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Modeling
User’s Guide
Software Release 2.1
September 2007
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Contents iii
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Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
TIBCO Business Studio Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Other TIBCO Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Third-Party Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
How to Contact TIBCO Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Chapter 3 Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Migrating Processes Created in Previous Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Migrating from Version 1.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Migrating from Version 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Creating a Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Copying a Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Creating a Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Deleting a Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Creating Data Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Creating Participants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Associating Participants with Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Deleting Data Fields, Parameters, Participants, and Type Declarations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Creating Extended Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Configuring Timer Event Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Working With Special Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Enabling and Disabling Special Folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Preface
This guide is intended for business analysts and focusses on using the modeling
capabilities of TIBCO Business Studio. No previous software experience is
necessary, but a familiarity with Business Process Modeling Notation (BPMN) is
useful (see http://www.bpmn.org).
Topics
Related Documentation
Third-Party Documentation
The Eclipse help also contains useful information on the Workbench and the
Eclipse user interface.
Typographical Conventions
Convention Use
code font Code font identifies commands, code examples, filenames, pathnames, and
output displayed in a command window. For example:
Use MyCommand to start the TIBCO foo process.
• In large code samples, to indicate the parts of the sample that are of
particular interest.
• In command syntax, to indicate the default value.
Key Key name separated by a plus sign indicate keys pressed simultaneously. For
combinations example: Ctrl+C.
Key names separated by a comma and space indicate keys pressed one after the
other. For example: Esc, Ctrl+Q.
If you have purchased another TIBCO product that includes support for TIBCO
Business Studio and have comments or problems with this manual or the
software it addresses, please contact TIBCO Support as follows.
• For an overview of TIBCO Support, and information about getting started
with TIBCO Support, visit this site:
http://www.tibco.com/services/support/
• If you already have a valid maintenance or support contract, visit this site:
http://support.tibco.com
Entry to this site requires a username and password. If you do not have a
username, you can request one.
The community edition of TIBCO Business Studio is unsupported. For self-service
support, education, and access to the TIBCO Developer Network, visit
http://www.tibco.com/devnet/index.html.
If you are new to using this product, there are several resources available to you
from the Welcome page that is displayed when you first start TIBCO Business
Studio. The Welcome page is also available from the Help menu. These resources
include:
• A cheat sheet that guides you through the process of creating a Project and
Package.
• Tutorials in the help that explain creating a Process in detail. These tutorials
will help you become familiar with the Process Editor.
• Sample Processes (including solutions to the Tutorials) that you can install
into your workspace.
Topics
TIBCO Business Studio is for business analysts and those responsible for the
implementation of business processes. The following diagram shows how TIBCO
Business Studio is intended to be used:
Referring to the previous diagram, if you are using native service calls (database
or email) or general service calls (such as web services), you can augment the
process with execution details in TIBCO Business Studio and deploy it directly to
the TIBCO iProcess Engine. However, if you need to make other types of service
calls (for example, EAI Java), you must augment and implement the Process using
another product such as TIBCO iProcess Modeler.
Modeling Approach
You must create a Project to use TIBCO Business Studio. TIBCO Business Studio
supports the full project life cycle, bringing together all artifacts in a single place.
The Project is the container for these artifacts. As such, Projects help to facilitate
sharing and organization of resources. For example, team members may have
different responsibilities but need to use the same resources that are made
available through the TIBCO Business Studio Project.
Each Project has a corresponding directory in the file system (specified when you
create the Project).
A Package is a mandatory container for Processes and their infrastructure
(Participants and Data Fields). For example, in the insurance environment,
separate packages could contain the Processes used by the Claims Department,
the Policy Origination/Maintenance Team and the IT Department. Processes can
be shared between Packages so libraries of process components can be created
and reused. For more information on reuse, see Reusing Processes on page 94.
A Process models actual and future business processes in your organization. The
Process Editor provides tools on a Palette that use Business Process Modeling
Notation (BPMN) features. By creating your business process this way, you can
fully prepare it for implementation by a specialist in your organization.
Some objects such as Business Assets can be shared at the Project Level. Others
such as Data Fields and Participants can be created at either the Package level
(where they can be shared amongst Processes in that Package), or at the
individual Process level (where they can only be used by that Process).
Asset Types
Besides Business Assets, there are other types of Assets that you can include in
your Project. When you create the Project, you can decide which types of Assets to
include and also designate a Special Folder for each Asset type. For example, this
project has been created with the default folders for Packages and Concept
Models:
TIBCO Business Studio provides sample Processes that you can install from the
Welcome page. To install TIBCO Business Studio sample Processes, do the
following:
1. If you are starting TIBCO Business Studio for the first time, the Welcome
screen is displayed; otherwise click Help > Welcome.
2. Click the Samples button.
This displays a page that lists samples available for various products.
3. The TIBCO BPM samples are grouped together.
4. To install a set of sample Processes (for example the Process Modeling Tutorial
Solutions), click the link and in the resulting dialog, click Finish.
The XPDL Packages that contain the sample Processes are installed into your
workspace. You can modify these as necessary. If you want to revert to the
original copy of a sample Package, simply reinstall it from the Welcome page
and overwrite the current copy.
To create a new TIBCO Business Studio Project, Package and Process, do the
following:
This section describes how to create a Project and at the same time create a
Package and Process using a template. You can however perform each operation
separately (see Creating a Package on page 72 and Creating a Process on page 75).
9. If you applied a template and want to accept the default properties of the
Package and Process, click Finish. Otherwise, click Next, modify the
following as needed, then click Finish to exit the template wizard:
— File Name - filename of the XPDL file where the Project, Package and
Process are stored.
— Name - Name of the Package. Defaults to the same name as the filename of
the package and is used for purposes such as simulation reports
— Author - username of the user who created the Package.
— Created - displays the date/time that the Package was created.
— Description - text description of the package.
— Documentation Location - URL or filename of any supporting
documentation.
— Status - project life cycle status for informational purposes. How or
whether you use life cycle statuses is up to you, but they are typically used
as follows:
UNDER_REVISION - for packages in development
UNDER_TEST - for packages in User Acceptance Testing (UAT)
RELEASED - for packages in production
— Business Version - version information about the Package.
The version you specify in this field is unrelated to any source control
system and Business Versions are entirely user-defined.
This section describes some common tasks and shortcuts to help you use the
Process Editor to create Processes. For additional information, see Process Editor
Tips and Tricks.
Adding Objects
Add an object (for example, a Task) by doing the following:
1. Click the appropriate tool in the Palette. If an object has more than one type
(for example, Service Task, User Task, and so on), each type has a tool on the
Palette. For example:
In this example, the different types of Tasks will be hidden when you click a
different tool on the Palette (for example, the Gateway tool). If you want the
available tasks to remain open, you can pin them open by clicking the Pin
Open button ( ).
If you want to add more than one object of the same type, hold down the Ctrl
key.
2. Position the pointer on the Process at the place where you want to place the
object. The pointer changes shape:
Connecting Objects
To connect two objects with Sequence Flow, do the following:
1. Click the Sequence Flow tool.
2. Position the pointer over the object that will be the source of the Sequence
While drawing the Sequence Flow, you can add bendpoints by right-clicking
or pressing the spacebar.
— Click the source object, then position the pointer over the target of the
Sequence Flow. If you are satisfied with the shape of the flow, click the
Target.
— Click the source object, holding down the mouse button, drag the pointer
to the target object and release the mouse button.
Selecting Objects
Select objects using one of the following methods:
• Use the Select tool on the palette. Hold down the Ctrl to add single objects to
the selection or Shift keys to select a range of objects.
• Using the Marquee tool. This allows you to drag a rectangle around all the
objects that you want to select.
To get started working with the Process Editor, use this tutorial to create a simple
Process that represents part of the hiring process within a company. In this
tutorial, we will do the following:
• Create the Project, Package and Process
• Customize the Lane
• Add Some Objects to Your Process
• Add Flow to the Process
• Add a Gateway
The Process Editor expands to fill the window. You can double-click the title
bar at any point to restore it to its original size (for example, if you need to see
other windows).
• If you have several Sequence Flows to add, hold the Ctrl key down while
adding them to avoid having to re-select the Sequence Flow tool.
• For easier alignment of objects in the Process Editor, you can select either or
both of the following options:
— Diagram > Grid - This allows you to align objects to a grid.
— Diagram > Alignment Guides - As you move objects in a Process Editor, a
blue line appears when the center of two objects coincides.
3. Add Flow that connects the Review Application Activity and the Gateway.
The Process should look like this:
4. From the Gateway, add Regret Letter and Interview. Add Sequence Flow to
connect these to the Gateway:
5. Double-click the title bar to see the Project Explorer. Note that at this point you
have not saved the Process. This is indicated in the Project Explorer by an
asterisk (*) next to the Package that contains the Process. For example:
6. Right-click the Package, select Save and note that the asterisk disappears.
Summary
This tutorial explored using some of the Palette tools to create a simple (although
incomplete) Process. Continue with Tutorial 2: Extending a Simple Process on
page 16.
1. Click the Text Annotation tool and add the following next to the Remind
Interviewer Activity. You can enter the text in the Properties view:
2. You can associate this annotation with the Remind Interviewer by selecting
the Association tool, then clicking the annotation and then the Remind
interviewer Activity:
3. Add annotations to the Sequence Flow coming out of the Accept? Gateway to
indicate the Yes and No paths:
5. Repeat this for the Interview Activity, but make it a User Task.
Note that you can also create a User Task by right-clicking the Activity and
selecting Activity Type > User Task.
4. Add a Sequence Flow from the Gateway back to the Regret Letter Activity.
This indicates that the result of the Interview is one of the three results that
flow from the Hire? Gateway.
5. In the Properties view, in the Name field of the Sequence Flow, enter a
description of the condition. This is to help the Implementer with the technical
implementation of the condition.
6. Add an End Event to the right of the Offer Activity, label it and connect it
with a Sequence Flow.
7. Add a Default Sequence Flow from the Shortlist but keep looking Activity to
the End Event.
8. Save the Process.
The process diagram that you created should look similar to this:
Summary
In this tutorial we explored some of the advanced features of the Process Editor,
including features that form the complete set of BPMN. Although this is a
reasonable approximation of the hiring process, it could be extended further. For
example after making an offer there could be another process that starts. Also the
interview Activity could be broken down into further steps that could be
represented as a Sub-Process.
This tutorial shows how to create a Sub-Process from several objects in the
Process. In the Hiring Process, it is possible that the Receive Application, Review
Application and Remind Interviewer Activities are related. For example, they
could be the responsibility of the same department. If that were the case, we could
move these Activities into a Sub-Process as follows:
1. Select the three Activities that will be refactored into the Embedded
Sub-Process:
2. Right-click and select Refactor > Move into New Embedded Sub-Process.
The Insert end event in new sub-process check box is selected and greyed out
in this case because in the preceding step you elected to joining the multiple
exit path to the selection. Therefore the End event is mandatory.
5. Click Finish. The Activities that you selected are placed within a new
Embedded Sub-Process called Process Application:
Summary
In this tutorial we refactored some Activities into a Sub-Process. Because we were
changing the Process slightly by doing this, there was a warning message to allow
us to confirm the change.
The Diagram Fragments view allows you to reuse parts of your Process by
allowing you to drag a group of objects to the Fragment Explorer and save them.
You can then use the "fragment" that you saved to construct another Process.
TIBCO Business Studio also provides some predefined BPMN process fragments
that you can drag and drop onto your Processes.
This tutorial shows how to use predefined Process Fragments and how to create
your own Process Fragments.
Suppose that the Process Application Embedded Sub-Process of the Hiring
Process is one that you are likely to reuse in other Processes. You can capture the
useful part of the Process as follows:
1. Make sure that the Diagram Fragments view is visible. If it is not, select
Window > Show View > Diagram Fragments.
2. In the Diagram Fragments view, there is a treeview that looks similar to the
Project Explorer. This is the Fragment Explorer.
3. Create a new Category by either right-clicking a folder in the Fragment
Explorer and selecting New > New Fragment Category or by clicking the
Create Custom Fragment Category button ( ).
4. Click in the name field of the newly added Category and name it My Hiring
Fragments.
5. Open the Hiring Process in the Process Editor and select the Process
Application Embedded Sub-Process.
6. Press Crtl and drag the selection into the Diagram Fragments view.
You can also use the Copy and Paste menu options either by right-clicking or by
selecting from the Edit menu.
7. The Fragment that you created is stored in that Category with the name New
Fragment. Click on the name, and rename it Process Application.
In the Fragment Explorer, clicking the Category that you created displays
graphical previews of the Fragments in that Category.
5. Select the Task Sequence Fragment. This consists of two Tasks connected by
Sequence Flow:
6. Drag the Task Sequence Fragment onto the Hiring 2 Process and place it after
the Embedded Sub-Process.
You can see that the two Tasks have been added to the Process. You can then
continue to add other Fragments or to add other objects manually.
Summary
In this tutorial, we created a Process Fragment from an existing Embedded
Sub-Process and then used that Fragment in a new Process. We also added a
predefined Fragment to the new Process.
This tutorial shows how to take the Process defined in the previous tutorial and
export it to the TIBCO iProcess Modeler.
In the previous tutorials, we created a Process that approximated a hiring process
in an organization. Because we did not specify a destination environment when
we created the Process, only basic BPMN validation was performed when we
saved it. If we want to deploy this Process to the TIBCO iProcess Modeler, we
need do the following:
• Set the Destination Environment and Correct Validation Errors
• Export the Process from TIBCO Business Studio
• Import the Process into the TIBCO iProcess Modeler
5. Save the Package and check the Problems view to ensure that all the
validation errors have been corrected.
5. Depending on whether you did all of the tutorials, one version of the
imported Procedure looks similar to this:
Deploying a Process
This section of the help defines concepts and terminology related to TIBCO
Business Studio.
Topics
• Artifacts, page 36
• Connecting Objects, page 39
• Flow Objects, page 42
• Process Components, page 54
• Process Fragments, page 55
• Project Objects, page 56
• Special Folders, page 63
• Standards Support, page 64
• Swimlanes, page 65
Artifacts
Artifacts are used to add more information about a Process. Artifacts include Data
Objects, Text Annotations and Groups, all of which do not affect the Sequence or
Message Flow of the Process.
Data Objects
A Data Object is used for informational purposes to show how a document or
other data relates to the Process. It may be associated with a Sequence Flow or
Message Flow, but like other Artifacts it does not affect either flow.
Data Objects are usually associated with Flow Objects with an Association:
The Data Object in the preceding example should not be confused with the actual
Message being sent between the two Pools.
A Data Object can also be associated with a Sequence Flow or other Flow Object:
Data Objects are not preserved during export to the TIBCO iProcess Modeler.
Text Annotations
Text Annotations serve to explain or clarify the Process. They can be connected to
Flow Objects (for example, Tasks) using an Association:
Unlike any text that you enter on the Description tab in the Properties view for an
object, Text Annotations are displayed directly on the Process.
Groups
Groups are used to indicate a relationship between elements of a Process by
enclosing them in a dashed line. A Group can span Lanes and Pools. For example:
Lane 1
Lane 2
Groups are not preserved upon export because they have no meaning in the
runtime environment.
Connecting Objects
You can create a relationship between Flow Objects or between Flow Objects and
other information using the following Connecting Objects such as:
• Associations
• Message Flows
• Sequence Flows
Associations
An Association is a connection from a Data Object or Text Annotation to a Flow
Object (for example, an Activity) used to make a Process more readable:
Associations are not preserved during export to the TIBCO iProcess Modeler.
Message Flows
A Message Flow indicates the flow of messages between objects in separate Pools
or between Pools. For example:
This Process shows a Mortgage Approval Process where the Customer Details are
sent to the Credit Agency for approval using a message. In this case the Pool and
Lane that represent the Credit Agency Process are closed because we either do not
care about or are not familiar with their internal Processes.
Sequence Flows
Sequence Flows indicate the order in which Activities will be performed. You can
set up Sequence Flows between Flow Objects. When you create a Sequence Flow,
you can highlight it, right-click and select one of the following types of Sequence
Flow:
• - Shows the default flow from a Gateway or Activity.
Example
Flow Objects
Flow Objects are the main category of BPMN objects used to define the business
process. They include:
• Activities
• Events
• Gateways
Example
The following process contains several Flow Objects - a Start Event, a Gateway,
two Activities and an End Event:
Activities
An Activity represents work that a company or organization performs using
business processes. An Activity can be atomic (it is not broken down into a finer
level of detail) or non-atomic. Atomic Activities are represented in the Process
Editor by Tasks. For more information, see http://www.bpmn.org.
When creating the TIBCO Business Studio Process, each time a different person,
group, role, or system does something, an Activity is added to the Process.
Activities may be triggered by events such as the receipt of an email, phone call or
workflow item, and may involve making a judgement on the presented facts and
performing an action (such as entering data to a computer system, phoning
someone in the same or different organization, and so on).
Tasks
A Task in a process diagram represents an atomic Activity (one that cannot be
further broken down). A Task of an unspecified type looks like this in the Process
Editor:
If the Activities can be broken down into finer steps, they should be represented
as Sub-Processes. The Activity Type is set in the Properties view. Activity Markers
are also set in the Properties view and are indicated by symbols within the Task.
User Tasks
User Tasks are those that require human interaction with a software application.
For example:
Manual Tasks
Manual Tasks are those that are completed by a person without using software.
For example:
Service Tasks
Service Tasks can ideally complete without human interaction (for example, an
automatic email notification or a web service). For example:
Script Tasks
Script Tasks contain a set of instructions written in a scripting language (usually
added to the step by the corporate developer) that will be executed in the runtime
environment when the Process is deployed and executed. For example:
Send Tasks
Send Tasks are used to send messages to a system or person outside of the
Process (often using a web service):
Receive Tasks
Receive Tasks are used to wait for a message from a system or person outside of
the Process (often using a web service). This type of task can be used to start a
Process as long as it has no incoming Sequence Flow and there are no Start Events
in the Process:
Reference Tasks
Reference Tasks refer to another Task and prevent you from having to duplicate
the same Task several times in a Process.
Sub-Processes
Some Activities can contain further steps, or Sub-Processes.
There are two types of Sub-Process that are described in this section, Embedded
and Independent. For more information about how Processes can be reused, see
Reusing Processes on page 94.
Embedded
An Embedded Sub-Process looks similar to the following:
Independent
Activities that contain an Independent Sub-Process look like this in a Process
Editor:
Click the plus sign (+) in the Activity to view the Sub-Process.
An Activity of this type defines a call-out to another Process:
• The called Process exists as a separate Process from the parent Process, and
because of this it can be started from other Processes.
• The called Process does not have access to Data Fields and Parameters of the
calling Process and Package. For this reason, data mapping must be
performed to and from the called Process.
Transactions
A Sub-Process (either Embedded or Independent) can be specified as a
Transaction using the Is a transaction check box. This means that the behavior of
the Sub-Process is governed by a transaction protocol. This is indicated by a
double-line around the Activity:
Typical outcomes of a Transaction Sub-Process that you should cater for are
Success and Cancel. For more information, refer to the BPMN specification.
Activity Markers
Activity Markers indicate parts of the BPMN complete set that you can select on
the Properties of the Activity. The currently selected Activity Marker is indicated
by the following symbols on the Activity:
• Multiple Instance Loop - Indicates a Task or Sub-Process that is replicated
a fixed number of times. This reflects the programming construct for each.
• Standard Loop - Indicates a Task or Sub-Process that may have more than
one instance, depending on the conditions of the Loop. When the condition is
placed before the Activity, the Loop is in effect a While loop; after the Activity
it functions like an Until loop.
Events
An Event in a process is something that happens, for example the start of the
Process. There are three main types of Event: Start, Intermediate and End.
Start Events
Start events can be used to indicate the start of a Process (they are optional).
Different types of Start events can control how a Process is started (or triggered):
The configuration of the web service is done in the same manner as adding a
service call to a Process. You must first import a WSDL file, and then select the
desired operation. For more information see TIBCO Business Studio Process
Developer’s Guide.
• Multiple ( ) - there can be several possible triggers for the start of the
Process, which are specified in the Properties view of the Start event.
Intermediate Events
Intermediate events can be placed after Start events and before End events to
indicate messages, exceptions, compensation, and so on. Most types of
Intermediate events can also be placed on the border of an Activity. You can use
the following types of Intermediate events:
• Multiple ( ) - there can be several possible triggers for the Event, which are
specified in the Properties view for the Event.
End Events
An End event indicates when the Process has completed. They are optional,
however if a Process contains a Start event, it must contain an End event. End
events have different types that indicate different results upon completion of the
Process:
• Multiple ( ) - indicates that there is more than one result that will occur
when the Process ends. You can specify the desired results on the Properties
view for the End event.
Gateways
Gateways are a control mechanism for the Sequence Flow in the process. They are
represented by a diamond:
Although the Gateway resembles a decision box in a flow chart, Gateways are
used for branching, merging, forking and joining as well as for conditional
decisions (see Workflow Patterns in Business Processes on page 87).
As shown on the Properties view of a Gateway, these are the different types of
Gateway that you can create:
Exclusive (XOR)
In an Exclusive Gateway, there are several paths through which the Process can
continue, but only one is actually chosen when the Process is run. There are two
types of Exclusive Gateway:
• Exclusive (Data) - The Sequence Flow is chosen based on an expression using
data from the Process. This type of Gateway is indicated in the Process as
follows:
• Exclusive (Event) - The Sequence Flow is chosen based upon an external event
(for example, a JMS message). This type of Gateway is indicated in the Process
as follows:
There is one uncontrolled input Sequence Flow to the Gateway, and conditional
and default output Sequence Flows. This example is compatible for export to the
TIBCO iProcess Modeler (see Import the Process into the TIBCO iProcess Client
on page 116).
Inclusive (OR)
An Inclusive Gateway looks like this:
Complex
A Complex Gateway is used to fork or merge depending on how an expression
evaluates. When used as a Decision, the expression determines which of the
outgoing Sequence Flow are chosen for the Process to continue.
When used as a Merge, the expression determines which of the incoming
Sequence Flows is required for the Process to continue. This type of gateway is
indicated in the Process as follows:
Parallel (AND)
A Parallel Gateway is used to fork or merge several parallel paths
(synchronization). When several Sequence Flows enter a parallel gateway, the
process flow waits until all arrive at the gateway before continuing. This type of
gateway is indicated in the Process as follows:
Process Components
Process Fragments
The Diagram Fragments view allows you to reuse parts of your Process by
allowing you to drag a group of objects to the Fragment Explorer and save them.
You can then use the "fragment" that you saved to construct another Process.
TIBCO Business Studio also provides some predefined BPMN process fragments
that you can drag and drop onto your Processes.
For more information, see Using Process Fragments on page 104.
Project Objects
Before you can create business processes, you must create a Project and a Package.
Project
Projects help to facilitate sharing and organization of resources. Each Project has a
corresponding directory in the file system (specified when you create the Project).
Package
A Package consists of one or more Business Processes. The Package and any
Processes stored in it are saved in XPDL format. You can Export a package and its
Processes and then import them into the TIBCO iProcess Modeler for
implementation.
When you create a Project, you have the option of creating a special Packages
folder. By doing this, you can utilize special features of the Project Explorer such
as being able to view the Participants, Data Fields and so on. If you do not use a
special Packages folder, you only see the XPDL file for the Package in the Project
Explorer.
You can toggle the use of the Packages folder by highlighting the Packages folder
in the Project Explorer and selecting Special Folders > Do not use as Packages
Folder, which results in a view of the Package like this:
Alternatively, you can enable the use of the special Packages folder by
highlighting the Packages folder in the Project Explorer and selecting Special
Folders > Use as Packages Folder. This results in a view of the Package like this:
Process
TIBCO Business Studio allows you to create a Process that models actual and
future business processes in your organization. Each Process contains one or more
Activities, which are linked together via Sequence Flows.
Extended Attributes
Extended attributes can be used to add extra information to the schema such as:
• XML
• Plain text descriptions
• Supply Chain Management (SCM) metrics and best practices
They are added either on the Extended tab of the Properties view for those objects
that support extended attributes, or on the Extended Attributes dialog in the New
Process wizard.
Data Fields
Data Fields are used to represent the data that is used internally in a Process as
either input to or output from an Activity. For example, suppose an Activity is to
identify a list of suitable candidates for an available position. You can create Data
Fields to represent the pool of candidates going into the Activity and the suitable
candidates that have been identified.
If you intend to execute a Process in the TIBCO iProcess Engine, be aware that
Data Fields or Parameters with spaces in their names cannot be used for
mapping (for example, mapping to Parameters in a web service).
• Declared Type - you can define the Data Field to be a Declared Type that you
have already defined.
• External Reference - to a concept defined in the Concept Modeler.
Declared Type
Declared Types are used if you want to re-use a definition either when creating a
Data Field or Parameter. For example, you could create a Declared Type that is a
string that represents a telephone number:
This Declared Type is then available for use in defining Data Fields or Parameters.
For example:
Parameters
Parameters are similar to Data Fields but are either input to or output from an
external source. For example, during simulation Parameters are either created by
TIBCO Business Studio or imported from a file. Parameters can be any of the
following types:
• Basic type -
— Boolean - true or false
— Date Time - combination of date/time
— Decimal Number - decimal number of the specified length and decimal
places (for example, 130.34)
— Integer Number - integer value of the specified length (for example, 345)
— Performer - is a text field that you want to use as a Participant
— String - alphanumeric characters of the specified length
• Declared Type - you can define the Data Field to be a Declared Type that you
have already defined.
• External Reference - to a concept defined in the Concept Modeler.
If you intend to execute a Process in the TIBCO iProcess Engine, be aware that
Data Fields or Parameters with spaces in their names cannot be used for
mapping (for example, mapping to Parameters in a web service).
Parameters can also be specified as input, output or both by selecting the Mode
(In, Out, or In/Out). The mode is indicated by the icon next to the Parameter:
Participants
Participants are used to identify who or what performs an Activity. For example,
in a hiring process, a person (Human Participant) interviews the candidate and an
email system (System Participant) sends out an automatic follow-up reminder.
There are several types of Participant:
• Role - identifies the role responsible for performing an Activity. For example,
in a financial institution there may be roles such as Reconciler, Manager, and
so on.
• Organizational Unit - identifies the department or unit within an
organization that performs an Activity. For example, Legal, Marketing and so
on.
• Human - identifies a specific person or user that performs an Activity.
• System - identifies an activity that is performed by the system.
The iProcess Modeler concept of a Role is different to that in BPMN. A BPMN role
(as modelled in TIBCO Business Studio) represents a group of behaviors. For
example, one individual could have the roles of second line support as well as
project manager, and others can hold those roles too. In many cases there is no
reason to choose one person over another if they both share the same role (for
example, both are project managers). In the iProcess Modeler, a role corresponds
to only one person. Therefore, one individual having the role of project manager
prohibits anyone else having that role.
Though both human and role in Studio appear in the Users column in the iProcess
Modeler, in fact the former is mapped to an iProcess user (an individual) and the
latter is mapped to an iProcess group.
Assets
Assets include XPDL package files, WSDL files, documents, Decision Tables,
Concept Models, and so on that relate to the Project. These are usually stored in
Special Folders under the Project and include the following:
• Business Assets
• Business Process Assets
• Concept Model Assets
• Service Assets
Because TIBCO Business Studio is extensible, there may be other types of Assets
displayed.
Business Assets
Business Assets include any documents, spreadsheets, and so on that are relevant
to the project.
Prince2 Assets
TIBCO Business Studio provides Assets to support Prince2 project management
methodology. To add these to your Project, expand the Project, right-click
Business Assets and select Create Prince2 Template. For example:
You can add a new Stage File by right-clicking Business Assets > Prince2 and
selecting New Stage File.
Ad-hoc Assets
Ad-hoc Assets include Microsoft Office documents and image files not recognized
as Project Management Assets. You can add Business Assets by right-clicking and
selecting New > Folder or New > File, and selecting the appropriate Parent
Folder.
To view the folder or files you have created, go to the Navigator view. In the
Navigator view, you can also drag files and folders to different locations.
Service Assets
Service Assets include the WDSL files for any Web Services that you import into
your Project. The default Special Folder for these assets is called Services. For
more information about Special Folders, see Working With Special Folders on
page 86.
Special Folders
A Special Folder is a folder in the Project Explorer under which you can store the
Assets for your Project. When you create the Project, you can decide which types
of Assets to include and also designate a Special Folder for each Asset type. A
Special Folder can have unique behavior such as the Services folder which allows
you to expand the operations of contained WSDLs:
The following table shows the Asset Types and the default Special Folder for each.
Standards Support
Swimlanes
Lanes
A Lane is a subdivision of a Pool that is used as a container for partitioning
Processes. How you use Lanes is specific to your business. A Lane can be Normal
or Closed. The contents of a Normal Lane are visible. The contents of a Closed
Lane are not visible and are used for "black-box" Processes where you do not
know the details of the contained Processes.
If you delete a Lane in TIBCO Business Studio, all the objects in that Lane are
also deleted. If you do this inadvertently, press Ctrl+Z to restore the contents of
the Lane.
Examples
Suppose the back office of a financial institution has a Process in which the
Securities Reconciliations Department, the Cash Reconciliations Department, the
Legal Department and a custodian are all involved. When defining this process,
they can be represented by lanes within the pool:
The previous example shows a securities trade between a Broker and a Custodian.
The same trade could be represented as follows:
This shows the Custodian Lane in a Normal state and the Broker Lane in a Closed
state. The trade might be represented this way because it is documenting the
Custodian’s part in the trade and the Custodian has no knowledge of the internal
processes of the Broker.
Pools
A Pool is used as a container for partitioning Processes in ways that make sense
for your business. They are used in conjunction with Lanes. Messages can also be
used to show message flow between objects in different Pools.
Chapter 3 Tasks
This section of the help describes some of the common tasks that you perform
using TIBCO Business Studio, including:
Topics
Whilst the Project folders are present, the Project Explorer displays the
contained XPDL files only, without the standard TIBCO Business Studio
Project Explorer branches such as Process Packages Folders, Data Fields,
and so on.
Right-click and select Quick Fix. When you have resolved the problems, you
can open the Process in the Process Editor.
You can correct several migration problems at once from the Quick Fix dialog by
clicking Find Similar Problems, selecting them, and clicking OK to apply the fix.
The number of similar problems found depends on the filtering that you have set
up in the Problems view (see Problems View on page 157).
Creating a Package
You can create a Package and Process as part of creating a Project (see Creating a
Project, Package and Process on page 8).
1. Right-click the Project under which you want to create the Package and select
New > Process Package.
2. If you want to change the Project Packages Folder under which the Package is
created, click Browse.
3. Enter the name of the Package or accept the default filename. The filename
must have .xpdl as the extension. Click Next.
4. The Package Information dialog shows the name of the Package. Either click
Next to accept the defaults or modify these as necessary:
— Package - name of the Package that will be displayed in the Project
Explorer. This does not have to be the same as the filename for the XPDL
package.
— Author - username of the user who created the Package.
— Created - displays the date/time that the Package was created.
— Description - text description of the package.
— Documentation Location - URL or filename of any supporting
documentation.
— Status - project life cycle status for informational purposes. How or
whether you use life cycle statuses is up to you, but they are typically used
as follows:
UNDER_REVISION - for packages in development
UNDER_TEST - for packages in User Acceptance Testing (UAT)
RELEASED - for packages in production
— Business Version - version information about the Package.
The version you specify in this field is unrelated to any source control
system and Business Versions are entirely user-defined.
5. Click Finish to create an empty Package, or select the Create a package using
one of the following templates checkbox to create a Process. Select one of the
following templates:
— An empty process - Selecting this option creates a Packages folder and an
empty Process (with no Activities, Events, etc.).
— An empty iProcess process - Selecting this option creates a Packages Folder
with a Process intended for eventual execution in iProcess. The Process has
sw_starter as a Participant and iProcess Engine and iProcess Modeler
selected as Destination Environments.
— A package with a simple process - Selecting this option creates a Package
and a Process with a Start Event, an Activity and an End Event.
— A simple two Pool process - Selecting this option creates a Package and a
Process with two Pools and Message Flow between them.
— A simple workflow process - Selecting this option creates a Packages
Folder with a simple workflow Process intended for eventual execution in
iProcess. The Process has sw_starter as a Participant and iProcess Engine
and iProcess Modeler selected as Destination Environments.
— A simple integration process - Selecting this option creates a Packages
Folder with a simple process for implementing the typical steps of an
integration-style process
— A case working process - Selecting this option creates a Packages Folder
with a simple process for the management of cases.
Copying a Package
You can copy a Package into the same Project, or into a different Project in your
workspace as follows:
1. In the Project Explorer, highlight the Package file you want to copy.
2. Press Ctrl + C to copy the Package.
3. Open the Project into which you want to copy the Package.
4. Press Ctrl + V to paste the Package. If a Package of the same name already
exists in the same Project, you are prompted to enter a new name for the
Package file. If a Package of the same name already exists in a different
Project, you are prompted to overwrite the file.
After copying a Package, errors similar to the following are displayed in the
Problems view:
To correct this, right-click the problem, and select Quick Fix. Accept the
suggested fix for this problem to resolve the duplicate IDs.
Creating a Process
You can create a Process and its containing Package and Project in one operation
(see Creating a Project, Package and Process on page 8).
1. Before creating a Process, you must create a Project and a Package to contain
your Process.
2. In the Project Explorer, select the Package you created, right-click and select
New Process.
3. The New Process wizard is displayed.
4. If necessary, browse to change the Packages Folder and Package then click
Next.
5. Enter the Name of the Process and click Next.
6. Select the Destination Environment (optional). This controls the validation
that TIBCO Business Studio performs when you save the Process:
— If you select iProcess Engine, the Process will be validated for direct
deployment to the TIBCO iProcess Engine.
— If you select Simulation, the Process will be validated for simulation in
TIBCO Business Studio as well as for BPMN correctness.
— If you select iProcess Modeler, the Process will be validated for future
import into the TIBCO iProcess Modeler as well as for BPMN correctness.
— If you do not select a destination environment, basic BPMN validation will
be performed.
You can change or select the destination environment after the Process has
been completed on the Advanced tab of the Process Properties.
7. Click Next.
8. The Extended Attribute dialog is displayed. This allows you to add any
supplemental information to the XPDL for the Process. For more information
see Extended Attributes on page 57.
You can expand this window to fill your screen by double-clicking the title bar
(in this example, the area labeled MyProcess1).
The Process Editor provides a Pool and Lane that you can rename if you plan
on using Pools and Lanes. You add elements of your business process using
the Palette.
Deleting a Process
To delete a Process:
1. Do one of the following:
— Right-click the Process in the Project Explorer, and select Delete.
— Highlight the Process and select Edit > Delete.
— Highlight the Process and press Delete:
2. If the Process you are deleting is referenced in the parent Package (for
example, you are deleting a Sub-Process), the following dialog is displayed:
— If you are sure that you want to invalidate the Process that is referring the
the Process you are deleting, click Yes.
— If you do not want to delete the Process, click No.
3. If the Process you are deleting is not referenced in the parent Package, it is still
possible that it is referenced by a Process in a different Package. TIBCO
Business Studio cannot validate against this however and the following dialog
is displayed:
— If you are sure that Processes in different Packages do not reference the
Process you are deleting, click Yes.
— If you do not want to delete the Process, click No.
It is also possible to delete a Process by deleting the XPDL file of the Package that
contains the Process in Windows Explorer. This will delete all Processes in that
Package. If you delete a Package while TIBCO Business Studio is open, you must
refresh the Project Explorer to see an updated view of the workspace.
Data Fields identify the inputs and outputs of an Activity. For example, an
Activity called "Process Student Course Request" could require a form with the
list of courses the student wants to take as input. The availability is checked and a
form that lists the courses they are enrolled in is output.
To create a new Data Field, do the following:
1. In the Project Explorer, expand the Package where you want to add a Data
Field.
2. Right-click Data Fields and select New Data Field. The New Data Field
dialog is displayed.
3. The dialog displays the name of the Project and Package where the Data Field
will be created. If you want to change either, click the Project or Package
button to browse.
Data Fields can be created at either the Package level or at the Process level.
Creating them at the Package level enables them to be shared amongst
Processes. Select the Process checkbox and specify a Process if you want to
create the Data Field at the Process level.
Click Next.
4. Specify the Name, Type, and Initial Value (optional) of the Data Field, select
whether it is an Array, and click Finish.
If you intend to execute a Process in the TIBCO iProcess Engine, be aware that
Data Fields or Parameters with spaces in their names cannot be used for
mapping (for example, mapping to Parameters in a web service).
The Data Field that you created appears in the Project Explorer.
Creating Participants
• You can select multiple Participants by pressing either the Ctrl or Shift keys
while making your selection.
• You an also select as a Participant a Data Field of the type Performer.
3. The Participants you selected are displayed in the Properties view and also
when you hover the pointer over the Activity in the Process Editor.
You can delete a Project object such as a Data Field, Parameter, Participant, or
Type Declaration by right-clicking it in the Project Explorer and selecting Delete.
However, if the Project object has been associated with another object such as an
Activity or a Sequence Flow, the following message is displayed:
If you click Yes, the Project object (in this example, a Data Field) is deleted, but it
will still be referenced in XPDL for the Project, which can cause problems. If you
click No, the Project object is not deleted. You can then go to the Properties view
and examine the References to that object:
In this example, the Data Field is referenced in the User Task Notify Supervisor.
Click Go To to show that Task in the Process Editor.
Extended attributes can be used to add extra information to the schema such as:
• XML
• Plain text descriptions
• Supply Chain Management (SCM) metrics and best practices
To add extended attributes to an object, do the following:
You can also add extended attributes when creating a new Process as described in
Creating a Process on page 75.
This tab is only available on the Properties view for objects that support extended
attributes.
You can specify that a script is executed for a Start Timer Event or an Intermediate
Timer Event (either inflow or on a Task boundary).
For example, the following Intermediate Timer Event has been placed on a Task
boundary:
In the Properties view, you can choose a script types from the Script Defined As
list:
Not all time units are available for all Destination Environments. For example,
Seconds and Micro Seconds are not valid in an iProcess Deadline
specification, so you can specify these units for a Process that will be deployed
to the iProcess Engine.
• JavaScript - this script type is available for the iProcess Engine, Modeler, and
Simulation Destination Environments. It allows you to enter JavaScript
statements in the space provided. For more information, see TIBCO Business
Studio Process Developer’s Guide.
Special Folders are folders in the Project Explorer that are reserved for storing
specific types of Assets. For example, the Process Packages folder is the default
Special Folder for storing Processes and the Packages that contain them.
When you create a Project, you have the option of creating a Special Folder for
each type of Asset that you include in your Project. By doing this, you can utilize
special features of the Project Explorer. For example, enabling a Special Folder for
Business Processes allows you to view the Participants, Data Fields and so on. If
you do not use a special Packages folder, you only see the XPDL file for the
Package in the Project Explorer.
The following example uses the Special Folder for Business Processes as an
example, however the Special Folders for other Asset Types are enabled and
disabled in the same manner.
For example, disable the Packages folder by highlighting the Process Packages
folder in the Project Explorer and selecting Special Folders > Do not use as
Packages Folder, which results in a view of the Package like this:
Alternatively, you can enable the use of the special Packages folder by
highlighting the Packages folder in the Project Explorer and selecting Special
Folders > Use as Packages Folder. This results in a view of the Package like this:
This section describes some typical workflow patterns1 and how you can
implement them in a TIBCO Business Studio Process.
Forking
It is likely that when creating your Process you want an Activity to lead to two or
more other Activities to be performed in parallel (concurrently). For example,
when a customer order is dispatched, the inventory is updated and an invoice
sent to the customer.
BPMN uses the term “fork” to refer to the dividing of a path into two or more
parallel paths. In TIBCO Business Studio, there are two ways to create a fork in
the Process, either with two outgoing, uncontrolled Sequence Flows from an
Activity or with a Parallel Gateway:
You specify that a Gateway is Parallel by selecting the Gateway Type on the
Properties view.
These two methods of forking achieve the same result.
Joining
Joining represents the merging or synchronizing of two or more parallel paths in
the Process. Use a join for example, if Activity A and B must be completed before
Activity C can begin.
This is achieved in TIBCO Business Studio by using a Parallel Gateway as follows:
You specify that a Gateway is Parallel by selecting the Gateway Type on the
Properties view.
Merging
There are three types of Merge:
• Simple Merge - alternative paths are combined, but only one of the input
Sequence Flows is possible at runtime, so the target Activity is performed only
once.
• Multiple Merge - multiple Sequence Flows are combined, but without any
control on the input to the target Activity (as a result, the target Activity could
be performed more than once).
• Complex Merge - multiple Sequence Flows merge at a Complex Gateway. You
specify a condition in the Gateway that controls which or how many Flows
proceed through the Gateway.
The key difference between these two types of merge is that a Simple Merge has
flow control upstream in the Process, so the target Activity (Activity D) is
executed only once. With a Multiple Merge, however, there is no flow control
upstream and the target Activity may be executed more than once.
The condition associated with the Complex Gateway specifies what is required to
pass the Gateway. For example, it could specify that any two of Activities A, B or
C must be completed before proceeding with Activity D. Another alternative
would be for Activity A and either Activity B or C to complete before Activity D
can begin.
Decisions
Decisions points in the Process are achieved with Gateways. There are several
types of decisions:
• Multiple Choice
• Exclusive Choice
Multiple Choice
There are two ways to provide for a multiple choice type decision, either with
conditional Sequence Flows, or with an Inclusive Gateway:
Exclusive Choice
An exclusive choice is represented by using an Exclusive Data-Based Gateway:
Reusing Processes
When identifying the Process Components you require for your business process,
it is important to analyze the entire business. One way to do this is by thinking in
terms of the products, services and resources (by considering the specifications
for each).
To facilitate the re-use of Process Components, an Activity (or several Activities)
can call another Process as an Independent Sub-Process. The Independent
Sub-Process could be a Process that you have already created, or you can refactor
Activities in your current Process into an Independent Sub-Process (see
Refactoring Sub-Processes on page 97).
If the main Process is imported into the TIBCO iProcess Modeler, any
Sub-Processes are imported as sub-procedures.
Independent Sub-Processes
To call an Independent Sub-Process, do the following:
You can also create an Independent Sub-Process from objects in your Process by
refactoring (see Refactoring Sub-Processes on page 97)
Example
The following example demonstrates how a top-level Process could use
Sub-Processes in an insurance environment:
This is the top-level Process. Because of its Destination Environment setting, this
Process is not executed in the TIBCO iProcess Engine. The Destination
Environment is set when creating a Process or in the Properties view of the
Process.
Each of the Activities in the Process call Sub-Processes that are executed in the
TIBCO iProcess Engine (its Destination Environment). For example, the
Sub-Process called from the Claims Management Activity could look like this:
This Sub-Process is executed in the TIBCO iProcess Engine, and calls other
Sub-Processes. Note the following about this Sub-Process:
• The Validate Policy Sub-Process can be re-used. For example, when a
customer calls to renew their policy, the first step of the Renewal Process
could be to confirm that they have an existing policy. The Validate Policy
Activity could be re-used for this purpose in the Renewal Process.
• The Process Claimant Activity has a Loop Activity Marker, that indicates that
the Activity is repeated for each Claimant.
• The actual Sub-Process called by the Assess Liability Activity is a manual
Process. However, the to be Sub-Process (planned for the future), could be
implemented as an automatic Process that consists of a series of questions
used to determine liability. Simulation could be used to demonstrate the
performance and cost-savings of migrating the Assess Liability Activity to an
automatic Process.
Expanding a Sub-Process
An Activity that calls a Sub-Process looks like this:
Embedded Sub-Processes
An Embedded Sub-Process is one that is fully contained within the parent
Process; it does not exist as a separate Process:
In this example, Run Credit Check is an embedded Sub-Process. This implies that
running a credit check is an activity that is not needed by other Processes. If you
subsequently decide that you want to be able to run a credit check from within
other Processes, you can expose the Embedded Sub-Process as an Independent
Sub-Process by refactoring it. See Refactoring Sub-Processes.
To create an embedded Sub-Process, do the following:
Refactoring Sub-Processes
Refactoring a Sub-Process allows you to do the following:
• Create a new Embedded Sub-Process from selected objects.
• Create a new Independent Sub-Process from selected objects and replace the
selected objects with a call to the newly created Sub-Process.
• Convert an existing Embedded Sub-Process (and its contents) into an
Independent Sub-Process and replace it with a call to the newly created
Sub-Process.
2. Right-click and select Refactor > Move into New Embedded Sub-Process.
In this example, the User Task has the following Parameters (two Data Fields
and one Formal Parameter):
2. Right-click and select Refactor > Extract into New Independent Sub-Process.
3. Because the Data Fields are only referenced in this Activity (and not used by
any other Activities), the following message is displayed:
— If you select the Data Fields, they are moved into the Sub-Process.
— If you do not select the Data Fields, they are created as Formal Parameters
in the Sub-Process (and mapped to those Formal Parameters). For more
information, see Data Fields and Participants on page 104.
4. The following dialog is displayed:
If you chose to create Formal Parameters for the Data Fields, you can see them
in the Project Explorer, under the Sub-Process:
In addition, if you click Task in the parent Process that calls the Sub-Process
and go to the Properties view, you can see the mappings that have been
created between Data Fields and Formal Parameters of the parent Process and
the Formal Parameters created in the Sub-Process:
In this Process, flow Proceeds from User Task 1 to the Gateway without
necessarily waiting for Task A to finish. If User Task 1 and Task A are refactored
into an Independent Sub-Process, an End Event is inserted into the Sub-Process,
effectively synchronizing the flow. TIBCO Business Studio prompts you to
confirm this change to the Process:
You can also use the Copy and Paste menu options either by right-clicking or by
selecting from the Edit menu.
3. Holding down the Ctrl key, select the Activities and Sequence Flows in the
Process that comprise the Fragment.
4. Press Ctrl and drag the selection into the Diagram Fragments view or copy
and paste it into the view:
The Fragment that you created is stored in that Category and can be used to create
new Processes.
You can drag Fragments and drop them into other Categories.
Example
The following example shows a Project and the associated Packages and
Processes used in an insurance environment.
In this example, the Validate Policy Process might call a Sub-Process in another
Package (for example, the Search Claim History Process). This Sub-Process is in
the same Project in this example, but it could be located in a different Project.
In BPMN, when an event of any type on the boundary of a Task fires, the Task is
cancelled and the exception flow from that event is followed. For example:
In this example, if the Message Event is fired, the Task to which it is attached is
cancelled and the Sequence Flow to Task 2 is followed.
With a Throw/Catch Error Event pair, an inflow Error Event "throws" or fires the
error, and if there is an active Task with an Error Event on the Task boundary, that
event "catches" the error, cancelling the Task and following the exception flow. For
example:
In this example, if the default flow for the XOR Gateway is taken, the inflow Error
Event throws an error. If the Task with the Error Event on its boundary is active, it
will catch the error, cancel the Task and proceed with Task 2.
A Throw and Catch Error Event pair functions like a Withdraw Link in an
iProcess procedure.
You can also specify an error code with either a Throw or Catch Error Event:
• If a Catch Error Event has no error code specified, it catches any thrown Error
Events in the Process (while the Task it is attached to is active).
• If a Catch Error Event has an error code specified, it only catches Error Events
that throw that error code.
• A Throw Error Event in a Process that is being exported to the iProcess
Modeler or deployed to the iProcess Engine must specify an error code.
When you specify error codes in the Properties view for Error Events, you can use
content assist. This means for example, that if you have entered ERROR1 for a
Throw Error Event, when you specify the error code for the Catch Error Event
you can press Ctrl + Space and the available error codes are displayed from
which you can select one.
An Error End Event functions just like any other inflow Error Event, except that
when one fires, if there are more Tasks that need to complete as the result of
exception flow, the outstanding Tasks complete; if there are no more Tasks that
need to be completed, the Process ends.
Processes and the Packages that contain them are stored in XPDL format. This
section describes how to import a TIBCO iProcess Modeler XPDL Package.
Restrictions
The procedure described in this section is only for importing a TIBCO iProcess
Modeler XPDL Package that was created in TIBCO iProcess Modeler. You cannot
use the Import menu option to do the following:
• Import TIBCO Business Studio XPDL files created using previous versions of
TIBCO Business Studio. To use them with the current version of TIBCO
Business Studio, manually copy the Package into your workspace and migrate
the Processes as described in Migrating Processes Created in Previous
Versions on page 70.
• You cannot import XPDL files that were created using the TIBCO Business
Studio Export > TIBCO iProcess Modeler XPDL option. Only iProcess
Modeler XPDL files exported from the TIBCO iProcess Modeler can be
imported.
When you import a TIBCO iProcess Modeler XPDL file into TIBCO Business
Studio, only the basic Analyst features of the Process are imported, and some
Implementation details may be lost.
Procedure
The easiest way to import a Process and the Package that contains it is by
dragging the XPDL file of the package onto the desired location in the Project
Explorer View. Alternatively, you can do the following:
1. Select File > Import.
2. In the Import dialog, select TIBCO iProcess Modeler Analyst process and
click Next.
One problem that occurs when dealing with Processes across their normal life
cycle (from creation, testing, rollout to maintenance) is how to know that a given
Process created by the Analyst, elaborated by the Process Developer and signed
off by the process owner is exactly the one that is in use in a given environment
(for example, a development, user-acceptance or production environment).
Particularly in large/complex projects where data is shared or modified by
several people, a source control system becomes necessary. Most enterprises have
one or more products for Source Configuration Management (SCM). This may be
a commercial product such as Perforce, Rational's Clearcase or an open source
solution such as:
• Concurrent Versions System (CVS) (http://www.nongnu.org/cvs/) or
• Subversion (http://subclipse.tigris.org/).
TIBCO does not provide its own SCM product, preferring to integrate with the
Enterprise's choice for SCM. The Eclipse feature for integrating with such an SCM
product is known as the Team Synchronization (see the Eclipse help). Since
Eclipse provides CVS by default, the following section describes how to use
Subversion; you should contact your SCM vendor for commercial plug-ins.
SCM is one part of Application Lifecycle Management (ALM) dealing only with
the preservation of revisions of software at different times, not the editorial and
approval processes that drive those different revisions.
This section assumes that you or your Subversion administrator have installed an
SVN server (see http://subversion.tigris.org/) or that you are using the version
bundled with TIBCO Business Studio (Asset Central).
Right-click an existing project that contains items you wish to source control.
Select Team > Share Project. Obtain the URL for the Repository Location from
your Subversion administrator.
Emailing Processes
The XPDL package files and the processes contained within can be sent using
email.
To send a Process:
1. In the Project Explorer, find the name of the package that contains the process
you want to send.
2. Right-click the Package and select Properties from the context menu. The
resulting dialog displays the Location of the Package.
3. Navigate to the indicated directory.
4. Drag and drop the Package directly onto your email message or otherwise
attach it (for example by pasting the Location value identified earlier).
• Save the attachment to a file. In Windows Explorer press Ctrl+C to copy it,
return to TIBCO Business Studio, and press Ctrl+V to paste it into the Project
Explorer.
• Drag the package from Windows Explorer into the appropriate Project in the
Navigator view in TIBCO Business Studio. When you return to the Project
Explorer view you can see the Package and its processes.
If after modeling your business process, you plan to execute it in the TIBCO
iProcess Engine, you must perform the following steps:
• Correct any Validation Errors
• Export the Process from TIBCO Business Studio
• Import the Process into the TIBCO iProcess Client
It is also possible to deploy a Process from TIBCO Business Studio directly to the
TIBCO iProcess Engine. For more information, see the TIBCO Business Studio
Process Developer’s Guide.
You can import processes created with Aris 6.2 or 7.0 software into TIBCO
Business Studio. First, you must use the XML Export Wizard in Aris to create an
XML file. Then use the Import Wizard in TIBCO Business Studio to import the
XML into TIBCO Business Studio.
For more information, see Object Mappings - Aris Software on page 150.
The Guids listed in the file correspond to graphics files located in the same
directory.
3. Locate the graphics files listed in the methodextension.cpf file and copy them
to a temporary directory.
4. Rename the graphics files to .emf or .wmf file extensions.
5. Open each image and save it to Portable Network Graphics (PNG) format.
6. In TIBCO Business Studio, create a folder called images in the Project into
which you will import the Aris Process.
7. Copy the PNG versions of the graphics into the images folder.
8. Export the Aris process and then import it into TIBCO Business Studio as
described in this chapter. The custom symbols you created in Aris should be
displayed in TIBCO Business Studio.
If the symbol does not display correctly, click the Data Object and check that
the file specified for External References is correct.
Pre-Export Tasks
If any of the Processes or groups of Processes that you want to export contain
FADs, do the following:
1. Log in to the Aris database that contains the data you want to export.
2. Open the main process.
Example
In Aris Version 6.2, in the Demo62 database, there are several examples of eEPC
processes. The following example shows the TIBCO Business Studio import of the
Aris example process Ticket Reservation (in Movie Palace > Business processes
> Customer service >Ticket reservation).
From within TIBCO Business Studio you can export information about your
Process and the Package that contains it to an HTML file. This is similar to the
procedure documentation that is generated in iProcess Modeler. You can also use
the command line to create Process documentation.
6. Select the elements of the Process that you want to include in the generated
Process Documentation. When you have finished customizing the Process
Documentation, click Finish.
7. The Process Documentation is saved to the location you specified. See
Viewing Process Package Documentation for more information.
Where:
— <workspace> is the path to the workspace where the Process Package from
which you want to generate the Process documentation is located. This
parameter is optional.
— <XPDLpath\file> is the location of the XPDL package file from which you
want to create the Process documentation. If you specified a workspace,
this parameter can specify either the full path or the relative path from the
workspace. If you did not specify a workspace, this parameter must specify
the full path to the XPDL file. If there are spaces in the path, you must
enclose the path within quotes ("").
— <HTMLpath\file> should be the full absolute path, including the .html
extension, of the file to which the HTML will be written. Supporting image
files and the stylesheet will also be created in the same folder as the HTML
file. If there are spaces in the path, you must enclose the path within quotes
("").
— <contentoption> allows you to specify options that control the content of
the generated HTML. You can specify any of the following options. Each
must be set to either on or off.
-all - This option switches all options on or off hence, if used, should appear
before all other options. This is useful for example if you want to start with
either a minimum or maximum set of options and then add or subtract
options with subsequent parameters.
-ShowProcessImages
-ShowParticipants
-ShowTypeDeclarations
-ShowDataFields
-ShowFormalParameters
-ShowFlows
-ShowImplementations
-ShowExtendedAttributes
Examples
The following command exports the default Process Package documentation:
TIBCOBusinessStudio.exe -application
com.tibco.xpd.procdoc.rcp.document -nosplash
The following command exports the most basic information possible (-all off) as
well as Process images and Sequence Flow details:
TIBCOBusinessStudio.exe -application
com.tibco.xpd.procdoc.rcp.document
-data c:\workspaces\myWorkspace -all off -ShowProcessImages on
-ShowFlows on "MyProject/Process Packages/ProcessPackage.xpdl"
"c:\temp\MyProcDoc\ProcessPackage.html"
The following command exports the most detailed information possible (-all on)
except for Process images and extended attributes:
TIBCOBusinessStudio.exe -application
com.tibco.xpd.procdoc.rcp.document -data
c:\workspaces\myWorkspace -all on -ShowProcessImages off
-ExtendedAttributes off "MyProject/Process
Packages/ProcessPackage.xpdl"
"c:\temp\MyProcDoc\ProcessPackage.html"
You can customize the validation that is performed in the Process Editor.
Specifically, for each validation error you can specify its severity level as Error,
Warning, Info, or Ignore. To customize the Process Editor validation, do the
following:
1. Select Window > Preferences.
2. Expand Process Editor and select Errors/Warnings. The following dialog is
displayed:
3. If you want to change the severity level for a Process Editor problem, select
from the drop-down list. When you have finished, click Apply to effect any
changes you have made.
You can downgrade the severity of BPMN errors, however you cannot
downgrade TIBCO Business Studio errors (for example iProcess Engine
validation errors) because they are not displayed in this dialog.
At the top of the dialog there is a drop-down list that allows you to select either
BPMN or Simulation. For more information about customizing the simulation
validation, see TIBCO Business Studio Simulation User’s Guide.
Chapter 4 Reference
This section of the help describes the major parts of the TIBCO Business Studio
user interface, including the perspectives and views that are provided.
Topics
Overview
Outline view Properties view of the current object (for Context help - available by pressing F1
example, Activity)
In Eclipse, a Perspective includes the views and set of editors that you commonly
use for a specific type of work. TIBCO has created several TIBCO Business Studio
perspectives that include the views and editors you commonly use when creating
business processes. The Modeling Perspective includes the following:
• Project Explorer View
• Problems View
• Outline View
• Diagram Fragments View
• Properties View
• Cheat Sheets View
For example, the following shows both the Navigator and Project Explorer views
of the same Project.
To see this view, select Window > Show View > Project Explorer.
Problems View
The Problems view is where the software displays warnings, errors and messages
about the resources used in your Project. To see this view, select Window > Show
View > Problems.
The Problems view also displays error messages that result from validation of
your Process. When you save your Process, it is validated for BPMN correctness
and for export to the TIBCO iProcess Modeler or for simulation (depending on the
Destination Environment setting of the Process).
You can correct several problems at once from the Quick Fix dialog by
clicking Find Similar Problems, selecting them, and clicking OK to apply
the fix. The number of similar problems found depends on the filtering that
you have set up in the Problems view (see Problems View on page 157).
— Double-click the problem or right-click the problem and select Go To. This
displays the Process in the Process Editor, highlighting the offending object
and allowing you to manually correct the problem.
Example
Outline View
The Outline View allows you to focus on specific areas of a large process. The
Outline View looks like this:
To see this view, select Window > Show View > Outline. By positioning the
mouse pointer over the shaded area and holding the left mouse button down, you
can reposition the shaded area of the Outline View and thus see different parts of
the process.
To see this view, select Window > Show View > Diagram Fragments. The buttons
in the upper right of the view allow you to do the following:
- Paste a Fragment from clipboard into the Diagram Fragments view or into
the Process.
Properties View
The Properties View shows you detailed information about the currently selected
object and allows you to specify the characteristics of an object.
To see this view, select Window > Show View > Properties. To view property
information, you must have an object selected.
Process Properties
When you have selected a Process in the Project Explorer, the following Properties
are available.
Activity Properties
When you have selected an Activity in the Process Editor, the following
Properties are available:
Gateway Properties
When you have selected a Gateway in the Process Editor, the following Properties
are available:
Event Properties
When you have selected an Event in the Process Editor, the following Properties
are available:
Lane Properties
When you have selected a Lane in the Process Editor, the following Properties are
available:
Process Editor
The Process Editor is where you create your business process. It includes a Palette
that contains the tools you use to create your Process.
Palette
You can create your Process using the tools on the Palette. The Business Process
Modeling Notation (BPMN) core set is supported by the Palette, which contains
the following tools:
Alignment Tools
For easier alignment of objects in the Process Editor, you can select either or both
of the following options:
• Diagram > Grid - This allows you to align objects to a grid.
• Diagram > Alignment Guides - As you move objects in a Process Editor, a
blue line appears when the center of two objects coincide.
You can also align objects that you have selected by choosing options from the
Diagram > Alignment menu. For example, if you have two Activities selected,
you can align them horizontally on their centers by selecting Diagram >
Alignment > Align Middle. Alternatively you can use the alignment buttons on
the toolbar that correspond to the menu options.
Process Validation
When you created your Process you specified the Destination Environment. If
you specified the TIBCO iProcess Modeler, when you save your Process, TIBCO
Business Studio performs validation to ensure that the Process can be imported
into the TIBCO iProcess Modeler.
Any error messages resulting from this validation will be displayed in the
Problems View and indicate which parts of your Process need to be changed.
This is not an exhaustive list of every problem that can be reported from
validation, but rather some of the more common guidelines.
Events
• A Start event is mandatory, and you should use only one.
• Start events must have a single uncontrolled output sequence flow.
• Inflow error events (throw errors) must have an Error Code specified.
Process Objects
• Send Tasks are not supported; all other Task Types are allowed (see Activities).
• Multiple Receive Tasks with no Sequence Flow input are permitted.
• Conditional Sequence Flows can only be used from a Gateway, and the
Gateway must have only one input, only one conditional output sequence
flow, and optionally only one default output Sequence Flow. Note that a
default Sequence Flow can only be used in conjunction with a Conditional
Sequence Flow.
• Parallel Gateways can only have non-conditional Sequence Flows (input and
output).
• Sub-Processes should be in the same Package as the calling Process.
• The first eight alphanumeric characters of the Process name should be unique.
• Validation is performed on the names of Data Fields and Parameters,
depending on their type. For example, the first 15 alphanumeric characters of
single-instance Data Field names should be unique within the Process and its
containing Package.
Project Objects
Process Procedure
Data Field (Package and Process) Field. Package level Data Fields are
created as fields in each Procedure. A
Date Time Data Field is exported as two
separate date and time fields in the
iProcess Engine (suffixed "_D" and "_T").
Group None
TIBCO Business
Corresponding TIBCO iProcess Modeler Object
Studio Object
Independent Sub-Procedure call
Sub-Process
User Task Script Script object. If you plan on having someone else
implement Open, Close and Submit scripts and
export or deploy the Process, use the Text script
type to describe the behavior of the scripts that you
want the Process Developer to implement.
You cannot export or deploy User Task scripts with
the script type set to Text. For more information
about implementing User Task scripts, see TIBCO
Business Studio Process Developer’s Guide.
Events
Timer Event (inflow) iProcess Event with deadline link and auto
withdraw deadline
Timer Event (on Task Defines deadline for iProcess step. In TIBCO
boundary) Business Studio there are two options you
can select (Withdraw Task on Timeout and
Continue Task on Timeout). These are
equivalent to the iProcess Withdraw flag.
Error Event pair (throw and Withdraw link - the throw event becomes a
catch) complex router and the catch event defines
the Withdraw link between the complex
router and the Task to which it is attached.
Gateways
Gateway with one input, one Condition with the Expression defined by
conditional output, and the condition on the conditional Sequence
optionally one default output Flow:
Connecting Objects
Swimlanes
TIBCO Business
Corresponding TIBCO iProcess Modeler Object
Studio Object
Pool Not mapped
Lane Lane
Inclusive Gateway.
OR Rule
This chapter contains tips for working with the TIBCO Business Studio user
interface.
Topics
Process Editor
I can’t see the Palette. Make sure you are in the Process Editor and
that the Palette is expanded (click the arrow to
the right, top of the scroll bar).
How can I create several Press the Ctrl key while adding the objects to
objects of the same type your Process. For example, if you want to
using the Palette? create several Sequence Flows, press and hold
the Ctrl key while clicking the Flow tool and
adding the Sequence Flows.
How do I align objects in There are two features that allow you to better
the Process Editor? align objects in the Process Editor - Grid and
Alignment Guides. These are both available
from the Diagram menu when using the
Process Editor. Grid allows you to snap objects
to the grid lines, and Alignment Guides shows
a centering line when you have aligned two
objects.
With several objects selected in the Process
Editor you can also select options from the
Diagram > Alignment menu to control the
vertical and horizontal alignment of the
objects.
I’m using Grid alignment Pressing the Alt key while moving an object
in the Process Editor and I allows you to position it between grid lines.
want to place an object
without using the Grid.
I want to see a larger view You can expand the Process Editor to fill your
of my Process. screen by double-clicking its title bar.
How can I easily resize an Pressing the Ctrl key while resizing one side of
Activity in the Process an object automatically resizes the opposite
Editor? side as well.
How can I create bendpoints Whilst holding down the left mouse button
when I draw a Sequence and positioning the Sequence Flow, right-click
Flow? to add a bendpoint.
I can’t get a Sequence Flow Sequence Flows are docked at the nearest
to dock where I want it to docking point rather than where you attempt
dock. to dock them. Try repositioning the middle of
the Sequence Flow to change the docking
point.
How can I position Highlight the Sequence Flow, the press the
Sequence Flows using the Period key (.) to move along the bendpoints.
keyboard? With a bendpoint highlighted, use the arrow
keys to position them and change the shape of
the flow. When you are done, press the Return
key.
How can I e-mail someone a Send them the XPDL Package file that contains
Process I am working on? the Process. Locate the Package file name in the
Project Explorer. The Package file is stored in
your workspace (by default this is
C:\Documents and
Settings\username\workspace).
Workbench
How can I quickly change There are buttons in the upper right of the
Perspectives? screen so you can change between the
Simulation and Modeling perspectives. You
can also do this using Ctrl + F8.
How can I switch to a Select File > Switch Workspace and browse for
different workspace? the location of the workspace. Note that after
you select a workspace and click OK, TIBCO
Business Studio must restart before you can
access the new workspace.
Problems View
In the Problems view I see Click to display the Filters dialog. This
not only problems for my
allows you to customize the problems display.
Process/Project, but
For example, you can select options to display
problems for all
problems for the selected resource only, or for
Processes/Projects.
any resource in the same Project.
Index
A customer support x
Activity 42
Participant 80
properties 136 D
Activity Marker 47
Aris software Data Field 57
creating custom symbols 117 creating 79
export 118 Data Object 36
import 119 decision behavior 91
integrating with 117 Declared Type 58
Artifact 36 Deploying a Process 33
Asset 60 Diagram Fragments View 133
ad-hoc 61
Concept Model 61
service 62
types 5 E
Association 39
Emailing Processes 114
Embedded Sub-Process 96
creating 97
B errors 144
correcting 145
Business Asset 60 Event 48
Business Process Asset 61 properties 140
Business Process Modeling Notation (BPMN) 64 exporting from Aris 118
business processes patterns 87 exporting to the TIBCO iProcess Modeler 144
Extended Attribute 57
creating 83
C
Cheat Sheets View 141 F
Concept Model Asset 61
creating a Package 10, 72 Flow Object 42
creating a Process 75 forking behavior 87
creating a Project 8 Fragment
creating Data Fields 79 creating 105
creating Participants 80
G P
Gateway 51 Package 4, 56
properties 138 creating 10
Group 38 import 110
Palette 75, 141
using 10
Parameter 58
I Participant 59
associating with Activity 80
importing a Package 110 associating with an Activity 80
importing Aris procedures 119 creating 80
Independent Sub-Process 94 Perspective 129
creating 99 Pool 68
Intermediate Event 49 Problems View 130, 157
Process 4, 56
adding objects to 10
correcting errors 145
L creating 75
exporting to TIBCO iProcess Modeler 144
Lane 65 Fragments 55
properties 140 properties 134
re-use 94
sample 7
selecting objects 11
M validation 144
working with 10
merging behavior 89 Process Component 54
Message Flow 39 Process documentation 124
Modeling perspective 129 Process Editor 75, 141, 154
multiple choice behavior 92 alignment tools 142
tips 154
using 10
Process Fragment 55
O Process Properties 134
Project 4, 56
object mapping - Aris Software 150 creating 8
object mapping - TIBCO iProcess Modeler 145 creating in source control 113
Outline View 131 purpose 8
Project Explorer View 129
Properties View 133
sample Processes 7
selecting Objects 11
Sequence Flow 40 V
combining 88
properties 139 validation errors
using to connect objects 11 correcting 145
source control 112, 113
Special Folder 63
enabling and disabling 86
Start Events 48 W
Sub-Process 45
calling 94 Workbench 156
expanding 96 workflow pattern 87
refactoring 97
Subversion 112
support, contacting x
SVN Repository X
browsing 113
Swimlane 65 XML Process Definition Language (XPDL) 64
T
Task 42, 43
technical support x
Text Annotation 37