D66123GC10 Ag

THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.
COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
D69370
Edition 1.0
D66123GC10
November 2010
Activity Guide
Oracle BPM 11g Modeling
Oracle University and In Motion Servicios S.A. use only

THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY. COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED
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.
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
This book was published using: Oracle Tutor

Table of Contents
Practices for Lesson 1 .....................................................................................................................................1-1

Practices for Lesson 1....................................................................................................................................1-3

Practice 2-1: BPM Methodology and the Oracle BPM Suite ..........................................................................2-4


Practice 3-1: Getting Started with Process Composer ...................................................................................3-4
Practice 3-2: Adding User Tasks, Swimlanes, and Roles ..............................................................................3-9
Practice 3-3: Adding Gateways to the RequestQuote Process ......................................................................3-15

Practice 4-1: Sharing BPM Projects Across Multiple Users ...........................................................................4-4
Practice 4-2: Editing Processes in BPM Studio ..............................................................................................4-23

Practice 5-1: Using Additional BPMN Flow Objects .......................................................................................5-4

Practice 6-1: Documenting Business Processes ............................................................................................6-4

Practice 7-1: Setting Up the BPM Organization .............................................................................................7-4

Practice 8-1: Configuring Simulations ............................................................................................................8-4
Practice 8-2: Running Simulations .................................................................................................................8-14

Practice 9-1: Participating in a Running Process ...........................................................................................9-4
Practices for Lesson 10 ...................................................................................................................................10-1

Practices for Lesson 10..................................................................................................................................10-3
Practice 10-1: Viewing Out-of-the-Box Dashboards in BPM Workspace .......................................................10-4
Practice 10-2: Creating Custom Dashboards in Oracle BPM Workspace ......................................................10-14

Practice 11-1: Building a Dashboard Using BAM Active Studio .....................................................................11-4

Practice 12-1: Creating and Using Project Templates....................................................................................12-4
Practice 12-2: Editing Business Rules at Run Time .......................................................................................12-21
Oracle BPM 11g Modeling Table of Contents

i
Oracle BPM 11g Modeling Table of Contents

ii
Practices for Lesson 1

Chapter 1 - Page 1
Chapter 1



Chapter 1 - Page 2

Practices Overview
There are no practices for lesson 1.

Chapter 1 - Page 3

Chapter 1 - Page 4

Chapter 2 - Page 1
Chapter 2



Chapter 2 - Page 2

Practices Overview
In these practices, you will review the information from the lesson by completing a series of
questions and a short application of that information.

Chapter 2 - Page 3
Practice 2-1: BPM Methodology and the Oracle BPM Suite

Overview
In this practice you use information from the lesson to answer questions about Oracle Business
Process Methodology and components of the Oracle BPM Suite.
Check Your Understanding

In this task you answer questions about information presented in the lesson.

1. Why is Business Process Management described as a closed loop?
2. What is the difference between a business process and a business process model?
3. Why is modeling a business process considered an iterative step?
4. When business process modeling, what is the happy path?
5. What is the name of the component where business process models are published to
enable sharing among project teammates?
6. Which of the following activities might a process developer complete as part of

implementing a business process?
a. Data mapping and transformation
b. System fault handling
c. Designing and implementing user interfaces using Oracle Human Workflow
d. Designing Oracle Business Rules
e. Creating dashboards
f. All of the above

Chapter 2 - Page 4
7. Deployment to the Oracle WebLogic Application Server is an optional step that might be
chosen to ease administrative tasks. (T/F)
8. What is the name of the application that process participants use to interact with a
business process?
9. What are key performance indicators? Why are they important?

10. How are process analytics and Oracle BAM related? How are they different?
Apply Your Understanding

In this task you apply what you have learned in this lesson to your own BPM project goals. If
you are not sure about your project goals at this point, feel free to add fictional elements.
1. Which role or persona will you be responsible for in your implementation (analyst;
developer; participant; administrator; owner)? Will your real life responsibilities span
more than one persona? How?
2. Name some key performance indicators you might wish to track in your implementation
of Oracle BPM. Why are these indicators important to your process/business?
3. Use the blank diagram on the next page to sketch out a sample business process for
your enterprise. Fill in the name of the organizational unit (for example, a department or
division) in the right-facing arrows. In the blank columns make notes of individual steps
or activities that might be a part of your process. (There is no right or wrong answer right
now. Think about how you might apply what you have seen in this lesson.)

Chapter 2 - Page 5

Chapter 2 - Page 6
Solution
1. Why is Business Process Management described as a closed loop?
Business Process Management is described as closed loop because the cycle of

modeling, execution, and monitoring/analysis can be repeated (analysis leads to further
business process improvement) continuously.
2. What is the difference between a business process and a business process model?
A business process is a [real world] set of linked activities performed by people and

systems that deliver some kind of value through a product or process to internal or
external customers.
A business process model is a representation of a similar set of activities. The model
can represent an as-is process (what we do now) or a to-be process (what we believe
we should do).
3. Why is modeling a business process considered an iterative step?
Modeling is considered an iterative step because it involves repeated drafts of a model

that are optimized as a result of collaboration among the stakeholders in the process.
4. When business process modeling, what is the happy path?
The happy path in a business process model is typically defined by a process analyst.
It describes how the business process flows to achieve the desired result, but does not
concern itself with errors, exceptions, or technical implementation details. These
elements are typically completed by the process developer during implementation.
5. What is the name of the component where business process models are published to
enable sharing among project team mates?
The Oracle Metadata Service Repository
6. Which of the following activities might a process developer complete as part of

implementing a business process?
a. Data mapping and transformation
b. System fault handling
c. Designing and implementing user interfaces using Oracle Human Workflow
d. Designing Oracle Business Rules
e. Creating dashboards
f. All of the above
7. Deployment to the Oracle WebLogic Application Server is an optional step that might be
chosen to ease administrative tasks. (T/F)

Chapter 2 - Page 7
False. The Oracle WebLogic Application Server provides the necessary runtime
environment for Oracle BPM applications.
8. What is the name of the application process participants use to interact with a business
process?
The application that process participants use is Oracle Process Workspace.
9. What are key performance indicators? Why are they important?

Key performance indicators are any measures that are defined as important to
understanding the efficiency of a business process. They typically include measures of
process performance such as number of active instances, and average and median
times to completion. They may also reflect statistics about workloads and performance
per participant.
10. How are process analytics and Oracle BAM related? How are they different?
Process Analytics is a feature of the Oracle BPM Suite that provides a set of dashboard
for displaying this information based on KPIs defined at design-time and using data
collected from sensors embedded in the runtime system. The information collected by
Process Analytics can be passed to Oracle BAM for broader business performance
management.
Oracle BAM is separate from the Oracle BPM Suite. It provides additional abilities to
aggregate and display near real time process information.

Chapter 2 - Page 8

Chapter 3 - Page 1
Chapter 3



Chapter 3 - Page 2

Practices Overview
In these practices, you create a process model in Process Composer. You perform the following
tasks:
Log into Process Composer, create a BPM project, and create a simple manual
process
Add User Tasks, swimlanes, and roles to the process model
Add gateways, a Business Rule Task, and a Service Task to the process model
Save a private copy of the BPM project

Instructions are provided at two levels: high level and detailed. Try to perform the task using the
high level instructions. If you need assistance, consult the detailed instructions.

Chapter 3 - Page 3
Practice 3-1: Getting Started with Process Composer

Overview
In this practice, you log into Process Composer, create a BPM project, and create a simple
manual process. Follow either the high-level or detailed instructionsnot both.
Assumptions
As part of the setup for this course, the mtwain and jcooper users have been mapped to the
following Process Composer roles:
User Role(s)

mtwain Project Creator, Designer, Deployer, Project Documentor, SOA Designer
jcooper Designer
Tasks
1. Start the WebLogic Application Server for the domain called domain1. Ensure it is running
before you proceed.
Here are detailed instructions, if you need them:
a. Click Start > Programs > Oracle WebLogic > User Projects > domain1
> Start Admin Server for WebLogic Server Domain.
b. Wait until you see the message SOA Platform is running and accepting requests, as
highlighted in this screenshot:
2. Log into Process Composer as mtwain (password: welcome1).

Here are detailed instructions if you need them:
a. Start a Firefox browser, and navigate to http://localhost:7001/bpm/composer.
b. Type mtwain for the Username, and welcome1 for the password.
c. Click the Login button.

Chapter 3 - Page 4
The Home page for the mtwain user appears:

3. Change project preferences to use browser locale.
Here are detailed instructions if you need them:
a. Click Preferences
b. The Preferences window appears:
c. Click the Use Browser Locale check box:
If a message appears indicating you have to sign out and sign back in for this change
to take effect, you can ignore the message.

Chapter 3 - Page 5
d. Click OK.
4. Create a blank BPM project called SalesQuote in the default folder. Do not enable
sharing.
a. Click Create New Project.

b. In the Choose a source section, select Create a blank Project.
c. In the Name the project section, type SalesQuote.
d. Deselect Enable Sharing, and ensure Begin editing now is not selected.
e. In the Create the project section, click Next.

f. Examine the settings available in the Choose a Folder and Deployment Options
sections of this window, but do not change them.
g. When you have finished, click the Create button in the Create section on the right.
h. The window refreshes, and your new (blank) project is displayed.

Chapter 3 - Page 6
5. Create a simple manual process called RequestQuote, with a Start activity, an End
activity, and one User Task activity.

a. In the SalesQuote pane on the left, right-click Processes, click New, and select
Process:
The New Process window displays:
b. Name the process RequestQuote, select Manual Process from the Pattern list, and add
a short description:

Chapter 3 - Page 7

c. Click OK.
The RequestQuote process appears in the canvas. It was created with a Start event,
an End event, and a User Task called UserTask.

Chapter 3 - Page 8
Practice 3-2: Adding User Tasks, Swimlanes, and Roles

Overview
In this practice, you add several User Tasks to the process model. Then, you add swimlanes
and roles to the process, moving each task into position according to which role will perform the
task.
Assumptions
Tasks

1. Change the label of the default User Task to Enter Quote Details.
To relabel a User Task, double-click the label and type the new name, double-click the task
to display the Properties window and type the new name, or right-click the task, select
Properties, and type the new name.
Here is the result:
2. Add the following User Tasks to the RequestQuote process model after the Enter
Quote Details task, in order:
Business Practices Review
Approve Deal
Approve Terms
Finalize Contracts
When you have finished, your process model should look like this:

In general, you can use either the Component Palette or the Component Menu to add flow
elements.
If you use the Component Palette, you need to click, hold, and drag the flow
element to the canvas. To add another element, click, hold, and drag the next flow
element, and so on.
If you use the Component Menu, you need to select the flow element from the
appropriate menu. The cursor changes to reflect the type of flow element you have

Chapter 3 - Page 9
selected. (You do not need to hold and drag the flow element.) Click on the canvas
where you want the flow element to be. You can click on the canvas multiple times
to add multiple flow elements. When you have finished adding flow elements of that
type, click the Select button.
Since you are adding multiple elements of the same type, the Component Menu is more
convenient to use. The following instructions describe that method.
a. To make space for the User Tasks you will be adding to the process model, move the
End event to the far right:

b. Select User Task from the task menu in the Component Palette:
The cursor changes to reflect the selected flow element:
c. Position the cursor to the right of Enter Quote Details, directly on the transition
line. You want this new task to be in the process flow, so ensure the transition line is
highlighted (as shown). Then click to add this task to the flow.
The new User Task is added, with the default name UserTask0.
d. Add three more User Tasks in a similar fashion. Your process model should now look
like this:
e. Click the Select button to get out of Select mode.

Chapter 3 - Page 10
f. Double-click the User Task labels to relabel them to Business Practices Review,
Approve Deal, Approve Terms, and Finalize Contracts. Your process model
should now look like this:
3. Add swimlanes and roles as shown in this screenshot, and move each task into position
according to which role will perform the task:

Start by creating a new role called SalesRep and assigning that role to the first swimlane.
a. Either double-click Process Owner (the current label on the swimlane), or right-click
Process Owner and select Properties:
The Edit Lane window appears:


Chapter 3 - Page 11

Currently the only roles that exist are the Process Owner role and the Automatic
Handler role. These are default roles.
b. To add a new role, click the Plus sign.

The Create Role window appears:
c. Type SalesRep and click OK:
Back on the Edit Lane window, the new role SalesRep appears in the Role field.

Chapter 3 - Page 12
d. Click OK.
The swimlane should now be labeled SalesRep.

Now lets add more swimlanes and roles, positioning each task in the appropriate swimlane
according to which role performs the task.
e. Drag the Business Practices Review task into the space below the SalesRep
swimlane.
A new swimlane is created, and it is labeled Unsigned Role:
f. Double-click Unsigned Role, and follow the instructions earlier in this section to
create a new role called BusinessPractices. Assign that new role to the swimlane
containing the Business Practices Review task.
Your swimlanes and first few flow elements should now look like this:

Chapter 3 - Page 13

g. Continue in this fashion to move Approve Deal into a new swimlane associated with
a new role called Approvers, and move Approve Terms, Finalize Contracts,
and the End event into a new swimlane associated with a new role called Contracts.
h. To optimize the layout of the swimlanes, click the Autolayout button in the toolbar
on the upper left of the editor.
Your process model should now look like this:

Chapter 3 - Page 14
Practice 3-3: Adding Gateways to the RequestQuote Process

Overview
In this practice you add gateways to the RequestQuote process so quotes meet specific
conditions in order to proceed through the process. You add a Business Rule Task early in the
process, and a Service Task at the end to save the quote. Lastly, you save a private copy of the
SalesQuote project.
Assumptions

Tasks
1. As currently modeled, process instances proceed from the Enter Quote Details task
straight through to Finalize Contracts under all circumstances, regardless of whether
they need Business Practices Review, whether they pass that review, and whether the deal
and terms are approved. Add gateways to the RequestQuote process so instances
flowing through the process are evaluated as follows:
After quote details are entered, the quote is evaluated to determine if Business
Practices Review is required. If it is required, the process instance undergoes
Business Practice Review. If not, it proceeds to the next step in the process.
Approve Deal and Approve Terms do not have to be done sequentially. They
can be done in parallel.
If a quote requires Business Practices Review and fails that review, the instance
flows back to Enter Quote Details, where the quote can be revised and
resubmitted.
If a quote fails either the Approve Deal or Approve Terms task, the instance
flows back to Enter Quote Details, where the quote can be revised and
resubmitted.
For a sample process model incorporating these changes, see the end of the detailed
instructions section for this task.
Note: In this release, there are sometimes problems when you use the Component Menu to
add transitions. Therefore, use the Component Palette when adding transitions.
Start by adding an Exclusive Gateway named Is Business Practices Review
Required between Enter Quote Details and Business Practices Review. This
Exclusive Gateway will control whether a quote, once entered, needs to go through the
Business Practices Review task or can go straight to the Approve Deal task.
These instructions describe how to use the Component Palette to add the Exclusive
Gateway.
a. Find the Exclusive Gateway icon on the Component Palette:

Chapter 3 - Page 15

b. Click and hold the Exclusive Gateway icon, and drag it from the Component Palette to
a position on the canvas to the left of the Business Practices Review task. Then
release the mouse.
An Exclusive Gateway called ExclusiveGateway0 appears:
c. Double-click the gateway label, and change the name of the Exclusive Gateway to Is
Business Practices Review Required?
d. Using the Component Palette (not the Component Menu), draw a conditional transition
from the new gateway to Business Practices Review.
e. Label the conditional transition Yes.
f. Delete the default transition from Enter Quote Details to Business Practices
Review, because you want the process to flow to the gateway.
g. Add a default transition from Enter Quote Details to the gateway, and from the
gateway to Approve Deal. Label this second transition No.
The first few elements in your process model should now look like this:

Chapter 3 - Page 16

As currently modeled, the Approve Deal and Approve Terms tasks are done
sequentially. Add a Parallel Gateway so these two tasks can be done simultaneously.
a. Using the Component Palette, add a Parallel Gateway to the left of the Approve Deal
task.
Parallel Gateways have two parts: the gateway, and the merge element:
b. Label the gateway Approvals, and label the merge Approvals Merge.
c. Delete the default transitions coming out of Is Business Practices Review

Required? and Business Practices Review. Create new default transitions
from both of these flow elements to the Approvals Parallel Gateway:

Chapter 3 - Page 17

d. Delete the transitions between Approvals and Approvals Merge, between
Approve Deal and Approve Terms, and between Approve Terms and Finalize
Contracts.
e. Reposition the flow elements so Approval Deal and Approve Terms are aligned
vertically in their respective swimlanes. Position the Approvals gateway on their left,
and Approvals Merge on their right
f. Add default transitions from Approvals to Approve Deal, from Approve Deal to
Approvals Merge, from Approvals to Approve Terms, from Approve Terms to
Approvals Merge, and from Approvals Merge to Finalize Contracts.
The last part of your process model should now look like this:

Chapter 3 - Page 18

As currently modeled, process instances proceed from Business Practices Review to
the Approvals gateway whether or not the Business Practices Review is successful. Add
an Exclusive Gateway called Business Practices Outcome to handle a rejected
Business Practices Review.
a. Add an Exclusive Gateway to the right of Business Practices Review, and call it
Business Practices Outcome.
b. Delete the default transition from Business Practices Review to the Approvals
gateway.
c. Create a default transition from Business Practices Review to Business
Practices Outcome.
d. Create a conditional transition called Business Practices Rejected from
Business Practices Outcome to the Enter Quote Details task.
e. Create a default transition called Business Practices Approved from Business
Practices Outcome to the Approvals gateway.
Your process model should now look like this:

Chapter 3 - Page 19
As currently modeled, process instances proceed from Approvals Merge to the

Finalize Contracts task regardless of the status of the approvals. Add an Exclusive
Gateway called Approvals Outcome to handle possible rejection of the deal or the terms
of the deal.
a. Add an Exclusive Gateway to the right of Approvals Merge, and call it Approvals
Outcome.
b. Delete the default transition from Approvals Merge to the Finalize Contracts
task.
c. Create a default transition from Approvals Merge to Approvals Outcome.
d. Create a conditional transition called Deal or Terms Rejected from Approvals

Outcome to the Enter Quote Details task.
e. Create a default transition called Approved from Approvals Outcome to the
Finalize Contracts task.
Your process model should now look like this
2. Add a Business Rule called Determine Approvals after Enter Quote Details.
a. Using either the Component Menu or the Component Palette, add a Business Rule
Task after the Enter Quote Details task.
b. Relabel the Business Rule Task to Determine Approvals.
The first few elements of your process model should look like this:

Chapter 3 - Page 20

3. Add a Service Task called SaveQuote after Finalize Contracts.
a. Using either the Component Menu or the Component Palette, add a Service Task after
the Finalize Contracts task.
b. Relabel the Service Task to SaveQuote.
The end of your process model should look like this:
Your entire process model should look like this:
4. Save a private copy of the SalesQuote project.


Chapter 3 - Page 21
If you deselected Enable Sharing when you created the SalesQuote process and have
not toggled Shared editing on, then you should be in Private editing mode. (The word
Private should appear in the project toolbar in the upper right.)
a. If you are not already in Private editing mode, select Private:
The screen refreshes and indicates that you are editing the project in Private mode:

b. Once you are in Private editing mode, click Save to save your project.

Chapter 3 - Page 22

Chapter 4 - Page 1
Chapter 4



Chapter 4 - Page 2

Practices Overview
In these practices, you will share a BPM project between BPM Composer and BPM Studio
users via the BPM Metadata Service (MDS) repository. You will also edit a simple process in
BPM Studio.

Chapter 4 - Page 3
Practice 4-1: Sharing BPM Projects Across Multiple Users

Overview
In this practice, you share a BPM project between BPM Composer and BPM Studio. You start in
BPM Composer, publishing the SalesQuote project you created in an earlier practice. Then
you access BPM Studio, create an application, retrieve the project from MDS, make a minor
edit, and republish the project. Finally, you retrieve and view the revised project in BPM
Composer.
Instructions are at two levels: high level and detailed. Try to perform the task using the high
level instructions. If you need assistance, consult the detailed instructions.

Assumptions
Tasks
1. Share the SalesQuote project you created in the previous practice, and acquire a lock on
it.
The upper right corner of your BPM Composer screen should look similar to the following
screenshot, indicating that you are editing a private copy of the project:
a. Click the arrow to the right of Private, and select Share.
The application window refreshes and should show that you are in Shared, Editing
mode:
You now have a lock on this project, and it is shared, not private.
2. Publish the SalesQuote project to the BPM Metadata Service repository.
a. Click Editing and select Publish.

Chapter 4 - Page 4
The application refreshes and shows that you no longer have a lock on this project.

3. Access BPM Studio using the Default Role.
a. Click Start > Programs > Oracle Fusion Middleware 11.1.1.3.0 > JDeveloper Studio
11.1.1.3.0.
b. When prompted to select a role, select Default Role:

Chapter 4 - Page 5

Note: You need to use the Default Role in order to access the BPM Metadata Service
(MDS) repository.
c. If an Oracle JDeveloper pop-up warning appears regarding the Java version you are
running, select the Skip This Message Next Time check box, and click Yes to proceed.
d. If a Tip of the Day window appears, read the tip and click the X to close the window.
The main screen of BPM Studio appears:

Chapter 4 - Page 6

4. Create a BPM application called SalesQuoteLab with one project: Project1. It is not
necessary to create a process in that project.
a. In the Application Navigator, click New Application:
The Create BPM Application Step 1 of 3 window appears:

Chapter 4 - Page 7

In this window, you name your application, specify the directory in which it will reside,
and select which application template to use to create the application.
b. In the Application Template section, name the application SalesQuoteLab, ensure BPM
Application is selected, and click Next:

Chapter 4 - Page 8

In this window, you specify the name of this applications first project.
c. Leave the project name as is, and click Next:

Chapter 4 - Page 9

This window lists the SOA settings for the project you are creating.
d. Click Finish.
The application and project are created, and the Create BPMN Process wizard
appears:

Chapter 4 - Page 10

e. As you do not need to create a process at this point, click Cancel.
A Confirm Action pop-up window appears asking if you want to cancel the wizard.
f. Click Yes to proceed.
In the Application Navigator, you should see your new application and project:
5. In the BPM MDS Navigator, configure a connection called MDSConnections1 to BPM

MDS.
a. If the BPM MDS Navigator is not displayed, click View > BPM MDS Navigator:

Chapter 4 - Page 11

This is the BPM MDS Navigator:
b. Click the Configure Connection down arrow, and select Configure Connection:
The Configure Connection window appears:
c. Click OK.

Chapter 4 - Page 12
The BPM MDS Navigator now displays two folders: Public and Templates:
d. Expand the Public folder.

You should see the SalesQuote project:

6. Check out and lock the SalesQuote project you published in BPM Composer.
a. Click Refresh to ensure you have the latest data from MDS.
b. In the BPM MDS Navigator, right-click the SalesQuote project and select Check out.
The Check out window appears:
c. If you want to change the name of the project, you could change it here. Lets leave the
name as is. Click OK.

Chapter 4 - Page 13
The Project Locking window appears:
d. Click Yes.
The BPM MDS Navigator reappears.

Notice the project now has a lock icon to indicate that it is locked.
7. Open the RequestQuote process in the BPMN Process Editor window.
a. Click BPM Project Navigator to display that window.
Now that you have checked out the SalesQuote project, it is listed in the BPM Project
Navigator:
b. Expand the SalesQuote project.

The various components of the project are listed:
c. Expand the Processes folder, and select RequestQuote.

The RequestQuote structure displays in the lower pane:

Chapter 4 - Page 14

d. Double-click the RequestQuote process in the BPM Project Navigator.
The process appears in the BPMN Process Editor window:
Notice that many of the tasks, gateways, and transitions show a yellow Warning
symbol. That is because you have accessed BPM Studio using the Default role, which

Chapter 4 - Page 15
is the role Developers typically use. The Warning symbols indicate that these flow
objects have not been implemented yet.
8. Make the following minor change to the process model: add a description to the Business
Practices Outcome gateway, as follows:
If the quote fails the Business Practices Review task, route it back to Enter Quote Details.
Otherwise, send it on for approval.
a. Right-click the Business Practices Outcome gateway, and select Properties:

The Properties window appears:
b. Add the text in the instructions above to the Description field:
c. Click OK.
There is no change to the flow element in the process model:

Chapter 4 - Page 16
9. Save and publish the revised project to BPM MDS.

a. Click the Save All button:

The Save icon is disabled as a result:
b. In the BPM Project Navigator, right-click the SalesQuote project and select Publish
to BPM MDS.
The Publish to BPM MDS window appears:

Chapter 4 - Page 17

c. Select the Override check box to overwrite the project version currently stored in MDS,
and click OK:
Your revised project has been published to MDS.

10. In BPM Composer, acquire a lock on the SalesQuote project as if you were planning to
edit the process, and view the change to the Description field of the Business Process
Outcome gateway.
a. If your BPM Composer session has timed out, log in again. (If it is still active, start with
step d below.)
b. On the main screen of the Welcome Page, look for the SalesQuote project and click
its header to open it. (Alternatively, click Project > Open a Project and select it from
the list.)

Chapter 4 - Page 18
c.

The project opens:
Right-click RequestQuote and select Open:
Chapter 4 - Page 19

The process opens in the main window:
d. Notice you are in Read-Only mode. To acquire a lock on the project, click the down
arrow next to Read-Only, and select Edit:
The screen refreshes. In the upper right corner, you can see that you are in Shared,
Editing mode. The main window now includes the Component Palette:

Chapter 4 - Page 20

e. Right-click the Business Practices Outcome gateway, and select Properties:
The Exclusive Gateway window appears, and you can see the new Description:

Chapter 4 - Page 21

f. Click Cancel to close this window without saving changes.
11. Release the lock, making sure you do not save any changes you may have inadvertently
made.
a. In the upper right corner, click the down arrow next to Editing, and select Discard:
The page refreshes and indicates that you are back in Read-Only mode:

Chapter 4 - Page 22
Practice 4-2: Editing Processes in BPM Studio

Overview
In this practice you use BPM Studio to create a BPM project and to model a simple order
processing process.
Assumptions
Tasks

1. In the SalesQuoteLab application, create a BPM project named MyProject that includes a
simple manual process called MyProcess.
a. In BPM Studio, in the Application Navigator, verify that the SalesQuoteLab application
is selected.
b. In the Application Menu, select New Project:
The New Gallery window appears:
c. In the Categories pane, select BPM Tier:

Chapter 4 - Page 23

Notice the options in the Items pane on the right change accordingly.
d. Ensure BPM Project is selected in the Items pane, and click OK.
The Name your project window appears:
e. Type MyProject in the Project Name field:

Chapter 4 - Page 24

Notice that the folder name in the Directory field changes accordingly.
f. Ensure that BPM and SOA are listed in the Selected pane on the right, and click Next.
The Configure SOA settings window appears:
g. Ensure that Composite With BPMN Process is selected, and click Finish.
The project is created, as you can see in the Application Navigator:

Chapter 4 - Page 25

The Create BPMN Process wizard opens automatically:
h. Select From Pattern. Automatically, the available patterns are listed:

Chapter 4 - Page 26

i. Ensure Manual Process is selected, and click Next.
The window that displays prompts you to provide a name and description for your new
process:
j. Type MyProcess in the Name field.

Chapter 4 - Page 27

Notice that the value in the Id field changes to match what you have typed.
k. Click Finish.
The new process appears in the BPMN Process Editor:
2. The User Task in MyProcess shows a warning because it has not yet been implemented.
Implementation is a Developer task. Set message severity so you see errors, but not
warnings.
a. In the upper right corner of the BPMN Process Editor, click the Highlighting Level
button (which currently displays Show Warnings):
The Highlighting Level toolbar appears:

Chapter 4 - Page 28
b. Click in the middle of the toolbar.
c. Then click anywhere in the canvas.

The page refreshes, and the Highlighting Level button now displays Show Errors.
The User Task no longer displays a warning symbol:
3. Display the Structure view corresponding to your new process, and expand the Activities
folder in that view.
a. In the BPM Project Navigator, expand the MyProject folder:
b. Expand the Processes folder:

Chapter 4 - Page 29
Notice your new process is listed.

c. Select MyProcess.

Notice the Structure view at the bottom displays structural components of the selected
process.
d. In the Structure view, expand the Activities folder.
Notice the activities listed match what is in your process.

4. Click Save All to save your work:
5. Using MyProcess, model a simple order processing process. Your goal is to build a
process model like the following, including appropriately named activities, swimlanes,
gateways, and transitions.

Chapter 4 - Page 30

Notice that not all activities are User Tasks. The Pack and Ship task is done offline.
Oracle BPM cannot manage this task, but as a Process Analyst, you want to include it in
the model. Use a Manual activity for this task.
a. To rename the User Task, right-click it and select Properties:
The Properties window displays.

b. In the Name field, type Get Order, and click OK:
The task is renamed:
c. To make room for the tasks you will be adding, move the End event to the right:

Chapter 4 - Page 31
d. If the Component Palette is not visible in the right pane, click View and select
Component Palette.
e. In the Component Palette, ensure BPM is selected:

f. In preparation for adding activities to the process model, expand the Activities folder in
the Component Palette:
Here is the expanded Activities folder:

Chapter 4 - Page 32

g. To add a User Task to the process model, select (click and release) User from the
Component Palette. (If you prefer, you can click, hold, and drag the object.)
h. Position the mouse on the transition line between Get Order and End. If properly
placed, the transition line turns blue:
i. When you release the mouse, you are prompted to provide a name for the new User
Task. Type Check Inventory:

Chapter 4 - Page 33

j. Click OK.
The Check Inventory task appears in the process model, with transitions properly
rerouted:
k. In a similar fashion, add the Back Order Product User Task between Check Inventory
and End.
l. To add the Pack and Ship Manual activity, select (click and release) Manual from the
Activities folder in the Component Palette:
m. Position the Manual activity between Back Order Product and End, and label it Pack
and Ship.

Chapter 4 - Page 34
n. Not all of these tasks are performed by participants in the same role. Click and drag the
Pack and Ship activity below the swimlane:

When you release the mouse, the Role properties window appears:
o. The Pack and Ship task is performed by participants who have the ShippingClerk
role. If this role exists, you can select it from the Role list. Otherwise, click New.
The Role window appears:
p. Type ShippingClerk, and click OK.

Chapter 4 - Page 35
The Role properties window reappears, and the selected role is now ShippingClerk:

q. Click OK.
Back in the BPMN Process Editor, the new swimlane is labeled ShippingClerk:
r. Move the End event to the right of the Pack and Ship activity:
s. To relabel the first swimlane and add the OrderProcessing role, start by right-clicking
the swimlane label and selecting Properties:

Chapter 4 - Page 36
The Role properties window appears.

t. Follow previous instructions to add a new role and apply it to the selected swimlane.
Call the new role OrderProcessing.

The swimlanes should now be properly labeled:
Note: To optimize the size of the layout, click Automatic Layout, ensure OFF and
Optimize lanes is selected, and click Run layout once.
u. In preparation for adding the Exclusive Gateway labeled In Stock?, collapse the
Activities folder and expand the Gateways folder in the Component Palette:

Chapter 4 - Page 37

v. Select Exclusive, and place it in the position shown in this screenshot:
w. Label the gateway In Stock?
x. Select the transition between Check Inventory and Back Order Product, and move the
right end point of the transition to the In Stock? gateway.

Chapter 4 - Page 38
y. To add a conditional transition between In Stock? and Back Order Product, right-click
the gateway and select Add conditional sequence flow:
z. Click the Back Order Product task.

The conditional transition is drawn from the gateway to Back Order Product.

aa. To label that transition, right-click the transition and select Properties:
The Transition window appears.

bb. Type No in the Name field, and click OK.
cc. In a similar fashion, add a default transition from the gateway to Pack and Ship, and
label the transition Yes.

Chapter 4 - Page 39

Your model is now complete:
6. Click the Save All button to save your work.

Chapter 4 - Page 40

Chapter 5 - Page 1
Chapter 5



Chapter 5 - Page 2

Practices Overview
In these practices, you use information from the lesson to answer questions about a sample
business process. You then apply your knowledge of BPMN flow objects to sketch a design for
a simple subprocess. Finally, you apply your written answers and sketched design to the task
of modeling a process in Process Composer.

Chapter 5 - Page 3
Practice 5-1: Using Additional BPMN Flow Objects

Overview
In this practice you use information from the lesson to answer questions about the business
process below. You then apply your knowledge of BPMN flow objects to sketch a design for a
simple subprocess.

Examining a Business Process Model
In this task you answer questions about the flow objects in the business process above.
Question numbers correspond to the flow object numbers in the diagram. You may wish to
refer to the component palette in Process Composer for hints to some of these questions.
1. What kind of event triggers this business process?
-----------------------------------------------------------------
2. What kind of task/activity might you use here if validation involves:
a. querying a database for customer information?
-----------------------------------------------------------------
b. applying a standard set of criteria to the incoming customer information?
-----------------------------------------------------------------
c. accepting this customer after a manager reviews this?
-----------------------------------------------------------------

Chapter 5 - Page 4
d. completing multiple tasks, including validating customer information, performing a

credit check and approving the size of the order?
-----------------------------------------------------------------
3. Answer the following questions about flow object 3 above:

a. What kind of flow object is this?
-----------------------------------------------------------------

b. Which is the default path?
-----------------------------------------------------------------

-----------------------------------------------------------------
b. What will happen if this path is followed?
-----------------------------------------------------------------
5. Assuming that inventory can be checked in an ERP (Enterprise Resource Planning)

system, what kind of task/activity would you use for flow object 5 above?
-----------------------------------------------------------------

a. Name at least two different types of tasks/activities you might use here. Describe
when each would apply and why.
-----------------------------------------------------------------
b. If you chose to use a User Task here, who would be assigned the task in the
workflow application?
-----------------------------------------------------------------

a. Assuming that shipping of goods is done by hand, what kind of task/activity
would you use in this model?
-----------------------------------------------------------------

Chapter 5 - Page 5
b. What kind of status tracking would the BPM tool maintain for the task/activity type
you used?
-----------------------------------------------------------------

-----------------------------------------------------------------

b. What happens when this step in the process is completed?
-----------------------------------------------------------------
c. Could this process end with a different type of flow object? If so, what choices
would you have? If not, why not?
-----------------------------------------------------------------

Chapter 5 - Page 6
Designing and Modeling a Simple Process

In this task you create a design for flow object 2 in the business process above.
1. Assume that step 2 (VALIDATE CUSTOMER) above includes completing multiple tasks,
including validating customer information, performing a credit check and approving the
size of the order. You have chosen to define these steps in a subprocess. Diagram that
subprocess below, using the following criteria:
Include start and end events in your model. Indicate which type you selected
and why.
Assume that there are no dependencies among the activities. All three should

run simultaneously. Build your model accordingly.
Validating customer information involves applying a standard set of criteria to the
incoming data. Choose your activity type accordingly.
Doing a credit check involves invoking a remote application. Choose your
activity type accordingly.
Have management approve the transaction if the amount is over 1000.

Chapter 5 - Page 7
Building a Process
In this practice, you are challenged to apply the information from this lesson, and prior lessons
and practices to model a process. Some tips to get you started appear below. Additional
guidance can be found on the solution page at the end of this practice.
1. Use Process Composer to create the model illustrated at the beginning of this practice.
Add the model to project MyProject, which you created at the end of the Using BPM
Studio lesson. Given that the project was created in BPM Studio,
a. What step(s) will you need to complete to make the project available to Process
Composer?

b. What step(s) will you need to complete to enable editing in Process Composer?
2. Name the new process MyDesign.
3. Use the illustration and the table on the next page as a guide for creating your model.
4. When you are done with your model, save it and close Process Composer.

Chapter 5 - Page 8

Name Type Add Notes Here
1 Start message
2 Validate Customer subprocess Use the solution diagram on page 11.
3 Customer Valid? Exclusive Gateway
4 Terminate
5 Check Inventory Service task
In Stock? Exclusive Gateway
6 Produce Goods User Task
7 Ship Goods Manual Task
8 End message

Chapter 5 - Page 9
Solution
1. What kind of event triggers this business process?
A message start event.
2. What kind of task/activity might you use here if validation involves:

a. querying a database for customer information?
A service task.
b. applying a standard set of criteria to the incoming customer information?
A business rule task.

c. accepting this customer after management review of the information?
A user task.
d. completing multiple tasks, including validating customer information, performing a
credit check and approving the size of the order?
A subprocess.

An exclusive gateway.
b. Which is the default path?
The path to check inventory (denoted by the slash).

A terminate end event.
b. What will happen if this path is followed?
Execution of the process stops abruptly. No error handling is executed.
5. Assuming that inventory can be check in an ERP (Enterprise Resource Planning)

system, what kind of task/activity would you use for flow object 5 above?
A service task.

a. Name at least two different types of tasks/activities you might use here. Describe
when each would apply and why.
Based on the limited information provided, several kind of tasks might be
appropriate, including a service task (to invoke a remote service), a user task (to
involve a human being), or something more complex like a send/receive pair of
tasks (or throw/catch events) that perform an asynchronous call to a remote
process.
b. If you chose to use a User Task here, who would be assigned the task in the
workflow application?
Someone in Manufacturing (based on the swim lane).

Chapter 5 - Page 10

a. Assuming that shipping of goods is done manually, what kind of task/activity
would you use in this model?
A manual task.
b. What kind of status tracking would the BPM tool maintain for the task/activity type
you used?
None. Manual tasks are by definition not managed by BPM or any other
software tool.

A message end event.
b. What happens when this step in the process is completed?

The token is consumed. A message is sent. The process is terminated.
c. Could this process end with a different type of flow object? If so, what choices
would you have? If not, why not?
Yes, it could with other flow objects. Several types of end events (message,
none, signal) could be valid choices for the happy path flow. Note that a
terminate end object was used in the model (step 4). An error end object might
also have been used here in certain circumstances.

Chapter 5 - Page 11
Solution
Here is one possible solution to the instructions to model a subprocess.

1. A none start is the only possible start event for an embedded subprocess.
2. A parallel gateway is used to allow simultaneous execution of all 3 tasks.
3. A business rule task allows application of a standard set of business criteria to the
incoming data.
4. A service task allows invocation of a remote service.
5. An exclusive gateway allows for conditional execution of the approval task.
6. A user task allows human interaction with the process data.
7. A none end is the only possible end event for an embedded subprocess.

Chapter 5 - Page 12
Solution
Here is what your finished model might look like:

Here is what your subprocess might look like:

Chapter 5 - Page 13

Chapter 5 - Page 14

Chapter 6 - Page 1
Chapter 6



Chapter 6 - Page 2

Practices Overview
In this practice, you will enter both End-User and Developer documentation in the process
model you have been building in the course.

Chapter 6 - Page 3
Practice 6-1: Documenting Business Processes

Overview
In this practice you enter documentation for a task in the SalesQuote project.
Assumptions
Tasks

1. In the SalesQuote project, you would like to indicate to the Developers that Business
Practices Review should take place only if the discount in the quote is greater than 30%.
Where could you document this requirement? List at least five ways. Choose one way and
document this requirement.
First, here is a list of ways you could document this requirement for Developers and other
Process Analysts:
Edit the Documentation tab for the Is Business Practices Review Required? gateway.
Edit the Description in the Properties for that gateway.
Edit the Documentation tab for the Business Practices Review activity.
Edit the Description in the Properties for that activity.
Add an Annotation in the process model near the Is Business Practices Review
Required? gateway.
These instructions describe one of these methods: editing the Documentation tab for the Is
Business Practices Review Required? gateway in BPM Studio.
a. In the RequestQuote process model, select the Is Business Practices Review
Required? gateway.
b. If the Documentation tab is not selected, select it.
Here is a sample:
Question: The Type Documentation is selected. Who is the target audience for this
documentation?

Chapter 6 - Page 4
Answer: End Users, that is, those who perform the tasks in the process.
c. Select Use Case Documentation from the Type menu:
d. Type the text of your documentation.

e. Click Save All to save your work.
2. You want those performing the Business Practices Review task to have the following help
available to them: For higher risk contracts (high discount, high revenue), ensure
appropriate business practices are being followed.
Edit the SalesQuote project to add that help text. (Note that you cannot test this in BPM
Workspace because the SalesQuote project is not implemented.)
a. In the RequestQuote process model, select the Business Practices Review activity.
b. If the Documentation tab is not visible, click Documentation.
c. Ensure Documentation is selected in the Type list.
d. Type the text of your documentation.

Chapter 6 - Page 5
e.

Click Save All to save your work.
Chapter 6 - Page 6

Chapter 7 - Page 1
Chapter 7



Chapter 7 - Page 2

Practices Overview
In these practices, you will apply information from the lesson to create holiday rules and
calendar rules and map them to organizational units. You also create a new role and map users
to that role.

Chapter 7 - Page 3
Practice 7-1: Setting Up the BPM Organization

Overview
In this practice you apply information from the lesson as you create holiday rules and calendar
rules and map them to organizational units. You also create a new role and map users to that
role.
Verifying the Lab Environment

In this task you verify the start state of your lab environment.

1. Verify that the WebLogic Application Server is running before you proceed. Recall that it will
be running in an open command window on your desktop.
2. If it is not already open, open BPM Studio (JDeveloper) now.
3. In BPM Studio, use the Application Navigator to open Application SalesQuoteLab if it is not
already open.
4. In BPM Studio, examine the resource palette and verify that connection
MyAppServerConnection is defined. (You will connect to your application server later in this
practice.)

Chapter 7 - Page 4
Creating a New Role

In this task you create roles to define who is responsible for performing the activities and tasks
within your process. Assume you want to define a new role to your project in anticipation of
needing it for a user task within a process model.
To create a new role:

1. In the BPM Project Navigator (in BPM Studio), expand project MyProject, where you will
create a new role.

2. Right-click Organization and select Open.
The Organization Editor opens.
3. In the Organization Editor window, ensure the Roles tab is selected.
4. Click the Add icon, and supply the name Author for your new role.
5. Click OK.

Chapter 7 - Page 5
Adding Members to a Role

In this task you add members to a role. This allows you to define which members of your real-
world organization are responsible for performing the activities and tasks within your process.
This task utilizes the connection to your application server that you verified in an earlier task.
To add members to a role:

1. If your editor is not still open to the Roles tab of the Organization editor from the previous
task, complete the following steps.
a. In the BPM Project Navigator, expand the project where you want to add members to
a role.

b. Right-click Organization, and select Open.
c. In the Organization Editor window, select the Roles tab.
2. Select the role (Author) you created in the previous task.
3. Click the Add User icon.
The Identity Lookup dialog box is displayed.
4. Select the type of application server and realm.
In this practice, the values MyAppServerConnection and jazn.com will work.
Note: The jazn.com (Java AuthoriZatioN) Identity Service is based on LDAP. It provides
user/group/role lookup functionality, and stores organization hierarchy information. It is
provided as part of the default SOA infrastructure installed with the BPM Suite. Upon
installation, it is pre-populated with demo user community information, including the author
names you have been using in this course.
5. Enter the search pattern j*, and click the Search icon.
All users who match the search pattern are displayed.
6. Select user jlondon from the search results, and click Select.

Chapter 7 - Page 6

7. Click OK to dismiss the Identity Lookup dialog.
8. When you are finished, select Save All from the File menu
Creating Holidays
In this task you create three sets of holiday rules that you will then assign to calendars.
To create a holiday rule:

1. If your editor is not still open to the Organization editor from the previous task, complete the
following steps:
a. In the BPM Project Navigator, expand the project where you want to create a new
holiday rule.
2. Select the Holidays tab.
3. Repeat steps a and b three times, to create holiday rules for the US, Europe and India:
a. In the Organization Editor window, click the Add icon.
b. Provide a name for the holiday rule and click OK.
4. For one of the three holiday rules, add at least two holidays by completing the following
steps:
a. Select the holiday rule from the list, and click the Add icon.
The Holiday dialog box appears.
b. For each holiday, provide the following information and click OK.

Chapter 7 - Page 7
Description: A description of the holiday.

Type:
Date: The date for this holiday. To specify a range, you must create a new entry for
each day.

5. Click OK.
6. When you are finished, select Save All from the File menu.

Chapter 7 - Page 8
Creating a Calendar
In this task you create three calendars that can be assigned to organizational units.
To create a calendar:
following steps:
calendar.

2. Select the Calendar tab.
3. Complete the following steps three times to create calendars for the US, Europe and India
organizational units.
a. Click the Add icon.
b. Provide a name for the calendar, and click OK.
c. Select the holiday rule from the list.
d. Click the checkbox next to each day of the week you want to include.
e. Specify the start and end time for each day.
f. Select the appropriate holiday rule from the drop-down list.
4. When you are finished, select Save All from the File menu to save your calendar.

Chapter 7 - Page 9
Creating an Organizational Unit

In this task you create multiple organizational units within an organization.
To create an organizational unit:

following steps:
calendar.

2. Select the Organizational Chart tab.
3. Select Organizational Chart, and click the Add icon.
4. Provide the name Sales for your organizational unit, and click OK. This defines the top-level
organizational unit.
5. Repeat the following steps three times to create regional divisions named US, Europe and
India.
a. Select the Sales organizational unit you just created, and click the Add icon in the
Organization Chart section.
b. Provide the name for the organizational unit, and click OK.
c. Select the appropriate calendar rule from the drop-down list.
6. When you are finished, select Save All from the File menu to save your organizational chart.

Chapter 7 - Page 10

Chapter 8 - Page 1
Chapter 8



Chapter 8 - Page 2

Practices Overview
In these practices, you will create a process simulation model and a project simulation definition.
Then, you run this simulation, analyze the results, and improve the process.

Chapter 8 - Page 3
Practice 8-1: Configuring Simulations

Overview
In this practice you create a process simulation model and a project simulation definition. In the
next practice, you will run this simulation, analyze the results, and improve the process.
Assumptions
Assume you expect the following behavior for your RequestQuote process:

BPMN Component Attributes
Start Instances are created every 5 minutes
Enter Quote Details Activity takes about 20 minutes (normal distribution
with a standard deviation of 3 seconds)
Activity has a fixed cost of $30
Activity uses organizational resources (minimum
cost)
Is Business Practices 10% of quotes require Business Practices Review,
Review Required? and the rest proceed to approvals
Business Practices Review Activity takes about 30 minutes (normal distribution
cost)
Business Practices 90% of quotes coming out of the Business
Outcome Practices Outcome gateway proceed to the
Approvals gateway, and the rest are sent back to
the Enter Quote Details activity
Approve Deal Activity takes about 20 minutes (normal distribution
cost)
Approve Terms Activity takes about 10 minutes (normal distribution
cost)
Approvals Outcome 80% of quotes coming out of the Approvals
Outcome gateway proceed to Finalize Contracts,
and the rest are sent back to the Enter Quote
Details activity

Chapter 8 - Page 4

Finalize Contracts Activity takes about 20 minutes (normal distribution
cost)
Tasks
1. Access BPM Studio using the BPM Process Analyst role in one of the following ways:

Exit BPM Studio and restart it, selecting the BPM Process Analyst role.
Click Tools, select Preferences, select Roles in the left pane, select BPM Process
Analyst in the right pane, and click OK. Then, confirm the restart which is necessary to
apply that change.
You can configure and run simulations using the Default role as well, but as the SalesQuote
process has not been implemented, you will see numerous warning symbols on the flow
objects.
2. Create a simulation model named NormalLoad with the specifications defined in the
Assumptions section at the beginning of this practice, and save your work.
a. In the BPM Project Navigator, expand the SalesQuote project, and expand the
Simulations folder.
b. Right-click Simulation Models, and select New Process Simulation.
The Create Process Simulation window appears:

Chapter 8 - Page 5

c. In the Simulation Model name field, type NormalLoad.
d. Click OK.
The NormalLoad simulation model appears, with the Process Information tab
displayed:
At this point you could specify the number of process instances to be created, but the
instructions suggest instead that you specify that instances are created every 5
minutes, which can be done in the Flow Nodes tab when you customize the Start
event.

Chapter 8 - Page 6
e. Click the Flow Nodes tab.

The Flow Nodes tab appears, with Approvals Outcome selected in the left pane:

You can set the simulation parameters in any order. Lets follow the order shown in the
instructions, starting with the Start component.
f. In the left pane, select the Start flow node.
The window refreshes to show just a single tab for the Start event, namely, Instance
Creation:
g. The specifications state that instances are created every five minutes. Set the
Distribution Type to Constant, and set the Period to 5 minutes:
This completes the configuration for the Start flow node. The next flow node listed in
the specifications is Enter Quote Details.
h. In the left pane, select the Enter Quote Details flow node.
The window refreshes to show the Duration tab of Enter Quote Details:

Chapter 8 - Page 7

i. Leave the Distribution Type as Normal, but change the Mean to 20 minutes, with a
Standard Deviation of 3 seconds:
j. Click the Cost tab, and set the activity cost to $30:
k. Click the Resources tab, select Use Organization Resources, and set the Participant
Selection Policy to Minimum Cost:
No further changes are required to the Enter Quote Details simulation parameters.
Next on the list is the gateway called Is Business Practices Review Required?
l. In the left pane, select the Is Business Practices Review Required? gateway.
The window refreshes to show the Outgoing Flows tab for that gateway:

Chapter 8 - Page 8

m. As the instructions suggest, set the slider for Business Practices Review to .1. The
Approvals slider automatically gets set to .9.
n. Click the Save All button to save your changes so far.
o. Proceed through the rest of the BPMN components in the instructions list, setting
simulation parameters. Save your work periodically. For your convenience, the next
page contains another copy of the specifications.

Chapter 8 - Page 9

Start Instances are created every 5 minutes
Enter Quote Details Activity takes about 20 minutes (normal distribution
cost)
Is Business Practices 10% of quotes require Business Practices Review,

Review Required? and the rest proceed to approvals
Business Practices Review Activity takes about 30 minutes (normal distribution
cost)
Business Practices 90% of quotes coming out of the Business
Outcome Practices Outcome gateway proceed to the
Approvals gateway, and the rest are sent back to
the Enter Quote Details activity
Approve Deal Activity takes about 20 minutes (normal distribution
cost)
Approve Terms Activity takes about 10 minutes (normal distribution
cost)
Approvals Outcome 80% of quotes coming out of the Approvals
Outcome gateway proceed to Finalize Contracts,
and the rest are sent back to the Enter Quote
Details activity
Finalize Contracts Activity takes about 20 minutes (normal distribution
cost)
p. When you have finished, click the Save All button one more time to ensure your
changes are saved.
3. Create a project simulation definition called AsIsQuoteSimulation as follows, and save
your work:

Chapter 8 - Page 10
Specify that the simulation should have a duration of 10 hours.

Allow in-flight instances to finish before the simulation ends.
Do not use calendar rules.
Include the RequestQuote process in the simulation definition, and select the
NormalLoad simulation definition.
Include the following roles in this simulation definition, with the specified cost and
capacity. (Leave Name, Efficiency, and Availability at the default settings.)
Approvers: $60, 2
BusinessPractices: $50, 1

Contracts: $90, 3
SalesRep: $40, 6
a. In the BPM Project Navigator, expand the SalesQuote project, and expand the
Simulations folder.
b. Right-click Simulation Definitions, and select New Simulation:
The Create Project Simulation window appears:
c. In the Project Simulation field, type AsIsQuoteSimulation:

Chapter 8 - Page 11
d. Click OK.
The Project tab of the Simulation Definition window appears:

e. Change Duration to 10 hours.
f. Select the Let in-flight instances finish before simulation ends check box.
g. Ensure the Use calendar rule check box is deselected.
h. In the process and model table, ensure NormalLoad appears in the Model column, and
check the box in the Include in simulation column:
i. Click the Resources tab:

Chapter 8 - Page 12

j. To add roles to the Resources table, click the plus sign on the far right.
k. Double-click the Roles field to activate the selection list, and select Approvers.
l. Double-click the Cost field to activate the editor, and set the Cost to $60.
m. Double-click the Capacity field to activate the editor, and set the Capacity to 2.
n. Click the plus sign, and add the BusinessPractices, Contracts, and SalesRep roles,
setting their Cost and Capacity as follows.
BusinessPractices: $50, 1
Contracts: $90, 3
SalesRep: $40, 6
Leave Name, Efficiency, and Availability at the default settings.
Your completed Resources tables should look like this. (Your start time will be
different.)
o. Click the Save All button to save your work.

Chapter 8 - Page 13
Practice 8-2: Running Simulations

Overview
In this practice you run the simulation, analyze the results, and improve the process.
Assumptions
Tasks

1. Ensure the RequestQuote process is open, and run the AsIsQuoteSimulation simulation
using the animation option. Pause the animation after about 30 seconds. Using the
animated model only, answer the following questions:
Are there any bottlenecks? If so, where?
How many resources are being used by the Approve Deal activity?
By looking at the simulation animation, can you tell how many resources were
allocated to that activity?
How large is the queue in Approve Deal? Is this in a Warning state, or in an Error
state?
How many resources are being used by the Enter Quote Details activity?
a. If the RequestQuote process model is not displayed, right-click RequestQuote in the
BPM Project Navigator, and select Open.
The process model displays.

b. Ensure the Simulations window is visible at the bottom of your Studio window. If it is
not, click the View menu and select Simulations. You can reduce the height of the
Simulations window significantly to maximize the size of your RequestQuote model, but
ensure you can see the Simulation field and the Run, Stop, Pause, and Run to the
End buttons to the right of it.
c. From the Simulations list in the Simulations window, select the project simulation
definition you want to run, namely, SalesQuote AsIsQuoteSimulation:
d. Click the Start button:


Chapter 8 - Page 14
e. Allow the simulation to run for about 30 seconds. Then click the Pause button:
Here is a sample screenshot of the animation after approximately 30 seconds:

Question: Are there any bottlenecks? If so, where?
Answer: At a glance, you can see red queue bars for both Approve Deal and Approve
Terms. These are bottlenecks (based on how you have defined Queue Warning Size
for these activities).
Question: How many resources are being used by the Approve Deal activity?
Answer: The bar on the right above the Approve Deal activity indicates that two
resources are currently being used by that activity.
Question: By looking at the simulation animation, can you tell how many resources
were allocated to that activity?
Answer: Since you selected Use Organization Resources for this activity in the process
simulation model, resources were allocated in the project simulation definition and are
available but not fixed. When you define resources in that manner, the animation does
not display the number of resources allocated to the activity.
Question: How large is the queue in Approve Deal? Is this in a Warning state, or in an
Error state?

Chapter 8 - Page 15
Answer: The bar on the left indicates queue size and is red. It is therefore in an Error
state based on the Queue Warning Size you configured for this activity in the process
simulation model.
Question: How many resources are being used by the Enter Quote Details activity?
Answer: Four.
2. Stop the simulation, and then run it again to the end. Examine the Time charts (high-level
and drill-down) in Bar format, and answer the following questions:
Which activity takes the longest?
How long should that activity take to complete (that is, how long did you estimate it
would take when you configured the simulation model)?

Are there any clues regarding why the activity takes so long to complete?
Which activity or activities have little or no wait time associated with them?
What changes could you make to resolve the issue? (Do not make any changes yet.)
a. Click the Stop button to stop the animated simulation.
b. Your focus is now on the simulation results, so if you reduced the height of the
Simulations window before, increase it now.
c. To run the simulation in the background with no animation, click the Run to the End
button:
d. Select the Chart tab, and select Bar from the list of chart types:
e. Select Time from the list of indicators:
The page refreshes. Here is a sample Time bar chart for the simulation:

Chapter 8 - Page 16

From this high-level view, you can tell that the average process time is 3 hours and 45
minutes.
f. Simplify the chart by deselecting all the Time indicators except Average process time
and Average waiting time.
The chart refreshes. Here are sample results:

Chapter 8 - Page 17

g. To investigate further, click the Drill down button to display the time chart by activity.
The time chart refreshes, and you see time bars for all activities, gateways, and events.
h. To focus on the interactive tasks, click the Select activities button, expand
RequestQuote, and deselect the check boxes of the other components. Here is a
sample:

Chapter 8 - Page 18

Once you have finished deselecting components you do not need, the window
refreshes. Here is a sample.
Question: Which activity takes the longest?

Answer: The Approve Deal activity has an Average Process Time of close to three
hours.
Question: How long should that activity take to complete (that is, how long did you
estimate it would take when you configured the simulation model)?
Answer: We estimated that the activity would take 20 minutes to complete.
Question: Are there any clues regarding why the activity takes so long to complete?
Answer: The Average Waiting Time is around two and a half hours. It appears that
orders going through this activity are backed up for most of the processing time, with
no one working on them.
Question: Which activity or activities have little or no wait time associated with them?
Answer: Enter Quote Details has no wait time in the simulation.
Question: What changes could you make to resolve the issue? (Do not make any
changes yet.)

Chapter 8 - Page 19
Answer: Here are some options:

You could check your simulation model to see if your assumptions regarding this
activity (and the other components that precede this activity) are correct. For
example, this activity takes only ten minutes (on average) to complete. Perhaps a
different percentage of quotes are routed to Approve Deal. Changing either of
these parameters in the simulation model (assuming they reflect expected
conditions) could change how the process behaves.
You could revisit the business need for an approval chain that results in an
average time of 20 minutes to complete.
You could increase resources for this activity, possibly reallocating resources
from an activity that has more resources than it needs.

3. Upon closer inspection, you notice that the Enter Quote Details activity has more resources
than it needs. The allocation for the SalesRep role is six, but only four are typically used.
On the other hand, there are not enough Approvers. Lets experiment with decreasing the
number of SalesReps from six to four, and increasing the number of Approvers from two to
four. Make those changes, rerun the simulation, and answer the following questions:
What changes do you notice in the simulation animation?
What changes do you notice in the simulation results (high level and drill down time
charts)?
Has the problem been resolved?
Are there new problems?
a. Open the AsIsQuoteSimulation project simulation definition, and click the
Resources tab.
Currently the Capacity of Approvers is set to two, and SalesRep is set to six:
b. Increase the Capacity of Approvers from two to four, and decrease the Capacity of
SalesRep from six to four:

Chapter 8 - Page 20

c. Click Save All to save your work.
d. Rerun the simulation in animation mode. Allow the simulation to run for about 30
seconds. Then click the Pause button.
Here is a sample screenshot of the animation after approximately 30 seconds:
Question: What changes do you notice in the simulation animation?

Answer: There is no longer a backup at the Approve Deal activity. There is still a
backup at Approve Terms.
e. Allow the simulation to run another minute. Then click the Pause button.
Question: What changes do you notice in the simulation animation?
Answer: Theres a backup at Enter Quote Details and Approve Terms. If you scroll
right, you will see there is also a backup at Finalize Contracts.

Chapter 8 - Page 21
f. Click Stop to stop the animated simulation.

g. To run the simulation in the background with no animation, click the Run to the End
button.
h. Examine the high-level Time chart.
Here is a sample:

Question: What changes do you notice in the simulation results (high-level time chart)?
Answer: Average Process Time has increased slightly, and Average Wait Time has
gone down a little..
i. Drill down to display the time chart by activity, and remove the bars for all but the
interactive activities.
Here is a sample:
Question: What changes do you notice in the simulation results (drill down time chart)?
Answer: Approve Deal and Approve Terms no longer have high wait times. Enter
Quote Details has some wait time, although not dramatic. The average process time
and wait time for Finalize Contracts have gone up considerably.

Chapter 8 - Page 22
Question: Has the problem been resolved?

Answer: The problem with Approve Deal has been resolved.
Question: Are there new problems?
Answer: Now Finalize Contract backs up, so you need to look into making further
changes.
4. Optional: Create additional simulation models, experimenting with the following types of
changes. (In the interest of time, if you prefer not to create new simulation models, edit the
existing one.)
Increase the number of instances flowing through the process.
Change the gateway ratios or approval ratios.

Reduce or increase the number of people assigned to an activity or role.
Run these new simulation models and compare the results.
5. When you have finished, close the Simulation Definition and Simulation Model editor
windows, and exit BPM Studio.

Chapter 8 - Page 23

Chapter 8 - Page 24

Chapter 9 - Page 1
Chapter 9



Chapter 9 - Page 2

Practices Overview
In this practice, you perform a few setup steps as an Administrator, and then you use Oracle
BPM Workspace to participate in a running process.

Chapter 9 - Page 3
Practice 9-1: Participating in a Running Process

Overview
In this practice, prior to participating in a running process, you perform a few setup steps.
Specifically, you create the Tier1ApprovalGroup group in Oracle BPM Workspace and deploy
the SalesQuoteProcess project using BPM Studio. Then you log into Oracle BPM Workspace as
an end user to participate in the running process. As one user, you enter a number of quotes.
Then you log in as various other users and complete the user tasks in the process. You also
display end-user documentation for a task.

Assumptions
Tasks
1. Ensure the WebLogic Application Server is running. There should be a command prompt
window labeled Start Admin Server for WebLogic Server Domain. Here is a sample:
If the WebLogic Application Server is not running, click Start > Programs > Oracle
WebLogic > User Projects > domain1 > Start Admin Server for WebLogic Server Domain.
Wait until you see the message SOA Platform is running and accepting requests.
2. The Tier1ApprovalGroup group is needed for the human workflow in the deployed process.
Create this group, and add the cdoyle user as a member.
a. Open a Firefox browser window, and navigate to http://localhost:7001/bpm/workspace.
The Oracle Business Process login page appears:

Chapter 9 - Page 4

b. Log in using as weblogic with a password of welcome1.
The Oracle Business Process Workspace Tasks page appears, with the My Tasks tab
selected:
c. Click Administration in the top right corner.

The Administration window appears

Chapter 9 - Page 5

d. In the Task Administration section in the left pane, click Approval Groups.
The Groups window appears:
e. Click the down arrow to the right of Groups, and select Create Static:
The Details window appears:

Chapter 9 - Page 6
f. In the Name field, type Tier1ApprovalGroup:

Ensure you have typed the name correctly, as the application will be looking for exactly
this name.
g. Click the Add Member icon (the plus sign on the far right) to add a user to this group.
The Add to Group window appears:
h. Type cdoyle in the Member field, and click OK.

The Details window reappears, and it now lists cdoyle as a member.
i. Click Apply to apply these changes.


Chapter 9 - Page 7
j. Click Logout to log out of BPM Workspace.
Open the SalesQuoteDemo application in BPM Studio, and deploy the

SalesQuoteProcess project to BPM run time.
3. Open the SalesQuoteDemo application in BPM Studio. The SalesQuoteDemo application is
in the D:\JDeveloper\mywork\SalesQuoteDemo folder.
a. Access Oracle BPM Studio using the Default role.
b. Click File > Open.
c. Navigate to the D:\JDeveloper\mywork\SalesQuoteDemo folder:

d. Select the SalesQuoteDemo.jws file, and click Open.
The application appears in the Application Navigator:

Chapter 9 - Page 8

You now have two applications open, as you can see by clicking the down arrow next
to SalesQuoteDemo:
4. Deploy the fully implemented SalesQuoteProcess project to BPM run time as follows:
a. In the Application Navigator, right-click SalesQuoteProcess and select Deploy >
SalesQuoteProcess.
The Deployment Action window of the Deploy SalesQuoteProcess wizard appears:

Chapter 9 - Page 9
b.

Click Next to continue.
The Deploy Configuration window appears:
Chapter 9 - Page 10

c. Although it is not necessary to select the Overwrite any existing composites with the
same revision ID check box when you first deploy the project, it is a good idea to
select this check box now so you can reuse the deployment configuration if you
redeploy.
d. Click Next to continue.

The Task flow deployment window appears:

Chapter 9 - Page 11

e. Select Overwrite EAR, and select Projects. (All the Composites will be selected as
well.)

Chapter 9 - Page 12

f. Click Next to continue.
The Select Server window appears:
g. Select the MyAppServerConnection server:
h. Click Next to continue.


Chapter 9 - Page 13
The SOA Servers window appears:

i. Ensure that the AdminServer is running, and click Next to continue.
The Summary window appears:
j. Click Finish to deploy the project.

The Messages, Deployment, and Compiler views in the lower pane of BPM Studio
display the progress of the deployment. When deployment has finished, you should
see messages similar to the following samples.
Here is a sample Messages Log window:
Here is a sample Deployment Log window:


Chapter 9 - Page 14
Here is a sample Compiler Log window:

You can ignore these warning messages.
The SalesQuoteProcess project is now deployed to your BPM run time.
5. Exit BPM Studio, saving any files that have changed.
As an end user, participate in the running process by entering quotes.

6. Log into Oracle BPM Workspace as vhugo (password: welcome1), and enter the following
five quotes:
Opportunity Account Industry Product Quantity Discount
ID Name
1230 A Corp Manufacturing BPM Suite 1 25%
1231 B Corp Software BPM Suite 3 35%
1232 C Corp Finance BPM Suite 10 70%
1233 D Corp Manufacturing BPM Suite 40 90%
1234 E Corp Software BPM Suite 50 65%

a. Log into Workspace as vhugo with a password of welcome1.
selected:

Chapter 9 - Page 15

Question: Does vhugo have any tasks listed in his Worklist?
Answer: If this is the first time you have logged in, there should be no tasks listed.
b. In the Applications panel, click the RequestQuote process:
A new window appears, displaying the Enter Quote Header page:
c. Type the following values:

Opportunity ID: 1230
Account Name: A Corp
Industry: Manufacturing

Chapter 9 - Page 16
Valid Until: <a date of your choosing, in the future>

Here is a sample:

d. When you have finished, click Select Products in the navigation tool at the top of the
page:
The Select Products page appears:
e. Select and drag BPM Suite from the Available Products list to the Selected Products
list.

Chapter 9 - Page 17

f. To navigate to the next page, click Request Discounts in the navigation tool at the top
of the page:
The Request Discounts page appears:
g. In the Requested Discount field, type 25 and click Enter.

The page refreshes, and the Net Revenue value now reflects the discount (compared
to the list price:

Chapter 9 - Page 18
h. To navigate to the next page, click Request Terms in the navigation tool at the top of
the page:
The Enter Proposed Business and License Terms page appears:

i. There are no business and license terms to add, so click Review Quote in the
navigation tool at the top of the page:
The Review and Submit Quote page appears:
j. Review the quote, and if you are satisfied, click the SUBMIT button:
The window closes, and vhugos Task page refreshes.

k. Enter the following quotes in a similar fashion, adding the appropriate quantities and
discounts as shown here:
Opportunity Account Industry Product Quantity Discount
ID Name
1231 B Corp Software BPM Suite 3 35%
1232 C Corp Finance BPM Suite 10 70%
1233 D Corp Manufacturing BPM Suite 40 90%
1234 E Corp Software BPM Suite 50 65%

Chapter 9 - Page 19
Log in as different end users, and participate in the process.

7. Log out of Oracle BPM Workspace, and log back in as jstein (password: welcome1).
jsteins Tasks page appears:

Question: How many tasks does jstein have in his queue? What type of task(s)?
Answer: There are four Business Practices Review tasks in jsteins queue.
Question: Recall that you entered five quotes. Why are there only four Business Practices
Review tasks? (Hint: Look at the rules table in the lesson.)
Answer: One of the quotes (the quote for A Corp) qualifies for self-approval as the discount
is less than 30%. As such, it does not require Business Practices Review. The other four
quotes do require Business Practices Review according to the rules table.
8. As jstein, approve the Business Practices Review task for B Corp.
a. In the My Tasks tab, when you select a task, you should see details regarding that task
in the lower pane. Display the details for the B Corp quote. You may need to expand
the size of the lower panel to see all the details.

Chapter 9 - Page 20

b. There are two ways to perform actions on this task. You can either click the Approve
button in the lower panel, or click the Actions down arrow under My Tasks and select
Approve. Use one of these methods to approve this quote.
The Tasks page refreshes.
9. Log into Workspace as cdickens (password: welcome1) and look for Approve Quote Terms
tasks. (There should be two.) Examine the help provided for one of these tasks.
a. Log out of BPM Workspace as jstein, and log in as cdickens with a password of
welcome1.
selected. Here is a sample:

Chapter 9 - Page 21
b. Select one of the tasks in the worklist.

Details for that task appear in the lower pane. Here is a sample:

c. To view end-user documentation for this task, click the blue i icon next to Details:
End-user documentation for this task appears:
d. Close the end-user documentation window.

10. Time permitting, continue approving or rejecting tasks, logging in as different users
(eheming, jverne, wfaulk, jlondon, cdoyle, cdickens, jstein, vhugo) to see the current task
list for each user. For the sake of an upcoming practice, be sure to leave at least a few
quote instances in the process (that is, do not complete the processing of all quotes).
Here is information to help you predict which users have specific tasks related to the quotes
you entered earlier:
Business Practices Review is required for all quotes with discounts greater than 30%.
For the Approve Deal task, the following rules apply:

Chapter 9 - Page 22
Quote Conditions Tier3? Tier2? Tier1?

discount <=30% N/A N/A N/A
discount >30% and <60% N/A N/A N/A
discount >=60% and <90%, N/A wfaulk N/A
and revenue < $550,000
discount >=90%, manager (eheming) wfaulk N/A
and revenue < $550,000
discount >=60%, manager (eheming) + wfaulk + cdoyle
and revenue >= $550,000 managers manager jlondon

(jverne)
Here are the users mapped to each role. (Recall that for the Approve Deal task, participants
are determined by the business rule, not by the role assigned to the task.)
SalesRep: vhugo
BusinessPractices: jstein
Approvers: cdickens
Contracts: cdickens, wfaulk
Process Owner: jstein
11. When you have finished, log out of BPM Workspace.

Chapter 9 - Page 23

Chapter 9 - Page 24

Chapter 10 - Page 1
Chapter 10



Chapter 10 - Page 2

Practices Overview
In these practices, you view out-of-the-box dashboards and create a custom dashboard in
Oracle BPM Workspace.

Chapter 10 - Page 3
Practice 10-1: Viewing Out-of-the-Box Dashboards in BPM Workspace

Overview
In this practice, you log into Oracle BPM Studio, open the fully implemented and deployed
SalesQuoteProcess project (in the SalesQuoteDemo application), and check its project
preferences and the preferences for the RequestQuote process within it. You ensure sampling
point data is collected for User Tasks only, and that run-time data is sent to Oracle BPM Cubes.
You then log into BPM WorkSpace and view out-of-the-box dashboards for that project.

Assumptions
Tasks
1. Access Oracle BPM Studio using the Default role, and open the SalesQuoteDemo
application.
a. Access Oracle BPM Studio using the Default role.
b. In the Application Navigator, ensure the SalesQuoteDemo application is selected.
2. The SalesQuoteDemo application has a project called SalesQuoteProcess. Within that

project, there is a RequestQuote process. Verify that sampling point data is collected for
User Tasks only and that no User Task activities are excluded.
a. Display the BPM Project Navigator:
b. Right-click the SalesQuoteProcess project, and select Project Preferences:

Chapter 10 - Page 4
The Project Preferences window appears:

c. In the Category menu, ensure Process Analytics Summary is selected.
d. In the Process Analytics Summary pane, in the Project Sampling Points section,
ensure Generate for Interactive(s) only is selected.
Notice that the project sampling points are set to generate for interactive activities only,
namely, User Tasks.
This process also contains custom business indicators that are listed in the Process
Analytics Summary section. Ignore these for now.
e. Click Cancel to close the Project Preferences window.
f. Expand the project, and expand the Processes folder.

Chapter 10 - Page 5
g. Right-click the RequestQuote process, and select Properties.

The General tab of the Properties window appears:
h. Click the Advanced tab. The Advanced tab should look like this:

Chapter 10 - Page 6

The RequestQuote process is set to inherit the project default, which as you saw
earlier is to generate sampling points for User Tasks only.
i. Click Cancel to close the Properties window.
j. Open the RequestQuote process by right-clicking RequestQuote and selecting Open:
k. To verify that the Enter Quote activity is set to inherit the process default, right-click the
activity and select Properties.
The Basic tab of the Properties window appears:

Chapter 10 - Page 7

l. Click the plus sign to the left of Sampling Point.
The Sampling Point settings appear:
Notice that this activity is set to inherit the process default settings for sampling points,
which in turn is set to inherit the project settings. As you saw earlier, the project setting
is to generate sampling points for User Tasks only.
m. Click the Cancel button to close the Properties window.
n. Verify that all other User Tasks in the RequestQuote process inherit the process
default settings for sampling points.
3. For the SalesQuoteProcess project, verify that sampling point run-time data is sent to
Oracle BPM Cubes (so you can view the standard dashboards in Oracle BPM WorkSpace).

Chapter 10 - Page 8

a. In the BPM Project Navigator, right-click the SalesQuoteProcess project, and select
Project Preferences:

b. In the Project Preferences window, in the Process Analytics Summary pane, click the
Data Targets tab.
The Data Targets tab appears:

Chapter 10 - Page 9

c. Ensure the Enable Cubes check box is selected.
Notice that in this case, Enable BAM is also selected. This is in preparation for the
BAM practice in a later lesson.
d. Click the Cancel button to close the Project Preferences window.
4. Exit BPM Studio.
5. Using a Firefox browser, log into BPM WorkSpace as jstein, display the Workload per
process dashboard, and drill down to display the workload for each activity in the process.
For the Business Practices Review activity, display the active instances waiting for
completion.
a. Open a Firefox browser window and navigate to http://localhost:7001/bpm/workspace.
b. Log in as jstein (password: welcome1).
c. Click the Standard Dashboards tab:
The Standard Dashboards tab appears:

Chapter 10 - Page 10

Note that by default, it takes 30 minutes for data from a running process to appear in
the BPM Workspace dashboard. If you entered and approved quotes more recently
than that, you will not see your data right away.
d. If the Workload per process dashboard is not displayed, select it from the Show list:
There is only one process running: RequestQuote. In our example, there 18 active
instances.
e. To drill down and see the active workload per activity, click the bar in the Workload per
process chart:


For the process selected on the left, the Workload quantity per activity chart appears
on the right.
f. The jstein user should be able to see individual instances for the Business Practices
Review activity. Click the Business Practices Review bar in the chart on the right to see
active instances waiting for completion. Here is an example:


6. Optionally, explore other dashboards in the Standard Dashboards tab.
7. When you have finished, log out of BPM Workspace.

Practice 10-2: Creating Custom Dashboards in Oracle BPM

Workspace
Overview
In this practice, you define business indicators, measurement marks, and counters in the
SalesQuote project. (This is the project you developed from scratch.) Then, you examine
existing business indicators, measurement marks, and counters in the fully implemented and
deployed SalesQuoteProcess project. Finally, you create a custom dashboard in BPM
WorkSpace based on data from the deployed project.

Assumptions
Tasks
1. In the SalesQuote project, define the following business indicators:
Name Business Indicator Type Data Type How Used
industry Dimension String Specifies one way process
analytic data may be sliced
discount Measure Int Keeps track of the discounts
applied in the quote
numQuoteEdits Counter Int Counts the number of times
the quote is revised
revenueDimension Dimension Int Specifies one way process
analytic data may be sliced
For the revenueDimension business indicator, specify ranges for dividing numerical
revenue data into a finite set of values:
Name Start Finish
<100K 0 100000
100K 250K 100001 250000
250K 500K 250001 500000
>500K 500001 214783646
Note: 214783646 is the largest value possible.
a. Access BPM Studio using the Default role.
b. In the Application Navigator, select the SalesQuoteLab application. (This is the
application you developed from scratch.)

c. In the BPM Project Navigator, expand the SalesQuote project and the Processes folder
within that project.
d. Select the RequestQuote process. The Structure window for that process should

display in the lower pane:
e. In the RequestQuote Structure pane, right-click Business Indicators and select

New:
The Create Business Indicator window appears:


f. Create a business indicator named industry, as follows:
Name Business Indicator Type Data Type
industry Dimension String
Do not add any ranges, and leave the Auto initialize check box selected.
g. Click OK to create the business indicator.

Back in the RequestQuote - Structure pane, the new business indicator is listed:

h. In a similar fashion, create three more business indicators, as follows:

Name Business Indicator Type Data Type
discount Measure Int
numQuoteEdits Counter Int
revenueDimension Dimension Int
For the revenueDimension business indicator, which is a numerical dimension (it has a
data type of Int), you are required to specify ranges.
i. Click the plus sign in the Range section and specify ranges for dividing numerical
revenue data into a finite set of values. Here is a sample:
Name Start Finish
<100K 0 100000
100K 250K 100001 250000
250K 500K 250001 500000
>500K 500001 214783646
Note: 214783646 is the largest value possible.
When you have finished creating all four business indicators, the RequestQuote
Structure window should look like this:
2. In the SalesQuote project, add a measurement mark named QuoteEntered right after the
Enter Quote Details activity. This measurement mark should be of type Single
Measurement, and it should include the discount business indicator.

a. In the BPM Project Navigator, double-click the RequestQuote process to display the
process in the central panel.
b. In the Component Palette, expand the Artifacts folder, and select Measurement:

c. Place the cursor between the Enter Quote Details activity and the Determine Approvals
activity, positioning it so the transition between these activities turns blue. Then click to
place the measurement mark on that transition:
The measurement mark appears on the process model:
d. Right-click the new measurement mark, and select Properties:

The Measurement Mark Properties window appears;
e. In the Measurement Type section, ensure Single Measurement is selected. Name the
measurement mark QuoteEntered. Select discount[Measure] from the list of available
business indicators, and click the right arrow to move the business indicator to the
Selected pane. When you have finished, the Measurement Mark Properties window
should look like this:


f. Click OK to save the properties of your new measurement mark.
In the RequestQuote Structure window, the measurement mark should appear on
the list of Measurements:
3. Earlier in this practice, you created a counter business indicator named numQuoteEdits. In
the SalesQuote project, assign this counter to the Enter Quote Details activity. When
implemented, this counter will count the number of times a quote has to be revised due to
rejections. Save your work.


a. Right-click the Enter Quote Details activity, and select New Counter Mark:

The Counter Properties window appears:
Notice the counter business indicator that you created earlier in this practice is listed.
You could also create a new counter business indicator by clicking the plus sign.
b. Select the Assigned check box to the left of numQuoteEdits[Counter] to assign that
counter to the current activity. Then click OK.
c. Click Save All to save your changes.
d. Close the RequestQuote process editor.
Until this point in this practice, you have been working in the SalesQuote project (in the
SalesQuoteLab application) to practice defining business indicators, adding measurement
marks, and assigning counters. The SalesQuote project is not implemented. For example, no
data associations have been put in place for the business indicators and measurement marks
you have created. Deploying it in its current state would not work. Lets turn our attention to the
SalesQuoteProcess project (in the SalesQuoteDemo application), which is fully implemented
and deployed.
4. Examine the SalesQuoteProcess project to verify that it has the same business indicators,
measurement marks, and counters you defined earlier in this practice for the other project
(SalesQuote).

a. In the Application Navigator, select the SalesQuoteDemo application.

b. In the BPM Project Navigator, expand the SalesQuoteProcess project, expand the
Processes folder, and select RequestQuote.
c. In the RequestQuote Structure pane, expand the Business Indicators folder. It
should look like this:
d. To verify that these business indicators were set up like the ones you created earlier in
this lesson, right-click a business indicator and select Edit to view its properties. For
example, here is the revenueDimension business indicator:

e. In the BPM Project Navigator, double-click RequestQuote to display the process model
in the center pane. The process model has a few more activities in it than the one you
created in the SalesQuote project:

Notice the QuoteEntered measurement mark follows a script task called Set Business
Indicators. This script task arbitrarily sets some values that are used when determining
what approvals are needed.
f. To examine the properties of the QuoteEntered measurement mark, right-click the
measurement mark, and select Properties.
The Measurement Mark Properties window appears:


Notice that it is identical to the measurement mark you created in the SalesQuote
project earlier in this practice.
g. Click the Cancel button to close the Measurement Mark Properties window.
h. To determine whether the numQuoteEdits counter has been assigned to the Enter
Quote activity, right-click the activity and select Properties.
The Properties window (Basic tab) appears:


i. Click the Counter tab.
The Properties (Counter tab) window appears:
Notice the numQuoteEdits counter has been assigned to this activity.

j. Click Cancel.
In an earlier practice, you verified that for the SalesQuoteProcess project, sampling point run-
time data is sent to Oracle BPM Cubes. So everything is in place for creating a custom
dashboard in WorkSpace.
5. Using a Firefox browser, log into BPM WorkSpace and create a custom dashboard that
displays average discount against revenue and industry. The chart should group companies
in a given industry together, and for each industry show the average discount for each
revenue category ($0 to $100,000, $100,001 to $250,000, etc.).
a. Log into Oracle BPM WorkSpace as jstein (password: welcome1).
b. Click the New Page icon in the upper right corner of the window:
A new tab appears (Page), with a blank page:

c. Type a name for your new page in the Name field. For example, you can call your page
SalesQuoteLab:

d. To add a dashboard to this page, start by clicking Add Panel (on the right side of the
blank page):
The Add Panel window appears:
e. In the list on the left, select Dashboards (Charts).

The Add Panel window refreshes to show a preview of the dashboard you will be
creating:


f. Click OK.
The page refreshes, and you should see the following:
g. Type a name for your chart in the Name field. For example, you can call your chart
Chart of Instances.
h. Click the Find icon to the right of the Data Source field:
The Data Sources window appears:

i. At this point, you want to create a new data source for the chart. Click the New icon:

The Data Sources page refreshes:
j. Specify the following for the new data source:

Name Discounts-Revenue-Industry
Title Discounts by Revenue and Industry
Graph Type BAR_VERT_CLUST
Process [SalesQuoteProcess]RequestQuote
Data Type Activity and Measurement Sampling
Series revenueDimension (and select Use range?)
Group industry
Variable discount

Operation Type avg

Filter Conditions Activities is QuoteEntered
Your window should look like this:

k. Click OK to save this data source.
The chart page appears, and your new data source appears in the Data source field:
l. To save your changes, click the Apply button in the lower left corner of the chart page
(not the one in the upper right corner).


m. To view your chart, click the View Mode icon in the upper right corner:
The chart you created appears with data from running your process. Here is a sample:
In this example, you can see the following metrics:

For the Media industry:
Quotes for less than 100K in revenue had an average discount of 50%.
Quotes between 100K and 250K in revenue had an average discount of 65%.
For the Software industry:
Quotes between 100K and 250K in revenue had an average discount of 65%.

Quotes above 500K in revenue had an average discount of 30%.

6. Log out of BPM Workspace.



Chapter 11 - Page 1
Chapter 11



Chapter 11 - Page 2

Practices Overview
In these practices, you will create a simple BAM report.

Chapter 11 - Page 3
Practice 11-1: Building a Dashboard Using BAM Active Studio

Overview
In this practice, you create a BAM dashboard with two components: a three-dimensional chart
and a range gauge. Optionally, you create an alert, and you add to your report an action list that
displays alert history.
Here is a sample view of the BAM dashboard you will create:
If you perform the optional tasks of creating an alert and adding an action list, your report will Oracle University and In Motion Servicios S.A. use only
look like this:

Chapter 11 - Page 4

To build this dashboard, you will perform the following steps:
Verify that the SalesQuoteProcess project is properly configured to send data to BAM.
(This application has already been deployed, and there is no need to redeploy it. The
intention here is to examine the settings that are in place.)
Log into Workspace as a Sales Representative (vhugo), and enter a few quotes to
ensure there is data.
Create a report, defining the display title and layout (two horizontal sections).
In the top section, create a three-dimensional bar chart, defining where the data comes
from, whether the data should be filtered, and other characteristics.
In the bottom section, create a range gauge, defining where the data should come
from, whether the data should be filtered, and other characteristics.
Optional:
Create an email alert.
Insert an Action List in the bottom section of the report (to the right of the range gauge)
that displays alert history.

Chapter 11 - Page 5
Assumptions
Tasks
1. The classroom environment is not resourced as a production environment would be, so to
optimize performance for the upcoming tasks, restart the WebLogic Server as follows:
a. Close the Start Admin Server for WebLogic Server Domain command prompt
window, and click End Now in the Ending Application window.
b. Restart the WebLogic Server by clicking Start > Programs > Oracle WebLogic > User
Projects > domain1 > Start Admin Server for WebLogic Server Domain. Wait until you
see the following message: SOA Platform is running and accepting requests. (You

can proceed with the next task in the meantime, and check for this message when you
have finished the task.)
2. In the SalesQuoteDemo application (the fully implemented and deployed application), verify
that the SalesQuoteProcess project is properly configured to send data to BAM following
these specifications:
Sampling points are generated for interactive activities only.
There are four business indicators defined:
industry (Dimension)
discount (Measure)
numQuoteEdits (Counter)
revenueDimension (Dimension)
BAM is enabled with the following attributes:
BAM Adapter JNDI name is eis/bam/rmi.
Data is sent in batches.
The path to the Data Object is /Samples/Monitor Express.
a. In BPM Studio, in the Application Navigator window, ensure SalesQuoteDemo is
selected:
b. In the BPM Project Navigator, right-click SalesQuoteProcess and select Project

Preferences:

Chapter 11 - Page 6
The Project Preferences SalesQuoteProcess window appears:

Note that project sampling points will be generated for interactive activities only, and
that the Business Indicators table lists the four business indicators specified in the
instructions.
c. Click the Data Targets tab.
The Data Targets tab appears:

Chapter 11 - Page 7

Note that the Enable BAM check box is selected and that the other settings meet the
specifications. The application containing this project was previously deployed in this
state. There is no need to redeploy the project.
d. Click Cancel to close the Project Preferences window without saving changes.
3. Exit BPM Studio.
At this point, you are ready to create your report in Oracle BAM Active Studio.
4. Log into Oracle BAM as weblogic with the password welcome1.
a. Open an Internet Explorer browser (required for Oracle BAM), and navigate to
http://localhost:7001/OracleBAM.
The Oracle BAM Login page appears:

Chapter 11 - Page 8
b. In the User name field, type weblogic. In the Password field, type welcome1. Then
click Go.
The Oracle BAM Home page appears:

Create a shared report, defining the title and layout.
5. Create a shared report called Request Quote Dashboard with the following characteristics:
Layout: two horizontal sections
Display title: Request Quote Dashboard
a. On the Oracle BAM Start Page, click Active Studio.
The Oracle BAM Active Studio Home page appears:

Chapter 11 - Page 9

b. Navigate to the Shared Reports page by clicking the Shared Reports tab:
The Shared Reports page appears:
c. To create a new report, start by clicking the Create A New Report button:


The page refreshes, displaying layout options:
d. Select the layout with two equal-sized horizontal sections.

The page refreshes, showing the report options for each section:


e. In the report title section, type Request Quote Dashboard:
Create a three-dimensional bar chart in the top section.

6. In the top section of the Request Quote Dashboard, create a three-dimensional bar chart
called Discounts by Revenue and Industry that displays average discount by revenue and
industry.
Take your data from the BI_DEFAULT_QuoteProcessLab_RequestQuoteLab BAM
Data Object in the Samples/Monitor Express data objects folder.
Group the data by industry, then revenue.
Exclude quotes in which the revenue is zero.
Save the report.
Here is a sample three-dimensional bar chart:


Creating a chart involves the following steps:
Selecting the type of chart you want
Choosing the data object(s) and data field(s) to use as input for the chart
Optionally, customizing other chart properties
Here are detailed instructions, if you need them.
a. In the top section, click 3D Bar Chart:
b. The page refreshes, showing a generic three-dimensional bar chart in the top section.


At the bottom of the window, you see the Choose Data Objects view, which you can
use to specify which data object(s) to use for this chart.
c. Double-click Samples, then Monitor Express to navigate to the Data
Objects/Samples/Monitor Express folder. Then select the
BI_DEFAULT_SalesQuoteProcess_RequestQuote BAM data object, which includes
fields for the business indicators in the RequestQuote process. (This data object would
normally be created by Developers and was created as part of the course setup.)
d. Click Next to proceed.

The Choose Data Fields view appears:
The data fields listed are all part of the

BI_DEFAULT_SalesQuoteProcess_RequestQuote BAM data object.

e. To display average discounts by revenue and industry, make the following selections:
In the Group By list, select METRIC_RANGE_revenueDimension and
METRIC_industry.
In the Chart Values list, select METRIC_discount.
In the Summary Functions(s) list, select Average and deselect Sum.

f. Click Next to proceed.
At the bottom of the window, the More Options, or Finish view appears:
g. Click Change View Properties.

The General tab of the Properties view appears:
At this point, the three-dimensional chart on the top refreshes to show the current BAM
data for the selected data object and selected fields:


Question: Earlier in this practice, you entered just a few quotes. Where did the
additional data come from?
Answer: This is actual data from the RequestQuote process. Since BAM was enabled
as part of the class setup, the data shown here includes all quotes entered since the
beginning of the class, except those that are no longer in flight.
h. To change the displayed title of the chart, type Discounts by Revenue and Industry in
the View Title field. To label the vertical axis, type Discount% in the Vertical Axis
Label field. Then click Apply to see the effects of your changes:
The top section refreshes and displays the new chart title and vertical axis label:
i. To make other edits, click the Data button on the left (at the bottom of the window):

The Data Objects tab of the Data view appears:

j. Lets assume you would like to reverse the order of grouping on the X axis. Start by
clicking the Fields tab.
The Fields tab of the Data view appears:
k. In the Group By list, use the blue up and down arrows to change the order of fields.
l. Click Apply to see the effects of your changes.

The Request Quote Dashboard refreshes:


Notice the bars for each industry are now grouped together. (The first bar is for
Finance companies, the next three bars are for Manufacturing companies, and the last
four bars are for Software companies.)
m. To specify a filter, start by clicking the Filter tab.
The Filter tab of the Data view appears:
n. Specify a filter that excludes orders in which revenue is equal to zero.
o. Click Apply to see the effects of your changes.

The Request Quote Dashboard refreshes, and there is no longer a bar for revenue
equal to zero:


p. Click OK.
q. To save the report, click Save:
r. In the Save a Report window, navigate to Shared Reports/Samples/Monitor

Express, and click OK.
The Confirm Save window should appear, confirming that your new report was saved:

You have now created a report called Request Quote Dashboard.

Create a range gauge in the bottom section.
7. In the bottom section, create a range gauge called Discount Gauge that displays the
average discount of all quotes.
Take your data from the BI_DEFAULT_QuoteProcessLab_RequestQuoteLab BAM
Data Object in the Samples/Monitor Express data objects folder.
Exclude quotes in which the revenue is zero.
Specify value display ranges of 0, 30, 65, and 90.
Save the report.
Here is a sample range gauge:
Creating a gauge involves the following steps:

Selecting the type of gauge you want
Choosing the data object(s) and data field(s) to use as input for the gauge
Choosing the values to display on the range for low, low to medium, medium to high,
and high
Optionally, customizing other gauge properties
a. In the bottom section, click Range Gauge:


The page refreshes, showing a generic range gauge in the bottom section. It may not
be visible because it is covered by the Choose Data Objects view:
Now you need to configure the range gauge.

b. Navigate to the Data Objects/Samples/Monitor Express folder and select the
BI_DEFAULT_SalesQuoteProcess_RequestQuote BAM data object (the same object
you selected for the three-dimensional bar chart).
c. Click Next to proceed.

d. You would like to display the average discount for all quotes.
Select METRIC_discount from the center list.

Select Average from the list just below it.

e. When you have finished, click Next.
The More Options, or Finish view appears:
f. Click Change View Properties.

g. To change the displayed title of the gauge, type Discount Gauge in the View Title field.
In the Value display ranges section, specify values of 0, 30, 65, and 90:

h. Click Apply to see the effects of your changes.

The gauge window refreshes and displays the new title and display categories. You
can see this if you collapse the Range Gauge Edit Pane:

Here is a sample Discount Gauge view:
i. Expand the Range Gauge Edit Pane:
j. Specify a filter as you did with the three-dimensional chart so that quotes with a
revenue of zero are not considered when calculating the average discount for this
gauge.
k. Click OK.
The Discount Gauge view should appear at the bottom of the Request Quote
Dashboard. The average discount may have changed since you have defined a filter
that excludes zero revenue quotes. Here is a sample showing the both views of the
dashboard:


l. Save the report.
The next task is optional. If you do not want to perform this task, skip to the task called
View the report using BAM Active Viewer.
As an optional task, create an alert that sends an email when the average discount in the
Request Quote Dashboard is higher than a specified threshold. Then insert an Action
List view that displays alert history in the Request Quote Dashboard report.
First, create the alert.

8. Create an alert with the following properties:
Display title: Alerts
Event that triggers the alert: when the average discount in the Request Quote
Dashboard is greater than or equal to 50%; filter out rows in which the discount is zero.
Action to take: send an email to the weblogic user indicating the name of the process
that has exceeded a threshold and which threshold was exceeded. Embed in the email
a link to the Request Quote Dashboard.
Creating an alert involves the following steps:
Choosing the events and conditions that should trigger the alert
Defining the actions to take if the alert is triggered


a. Click the Alerts tab:
The Alerts window appears:

Currently, no alerts are listed in the Alert Rules section.
b. To create an alert, start by clicking Create A New Alert:
c. If the Time Zone Preferences window appears, configure your time zone preferences
or click OK to accept the default:

The Rule Creation And Edit window appears:

d. Click Create A Rule.
The Rule Creation And Edit Webpage Dialog window appears:


e. In the Rule Name field, type High Discount Alert.
Creating an alert: choosing events and conditions that should trigger the alert
f. Since you want to trigger the alert when the average discount in the Request Quote
Dashboard is higher than 50%, select When a data field in a report meets specified
conditions.
In the Rule Expression section at the bottom, a skeleton for a new rule has been
created:

In the next few steps, you define values for select report and this data field has a
condition of x.
g. Click select report.
The Select a Report window appears.
h. Select Request Quote Dashboard, and click OK.

The Rule Creation And Edit Webpage Dialog window refreshes, and the expression
in the Rule Expression section has been partially completed:
i. To specify values for the second part of the expression, click this data field has a
condition of x.
The Alert Rule Editor window appears:
The Request Quote Dashboard uses only one data object

BI_DEFAULT_SalesQuoteProcess_RequestQuoteso that is the only data object
listed.
j. Select BI_DEFAULT_SalesQuoteProcess_RequestQuote.
The Alert Rule Editor window refreshes, and at the bottom there are now three tabs:
Row Filter, Group Filter, and Group:


You can use these tabs to specify field comparisons. Use the Row Filter tab to exclude
rows in which the discount is zero.
k. Click add new entry.
The Row Filter window refreshes and displays a list of available data fields and
comparison operators that you can use to build an expression:
l. Select METRIC_discount from the Field list, select is not equal to from the
Comparison list, and type 0 in the Value field, as shown here:
m. Then click Add Entry to save the row filter condition.

The Row Filter window refreshes, and your new expression is listed:
n. Next, you need to specify that that you want the alert to fire when the average discount
is greater than or equal to 50. Start by clicking the Group Filter tab.
The Group Filter window appears:

o. Add an expression in the Group Filter tab to include groups in which the average
discount is greater than or equal to 50.
When you have finished, the Group Filter window should look like this:
p. Click OK to proceed.
The Rule Creation And Edit window appears, and your new rule is listed in the lower
section:


Note that you could add additional rule expressions at this point.
q. Click Next to proceed.
The Rule Creation And Edit window refreshes:


On this window, you can optionally select conditions, and you need to select one or
more actions to take if the alert is generated.
Creating an alert: defining the actions to take if the alert is triggered

r. In the Select an Action section, select Send a message via email.
In the Rule Expression section on the bottom, notice that the skeleton for a new rule
expression has been created: Send create message via email to select user.


Note that you need to define what message should be sent and select which user(s) to
send the message to.
s. In the Rule Expression section, click create message.
The Alert Message window appears:


In this window, you define the text of the Subject (in the case of an email) and the body
of the message. Note that you can insert data components into both parts of the
message.
t. Using a combination of manually typed text and selecting and inserting components
from the list, specify a Subject and Message Text as shown here:


Note that in the lower right section, you could also embed a link to a report.
u. When you have finished, click OK.
The Rule Creation And Edit window reappears, and in the Rule Expression section, the
first part of the email rule contains the Message Text you have defined:


You still need to specify the user(s) who should receive the alert email.
v. Click select user.
The Select Names window appears, listing all the available users:
w. Select weblogic, and click OK:

The Rule Creation And Edit window reappears, and in the Rule Expression section, the
second part of the email rule contains the email(s) you have chosen:

x. Click OK.
Back on the Alerts page, the new alert appears in the Alert Rules section:
Note that there is no need to save the alertit is automatically saved when you click
OK on the Rule Creation And Edit window.
Email is not configured in the practice environment, so you cannot test this alert in that manner.
For practice purposes, lets insert an Action List view that displays alert history in the Request
Quote Dashboard report so you can see alerts that have been generated.
Insert an Action List view that displays alert history in the Request Quote Dashboard
report.
9. Insert an Action List view that displays alert history in the bottom section of the Request
Quote Dashboard report, to the right of Discount Gauge. (The gauge should take up
approximately half of the space, and the Action List view should take up the other half.)
Here is a sample Action List alert:


a. In BAM Active Studio, click the Shared Reports tab.
The Shared Reports window appears:

b. If Request Quote Dashboard is not visible, navigate to the Shared
Reports/Samples/Monitor Express folder.
c. Select Request Quote Dashboard, and in the Actions list on the left, click Edit.
The Request Quote Dashboard appears:


d. Make space for the new alert by resizing the Discount Gauge. (Select Discount Gauge
and resize it by dragging the window from the right corner, so the gauge takes up just
the left half of the lower section.)


e. In the top menu bar, click Insert View:
The page refreshes, showing the report options for the new view:


f. Click Action List.
The Choose Data Object view appears, so you can specify which data object(s) to use
for this view:
g. Since you want to use the alert you created previously, click System, and then click
Alerts. Then select the History data object:
h. Click Next to proceed.

i. Select Subject Text and Sent Date. Use the blue arrows if you want to reorder these.

j. Click Next to proceed.

The More Options, or Finish view appears:

k. Click Change View Properties.
l. In the View Title field, type Alerts. Then click Apply to see the effects of your changes.
The Alerts view appears:
m. Click OK.
The Alerts view appears in the middle of the Request Quote Dashboard:


n. To move the Alerts view into place, click and drag it to the lower right corner, next to
the Discount Gauge, as shown here:


o. Save the report.
10. If you do not see any alerts listed, enter a few more quotes so that the average discount is
greater than 50% and an alert is generated.
Here is a sample Action List view with alert history data:
This shows you the Subject text and date of the email alert that was generated. Note that in
the classroom environment, it may take a few minutes for the data to arrive.
View the report using BAM Active Viewer.

11. View the Request Quote Dashboard using BAM Active Viewer. Where possible, drill down
to see the data behind the views.
Here are detailed instructions, if you need them.
a. If you are not logged into Oracle BAM from an earlier practice, log in as weblogic with
the password welcome1.
Here is the Oracle BAM Home page:


b. Click Active Viewer.
The Oracle BAM Active Viewer Home page appears:
c. Click the Select Report button.

The Select a Report window appears:
There are two reports listed in the Shared Reports/Samples/Monitor Express folder:
Monitor Express Dashboard
Request Quote Dashboard

Monitor Express Dashboard comes with the product. (You need to import Monitor
Express data objects into BAM before you can display data. This was done as part of
the pre-class setup.)
Request Quote Dashboard is the report you created earlier in this practice.
d. Select Request Quote Dashboard, and click OK.
The Request Quote Dashboard appears:

e. Click one of the bars in the Discounts by Revenue and Industry bar chart to drill down
to the data behind the bar.
Here is sample data:
f. On the right of the Discounts by Revenue and Industry view, click the View
operations menu button and select Back to return to the bar chart view.

g. On the right of the Discount Gauge view, click the View operations menu button
and select Show Details to drill down to the data behind the range gauge.

Here is sample data:
h. Click the View operations menu button and select Back to return to the bar chart
view.
12. Close the Active Viewer and Active Studio windows, and log out of Oracle BAM.



Chapter 12 - Page 1
Chapter 12



Chapter 12 - Page 2

Practices Overview
In these practices, you use BPM Studio to create a project template, setting editing permissions
and then publishing the project template to BPM MDS. Then, using BPM Process Composer,
you create a new project based on the project template. Finally, you edit a business rule for a
deployed project.

Chapter 12 - Page 3
Practice 12-1: Creating and Using Project Templates

Overview
In this practice you use BPM Studio to create a project template, setting editing permissions and
then publishing the project template to BPM MDS. Then, using BPM Process Composer, you
create a new project based on the project template.
Assumptions

Tasks
1. Access Oracle BPM Studio using the Default role. (You need to use the Default role in
order to publish the project template to the BPM MDS repository.)
a. Click Start > Programs > Oracle Fusion Middleware 11.1.1.3.0 > JDeveloper Studio
11.1.1.3.0.
b. When prompted to select a role, select Default Role:
The main screen of BPM Studio appears.

2. Convert the SalesQuoteProcess project to a template.
a. In the BPM Project Navigator, expand the SalesQuoteProcess project:

Chapter 12 - Page 4

b. Right-click the SalesQuoteProcess project, and select Convert to template.
In the BPM Project Navigator, the SalesQuoteProcess icon now has a small white
square on it, indicating it is a template:
3. Seal the flow and the Enter Quote activity for this template. Save your changes.
a. In the BPM Project Navigator, with the SalesQuoteProcess project expanded, right-
click the RequestQuote process and select Properties:

Chapter 12 - Page 5

The General tab of the RequestQuote Properties window appears:
b. Click the Advanced tab.

The Advanced tab appears:

Chapter 12 - Page 6

In the Seal type section, notice that both the flow and activities are sealed..
c. Since you want to seal the flow and only one of the activities (Enter Quote), deselect
the Activity Sealed check box.
d. Click OK.
Now you need to edit the properties of the Enter Quote activity to specify that you want that
activity to be sealed.
e. If the RequestQuote process is not open, double-click it in the BPM Project Navigator,
or right-click it and select Open.
The RequestQuote process opens:

Chapter 12 - Page 7

Notice there is a watermark lock icon on the far right of the process model canvas,
indicating that the flow is sealed.
f. Right-click the Enter Quote activity, and select Properties.
The Basic tab of the Enter Quote Properties window appears:

Chapter 12 - Page 8

Notice the Permissions are set to Use process permission.
g. Select Sealed from the Permissions list, and click OK.
Notice that the Enter Quote activity now has a lock on it:
No other activities should have locks.

h. Click Save All to save your changes.
4. Publish the template to BPM MDS under the name SalesQuoteProcess_FS (which stands
for flow sealed).
a. In order to publish the project, you need an open connection to the BPM MDS.
Determine if you have an open connection by opening the BPM MDS Navigator.
You should see Public and Templates folders from that repository:

Chapter 12 - Page 9
b. If you do not see the Public and Templates folders of the MDS repository, click the
Configure Connection down arrow and select Configure Connection.

The Configure Connection window appears:
c. Click OK.
The BPM MDS Navigator refreshes and displays the Public and Templates folders:
d. Open the BPM Project Navigator, right-click the SalesQuoteProcess project, and select
Publish to BPM MDS.
The Publish to BPM MDS window appears:


e. Type SalesQuoteProcess_FS in the Project Name field, and optionally add a
description:
f. Click OK.
If you navigate to the BPM MDS Navigator, the template should be listed in the
Templates folder.
It is now available for use by other users, including BPM Composer users.
5. Ensure the WebLogic Server is running for the domain1 domain.
a. There should be a Start Admin Server for Weblogic Server Domain window open and
running. Here is a sample:


6. Log into BPM Composer as user mtwain (password: welcome1).
a. Start a Firefox browser, and navigate to http://localhost:7001/bpm/composer.
b. Log in as mtwain (password: welcome1).
7. Create a new project called SalesQuoteProcess2 that is based on the
SalesQuoteProcess_FS template you created earlier. When creating the project, do not
specify an approval flow.
a. Click Create New Project:
The window refreshes and displays the first three steps in creating a new project:


b. In the Choose a source section, select Create a Project based on a Template, and
select the SalesQuoteProcess_FS template.
c. In the Name the project section, type the name SalesQuoteProcess2. Enable sharing,
but do not begin editing at this point.


d. In the Create the project section, click Next:
The window refreshes and displays steps 4, 5, and 6 of creating a project:
For this project, accept the default settings in the Choose a Folder and Deployment
Options sections. This means your project will be stored in the Repository folder and
will not require approval routing.
e. In the Create section, click the Create button:

The window refreshes, and your new project appears in the left pane:

Notice the RequestQuote process is listed in the Processes folder. The template
includes this process.
f. Open the process by double-clicking RequestQuote.
The process model appears in the main panel:


8. Examine the project to determine what is editable. Answer these questions:
Based on a visual inspection of the model, is the flow sealed? Which activities are
locked? Scroll to see the entire process model before you respond.
Try to add a new User Task named Notify Manager between Business Practices
Review and Business Practices Outcome. Are you successful?
What edits could you make to the Enter Quote task?
What edits could you make to the Business Practices Review task?
Question: Based on a visual inspection of the model, is the flow sealed? Which activities
are locked? Scroll to see the entire process model before you respond.
Answer: The flow is sealed, as you can see a large watermark on the model:


The Enter Quote activity is the only one that is locked. It has a lock icon:
g. To make edits, select Edit from the Read-Only menu:
The window refreshes, and the Component Palette appears:


h. Click and drag User Task from the Component Palette to the transition between
Business Practices Review and Business Practices Outcome. A message appears,
indicating that you cannot change the flow:
Question: Try to add a new User Task named Notify Manager between Business
Practices Review and Business Practices Outcome. Are you successful?
Answer: No, because the flow is sealed.
i. Double-click the Enter Quote activity. The Basic properties tab appears:
Nothing is editable.
j. Click the Implementation tab to display the Implementation properties. The
Implementation tab appears:

Nothing is editable here either.

Question: What edits could you make to the Enter Quote task?

Answer: None.
k. Click Cancel to exit the properties window.
l. Double-click the Business Practices Review activity. The Basic properties tab appears
You can edit the name, description, and sampling point selection.
m. Click the Implementation tab to display the Implementation properties. The
Implementation tab appears:
You can edit the change the selection in the Re initiate check box.
Question: What edits could you make to the Business Practices Review task?
Answer: you can edit the name, description, sampling point selection, and Re initiate
check box.
n. Click Cancel to exit the properties window.
Note that what is editable for both locked and not locked activities depends on the type of
activity.
9. Publish the project to BPM MDS.


a. Select Publish from the Editing menu:
The window refreshes, indicating you are back in Read-Only mode:

Your project has been published to BPM MDS.
b. Log out of BPM Composer.

Practice 12-2: Editing Business Rules at Run Time

Overview
In this practice you edit a business rule for a deployed project and commit the changes to
Oracle BPM run time.
Assumptions

Tasks
1. Log into BPM Composer as weblogic (password: welcome1).
2. Open the deployed project called SalesQuoteProcess, and display the ApprovalRules rule.
a. In the Project menu, select Open a Deployed Project.
The Open a Deployed Project window appears:
b. Expand the default folder, and select the SalesQuoteProcess project:
c. Click OK.

The main BPM Process Composer window reappears, with the SalesQuoteProcess
project in the left pane:

d. Expand the Rules folder and the Rules.Salesquoteprocess folder:
e. Double-click ApprovalRules
The Deployed Rules tab appears in the right pane, displaying the ApprovalRules.rules
tab:
3. Edit the run-time ApprovalRules business rule so jausten replaces wfaulk in both lists of
tier-2 approvers (both base and high). Save your changes, but do not commit your
changes to Oracle BPM run time.
a. In the Deployed Rules tab, click the Edit button:

The page refreshes, and ApprovalRules.rules is now editable:

The base and high list of tier-2 approvers is a global variable. As the Globals tab is
selected, you do not need to navigate elsewhere.
b. Edit the values of both tier2Approvers-base and tier2Approvers-high global variables,
replacing wfaulk with jausten:
c. Click Save to save your changes locally (that is, in your user session).
A confirmation message appears:

4. Currently the pre-approved discount is 30%. Change the pre-approved discount cutoff to
25%. Make the necessary adjustments to ensure any ranges in the decision table that
started or ended at 30% now start or end at 25% instead. Save your changes, but do not
commit your changes to Oracle BPM run time.
a. The pre-approved discount is a global variable, so you can edit it directly on the
Globals window. With the Globals tab selected, change the value of
preApprovedDiscount to 0.25:

That was easy! However, you also need to ensure that the decision table ranges are
correct. For that, you need to edit the DiscountBucket bucketset.
b. Click Bucketsets.
The Bucketsets window appears:
There are four bucketsets defined. The one you need to edit is called DiscountBucket.
c. Select DiscountBucket and click the Edit Bucketset icon:


The Bucketset Editor window appears:
Notice the bucketsets for discount are currently defined as follows (using decimal
representation for percentages):
< 0.3
>= 0.3 and < 0.6
>= 0.6 and < 0.9
>= 0.9
d. In the third row of the End Point column, change the value to 0.25, and click Enter.
The Bucketset Editor window refreshes, and the relevant values in both the Range and
Alias columns have been updated to reflect the new ranges:


e. Click OK.
The Bucketsets window reappears:
Now that you have updated the preApprovedDiscount global variable and the
DiscountBucket bucketset, check to see if the changes are reflected in the
ApprovalMatrix decision table.
f. To navigate to the decision table, start by clicking the Ruleset_1 tab.
The Ruleset_1 window appears.
g. If the IF/THEN Rules view is displayed, select ApprovalMatrix from the View list.
The ApprovalMatrix decision table appears:


Notice the R2 rule conditions reflect the updated DiscountBucket ranges.
h. Select the cell in the second row of the R2 rule, and click the down arrow.
In the resulting list of check boxes, you can see (again) that the options reflect the
updated DiscountBucket ranges.
You also see how easy it is to include or exclude bucketset ranges from rule
conditions.
i. Click Save to save your changes locally (that is, in your user session).
5. Currently high tier-2 approval is required when the discount is >= 60% and revenue is >=
$550,000. Change the revenue cutoff for requiring high tier-2 approval from $550,000 to
$500,000. Save your changes, but do not commit your changes to Oracle BPM run time.
a. In order to change the revenue cutoff in the decision table, you need to update the
RevenueBucket bucketset. Click the Bucketsets tab, select RevenueBucket, and click
the Edit Bucketset icon:


The Bucketset Editor appears:
Notice that $550,000 is currently the cutoff point between ranges 2 and 3.
b. In the second row of the End Point column, change 550000 to 500000 and click Enter.
The Bucketset Editor window refreshes, and as before, the relevant values in both the
Range and Alias columns have been updated to reflect the new ranges:


c. Click OK.
The Bucketsets tab reappears.
Now that you have updated the RevenueBucket bucketset, check to see if the changes
are reflected in the ApprovalMatrix decision table.
d. To navigate to the decision table, start by clicking the Ruleset_1 tab.
e. If the IF/THEN Rules view is displayed, select ApprovalMatrix from the View list.
The ApprovalMatrix decision table appears:
Notice the R4 and R5 rule conditions reflect the updated RevenueBucket ranges.
f. Click the Save button.
6. Validate your rule.


a. Click the Validate button:
The page refreshes, and in the Business Rules Validation Log window, you can see
whether there were any errors:

7. Commit your changes to Oracle BPM run time.
b. Click the Commit button:
The Confirm window appears:
c. Click Yes to commit your changes to Oracle BPM run time.

The Deployed Rules tab refreshes, and you are no longer in editing mode:


D66123GC10 Ag

Загружено:

Сведения о документе

Оригинальное название

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

D66123GC10 Ag

Загружено:

Авторское право:

Доступные форматы

THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.

COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED

Oracle University and In Motion Servicios S.A. use only

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Restricted Rights Notice

Oracle University and In Motion Servicios S.A. use only

U.S. GOVERNMENT RIGHTS

Technical Contributors and Reviewers

This book was published using: Oracle Tutor

Practices for Lesson 1 .....................................................................................................................................1-1

Practices for Lesson 2 .....................................................................................................................................2-1

Practices for Lesson 3 .....................................................................................................................................3-1

Oracle University and In Motion Servicios S.A. use only

Practices for Lesson 4 .....................................................................................................................................4-1

Practices for Lesson 5 .....................................................................................................................................5-1

Practices for Lesson 6 .....................................................................................................................................6-1

Practices for Lesson 7 .....................................................................................................................................7-1

Practices for Lesson 8 .....................................................................................................................................8-1

Practices for Lesson 9 .....................................................................................................................................9-1

Practices for Lesson 10 ...................................................................................................................................10-1

Practices for Lesson 11 ...................................................................................................................................11-1

Practices for Lesson 12 ...................................................................................................................................12-1

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Oracle BPM 11g Modeling Table of Contents

Oracle BPM 11g Modeling Table of Contents

Practices for Lesson 1

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Oracle University and In Motion Servicios S.A. use only

Practices for Lesson 1

Practices for Lesson 1

Oracle University and In Motion Servicios S.A. use only

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1

Practices for Lesson 1

Practices for Lesson 2

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Oracle University and In Motion Servicios S.A. use only

Practices for Lesson 2

Practices for Lesson 2

Oracle University and In Motion Servicios S.A. use only

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 2

Practice 2-1: BPM Methodology and the Oracle BPM Suite

Check Your Understanding

Oracle University and In Motion Servicios S.A. use only

3. Why is modeling a business process considered an iterative step?

4. When business process modeling, what is the happy path?

6. Which of the following activities might a process developer complete as part of

Practices for Lesson 2

9. What are key performance indicators? Why are they important?

Oracle University and In Motion Servicios S.A. use only

Apply Your Understanding

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 2

Practices for Lesson 2

Business Process Management is described as closed loop because the cycle of

Oracle University and In Motion Servicios S.A. use only

3. Why is modeling a business process considered an iterative step?

Modeling is considered an iterative step because it involves repeated drafts of a model

4. When business process modeling, what is the happy path?

The Oracle Metadata Service Repository

6. Which of the following activities might a process developer complete as part of

Copyright 2010, Oracle and/or its affiliates. All rights reserved.