EMC CorporationCorporate Headquarters:

Hopkinton, MA 01748-9103

1-508-435-1000www.EMC.com

EMC® IT Process Centre

Quick Start GuideP/N 300-004-624

REV A02

IT Process Centre Quick Start Guide2

Copyright © 2006 - 2007 Savvion Corporation. All rights reserved.

Published October, 2007

EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.

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Table of Contents

Chapter 1—An Overview of ITPCITPC Components ........................................................................................................................................5ITPC User Types ..........................................................................................................................................5Using ITPC to Develop Applications.............................................................................................................7Where to Get Help........................................................................................................................................7Your Comments ............................................................................................................................................7

Chapter 2—Installing ITPCITPC Supported Platforms............................................................................................................................8System Requirements ..................................................................................................................................9Software Requirements ..............................................................................................................................10Prerequisites for ITPC Installation ..............................................................................................................10Running the ITPC Installation..................................................................................................................... 11Using the setupSBM Database Cleaning Utility ......................................................................................... 11Uninstalling ITPC........................................................................................................................................12

Chapter 3—Starting and Logging into ITPCStarting Servers in ITPC .............................................................................................................................13Logging in to ITPC......................................................................................................................................14Stopping ITPC ............................................................................................................................................15

Chapter 4—Creating a ITPC ApplicationCreating the Work Flow in a Process Template..........................................................................................16Defining the Information Flow in a Process Template ................................................................................19Defining Performers in a Process Template ...............................................................................................20Assigning Performers to Activity worksteps................................................................................................20Specifying Workstep Properties..................................................................................................................20Verifying a Process Template File ..............................................................................................................21Saving a Process Template ........................................................................................................................22Running a Simulation .................................................................................................................................22Deploying the Application ...........................................................................................................................22

Chapter 5—Installing ITPC ApplicationsInstalling BizLogic Applications ..................................................................................................................23

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Chapter 6—Working with ITPC ApplicationsManaging Tasks..........................................................................................................................................25

Quick Start Guide 4 Contents

Chapter 1

An Overview of ITPC

EMC is a leading global provider of automated business process management solutions. The company’s flagship product, EMC IT Process Centre (ITPC), is a comprehensive business process management platform, that enables companies to quickly transform their business processes into flexible and manageable Web applications, distributed over intranets, extranets, and the Internet.

ITPC ComponentsITPC is a suite of integrated components that enables you to easily manage your e-business. ITPC consists of the following elements:

• Designers. BPM Studio and Process Modeler provide an integrated development environment for ITPC, where you can design and deploy business processes.

• Portals. Servlet-based portals include the BPM Portal, BizSolo, and Web Services. The BPM Portal provides user interfaces for the Home, Management, and Administration modules.

• Servers. The server side of the client-server network contains the BizLogic server and BizPulse server.

• Repository. The BPM portals and servers use the JDBC driver to connect to a relational database management system that serves as a persistent store for all ITPC data storage needs.

ITPC User TypesThere are four user types within ITPC:

• ITPC Users. Use ITPC applications to coordinate specific business tasks with another department within their company, with another company within their organization, or with a business partner in another organization. The Home module in BPM Portal serves as the primary interface in which ITPC users run ITPC applications.

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• ITPC Managers. ITPC Managers are typically experts in a particular business domain, such as Quality Assurance or Human Resources. The Management Module in BPM Portal serves as the primary ITPC interface for business managers to coordinate and integrate business processes.

• ITPC Administrators. ITPC Administrators are responsible for configuring ITPC components, managing user or group profiles and access control, and installing as well as uninstalling ITPC applications. The Administration module in BPM Portal serves as the primary ITPC interface for ITPC Administrators to administer ITPC applications.

• ITPC Application Developers. ITPC Application Developers are responsible for analyzing business processes and developing interfaces associated with tasks or processes creation. They can use BPM Studio or Process Modeler to define the business process. The resulting process template file is tested, deployed, and run as a ITPC application.

Information on ITPC Documentation

All ITPC user types should refer to the BPM Portal User’s Guide, Tutorial Guide, Terminology Guide and Quick Start Guide.

ITPC Managers should also refer to the BPM Portal Manager’s Guide.

ITPC Administrators should additionally refer to the Installation Guide for issues involving the installing of ITPC and the BPM Portal Administrator’s Guide for configuring ITPC components, managing user or group profiles and access control, and installing as well as uninstalling ITPC applications. Other documentation for ITPC Administrators includes: Troubleshooting Guide for Administrators and BizPulse User’s Guide (for section on BizPulse Admin).

Documentation useful for ITPC Application Developers includes:

• BPM Studio User’s Guide, Application Developer’s Guide, BizSolo User’s Guide, and Process Modeler User’s Guide for business process definition,

• Customization Guide for customization issues,

• API Reference Guide for API documentation,

• BizPulse User’s Guide for information on rules and events,

• BizLogic Developer’s Guide for BizLogic server-related issues,

• Clustering Guide for information on cluster configuration,

• Managed Adapters Guide for information on managed adapters, and

• Web Services Developer’s Guide for Web services issues.

Quick Start Guide 6 ITPC User Types

Using ITPC to Develop ApplicationsThe Quick Start Guide is designed to help you get started building ITPC applications. It outlines the following primary stages in using ITPC:

• Installing ITPC. Summarizes supported platforms and system/software requirements, and how to install and set up ITPC in your machine.

• Starting and Logging into ITPC. Presents the sequence used to start ITPC, and logging in procedures.

• Creating a ITPC Application. Describes how to develop an application, from designing a process template to deploying the application.

• Installing ITPC Applications. Outlines installing, uninstalling, suspending, and publishing applications.

• Working with ITPC Applications. Shows how to manage and execute tasks assigned to you.

Where to Get HelpEMC support, product, and licensing information can be obtained as follows.

Product information — For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at:

http://Powerlink.EMC.com

Technical support — For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account.

Your CommentsComments and suggestions about our product documentation are always welcome.

To provide feedback:

1 Go to: http://Powerlink.EMC.com

2 Click the Feedback link.

Quick Start Guide 7 Using ITPC to Develop Applications

Chapter 2

Installing ITPC

EMC provides an intuitive Installer wizard that enables you to easily install EMC IT Process Centre (ITPC). The Installer wizard uses an InstallShield® MultiPlatform 5.0.1 for Windows and UNIX operating systems. ITPC is delivered on a CD-ROM containing documentation and software that you may access from the CD-ROM prior to installing ITPC. User guides are in PDF format, and JavaDocs are in HTML format.

Consult with your local system administrator for specific information concerning certain Microsoft Windows and Sun Solaris (UNIX) operating system settings and database issues including those related to user management policy, Web server configuration, and TCP port numbers. You will need administration privileges on your machine to install ITPC.

ITPC Supported PlatformsITPC 2.1 has been extensively tested on the platforms, tools, and applications listed in the following table:

Table 1 ITPC Supported Platforms

Category SoftwareApplication servers Pramati Server 4.1 SP4 (embedded in ITPC)

Operating systems Microsoft Windows 2000 Professional/Advanced with SP 4

Microsoft Windows Server 2003 Standard/Enterprise

Microsoft Windows XP SP2 (for Browser, Process Modeler, and BPM Studio only)

Sun Solaris 9/10 (Only supports Solaris SPARC. BPM Studio and Process Modeler only supported on Windows)

Redhat Enterprise Linux AS 3.0

Browsers Internet Explorer (IE) 6.0 SP1 (Requires Java plugin JDK 1.4.2; only supported on Windows; needs to disable MS JVM)

Mozilla FireFox 1.0.7 (Requires Java plugin JDK 1.4.2)

Java Technology (J2EE) Java Development Kit J2SDK 1.4

J2EE 1.3/1.4 (including JDBC 2.0, EJB 2.0, JCA 2.0, JSP 1.2, Servlet 2.3, JTA 1.0.1, JMS 1.0.1/1.0.2, JNDI 1.2, Java RMI 1.0, RMI/IIOP 1.0, JAAS 1.0, JavaMail, JAXP 1.1). Specific service information depends on your application server.

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System RequirementsThe following table describes the minimum and recommended requirements for installing and running ITPC 2.1 on Windows and UNIX:

Database / JDBC Oracle 9i and 10g, with Oracle JDBC thin driver

Microsoft SQL Server 2000 SP4

IBM DB2 8.2.x (Windows 2000 SP4 or IBM AIX)

Sybase 12.5.2 (Windows 2000 SP4, Solaris 9/10, or Redhat Linux AS 3.0)

SMTP-compatible mail servers

Sendmail (UNIX)

Exchange or IMAP compatible (Windows)

User management ITPC Realm (File-based) and ITPC Realm (DB-based)

JDBC (Database based) authentication on all platforms

Microsoft Active directory on Windows 2000 and Windows Server 2003

Sun Java System Directory Server 5.2 on Windows 2000 or Solaris 9/10

Novell eDirectory Server 8.7.3

External Realm support on Windows 2000 or IBM AIX 5.2/5.3

Table 2 System Requirements

Equipment Minimum RecommendedProcessor Pentium IV 1GHz or

UltraSPARC-III 900 MHzDual CPU Pentium IV 1GHz & up or Dual CPU UltraSPARC-III 900 MHz and up

Memorya

a. Please set your virtual memory setting to at least twice the recommended memory setting of your hardware memory. You must restart your machine to set the virtual memory. Please see your System Administrator if you require more as-sistance in setting virtual memory.

2 GB RAM 2 GB RAM and up

Free disk spaceb

b. For installing ITPC on a FAT partition, we recommend you have at least 2000MB of free disk space. On NTFS or FAT 32, we recommend at least 1000MB of free disk space.

1 GB 1 GB and up. Depending on the application server you are using, you may need additional free disk space.

Peripherals CD-ROM CD-ROM

Table 1 ITPC Supported Platforms

Category Software

Quick Start Guide 9 System Requirements

Software RequirementsThe following table lists software that must be installed on your system before you install ITPC 2.1. If the required software is not already installed on your system, install them in the order listed.

Prerequisites for ITPC InstallationBefore installing ITPC, verify that the prerequisite software has been installed correctly. Consult the following table to verify proper installation:

For information on preparing your database, see Preparing Your Database for ITPC in Chapter 2 of the Installation Guide.

Table 3 Software Requirements

Software NotesApplication servers Pramati Server 4.1 SP4 (embedded in ITPC)

Microsoft Internet Explorer 6.0+orMozilla FireFox 1.0.7

Microsoft Internet Explorer only supported on Windows. You need to disable MS JVM. Both browsers require Java plugin (JDK 1.4.2). On Mozilla FireFox, use the contributed build by SUN for Solaris.

Oracle 9i and 10g

orMicrosoft SQL Server 2000 SP4

orIBM DB2 8.2.x

orSybase 12.5.2

Before you install ITPC, have the database up and running.If you are running an OCI driver, you must install the Oracle client on the machine where ITPC is installed. For the thin driver, the Oracle client is not required.

Use MS Windows 2000 Professional/Advanced with SP4 or MS Windows Server 2003 Standard/Enterprise. Both case-sensitive and case-insensitive instances are supported.

Use MS Windows 2000 Professional/Advanced with SP4 or AIX 5.2/5.3.

Use MS Windows 2000 Professional/Advanced with SP4, Solaris 9/10, or Redhat Linux AS 3.0. Both case-sensitive and case-insensitive instances are supported.

Java Development Kit J2SDK 1.4 and J2EE 1.3/1.4.

JDBC Driver For Oracle 9i/10g: JDBC thin driver in classes12_01.zip and classes12_9i.zip files

For MS SQL Server 2000: SQL Server 2000 JDBC Driver

For IBM DB2: DB2 JDBC Universal Driver

For Sybase: jConnect 5.5

Table 4 Software Prerequisites Checklist

Software Verify that...J2SDK ... the JDK\bin directory is in the system environment path.

Application server ... the selected application server is intact and that you are able to run it.

Database and JDBC driver

... you have an account and can access the database server. See Using the setupSBM Database Cleaning Utility on page 11 for information on how to clean the database.

Quick Start Guide 10 Software Requirements

Running the ITPC InstallationInsert the ITPC Installation CD into the CD drive to start the installation process.

Inserting the Installation CD launches the Installer wizard, which provides options that enable you to install ITPC on your machine. After selecting an installation option, you must enter data in a series of dialog windows to correctly install and configure ITPC.

The Installer wizard provides default values, which, if you accept them, result in a standard installation. Where appropriate, the Installer wizard prompts you for confirmation before initiating important actions.

For more information, see Installing ITPC in Chapter 3 of the Installation Guide.

A Success message is displayed after the Installer wizard has successfully completed. Click Finish to exit the Installer wizard.

Using the setupSBM Database Cleaning UtilityAfter installing ITPC, use the setupSBM utility to create ITPC system tables (database tables), and to remove and redefine all previous database tables.

IMPORTANT! Stop all ITPC components before running setupSBM or ITPC may become inoperable.

To apply the setupSBM utility to all components, run the following command from the ITPC_HOME\bin directory:

setupSBM -c ALL -u [UserName]-p [password]

Note: Since UNIX is case-sensitive, enter the setupSBM utility in the case shown above. You may use either upper case or lower case in Windows.

ALL includes all of the following components: BizPulse, BizLogic, User Management, and Access Control Management (ACL Manager).

For UserName and password, enter a user name and password (this document assumes “ebms” is your default user name and password), which grants users all the default permissions of ITPC. A new user is created with a specified password for JDBC Realm. Because ITPC does not modify the LDAP repository, verify that the user exists in the LDAP before assigning a user name.

After executing this command, you are asked to confirm your decision to proceed with the cleanup operation. To continue, type y and press Enter to proceed with the cleanup operation. The setupSBM utility is completed when the message, “ITPC database setup has been completed successfully”, appears.

Note: To execute the setupSBM utility without any user intervention, append the -yes parameter to the above command.

Quick Start Guide 11 Running the ITPC Installation

Uninstalling ITPCTo uninstall ITPC, go to Start > Programs > EMC > ITPC 2.1 > Uninstall ITPC and use the Uninstaller Wizard to manually remove ITPC. The Uninstaller wizard does not provide support for module level uninstalling. The Uninstaller uninstalls all modules, regardless of the initial Setup Type of installation.

Additional Uninstalling Procedures

The Uninstall procedure does not completely remove all previously installed ITPC data. You may have to manually remove certain files and folders to ensure that all previously installed ITPC data is removed. For more information, see Uninstalling ITPC in the Installation Guide.

Quick Start Guide 12 Uninstalling ITPC

Chapter 3

Starting and Logging into ITPC

Starting Servers in ITPCTo start ITPC using Pramati as your application server, you must start the servers in the following sequence: EJB Server, Portal Server, and finally ITPC Servers.

Starting Servers in Windows

1. For Pramati application servers, first start the EJB server by selecting: Start > Programs > EMC > ITPC 2.1 > Start Servers > EJB Server.

2. Start the Portal server by selecting: Start > Programs > EMC > ITPC 2.1 > Start Servers > Portal Server.

3. Start the ITPC servers by selecting: Start > Programs > EMC > ITPC 2.1 > Start Servers > ITPC Servers. Enter your user name and password in the pop-up window.

4. Launch ITPC by selecting: Start > Programs > EMC > ITPC 2.1 > Login to BPM Portal.

Note: Starting the ITPC servers is not necessary if you are using only the Designer components for developing applications.

Starting Servers in UNIX

To start ITPC in UNIX with Pramati as your application server, start the servers in the following sequence: EJB server, Portal server, and then ITPC servers. For information on commands for ITPC installation on UNIX, see the Installation Guide.

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If your system supports X-Windows server, then make sure that the DISPLAY environment variable is set properly in the shell where the portal server starts from. Enter setenv DISPLAY <machine_name>:<number> to set the environment variable before starting the servers. However, if your system does not support X-Windows server, and if the DISPLAY variable is not set for it, then you should modify the startPortalServer.sh and add the property -Djava.awt.headless=true as shown in the following example, to start the portal server in headless mode.

VM_ARGS=$JAVA_OPTIONS" -Djava.awt.headless=true ..."

Make sure the server processes do not exit when you logout or disconnect.

Logging in to ITPCAfter starting the servers, log in to ITPC by performing the following procedures.

1. To log in to BPM Portal, select:

Start > Programs > EMC > ITPC 2.1 > Login to BPM Portal.

Note: If you are using a client machine, login to ITPC by entering http://machine_name.domain_name:port_number/sbm/login.jsp in your browser.

The BPM Portal Login page appears (see the following figure). Figure 1 BPM Portal Login Page

2. Type your User name and Password (for example, ‘ebms’ and ‘ebms’), and click Login.

The BPM Portal displays the Home : Tasks page of the Home module. In this page, you can execute your assigned tasks and perform other operations. For more information, see Managing Tasks on page 25.

From this page, you can navigate to the Administration or Management modules, assuming you have the proper authorizations and permissions. For more information on access control, see the BPM Portal Administrator’s Guide.

Quick Start Guide 14 Logging in to ITPC

Stopping ITPCTo stop ITPC in Windows and UNIX operating systems, you must reverse the sequence of servers, that you followed while starting the servers.

Stop the servers in Windows by the following methods:

1. In the BPM Portal, click the Logout link in the Navigation bar, which returns you to the Login page. Click the Close button or select File > Close to exit BPM Portal.

2. Stop the ITPC servers by selecting: Start > Programs > EMC > ITPC 2.1 > Stop Servers > ITPC Servers; or run the stopSBM from the command line.

3. Stop the Portal server by selecting: Start > Programs > EMC > ITPC 2.1 > Stop Servers > Portal Server.

4. Stop the EJB (or application) server by selecting: Start > Programs > EMC > ITPC 2.1 > Stop Servers > EJB server.

You are prompted to press a key to initiate the stopping process. Open the Start Portal Server command window and wait until another key prompt appears, completing the stopping process. This procedure may take some time, depending on the number of applications you have installed and your machine’s configuration.

To stop ITPC in UNIX, execute specific commands for each application server. These commands are presented in the “Stopping Servers in UNIX” section of the Installation Guide.

Quick Start Guide 15 Stopping ITPC

Chapter 4

Creating a ITPC Application

This chapter guides you through the stages of using BPM Studio to develop a ITPC application. For more information, please refer to the BPM Studio User’s Guide. You can also create ITPC applications by using Process Modeler to create models of business processes and run process simulations. For more information, see the Process Modeler User’s Guide.

Creating the Work Flow in a Process TemplateThe first step in developing a ITPC application is to define a process template, or a model of the business flow of a process. Use the features available in BPM Studio to insert worksteps and other components in the content pane, as described in the following steps:

1. Click the New icon ( ) in the toolbar or from the File menu, click New > Project, opening the New Project wizard, which assists you in defining a new process template, including all paths and process properties.

2. In Step 1 of the New Project wizard, expand ITPC Wizards and then click Bizlogic Application. Click Next.

3. In Step 2 of the wizard, type a name for the application in the Application name box. The wizard fills in the remaining boxes automatically. Verify that all path names are correct. You can click also the ellipsis button ( ) to the right of the Template box to go to the Process Repository or use an existing file as a template for your new process. Click Next.

4. Define properties of the new process in Step 3 of the wizard. The wizard automatically assigns the name entered in the Application name box as the Process name, but you can revise the name for the process in the Process name box. You can also change the default login name of the Manager of the application.

5. Type relevant information, if required, in the Description, Category, Version, Author, and Group boxes.

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6. To indicate the expected duration of the process, click the ellipsis button ( ) to the right of the Duration box, launching the Duration dialog box, where you can enter duration values. Options are: minutes, hours, and days. Click OK to return to the wizard.

Notes: The Process name and Manager boxes cannot be kept blank. For more information on setting other process properties, see Defining Process Properties in Chapter 5 of BPM Studio User’s Guide.

7. Click Finish to complete the New Application Wizard. If you did not use the Template dialog box, BPM Studio opens to a process template file with a <application_name>.spt extension where <application_name> is the application name specified in Step 2 of the wizard and a blank content pane (see the following figure). If you used the Template dialog box, the process you selected as a template appears in the content pane.

Figure 2 New Process Template with Blank Content pane

8. Use the Shapes provided in the Tasks pane to construct the work flow of your application. For this demonstration, you will create a basic process template that models the assignment and completion of a task. The process template consists of a Start workstep, three Activity worksteps, and an End workstep.

9. To begin, select the Start shape ( ) icon in the Tasks pane, and drag it into the content pane.

Basic palette

Tasks pane

Content pane

Content pane tabs

Quick Start Guide 17 Creating the Work Flow in a Process Template

10. Select the Activity workstep and End workstep icons in the Tasks pane, and drag them into the content pane to continue the process template development (see the following figure)

Figure 3 Creating Worksteps in a Process Template

11. Reposition and resize the worksteps, as necessary, using the Select tool ( ).

12. Connect the worksteps using the Connect tool ( ).

13. Use the Panning tool ( ) to click your cursor anywhere in the Content pane and drag the cursor in the desired direction.

Drag any Shape icon into the content pane.

Click the Connect tool, then drag a connector from a blue connection point of one workstep to another.

Click and dragorange points to

resize worksteps.

Quick Start Guide 18 Creating the Work Flow in a Process Template

The basic process template is shown below. The work flow begins in the Start workstep, moves to the Activity1 workstep, and then to the Activity2 and Activity3 worksteps, before completing the process.

Figure 4 Basic Process Template

Defining the Information Flow in a Process TemplateITPC manages information flow by using dataslots. Dataslots are global variables in ITPC processes, enabling the application to support the information flow across worksteps. Typically, a dataslot is defined as the output of one workstep and the input of the successor workstep. Information—in this case, the value of the dataslot—is therefore passed from the first workstep to the successor workstep.

Click the Dataslots content pane tab to review dataslots contained in the process template. If you are adding a new process template, only predefined system dataslots are listed. If you are modifying an existing process template, the predefined dataslots, as well as dataslots that application developers have created for this process template, are listed.

In the Dataslots page, you can:

1. Review the existing process dataslots. Process dataslots listed here are available as Inputs or Outputs in all of the application’s process instances.

2. Click Add to add a new user-defined dataslot to the process.

3. Click Modify to modify a selected process dataslot. You cannot modify predefined system dataslots.

4. Click Remove to delete the selected dataslot. You cannot delete predefined system dataslots.

Quick Start Guide 19 Defining the Information Flow in a Process Template

Note: For more information on dataslots, see Using Dataslots in BPM Studio in Chapter 6 of the BPM Studio User’s Guide.

Defining Performers in a Process TemplateYou can define performers for a process by clicking the Performers content pane tab of the BPM Studio interface, opening the Performer Pool, a table containing all the performers used in the process template. The Performer Pool contains columns indicating the name and type of performer. Performer types in the Designers include human performers (Users), Adapters, and Subprocesses. You can assign any performer in the Performer pool to a workstep by selecting one from the list. The Performer Pool stores all defined performers, irrespective of whether they are assigned to a workstep in the process or not.

Note: For more information on performers and swim lanes, see Defining Performers in BPM Studio in Chapter 7 of the BPM Studio User’s Guide.

Assigning Performers to Activity workstepsWhen you drag an Activity shape from the Task pane into the Content pane, you create an activity without any assigned performer. To assign a performer to the activity workstep:

1. Click the Performers link in the Tasks pane.

2. To assign a human performer (user) to the activity, expand the “Users” performer type and drag the performer from the Tasks pane to the activity.

Note: For more information on assigning other performer types, see Defining Performers for Activity Shapes in Chapter 8 of the BPM Studio User’s Guide.

Specifying Workstep PropertiesWorksteps define the flow of business process in a process template. Each process template must have one Start workstep, one or more intermediate worksteps, and one or more End worksteps, with the worksteps connected by connectors.

Double-click a workstep (or right-click it and select Properties) to open its Properties dialog box. As shown in Figure 5, the Properties dialog box contains a Name box and the General, Fields, Advanced, and Simulation tabs.

Use the General tab to define the general properties of a workstep:

Quick Start Guide 20 Defining Performers in a Process Template

1. Identify the workstep by typing a name in the Name box. The workstep name appears in the process template diagram. Workstep names cannot contain characters invalid while creating a file or folder in Windows operating system (example, /, \, *, “, <, >, :, ?).BPM Studio assigns each workstep a default name; for example, the first Activity workstep added to a process template is displayed as Activity 1. You can replace the default name with a more descriptive name, example, DoTask in the Name box for the workstep.

Figure 5 Workstep Properties Dialog Box

2. Type the label of the workstep in the Label box. The label will be displayed in your browser. Select the priority of the workstep and other properties.

3. Use the Fields tab to assign dataslots that control the information flow between worksteps.

4. Use the Advanced tab to define advanced properties such as defining the page’s format, executing script on activation or at another stage of the workstep; creating a rollback point from which the work flow will be restarted in the event of a system crash; or establishing overdue procedures.

5. Use the Simulation tab to run a simulation of the workstep.

Note: For more information on specifying workstep properties, see Chapter 8 in BPM Studio User’s Guide.

Verifying a Process Template FileWhen you have completed designing the new process template, verify the process template diagram to check for missing items and properties during development.

To verify the process template:

1. Right-click in a blank part of the content pane, then click Check Diagram from the pop-up menu.

Quick Start Guide 21 Verifying a Process Template File

2. If your application is missing key elements (example, the name of the process template, a Start workstep or at least one End workstep), BPM Studio prompts you to edit or make additions to the process diagram, and a message listing the missing items appears in the Messages pane.

3. If the process template is verified, a “Diagram is complete” message appears. Click OK to complete verification of the process template.

Saving a Process TemplateAfter you have created or modified a process template, click Save from the File menu or click the Save icon ( ) to load and save the process template as SPT files. You can also save a process template to a central repository by clicking File > Save to Repository.

Running a SimulationDuring the final stages of designing your application, use the ITPC simulation engine to simulate the process flow before deploying, in order to quickly test a process or workstep for design flaws, bottlenecks, time interval randomization and cost of quantitative resources. For more information, see Chapter 10 in BPM Studio User’s Guide or Chapter 6 in Process Modeler User’s Guide.

Deploying the ApplicationAfter defining and saving the process template, you can deploy the application to the ITPC_HOME\ebmsapps directory and it is displayed as a BizLogic application under the Applications menu in the Administration module of BPM Portal. You can deploy the application using the Deployment Wizard. To access the Deployment Wizard in BPM Studio, click Project > Deploy. For more information, see Chapter 5 in BPM Studio User’s Guide.

Quick Start Guide 22 Saving a Process Template

Chapter 5

Installing ITPC Applications

Once a user or application developer defines a process template in BPM Studio or Process Modeler and deploys the application, a user authorized to act as an administrator can install it as an application through the Administration module of the BPM Portal. ITPC provides a series of user interfaces in the Applications menu under the Administration module of BPM Portal that enables a user with Administrator permissions to install ITPC applications, as well as uninstall, suspend, or resume applications, and publish them as Web services.

Installing BizLogic ApplicationsTo install one or more BizLogic applications:

1. Open the Applications menu under the Administration module in BPM Portal and select BizLogic. ITPC displays the BizLogic Applications page (see the Figure 6 on page 24), which lists all current BizLogic applications. This list includes any applications that have been designed in BPM Studio and saved, but have not yet been installed; that is, applications with an Uninstalled status.

2. Select the check box associated with the BizLogic application you want to install from the list, and click Install. Select the check box in the heading to install all the listed applications.

ITPC installs the selected application.

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Figure 6 BizLogic Applications Page

To uninstall one or more BizLogic applications:

1. Referring to the figure above, select the check box associated with any BizLogic applications you want to uninstall, and click Uninstall. Select the check box in the heading to uninstall all the listed BizLogic applications.

2. As an option, select the Force Uninstall check box when uninstalling a BizLogic application to remove any active process instances first and then the application.

ITPC uninstalls the selected application.

You can also select the check box associated with a BizLogic application and:

• Click Suspend to suspend an installed application. You may want to suspend an installed application if, for example, you are phasing out an outdated application, Assign_A_Task_ver4_V1, and installing a new application, Assign_A_Task_ver4_V2. By suspending Assign_A_Task_ver4_V1, you enable its existing process instances to remain for users to complete uninterrupted, while only new process instances may be started in Assign_A_Task_ver4_V2.

• Click Resume to resume a suspended application. You may resume a suspended application if, for example, you made changes to the template of Assign_A_Task_ver4_V1 and you would like to resume the application.

• Click Publish to publish an installed BizLogic application as a Web Service. Click Unpublish to unpublish a published BizLogic Web Services application.

Note: For more information on managing BizLogic applications as well as BizSolo applications, see the BPM Portal Administrator’s Guide.

Quick Start Guide 24 Installing BizLogic Applications

Chapter 6

Working with ITPC Applications

Click Home in the BPM Portal to launch several Web tabbed pages, where you can view and execute your tasks, as well as manage applications and update your personal user information.

Managing Tasks By default, the Home module in the BPM Portal opens to the Task List page, which displays information about each task (see the following figure). Use the Task List page to manage your tasks.

Figure 7 Task List Page

To filter and sort tasks, ITPC provides a basic Filter Bar where you can filter tasks (see Figure 7), enabling you to display only those tasks in which you are interested.

Click the task link to enter or update task information.

Basic Filter Bar

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To enter search criteria to find specified tasks:

1. Open the Task List page and select an option from the drop-down lists in the basic Filter Bar.

2. Select previously defined Filters from the Filter drop-down list.

3. Click Go to display the filtered tasks.

To perform your tasks:

1. Initiate the process of performing a task by clicking the Task link on the Task List page, which opens the Task Details page for the selected task (see the following figure).

Figure 8 Task Details Page

2. Review the task details displayed, and enter new data or update existing data, as required.

3. Click Complete. ITPC updates the information and marks the task as completed. Click Save to update the task information, but not mark the task as completed. The task remains in your Task List. Other command buttons may include: Reset, which removes any unsaved data and returns you to the Task page’s original settings; Cancel, which removes any unsaved data and exits the Task page; and Reassign, which enables you to assign the task to another user entered in the text field.

For more information about working with other features in the Home module, example, working with applications and defining your user profile, see the BPM Portal User’s Guide.

Quick Start Guide 26 Managing Tasks