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Documenti di Professioni
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D69370
Edition 1.0
D66123GC10
November 2010
Activity Guide
Oracle BPM 11g Modeling
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Authors
Rosie Piller (Lead), Ron Pinkerton
Table of Contents
2. What is the difference between a business process and a business process model?
5. What is the name of the component where business process models are published to
enable sharing among project teammates?
7. Deployment to the Oracle WebLogic Application Server is an optional step that might be
chosen to ease administrative tasks. (T/F)
8. What is the name of the application that process participants use to interact with a
business process?
1. Which role or persona will you be responsible for in your implementation (analyst;
developer; participant; administrator; owner)? Will your real life responsibilities span
more than one persona? How?
2. Name some key performance indicators you might wish to track in your implementation
of Oracle BPM. Why are these indicators important to your process/business?
3. Use the blank diagram on the next page to sketch out a sample business process for
your enterprise. Fill in the name of the organizational unit (for example, a department or
division) in the right-facing arrows. In the blank columns make notes of individual steps
or activities that might be a part of your process. (There is no right or wrong answer right
now. Think about how you might apply what you have seen in this lesson.)
Solution
1. Why is Business Process Management described as a closed loop?
2. What is the difference between a business process and a business process model?
A business process is a [real world] set of linked activities performed by people and
The happy path in a business process model is typically defined by a process analyst.
It describes how the business process flows to achieve the desired result, but does not
concern itself with errors, exceptions, or technical implementation details. These
elements are typically completed by the process developer during implementation.
5. What is the name of the component where business process models are published to
enable sharing among project team mates?
7. Deployment to the Oracle WebLogic Application Server is an optional step that might be
chosen to ease administrative tasks. (T/F)
False. The Oracle WebLogic Application Server provides the necessary runtime
environment for Oracle BPM applications.
8. What is the name of the application process participants use to interact with a business
process?
10. How are process analytics and Oracle BAM related? How are they different?
Process Analytics is a feature of the Oracle BPM Suite that provides a set of dashboard
for displaying this information based on KPIs defined at design-time and using data
collected from sensors embedded in the runtime system. The information collected by
Process Analytics can be passed to Oracle BAM for broader business performance
management.
Oracle BAM is separate from the Oracle BPM Suite. It provides additional abilities to
aggregate and display near real time process information.
Assumptions
As part of the setup for this course, the mtwain and jcooper users have been mapped to the
following Process Composer roles:
User Role(s)
Tasks
1. Start the WebLogic Application Server for the domain called domain1. Ensure it is running
before you proceed.
Here are detailed instructions, if you need them:
a. Click Start > Programs > Oracle WebLogic > User Projects > domain1
> Start Admin Server for WebLogic Server Domain.
b. Wait until you see the message SOA Platform is running and accepting requests, as
highlighted in this screenshot:
If a message appears indicating you have to sign out and sign back in for this change
to take effect, you can ignore the message.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
d. Click OK.
4. Create a blank BPM project called SalesQuote in the default folder. Do not enable
sharing.
Here are detailed instructions, if you need them:
a. Click Create New Project.
g. When you have finished, click the Create button in the Create section on the right.
h. The window refreshes, and your new (blank) project is displayed.
5. Create a simple manual process called RequestQuote, with a Start activity, an End
activity, and one User Task activity.
Here are detailed instructions, if you need them:
b. Name the process RequestQuote, select Manual Process from the Pattern list, and add
a short description:
Assumptions
Tasks
2. Add the following User Tasks to the RequestQuote process model after the Enter
Quote Details task, in order:
Business Practices Review
Approve Deal
Approve Terms
Finalize Contracts
When you have finished, your process model should look like this:
selected. (You do not need to hold and drag the flow element.) Click on the canvas
where you want the flow element to be. You can click on the canvas multiple times
to add multiple flow elements. When you have finished adding flow elements of that
type, click the Select button.
Since you are adding multiple elements of the same type, the Component Menu is more
convenient to use. The following instructions describe that method.
a. To make space for the User Tasks you will be adding to the process model, move the
End event to the far right:
c. Position the cursor to the right of Enter Quote Details, directly on the transition
line. You want this new task to be in the process flow, so ensure the transition line is
highlighted (as shown). Then click to add this task to the flow.
The new User Task is added, with the default name UserTask0.
d. Add three more User Tasks in a similar fashion. Your process model should now look
like this:
f. Double-click the User Task labels to relabel them to Business Practices Review,
Approve Deal, Approve Terms, and Finalize Contracts. Your process model
should now look like this:
3. Add swimlanes and roles as shown in this screenshot, and move each task into position
according to which role will perform the task:
Back on the Edit Lane window, the new role SalesRep appears in the Role field.
d. Click OK.
The swimlane should now be labeled SalesRep.
f. Double-click Unsigned Role, and follow the instructions earlier in this section to
create a new role called BusinessPractices. Assign that new role to the swimlane
containing the Business Practices Review task.
Your swimlanes and first few flow elements should now look like this:
h. To optimize the layout of the swimlanes, click the Autolayout button in the toolbar
on the upper left of the editor.
Your process model should now look like this:
Assumptions
c. Double-click the gateway label, and change the name of the Exclusive Gateway to Is
Business Practices Review Required?
d. Using the Component Palette (not the Component Menu), draw a conditional transition
from the new gateway to Business Practices Review.
e. Label the conditional transition Yes.
f. Delete the default transition from Enter Quote Details to Business Practices
Review, because you want the process to flow to the gateway.
g. Add a default transition from Enter Quote Details to the gateway, and from the
gateway to Approve Deal. Label this second transition No.
The first few elements in your process model should now look like this:
b. Label the gateway Approvals, and label the merge Approvals Merge.
f. Add default transitions from Approvals to Approve Deal, from Approve Deal to
Approvals Merge, from Approvals to Approve Terms, from Approve Terms to
Approvals Merge, and from Approvals Merge to Finalize Contracts.
The last part of your process model should now look like this:
2. Add a Business Rule called Determine Approvals after Enter Quote Details.
Here are detailed instructions, if you need them:
a. Using either the Component Menu or the Component Palette, add a Business Rule
Task after the Enter Quote Details task.
b. Relabel the Business Rule Task to Determine Approvals.
The first few elements of your process model should look like this:
If you deselected Enable Sharing when you created the SalesQuote process and have
not toggled Shared editing on, then you should be in Private editing mode. (The word
Private should appear in the project toolbar in the upper right.)
a. If you are not already in Private editing mode, select Private:
The screen refreshes and indicates that you are editing the project in Private mode:
Tasks
1. Share the SalesQuote project you created in the previous practice, and acquire a lock on
it.
Here are detailed instructions, if you need them:
The upper right corner of your BPM Composer screen should look similar to the following
screenshot, indicating that you are editing a private copy of the project:
The application window refreshes and should show that you are in Shared, Editing
mode:
You now have a lock on this project, and it is shared, not private.
2. Publish the SalesQuote project to the BPM Metadata Service repository.
Here are detailed instructions, if you need them:
a. Click Editing and select Publish.
The application refreshes and shows that you no longer have a lock on this project.
b. Click the Configure Connection down arrow, and select Configure Connection:
c. Click OK.
The BPM MDS Navigator now displays two folders: Public and Templates:
b. In the BPM MDS Navigator, right-click the SalesQuote project and select Check out.
c. If you want to change the name of the project, you could change it here. Lets leave the
name as is. Click OK.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
d. Click Yes.
The BPM MDS Navigator reappears.
Notice that many of the tasks, gateways, and transitions show a yellow Warning
symbol. That is because you have accessed BPM Studio using the Default role, which
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
is the role Developers typically use. The Warning symbols indicate that these flow
objects have not been implemented yet.
8. Make the following minor change to the process model: add a description to the Business
Practices Outcome gateway, as follows:
If the quote fails the Business Practices Review task, route it back to Enter Quote Details.
Otherwise, send it on for approval.
Here are detailed instructions, if you need them:
a. Right-click the Business Practices Outcome gateway, and select Properties:
c. Click OK.
There is no change to the flow element in the process model:
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
b. In the BPM Project Navigator, right-click the SalesQuote project and select Publish
to BPM MDS.
c.
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d. Notice you are in Read-Only mode. To acquire a lock on the project, click the down
arrow next to Read-Only, and select Edit:
The screen refreshes. In the upper right corner, you can see that you are in Shared,
Editing mode. The main window now includes the Component Palette:
The Exclusive Gateway window appears, and you can see the new Description:
The page refreshes and indicates that you are back in Read-Only mode:
Assumptions
Tasks
g. Ensure that Composite With BPMN Process is selected, and click Finish.
The project is created, as you can see in the Application Navigator:
2. The User Task in MyProcess shows a warning because it has not yet been implemented.
Implementation is a Developer task. Set message severity so you see errors, but not
warnings.
Here are detailed instructions, if you need them:
a. In the upper right corner of the BPMN Process Editor, click the Highlighting Level
button (which currently displays Show Warnings):
3. Display the Structure view corresponding to your new process, and expand the Activities
folder in that view.
Here are detailed instructions, if you need them:
a. In the BPM Project Navigator, expand the MyProject folder:
5. Using MyProcess, model a simple order processing process. Your goal is to build a
process model like the following, including appropriately named activities, swimlanes,
gateways, and transitions.
c. To make room for the tasks you will be adding, move the End event to the right:
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
d. If the Component Palette is not visible in the right pane, click View and select
Component Palette.
e. In the Component Palette, ensure BPM is selected:
h. Position the mouse on the transition line between Get Order and End. If properly
placed, the transition line turns blue:
i. When you release the mouse, you are prompted to provide a name for the new User
Task. Type Check Inventory:
k. In a similar fashion, add the Back Order Product User Task between Check Inventory
and End.
l. To add the Pack and Ship Manual activity, select (click and release) Manual from the
Activities folder in the Component Palette:
m. Position the Manual activity between Back Order Product and End, and label it Pack
and Ship.
n. Not all of these tasks are performed by participants in the same role. Click and drag the
Pack and Ship activity below the swimlane:
o. The Pack and Ship task is performed by participants who have the ShippingClerk
role. If this role exists, you can select it from the Role list. Otherwise, click New.
The Role window appears:
The Role properties window reappears, and the selected role is now ShippingClerk:
r. Move the End event to the right of the Pack and Ship activity:
s. To relabel the first swimlane and add the OrderProcessing role, start by right-clicking
the swimlane label and selecting Properties:
Note: To optimize the size of the layout, click Automatic Layout, ensure OFF and
Optimize lanes is selected, and click Run layout once.
u. In preparation for adding the Exclusive Gateway labeled In Stock?, collapse the
Activities folder and expand the Gateways folder in the Component Palette:
x. Select the transition between Check Inventory and Back Order Product, and move the
right end point of the transition to the In Stock? gateway.
y. To add a conditional transition between In Stock? and Back Order Product, right-click
the gateway and select Add conditional sequence flow:
cc. In a similar fashion, add a default transition from the gateway to Pack and Ship, and
label the transition Yes.
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2. What kind of task/activity might you use here if validation involves:
a. querying a database for customer information?
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b. applying a standard set of criteria to the incoming customer information?
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c. accepting this customer after a manager reviews this?
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b. What will happen if this path is followed?
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b. If you chose to use a User Task here, who would be assigned the task in the
workflow application?
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Copyright 2010, Oracle and/or its affiliates. All rights reserved.
b. What kind of status tracking would the BPM tool maintain for the task/activity type
you used?
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c. Could this process end with a different type of flow object? If so, what choices
would you have? If not, why not?
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1. Assume that step 2 (VALIDATE CUSTOMER) above includes completing multiple tasks,
including validating customer information, performing a credit check and approving the
size of the order. You have chosen to define these steps in a subprocess. Diagram that
subprocess below, using the following criteria:
Include start and end events in your model. Indicate which type you selected
and why.
Assume that there are no dependencies among the activities. All three should
Building a Process
In this practice, you are challenged to apply the information from this lesson, and prior lessons
and practices to model a process. Some tips to get you started appear below. Additional
guidance can be found on the solution page at the end of this practice.
1. Use Process Composer to create the model illustrated at the beginning of this practice.
Add the model to project MyProject, which you created at the end of the Using BPM
Studio lesson. Given that the project was created in BPM Studio,
a. What step(s) will you need to complete to make the project available to Process
Composer?
Solution
1. What kind of event triggers this business process?
A message start event.
b. If you chose to use a User Task here, who would be assigned the task in the
workflow application?
Someone in Manufacturing (based on the swim lane).
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
b. What kind of status tracking would the BPM tool maintain for the task/activity type
you used?
None. Manual tasks are by definition not managed by BPM or any other
software tool.
c. Could this process end with a different type of flow object? If so, what choices
would you have? If not, why not?
Yes, it could with other flow objects. Several types of end events (message,
none, signal) could be valid choices for the happy path flow. Note that a
terminate end object was used in the model (step 4). An error end object might
also have been used here in certain circumstances.
Solution
Here is one possible solution to the instructions to model a subprocess.
Solution
Here is what your finished model might look like:
Assumptions
Tasks
Question: The Type Documentation is selected. Who is the target audience for this
documentation?
Answer: End Users, that is, those who perform the tasks in the process.
c. Select Use Case Documentation from the Type menu:
e.
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5. Click OK.
Note: The jazn.com (Java AuthoriZatioN) Identity Service is based on LDAP. It provides
user/group/role lookup functionality, and stores organization hierarchy information. It is
provided as part of the default SOA infrastructure installed with the BPM Suite. Upon
installation, it is pre-populated with demo user community information, including the author
names you have been using in this course.
5. Enter the search pattern j*, and click the Search icon.
All users who match the search pattern are displayed.
6. Select user jlondon from the search results, and click Select.
Creating Holidays
In this task you create three sets of holiday rules that you will then assign to calendars.
Creating a Calendar
In this task you create three calendars that can be assigned to organizational units.
To create a calendar:
1. If your editor is not still open to the Organization editor from the previous task, complete the
following steps:
a. In the BPM Project Navigator, expand the project where you want to create a new
calendar.
b. Right-click Organization, and select Open.
4. When you are finished, select Save All from the File menu to save your calendar.
6. When you are finished, select Save All from the File menu to save your organizational chart.
Assumptions
Assume you expect the following behavior for your RequestQuote process:
Tasks
1. Access BPM Studio using the BPM Process Analyst role in one of the following ways:
d. Click OK.
The NormalLoad simulation model appears, with the Process Information tab
displayed:
At this point you could specify the number of process instances to be created, but the
instructions suggest instead that you specify that instances are created every 5
minutes, which can be done in the Flow Nodes tab when you customize the Start
event.
g. The specifications state that instances are created every five minutes. Set the
Distribution Type to Constant, and set the Period to 5 minutes:
This completes the configuration for the Start flow node. The next flow node listed in
the specifications is Enter Quote Details.
h. In the left pane, select the Enter Quote Details flow node.
The window refreshes to show the Duration tab of Enter Quote Details:
j. Click the Cost tab, and set the activity cost to $30:
k. Click the Resources tab, select Use Organization Resources, and set the Participant
Selection Policy to Minimum Cost:
No further changes are required to the Enter Quote Details simulation parameters.
Next on the list is the gateway called Is Business Practices Review Required?
l. In the left pane, select the Is Business Practices Review Required? gateway.
The window refreshes to show the Outgoing Flows tab for that gateway:
o. Proceed through the rest of the BPMN components in the instructions list, setting
simulation parameters. Save your work periodically. For your convenience, the next
page contains another copy of the specifications.
d. Click OK.
The Project tab of the Simulation Definition window appears:
Assumptions
Tasks
e. Allow the simulation to run for about 30 seconds. Then click the Pause button:
Answer: The bar on the left indicates queue size and is red. It is therefore in an Error
state based on the Queue Warning Size you configured for this activity in the process
simulation model.
Question: How many resources are being used by the Enter Quote Details activity?
Answer: Four.
2. Stop the simulation, and then run it again to the end. Examine the Time charts (high-level
and drill-down) in Bar format, and answer the following questions:
Which activity takes the longest?
How long should that activity take to complete (that is, how long did you estimate it
would take when you configured the simulation model)?
b. Your focus is now on the simulation results, so if you reduced the height of the
Simulations window before, increase it now.
c. To run the simulation in the background with no animation, click the Run to the End
button:
d. Select the Chart tab, and select Bar from the list of chart types:
The page refreshes. Here is a sample Time bar chart for the simulation:
The time chart refreshes, and you see time bars for all activities, gateways, and events.
h. To focus on the interactive tasks, click the Select activities button, expand
RequestQuote, and deselect the check boxes of the other components. Here is a
sample:
b. Increase the Capacity of Approvers from two to four, and decrease the Capacity of
SalesRep from six to four:
Question: What changes do you notice in the simulation results (drill down time chart)?
Answer: Approve Deal and Approve Terms no longer have high wait times. Enter
Quote Details has some wait time, although not dramatic. The average process time
and wait time for Finalize Contracts have gone up considerably.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
Tasks
1. Ensure the WebLogic Application Server is running. There should be a command prompt
window labeled Start Admin Server for WebLogic Server Domain. Here is a sample:
If the WebLogic Application Server is not running, click Start > Programs > Oracle
WebLogic > User Projects > domain1 > Start Admin Server for WebLogic Server Domain.
Wait until you see the message SOA Platform is running and accepting requests.
2. The Tier1ApprovalGroup group is needed for the human workflow in the deployed process.
Create this group, and add the cdoyle user as a member.
Here are detailed instructions, if you need them:
a. Open a Firefox browser window, and navigate to http://localhost:7001/bpm/workspace.
The Oracle Business Process login page appears:
e. Click the down arrow to the right of Groups, and select Create Static:
4. Deploy the fully implemented SalesQuoteProcess project to BPM run time as follows:
a. In the Application Navigator, right-click SalesQuoteProcess and select Deploy >
SalesQuoteProcess.
The Deployment Action window of the Deploy SalesQuoteProcess wizard appears:
b.
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e. Select and drag BPM Suite from the Available Products list to the Selected Products
list.
h. To navigate to the next page, click Request Terms in the navigation tool at the top of
the page:
j. Review the quote, and if you are satisfied, click the SUBMIT button:
9. Log into Workspace as cdickens (password: welcome1) and look for Approve Quote Terms
tasks. (There should be two.) Examine the help provided for one of these tasks.
Here are detailed instructions, if you need them:
a. Log out of BPM Workspace as jstein, and log in as cdickens with a password of
welcome1.
The Oracle Business Process Workspace Tasks page appears, with the My Tasks tab
selected. Here is a sample:
Here are the users mapped to each role. (Recall that for the Approve Deal task, participants
are determined by the business rule, not by the role assigned to the task.)
SalesRep: vhugo
BusinessPractices: jstein
Approvers: cdickens
Contracts: cdickens, wfaulk
Process Owner: jstein
11. When you have finished, log out of BPM Workspace.
Tasks
1. Access Oracle BPM Studio using the Default role, and open the SalesQuoteDemo
application.
Here are detailed instructions, if you need them:
a. Access Oracle BPM Studio using the Default role.
b. In the Application Navigator, ensure the SalesQuoteDemo application is selected.
h. Click the Advanced tab. The Advanced tab should look like this:
k. To verify that the Enter Quote activity is set to inherit the process default, right-click the
activity and select Properties.
Notice that this activity is set to inherit the process default settings for sampling points,
which in turn is set to inherit the project settings. As you saw earlier, the project setting
is to generate sampling points for User Tasks only.
m. Click the Cancel button to close the Properties window.
n. Verify that all other User Tasks in the RequestQuote process inherit the process
default settings for sampling points.
3. For the SalesQuoteProcess project, verify that sampling point run-time data is sent to
Oracle BPM Cubes (so you can view the standard dashboards in Oracle BPM WorkSpace).
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
There is only one process running: RequestQuote. In our example, there 18 active
instances.
e. To drill down and see the active workload per activity, click the bar in the Workload per
process chart:
f. The jstein user should be able to see individual instances for the Business Practices
Review activity. Click the Business Practices Review bar in the chart on the right to see
active instances waiting for completion. Here is an example:
Tasks
1. In the SalesQuote project, define the following business indicators:
Name Business Indicator Type Data Type How Used
industry Dimension String Specifies one way process
analytic data may be sliced
discount Measure Int Keeps track of the discounts
applied in the quote
numQuoteEdits Counter Int Counts the number of times
the quote is revised
revenueDimension Dimension Int Specifies one way process
analytic data may be sliced
For the revenueDimension business indicator, specify ranges for dividing numerical
revenue data into a finite set of values:
Name Start Finish
<100K 0 100000
100K 250K 100001 250000
250K 500K 250001 500000
>500K 500001 214783646
Note: 214783646 is the largest value possible.
Here are detailed instructions, if you need them:
a. Access BPM Studio using the Default role.
b. In the Application Navigator, select the SalesQuoteLab application. (This is the
application you developed from scratch.)
c. In the BPM Project Navigator, expand the SalesQuote project and the Processes folder
within that project.
d. Select the RequestQuote process. The Structure window for that process should
2. In the SalesQuote project, add a measurement mark named QuoteEntered right after the
Enter Quote Details activity. This measurement mark should be of type Single
Measurement, and it should include the discount business indicator.
Here are detailed instructions, if you need them:
a. In the BPM Project Navigator, double-click the RequestQuote process to display the
process in the central panel.
b. In the Component Palette, expand the Artifacts folder, and select Measurement:
e. In the Measurement Type section, ensure Single Measurement is selected. Name the
measurement mark QuoteEntered. Select discount[Measure] from the list of available
business indicators, and click the right arrow to move the business indicator to the
Selected pane. When you have finished, the Measurement Mark Properties window
should look like this:
3. Earlier in this practice, you created a counter business indicator named numQuoteEdits. In
the SalesQuote project, assign this counter to the Enter Quote Details activity. When
implemented, this counter will count the number of times a quote has to be revised due to
rejections. Save your work.
Notice the counter business indicator that you created earlier in this practice is listed.
You could also create a new counter business indicator by clicking the plus sign.
b. Select the Assigned check box to the left of numQuoteEdits[Counter] to assign that
counter to the current activity. Then click OK.
c. Click Save All to save your changes.
d. Close the RequestQuote process editor.
Until this point in this practice, you have been working in the SalesQuote project (in the
SalesQuoteLab application) to practice defining business indicators, adding measurement
marks, and assigning counters. The SalesQuote project is not implemented. For example, no
data associations have been put in place for the business indicators and measurement marks
you have created. Deploying it in its current state would not work. Lets turn our attention to the
SalesQuoteProcess project (in the SalesQuoteDemo application), which is fully implemented
and deployed.
4. Examine the SalesQuoteProcess project to verify that it has the same business indicators,
measurement marks, and counters you defined earlier in this practice for the other project
(SalesQuote).
Here are detailed instructions, if you need them:
d. To verify that these business indicators were set up like the ones you created earlier in
this lesson, right-click a business indicator and select Edit to view its properties. For
example, here is the revenueDimension business indicator:
e. In the BPM Project Navigator, double-click RequestQuote to display the process model
in the center pane. The process model has a few more activities in it than the one you
created in the SalesQuote project:
c. Type a name for your new page in the Name field. For example, you can call your page
SalesQuoteLab:
g. Type a name for your chart in the Name field. For example, you can call your chart
Chart of Instances.
h. Click the Find icon to the right of the Data Source field:
i. At this point, you want to create a new data source for the chart. Click the New icon:
l. To save your changes, click the Apply button in the lower left corner of the chart page
(not the one in the upper right corner).
The chart you created appears with data from running your process. Here is a sample:
If you perform the optional tasks of creating an alert and adding an action list, your report will Oracle University and In Motion Servicios S.A. use only
look like this:
Assumptions
Tasks
1. The classroom environment is not resourced as a production environment would be, so to
optimize performance for the upcoming tasks, restart the WebLogic Server as follows:
a. Close the Start Admin Server for WebLogic Server Domain command prompt
window, and click End Now in the Ending Application window.
b. Restart the WebLogic Server by clicking Start > Programs > Oracle WebLogic > User
Projects > domain1 > Start Admin Server for WebLogic Server Domain. Wait until you
see the following message: SOA Platform is running and accepting requests. (You
b. In the User name field, type weblogic. In the Password field, type welcome1. Then
click Go.
c. To create a new report, start by clicking the Create A New Report button:
b. The page refreshes, showing a generic three-dimensional bar chart in the top section.
e. To display average discounts by revenue and industry, make the following selections:
In the Group By list, select METRIC_RANGE_revenueDimension and
METRIC_industry.
In the Chart Values list, select METRIC_discount.
In the Summary Functions(s) list, select Average and deselect Sum.
At this point, the three-dimensional chart on the top refreshes to show the current BAM
data for the selected data object and selected fields:
The top section refreshes and displays the new chart title and vertical axis label:
i. To make other edits, click the Data button on the left (at the bottom of the window):
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
k. In the Group By list, use the blue up and down arrows to change the order of fields.
The Confirm Save window should appear, confirming that your new report was saved:
d. You would like to display the average discount for all quotes.
Select METRIC_discount from the center list.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
g. To change the displayed title of the gauge, type Discount Gauge in the View Title field.
In the Value display ranges section, specify values of 0, 30, 65, and 90:
j. Specify a filter as you did with the three-dimensional chart so that quotes with a
revenue of zero are not considered when calculating the average discount for this
gauge.
k. Click OK.
The Discount Gauge view should appear at the bottom of the Request Quote
Dashboard. The average discount may have changed since you have defined a filter
that excludes zero revenue quotes. Here is a sample showing the both views of the
dashboard:
The next task is optional. If you do not want to perform this task, skip to the task called
View the report using BAM Active Viewer.
As an optional task, create an alert that sends an email when the average discount in the
Request Quote Dashboard is higher than a specified threshold. Then insert an Action
List view that displays alert history in the Request Quote Dashboard report.
c. If the Time Zone Preferences window appears, configure your time zone preferences
or click OK to accept the default:
Creating an alert: choosing events and conditions that should trigger the alert
f. Since you want to trigger the alert when the average discount in the Request Quote
Dashboard is higher than 50%, select When a data field in a report meets specified
conditions.
In the Rule Expression section at the bottom, a skeleton for a new rule has been
created:
In the next few steps, you define values for select report and this data field has a
condition of x.
g. Click select report.
The Select a Report window appears.
h. Select Request Quote Dashboard, and click OK.
i. To specify values for the second part of the expression, click this data field has a
condition of x.
The Alert Rule Editor window appears:
l. Select METRIC_discount from the Field list, select is not equal to from the
Comparison list, and type 0 in the Value field, as shown here:
The Row Filter window refreshes, and your new expression is listed:
n. Next, you need to specify that that you want the alert to fire when the average discount
is greater than or equal to 50. Start by clicking the Group Filter tab.
The Group Filter window appears:
p. Click OK to proceed.
The Rule Creation And Edit window appears, and your new rule is listed in the lower
section:
The Rule Creation And Edit window reappears, and in the Rule Expression section, the
second part of the email rule contains the email(s) you have chosen:
Note that there is no need to save the alertit is automatically saved when you click
OK on the Rule Creation And Edit window.
Email is not configured in the practice environment, so you cannot test this alert in that manner.
For practice purposes, lets insert an Action List view that displays alert history in the Request
Quote Dashboard report so you can see alerts that have been generated.
Insert an Action List view that displays alert history in the Request Quote Dashboard
report.
9. Insert an Action List view that displays alert history in the bottom section of the Request
Quote Dashboard report, to the right of Discount Gauge. (The gauge should take up
approximately half of the space, and the Action List view should take up the other half.)
Here is a sample Action List alert:
The page refreshes, showing the report options for the new view:
g. Since you want to use the alert you created previously, click System, and then click
Alerts. Then select the History data object:
i. Select Subject Text and Sent Date. Use the blue arrows if you want to reorder these.
l. In the View Title field, type Alerts. Then click Apply to see the effects of your changes.
m. Click OK.
The Alerts view appears in the middle of the Request Quote Dashboard:
This shows you the Subject text and date of the email alert that was generated. Note that in
the classroom environment, it may take a few minutes for the data to arrive.
There are two reports listed in the Shared Reports/Samples/Monitor Express folder:
Monitor Express Dashboard
Request Quote Dashboard
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
Monitor Express Dashboard comes with the product. (You need to import Monitor
Express data objects into BAM before you can display data. This was done as part of
the pre-class setup.)
Request Quote Dashboard is the report you created earlier in this practice.
d. Select Request Quote Dashboard, and click OK.
The Request Quote Dashboard appears:
f. On the right of the Discounts by Revenue and Industry view, click the View
operations menu button and select Back to return to the bar chart view.
g. On the right of the Discount Gauge view, click the View operations menu button
and select Show Details to drill down to the data behind the range gauge.
h. Click the View operations menu button and select Back to return to the bar chart
view.
12. Close the Active Viewer and Active Studio windows, and log out of Oracle BAM.
Assumptions
In the BPM Project Navigator, the SalesQuoteProcess icon now has a small white
square on it, indicating it is a template:
3. Seal the flow and the Enter Quote activity for this template. Save your changes.
Here are detailed instructions, if you need them:
a. In the BPM Project Navigator, with the SalesQuoteProcess project expanded, right-
click the RequestQuote process and select Properties:
d. Click OK.
Now you need to edit the properties of the Enter Quote activity to specify that you want that
activity to be sealed.
e. If the RequestQuote process is not open, double-click it in the BPM Project Navigator,
or right-click it and select Open.
The RequestQuote process opens:
Notice that the Enter Quote activity now has a lock on it:
4. Publish the template to BPM MDS under the name SalesQuoteProcess_FS (which stands
for flow sealed).
Here are detailed instructions, if you need them:
a. In order to publish the project, you need an open connection to the BPM MDS.
Determine if you have an open connection by opening the BPM MDS Navigator.
You should see Public and Templates folders from that repository:
b. If you do not see the Public and Templates folders of the MDS repository, click the
Configure Connection down arrow and select Configure Connection.
c. Click OK.
The BPM MDS Navigator refreshes and displays the Public and Templates folders:
d. Open the BPM Project Navigator, right-click the SalesQuoteProcess project, and select
Publish to BPM MDS.
f. Click OK.
If you navigate to the BPM MDS Navigator, the template should be listed in the
Templates folder.
It is now available for use by other users, including BPM Composer users.
5. Ensure the WebLogic Server is running for the domain1 domain.
Here are detailed instructions, if you need them:
a. There should be a Start Admin Server for Weblogic Server Domain window open and
running. Here is a sample:
The window refreshes and displays the first three steps in creating a new project:
c. In the Name the project section, type the name SalesQuoteProcess2. Enable sharing,
but do not begin editing at this point.
For this project, accept the default settings in the Choose a Folder and Deployment
Options sections. This means your project will be stored in the Repository folder and
will not require approval routing.
e. In the Create section, click the Create button:
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
The window refreshes, and your new project appears in the left pane:
Question: Try to add a new User Task named Notify Manager between Business
Practices Review and Business Practices Outcome. Are you successful?
Answer: No, because the flow is sealed.
i. Double-click the Enter Quote activity. The Basic properties tab appears:
Nothing is editable.
j. Click the Implementation tab to display the Implementation properties. The
Implementation tab appears:
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
You can edit the name, description, and sampling point selection.
m. Click the Implementation tab to display the Implementation properties. The
Implementation tab appears:
You can edit the change the selection in the Re initiate check box.
Question: What edits could you make to the Business Practices Review task?
Answer: you can edit the name, description, sampling point selection, and Re initiate
check box.
n. Click Cancel to exit the properties window.
Note that what is editable for both locked and not locked activities depends on the type of
activity.
9. Publish the project to BPM MDS.
Assumptions
c. Click OK.
The main BPM Process Composer window reappears, with the SalesQuoteProcess
project in the left pane:
e. Double-click ApprovalRules
The Deployed Rules tab appears in the right pane, displaying the ApprovalRules.rules
tab:
3. Edit the run-time ApprovalRules business rule so jausten replaces wfaulk in both lists of
tier-2 approvers (both base and high). Save your changes, but do not commit your
changes to Oracle BPM run time.
Here are detailed instructions, if you need them:
a. In the Deployed Rules tab, click the Edit button:
c. Click Save to save your changes locally (that is, in your user session).
4. Currently the pre-approved discount is 30%. Change the pre-approved discount cutoff to
25%. Make the necessary adjustments to ensure any ranges in the decision table that
started or ended at 30% now start or end at 25% instead. Save your changes, but do not
commit your changes to Oracle BPM run time.
Here are detailed instructions, if you need them:
a. The pre-approved discount is a global variable, so you can edit it directly on the
Globals window. With the Globals tab selected, change the value of
preApprovedDiscount to 0.25:
There are four bucketsets defined. The one you need to edit is called DiscountBucket.
c. Select DiscountBucket and click the Edit Bucketset icon:
Notice the bucketsets for discount are currently defined as follows (using decimal
representation for percentages):
< 0.3
>= 0.3 and < 0.6
>= 0.6 and < 0.9
>= 0.9
d. In the third row of the End Point column, change the value to 0.25, and click Enter.
The Bucketset Editor window refreshes, and the relevant values in both the Range and
Alias columns have been updated to reflect the new ranges:
Now that you have updated the preApprovedDiscount global variable and the
DiscountBucket bucketset, check to see if the changes are reflected in the
ApprovalMatrix decision table.
f. To navigate to the decision table, start by clicking the Ruleset_1 tab.
The Ruleset_1 window appears.
g. If the IF/THEN Rules view is displayed, select ApprovalMatrix from the View list.
The ApprovalMatrix decision table appears:
You also see how easy it is to include or exclude bucketset ranges from rule
conditions.
i. Click Save to save your changes locally (that is, in your user session).
5. Currently high tier-2 approval is required when the discount is >= 60% and revenue is >=
$550,000. Change the revenue cutoff for requiring high tier-2 approval from $550,000 to
$500,000. Save your changes, but do not commit your changes to Oracle BPM run time.
Here are detailed instructions, if you need them:
a. In order to change the revenue cutoff in the decision table, you need to update the
RevenueBucket bucketset. Click the Bucketsets tab, select RevenueBucket, and click
the Edit Bucketset icon:
Notice that $550,000 is currently the cutoff point between ranges 2 and 3.
b. In the second row of the End Point column, change 550000 to 500000 and click Enter.
The Bucketset Editor window refreshes, and as before, the relevant values in both the
Range and Alias columns have been updated to reflect the new ranges:
Now that you have updated the RevenueBucket bucketset, check to see if the changes
are reflected in the ApprovalMatrix decision table.
d. To navigate to the decision table, start by clicking the Ruleset_1 tab.
e. If the IF/THEN Rules view is displayed, select ApprovalMatrix from the View list.
The ApprovalMatrix decision table appears:
Notice the R4 and R5 rule conditions reflect the updated RevenueBucket ranges.
f. Click the Save button.
6. Validate your rule.
The page refreshes, and in the Business Rules Validation Log window, you can see
whether there were any errors: