Business Process MGT Lab 3 1863156

Oracle BPM Suite 11g:
Project Templates and

Customization
Lab Guide 3
http://www.oracle-developer-days.com
Copyright 2009 - 2012, Oracle and/or its affiliates. All rights reserved
Oracle BPM Suite 11g: Project Templates and Customization
TABLE OF CONTENTS
LAB 3 SALES QUOTE CUSTOMIZATION.................................................................................... 3

1.1 INTRODUCTION ........................................................................................................................... 4
1.2 OBJECTIVES FOR TOP-DOWN ...................................................................................................... 4
1.3 OBJECTIVES FOR BOTTOM-UP .................................................................................................... 4
1.4 OVERVIEW.................................................................................................................................. 4
1.5 GETTING AROUND BUSINESS PROCESS COMPOSER ..................................................................... 4
LAB 3 - CREATING A NEW PROCESS USING COMPOSER ........................................................ 6
2.1 OPEN THE DEMO PROJECT ......................................................................................................... 6
LAB 3 BUSINESS USER CHANGING AN EXISTING PROCESS .......................................... 14
3.1 CHANGE A BUSINESS RULE ONLINE ........................................................................................... 14
3.1 CHANGE AND REDEPLOY RUNNING PROCESS ............................................................................ 17
Copyright 2009 - 2012, Oracle and/or its affiliates. All rights reserved 2
LAB 3 SALES QUOTE CUSTOMIZATION
Workshop Structure
The workshop takes a case study approach. The case study is the sales quote process. The lessons in the
workshop are intended for all audiences: process designers, business analysts, developers, system
integrators, and project managers. There are 4 workshop Labs.
1. Lab1 Understand and Simulate: You will understand the Sales Quote Process provided to you
and perform throughput and cost analysis using Simulation.
2. Lab 2- Run and Monitor In this lab, you will assume the role of business user (process
participant) and use the BPM Workspace to carry out the process related tasks. You will log in to
the BPM Process Workspace as a process owner and monitor the process performance. You will
also learn how to create custom dashboards to monitor business metrics.
3. Lab 3 - Customization: You will assume the role of an Analyst, creating a process from
scratch in BPM Composer. You will also assume the role of a business user (process
participant) and customize the Sales Quote process.
4. Lab 4 Model and Implement: You will assume the role of both Analyst and Developer. As an
Analyst you will use BPM Composer to complete the design of a BPMN process. You will then take
the role of a developer, adding the required implementation detail to the model so that it can be
deployed to the run-time environment.
Copyright 2009 - 2012, Oracle and/or its affiliates. All rights reserved 3
1.1 Introduction
The third exercise introduces you to BPM Composer the web based environment tailored to allow
Business users and Analysts to create and modify processes.
BPM Composer supports two approaches
Top Down where a Process Analyst creates a process for later enhancement in BPM Studio.
Bottom Up where a developer creates a process template for enhancement or modification by a business
user.
1.2 Objectives For Top-Down

Use Oracle BPM Process Composer to:
1. Create a new BPM Project.
2. Make changes to the Project and publish to the Meta-Data-Store (MDS).
Use Oracle BPM Studio to:
View the newly published project inside BPM Studio
1.3 Objectives For Bottom-Up

Use Oracle BPM Process Composer to:
1. Open the MDS and select the Sales Quote Process that has been published.
2. View the published processes template inside BPM Process Composer.
3. Modify the Sales Quote Process template by changing the Approval Rules and changing the
Human Task Service binding for the Approve Terms step.
Due to time constraints this section will have been demonstrated to you before the Lab.
1.4 Overview
Process Composer is web-based BPMN tooling that lets business users customize processes. IT can
create a catalog of pre-configured components such as services, tasks, and rules. If the business user
changes are restricted to the components in the catalog, they can deploy from Composer without engaging
IT.
1.5 Getting Around Business Process Composer

1. Log in to Process Composer:
Start Firefox and select the Process Composer TAB or type http://localhost:7001/bpm/composer.
Login with id weblogic, password welcome1
2. You will see the Business Process Composer homepage.
Copyright 2012, Oracle and/or its affiliates. All rights reserved 4
3. Three projects are available at the moment. They are stored in the MDS the assets are available
to both Studio (jDeveloper) and Composer.
4. The three projects are:

Demo which we will use shortly
Sales Quote the same process that we have been looking at earlier through Studio in Lab 1 and
running in Lab2 we will use this process later
Templates the SalesQuote process, but made available as a process template. You will have
been shown this before the Lab as there is not enough time to go into detail here.
LAB 3 - CREATING A NEW PROCESS USING

COMPOSER
2.1 Open The Demo Project

1. You should see the Business Process Composer home page (if not, then click on the Projects link
at the top left of the page)
2. Select DemoProject in the Demo folder.
3. This will open the project for you.
4. There are a number of administrative capabilities available within each project. The most important
ones are:
Approval Workflow it is possible to set up a chain of approvers before a project can be accepted
and deployed.
Edit Mode we can set up each user with a different role e.g. edit, view etc.
Shared/Private we can determine which users can share this project
Recent Activity this records who does what with this project
Gallery an overall view of the catalog of items available to this project (in this case nothing as we
havent created anything yet!)
Snapshots we can create a snapshot of a project at any time to preserve our changes much
like a snapshot in a Virtual Machine.
5. Select New Process indicated by the green cross
6. Give the process a name e.g. MyProcess

7. Select the newly created process
8. This will create a basic process for you that you can now add some detail to.
9. Drag the End task across the page to give yourself some space
10. Look at the available components in the pane on the right. You will see that there are a number of
activities and components available for example, Human Tasks are represented by an
Interactive component to see all those available select More
11. Take a look at the other activities to see what is available to help you create a process.
12. As we have seen, a BPMN diagram represents Roles with Swim Lanes. Move the pointer to the left
swim lane definition (a pencil will appear so that you can edit the definition). Select the pencil.
13. Create a new role System
14. Select a User Task from the Interactive Component Palette and move it across the connector
you will see that the connector is highlighted. If you drop the task here it will be connected by
default.
15. Drag the Task to another swim lane this will create a new swim lane and an Unassigned Role for
you by default. You can give the lane a name (e.g. Sales Rep) by editing the swim lane properties
as before.
16. We will create something more complex later. At this stage we are just looking at the basic
functionality.
17. Save the project.
18. The process is stored in the Meta Data store and is therefore available to a developer to enhance
in BPM Studio (jDeveloper).
19. Close the project by clicking the Globe next to the Projects Link
Select Close Project
Make sure you save it!
20. Sign Out of Composer and start jDeveloper in the Default Role if it is not already running.
21. We want to access the MDS to see our process. Select the BPM MDS Navigator in the pane in the
top left of your screen.
22. If this is not available then you can activate it through view/BPM MDS Navigator
23. You may have to select the refresh icon and select Configure Connection. Select OK
against BPMConnection
24. The Demo Process is stored in the Public folder. Find the project, right-click and Check Out.
25. Select Yes when you are asked if you want to migrate the process and then OK.
26. The action of checking out the process from the MDS causes Studio to create a new application
and all its components. This can be viewed through the Applications menu.
27. Double Click MyProcess to open it. The process is now ready for editing. Note the ! icons that
accompanies the Human Task. This indicates that the process is incomplete as a developer will
need to add some more implementation detail. You will see more of this in the next LAB.
LAB 3 BUSINESS USER CHANGING AN

EXISTING PROCESS
3.1 Change a Business Rule Online

Business Composer can have access to certain runtime assets of a process. Provided the user has the
correct authorization he could, for example, modify a Rule, change the allocation of users to roles etc. In
this example we will change the discount rule for the Sales Quote Process. You may recall that, at present,
any Quote with a discount of 30% is passed to jStein for review in the Business Practices Review activity.
We will change this value to 10% and pass a deal into the system to test that it has taken effect.
1. Login to Business Process Composer as user weblogic, password welcome1
2. Select the Main Menu Globe and Open a Deployed Project
3. Select SalesQuoteProcess_rev1.0 from the repository. This will open the process.
4. You will see that the process is locked. There are only certain things we can change. If you click
the process link you will see the process remains locked this is because to change the process
itself we will need to re-deploy it. If you have looked at the process, re-select the Project Home
TAB.
5. Select the Rules link and then Approval Rules.
6. You will see that we can edit the deployed rules. Select Globals and Edit
7. Change the value of preApprovedDiscount to 0.1 (10%). Save and Commit the changes.
8. When prompted, acknowledge that you want to commit the changes.
9. Sign Out of Composer.

10. Login as jCooper to the BPM Workspace (jcooper/welcome1)
11. Enter a new deal with a discount of 20%. Previously this would have bypassed the Business
Practices Review.
12. Logout and in again as jStein the job is in his queue. You have successfully changed a running
process!
3.1 Change and Redeploy Running Process

BPM Composer can be used to deploy a new process, or modify and then redeploy an existing process.
This might be useful (for example) if the analyst realizes we have missed a step that can easily be added
without involving the entire development team.
1. For this exercise we will change the SalesQuoteProcess in Composer. Firstly though, we must
release a lock that BPM Studio has on the project. Studio created this process and then shared it
with Composer (remember they share the MDS).
Go into BPM Studio (jDev). It should already be open.
Select the BPM MDS Navigator (left hand pane). Select the Public folder and the SalesQuote
folder. You will see that the project is locked.
Right Click and unlock it
2. Now we can edit the project in Composer.

3. Return to the BPM Composer homepage.
4. Select the SalesQuoteProcess project (Double Click the link)
5. If we hadnt unlocked the project we would see that You Are Viewing the project.
However as you can see, we can edit it.
6. Snapshot - If you want to try the functionality you could create a snapshot at this point so that the
original is protected. Click the Snapshot expander and then + to create a snapshot. Give it a name,
e.g. Baseline, description before I mess it up !
Create the snapshot.
7. Select the Request Quote process link and the project will open.
8. If you look at the right hand pane you will see that we can switch between BPMN artifacts (you
became familiar with this in the last exercise) and the Business Catalog. If we look at the Business
Catalog we can see that there are some pre-defined human tasks, data and services available to
this process.
Take a look at these and then switch back to the BPMN catalog.
9. Scroll to the bottom of the process.
10. Move the End activity to the right to create some space.
11. Drag a Service Task (select Activity and then More in the Activity pane) onto the line that joins
Save Quote to End.
12. Click the pencil to edit the details.

Name = Save Quote Again
Type = Service Task
13. Now lets add some implementation details. If we click the implementation link a window will open
at the bottom. Click the magnifying glass next to Conversation to see what we might have
available.
14. Select Save Quote. This will add the details to write to a file. In this case the process would now
write to the file twice which is a bit pointless but hopefully you get the idea how easy this is!
15. Click Apply Changes.

16. Now validate the project. We need to do this before we deploy to ensure the process will still
execute.
17. You should see a message that the validation is successful.
18. At this point we could deploy the project, run it, and see that two files are written at the end. There
is not normally time to do this in the lab.
19. Save the project.
20. Return to the Project Home TAB. You will see that you have modified the project.
21. If you like you can return to the previous version by restoring the snapshot. Have a go!

Business Process MGT Lab 3 1863156

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Oracle BPM Suite 11g:

Project Templates and

LAB 3 SALES QUOTE CUSTOMIZATION.................................................................................... 3

LAB 3 SALES QUOTE CUSTOMIZATION

1.2 Objectives For Top-Down

View the newly published project inside BPM Studio

1.3 Objectives For Bottom-Up

1.5 Getting Around Business Process Composer

2. You will see the Business Process Composer homepage.

4. The three projects are:

LAB 3 - CREATING A NEW PROCESS USING

2.1 Open The Demo Project

3. This will open the project for you.

6. Give the process a name e.g. MyProcess

13. Create a new role System

LAB 3 BUSINESS USER CHANGING AN

3.1 Change a Business Rule Online

8. When prompted, acknowledge that you want to commit the changes.

9. Sign Out of Composer.

3.1 Change and Redeploy Running Process

Right Click and unlock it

2. Now we can edit the project in Composer.

However as you can see, we can edit it.

12. Click the pencil to edit the details.

15. Click Apply Changes.

17. You should see a message that the validation is successful.

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