The document provides an overview and instructions for Oracle BPM 11g Modeling. It includes copyright and usage restrictions, a table of contents, and describes the course objectives, target audience, and suggested class schedule over three days. Various acronyms used in the course are also defined.
3. iii
Contents
Preface
1 Course Overview
Objectives 1-2
Course Target Audience 1-3
Course Description 1-4
Course Objectives 1-5
Suggested Class Schedule: Day One 1-6
Suggested Class Schedule: Day Two 1-7
Suggested Class Schedule: Day Three 1-8
Acronyms Used in This Course 1-9
Summary 1-10
2 The BPM Life Cycle and the Oracle BPM Suite
Objectives 2-2
Agenda 2-3
Definition: Business Process Management 2-4
Definition: Business Process 2-5
Real-World Business Processes 2-6
Real-World Business Process Management 2-7
Summary: Business Process Management 2-8
Agenda 2-9
BPM Life Cycle Highlights 2-10
Planning 2-11
Strategy 2-12
The BPM Life Cycle 2-13
Agenda 2-15
The Oracle Business Process Management Suite 2-16
Process Modeling 2-17
Three Modeling Tools 2-18
The BPM Life Cycle Using BPA Suite 2-19
BPM Process Composer 2-20
Modeling with BPM Studio 2-21
Feature Comparison 2-22
The Oracle Metadata Service Repository 2-23
4. iv
Modeling and Implementation: An Iterative Process 2-24
Implementation with OBPM Studio 2-25
Deployment 2-26
Oracle BPM Run Time 2-27
The Oracle SOA Suite 2-28
The Oracle Business Rules Engine 2-29
The Oracle Human Workflow Engine 2-30
Business Process Workspace 2-31
Process Analytics: Oracle BPM Workspace 2-32
Oracle Business Activity Monitoring 2-33
The Oracle WebLogic Application Server 2-34
Summary View: The Oracle BPM Suite 2-35
Quiz 2-37
Agenda 2-40
Modeling in BPM Composer; Simulating and Implementing in BPM Studio 2-41
Modeling, Simulating, and Implementing Using BPM Studio 2-42
Integrating Between the BPA Suite and Oracle BPM 2-43
Modeling in BPM Studio; Modeling and Deploying from BPM Composer 2-44
Creating Project Templates in BPM Studio; Using Them in BPM Composer 2-45
Agenda 2-46
Case Study Overview: SalesQuote Process 2-47
Case Study Overview: Process Simulation 2-49
Case Study Overview: Deployment 2-50
Case Study Overview: Participation 2-51
Case Study Overview: Monitoring and Analysis 2-52
Summary 2-53
Practice 2 Overview: Checking Your Understanding 2-54
3 Modeling a Process Using Oracle Business Process Composer
Objectives 3-2
Lesson Agenda 3-3
Workflow Review: Modeling in BPM Composer; Simulating and Implementing
in BPM Studio 3-4
Preparing to Log into BPM Process Composer: Starting the Application Server 3-5
Logging Into BPM Process Composer 3-6
Welcome Page (Project Creator) 3-7
Welcome Page Depends on User Role 3-8
Changing Preferences 3-10
Oracle BPM Projects 3-11
Two Ways to Create Oracle BPM Projects in BPM Composer 3-12
Method 1: Creating a Project Using Create New Project 3-13
5. v
Folder and Deployment Options 3-14
New Project Created 3-15
Method 2: Creating a Project Using the Project Menu 3-16
Creating a Manual Process 3-17
A Simple Manual Process 3-18
Practice 3-1 Overview: Getting Started with Process Composer 3-19
Lesson Agenda 3-20
RequestQuote Process (Review) 3-21
User Tasks 3-22
Renaming User Tasks 3-23
Adding a User Task Using the Component Palette 3-24
Adding a User Task Using the Component Menus 3-25
Adding User Tasks: Straight-Through Processing 3-26
Swimlanes and Roles 3-27
SalesQuote Project: Roles 3-28
Assigning Roles 3-29
Adding a Swimlane 3-30
Quiz 3-31
Practice 3-2 Overview: Adding User Tasks, Swimlanes, and Roles 3-32
Lesson Agenda 3-33
Gateways 3-34
Gateways: Sample #1 3-35
Gateways: Sample #2 3-36
Quiz 3-37
Gateways: Component Menu and Component Palette 3-38
Adding the Exclusive Gateway 3-39
Adding the Conditional Transition 3-40
Adding the Default Transition 3-41
Could Sequential Tasks Be Done in Parallel? 3-42
Adding a Parallel Gateway 3-43
Adding a Parallel Gateway: Rewiring Transitions 3-44
Results of Business Practices Review? 3-46
Solution: Loop (Exclusive Gateway) 3-47
Result of Approvals? 3-48
Solution: Loop (Another Exclusive Gateway) 3-49
Is Business Practices Review Required? 3-50
Business Rule: Determine Approvals 3-51
What Happens After the Contracts Are Finalized? 3-52
Service Task: SaveQuote 3-53
Saving a Private Copy of the Project 3-54
6. vi
Practice 3-3 Overview: Adding Gateways to the RequestQuote Process 3-55
Summary 3-56
4 Editing a Process Model in BPM Studio
Objectives 4-2
Lesson Agenda 4-3
Workflow Review: Modeling in Oracle BPA; Simulating and Implementing
in BPM Studio 4-4
Workflow Review: Modeling in BPM Composer; Simulating and Implementing
in BPM Studio 4-5
Workflow Review: Modeling, Simulating, and Implementing Using BPM Studio 4-6
Workflow Review: Modeling in BPM Studio;Modeling and Deploying from
BPM Composer 4-7
Workflow Review: Creating Project Templates in BPM Studio; Using Them in
BPM Composer 4-8
Quiz 4-9
Lesson Agenda 4-10
Two Ways to Share Oracle BPM Projects 4-11
.exp Files 4-12
Exporting a Project to a .exp File 4-13
Importing a .exp File (BPM Studio Only) 4-14
BPM Metadata Service (MDS) Repository 4-15
BPM MDS Locking 4-17
BPM MDS Locking: Implementation 4-18
Publishing Projects in BPM Composer 4-19
Retrieving Published Projects in BPM Composer 4-20
Private Versus Shared Editing Modes 4-21
Saving Versus Publishing Versus Discarding 4-22
Quiz 4-23
Lesson Agenda 4-24
Starting Oracle BPM Studio (JDeveloper) 4-25
Oracle BPM Studio User Interface 4-26
BPMN Process Editor 4-27
Component Palette 4-28
BPM Project Navigator 4-29
Application Navigator 4-30
BPM MDS Navigator 4-31
Structure View 4-32
Documentation View 4-33
Log View 4-34
Simulation View 4-35
7. vii
Quiz 4-36
Lesson Agenda 4-37
BPM Studio and MDS 4-38
Creating a New Application 4-39
Creating a New Application: Creating a Project in the New Application 4-40
Retrieving Published Projects in BPM Studio 4-41
Publishing Projects in BPM Studio 4-42
Locking and Releasing Project Locks in BPM Studio 4-43
Practice 4-1 Overview: Sharing BPM Projects Across Multiple Users 4-44
Lesson Agenda 4-45
Oracle BPM Projects (Review) 4-46
Creating a New BPM Project 4-47
Creating a BPMN Process Within the Project 4-49
BPM Project with a Simple Manual BPMN Process 4-50
BPM Studio Component Palette 4-51
Adding a User Task 4-52
Adding a User Task: Defining Properties 4-53
Renaming a Task (Setting Properties) 4-54
Updating Swimlane Labels (and Adding Roles) 4-55
Adding an Exclusive Gateway 4-56
Adding an Exclusive Gateway: Defining Properties 4-57
Adding an Exclusive Gateway: MovingTransitions 4-58
Adding a Conditional Transition 4-59
Adding a Default Transition 4-60
Renaming the Transitions 4-61
Adding an Exclusive Gateway: The End Result 4-62
Practice 4-2 Overview: Editing Processes in BPM Studio 4-63
Summary 4-64
5 Using Additional BPMN Flow Objects
Objectives 5-2
Lesson Agenda 5-3
Elements of a BPMN Business Process Model 5-4
Tokens 5-5
Data Objects 5-6
Lesson Agenda 5-7
The Script Task 5-8
The Business Rule Task 5-9
User Tasks 5-10
Manual Tasks 5-11
Service Tasks 5-12
8. viii
Send and Receive Tasks 5-13
Quiz 5-14
Lesson Agenda 5-16
Controlling Process Flow With Gateways 5-17
The Exclusive (XOR) Gateway 5-18
Defining a Loop Using an XOR Gateway 5-19
The Inclusive (OR) Gateway 5-20
The Parallel (AND) Gateway 5-21
Complex Gateway (Chained Split) 5-22
Complex Gateway (Voting Pattern) 5-23
Gateway Summary 5-24
Quiz 5-25
Lesson Agenda 5-26
Events 5-27
Start and End Events 5-28
Catch Events 5-31
Throw Events 5-32
Using Message Events for Asynchronous Invocation 5-33
Quiz 5-34
Lesson Agenda 5-35
Embedded Subprocesses 5-36
Summary 5-37
Practice # 5: Applying Flow Objects in a Business Process 5-38
6 Handling Information and Documenting Business Processes
Objectives 6-2
Lesson Agenda 6-3
What Is a Process Instance? 6-4
BPM Processes and Information 6-5
Data Structures 6-6
Data Objects (Review) 6-7
Process Data Objects Versus Project Data Objects 6-8
Business Indicators: A Special Case 6-9
Arguments 6-10
Lifespan 6-11
Access 6-12
Lesson Agenda 6-13
BPM Methodology Using BPA Suite (Review) 6-14
Business-Driven Modeling (Review) 6-15
Sharing the Model 6-16
What Requirements Do You Need to Communicate? 6-17
9. ix
What Might You Want to Document? 6-18
Documentation Overview 6-19
End-User Documentation 6-20
Defining End-User Documentation for a Process in BPM Composer 6-21
Defining End-User Documentation for a Flow Object in BPM Composer 6-22
Defining End-User Documentation for a Process in BPM Studio 6-24
Defining End-User Documentation for a Flow Object in BPM Studio 6-25
Documentation Overview 6-26
Providing Documentation for Developers and Other Process Analysts:
Documentation Window 6-27
Creating Annotations 6-28
Property Window Descriptions 6-29
Quiz 6-30
Practice 6-1 Overview: Documenting Business Processes 6-31
Lesson Agenda 6-32
What Are Business Rules? 6-33
Business Rules: What Process Analysts and Business Users Can Do 6-34
Operative Rules: Two Examples 6-35
What the Determine Approvals Task Does 6-36
Determine Approvals: Is Business Practices Review Required? 6-37
Determine Approvals: What Approvals Are Required for Approve Deal Task? 6-38
Types of Participant List Builders 6-39
Approval Management Options 6-40
Summary 6-41
7 Setting Up the BPM Organization
Objectives 7-2
Business Processes and the Organization 7-3
Why Model the Organization? 7-4
The Organizational Chart 7-5
Controlling Visibility of Processes 7-6
Controlling Permissions with Roles 7-8
Modeling Calendar Rules and Holiday Rules 7-9
Modeling Participants 7-11
Deployment to Run Time 7-12
Creating a Holiday Rule 7-13
Creating a Calendar 7-14
Creating Organizational Units 7-15
Summary 7-16
Practice 7 Overview: Setting Up the BPM Organization 7-17
10. x
8 Running Simulations
Objectives 8-2
Lesson Agenda 8-3
What Are Simulations? 8-4
Why Simulate? 8-5
Oracle BPM Suite Solution Life Cycle 8-7
What Components Do You Need to Configure? 8-8
Process Simulation Models 8-9
Project Simulation Definitions 8-10
Steps 8-12
Quiz 8-13
Lesson Agenda 8-14
Creating a Process Simulation Model 8-15
Simulation Models: Two Tabs 8-16
Simulation Models: Activity Parameters 8-17
Simulation Models: Gateway Parameters 8-20
Simulation Models: Gateway Parameters for Outcomes 8-22
Sample Predictions 8-23
Lesson Agenda 8-24
Project Simulation Definition (Review) 8-25
Creating a Project Simulation Definition 8-26
Project Simulation Definition 8-27
Quiz 8-28
Practice 8-1 Overview: Configuring Simulations 8-30
Lesson Agenda 8-31
Steps (Review) 8-32
Running a Simulation 8-33
Animation 8-34
Adjusting Activity Resources During the Animation 8-36
Simulation Results 8-37
Chart Toolbar 8-38
Chart Toolbar: Indicators 8-39
Sample Drill-Down: Interactive Activities Only, with Two Time Indicators 8-40
Approve Deal: Options for Resolving Problems 8-41
Best Practices 8-42
Summary 8-43
Practice 8-2 Overview: Running Simulations 8-44
9 Participating in a Running Process
Objectives 9-2
Lesson Agenda 9-3
11. xi
Oracle BPM Suite Solution Life Cycle 9-4
Process Participant Applications 9-5
Launching and Logging Into Oracle BPM Workspace 9-6
Oracle BPM Workspace: Tasks Page 9-7
Quiz 9-9
Lesson Agenda 9-10
Sales Quote Demo: Part 1 9-11
Sales Quote Demo: Part 2 9-12
Rules for Business Practices Review and Approve Deal Tasks 9-13
Sample Quotes 9-14
Sample Process Flow (Happy Path) 9-15
Log In and Initiate Quote Process 9-16
Enter Quote Header 9-17
Select Products 9-18
Request Discounts 9-19
Request Terms 9-20
Submit Quote 9-21
Sales Representative’s Worklist After Submitting a Quote 9-22
jstein: Business Practices Review 9-23
eheming: Approve Deal 9-24
cdickens: Approve Terms 9-25
cdickens: Finalize Contract 9-26
Quiz 9-27
Summary 9-28
Practice 9-1 Overview: Participating in a Running Process 9-29
10 Using Process Analytics
Objectives 10-2
Lesson Agenda 10-3
Why Monitor? 10-4
Oracle BPM Suite Solution Life Cycle 10-5
Extracting Business Information 10-6
Where Monitoring Data Is Sent 10-7
Standard BPM Dashboards (BPM Workspace) 10-8
Custom BPM Dashboards (BPM Workspace) 10-9
Out-of-the-Box Dashboards (Oracle BAM) 10-10
Custom Dashboards (Oracle BAM) 10-11
Quiz 10-12
Lesson Agenda 10-13
Built-In Measures and Dimensions 10-14
Four Standard Dashboards 10-15
12. xii
Sample “Workload per participant” Dashboard 10-16
Sample “Workload per process” Dashboard 10-17
Sample “Performance per participant” Dashboard 10-18
Sample “Performance per process” Dashboard 10-19
Quiz 10-20
Process Analytics Life Cycle: Using Standard Metrics Only 10-22
Sampling Points 10-23
1. Optionally, Reconfigure Sampling Points 10-24
2. Optionally, Reconfigure the Data Targets 10-25
3. Implement and Deploy the Project (Developer) 10-26
4. View Standard Dashboards Using BPM Workspace: Log In 10-27
4. View Standard Dashboards Using BPM Workspace: Display Specific
Dashboard 10-28
4. View Standard Dashboards Using BPM Workspace: Drill Down 10-29
Practice 10-1 Overview: Viewing Out-of-the-Box Dashboards in BPM
Workspace 10-30
Lesson Agenda 10-31
Custom BPM Dashboards (BPM Workspace) 10-32
Configurable Process Metric Components 10-33
Business Indicators 10-34
Three Types of Business Indicators 10-35
Measures 10-36
Dimensions 10-37
Counters 10-38
Measurement Marks 10-39
Measurement Marks: What Data Is Captured 10-40
How Measures and Counters Are Captured 10-41
Usefulness of Interval Start and Interval Stop 10-42
Quiz 10-43
Process Analytics Life Cycle: Creating Custom Metrics 10-45
1. Add Business Indicators 10-46
2a. Optionally, Add Measurement Marks 10-47
2b. Optionally, Add Counter Marks 10-48
3. Optionally, Reconfigure Sampling Points 10-49
4. Optionally, Reconfigure the Data Targets 10-50
5. Implement and Deploy the Project (Developer) 10-51
6. Configure Custom Dashboards Using BPM Workspace 10-52
6.1: Create a Custom Page 10-53
6.2: Add a “Dashboards” Panel to the Page 10-54
6.3: Define a Data Source, and Specify Graph Content 10-55
Graph Content: Defining Dimensions and Measures 10-56
13. xiii
Important Concepts 10-58
Practice 10-2 Overview: Creating Custom Dashboards in Oracle BPM
WorkSpace 10-59
Summary 10-60
11 Creating Real-Time Dashboards Using BAM
Objectives 11-2
Lesson Agenda 11-3
Why Monitor? (Review) 11-4
Extracting Business Information (Review) 11-5
What Is Oracle BAM? 11-6
Oracle BAM Dashboards 11-8
Who Needs BAM? 11-9
Analyze Processes, Trends, and Context 11-10
Immediately Deliver Information to Business Users 11-11
The Result 11-12
Standard and Custom Reports (Oracle BAM) 11-13
Quiz 11-14
Comparing Process Analytics and BAM 11-15
Features 11-16
Oracle BAM View Types 11-17
Sample Bar Chart Views 11-18
Pie Chart Views 11-19
Sample List Views 11-20
Action List 11-21
Crosstab and Summary Crosstab Views 11-22
Key Performance Indicator Views 11-23
Filters 11-24
Drilling 11-25
Drilling Down, Drilling Up 11-26
Drilling Through, Drilling Across 11-27
Views Driving Other Views 11-29
Action Buttons 11-32
Action Types 11-33
Alerts: Event Options 11-35
Alerts: Conditions and Actions 11-37
Sample Uses for Alerts 11-39
Quiz 11-40
Lesson Agenda 11-41
Integrating BPM Server with BAM Server 11-42
Creating Custom Metrics 11-43
14. xiv
Enabling BAM in the BPM Project (BPM Studio) 11-44
Lesson Agenda 11-45
Oracle BAM Toolsets (Console) 11-46
Using BAM Active Viewer 11-48
Viewing Reports 11-49
Using BAM Active Studio 11-50
Steps in Creating a Real-Time Report 11-51
Selecting the Report Layout 11-52
Selecting a View: Options 11-53
Sales Quote Demo: Sample Views 11-54
Creating Views for Your Report 11-55
Selecting Data Objects and Data Fields 11-56
Selecting Other Formatting Options 11-57
View Data and View Properties 11-58
Saving the Report 11-59
Summary 11-60
Practice 11-1 Overview: Building a Dashboard Using BAM Active Studio 11-61
12 Customizing Processes and Rules
Objectives 12-2
Lesson Agenda 12-3
BPM Metadata Service (MDS) Repository (Review) 12-4
Quiz 12-5
Retrieving Published Projects in BPM Composer (Review) 12-6
Quiz 12-7
BPM MDS Navigator (Review) 12-8
Lesson Agenda 12-9
What Project Templates Are, and Why They Are Used 12-10
Workflow Review: Creating Project Templates in BPM Studio; Using Them in
BPM Composer 12-11
Steps 12-12
Creating a Project Template From Scratch 12-13
Converting a Regular BPM Project to a Project Template 12-14
Setting Edit Policies at the Process Level 12-15
Setting Edit Policies at the Activity Level 12-16
Defining Data Objects, Variables, and Business Catalog Components 12-17
Publishing the Template to BPM MDS 12-18
Creating a New Project Based on a Project Template 12-19
Editing the Project (Flow Sealed Example) 12-20
Editing the Project (Activity Sealed Example) 12-21
Quiz 12-22
15. xv
Publishing the Project to BPM MDS 12-23
Deploying the Project to BPM Run Time 12-24
Deploying the Project to BPM Run Time: Deployment with Approval Flow 12-25
Quiz 12-26
Practice 12-1 Overview: Creating and Using Project Templates 12-27
Lesson Agenda 12-28
What Are Business Rules? (Review) 12-29
Business Rules: What Process Analysts and Business Users Can Do
(Review) 12-30
Rules for Business Practices Review and Approve Deal Tasks (Review) 12-31
Opening a Business Rule 12-32
Rule Global Variables 12-33
Bucketsets 12-34
Rulesets: IF/THEN Rules 12-35
Rulesets: Decision Tables 12-36
Editing Project Business Rules 12-38
Quiz 12-39
Lesson Agenda 12-40
Editing Deployed Business Rules at Run Time 12-41
Workflow: Editing Business Rules at Run Time 12-42
Opening a Deployed Project 12-43
Sample Rules in a Deployed Project 12-44
Editing Global Variables in a Deployed Project 12-45
Editing Bucketsets in a Deployed Project 12-46
Editing IF/THEN Rules in a Deployed Project 12-47
Editing Decision Tables in a Deployed Project 12-48
Editing Deployed Rules: Toolbar 12-49
Quiz 12-50
Summary 12-52
Related Courseware 12-53
Where to Go for More Information 12-54
Next Steps 12-55
Practice 12-2 Overview: Editing Business Rules at Run Time 12-56