What’s new in IBM BPM 8.5.7 from CF2016.06 to CF2017.03 - InterConnect 2017

1. InterConnect
2017
HBP-1470 What’s New in
IBM Business Process
Manager
Paul Pacholski
Offering Manager
Digital Process Automation
IBM Toronto Laboratory
pacholsk@ca.ibm.com
Dennis Parrott
Offering Manager
Digital Process Automation
V1.0

2. 2 27/03/17
Please note
IBM’s statements regarding its plans, directions, and intent
are subject to change or withdrawal without notice at IBM’s
sole discretion.
Information regarding potential future products is intended to
outline our general product direction and it should not be
relied on in making a purchasing decision.
The information mentioned regarding potential future
products is not a commitment, promise, or legal obligation to
deliver
any material, code or functionality. Information about
potential future products may not be incorporated into any
contract.
The development, release, and timing of any future features
or functionality described for our products remains at our
sole discretion.
Performance is based on measurements and projections
using standard IBM benchmarks in a controlled environment.
The actual throughput or performance that any user will
experience will vary depending upon many factors, including
considerations such as the amount of multiprogramming in
the user’s job stream, the I/O configuration, the storage
configuration, and the workload processed. Therefore, no
assurance can be given that an individual user will achieve
results similar to those stated here.

3. … to deliver the end-to-end
customer journey
… built on an extensible
framework for innovation
and insight
… enabled by a platform for
rapid delivery and iteration,
led by the business
Digital Process Automation is…
IBM’s platform for rapidly creating business–led process apps
that deliver new levels of
customer experience and digital self service
Key attributes of the Digital Process Automation platform:
Customer
focus
Speed Scale

4. Digital Process Automation capabilities
Define customer journeys and business
operations to discover new opportunities
for innovation
Design, automate and govern
business operations to deliver a
scalable, consistent customer
experience
Analyze data and events
to augment knowledge work
and take the right action at the
right time
Actionable
Insights
Collaborative
Discovery
Business
Automation
Digital
Process
Automation

5. 5
Cumulative Fixes Policy
§ A CF collection of a large number of individual interim fixes pulse new features
§ CFs will be released at regular intervals approximately once per quarter
§ Only critical interim fixes will be released between cumulative fixes, and they will
always require the latest cumulative fix as a prerequisite.
– These interim fixes will be replaced by the next scheduled cumulative fix when it is
released.
§ Non-critical interim fixes will be released only in the next scheduled CF.
§ Key value
– Applying a cumulative fix is a much simpler task than manually installing a
group of interim fixes.
– The cumulative fix is installed as one fix similar to a fix pack, though, unlike fix
packs, the cumulative fix will not impact nor change the underlying platform.
– The profile and database update steps are mostly automated as part of the
installation and server startup. Any additional steps are combined into one set
of instructions.
http://www-01.ibm.com/support/docview.wss?uid=swg21964995

6. 6
Agenda
Web Tooling Enhancements
REST Integrations
Salient Process SPARK UI toolkit
BPM on Cloud
Dynamic Event Framework
Cloud Connect Services

7. 7
New Services Section in Web PD
§ New Services section
§ Includes four service types available in
eclipse PD
– Integration Service, General System
Service, Ajax Service, External
Implementation
§ Includes new REST service
§ Includes Java service
NEW
8.5.7 CF 2016.09

8. 8
Services in Web PD
New Service flow is equivalent to serval service types found in
NEW
Eclipse
PD
Eclipse
PD
Eclipse
PD
Eclipse
PD
8.5.7 CF 2016.09

9. 9
Service Conversion
Web Services do not need to be
converted. They can be edited in
both eclipse and Web PD
Service Conversion
available in Service
Conversion tab
Heritage Service Types available
for ONE WAY conversion
External Implementations
available for ONE WAY
conversion
8.5.7 CF 2016.09

10. 10
New Service Flow
§ New “Service Flow” constructs in Web
PD
– Replaces eclipse PD’s:
– Simplified palette
Integration Service
(eclipse PD)
8.5.7 CF 2016.09

11. 11
Service Flow Palette Enhancements
§ Added key missing activity types: Content Integration. Modify Task,
Send Message, Send Tracking Event
Content
Integration Task
Modify Task
Send a Message
to UCA
Send a Tracking
Event
8.5.7 CF 2016.12

12. 12
Conversion to Service Flow for Content Task and Modify Task
All “Service Flow” types
can be converted in
Service Flows
8.5.7 CF 2016.12

13. 13
Event Support in Web PD
Create an Undercover Agent
Create ECM Event
Subscription
8.5.7 CF 2016.12

14. 14
UCA Editors
§ Three types of
UCA editors
§ Key functions:
– Implementation
– Mapping
– Unit Testing
8.5.7 CF 2016.12

15. 15
Decision Service Conversion to Service Flow
All “Service Flow” types
from eclipse PD are
converted to Service
Flow in Web PD
Explicit Decision Service
in eclipse PD
All “Service Flow” types
can be converted in
Service Flows
§ Service Conversion
tab in Process App
Settings
§ Converts Decision
Services to Service
Flow
§ Migrates JRules,
BAL Rule Decision
Table
8.5.7 CF 2016.12

16. 16
Replacement for BAL and JRule Service
§ Retrieve HTDS Description File
from IBM Decision Server:
1. Web Service WSDL file
2. REST Open API (Swagger) file
§ Create External Service
– Use HTDS WSDL file to create new
External Service > Web Service
– Use HTDS Swagger to create
External Service > REST (New in
ODM on Cloud)
No automated conversion:
manual step required!
ODM on Cloud 2016.12
8.5.7 CF 2016.12

17. 17
New Outbound Web Service Implementation in Web PD
§ Two ways to create External Service with Web Service Web Service
binding
1. From Web Services Server
2. When creating a new External Service
§ SOAP Header Support
§ Integration Service conversion to Service Flows
– Includes Web Service conversion
External Service now
includes Web Service
biding
1
2
8.5.7 CF 2016.12

18. 18
1. Create External Service from Web Services Server
Launch External Service
Discovery Wizard
WS Server
1
8.5.7 CF 2016.12

19. 19
Four Artifacts are Created from WSDL
Complex Types1
Binding defined in
WS Server
2 WS Server contains:
endpoint, security, policy,
encryption
3
4 Operations:
input, output, fault
8.5.7 CF 2016.12

20. 20
Launching External Service Wizard2
1. Point to an exiting Web Service Server 2. Inline WSDL discovery
Create or reuse WS
Server
8.5.7 CF 2016.12

21. 21
Heritage Service with Web Services Conversion
§ Service Conversion tab in
Process App Settings
§ Conversion of Integration
Service to Service Flow will
attempt to convert Web
Service to External Service
with Web Services binding
§ Since inline Web Services,
UDDI and WSRR are not
supported in Web PD the
conversion will flag these
and create empty
implementation
8.5.7 CF 2016.12

22. 22
SOAP Header Support in Data Mapping Tab
§ SOAP Header Support
§ Appears on in Service Flow editor in the Data Mapping tab for
External Services with Web Services binding
8.5.7 CF 2016.12

23. 23
Heritage Human Service in Web Process Designer
§ Model Heritage Human
Services in the web
Process Designer.
§ Leverage the latest UI
capabilities with your
heritage human
services
– grid layout
– responsive coach
editors for multiple
form factors.
§ Migration from eclipse
PD not required
8.5.7 CF 2017.03

24. 24
Blueworks Live Subscription
§ Subscribe to Blueworks Live
processes through the web
Process Designer
§ For each Blueworks Live
process that you subscribe to
through the web-based
Process Designer, a process
is created.
§ Creates Web PD types
implementations: Processes
and Service Flows (not BPDs
and Integration Service)
8.5.7 CF 2017.03

25. 25
Never Lose Changes in Web Process Designer
§ Every change that you make is saved as you make it. When you close an editor or the
browser crashes, your changes are preserved!
§ Artifacts that you have changed are marked by icon that indicates an artifact is
changed..
§ When you are done making your changes, click Finish Editing Finish Editing icon so
that the artifacts become available to other users for editing.
8.5.7 CF 2017.03

26. 26
Agenda
Web Tooling Enhancements
REST Integrations
Salient Process SPARK UI toolkit
BPM on Cloud
Dynamic Event Framework
Cloud Connect Services

27. 27
New Outbound REST Invocation Feature
Create External Service and REST Server with REST binding from Swagger:
1. Fully Automated operations
– No programming to invoke service
– BOs discovered automatically
2. Operations that require JS Programming
– Java Script activity required to invoke the REST service
– BOs are not discovered (need to use String with direct JSON encoding, or create BO that matches the JSON structure
and naming)
8.5.7 CF 2016.09

28. 28
Artifacts Created by Introspecting the REST SWAGER
Operation were discovered and
added to the bindings
Input and Output BO were
discovered and created
Discovered BOs are
READ ONLY
1
2
Binding includes only
REST Server used
for this Service
8.5.7 CF 2016.09

29. 29
New REST Server
An instance of REST Server can
be created by REST Service
Discovery Wizard
Must supply server
connectivity information
Must supply server
authentication information
Change request/response
timeouts
8.5.7 CF 2016.09

30. 30
Invoking REST Service Using Service Task
Select Service
Task
Select discovered
REST Service
Select discovered
operation
Map data using
discovered
BOs
8.5.7 CF 2016.09

31. 31
Enhanced Swagger Discovery
§ Prior to this CF operations without operationId property could not be discovered, as
a result such operation had to be invoked manually via Java Script
§ The operationId property is now optional
– If it is not defined the runtime identifies the operation by the path and the http
method popery
8.5.7 CF 2016.12

32. 32
Enhanced REST Supports File Types
§ REST services that require file types are now supported, for example:
§ In this CF we added support in REST runtime for passing and receiving
– To use a REST service that specifies file types
– Requires use of JavaScript to invoke the service and the content-type must be multipart/
form-data
§ Step by step instructions for
– https://www.ibm.com/developerworks/community/blogs/44906fab-d10e-49a2-
a83a-3a19e421cbf5/entry/
Calling_a_Watson_REST_service_on_Bluemix_that_expects_a_file_as_input_parameter?
lang=en
Visual Recognition Service requires an input image Speech to Text Service requires an input audio file
8.5.7 CF 2016.12

33. 33
REST Support for Files - How does it work?
§ We leveraged the ECM Document framework in BPM!
§ To send a document
– Create an ECM Document
– Include ECMDocumentInfo Business Object to REST request parameter stature
§ To receive a document
– IBM BPM creates an ECM Document in the IBM Document Store
– The binary data is available in the ECM Document structure
8.5.7 CF 2016.12

34. 34
Passing a Document to REST Service
2: Specify content-type must be multipart/form-data
8: Depending on the Service, specify in request parameters file
format i.e. audio/wav
10: Specify the input parameter of type ECMDocumentInfo
8.5.7 CF 2016.12

35. 35
Receiving a Document form a REST Service
3: Specify that returned document will be a media type
(i.e. audio/wav)
12: Move the received media contents to a variable of
ECMDocumentInfo type
8.5.7 CF 2016.12

36. 36
New Process BPM REST API
§ New REST APIs that replace and extend
heritage BPD REST APIs
§ Simplified API that adopt best practices for
API design, conform to Swagger and align
with IBM API Connect
§ Simplify key common Process and User Task
interfaces
§ Built-in prevention of cross site forgery
attacks
– Require that the HTTP header
BPMCSRFToken is set with every request
– The client application must obtain the
necessary token by calling the POST /bpm/
system/login REST API. The token is
returned as a string in the csrf_token
property of the response object.
8.5.7 CF 2016.12

37. 37
New Process REST API are Simpler to Use!
§ Get process apps
– GET /rest/bpm/wle/v1/processApps
§ Iterate over these looking for name=“Process
App”
– Copy its POId
§ Get “assets” (BPDs, etc.), passing UUID of
appropriate process app
– GET /rest/bpm/wle/v1/assets?
processAppId=<uuid>
§ Iterate over these looking for type=“BPD”,
name=“Process Name”
– Copy its POId
§ Start the process
– POST /rest/bpm/wle/v1/process?
action=start&bpdId=<uuid>&processAppId=<uuid
>
§ Start the process
– POST /processes
Using Heritage API Using New Process API
Launch a Process Instance Example
8.5.7 CF 2016.12

38. 38
Agenda
Web Tooling Enhancements
REST Integrations
Salient Process SPARK UI toolkit
BPM on Cloud
Dynamic Event Framework
Cloud Connect Services

39. 39
Salient Process SPARK UI Toolkits
§ On June 7, 2016 IBM has entered a reseller agreement with Salient
Process for their SPARK Toolkits and has acquired rights to the
technology with a view to roll these into the IBM BPM product in a
future BPM release: http://ibm.biz/BPMSparkToolkitsAnnouncement
– The Salient Process SPARK toolkits will be available with IBM BPM 2H
2017
– Rolling out incremental updates each quarter throughout 2016/2017
§ IBM will resell support the SPARK User Interface (UI) Toolkit until
the toolkit is fully integrated and shipped with the IBM BPM product.
8.5.7 CF 2016.09

40. 40
UI Toolkit - 90+ Responsive Coach Views
§ Ultra-lightweight & library
independent (HTML5/CSS3)
§ Does not use Dojo, AJAX,
RWD, jQuery, or AngularJS
§ Can accelerate developer
productivity up to 4 times
compared with BPM native
controls
§ Fully responsive controls for
multiple form factors
§ Mobile specific capabilities,
including maps and QR code
§ Charting controls with drill
down
§ Mobile ready document
controls with drag & drop &
camera support
Programming model overview:
http://salientprocess.com/wp-content/uploads/2016/08/Chapter-4-Salient-Process-Toolkits-Unabridged.pdf
Detailed documentation, samples & videos:
https://support.salientprocess.com/spark-ui-controls/?
cm_mc_uid=29624665667114709379014&cm_mc_sid_50200000=1473788613
8.5.7 CF 2016.09

41. 41
SPARK - Key Technical Advantages
§ Coach Views have event-based
framework for validation, formula-
based computations, and cross-control
interaction
§ Optimizes UI performance by using
controls that support lazy loading and
server side pagination
§ The ability to refer to Coach Views at
run-time to manipulate them
§ No need to create variables in Human
service and bind them to Coach Views
if they re not needed for input or output
purposes but only for intermediate
computations
§ Ability to create run-time formulas to
express computation relationship
between Coach Views
8.5.7 CF 2016.09

42. 42
SPARK UI Toolkit Enhancements – Base BPM
§ Coach Views within the Salient Process SPARK UI toolkit
now conform to the IBM Design Language
§ IBM BPM Theme was updated to include SPARK specific
Less variables
– When applying the SPARK Coach Views will look
and feel like the IBM Responsive Coach Views
– To preserver the traditional SPARK look and feel apply the
8.5.7 CF 2016.12

43. 43
SPARK Coach Views Use BPM Theme
8.5.7 CF 2016.12

44. 44
Enable SPARK Events in Web Process Designer
§ SPARK event
framework offers a
consistent approach
for validation, formula-
based computation,
and interaction for
coach views.
§ Latest version of the
SAPRK UI toolkit will
be able to use the new
Event tab to specify
event actions.
8.5.7 CF 2017.03

45. 45
Agenda
Web Tooling Enhancements
REST Integrations
Salient Process SPARK UI toolkit
BPM on Cloud
Dynamic Event Framework
Cloud Connect Services

46. 46
IBM BPMoC – BPM Advanced Self Service
§ Prior to this release, client developers had to contact IBM operations team to
deploy BPM Adv. applications.
§ Developers are now able to deploy BPM Advanced EARs with a self-service
user interface within BPMoC without talking to an IBM Operational person
§ Must have Operator privilege
To have access to
Operating Environment
Management, user must
have Operator privilege
NE
W
8.5.7 CF 2016.09

47. 47
IBM BPMoC – BPM Health Management Self Service
§ On premise BPM Administrators use a variety of wsadmin commands to
manage the heath of BPM Servers
– i.e. delete completed instances or prune PDW database
§ Prior to CF 09.2016 BPMoC Administrators were required to open service
requests to perform this maintenance tasks
§ In CF 09.2016 basic admin commands are now available
Five wsadmin commands are
exposed in Process Admin
Console
Three of them also exposed as
REST API
8.5.7 CF 2016.09

48. 48
IBM BPMoC – BPM Health Management Self Service
8.5.7 CF 2016.09

49. 49
BPM on Cloud is FedRAMP Compliant
§ FedRAMP certification is required to sell BPM on Cloud to US
Federal Government
§ IBM BPM on Cloud for US Federal
– A specialized offering of IBM BPM on Cloud that is designed for
US Federal agencies that have Federal Risk and Authorization
Management Program (FedRAMP) and Federal Information
Security Management Act (FISMA) Moderate requirements.
– Hosted from IBM SoftLayer Federal data centers, which are
designed to meet FedRAMP and FISMA Moderate requirements.
8.5.7 CF 2016.12

50. 50
New BPM Operations REST API
§ Added new REST API to service BPM
environment
§ Operations REST API are the only way to
create such automation scripts for BPM on
Cloud
§ Built-in prevention of cross site forgery attacks
– Require that the HTTP header BPMCSRFToken
is set with every request
– The client application must obtain the necessary
token by calling the POST /bpm/system/login
REST API. The token is returned as a string in
the csrf_token property of the response object.
§ New API for:
– Health Management,
– Container (delete snapshot!)
– Version,
– Performance Data Warehouse
8.5.7 CF 2016.12

51. 51
BPM on Cloud – Self Service
§ Added Delete Snapshots to Process Admin > Heath Management
§ Aimed mainly at BPMoC customers who do not have access to
BPMSnapshotClenup command
8.5.7 CF 2016.12

52. 52
New BPM on Cloud Express
§ A new low-cost entry point for BPM on Cloud
§ Buyer profile and requirements:
– Looking to get started with first BPM project
– Cost is a factor in selecting a solution (e.g. limited budget)
– Prefers cloud based solutions
– BPM Standard capabilities
– Small project with less than 25 users
– Non-mission critical processes with lower SLA
– No requirements for additional environments
– Seamless ability to grow up into BPM on Cloud instance
§ Constraints
– Only one BPMoC Express instance per customer
– Does not have a BPMoC subscription
– Only available in existing BPMoC data centers
– Can add Authors up to limit of users
– Has IT skills or has a BPM knowledgeable partner to help
with implementation
10 – 24 Authorized Users Additional Authors
Targeting starting price of
$35,000 USD per year
Development
Environment
Run
Environment
User
Portal
Process
ServerProcess Center
Single Server Single Server
• Single Process Center + Process Server (no HA)
• Single DB2 database server (no HADR)
8.5.7 CF 2016.12
8.5.7 CF 2017.03
Easily convert from BPM on Cloud Express to
the full version of BPM on Cloud within the
same instance when you need to grow
beyond Express.

53. 53
BPM on Cloud Express User Portal
No IID download
Only one production
Process Server
No BPM Adv. portals
(i.e. no BPC Explorer)
8.5.7 CF 2016.12

54. 54
IBM Client Success Portal
§ To manage operational and
technical support issues with
BPM on Cloud use the IBM
Client Success Portal
– Open Ticket
– View Support
– Download files
– Search Knowledge Base
8.5.7 CF 2017.03

55. 55
New Self Service Capabilities
§ New self service capability in Operating Environment Management system
admins option to restart your server
§ Prior to this update this action required involvement of the BPM on Cloud
operations team.
8.5.7 CF 2017.03

56. 56
Agenda
Web Tooling Enhancements
REST Integrations
Salient Process SPARK UI toolkit
BPM on Cloud
Dynamic Event Framework
Cloud Connect Services

57. 57
Capturing IBM BPM Events for External Consumption
§ BPM emits events that are typically monitored by Business Monitor
§ If you are not using Business Monitor but still need to collect events using your
own external monitoring application you can now configure the Dynamic Event
Framework (DEF) and in your external application subscribe to events sent by
BPM
§ Using a DEF (synchronous) to JMS event listener, you can receive DEF events
that are emitted from BPMN and BPEL applications.
§ See new documentation about configuring DEF with for external applications:
https://www.ibm.com/support/knowledgecenter/SSFPJS_8.5.7/com.ibm.wbpm.admin.doc/topics/
capturingevents.html
8.5.7 CF 2016.09

58. 58
BPM is now enabled to stream process events to Elasticsearch to enable self service reporting using Kibana
§ BPM was enhanced to make event streaming via DEF faster
§ DEF Connector for converting and streaming BPM events
§ Kibana configuration documentation
§ Sample code of Kibana based BPM Operational Dashboards
§ Sample code published soon in https://developer.ibm.com/bpm/
Enable Creation of BPM Dashboards with Kibana
8.5.7 CF 2017.03
BPM
Dynamic
Event
Framework

59. 59
Agenda
Web Tooling Enhancements
REST Integrations
Salient Process SPARK UI toolkit
BPM on Cloud
Dynamic Event Framework
Cloud Connect Services

60. 60
Hybrid Connect Bluemix Service enhances the way IBM middleware products can be registered and tracked. It
helps track product instances and report usage metrics, while opening up possibilities to other hybrid cloud
services. Provides the opportunity to extend and achieve the benefits of cloud environments:
§ Powerful Analysis: Quickly determine which components in your environment are anomalous and require
investigation.
§ Agile & Insightful: Provides all the information needed to quickly isolate a problem and identify the root cause.
Also, includes powerful search capabilities to enable you to quickly find your data.
§ Secure cloud storage: Upload logs and metrics from your existing IBM BPM deployment running on-premise.
§ Visual Insights: Quickly see what is happening in your applications and what you need to investigate first.
Perform BPM Log Analysis in the Cloud
§ Perform log analysis in the cloud using the new Bluemix-based
Hybrid Connect Logging service
8.5.7 CF 2016.12
Experimental

61. 61
IBM BPM and IBM Product Insights
§ Cloud Product Insights enables customers to
register IBM products (on-premise or on-cloud),
so that platform data is captured during
registration and usage data is captured during
run-time.
§ Platform data is useful for support when
diagnosing issues and for sales to understand
how many deployments we have for a specific
configuration.
§ BPM experimental driver is now available
for IBM Cloud Product
§ Usage data is useful to enable IBM to
charge customers according to their usage
and for customers to monitor their usage,
so that they can choose a price plan that
best matches their needs.
§ Usage metrics captured:
– Concurrent authors & users
– Authorized authors & users
– Process instances (active, completed, failed,
terminated, etc.)
– Tasks (started, completed, failed, etc.)
8.5.7 CF 2017.03
Experimental

62. 62
Call to Action
§ Attend related InterConnect sessions...
– 1460: The Salient Process SPARK UI Toolkit for IBM Business Process Manager (BPM)
– 2317: Smarter Processes through Best Practices with IBM Business Process Manager
– 2314: Accelerate Business Agility in BPM Process Transformation with IBM ODM Decision
Services
– 1473: Meet the experts on IBM Business Process Manager (BPM)
– 3394: Enable Innovative Cloud solutions with IBM BPM and APIs using Process Connect
– 5722: Optimize your Business Processes in the Cloud
– 1517: Intelligent Business Operations (Inner Circle)
– 6940: Connecting IBM Middle-ware to Cloud Services (Registration, Usage, Logging,
Cloud Advisor)
– 2642: Designing and Architecting CBO Solutions
§ Upgrade to BPM 8.5.7 CF 2017.03 - GA on 31 March 2017

63. 63 63 27/03/17
Notices and disclaimers
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64. 64 64 27/03/17
Notices and disclaimers
continued
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Rhapsody®, Smarter Commerce®, SoDA, SPSS, Sterling Commerce®,
StoredIQ, Tealeaf®, Tivoli® Trusteer®, Unica®, urban{code}®, Watson,
WebSphere®, Worklight®, X-Force® and System z® Z/OS, are
trademarks of International Business Machines Corporation, registered
in many jurisdictions worldwide. Other product and service names
might be trademarks of IBM or other companies. A current list of IBM
trademarks is available on the Web at "Copyright and trademark
information" at: www.ibm.com/legal/copytrade.shtml.

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