Professional Documents
Culture Documents
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
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Day 1
Duration Title
15 Welcome
45
30 75 45 15 90 30 45
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Day 2
Duration Title
90
45 120 45 60 45
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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
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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
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Agenda
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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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Process Dashboards
Business Owner
User
Implement, Execute
IT
BPM Server
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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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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
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Adaptable to all BPM Maturity Levels Aligns BPM initiatives to business strategy Aligns BPM and SOA initiatives
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Business Requirements, Strategy Maps, Functional Decomposition, Valueadded chain diagram (VACD)
BPM Blueprints
BPM Implementation
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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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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 -
NO BPM
- 0 -
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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
Systematic
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
Functional Decomposition
Quote to Cash
Order Processing
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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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Steps
Step 1 : Establish BPM Steering Committee
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Release Plan
Service Interface
Services Models
Project
Business Objectives
Data Models
Process Models Operational Metrics
Application
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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BPM Candidates
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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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Requires Refinements
Process Requirements, Use cases Finalized Process Improvements
Refinements
BPM Candidates
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Process Discovery
BPM Candidates
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Value Chain
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Business Rules
FX Conversion Expense Approval
Roles Consultant Engagement Manager Manager Coordinator Finance Clerk Finance Supervisor*
* - Process Owner
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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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Process Improvements
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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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Design & link business process to Services & Data. Perform Data Mapping with IT help Design & link business process to user interfaces
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Service Identification
Business Process Based Discovery
Business Process
Candidate Operations
Candidate Services
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Service Requirements
Service Reuse
SOA Candidates
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Decisions (Who)
Processes (How)
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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BPM leaders
Scoping
Definition
Adoption
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Others
Management of risks Training Managing conflicts Enforce re-use of process Application components
Project Set up
DRIVEN BY EXECUTIVES
Process Approvals Quality review of processes Reference Architectures Architectural Standards Blueprints & Patterns
Process lifecycle
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
Adaptive strategy
This methodology works with most existing s/w practices Modular knowledge components facilitates easy customization
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Product Overview
Market Leading
Simplified
Complete
All that you need to innovate today and scale from simple to complex processes
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
BPA Suite
Enterprise modeling Methodology driven
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
Process Composer
Web-based customization Deployment ready processes
Paper Forms Business Content Intelligence Management
UCM/IPM
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BPA
Workspace
MS Office
BPM Studio
(Business & IT views)
Business Rules
Mediator
B2B
Process Analytics
Unified Runtime
Common JCA-based connectivity infrastructure
Optimized binding
Repository
Policy Manager
BAM
Proc Cubes
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Security infrastructure
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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.
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
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
Start Event
Activity
Sequence Flows
End Event
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Lane
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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)
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Exclusive Merge
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Default Path
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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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Service Task
Rules Task
Parallel Branching
XOR branching Merge Lane
Join
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Inclusive split.
Inclusive Join
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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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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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Expanded sub-process
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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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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
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Rich User Interactions & Monitoring Web based customization (BPMN Process Views) of BPMN processes
Business View
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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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
Documentation Tab to enter process, activity, use cases and on line Help
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
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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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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
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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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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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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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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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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)
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
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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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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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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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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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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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Notification Policies
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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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deploy
commit
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
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Rules Editor
Zero-code Business Friendly Editor
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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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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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InputSet
OutputSet
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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Process Variables
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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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Views
This the main panel to show task items for participants. Instances in this panel will be filtered by the selected view in the View drop down.
Once the Task Item has been selected, it will show the associated User Interface (notes, attachments, etc) in this section
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Clicking on a process instance shows the status and the Interactive Task where it might be pending.
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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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You can set the swim lane Role mapping to LDAP roles inside BPM Workspace without having to use BPM Studio
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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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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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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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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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Combination of Gateways and multiple End Events. Only one of the Message End Event is reached in this example.
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The process is terminated when Order Canceled event is reached even if the Order Parts or Assemble Product is still active.
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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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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Initiator
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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 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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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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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
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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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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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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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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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Exception Paths
The Error and Timer boundary events are triggered if the activity to which they are attached is not yet completed.
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Exception Path
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Event Subprocess
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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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Implementation of Events
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Looping Subprocess
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sequentially (instances are generated sequentially) parallel (all instances are generated first and executed in parallel).
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
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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 Analytics
Architecture Overview
Measurements Measurement Metadata Service Actions
BPEL BAM Sensor Action BAM Action BAM Adapter BAM Data Objects BAM 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
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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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Both BPM and BPEL use same Data Objects and Reports
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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
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Agenda
Oracle BAM in BPM 11g Demonstration Architecture 11g Highlights
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Correlate events & KPIs Identify trends as they emerge Alert users to bottlenecks & solutions
Event-driven alerts Real-time dashboards BPEL processes & web services integration
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BPM Model
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
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
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
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
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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Media / Energy
Travel/ Transport
Retail/ CPG
Other
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223
BAM Architect BAM Administrator & Oracle Enterprise Manager BAM Active Studio
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Scalability
Supports thousands of events per second and hundreds of users on a 4x4 box
Action Framework
Business users can access web services integration for actions directly from their dashboards/alerts
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Oracle E-Business
Enterprise Manager JMS 1.1 MS MQ IBM MQ Tibco
Real-time alerts
Oracle BAM
Oracle AQ
Data Sources
JMS Bus
Database
JDBC
Real-time dashboard/reports
File System
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Call WebService
Demonstration
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Architecture
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BAM Server
Enterprise Integration Framework ActiveDataCache
EventEngine
Mobile Devices
StartPage ActiveViewer
BAM Dashboards
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
Internet
ODI
ADF
BAM DataControl
BPEL
BI
iCommand
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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
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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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Oracle Data Integrator Knowledge Module SOA/BPM Infrastructure Integration with BAM Adapter
Configurable and improved BPEL Sensors JDeveloper Integration
Online Help
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Process Composer
Agenda
Process Composer Demo
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Business View
Workspace
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
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
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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
Publish Projects
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Template Lifecycle
BPM Studio Process Composer
Process Template
Application Developer
Business Analyst
Executable Applications
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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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Demo
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Business Rules
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 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
Premium Customer
Agility
Rules are easier to change Rules allow more responsiveness
Transparency
Rules are accessible Rules are consistently applied
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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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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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Rules Designer
Rules SDK
Dictionary 1 Rule Set A If Then ... If Then ... If Then ... Rule Set B Dictionary 2
Rules Dictionary
A C
Decision Service
Java Application
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deploy
commit
Rules Composer
Human Workflow
Business Rules
Mediator
Unified Runtime
Policy Manager
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Stand-Alone
From Mediator
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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*
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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
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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
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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
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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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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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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
Vacation Rules
Users can specify vacations and vacation rules Work distribution algorithms account for vacations
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
Rule-driven Processes
Phase 1 Phase 2 Phase 3 ..
Level 1 Process
gistration
ceptance
guide player manages ow it seamlessly s the user from the or one Level 2 to anotherand the case screens to sk status
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JDeveloper or command-line
3. deploy
1. open
2. save
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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
App
Assign Tasks
Update Task
Task Complete
Worklist Application
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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
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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Directory Store
Users, groups
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
Identity Service
Human Workflow Service
Identity Service
10.1.3
OID XML
OVD
Oracle Platform Security Service (OPSS)
11g
Identity Service
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Patterns
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Pattern 2
Reviews by multiple users or groups
Pattern 3
Work Management
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
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
Building Blocks
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
Routing
Tasks can be assigned to users, groups and roles Out-of-the-box patterns:
Simple task assignment Sequential workflow / management chain Parallel workflow (review / voting) FYI (For Your Information)
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
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Participant Lists
Names and Expressions
Value-based
Rule-based
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Participant Lists
Management Chain
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Participant Lists
Approval Groups Manage approval groups from Worklist App or BPM Workspace
JDeveloper
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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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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
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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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Bug in this build where BPM process instance does not complete
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Post-Lab Discussion
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For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
ADF Overview
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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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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
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ADF Architecture
JavaServer Faces Desktop Integration
ADF Faces RC
DVT
Mobile
View Controller
JSF Controller
Model
ADF Data Control Layer
ADFbc
Web Services
POJO
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
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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Data Components Input Components Layout Components Navigational Components Output Components
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ADF Business Components increase productivity Reusable components Reentrant, wizard-driven creation of objects Simple O/R mapping They provide application logic infrastructure Ready-to-use data functions No need to hand-code standard data access routines You only code exceptions to standard behavior
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
For Oracle employees and authorized partners only. Do not distribute to third parties. 2010 Oracle Corporation Proprietary and Confidential