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7/28/2019 Bos 5.9 Introtutorial Process Definition
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Bonita Open SolutionVersion 5.9
Introduction TutorialProcess DefinitionUser Guidance Profile: Process Engineer
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Bonita Open Solution 5.9 Intro Tutorial
Process Definition / Process Engineer
page 2 www.bonitasoft.com | BonitaSoft S.A. BOS 5.9 Introduction Tutorial, Process Definition 13 Nov 2012
Contents
Introduction ................................................................................................................................ 4
Part 1. Tutorial Process Overview ................................................................................................ 5Part 2. Begin with MyTutorialProcessDiagram ............................................................................. 7
Part 3. Extend the process diagram .............................................................................................. 9
3.1 Add data .................................................................................................................................. 9
3.1.1 Define variables............................................................................................................... 9
3.1.2 Check off User Guidance ............................................................................................... 14
3.2 Define transitions .................................................................................................................. 15
3.2.1 Define conditions on transitions ................................................................................... 15
3.2.2 Check off User Guidance ............................................................................................... 23
3.3 Add a connector .................................................................................................................... 24
3.3.1 Add a connector to a task ............................................................................................. 24
3.3.2 Test a connector............................................................................................................ 283.3.3 Check off User Guidance ............................................................................................... 29
3.4 Run ........................................................................................................................................ 30
3.4.1 Check validation ............................................................................................................ 30
3.4.2 Configure actor selectors .............................................................................................. 30
3.4.3 Run the process ............................................................................................................. 33
3.4.4 Check off User Guidance ............................................................................................... 34
3.5 Debug .................................................................................................................................... 35
3.5.1 De-activate the connector ............................................................................................ 35
3.5.2 Check off User Guidance ............................................................................................... 35
Part 4. For more tutorial examples ............................................................................................ 36
Part 5. Feedback, Questions, and More Information................................................................... 36
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FiguresFigure 1. Begin with MyTutorialProcessDiagram (1.0) ........................................................................................... 5Figure 2. Completed process diagram ............................................................ ....................................................... 6
Figure 3. Open MyTutorialProcessDiagram from Menu bar ................................................................................. 7Figure 4. Open MyTutorialProcessDiagram from Cool bar ............................................................. ....................... 7Figure 5. Import MyTutorialProcessDiagram from Menu bar ................................................................ ............... 8Figure 6. Import MyTutorialProcessDiagram from Cool bar ................................................................................. 8Figure 7. Save the process diagram with a new version number .......................................................................... 8Figure 8. Change the version numbers on the process diagram and pools ....................................................... .... 9Figure 9. Add a variable .................................................................................................................. ..................... 10Figure 10. Add a variable for customer name ................................................................................................... .. 10Figure 11. Text variable added ................................................................................. ........................................... 11Figure 12. Add a list of options variable .............................................................................. ................................ 11Figure 13. Define a list of options for a variable ....................................................... ........................................... 12Figure 14. Add an item to a list of options ................................................................ ........................................... 12
Figure 15. Complete list of options variable ............................................................. ........................................... 13Figure 16. Variables defined for this pool ................................................................. ........................................... 14Figure 17. Select User Guidance to see the checklist .......................................................................................... 14Figure 18. User Guidance checklist ................................................................ ...................................................... 15Figure 19. Select a variable to use to enter a condition manually............................ ........................................... 16Figure 20. Complete the condition expression manually ....................................................................... ............. 16Figure 21. Select Edit expression to define a condition ....................................................................................... 17Figure 22. Select a variable to use to define a condition in the expression editor .............................................. 17Figure 23. Use the expression editor to define a condition............................................................ ..................... 18Figure 24. Select Edit decision table to define a condition ............................................................. ..................... 18Figure 25. Add a row to the decision table ............................................................... ........................................... 19Figure 26. Select the variable to use in the expression ....................................................................................... 20Figure 27. Select the operator ............................................................. ................................................................ 20Figure 28. Select the variable value ................................................................ ..................................................... 21Figure 29. Select whether the transition is taken (or not) when the expression evaluates to true .................... 22Figure 30. Define condition using expression editor ........................................................................................... 23Figure 31. define condition using decision table ................................................................. ................................ 23Figure 32. Add a connector ....................................................... ................................................................. .......... 24Figure 33. Select a connector to send an email ........................................................ ........................................... 25Figure 34. Give the connector a name and description ....................................................... ................................ 25Figure 35. Configure access to an email account................................................................. ................................ 26Figure 36. Create the email message .............................................................. ..................................................... 27Figure 37. Email connector appears in the list..................................................................... ................................ 28Figure 38. Test a connector ............................................................................................................ ..................... 28Figure 39. Connector test executing ............................................................... ..................................................... 29
Figure 40. Connector test successful .............................................................. ..................................................... 29Figure 41. Test emails show up in email box ............................................................ ........................................... 29Figure 42. Activate validation .............................................................. ................................................................ 30Figure 43. Non-executable elements are visible.................................................................. ................................ 30Figure 44. Choose an actor selector to apply to the customer lane .......................................................... .......... 31Figure 45. Customer = process initiator .......................................................... ..................................................... 31Figure 46. Create a new actor selector to fetch sales employees ....................................................................... 32Figure 47. Create a group by entering individuals manually ..................................... ........................................... 32Figure 48. Give a name and description to the actor selector............................................................................. 33Figure 49. Create a group containing john and james .................................................................................. 33Figure 50. Run the process .................................................................................................. ................................ 33Figure 51. Process deploying in default web applications ............................................................... ..................... 34
Figure 52. Uncustomized instantiation form ................................................................................... ..................... 34Figure 53. Debug a connector .............................................................. ................................................................ 35Figure 54. Skip the unchecked connector ................................................................. ........................................... 35
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Introduction
Use this Introduction Tutorial to become familiar with adding executable content to agraphical process diagram in Bonita Open Solution.
The steps explained in Part 4 follow the User Guidance checklist in Bonita Studio*. Follow
these steps to create an executable process diagram example that can be deployed (in
development mode) in Bonita web applications.
To further develop the example with customized web applications, see the next tutorial on
Application Design.)
This tutorial includes application of the following features of Bonita Studio:
Add data
Define global and local variables
Define single and multiple variables
Define a list of options as a variable
Define transitions
Conditions
Decision table
Add connectors
Add a connector to a task
Test a connector
RunDebug
For more information about this set of functions, see theProcess Engineer Guidein the
Bonita Open Solution online documentation. This documentation also contains detailed
information about Bonita Open Solution functionality in general.
This tutorial demonstrates how to apply most of the Bonita Studio process design features
available in the Process Engineer checklist of User Guidance (SP version). All of these same
features are also available in the open source version of Bonita Open Solution, although
there is only a single Application Developer checklist with all User Guidance features.
User Guidance,User Guidance checklists, andUser Guidance profilesare explained in the
online BonitaSoft Documentation.
In both versions the application of the User Guidance checklist is the same, as shown in this
tutorial.
*The screenshots in this tutorial were taken from Bonita Studio (BOS Subscription Pack),
Teamworkedition, in Process Engineer Profile mode. This profile hides some features to
simplify the interface. Therefore, in some cases the screenshots are slightly different from
the equivalent interface in BOS. The features shown in this tutorial are the same in both(except where noted).
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Part 1. Tutorial Process Overview
In this tutorial you will begin with the process (MyTutorialProcessDiagram) that was
designed with the first tutorial in this series (Intro Tutorial: Process Design). If you have notcreated this process diagram yourself, you can import a copy into Bonita Studio from
BonitaSoft Community Contributions.
The process diagram graphically models and can execute the following scenario:
A customer initiates the process and places an order for a product. One of the available sales employees reviews the order and either confirms or
rejects it.
If the order is accepted, the customer pays for it. The product is prepared anddelivered and the transaction is archived.
If the order is rejected, an email notification is sent to the customer and thetransaction is archived.
Begin with the process diagram MyTutorialProcessDiagram (1.0), which looks like this:
Figure 1. Begin with MyTutorialProcessDiagram (1.0)
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When you complete this tutorial, the process diagram will look like this:
Figure 2. Completed process diagram
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Part 2. Begin with MyTutorialProcessDiagram
If you have created the process diagram MyTutorialProcessDiagram by following the step-
by-step instruction in Introduction Tutorial: Process Design, open it now.
In Bonita Studio, go to the Menu bar and select Process > Open, or go to the Cool bar and
select Open.
Figure 3. Open MyTutorialProcessDiagram from Menu bar
Figure 4. Open MyTutorialProcessDiagram from Cool bar
Select MyTutorialProcessDiagram (1.0) from the list of existing processes.
Alternatively, to import the process diagram, first download it from BonitaSoft CommunityContributionshere: http://www.bonitasoft.org/exchange/extension_view.php?eid=290.
(You must beregisteredand logged in as a BonitaSoft Community Forum user to access the
Community Contributions.) Save it locally.
When you have saved the process diagram, go to the Menu bar and select Process > Import,
or go to the Cool bar and select Import.
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Figure 5. Import MyTutorialProcessDiagram from Menu bar
Figure 6. Import MyTutorialProcessDiagram from Cool bar
Select MyTutorialProcessDiagram - - 1.0.barand upload it.
Save this diagram with a new version. To do this, click on the process diagram outside the
pools, and click on Editnext to the process diagram name.
Figure 7. Save the process diagram with a new version number
Leave the process name as MyTutorialProcessDiagram, and change its version to 1.1.
Change the version on the Pool Web Purchase and the Pool Deliverto 1.1 also.
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Figure 8. Change the version numbers on the process diagram and pools
Part 3. Extend the process diagram
Follow this section to create an executable process from the process design.
3.1 Add data
Add variablesto the process to accept and treat data input by the customer: name email address product selected credit card number and expiration date
Variables are also useful for defining conditions on transitions to direct the process down
one branch or another, so youll also add a variable (called confirmation) to use to determine
the whether the process will follow the path for order accepted or order not accepted.
3.1.1 Define variables
As global variables are available anywhere in a process/pool, you can click on the
Web_Purchase pool, or the Customerlane or the Sales Employee lane in the Web_Purchase
pool, to define global variables.
Click anywhere in the Web_Purchase pool, and go to its Details Panel > General tab > Data
pane. Click onAdd.
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Figure 9. Add a variable
Add a new variable. In Name, enter customerName. For Data type, select Text, and for
Multiplicity, select single. Leave the default value blank (no default value to be proposed).
Figure 10. Add a variable for customer name
Click on Finish. The new variable appears in the list.
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Figure 11. Text variable added
Click onAddagain and create another text variable, customerEmail.
The next information entered by the customer will be a product choice. Click onAdd, name
the variable Products and this time select List of Options.
Figure 12. Add a list of options variable
Add a list of items. To do this, add the NamePromotional products and description
Available products for the list, and click onAdd.
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Figure 13. Define a list of options for a variable
Add the first item for the list, TV.
Figure 14. Add an item to a list of options
Repeat this to add two more items: mobile phone and laptop. Click on OK and then
Finish to finish.
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Figure 15. Complete list of options variable
The list of promotional products now appears in the list of variables.
Add three more variables to this process/pool using the same manipulation used to add the
text variables:
creditCardNumber = integer
expirationDate = date
confirmation = Boolean
The Web_Purchase process diagram Details panel > General tab > Data pane now looks like
this:
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Figure 16. Variables defined for this pool
There are no local variables in this process, but they would be defined in the same way as
the global variables you have just added.
3.1.2 Check off User Guidance
To apply theUser Guidance checklist, go to the Cool bar and click on User Guidance.
Figure 17. Select User Guidance to see the checklist
The User Guidance checklist will appear. Click on Define global and local variables and then
on Done.
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Figure 18. User Guidance checklist
As all of the variables defined in this example are single, you can mark Define single and
multiple variables as Done. The variable Products is a list of options; mark Define a list of
options as a variable as Done also. Click on Close.
3.2 Define transitions
3.2.1 Define conditions on transitions
Conditions on transitionsallow you to define how the process will know which path to
take when there are multiple possibilities.
In this tutorial example, there is an XOR gateway only one of the outgoing paths
(transitions) can be taken: the Sales employee either confirms or rejects the order reviewed.
Define the conditions on each of the two outgoing transitions, using a variable that will
determine which path will be taken depending on the Sales employees decision.
To do this, click on the transition between the XOR gateway and Pay. Go to its Details Panel
> General tab > General pane. Enter if accepted in Name. (Note that the name
appears on the process diagram.)
In Condition, use the Boolean variable confirmation. Ifconfirmation evaluates to true, theprocess will follow this path.
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There are several ways to define a condition in the Condition field.
3.2.1.1 Enter the condition expression manually
Enter the variable or select it from the dropdown menu.
Figure 19. Select a variable to use to enter a condition manually
The expression appears in the Condition field. Use it to complete the expression
confirmation == true.
Figure 20. Complete the condition expression manually
3.2.1.2 Use the expression editor
Select Edit expression from the dropdown list. When it appears, select the variable
confirmation and complete the expression in the editor.
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Figure 21. Select Edit expression to define a condition
Figure 22. Select a variable to use to define a condition in the expression editor
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Figure 23. Use the expression editor to define a condition
Click on OK. The expression appears in the Condition field.
3.2.1.2 Use the decision table
Select Edit decision table from the dropdown list.
Figure 24. Select Edit decision table to define a condition
The decision table editor appears.
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Figure 25. Add a row to the decision table
Click onAdd a row, then, when it appears under Edit, onAdd condition.
From the dropdown menu in the first field, select the variable Confirmation.
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Figure 26. Select the variable to use in the expression
From the middle dropdown menu, select the operator =.
Figure 27. Select the operator
From the dropdown menu on the third field, select true.
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Figure 28. Select the variable value
Click on Update line.
The line in blue is now filled with a condition (the value for which the variable Confirmation
is evaluated as true.) Complete the condition in the table by choosing a decision (the action
the process will take when confirmation = true). In this case, that action is Take transition.
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Figure 29. Select whether the transition is taken (or not) when the expression evaluates to true
Click on Finish. Edit decision table appears in the Condition field.
Define the condition Confirmation = false on the transitions between the XOR gate and Send
notification. To do this, first name the transition if rejected.
Then, do one of the following:
Enter the condition expression directly:
!confirmation (equivalent to confirmation = false)
Or use the expression editor:
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Figure 30. Define condition using expression editor
Or use the decision table:
Figure 31. define condition using decision table
3.2.2 Check off User Guidance
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Go to the User Guidance checklist. Check offDefine transitions as Done. Both Conditions
and Decision table under that heading will also be checked off. Click on Close.
3.3 Add a connector
Add a connectorto Send notification so thatan email is sentif the order is rejected by the
Sales employee. (This example will show how to configure and test this connector.)
In this example, the connector will be configured to send an email using gmail. To duplicate
this action, you will need to have a gmail account.
3.3.1 Add a connector to a task
Click on Send notification. Go to its Details panel > General tab > Connector pane. Click on
Add.
Figure 32. Add a connector
From the list of connectors that appears, click on Messaging and then on Emailsend an
email. Click on Next.
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Figure 33. Select a connector to send an email
A series of connector configuration wizards appears.
Figure 34. Give the connector a name and description
Enter the NameSend notification and the DescriptionThis message is sent
if the order cannot be filled. In Select event,finish indicates that the
connector will fire when the task has completed. If the connector fails, an exception will
occur.
Click on Nextto continue.
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Configure access to the gmail account to use to send the email message. (This account will
not be shown in the email message sent as you can configure the From field independently
of this.) The host and port for gmail are shown below in the screenshot. Enter the User
name (in the form of the entire [email protected] email address) and password to accessthe actual account you will use to test this example with.
Figure 35. Configure access to an email account
Click on Next. Enter the contents of the email to be sent. (The screenshot below shows the
Rich Text Formatting version available in BOS Subscription Pack.)
enter a real account address here
and its real assword here
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Figure 36. Create the email message
The From field will appear in the email message, so you can enter a dummy address,
The To field will send this message to an actual address. To test it, enter an email address
you can access.
Enter a Title and a Message. Click on Finish.
The connector appears in the connector list.
enter our own email address here
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Figure 37. Email connector appears in the list
3.3.2 Test a connector
Test the connectorto see if it functions properly. Click on the Send notification connector,
then on Edit. Click on Nextto pass the connector parameters wizard.
When Test configuration appears in a configuration wizard window, click on it.
Figure 38. Test a connector
The connector will be launched according to its configuration.
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Figure 39. Connector test executing
If the configuration is ok, the Results window will indicate connector execution is
successful.
Figure 40. Connector test successful
There is no output defined for this connector; that is, no data is returned to the process
from its execution. Click on Backto exit the test.
Figure 41. Test emails show up in email box
If the connector fails to execute, find the exception in the engine log (Menu bar > Help >
Show engine log).
3.3.3 Check off User Guidance
Go to the User Guidance checklist. Check offAdd connectors as Done. BothAdd a connector
to a task or pooland Test a connectorunder that heading will also be checked off. Click on
Close.
Test
Test
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3.4 Run
3.4.1 Check validation
To run the process, all of the executable elements must be configured. To check this, click
on the process diagram (outside the pools) and confirm that Activate validation is checked.
Figure 42. Activate validation
You should see red Xs, indicating missing configuration, on the lanes Customerand Sales
employees, and on the tasks Payand Sales Review.
Figure 43. Non-executable elements are visible
3.4.2 Configure actor selectors
To complete the configuration and run this process, define the missing group or user with
actor selectors.
Click on the lane Customer. Go to its Details panel > General tab > Actors pane. Select
Choose.
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Figure 44. Choose an actor selector to apply to the customer lane
Since the customer is the initiator of this process, click on Initiatorand then Finish.
Figure 45. Customer = process initiator
The Initiator is now the actor assigned to this lane. Save the process and the validation
warnings should disappear from this lane and from Pay.
Click on the lane Sales employees. Go to its Details panel > General tab > Actors pane.
Select Create.
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Figure 46. Create a new actor selector to fetch sales employees
For the purposes of this tutorial, assign some test users manually to a group called Salesemployees. To do this, click on Bonita > User list enter individuals manually and then click
on Next.
Figure 47. Create a group by entering individuals manually
Enter the Name of this group: Sales Employees, with the DescriptionEmployees
authorized to handle web sales. Click on Next.
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Figure 48. Give a name and description to the actor selector
Enter two of the default users already configured in Bonita Open Solution (that is,
configured to login with the names admin, john, jack, and james and the password bpm):
john,james. Click on Finish.
Figure 49. Create a group containing john and james
Save the process and the validation warnings should disappear from this lane.
3.4.3 Run the process
Click anywhere on the Web_Purchase pool. Go to the Cool bar and click Run.
Figure 50. Run the process
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The process Web_Purchase will be deployed and a form will be created in the default Bonita
web application.
Figure 51. Process deploying in default web applications
A form is displayed in the web application specified in Preferences > Web > Browser.
Since you have not yet configured web forms, the default form will show un-customized
fields (in simple alphabetical order) for all of the variables in the process.
Figure 52. Uncustomized instantiation form
3.4.4 Check off User Guidance
Back in Bonita Studio, go to the Cool bar and click on User Guidance. Click onSkipto skip
Multi-instantiation and configure events. Check offRun by clicking on Done, then on Close.
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3.5 Debug
It is not always possible to configure working connectors while defining and testing a process
configuration. If the connector in this tutorial example is giving you headaches, try runningthe process inDebugmode (that is, with the connector de-activated).
3.5.1 De-activate the connector
Click anywhere on the Web_Purchase pool. Go to the Cool bar and click on Debug.
Figure 53. Debug a connector
Uncheck the connectors to de-activate. The solid blue indicates that the Service TaskSend
notifcation connector is selected. Click on it to de-select and skip when the process is
tested.
Click on Debug.
Figure 54. Skip the unchecked connector
The process should run, deploy and present the un-customized form in the selected web
browser.
3.5.2 Check off User Guidance
Go to the Cool bar and click on User Guidance. Click onSkipto skip Contexts. Check off
Debug.
Click on Close to return to Bonita Studio.
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Part 4. For more tutorial examples
More information about these features can be found in theBonita Open Solution online
documentation.
The development of the example used in the tutorial is shown in the previous tutorial for
Process Design.
A continuation of this example showing features to add and define forms, handle data,
change looknfeels and more, can be found in the next tutorial for Application Design.
Part 5. Feedback, Questions, and More Information
If you explore a bit more in Bonita Open Solution, you will find many more functionalities
not addressed in this Intro Tutorial.
Follow the links below:
More Functionalities
For further explanation of the features and functionalities in Bonita Open Solution, see the
Bonita Open Solution online documentation.
http://www.bonitasoft.com/resources/documentation/index.php
BonitaSoft Forum
We welcome your feedback on theBonitaSoft Forum.
Ask your questions too. Use theBonitaSoft Forumto let us have it!http://www.bonitasoft.org/forum/
BonitaSoft Community
Join theBonitaSoft Communityand get our Newsletter, access detailed information, and
more.
http://www.bonitasoft.org/register.php
Bug Tracker, Source Code
Check out ourBug Tracker, Source Code.
http://www.bonitasoft.org/index.php
Feedback on this tutorial, or on documentation in general
Submit an issue ondocumentation feedback.
http://www.bonitasoft.org/bugs/bug_report_advanced_page.php
More information
For more information, contact us atwww.bonitasoft.com
http://www.bonitasoft.com/company/contact-bonitasoft
Have fun with Bonita!
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