query, Reporting Java POJO / EJB Java API User Metadata Service Work queues Task Rules Service OBR Decision Service Identity Service Users, Roles Task Routing Service Assignment, Dispatching Notification Service Email, Wireless Evidence Store Service

Service Consumer (Non-BPEL)

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Summary of Workflow Features


Task Assignment
Users Roles Groups

Task Routing
Declarative patterns Ad-hoc routing Document based routing Complex routing with business rules

Management Rules
Escalation, Expiration Delegation, Vacation rules Work load balancing

Notifications
Declarative specification of: When assigned, expired, Who assignee, manager, Email, Voice, Pager, SMS

Worklist Application
Profile based assignee, supervisor, group owner, process owner Available as portlets Completely customizable Web Services and Java API

Reports, Audit Trails,


Productivity and distribution reports Complete history and audit trail

Task Forms
ADF based task forms Auto-generated, user defined Task Data controls MS Office integration

Identity Management
Roles and Org. Hierarchy Integrates with OID, LDAP, JAZN; custom plug-ins

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Identities, Application Roles, and Approval Groups


HW-specific
Static or dynamic collection of users Data-driven list of approvers

BPM Suite Server


Approval Groups Human Workflow Application Roles BPM Workspace
LDAP, Active Directory, OID, OVD etc

Corporate control Difficult or impossible to modify

Directory Store
Users, groups

FMW policy store


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

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Identities, Application Roles, and Approval Groups

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Identity Service
Human Workflow Service
Identity Service

LDAP Active Directory Jazn Custom

10.1.3
OID XML

Human Workflow Service

OVD
Oracle Platform Security Service (OPSS)

LDAP OID Active Directory Custom

11g

Identity Service

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Patterns

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Patterns in Human Workflow


Pattern 1
Approval Scenarios:

Pattern 2
Reviews by multiple users or groups

Pattern 3
Work Management

Manage documents and other transactional data through approval chains

Group collaboration and review of documents or proposals

Manage activities within a task. Multi-session interactions with different users Examples: Resolve Service request Call customer Provision Service

Examples: Approve Expenses Report Vacation Approval Quote Approval Hiring Approval

Examples: Review sales quote Review brochure to be published RFI process

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Oracle BPM 11g


Best of Both Worlds

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Building Blocks

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Stages and Participants

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Routing
Tasks can be assigned to users, groups and roles Out-of-the-box patterns:
Simple task assignment Sequential workflow / management chain Parallel workflow (review / voting) FYI (For Your Information)

Mix-and-match patterns to build up workflow


Static, XPath-based, Rules-based

Adhoc workflow

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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

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Participant Lists
Names and Expressions
Value-based

Rule-based

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Participant Lists
Management Chain

Get the levels right!

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Participant Lists
Approval Groups Manage approval groups from Worklist App or BPM Workspace
JDeveloper

Worklist App, BPM Workspace

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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 Management) Does not use LDAP

Job Level
Supervisory hierarchy with job level which normally ties to spending limit

Position
Individuals belong to a position and a positions manager is another position

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BPM Processes
BPM role (i.e., swim lane) sets the assignees for Human Tasks
Exception: Complex workflow activity

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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)
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Task Options

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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
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Stakeholders

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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

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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

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Task Security
Role-based Visibility/Access and Digital Signatures

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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

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Post-Lab Discussion

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Stage 1 Tier 3 approvers

Stage 2 Tier 2 approvers (Voting)

Stage 3 Tier 1 approvers

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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

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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

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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
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Web UI Basics
Struts
Controller Framework, Non-J2EE

JSP
View-only

ADF Faces
Rich components

JSF
Controller Framework J2EE High-level components Binding Managed beans

Data controls AJAX

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ADF Architecture
JavaServer Faces Desktop Integration

ADF Faces RC

DVT

Mobile

View Controller

ADFc Task Flow

JSF Controller

ADF UI Binding Layer

Model
ADF Data Control Layer

ADFbc

Web Services

POJO

Business Services Data Services

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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

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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

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ADF Faces Components

Data Components Input Components Layout Components Navigational Components Output Components

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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

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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 Oracles products remains at the sole discretion of Oracle.

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