You are previewing Getting Started with Oracle BPM Suite 11gR1.
O'Reilly logo
Getting Started with Oracle BPM Suite 11gR1

Book Description

Learn from the experts - teach yourself Oracle BPM Suite 11g with an accelerated and hands-on learning path brought to you by Oracle BPM Suite Product Management team members

  • Offers an accelerated learning path for the much-anticipated Oracle BPM Suite 11g release

  • Set the stage for your BPM learning experience with a discussion into the evolution of BPM, and a comprehensive overview of the Oracle BPM Suite 11g Product Architecture

  • Discover BPMN 2.0 modeling, simulation, and implementation

  • Understand how Oracle uses standards like Services Component Architecture (SCA) to simplify the process of application development

  • Describes how Oracle has unified services and events into one platform

  • Built around an iterative tutorial, using a real-life scenario to illustrate all the key features

  • Full of illustrations, diagrams, and tips for developing SOA applications faster, with clear step-by-step instructions and practical examples

  • Written by Oracle BPM Suite Product Management team members

In Detail

Accelerate your learning path to Oracle BPM Suite 11g with this easy-to-use and comprehensive hands-on tutorial.

Business Process Management is broadly recognized as a top business priority. While BPM is more than technology, effective process management requires a good BPM suite of tools and technologies. The market for such BPM Suites has been historically very fragmented. This market is in the process of being transformed, driven by two forces: standardization, primarily in the form of BPMN 2.0, and consolidation. Oracle BPM Suite 11gR1 is a harbinger of this transformation. With its native support for BPMN 2.0 and a unified and comprehensive set of capabilities, it is poised to accelerate the change.

This book provides an excellent exposure to Oracle BPM 11gR1 and walks you through the development of a business process application based on a real-life scenario. The solution is built in an iterative fashion, with each chapter introducing a new feature until you have learned them all. This fully illustrated step-by-step tutorial is based on proven training content that has been highly praised by hundreds of business process professionals in product training courses given as part of the BPM Suite 11g rollout. While this book is specific to Oracle BPM Suite, some material being based on standards such as BPMN 2.0 are generally applicable.

Learn from the experts - teach yourself Oracle BPM Suite 11g with an accelerated and hands-on learning path brought to you by Oracle BPM Suite Product Management team members

Table of Contents

  1. Getting Started with Oracle BPM Suite 11gR1
    1. Getting Started with Oracle BPM Suite 11gR1
    2. Credits
    3. Foreword
    4. About the Authors
    5. Acknowledgement
    6. Preface
      1. What this book covers
      2. Who this book is for
      3. Conventions
      4. Reader feedback
      5. Customer support
        1. Errata
        2. Piracy
        3. Questions
    7. 1. Business Process Management
      1. BPM—context and historical perspective
      2. Evolution of BPM tools and standards
      3. Business Process Management Suite (BPMS)
        1. SOA and BPM
        2. Notational standards in BPM—BPEL and BPMN
      4. The promise of BPM – key benefits
      5. Summary
    8. 2. Getting Started with BPM
      1. Areas of focus for successful BPM adoption
      2. Starting with the right business process
      3. Creating a process-based application
      4. Roles in BPM projects
      5. Summary
    9. 3. Product Architecture
      1. Guiding principles
      2. Design environment
        1. User-centric design tools
        2. Composite BPM project
      3. Runtime architecture
        1. Unified SCA server
        2. Workflow architecture
        3. Process analytics
        4. Deployment topology
      4. Security
        1. User authentication and authorization
        2. Policy-driven security
      5. Management
        1. End-to-end monitoring
        2. Policy-driven exception handling
        3. Deployment
        4. Test–to–production
      6. Summary
    10. 4. Functional Overview
      1. Business-friendly modeling
        1. BPM Studio
          1. BPMN 2.0
          2. Business Rules
          3. User interface (task forms)
          4. SCA Composite
        2. Process Composer
        3. Modeling Space
      2. Process analysis
      3. Productive work management
        1. Process Spaces (Social BPM)
          1. Process Workspace
          2. Process instance space
        2. Work organization and management
          1. Views
          2. Personal and group rules
          3. Dashboard-driven filtering
      4. Built for change
      5. Summary
    11. 5. The Tutorial Project: Sales Quote Processing
      1. Structure of the tutorial
      2. Sales Quote tutorial scenario
      3. Tutorial files
      4. Summary
    12. 6. Product Installation
      1. Checking your installation
      2. What you will need and where to get it
        1. What to install
        2. Memory and disk space requirements
        3. Downloading files
        4. Checking your browser
        5. Checking your JDK
      3. Installation
        1. Installing the database
        2. Installing WebLogic server
        3. Installing database schema using RCU
          1. Configuring schema
        4. Installing BPM
          1. Installing SOA PS1
          2. Installing SOA PS2 with BPM 11gR1
        5. Creating domain
        6. Installing JDeveloper
          1. Installing and starting JDeveloper
        7. Updating JDeveloper with latest SOA
        8. Updating JDeveloper with latest BPM
      4. Additional actions
        1. Setting memory limits
        2. Starting and stopping
          1. Starting servers
          2. Console URLS
          3. Stopping servers
        3. WebLogic server console settings
        4. EM settings for development
      5. Configuration
        1. Seed demo users
      6. Installing WebCenter
        1. Preparing for installing UCM
          1. Installing Web Tier
        2. Installing WebCenter RCU, Server, and UCM
          1. RCU
          2. Installing WebCenter server
          3. Configuring WebCenter
          4. Configuring UCM
        3. Configuring security for UCM
          1. Setting up password for embedded LDAP
          2. Configuring LDAP provider in UCM
          3. Configuring discussions security
          4. Configuring connections
        4. Testing WebCenter installation
        5. Installing Process Spaces
          1. Verifying and configuring Process Spaces
      7. Testing your installation
      8. Uninstalling
      9. Summary
    13. 7. Process Modeling using BPMN 2.0
      1. BPMN 2.0 concepts
        1. A quick introduction to BPMN
        2. Sales Quote Process Flow
      2. Creating a BPM Application
      3. Tutorial: Creating SalesQuote project and modeling RequestQuote process
      4. Summary
    14. 8. Process Organization Model
      1. Concepts
        1. Role
        2. Organization unit
        3. Calendar and holiday rules
        4. Organizational Artifacts Mapping, Application Roles, and Approval Groups
          1. Application roles
          2. Approval groups
      2. Tutorial: Defining organizational model for SalesQuote
        1. Adding a role
        2. Adding members to the role
        3. Adding an organization unit
        4. Creating holiday rules
        5. Creating calendar rules
        6. Creating and mapping organization artifacts inside BPM Workspace
      3. Summary
    15. 9. Simulation and Analysis of the Business Process
      1. Simulation concepts
      2. Simulation steps
      3. Tutorial: Simulating SalesQuote
        1. Creating the Process Simulation Model
      4. Creating the project simulation definition
      5. Running the simulation
      6. Analyzing the simulation results
      7. Improving the process
        1. Summary of revisions:
        2. Creating the to-be Sales Quote process
        3. Modifying the Simulation Model for Sales Quote process
        4. Modifying the Project Simulation Definition
        5. Re-running the simulation
      8. Summary
    16. 10. Implementation of the Business Process
      1. Concepts
        1. BPM Projects and BPM Project Templates
        2. Business Catalog
        3. Business Object
        4. Data Objects
      2. Tutorial: Making SalesQuote executable and testing it
        1. Creation of Business Objects for Sales Quote process
        2. Creating Data Objects for Sales Quote process
      3. Implementing Interactive Tasks
        1. Defining the Task service
        2. Generating a form for the Human Task implementation
        3. Task data mapping
        4. Mapping swim lane roles to LDAP roles
      4. Configuration of the Service Task
        1. Bind File Adapter service to Save Quote step
        2. Passing data to service
      5. Data association configuration for conditional flows
      6. Configuration of Script Tasks
      7. Deploying the process
      8. Summary
    17. 11. Using Process Composer
      1. Signing on to Process Composer
      2. Tutorial: Making changes to SalesQuote from Process Composer
        1. Setting up an MDS connection
        2. Creating and publishing BPM project template in BPM Studio to MDS
        3. Creating a BPM project from a template inside Process Composer
      3. Process Composer Administration
        1. Role mapping
        2. Managing projects
      4. Summary
    18. 12. Using Process Spaces and Workspace Application
      1. End user roles and concepts
      2. Workspace application
      3. Process Spaces
      4. Organizing, finding, and performing work
        1. Organizing the work
        2. Finding the work
        3. Performing work
      5. Managing vacations, and delegating and re-assigning work
        1. Managing vacations
        2. Delegating and re-assigning work
      6. Managing and tracking processes
      7. Summary
    19. 13. Process Analytics and Business Activity Monitoring
      1. Concepts and architecture
      2. Default process analytics and dashboards
      3. Business indicators and measurement marks
      4. Custom dashboards
      5. Tutorial: Using standard and custom dashboards for the Request Quote process
        1. Adding process analytics specifications to a BPMN process
        2. Adding business indicators
        3. Assigning data to business indicators
        4. Adding a measurement mark
        5. Adding a counter
        6. Running instances to create sample data
        7. Creating dashboards
      6. Integration with Oracle Business Activity Monitoring
      7. Tutorial: Using BAM reports for Request Quote process
        1. Setting up for monitoring with Oracle BAM
          1. Configuring the BAM adapter
          2. Configuring the BPMN engine for BAM integration
          3. Importing BAM monitor express
        2. Configuring the BPM project for BAM monitoring
        3. Creating a process-specific BAM data object
        4. Creating BAM dashboards
        5. Viewing BAM dashboards
        6. Creating an alert for a High Discount Sales Quote
      8. Summary
    20. 14. Using Business Rules
      1. Introducing Oracle Business Rules
      2. Using business rules from BPM
      3. Business rules concepts
      4. Using IF-THEN rules
      5. Using decision tables
      6. Using aggregates
      7. Tutorial: Adding determine approvals to the Request Quote process
        1. Creating and using new business rules
        2. Defining rules
          1. Defining bucketsets to use in the decision table
          2. Creating a new decision table
          3. Specifying actions for the decision table
          4. Using conflict detection
          5. Changing branch test for Business Practices Review required
        3. Testing
      8. Summary
    21. 15. Using Human Task Patterns and Other Concepts
      1. Introducing Human Task
      2. Using Human Tasks from BPM
      3. Human Task participant patterns
      4. Human Task completion outcome
      5. Using Management Chain
      6. Using parallel approvals
      7. Using Approval Groups
      8. Using Notifications
      9. Using escalations and expirations
      10. Tutorial: Using pattern-based, rule-driven approval routing in the Request Quote process
        1. Adding a data assignment
          1. Deploying the application
        2. Running
          1. Creating the approval group
          2. Hierarchy of users
          3. Instantiating a new process
          4. Other scenarios
      11. Summary
    22. 16. User Interface Development for Human Tasks
      1. Introducing ADF
        1. Key components in ADF
        2. The ADF Controller
        3. Task flow components
        4. Unbounded task flow
        5. Bounded task flow
        6. ADF Business Components (ADFBC)
      2. Tutorial: Building the ADF task forms
        1. Task forms for entering a quote
          1. Setup
        2. Creating a new UI project
        3. Creating ADF business components
          1. Creating JDBC data source
          2. Updating the application module configuration
        4. Creating task flow form
          1. Using a bounded task flow
          2. Creating a form for entering the quote header data
          3. Creating a form for adding products to the quote
            1. Registering Managed Beans
            2. Building the form
          4. Creating a form for requesting a discount
          5. Creating a form for adding terms and conditions to the quote
          6. Creating a submit form
        5. Task form for reviewing the quote
          1. Creating a task flow for the Business Practices Review task
        6. Creating the UI for quote approval
          1. Hints to help you with the challenge exercise
        7. Deploying the UI
      3. Summary
      4. References
    23. 17. Events and Exception Handling
      1. Start and End Events
        1. Start Events
          1. None Start Event
          2. Message Start Event
            1. Implementation of Message Start Event
          3. Signal Start Event
            1. Configuration of Signal Start Event
          4. Timer Start Event
            1. Configuration of Timer Start Event
        2. Multiple Start Events
        3. End Events
          1. None End Event
          2. Message End Event
          3. BPMN process as a service
          4. Signal End Event
          5. Error End Event
          6. Terminate End Event
          7. Multiple End Events
      2. Intermediate Events
        1. Throw and Catch Intermediate Events
          1. Message Intermediate Event
          2. Signal Intermediate Event
          3. Timer Intermediate Event
        2. Boundary Events
          1. Timer Boundary Events
          2. Error Boundary Events
            1. Using Error Boundary Events to catch system exceptions
            2. Using Error Boundary Events to catch business exceptions
            3. Using Error Boundary Events for propagation of subprocess errors
        3. Event Subprocess
      3. Summary
    24. 18. Customizing and Extending Process Spaces
      1. Concepts
      2. Tutorial: Customizing and extending Workspace
        1. Customizing layout and components
          1. Rearranging layout
          2. Changing component attributes
          3. Adding Components
        2. Customizing services
        3. Customizing roles and privileges
        4. Saving as Template
      3. Tutorial: Customizing WebCenter's look
      4. Summary
    25. 19. Administering the BPM Environment
      1. BPM administration
        1. Managing organization definitions
          1. Managing roles
          2. Organizational units
          3. Challenge exercise
        2. Task administration
          1. Administering approval groups
          2. Configuring tasks
      2. Managing the BPM infrastructure
        1. Managing your business processes
        2. Monitoring your business processes
      3. Summary
    26. 20. Concluding Remarks