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Hands-on Introduction to Business Process Management 11g

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Hands-On Oracle Business Process Management 11g

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Introduction to Business Process Management 11g

Scenario

The following Hands-On Labs will work in demonstrating different capabilities of the new Oracle Business

Process Management 11g platform. For this exercise, we will focus our efforts on the Sales Quote businessprocess where a Sales Quote is submitted for approval needing to be reviewed and processed by different

groups and individuals in an organization.

Objective

The objective of this hand on labs, is to show you the Sales Quote business process in action to

demonstrate how end users interact with the deployed business process as well as the up front modeling

experience by a business analysts using BPM Studio where it is possible to run simulation and other

important activities related to the implementation of the before mentioned business process.

During this session, we will touch base on:

Process Execution Performing business operations using rich User Interfaces Business Process Modeling Business Process Simulation Interactions between BPM Studio and Process Composer Process Management

Materials

Oracle BPM Studio 11g (early access of Oracle Business Process Management 11g).

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Task List

Introduction to Business Process Management 11g.........................................................1Reset Environment......................................................................................................3Importing the BPM Project in BPM Studio.......................................................................3Understanding the Sales to Quote Business Process........................................................5Running the Sales to Quote business process.................................................................7Exploring process behavior with Simulation.................................................................. 15Sharing the business process with Process Composer ...................................................20Managing your process instances from Enterprise Manager ...........................................23

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Reset Environment

Before starting the session it is necessary to restart the environment so that we can use the base project

without any modifications that we may be doing during this lab exercise. For this, find a shortcut in thedesktop called Init Project. Double click on it and wait for the process to finish.

Once this step is completed, we are ready to start the BPM journey

Importing the BPM Project in BPM Studio

1. Launch BPM Studio. In this environment, you need to double click on the BPM Studio shortcutavailable on the desktop.

2. Select the Default Role entry and click Ok to proceed.3. Click on the Open Application entry in the left hand side navigator and browse the

SalesQuoteDemo folder in the Desktop. Then select the SalesQuoteDemo.jws

4. BPM Studio will open the project that contains the Sales To Quote business process.5. Now, lets navigate to the BPM Project Navigator and expand the Processes tree folder and double

click on the SalesQuoteProcess entry. This will open the business process that will be explained in

the following section.

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BPM Studio is the new unified IDE where it is possible to encapsulate in a BPM project

different assets including BPMN 2.0 processes as well as BPEL processes all combined in a

single project folder. In addition to supporting business processes in these 2 standards (with

its corresponding native execution on the BPM Runtime), it is possible to develop User Tasks,

Business Rules, integration with backend components through the Oracle Adapter framework,

all from a single modeling experience (BPM Studio). This not only simplifies the BPM Project

development experience but expedites the BPM lifecycle and accelerates project deployments.

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Understanding the Sales to Quote Business Process

The first step in the lab is to do a walk through of the final implemented business process so that we can

understand and feel first hand what is the interaction with the end users of the system. For starters, thebusiness process will implement a solution for Sales Representations to submit Sales Quotes and manageall the approvals within a particular Sales organization. A quick recap on the business process definition

and its flow is detailed below.

The Business Process is initiated by an event, taking place in Siebel. This event will first create a Task to

Enter the Quote details in the Enter Quote interactive step Enter Quote. After the quote details havebeen entered, the process instance will move all the way to the Business Practice Review and wait for an

approver in the Business Practices Role to make the needed approval processing. This is shown in the

figure above.

After the Business Practices Review has been completed, the process instance will move to the ApproveQuote and Approve Terms activities that are being executed in parallel and concurrently. The ApproveQuote activity will be executed by approvers in the Approvers role and the Approve Terms by

individuals that have been assigned the Contracts role in the organization. This is shown in the figure

below.

Once these 2 steps in the business process have been completed successfully, the process instance willmove on to the Finalize Contracts step and will wait for its final approval by an individual in the

Contracts role. This is shown in the figure below.

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BPM Studio is the new unified IDE that is based on BPMN 2.0 and BPEL and in addition toadhering to standards it can fully integrate it with the unique and powerful capabilities of

Oracle SOA Suite leveraging among others the integration framework and composite

deployment model.

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Running the Sales to Quote business process

Creating a process instance

The real scenario gets the Sales Quote Request coming from Siebel. In our case, we will mimic this event

starting the process with an event we will manually infect from the SOA Infrastructure Console.

For this, lets open the testData.xml file. Right click on the file and select Open with TextEditor.

Mark the whole content, right click on it, and copy its content on the clipboard by selecting Copy from

the drop down menu.

Open the SOA Infra Console on the browser by entering the following URL:

http://bpmlab:8001/soa-infra

When asked to the credentials enter weblogic/weblogic1. The following is the page once you have been

authenticated correctly.

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Click on the Test RequestQuote.service entry and then select the XML Source radio button option.

Remove the existing XML content and paste the content copied from the Text Editor as show below.

Click on the Invoke button at the bottom of the panel and the process instance will be created !!!

Connecting to WorkList to process tasks

1. Once the process instance has been created, it is time to log into the WorkList application to startprocessing the tasks associated to the process in which the process instance was created. For this,

open your browser and enter the following URL: http://bpmlab:8001/integration/worklistapp

2. As the process instance indicated the Sales Rep associated to this Quote request was jcooper, thiswill be the user well use as shown below. The password for this user is welcome1.

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3. Once jcooper is logged in, there should be a task in the My Tasks section pending for executionas shown below. It would be possible to observe that the task is pending for execution in the

Enter Quote step which happens to be the first interactive step in the Sales To Quote businessprocess.

4. Select the task, and the lower part of the WorkList interface will render the associated UserTaskimplementation for entering the quote as shown below.

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5. This first panel contains basic information about the customer for which the quote is beingrequested. Lets click on the Select Products node in the sequential workflow at the top of the

form and the panel below will change to the one to enter the products on the quote.

6. Drag and Drop product entries from the left hand side panel into the right and adjust the productSKUs quantities accordingly. Then click on the Request Discounts entry on the top workflow

image.

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7. Once the percentage discounts were entered, click on the Request Terms. Select theNonStandardLicensing or any of the available ones and a proper type (this again can be any

value from the drop down).

8. Once the quote has been thoroughly created by the Sales Representative, it is time to submit it forthe Business Practices Review which is the second activity in our process. The final summarypage is shown below (Submit Quote step in the top flow diagram). Click on the Ok button to

submit it to the next step. The task should dissapear from jcoopers inbox if it could be processedsuccessfully.

9. Now, we will log out withjcooper and log in back withjstein. The password for jstein iswelcome1. This use has administrative permissions over the Sales Quote process and it will be the

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user to use through the rest of the run-through. Once logged in, the task will be on jsteins inbox

as shown in the figure below. After clicking on the task, the Quote Summary form will be shown at

the bottom of the task list.

10.Lets assume jstein wants to change the approvers to be shown in the approvers flow. This can bedone if he selects the Administration Tasks tab and select the Quote that is being worked on.When this task is selected, at the bottom, a new form will be presented and on the right hand side,

it is possible to overwrite the approval hierarchies initially assigned by default. This is shown in the

figure below.

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11.Click on the John Steinback entry on the Tier3 level and click on the + button that was enabledafter selecting this entry. A new dialog will be opened where it is possible to add additional

approvers. In our case, we will select jlondon. Click Ok to process this request.

12.This selection should be visible as shown in the figure below.

13.Click Apply on the form upper right hand corner to complete this administrative task.14.Then click on the Approve button on the upper right hand corner of the form. When the task list

is refreshed, we should see that the task has been assigned to jlondon. The figure below shows

this assignment.

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15.We believe the idea is understood on how tasks can be dynamically assigned to different users inthe organization and processed through the WorkList application. To speed up the page of the

hands on lab, we will continue to process each one of the missing approval steps from the

Administration Tasks tab with jstein.

This section has shown the usage of the Oracle ADF framework with its rich UI and formcapabilities when combined with Task Flow. This is important to note as all the UI components

invoked from the business process layer are deployed along side the BPM project with very

rich and friendly interactive experiences.

The other important capability shown in this section is sophisticated approval management

activities where approval rules can be dynamically changed based on different business needs

to properly deliver through very dynamic and complex approval rules and environments.

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Exploring process behavior with Simulation

In this scenario, your job as a business analyst is to identify opportunities for improvement to the process.

At the most fundamental level, this boils down to reducing cycles, cost or both.

To understand the current cost and cycle time of the process, you will perform a simulation using process

statistics collected during the last months of deployment. This way, you can compare the current process

performance to any improvements you may make.

Theprocess simulation modelhas been created with information obtained from the last month of

execution or by just information collected ad hoc if this business process is just being implemented and

never executed before.

1. Click on the Simulation Tab at the bottom of BPM Studio. The panel shown below is what you shouldexpect when clicking on this panel for the first time.

2. Currently the project has been configured to have a single Project Simulation that includes the SalesQuote process in it and it is ready for execution. Lets open the Project Simulation panel for a quick

glance. For this, expand the Simulations node in the BPM Project navigator and expand theSimulation Definitions node and then double click on the QuoteSimulationDefinition entry. The

result should the the opened panel as shown in the figure below. Make sure that the RequestQuote

process is indeed included in the simulation.

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3. Now it is time for simulation execution !!! Lets move back to the simulation panel and click on the lefthand side Play green button as shown below.

4. This will start the process simulation execution in animation mode. Click on the Request Quote Tabto return to the business process view in the main canvas and see the simulation animation in action.

If you speed up the simulation execution and center your attention around the Approve Quote

activity, it would be easy to see that the is a bottleneck in this step due to insufficient resources

available for properly processing this user centric business process step.

5. Click on the second right hand side Play button as shown below to run the simulation to its endwithout animation to have a chance to make changes to our simulation model and re-execute it again

for its analysis after improvements has been introduced.

6. Once the simulation execution completed, click on the Indicators icon on the simulation panel toolbarand select the Time category that is the one we will use to analyze bottlenecks related to processing

times.

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7. After the time category has been selected, the main metrics panel will show the proper analytics. Clickon the Drill Down icon as shown below to get the details on the Request Quote process activities.

8. Lets proceed to clean up this panel by selecting only the human centric steps in the process as shownin the figure below.

9. This time it is very clear that the problems are in the Approve Quote step and most likely related tomissing resources given the time it takes to process this human centric step. The cycle times are inthe order of 10 hours of processing, a situation that indeed is not desirable.

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10.Lets make a change to the process simulation configuration. On the Project Navigator, move to theSimulations entries and double click on the QuoteProcessNormalSimulationModel. A panel like the

one below should be opened.

11.Select the Activities Tab and click on the Approve Quote. This has been the problematic step asdetected in the previous simulation execution. Instead of its current 2 resources, lets increase this to5 users that would be able to process quote approvals. Save the process simulation model and lets go

back to the Simulation Tab to start the execution of the modified process simulation model.

12.After running the simulation again upon completion, lets analyze the results and compare them to theprevious execution. We will see that the average cycle times moved from 10 hours to 20 minutes. This

is indeed a great achievement in improvement. This is shown in the diagram below.

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13.Now we are ready to present this information to the process owner and decide whether the hires cantake place to improve the overall response time for processing Sale Quote approvals.

Simulation and its animation allow business analysts get a grasp on their possible execution

results before the business process is actually deployed. Furthermore, as the simulation is

executed on top of the BPMN modeled process and each one of the BPMN activities are fullyembraced in the simulation engine, it allows a quick and accurate mapping to execution.

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Sharing the business process with Process Composer

Now that we have seen the Sales Quote business process in action and ran some simulations, we would

like to walk you through the new component in the BPM 11g called Process Composer. Process Composeris a web-based application that allows collaboration and interoperation for BPM Projects between BPMStudio and Process Composer. These 2 components can be connected to MDS (Metadata Store

Repository) and be in sync all the time when implementing changes to their BPM project assets.

The scope of this lab is to connect to Process Composer and consume that latest version of the Sales

Quote project and see how this could be edited into this new interface.

1. Launch Process Composer by opening the following URL: http://bpmlab:8001/bpm/composer. Awelcome page like the following will be presented to the business analyst. Log in as weblogic with

password weblogic1.

2. Once logged in, the business analyst will be presented with a welcome page where it is possible tocreate new projects or load existing projects (the amount of projects to show may be different

from what you may see in your lab environment).

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3. Select the SalesQuoteProcess by double clicking on it. This will open the selected BPM projectinto Process Composer.

4. Once the selected project has been opened, expand the Processes folder on the left hand sidenavigator and double click on the RequestQuote entry. This will open the business process oin

the center edition area.

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5. This diagram should resemble what you have seen in BPM Studio as it is the same businessprocess only rendered in this new web-based application.

This section highlights the importance of a lightweight web-based modeling environment

where quick and easy collaboration can be enforced between IT and business. The round tripsynchronization enforced through MDS will enforce more up to date metadata, quickercollaboration and faster time to on-boarding new BPM projects.

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Managing your process instances from Enterprise

Manager

One of the other administrative tasks that can be exercised is the ability to check the audit trail for inflight instances. The supervision of in flight process instances can be checked and analyzed from within

Oracle Enterprise Manager. This can be very useful when needing to check where a process instance is

located, who executed along side any additional audit information that may be required.

This section of the hands of labs will focus on walking you through this aspect.

1. Log into the Oracle Enterprise Manager web-based interface opening the following URL:http://bpmlab:7001/em. This is a Web Application that is automatically deployed the first time it is

accessed so it may take a little bit to come up. When the login dialog comes up, use the weblogic

user and weblogic1 as password.

2. After logging in, lets navigate through the SOA node on the left hand side navigator all the waydown to the SalesQuoteProcess entry and double click on it. This will show general analyticalinformation about this very specific process just selected.

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3. Lets click on one of the most recent accessed process instance ids (the one on the top). A newdialog will be opened containing the audit trail for this process instance.

4. This new dialog allows inspecting what steps have been completed and at what time and what arethe new pending steps to make the instance move forward.

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5. Additionally, it is possible to drill down into the specific steps through the enabled hyperlinks andget more details. For example, click on the Enter Quote entry and it will be possible to get the

following additional information.

This section shows how important it is when it comes to having a single point of truth for thecurrent state of in flight instances. In the same administration console, were it is possible to

administer the BPM infrastructure, it is also possible to perform additional administrative tasks

like looking for process instances and see a full and complete audit trail.

Documents

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