Oracle Bpm 11g lession 1

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Oracle BPM 11g Developer Lesson -1

NameRakesh Gujjarlapudi

Email [email protected]
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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The City also utilizes a couple of web services for this process from other agencies and vendorsa

Zoning Information Service and a 3rd party Payment Processing Service.

The existing process can be described by the following characteristics:

Zoning Information Service

A service that determines how aproperty is zoned based on the

address - Commercial, Industrial,Residential, Open Acess or Historical

Payment Processing

Service

A service that processes credit cardor electronic bank payments for the

permit

The City is receiving an

average of 10 requests for

permit applications every

hour.

An applicant takes an

average of 5 minutes to

complete a permit

application.

The City employs 8 Zoning

Officers taking an average of

2 hours to complete a site

review per application.

The City employs 5 Planning


1 hour to review

construction plans per

application.

The City utilizes 10Construction Officials taking

an average of 30 minutes to

review the permit

construction codes of an

application.

The Zoning InformationService and the Payment

Processing Service are both

averaging 30 seconds to

process a transaction for

each application.

There is a 5% rejection rate

for permit applications.


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Oracle BPM Suite 11G will be used to accomplish the following:

Model the City s current permitting process.Process Modeling

Leverage simulation tools and optimization techniques tooptimize the process.Process Improvement

Deploy the implemented process including service integration andhuman workflow to the run-time environment.

Process Implementation

& Deployment

Execute the process, engaging the various process participantsusing a work list application.Process Interaction

Monitor the overall performance of the permitting process usingreal-time dashboards.Process Monitoring


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INTRODUCTION TO ORACLE BUSINESS PROCESS MANAGEMENT

The Oracle BPM Suite provides an integrated environment for developing, administering, and using business

applications centered on business processes. It enables us to create process models based on standards with

user-friendly applications. It enables collaboration between process developers and process analysts. Oracle

BPM supports BPMN 2.0 and BPEL across the process lifecycle starting from modeling and implementation to

run time and monitoring.

The Oracle BPM Suite provides a seamless integration of all stages of the application development life cyclefrom design-time and implementation to run-time and application management. The Oracle BPM Suite is

layered on the Oracle SOA Suite and shares many of the same product components, including:

Business Rules

Human Workflow

Oracle Adapter Framework for Integration

Spring Components

Oracle Web Service Manager

BUSINESS PROCESS MANAGEMENT ROLES &RESPONSIBILITIES

Different stages of the application development life cycle require interaction from different types of users.


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PROCESS ANALYST

Process analysts are responsible for creating the initial flow of a business process and documenting its steps.

This includes identifying and defining the KPIs and high level rules that define the routing artifacts of the

business process. This person may also perform simulations to calculate and estimate ROI. Process analysts

typically use Business Process Composer to create process models. They may also use process analyst role

within Oracle BPM Studio for modelling and simulation.

You will play the role of the Process Analysts during Lab 1 - Process Modelling and Lab 2 - Process Improvement.

PROCESS DEVELOPER

Process developers are responsible for implementing the process models created by process analysts. Each step

in the process requires an implementation. The process developer is responsible for integrating the business

process with back-end applications like databases and services. Process developers typically use Oracle BPM

Studio to model and implement the components of a business application.

We will be deploying a fully implemented process during Lab 3 - Process Deployment. The Day 2 format of this

workshop will focus on the role of the Process Developer.

PROCESS PARTICIPANTS

Process participants are the people who use the business applications created with the Oracle BPM Suite.

Process participants typically use Oracle BPM Workspace or Process Spaces in the Oracle WebCenter Suite.

In this workshop, we have process participants such as the permit applicant, the zoning and planning officers

and certain constriction officials who will be interacting with the permitting process. You will play the roles of

these participants during Lab 4 - Process Interaction.

PROCESS OWNER

Process owners are responsible for controlling and managing deployed business processes. They are responsible

for the overall supervision of the running business process. They often use metric analysis tools like dashboards

to understand the current state of the managed business processes. Process owners typically use Oracle BPM

Workspace. They also use Business Process Composer to change the behavior of a process by editing Oracle

Business Rules. They may also use the Oracle BAM console to view metrics dashboards.

You will play the role of the Process Owner during Lab 4 - Process Interaction and Lab 5- Process Monitoring.

PROCESS ADMINISTRATOR

Process administrators are responsible for administering the BPM infrastructure. Typical activities include the

installation and setup of BPM environments and the overall management of the BPM

Engines that are hosting business processes. The main tool used by business administrators is the Oracle

Enterprise Manager and automated tools like Ant. Business administrators also use Workspace to manage

organizational units, role assignments and perform other activities like creating workflow advanced routing

declarations.

This workshop does not cover the Process Administrator role but has several of the administrative tasks in

setting up the BPM environment documented in the Appendices.

In summary, the Oracle BPM Solution spans all these business process roles and responsibilities and ties these in

with Enterprise Architecture and Governance initiatives of an organization in a Complete Business Process

Management Lifecycle, as indicated below


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LESSON 1PROCESS MODELLING

The first stage of the Business Process Management life cycle is Process Modelling. During this stage a process

analyst creates process models based on real-world business processes and problems.

Business Process Modelling Notation (BPMN) is an industry standard notation for defining business processes.

The Oracle BPM Suite supports BPMN 2.0. The BPM Suite 11G provides BPMN design time modelling

capabilities using the Oracle BPM Studio and the Oracle Business Process Composer, which will run natively on

its BPMN 2.0 run-time engine. For this lab, we will utilize Oracle Business Process Composer for our initial

process modelling activities.

Oracle Business Process Composer

The Oracle Business Process Composer is a web-based application that enables business users to collaborate

with process developers and designers.

Provides a user friendly environment for composing processes and process templates.

Enables process analysts to create process blueprints, which are initial drafts of a process that can be

used by process developers as a starting point for implementation in Oracle BPM Studio.

Enables certain users to edit business rules at run time. This is important because policies tend to evolve

faster that business processes.

CREATING A BPM PROJECT WITH A BUSINESS PROCESS

To get started, lets use the Business Process Composer to create a new BPM project for the Permit Process.

1. Start Oracle Business Process Composer by clicking on the BPM Composer icon from the desktop.

2. This will bring up the Business Process Composer login screen in a web browser. Optionally, you can also

enter the URL directly from your browser:http://localhost/bpm/composer .

Login as the Process Analyst using the following:

User Name: Rakesh.Gujjarlapudi

Password: welcome1

Process

Modelling

Process

Improvement

Process

Implementation

Process

Iteraction

Process

Monitoring
http://localhost/bpm/composerhttp://localhost/bpm/composerhttp://localhost/bpm/composerhttp://localhost/bpm/composer


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4. Click the New Process option as shown below.

5. Name the process PermitProcess, and click Create button.

6. You should now see your new Permit Process. Click the Save button from the top, to save your project

and process. Double click PermitProcess to open the process.


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By default, it creates a process with a simple Message Start and Message End.

7. Now, we will add roles and activities to build the most expected path of the Permit Process project.

Lets add the first role. Hover your mouse to the side bar of the horizontal lane and you will find a pencil

icon on it. Click the icon to edit.

Select the Create option and name the new role Applicant.

8. To initiate the process, well use an Initiator task from the BPMN components onthe right.

Click the button under the BPMN component list on the right and find the Initiator from the

list of Interactive components.


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9. Drag the Initiator task to the arrow between the Start and End activities.

Click the text of the User Task activity and rename it to Apply for Permit.

Click button under the BPMN component list to collapse the list of components.

Drag a new Interactive Task from the BPM Components to the white space below the Applicant lane.

Click the text of the new User Task activity to rename it to Review Site Information.


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Right Click on the Unassigned Role and select Properties. Select the Create radio

button create a new role called Zoning Officer.

Drag the end of the arrow coming from Apply for Permit down to Review Site Information as shown:

Drag another User Task from the BPM Components to the white space below the Zoning

Officer lane and rename it to Review Plans

10.Right Click on the Unassigned Role and select Properties. Click the create radio button to create a new

role. Call the role Planning Officer.


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11.Drag a Default connector from the Review Site Information task and connect it to the new Review Plans

task as shown. To do this, just hover your mouse on the Review Site Information task and you will see

button. Just click that button and drag it to the Review Plans.

12.Drag another User Task from the BPM Components to the white space below the Planning Officer lane

and rename it to Review Construction Codes.

Click on the Unassigned Role and then click the icon and create a new role called Construction Officials

by choosing the create option.


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Connect the Review Plans and new Review Construction Codes task in the same way as you did earlier.

Because we are using an Initiator to initiate the process, lets change the Start and End type to None. To

do this, hover you mouse on the Start and click the pencil icon. Change the Trigger to None. Do

the same for the End.

Move the End event object from the top Applicant lane down to the bottom Construction Officials lane.


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Lastly, drag a Default connector from Review Construction Codes task and connect it to the End object.

13.The PermitProcess should now look like this

Save the work


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ADDING AUTOMATED ACTIVITIES

Add a couple automated activities to the process. These activities will be in the form of Service Tasks. We will

define Service Tasks for the following services:

1. Well use the Service Task from the BPMN components on the right. Click the button under

the BPMN component list on the right and find the Service Task from the list of Activity components.

Drag two Service Task components to the PermitProcess diagram as shown. One will be in between the

Apply for Permit and Review Site Information tasks and the other one will be between the Review

Construction Codes and the End object.

Tip: When you drag the service tasks to the diagram, drag it to the connectors you want to insert it into.

While dragging, mouse over the connectors and wait for them to pulse or get highlighted, and then

release it. This way, the service tasks will be inserted in between.

Zoning Information Service

A service that determines how aproperty is zoned based on the

address - Commercial, Industrial,Residential, Open Acess or Historical

Payment Processing

Service

A service that processes credit cardor electronic bank payments for the

permit


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Rename the first Service Task to Get Zoning Information.

Rename the second Service Task to Process Payment.

PermitProcess will now look like this:


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Save your work


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ADDING AN ALTERNATE PATH

Add an alternative path to whats expected. For the permit process, there is the possibility that the permit

application will not meet the correct zoning, planning and construction requirements. In this case, the

application has to be rejected and sent back to the applicant.

1. To determine the outcome of the reviews, add a conditional gateway right after the last review activity

before payment is processed. Drag a Gateway object from the BPMN Components to the arrowbetween the Review Construction Codes and the Process Payment tasks.

Rename the Exclusive Gateway to Review Outcome.

We are sending back rejected applications to the applicant.

To do this, do the following:

a. Hover your mouse on Review Outcome and then use the icon to connect it to Apply for Permit.

b.

Drag the middle of the sequence flow arrow outbound to make the arrow cornered as shownbelow.


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Save your work.

The Permit Process should look like


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2. Close the project by selecting Close Project from the drop-down on the upper right section of the page.

Log out of Oracle Business Process Composer by clicking Sign Out from the top right corner and close

your web browser.

As simple as it is, this process is our starting point for modelling the Permit Process. This is the As- Is

model for the Permit Process. It represents the current way permits are processed which may not be as

optimized as we want it to there are still several areas for improvement.

Exercise:

List down areas for improvement that you see in this permit process.


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LESSON 2PROCESS IMPROVEMENT

The whole point of BPM is for continuous process improvement. The next stage focuses on the Process

Improvement aspect of Business Process Management. In this stage, we will identify potential bottlenecks in the

Permit Process using process simulations and then optimize the process by adjusting the model in Oracle BPM

Studio.

ORACLE BPM STUDIO

Oracle BPM Studio is a component of the Oracle BPM Suite that enables process developers to create process-

based applications. It also enables process analysts and developers to model and simulate business processes.

Oracle BPM Studio is part of the Oracle JDeveloper IDE and shares the JDeveloper user interface elements used

by the Oracle SOA Suite. The JDeveloper environment can be tailored based on the role selected by the user.

Oracle BPM Studio includes the Analyst Role which only includes process design elements that are useful to

business analysts. Process developers who need access to the complete functionality of the Oracle BPM and

SOA Suites should use the default role.

IMPRORING PROCESS MODEL INTO ORACLE BPM STUDIO

1. Start Oracle BPM Studio by clicking on the BPM Studio icon from the desktop.

When prompted to select a role, select Default Role and click OK. This will allow us to download the

Permit Process from the Oracle BPM Metadata Service (MDS) repository .

Process

Modelling

Process

Improvement

Process

Implementation

Process

Iteraction

Process

Monitoring


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Create a new BPM Application by clicking New Application and name itPermitApplication. Make sure that the Directory is pointed to

/home/oracle/jdeveloper/mywork/. Also make sure that the BPM Application is selected in the

Application Template. Click Finish.

Note that there is a default project called Project1, which we are not going to use. We will download the

project from the MDS Repository. Right-click on Project1 and select Delete Project and choose the

option to Remove the project and delete all of its contents (including source directories) and confirm

the deletion.

Save all


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2. Click on the third tab from the left. This is the BPM MDS Navigator. From there, select the option to

Configure Connection as shown. (Note: If you do not see the BPM MDS Navigator, you can select this

from the top menuView > BPM MDS Navigator.)

Select BPM_MDS when prompted for an MDS Connection, and click OK.

Note: This connection has already been pre-configured to point to your BPM MDS Repository. Please

refer to Appendix A on how to configure the BPM MDS Repository connection.

3. In the BPM MDS Navigator, you will see your PermitProject as shown. Right-click

on it and select Check Out.

4. Note: If you notice that the PermitProject icon has a pad-lock on it like this:

. It means that it was not closed properly in Oracle BPM Composer.

You can force this to close by right-clicking PermitProject and selecting Unlock,

and then Check out


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5. When asked if you want to migrate the project, select Yes. Then click OK to finish.

6. Click on the second tab from the leftBPM Project Navigator, and from there,

expand the PermitProject > Process folder. Double click PermitProcess. You

should now see the Permit Process diagram in Oracle BPM Studio.

Tip: Change the View to 75% to see the full process (or your preference).

Note that you will see yellow warning icons on each activity. This is because theseactivities have not been implemented yet and you are logged in with the Default


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Role. If you want to view this without warnings, you can click on the Highlight

Level below the diagram, and slide the level to the middle to hide warnings and

only show errors.


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CREATING STIMULATION MODELBy running simulations, business analysts and developers can predict the behaviour of business processes under

specified conditions. They can run simulations to verify that the output meets the metric objectives and identify

any bottlenecks. They can also run simulations to test the effects of changes on an existing process design.

First, we need to define a Simulation Model. A Simulation Model enables you to define the behaviour for an

individual process model. Note that, for any given process model, you can have multiple simulation models, so

that you can mimic a variety of scenarios.

1. From the BPM Project Navigator, navigate from PermitProcess > Simulations and right- click on

Simulation model. Select New Simulation Model to define a simulation model.

Click OK to Create the Simulation Model with the default name.

You should see the Simulation Model that will allow you to configure the behavioural characteristics ofthe process including the duration of each activity, the resources and costs involved, queuing

information and the probabilities of each outgoing flow from occurring.


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2. Use the following characteristics for the Permit Process and capture the characteristics in the simulation

model

3. Click the Start node from the list of Flow Nodes on the left. Define the average of 10 requests per hour

for permit applications by setting the Start nodes distribution type to Exponential with an Average

Frequency of 10 Instances every 1 hour as follows:

The City is receiving an

average of 10 requests for

permit applications every

hour.

An applicant takes an

average of 5 minutes to

complete a permit

application.

The City employs 8 Zoning


2 hours to complete a site

review per application.

The City employs 5 Planning


1 hour to review

construction plans per

application.

The City utilizes 10

Construction Officials taking

an average of 30 minutes to

review the permit

construction codes of an

application.

The Zoning Information

Service and the Payment

Processing Service are both

averaging 30 seconds to

process a transaction for

each application.

There is a 5% rejection rate

for permit applications.


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Click the Apply for Permit node from the list of Flow Nodes on the left. The 5 minute average for an

application to complete a permit application can be specified by setting the Apply for Permit nodes

Mean duration to 5 minutes as follows:

Click the Review Site Information node from the list of Flow Nodes on the left. The 2 hour average to

complete a site review can be specified by setting the Review Site Information nodes Mean duration to

2 hours as follows:

From the Review Site Information node, click the Resources tab. The Citys 8 zoning Officers doing site

reviews can be can be specified by setting the Available Resources to 8.


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Click the Review Plans node from the list of Flow Nodes on the left. The 1 hour average to complete a

plan review can be specified by setting the Review Plans nodes Mean duration to 1 hour as follows:

From the Review Plans node, click the Resources tab. The Citys 5 Planning Officers doing site reviews

can be can be specified by setting the Available Resources to 5

Click the Review Construction Codes node from the list of Flow Nodes on the left. The 30 minute

average to complete a construction code review can be specified by setting the Review Construction

Codes nodes Mean duration to 30 minutes as follows:

From the Review Construction Codes node, click the Resources tab. The Citys 10 Construction Officials

doing construction code reviews can be can be specified by setting the Available Resources to 10


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Click the Get Zoning Information node from the list of Flow Nodes on the left. Verify the 30 second

durations for the Zoning Information Service. This is the default value so no change is needed.

Click the Process Payment node from the list of Flow Nodes on the left. Verify the 30 second durations

for the Payment Processing Service. This is the default value so no change is needed.

Lastly, Click the Review Outcome node from the list of Flow Nodes on the left. Define the 5% Rejection

Rate in the probabilities of the Review Outcome such that:

a) There is a 5% probability that it will go to Apply for Permit

b) There is 95% a probability that it goes to Process Payment.

You can define this by dragging the probability sliders in the Outgoing Flows as follows.

Note: Make sure you specify the percentage correctly for the Apply for Permit and Process

Payment flows, as sometimes the order these flows are shown below is different.

Save the Simulation Model.


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CREATING STIMULATION DEFINITION

Next, we need to create a Simulation Definition. A Simulation Definition enables you to define the processes and

resources that define a simulation scenario. In a simulation definition, you specify the processes that participate

in the simulation by selecting the simulation models associated to those processes. A process may have multiple

simulation models defined for it. If a process has multiple simulations models defined, then you must select one

of those models to use in the simulation definition.

1. From the BPM Project Navigator, navigate from PermitProcess > Simulations and right- click on

Simulation Definition. Select New Simulation.

Click OK to Create the Simulation Definition with the default name.

You should see the Simulation Definition that will allow you to set the start time, duration, models and

resources used in the simulation.

Set the Duration for 1 Day and check the box to Include in simulation for the PermitProcess

SimulationModel as shown.

Save the Simulation Definition.


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RUNNING THE SIMULATION

Now, with the simulation definition and model, lets run a simulation on the Permit Process.

1. Click on the Permit Process to view the process diagram and click the Simulation tab below.

Click the icon to start the simulation.

Observe the process diagram for bottlenecks.


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Note that there is an obvious bottleneck in the Zoning Officers queue as indicated by the waiting queue

being marked as Red. This means that the 8 Zoning Officers are not able to handle the incoming workload.Because the process is single threaded (all activities are sequential), all succeeding tasks are affected by this

bottleneck.

Stop the Simulation.


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IMPROVING THE PROCESS WITH PARALELL ACTIVITY

One quick approach to improve the process is to parallelize certain activities. Lets assume that there are no

dependencies between the work of the Zoning and Planning officers. In this case, we can make these activities

go in parallel.

2. From the Component Palette on the right, drag the Parallel Gateway to the process diagram.

Name the Parallel Gateway Parallel Reviews.

You should see the Parallel Gateway added to your process. (Note: The red error icons simply indicate

that the gateways are not connected to your process yet).

To visually show that Review Site Information and Review Plans will go in parallel, position the Review

Site Information and Review Plans to be vertically aligned and stretch the parallel gateway and in the

middle of the 2 activities as follows:


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3. Adjust the existing arrows in your process to connect to the parallel gateway to the Review Site

Information and Review Plans by doing the following

a. Drag the end of the connector going from Get Zoning Information to Review Site Information to

make it connect to the start of the Parallel Reviews gateway:

b. Drag the end of the Parallel Reviews connector to make it connect to Review Site Information:

c. Drag the end of the connector going from Review Site Information to Review Plans to make it

connect to the end of the Parallel Gateway:


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d. Drag the end of the connector going from Review Plans to Review ConstructionCodes to make it

connect to the end of the ParallelGateway:

e.

4. You should now have something like this:


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5. Right click on the Parallel Reviews gateway and select Add default sequence flow to connect it to the

Review Plans task.

6. Add an Exclusive Gateway after the Parallel Gateway and call this Preliminary Review Outcome. This will

loop back to the applicant in case there are rejections from the Zoning or Planning officers.

7. Create the loopback by right-clicking on the new gateway, selecting Add conditional sequence flow and

connecting it to the Apply for Permit task.


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8. Add default sequence flows to connect the ParallelGateway to the Preliminary Review Outcome

gateway and to the Review Construction Codes task as shown. (Note: Adjust the other objects as

needed)

9. Save the model

10.Run the simulation again. Notice that the bottleneck has now been divided between the 2 parallel

activities. There is still queuing going on in each activity.


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11.Stop the Simulation


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IMPROVING THE PROCESS WITH PARALELL ACTIVITY

Another approach to improve the process is to bypass the execution of long running tasks using decisions made

by a rules engine. For the Permit Process, we can add a Business Rule to evaluate permits based on zoning and

project size and allow certain types of permits based on this information to skip the preliminary reviews. The

business rule will basically determine that certain projects may not require reviews from the Plan Officer and

the Zoning Officer.

1. From the Component Palette on the right, drag a Business Rule to the process diagram, right after the

Get Zoning Information task. (Hint: Drag it to the arrow and release when the arrow shows with a color

blue. This will make automatically insert in between without having to define new sequence flows.)

Name the Business Rule Evaluate Permit.

Add an Exclusive Gateway after the business rule and call this Evaluation Outcome. This will determine

whether preliminary review can be bypassed.


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Lets assume that with this new rule, 75% of the applications will not require preliminary review. Go to

the Simulation Model and adjust the Evaluation Outcome with a 75% probability of going to the

outgoing flow to Review Construction Codes.

Also adjust the Preliminary Review Outcome to have a 5% Rejection Rate.


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Run the simulation again. Notice that the process is now executing very efficiently.


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VIEWING SIMULATION METRICS

1. While the simulation is still running, double click the simulation tab to maximize it.

2. Look at some simulation metrics. Click the Configure icon . Uncheck all the checkboxes under

Units and check the Average process time and Average Waiting

Time under Time. This will show us the time the process spends executing and waiting. Ideally, there

should be minimal waiting time.


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Click on the Drill Down icon to get a breakdown by activity.

Change the Column chart to a Bar chart and click on to increase the font size until the fonts on the

right are readable.

Notice the breakdown of activities. Most of the time is spent processing, not waiting. The only activity

thats spent waiting is when an applicant applies for a permit. This shows that the Permit Process is now

operating efficiently.


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Stop the Simulation by clicking the icon.

Click the Save All icon

Go to the Application Navigator tab and with the PermitProject selected, select Close from the

Application menu.

Through process simulation, we have identified potential bottlenecks in our As-Is process and have

continuously improved it in our new To-Be Process. Next, we will move on to the next phase of theBPM LifecycleProcess Implementation.


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OPENING THE COMPLETED APPLICATION

Open and deploy a BPM application that has already been completely implemented by the Process Developer.

1. Start Oracle BPM Studio. When prompted to select a role, select Default Role and click OK.

From the Application menu, select Open and navigate to /home/oracle/MyFiles/PermitApplication.

Complete and open the file PermitApplication.jws

.

You should see the completed PermitProject folder on the Application Navigator along with 3 generated

forms projectsPermitApplicationForm, PermitContsructionOfficialForm, and PermitReviewForm.

Click on the BPM Project Navigator and expand the PermitProject > Process folder.

Double click PermitProcess. You should now see the fully implemented Permit Process diagram in OracleBPM Studio.


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EXAMINING HUMAN TASKS

Examine the Human Tasks for each interactive activity. Interactive activities are the ones with the green boxes.

2. The Apply for Permit task is the task that initiates the PermitProcess. Double-click the Apply for Permit

task and click on the Implementation tab. This task is a User Task implemented using a Human Task

definition called PermitApplicationTask.

Click OK. To see the Human Task definition file, right-click the Apply for Permit task and select Open

Human Task.


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Since this is the first user task, this utilizes the Initiator Pattern to allow the Applicant to submit a Permit

Application. Notice the outcome of SUBMIT.

Click on Data and see how the task is using the PermitApplication as its input with the Editable setting

checked. This will allow the Permit Applicant to edit the Permit Application during submission or re-

submission.

Back in the BPM process diagram; examine the Review Site Information and Review Plans tasks by

double-clicking them. Both of these tasks use the Human Task definition called PermitReviewTask.


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View the Human Task definition by right-clicking on the task and select Open Human Task.

As shown in the Task Definition, the Permit Review task is defined using the default Simple pattern and

can return different outcomesin this case the defaults - APPROVE or REJECT. Users will be able to

choose one of these outcomes to complete the task. (Note that you can configure additional outcomes

if needed).

Click on Data and notice that this task is read-only, the Editable is unchecked. This makes the permit

application data read-only for the reviewers.

Close the PermitReviewTask.task file to go back to the BPM Process diagram.

Examine the last task, Review Construction Codes, by double-clicking it. The task is using the Human

Task definition called ConstructionCodeReviewTask.


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View the Human Task definition by right-clicking on the task and select Open Human Task.

As shown in the Task Definition, this task implements a complex pattern because the permit will have to

dynamically assigned to the appropriate official depending on the type of permit. Route to 2 officials

the Plumbing Official for plumbing related permits and the Electrical Official for electrical related

permits.

Click the Assignments tab from the right to see the complex workflow pattern.


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EXAMINING SERVICE TASKS

Examine the Service Tasks of the automated activities. Automated activities are the ones with the blue boxes.

1.

Lets take a look at the first automated activity, Get Zoning Information. Web Service.From the BPM Process, double-click the first automated activity, Get Zoning Information and click the

Implementation tab. Click the icon and how this is implemented by a Service Call using a SOAP Web

Service called ZoningInformationService.

2. Click the Data Associations link to review the data associations.

In the Data Association, view the Input and Output tabs to see the input and output mappings.

The block, lot and siteAddress come from the Permit Application and the ZoningInformaationService

returns the Zone.


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3. Examine the last automated activity, Process Payment. Typically, the process payment activity will be

handled by another process that will orchestrate the calls to an external credit card validation service

and potentially internal billing and order management systems.

4. For simplicity invoke a database operation to store the payment information in a database table.

This service task utilizes the Database Adapter to insert the Payment Information to the Payment

database table. From the BPM Process, double-click the last automated activity, Process Payment and

click the Implementation tab. Notice how it uses the insert operation of the PaymentProcessingService.

It also transforms the data from the permit application to the payment database table. Click the Data

Associations link to open the transformation.


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EXAMINING THE BUISNESS RULES

Examine the Business Rule for determining whether permit applications require preliminary reviews or not. The

business rule is the one with the yellow box.

1. From the BPM Process, double-click Evaluate Permit business rule and click the Implementation tab. See

that this task is using the PermitApplicationRules business rule.

Click the Data Associations link. Notice how PermitApplication is assigned as the input and output. Therule takes in the PermitApplicationInput, evaluates it and returns the same object with the

applicationEvaluationResults field populated with either: REVIEWS_REQUIRED or

NO_REVIEW_REQUIRED.


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In the Output tab, notice how we are setting the applicationStatus as Submitted and the

referenceNumber using a system function called getCompositeInstanceID.

In the Output tab, we are also initializing the values of 3 Business Indicators: Cost, TypeOfWork and

Zone with data coming from the Permit Application and Zoning Service. These business indicators will be

used for monitoring the process in business dashboards.


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Click OK and go to the Counter tab. A counter mark is used in this activity to count the number of permit

applications that has been evaluated.

Click OK to go back to the BPM Process.

2. From the BPM Process, right click the Evaluate Permit business rule activity and select Open Business

Rule.


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This will bring you to the Rules Editor with a Decision Table with the following rule logic: Small projects

will return NO_REVIEWS_REQUIRED, Medium and Large projects will return REVIEWS_REQUIRED.

To see how Small, Medium and Large are defined, lets review the Local List of Ranges, also called a

Bucket Set. This bucket set will be used to classify the permit applications based on the estimated cost

of the permit application.

Click on PermitApplication.summary.estimatedCost under Conditions. Make sure Local List of Ranges is

selected and click the icon next to it.

The ProjectSize bucket set defines what is considered large, medium and small based on the permit

applications estimated costs using the following ranges:

Projects greater than or equal $100,000 are large projects.

Projects greater than or equal $10,000 and less than $100,000 are medium projects.

Projects less than $10,000 are small projects.


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Click Ok.Close the Rules Editor by clicking the x button on the tab.

EXAMINING THE CONDITIONAL LOGIC

Examine the conditional logic of the process. We will take a look at the expressions for each conditional

transition.

1. Double-click the transition that returns from the Preliminary Review Outcome gateway going back to

Apply for Permit. This condition occurs when either the Zoning Office rejects the site information or the

planning office rejects the plans.


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Click on the Properties tab and review the condition:

Click Ok.

Next, double-click the transition that bypasses the preliminary reviews to go straight to the ReviewConstruction Codes. This condition occurs when EvaluatePermit business rule returns a value of

NoReviewRequired.


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Click Ok.

Lastly, double-click the transition that returns from the Review Outcome gateway going back to Apply

for Permit. This condition occurs when the Construction Officials reject the construction codes.


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Click OK

EXAMINING THE SCRIPT TASK

Examine how the Process Developer made use of a Script task to initialize our permit application with an XML

data structure. The Script task is useful for initiating or setting any constant values in the data objects. For the

purposes of this workshop, initialize the permit application with default data to save us from having to type all

the information manually when we run this.

2. Double-click the Initialize Permit Application script task and click the Implementation tab.

3. Check the Data Associations link.

From the Data Associations, notice how the Permit Application is being initialized with data in XML

format.


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Double click the icon on the left of PermitApplication to review the XML that contains default

values we are assigning to the permit process.

Click OK on all dialog boxes until youre back in the BPM Process.

To validate that there are no problems, click the Make icon in JDeveloper.


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Note: The Compiler Output will show warnings about the Error assignee not specified. You can ignore

these warnings.

EXAMINING THE USER INTERFACE

For users to interact with the human task in the Permit Process, we will need some UI forms. The integrated

development environment of Oracle BPM Suite includes Oracle Application Development Framework (Oracle

ADF) for this purpose. With Oracle ADF, you can design a task form that depicts the human task in the BPM

Process. You can also automatically generate the forms based on the input and output parameters defined forthe task form. In this lab, we will examine the task forms generated and customized by the Process Developer

for each of the human tasks in the process:

Apply for Permit

Review Site Information

Review Plans

Review Construction Codes

1. Click on the Application Navigator, see 3 additional projects: Permit ApplicationForm,

PermitReviewForm and PermitConstructionOfficialForm, together with your PermitProject.

Under each project, you will see a file called taskDetails1.jspx. This is the generated task form that the

Process Developer customized.


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2. Open the taskDetails1.jspx file of the PermitApplicationForm project and review the various ADF

components used:

3. Open the taskDetails1.jspx file of the PermitReviewForm project and review the various ADF

components used:

4. Open the taskDetails1.jspx file of the PermitConstructionReviewForm project and review the various

ADF components used:


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5. Close all .jspx forms

ASSIGN PROCESS PARTICIPANTSBPM is about tying in People, Process and Technology. Weve create the Process, configured theTechnology,

now lets review how the People participate in the process

The following users will be participating in the Permitting Process with the respective roles and responsibilities:

The Process Roles you see in the diagram are mapped to the actual roles that these users are assigned to in the

Corporate Directory/LDAP Server. For this workshop, we will use the embedded LDAP server in the WebLogic

Application Server. All these users and their corresponding groups have already been defined in the LDAP

Server.


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1. From the BPM Project Navigator, expand the PermitProject folder and double click Organization. You

should see the Organization Editor in Oracle BPM Studio showing the process roles.

Review how each process role is mapped to the LDAP Group. You should see the mappings defined in

this table:

Process Role LDAP GroupApplicant Citizens

Construction Officials PlumbingOfficials

ElectricalOfficials

Planning Officer PlanningOfficers

Process Owner PermitProcessOwners

Zoning Officer ZoningOfficers


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DEPLOYING THE PROCESS

2. Go to the Application Navigator and right-click the PermitProject. Select Deploy > PermitProject.

Choose Deploy to Application Server and click Next.


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Click Next to accept the default Revision ID.

Make sure you check the boxes to select the 3 task form projects. This will include these projects in the

deployment. Click Next.

Select the Application server SCAServer and click Next.


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Click Next to accept the default partition.

Click Finish to proceed with the deployment


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This may take a few minutes since each task form all has to be uploaded and deployed. Monitor the

Deployment log and wait for the following message:

Troubleshooting Tip: If you get deployment issues about No credential mapper entry found for

password indirection, go to 'Application Properties' -> Deployment -> Uncheck the 'Auto Generate

and Synchronize weblogic-jdbc.xml Descriptors During Deployment' option and try deploying again.

After successful deployment, close JDeveloper


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LESSON 4PROCESS INTERACTION

Focus on the Process Interaction stage of the Business Process Management life cycle. In this stage, we will

engage the various Process Participants in interacting with the business process using the BPM Workspace

We will use the following Process Participants with their corresponding roles and responsibilities.

ProcessModelling

Process

Improvement

ProcessImplementation

ProcessIteraction

Process

Monitoring

Bob Builder

Citizen and Owner of Bob and Sons Construction

Needs to Apply for a Construction Permit

John Zone

Zoning Officer, City

Needs to Review Site Information for Proper Zoning

Mary Plana

Planning Officer, City

Needs to Review the Construction Plans

Chris Plummer

Plumbing Official, City

Needs to Review Plumbing Codes

Karen Elektra

Electrical Official, City

Needs to Review Electrical Codes

Mike Scott

Department Head in Charge of Permitting, City

Needs to Oversee the Permitting Process


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ORACLE BPM WORKSPACE

The Oracle BPM Workspace is a web-based application that allows process participants to interact with process

applications deployed in Oracle BPM. The Oracle BPM Workspace user interface provides tabs for each of the

following:

Process Instances: This tab enables process participants to view running process instances.

Task List: This tab enables process participants to view and work with their assigned tasks. Process Dashboards: This tab provides out-of-the-box dashboards for monitoring process performance,

task performance and workload.

Custom Dashboards: This tab enables process participants to define and use custom dashboard based

on the measurement data generated by process instances.

The Oracle BPM Workspace also enables business administrators to configure and maintain organizations and

roles.

BOB APPLIES FOR A CONSTRUCTION PERMIT

Lets start interacting with the Process as Bob Builder, the owner of a construction company who wants to apply

for a permit for a new construction project in the City

1. Start Oracle BPM Workspace by clicking on the BPM Workspace icon from the desktop

This will bring up the BPM Workspace login screen in a web browser. (Optionally, you can also enter theURL directly from your browser:

http://soa.odemo.com/bpm/workspace .

Login as the permit applicant, Bob Builder using the following:

User Name: Bob.Builder

Password: welcome1
http://soa.odemo.com/bpm/workspacehttp://soa.odemo.com/bpm/workspacehttp://soa.odemo.com/bpm/workspace


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The BPM Workspace displays tasks that have been assigned to the user in the My Tasks section. In this

case, Bob does not have any tasks assigned to him. As a permit applicant, he has the ability to initiate

the Permit Process. You will see the Permit Process in the list of Applications on the left.

To initiate the process, click on PermitProcess from the list of Applications. This will bring up a window

for the Permit Application Data Entry form.


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Notice all the fields have already been prefilled because of the Script Task that we added to the process.

Review the information. Because the Estimated Cost is $1M, we should expect this to go through all the

reviews.

If you recall, our business rule specified that all large and medium projects $10,000 and above require

reviews.

Click Submit on the upper right corner of the form to submit the permit application

Logout of the Oracle Business Process Workspace.

Based on the process we modelled, this should have gone through the execution of the Zoning Service

and the Business Rule, and because the Estimated Cost is $1 Million (more than the business rules

Small Project maximum limit of $10,000), it will be routed to theZoning Officer and the Planning

Officer for preliminary reviews.

JOHN REVIEWS THE ZONING INFORMATION

Lets login as the Zoning Officer John Zone to review the site information.

1. Login as the Zoning Officer, John Zone using the following:

User Name: John.Zone

Password: welcome1

The BPM Workspace displays tasks that have been assigned to the user in the My Tasks section. In this

case, John has a new task assigned, a permit application waiting for his review of the site information.

Double-click on the task Permit ReviewSite Information. You should see a new window pop up with

the Permit Information submitted.


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Also notice the values under Permit ApplicationSystem. These were generated by the BPM Process,

such as the unique Reference Number and the Application Status. The Evaluate Permit Business Rule

determined the Application Evaluation Results of Reviews Required. The Zoning Information Servicedetermined that this site is Commercial Zone.

Click Approve. Notice the task disappears from Johns task list.

1. Rakesh

MARY REVIEWS THE CONSTRUCTION PLANSThe permit is still awaiting the approval of the planning officer. Lets login as the PlanningOfficer Mary Plana.

1. Login as the Planning Officer, Mary Plana using the following:

User Name: Mary.Plana

Password: welcome1

Like John, Mary has a new task assigned, a permit application waiting for her review of the construction

plans. Single-click on the task Permit ReviewPlans. You should see the Permit Application load in the

bottom window.


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From the Actions menu under My Tasks, select Approve.

Notice the task disappears from Marys task list.

Logout the BPM Workspace.

CHRIS VALIDATES THE PLUMBING CODESAfter the permit gets reviewed by the zoning and planning officers, the codes should be approved by the

construction officials. In this case, it will have to go through 2 officials, the Plumbing Official and the Electrical

Official. Lets login as Chris Plummer, a Plumbing Official.

1. Login as the Plumbing Official, Chris Plummer using the following:

User Name: Chris.Plummer

Password: welcome1

Chris should see a new task assigned, a permit application waiting for his review of the plumbing codes.


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Double-click on the task. You should see the Permit Application popup in another window.

Scroll down to the end and in the Comments section, enter a comment about the Plumbing Codes.

From the Attachments section, click , choose a Desktop File Attachment Type and upload the

homepipes.pdf file found in /home/oracle/MyFiles/execution.


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Scroll back up and click Approve.

KAREN VALIDATES THE ELECTRICAL CODES

1. Lets play the role of the Electrical Official.

Login as the Electrical Official, Karen Elektra using the following:

User Name: Karen.Elektra

Password: welcome1

Karen should see a new task assigned, a permit application waiting for her review of the electrical codes.

Double-click on the task. You should see the Permit Application popup in another window.

Scroll down to the end. Karen should see the Comment and Attachment entered by Chris.

Enter another comment.

Try opening the attachment by clicking the file link.


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Scroll back up and click Approve.

MIKE TRACKS THE PROCESS

1. Login as the Department Head, Mike Scott using the following:

User Name: Mike.Scott

Password: welcome1

Mike should see the permit application on his task list because if you recall, there was an FYI task

assigned to the Process Owner at the end of the complex task. Its not waiting for his approval though

because it is just an FYI.


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Scroll down and look at the comments and attachments section from the previous approvers.

As the Process Owner, click on Process Tracking. Because it already completed, the task does not show

up by default. Click on the Advanced link above button to change the filter with the Status set to

Completed.

Click on the completed instance that shows up. From the instance details section below, scroll down and

expand the Audit Trail to see each activity in a tabular format.


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Change it to Graphical Format to see the process flow that you modelled and track the path that the

execution took. Click the small arrows on the top right and bottom left corners of the Instance Details tomaximize the process map.

2. Press the F11 key to view in full screen. Once its maximized, you should see the process execution flow

with the shaded green arrows indicating the execution path.


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The last activity of Process Payment should have resulted in a new record inserted in the database. To

verify this, start JDeveloper and go to the Database Navigator. Note: If you do not see the Database

Navigator, you can enable this by selecting View > Database > Database Navigator.

From the Database Navigator, expand PermitApplication > PermitAppDB > Tables and double-click the

PERMIT_APPLICATION table. Click on the Data tab below and you should see the Permit Application

record with the same reference number.


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RUNNING THE PROCESS FOR DIFFERENT SCENARIOS

Execute the process again using different scenarios. For example, try the following:

Try rejecting certain tasks and analyze the loopback behaviour.

Try submitting a permit application with Estimated Cost less than $10,000 to bypass the preliminary

reviews.

Try submitting a permit application with the Require Plumbing Permit or Require Electrical Permit check

boxes unchecked to skip the approvals needed from the Plumbing or Electrical officials.

Submit 10 or more permit applications and leave some of the permit applications sitting on the various

users task inbox without any action. We will use this for monitoring dashboards in the next lab.


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LESSON 5PROCESS MONITORING

The next stage focuses on the Process Monitoring aspect of Business Process Management. In this stage, we will

monitor the activity of the process using Process Analytics. Process Analytics enable you to obtain performance

and workload metrics which are useful for making more intelligent decisions about your process.

BUSINESS PROCESS ANALYTICS

Business Process Analytics enables you to monitor the performance of your deployed processes. It measures the

key performance indicators in your project and stores them in pre-defined cubes in the database that enable

you to analyze the data in multiple perspectives. You can also store the metrics in the Oracle Business Activity

Monitoring (BAM) database for real-time monitoring. Process analysts can view the metrics using dashboards

from the Oracle BPM Workspace or Oracle Business Activity Monitoring (BAM).

In summary, Process Analytics track:

Workload Metrics

Process and Activity Performance Metrics

Human Resource Metrics

By default, the BPM Engine stores the values of pre-defined measures and dimensions that are common to all

BPM processes. The supported pre-defined measures are:

Number of active instances by activity, process, and participant Average time to complete an activity

Average time to complete a process

The supported pre-defined dimensions are:

Process

Activity

Participant

You can also define custom measures according to your needs. To define custom measures, you use business

indicators. The different types of business indicators enable you to measure specific values, keep track of

categories or count the times an instance completes one or more activities

Process

Modelling

Process

Improvement

Process

Implementation

Process

Iteraction

Process

Monitoring


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MONITORING PROCESS USING STANDARD DASH BOARDS

1. Login as the Department Head, Mike Scott using the following:

User Name: Mike.Scott

Password: welcome1Rakesh

Click the Standard Dashboards tab to view the predefined metrics. Workload per process dashboard

should be selected by default. This dashboard shows the number of instances sitting in the process. Thisshould show you how many times your Permit Process was initiated.

Click on the bar in the left graph and a new graph on the right will be displayed to show you the number

of instances sitting in each activity.

Click on any of the bars in the right graph and this will load the actual process instances below.

2. Change the view to show Performance per process. This dashboard shows the average time your

process takes to complete.

3. Click on the bar in the left graph and a new graph on the right will be displayed to show you the average

time it takes each activity in that process to complete.

4. Click on any of the bars in the right graph and this will load the actual process instances below


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5. Change the view to show Workload per participant. This dashboard shows the number of instances

sitting for each participant. It will give the process owner an indication of human resource workload and

bottlenecks

6. Click on the bar in the left graph and a new graph on the right will be displayed to show you the

processes the selected participant are involved with and the number of instances for each. In our

example, we only have 1 process, so only the Permit Process will show up there.

7. Click on any of the bars in the right graph and this will load the actual process instances below.

8. Change the view to show Performance per participant. This dashboard shows the average time each

user takes to process their tasks. It will give the process owner an indication of human resource

performance and bottlenecks.


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9. Click on the bar in the left graph and a new graph on the right will be displayed to show you the

processes the selected participant are involved with and the average time the user spends for each. In

our example, we only have 1 process, so only the Permit Process will show up there.

10.Click on any of the bars in the right graph and this will load the actual process instances below.

Completed The Lessons


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Oracle Bpm 11g lession 1

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