Oracle BPEL Process Manager
Human Workflow
Agenda
Overview
Work-list Application
Workflow Modeling
Routing and Assignment
Oracle BPEL Process Manager is Comprehensive
Much More than a typical workflow system of the past
Portal (Workplace)
Packaged Solutions
Process
Modeler
Enterprise
Process Rules Events Alerts Dashboards
Manager
Jdev
(Studio)
Business Process Layer
Service
Registry
Modular and Extensible Enterprise Service Bus Security
Metadata
300+ Web
B2B Java .NET Data Hubs
Application Services
Adapters
“Hot-Pluggable” by Design
Deployment Flexibility
BAM Monitoring & Action
Oracle BPM
JDev ILog JRules
Eclipse Native Corticon
Workflow Rules
BPEL
Multiple Process Oracle Directory
BPA Tools Modeling Active Directory
LDAP
Enterprise Service Bus
UDDI Oracle AQ
Adapters Routing
Registry Tibco
MQ Series
Any Application Server
(Oracle, WebLogic, WebSphere, JBoss)
Oracle BPEL Process Manager Comprehensive
Comprehensive
ProcessPlatform
Process Platform
Rich Client, Web Eclipse, JDeveloper
B2B Adapter
Process Modeler Process Designer RosettaNet, UCCNet
EDI, AS2 99 Business
BusinessProcess
Process
Modelingand
Modeling andDesign
Design
Partners
XML Web Services
Java Services
Portal 99 Human
HumanWorkflow
Workflow
Services
Data Transformation
Application
Server
Rules and Decision Services
99 Business
BusinessRules
Rules
Systems Technology Adapters
ADF
99 Business
BusinessEvents
Events
Oracle BPM Enterprise Application Adapters
99 Process
Legacy System Adapters ProcessAnalytics
Analytics
Process
People
Monitor Enterprise Data Hub
Data Virtualization, Data Synchronization
99 EAI
EAIand
andB2B
B2B
Notification Services (Mail, Wireless)
Human Workflow
Identity Services (OID, LDAP, JAZN)
99 SOA
SOAand
andNative
NativeBPEL
BPEL
Oracle BPM – Human Workflow
Eclipse, JDeveloper
Supervisor
BPEL Designer Task Metadata
Work Assignee
Update
Task
Process Owner
Worklist
Application
WSDL Contract Component Services
Task Management Identity Service
Human Service
(Task data, forms, (Users, Roles)
Assign Workflow Attachments)
Tasks
Service
Task Routing Worklist Service
Service (Task Query,
Task (Assignment, Reporting )
Complete Dispatching)
BPEL
Process User Metadata Notification
Service Service
(Rules, (Email & wireless)
work queues )
99One
Onecomposite
compositemetadata
metadatadriven
drivenHuman
HumanWorkflow
WorkflowService
Servicewhich
whichinteracts
interacts
withthe
with theprocess
processengine
engineand
andininturn
turnhas
hasflexible
flexiblecomponent
componentservices.
services.
Oracle BPM – Workflow Features
Task Assignment Task routing
• Users • Declarative patterns
• Roles • Ad-hoc routing
• Groups • Document based routing
• Dispatching
Management Rules
• Escalation Notifications
• Delegation • Declarative specification of:
• Vacation • When – assigned, expired, …
• Work load balancing • Who – assignee, manager, …
• Email, Voice, Pager, SMS
Work-list Application Reports, Audit Trails, …
• Profile based – assignee, • Productivity and distribution
supervisor, group owner, reports
process owner • Complete history and audit
• Auto-generated JSP forms trail
• Integration with ADF
• Comments & Attachments Identity Management
• Available as portlets • Roles and Org. Hierarchy
• Completely customizable • Integrates with OID, LDAP,
• Web Services and Java API JAZN; custom plug-ins for
other directories
Agenda
Overview
Work-list Application
Workflow Modeling
Routing and Assignment
User Profiles for Work-list Application
• Work Assignee (base profile)
– Organize, find, claim and perform work assigned or delegated to self or group
– Delegate work
– Manage personal rules
• Supervisor
– Access staff work
– Report staff work distribution, productivity, etc.
• Group Administrator
– Manage group rules including reassignments
• Process Initiator
– Track progress
• Process Owner
– Access all work belonging to a process
• Administrator
– Customize application
– Map flex fields
– Act on errored tasks
– Access all work
Work-list Application - Home
Supervisors can
access Staff
tasks. Filter by Category (assigned
to who), Priority, or Status
(Assigned, Completed)
Organize work
into views (like Claim (lock) work
search folders) assigned to Group
Default Task Form
Advanced
Action Actions
Save
Payload Data
Attachments
Comments
History
Tracking Progress
• Task History available for all Tasks at all times
• Anyone with access to a Task can review history
• Initiators can access all initiated Tasks at any time
• Process Owners can access all tasks related to process
Administrator View
• Administration Tasks – Act on tasks requiring attention
• Manage Rules – Review and edit rules for any user or group
• Flex Field Mappings – Map Task Attributes to Flex Fields
• Application Customization – Customize presentation
Flex Field Mapping
• Flex Fields are predefined fields available to promote Task payload
attributes to become available for searches and rules
• Flex Fields may be assigned meaningful names aiding consistent
usage
Vacations
• Users can specify vacations and vacation rules
• Work distribution algorithms account for vacations
Rules – My Rules
Applicability
Period
Standard Task
Attributes &
Flex Fields
Reassign,
Delegate,
Set Outcome
Rules – Group Rules
Group Rules
vs.
My Rules
- Delegate and
Set Outcome
in My Rules
- Reassign Via
in Group
Rules
Reassign
using
Distribution
Algorithms
Custom Views
Custom Views are based on Custom Views can be shared
Filters
• Views (standard and custom) organize work into queues based on
search specifications
• Custom Views can be granted (delegated) to others
Reports
• Report on work
– Assigned to Me, My Group, My Staff, or
– Initiated or owned by Me
• Available reports
– Unattended Tasks Report
– Tasks Priority Report
– Cycle Time Report
– Productivity Report
Agenda
Overview
Work-list Application
Workflow Modeling
Routing and Assignment
Adding Human Task to BPEL Process
Task
Definitions
may be
Drag & Drop from Reused
Palette to Process
Task Invocation Details
Human Task Definition
Metadata
stored in
.task
artifact
Human Task Definition – Title, Priority, Owner
• Title: Task title used to identify task instances in queue
– May use expressions
– May be overridden during invocation from process
• Priority: Task priority
– May be overridden during invocation from process
• Outcomes: Valid outcomes for task
– Show up as action choices in task
• Owner: Process Owner for this Task type
– May use expressions to dynamically assign based on instance data
Task Definition - Parameters
• Parameters define Task payload data both input and output
• Non “View Only” parameters are editable in generated JSP forms
• Parameters may be simple types or complex types
• Note: Only simple type parameters may be mapped to Flex Fields
Task Definition – Expiration and Escalation Policy
• Expiration and escalation policies to ensure tasks are performed in
timely fashion
• Duration may be fixed or dynamic based on process data
• Policy Options: Never Expire, Expire After, Renew After, Escalate
After
• Escalation escalates up management chain
Task Definition – Notifications and Reminders
When
What
Who
• Notifications sent over users preferred channel – email, voice, fax, sms
• Reminders may be sent specified duration before expiration or after
assignment
• Email and Fax messages include Task details in addition to Notification
Header
• Email messages may be made actionable – include links to generate
appropriate replies
Invoking Human Task From BPEL Process
Override
Task Title,
Priority
Task
Initiator
Map BPEL
Variables To Task
Parameters
Generating User Interface Forms
• Simple Task Form • Custom Task Form
• Standard 3 region template • Select template
• Default header and footer • Select header and footer
• Auto JSP • Select body
• ADF Datacontrol • Superset of Simple Task Form
• Integrate with ADF for rich UI
Agenda
Overview
Work-list Application
Workflow Modeling
Routing and Assignment
Routing Flow Definition
Step may be
complex parallel
or hierarchical
pattern
• Single Approver
• Group Vote – Send work in parallel; require ‘m’ of ‘n’ approvals
• Management Chain – Route per organizational hierarchy for
specified levels till highest title
• List of Sequential Approvers
• FYI Assignee – Do not need to act on work
• Custom – Plug in desired routing service
Exception Rules in Routing Flow Definition
• Specify Skip Rule (in Edit Participant Definition)
– Skip step in routing flow if condition is met
– Enables bypassing participants based on desired rules; e.g.
Orders for preferred customers require fewer approval steps
• Abrupt Termination Condition (in Assignment and
Routing Policy)
– Terminate routing flow if condition is met
– E.g. Rejections terminate approval flow
Ad-hoc Routing
Enable Ad-hoc routing in Actions in Task UI Form
Model Definition include Route
• In Edit Participant Definition, allow or disallow participant to route to
others
• If allowed, participant can Route to other users
• Related Concept: Request Info – Request information from any prior
participant in routing flow
Assignment Definition
Dynamic
assignment
based on
instance data
Browse
Directory for
Users and
Groups
Operation Time Reassignment
Process Owners
and some
Participants
may reassign
work instance
Group Owners
may
redistribute
work
