Oracle BPM 10g R3 Programming 1 Essentials

Transcription

1 Oracle BPM 10g R3 Programming 1 Essentials Volume I Student Guide D55633GC10 Edition 1.0 March 2009 D58927

2 Authors Jill Moritz Kenny Somerville Technical Contributors and Reviewers Fernando Dobladez Carolina Arce Terceros Graphic Designer Priya Saxena Editors Daniel Milne Vijayalakshmi Narasimhan Publishers Jobi Varghese Nita Brozowski Copyright 2009, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

3 Contents 1 Overview Course Objectives 1-2 Audience 1-3 Course Prerequisites 1-4 Course Format 1-5 Course Agenda: Day Course Agenda: Day Course Agenda: Day Architectural Overview Lesson Objectives 2-2 Lesson Roadmap 2-3 What Is Business Process Management? 2-4 Oracle BPM Suite Solution Life Cycle 2-7 Process Development Life Cycle 2-13 Lesson Roadmap 2-14 OBPM Suite 2-15 Studio Components 2-16 Quiz 2-17 OBPM Studio Features 2-18 Process Modeling 2-19 Project Organizational Structure 2-20 Process Simulation 2-21 Process Integration with External Systems 2-22 Quiz 2-23 Process HTML Forms Editor 2-24 Process Debugging 2-25 WorkSpace Features 2-26 Studio and WorkSpace 2-28 OBPM Components: Enterprise 2-29 Quiz 2-30 Production WorkSpace 2-31 OBPM Enterprise Data Tier 2-32 OBPM Communication Protocols 2-33 Quiz 2-35 iii

4 Lesson Roadmap 2-36 Studio: Eclipse-Based IDE 2-37 What Can I Do with Studio? 2-38 Programming Language Support 2-40 Running a Process 2-41 Important Studio Directories 2-42 Summary Building the Basic Process Lesson Objectives 3-2 Lesson Roadmap 3-3 Process Example: An Expense Approval Process Without Expense Limits 3-4 Process Example: An Expense Approval Process with Expense Limits 3-7 A Basic Process 3-9 Quiz 3-10 Process Instance 3-11 Lesson Roadmap 3-12 Launching OBPM Studio 3-13 Studio Layout 3-14 OBPM Projects 3-16 Creating a New Project 3-17 Project Navigator 3-18 Creating a New Process 3-19 New Process in Design Editor 3-20 Horizontal Lanes 3-21 Vertical Lanes 3-22 Projects and Processes 3-23 Quiz 3-24 Lesson Roadmap 3-25 Roles 3-26 Automatic Handler Role 3-27 Abstract Role 3-28 Flow Objects 3-29 Interactive Activity 3-30 Process Trigger 3-31 Transitions 3-32 Transition Types 3-33 Conditional and Unconditional Transitions 3-35 Activity Documentation 3-36 Saving the Project 3-37 Checking the Process Design 3-38 iv

5 Quiz 3-39 Lesson Roadmap 3-40 Case Study 3-41 Marine Supply s Process Goals 3-43 Marine Supply s OBPM Processes 3-44 Practice 3: Overview 3-45 Summary OBPM Flow Elements Lesson Objectives 4-2 Lesson Roadmap 4-3 Modeling Elements 4-4 Activities 4-6 Gateways 4-7 Events 4-8 Global Activities 4-9 Artifacts 4-10 Quiz 4-11 Lesson Roadmap 4-12 Begin 4-13 End 4-14 Interactive 4-15 Automatic 4-16 Grab 4-17 Subflow 4-18 Process Creation 4-19 Termination Wait 4-20 Decision 4-21 Quiz 4-22 Lesson Roadmap 4-23 Split 4-24 Multiple 4-25 OR Split 4-26 Join 4-27 Conditional 4-28 Quiz 4-29 Lesson Roadmap 4-30 Message Wait 4-31 Send Message 4-32 Timer 4-33 Compensate 4-34 v

6 Quiz 4-35 Lesson Topics 4-36 Global Creation 4-37 Global Automatic 4-38 Global Interactive 4-39 Quiz 4-40 Lesson Roadmap 4-41 Measurement Mark 4-42 Summary Using Variables Lesson Objectives 5-2 Lesson Roadmap 5-3 Overview of Variables 5-4 How Variables Are Used 5-5 Lesson Roadmap 5-6 Scope of Variables 5-7 Predefined Variables 5-9 Local Variables 5-10 Instance Variables 5-11 Quiz 5-12 Creating Variables 5-13 Variable Naming 5-14 Types of Variables 5-15 Object Variables 5-16 Quiz 5-17 Categories of Instance Variables 5-18 Instance Variables: Normal 5-19 Instance Variables: Separated 5-20 Project Variables 5-21 Project Variables and the WorkSpace 5-22 Project Variables: Business Indicator 5-23 Quiz 5-24 Business Parameters 5-25 Lesson Roadmap 5-26 Mapping of Variables 5-27 Passing Values 5-28 Argument Variables 5-29 Mapping Values into a Process 5-30 How to Map Values into a Process 5-31 Create the Argument Variables 5-32 vi

7 Create the Instance Variables 5-33 Define the Mappings 5-34 Quiz 5-35 Summary 5-36 Practice 5: Overview Process Business Language (PBL) Basics Lesson Objectives 6-2 Lesson Roadmap 6-3 Purpose of Coded Logic in a Business Process 6-4 Process Business Language (PBL) 6-5 Method Editor 6-6 Assigning a Method Implementation to the Main Task of an Activity 6-7 Methods on the Process Instance 6-8 PBL Basics 6-9 Arithmetic Operators 6-10 Arithmetic Operators for Time 6-11 String Concatenation 6-12 Comparison Operators 6-13 Use of Comparison Operators 6-14 Boolean Variable 6-15 Testing for Null 6-16 Declaring and Initializing Arrays 6-17 Working with Arrays 6-18 Quiz 6-19 in Operator 6-20 Logical Operators 6-21 Conversion 6-22 Built-In Functions 6-23 String Built-in Functions 6-24 Math Built-in Functions 6-25 Lesson Roadmap 6-26 display Statement 6-27 input Statement 6-28 input Statement Example 6-29 Quiz 6-30 Lesson Roadmap 6-31 Displaying Time 6-32 Time/String Conversion 6-33 Time Intervals 6-34 vii

8 Lesson Roadmap 6-35 if / elseif / else Statement 6-36 case Statement 6-37 Ternary Operator 6-38 while Loop Statement 6-39 Basic for Loop 6-40 for and for each Loops 6-41 Quiz 6-42 Using Iterators in a for each Loop 6-43 Templates 6-44 Lesson Roadmap 6-45 Conditional Transitions 6-46 Setting the Result Variable 6-47 Custom Transition Logic 6-48 Lesson Roadmap 6-49 Process Debugger 6-50 Creating a Launch Configuration 6-51 Defining Breakpoints 6-53 Demo: A Simple Process Debug Session 6-54 Practice 6: Overview 6-55 Summary Roles and Participants Lesson Objectives 7-2 Lesson Roadmap 7-3 Organization Basics 7-4 Organization Categories 7-5 Relationships 7-6 Organizational Units, Roles, Groups, and Participants 7-7 Quiz 7-8 Organization Units Example: Marine Supply 7-9 Process Deployed to No Specific Organization Unit 7-10 Process Deployed to Sales Organization Unit 7-11 Relationship of Studio Roles to Enterprise Roles 7-12 Quiz 7-13 Lesson Roadmap 7-14 Organization Node in the Project Navigator 7-15 Organization Features 7-16 Organizational Units 7-17 Roles 7-19 viii

9 Groups 7-21 Participants 7-23 Holiday Rules 7-25 Calendars 7-27 Business Parameters 7-29 Practice 7: Overview 7-30 Practice 7: What You Will Do 7-31 Summary Using the WorkSpace to Test a Process Objectives 8-2 Lesson Roadmap 8-3 WorkSpace Engine 8-4 What Is the WorkSpace? 8-5 Publishing and Deploying a Process 8-6 Preparing the Studio WorkSpace 8-7 Publishing and Deploying to the Process Engine (Production) 8-8 What Do Participants Do? 8-9 WorkSpace: User Interaction 8-10 Process Workflow in WorkSpace 8-12 Lesson Roadmap 8-13 Engine Preferences 8-14 Some Commonly Set Preferences 8-15 Starting the Engine 8-16 Quiz 8-17 Lesson Roadmap 8-18 Applications Panel 8-19 View Drop-Down List 8-20 Work Items (Instances) 8-21 Work Items Panel 8-22 Interactive Screens: Presentations 8-23 Participants in the Process 8-24 Work Items Panel Actions 8-25 Work Items Toolbar 8-26 Quiz 8-27 Chart Option 8-28 WorkSpace Settings 8-29 Work Item Detail Panel 8-30 Work Item Detail Tabs 8-31 Work Item Detail: Notes 8-33 Work Item Detail: Consultations 8-34 ix

10 Work Item Detail: Audit Trail 8-35 History Views 8-36 Quiz 8-37 Edit Mode 8-38 Edit Mode for Individual Panel 8-39 Optional Panels 8-40 Chart Panel 8-41 Task Panel 8-42 Option: Show Workload 8-43 Process Map 8-44 Quiz 8-45 Lesson Roadmap 8-46 More on the Process Debugger 8-47 Running the Launch Configuration 8-48 Walking Through the Code 8-49 Summary 8-50 Practice 8: Overview Building Screenflows Lesson Objectives 9-2 What Is a Screenflow? 9-3 Screenflows 9-4 Screenflow Called by a Process 9-5 Quiz 9-6 Screenflow Activities 9-7 Process Activities Versus Screenflow Activities 9-8 Screenflows Instead of Inputs 9-9 More on Screenflows 9-10 Customizing Screenflows with CSS 9-11 Quiz 9-12 Creating a Screenflow 9-13 Setting the Main Task and Creating the Screenflow 9-14 Setting the Screenflow Name and Mapping 9-15 More on Mapping 9-16 Adding Activities to the Screenflow 9-18 Setting the Main Task for Interactive Component Call 9-19 Quiz 9-20 Debugging Screenflows 9-21 Summary 9-22 Practice 9: Overview 9-23 x

11 10 Using BPM Objects Lesson Objectives 10-2 Lesson Roadmap 10-3 What Is a BPM Object? 10-4 Benefits of a BPM Object 10-5 Lesson Roadmap 10-6 Makeup of a BPM Object 10-7 BPM Object Compared to a Java Class 10-9 BPM Object Additional Features Creating a BPM Object Quiz Lesson Roadmap Attributes Adding Attributes Attributes Settings Attribute Settings Defining Static Valid Values Defining Dynamic Valid Values Creating a Virtual Attribute Quiz Lesson Roadmap Methods Standard Methods Lesson Roadmap Presentations Creating a Presentation Presentation Structure Formatting Components by Using Format Pop-Ups Formatting Components by Using the Properties Panel Replacing a Component with a Different Type Adding a New Component Previewing the Presentation from the Form Editor Testing the BPM Object Presentation with Functionality Lesson Roadmap Practice 10-1 Overview: Create a Basic BPM Object Practice 10-2 Overview: Create a Presentation with Constraints Lesson Roadmap Overview of Groups A Groups Scenario Creating a Group Adding a BPM Object to a Group xi

12 Populating a Group in a BPM Object Quiz Presentations and Groups Example: Using Presentations with Groups Example: Presentations Defined for the Job Object Creating a Presentation for a BPM Object with a Group Lesson Roadmap Displaying a BPM Object Presentation Testing a BPM Object Presentation with the Method Debugger Testing a BPM Object Presentation from a Process Lesson Roadmap Submit and Cancel Buttons Working with Submit and Cancel Submit Action: Example A Good Use for BPM Objects Quiz Summary Remaining Practices for Lesson 10 Overview: Working with Grouped BPM Objects Using Split and Multiple Gateways Lesson Objectives 11-2 Lesson Roadmap 11-3 Sequential Process Flow 11-4 Parallel Process Flow 11-5 Split/Join Overview 11-6 Split/Join Anatomy 11-7 When to Use Split/Join 11-8 Under the Covers of a Split/Join 11-9 Quiz Lesson Roadmap Creating a Split/Join Circuit More on the Split Gateway Split/Join Conditional Transitions Some Best Practices Join Activity Join Logic Join Activity: Example Activity Id Versus Name Quiz Lesson Roadmap xii

13 Early Release from the Join RELEASE: Example Lesson Roadmap Practice 11-1 Through 11-3 Overview: Creating a Split/Join Circuit Lesson Roadmap Comparing Split and Multiple/Join Circuits What Is a Multiple/Join Circuit? Multiple Gateway: Request for Quote Multiple Gateway: Processing a Batch of Claims Multiple Gateway: Voting Lesson Roadmap Multiple/Join Circuit Overview Multiple Gateway Characteristics Original Instance Routing Quiz Creating a Multiple/Join Circuit Creating Copies Join Logic Lesson Roadmap Using RELEASE Performance Issues Multiple Upper Bound Aborted Copies More Performance Issues Maximum Number of Simultaneous Copies Memory Use Split and Multiple Join Circuits: Summary Practices 11-4 Through 11-6 Overview: Creating Multiple/Join Circuits Using Subprocesses Lesson Objectives 12-2 Lesson Roadmap 12-3 What Is a Subprocess? 12-4 Why Use a Subprocess? 12-5 When to Use a Subprocess 12-6 Lesson Roadmap 12-7 Calling a Subprocess 12-8 Synchronous Processing 12-9 Asynchronous Processing Process Creation and Termination Wait Send Message and Message Wait xiii

14 Asynchronous Processing Quiz Lesson Roadmap Deciding to Use a Subprocess Creating a Subprocess Creating a Subflow Activity Creating a Subprocess Mapping to or from a Subprocess: Example Quiz Lesson Roadmap Practices 12-1 Through 12-4 Overview: Creating a Subprocess Lesson Roadmap What Is a Dynamic Subprocess? Diagram of a Dynamic Subprocess Advantages of Dynamic Subprocesses How Dynamic Subprocesses Work Quiz Lesson Roadmap Creating a Dynamic Subprocess What Happens at Run Time Summary Practice 12-5 Through 12-6 Overview: Using a Dynamic Subprocess Handling Exceptions: The Basics Objectives 13-2 Lesson Roadmap 13-3 What Is an OBPM Exception? 13-4 Transactional Nature of Exceptions 13-5 Types of Exceptions 13-7 Quiz 13-8 Lesson Roadmap 13-9 Throwing and Catching Exceptions Are Caught by a Specific Exception Handler Exception Handlers Are Hierarchical Catching Exceptions: The Takeaway Lesson Roadmap Handling Exceptions Within a Process Sequence of Processing in an Exception Flow Activity Exception Flow Quiz What Is a Group? xiv

15 Group Exception Flow Process Exception Flow Creating a Process Exception Flow Creating an Activity or Group Exception Flow Coding an Exception Handler Result of Action Settings Coding an Exception Handler Quiz Default Exception Handler Default Exception Handling Policy for a Project Handle Exceptions Option Putting It All Together: Review Examples Some Miscellaneous Points Quiz Some Miscellaneous Points Summary Practice 13: Overview Integrating Database Components Lesson Objectives 14-2 Lesson Roadmap 14-3 Integrating the Process with a Database 14-4 Target Databases 14-5 Integrating with a Database: Overview 14-6 Database Components 14-7 External Resources 14-8 SQL Database External Resource 14-9 Creating a SQL Database External Resource Quiz Exposing a Single Database Table Creating a SQL Database Component Exposing a SQL Result Set from a Query Creating a SQL Query Database Component: Self-Contained Creating a SQL Query Database Component: Parametric Quiz More on the Database Component Lesson Roadmap Working with Database Components Using Embedded SQL with Database Components Example: SELECT Using Database Component xv

16 Example: Returning a Single Row by Using the Load Method Example: Process a Result Set with a For-Each Loop Quiz Lesson Roadmap Displaying the Data: Some Options Using the display Statement with the SQL Query Database Components Block Components Using Fuego Block Components in Your Code: Three Styles Using the Table Component to Display Data Summary Practice 14: Overview Using Dashboards Lesson Objectives 15-2 Lesson Roadmap 15-3 Dashboards Can Answer Questions 15-4 Overview of the BAM Database 15-5 Dashboard: Example 15-6 How to Create Dashboards 15-7 Lesson Roadmap 15-8 Why Coded Dashboards? 15-9 Working with Dashboards: Overview Creating a Dashboard: Overview Create a Dashboard Add a Chart How Charts Are Populated About the Fuego.Chart Component Example: Two-Dimensional Chart Example: Three-Dimensional Chart Using the addvalue() Method Quiz Using the addvalue() Method Form Editor: Add a Chart Getting Data into the XYDataSourceImpl Component Using Embedded SQL: Things to Know SQL Example SQL Example Using the Method Invoked Property Quiz Other Important Chart Properties xvi

17 Lesson Roadmap Working with Drill-Down Dashboards About Drill-Down Charts Creating a Drill-Down Chart: High-Level Steps Quiz Create a Drill-Down Presentation Add Row and Column Attributes to the Dashboard Object Create a Method to Display the Drill-Down Presentable Class Set the OnClick Property of the Main Chart Create a Method Invoked Method for the Drill-Down Chart Lesson Roadmap Server-Side/Client-Side Issues Example: Main Chart Example Drill-Down Chart Summary Practice 15: Overview Appendix A: Practices and Solutions xvii

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