Oracle BPM 11g Modeling

Volume I Student Guide

D66123GC10 Edition 1.0 November 2010 D69368

Authors
Rosie Piller (Lead) Ron Pinkerton

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 94065 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. Governments 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.

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

Editors
Cindy Church Michael Sebastian

Graphic Designer
Rajiv Chandrabhanu

Publishers
Pavithran Adka Syed Imtiaz Ali

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 1-10 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
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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 2-54 3 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
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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 #1 3-35 Gateways: Sample #2 3-36 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

Practice 3-3 Overview: Adding Gateways to the RequestQuote Process 3-55 Summary 3-56 4 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
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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 4-64 5 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
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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 5-38 6 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
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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 6-41 7 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

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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 8-44 Participating in a Running Process Objectives 9-2 Lesson Agenda 9-3
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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 1 9-11 Sales Quote Demo: Part 2 9-12 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 Representatives 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 9-29 10 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) 10-10 Custom Dashboards (Oracle BAM) 10-11 Quiz 10-12 Lesson Agenda 10-13 Built-In Measures and Dimensions 10-14 Four Standard Dashboards 10-15
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Sample Workload per participant Dashboard 10-16 Sample Workload per process Dashboard 10-17 Sample Performance per participant Dashboard 10-18 Sample Performance per process Dashboard 10-19 Quiz 10-20 Process Analytics Life Cycle: Using Standard Metrics Only 10-22 Sampling Points 10-23 1. Optionally, Reconfigure Sampling Points 10-24 2. Optionally, Reconfigure the Data Targets 10-25 3. Implement and Deploy the Project (Developer) 10-26 4. View Standard Dashboards Using BPM Workspace: Log In 10-27 4. View Standard Dashboards Using BPM Workspace: Display Specific Dashboard 10-28 4. View Standard Dashboards Using BPM Workspace: Drill Down 10-29 Practice 10-1 Overview: Viewing Out-of-the-Box Dashboards in BPM Workspace 10-30 Lesson Agenda 10-31 Custom BPM Dashboards (BPM Workspace) 10-32 Configurable Process Metric Components 10-33 Business Indicators 10-34 Three Types of Business Indicators 10-35 Measures 10-36 Dimensions 10-37 Counters 10-38 Measurement Marks 10-39 Measurement Marks: What Data Is Captured 10-40 How Measures and Counters Are Captured 10-41 Usefulness of Interval Start and Interval Stop 10-42 Quiz 10-43 Process Analytics Life Cycle: Creating Custom Metrics 10-45 1. Add Business Indicators 10-46 2a. Optionally, Add Measurement Marks 10-47 2b. Optionally, Add Counter Marks 10-48 3. Optionally, Reconfigure Sampling Points 10-49 4. Optionally, Reconfigure the Data Targets 10-50 5. Implement and Deploy the Project (Developer) 10-51 6. Configure Custom Dashboards Using BPM Workspace 10-52 6.1: Create a Custom Page 10-53 6.2: Add a Dashboards Panel to the Page 10-54 6.3: Define a Data Source, and Specify Graph Content 10-55 Graph Content: Defining Dimensions and Measures 10-56
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Important Concepts 10-58 Practice 10-2 Overview: Creating Custom Dashboards in Oracle BPM WorkSpace 10-59 Summary 10-60 11 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 11-10 Immediately Deliver Information to Business Users 11-11 The Result 11-12 Standard and Custom Reports (Oracle BAM) 11-13 Quiz 11-14 Comparing Process Analytics and BAM 11-15 Features 11-16 Oracle BAM View Types 11-17 Sample Bar Chart Views 11-18 Pie Chart Views 11-19 Sample List Views 11-20 Action List 11-21 Crosstab and Summary Crosstab Views 11-22 Key Performance Indicator Views 11-23 Filters 11-24 Drilling 11-25 Drilling Down, Drilling Up 11-26 Drilling Through, Drilling Across 11-27 Views Driving Other Views 11-29 Action Buttons 11-32 Action Types 11-33 Alerts: Event Options 11-35 Alerts: Conditions and Actions 11-37 Sample Uses for Alerts 11-39 Quiz 11-40 Lesson Agenda 11-41 Integrating BPM Server with BAM Server 11-42 Creating Custom Metrics 11-43
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Enabling BAM in the BPM Project (BPM Studio) 11-44 Lesson Agenda 11-45 Oracle BAM Toolsets (Console) 11-46 Using BAM Active Viewer 11-48 Viewing Reports 11-49 Using BAM Active Studio 11-50 Steps in Creating a Real-Time Report 11-51 Selecting the Report Layout 11-52 Selecting a View: Options 11-53 Sales Quote Demo: Sample Views 11-54 Creating Views for Your Report 11-55 Selecting Data Objects and Data Fields 11-56 Selecting Other Formatting Options 11-57 View Data and View Properties 11-58 Saving the Report 11-59 Summary 11-60 Practice 11-1 Overview: Building a Dashboard Using BAM Active Studio 11-61 12 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 12-10 Workflow Review: Creating Project Templates in BPM Studio; Using Them in BPM Composer 12-11 Steps 12-12 Creating a Project Template From Scratch 12-13 Converting a Regular BPM Project to a Project Template 12-14 Setting Edit Policies at the Process Level 12-15 Setting Edit Policies at the Activity Level 12-16 Defining Data Objects, Variables, and Business Catalog Components 12-17 Publishing the Template to BPM MDS 12-18 Creating a New Project Based on a Project Template 12-19 Editing the Project (Flow Sealed Example) 12-20 Editing the Project (Activity Sealed Example) 12-21 Quiz 12-22
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Publishing the Project to BPM MDS 12-23 Deploying the Project to BPM Run Time 12-24 Deploying the Project to BPM Run Time: Deployment with Approval Flow 12-25 Quiz 12-26 Practice 12-1 Overview: Creating and Using Project Templates 12-27 Lesson Agenda 12-28 What Are Business Rules? (Review) 12-29 Business Rules: What Process Analysts and Business Users Can Do (Review) 12-30 Rules for Business Practices Review and Approve Deal Tasks (Review) 12-31 Opening a Business Rule 12-32 Rule Global Variables 12-33 Bucketsets 12-34 Rulesets: IF/THEN Rules 12-35 Rulesets: Decision Tables 12-36 Editing Project Business Rules 12-38 Quiz 12-39 Lesson Agenda 12-40 Editing Deployed Business Rules at Run Time 12-41 Workflow: Editing Business Rules at Run Time 12-42 Opening a Deployed Project 12-43 Sample Rules in a Deployed Project 12-44 Editing Global Variables in a Deployed Project 12-45 Editing Bucketsets in a Deployed Project 12-46 Editing IF/THEN Rules in a Deployed Project 12-47 Editing Decision Tables in a Deployed Project 12-48 Editing Deployed Rules: Toolbar 12-49 Quiz 12-50 Summary 12-52 Related Courseware 12-53 Where to Go for More Information 12-54 Next Steps 12-55 Practice 12-2 Overview: Editing Business Rules at Run Time 12-56

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