THUR 3:30 PM BUILDING AN AUTOMATED PROCESS THAT …€¦ · THUR 3:30 PM BUILDING AN AUTOMATED...

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THUR 3:30 PM BUILDING AN AUTOMATED PROCESSTHAT INTERACTS WITH DIFFERENT SYSTEMS AXON IVY PROCESS AUTOMATION

Marcel Pruegel | Solutions Engineer, Axon Ivy

June 2nd 2016

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AGENDA

o Introduction

oGet the Desinger!

oDesigner Overview

oFundamentals of BPMN

oExample Process „Vacation Request“

oHandsOn

oQ & A

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BUSINESS PROCESS MODEL AND NOTATION

BPMN

• Providing a uniform „de facto“ standard for business and IT departments

• Graphical specification language for the modeling and documentation

• License-free technology

• Consistent modeling in one notation

• Sufficiently comprehensible for business departments

• Sufficiently precise for technical implementation

• Simple and understandable creation of business process models

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BUSINESS PROCESS MODEL AND NOTATION

BPMN

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• Flow objects Events / activities / gateways

• Swim lanes Pools / lanes

• Connecting objects Sequence flows / message flows / associations

• Artifacts Data object / group / annotation

BASIC PROCESS ELEMENTS - 4 GROUPS

BPMN

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BPMN

Events

StartEvent IntermediateEvent EndEvent etc…

Task subProcess

Activities

Exclusive Inclusive Parallel etc…

Gateways

BASIC PROCESS ELEMENTS – FLOW OBJECTS

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StartEvent IntermediateEvent EndEvent


BPMN

Events

Events are phrased as a status / something that happened

Event: “Something happened!”

bill payed

customer ordered

Information object + verb in past participle

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Gateways

BPMN

The exclusive gateway means “ETHER OR”, i.e. only one path is possible.

Check foroverlapps

No timewise overlapping

Timewise overlappingXOR-Rule:• The first incoming process path starts the outgoing path• Only one of the process paths can be followed• Alternative symbol type: an empty diamond icon


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Gateways

BPMN

The exclusive gateway means “AND”, i.e. all paths are necessary / required

AND-Rule:• All outgoing process paths need to be followed• All incoming process paths need to be completed in order for the process flow to continue.

Approve leave request

Informsubstitute

No timewise overlapping Vacation approved


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Task subProcess

Activities

BPMN

Activities are phrased as tasks

request holiday / pay bill

verb + object

Activity: “Do something!”


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Task subProcess

Activities

BPMN

A special task is a subProcess

• the plus sign indicates a compound activity

• it contains further subprocesses and enables complex hierarchically structures


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BPMN

Swim lanes make it possible to comprehensively document processes. Participating process organizations and departments are displayed in swim lanes

Po

ol L

ane

2L

ane

1

• Represent responsible roles/divisions for activities.• Can stand for an organisation, a role or a system

BASIC PROCESS ELEMENTS – SWIM LANES

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BPMN

Swim lanes make it posiible to comprehensively document processes. Participating process organisations and departmens are displayed in swim lanes

Su

pp

lier Sal

esD

isp

atch

• Represent responsible roles/divisions for activities.• Can stand for an organisation, a role or a system

BASIC PROCESS ELEMENTS – SWIM LANES

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DESIGNER IDE - BASICS

AXON.IVY DESIGNER

• Axon.ivy Designer IDE

Axon.ivy Designer is a graphical development environment to model, execute and test business processes.

• Axon.ivy Designer is based on Eclipse

Axon.ivy is consists of many tools that are available as Eclipse plugins.

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Axon.ivy Designer saves the projects in a directory in the filesystem.

This is called the workspace

Many different projects can be created and edited in one workspace.You can switch workspaces easily: File Menu – Switch Workspace

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Axon.ivy Designer saves the projects in a directory in the filesystem.

This is called the workspace

Many different projects can be created and edited in one workspace.You can switch workspaces easily: File Menu – Switch Workspace

Projects with process models can be imported into or exported from a workspace.You can work in teams thanks to Subclipse (Eclipse plugin for subversion repository)

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The Axon.ivy Designer has different perspectives formodeling, implementing and testing of processes.

The Process Model Perspectiveis for modeling business processes

The Process Development Perspectiveis for implementing, simulation and testing.

There are a few more perspectives for the design of dialogs or writing java classes which will be descriptes later…. stay tuned

DESIGNER IDE – PERSPECTIVES

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The Process Development Perspectiveis for implementing, simulation and testing.

There are a few more perspectives for the design of dialogs or writing java classes which will be descriptes later…. stay tuned


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Editor preferences

DESIGNER IDE

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Simulation

If the simulation is started, the designer switched to the « Process Developement» Perspective

Start simulation

Stop engine

Change the speed of the simulation

Turn animation on/off

Settings for the simulation can be found under «Axon.ivy Preferences-Engine»

DESIGNER IDE

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DESIGNER IDE SHORTCUTS

Right mouse button Context menu of element

Left mouse button Select element

Shift-click Add element to the selection or remove from selection

Double click Inscribe element

Shift-double click Enter sub process, Go to called process, Enter super

b Bend arc

d Set element to default size

i Element, Inscribe

j Jump into sub process, Go to called process, Jump out of sub process

a auto-align selected elements

r Reconnect arc

s Straighten arc

w Wrap text

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Processes:

• Main processes

• Subprocesses

HTML Dialogs:

• Components for user interaction

Data classes:

• Data structures of the process

Configuration:

• Environments, global variables, validation, formats, styles

DESIGNER IDE - PROJECT

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Database configuration:

• Configuration of databases

Webservice configuration:

• Configuration of WebServices

Roles:

• To assign tasks to various functions

Test users:

• Workflow user for the simulation


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Deployment:

• Project-Dependencies (Reuse of elements)

Persistence:

• Configuration of connection of entity data classes to database

Overrides:

• Overwriting of processes, RDs, CMS content or libraries configurations


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Process Starts:

• Request Start (http: Web Link)

• Event Start (programmed)

• Exception Start (Error handling)

• Callable subprocess Start (reusable process component)

• Web Service Process Start (Process as a Web Service)

DESIGNER IDE – PALETTE OF PROCESS ELEMENTS

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Request Start:

• A Request Start event is triggered using a http-request (web link).

• A new process instance (case) is started

• The processed is called using a web URL (Link on a website in a workflow portal or a chosen navigation site)


Start

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Event-Start:

The Event Start triggers an event programmed with a Java Bean (e.g. Timer, File-Transfer)

• A new process instance (case) is started

• Through this, an asynchronous integration with a third party system can be built.


Program Start

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Callable subprocess-Start:

With Callable subprocesses reusable process components can be constructed

• The Callable Subprocess Start defines the call and return parameters of the subprocess.

• It is only used in a Callable Subprocess

• (and only available if the process is of type callable sub process)


Start

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Web-Service Process-Start:

A WS Start makes it possible to start an Ivy process through a SOAP Web Service

• To integrate Ivy in third-party systems

• To decouple various process models in Ivy

• The parameters and web service interface are configured

• It can only be used in a Webservice process

• (and only available if the process is of type callable web process)


Start

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Process-End:

• Process end

• Callable subprocess end

• Web service process end

• End page (process end with user dialog)

• (Availlable if process is of respective type)


End

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End-Page:

The End Page element concludes the workflow of a process

• The same as the End element

• Additionally a HTML site is shown to the current WF user.

• The process instance is deleted

• Through the recording of events through the workflow Engine, the handling/processing flow is documented.


End Page

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Branching / Joining:

• Alternative (either-or, XOR Gateway)

• Split & Join (both (>=2), AND Gateway)


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Split & Join:

• In an AND branching (AND-Split Gateway) the control flow is split and continues in a parallel manner.

• All outgoing paths are executed at the same time.

• Using this (service activities, no human activities!) activities can beexecuted simultaneously.


Split Join

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Split & Join:

• The parallel paths must be again synchronized using an AND junction.

• The process flow will be blocked until all parallel paths are ended.


Split Join

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Split & Join:

In alternative branching (exclusive or XOR Gateway), the path (only one!) to be followed is determined using a condition.


Alternative

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User Interaction:

• User Dialog / Web Page (HTML / JSF)


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HTML Dialog / JSF:

This is an element for a processing step done by a workflow user (human task) e.g. fill out an application, approve, control etc.

The Axon.ivy Designer offers a perspective with a graphical editor for an easy creation and design of Rich Dialog panels.


User Dialog

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System Activities

• Script step (ivy script code)

• DB step (SQL-Query, read/write)

• WS step (sall a webservice)

• Email step (send an email)

• Program step (java class)

• Trigger (start other processes)


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Script Step:

• The Script Step is an automatic step thatexecutes ivyScript code.

• It is used for computation, transformations, method calls etc.


Script

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Database Step:

The DB Step is an automatic step thatexecutes an SQL statement in a database.

• With this step, data in a database can be read, inserted, edited or deleted

• A DB’s stored procedures can also be executed using this step


Database

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Web Service Step:

The Web Service Call step is an automatic step that uses a web service.

• Axon.ivy’s assistant renders the defining of the call as well as configuring data transfers very easy


Web Service

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E-Mail Step:

The Email Step is an automatic step thatsends E-Mails out in a process.

• Attachments can also be sent


E-Mail

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Program Interface Step:

The Program Interface Step is an automatic step in which a Java Bean is executed.

This is helpful to for example communicate with a third-party system or to incorporate existing code in the a process.

There are standard Beans (wait) but these beans can also be extended:


Program

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Trigger Step:

The Trigger Element starts a further process

• The newly started process is executed asynchronously, i.e. the process with the trigger continues immediately.

• Triggered process needs to be configured as triggerable: (Start element)


Trigger

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Subprocesses

• Composite Sub

• Call Sub


Sub

Call

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Composite Subprocess:

The Composite or Embedded Subprocess groups multiple process steps.

In the detail view, the composite subprocess can be edited.

In contrast to the a Callable Subprocess, a composite subprocess is only used inside the process it finds itself in (Callable Subprocess can be reused).

Info: The business BPMN activities in the palette are basically all composites


Sub

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Call Subprocess:

With the Call Subprocess step, an independently defined subprocess(reusable) is inserted in a process flow.

• Thanks to its project dependency, the called subprocess can also be referenced to from another project.


Call

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Task Events

• Simple Task Switch

• Parallel Task Switch


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Simple Task Switch:

The Simple Task is an intermediate event that assigns further processing to a user or role

The task is inputed in the task list and the execution pends until the task is accepted by a user with WF rights .

A Task Switch also means time interruption and a user change within the process handling.

Task

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Parallel Task Switch:

The parallel Task-Switch is a Gateway which assigns one or multiple ensuing tasks to a user or role.

The tasks are inputed in the task list and execution pends until the tasks are accepted by a user with WF rights .

A Task Switch also means time interruption and a user change within the process handling.

The Task Switch is a special form of an AND-Split&Join Gateways, in other words, multiple inputs are synchronized. The element blocks until all incoming paths are ended

Tasks

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BPMN Activities:

All BPMN activities are embedded subprocesses.

They make the process more descriptive and enable the seperation betweenfunctional and technical process steps

HINT: Once placed you can change the icon in the context menu!

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VACATION REQUEST

EXAMPLE PROCESS

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2 roles: Employee, Manager

VACATION REQUEST

EXAMPLE PROCESS

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LET‘S START BUILDING.

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Q & A

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THANKYOU!/AXON-IVY-AG

@AXONIVY

Feel free to visit us at our booth for more information!

JOIN US FOR THE GROUP PROJECT TOMORROW :

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