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© 2013 IBM Corporation
IBM BPM Top Practices
Brian Petrini - IBM Software Services for WebSphere
Paul Pacholski – Worldwide WebSphere BPM Tools Technical Sales Lead
Michele Chilanti - Worldwide Technical Sales Organization
2963
22 © 2013 IBM Corporation
Please Note
IBM’s statements regarding its plans, directions, and intent are subject to change
or withdrawal without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general
product direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a
commitment, promise, or legal obligation to deliver any material, code or
functionality. Information about potential future products may not be incorporated
into any contract. The development, release, and timing of any future features or
functionality described for our products remains at our sole discretion.
Performance is based on measurements and projections using standard IBM
benchmarks in a controlled environment. The actual throughput or performance
that any user will experience will vary depending upon many factors, including
considerations such as the amount of multiprogramming in the user’s job stream,
the I/O configuration, the storage configuration, and the workload processed.
Therefore, no assurance can be given that an individual user will achieve results
similar to those stated here.
33 © 2013 IBM Corporation
3	
  
Out-of-box
Process Portal
Configurable
Business Space
Optional
Microsoft Add-ons
BPMN Rules Monitoring BPEL ESB
Process Server
IBM Business Process Manager
Process
Designer
Governance of Entire BPM Life Cycle
Shared Assets
Versioned Assets
Server Registry
Design
DeployImprove
Measure
Business & IT Authors IT Developers
Authors & Admins
Process End-Users
Process Owners
Integration
Designer
Process Center
BPM Repository
Backward
compatibility,
easy migration
from WLE &
WPS
IBM BPM
widgets work
with IBM
WebSphere
Portal
44 © 2013 IBM Corporation
•  Design and Development:
‒  Getting Ready for Your Project
‒  Architecture and Design
‒  Modeling and Implementation
•  Administration and operations:
‒  Deployment Architecture Best Practices
‒  BPM Solution Administration Best Practices
‒  BPM Infrastructure Design Best Practices
Agenda
55 © 2013 IBM Corporation
Design and Development
Best Practices: Getting Ready for Your Project
66 © 2013 IBM Corporation
Business
Analyst
Process
Owner
Review
Business
Designer
Carefully select processes that are good candidates for automation
•  Model Process
•  High level Analysis
•  Heat map impact
assessment of duration,
cost, systems, risk
•  Identify Pain points
•  Common Vocabulary
•  Enhance Process
•  Detailed Analysis
•  Simulation
•  Analysis of historical info
(for executed processes)
•  Design and Develop
processes for ExecutionReal
“Historical”
data
•  Automated Processes
•  Collection of real time
metrics
•  Interact with executing
processes
•  Review reports and
dashboards
Processes
People
Knowledge
High Value Processes
Identified
Processes for
Automation
Business
User
BlueworksLiveProcessDesignerProcessServer
77 © 2013 IBM Corporation
Develop a Project Glossary – the Importance of a Common Vocabulary
•  Ensure your project team is on the same page when it comes to defining:
‒  SOA
‒  A service
‒  A process
‒  An Enterprise Service Bus
‒  A Service Registry
‒  A Service Gateway
•  During process discovery, develop vocabularies
‒  Unequivocally define business items
Ø  Customer, Claim, Order, etc.
‒  Verbs
Ø  Acquire, cancel, terminate, etc.
‒  Trigger events
Ø  Decisions, conditions, timers, etc.
‒  Activities
Ø  Cancel claim, submit order, etc.
88 © 2013 IBM Corporation
Basic Characteristics for Processes
• Time-span
• Granularity
• Human interaction
• Principal objects
• Application integration
• Complexity
• Monitoring
• Flow ownership
• Dynamicity
• Performance
• Volumes
• Business value
• State management
• Security
• Infrastructure
Note the similarity in style with the collection and analysis of “interface characteristics”
Planning estimates that have not been based on a
discussion of at least these characteristics could well be
wrong by one or even two orders of magnitude
99 © 2013 IBM Corporation
Basic characteristics for processes with example detailed questions
•  Time-span
‒  Max, min, average for process?
‒  Expected length of human tasks?
‒  Long breaks in process?
•  Granularity
‒  Is the granularity consistent?
‒  Are the steps business relevant?
‒  Are the steps really integration logic?
‒  Are the steps actually screen flow?
•  Human interaction
‒  Sophistication of User Interface?
‒  Number of users?
‒  Number of concurrent users?
‒  Location of users?
‒  Grouping of users?
•  Principal objects
‒  What is/are the primary business objects involved?
‒  Does the primary object change during the process?
‒  What’s the size/complexity of the object structure?
•  Application integration
‒  Where do we interact with a back end system?
‒  See “Integration Characteristics”
•  Complexity
‒  Number of steps?
‒  Merges, joins, choices?
‒  Loops - how many iterations?
•  Monitoring
‒  What statistics need to be gathered (counts, sums)
‒  Across what dimensions (dates, regions etc.)
•  Flow ownership
‒  Who/what owns the flow as the process progresses (user, GUI, back end systems etc.)
‒  What other process based capabilities are in situ for other processes in the organisation?
•  Dynamicity
‒  What could change over time (values, logic, data structure)?
‒  How quickly would changes need to be implemented?
‒  Who would initiate the change?
‒  Who would authorise the change?
‒  Who would perform the change (business, IT)?
‒  How testable is the change?
•  Performance
‒  What transaction rates are anticipated (e.g. tps)?
‒  What concurrency/parallelism issues are there?
•  Volumes
‒  What are the volumes of data over time?
‒  How much of that data should be retained?
‒  What is the archiving policy?
•  Business value
‒  How much money does each transaction make/save for the business?
‒  How much will it cost if transactions are delayed or fail?
‒  What other types of cost effects are there (e.g. reputational)
•  State management
‒  Where are the principle objects currently stored?
‒  Are we creating/storing new information?
‒  Where will the new information be stored?
‒  What triggers changes to the data (how event driven is the process)?
•  Security
‒  Who is authorised to see the data?
‒  What level of privacy is attached to the data?
•  Infrastructure
‒  What infrastructure is already in place?
1010 © 2013 IBM Corporation
Understand Characteristics of Services and Interfaces
Service Exposure Characteristics
(candidates for registry meta-data)
•  Soft attributes
Ø ID
Ø Short name
Ø Description
Ø Expected re-
usability
•  How do I use it?
Ø Interaction type
Ø Transport
Ø Protocols
Ø Data formats
Ø Principal data
objects
Ø Physical Address
Ø Validation
Ø Error responses
•  Service level
agreements
Ø Response times
Ø Expected
processing time
Ø Reliability
Ø Availability
Ø Downtime
windows
Ø Recoverability
Ø Monitoring/
Visibility
•  Governance
Ø Consumers and
subscribers
Ø Versioning
strategy
Ø Notification
strategy
Ø Ownership
Ø Privacy
Interface Characteristics
(basic or “first pass” characteristics)
•  Principal data objects
•  Request/response objects
•  Operation/function
•  Validation
•  Transactionality
•  Statefulness
•  Event Sequence
•  Idempotence
•  Data Ownership
•  Privacy
•  Mean time between failures
•  Maintenance schedule
•  Delivery assurance
•  Synchronous or
Asynchronous
•  Request/Response or Fire/
Forget
•  Batch or real-time
•  Response times
•  Throughput
•  Availability windows
•  Volumes
•  Message size
•  Known exception
conditions
•  Error management
capabilities
•  Transport
•  Protocols
•  Data formats
Integration is all about handling the
differences between consumer and provider
Capturing integration complexity for BPM and SOA solutions
http://www.ibm.com/developerworks/websphere/techjournal/1112_clark/1112_clark.html
1111 © 2013 IBM Corporation
Design and Development
Top Practices: Architecture and Design
1212 © 2013 IBM Corporation
Carefully plan packaging decisions
•  When making the packaging decisions, think how to avoid future
implementation refactoring and versioning needs
•  Remember!
‒ Processes and services packaged within the same Business Process
Applications will have to be versioned together
‒ Dependencies between Process Apps and Toolkit snapshots are static
•  Recommendations:
‒ Package “private services” within the same Process App (SIMM level 2)
‒ Package in a Toolkit to accomplish reuse (SIMM level 3)
Ø  Package related AIS in the same Toolkit
‒ Use the façade pattern (discussed later) to let processes interact with
services at higher SIMM levels
Ø  Decouple service invocation and implementation
1313 © 2013 IBM Corporation
Consider How you Split up SCA Modules
•  You need to strike the right balance between:
‒  Total number of SCA modules
‒  Number of components in a module
•  Large number of modules (>100 on a cluster) impact SI Bus, server
performance
‒  Administrative burden too
•  Large number of components in a module limit concurrent access by
different developers
‒  Assembly diagram is one per module
•  Toolkits containing Advanced Integration Services:
‒  Each snapshot results in an SCA module!
1414 © 2013 IBM Corporation
Adopt the Service Façade pattern for AIS reuse
Use the “Service Façade” pattern:
‒  To enable processes and services to be versioned independently
‒  To limit the number of modules deployed to Process Server
‒  To promote isolation of private service interfaces used for AIS implementations
•  For a complete discussion on this pattern: http://www.ibm.com/developerworks/websphere/
bpmjournal/1112_pacholski/1112_pacholski.html
1515 © 2013 IBM Corporation
Façade Pattern Example: Late Binding to Implementation
Service Facade
Service Impl
Façade Impl.
Gateway Impl.
i
Module Process AppToolkit
1616 © 2013 IBM Corporation
Do Business Logic in the right layer
Operational Systems
(Applications & Data)
Requesters
Integration Hub
Adapter AdapterAdapter
Business Process
Manager
Service Exposure Gateway
So where should
we do orchestration?
1717 © 2013 IBM Corporation
Break Down Your Project into the Right Type of Modules
•  Think about mediation logic vs. process logic
•  Use Mediation Modules (WebSphere ESB & Process Server) for
integration / mediation logic:
‒  Short-running, minimal choreography
‒  Supports header manipulation
‒  “Litmus test”
Ø  If you remove the mediation, consumer and provider should be able to understand
each other, if you forgive routing and protocol/data transformation
•  Use (Integration) Modules (WebSphere Process Server only) for
business / process logic:
‒  Can be long-running, powerful choreography and business logic
•  More Information:
‒  http://www.ibm.com/developerworks/websphere/library/techarticles/
0803_fasbinder2/0803_fasbinder2.html
1818 © 2013 IBM Corporation
Design and Development
Best Practices: Modeling and Implementation
1919 © 2013 IBM Corporation
Keep the Structure of BPMN Processes Simple
•  Make sure you capture only the key steps of business processes within your
executable process model
‒  At the top level, process flows should be as simple as possible (few activities)
‒  The process data model should only deal with process-relevant information
(discussed later)
•  Do not over-use BPMN for integration
‒  Avoid sequences of system tasks
‒  Delegate complex orchestrations to Integration Designer artifacts
‒  But you can construct page flows within BPMN activities in Process Designer
•  Each human tasks should represent a significant step in the process
‒  Typically, a step where the process flow experiences a hand-over to a different
participant
‒  Avoid modeling synchronous page flows as sequence of human tasks
Ø  Page flows should be implemented within an activity as a flow of coaches
2020 © 2013 IBM Corporation
Good Modeling Practice: Example
Process Level: only
the key steps
(activities) are
modeled
Activity Level: the
fine grained
implementation and
page flows are
modeled here
2121 © 2013 IBM Corporation
Questionable Modeling Practice
•  Multiple consecutive human activities on the same swimlane:
Synchronous service
call
These should be
coaches
2222 © 2013 IBM Corporation
Make use of “ad-hoc”, event-driven semantics, and collaboration
•  These constructs can greatly simplify and de-clutter process models
‒  In cases where certain steps or activities may occur at any point in time
within a process flow
Manager may cancel
order at any time
ERP may signal
updates at any time
“Ad-hoc” start event
Event sub-process
2323 © 2013 IBM Corporation
Modeling Data: Expose only process-relevant information as
process state
•  Do not capture the entire application data model in process variables
•  Ideally, process state should only contain information necessary for:
‒  Process navigation
Ø  Information necessary to support decisions on which path needs to be taken
‒  Visibility
Ø  Information needed for monitoring, dashboards, SLAs, KPIs, etc.
‒  Searches
Ø  Business data needed to retrieve process instances or tasks
•  Everything else should go in the Systems-of-Record or in a custom
database
‒  And retrieved or made persistent when and where appropriate
2424 © 2013 IBM Corporation
Deal Appropriately with Large Data
•  Objects in excess of 5MB are considered large
‒  But in high-volume environments, even much smaller objects (few
hundred KB) can cause issues
•  Large objects pose significant challenges:
‒  Performance, memory management
•  Best practices
‒  Use the “claim check pattern”: store large objects in a DB as soon as
you can, and carry a reference in the processes
‒  Explore fragmenting large objects into smaller objects before sending
them to BPM
‒  Ensure that exceptionally large objects are dealt with one at a time
Ø  If possible, reduce poll time and set poll quantity to 1 in adapters
‒  Increase JVM heap size
Ø  Use 64-bit platforms to overcome heap size limitations of 32-bit JVMsc
2525 © 2013 IBM Corporation
Expose Complex Services to Processes via AIS
•  When invoking directly complex Services into Process Designer (PD) my be
problematic
•  The data types exposed to PD may be too complex to handle in PD
•  The data types my not all be business process relevant
•  The binding my bot be handled well or handled at all in PD (i.e. MQ, or CICS via
J2C Adapter)
•  Dealing with technical faults in human centric processes is a challenge
•  Use Integration Designer to import the Complex Service
•  Define AIS with only the data that the business process required (canonical
view)
•  Hide the IT business objects or complex XSD structures (technical data) using
Mirrored Libraries
•  Use data transforms to convert canonical data to technical data
•  Translate technical faults to business faults for use in business process
Challenge
Suggested Good Practice
2626 © 2013 IBM Corporation
Business Process View of Complex Integration
AIS SAP Service retrieves “Net
Sales Amount”
Global fault handler process
AIS is
defined in
this Toolkit
2727 © 2013 IBM Corporation
IT View of Complex Integrations – Imlement AIS
Right clicks to select the
implementation type.
Integration designer generates
desired implementation type
2828 © 2013 IBM Corporation
Connectivity to Backend Systems - Bindings
BPLE Process
orchestrates complex
integrations
2929 © 2013 IBM Corporation
Hide Complex IT Data in Private Libraries
This folder
contains a
large number
of complex
SAP types!
Since these
SAP data
types are in
private library
they are not
visible to
Business
Author!
Simple business process
data types defined by
business user
Complex IT data
in private library!
Simple business
data in shared
library!
3030 © 2013 IBM Corporation
IT View: Data Mapping, Error Handling
BPEL component is exposed as AIS
and invokes the SAP Web Service
Create data
maps
Author fault
handler
3131 © 2013 IBM Corporation
Data Mapping
XSLT Map maps from complex SAP
instance returned by the Web
Service to the data object defined
by the Business Author
Sophisticated transforms available
in the mapper – i.e. in this case
different data type representation
used in SAP and defined by
Business Author
Complex,
Large, All Data
Simple, Small,
Required Data
3232 © 2013 IBM Corporation
Faults
•  How to handle technical and business faults that are coming from complex
integrations in a business process?
•  Remember: unhandled faults can lead to failed process instances and cause
operational chaos!
•  Modelled (aka Business) faults
‒  Explicitly exposed in interfaces
‒  Normally have business significance
‒  Handle modelled faults where appropriate
Ø  Translate to Business Faults (typically can be handled by the calling process)
•  Un-modelled (aka Technical) faults
‒  Do not appear in interfaces
‒  Should have only a technical purpose
‒  Handle un-modelled faults as close to the source as possible
Ø  Translate to Business Faults (typically un-recoverable)
Challenge
Suggested Good Practice
3333 © 2013 IBM Corporation
Technical and Business Faults
Technical Faults –
Unrecoverable,
handled outside of the
process
Business Faults –
Recoverable, handled
by the process
3434 © 2013 IBM Corporation
Service orchestration: What’s Best?
•  There are a number of options to orchestrate multiple automated service
invocations:
–  You can do it in BPMN
•  Each service call in a separate activity
•  Multiple service calls within the same activity
–  You can do it in BPEL
•  “Macro-flows”
•  “Micro-flows”
•  What’s best?
•  Privilege BPEL over BPMN for service orchestration
•  Privilege micro-flows over macro-flows
•  Privilege BPMN for human workflow
•  Watch out for the well-known “straight-through processing with exception
handling” pattern!
Challenge
Suggested Good Practice
3535 © 2013 IBM Corporation
Implemented as Integration Services in Process Designer
BPMN: Three Integration Services
BPMN: Single Integration Service
3636 © 2013 IBM Corporation
Implemented as BPEL Processes
BPEL: Long Running
BPEL: Microflow
3737 © 2013 IBM Corporation
BPMN:	
  Three
Integration
Services
BPMN:	
  Single
Integration
Service
BPEL:	
  Long
Running BPEL:
Microflow
How	
  much	
  faster?	
  
VERY
FAST
FAST
SLOW
Relative Performance
VERY
SLOW
3838 © 2013 IBM Corporation
BPMN Process Handles Business Faults
AIS SAP Service retrieves “Net
Sales Amount”
Global fault handler process
AIS is
defined in
this Toolkit
3939 © 2013 IBM Corporation
Administration and Operations
Deployment Architecture Best Practices
4040 © 2013 IBM Corporation
Adopt the Recommended Product Topology
•  How do I set up a development environment with a large number of business and IT
developers?
‒  Process Center may need to accommodate 10 or 100s or concurrent Business Authors
and Integration Developers
•  How do I ensure the Process Center does not become a bottleneck?
‒  Integration Designers that develop and test complex integrations may put a large strain
on the Process Center when testing their applications
•  Implement the Recommended IBM BPM Topology:
http://www.redbooks.ibm.com/redpieces/abstracts/sg247976.html?Open
•  Cluster Process Center (in 8.5, you will have to)
•  Optimize Process Center database
•  Use local Test Environment Process Server for unit testing of AIS implemented in
Integration Designer
•  Use Satellite Feeder Process Centers for mutisite developement
Challenge
Suggested Good Practice
4141 © 2013 IBM Corporation
Recommended IBM BPM Topology
Process Server
QA Test
Process Center
Centralized repository
Centralized deployment
Centralized governance
Process Server
Staging Test
Process Server
Production
Integration Designer
Workstation
Process Designer
Workstation
Process Center
Console
Unit Test
Environme
nt
IT Developers
Administrators
Business & IT
Authors
Administrators
Process Admin
Console
Runtime Environments
Administrators
4242 © 2013 IBM Corporation
“Satellite” Feeder Development Process Centers
PS
QA Test
PS
Staging Test
PS
Production
Canada
Main PC
Integration
Designer
Process
Designer
Integration
Designer
Process
Designer
Europe
Feeder PC
Australia
Feeder PC
China
Feeder PC
P
P
P
C
Consumer PC
Provider PCP
C
4343 © 2013 IBM Corporation
Administration and Operations
BPM Solution Administration Best Practices
4444 © 2013 IBM Corporation
Become Familiar and Use Process Admin
•  The Process Admin console offers a powerful interface that allows
for monitoring, managing, and troubleshooting process applications
•  Web application available on all Process Server and Process
Center environments
‒  Monitor process execution
‒  Look after individual process instances
‒  Repair “broken” process instances (retry/skip activities, change data,
and more)
‒  Define and manage deployed application settings
Process status summary on the main
page allows you to quickly view the
status of apps and navigate down to
the corresponding instances
4545 © 2013 IBM Corporation
Adequately Design your Physical System Topology
•  Define the number of run-time environments, clustered structures, high availability
requirements, disaster/recovery objectives
•  Privilege higher-level clustered topologies
‒  Three-cluster “Application, Remote Messaging, and Support”
•  Make your QA and Performance Test environments look like production
•  Consistently use the same database SW and other supporting systems across all
environments
•  Plan for load balancers in front of Process Server clusters
•  What other systems are you connecting to and how will they ensure failover /
scalability?
‒  Redbook that discusses production topologies:
Ø  http://www.redbooks.ibm.com/abstracts/sg247413.html?Open
4646 © 2013 IBM Corporation
Clustered Topology Choices – IBM BPM V8.5
IBM BPM V7.5 STEW
Recommended pattern
Why no more 4-cluster pattern?
The clustered topologies of BPM have
been consistently analyzed and refined
since the WPS v6.0.x timeframe. In
v8.5, it became necessary to move a
significant component from the Web
cluster into the AppTarget cluster.
This left very little in the Web
cluster, and became difficult to
justify the additional JVMs.
• Significant simplification in terms of topological choices in V8.5
• Fewer moving parts, simpler choice of topological patterns
• In V8.5, no more Standalone topologies!
• You will always have a clustered topology (albeit initially with a single node)
• Also, there are only two possible topological choices (single or three-cluster
topology)
4747 © 2013 IBM Corporation
DeploymentEnvironmentBus
BPM v8.5 Advanced 3-Cluster Topology
Sprayer
IP
IHS
IHS
dmgr
Node Agent
ME.mbr1
App.mbr1
Sup.mbr1
Dmgr Node
Custom Node01
ME
(PC Console)
Process Admin
Process Portal,
BSpace, widgets,
EmbeddedECM,
BPC, SCA, BRM
PDW, CEI,
BPC Explorer
Node Agent
ME.mbr2
App.mbr2
Sup.mbr2
Custom Node01
ME
(PC Console)
Process Admin
Process Portal,
BSpace, widgets,
EmbeddedECM,
BPC, SCA, BRM
PDW, CEI,
BPC Explorer
AppCluster
MECluster
SupCluster
CMNDB (cell)
CMNDB (DE)
BPC, FEM, ES,
BSpace, MEDB
BPMDB
Process Server,
EmbeddedECM
PDWDB
Performance DW
AppSched,
Mediations, Rels
4848 © 2013 IBM Corporation
Summary for Design and Development
•  Start with a domain decomposition and understand the maturity of
your services
•  Spend time to understand service characteristics, designing
interfaces, and selecting bindings
•  Architecture and packaging choices are crucial to the success of
your project
‒  Consider the façade pattern
‒  Privilege Integration Designer to implement integration services and
orchestrations
•  Follow modeling best practices
‒  Avoid clutter in your process and data model in Process Designer
•  Handle faults appropriately and perform rigorous and repeatable
testing
4949 © 2013 IBM Corporation
Summary for Administration and Operations
•  Adopt the recommended product architecture
‒ Process Center, and a number of Process Server
environments
‒ Consider “federating” multiple Process Centers if needed
•  Follow deployment best practices
‒ Use scripted approach with off-line Process Servers
•  Process Admin is your friend – get to know it!
•  Implement clustered topologies for availability and failover
‒ Including for Process Center
5050 © 2013 IBM Corporation
We love your Feedback!
Don’t forget to submit your Impact session and speaker feedback!
• Your feedback is very important to us – we use it to improve next year’s
conference
• Go to the Impact 2013 SmartSite (http://impactsmartsite/com):
‒  Use the session ID number to locate the session
‒  Click the “Take Survey” link
‒  Submit your feedback
5151 © 2013 IBM Corporation
BPM Sessions at Impact
1193 High-Volume, Fast Decision Management for Your System z Applications: Exploring the Why and How Wed, 1/May 03:45 PM - 04:45 PM
1198 Case Study: Sun Life Financial - Shifting from Customization to Configuration with IBM ODM
1201 Meet the Experts: Rule Validation Approaches Tue, 30/Apr 02:30 PM - 03:30 PM
1226 Case Study: Large-Scale Complex Events Processing at USAA Tue, 30/Apr 02:30 PM - 03:30 PM
1365 Hands-On Lab: BPM & ODM Installation, Deployment and Usage Patterns in a Private Cloud Mon, 29/Apr 01:00 PM - 03:30 PM
1366 Smarter Process in the Cloud: BPM and ODM Patterns & SaaS Tue, 30/Apr 01:00 PM - 02:15 PM
1388 Maximizing the Business Value of SAP Using IBM BPM Thu, 2/May 08:45 AM - 09:45 AM
1390 Panel Discussion: IBM BPM for SAP Thu, 2/May 10:15 AM - 11:15 AM
1539 Hands-On Lab: Exploring IBM BPM for SAP Capabilities Mon, 29/Apr 02:30 PM - 03:30 PM
1584 Case Study: IBM Enables Business Process Excellence for eBay Mon, 29/Apr 04:00 PM - 05:00 PM
1752 Meet the Experts: IBM BPM for SAP Wed, 1/May 05:00 PM - 06:00 PM
1781 Introduction to IBM Blueworks Live Mon, 29/Apr 04:00 PM - 05:00 PM
1868 Case Study: Elevations CU's Great Game of Process: The Cool Kids Guide to Making Process Stick Wed, 1/May 03:45 PM - 04:45 PM
2061 Taking Your Processes and Rules Mobile Wed, 1/May 02:15 PM - 03:15 PM
2066 Panel Discussion: Migrating to IBM BPM - Practical Experiences and Lessons Learned Wed, 1/May 10:15 AM - 11:15 AM
2088 Roundtable: BPM Upgrade and Migration Discussion Mon, 29/Apr 02:30 PM - 03:30 PM
2089 Securing Your BPM Installations Thu, 2/May 01:00 PM - 02:00 PM
2102 Improving Business Processes by Aligning BPM and MDM Wed, 1/May 03:45 PM - 04:45 PM
2113 High Performance and Scalability with IBM BPM Wed, 1/May 05:00 PM - 06:00 PM
2147 Roundtable: Blueworks Live Feedback Tue, 30/Apr 02:30 PM - 03:30 PM
2149 Meet the Experts: Using IBM BPM and IBM Blueworks Live Together Wed, 1/May 03:45 PM - 04:45 PM
2191 Integrating BPM with ECM Mon, 29/Apr 10:30 AM - 11:45 AM
2217 Discovering and Automating Decisions Using IBM Blueworks Live and IBM Operational Decision Manager Thu, 2/May 10:15 AM - 11:15 AM
2247 BPM Cloud and Virtualization Technical Update Mon, 29/Apr 02:30 PM - 03:30 PM
2250 Migration Best Practices for BPM Solutions Wed, 1/May 01:00 PM - 02:00 PM
2290 IBM Business Process Manager Production Topologies Tue, 30/Apr 05:15 PM - 06:15 PM
2309 BPM for the Enterprise on System z: Process Hub and Hybrid Deployments Mon, 29/Apr 05:15 PM - 06:15 PM
2388 Process Governance and Deployment Visibility with IBM BPM Process Center Thu, 2/May 08:45 AM - 09:45 AM
2425 Roundtable: Business Process Manager - Tell Us What You Want Mon, 29/Apr 05:15 PM - 06:15 PM
2429 What's New in IBM Business Process Manager Mon, 29/Apr 01:00 PM - 02:15 PM
2440 Governing Operational Decisions in an Enterprise Scalable Way Tue, 30/Apr 04:00 PM - 05:00 PM
2442 Developing Compelling BPM UIs for Tasks and Dashboards Thu, 2/May 02:15 PM - 03:15 PM
2465 What's New in IBM Operational Decision Manager? Wed, 1/May 03:45 PM - 04:45 PM
5252 © 2013 IBM Corporation
BPM Sessions at Impact (continued)
2496 Roundtable: Getting Social with IBM Operational Decision Manager Tue, 30/Apr 10:15 AM - 11:15 AM
2510
Extending IBM Business Process Manager with Case Manager to Address New Range of Business
Processes Wed, 1/May 10:15 AM - 11:15 AM
2541 Roundtable: Let's Talk Mobile Processes & Decisions Mon, 29/Apr 02:30 PM - 03:30 PM
2554 Hands-On Lab: Introduction to IBM Business Process Manager Tue, 30/Apr 04:00 PM - 06:15 PM
2567 Hands-On Lab: BPM to Go with Worklight and BPM Thu, 2/May 10:15 AM - 11:15 AM
2600 Case Study: Nationwide Rule Authoring Capabilities using IBM ODM Wed, 1/May 05:00 PM - 06:00 PM
2613 Roundtable: IBM Operational Decision Manager - Tell Us What You Want Mon, 29/Apr 04:00 PM - 05:00 PM
2629 Case Study: Johnson Controls Enterprise Approach to Modeling for the Masses Thu, 2/May 01:00 PM - 02:00 PM
2646 Building a Business Rules Application Using ODM Live on Stage! Wed, 1/May 03:45 PM - 04:45 PM
2657 Meet the Experts: The Doctor Is in the House: Operational Decision Manager Rules Open Hours Mon, 29/Apr 02:30 PM - 03:30 PM
2813 Best Practices: Developing Solutions for Comprehensive Visibility with IBM Business Monitor Mon, 29/Apr 05:15 PM - 06:15 PM
2819 Case Study: Banco Espirito Santo Democratizes Processes for Increased Visibility and Control Thu, 2/May 10:15 AM - 11:15 AM
2827 Roundtable: Operational Visibility across Orchestrated and "Virtual" Processes Tue, 30/Apr 10:15 AM - 11:15 AM
2837 For Better Results, Enhance Your Decision Management System with Analytics Thu, 2/May 08:45 AM - 09:45 AM
2847 Decision Management for Customer Analytics and Fraud Wed, 1/May 05:00 PM - 06:00 PM
2850 Hands-On Lab: From Spreadsheet to Business Dashboard in 60 Minutes or Less! Mon, 29/Apr 01:00 PM - 02:15 PM
2856 Hands-On Lab: Building Business Rules and Events Applications Using IBM ODM or IBM ODM for z/OS Thu, 2/May 01:00 PM - 03:15 PM
2865 Meet the Experts: Business and Process Visibility with IBM Business Monitor Mon, 29/Apr 04:00 PM - 05:00 PM
2963 Best Practices: IBM BPM Top Practices to Achieve Smarter Process Tue, 30/Apr 02:30 PM - 03:30 PM
2996 Case Study: PENSCO Creates Insourcing Opportunity with IBM BPM Mon, 29/Apr 04:00 PM - 05:00 PM
3047 Hands-On Lab: Integrate Dynamic Business Rules into Your Other Products to Extend Your Solution Tue, 30/Apr 01:00 PM - 03:30 PM
3098 IBM Operational Decision Manager 101: Taking Business Rules to the Next Level Mon, 29/Apr 04:00 PM - 05:00 PM
3130 Meet the Experts: The Doctor Is in the House: BPM Open Hours Tue, 30/Apr 04:00 PM - 05:00 PM
3131 Meet the Experts: BPM Mobile Tue, 30/Apr 01:00 PM - 02:15 PM
3142 Meet the Experts: Smarter Process Tue, 30/Apr 10:15 AM - 11:15 AM
3187 Tomorrow's Digital Enterprises Will Live or Die by Their Processes. Are You Set? Tue, 30/Apr 10:15 AM - 11:15 AM
3188 Decision Management Cases: Agility and Adaptability in Insurance, Travel and Healthcare Tue, 30/Apr 04:00 PM - 05:00 PM
3220 Panel Discussion: Adopting BPM Wed, 1/May 02:15 PM - 03:15 PM
5353 © 2013 IBM Corporation
5454 © 2013 IBM Corporation
Legal Disclaimer
•  © IBM Corporation 2013. All Rights Reserved.
•  The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in
this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject
to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. Nothing
contained in this publication is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and
conditions of the applicable license agreement governing the use of IBM software.
•  References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or
capabilities referenced in this presentation may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to
future product or feature availability in any way. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you
will result in any specific sales, revenue growth or other results.
•  If the text contains performance statistics or references to benchmarks, insert the following language; otherwise delete:
Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will
experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage
configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
•  If the text includes any customer examples, please confirm we have prior written approval from such customer and insert the following language; otherwise delete:
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs
and performance characteristics may vary by customer.
•  Please review text for proper trademark attribution of IBM products. At first use, each product name must be the full name and include appropriate trademark symbols (e.g., IBM Lotus®
Sametime® Unyte™). Subsequent references can drop “IBM” but should include the proper branding (e.g., Lotus Sametime Gateway, or WebSphere Application Server). Please refer
to http://www.ibm.com/legal/copytrade.shtml for guidance on which trademarks require the ® or ™ symbol. Do not use abbreviations for IBM product names in your presentation. All
product names must be used as adjectives rather than nouns. Please list all of the trademarks that you use in your presentation as follows; delete any not included in your presentation.
IBM, the IBM logo, Lotus, Lotus Notes, Notes, Domino, Quickr, Sametime, WebSphere, UC2, PartnerWorld and Lotusphere are trademarks of International Business Machines
Corporation in the United States, other countries, or both. Unyte is a trademark of WebDialogs, Inc., in the United States, other countries, or both.
•  If you reference Adobe® in the text, please mark the first use and include the following; otherwise delete:
Adobe, the Adobe logo, PostScript, and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States, and/or other countries.
•  If you reference Java™ in the text, please mark the first use and include the following; otherwise delete:
Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.
•  If you reference Microsoft® and/or Windows® in the text, please mark the first use and include the following, as applicable; otherwise delete:
Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.
•  If you reference Intel® and/or any of the following Intel products in the text, please mark the first use and include those that you use as follows; otherwise delete:
Intel, Intel Centrino, Celeron, Intel Xeon, Intel SpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and
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•  If you reference UNIX® in the text, please mark the first use and include the following; otherwise delete:
UNIX is a registered trademark of The Open Group in the United States and other countries.
•  If you reference Linux® in your presentation, please mark the first use and include the following; otherwise delete:
Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others.
•  If the text/graphics include screenshots, no actual IBM employee names may be used (even your own), if your screenshots include fictitious company names (e.g., Renovations, Zeta
Bank, Acme) please update and insert the following; otherwise delete: All references to [insert fictitious company name] refer to a fictitious company and are used for illustration
purposes only.
5555 © 2013 IBM Corporation
Questions?
As a reminder, please fill out a session evaluation
5656 © 2013 IBM Corporation
Appropriately Configure Process Center
•  Use the 64-bit product version
‒  32-bit version will only give you access to 4GB of memory (less on Windows)
JVM max operating heap of 1GB
•  Cluster Process Center (this is the only option in 8.5)
‒  For scalability, failover, high availability and redundancy.
‒  Refer to the IBM Business Process Manager Production Topologies Redbook:
http://www.redbooks.ibm.com/redpieces/abstracts/sg247976.html?Open
•  Allow enough memory for your Process Center JVMs
‒  Adequately size your heap
•  Dedicate adequate CPU resources to your BPM developers
‒  In average, two CPU cores adequately serve 25-30 developers in version 8
5757 © 2013 IBM Corporation
Carefully Configure the Process Center Database
•  Prefer the 64-bit database product version
•  Use a separate database server with at least 2 cores and fast disks
dedicated to your database
•  Tune the database appropriately to distribute the work over the
available disks
•  Segment your work so that all of the work isn't happening in one
Process App
‒ Use multiple toolkits for reusable services
‒ This way your 5-10 developers will not be always working on the same
ProcessApp or Toolkit

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Impact 2013 2963 - IBM Business Process Manager Top Practices

  • 1. © 2013 IBM Corporation IBM BPM Top Practices Brian Petrini - IBM Software Services for WebSphere Paul Pacholski – Worldwide WebSphere BPM Tools Technical Sales Lead Michele Chilanti - Worldwide Technical Sales Organization 2963
  • 2. 22 © 2013 IBM Corporation Please Note IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
  • 3. 33 © 2013 IBM Corporation 3   Out-of-box Process Portal Configurable Business Space Optional Microsoft Add-ons BPMN Rules Monitoring BPEL ESB Process Server IBM Business Process Manager Process Designer Governance of Entire BPM Life Cycle Shared Assets Versioned Assets Server Registry Design DeployImprove Measure Business & IT Authors IT Developers Authors & Admins Process End-Users Process Owners Integration Designer Process Center BPM Repository Backward compatibility, easy migration from WLE & WPS IBM BPM widgets work with IBM WebSphere Portal
  • 4. 44 © 2013 IBM Corporation •  Design and Development: ‒  Getting Ready for Your Project ‒  Architecture and Design ‒  Modeling and Implementation •  Administration and operations: ‒  Deployment Architecture Best Practices ‒  BPM Solution Administration Best Practices ‒  BPM Infrastructure Design Best Practices Agenda
  • 5. 55 © 2013 IBM Corporation Design and Development Best Practices: Getting Ready for Your Project
  • 6. 66 © 2013 IBM Corporation Business Analyst Process Owner Review Business Designer Carefully select processes that are good candidates for automation •  Model Process •  High level Analysis •  Heat map impact assessment of duration, cost, systems, risk •  Identify Pain points •  Common Vocabulary •  Enhance Process •  Detailed Analysis •  Simulation •  Analysis of historical info (for executed processes) •  Design and Develop processes for ExecutionReal “Historical” data •  Automated Processes •  Collection of real time metrics •  Interact with executing processes •  Review reports and dashboards Processes People Knowledge High Value Processes Identified Processes for Automation Business User BlueworksLiveProcessDesignerProcessServer
  • 7. 77 © 2013 IBM Corporation Develop a Project Glossary – the Importance of a Common Vocabulary •  Ensure your project team is on the same page when it comes to defining: ‒  SOA ‒  A service ‒  A process ‒  An Enterprise Service Bus ‒  A Service Registry ‒  A Service Gateway •  During process discovery, develop vocabularies ‒  Unequivocally define business items Ø  Customer, Claim, Order, etc. ‒  Verbs Ø  Acquire, cancel, terminate, etc. ‒  Trigger events Ø  Decisions, conditions, timers, etc. ‒  Activities Ø  Cancel claim, submit order, etc.
  • 8. 88 © 2013 IBM Corporation Basic Characteristics for Processes • Time-span • Granularity • Human interaction • Principal objects • Application integration • Complexity • Monitoring • Flow ownership • Dynamicity • Performance • Volumes • Business value • State management • Security • Infrastructure Note the similarity in style with the collection and analysis of “interface characteristics” Planning estimates that have not been based on a discussion of at least these characteristics could well be wrong by one or even two orders of magnitude
  • 9. 99 © 2013 IBM Corporation Basic characteristics for processes with example detailed questions •  Time-span ‒  Max, min, average for process? ‒  Expected length of human tasks? ‒  Long breaks in process? •  Granularity ‒  Is the granularity consistent? ‒  Are the steps business relevant? ‒  Are the steps really integration logic? ‒  Are the steps actually screen flow? •  Human interaction ‒  Sophistication of User Interface? ‒  Number of users? ‒  Number of concurrent users? ‒  Location of users? ‒  Grouping of users? •  Principal objects ‒  What is/are the primary business objects involved? ‒  Does the primary object change during the process? ‒  What’s the size/complexity of the object structure? •  Application integration ‒  Where do we interact with a back end system? ‒  See “Integration Characteristics” •  Complexity ‒  Number of steps? ‒  Merges, joins, choices? ‒  Loops - how many iterations? •  Monitoring ‒  What statistics need to be gathered (counts, sums) ‒  Across what dimensions (dates, regions etc.) •  Flow ownership ‒  Who/what owns the flow as the process progresses (user, GUI, back end systems etc.) ‒  What other process based capabilities are in situ for other processes in the organisation? •  Dynamicity ‒  What could change over time (values, logic, data structure)? ‒  How quickly would changes need to be implemented? ‒  Who would initiate the change? ‒  Who would authorise the change? ‒  Who would perform the change (business, IT)? ‒  How testable is the change? •  Performance ‒  What transaction rates are anticipated (e.g. tps)? ‒  What concurrency/parallelism issues are there? •  Volumes ‒  What are the volumes of data over time? ‒  How much of that data should be retained? ‒  What is the archiving policy? •  Business value ‒  How much money does each transaction make/save for the business? ‒  How much will it cost if transactions are delayed or fail? ‒  What other types of cost effects are there (e.g. reputational) •  State management ‒  Where are the principle objects currently stored? ‒  Are we creating/storing new information? ‒  Where will the new information be stored? ‒  What triggers changes to the data (how event driven is the process)? •  Security ‒  Who is authorised to see the data? ‒  What level of privacy is attached to the data? •  Infrastructure ‒  What infrastructure is already in place?
  • 10. 1010 © 2013 IBM Corporation Understand Characteristics of Services and Interfaces Service Exposure Characteristics (candidates for registry meta-data) •  Soft attributes Ø ID Ø Short name Ø Description Ø Expected re- usability •  How do I use it? Ø Interaction type Ø Transport Ø Protocols Ø Data formats Ø Principal data objects Ø Physical Address Ø Validation Ø Error responses •  Service level agreements Ø Response times Ø Expected processing time Ø Reliability Ø Availability Ø Downtime windows Ø Recoverability Ø Monitoring/ Visibility •  Governance Ø Consumers and subscribers Ø Versioning strategy Ø Notification strategy Ø Ownership Ø Privacy Interface Characteristics (basic or “first pass” characteristics) •  Principal data objects •  Request/response objects •  Operation/function •  Validation •  Transactionality •  Statefulness •  Event Sequence •  Idempotence •  Data Ownership •  Privacy •  Mean time between failures •  Maintenance schedule •  Delivery assurance •  Synchronous or Asynchronous •  Request/Response or Fire/ Forget •  Batch or real-time •  Response times •  Throughput •  Availability windows •  Volumes •  Message size •  Known exception conditions •  Error management capabilities •  Transport •  Protocols •  Data formats Integration is all about handling the differences between consumer and provider Capturing integration complexity for BPM and SOA solutions http://www.ibm.com/developerworks/websphere/techjournal/1112_clark/1112_clark.html
  • 11. 1111 © 2013 IBM Corporation Design and Development Top Practices: Architecture and Design
  • 12. 1212 © 2013 IBM Corporation Carefully plan packaging decisions •  When making the packaging decisions, think how to avoid future implementation refactoring and versioning needs •  Remember! ‒ Processes and services packaged within the same Business Process Applications will have to be versioned together ‒ Dependencies between Process Apps and Toolkit snapshots are static •  Recommendations: ‒ Package “private services” within the same Process App (SIMM level 2) ‒ Package in a Toolkit to accomplish reuse (SIMM level 3) Ø  Package related AIS in the same Toolkit ‒ Use the façade pattern (discussed later) to let processes interact with services at higher SIMM levels Ø  Decouple service invocation and implementation
  • 13. 1313 © 2013 IBM Corporation Consider How you Split up SCA Modules •  You need to strike the right balance between: ‒  Total number of SCA modules ‒  Number of components in a module •  Large number of modules (>100 on a cluster) impact SI Bus, server performance ‒  Administrative burden too •  Large number of components in a module limit concurrent access by different developers ‒  Assembly diagram is one per module •  Toolkits containing Advanced Integration Services: ‒  Each snapshot results in an SCA module!
  • 14. 1414 © 2013 IBM Corporation Adopt the Service Façade pattern for AIS reuse Use the “Service Façade” pattern: ‒  To enable processes and services to be versioned independently ‒  To limit the number of modules deployed to Process Server ‒  To promote isolation of private service interfaces used for AIS implementations •  For a complete discussion on this pattern: http://www.ibm.com/developerworks/websphere/ bpmjournal/1112_pacholski/1112_pacholski.html
  • 15. 1515 © 2013 IBM Corporation Façade Pattern Example: Late Binding to Implementation Service Facade Service Impl Façade Impl. Gateway Impl. i Module Process AppToolkit
  • 16. 1616 © 2013 IBM Corporation Do Business Logic in the right layer Operational Systems (Applications & Data) Requesters Integration Hub Adapter AdapterAdapter Business Process Manager Service Exposure Gateway So where should we do orchestration?
  • 17. 1717 © 2013 IBM Corporation Break Down Your Project into the Right Type of Modules •  Think about mediation logic vs. process logic •  Use Mediation Modules (WebSphere ESB & Process Server) for integration / mediation logic: ‒  Short-running, minimal choreography ‒  Supports header manipulation ‒  “Litmus test” Ø  If you remove the mediation, consumer and provider should be able to understand each other, if you forgive routing and protocol/data transformation •  Use (Integration) Modules (WebSphere Process Server only) for business / process logic: ‒  Can be long-running, powerful choreography and business logic •  More Information: ‒  http://www.ibm.com/developerworks/websphere/library/techarticles/ 0803_fasbinder2/0803_fasbinder2.html
  • 18. 1818 © 2013 IBM Corporation Design and Development Best Practices: Modeling and Implementation
  • 19. 1919 © 2013 IBM Corporation Keep the Structure of BPMN Processes Simple •  Make sure you capture only the key steps of business processes within your executable process model ‒  At the top level, process flows should be as simple as possible (few activities) ‒  The process data model should only deal with process-relevant information (discussed later) •  Do not over-use BPMN for integration ‒  Avoid sequences of system tasks ‒  Delegate complex orchestrations to Integration Designer artifacts ‒  But you can construct page flows within BPMN activities in Process Designer •  Each human tasks should represent a significant step in the process ‒  Typically, a step where the process flow experiences a hand-over to a different participant ‒  Avoid modeling synchronous page flows as sequence of human tasks Ø  Page flows should be implemented within an activity as a flow of coaches
  • 20. 2020 © 2013 IBM Corporation Good Modeling Practice: Example Process Level: only the key steps (activities) are modeled Activity Level: the fine grained implementation and page flows are modeled here
  • 21. 2121 © 2013 IBM Corporation Questionable Modeling Practice •  Multiple consecutive human activities on the same swimlane: Synchronous service call These should be coaches
  • 22. 2222 © 2013 IBM Corporation Make use of “ad-hoc”, event-driven semantics, and collaboration •  These constructs can greatly simplify and de-clutter process models ‒  In cases where certain steps or activities may occur at any point in time within a process flow Manager may cancel order at any time ERP may signal updates at any time “Ad-hoc” start event Event sub-process
  • 23. 2323 © 2013 IBM Corporation Modeling Data: Expose only process-relevant information as process state •  Do not capture the entire application data model in process variables •  Ideally, process state should only contain information necessary for: ‒  Process navigation Ø  Information necessary to support decisions on which path needs to be taken ‒  Visibility Ø  Information needed for monitoring, dashboards, SLAs, KPIs, etc. ‒  Searches Ø  Business data needed to retrieve process instances or tasks •  Everything else should go in the Systems-of-Record or in a custom database ‒  And retrieved or made persistent when and where appropriate
  • 24. 2424 © 2013 IBM Corporation Deal Appropriately with Large Data •  Objects in excess of 5MB are considered large ‒  But in high-volume environments, even much smaller objects (few hundred KB) can cause issues •  Large objects pose significant challenges: ‒  Performance, memory management •  Best practices ‒  Use the “claim check pattern”: store large objects in a DB as soon as you can, and carry a reference in the processes ‒  Explore fragmenting large objects into smaller objects before sending them to BPM ‒  Ensure that exceptionally large objects are dealt with one at a time Ø  If possible, reduce poll time and set poll quantity to 1 in adapters ‒  Increase JVM heap size Ø  Use 64-bit platforms to overcome heap size limitations of 32-bit JVMsc
  • 25. 2525 © 2013 IBM Corporation Expose Complex Services to Processes via AIS •  When invoking directly complex Services into Process Designer (PD) my be problematic •  The data types exposed to PD may be too complex to handle in PD •  The data types my not all be business process relevant •  The binding my bot be handled well or handled at all in PD (i.e. MQ, or CICS via J2C Adapter) •  Dealing with technical faults in human centric processes is a challenge •  Use Integration Designer to import the Complex Service •  Define AIS with only the data that the business process required (canonical view) •  Hide the IT business objects or complex XSD structures (technical data) using Mirrored Libraries •  Use data transforms to convert canonical data to technical data •  Translate technical faults to business faults for use in business process Challenge Suggested Good Practice
  • 26. 2626 © 2013 IBM Corporation Business Process View of Complex Integration AIS SAP Service retrieves “Net Sales Amount” Global fault handler process AIS is defined in this Toolkit
  • 27. 2727 © 2013 IBM Corporation IT View of Complex Integrations – Imlement AIS Right clicks to select the implementation type. Integration designer generates desired implementation type
  • 28. 2828 © 2013 IBM Corporation Connectivity to Backend Systems - Bindings BPLE Process orchestrates complex integrations
  • 29. 2929 © 2013 IBM Corporation Hide Complex IT Data in Private Libraries This folder contains a large number of complex SAP types! Since these SAP data types are in private library they are not visible to Business Author! Simple business process data types defined by business user Complex IT data in private library! Simple business data in shared library!
  • 30. 3030 © 2013 IBM Corporation IT View: Data Mapping, Error Handling BPEL component is exposed as AIS and invokes the SAP Web Service Create data maps Author fault handler
  • 31. 3131 © 2013 IBM Corporation Data Mapping XSLT Map maps from complex SAP instance returned by the Web Service to the data object defined by the Business Author Sophisticated transforms available in the mapper – i.e. in this case different data type representation used in SAP and defined by Business Author Complex, Large, All Data Simple, Small, Required Data
  • 32. 3232 © 2013 IBM Corporation Faults •  How to handle technical and business faults that are coming from complex integrations in a business process? •  Remember: unhandled faults can lead to failed process instances and cause operational chaos! •  Modelled (aka Business) faults ‒  Explicitly exposed in interfaces ‒  Normally have business significance ‒  Handle modelled faults where appropriate Ø  Translate to Business Faults (typically can be handled by the calling process) •  Un-modelled (aka Technical) faults ‒  Do not appear in interfaces ‒  Should have only a technical purpose ‒  Handle un-modelled faults as close to the source as possible Ø  Translate to Business Faults (typically un-recoverable) Challenge Suggested Good Practice
  • 33. 3333 © 2013 IBM Corporation Technical and Business Faults Technical Faults – Unrecoverable, handled outside of the process Business Faults – Recoverable, handled by the process
  • 34. 3434 © 2013 IBM Corporation Service orchestration: What’s Best? •  There are a number of options to orchestrate multiple automated service invocations: –  You can do it in BPMN •  Each service call in a separate activity •  Multiple service calls within the same activity –  You can do it in BPEL •  “Macro-flows” •  “Micro-flows” •  What’s best? •  Privilege BPEL over BPMN for service orchestration •  Privilege micro-flows over macro-flows •  Privilege BPMN for human workflow •  Watch out for the well-known “straight-through processing with exception handling” pattern! Challenge Suggested Good Practice
  • 35. 3535 © 2013 IBM Corporation Implemented as Integration Services in Process Designer BPMN: Three Integration Services BPMN: Single Integration Service
  • 36. 3636 © 2013 IBM Corporation Implemented as BPEL Processes BPEL: Long Running BPEL: Microflow
  • 37. 3737 © 2013 IBM Corporation BPMN:  Three Integration Services BPMN:  Single Integration Service BPEL:  Long Running BPEL: Microflow How  much  faster?   VERY FAST FAST SLOW Relative Performance VERY SLOW
  • 38. 3838 © 2013 IBM Corporation BPMN Process Handles Business Faults AIS SAP Service retrieves “Net Sales Amount” Global fault handler process AIS is defined in this Toolkit
  • 39. 3939 © 2013 IBM Corporation Administration and Operations Deployment Architecture Best Practices
  • 40. 4040 © 2013 IBM Corporation Adopt the Recommended Product Topology •  How do I set up a development environment with a large number of business and IT developers? ‒  Process Center may need to accommodate 10 or 100s or concurrent Business Authors and Integration Developers •  How do I ensure the Process Center does not become a bottleneck? ‒  Integration Designers that develop and test complex integrations may put a large strain on the Process Center when testing their applications •  Implement the Recommended IBM BPM Topology: http://www.redbooks.ibm.com/redpieces/abstracts/sg247976.html?Open •  Cluster Process Center (in 8.5, you will have to) •  Optimize Process Center database •  Use local Test Environment Process Server for unit testing of AIS implemented in Integration Designer •  Use Satellite Feeder Process Centers for mutisite developement Challenge Suggested Good Practice
  • 41. 4141 © 2013 IBM Corporation Recommended IBM BPM Topology Process Server QA Test Process Center Centralized repository Centralized deployment Centralized governance Process Server Staging Test Process Server Production Integration Designer Workstation Process Designer Workstation Process Center Console Unit Test Environme nt IT Developers Administrators Business & IT Authors Administrators Process Admin Console Runtime Environments Administrators
  • 42. 4242 © 2013 IBM Corporation “Satellite” Feeder Development Process Centers PS QA Test PS Staging Test PS Production Canada Main PC Integration Designer Process Designer Integration Designer Process Designer Europe Feeder PC Australia Feeder PC China Feeder PC P P P C Consumer PC Provider PCP C
  • 43. 4343 © 2013 IBM Corporation Administration and Operations BPM Solution Administration Best Practices
  • 44. 4444 © 2013 IBM Corporation Become Familiar and Use Process Admin •  The Process Admin console offers a powerful interface that allows for monitoring, managing, and troubleshooting process applications •  Web application available on all Process Server and Process Center environments ‒  Monitor process execution ‒  Look after individual process instances ‒  Repair “broken” process instances (retry/skip activities, change data, and more) ‒  Define and manage deployed application settings Process status summary on the main page allows you to quickly view the status of apps and navigate down to the corresponding instances
  • 45. 4545 © 2013 IBM Corporation Adequately Design your Physical System Topology •  Define the number of run-time environments, clustered structures, high availability requirements, disaster/recovery objectives •  Privilege higher-level clustered topologies ‒  Three-cluster “Application, Remote Messaging, and Support” •  Make your QA and Performance Test environments look like production •  Consistently use the same database SW and other supporting systems across all environments •  Plan for load balancers in front of Process Server clusters •  What other systems are you connecting to and how will they ensure failover / scalability? ‒  Redbook that discusses production topologies: Ø  http://www.redbooks.ibm.com/abstracts/sg247413.html?Open
  • 46. 4646 © 2013 IBM Corporation Clustered Topology Choices – IBM BPM V8.5 IBM BPM V7.5 STEW Recommended pattern Why no more 4-cluster pattern? The clustered topologies of BPM have been consistently analyzed and refined since the WPS v6.0.x timeframe. In v8.5, it became necessary to move a significant component from the Web cluster into the AppTarget cluster. This left very little in the Web cluster, and became difficult to justify the additional JVMs. • Significant simplification in terms of topological choices in V8.5 • Fewer moving parts, simpler choice of topological patterns • In V8.5, no more Standalone topologies! • You will always have a clustered topology (albeit initially with a single node) • Also, there are only two possible topological choices (single or three-cluster topology)
  • 47. 4747 © 2013 IBM Corporation DeploymentEnvironmentBus BPM v8.5 Advanced 3-Cluster Topology Sprayer IP IHS IHS dmgr Node Agent ME.mbr1 App.mbr1 Sup.mbr1 Dmgr Node Custom Node01 ME (PC Console) Process Admin Process Portal, BSpace, widgets, EmbeddedECM, BPC, SCA, BRM PDW, CEI, BPC Explorer Node Agent ME.mbr2 App.mbr2 Sup.mbr2 Custom Node01 ME (PC Console) Process Admin Process Portal, BSpace, widgets, EmbeddedECM, BPC, SCA, BRM PDW, CEI, BPC Explorer AppCluster MECluster SupCluster CMNDB (cell) CMNDB (DE) BPC, FEM, ES, BSpace, MEDB BPMDB Process Server, EmbeddedECM PDWDB Performance DW AppSched, Mediations, Rels
  • 48. 4848 © 2013 IBM Corporation Summary for Design and Development •  Start with a domain decomposition and understand the maturity of your services •  Spend time to understand service characteristics, designing interfaces, and selecting bindings •  Architecture and packaging choices are crucial to the success of your project ‒  Consider the façade pattern ‒  Privilege Integration Designer to implement integration services and orchestrations •  Follow modeling best practices ‒  Avoid clutter in your process and data model in Process Designer •  Handle faults appropriately and perform rigorous and repeatable testing
  • 49. 4949 © 2013 IBM Corporation Summary for Administration and Operations •  Adopt the recommended product architecture ‒ Process Center, and a number of Process Server environments ‒ Consider “federating” multiple Process Centers if needed •  Follow deployment best practices ‒ Use scripted approach with off-line Process Servers •  Process Admin is your friend – get to know it! •  Implement clustered topologies for availability and failover ‒ Including for Process Center
  • 50. 5050 © 2013 IBM Corporation We love your Feedback! Don’t forget to submit your Impact session and speaker feedback! • Your feedback is very important to us – we use it to improve next year’s conference • Go to the Impact 2013 SmartSite (http://impactsmartsite/com): ‒  Use the session ID number to locate the session ‒  Click the “Take Survey” link ‒  Submit your feedback
  • 51. 5151 © 2013 IBM Corporation BPM Sessions at Impact 1193 High-Volume, Fast Decision Management for Your System z Applications: Exploring the Why and How Wed, 1/May 03:45 PM - 04:45 PM 1198 Case Study: Sun Life Financial - Shifting from Customization to Configuration with IBM ODM 1201 Meet the Experts: Rule Validation Approaches Tue, 30/Apr 02:30 PM - 03:30 PM 1226 Case Study: Large-Scale Complex Events Processing at USAA Tue, 30/Apr 02:30 PM - 03:30 PM 1365 Hands-On Lab: BPM & ODM Installation, Deployment and Usage Patterns in a Private Cloud Mon, 29/Apr 01:00 PM - 03:30 PM 1366 Smarter Process in the Cloud: BPM and ODM Patterns & SaaS Tue, 30/Apr 01:00 PM - 02:15 PM 1388 Maximizing the Business Value of SAP Using IBM BPM Thu, 2/May 08:45 AM - 09:45 AM 1390 Panel Discussion: IBM BPM for SAP Thu, 2/May 10:15 AM - 11:15 AM 1539 Hands-On Lab: Exploring IBM BPM for SAP Capabilities Mon, 29/Apr 02:30 PM - 03:30 PM 1584 Case Study: IBM Enables Business Process Excellence for eBay Mon, 29/Apr 04:00 PM - 05:00 PM 1752 Meet the Experts: IBM BPM for SAP Wed, 1/May 05:00 PM - 06:00 PM 1781 Introduction to IBM Blueworks Live Mon, 29/Apr 04:00 PM - 05:00 PM 1868 Case Study: Elevations CU's Great Game of Process: The Cool Kids Guide to Making Process Stick Wed, 1/May 03:45 PM - 04:45 PM 2061 Taking Your Processes and Rules Mobile Wed, 1/May 02:15 PM - 03:15 PM 2066 Panel Discussion: Migrating to IBM BPM - Practical Experiences and Lessons Learned Wed, 1/May 10:15 AM - 11:15 AM 2088 Roundtable: BPM Upgrade and Migration Discussion Mon, 29/Apr 02:30 PM - 03:30 PM 2089 Securing Your BPM Installations Thu, 2/May 01:00 PM - 02:00 PM 2102 Improving Business Processes by Aligning BPM and MDM Wed, 1/May 03:45 PM - 04:45 PM 2113 High Performance and Scalability with IBM BPM Wed, 1/May 05:00 PM - 06:00 PM 2147 Roundtable: Blueworks Live Feedback Tue, 30/Apr 02:30 PM - 03:30 PM 2149 Meet the Experts: Using IBM BPM and IBM Blueworks Live Together Wed, 1/May 03:45 PM - 04:45 PM 2191 Integrating BPM with ECM Mon, 29/Apr 10:30 AM - 11:45 AM 2217 Discovering and Automating Decisions Using IBM Blueworks Live and IBM Operational Decision Manager Thu, 2/May 10:15 AM - 11:15 AM 2247 BPM Cloud and Virtualization Technical Update Mon, 29/Apr 02:30 PM - 03:30 PM 2250 Migration Best Practices for BPM Solutions Wed, 1/May 01:00 PM - 02:00 PM 2290 IBM Business Process Manager Production Topologies Tue, 30/Apr 05:15 PM - 06:15 PM 2309 BPM for the Enterprise on System z: Process Hub and Hybrid Deployments Mon, 29/Apr 05:15 PM - 06:15 PM 2388 Process Governance and Deployment Visibility with IBM BPM Process Center Thu, 2/May 08:45 AM - 09:45 AM 2425 Roundtable: Business Process Manager - Tell Us What You Want Mon, 29/Apr 05:15 PM - 06:15 PM 2429 What's New in IBM Business Process Manager Mon, 29/Apr 01:00 PM - 02:15 PM 2440 Governing Operational Decisions in an Enterprise Scalable Way Tue, 30/Apr 04:00 PM - 05:00 PM 2442 Developing Compelling BPM UIs for Tasks and Dashboards Thu, 2/May 02:15 PM - 03:15 PM 2465 What's New in IBM Operational Decision Manager? Wed, 1/May 03:45 PM - 04:45 PM
  • 52. 5252 © 2013 IBM Corporation BPM Sessions at Impact (continued) 2496 Roundtable: Getting Social with IBM Operational Decision Manager Tue, 30/Apr 10:15 AM - 11:15 AM 2510 Extending IBM Business Process Manager with Case Manager to Address New Range of Business Processes Wed, 1/May 10:15 AM - 11:15 AM 2541 Roundtable: Let's Talk Mobile Processes & Decisions Mon, 29/Apr 02:30 PM - 03:30 PM 2554 Hands-On Lab: Introduction to IBM Business Process Manager Tue, 30/Apr 04:00 PM - 06:15 PM 2567 Hands-On Lab: BPM to Go with Worklight and BPM Thu, 2/May 10:15 AM - 11:15 AM 2600 Case Study: Nationwide Rule Authoring Capabilities using IBM ODM Wed, 1/May 05:00 PM - 06:00 PM 2613 Roundtable: IBM Operational Decision Manager - Tell Us What You Want Mon, 29/Apr 04:00 PM - 05:00 PM 2629 Case Study: Johnson Controls Enterprise Approach to Modeling for the Masses Thu, 2/May 01:00 PM - 02:00 PM 2646 Building a Business Rules Application Using ODM Live on Stage! Wed, 1/May 03:45 PM - 04:45 PM 2657 Meet the Experts: The Doctor Is in the House: Operational Decision Manager Rules Open Hours Mon, 29/Apr 02:30 PM - 03:30 PM 2813 Best Practices: Developing Solutions for Comprehensive Visibility with IBM Business Monitor Mon, 29/Apr 05:15 PM - 06:15 PM 2819 Case Study: Banco Espirito Santo Democratizes Processes for Increased Visibility and Control Thu, 2/May 10:15 AM - 11:15 AM 2827 Roundtable: Operational Visibility across Orchestrated and "Virtual" Processes Tue, 30/Apr 10:15 AM - 11:15 AM 2837 For Better Results, Enhance Your Decision Management System with Analytics Thu, 2/May 08:45 AM - 09:45 AM 2847 Decision Management for Customer Analytics and Fraud Wed, 1/May 05:00 PM - 06:00 PM 2850 Hands-On Lab: From Spreadsheet to Business Dashboard in 60 Minutes or Less! Mon, 29/Apr 01:00 PM - 02:15 PM 2856 Hands-On Lab: Building Business Rules and Events Applications Using IBM ODM or IBM ODM for z/OS Thu, 2/May 01:00 PM - 03:15 PM 2865 Meet the Experts: Business and Process Visibility with IBM Business Monitor Mon, 29/Apr 04:00 PM - 05:00 PM 2963 Best Practices: IBM BPM Top Practices to Achieve Smarter Process Tue, 30/Apr 02:30 PM - 03:30 PM 2996 Case Study: PENSCO Creates Insourcing Opportunity with IBM BPM Mon, 29/Apr 04:00 PM - 05:00 PM 3047 Hands-On Lab: Integrate Dynamic Business Rules into Your Other Products to Extend Your Solution Tue, 30/Apr 01:00 PM - 03:30 PM 3098 IBM Operational Decision Manager 101: Taking Business Rules to the Next Level Mon, 29/Apr 04:00 PM - 05:00 PM 3130 Meet the Experts: The Doctor Is in the House: BPM Open Hours Tue, 30/Apr 04:00 PM - 05:00 PM 3131 Meet the Experts: BPM Mobile Tue, 30/Apr 01:00 PM - 02:15 PM 3142 Meet the Experts: Smarter Process Tue, 30/Apr 10:15 AM - 11:15 AM 3187 Tomorrow's Digital Enterprises Will Live or Die by Their Processes. Are You Set? Tue, 30/Apr 10:15 AM - 11:15 AM 3188 Decision Management Cases: Agility and Adaptability in Insurance, Travel and Healthcare Tue, 30/Apr 04:00 PM - 05:00 PM 3220 Panel Discussion: Adopting BPM Wed, 1/May 02:15 PM - 03:15 PM
  • 53. 5353 © 2013 IBM Corporation
  • 54. 5454 © 2013 IBM Corporation Legal Disclaimer •  © IBM Corporation 2013. All Rights Reserved. •  The information contained in this publication is provided for informational purposes only. While efforts were made to verify the completeness and accuracy of the information contained in this publication, it is provided AS IS without warranty of any kind, express or implied. In addition, this information is based on IBM’s current product plans and strategy, which are subject to change by IBM without notice. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this publication or any other materials. 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  • 55. 5555 © 2013 IBM Corporation Questions? As a reminder, please fill out a session evaluation
  • 56. 5656 © 2013 IBM Corporation Appropriately Configure Process Center •  Use the 64-bit product version ‒  32-bit version will only give you access to 4GB of memory (less on Windows) JVM max operating heap of 1GB •  Cluster Process Center (this is the only option in 8.5) ‒  For scalability, failover, high availability and redundancy. ‒  Refer to the IBM Business Process Manager Production Topologies Redbook: http://www.redbooks.ibm.com/redpieces/abstracts/sg247976.html?Open •  Allow enough memory for your Process Center JVMs ‒  Adequately size your heap •  Dedicate adequate CPU resources to your BPM developers ‒  In average, two CPU cores adequately serve 25-30 developers in version 8
  • 57. 5757 © 2013 IBM Corporation Carefully Configure the Process Center Database •  Prefer the 64-bit database product version •  Use a separate database server with at least 2 cores and fast disks dedicated to your database •  Tune the database appropriately to distribute the work over the available disks •  Segment your work so that all of the work isn't happening in one Process App ‒ Use multiple toolkits for reusable services ‒ This way your 5-10 developers will not be always working on the same ProcessApp or Toolkit