Oracle BPM 11g Modeling

Transcription

1 Oracle BPM 11g Modeling Volume I Student Guide D66123GC10 Edition 1.0 November 2010 D69368

2 Authors Rosie Piller (Lead) Ron Pinkerton Technical Contributors and Reviewers Carolina Arce Gary Barg Maria Billings Heidi Buelow Eduardo Chiocconi Guillermo Coscarelli Avinash Dabholkar Pete Daly Deepa Damodaram Nicolas Damonte Manoj Das Jerry Elliott Joe Greenwald Steven Leslie Jill Moritz Bhagat Nainani Prasen Palvankar Andy Smith Meera Srinivasan Payal Srivastava Glenn Stokol Mark Wilkins Copyright 2010, Oracle and/or its affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Editors Cindy Church Michael Sebastian Graphic Designer Rajiv Chandrabhanu Publishers Pavithran Adka Syed Imtiaz Ali

3 Contents Preface 1 Course Overview Objectives 1-2 Course Target Audience 1-3 Course Description 1-4 Course Objectives 1-5 Suggested Class Schedule: Day One 1-6 Suggested Class Schedule: Day Two 1-7 Suggested Class Schedule: Day Three 1-8 Acronyms Used in This Course 1-9 Summary The BPM Life Cycle and the Oracle BPM Suite Objectives 2-2 Agenda 2-3 Definition: Business Process Management 2-4 Definition: Business Process 2-5 Real-World Business Processes 2-6 Real-World Business Process Management 2-7 Summary: Business Process Management 2-8 Agenda 2-9 BPM Life Cycle Highlights 2-10 Planning 2-11 Strategy 2-12 The BPM Life Cycle 2-13 Agenda 2-15 The Oracle Business Process Management Suite 2-16 Process Modeling 2-17 Three Modeling Tools 2-18 The BPM Life Cycle Using BPA Suite 2-19 BPM Process Composer 2-20 Modeling with BPM Studio 2-21 Feature Comparison 2-22 The Oracle Metadata Service Repository 2-23 iii

4 Modeling and Implementation: An Iterative Process 2-24 Implementation with OBPM Studio 2-25 Deployment 2-26 Oracle BPM Run Time 2-27 The Oracle SOA Suite 2-28 The Oracle Business Rules Engine 2-29 The Oracle Human Workflow Engine 2-30 Business Process Workspace 2-31 Process Analytics: Oracle BPM Workspace 2-32 Oracle Business Activity Monitoring 2-33 The Oracle WebLogic Application Server 2-34 Summary View: The Oracle BPM Suite 2-35 Quiz 2-37 Agenda 2-40 Modeling in BPM Composer; Simulating and Implementing in BPM Studio 2-41 Modeling, Simulating, and Implementing Using BPM Studio 2-42 Integrating Between the BPA Suite and Oracle BPM 2-43 Modeling in BPM Studio; Modeling and Deploying from BPM Composer 2-44 Creating Project Templates in BPM Studio; Using Them in BPM Composer 2-45 Agenda 2-46 Case Study Overview: SalesQuote Process 2-47 Case Study Overview: Process Simulation 2-49 Case Study Overview: Deployment 2-50 Case Study Overview: Participation 2-51 Case Study Overview: Monitoring and Analysis 2-52 Summary 2-53 Practice 2 Overview: Checking Your Understanding Modeling a Process Using Oracle Business Process Composer Objectives 3-2 Lesson Agenda 3-3 Workflow Review: Modeling in BPM Composer; Simulating and Implementing in BPM Studio 3-4 Preparing to Log into BPM Process Composer: Starting the Application Server 3-5 Logging Into BPM Process Composer 3-6 Welcome Page (Project Creator) 3-7 Welcome Page Depends on User Role 3-8 Changing Preferences 3-10 Oracle BPM Projects 3-11 Two Ways to Create Oracle BPM Projects in BPM Composer 3-12 Method 1: Creating a Project Using Create New Project 3-13 iv

5 Folder and Deployment Options 3-14 New Project Created 3-15 Method 2: Creating a Project Using the Project Menu 3-16 Creating a Manual Process 3-17 A Simple Manual Process 3-18 Practice 3-1 Overview: Getting Started with Process Composer 3-19 Lesson Agenda 3-20 RequestQuote Process (Review) 3-21 User Tasks 3-22 Renaming User Tasks 3-23 Adding a User Task Using the Component Palette 3-24 Adding a User Task Using the Component Menus 3-25 Adding User Tasks: Straight-Through Processing 3-26 Swimlanes and Roles 3-27 SalesQuote Project: Roles 3-28 Assigning Roles 3-29 Adding a Swimlane 3-30 Quiz 3-31 Practice 3-2 Overview: Adding User Tasks, Swimlanes, and Roles 3-32 Lesson Agenda 3-33 Gateways 3-34 Gateways: Sample # Gateways: Sample # Quiz 3-37 Gateways: Component Menu and Component Palette 3-38 Adding the Exclusive Gateway 3-39 Adding the Conditional Transition 3-40 Adding the Default Transition 3-41 Could Sequential Tasks Be Done in Parallel? 3-42 Adding a Parallel Gateway 3-43 Adding a Parallel Gateway: Rewiring Transitions 3-44 Results of Business Practices Review? 3-46 Solution: Loop (Exclusive Gateway) 3-47 Result of Approvals? 3-48 Solution: Loop (Another Exclusive Gateway) 3-49 Is Business Practices Review Required? 3-50 Business Rule: Determine Approvals 3-51 What Happens After the Contracts Are Finalized? 3-52 Service Task: SaveQuote 3-53 Saving a Private Copy of the Project 3-54 v

6 Practice 3-3 Overview: Adding Gateways to the RequestQuote Process 3-55 Summary Editing a Process Model in BPM Studio Objectives 4-2 Lesson Agenda 4-3 Workflow Review: Modeling in Oracle BPA; Simulating and Implementing in BPM Studio 4-4 Workflow Review: Modeling in BPM Composer; Simulating and Implementing in BPM Studio 4-5 Workflow Review: Modeling, Simulating, and Implementing Using BPM Studio 4-6 Workflow Review: Modeling in BPM Studio;Modeling and Deploying from BPM Composer 4-7 Workflow Review: Creating Project Templates in BPM Studio; Using Them in BPM Composer 4-8 Quiz 4-9 Lesson Agenda 4-10 Two Ways to Share Oracle BPM Projects 4-11.exp Files 4-12 Exporting a Project to a.exp File 4-13 Importing a.exp File (BPM Studio Only) 4-14 BPM Metadata Service (MDS) Repository 4-15 BPM MDS Locking 4-17 BPM MDS Locking: Implementation 4-18 Publishing Projects in BPM Composer 4-19 Retrieving Published Projects in BPM Composer 4-20 Private Versus Shared Editing Modes 4-21 Saving Versus Publishing Versus Discarding 4-22 Quiz 4-23 Lesson Agenda 4-24 Starting Oracle BPM Studio (JDeveloper) 4-25 Oracle BPM Studio User Interface 4-26 BPMN Process Editor 4-27 Component Palette 4-28 BPM Project Navigator 4-29 Application Navigator 4-30 BPM MDS Navigator 4-31 Structure View 4-32 Documentation View 4-33 Log View 4-34 Simulation View 4-35 vi

7 Quiz 4-36 Lesson Agenda 4-37 BPM Studio and MDS 4-38 Creating a New Application 4-39 Creating a New Application: Creating a Project in the New Application 4-40 Retrieving Published Projects in BPM Studio 4-41 Publishing Projects in BPM Studio 4-42 Locking and Releasing Project Locks in BPM Studio 4-43 Practice 4-1 Overview: Sharing BPM Projects Across Multiple Users 4-44 Lesson Agenda 4-45 Oracle BPM Projects (Review) 4-46 Creating a New BPM Project 4-47 Creating a BPMN Process Within the Project 4-49 BPM Project with a Simple Manual BPMN Process 4-50 BPM Studio Component Palette 4-51 Adding a User Task 4-52 Adding a User Task: Defining Properties 4-53 Renaming a Task (Setting Properties) 4-54 Updating Swimlane Labels (and Adding Roles) 4-55 Adding an Exclusive Gateway 4-56 Adding an Exclusive Gateway: Defining Properties 4-57 Adding an Exclusive Gateway: MovingTransitions 4-58 Adding a Conditional Transition 4-59 Adding a Default Transition 4-60 Renaming the Transitions 4-61 Adding an Exclusive Gateway: The End Result 4-62 Practice 4-2 Overview: Editing Processes in BPM Studio 4-63 Summary Using Additional BPMN Flow Objects Objectives 5-2 Lesson Agenda 5-3 Elements of a BPMN Business Process Model 5-4 Tokens 5-5 Data Objects 5-6 Lesson Agenda 5-7 The Script Task 5-8 The Business Rule Task 5-9 User Tasks 5-10 Manual Tasks 5-11 Service Tasks 5-12 vii

8 Send and Receive Tasks 5-13 Quiz 5-14 Lesson Agenda 5-16 Controlling Process Flow With Gateways 5-17 The Exclusive (XOR) Gateway 5-18 Defining a Loop Using an XOR Gateway 5-19 The Inclusive (OR) Gateway 5-20 The Parallel (AND) Gateway 5-21 Complex Gateway (Chained Split) 5-22 Complex Gateway (Voting Pattern) 5-23 Gateway Summary 5-24 Quiz 5-25 Lesson Agenda 5-26 Events 5-27 Start and End Events 5-28 Catch Events 5-31 Throw Events 5-32 Using Message Events for Asynchronous Invocation 5-33 Quiz 5-34 Lesson Agenda 5-35 Embedded Subprocesses 5-36 Summary 5-37 Practice # 5: Applying Flow Objects in a Business Process Handling Information and Documenting Business Processes Objectives 6-2 Lesson Agenda 6-3 What Is a Process Instance? 6-4 BPM Processes and Information 6-5 Data Structures 6-6 Data Objects (Review) 6-7 Process Data Objects Versus Project Data Objects 6-8 Business Indicators: A Special Case 6-9 Arguments 6-10 Lifespan 6-11 Access 6-12 Lesson Agenda 6-13 BPM Methodology Using BPA Suite (Review) 6-14 Business-Driven Modeling (Review) 6-15 Sharing the Model 6-16 What Requirements Do You Need to Communicate? 6-17 viii

9 What Might You Want to Document? 6-18 Documentation Overview 6-19 End-User Documentation 6-20 Defining End-User Documentation for a Process in BPM Composer 6-21 Defining End-User Documentation for a Flow Object in BPM Composer 6-22 Defining End-User Documentation for a Process in BPM Studio 6-24 Defining End-User Documentation for a Flow Object in BPM Studio 6-25 Documentation Overview 6-26 Providing Documentation for Developers and Other Process Analysts: Documentation Window 6-27 Creating Annotations 6-28 Property Window Descriptions 6-29 Quiz 6-30 Practice 6-1 Overview: Documenting Business Processes 6-31 Lesson Agenda 6-32 What Are Business Rules? 6-33 Business Rules: What Process Analysts and Business Users Can Do 6-34 Operative Rules: Two Examples 6-35 What the Determine Approvals Task Does 6-36 Determine Approvals: Is Business Practices Review Required? 6-37 Determine Approvals: What Approvals Are Required for Approve Deal Task? 6-38 Types of Participant List Builders 6-39 Approval Management Options 6-40 Summary Setting Up the BPM Organization Objectives 7-2 Business Processes and the Organization 7-3 Why Model the Organization? 7-4 The Organizational Chart 7-5 Controlling Visibility of Processes 7-6 Controlling Permissions with Roles 7-8 Modeling Calendar Rules and Holiday Rules 7-9 Modeling Participants 7-11 Deployment to Run Time 7-12 Creating a Holiday Rule 7-13 Creating a Calendar 7-14 Creating Organizational Units 7-15 Summary 7-16 Practice 7 Overview: Setting Up the BPM Organization 7-17 ix

10 8 Running Simulations Objectives 8-2 Lesson Agenda 8-3 What Are Simulations? 8-4 Why Simulate? 8-5 Oracle BPM Suite Solution Life Cycle 8-7 What Components Do You Need to Configure? 8-8 Process Simulation Models 8-9 Project Simulation Definitions 8-10 Steps 8-12 Quiz 8-13 Lesson Agenda 8-14 Creating a Process Simulation Model 8-15 Simulation Models: Two Tabs 8-16 Simulation Models: Activity Parameters 8-17 Simulation Models: Gateway Parameters 8-20 Simulation Models: Gateway Parameters for Outcomes 8-22 Sample Predictions 8-23 Lesson Agenda 8-24 Project Simulation Definition (Review) 8-25 Creating a Project Simulation Definition 8-26 Project Simulation Definition 8-27 Quiz 8-28 Practice 8-1 Overview: Configuring Simulations 8-30 Lesson Agenda 8-31 Steps (Review) 8-32 Running a Simulation 8-33 Animation 8-34 Adjusting Activity Resources During the Animation 8-36 Simulation Results 8-37 Chart Toolbar 8-38 Chart Toolbar: Indicators 8-39 Sample Drill-Down: Interactive Activities Only, with Two Time Indicators 8-40 Approve Deal: Options for Resolving Problems 8-41 Best Practices 8-42 Summary 8-43 Practice 8-2 Overview: Running Simulations Participating in a Running Process Objectives 9-2 Lesson Agenda 9-3 x

11 Oracle BPM Suite Solution Life Cycle 9-4 Process Participant Applications 9-5 Launching and Logging Into Oracle BPM Workspace 9-6 Oracle BPM Workspace: Tasks Page 9-7 Quiz 9-9 Lesson Agenda 9-10 Sales Quote Demo: Part Sales Quote Demo: Part Rules for Business Practices Review and Approve Deal Tasks 9-13 Sample Quotes 9-14 Sample Process Flow (Happy Path) 9-15 Log In and Initiate Quote Process 9-16 Enter Quote Header 9-17 Select Products 9-18 Request Discounts 9-19 Request Terms 9-20 Submit Quote 9-21 Sales Representative s Worklist After Submitting a Quote 9-22 jstein: Business Practices Review 9-23 eheming: Approve Deal 9-24 cdickens: Approve Terms 9-25 cdickens: Finalize Contract 9-26 Quiz 9-27 Summary 9-28 Practice 9-1 Overview: Participating in a Running Process Using Process Analytics Objectives 10-2 Lesson Agenda 10-3 Why Monitor? 10-4 Oracle BPM Suite Solution Life Cycle 10-5 Extracting Business Information 10-6 Where Monitoring Data Is Sent 10-7 Standard BPM Dashboards (BPM Workspace) 10-8 Custom BPM Dashboards (BPM Workspace) 10-9 Out-of-the-Box Dashboards (Oracle BAM) Custom Dashboards (Oracle BAM) Quiz Lesson Agenda Built-In Measures and Dimensions Four Standard Dashboards xi

12 Sample Workload per participant Dashboard Sample Workload per process Dashboard Sample Performance per participant Dashboard Sample Performance per process Dashboard Quiz Process Analytics Life Cycle: Using Standard Metrics Only Sampling Points Optionally, Reconfigure Sampling Points Optionally, Reconfigure the Data Targets Implement and Deploy the Project (Developer) View Standard Dashboards Using BPM Workspace: Log In View Standard Dashboards Using BPM Workspace: Display Specific Dashboard View Standard Dashboards Using BPM Workspace: Drill Down Practice 10-1 Overview: Viewing Out-of-the-Box Dashboards in BPM Workspace Lesson Agenda Custom BPM Dashboards (BPM Workspace) Configurable Process Metric Components Business Indicators Three Types of Business Indicators Measures Dimensions Counters Measurement Marks Measurement Marks: What Data Is Captured How Measures and Counters Are Captured Usefulness of Interval Start and Interval Stop Quiz Process Analytics Life Cycle: Creating Custom Metrics Add Business Indicators a. Optionally, Add Measurement Marks b. Optionally, Add Counter Marks Optionally, Reconfigure Sampling Points Optionally, Reconfigure the Data Targets Implement and Deploy the Project (Developer) Configure Custom Dashboards Using BPM Workspace : Create a Custom Page : Add a Dashboards Panel to the Page : Define a Data Source, and Specify Graph Content Graph Content: Defining Dimensions and Measures xii

13 Important Concepts Practice 10-2 Overview: Creating Custom Dashboards in Oracle BPM WorkSpace Summary Creating Real-Time Dashboards Using BAM Objectives 11-2 Lesson Agenda 11-3 Why Monitor? (Review) 11-4 Extracting Business Information (Review) 11-5 What Is Oracle BAM? 11-6 Oracle BAM Dashboards 11-8 Who Needs BAM? 11-9 Analyze Processes, Trends, and Context Immediately Deliver Information to Business Users The Result Standard and Custom Reports (Oracle BAM) Quiz Comparing Process Analytics and BAM Features Oracle BAM View Types Sample Bar Chart Views Pie Chart Views Sample List Views Action List Crosstab and Summary Crosstab Views Key Performance Indicator Views Filters Drilling Drilling Down, Drilling Up Drilling Through, Drilling Across Views Driving Other Views Action Buttons Action Types Alerts: Event Options Alerts: Conditions and Actions Sample Uses for Alerts Quiz Lesson Agenda Integrating BPM Server with BAM Server Creating Custom Metrics xiii

14 Enabling BAM in the BPM Project (BPM Studio) Lesson Agenda Oracle BAM Toolsets (Console) Using BAM Active Viewer Viewing Reports Using BAM Active Studio Steps in Creating a Real-Time Report Selecting the Report Layout Selecting a View: Options Sales Quote Demo: Sample Views Creating Views for Your Report Selecting Data Objects and Data Fields Selecting Other Formatting Options View Data and View Properties Saving the Report Summary Practice 11-1 Overview: Building a Dashboard Using BAM Active Studio Customizing Processes and Rules Objectives 12-2 Lesson Agenda 12-3 BPM Metadata Service (MDS) Repository (Review) 12-4 Quiz 12-5 Retrieving Published Projects in BPM Composer (Review) 12-6 Quiz 12-7 BPM MDS Navigator (Review) 12-8 Lesson Agenda 12-9 What Project Templates Are, and Why They Are Used Workflow Review: Creating Project Templates in BPM Studio; Using Them in BPM Composer Steps Creating a Project Template From Scratch Converting a Regular BPM Project to a Project Template Setting Edit Policies at the Process Level Setting Edit Policies at the Activity Level Defining Data Objects, Variables, and Business Catalog Components Publishing the Template to BPM MDS Creating a New Project Based on a Project Template Editing the Project (Flow Sealed Example) Editing the Project (Activity Sealed Example) Quiz xiv

15 Publishing the Project to BPM MDS Deploying the Project to BPM Run Time Deploying the Project to BPM Run Time: Deployment with Approval Flow Quiz Practice 12-1 Overview: Creating and Using Project Templates Lesson Agenda What Are Business Rules? (Review) Business Rules: What Process Analysts and Business Users Can Do (Review) Rules for Business Practices Review and Approve Deal Tasks (Review) Opening a Business Rule Rule Global Variables Bucketsets Rulesets: IF/THEN Rules Rulesets: Decision Tables Editing Project Business Rules Quiz Lesson Agenda Editing Deployed Business Rules at Run Time Workflow: Editing Business Rules at Run Time Opening a Deployed Project Sample Rules in a Deployed Project Editing Global Variables in a Deployed Project Editing Bucketsets in a Deployed Project Editing IF/THEN Rules in a Deployed Project Editing Decision Tables in a Deployed Project Editing Deployed Rules: Toolbar Quiz Summary Related Courseware Where to Go for More Information Next Steps Practice 12-2 Overview: Editing Business Rules at Run Time xv

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