The document provides an agenda and overview for a training on e-governance and enhancing service delivery through implementing quick win pilot e-services using service oriented architecture (SOA) and business process management (BPM). The training covers topics like BPM overview, Oracle BPM & BPEL, Oracle human task, Oracle business rules, Oracle BAM, SOA guidelines and best practices, and a case study.
Horngren’s Financial & Managerial Accounting, 7th edition by Miller-Nobles so...
SOA - BPM
1. e-GOVERNANCEe-GOVERNANCE
for
ENHANCE SERVICE DELIVERY
TRANSFER KNOWLEDGE, DEVELOP AND IMPLEMENT QUICK WIN PILOT
E-SERVICES
(SERVICE ORIENTED ARCHITECTURE (SOA) -BASED BUSINESS PROCESS MANAGEMENT
(BPM))
June 2nd
to 21st
2012
AMMAN- JORDAN
DAY 2
PRESENT BY:
2. Agenda
Time Topic
9:00 BPM Overview
10:00 Oracle BPM & BPEL
11:00 Coffee Break
11:30
Oracle Human Task
Oracle Business Rules
Oracle BAM
1:30 Luch Break
2:30 Oracle ADF
3:00 SOA Guidelines & Best Practices
4:00 Coffee Break
4:15 SOA Guidelines & Best Practices
5:00 Case Study
4. What is BPM
• Business Process Management is a generic term,
that encompasses the techniques, structured
methods, and means to streamline operations and
increase efficiency.
• BPM techniques and methods enable you to
identify and modify existing processes to align them
with a desired (improved) future state.
•،التنظيم وأساليب تقنيات يشمل ،عام مصطلح هو العمال عمليات إدارة
.الكفاءة وزيادة العمليات لتبسيط اللزمة والوسائل
•العمليات وتعديل تحديد من تمكنك العمال عمليات إدارة وطرق تقنيات
.المرجوة ()المحسنة المستقبلية الحالة مع لمواءمتها الحالية
5. Business Process Management (BPM)
Software and strategy for modeling, automating, managing and optimizing
business processes across organizational divisions, systems and applications.
والنظم التنظيمية التقسيمات عبر العمال عمليات وتحسين وإدارة ،وأتمتة ،لقولبة وإستراتيجية برمجيات
.والتطبيقات
Systems
Goals
Process
People
Information
Strategy Policies Compliance
6. Principles of BPM العمال عمليات إدارة مبادئ
• Organize around outcomes not
tasks
• Correct and improve processes
before (potentially) automating
them
• Establish processes and assign
ownership
• Standardize processes across
the enterprise
• Enable continuous change
• Improve existing processes,
rather than build radically new or
‘perfect’ processes
•المهام وليس النتائج حول تنظيم
•أتمتها قبل من العمليات وتحسين تصحيح
•عنها المسؤولين وتعيين العمليات إنشاء
•المؤسسة عبر العمليات توحيد
•المستمر التغير تفعيل
•عمليات بناء من بدل ،القائمة العمليات تحسين
.‘'مثالية أو جديدة جذرية
7. Typical Business Drives الدوافع
• Reduce staff and office overhead
numbers
• Process business critical activities
faster
• Reduce the number of errors and
exceptions
• Reduce overall IT costs
• Reduce duplications
• Increase visibility into operational
efficiencies and bottlenecks
• Reduce business risks
• Improve customer service and
retention
•العامة والنفقات الموظفين عدد خفض
•أسرع بشكل الحاسمة العمال أنشطة معالجة
•والستثناءات الخطاء عدد تقليل
•المعلومات تقنية تكاليف إجمالي خفض
•الزدواجية من الحد
•سير واختناقات التشغيلية الكفاءة في وضوح زيادة
العمال عمليات
•العمال مخاطر من الحد
•بهم والحتفاظ العملء خدمة تحسين
8. Business Analysis العمال تحليل
• No business process improvement or change activity
can be undertaken without the use of business
analysts and/or business analysis techniques
• You must never attempt to change a business process
without first analyzing the business impact of the
change in detail
• Most people think they understand the techniques of
analysis (e.g., requirements gathering), but few actually
do
• Most projects failures do not stem from technology
– Rather, a lack of insight, stakeholder support or planning
-- all things that are the focus of business analysts!
9. Business Process Analysis العمال عمليات تحليل
• Most common starting point is when something is not right in the
organization…
– A meta problem: there are duplicative processes and information
across departments
– A business problem: exception rate is too high
– A micro problem: some user interface screens are confusing
• Business Analyst needs to
– evaluate the situation from various angles and identify core issues
– review any documentation, interview workers
– flowchart/document current process
– recommend improvements
• When to use: When you have already clearly identified a specific
process or process for improvements
14. Oracle BPM Solution Components
Business user friendly
Human centric
Collaborative
Frequent process changes
SOA architecture
Apps integration, AIA
BPEL
High performance STP
Round-tripping with BPA
BPM
BPEL PM
Human Centric
Business Process
Management
System Centric Process
Management and SOA
15. Unified Process Foundation
• Unified engine –BPEL, Rules, Human Workflow to support ALL types of
processes
• Business catalog –A registry of services and objects that enables IT to provide
prewired processes and human tasks to be assembled in Process Composer
• End-to-end management & monitoring -Find faults that have happened
anywhere in the system and take corrective action
• Integration Services –Adapters, UDDI integration, CEP integration, BI action
framework integration, Identity management integration
• Scalable architecture –From simple to complex tasks, and large volumes of
transactions
16. Unified Runtime Platform موحدة تشغيل منصة
BPEL
Create and
Submit Order
Process
Payment
Notify
User
Download
Video
Wait
3 days
Call
Customer
Customer
Customer
SalesRep
Copy to
S3
Create and
Submit Order
Process
Payment
Notify
User
Download
Video
Wait
3 days
Call
Customer
Customer
Customer
SalesRep
Copy to
S3
BPM
(with Business and IT view)
Business View
Worklist Process Portal MS Office BAM, BI
Process Core
Human Task
(BPEL4People)
Business
Rules
SCA
BPEL
BPMN
2.0
BPM Server
Enterprise
Manager
18. What is BPEL
• Business Process Execution Language
• BPEL is an open industry standard
http://docs.oasis-open.org/wsbpel/2.0/wsbpel-specification-draft.html
– Oracle has made supported extensions to BPEL
• Human Workflow Service Engine
• Database Interfaces
• Applications Adapter
• SOA based (Service Oriented Architecture) BPEL allows for the
integration of Web Services into end-to-end processes.
• These BPEL processes can themselves be a Web Service.
• BPEL is far more powerful than Workflow so keep an open mind
as we all move through this transition.
19. BPEL Features
• Supports Synchronous & Asynchronous Transactions
• Flow Controlالتدفق في التحكم
• Compensating Transactionsالتعويضية الرجراءات
• Data Manipulation using XPath, XSLT, and Xquery
• Human Workflow
• Routing/Assignments تكليف / تورجيه
• Notifications إخطارات
• Nomination, Delegation and Reassignment تكليف وإعادة تفويض ،ترشيح
• Escalations التصعيد
• JSP Formsنماذج
• Work List Applicationالعمال قائمة
• Comments and Attachmentsالمرفقات و الملظحظات
• Audit Trailوالتدقيق المرارجعة
26. Human Task
• A BPEL process invokes a special activity of the human task type
when it needs a human to perform a task.
• The process waits for the task to complete.
• There is metadata associated with the task that is used by the human
task service component to manage the lifecycle of the task:
• Who performs the task
• Who are the other stakeholders
• When must the task be completed
• How do users perform the task,
• The human task service component uses an identity directory, such as
LDAP, to determine people's roles and privileges.
• The human task service component presents tasks to users through a
variety of channels:
• Worklist Application
• Worklist Portlet
• Notifications: email, phone, SMS, etc.
31. Business Rulesالعمل سير قواعد
Business rules are statements that describe business
policies or describe key business decisions.
العمال قرارات تصف أو العمل سياسات تصف التي العبارات هي العمل سير قواعد
.الرئيسية
Examples:
•Business policies such as spending policies and approval matrices.
•Constraints such as valid configurations or regulatory requirements.
•Computations such as discounts or premiums.
•Reasoning capabilities such as offers based on customer value.
35. Business Activity Monitor - BAM
Oracle BAM provides a framework for
•Creating dashboards that display real-time data inflow.
•Creating rules to send alerts under specified conditions.
36. Business Activity Monitor - BAM
• Data and Event Collection:
The Oracle BAM provides mechanisms to collect event and data information from
various sources, and it is integrated with Oracle BPEL Process Manager to link
process-related events in real time.
• Event Analysis:
This allows the filtering and analysis of event-based information in line with the KPI
information set by the users.
• Intuitive Dashboards:
This allows detailed reports regarding the process to be available to the users as per
their requirements. It allows data from various sources to be made available using
intuitive dashboards, which a user can use to take decisions or set customized alerts.
• Real Time Alerts:
The Oracle BAM provides the capability for setting alerts in case a business process is
performing outside the range of acceptable standards.
38. Oracle Application Development Framework (ADF)
– Is an end-to-end Java EE framework that is extensible
– Utilizes and adds value to the Java EE platform
– Abstracts Java EE complexity
– Provides declarative and visual development
– Enables developers to focus on the application, not the low-
level infrastructure
– Creates reusable and maintainable code
– Uses metadata, simplifying the basic task of wiring user
interfaces to services
– Implements Java EE best practices and design patterns,
including MVC
40. Implementing MVC with the ADF Framework
ADF Bindings (JSR 227)
Business Services
Data
Services
Model
Controller
View
JSF
Desktop Browser-based
Struts JSF/ADF Task Flow
OfficeADF Swing JSP ADF Faces / DVT
XML Data Legacy DataRelational Data
Packaged
Apps
TopLink
EJB BAM ADFbc PortletsBI EssbaseBPEL Web
Services
Java
41. Types of ADF Business Components
CustomerEO
OrderEO
LineItemEO
OrdVO
CustVO
CustomerOrder
AllOrders
Customer
Application Module
with View
Object Instances
View
Objects
and
View
Link
Entity Objects
and Associations
StorefrontAM
42. SOA Guidelines & Best Practices
الممارسات أفضل و التوجيهية المبادئ
44. Start with Business Firstأول بالمعمال إبداء
• Do not try to boil the ocean.
• Focus on what is strategically
important --- NOW!
• Front End E-Services first
• Regulations & Compliancy
• E-Government Coverage
• Near-term focus, grow scope over
time
•المور تعقد ل
•إستراتيجية ناحية من مهم هو ما معلى ركز
•أول للجمهور الموجهة الخدمات
•للقوانين المتثال و اللوائح
•اللكترونية للحكومة كاملة تغطية
•إلى النطل ق ثم المدى قريبة الخطط معلى التركيز
المدى بعيدة
45. Be Flexibleبالمرونة تمتع
• Executives will probably never, ever,
use EA models but they will always
need the outputs
• Provide what they need in a form that
they like
• Recognize Business Architecture for
business planning is an emerging
discipline
•هيكلية نماذج يستخدموا لن التنفيذيون المديرون
لنواتج دائما يسعون لكنهم ، الرجح معلى المؤسسات
.منها المتأتية
•.لهم يرو ق أن يمكن شكل في له يحتاجون ما توفير حاول
•وانضبات كعلم المعمال وتخطيط بمعمارية المعتراف
.ناشئ
46. SOA Guidelines
• Align architecture principles across lines of business by creating
reference architectures
• Centralize the creation of standards, policies, and processes
• Select technical solutions and vendor partners that adhere to industry
standards
• Establish an enterprise data management function to define and
monitor enforcement of data governance across governmental entities.
• Enforce security policies at the data service layer with declarative
policy definition centrally
• The SOA approach should focus on high-value business processes
• EA and SOA should be driven by multiyear strategic plans that
integrate business and IT goals
• Provide enterprise SOA training for managers and stakeholders as well
as architects, developers, PMs, BAs, and QAs
• Utilize a service registry to catalogue existing services and define
processes to identify and submit potentially sharable services
47. SOA Guidelines
• Centralize SOA operations and support until greater maturity is
realized
• Deploy a Web services management solution for runtime policy
enforcement through distributed policy enforcement points
• Establish SOA goals and strategies that are tightly aligned with the
business
• Establish SOA goals, standards, policies, and procedures
proportionate to your SOA maturity
• Define clear metrics that are obtainable and can show your progress in
maturing your SOA and EA efforts
• Put repeatable and well-defined governance processes in place and
capture metrics
• Automate as many of the governance processes and collection of
metrics as possible
• Use a multiyear financial strategy to justify SOA investments
• Consider central funding for services that are to be used across
departments
48. Service Design Best Practices
Service Size: Granular and not complicated
Self Contained and reflects a real life service rendered to consumers
Very well defined interface and contract
Stick to WS Interoperability standards and data types
There is no versioning support in WS*.
You need to add version number to the Service namespace to make it part of
the name.
Do not use code generation tools to generate a service interface. Always
start with building the service interface first.
Internal Error Handling and Logging is essential
Clearly document the transaction behavior of the service
50. Composition vs. Orchestration
Oracle SOA Suite SCA-based architecture is all about
composition of components together into an “integrated
circuit” that might well be part of a bigger application.
Orchestration concerns the control of a process across
multiple systems and people. That control involves
branching, state management and human task flows.
One should use SOA composite for composition and
BPEL for process orchestration.
51. BPEL Best Practices
BPEL is for orchestrating services and should not be used to add complex
business logic. This should go into the service layer.
Simplify your BPEL process as much as you can for easier change in the
future.
Create scopes for each step of the flow in the process so as to make it
modular. This will help in creating local variables within that scope. Use
Global variables only when required.
Adopt naming standards and comply to it. This should be part of the
governance strategy.
It is good practice to have a Mediator in the Composite. Try to get most of
the transformations done by the Mediator.
Have all the business rules implemented by the Oracle Business Rules.
Handle all the exceptions, provide notifications, and recover errors if needed.
Take care of transactions
Apply compensating transaction where applicable
52. Error & Exception Handling
Define policies for handling faults in a loosely coupled
manner. It externalizes the fault-handling mechanism
from process implementation.
Use fault logging and notification.
Catch faults that should be handled by the business
process to take a corrective action.
Re-Try the process after correcting actions have been
taken.
53. Logging
Attaching the Log Policy
With a logging policy you can extend logging with exact
entries with the contents of the messages coming in to
and flowing out of the composites and components.
Setting the Name of a Composite Instance
Distinguish instances by dynamically assigning a
meaningful name to an instance of a composite.
Composite Sensors
Composite sensors make tracing easy by allowing you to
expose information from within composite instances.
These sensors are typically used to expose the data
enable search of the instances.
54. General Guidelines
Use technology to simplify business process and make it
more efficient.
Never over use technology for the sake of being trendy.
Gradual and multi-stage implementation is the key to any
successful Enterprise IT project.
Align your technology selection with the vendors
technology roadmap