IBM Business Process Management What’s New in IBM BPM v8.5 A Technical Overview IBM Business Process Manager 8.5 Version 1.1 Paul Pacholski IBM Canada

IBM Business Process Management

What’s New in IBM BPM v8.5 A Technical Overview

IBM Business Process Manager 8.5

Version 1.1

Paul PacholskiIBM Canada Toronto Laboratory

© 2013 IBM Corporation2

Key New Capabilities in IBM BPM 8.5

1. Simplified IBM BPM installation, configuration, and administration reduces time and effort to setup, manage, and expand IBM BPM

2. Improved business process outcomes by significantly enhanced support for out-of-the box and custom dashboards

3. New, internal document repository to consistently store document attachments, both internally and externally, using CMIS

4. Enhanced collaboration, communications, and change tracking between Blueworks Live and Process Designer

5. Enhanced Web Services security and SOAP header support in the IBM BPM standard runtime

6. Included entitlement for IBM Worklight Enterprise Edition Environment accelerates developing IBM BPM applications on mobile devices


IBM BPM Statement of Environment

Process Portal

Process Designer and Process Center

Process Server

Installation, Configuration and Migration

Integration Designer

Mobile

Business Monitor

Agenda



• Details – See IBM Support Portal– IBM BPM Advanced:

• http://www-01.ibm.com/support/docview.wss?uid=swg27023005– IBM Integration Designer

• http://www-01.ibm.com/support/docview.wss?uid=swg27022441

Above link show all the detailsExample: Supported Databases

http://www-01.ibm.com/support/docview.wss?uid=swg27023005






IBM BPM Statement of Environment Highlights

• Process Server and Process Center based on WAS 8.5.0.2• Integration Designer based on RAD 8.5.1 and eclipse 3.6.2• Integration Designer now supports 64 bit • Support for Oracle RAC in active/active configuration (as of

8.0.1.1)• Coaches now use and support Dojo 1.8.3

• IBM Business Process Manager for Microsoft Office Add-On and IBM Business Process Manager for Microsoft SharePoint Add-On are not supported – http://www-01.ibm.com/support/docview.wss?uid=swg21631699

• IE V8 is deprecated and in some cases not supported




• Process Instances view has been replaced with a Dashboard based view. For IE8 users, the pre-8.5 version of the Process Instances view is used.

• The new Dashboard Controls are not supported on IE8 • The new OOTB Dashboards (Process Performance and Team

Performance) are not supported on IE8

IE V8 Differences and Limitations



Process Portal


Process Server



Mobile

Business Monitor

Agenda


New Social, Actionable Coach-Based Dashboards

• Coach based, out of the box, configurable dashboards – replaces “scoreboards” from previous releases

• Process Owners can view current performance against expectations

• Team Managers can visualize and manage the work of their team

• Participants can see their own task performance measurements

• Take action directly to resolve issues and balance work

• Ability to create custom dashboards using Coach Views – empowering customization and extensibility


Team Performance Dashboard

• Accessible to users (Managers) that belong to tw_managers group and are managers of the teams

• Shows quick overview of a team status (At Risk / Overdue / On Track)• Has a link to explore deeper the team performance• Replaces pre v8.5 My Team Performance dashboards

Link to detailed team peformce page


Team Performance - Overview

• Turnover Rate – shows daily productivity (closed versus new tasks) per hour or per day

• Roster – the Team members and their key personal task completion statistics (assigned and completed tasks)


Team Performance – Team Tasks

• Shows Tasks: All Open, Open Unassigned, Completed• Daily view of the mix of At Risk / Overdue / On Track (colorful bar chars on the right)• Manager can Modify Task’s Due Date and Priority; reassign task to Team or a Team

Member


Team Performance – Reassign Tasks

• Manager can Reassign back to Team or another Team member

Assign to a Team member


Flexible Instance or Task Search

• “Pill Editor” available in all dashboards• Search for instances using “Tracked” business data / Process / Task data –

depending if you search for tasks or instances– i.e. Mortgage Amount and Customer Name (tracked data)

Create a Search “Pill”


Team Performance – Individual Performance

• Shows Team member’s individual statistics• Shows tasks assigned to a particular team member• Show the team member’s Activity stream

Activity Stream for user Paul


Process Performance Dashboard

• Access given to team members of teams set in “Expose Performance Metrics” in Process Designer

• Shows quick overview of Process Status ( At Risk / Overdue / On Track )

• Has a link to explore deeper the process performance• Replaces pre 8.5 Process Performance dashboard

Link to detailed process peformce page


Process Performance – Overview

• Turnover Rate – shows daily productivity (closed versus new instances) per hour or per day

• Instances in Progress – shows either all or what is selected in the pie chart

Click RED to show only Overdue tasks Overdue

tasks only


Process Performance – Tasks (Average Duration)

• Shows average duration of tasks in a process (bar length reflects the duration)• Shows % of occurrence (color saturation) – when decision gates are present not

all tasks are executed 100%• Shows rework – duration and how often task was redone

Rework!

Scroll down fo get here


Process Performance – Timing Intervals (Average Duration)

• Average Duration of Timing Intervals in the process diagram

Process Designer


Process Performance – Diagram

• Shows graphical aggregated view of the process– How many inflight tasks– Broken down by status (At Risk / Overdue / On Track)

• Instances in Progress – shows what is selected in the Tasks Status pane

Click he RED counter to see the Overdue tasks


Process Performance – Gant View

• Shows a predictive view of how (path) and when (completion) a process instance will execute to completion

• Helps to determine whether an instance that is in progress is on track for completion.

• Reworked tasks are indicated by an extra bar on the chart; a bar is added every time that the task is reworked

Instance Due Date

Estimated completion date Today

Drag to change target task duration

Gray means “future“

Chnage instance Due Date


Process Performance – Gant View (Activity Stream)

• See at what point in the process instance execution the Activity Stream was updated and see the Activity Stream Content

• Attachment icon decorations (circles) show when attachment was added

Add to Activity Stream

A point in the pas when somone conributed to the Activity Stream

Open Activity Stream from the past. See only posts up to that point


Process Performance – Gant View (Changing Instance Due Date)

Due Date now far off to the right.Chart is now redrawn


Process Performance – Gant View (Changing Task Due Date)

Drag the orange Bar

BACKWARD

FORWARD


Process Performance – Set Path

• Shows the path that is most commonly taken through the process.• If autotracking is enabled, this path is based on historical data, otherwise the longest (pessimistic) path

through the process instance is displayed (traversed path is shown in blue, the projected path in orange)

• Change the projected path through the instance by Changing the time period on which the historical data is based.

• Create a custom projected path by clicking the Set path icon • Path changes are automatically reflected in the projected path on the Gantt View page

Change projected execution path


Process Performance – Set Path (New Execution Path)

New pojected excution path now includes these two Human Taks


Process Performance – Gant View (New Execution Path)

New pojected excuting path now show these two new Human Taks


Ability to See Who is Logged In

• Useful when reassigning tasks – want to assign task to a user that is logged in• Useful when wanting to collaborate with an expert – want to make sure expert is

logged in

Logged in users are identified by a green dot


Notifications of New Mentions while Away

The orange start indicates all the mentions that Pual has missed.

Aftr logging in, users see how many Mnentions they got since there were logged in last time


Complete BPM Tasks with IBM Connections

• IBM Connections users do not need to switch to Process Portal to complete work

• Users click on stream entry and open the Coaches directly within IBM Connections

• Requires Admin Console and Process Designer (define server) setup

Define IBM Connections Server Specify that you

want to receive notifications


Complete BPM Tasks with IBM Connections

WARNING: Animated Slide. View this slide in Slide Show mode.

Inline task completion


Complete BPM Tasks with IBM Domino Server

• If Process Portal users are using email with an IBM Lotus Domino V9 server, they can complete Process Portal tasks directly from their email notifications– This “inline” feature is not available on earlier version of Lotus Domino server

• BPM sends e-mails when a task is assigned to a user• Users click on the email and open the Coaches directly within notes client

Inline task completion


Configure Process Portal Tabs to Match User’ Role

Ability to hide tabs Saved Serach

Custom Dashboard

This user will only see Mortgage Processing Overview Custom Dashboard

New Tab Orginizer


Work

Team Performance

Process Performance

Saved Searched

Custom Dashboard

Ad-hoc Reports

Scoreboards

Process Portal Tab Organizer Items


Configure Process Portal Tab Order for Groups

• Administrators can configure tab order for all users in a group so that all users see the same dashboards and saved searches in the same order

• To apply the tab order from one user to all users in a selected user group, copy the attribute value from the user and paste it in as the value for a user group.

•

Using Process Admin Console administrators can assine the same Process Portal Display Order assigned to selected users or groups


Copy URL Link

• Copy URLs for inclusion in chat sessions, emails, and documents

Copy the page link



Process Portal


Process Server



Mobile

Business Monitor

Agenda


Process Portal Dashboards Implemented Using Coach Views

• Prior to v8.5 Process Portal could not be modified• In v8.5 Process Portal dashboards were re-built using Coach Views• Process Portal dashboards are three Human Service (BPM_WORK, Process

Performance Team Performance) • Dashboards can now be easily customized and redeployed

New toolkit cotaining building block of dashboards


Dashboards Toolkit

• Contains all that is needed to build the Dashboards: Services, BOs, Coach Views (i.e. the “Pill” Editor CV)

• You can modify and extend the default dashboards • You can also create use the toolkit elements to create

new custom dashboards

19 new dashboard Coach Views

BOs used by CVs and Ajax Services

Default Ajax Data Services


Custom Dashboards

• Custom dashboards are Human Services constructed from the Dashboard CVs

• Must be exposed as “Dashboard”

Expose Human Service as "Dashboard“

Dashboard Human Service: • Coaches;• System Services to feed data to dashboards; • Navigation links for dashboard screen

transitions

Coach composed of Dashboard Coach Views

Dashboard in Process Portal


Caching Service Results

• Prior to v8.5 calling an idempotent service (those whose return value only depends on the input parameters) resulted in executing the logic even though the result was already known from a previous invocation

• In v8.5 you can optionally select to cache the results of an integration service.

• The results are cached according to unique input variable data


New “Web Service” Server Type

• Prior to v8.5 an outbound web service configuration was not reusable• In v8.5 new Web Service Servers type was introduced

– You can reuse the new web service configuration from multiple web service invocations

– You can define different configuration per Environment Type (i.e. Production Server)– You can change Web Service after deployment, different for each Process Server

Web Service configuration parameters can now be changed after deployment

WS configuration per deployment environmnet

Web Service configuration parameters


Reusing Web Service Server Configuration

• When authoring an outbound Web Service you can now specify the Web Service server to reuse configuration parameters

• Then specify the operation and generate types for that operation


WS-I Security Support: Policy Set, Policy BindingOutbound

• Prior to v8.5 BPM Advanced (Integration Designer) or an external integration tool had to be used to invoke an outbound Secure Web Service

• In v8.5 outbound Web Services can use the Client Policy Sets and Policy Bindings defined in WAS Admin Console


WS-I Security Support: Policy Set, Policy BindingInbound

• In v8.5 also inbound Web Services can use the Provider Policy Sets and Policy Bindings defined in WAS Admin Console


Improved and Enhanced SOPA Header Support

• Prior to v8.5 SOAP headers could only be set in outbound Web Service request messages

• In v8.5, SOAP headers are supported– In both request and response messages– In both inbound and outbound Web Service interactions– New SOAPHeaders and SOAPHeader types – Outbound Header tab is now deprecated


New SOAPHeaders and SOAPHeader Types


Inbound WS SOAP Header Usage Example

No explicit settings are reuired in Process Designer to retrieve inbound data from inbound SOAP Headers

Somewhere in the inbound Web Service inplementation need to add a line of code that retrieves the data from the incoming SOAP Header


Outbound WS SOAP Header Usage Example

Define a SOAPHeader variable to format the data you want to place in the SOAP Header in the Web Service you are invoking

As best pracice is to map the data from your variables into the SOAP Heaer in a Service raher than using Default Value

Use the Daat Mapping to move your Private SOAP Heaer variable to the SOAP Header


ExternalCMIS

repository

New Internal IBM BPM Document Store

• Prior to v8.5 only the Coaches NG could only connect to external CMIS-based document stores– Heritage coaches provided built-in support for document attachments, stored

within a local BPM database• v8.5 is introduces a new local document store, providing a consistent

document management for external and internal document stores

IBM BPM 8.5

InternalCMIS

repository

ExternalCMIS

repositoryExternal

CMISrepository


Internal IBM BPM Document Store – Technical Details

• Technically IBM BPM Document Store is– IBM FileNet Content Manager v5.2 (reduced)– IBM CMIS for FileNet Content Manager

• New application IBM_BPM_DocumentStore

• Documents are put into the Process Server database tables LSW_BPD_INSTANCE_DOCUMENTS and LSW_BPD_INSTANCE_DOC_PROPS


Replace Heritage Document Attachment with…

• In v8.5, Heritage Coach Controls and document API (REST, WS, JS) will use the IBM BPM Local Docuent Store

• Existing heritage document attachments are moved to the new IBM BPM Local Document Store– New AdminTask.startDocumentStoreMigration migrates

document attachments from the IBM BPM database to the IBM BPM document store.

– After the migration is complete, you can use either coaches or heritage coaches to work with BPM documents in the IBM BPM document store.

– Documents larger 1 GB are migrated as reference only (APIs, Content Integration steps and coach views can handle these seamlessly at runtime)


Document Search & Event Subscription Lmitations

IBM BPM Document Store Limitations:Event Class: DocumentObject Type: BPM Document AttachmentInclude Subtypes: not applicableEvent Type: limited choice

IBM BPM Document Store Limitatins:Folder not supported (only Documnet)


Document List View Differences

To maintain the same UI approach as Heritage Coaches for IBM BPM Document Store there are specific options for BPM documents:• Display Options• Upload OptionsECM Document use a differet approach where these options are specifed in the retrieveal service


Internal Document Operations Limitations

Outbound ECM Operations Limited to the Following

ECM Operation DescriptionCancel check-out document Reverse the effect of a check-outCheck-in document Check-in the private working copy of a documentCheck-out document Create a private working copy of the documentCreate document Create a document of the specified typeDelete document Delete the specified documentGet all document versions Get the list of all documents in the specified version seriesGet document Get the specified information for the documentGet document content Get the content stream for the specified documentGet type definition Get the definition of the specified folder or documentGet type descendants Get the set of descendant types defined for the specified folder or document typeSearch Execute a CMIS query statement against the contents of the repositorySet document content Set the content stream for the specified document objectUpdate document properties Update properties of the specified document

Inbound ECM Events Limited to the FollowingCheck Out CanceledChecked InChecked OutCreatedDeletedUpdated


Document Management Systems Supported

• Already supported in v8.0.1– IBM FileNet 5.1– IBM Content Manager 8.4.3

• New added support in v8.0.1.1 and in v8.5– Alfresco Community 4.2– Microsoft SharePoint 2010


• In v8.0.x you could only import BPMN files from Process Center

• This created a new ProcessApp every time

• In v8.5 you can import BPMN files into an existing process application

BPMN Import Directly from Process App


Cleanup Unnamed Snapshots

• Every time a Process Designer performs a save, an Unnamed Snapshot is created

• In v8.0.x there was no way to cleanup Unnamed Snapshots

• v8.5 provides ability to remove unnamed snapshots from a Process Center through a wsadmin command.

• Example:

AdminTask.BPMSnapshotCleanup('[-containerAcronym BILLDISP -createdAfterLocal 2012-01-01T00:00:00 -createdBeforeLocal 2012-02-31T21:37:06]')

This command deletes unnamed snapshots based on a time span that falls within a particular time range

•


Snapshot Install Less Prone to Failure

• In v8.0.x install of a Process App to Process Server may fail due to an error that occurs during the transfer of tracking definitions to the Process Server.

• When installs fail, everything rolls back.

• In v8.5 during the install the transfer tracking definitions is now run as a separate transaction – This allows the install to remain at a given state and then when

retried, it picks up after the last step that worked.– This also allows to transfer tracking information as separate

step later on


Recovery from Tracking Definition Transfer Failure

Error message while installing snaphot:„failed to send tracking definitions“

Installation status showing that „failure occured sending tracking definitions“

Post install „Update Tracking Definitions“ in Porcess Server Admin Console


Limit the Target of a Message Event

• New option when authoring UCA: Target the snapshot of the installed process application that contains this BPD or Target the snapshot of the installed process application that contains this service

• Start message events are targeted in the same snapshot of the process application that contains the BPD or the service that sends the message event

• If the BPD or the service that is sending message event is in a toolkit, the snapshot of the process application (which is the root container) is used

This check box limits the listener (that listens to start message event or to the intermediate incoming message events) to that specific process application snapshot


Improved Intermediate Event Correlation

• Prior to v8.5 when configuring Intermediate Events attached to an UCA that uses a variable you could only select top level object when as correlation variable

• In v8.5 can now correlate on individual fields of the variable

Radio button select s the correlation variable


Governance Extended to Command Installation

• With a governance process, you can attach rules or approvals to the installation of a snapshot on a server.

• In v8.0.x Governance Processes were only available with manual snapshot installation

• In v8.5 Governance Processes are activated for snapshots that are installed by wsadmin commands: – BPMInstall– BPMCreateOfflinePackage

Governance Process controls the installation


Business Object Refactoring Support

• Prior to v8.5 the effects of renaming of a Business Object was not visible and typically could only be discovered during testing as runtime errors

• In v8.5 refactoring support was introduced for renaming business objects, their attributes, and variables – A preview window shows how a rename of a business object

will affect the objects that refer to it– Objects locked by another user will be flagged as such and will

not be refactored– While refactoring is in progress all refactored objects are

locked


Renaming an Attribute Example

Shows what services and processes contain the refactored variable, you can select what you want to refactor

JavaScript

Data Mapping


Terminology Changes

• Milestone changed to Phase

• Participant Group changed to Team


Enhanced Team Support

• Define organizational structure of teams by adding a manager of a team

• Delegate the specification of a team's members to a team retrieval service that dynamically returns a list of users that is based on parameters

• Use a team filter service to specify who must work on a task from the originally assigned users


Manager Team

• Prior to v8.5 Managers could only be defined in Process Admin Console• In v8.5 Managers are just another Team

– Managers can now be defined in Process Designer– Managers are selected from Teams defined in Process Designer– Including dynamic selection


Team Retrieval Service

• New service that enables team members to be resolved dynamically

• The service receives the name of the team as a string parameter, and returns the resolved team as a Team object

• Additional input parameters my be specified for use in the team selection algorithm– Cannot pass process instance variables– Can only pass literal values or EPVs or Environment Variables

Create new Team Retrieval Service from a Template or select exiting one

Default Team Retrieval Service signature


Team Retrieval Service Example

Invoking a Team Retrieval service that has a custom input parameter defined as Environment variable

Team Retrieval service – team selection logic. Note both team and manager is specified in this service


Team Filter Service is Fully Dynamic

• Team Filter Service takes the initially resolved team as a parameter and returns the filtered Team object.

• Team Filters – key features:– Additional parameters can be specified to filter the team– Parameters can be process instance variables– Rule Services can also be invoked

• Example applications– Two approvals must be done by two different approvers– Depending on a claim value different teams need to be assigned – Shift work (time dependent team assignment)

Default Team Filter Service signature


Team Filter Service Example

Team Filter Service is aware of current time and filters out users that are not in the current shift

New Bulk User Attribute: Shift


Caching Team Service Results

• The results of Filter and Team Retrieval services can be cached

• The size of the cache can be set in the 100Custom.xml file


HTML Editor Enhancements

• Syntax Highlighting• Variable Substitution

– Prior to v8.5 available only with Heritage Coaches)• Both available only in Custom HTML Coach View

Using the {{ .. }} notation variables defined in Human Service can use in Custom HTML Coach View


Java Script Editor Enhancements

• Syntax Highlighting• Content Assist• Now available in all JavaScript editors in Process Designer

– i.e. Data Mapping, Coach Views, Coaches, Service Implementation, etc..

Context assist


Enhanced Dynamic Coach View Visibility

• Prior to v8.5 Coach View visibility could be set to a fixed value (i.e. read only, editable, hidden, same as parent, etc.) either as a literal or a variable

• v8.5 provides client-side visibility rules of a Coach Views • Rules can be authored as “Rule Expressions” or JavaScripts• Only view instances in Coaches have the ability to be defined as rules

and/or script (View instances in Coach Views do not have these options)


• Rule Evaluation – Rules are ordered– First match is applied, if nothing

matches then “Otherwise” is applied

– A rule can contain AND clauses– Can be a mix of Variable and

Team rules

• Team Rule Expressions – Input Team specified in expression

and the currently logged in Team member

– For example, a rule may be set, allowing only certain team members to edit a particular part of a coach.

• Variable Rule Expressions– Operate on variable values on the

client side

Coach View Dynamic Visibility – “Rule Expressions”

AND clauses

Variable Expression

Otherwise

TeamExpression


Coach View Dynamic Visibility – Script

• Similar to “Rule Expression” > Variable– Access to the Coach View variables on he client (in the

browser)• Except you can write any logic


Invoking a Decision Service for Visibility

• Visibility rules must be on the client side to be dynamic– i.e. respond to variable changes in the Coach View

• Invoking Rules in ODM from Coach Views on the client side is not advisable– Synchronous invocation of server side services are anti-pattern

• Best practice is to invoke Decision Service in Human Service – However this will not be dynamic on the client side– Decision can only be based on variables that are input to the

Coach View not dynamic values on the client


Decreased Coach View Memory Footprint

• New Prototype-level event handlers option for Coach Views – Selecting this option means that the event handlers for the Coach View are in

the prototype and not in every instance.

• However, the JavaScript code that you use to create and access variables differs between Coach View instance-level event handlers and prototype-level handler

Instance-level event handlers Prototype-level event handlers

Define the variable in the inline JavaScript of the Coach:View:var myVariable = "123";

Define the variable in the inline JavaScript of the Coach:View:this.myVariable = "123";

Access the variable in the load event: handler:if(myvariable == "123") { ... }

Access the variable in the load event: handler:if(this.myvariable == "123") { ... }


Logging in to Blueworks Live

Remember last used email address

Need to retrieve Blueworks Live signer certificates manually


Process Preview

• You now can view Blueworks Live processes in Blueworks Live when you are subscribing to the processes from IBM BPM

• This is especially useful when you have a vey large number of processes


Dynamic Search Filter

Dynamic search filter – displays results as you type

Unfiltered Spaces


Business Process Attributes Imported

• Some Blueworks Live process attributes are automatically imported into as KPI values

• Specifically the following items are imprted– cost, work time, wait time, total

time, and value add.


Process Activity Details Imported

• Blueworks Live activity details are now imported into the documentation field

• Specifically the following items are imported:– business owners, – experts, systems, – suppliers, – inputs, – outputs, – customers,– risk, – custom fields,– problems, – existing documentation.


Check for Updates to Subscribed Process

Message indicating that a new version of the subscribed process is available


SAP Solution Manager Integration – looking back…

• Process Designer V8.0.1 introduced modeling capabilities to SAP process – Enabled BPM to be the “System of Record” for SAP Enterprise Processes in SAP Solution Manager

• Process Designer provided three capabilities enabling it to be SAP modeling tool

1. Import a process model from SAP Solution Manager

2. Modify the process model • modify process flow• modify extended component properties (modify transactions)• rename/add/delete process activities• move and reorder steps

3. Export the Process App back to SAP Solution Manager

IBM Process DesignerSAP Solution Manager


Flexible Logical Component Settings for Activities

• Prior to v8.5, logical component of an activity was determined by logical component of the swim lane in which the activity is located.

• In v8.5 swim lane determines the default logical component of each new activity inside the swim lane. – However users are

allowed to change logical component of an activity, no matter which swim lane the activity is in.


Fixed Issues with Move/Copy of SAP BPDs

• Prior to v8.5 errors could result when a SAP BPD is copied / moved to another Process App– i.e. users saw wrong logical components on swim lanes and activities.

• In v8.5 Move / Copy operation is predictable and error free– If a SAP BPD is copied / moved to a non-SAP process app, its SAP information

will be removed after copy/move.– If a SAP BPD is copied / moved to a SAP process app, its SAP information will

be migrated to match with the new SAP Process App.


More Flexible Connectivity Options to SAP SolMan

• Prior to v8.5 only the default Port was supported and http and only HTTP communication security of the SAP Solution Manager is supported.

• In v8.5 both HTTP and HTTPS are supported. In the SAP Solution Manager system information page, ‘System Number’ is replaced by ‘Port’.


Update Documents from SAP Solution Manager

• SAP Solution Manager Integration Feature supports the replication of documentation from BPH in form of URLs for the very first import run

• Prior to v8.5, successive imports did not bring new documentation (to improve the performance)

• In v8.5, when importing a BPH from SAP users have a new option “Update documentations”


Miscellaneous SAP for BPM Improvements

• Significantly improved SAP SolMan / IBM BPM import and export performance for large projects

• Fixed issues with recognizing weather a BPD is linked to a Process in SAP SolMan– Prior to v8.5 in some cases a BPDs would loose their

association with SAP SolMan which manifested itself by a missing Custom tab



Process Portal


Process Server



Mobile

Business Monitor

Agenda


New wsadmin Commands for Process Server

• New wsadmin commands to manage applications and artifacts on Process Server– Update system toolkits with interim fixes by using the following

command:• BPMUpdateSystemApp

– Administer the new IBM BPM document store with the following commands: • maintainDocumentStoreAuthorization • getDocumentStoreStatus• startDocumentStoreMigration• maintainDocumentStoreTrace• updateDocumentStoreApplication


Centralized Failed Event Manager

• The Failed Event Manager is now available from the administrative console under your deployment environment.



Process Portal


Process Server



Mobile

Business Monitor

Agenda


Profile Changes

• Only ND profile for BPM Standard or BPM Advanced – Stand Alone profile available only for: BPM Express and the IID UTE– 12 profile type collapsed into 1

• All work done in Deployment Environment (i.e. can change from Standard to Advanced without re-installing

• Single node ND is a better starting point to grow your configuration by merely adding new BPM nodes as required

Installed ProductProfile type

Standalone DMgr Custom Node

BPM Express Yes No No

BPM Standard No Yes Yes

BPM Advanced No Yes Yes

IID UTE (BPM Advanced)

Yes Optional Optional

Install & Configuration


DE Wizard

• Three DE Types– New Advanced-only type

equivalent to WPS (no Process Center)

– No more WESB type

• Two DE Patterns – Single cluster– Three cluster

• Application, Remote Messaging, Remote Support

– The 3-cluster pattern is recommended for production

– The DE Wizard no longer offers a 2-cluster or 4-cluster patterns

New Deployment Environment Types & Patterns

Three DE Types

Two DE Patterns



DE WizardGreater Role and Simpler to Use

• Plays a greater role– DE Wizard now performs

config functions that used to be done via profiles.

• Simpler to Use– Overall panes reduced from

16 to 7– Three Create Deployment

Environment panels condensed to one

– Reflects the product configuration and install simplification • Fewer DBs• Fewer SI Busses• Fewer Custer Patterns

DE Creation Wizard



BPM Advanced 8.0.x 4-Cluster

DMGR Node Agent Node Agent

Node1 Node2

SprayerIP

IHS

IHSMessagingCluster

AppTargetCluster

SupportCluster

WebCluster

ME

Web.member1Process Portal, BSpace, widgets, BRM, BPC Explorer

Web.member2 Process Portal, BSpace, widgets, BRM, BPC Explorer

Sup.member2Perf Console,CEI

Sup.member1Perf Console,CEI

Msg.member1 Msg.member2

ME

ME

ME

ME

ME

ME ME

ME

ME

ME

ME

PR

OC

SV

R

PE

RF

DW

SC

A.S

YS

TE

M

SC

A.A

PP

LIC

AT

ION

BP

C

CE

I

App.member1(PC Console)Process AdminBPC Your Apps

App.member2(PC Console)Process AdminBPC Your Apps

ProcServer tables

PDW tables

CommonDB tablesFEMgr, ES, BRules, etc

MEDB tablesSCA.SYS, SCA.APP, CEI,

BPC, procsvr, perfdw

BPEDB tables

BSpace tables

Dramatically Simplified Deployment Topology



BPM Advanced 8.5 3-Cluster

1. Fewer cell scoped tables

2. Only three database types

3. Only three Clusters

4. Only one SI Bus - One SIB for all components,

Separate SIB per DE

DMGR Node Agent Node Agent

Node1 Node2

SprayerIP

IHS

IHS

AppCluster

App.member1

PR

OC

SV

R

Support.member2Support.member1Support Cluster

Messaging Cluster

Msg.member1 Msg.member2

ME ME

CMNDB (cell)

CMNDB (DE)BPC, FEM, ES, BSpace, MEDB

BPMDB (DE)Process Server,EmbeddedECM

PDWDB (DE)Performance DW

AppSched, Mediations, Rels

PDW, CEI, BPC Explorer

PDW, CEI, BPC Explorer

(PC Console)Process AdminProcess Portal

BSpaceWidgets

Embedded ECMBPCSCABRM

1

2

3

4

Dramatically Simplified Deployment Topology



DE WizardSimplified Deployment Topology

CMNDB (DE)BPC, FEM, ES, BSpace, MEDB

BPMDB (DE)Process Server,EmbeddedECM

PDWDB (DE)

Performance DW

CMNDB (cell)AppSched, Mediations, Rels

Only three databases are required

Two addtional datbases are optional



Easier to Support Multiple DEs Per Cell

• Deployment Environments represent the collection of clusters for a working BPM environment.

• Each DE has everything it needs– Some key BPM Advanced cell-scoped DB tables were moved

to DE-scope: Event Sequencing and Failed Events

• The ultimate goal is that DEs are autonomous enough to for each support “tenants”. – V8.5 moves much closer to that.



New BPMConfig Command

• Creates: profiles, deployment environment configuration, database tables, sql scripts for creating the required database tables.

• Validates that the configured deployment environment is correct by comparing it against the values in the properties file that is used to create that deployment environment

• Starts the deployment environment including the deployment manager, the node agents, and the cluster members using the specified deployment manager profile. (Remote nodes must be started manually)

• Stops the deployment environment using the specified deployment manager profile.

• Replaces old tools: DB Design Tool (DDT) and ConfigNode • Can be used instead of: Profile Management Tool (PMT);

Manageprofiles command; DE Wizard



BPMConfig Syntax

BPMConfig—

+-+-create--+-de----------------------------------+-+--properties_file----------------------+| | +-profile--+---------------+----------+ | || | | '-federateLater-' | | | | | '-sqlfiles--+-----------+--output_dir-‘ | | | | '-outputDir-' | | | '-validate--de--PROFILE_NAME--DE_NAME-------------‘ | '-+-start-+--+-profile--PROFILE_NAME--de--DE_NAME--username--USERNAME--password--PASSWORD-+-' '-stop--' '-properties_file------------------------------------------------------------'



BPMConfig Command – Property Files

• The BPMConfig properties file is formed of name-value pairs of configuration settings for IBM Business Process Manager deployment manager and managed node profiles, and databases.

• Included are sample property files can be used as a starting point

Sample Proprties Files for all configuration types Sample Properties

Files for Advanced Only configuraton



Simplified Upgrade

• All four install types (Express/Standard/Advanced/WPS Only) has 99% the same binaries, expect for– License Files - Each offering has unique license files– SWG Inventory Tags - Each offering has unique inventory tags– BPM.product file - Each offering creates its own BPM.product

file with the unique offering name inside.

• Easily to do When we do a version/offering upgrade we do the following:– Replace the license files– Replace the SWG inventory Tags– Replace the BPM.product file



Installation

Typical• Fast and simple• Optionally installs DB2 Express• Creates simple ND profiles

Custom• Lays down binaries only• Two install options

1. Using BPMConfig command

2. Using PMT and DE Wizard



Custom Install Using BPMConfig

Step Tool comments

1 Create databases DB tooling, such as DB2 command line

Just create DBs and users, not tables. Can get commands from InfoCenter. The tables can be automatically created

during config –OR - created via scripting later.

2 Install BPM v8.5 Installation Manager Many ways to invoke IM, including that a “Custom Install” from the Launchpad starts the IM. When product install is

complete, you do not have to launch the PMT

3 Update properties file

File editor Many sample properties files are provided.

4 Create config Command lineBPMConfig

Creates Dmgr profile, Custom profile, federates custom profile to dmgr, creates Deployment Environment, creates

tables in existing DB (also generates SQL scripts if you prefer to run later )

5 BPMConfig start Command line BPMConfig

Starts the Dmgr, Node Agent, cluster members



Custom Using PMT and DE Wizard

Step Tool comments

1 Create databases

DB tooling, such as DB2 command line

Create DBs and users, not the tables. Can get commands from InfoCenterDBA can cut and paste from infocenter article

2 Install BPM v8.5 Installation Manager Many ways to invoke IM, including that a “Custom Install” from the Launchpad starts IM. When install is complete, you don’t have to launch the PMT immediately.

3 Create Dmgr profile

PMT or manageprofiles(BPMConfig)

This creates the dmgr for your cell.CMNDB (CELLDB) tables are not necessary until a DE is created.

4 Start Dmgr Command line

5 Create Custom profile(s),

federate to Dmgr

PMT or manageprofiles (BPMConfig)

This creates the “empty” nodes in your cell.

6 Create DE DE Wizard In the DE Wizard panels, manually adjust the database info as needed. CMNDB, BPMDB, PDWDB, etc scripts are generated under <DMGR_HOME>\

dbscripts

7 Create DB tables DB tooling, such as DB2 command line

Provide scripts to DBA(alternatively, if permissions are allowed, tables can be created automatically and

bootstrapped automatically)

8 Run Bootstrap Command LinebootstrapProcessServerData

Primes the BPM/PDW dbs. Only run once per DE.This is a separate step only if you created the DB tables manually.

This step is not required for BPM Advanced-only



Reduced Number of BPM Required Users

• Cell Admin is the classic WAS administrator – WAS “primary admin”– Can assign admin roles

• DE Admin is the main BPM administrator– WAS “secondary admin”– Can not assign admin roles

• Removed default mandatory users– tw_admin, tw_user,

tw_portal_admin. tw_runtime_server, tw_webservice, bpmAuthor

NA

DMGR

NA

AppCluster01

MECluster01

SupCluster01

Cell Admin

DE

Ad

min

Security


Consolidation of Roles and Aliases

• Aliases – v8.0.x required 33

aliases – v8.5 uses only 3

• For Cell admin• For DE admin• For DB admin

• Roles– 13 Roles mapped

to single user DeAdmin via DeAdminAlias

Only 3 Aliases are needed

All roles mapped via a single Alias

Security


Programmatic Security Properties Access

• In v8.0.x to change security property value required editing of XML files • In v8.5 security properties moved to WebSphere Common

Configuration Model (WCCM) model– Can now be accessed and modified programmatically using the

WebSphere command-line administration tool (wsadmin) AdminConfig commands

• Example: BPMServerSecurity configuration object:

parameter Description Default

deploy-snapshot-using-https Used to force Process Center Server to use https to deploy ProcessApps and Toolkits to Process Servers.

false

wildcardProcessingOptimized A property used for enabling searches for user registries with/without wildcards. When set to true, optimizes searches

false

externalUserQueryLimit The maximum number of users in Process Admin Console or Process Center to be specified for any "add-user" or "look up user" activity.

100

Security


Single Command Password Change

• In v8.0.x expired password for user ID specified for BPM Aliases and runAs roles (e.g. tw_admin) needed to be updated in numerous places

• In v8.5 single command password change for BPM Aliases and BPM Applications runAs roles– updateBPMAliasesAndRunAsRolesPasswords

• Provides a command-line method to synchronize passwords for authentication aliases or application RunAs roles after a password has been changed for a user defined in the file registry or external security provider

Security


BPM Default User Registry

• In v8.0.x IBM BPM default database registry was used from BPM users• In 8.5 the BPM database registry was removed and instead WebSphere

Application Server file registry is now used for all profile types (Node and DE)– This significantly simplifies the creation of users in the Process

Admin console– When VMM is federated with a corporate LDAP there is no need to

replicate BPM admin users • Migration

– Users from the IBM BPM default database registry are migrated to the WebSphere Application Server file registry.

– Passwords are also migrated so that you no longer have to change or reset passwords after migration.

Security


Adding Users and Groups Separated

• Users and groups are separated in all UIs

Security


Improved LDAP Performance

• LDAP Query performance improvement– All queries from the UI are bound and will return only fixed number of entries

– Number of entries is user specified, 100 by default

• New Admin Commands for user synchronization:– Synchronize All Users, Synchronize Selected Users, Replicate user group

membership

Security


Existing User Synchronization

• New option to update in DB only users already present in the table

Security


Interactive Migration Guide in Info Center

• Select migration options• Generates a printable, shareable set of

migration instructions that are customized to suit a specific migration scenario

Cusomized migration instructions

Select migratin options

Migration


New IBM BPM 8.5 Process Server Only Migration Target

• Source: Classic WPS and WESB

• Target: V8.5 IBM BPM 8.5 Process Server Only– New profile type in V8.5

• Exiting WPS customers can easily migrate to an environment that is familiar to them (no Process Center)

De

plo

ym

en

tEn

viro

nm

en

tBu

sdmgr

Node Agent

ME.mbr1

App.mbr1

Sup.mbr1

Node01

BSpace, widgets, BPC, SCA, BRM

CEI, BPC Explorer

AppCluster

MECluster

SupCluster

ME

CELLDB (cell)

CMNDB (DE)BPC, FEM, ES,ESBLogMed, BSpace, MEDB

AppSched, Mediations, Rels

Dmgr

Migration


Migrate Business Data and Applications Only

• v8.x Supported Profile Migration – WPS, BPM Advanced– Everything in the vOld profiles

was “copied” into the vNew profiles

• v8.5 Profile Migration is dropped– Build new vNew cell, use vOld

databases (run upgrade scripting on db tables)

– vNew environment is a fresh configuration • Take advantage of new config

practices– Only Business Data and

Applications are migrated

vNew Cell [new binaries]

[old config]vOld Cell

[old binaries] [old config]

vNew Cell [new binaries]

[new config]

[old] DB tables(upgraded via scripts)

V8.x

V8.5

Migration


v8.5 Migration Paths Summary

From To

Version EOS WPS 620 WPS 700 BPM 750 BPM 751 BPM 800 BPM 801 BPM 850

WPS 602 10/2010 Yes Yes

WPS 610 04/2013 Yes Yes Yes Yes

WPS 612 10/2013 Yes Yes Yes Yes

WPS 620 04/2014 Yes Yes Yes Yes Yes Yes

WPS 700 04/2015 Yes Yes Yes Yes Yes

BPM 750 n/a Yes Yes Yes Yes

BPM 751 n/a Yes Yes Yes

BPM 800 n/a Yes Yes

BPM 801 n/a Yes

WLE 7.1 WLE 7.2 BPM 750 BPM 751 BPM 800 BPM 801 BPM 850

TW 61x 10/2013 Yes Yes Yes Yes Yes Yes

TW 62x 10/2013 Yes Yes Yes Yes Yes Yes

WLE 71 10/2013 Yes Yes Yes Yes Yes Yes

WLE 72 04/2016 Yes Yes Yes Yes Yes

Migration



Process Portal


Process Server



Mobile

Business Monitor

Agenda


Custom XPath Extension Functions

• Custom XPath extension functions can be used in BPEL processes. • You now can create your own XPath extension functions instead of

using only predefined functions. • Custom XPath extension functions are helpful if you are migrating from

a different product and want to use existing functions with IBM BPM

• Usage– Open IID’s Java Perspective– Create Java Class– Export as jar– Declare the plugin in META-INF

– Point BPEL editor to a path where the Custom XPath jars reside


BPEL XPath Custom Expressions

Custom XPath Expression abc:CreatedDelimitedString() is now visible in Assign Statement in BPEL Editor

Set path to Custom XPath Expression jars


Publishing a Module from Integration Designer Add Remove Programs

• Prior to v8.5 (when creating SAC J2EE Applications that are not targeting Process Center) you could use a Process Center in Process Server to deploy modules using Add Remove Programs

• In v8.5, since no stand alone profiles can be created, IID can no loner publish directly using Add Remove Programs command

Process Server UTE still provides a stand alone Process Server UTE profile


• Alternative 1 is to use J2EE Export and deploy manually using Admin Console

• Will not be able to use Test Client

• Alternative 2 is to crate a dummy ProcessApp and Associate then Disassociate your Module with that ProcessApp

• Will be able to use Test Client

Alternatives to Publishing from IID to Process Server



Process Portal


Process Server



Mobile

Business Monitor

Agenda


IBM BPM Includes IBM Worklight License

• IBM Business Process Manager Advanced and IBM Business Process Manager Standard V8.5 now include a nonproduction license entitlement for IBM Worklight Enterprise Edition as a supporting program.

• You can download Worklight Enterprise Edition from Passport Advantage based on your IBM BPM entitlements.

• When you are ready to move your application to a production environment, you can do so by purchasing either a Worklight Enterprise Edition license or a Worklight Consumer Edition license, depending on your needs.

• For more information, see IBM technical document 7038107.

http://www.ibm.com/support/docview.wss?uid=swg27038107


Mobile BPM Sample Exchange

• Samples Exchange contains a sample mobile application that is developed for use with the IBM Business Process Manager and Worklight bundle. – http

://bpmwiki.blueworkslive.com/display/samples/Mobile+BPM+%28Worklight+sample%29?focusedCommentId=28083417#comment-28083417

• Mobile Sample Toolkits

http://bpmwiki.blueworkslive.com/display/samples/Mobile+BPM+(Worklight+sample)?focusedCommentId=28083417





Process Portal


Process Server



Mobile

Business Monitor

Agenda


Removed IBM Monitor Model Generation Support

• In v8.5 “Enable process monitoring through IBM Business Monitor” feature has been removed

• Monitor models can be generated only from a Process App imported into IBM Integration Designer

• IBM BPM Standard v8.5 customers are entitled to Integration Designer v8.5– Retrieve ProcessApp from

PC to Integration Designer– Use Integration Designer to

create, customize and deploy MM

Removed in v8.5


Monitor Model in Integration Designer

Generate Monitor Model WizardProcess App in IDD - Business Perspective

Process App in IID - Process Center Perspective


Generate J2EE Monitor Model EAR

Monitor Model generated by the Monitor Model Wizard

Generate Monitor Model EAR


Deploy Customized Monitor Model

Monitor model created in previous step and customized can now be deployed to IBM Monitor Server

IBM Monitor 8.0.1.1 Server

IBM BPM 8.5 Process Center


References

• This presentation–

https://w3-03.ibm.com/tools/cm/iram/faces/_rlvid.jsp?_rap=!assetDetails&_rvip=/home.jsp&guid=BE7FA9B1-EB15-0078-0831-DF4A85EA102C&v=1.0&submission=false

• Recording of this session–

• IBM BPM V8.5 VMware image is already available!–

https://w3-03.ibm.com/tools/cm/iram/faces/_rlvid.jsp?_rap=!assetDetails&_rvip=/home.jsp&guid=E61CA4E5-672A-AF01-CA7E-1D20B113AF59&v=1.0&submission=false











BACKUP