Getting Started with Oracle BPM Suite 11gR1 – A Hands-On Tutorial

Heidi Buelow, Manoj Das, Manas Deb, Prasen Palvankar

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Getting Started with Oracle BPM Suite 11gR1 – A Hands-On Tutorial

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Overview

Table of Contents

Author

Reviews

Support

Sample Chapters

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

Book Details

Language : English
Paperback : 536 pages [ 235mm x 191mm ]
Release Date : September 2010
ISBN : 1849681686
ISBN 13 : 9781849681681
Author(s) : Heidi Buelow, Manoj Das, Manas Deb, Prasen Palvankar, Meera Srinivasan
Topics and Technologies : All Books, Oracle Fusion Middleware, Enterprise, Oracle

Preface
Chapter 1: Business Process Management
Chapter 2: Getting Started with BPM
Chapter 3: Product Architecture
Chapter 4: Functional Overview
Chapter 5: The Tutorial Project: Sales Quote Processing
Chapter 6: Product Installation
Chapter 7: Process Modeling using BPMN 2.0
Chapter 8: Process Organization Model
Chapter 9: Simulation and Analysis of the Business Process
Chapter 10: Implementation of the Business Process
Chapter 11: Using Process Composer
Chapter 12: Using Process Spaces and Workspace Application
Chapter 13: Process Analytics and Business Activity Monitoring
Chapter 14: Using Business Rules
Chapter 15: Using Human Task Patterns and Other Concepts
Chapter 16: User Interface Development for Human Tasks
Chapter 17: Events and Exception Handling
Chapter 18: Customizing and Extending Process Spaces
Chapter 19: Administering the BPM Environment
Chapter 20: Concluding Remarks
Index

Preface

Chapter 1: Business Process Management
- BPM—context and historical perspective
- Evolution of BPM tools and standards
- Business Process Management Suite (BPMS)
  - SOA and BPM
  - Notational standards in BPM – BPEL and BPMN
- The promise of BPM – key benefits
- Summary

Chapter 2: Getting Started with BPM
- Areas of focus for successful BPM adoption
- Starting with the right business process
- Creating a process-based application
- Roles in BPM projects
- Summary

Chapter 3: Product Architecture
- Guiding principles
- Design environment
  - User-centric design tools
  - Composite BPM project
- Runtime architecture
  - Unified SCA server
  - Workflow architecture
  - Process analytics
  - Deployment topology
- Security
  - User authentication and authorization
  - Policy-driven security
- Management
  - End-to-end monitoring
  - Policy-driven exception handling
  - Deployment
  - Test–to–production
- Summary

Chapter 4: Functional Overview
- Business-friendly modeling
  - BPM Studio
    - BPMN 2.0
    - Business Rules
    - User interface (task forms)
    - SCA Composite
  - Process Composer
  - Modeling Space
- Process analysis
- Productive work management
  - Process Spaces (Social BPM)
    - Process Workspace
    - Process instance space
  - Work organization and management
    - Views
    - Personal and group rules
    - Dashboard-driven filtering
- Built for change
- Summary

Chapter 5: The Tutorial Project: Sales Quote Processing
- Structure of the tutorial
- Sales Quote tutorial scenario
- Tutorial files
- Summary

Chapter 6: Product Installation
- Checking your installation
- What you will need and where to get it
  - What to install
  - Memory and disk space requirements
  - Downloading files
  - Checking your browser
  - Checking your JDK
- Installation
  - Installing the database
  - Installing WebLogic server
  - Installing database schema using RCU
    - Configuring schema
  - Installing BPM
    - Installing SOA PS1
    - Installing SOA PS2 with BPM 11gR1
  - Creating domain
  - Installing JDeveloper
    - Installing and starting JDeveloper
  - Updating JDeveloper with latest SOA
  - Updating JDeveloper with latest BPM
- Additional actions
  - Setting memory limits
  - Starting and stopping
    - Starting servers
    - Console URLS
    - Stopping servers
  - WebLogic server console settings
  - EM settings for development
- Configuration
  - Seed demo users
- Installing WebCenter
  - Preparing for installing UCM
    - Installing Web Tier
  - Installing WebCenter RCU, Server, and UCM
    - RCU
    - Installing WebCenter server
    - Configuring WebCenter
    - Configuring UCM
  - Configuring security for UCM
    - Setting up password for embedded LDAP
    - Configuring LDAP provider in UCM
    - Configuring discussions security
    - Configuring connections
  - Testing WebCenter installation
  - Installing Process Spaces
    - Verifying and configuring Process Spaces
- Testing your installation
- Uninstalling
- Summary

Chapter 7: Process Modeling using BPMN 2.0
- BPMN 2.0 concepts
  - A quick introduction to BPMN
  - Sales Quote Process Flow
- Creating a BPM Application
- Tutorial: Creating SalesQuote project and modeling RequestQuote process
- Summary

Chapter 8: Process Organization Model
- Concepts
  - Role
  - Organization unit
  - Calendar and holiday rules
  - Organizational Artifacts Mapping, Application Roles, and Approval Groups
    - Application roles
    - Approval groups
- Tutorial: Defining organizational model for SalesQuote
  - Adding a role
  - Adding members to the role
  - Adding an organization unit
  - Creating holiday rules
  - Creating calendar rules
  - Creating and mapping organization artifacts inside BPM Workspace
- Summary

Chapter 9: Simulation and Analysis of the Business Process
- Simulation concepts
- Simulation steps
- Tutorial: Simulating SalesQuote
  - Creating the Process Simulation Model
- Creating the project simulation definition
- Running the simulation
- Analyzing the simulation results
- Improving the process
  - Summary of revisions:
  - Creating the to-be Sales Quote process
  - Modifying the Simulation Model for Sales Quote process
  - Modifying the Project Simulation Definition
  - Re-running the simulation
- Summary

Chapter 10: Implementation of the Business Process
- Concepts
  - BPM Projects and BPM Project Templates
  - Business Catalog
  - Business Object
  - Data Objects
- Tutorial: Making SalesQuote executable and testing it
  - Creation of Business Objects for Sales Quote process
  - Creating Data Objects for Sales Quote process
- Implementing Interactive Tasks
  - Defining the Task service
  - Generating a form for the Human Task implementation
  - Task data mapping
  - Mapping swim lane roles to LDAP roles
- Configuration of the Service Task
  - Bind File Adapter service to Save Quote step
  - Passing data to service
- Data association configuration for conditional flows
- Configuration of Script Tasks
- Deploying the process
- Summary

Chapter 11: Using Process Composer
- Signing on to Process Composer
- Tutorial: Making changes to SalesQuote from Process Composer
  - Setting up an MDS connection
  - Creating and publishing BPM project template in BPM Studio to MDS
  - Creating a BPM project from a template inside Process Composer
- Process Composer Administration
  - Role mapping
  - Managing projects
- Summary

Chapter 12: Using Process Spaces and Workspace Application
- End user roles and concepts
- Workspace application
- Process Spaces
- Organizing, finding, and performing work
  - Organizing the work
  - Finding the work
  - Performing work
- Managing vacations, and delegating and re-assigning work
  - Managing vacations
  - Delegating and re-assigning work
- Managing and tracking processes
- Summary

Chapter 13: Process Analytics and Business Activity Monitoring
- Concepts and architecture
- Default process analytics and dashboards
- Business indicators and measurement marks
- Custom dashboards
- Tutorial: Using standard and custom dashboards for the Request Quote process
  - Adding process analytics specifications to a BPMN process
  - Adding business indicators
  - Assigning data to business indicators
  - Adding a measurement mark
  - Adding a counter
  - Running instances to create sample data
  - Creating dashboards
- Integration with Oracle Business Activity Monitoring
- Tutorial: Using BAM reports for Request Quote process
  - Setting up for monitoring with Oracle BAM
    - Configuring the BAM adapter
    - Configuring the BPMN engine for BAM integration
    - Importing BAM monitor express
  - Configuring the BPM project for BAM monitoring
  - Creating a process-specific BAM data object
  - Creating BAM dashboards
  - Viewing BAM dashboards
  - Creating an alert for a High Discount Sales Quote
- Summary

Chapter 14: Using Business Rules
- Introducing Oracle Business Rules
- Using business rules from BPM
- Business rules concepts
- Using IF-THEN rules
- Using decision tables
- Using aggregates
- Tutorial: Adding determine approvals to the Request Quote process
  - Creating and using new business rules
  - Defining rules
    - Defining bucketsets to use in the decision table
    - Creating a new decision table
    - Specifying actions for the decision table
    - Using conflict detection
    - Changing branch test for Business Practices Review required
  - Testing
- Summary

Chapter 15: Using Human Task Patterns and Other Concepts
- Introducing Human Task
- Using Human Tasks from BPM
- Human Task participant patterns
- Human Task completion outcome
- Using Management Chain
- Using parallel approvals
- Using Approval Groups
- Using Notifications
- Using escalations and expirations
- Tutorial: Using pattern-based, rule-driven approval routing in the Request Quote process
  - Adding a data assignment
    - Deploying the application
  - Running
    - Creating the approval group
    - Hierarchy of users
    - Instantiating a new process
    - Other scenarios
- Summary

Chapter 16: User Interface Development for Human Tasks
- Introducing ADF
  - Key components in ADF
  - The ADF Controller
  - Task flow components
  - Unbounded task flow
  - Bounded task flow
  - ADF Business Components (ADFBC)
- Tutorial: Building the ADF task forms
  - Task forms for entering a quote
    - Setup
  - Creating a new UI project
  - Creating ADF business components
    - Creating JDBC data source
    - Updating the application module configuration
  - Creating task flow form
    - Using a bounded task flow
    - Creating a form for entering the quote header data
    - Creating a form for adding products to the quote
    - Creating a form for requesting a discount
    - Creating a form for adding terms and conditions to the quote
    - Creating a submit form
  - Task form for reviewing the quote
    - Creating a task flow for the Business Practices Review task
  - Creating the UI for quote approval
    - Hints to help you with the challenge exercise
  - Deploying the UI
- Summary
- References

Chapter 17: Events and Exception Handling
- Start and End Events
  - Start Events
    - None Start Event
    - Message Start Event
    - Signal Start Event
    - Timer Start Event
  - Multiple Start Events
  - End Events
    - None End Event
    - Message End Event
    - BPMN process as a service
    - Signal End Event
    - Error End Event
    - Terminate End Event
    - Multiple End Events
- Intermediate Events
  - Throw and Catch Intermediate Events
    - Message Intermediate Event
    - Signal Intermediate Event
    - Timer Intermediate Event
  - Boundary Events
    - Timer Boundary Events
    - Error Boundary Events
  - Event Subprocess
- Summary

Chapter 18: Customizing and Extending Process Spaces
- Concepts
- Tutorial: Customizing and extending Workspace
  - Customizing layout and components
    - Rearranging layout
    - Changing component attributes
    - Adding Components
  - Customizing services
  - Customizing roles and privileges
  - Saving as Template
- Tutorial: Customizing WebCenter's look
- Summary

Chapter 19: Administering the BPM Environment
- BPM administration
  - Managing organization definitions
    - Managing roles
    - Organizational units
    - Challenge exercise
  - Task administration
    - Administering approval groups
    - Configuring tasks
- Managing the BPM infrastructure
  - Managing your business processes
  - Monitoring your business processes
- Summary

Chapter 20: Concluding Remarks

Index

Heidi Buelow

Heidi Buelow is a BPM Product Manager with Oracle and is responsible for Oracle BPM Suite and programs such as beta and technical previews. Heidi joined Oracle in 2006, and previously was Chief Application Architect developing a Business Process Management engine, developer toolset, and application framework. Heidi started her career as a software developer at Xerox working on the Xerox Network Services and Star Workstation products where she first learned to appreciate object-oriented and services-oriented technologies. She holds a Bachelor of Science degree in Computer Science from the University of Southern California.

Manoj Das

Manoj is Director of Product Management at Oracle, responsible for Oracle's BPM Suite of products. Manoj's BPM journey started at Siebel Systems, where he was responsible for the next generation process-centric and insight-driven application platform. He plays a leadership role setting BPM and SOA industry standards, especially in BPMN 2.0, BPEL, and Business Rules. He is widely recognized at industry conference and in Information Technology publications. Manoj has a BS in Computer Science from IIT Kanpur and an MBA from UC Berkeley. He has held senior Product Management, Development Management, and Product Development positions at Oracle, Siebel, Mentor Graphics, and elsewhere.

Manas Deb

Manas Deb is a senior director in the Fusion Middleware/SOA, BPM, Governance Suites Product Group at Oracle HQ. He currently leads outbound product management and many strategic engagements initiatives for Oracle's SOA, BPM, and Governance solutions, worldwide. He is also responsible for Oracle/HQ-based SOA Methodology initiatives. He has worked in the software industry for over twenty years, most of which was spent in software product management/marketing and on architecting and leading a wide variety of enterprise-level application development and business integrations projects in a wide variety of industries. A graduate of The Indian Institute of Technology (KGP), Manas attended post-graduate studies at University of Texas at Austin. He received his PhD in an inter-disciplinary program comprising Computer Science, Applied Mathematics, and Engineering. Manas also has an MBA with specialization in international business.

Prasen Palvankar

Prasen Palvankar is a Director of Product Management at Oracle and is responsible for outbound SOA Suite and BPM Suite product-related activities such as providing strategic and architectural support to Oracle's SOA Suite and BPM Suite current and prospective customers and also includes field and partner enablement, and training. Prasen joined Oracle in 1998 and worked as a Technical Director in the Advanced Technology Solutions group in Oracle Consulting delivering large-scale integration projects before taking on his current role five years ago. Prior to joining Oracle, he worked as a Principal Software Engineer at Digital Equipment Corporation.

Meera Srinivasan

Meera Srinivasan is a BPM Product Manager with Oracle and is responsible for Oracle BPM Suite and Oracle BPA Suite. She has 15 years of extensive experience in integration, SOA, BPM, and EA technologies and represents Oracle at OMG, OASIS and other industry consortia. Meera joined Oracle in 2003, and was part of the SOA Product Management team managing Adapters. Prior to joining Oracle, she spent seven years with TIBCO Software, a pioneer in electronic trading, message-oriented middleware, and enterprise integration. At TIBCO, she was an Engineering Manager involved in managing the development of various Adapters and EAI technologies. She holds a Master of Science degree in Computer Science from the University of Florida at Gainesville.

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Errata

- 1 submitted: last submission 07 Dec 2012

Errata type: Others | Page number: 103 | Errata date: 8 Apr 11

The folder of the file which should be adjusted is not correct. At the moment it is "C:\Oracle\Middleware\home_11gbeta\user_projects\domains\ domain1\bin\" should be "home_ps2" instead of "home_11gbeta"

Sample chapters

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What you will learn from this book

Build a business process application
Model executable processes with Business Process Modeling Notation (BPMN) 2.0
Optimize your processes using process simulation
Analyze activity with Process Analytics and Business Activity Monitoring
Integrate business decisions with Business Rules
Design complex Human Task flows
Develop rich forms for BPM
Collaborate with Process Spaces (Social BPM)
Explore life-cycle management features

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

Approach

This fully illustrated step-by-step tutorial is based on proven training content that has been highly praised by hundreds of developers in product training courses given as part of the BPM Suite 11g rollout. You will learn how to build a business process application project iteratively with each chapter introducing new technology components and adding a functional increment. Each chapter comes with a working solution for your reference. You can use the solution to start the tutorial at any point or to jump around to the chapters most interesting to you.

Who this book is for

This clear and detailed tutorial is perfect for both new and experienced business process developers, process architects, and process analysts looking for a pragmatic and hands-on approach to learning Oracle BPM Suite 11g.