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BOOK GETTING STARTED WITH ORACLE BPM SUITE 11GR1
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SUMMARY
Items Found:
315
Chapter 1: Business Process Management 7
BPM—context and historical perspective 8
Evolution of BPM tools and standards 10
Business Process Management Suite (BPMS) 10
SOA and BPM 12
Notational standards in BPM – BPEL and BPMN 13
The promise of BPM – key benefits 14
Chapter 2: Getting Started with BPM 17
Areas of focus for successful BPM adoption 18
Starting with the right business process 20
Creating a process-based application 21
Roles in BPM projects 23
Chapter 3: Product Architecture 27
Guiding principles 27
Design environment 28
User-centric design tools 28
Composite BPM project 28
Runtime architecture 30
Unified SCA server 30
Workflow architecture 31
Process analytics 32
Deployment topology 33
Security 35
User authentication and authorization 35
Policy-driven security 36
Management 37
End-to-end monitoring 37
Policy-driven exception handling 39
Deployment 40
Test–to–production 40
Chapter 4: Functional Overview 43
Business-friendly modeling 43
BPM Studio 43
BPMN 2.0 44
Business Rules 45
User interface (task forms) 46
SCA Composite 49
Process Composer 50
Modeling Space 50
Process analysis 51
Productive work management 53
Process Spaces (Social BPM) 53
Process Workspace 53
Process instance space 54
Work organization and management 55
Views 56
Personal and group rules 56
Dashboard-driven filtering 57
Built for change 58
Chapter 5: The Tutorial Project: Sales Quote Processing 63
Structure of the tutorial 63
Sales Quote tutorial scenario 67
Tutorial files 69
Chapter 6: Product Installation 71
Checking your installation 71
What you will need and where to get it 71
What to install 71
Memory and disk space requirements 72
Downloading files 72
Checking your browser 74
Checking your JDK 74
Installation 75
Installing the database 75
Installing WebLogic server 77
Installing database schema using RCU 79
Configuring schema 80
Installing BPM 84
Installing SOA PS1 85
Installing SOA PS2 with BPM 11gR1 87
Creating domain 88
Installing JDeveloper 95
Installing and starting JDeveloper 95
Updating JDeveloper with latest SOA 100
Updating JDeveloper with latest BPM 102
Additional actions 103
Setting memory limits 103
Starting and stopping 104
Starting servers 104
Console URLS 106
Stopping servers 106
WebLogic server console settings 106
EM settings for development 107
Configuration 109
Seed demo users 109
Installing WebCenter 110
Preparing for installing UCM 110
Installing Web Tier 111
Installing WebCenter RCU,Server,and UCM 121
RCU 121
Installing WebCenter server 123
Configuring WebCenter 130
Configuring UCM 135
Configuring security for UCM 136
Setting up password for embedded LDAP 136
Configuring LDAP provider in UCM 137
Configuring discussions security 139
Configuring connections 142
Testing WebCenter installation 144
Installing Process Spaces 144
Verifying and configuring Process Spaces 145
Testing your installation 147
Uninstalling 148
Chapter 7: Process Modeling using BPMN 2.0 153
BPMN 2.0 concepts 153
A quick introduction to BPMN 155
Sales Quote Process Flow 160
Creating a BPM Application 162
Tutorial: Creating SalesQuote project and modeling
RequestQuote process 163
Chapter 8: Process Organization Model 179
Concepts 180
Role 180
Organization unit 181
Calendar and holiday rules 181
Organizational Artifacts Mapping,Application Roles,
and Approval Groups 184
Application roles 184
Approval groups 184
Tutorial: Defining organizational model for SalesQuote 185
Adding a role 185
Adding members to the role 186
Adding an organization unit 187
Creating holiday rules 189
Creating calendar rules 190
Creating and mapping organization artifacts inside BPM Workspace 191
Chapter 9: Simulation and Analysis of the Business Process 195
Simulation concepts 196
Simulation steps 196
Tutorial: Simulating SalesQuote 197
Creating the Process Simulation Model 197
Creating the project simulation definition 203
Running the simulation 205
Analyzing the simulation results 206
Improving the process 211
Creating the to-be Sales Quote process 212
Modifying the Simulation Model for Sales Quote process 213
Modifying the Project Simulation Definition 213
Re-running the simulation 214
Chapter 10: Implementation of the Business Process 217
Concepts 218
BPM Projects and BPM Project Templates 218
Business Object 220
Data Objects 220
Tutorial: Making SalesQuote executable and testing it 220
Creation of Business Objects for Sales Quote process 220
Creating Data Objects for Sales Quote process 224
Implementing Interactive Tasks 227
Defining the Task service 227
Generating a form for the Human Task implementation 231
Task data mapping 234
Mapping swim lane roles to LDAP roles 235
Configuration of the Service Task 237
Bind File Adapter service to Save Quote step 242
Passing data to service 243
Data association configuration for conditional flows 244
Configuration of Script Tasks 248
Deploying the process 252
Chapter 11: Using Process Composer 257
Signing on to Process Composer 259
Tutorial: Making changes to SalesQuote from Process Composer 261
Setting up an MDS connection 262
Creating and publishing BPM project template in BPM Studio to MDS 265
Creating a BPM project from a template inside Process Composer 268
Process Composer Administration 273
Role mapping 273
Managing projects 274
Chapter 12: Using Process Spaces and Workspace Application 277
End user roles and concepts 277
Workspace application 278
Process Spaces 283
Organizing,finding,and performing work 287
Organizing the work 287
Finding the work 292
Performing work 294
Managing vacations,and delegating and re-assigning work 295
Managing vacations 296
Delegating and re-assigning work 297
Managing and tracking processes 300
Chapter 13: Process Analytics and Business
Activity Monitoring 305
Concepts and architecture 305
Default process analytics and dashboards 306
Business indicators and measurement marks 308
Custom dashboards 309
Tutorial: Using standard and custom dashboards for
the Request Quote process 310
Adding process analytics specifications to a BPMN process 310
Adding business indicators 310
Assigning data to business indicators 313
Adding a measurement mark 316
Adding a counter 317
Running instances to create sample data 317
Creating dashboards 318
Integration with Oracle Business Activity Monitoring 321
Tutorial: Using BAM reports for Request Quote process 322
Setting up for monitoring with Oracle BAM 322
Configuring the BAM adapter 323
Configuring the BPMN engine for BAM integration 327
Importing BAM monitor express 330
Configuring the BPM project for BAM monitoring 331
Creating a process-specific BAM data object 332
Creating BAM dashboards 336
Viewing BAM dashboards 341
Creating an alert for a High Discount Sales Quote 343
Chapter 14: Using Business Rules 351
Introducing Oracle Business Rules 351
Using business rules from BPM 353
Business rules concepts 354
Using IF-THEN rules 355
Using decision tables 356
Using aggregates 357
Tutorial: Adding determine approvals to the Request Quote process 357
Creating and using new business rules 358
Defining rules 361
Defining bucketsets to use in the decision table 362
Creating a new decision table 364
Specifying actions for the decision table 365
Using conflict detection 366
Changing branch test for Business Practices Review required 368
Chapter 15: Using Human Task Patterns and Other Concepts 371
Introducing Human Task 371
Using Human Tasks from BPM 372
Human Task participant patterns 373
Human Task completion outcome 374
Using Management Chain 374
Using parallel approvals 374
Using Approval Groups 375
Using Notifications 375
Using escalations and expirations 376
Tutorial: Using pattern-based,rule-driven approval routing in
the Request Quote process 377
Adding a data assignment 385
Deploying the application 386
Running 387
Creating the approval group 387
Hierarchy of users 388
Instantiating a new process 388
Other scenarios 391
Chapter 16: User Interface Development for Human Tasks 393
Introducing ADF 394
Key components in ADF 394
The ADF Controller 395
Task flow components 396
Unbounded task flow 396
Bounded task flow 397
ADF Business Components (ADFBC) 397
Tutorial: Building the ADF task forms 397
Task forms for entering a quote 398
Setup 398
Creating a new UI project 399
Creating ADF business components 400
Creating JDBC data source 404
Updating the application module configuration 406
Creating task flow form 407
Using a bounded task flow 407
Creating a form for entering the quote header data 410
Creating a form for adding products to the quote 416
Creating a form for requesting a discount 420
Creating a form for adding terms and conditions to the quote 424
Creating a submit form 427
Task form for reviewing the quote 429
Creating a task flow for the Business Practices Review task 429
Creating the UI for quote approval 433
Hints to help you with the challenge exercise 434
Deploying the UI 434
References 437
Chapter 17: Events and Exception Handling 439
Start and End Events 439
Start Events 439
None Start Event 440
Message Start Event 440
Signal Start Event 444
Timer Start Event 445
Multiple Start Events 446
End Events 446
None End Event 447
Message End Event 447
BPMN process as a service 449
Signal End Event 449
Error End Event 450
Terminate End Event 450
Multiple End Events 450
Intermediate Events 451
Throw and Catch Intermediate Events 451
Message Intermediate Event 452
Signal Intermediate Event 453
Timer Intermediate Event 453
Boundary Events 453
Timer Boundary Events 454
Error Boundary Events 458
Event Subprocess 464
Chapter 18: Customizing and Extending Process Spaces 467
Concepts 467
Tutorial: Customizing and extending Workspace 468
Customizing layout and components 469
Rearranging layout 469
Changing component attributes 470
Adding Components 472
Customizing services 476
Customizing roles and privileges 480
Saving as Template 483
Tutorial: Customizing WebCenter's look 484
Chapter 19: Administering the BPM Environment 487
BPM administration 487
Managing organization definitions 487
Managing roles 488
Organizational units 490
Challenge exercise 493
Task administration 494
Administering approval groups 494
Configuring tasks 495
Managing the BPM infrastructure 495
Managing your business processes 496
Monitoring your business processes 497
Chapter 20: Concluding Remarks 501