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- 1. December 2014 Never memorize what you can look up in books. - Albert Einstein Page 1
- 2. Table of Contents About this book .................................................................................................................................31 Book Release History.........................................................................................................................32 What is Business Process Management?............................................................................................34 Overview of IBM Business Process Manager....................................................................................34 History of IBM Business Process Manager...................................................................................34 IBPM Usage...................................................................................................................................35 Modeling a process........................................................................................................................36 Integrating with IT Systems...........................................................................................................36 Architecture........................................................................................................................................36 Process Applications......................................................................................................................36 Process Instances.......................................................................................................................38 Archiving Process Applications................................................................................................38 Process Applications state management...................................................................................39 Changing Process Application settings.....................................................................................39 Toolkits..........................................................................................................................................40 Tips on good toolkits.................................................................................................................42 Tasks..............................................................................................................................................44 Task Priority..............................................................................................................................44 IBPM Components........................................................................................................................45 Component – Process Server.........................................................................................................45 Component – Process Center.........................................................................................................45 Starting Process Center.............................................................................................................48 Component – Process Designer.....................................................................................................49 Play back sessions.....................................................................................................................50 Starting IBPM Process Designer...............................................................................................50 Working in the Designer view..................................................................................................54 Working with the Library.........................................................................................................55 Adding managed files...............................................................................................................57 Tagging.....................................................................................................................................59 Smart Folders............................................................................................................................62 Validation errors.......................................................................................................................64 Working as part of a team.........................................................................................................65 Component – Web Process Designer.............................................................................................67 Component – Performance Data Warehouse.................................................................................68 Component – Process Center Console...........................................................................................68 Component – Process Portal..........................................................................................................68 Component – Process Admin Console..........................................................................................68 IBPM Knowledge...............................................................................................................................69 Product Documentation.................................................................................................................69 Web Sites.......................................................................................................................................69 Public Forums................................................................................................................................69 IBM RedBooks..............................................................................................................................70 developerWorks on IBM BPM......................................................................................................70 TechNotes......................................................................................................................................72 Requirements and Enhancements..................................................................................................74 Product Installation and Configuration..............................................................................................76 Part Numbers.................................................................................................................................76 Prerequisites...................................................................................................................................77 Page 2
- 3. Installing Integration Designer......................................................................................................77 Installing Business Process Manager Advanced in typical mode..................................................84 Performing a custom Install of Process Manager Advanced.........................................................90 Using BPMConfig to create servers............................................................................................112 Editing the BPMConfig properties file graphically................................................................113 Generating ONLY the DDL using BPMConfig..........................................................................115 Using the PMT to create servers..................................................................................................115 Using the command line to create server profiles........................................................................134 Installing to (DBA) managed databases......................................................................................136 DB2.........................................................................................................................................136 MSSQL...................................................................................................................................138 Common for all Databases......................................................................................................141 Installing Process Designer..........................................................................................................143 Starting BPM...............................................................................................................................148 Stopping BPM..............................................................................................................................148 Resetting the databases................................................................................................................150 Un-configuring BPM...................................................................................................................150 Hiding the sample applications....................................................................................................151 Creating a new Process Server in its own deployment environment...........................................151 Frequently Asked installation Installation Questions..................................................................157 Business Process Definition - BPDs.................................................................................................158 Pools and Lanes...........................................................................................................................161 Sequence Lines............................................................................................................................163 BPD Overview settings................................................................................................................166 Exposing the Process..............................................................................................................166 Process Instance Name............................................................................................................167 Process Instance Owners Team...............................................................................................167 BPD Views Settings.....................................................................................................................167 Activities......................................................................................................................................167 Activity Appearance in the BPD diagram...............................................................................171 Data Mapping..........................................................................................................................171 Conditional Activities.............................................................................................................172 Activity Behavior....................................................................................................................173 Start Event....................................................................................................................................180 End Event.....................................................................................................................................181 Message Start Event.....................................................................................................................181 Content Start Event......................................................................................................................183 User Task.....................................................................................................................................184 Automatic Flow.......................................................................................................................185 Assigning Activities – Mapping staff to work........................................................................186 Re-Assigning Tasks and changing group members...........................................................189 Assignment Examples........................................................................................................189 The Four Eyes Example.....................................................................................................189 Assigning a task to a single named user.............................................................................190 Assignment based on user attribute....................................................................................191 Explicit manager assignment..............................................................................................191 Timer Events................................................................................................................................193 Tracking Intermediate Event.......................................................................................................196 Ad-hoc Start Event.......................................................................................................................197 Message Intermediate Event........................................................................................................198 Page 3
- 4. Message End Event......................................................................................................................201 Terminate Event...........................................................................................................................202 Error Intermediate Event.............................................................................................................202 Error End Event...........................................................................................................................204 Gateways, Conditionals and Joins...............................................................................................204 Modeling sub-processes...............................................................................................................210 Modeling Linked Processes.........................................................................................................211 Modeling Event Sub-processes....................................................................................................211 Script Activities...........................................................................................................................213 External Implementation..............................................................................................................214 Completing an External Implementation – REST API...........................................................216 Completing an External Implementation – Web Service API................................................218 Application Loops........................................................................................................................221 Simple Looping.......................................................................................................................221 Multi-Instance Looping...........................................................................................................222 Looping through a map data type.......................................................................................223 BPD Diagram Notes....................................................................................................................223 Due dates for process and activities.............................................................................................224 Time and Holiday Schedules..................................................................................................225 Generating Reports......................................................................................................................226 BPD and BPMN...........................................................................................................................227 Concept of a Token.................................................................................................................227 Deviations from BPMN..........................................................................................................227 BPD Flow Control.......................................................................................................................229 Rework a set of steps..............................................................................................................229 Case Management............................................................................................................................232 Starting a new Case instance.......................................................................................................236 Case Activities.............................................................................................................................237 No precondition event.............................................................................................................240 A document is filed in the case...............................................................................................240 A case property or variable is updated....................................................................................240 A precondition expression is met............................................................................................241 Case Variables.............................................................................................................................241 Case User Interfaces....................................................................................................................243 Cases and their relationships to ECM..........................................................................................244 Case Document Types.................................................................................................................245 Case Design patterns....................................................................................................................247 Creating a new document within an existing case..................................................................248 Services.............................................................................................................................................250 Caching the results of a service...................................................................................................252 Human Service.............................................................................................................................253 Exposing the Human Service for starting...............................................................................253 Canceling outstanding Human Tasks......................................................................................255 Informing a user that their task has been canceled.................................................................257 Timing out a Human Service..................................................................................................258 Escalating a Human Task........................................................................................................258 Notifying a user that a task is ready for work.........................................................................260 Semantics of closing a browser window.................................................................................261 Human Service (Client Side).......................................................................................................262 Scripting in Client Side Human Services................................................................................264 Page 4
- 5. Saving state in a Client Side Human Service..........................................................................265 End Event Navigation.............................................................................................................265 Differences between Heritage and Client Side Human Services............................................266 Ajax Service.................................................................................................................................266 Integration Service.......................................................................................................................272 Advanced Integration Service......................................................................................................272 General System Service...............................................................................................................273 Decision Service..........................................................................................................................273 Business Action Language (BAL) Rule..................................................................................275 Decision Table........................................................................................................................276 Integrating with WODM.........................................................................................................278 Service Components....................................................................................................................278 Coaches...................................................................................................................................280 Server Scripts..........................................................................................................................280 Server Scriptlet........................................................................................................................281 Modify Task............................................................................................................................281 Postpone Task.........................................................................................................................282 Decision Gateway...................................................................................................................283 End Event................................................................................................................................284 Note.........................................................................................................................................284 Error End Event......................................................................................................................284 Error Intermediate Event.........................................................................................................285 Invoke UCA............................................................................................................................285 Catch Exception......................................................................................................................286 Intermediate Tracking Event...................................................................................................286 Stay On Page Event.................................................................................................................287 Nested Service.........................................................................................................................287 Send Alert...............................................................................................................................288 Web Service Integration..........................................................................................................289 Java Integration.......................................................................................................................291 Stay on Page Event.................................................................................................................291 Variables – Process and Service.......................................................................................................292 System of Record data vs Business Intelligence data..................................................................293 Creating new Data structures.......................................................................................................294 Simple Types...........................................................................................................................295 Business Object Types............................................................................................................296 List Variables...............................................................................................................................298 Setting defaults on variables........................................................................................................299 Making variables search-able......................................................................................................300 Defining and using shared objects...............................................................................................300 Process instance Global Data..................................................................................................303 BPD Variables and Service Variables - Mapping.......................................................................303 Variable identity and UUID.........................................................................................................304 Exposing Business Data for Searches..........................................................................................306 Accessing variables from JavaScript...........................................................................................307 Environment Variables................................................................................................................308 Exposed Process Values (EPVs)..................................................................................................309 Pre and Post Assignments............................................................................................................312 Variables and XML.....................................................................................................................312 Using Variables............................................................................................................................314 Page 5
- 6. Determining the type of a variable..............................................................................................315 The case of the mysteriously changing variables........................................................................315 User Interfaces and User Interaction................................................................................................319 Coach Views................................................................................................................................320 General Coach View settings..................................................................................................320 Positioning Coach View Settings............................................................................................321 Visibility Coach View Settings...............................................................................................322 IBM supplied stock Coach Views Controls.................................................................................323 Button......................................................................................................................................323 Checkbox................................................................................................................................324 Date Time Picker....................................................................................................................325 Decimal...................................................................................................................................326 Horizontal Section...................................................................................................................326 Image.......................................................................................................................................328 Integer.....................................................................................................................................329 Output Text.............................................................................................................................330 Radio Buttons..........................................................................................................................331 Select.......................................................................................................................................332 Select Sample 1 – Selection based on other selection........................................................334 Table........................................................................................................................................336 Tabs.........................................................................................................................................338 Text.........................................................................................................................................339 Text Area.................................................................................................................................340 Vertical Section.......................................................................................................................341 Content Box............................................................................................................................342 Custom HTML........................................................................................................................344 Styling with CSS..........................................................................................................................345 Making Left Labels.................................................................................................................348 Adding a TextBox icon...........................................................................................................350 Styling a Dojo button for BPM...............................................................................................350 Data Validation............................................................................................................................352 Responsive Web design handling................................................................................................355 Boundary Events..........................................................................................................................357 Dynamically controlling visibility based on user........................................................................357 IBM sample Coach Views...........................................................................................................358 Data Change Boundary Trigger..............................................................................................358 Data Change Boundary Trigger - Updating one list when another changes......................359 Building new Coach View types.................................................................................................359 Coach View Design Time visualization..................................................................................368 Coach View Event Handlers...................................................................................................370 Load event handler.............................................................................................................372 View event handler.............................................................................................................372 Unload event handler..........................................................................................................373 Change event handler.........................................................................................................373 Validate event handler........................................................................................................373 Coach View Context...............................................................................................................374 context.bindingType()........................................................................................................374 context.bpm.system............................................................................................................374 context.bpm.team...............................................................................................................375 context.broadcastMessage()...............................................................................................375 Page 6
- 7. context.cancelBoundaryEvents()........................................................................................375 context.containDiffLoopingContext()................................................................................375 context.createView(domNode, index, parentView)...........................................................375 context.deleteView(domNode)...........................................................................................375 context.element...................................................................................................................375 context.getDomNode().......................................................................................................375 context.getInheritedVisibility()..........................................................................................375 context.getSubview(viewId, requiredOrder)......................................................................375 context.htmlEscape(<string>)............................................................................................375 context.isTrustedSite().......................................................................................................375 context.parentView()..........................................................................................................375 context.refreshView().........................................................................................................376 context.setDisplay(isDisplay, domNode)...........................................................................376 context.setUniqueViewId()................................................................................................376 context.subscribeValidation().............................................................................................376 context.subview[viewId]....................................................................................................376 context.trigger(callback).....................................................................................................376 context.triggerCollaboration(payload)...............................................................................376 context.unsubscribeValidation().........................................................................................376 context.viewid....................................................................................................................376 Coach View global data..........................................................................................................377 com_ibm_bpm_global.topLevelCoachViews....................................................................377 com_ibm_bpm_global.coachView.byControlId()..............................................................377 com_ibm_bpm_global.coachView.byDomId()..................................................................377 Coach View data binding and configuration...........................................................................377 Working with Coach View list data...................................................................................380 Dis-allowed Coach Binding data types..............................................................................382 IBM supplied Coach View utility functions...........................................................................382 Custom Coach View and position data...................................................................................383 Generated HTML....................................................................................................................383 Custom JavaScript in Coach Views........................................................................................384 Using JavaScript libraries other than Dojo.............................................................................384 Using jQuery to build Coach Views...................................................................................385 Generated content in a control................................................................................................385 Making Ajax and REST requests from a Coach View...........................................................385 Navigating and access to Coach Views on a Coach page.......................................................387 Learning resources to build new Coach Views.......................................................................388 Debugging Coach Views........................................................................................................389 Coach View Construction Tips...............................................................................................392 DOM root access in a Coach View....................................................................................392 Editing JavaScript for Coach Views..................................................................................392 Adding a label....................................................................................................................393 Working with visibility......................................................................................................393 Using a Dijit Widget in a Coach View...............................................................................394 Including a custom Dijit Widget in a Coach View............................................................394 Describing a Dojo based page declaratively......................................................................396 Accessing images by CSS..................................................................................................397 Commonly used AMD loaders...........................................................................................398 Sample Coach Views..............................................................................................................398 Sample Coach View – trivial "hello world".......................................................................398 Page 7
- 8. Sample Coach View – Data Change Boundary Trigger.....................................................400 Coach View Templates...........................................................................................................402 Dashboard Coach Views..............................................................................................................402 Batch Modify Dialog Control.................................................................................................403 Breadcrumb Control................................................................................................................404 Category Selection Control.....................................................................................................404 Chart Control...........................................................................................................................405 Chart with Time Selector Control...........................................................................................412 Dashboard Layout template....................................................................................................414 Data Control............................................................................................................................414 Data Section Control...............................................................................................................415 Dialog Control.........................................................................................................................416 Default Instance Details template...........................................................................................417 Floating Layout Control..........................................................................................................417 Follow Button Control............................................................................................................418 Gantt Chart Instance Details Control......................................................................................418 Gantt Chart Process Overview Control...................................................................................420 Icon Button Control................................................................................................................421 Instance Activities List Control..............................................................................................421 Instance Activities Section Control.........................................................................................422 Instance Details UI Service template......................................................................................423 Instance List Control...............................................................................................................424 Instance Summary Section Control.........................................................................................425 Navigation Controller Control................................................................................................425 Process Diagram Control........................................................................................................425 Process Due Date Control.......................................................................................................427 Process Instances List Control................................................................................................427 Process Summary Control.......................................................................................................428 Refresh Button Control...........................................................................................................429 Search Control.........................................................................................................................429 Service Controller Control......................................................................................................429 Split-Panes Section Control....................................................................................................430 Stream Control........................................................................................................................430 Task List Control....................................................................................................................430 Tasks Due Control..................................................................................................................433 Team Roster Control...............................................................................................................433 Team Summary Control..........................................................................................................435 Text Filter Control..................................................................................................................435 Two-Column Section Control.................................................................................................436 Zoom Control..........................................................................................................................436 Exposing a Human Service as a portlet.......................................................................................436 Page Flow/ Screen Flow Solutions..............................................................................................438 Screen Flow using BPD..........................................................................................................439 User Interface fragments..............................................................................................................439 Embedding another HTML page............................................................................................440 Error Handling..................................................................................................................................440 Error Handling in JavaScript.......................................................................................................442 BPD Events......................................................................................................................................443 Undercover Agents (UCAs).............................................................................................................444 Event Initiated UCAs...................................................................................................................445 Page 8
- 9. Schedule initiated UCAs..............................................................................................................447 UCAs and queued events.............................................................................................................449 Disabling UCA processing..........................................................................................................449 UCAs and Toolkits......................................................................................................................449 Token Management..........................................................................................................................450 Security.............................................................................................................................................455 Security Groups...........................................................................................................................455 Teams...........................................................................................................................................457 Securing Access to the repository................................................................................................461 Securing development of a Process Application.........................................................................462 Securing the ability to start an application...................................................................................464 Securing ability to work with tasks (Human Services)................................................................464 Securing Process Portal capabilities............................................................................................464 Securing access to publish Integration Designer projects...........................................................467 Lightweight Directory Access Protocol - LDAP.........................................................................468 Tivoli Directory Server...........................................................................................................468 Apache Directory Server.........................................................................................................473 Installation of Apache Directory Server.............................................................................473 Apache Directory Server Studio.............................................................................................476 Installation of Apache Directory Studio.............................................................................476 Installation of Apache Directory Server Studio Eclipse Plugins.......................................479 Installation of JXplorer...........................................................................................................484 Getting locked out of WAS.....................................................................................................486 Configuring WAS for LDAP..................................................................................................486 Adding Users......................................................................................................................491 Adding groups....................................................................................................................495 Debugging WAS LDAP.....................................................................................................495 Configuring LDAP for IBPM.................................................................................................496 Debugging LDAP...................................................................................................................496 Importing Browser Certificates...................................................................................................497 Security and browser sessions.....................................................................................................502 User Attribute Definitions................................................................................................................505 Process Admin Console....................................................................................................................508 Process Admin - IBM BPM Admin.............................................................................................509 Task Cleanup...........................................................................................................................510 Process Admin - User Management............................................................................................510 Group Management.................................................................................................................512 Bulk User Attribute Assignment.............................................................................................512 Process Admin - Monitoring.......................................................................................................514 Process Admin - Event Manager.................................................................................................514 Event Manager > Monitor.......................................................................................................514 Event Manager > Blackout Periods........................................................................................514 Event Manager > Synchronous Queues..................................................................................515 Event Manager > Event Managed JMS Error Queue.............................................................515 Admin Tools > Manage EPVs................................................................................................515 Process Admin – Saved Search Admin.......................................................................................517 Process Admin – Process Inspector.............................................................................................518 Process Admin - Installed Apps...................................................................................................520 Customizing the Process Admin Console....................................................................................520 Process Portal...................................................................................................................................522 Page 9
- 10. Process Portal – My Tasks...........................................................................................................525 Process Portal – Saved Searches..................................................................................................531 Starting Ad-Hoc entry points.......................................................................................................532 In-line Tasks in process portal.....................................................................................................533 Team Performance.......................................................................................................................534 Team Tasks.............................................................................................................................535 Process Performance....................................................................................................................536 Quick Stats..............................................................................................................................537 Turnover Rate.........................................................................................................................537 Average Duration....................................................................................................................538 Instances In Progress...............................................................................................................538 Diagram View.........................................................................................................................539 Gantt View..............................................................................................................................539 Set Path View..........................................................................................................................540 Searching in Process Portal..........................................................................................................540 The data used to populate the Process Performance dashboard..................................................541 Creating new pages in Process Portal..........................................................................................541 Push next task to the user........................................................................................................542 Customizing Process Portal look and feel...................................................................................542 Customizing the login screen..................................................................................................545 Versioning Solutions........................................................................................................................547 Snapshots.....................................................................................................................................547 Managing Snapshots...............................................................................................................548 BPMDeleteSnapshot..........................................................................................................548 BPMSnapshotCleanup........................................................................................................548 BPMShowProcessApplication...........................................................................................549 Migration of in-flight BPMN process instances..........................................................................550 BPD Integrations..............................................................................................................................555 Outbound Web Services..............................................................................................................555 Setting up security for outbound Web Services......................................................................563 Inbound Web Services.................................................................................................................563 Testing an Inbound Web Service with soapUI.......................................................................566 Invoking a BPD exposed as a Web Service............................................................................569 Invoking an IBPM Web Service from a Java POJO...............................................................570 Web Services and data types...................................................................................................573 Simple Data Type...............................................................................................................573 Complex Data Type............................................................................................................574 Nested Complex Data Type...............................................................................................576 Array of Complex Data Type.............................................................................................577 Java Message Service – JMS.......................................................................................................583 JMS – Sending and receiving from queues.............................................................................583 JMS – Triggering a UCA........................................................................................................585 JMS Client Tools....................................................................................................................587 Hermes JMS.......................................................................................................................593 WebSphere Default Messaging...............................................................................................601 REST Integration.........................................................................................................................602 The REST Functions...............................................................................................................603 Handling REST errors.............................................................................................................605 The REST API Tester.............................................................................................................605 Working with REST Search Queries......................................................................................608 Page 10
- 11. Working with REST Task Instance Queries......................................................................613 Working with REST Task Instances.......................................................................................615 Getting Task and Instance details through REST..............................................................615 Getting a template for a task...............................................................................................618 Finishing a Task.................................................................................................................619 Starting a Task....................................................................................................................619 Claiming a task...................................................................................................................620 Re-assigning a task.............................................................................................................621 Getting Task variable values..............................................................................................621 Setting Task variable values...............................................................................................622 Getting the client details of a task......................................................................................622 Working with REST Processes...............................................................................................622 Starting a process from REST............................................................................................622 Getting details of a process instance using REST..............................................................623 Getting details of a process model from REST..................................................................625 Starting a UCA from REST................................................................................................625 Moving a token within a process using REST...................................................................626 Retrying a failed instance...................................................................................................626 Executing JavaScript in the context of a process from a REST request............................627 Listing and starting Ad-Hoc Events from REST (pre-8.5.5).............................................627 Working with REST Adhoc activities....................................................................................627 Listing Adhoc activities......................................................................................................627 Available actions for ad hoc activities...............................................................................628 Starting an ad hoc activity..................................................................................................629 Working with REST Services.................................................................................................629 Starting a service from REST.............................................................................................629 Getting data from a Service................................................................................................630 Setting data into a Service..................................................................................................631 Getting a Service Model using REST................................................................................631 Working with Exposed Items..................................................................................................633 Getting Exposed Processes.................................................................................................633 Working with REST Users and Groups..................................................................................634 Working with Process Apps....................................................................................................635 Working with REST and heritage process document attachments.........................................636 Heritage - Adding a document to a process instance using REST.....................................636 Heritage – Getting a list of attached documents.................................................................637 Working with REST Asset Lists.............................................................................................637 Getting Project branchIds and Snapshots...........................................................................639 Getting Business Object definitions...................................................................................639 Working with REST performance queries..............................................................................640 Working with REST retrieved diagrams.................................................................................641 Process Visual Model.........................................................................................................641 Calling REST from Java.........................................................................................................649 REST encoded UUIDs/GUIDs...............................................................................................650 REST input and output data types...........................................................................................651 REST Security.........................................................................................................................652 Database Integration....................................................................................................................654 Integration with supplied DB connectors................................................................................654 Using LiveConnect and JDBC................................................................................................656 Example – Selecting rows from a table..................................................................................657 Page 11
- 12. Security with Database Interaction.........................................................................................657 JDBC definitions needed to access databases.........................................................................657 Service to Insert a row............................................................................................................658 Service to Delete a row...........................................................................................................658 Service to Update a row..........................................................................................................659 Calling stored procedures........................................................................................................659 Mapping IBM BPM Data types to DB data types..................................................................660 Dates/times.........................................................................................................................661 Java Integration............................................................................................................................661 Java source level Debugging...................................................................................................666 eMail............................................................................................................................................669 Sending an email.....................................................................................................................669 Receiving an email..................................................................................................................670 Send an email and receive a response.....................................................................................672 Sending an email which includes response buttons................................................................674 Installing hMailServer as a test EMail provider.....................................................................678 WPS and SCA..............................................................................................................................686 Asynchronous Invocation of an SCA Module........................................................................686 Process Scheduling with Job Scheduler...........................................................................................693 The nature of a IBPM Job............................................................................................................693 The Job Scheduler Java API........................................................................................................693 An illustrative solution.................................................................................................................693 Debugging........................................................................................................................................708 Debugging with Inspector............................................................................................................708 Debugging the environment.........................................................................................................714 Browser tabs and Process Inspector.............................................................................................714 Logging........................................................................................................................................715 Tracing Web Service SOAP traffic.............................................................................................716 Working with IBM Defect Support.............................................................................................717 Raising defects with IBM............................................................................................................717 Development.....................................................................................................................................718 Sharing projects with others........................................................................................................718 Naming conventions and recommendations................................................................................718 Documentation.............................................................................................................................719 Operations.........................................................................................................................................721 Configuration Files......................................................................................................................721 Networking..................................................................................................................................722 WAS Server.................................................................................................................................722 Stopping the server..................................................................................................................722 Windows Services...................................................................................................................722 Port Numbers..........................................................................................................................722 WAS Admin Console..............................................................................................................722 JDBC Resources.....................................................................................................................723 WAS Security.........................................................................................................................723 The wsadmin command..........................................................................................................723 Java programming for admin commands...........................................................................723 Java Client programming for admin commands................................................................724 BPM AdminCommands.....................................................................................................725 JMX Programming..................................................................................................................725 Changing Passwords....................................................................................................................725 Page 12
- 13. Operational Databases.................................................................................................................726 Process Server Database.........................................................................................................726 Performance Data Warehouse Database.................................................................................726 Defining custom databases......................................................................................................726 SI Bus Resources.........................................................................................................................730 Cleaning/removing completed processes.....................................................................................731 Adding and removing Process Servers from Process Center......................................................733 Deployment of applications to servers.........................................................................................734 Offline Application Deployment............................................................................................734 Un-Deployment of applications from servers.........................................................................738 Governance of deployment.....................................................................................................738 Governance – Install Snapshot...........................................................................................741 Governance – Cancel Snapshot Installation.......................................................................741 Governance – Get All Process Servers...............................................................................741 Governance – Set Installation Status..................................................................................741 Governance – Get Installation Status.................................................................................742 Applying Governance to a Process App to be governed....................................................742 Snapshot change notification..............................................................................................743 Modification of Process Instance data.........................................................................................743 Web Servers and Load Balancing................................................................................................744 Performance.................................................................................................................................745 The Event Manager - Tuning attributes..................................................................................745 Monitoring using the Process Admin Console.......................................................................746 Process Admin Console – Monitoring > Instrumentation..................................................747 Process Admin Console – Monitoring > Process Monitor.................................................748 DB2 Database Performance....................................................................................................750 Monitoring DB2......................................................................................................................750 Useful scripts and tools................................................................................................................752 Viewing database table contents.............................................................................................752 Recovery options.........................................................................................................................754 JavaScript in IBPM...........................................................................................................................755 Editing JavaScript........................................................................................................................755 IBPM JavaScript name spaces.....................................................................................................755 Reusing JavaScript.......................................................................................................................756 BPD Data Types..........................................................................................................................756 Data Type – ActivitySummary...............................................................................................756 Data Type – BusinessData......................................................................................................756 Data Type – ConditionalActivity............................................................................................756 Data Type – Map.....................................................................................................................757 Data Type – NameValuePair..................................................................................................757 Data Type – PathStep..............................................................................................................758 Data Type – ProcessSummary................................................................................................758 Data Type – Record................................................................................................................759 Data Type – SQLResult..........................................................................................................760 Data Type – String..................................................................................................................761 Data Type – TaskListData......................................................................................................761 Data Type – TaskListItem.......................................................................................................762 Data Type – TaskListInteactionFilter.....................................................................................763 Data Type – TaskListProperties..............................................................................................763 Data Type – Team...................................................................................................................764 Page 13
- 14. Data Type – TeamDashboardSupport.....................................................................................764 Data Type – TWAdhocStartingPoint......................................................................................764 Data Type – TWDate..............................................................................................................765 Data Type – TWDocument.....................................................................................................767 Data Type – TWHolidaySchedule..........................................................................................768 Data Type – TWLink..............................................................................................................769 Data Type – TWManagedFile.................................................................................................769 Data Type – TWModelNamespace.........................................................................................770 Data Type – TWObject...........................................................................................................770 Data Type – TWParticipantGroup..........................................................................................771 Data Type – TWProcess.........................................................................................................772 Data Type – TWProcessApp...................................................................................................772 Data Type – TWProcessAppSnapshot....................................................................................773 Data Type – TWProcessInstance............................................................................................774 Data Type – TWProcessPerformanceMetric..........................................................................775 Data Type – TWReport...........................................................................................................776 Data Type – TWRole..............................................................................................................776 Data Type – TWSearchColumn..............................................................................................777 Data Type – TWSearchColumnMetaData..............................................................................779 Data Type – TWSearchCondition...........................................................................................779 Data Type – TWSearchOptions..............................................................................................780 Data Type – TWSearchResults...............................................................................................780 Data Type – TWSearchResultRow.........................................................................................780 Data Type – TWService..........................................................................................................780 Data Type – TWServiceTypes................................................................................................781 Data Type – TWStep...............................................................................................................781 Data Type – TWTask..............................................................................................................782 Data Type – TWTeam.............................................................................................................783 Data Type – TWTimePeriod...................................................................................................784 Data Type – TWTimeSchedule...............................................................................................785 Data Type – TWTimerInstance...............................................................................................786 Data Type – TWUser..............................................................................................................787 Data Type – XMLDocument..................................................................................................787 Data Type – XMLElement......................................................................................................788 Data Type – XMLNodeList....................................................................................................789 JavaScript Libraries.....................................................................................................................789 JavaScript package - tw.system.*...........................................................................................789 Method: executeServiceByName(name, inputValues)......................................................791 Method: tw.system.retrieveTaskList()...............................................................................791 JavaScript Package - tw.system.step.*....................................................................................792 JavaScript Package - tw.system.org.*.....................................................................................792 JavaScript Package - tw.system.model.*................................................................................793 Getting a list of Process Apps............................................................................................793 JavaScript Package - tw.object.*.............................................................................................794 JavaScript Package - tw.system.model...................................................................................794 Creating Business Object instances in JavaScript.......................................................................797 Variables in a service...................................................................................................................797 The Dojo Toolkit for JavaScript..................................................................................................797 Searching for processes and tasks from JavaScript.....................................................................798 Calling Java through LiveScript..................................................................................................801 Page 14
- 15. Working with XML in JavaScript...............................................................................................801 Working with document attachments in JavaScript....................................................................802 Working with JSON in IBPM......................................................................................................803 JavaScript Fragments...................................................................................................................804 Starting a new process.............................................................................................................805 Getting the current process instance.......................................................................................805 Getting the current userid........................................................................................................805 Starting an external application...............................................................................................805 Returning the owner of a task.................................................................................................805 Extracting a managed file.......................................................................................................806 Generating a Random Number or string.................................................................................806 Key Performance Indicators (KPIs).................................................................................................807 Custom KPIs................................................................................................................................807 Associating KPIs with BPD activities.........................................................................................809 Service Level Agreements (SLAs)...................................................................................................809 Creating SLAs..............................................................................................................................810 Dash-boarding..................................................................................................................................813 Architecture.................................................................................................................................813 Tracking data...............................................................................................................................813 Tracking Groups Overview.....................................................................................................817 Database Structure for a Tracking Group...............................................................................819 Database Structure for TRACKINGGROUPS view..............................................................820 Database Structure for TRACKINGPOINTS view................................................................820 Database Structure for TASKS view......................................................................................820 Database Structure for PROCESSFLOWS view....................................................................821 Miscellaneous Tracking Data Notes............................................................................................822 Removing tracking data tables................................................................................................822 Minimizing Tracking Group entries.......................................................................................823 Timing Intervals...........................................................................................................................823 Performance Data Warehouse (PDW) SQL Snippets.............................................................826 How many have started but not finished (in progress).......................................................826 Number of items of different types/day.............................................................................827 Getting the last state of a process.......................................................................................828 Breakdown of how many in which step.............................................................................828 Last Auto-tracked row........................................................................................................829 Calculating duration from two timestamps........................................................................829 Counts of processes started vs completed over an interval................................................829 General DB/SQL useful functions for reports........................................................................830 Date formatting...................................................................................................................830 Mapping BPM date types to DB TIMESTAMP types.......................................................830 Number of items in the current week.................................................................................830 Counting when a column equals a value............................................................................830 Selecting records within a date range.................................................................................830 Reporting with Microsoft Excel..............................................................................................830 Developing Custom Dash-boards................................................................................................831 A Sample Dashboard..............................................................................................................831 Generating sample data................................................................................................................835 Simulation and Optimization............................................................................................................836 Defining simulation values..........................................................................................................836 Fixed distribution type............................................................................................................837 Page 15
- 16. Uniform distribution type........................................................................................................837 Normal distribution type.........................................................................................................838 Gateways and simulation........................................................................................................838 Arrival rate of simulation items...................................................................................................839 Simulating the cost of execution..................................................................................................839 Available staff members for tasks...............................................................................................840 Simulation Analysis Scenarios....................................................................................................841 Simulation Profiles......................................................................................................................842 Running Simulations....................................................................................................................843 Optimizing a Process...................................................................................................................846 Simulation Tutorials....................................................................................................................849 Experiment 1 – A basic start...................................................................................................849 Experiment 2...........................................................................................................................852 Experiment 3...........................................................................................................................853 Experiment 4 – Path analysis..................................................................................................855 System Data Toolkit.........................................................................................................................857 IBM Supplied Business Process Definitions...............................................................................857 Send SLA Violation Email.....................................................................................................857 IBM Supplied General System Services......................................................................................857 Default BPD Event..................................................................................................................857 Default System Service...........................................................................................................857 Extract XML Validation Results.............................................................................................857 IBM Supplied Historical Analysis Scenarios..............................................................................857 IBM Supplied Human Services...................................................................................................857 Default Human Service...........................................................................................................857 lsw Conditional Activity Selection Coach..............................................................................858 Fire Default BPD Event..........................................................................................................859 IBM Supplied Integration Services..............................................................................................859 Read Text File.........................................................................................................................860 Send E-mail via SMTP...........................................................................................................860 SLA Send Alert Email............................................................................................................860 SQL*.......................................................................................................................................860 Update ALL SLA Statuses......................................................................................................860 Update SLA Status..................................................................................................................860 Write Text File........................................................................................................................860 IBM Supplied KPIs......................................................................................................................861 IBM Supplied Layouts.................................................................................................................861 IBM Supplied Participant Groups................................................................................................861 IBM Supplied Server Files..........................................................................................................861 Integration.jar..........................................................................................................................861 IBM Supplied Tracking Groups..................................................................................................861 IBM Supplied Undercover Agents..............................................................................................861 IBM Supplied User Attribute Definitions....................................................................................861 IBM Supplied Variable Types.....................................................................................................861 Cookbook Scenarios.........................................................................................................................862 Scenario - Asynchronously starting one process from another...................................................862 Scenario – Making a process extensible by others......................................................................863 Scenario – Starting a process from an external browser..............................................................863 Blueworks Live................................................................................................................................866 Creating a Space..........................................................................................................................867 Page 16