Why we need workflows ? Typical Workflow Scenarios
Human validation is required Has the bill of lading been packaged? or Is this your correct address? Approval is a multi-step process Checks and balances transactions requiring peer approval Mission-critical tasks must be escalated We need to sign this contract today, and the head of Purchasing isnt in. Who else in Purchasing can sign? Advanced warning of key exceptions is required If our biggest supplier does not acknowledge one of our orders within three hours, we need to know that and find out why.
Business process management, where people perform the individual steps Business rules guide the process flow from step to step Spans companies, applications, and people
webMethods is unique in being able webMethods is unique in being able to provide both business process to provide both business process automation and human workflow. automation and human workflow.
webMethods Workflow offers a distributed architecture that is based on webMethods Broker. webMethods Broker provides the core messaging infrastructure of webMethods Workflow. The webMethods Workflow components act as clients of the messaging infrastructure to coordinate webMethods Workflow activity across the platform.
Top-down methodology is key to a successful implementation of the webMethods platform, including Workflow The Workflow Concepts Guide provides a thorough overview of the product, and how to apply top-down design to your workflow projects Nest workflows inside of higher-level workflows to achieve top-level design
Business analysts can design at the highest process levels Workflow developers can complete the underlying logic to perform individual steps
Applying a Top-Down Approach
Begin at top-most level, describing the real-life process for your enterprise (pseudo-logic) Define the highest-level workflow to represent this process Break the model into lower-level sub-processes (nested workflows) Break the sub-processes into individual tasks representing actual steps being performed Identify GUI elements: where is data entered or accessed by the people participating in the process? Identify non-GUI elements: which steps being performed require no human interaction? Define process flow: where will branches, timers, or external programs be employed?
Key Workflow Features
Linked with Business Integrator Graphical environment Role-based:
Assign tasks to roles, not people People can play one or more roles
Absence conditions (what to do if someone is away)
Checklist for Creating a Workflow ProcessBasic steps are: Create a project and a workflow Define documents to contain the data your workflow will use Create roles for the participants in the process Inside the workflow, add: Tasks and GUI elements for the process Controllers and other non-GUI elements to complete the process logic Assign roles to tasks Map the data to flow between components of the process Wire the control flow to connect the process steps Wire the data in the documents to the task views Create an Implementation Module to publish/subscribe Enterprise data
Designer Building Blocks
Projects Workflows Tasks Controllers Implementation Modules Documents Roles Workflows Routers Assigners & Comparators Timers Joins Notifiers Plug-Ins
Workflow Server Components
webMethods Workflow Server The server side of webMethods Workflow includes the following components:
Process Server Distribution Control Service (DCS) Authentication Service Portfolio Service Log Service Server Manager Service Resource Service
Workflow Client Components
The webMethods Workflow client is a graphical user interface that allows Workflow users to start the webMethods Workflow Users. Designer Inbox Generator Administrator Monitor tools. Users can select the toolbar buttons to start any of these six tools that they are authorized to access.
After startup completes, login dialog will display Log in as Administrator to begin Additional users and passwords are created using the Workflow client
The Workflow Console
Start, Programs, webMethods, Workflow Each icon in the console launches a different component of the Workflow productUsers Inbox Administrator
Flow Control vs. Data ControlTwo fundamental activities are required to complete a workflow design: 1. Defining flow control sequence of the workflow process Who: Users, roles How: Workflows and Tasks, GUIs, logic When: Calendars, timers 2. Defining data control passing documents through process Documents Joins and Routers Assigning values Wiring GUI elements to data controllers Interacting with Enterprise documents
Integrated User Interfaces
GUI and HTML user interfaces are built dynamically without coding Seamlessly link from interface to logic & data in underlying system
Multi-user environment for collaboration on design & implementation.
Create multi-level authorizations
Workflow - example