Upload
sambamurthy-rachapudi
View
53
Download
1
Tags:
Embed Size (px)
DESCRIPTION
ESU Oracle Workflow Chetan
Citation preview
Oracle Workflow
ES University
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 2
Course Contents
• What is Oracle Workflow
• Components of Oracle Workflow
• Setting up Oracle Workflow
• Access and Protection Levels
• Workflow Builder
• Creating Process Definition in Workflow Builder
• Predefined Workflow Activities
• Workflow Homepage
• Workflow Monitor
• Workflow Engine and APIs
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 3
Session Plan
•What is Oracle Workflow
•Components of Oracle Workflow
•Setting up Oracle Workflow
•Access and Protection Levels
•Workflow Builder
•Creating Process Definition in Workflow Builder
•Predefined Workflow Activities
•Workflow Homepage
•Workflow Monitor
•Workflow Engine and APIs
•Examples of Workflows customized
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 4
What is not covered?
• Syntax of Workflow functions and packages
• Details about the predefined workflow Activities
• Workflow API details
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 5
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 6
• Oracle Workflow Builder needs to be installed on a PC that has Oracle Net 8 client
• Oracle Workflow Engine needs Oracle WebDB 2.0 or higher, Oracle Web Applications Server 3.0.1 or higher or Oracle Applications Server 4.0.7 or higher to be previously installed.
• Notification System requires an application capable of sending emails, like Unix Sendmail. For sending mails with HTML attachments, the email application should support HTML attachments. For viewing HTML attachments, a Web Browser is required that supports frames and java script.
• Workflow Definitions Loader
• Web Notifications and Workflow Monitoring tools require Oracle WebDB/Applications Server to be installed first. To view notifications, we require a Web Browser that supports Java scripts and Frames. The Workflow monitor requires a Web Browser.
Components
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 7
What is workflow used for?
• Oracle Workflow delivers a complete workflow management system that supports business process based integration.
• Its technology enables – modeling, automation, and continuous improvement of business processes– routing information of any type according to user–defined business rules– Delivering electronic Notifications
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 8
Major Features and Definitions
• Oracle Workflow Builder– Oracle Workflow Builder is a graphical tool that lets you create, view, or
modify a business process with simple drag and drop operations. Using the Workflow Builder, you can create and modify all workflow objects, including activities, item types, and messages.
• Workflow Engine– The Workflow Engine embedded in the Oracle database server implements
process definitions at runtime. The Workflow Engine monitors workflow states and coordinates the routing of activities for a process.
• Workflow Definitions Loader– The Workflow Definitions Loader is a utility program that moves workflow
definitions between database and corresponding flat file representations.
• Electronic Notifications– Oracle Workflow lets you include users in your workflows to handle
activities that cannot be automated, such as approvals for requisitions or sales orders. The Notification System sends notifications to and processes responses from users in a workflow. Electronic notifications are routed to a role, which can be an individual user or a group of users. Any user associated with that role can act on the notification.
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 9
Major Features and Definitions
• Electronic Mail Integration– Electronic mail (e–mail) users can receive notifications of outstanding work
items and can respond to those notifications using their e–mail application of choice.
• Monitoring and Administration– Workflow administrators and users can view the progress of a work item in
a workflow process by connecting to the Workflow Monitor using a standard Web browser that supports Java.
– The Workflow monitor displays an annotated view of the process diagram for a particular instance of a workflow process, so that users can get a
– graphical depiction of their work item status. – The Workflow Monitor also displays a separate status summary for the work
item, the process, and each activity in the process.
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 10
Architecture
Copyright Oracle Corporation, 2000. All rights reserved.®
RolesUsers
Directory Services
Notification Services
Send
Respond
Forward
Cancel
Query
Oracle Workflow Enabled Application
Oracle Server
Engine
Execution
Definition
Administration
Monitoring
Query
WorkflowBuilder
WorkflowLoader
WorkflowDefinition
Files
WorkflowDevelopment
Client
OracleApplication
Serveror
WebDB
NotificationMailer
ApplicationServer
WebNotification
Worklist
WebProcessMonitor
WebAnalysis
Tools
End-UserClient
MailApplications
Workflow ArchitectureWorkflow Architecture
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 11
Workflow Architecture
Notification Worklist
Process
Monitor
Mail Applications
Workflow end User Client
Workflow Builder
Workflow Loader
Workflow Definitions File
Workflow Development Client
Directory Services
Notification Services
Workflow Engine
Oracle Server
Users Roles
Send, Respond, Forward, Cancel,
Query
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 12
• Access protection feature comprises on the access level, protection level and customization level.
• Every user of Workflow is required to work at a certain access level, which can be set from Help about Workflow Builder.
• The access tab of items in the builder have two check boxes, viz.
– Preserve Customization • Disallow customized objects from begin overwritten during a workflow
definition upgrade
– Lock at this Access Level• Protect the object at the current access level and do not allow the object to be
customized.
Access Level and Protection Levels
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 13
Access Level and Protection Levels
Preserve Lock at Meaning
Customization this Access Level
No No Any user can modify
Yes No User with access level >= current access level can modify
No Yes User with access level <= current access level can modify
Yes Yes User with access level = current access level can
modify
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 14
Workflow Builder
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 15
Workflow Builder
• Attributes—lists the attributes for the current item type. Item type attributes describe features of an item type. For example, if an item type is a purchase order requisition, then an item type attribute can be the requisition amount or the requisition ID
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 16
• Processes—lists the process activities or workflow process definitions for the current item type
Workflow Builder
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 17
• Notifications—lists the notification activities associated with the current item type. A notification activity sends a message to a user or role. The message may prompt for a response or may simply provide information.
Workflow Builder
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 18
Workflow Builder
• Functions—lists the function activities associated with the current item type. A function activity represents a PL/SQL stored procedure that the Workflow Engine executes automatically.
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 19
Workflow Builder
• Messages—lists the messages that a notification activity associated with the current item type can send to a user or role. A message can have message attributes associated with it.
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 20
Workflow Builder
• Lookup Types—lists the lookup types associated with the current item type. A lookup type has one or more values called lookup codes associated with it. A lookup type is a list of values that can be referenced by a message, or by a notification, function, or process as its possible result type.
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 21
Creating process definition in Oracle Workflow
• Process comprises of various activities and transitions between the various activities
• Top Down Approach• Bottom Up Approach• Opening and Saving Item Types• Quick Start Wizard
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 22
Predefined Workflow Activities
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 23
Predefined Workflow Activities
• And• Or • Compare Date• Compare Number• Compare Text• Compare Execution Time• Wait Activity• Block Activity• Defer Thread Activity• Launch Process Activity• Noop Activity• Loop Counter Activity• Start Activity• End Activity• Role Resolution Activity• Notify Activity• Vote Yes/No Activity• Wait for Flow Activity• Continue Flow Activity• Assign Activity• Get Monitor URL Activity• Retry Only Process
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 24
Predefined Workflow Activities
• Concurrent Manager Standard Activities Execute Concurrent Program Activity Submit Concurrent Program Activity Wait For Concurrent Program Activity
• Error Process (Item Type: System: Error) Default Error Process Retry Only Process
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 25
Workflow Homepage
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 26
Workflow Homepage
• Displays list of notifications in a user’s work list• Displays Find Notifications link to display notifications that match specific criteria• Displays the Find Processes to display process instances that match specific
criteria• Displays the Notification Rules link to display the automatic notification routing
rules. The ADMIN user can also specify the rules for specified roles.• Displays link to set User preferences• Displays link to set Global preferences (*)• Displays the Document Node link to specify the DMS that Workflow needs to
integrate with (*)• Displays the Item Type Definition Link to show the item type definitions• Displays the Launch Process Link to launch a process to test a specific workflow
process.(*)• (*) These are displayed only if the user logged in has Workflow ADMIN privileges
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 27
Workflow Monitor Page
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 28
Workflow Monitor Page
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 29
Workflow Engine
• Implemented in server side PL/SQL
• Manages all automated aspects of a workflow process.
• Can be setup as background tasks to take care of activities that have higher cost.
• Manages state of all activities for an item
• Executes functions either immediately or as a background process
• Sends notifications
• Does error processing
• Looping
• Versioning of some activities like notifications, processes
• Post Notification Functions
• Forced Synchronous Processes
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 30
Other Features
• Workflow APIs Oracle Workflow supplies a list of public PL/SQL procedures and functions
that you can use to set up a workflow process. They are grouped within the following packages:
WF_ENGINE WF_CORE WF_PURGE WF_DIRECTORY WF_PREF WF_MONITOR WF_QUEUE FND_DOCUMENT_MANAGEMENT WF_NOTIFICATIONS Some commonly used APIs are:
• – WF_ENGINE.CreateProcess• – WF_ENGINE.StartProcess• – WF_ENGINE.GetItemAttribute• – WF_ENGINE.SetItemAttribute• – WF_ENGINE.GetActivityAttribute
• Workflow Admin Scripts
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 31
Workflow Customizations – Examples
• Order Management: OM Order Line
• Account Generators – Project Supplier Invoice Account Generator Project Expense Report PO Account Generator PO Requisition Account Generator FA Account Generator
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 32
Summary
• What is Oracle Workflow
• Components of Oracle Workflow
• Setting up Oracle Workflow
• Access and Protection Levels
• Workflow Builder
• Creating Process Definition in Workflow Builder
• Predefined Workflow Activities
• Workflow Homepage
• Workflow Monitor
• Workflow Engine and APIs
• Examples of Workflows customized for Emerson Process Management
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 33
References
• Oracle Workflow User Guide, Release 11i, Jan 2000 – by Oracle Corporation
ESU/CRS/ESU-DB12/003 Ver 1.0 Slide 34
Thank You!