IBM WebSphere Lombardi Edition 7.2 Business Process Management Workshop

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1 IBM IBM WebSphere Lombardi Edition 7.2 Business Process Management Workshop Lab Exercises

2 Contents LAB 1 BUILD-FROM-SCRATCH LAB - PART START LOMBARDI AUTHORING ENVIRONMENT START THE ENVIRONMENT CREATE THE FIRST EXECUTABLE VERSION OF THE PROCESS CREATE THE PROCESS APPLICATION CREATE THE BUSINESS PROCESS DEFINITION RUN THE PROCESS RUNNING THE PROCESS FROM THE LOMBARDI PROCESS PORTAL TAKE A SNAPSHOT OF THE BASIC PROCESS ADD MORE DETAILS TO BASE PROCESS ADD ADDITIONAL PROCESS LOGIC TO BASE PROCESS SET THE DEFAULT FLOW OF A DECISION GATEWAY TAKE A SNAPSHOT OF THE PROCESS CHANGES DATA TYPES AND USER INTERFACES ADD DATA TYPES CREATE USER INTERFACES USING THE ACTIVITY WIZARD LAB 2 BUILD-FROM-SCRATCH LAB - PART DATA TYPES AND USER INTERFACES - DEEP DIVE USE THE COACH DESIGNER TO DESIGN A COACH (USER INTERFACE) CREATE A SCREEN FLOW MANUALLY CREATE A HUMAN SERVICE & CONFIGURE DECISION GATEWAY CREATE A HUMAN SERVICE MANUALLY ASSOCIATE A HUMAN SERVICE TO AN ACTIVITY MODIFY A DATA TYPE AND SET OUTPUT MAPPING OF AN ACTIVITY CONFIGURE THE DECISION GATEWAY TAKE A SNAPSHOT SUMMARY LAB 3 LOMBARDI PROCESS PORTAL SETUP LAB START THE SERVER AND RESET THE HISTORICAL DATA MY TASKS LOGIN TO THE LOMBARDI PROCESS PORTAL EXPLORE THE LOMBARDI PROCESS PORTAL VIEW PROCESS CONTEXT OF AN INSTANCE CREATE A NEW PROCESS INSTANCE HISTORY OF YOUR WORK MY SCOREBOARDS FOR NON-MANAGERS MY PERFORMANCE MY SCOREBOARDS FOR MANAGERS MY TEAM PERFORMANCE RE-ASSIGN A TASK SUMMARY LAB 4 WEBSPHERE LOMBARDI EDITION S OPTIMIZER SIMULATION SIMULATION VALUES FOR ACTIVITIES AND SWIM LANES RUN A SIMULATION SHOW DIFFERENT HEAT MAPS OPTIMIZATION SINGLE HISTORICAL SHOW HEAT MAP GUIDED OPTIMIZATION RUN A GUIDED OPTIMIZATION SUMMARY Overview Page 2

3 LAB 5 INTEGRATION WITH EXTERNAL SYSTEMS DATABASE INTEGRATION CONFIGURE SQL EXECUTE INTEGRATION SERVICE ADD AND CONFIGURE SERVER SCRIPTLET TEST REVISE THE SQL TO BEST PRACTICE TEST THE BEST PRACTICE SQL OUTBOUND WEB SERVICE INVOKE AN EXTERNAL WEB SERVICE LAB 6 PROCESS RULES, NESTED SERVICES, AND ROUTING LAB SETUP RULES CREATE A RULE SERVICE NESTED SERVICES CREATE A HUMAN SERVICE ORCHESTRATE THE HUMAN SERVICE DEFINE THE MAPPING OF THE HUMAN SERVICE DESIGN A COACH TO SHOW RULE RESULTS TEST THE HUMAN SERVICE ROUTING OPTIONS EXPLORE THE PARTICIPANTS OF PATIENT VISIT BPD RUN THE PATIENT VISIT BPD TO SEE HOW ROUTING IS CONFIGURED SET THE ROUTING ASSIGNMENT TEST THE ROUTING ASSIGNMENT SUMMARY Overview Page 3

4 Lab 1 Build-from-Scratch Lab - Part 1 This lab will guide you through a Build-from-Scratch process for WebSphere Lombardi Edition (Lombardi Edition) using the Lombardi Authoring Environment. The intent is to let you experience the development process in Lombardi Edition. The process you will develop in this lab is an HR Request head count process. 1.1 Start Lombardi Authoring Environment In this section, you will start the Lombardi Authoring Environment, which is the authoring tool for BPM analysts and developers Start the environment 1. Start Lombardi Authoring Environment a. Find the Lombardi Authoring Environment icon on the desktop and double-click it. Be aware depending on the hardware the image is running on it might take a few minutes to start: b. Login with User Name of tw_admin and password of tw_admin, then click Login Once the Lombardi Authoring Environment opens up, you will see a list of process applications deployed in the Process Center. 1.2 Create the first executable version of the process In this section, you will create the first executable model of a basic HR Request Headcount process. A fundamental benefit of Lombardi is that the process is always executable. This means that at any time you can hit play to run the process allowing you to iteratively uncover requirements and validate the implementation. WebSphere Lombardi Edition Page 4

5 The main point of this section is that you create an executing process very quickly. Subsequent sections, and future labs, reveal more and more details Create the process application The first step will be to create a process application for the HR Request Head Count process. Process Applications are containers for the process models and supporting implementations that BPM analysts and developers create in Lombardi Authoring Environment. In general, you will create a Process Application for each business process to be automated using Lombardi Edition. 2. Click Create New Process App WebSphere Lombardi Edition Page 5

6 3. In the Create New Process App wizard, enter the following: a. b. c. Set Process App Name to HR Request Headcount Set Acronym to HRRHC Click Create Process Acronyms The acronym for a process application must be unique and is limited to seven characters (you are prevented from entering invalid characters). Advanced process authors can use the acronym as a unique identifier to distinguish reusable assets that share a common name. 4. Open the HR Request Headcount process application: a. In the Process Center, find the process application and then click Open in Designer Create the business process definition In this section, you will create a basic HR Request head count process with a couple of activities. To model a process, you must first create a Business Process Definition (BPD). A BPD is a reusable model of a process, defining what is common to all run-time instances of that process model. WebSphere Lombardi Edition Page 6

7 5. Create a BPD named Project Execution a. From the process library, hover over Processes and select the plus ( ) icon b. In the Create New wizard, select Business Process Definition c. Set the Name to Request Headcount d. Click Finish 6. By default you get a process with two swim lanes and a Start Event and an End Event. There is nothing special about these two default components. WebSphere Lombardi Edition Page 7

8 7. Drag two activities from the palette onto the canvas In Lombardi Edition, when you select a component on the diagram, the properties of that component are displayed in the bottom portion of the screen. We will now rename the two activities to something more meaningful. WebSphere Lombardi Edition Page 8

9 8. Set the properties of the first activity. a. b. c. d. Click on the first activity View (or click on) the Properties at the bottom View (or click on) the Step sub-tab Under Common, set the Name to Request Headcount WebSphere Lombardi Edition Page 9

10 9. Select the second activity, and follow similar steps to rename the second activity, Approve HC Request In Lombardi Edition, drawing lines is a bit different: instead of a click-drag-release to draw a line, you simply click twice: click once to start the line and click a second time to end the line. 10. Wire the components together a. b. c. Click the Sequence Flow icon in the palette on the right-hand side Click once on the Start component. Note: the closest blue dot to your click is used - you do NOT have to click directly on the blue dot. Move your mouse over Request Headcount and click a second time. WebSphere Lombardi Edition Page 10

11 Selection Tool The Selection Tool enables you to select and move components on the diagram. Sequence Flow The Sequence Flow enables you to connect process components to establish the order in which the steps in the process occur. 11. Now repeat similar steps to wire Request Headcount to Approve HC Request and Approve HC Request to End. Tip: Aligning components of a BPD To nudge components so that the BPD lines up, click on the component(s), and then use the arrow keys to nudge the component(s). WebSphere Lombardi Edition Page 11

12 1.2.3 Run the process In Lombardi Edition, the diagram is the process. Therefore, right away we can already run this basic process we have diagramed. 12. Run the process by clicking Run Process 13. Save the process. When you tried to run the process without saving the changes, Lombardi Edition warns you that you have unsaved changes. a. At the Save Process? prompt, click Yes b. If you get a prompt to Switch Perspective?, click Yes. The reason for the prompt is that the process has reached a point where it needs some human interaction. WebSphere Lombardi Edition Page 12

13 14. The process Inspector provides a testing and debugging environment. Section Description 1 Shows that you have one process instance running. Shows that associated with the process instance in #1, there is a task 2 associated with it. 3 The diagram shows where you are in the process. WebSphere Lombardi Edition Page 13

14 15. Run the first task: a. Click the process instance in #1 b. c. Click the task in #2 (highlighted) Click Run 16. Pick a user to run the task: a. b. At the Pick User From Role prompt, select tw_user (you can press t a couple times until you get to tw_user) Click OK 17. Enter the user s password. a. b. At the Enter Password for tw_user prompt, enter their password, which is the same as their username: tw_user Click OK WebSphere Lombardi Edition Page 14

15 18. Save the password so that you don t have to retype it later. a. b. At the Remember password prompt, check Remember decision Click Yes 19. A browser will open up with a default screen even though we have not implement any business data, specific screens, etc. The default screen shows information about the instance and task. a. To complete this task, click Done. 20. You will see a message that the service has finished. a. Close the browser. When users run the process from a portal, they do NOT have to manually close the browser window (you will see this shortly). WebSphere Lombardi Edition Page 15

16 21. Back in the Inspector, click the Refresh icon (in the upper right above the list of tasks) to see where your process has advanced. 22. You can see in the diagram view that the process has now moved on to Approve HC Request. Takeaway from this section Just by drawing the picture, the process is executable, it runs and not just from this process Inspector environment, but also from the Process Portal. You will see the process running from the Process Portal in the next section Running the process from the Lombardi Process Portal In this section, you will run the basic process you diagramed in the earlier section in the Lombardi Process Portal. The Lombardi Process Portal Provides an interface that enables process participants to perform assigned tasks, view the history of tasks, and view the performance of their processes and teams. Using Lombardi Process Portal, process participants can connect to the Lombardi Process Center Server or a Lombardi Process Server in any configured runtime environment, such as test or production environments. WebSphere Lombardi Edition Page 16

17 1. Double-click the Lombardi Process Portal links on the desktop. 2. Login to the Lombardi Process Portal as tw_user. At the Process Portal Login, enter: a. b. c. User Name of tw_user Password of tw_user Click Login WebSphere Lombardi Edition Page 17

18 3. Upon login, you will see a View of tw_user s Inbox. At the bottom, find the Request Headcount instance, and execute the work item by clicking Run Lombardi Process Portal This is the out-of-the-box Process Portal. Many of our customers use their existing Portal to display this work list and then allow users to execute these work items. WebSphere Lombardi Edition Page 18

19 4. At task assignment prompt, click OK. 5. The default screen will open up in a browser. Click Done to complete the task. 6. Log Off from the Lombardi Process Portal and close the browser Take a snapshot of the basic process In this section, you will take a snapshot of the basic process you have implemented. Snapshots allow you to capture and save the items in a process application at a specific point in time. Usually snapshots represent a milestone or are used for playbacks or for installation. 1. Switch back to the Designer perspective WebSphere Lombardi Edition Page 19

20 a. Click Designer 2. Click Snapshot 3. Name the snapshot: a. b. For snapshot name, enter v1.0 Base Process Click OK 4. Notice the snapshot in the lower left of the Authoring Environment, under Revision History. 1.3 Add More Details to Base Process In this section, we will make this process a bit more realistic Add additional process logic to base process 1. Add another lane to the process WebSphere Lombardi Edition Page 20

21 a. Drag a Lane above the Participant lane, to the top-left most point 2. Move the new lane, Untitled1, below the Participant lane. a. b. Click on Untitled1 to select the lane Position it below the Participant lane WebSphere Lombardi Edition Page 21

22 3. The updated BPD should look like this: WebSphere Lombardi Edition Page 22

23 4. Rename the Participant lane. a. b. c. d. Click on Participant to select the Participant lane View (or click on) the Properties at the bottom View (or click on) the Step sub-tab Under Common, set the Name to Requestor WebSphere Lombardi Edition Page 23

24 5. Follow similar steps to rename Untitled1 lane as Approver. 6. Move Approve HC Request to the Approver lane. a. Click on Approve HC Request, then drag to Approver lane. WebSphere Lombardi Edition Page 24

25 7. To model the process based on the Approver s decision, add a decision gateway to the process. a. Drag a Decision Gateway to the Approver lane. 8. Drag another activity into the System lane. WebSphere Lombardi Edition Page 25

26 9. Move the line going into End to the decision gateway. To move a line, click on the end-point and then move it to the new location. 10. Use the Sequence Flow to wire the rest of the diagram. 11. Add a flow line from the decision gateway to the activity in the System lane. WebSphere Lombardi Edition Page 26

27 12. Use the Selection Tool to move End to the System lane. 13. Finish the rest of the diagram. a. b. Draw a flow line from the decision gateway to the Request Headcount. Draw a flow line from Untitled1 to End. WebSphere Lombardi Edition Page 27

28 14. Rename Untitled1 to Update Sys & Notify Recruiter. a. b. c. d. Click on Untitled1 View (or click on) the Properties at the bottom View (or click on) the Step sub-tab Under Common, set the Name to Update Sys & Notify Recruiter WebSphere Lombardi Edition Page 28

29 15. Rename the decision gateway. a. b. c. d. Click on the decision gateway View (or click on) the Properties at the bottom View (or click on) the Step sub-tab Under Common, set the Name to Status WebSphere Lombardi Edition Page 29

30 16. Rename the flow lines coming out of the decision gateway so that the process will be more informative. a. b. c. d. e. Click on the flow line from Status to Update Sys & Notify Recruiter View (or click on) the Properties at the bottom View (or click on) the Line sub-tab Under Common, set the Name to Approved Check Name Visible WebSphere Lombardi Edition Page 30

31 17. Rename similar steps to rename flow line from Status to Request Headcount as Rejected. 18. Here is the revised process model. Click Run to run the process. WebSphere Lombardi Edition Page 31

32 Save the process at the Save Process? prompt. Switch to the Inspector perspective, if you were not automatically switched there. Run the first task as tw_user. WebSphere Lombardi Edition Page 32

33 22. At the default screen, click Done. 23. Close the browser after you see the message that the service has finished. 24. Back in the Inspector, click Refresh to see where your process has advanced. 25. Run the Approve HC Request task as tw_user. WebSphere Lombardi Edition Page 33

34 At the default screen, click Done. Close the browser after you see the message that the service has finished. 28. Back in the Inspector, click Refresh to see where your process has advanced. 29. Because we have not specified any logic for the decision gateway, the process will move back to the flow that was defaulted as the Default flow for the decision gateway. 30. Run the Request Headcount task as tw_user. WebSphere Lombardi Edition Page 34

35 At the default screen, click Done. Close the browser after you see the message that the service has finished. 33. Back in the Inspector, click Refresh to see where your process has advanced. 34. The current process is at Approve HC Request step and if we do not make process changes, the process will continue going back to Request Headcount from the decision gateway Set the default flow of a decision gateway In this section, you are going to change the process model and then continue this in-flight process instance. 1. Switch back to the Designer perspective by clicking Designer. WebSphere Lombardi Edition Page 35

36 2. Set the default flow out of the decision gateway, Status. a. b. c. d. Click on Status View (or click on) the Properties at the bottom View (or click on) the Implementation sub-tab Click the up-arrow next to Approved (Update Sys & Notify Recruiter) to move this up. Empty conditions An empty condition of a decision gateway is always considered true. Decisions are evaluated top-to-bottom and the first one evaluated to true is the path that is followed. This is why even though the Default Line was on Approved, the first condition that was evaluated was an empty condition (true), and therefore the rejected path was followed. The Default Line for Approved was never evaluated. WebSphere Lombardi Edition Page 36

37 3. 4. Save your changes by clicking Save Switch back to the Inspector perspective by clicking Inspector. 5. Select the in-flight instance, and run the Approve HC Request task as tw_user At the default screen, click Done. Close the browser after you see the message that the service has finished. 8. Back in the Inspector, click Refresh to see where your process has advanced. WebSphere Lombardi Edition Page 37

38 9. The process Inspector shows the process instance has now completed. It executed another activity, Approved (Update Sys & Notify Recruiter), automatically because it is in the System lane. Takeaway from this section What you just observed is that in-flight instances, in this environment, the development environment, are affected by changes to this process model Take a snapshot of the process changes In this section, you will take a snapshot of the more realistic process you just developed. 1. Switch back to the Designer perspective a. Click Designer WebSphere Lombardi Edition Page 38

39 2. Take a snapshot and name it v1.1 - Process Changes. 1.4 Data types and User Interfaces In previous sections, you have modeled the process. Now, you will model some of this business data that is flowing through our process Add Data types 1. From Request Headcount, click Variables to switch so that you can add variables to the process. 2. Click Add Private to add a private variable to this process. WebSphere Lombardi Edition Page 39

40 3. Set the details of the private variable. a. b. c. Click on the new private variable Under Details, set the Name to request For Variable Type, click New 4. Give the new variable type a name. At the New Variable Type prompt, a. b. Enter Name as HeadcountRequest Click Finish This step has just created a new Data Type / Variable Type in Lombardi. WebSphere Lombardi Edition Page 40

41 5. Add some parameters to this new variable type. a. Under Parameters, click Add 6. Name the first parameter id. a. b. Under Parameters, click on the new parameter, Untitled1 Under Parameter Properties, set the Name to id WebSphere Lombardi Edition Page 41

42 7. Repeat the previous two steps to add three more parameters of type String: project, requestor, and justification. 8. Add a new parameter named budget of type Decimal. a. b. Use the same steps to create the parameter and name it budget For Variable Type, click Select WebSphere Lombardi Edition Page 42

43 9. Use type-ahead to narrow down your search list. a. b. Start typing De and you should see the variable type list narrowed down by what you typed. Select Decimal Add another parameter named desiredstartdate of type Date. Review HeadcountRequest parameters and their types. When you are satisfied, click Save. 12. Close HeadcountRequest by clicking Close. WebSphere Lombardi Edition Page 43

44 13. Set request to have a Default value. Setting a default value for the variable initializes our object. a. Under Default Value, check Has Default Create User Interfaces using the Activity Wizard Instead of using the default screens, you are going to create some screens (user interfaces) that are implementation specific to this process and data types you defined. For the first activity, you will use the Activity Wizard to create its user interface. 1. Switch back to Diagram WebSphere Lombardi Edition Page 44

45 2. Right-click Request Headcount and select Activity Wizard 3. At the Activity Wizard Setup Activity prompt: a. b. Keep the default for Service Type, Human Service Keep the default for Service Selection, Create a New Service c. Click Next >. WebSphere Lombardi Edition Page 45

46 4. At the Activity Wizard Parameters prompt: a. b. Keep the default to use request as an Input and Output parameter Click Finish. By running the Activity Wizard with these selections, it has created a reusable implementation. Note, that the first time you run the Activity Wizard in an environment, it may take some time. Subsequent uses are much faster. WebSphere Lombardi Edition Page 46

47 5. Double-click Request Headcount Note that the generated implementation opened up in the Coach designer, which is used to design screens for human interaction. Double-click the Coach. WebSphere Lombardi Edition Page 47

48 8. The activity wizard went ahead and put the data elements onto the screen. Earlier you saw that we could run the process from the higher-level process (BPD), but you are not limited to always running from the higher-level process. In fact, go ahead and run this implementation by clicking Run. 9. A browser window opens with the data elements that were defined for the screen. Note that Budget and Desired Start Date have appropriate control types, Budget, which was a Decimal has a numeric control, and Desired Start Date has a date control. 10. Close the browser after you see the message that the service has finished. WebSphere Lombardi Edition Page 48

49 Lab 2 Build-from-Scratch Lab - Part Data types and User Interfaces - deep dive Use the Coach Designer to design a Coach (user interface) In this section, you will setup multi-column screens, input boxes with multiple rows, use a flow line to act as a Refresh button, and set some currency formatting. 1. Select Request by clicking on Request title in blue. You have selected the right section, if you see the blue outline bolded around all its parameters. WebSphere Lombardi Edition Page 49

50 2. Set the number of Request columns to two. a. b. View (or click on) the Properties at the bottom View (or click on) the Section sub-tab c. Under Behavior, set # of Columns to Drag Project to the second column. WebSphere Lombardi Edition Page 50

51 4. Repeat similar steps to drag Budget and Desired Start Date also to the second column. 5. Move Justification to it s own section. Drag it and move it until you see a shadow under Request and over the button section. WebSphere Lombardi Edition Page 51

52 6. Set the number of rows for Justification to four rows. Similar to designing in the BPD, when you select an element above you get properties for it below. a. b. c. Select Justification View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab d. Under Presentation, set # of Rows to Look at your changes by clicking Run. 8. Save the process at the Save Process? prompt. WebSphere Lombardi Edition Page 52

53 9. To respect W3C normes, drag and drop a Text Control into the free cell WebSphere Lombardi Edition Page 53

54 a. b. View (or click on) the Properties at the bottom Untick the Label Visible checkbox, delete the Label, change the Control Id into empty_zone and the control Type into Output Text. 10. Look at your changes by clicking Run. 11. Switch back to Diagram WebSphere Lombardi Edition Page 54

55 12. Take the end-point of the flow line out of the Coach and move it from End to loop-back to the Coach. 13. Click Save to save your changes. 14. Go back to the browser, and then click Ok. Wherever the flow line out of the Coach goes, will be the next step. In this example, it should act as a refresh and reload the Coach. If you accidentally closed the browser, run the coach. WebSphere Lombardi Edition Page 55

56 15. Set a value for the Budget, then click Ok. In the next step, you will add some formatting to this field Leave the browser open. Double-click on the Coach WebSphere Lombardi Edition Page 56

57 18. Set Budget to use a currency formatting. a. b. c. d. Click on Budget View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab Under Widget Style, click Select to set the Format WebSphere Lombardi Edition Page 57

58 19. Select dollar currency format 20. Verify your format. You can use existing formats, or define your own formats. 21. Click Save to save your changes. Or, use Ctrl-S to save your changes. WebSphere Lombardi Edition Page 58

59 22. Go back to the browser, and then click Ok. If you accidentally closed the browser, run the coach. 23. Verify the Budget now appears formatted for dollar currency. 24. Close the browser. Takeaway from this section The idea that the picture is the process does not only apply to the higher-level process, but also to implementations and screens. WebSphere Lombardi Edition Page 59

60 2.1.2 Create a screen flow In this section, you will modify this implementation from a single screen to a screen flow. 1. Add another Coach to Request Headcount s diagram. a. b. c. Move End further to the right of its current position. Move Coach further to the right of its current position. Drag a Coach onto the diagram WebSphere Lombardi Edition Page 60

61 2. Rename the new coach as Introduction. a. b. c. d. Click on Untitled1 View (or click on) the Properties at the bottom View (or click on) the Step sub-tab Under Common, set Name to Introduction. WebSphere Lombardi Edition Page 61

62 3. Connect Start to Introduction and re-align Introduction a. b. Click the end-point of the flow line from Start and connect it to Introduction Move up and/or nudge Introduction so that it is parallel to Start WebSphere Lombardi Edition Page 62

63 4. 5. Double-click the Introduction Coach. Rename Section Title to Introduction. a. b. c. d. Click on Section Title View (or click on) the Properties at the bottom View (or click on) the Section sub-tab Under Common, set Title to Introduction. WebSphere Lombardi Edition Page 63

64 6. Drag a Custom HTML control into Introduction. a. b. Under Controls, use the arrow-down button to scroll-down until you see Custom HTML. Drag Custom HTML into the Introduction above the button group. WebSphere Lombardi Edition Page 64

65 7. Customize the HTML in Custom HTML. a. b. c. d. Click Custom HTML View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab Under Custom HTML, set HTML to Welcome. You are about to enter a headcount request. WebSphere Lombardi Edition Page 65

66 8. Change the label of the Button on the Introduction coach. a. b. c. d. Click Button View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab Under Buttons, click Button. e. Under Button Details, set Label to Next >>. 9. Click Diagram WebSphere Lombardi Edition Page 66

67 Use the Sequence Flow, to wire Introduction to Coach. Open Coach by double-clicking it. WebSphere Lombardi Edition Page 67

68 12. Change the label of OK on Coach. a. b. c. d. e. Click Ok View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab Under Buttons, click Ok. Under Button Details, set Label to << Back. WebSphere Lombardi Edition Page 68

69 13. Add another button by clicking Add, which is under Buttons., 14. Similarly rename this button Finish. 15. Click Save to save your changes. Or, use Ctrl-S to save your changes. 16. Click Diagram WebSphere Lombardi Edition Page 69

70 17. Use the Sequence Flow, to wire Coach back to Introduction Add a flow line from Coach to End. If the elements of the diagram are close to grid, use Tidy Layout to snap them to grid. a. b. Right-click on the canvas Select Tidy Layout WebSphere Lombardi Edition Page 70

71 20. Verify your diagram. Takeaway from this section This is not about just creating a single screen; it is about creating a wizard or a coach flow to guide the user through what they need to do in the process. 21. Go ahead and run this screen flow. 22. At the Save Service? prompt, click Yes. 23. Click Next >>. WebSphere Lombardi Edition Page 71

72 24. Click << Back. 25. Click Next >>. WebSphere Lombardi Edition Page 72

73 26. Click Finish. 27. Close the browser after you see the message that the service has finished. Takeaway from this section With the screen flow, we saw again: What you design, is what you get. 2.2 Manually create a human service & configure decision gateway In this section, instead of using the Activity Wizard to create our User Interface, you will create the implementation of the second activity by hand. You will also associate the human service you created manually to the second activity of the process. Next, you will set the input data mapping for the Approve HC Request. Previously you have created and edited data types from the Variables tab of the higher-level process or lower level implementations. In this section, you will modify the variable from the Library. While it is not shown in this lab, you could also create data types from the Library. After making the data type changes, the process has a variable to capture the result of the approval, you will use that variable to configure the decision gateway to let the value of the variable decide with flow line will be followed Create a Human Service manually Instead of using the Activity Wizard, this time we are going to implement an activity from scratch. This will show you a little bit of what the Activity Wizard did for you in previous sections. WebSphere Lombardi Edition Page 73

74 1. Create a Human Service. a. From the process library, hover user User Interface and select the plus ( ) sign b. In the Create New wizard, select Human Service 2. Name the new human service. At the New Human Service wizard: a. b. Set Name to Approve Headcount Request. Click Finish. 3. By creating a new Human Service, you get a blank canvas, where you can manually create your own coach. WebSphere Lombardi Edition Page 74

75 4. Create a very simple coach from scratch. a. Drag a Coach onto the diagram. 5. Name the coach Approve Request. a. b. c. d. Select Untitled1 View (or click on) the Properties at the bottom View (or click on) the Step sub-tab Under Common, set Name to Approve Request. 6. Click Variables. Because a higher-level process will use this component, we should define Input and Output variables. An Input variable allows you to define the data the component will receive when someone reuses this component. For this example, the input variable will be a request of type HeadcountRequest. WebSphere Lombardi Edition Page 75

76 7. Add an Input variable to the human service by clicking Add Input. 8. Name the input variable request and set its type to HeadcountRequest. a. b. c. d. Click the new input variable. Under Details, set the Name to request. For Variable Type, click Select Type Re, and then select HeadcountRequest. WebSphere Lombardi Edition Page 76

77 9. Verify the configuration of the input variable, request. Also, set it to have a Default Value. WebSphere Lombardi Edition Page 77

78 10. The next step is to define an Output Variable for the component. A typical pattern would be to use the same output as the input. For this example, the data we want to obtain from this step is the approval outcome. Therefore, create an output variable named result of type Boolean. a. b. c. d. e. Click Add Output. Click the new output variable. Under Details, set the Name to result. For Variable Type, click Select Type Bo, and then select Boolean. WebSphere Lombardi Edition Page 78

79 11. Click Diagram so that you can start designing the coach. 12. Double-click Approve Request to open the coach. WebSphere Lombardi Edition Page 79

80 13. Under Variables, drag the request variable into Section Title. WebSphere Lombardi Edition Page 80

81 14. Set the Justification to four rows. a. b. c. Select Justification View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab d. Under Widget Style, set # of Rows to 4. WebSphere Lombardi Edition Page 81

82 15. The Approver should not have the ability to modify the Request, therefore, make the entire Request disabled. a. b. c. d. e. Click Request View (or click on) the Properties at the bottom View (or click on) the Visibility sub-tab Under Visibility, check Override Parent Visibility. Set Default Visibility to Disabled (read only access) for everyone. This makes the field not editable. WebSphere Lombardi Edition Page 82

83 16. Under Variables, drag the result variable into Section Title below Request. 17. Change the label of Result to something more descriptive. a. b. c. d. Click Result View (or click on) the Properties at the bottom View (or click on) the Boolean sub-tab Under Common, set Label to Check here to approve:. WebSphere Lombardi Edition Page 83

84 18. Change the label of the button to Complete. a. b. c. d. e. Click Button View (or click on) the Properties at the bottom View (or click on) the Presentation sub-tab Under Buttons, click on the button Under Button Details, set Label to Complete. 19. Click Diagram to wire the flow. WebSphere Lombardi Edition Page 84

85 20. Wire the components of the Diagram. a. b. Use the Sequence Flow to connect Start to Approve Request. Connect Approve Request to End. 21. Look at your changes by clicking Run. 22. Save the process at the Save Process? prompt. WebSphere Lombardi Edition Page 85

86 23. Notice that the entire Request object is not editable and there is a place for the approver to approve the request. Click Complete Close the browser after you see the message that the service has finished. Close Approve Headcount Request. Takeaway from this section You created from scratch the Approve Headcount Request activity implementation of type Human Service Associate a Human Service to an activity In this section, you will associate the human service you created manually in the previous section, Approve Headcount Request, to the second activity of the process, Approve HC Request. You will also set the input data mapping for the Approve HC Request. 1. Associate Approve Headcount Request human service to Approve HC Request activity. WebSphere Lombardi Edition Page 86

87 a. b. c. d. Click Approve HC Request View (or click on) the Properties at the bottom View (or click on) the Implementation sub-tab Under Implementation, click Select 2. Type Ap, then select Approve Headcount Request WebSphere Lombardi Edition Page 87

88 3. Verify the Implementation configuration for Approve HC Request. 4. Click Data Mapping. Notice that the service expects an Input and an Output mapping. Data Mapping is the second most technical topic so far, after the definitions of variables. If you recall when you created Approve Headcount Request, you specified what input data you expected to receive from a higher-level process, request data. WebSphere Lombardi Edition Page 88

89 5. Set the Input Mapping for the activity as request. a. Click to select request from the variables list. 6. Verify your Input Mapping. If you recall, you did not define a parameter within HeadcountRequest data type to store the approval decision. In the next section, you will modify HeadcountRequest to add this parameter. WebSphere Lombardi Edition Page 89

90 2.2.3 Modify a data type and set Output Mapping of an activity Previously you have created and edited data types from the Variables tab of the higher-level process or lower level implementations. In this section, you will modify the variable from the Library. While it is not shown in this lab, you could also create data types from the Library. 1. Modify HeadcountRequest to add a parameter for the approval result. a. Select Data, and then select HeadcountRequest. WebSphere Lombardi Edition Page 90

91 2. Add a parameter named approved of type Boolean. a. Click Add. b. Set the name to approved with a variable type of Boolean. 3. Click Save to save your changes. Or, use Ctrl-S to save your changes. 4. Close HeadcountRequest. 5. Now that the request has a parameter for approved, add this output mapping to the activity. a. Click Diagram. WebSphere Lombardi Edition Page 91

92 6. Set the Output Mapping of Approve HC Request. a. b. c. Click Approve HC Request. View (or click on) the Properties at the bottom Click the Data Mapping sub-tab d. Click to select approved parameter of the result variable. WebSphere Lombardi Edition Page 92

93 7. Verify the Output Mapping. 8. Click Save to save your changes. Or, use Ctrl-S to save your changes Configure the decision gateway Now that the process has a variable to capture the result of the approval, you can use that variable to configure the decision gateway to let the value of the variable decide with flow line will be followed. 1. Configure the decision gateway to use approved parameter. If approved is true, the process should followed the approval path. a. b. c. Click Status. View (or click on) the Properties at the bottom Click Implementation WebSphere Lombardi Edition Page 93

94 d. Click to select approved parameter of the request variable. e. Set the criteria to == f. Enter true as the value we want to compare to the approved value. 2. Look at your changes by clicking Run Save the process at the Save Process? prompt. Switch to the Inspector perspective, if you were not automatically switched there. WebSphere Lombardi Edition Page 94

95 5. Run the first task as tw_user. 6. Click Next >>. 7. Fill out the form and submit it. a. For Project, type Project 1 b. For Budget, set it to 56 c. Use the calendar control to set the date to d. e. For Justification, enter we need another person. Click Finish. 8. Close the browser after you see the message that the service has finished. WebSphere Lombardi Edition Page 95

96 9. Back in the Inspector, click Refresh to see where your process has advanced. a. Run Approve HC Request as tw_user. WebSphere Lombardi Edition Page 96

97 10. Let s not approve the first time around, so just click Complete. 11. Close the browser after you see the message that the service has finished. WebSphere Lombardi Edition Page 97

98 12. Back in the Inspector, click Refresh to see where your process has advanced. Because you left Check here to approve un-checked, the process should have returned back to Request Headcount. a. Run Request Headcount as tw_user. 13. Click Next >>. WebSphere Lombardi Edition Page 98

99 14. Click Finish. 15. Close the browser after you see the message that the service has finished. WebSphere Lombardi Edition Page 99

100 16. Back in the Inspector, click Refresh to see where your process has advanced. a. Run Approve HC Request as tw_user. WebSphere Lombardi Edition Page 100

101 17. At the approval screen, approve the request. a. b. Check Check here to approve:. Click Complete. 18. Close the browser after you see the message that the service has finished. WebSphere Lombardi Edition Page 101

102 19. Back in the Inspector, click Refresh to see where your process has advanced. Because you checked Check here to approve, the process completed when it followed the approval flow Take a snapshot In this section, you will take a snapshot of the complete process. 1. Switch back to the Designer perspective WebSphere Lombardi Edition Page 102

103 2. Take a snapshot and name it v1.3 - Complete. 2.3 Summary This concludes our introduction to building a first process. Future labs will get more complex in the implementation. WebSphere Lombardi Edition Page 103

104 Lab 3 Lombardi Process Portal This lab will introduce you to the Lombardi Process Portal, which is an interface that enables process WebSphere Lombardi Edition (Lombardi Edition) participants to perform assigned tasks, view the history of tasks, and view the performance of their processes and teams. 3.1 Setup lab In this section, you will reset some of the historical data (for example, due dates) that was preloaded so that you can see more features that would not have available without that historical data. These activities will be performed outside of the portal using the Process Admin Console Start the server and reset the historical data 1. Login to the Process Admin Console using these steps: a. Double-click the Lombardi Process Admin Portal links on the desktop. WebSphere Lombardi Edition Page 104

105 b. While we showed here how to login using the Windows shortcut, you could have opened your browser and pointed to the appropriate URL, such as: i. Login using the User Name tw_admin and Password tw_admin, then click Login 2. Reset the OTB report distribution (OTB is out-of-the-box) using these steps: a. b. In the left navigation pane, select SA UTILITIES Set OTB Report Distribution Under Settings use the drop-down list to select the Bpd Name as Order Fulfillment. In Lombardi Edition, Bpd or BPD is Business Process Definition, which is the business process model you model and execute in Lombardi Edition. WebSphere Lombardi Edition Page 105

106 c. Click OK d. You should see a message saying Success! i. ii. Click the Log out option to exit the Process Admin Console Close the browser WebSphere Lombardi Edition Page 106

107 3.2 My Tasks In this section, you will explore the Lombardi Process Portal functionality, My Tasks, which is available to all users of a process application. We will use a pre-built process, Order Fulfillment, which has some historical data already pre-populated. Specifically in this section, you will log in to the Lombardi Process Portal, explore the features of the Lombardi Process Portal, view process context of an instance, create a new process instance, view the history of your work, work with help requests that other process participants made to you, and see any process alerts Login to the Lombardi Process Portal 1. Log in to the Lombardi Process Portal using these steps: WebSphere Lombardi Edition Page 107

108 a. Double-click the Lombardi Process Portal links on the desktop. b. Log in using the User Name ofanalyst1 and Password teamworks, then click Login Alternatively, you could have opened your browser and pointed to the appropriate URL, such as: The default port is WebSphere Lombardi Edition Page 108

109 3.2.2 Explore the Lombardi Process Portal 1. Explore features available in the Lombardi Process Portal: Section Description You can use the links in the navigation bar to navigate to activities within My Tasks, My Scoreboards, and My Projects. My Tasks - Receive and complete tasks that are assigned to you, view task execution history, requests for help from other process participants, and process-related alerts. My ScoreBoards - Monitor individual and process performance, view custom reports, and create ad hoc reports. The team performance and some of these reports are only available to managers. My Projects - Access custom Lombardi Process Portal pages that may be defined for a process application. In this example, none are available. This area displays the name of the current Lombardi Process Portal user. Click Preferences to specify your and language settings. Click Help to open the online user assistance for Lombardi Process Portal. Use the toolbar icons to manage process instances and tasks. For example, you can start, suspend, resume, or terminate currently active process instances, assign tasks to users or groups, change the due date of a process instance or a task, and search for process instances and tasks. This is the main area that displays the items you are currently working with. For example, the preceding image shows the tasks in the current user's Inbox. The tasks are displayed according to the process instance that generated each task. You can click an Instance Name or Task Subject to see more detailed information about each task. In this area, you can also view and sort search results, view reports and scoreboards, and edit preferences. WebSphere Lombardi Edition Page 109

110 3.2.3 View process context of an instance 1. The following steps show you how to see a graphic view of an in-flight process. This is called the process context. a. Select an instance with Instance Name starting with Order:, then click the process diagram ( ) WebSphere Lombardi Edition Page 110

111 b. The process diagram will open and if it is an active instance, the current step of the process will be highlighted in a yellow halo. This diagram is not just a static picture, you can also do some work on the current activity such as Re-assigning a task to another user or group, or seeing the Due date of the task, who is assigned to it, and the time left to complete the task. WebSphere Lombardi Edition Page 111

112 c. View the due date of the task, who the task is assigned to, and the time left to complete the task. By clicking on the highlighted task (or hovering over it). In a few seconds the details will appear: Create a new process instance 2. Create a new process instance. For this example, members of the Analysts team can create new process instances in the Order Fulfillment process application. Who can start a process is defined in each BPD. a. In the Inbox, click New and a list of processes this user can start will show up. In this case, there is only one, Order Fulfillment. Select Order Fulfillment. WebSphere Lombardi Edition Page 112

113 b. The first coach (user interface) for the first activity will appear and in a wizard-like fashion you will be guided through the steps of creating a process instance. Click Next >> WebSphere Lombardi Edition Page 113

114 c. In the Order Header area, type a in the Customer field. Note that dynamic type ahead is available and that Aldi showed up in the list of customers. Try other letters and see what other customers are available. This type ahead was implemented by attaching an Ajax Service to this field. This Ajax Service was implemented in Lombardi Edition. Set Customer to Aldi, leave the other default values, then click Next >> WebSphere Lombardi Edition Page 114

115 d. Scroll down to the bottom of the form, and in Select Vendors, select the vendor with ID , and then click Next >>. e. Review the order information, and then click Submit History of your work 1. A history of work you have completed is available from the Lombardi Process Portal under History. WebSphere Lombardi Edition Page 115

116 a. Under My Tasks, click History and you will see a list of tasks you have completed sorted by earliest Task Due Date b. To see the task you completed, resort the list to make the task with the latest due date show up first by clicking ( ) under Task Due Date. The Order Fulfillment instance you just created should now show up as the first task. You could select it and view the process state or click on its Instance Name and see more details about the task. 3.3 My Scoreboards for non-managers In this section, you will use out-of-the-box scoreboards available to all users: My Performance, My Team Performance, and Process Performance. These scoreboards and performance metrics are captured by Lombardi Edition performance data warehouse My Performance 1. Explore My Performance, which is an out-of-the-box scoreboard available to all users. This scoreboard has metrics about your performance. WebSphere Lombardi Edition Page 116

117 2. Go to My Performance, which is under My Scoreboards. This shows a list of all your tasks, due dates, your performance versus your team average, and your performance trend: Section Description 1 You can filter your tasks by teams you belong to using this drop-down. 2 3a, 3b You can filter your tasks by process using this drop-down. For example, a call center representative might have several processes to work on. By default all tasks in 3a are categorized into: on track, at risk, and overdue. If you click on one of the categories, for example, overdue, then 3b will refresh and only show overdue task. This shows that these are dynamic scoreboards getting their data from the performance data warehouse. 4 Use the scroll left and right arrows to see when tasks will go overdue. 5 This shows your performance versus your team average over the last seven days. 6 This shows your performance trend for Completed and Active tasks. WebSphere Lombardi Edition Page 117

118 a. Filter the task list to only show overdue tasks by clicking on the pie slice for overdue. Note that the task list was refreshed and only shows overdue tasks. b. Use the scroll left and right arrows to see when tasks will go overdue 3.4 My Scoreboards for managers In this section, you will use additional scoreboards geared towards managers of a process: My Team Performance and Process Performance. You will also see how you can perform manager tasks such as reassigning a task to another user or group and creating Ad Hoc reports using process data stored in the Performance Data Warehouse My Team Performance 1. Explore My Team Performance, which is a scoreboard available to users that have been defined as managers with a team reporting to them. These scoreboards and performance metrics are captured by Lombardi Edition performance data warehouse: a. Login using the User Name ofmanager1 and Password teamworks, then clicking Login WebSphere Lombardi Edition Page 118

119 b. Click on to My Team Performance, which is under My Scoreboards. The upper half with the filters and task lists is very similar to My Performance Scoreboard. New areas are areas 1 and 2, which respectively represent the Task List for all and All processes and Team Performance. In area 1, you have some manager capabilities such as ability to reassign tasks or change tasks priority Re-assign a task 1. Reassign a task to another user: WebSphere Lombardi Edition Page 119

120 a. Change the Process Filter so that only Order Fulfillment process instances show up: i. ii. Use the Process Filter drop-down to select Order Fulfillment The scoreboards should refresh to only show Order Fulfillment process instances b. Reassign a task using these steps: i. ii. Check the first At Risk task, note the Id (for example, 286) and the current user that it is assigned to (for example, it is assigned to no one, while the Team is assigned to is ofanalysts) Click Reassign WebSphere Lombardi Edition Page 120

121 c. Reassign the task to another user by entering the User Name ofanalyst1, then clicking Ok d. Back in your task list, find the task and you should see it assigned to ofanalyst Summary In this lab, you were exposed to some of the capabilities available within the Lombardi Edition Process Portal. WebSphere Lombardi Edition Page 121

122 Lab 4 WebSphere Lombardi Edition s Optimizer This lab will introduce you to WebSphere Lombardi Edition s (Lombardi Edition) Optimizer, which is a tool designed to help you understand and refine the Lombardi Edition process models. The Optimizer gives you visibility and insight into your business processes. The Optimizer allows you to optimize your processes during development and after deployment. As you develop your processes you can run simulations to test and refine process designs before implementation (that is, validate your overall process modeling strategy). After processes are up and running, you can analyze them using historical data stored in the Performance Data Warehouse. Running historical analyses using Lombardi Edition Optimizer enables you to measure and then improve the efficiency of your processes by performing advanced what-if comparative analyses. Lombardi Edition Optimizer enables you to Simulate process performance Benefit Understand process design issues that could affect performance before process implementation Identify bottlenecks and other issues Compare actual process performance to simulations Compare simulations to historical performance data Simultaneously analyze multiple processes from a single or multiple process applications Optimize processes already in production Analyze how well your processes are doing compared to the goals that you set Analyze what would happen if you made specific changes to your processes Identify resources that are over or under-utilized across processes and applications Compare performance from month to month or quarter to quarter for specific sets of processes Experiment with the performance of multiple processes by simulating the addition of resources to one or more participant groups and finding the best results across processes and workloads In this lab, you will run a Single Simulation, an Optimization (Single Historical), and a Guided Optimization. 4.1 Simulation In this section, you will see how simulation values are set within the Authoring Environment, run a simulation, and see a heat map of the process. WebSphere Lombardi Edition Page 122

123 4.1.1 Simulation values for activities and swim lanes 1. Take a look at how simulation values are set within the Authoring Environment a. b. If the Authoring Environment is not open, open it, and login as tw_admin and password tw_admin. Open the Order Fulfillment Demo. If you just started the Authoring Environment, it will open up to the Process Center. On the same line as Order Fulfillment Demo, select Open in Designer: i. If you had another application open in the Authoring Environment, you will first go to the Process Center by clicking on Process Center short-cut, then click the Open in Designer link as directed above: c. Open the Order Fulfillment BPD by clicking Processes, then under Business Process Definitions, double-click Order Fulfillment WebSphere Lombardi Edition Page 123

124 d. Examine the Simulation properties for the Analysts participant group: i. ii. Click on the Analysts swim lane Go to Properties and click on ofanalysts. This will open the Participant Group of Analysts. Participant Groups Participant group lane assignments ensure that any activities that are not routed to a specific group or user have an automatic default assignment. Each lane that you create is assigned to the All Users participant group by default. You can use this default participant group for running and testing your BPD in the Inspector. The All Users participant group includes all users who are members of the tw_allusers security group, which is a special security group that automatically includes all users in the system. See the Administration Guide for more information about the tw_allusers security group. See the Authoring Environment User Guide topic: Creating a participant group for more information about defining the users that belong to a participant group. WebSphere Lombardi Edition Page 124

125 e. You can see the Simulation Properties that have been set for this group and the Members of the group. The Simulation Properties allow you to set Capacity, Availability, Efficiency, and Cost per Hour. The Simulation Properties for the Order Fulfillment process application were already defined. When you are done, go ahead and close ofanalysts by clicking. f. Repeat similar steps to see the Simulation Properties of the participant group ofmanagers. Hint: look at the Manager Swim lane. Close ofmanagers. g. Similar to Participant Group simulation properties, you can set simulation properties for items in a Business Process Definition (BPD).A BPD is a reusable model of a process that defines what is common to all run-time instances of this process model. For example, Start and End Events, estimates for task durations and probabilities for gateways. These values could be saved to a Simulation profile that you could reuse in your environment. WebSphere Lombardi Edition Page 125

126 h. Look at the simulation properties of a Start Event, Manual Start: i. ii. iii. Click on the Manual Start Go to the Properties tab and click on Simulation. Note the Selected profile is June, which is a custom simulation profile created for the Order Fulfillment process application. The Event is simulated in this profile is selected, and the Firing Delay of this start event used a Fixed Distribution Type, which fires every two days: Simulation Profiles A Simulation Profile allows you to provide for each item in a process model, estimates for task duration, probabilities for gateways, and other values on which to base your simulations. Lombardi Edition provides a default simulation profile that you can use or you can create one or more new profiles. The advantage of profiles is that they let you specify and save different estimates for specific situations that you know might occur in your environment. New simulation profiles can be created by clicking New. Note that you can select a different profile for each activity. Therefore, if you choose to create a new profile from an activity, this profile does not get applied to all activities in the process. See the Authoring Environment User Guide topic: Setting up simulation profiles for instructions of how to create a new profile. WebSphere Lombardi Edition Page 126

127 The Distribution Type can be set to Fixed, Uniform, or Normal by using the drop-down: The following table defines the different Distribution Types. Distribution Type Fixed Uniform Normal Values The execution time in days, hours, and minutes. The average execution time and the range (average plus or minus the values that you specify) in days, hours, and minutes. The average execution time, the range (average plus or minus the values that you specify), and the standard deviation in days, hours, and minutes. Lombardi Edition Optimizer Uses the same specified value each time. Is equally likely to use each value in the specified range. Is more likely to use values within the specified range that are closer to the specified average instead of values that are more or less than the average. i. View the simulation properties of the Create Order activity. Note that it uses a Normal Distribution. You can change the values and note the changes in the Normal curve. WebSphere Lombardi Edition Page 127

128 j. Look at the simulation profile for the Manager Approval activity: k. Look at the simulation profile for the Place Order in SAP activity: WebSphere Lombardi Edition Page 128

129 l. A Decision Gateway s simulation properties are about outgoing flow percentages (what percent of the time each flow will be followed). Look at the simulation profile for the Approved decision gateway. The Yes flow will be followed 80% of the time. m. Look at the simulation properties of a Timer associated with Get Vendor Responses. Event is simulated in this profile tells the Optimizer to simulate the event and the event firing conditions: Firing Delay Elapsed (timed delay), Activity Complete (event is repeatable as long as the activity is not complete), and for this percentage of activities. WebSphere Lombardi Edition Page 129

130 n. Go ahead and close the Order Fulfillment BPD by clicking close. Do NOT save any changes you may have made to the BPD Run a simulation 1. Follow these steps to run a simulation of the Order Fulfillment process. a. Open the Order Fulfillment BPD, and then click Start Simulation WebSphere Lombardi Edition Page 130

131 b. The Authoring Environment will switch to the Optimizer perspective. The table below describes the different areas of this Perspective. Section 1 Description In the Analysis Scenarios, you can select the Mode, which can be: Historical vs. Historical, Historical vs. Simulation (How did I do), Simulation vs. Historical (What if), Simulation vs. Simulation, Single Historical, and Single Simulation. These different scenarios can be saved after you execute one of them. Simulation is used before you put the process in production, while historical is used once you have the process in production and you want to go down a process improvement path. In addition, you can compare Historical versus Historical (for example, June results versus December). Likewise, you could compare how you did versus how you thought you would do (Historical versus Simulation), you could do some what if analyses (Simulation versus Historical), and compare simulations (Simulation versus Simulation.) WebSphere Lombardi Edition Page 131

132 Section 2 3 Description In the Heatmap Settings, you can select the Visualization Mode for the heat map diagram. The visualization modes can be: Time based: o o o o Count based: o o o Path based: o o o Metrics: o o Wait Time (elapsed time from when Lombardi Edition generates a task and when user starts working on it; claims it) Execution Time (elapsed time from when user starts working on a task and when user finishes working on it) Total Time = Wait Time + Execution Time Efficiency (compares expected KPI vs. actual execution time) Waiting Activities (Count of tasks waiting to be worked on) Executing Activities (Count of tasks in process; users have started working on them but have not completed them) Completed Activities (Count of completed tasks) Happy Path (How often best case is taken through a process) Exception Path (How often exception path is taken through a process) Path (results for all paths (Happy and Exception paths) SLA (SLA violations per activity where they have been defined) Rework (If an activity is executed more than once in a process instance) The Optimizer displays a color-coded heat map to visually illustrate where bottlenecks and other problems exist in the processes included in your scenario, and how severe those issues are. The darker the halo around an activity, the closer it is to the high end of the scale or range that you specified in the Heatmap Settings view. WebSphere Lombardi Edition Page 132

133 Section Description The data displayed in the Live Reports view depends upon the current editor and selection. For example, if you are examining a heat-mapped process diagram and you have selected an activity in that diagram (e.g. Manager Approval); the Live Reports view shows data specific to that activity. If you had selected the Lombardi Edition process pool, it would show data of the entire process. Live Reports include charts for Instance Duration Trend, Instance Duration Histogram, and Users also worked on. Below these charts are section for Instance Analysis, KPI Analysis, and Activity Analysis. The Smart Start view directs you to the activities and processes that deserve a closer look based on the most recently executed analysis scenario and the current visualization mode. The Smart Start view enables you to directly access: Hotspots identified by the Optimizer when you run an analysis scenario Processes and participant groups included in the most recently executed analysis scenario The Recommendations view makes practical recommendations for addressing issues that are identified in your processes, and suggestions for how to optimize your process models. The recommendations may encourage you to examine other visualization modes to gain a better understanding of a particular pattern or behavior in your processes. Resolving identified issues can involve questions such as: Would different resource allocations resolve my current bottlenecks? (Time and resource consumption) Are my processes taking the paths that I expect them to? What changes will ensure that they do? (Path optimization) How are my largest loans going through the process? How does that compare to my smaller loans? Why are very large loans always late? (Segment optimization) To get recommendations for a problematic Activity or other element in a process, click an element with a halo around it in the heat map. WebSphere Lombardi Edition Page 133

134 c. From the Simulation, it seems that Review Order, Get Vendor Responses, Select Fulfillment Option and Manager Approval are potential bottleneck areas. Before you roll out this process into production, you might consider adding more Managers and Vendors to potentially reduce Wait Times. d. Based on the Simulation results, let s look at the Optimizer for recommendations on how to improve the process. i. ii. Click on the Manager Approval task in the Diagram In the bottom right-hand, look at the Optimizer s Recommendations WebSphere Lombardi Edition Page 134

135 iii. Double-click on Recommendations to maximize the list of recommendations. These recommendations range from Launch Bypass Wizard, which is a Guided Optimization, to adding more resources (managers) to Manager Approval activity. In another section of the lab, we will explore the first recommendation. iv. Double-click on Recommendations to minimize the list of recommendations. WebSphere Lombardi Edition Page 135

136 e. To get more details about participant group Manager, click on Manager swim lane, then go to Live Reports WebSphere Lombardi Edition Page 136

137 f. Double-click on the Live Reports tab. You can see the detailed report: not only the trend and distribution charts are available, but below the chart there is detailed data for each instance. g. Double-click on the Live Reports tab to minimize it Show different heat maps 1. Follow these steps to see different heat maps WebSphere Lombardi Edition Page 137

138 a. In the Heatmap Settings, change the Visualization Mode to Path b. The heat map will show the Path diagram, which shows both the Happy Path and the Exception Path, which are blue and red, respectively. WebSphere Lombardi Edition Page 138

139 How are Happy Path and Exception Path defined in the process? For each flow out of a decision gateway, you can click on each flow and set the Line Type to be of either Happy Path or Exception Path. In this case, the flow going into Place Order in SAP was set as the Happy Path, while the flow going from the decision gateway to Select Fulfillment Option was set as the Exception Path. c. In the Heatmap Settings, change the Visualization Mode to Rework. By default, an Activity is considered Rework if it is executed more than once during a process instance. However, you can change the default settings for the Rework KPI in the KPI tab for each Activity. WebSphere Lombardi Edition Page 139

140 d. The Rework heat map shows that Select Fulfillment Option and Manager Approval tasks are problem areas. Simulation lets you consider possible problem areas before you put a process into production. In the next section, we will move forward and assume that you put the process in production and you have some historical data in your performance data warehouse. 4.2 Optimization In this section, you will run one of the Optimizer s Analysis Scenarios, Single Historical. This scenario assumes that you have some historical data and you will use it to identify any areas of concerns by looking at heat maps, path activities, and recommendations from the Optimizer. The six Analysis Scenarios (Modes) were described earlier: Historical vs. Historical, Historical vs. Simulation (How did I do), Simulation vs. Historical (What if), Simulation vs. Simulation, Single Historical, and Single Simulation Single Historical 1. Explore Single Historical, which analyzes the data stored in the performance data warehouse based on the scenario you select. WebSphere Lombardi Edition Page 140

141 a. In Analysis Scenarios, change the Mode to Single Historical using the drop-down WebSphere Lombardi Edition Page 141

142 b. Under Selected Scenarios, click Select, and then select All Available under Historical Analysis Scenarios. All Available and all the ones labeled are out-of-the-box scenarios available for you to use. Their names are self-explanatory. Likewise, you can create your own scenarios. See the Authoring Environment User Guide for more information. c. Click Calculate to run the analysis WebSphere Lombardi Edition Page 142

143 d. The Rework heat map still shows Select Fulfillment Option and Manager Approval as areas of concern Show heat map 2. Look at the Path heat map a. Under Heatmap Settings, change the Visualization mode to Path WebSphere Lombardi Edition Page 143

144 b. Click on the No (Exception Path), note how the Live Reports is refreshed and shows the data for the No flow. 4.3 Guided Optimization In this section, we will run a Guided Optimization based on the Optimizer s recommendations. This is useful when you think there might be opportunities to use historical data to identify automation rules that will make your process more efficient Run a guided optimization 1. In this section you will run a guided optimization to add a Bypass Activity. WebSphere Lombardi Edition Page 144

145 a. Right-click on Manager Approval Guided Optimization Bypass Activity Important! The rules may not match in the next few screens Based on when you ran this lab and the last time you setup the historical data, the rules identified by the Optimizer might be slightly different. The overall steps will be the same except for the rule implementation. WebSphere Lombardi Edition Page 145

146 b. Set the Variable to Predict to status, Confidence to Medium (70%), Complexity to Normal (3), and leave all Variables to Consider checked, and then click Next > c. The analysis results show that when the customer was Costco and the price was greater than or equal to 12, 236, the manager rejected the order 83% of the time. Similarly, when the customer was Target and the price was greater than or equal to 12, 236, the manager rejected the order 75% of the time Therefore, because the Manager is a bottleneck and they are mainly rejecting these orders, why don t we automatically reject orders that meet these conditions? WebSphere Lombardi Edition Page 146

147 d. Let s automate this by creating a bypass activity with these steps: i. Select Continue and Bypass Activity ii. Click Next > iii. If the Optimizer identified more than one rule, or if the rule is slightly different, use the same steps here. WebSphere Lombardi Edition Page 147

148 e. Set the Bypass activity rules: i. ii. iii. iv. v. Check all rules Select Create with Rule Service Accept the default What-if-scenario name Check Pre-configure What-If Analysis Click Finish. We selected a rule service to decouple the rule from scripting activities. If the Optimizer identified more than one rule, or if the rule is slightly different, use the same steps except maybe change the What-if scenario name to something more appropriate to your rules. WebSphere Lombardi Edition Page 148

149 f. If you look at the Analysis Reports, you will see the new Rule and its status is Included. The other possible rules were excluded because of the certainty level (less than 90%) or because of lack of data. This screen shot may be different if your rule was different. Just make sure there was at least one rule that was Included. WebSphere Lombardi Edition Page 149

150 g. To see the rule that was created, switch to the Order Fulfillment BPD i. ii. Notice that the diagram was changed to add a bypass activity and decision gateway (yellow highlight). Double-click on the bypass activity, Manager Approval bypass rule service h. When the bypass rule service opens, click on Bypass Manager Approval rule WebSphere Lombardi Edition Page 150

151 i. Select row 1, by clicking on 1. The first row should be selected. Look at the Action (THEN) rule. If sets the value of one to reject and the other indicating the bypass flag. If the Optimizer identified more than one rule, or if the rule is slightly different, use the same step and click on each row and note that the rule conditions and actions might be slightly different. WebSphere Lombardi Edition Page 151

152 j. Similarly, look at the otherwise (last) row. Close the rule without saving any changes. k. Close Order Fulfillment without saving any changes. WebSphere Lombardi Edition Page 152

153 Running by-pass rule service You should note that if you did in fact want to save the changes to Order Fulfillment and keep the bypass rule service, you would have to add variables to support this rule and complete the appropriate data-mapping. By default, the data-mapping is left blank as shown in the diagram below. 4.4 Summary This concludes the Optimizer lab which is a tool designed to help you understand and refine Lombardi Edition process models. The exercises should have helped you see how the Optimizer gives you visibility and insight into your business processes before you put your processes into production (Simulation) and while they are in production (Historical). WebSphere Lombardi Edition Page 153

154 Lab 5 Integration with External Systems This lab will introduce you to some of WebSphere Lombardi Edition (Lombardi Edition) integration capabilities. Lombardi Edition s connectors allow you to directly or indirectly access data in other applications. Lombardi Edition connectors are implemented within the Integration Framework. Lombardi Edition comes with a set of connectors ready for immediate use, which can be configured to integrate with common and popular external systems and interfaces. If a predefined connector does not exist for the target application, one can easily be created using the Integration Framework, and then added to the shared Lombardi Edition Library for reuse. For connectivity to external systems, Lombardi Edition connectors allow you to access: Remote client API libraries, SOAP web service protocol (web services), Message-based connectors that implement Java Messaging Service (JMS) standards, and Java Database Connectivity (JDBC) for database integration Integration logic is reusable across processes because the integration logic is defined as services. Integration logic can be reused through Toolkits shared across process applications. These integration services have well-defined inputs, outputs, and advertised behavior (such as "create a purchase order"). The internal implementation details such as parameter defaulting, data validations, data formatting and conversions, error checking, exception catching and others can be defined or changed as needed without affecting the calling processes. WebSphere Lombardi Edition Page 154

155 5.1 Database Integration DATABASE INTEGRATION Note: The Services and User Interface implementation illustrated how a Get Projects service could be used without actually having it implemented! This is an important illustration of the flexibility of the WebSphere Lombardi Edition project life cycle. In this section we ll implement a functional Get Projects service to query a database. In order to do this we ll use a pre-built service called Execute SQL Statement that is included in the System Data toolkit. Toolkits are libraries used to hold collections of reusable artifacts, which can be referenced by many Process Applications. Developers build toolkits in order to share these reusable artifacts with many Process Applications without having to copy them into each application. The System Data toolkit is a library of prebuilt artifacts supplied with WebSphere Lombardi Edition, which contains many building blocks used in creating custom Process Applications. Take a moment to scroll through the All view of the toolkit to get an overview of its contents Configure SQL Execute Integration Service You will now replace the results Stub with a dynamic call to a local database. 1. Open the INTEGRT process application you just imported a. In the Process Center, from the list of Process Application, click Open in Designer next to Integration Lab. 2. Open the Get Projects service WebSphere Lombardi Edition Page 155

156 Delete the Stub Results server script On the left hand menu under TOOLKITS expand the System Data toolkit Select Implementation 6. Scroll down the Integration Service list, find the SQL Execute Statement service, and drag it onto the Get Projects diagram From the Properties view of the SQL Execute Statement service select Data Mapping Since we don't have the variables and mappings we need defined we are going to use some auto defined ones. a. In the Input Mapping column, click the auto-mapping icon (double arrows) WebSphere Lombardi Edition Page 156

157 9. From the pop up Create Variables dialog box select sql (String) and parameters (SQLParameter) and click OK This creates local private variables in Get Projects called sql and parameters (check the Variables tab to see how they are defined), and it creates the mapping between those Get Project variables and the input variables needed by SQL Execute Statement Type "project" (including quotes) for returntype On the Output Mapping side, type tw.local.projects for results(any) An SQL Execute integration service expects to find a complete SQL statement in the variable bound to its SQL variable. We just mapped that variable to the Get Projects private sql variable (referenced as WebSphere Lombardi Edition Page 157

158 tw.local.sql) that was created by the auto-mapping in the previous step. In the next step we ll create a Server Scriptlet that loads the SQL statement into tw.local.sql Add and Configure Server Scriptlet Scriptlets let you define a multi-line statement that is used to assemble the contents of a complex string like an SQL select statement. At runtime the scriptlet runs and the result is placed in the variable the scriptlet is bound to. We ll create a scriptlet here that builds the SQL select statement we want and places it in the tw.local.sql variable the scriptlet is bound to, which is the variable that is then mapped into the SQL Execute Statement service we just created. 1. From the Get Projects service Diagram view Drag a Server Scriptlet onto the diagram. Be careful to get the Scriptlet, not the Script we used before Name the Server Scriptlet Set SQL From the Properties tab select the Implementation sub tab Click the Select button WebSphere Lombardi Edition Page 158

159 5. In the pop-up dialog select the private variable named sql. This will cause tw.local.sql to appear as the Binding parameter for the scriptlet. We just defined that the output of the scriptlet will be placed in that sql variable. See below. 6. On the Implementation sub tab in the Script input box type the following; select name as name, short_name as id from lsw_project where name like '%<#= tw.local.filter.name #>%' The %...% is SQL syntax. The quotes indicate a literal (which is what we ll end up with) and the %s are wildcards. The <#...#> syntax within the SQL %...% is Lombardi syntax required in scriptlets. The net of this is that the contents of tw.local.filter.name will be rendered as a literal and enclosed with the SQL wildcards to select all entries in lsw_project where the name contains the filter string. The lsw_project table is a table the authoring tools and Process Center use to track your Process Applications. In your results you ll see the names of the applications in the Process Center Server you re connected to. Now we ll connect the server components together Connect Start to Set SQL Connect Set SQL to SQL Execute Statement WebSphere Lombardi Edition Page 159

160 9. Connect SQL Execute Statement to End 10. Press Ctrl S to Save Test 1. From the Get Projects Diagram view click the Debug icon WebSphere Lombardi Edition Page 160

161 2. Click the Step button four times You should see values being returned from the database. Your list of applications returned will be different from the illustration below Revise the SQL to Best Practice To avoid SQL Injection threats and for better practice - we will now revise the SQL access code; Select the Set SQL server scriptlet Select the Implementation sub tab under Properties WebSphere Lombardi Edition Page 161

162 3. In the Script input Box revise the code to the following; select name as name, short_name as id from lsw_project where name like? <# tw.local.parameters = new tw.object.listof.sqlparameter(); var p = new tw.object.sqlparameter(); p.value = '%' + tw.local.filter.name + '%'; p.type = "VARCHAR"; p.mode = "IN"; tw.local.parameters[0] = p; #> WebSphere Lombardi Edition Page 162

163 Select the SQL Execute Statement service From the Properties tab select Data Mapping De-Select Use Default for parameters (List of 7. Press Ctrl S to save Test the Best Practice SQL 1. Click the Debug icon to test the SQL update and Step through it as before. You will see a set of debug screens similar to what you saw in the last test. If you have errors fix those before proceeding. You are now going to add in a default name to narrow down the results list From the Get Projects service select the Variables tab and select the filter input variable Type SA as default value for the name attribute WebSphere Lombardi Edition Page 163

164 Press Ctrl S to save your work Click the Debug button This time you should get a smaller list back with only the applications whose name begins with SA. Take a snapshot - with the name SQL Server Intermediate Query 5.2 Outbound Web Service In this section, you will invoke two web services: one is an external web service and the other one you will invoke a Lombardi Edition web service (Order Fulfillment web service) Invoke an external Web Service In this step, you will create an integration service that invokes an external web service, that is, a web service that was not implemented in Lombardi Edition. 1. Invoke an external Web Service a. Create an integration service to invoke the web service: i. Select Implementation ( ) ii. In the Create New, select Integration Service iii. iv. Set the Name to Get Greatings Click Finish b. Drag a Server Script component onto the canvas WebSphere Lombardi Edition Page 164

165 Server Script Use when you want to write JavaScript to execute on the Process Server in the service context. The Server Script component is useful for parsing through variables and executing programmatic commands. c. Drag a Web Service Integration onto the canvas d. Wire the components together e. Configure the web service i. ii. iii. Click on the Web Service Integration component Name the component greating webservice call Click on the Implementation tab (1) Under Discovery, enter the WSDL URI as (2) Click View (3) At the View prompt, click View (4) A Browser will open. If it does not, check the WSDL URI you entered WebSphere Lombardi Edition Page 165

166 (5) Close the Browser iv. Click Discover, which is next to View (1) In the Discover wizard, leave the defaults, and then click Discover v. Select the Operations as hello (user) using the drop-down vi. Click Generate Types, which is next to Discover. Generate Types generates Lombardi Edition representation of these Data Types. Once these data types are generated, they can be used just as any other Lombardi Edition data types. (1) Verify that only hello is selected, then click Next > WebSphere Lombardi Edition Page 166

167 (2) At the Generate Types Wizard, click Next > (3) The Generate Types Wizard should say: The generation is complete. Click Finish vii. Click on the Header tab. Note the input and output parameters of the web service. In the Parameter Details section, you could also set Default Values for the parameter, but it is a best practice to use a Server Script component to set it and make it easily visible where you are setting values in terms of documentation and debugging. viii. Click on the Security tab. Note that if the web service used authentication or a certificate, you could set these here. WebSphere Lombardi Edition Page 167

168 ix. Click on Data Mapping tab (1) Click Auto-map ( ) to set the Input Mapping (2) Check all the input variables (3) Click OK (4) Click Auto-map ( ) to set the Output Mapping (5) Check the output variable (6) Click OK WebSphere Lombardi Edition Page 168

169 x. Verify your Data Mapping f. Set default values for all your variables i. ii. Go to the Variables tab Click on the each private variable usertosayhello and check Has Default for Default Value. WebSphere Lombardi Edition Page 169

170 g. Set values for your input variables in the Server script i. ii. iii. Go to the Diagram tab Click on the Server Script component Name it set variables iv. Click on the Implementation tab and set values for the phone number, a short message to send, and the license key as depicted in the image below. h. i. Save the integration service Test the integration service i. ii. iii. Click Debug Click Step Click Step iv. You should see a message saying as "Hello John Doe " WebSphere Lombardi Edition Page 170

171 Lab 6 Process Rules, Nested Services, and Routing This lab will introduce you to Rules, Nested Services, and Routing. A Rule Service enables you to make decisions based on the value of process variables. Based on the result of the decision, you can in turn set process variable values, which can be used in decision gateways to select an output branch. As you build services, whether human services, rule services, Ajax services, Integration Services, or a General System Service, you will want to reuse these services in other services to create Nested Services. You will build a nested service (human service) to orchestrate a rule service, human service, and a coach. To determine who performs human activities in a process, WebSphere Lombardi Edition (Lombardi Edition) has the concept of Routing. There are five Routing Options (who) available: Last User in Lane, Lane Participant, Routing Policy, List of Users, and Custom. For each task you can also define the User Distribution (how) of the tasks. There are three options available: None, Load Balance, and Round Robin. In the final section, you will use a very simple BPD to define and use routing policies. 6.1 Lab Setup Before you begin this lab you should perform all the prerequisite steps listed below. a. b. c. d. e. Open the Authoring Environment, if it not already open Open the Process Application, RULERTG Open the User Interface, zsetup Create Lab Users and Groups Run it It should open a browser and create the necessary users and groups for you, or Skip them if they have already been defined. There is no problem if you run this script multiple times. Already defined users or groups will be skipped. WebSphere Lombardi Edition Page 171

172 6.2 Rules In this section, you will create a Rule Service which sets a value based on a patient s insurance type and the type of specialist selected. The conditions you will implement can be displayed in a decision table. If Insurance Type is: and Specialist Type is: Outcome is: In-Network Allergist In-Network Allergist Out-of-Network Allergist Out-of-Network Allergist In-Network Orthopedist In-Network Allergist Out-of-Network Orthopedist Out-of-Network Orthopedist In-Network Surgeon In-Network Surgeon Out-of-Network Surgeon Out-of-Network Surgeon A rule services consists of a series of conditions (If statements) and actions that you want to occur when a condition is true. When building rule services, you should keep in mind that the ordering of rule conditions matters. The conditions are executed in the sequential order they are displayed, therefore the most restrictive conditions should appear before the least restrictive. Patients that have Insurance Type of Out-of-Network their doctors and specialists include both In-Network and Out-of-Networks doctors and specialists. Therefore, you want the rule for In- Network Allergists (most restrictive) to appear before Out-of-Network Allergist (least restrictive.) Create a Rule Service 1. Create a Rule Service that sets a value based on a patient s insurance type and the type of specialist selected using these steps: WebSphere Lombardi Edition Page 172

173 a. Create a new rule by: i. In the Project Tree, mouse over Rules until the plus sign ( ) appears ii. Select Rule Service iii. iv. Set the rule service name to Specialist Routing Click Finish WebSphere Lombardi Edition Page 173

174 b. A rule is implemented using a Rule Script. Follow these steps to create the Diagram of the Specialist Routing rule service: i. Drag a Rule Script onto the canvas ii. iii. iv. Click on the rule script Untitled1 Go to the Properties view Highlight the name Untitled1 to rename it Assign Specialist WebSphere Lombardi Edition Page 174

175 v. Enter the name Assign Specialist vi. Wire the rule c. Set the variables of the Rule Service: i. Switch to the Variables tab by clicking on Variables WebSphere Lombardi Edition Page 175

176 ii. Create an Input variable patientvisit (1) Click Add Input (2) In Details, set the Name to patientvisit (3) Click Select and start typing PatientVisit until only PatientVisit shows up, and then select PatientVisit to set the variable type to be PatientVisit (4) Check Has Default iii. Add an Output variable ruleoutcome of type String (1) Click Add Output (2) In Details, set the Name to ruleoutcome (3) Leave the default type of String iv. Save the rule by using Ctrl+s WebSphere Lombardi Edition Page 176

177 d. Implement the rule you defined in the table using these steps: i. Click on Rules to switch to the Rules view, and then click on Assign Specialist in the upper left corner. It shows that a rule has Rule Conditions (If statements of a rule), and actions you want to take when a condition is true (Then statements of a rule.) ii. Expand the arrow ( ) next to Action (THEN). In this expanded section is where you will develop then statements. iii. Both the IF and THEN views of the rule are now visible WebSphere Lombardi Edition Page 177

178 iv. Add a condition for Insurance Type by clicking on the plus sign in the upper righthand corner: (1) A popup with your variables will appear. Expand patientvisit and select insurancetype. v. Similarly add a condition for Specialist Type: WebSphere Lombardi Edition Page 178

179 vi. Set the first condition (In-Network Allergist) of your rule by: (1) Click under insurancetype (2) Enter "In-Network (including or not the quotes) under insurancetype (3) Click on specialisttype and enter Allergist, then click Enter (4) Set Action Requirement to In-Network Allergist. Note that the Action (THEN) Requirement at the bottom will fill in with the value you typed for Action Requirement in the Condition (row). WebSphere Lombardi Edition Page 179

180 vii. Set the action you want to execute when the first condition is true by: (1) Use code completion to set the value of the rule s output variable, tw.local.ruleoutcome. Start typing tw.local. and you should see code completion executing. (2) The Action of the first rule should be set to: tw.local.ruleoutcome = In- Network Allergist ; viii. Set the second condition for Out-of-Network Allergist using the steps above. One thing you will notice is that once you have typed a condition in a column, that value is selectable. Therefore, instead of typing Allergist, you can simply select it under specialisttype. However, ActionRequirement are not selectable. For Out-of-Network specialist, leave off Out-of-Network when you set the Action (variable assignment). Therefore, an Out-of-Network Allergist variable assignment would be: tw.local.ruleoutcome = Allergist. WebSphere Lombardi Edition Page 180

181 ix. Your completed rule service should look like this. Your action statement values should have been adjusted to the names of the Action Requirement labels. Therefore, the last action for Out-of-Network Surgeon would have the value as displayed here. x. Save the rule. e. Test the rule using these steps: i. Click the Run button ii. The browser will open up and simply state The service has finished. WebSphere Lombardi Edition Page 181

182 Troubleshooting If your rule did not run, make sure you checked Has Default for patientvisit input variable. Complex variables (non-simple types) must be initialized. You can also try using Debug to step through the steps and seeing where the problem is occurring. While it is helpful to know that the rule can run, you would like to set different conditions and see which rule is fired. In the next section, you will develop a human service to test this rule service. 6.3 Nested Services In this section, you will see how services can be nested and re-used. In particular, you will build a Human Service, Test Rule that uses another Human Service, which was already built (Check-in Patient), to set the conditions of the rule. The values selected in the Human Service (Check-in Patient) will be used as input to the Rule Service (Specialist Routing), which you built in the previous section. To show the results of running the rule, you will build a coach (Show Rule Result). Finally, you will test this nested service. Specifically in this section, you will build the Human Service, Test Rule using these high-level steps: Create the Human Service, Test Rule, Orchestrate the Human Service, Test Rule, by building a Diagram as shown in the screen shot above, Define the mapping of the nested service (Check-In Patient), and Design the coach, Show Rule Result, that shows the rule results Create a Human Service Use these steps to create the Human Service, Test Rule. 1. Create a new Human Service Test Rule using these steps: WebSphere Lombardi Edition Page 182

183 a. In the Project Tree, mouse over User Interface until the plus sign ( ) appears b. Select Human Service c. d. Set the name to Test Rule Click Finish WebSphere Lombardi Edition Page 183

184 e. The service will open in the Diagram view. Note that the palette is very similar to the one for Rule Services f. Set the variables of the human service: i. ii. iii. iv. Go to the Variables tab Add an Input variable, patientvisit of type PatientVisit and check Has Default Add an Output variable, patientvisit of type PatientVisit Add a Private variable, ruleoutcome of type String and check Has Default v. Save the human service. WebSphere Lombardi Edition Page 184

185 6.3.2 Orchestrate the Human Service You will now specify the steps you want this human service to take. Check-in the patient (select specialist needed), Call a rule to determine the specialist routing, and then Show the results of the rule in a coach. 1. Diagram the Human Service using these steps: a. b. Switch back to the Diagram tab of the human service, Test Rule From the Process Tree, find the User Interface, Check-In Patient c. Drag Check-In Patient onto the canvas WebSphere Lombardi Edition Page 185

186 d. From the Process Tree, under Rules find Specialist Routing e. Drag Specialist Routing onto the canvas f. From the palette, drag a Coach onto the canvas WebSphere Lombardi Edition Page 186

187 g. Rename the coach: i. ii. iii. Click on the coach, Untitled1 Go to Properties Set the name to Show Rule Result h. Wire the components i. Save Test Rule WebSphere Lombardi Edition Page 187

188 6.3.3 Define the mapping of the Human Service This human service is orchestrating several services or activities so you need to define the mapping of data / variables between these services. In previous examples, you didn t explicitly set the mapping because you may have used the activity wizard, which shows the mapping for a service, but you probably just selected the default mapping of mapping the one variable to and from activities. 1. Define the mapping of Test Rule. a. From the Diagram view, look at Check-In Patient s data mapping using these steps: i. ii. iii. iv. Click on Check-In Patient on the diagram Click Properties Click Data Mapping Note that for the Input Mapping, Use default is checked and that there is no input mapping to a variable. Output Mapping is also not mapped to a variable. Use default check box indicates that you want the process to use the default value you defined when you setup a default value. For the first step, you want to use the default, but for other steps, you want to use the value set in the previous step. WebSphere Lombardi Edition Page 188

189 b. Set the data mapping for Check-In Patient: i. For Input Mapping, leave Use default checked ii. For Output Mapping, click auto-mapping ( ) and tw.local.patientvisit should fill in as the variable c. Similarly set the data mapping for Specialist Routing: i. For Input Mapping, un-check Use default ii. Set the input variable by clicking auto-mapping ( ) and tw.local.patientvisit should fill in as the variable iii. For Output Mapping, click auto-mapping ( ) and tw.local.ruleoutcome should fill in as the variable d. e. A coach uses the variables from the human service it is a part of; therefore, you don t have any Data Mapping for the coach Show Rule Result. Save the service WebSphere Lombardi Edition Page 189

190 6.3.4 Design a coach to show rule results To show the results of the rule, you need to define the coach for Show Rule Set. You will build this coach in this section. 1. Design the coach that shows the rule results Show Rule Result using these steps: a. Double-click Show Rule Result to open the default coach WebSphere Lombardi Edition Page 190

191 b. Add a Recalculate button using these steps: i. ii. iii. iv. v. Click on the row container that has the OK and Cancel buttons Go to Properties Go to Presentation Click on Add In Button Details, change the label from Button to Recalculate WebSphere Lombardi Edition Page 191

192 c. Rename the Section Title to Rule Result: i. ii. iii. Click on the section container Go to Properties Go to Section iv. In Common, set Title to Rule Result WebSphere Lombardi Edition Page 192

193 d. e. Save the service Drag the variable ruleoutcome into the Rule Result section WebSphere Lombardi Edition Page 193

194 f. Change the control type to Output Text, which displays a variables value but doesn t make it editable: i. ii. iii. iv. Click on Rule Outcome Go to Properties Go to Input Text Use the drop-down list to change the Control Type to Output Text WebSphere Lombardi Edition Page 194

195 g. Drag the patientvisit variable above the Rule Result section h. Rename Patient I D: to Patient ID: (The default is to separate the capital letters): i. ii. iii. iv. Click on Patient I D Go to Properties Go to Input Text Change the Label to Patient ID: WebSphere Lombardi Edition Page 195

196 i. Following the same procedure as above, change all the Patient Visit variables to Output Text instead of Input Text j. k. Save the service Add a wire from the Coach to the human service so that you can make changes and recalculate values of the rule i. Switch to the Diagram view by clicking on Diagram ii. iii. Add a wire from Show Rule Result to Check-In Patient Save the Service WebSphere Lombardi Edition Page 196

197 6.3.5 Test the Human Service Let s test the human service, Test Rule, to see if you designed the rule correctly. All test cases assume that a specific specialist is needed and the patient s insurance type is the other factor that will determine the rule outcome. The six cases you want to test are represented in the table. If Insurance Type is: and Specialist Type is: Outcome is: In-Network Allergist In-Network Allergist Out-of-Network Allergist Out-of-Network Allergist In-Network Orthopedist In-Network Allergist Out-of-Network Orthopedist Out-of-Network Orthopedist In-Network Surgeon In-Network Surgeon Out-of-Network Surgeon Out-of-Network Surgeon 1. Run Test Rule. a. b. From the diagram view of Test Rule, click Run. Test the first case, by selecting: i. ii. iii. iv. Insurance Type as In-Network, Specialist Needed as Yes, Specialist Type as Allergist, and then Click Submit WebSphere Lombardi Edition Page 197

198 c. The Rule Outcome should be In-Network Allergist. Click on Recalculate to go back to the Check-In patient coach. d. Test the first case, by selecting: i. ii. iii. iv. Insurance Type as Out-of-Network, Specialist Needed as Yes, Specialist Type as Allergist, and then Click Submit WebSphere Lombardi Edition Page 198

199 e. This time the Rule Outcome should be Allergist. Click on Recalculate to test the other four test cases. f. g. h. After you have tested all six cases, click OK and you should see The service has finished. Close the browser. Close the service Test Rule using close In this section, you built a rule and a nested service, which is a service that uses other services. In particular, you built a Human Service that uses another Human Service, which was already built (Check-in Patient) to set the conditions. You then used the values selected in the Human Service as input to the Rule Service (Specialist Routing) you had earlier built. To show the results of running the rule, you built a coach (Show Rule Result). Finally, you tested this nested service. WebSphere Lombardi Edition Page 199

200 6.4 Routing Options A Business Process Definition (BPD) has a lane for each system or group of users who participate in a process (Participant Lane). Each lane contains all the activities performed by the participants of the lane. More specifically, for each activity in a lane that is a service, you can designate who is assigned the task (Routing Options) and how the task is distributed among the designated users (User Distribution). There are five Routing Options available: Last User in Lane, Lane Participant, Routing Policy, List of Users, and Custom. Routing Option Last User in Lane Description Routes the run-time task to the user who completed the activity that immediately precedes the selected activity in the swim lane. It is typically used as the first activity in a lane of a top-level BPD. This is useful when you want to start a process and immediately work on the first task, without having to claim it first. Lane Participant Routing Policy List of Users Custom Routes the run-time task to the participant group assigned to the swim lane in which the selected activity resides. This is the default. Routes the run-time task according to the policy (conditions) that you establish. Routing policies can be based on Swimlane (role), Participant Rule, User Attribute Rule, and Expression Rule. In this lab, you will build a routing policy. Routes the run-time task to an ad hoc list of users. For example, if you have an array with a list of users you can use this option to assign this task to this ad hoc list of users. Lombardi Edition will create a temporary user group for this ad hoc list. Routes the run-time task according to the JavaScript expression that you provide in the corresponding text field. Along with the Routing Options, for each task you can define the User Distribution. There are three options available: None, Load Balance, and Round Robin. User Distribution None Description Lombardi Edition assigns the run-time task to all potential users. This is the default. Load Balance Round Robin From the potential users who can receive the run-time task, Lombardi Edition assigns to the users who have the fewest number of open tasks. From the potential users who can receive the run-time task, Lombardi Edition assigns to users in a round-robin fashion. For example, if the users in the Call Center participant group should receive the run-time task, Lombardi Edition assigns each task (created by each process instance) in a series to one user in the group after another. WebSphere Lombardi Edition Page 200

201 In this section, you will use a very simple BPD to illustrate how you can define and use routing policies and user distribution. There are three participant groups (actors) in this process: Doctors, Nurses, and Specialists. WebSphere Lombardi Edition Page 201

202 Doctors and Specialists are further selected based on whether the Patient s insurance type is In-Network or Out-of-Network. If a patient has an Out-of-Network insurance, they can go to both In-Network and Out-of-Network providers. Patients with In-Network insurance are limited to using only In-Network providers. The next two diagrams depict the list of providers for both In-Network and Out-of-Network. The users and groups have already been defined in advance for you. WebSphere Lombardi Edition Page 202

203 6.4.1 Explore the Participants of Patient Visit BPD 1. The next steps will step you through the Routing Policies and User Distribution defined for the BPD, Patient Visit. a. Take a look of the participants in the Patient Visit BPD. To see the Nurses participants: i. ii. iii. Open Patient Visit Click on Nurses lane In Properties, under Behavior verify that the Default Lane Participant Group is set to Nurses WebSphere Lombardi Edition Page 203

204 iv. v. Click on Nurses to open the Nurses participant group. Note that it includes as Members, pot Nurses. Close the Nurses participant group. vi. Follow similar steps to see the participants of the Doctors and Specialists lanes. WebSphere Lombardi Edition Page 204

205 b. If you are wondering how you are going to be able to assign a task to a specific provider, for example, In-Network Allergist, you setup additional participant groups to further define the doctors and specialist groups. Specifically, In-Network Doctors and Specialists were added, plus three more groups to define the three types of specialists: Allergists, Orthopedists, and Surgeons. In-Network Doctors and In-Network Specialists are a subset of Doctors and Specialists, respectively. i. If you want to see the users and groups defined for each Participant Group, use similar steps as above to see how each of these additional participant groups is defined. WebSphere Lombardi Edition Page 205

206 c. Take a look at how Routing was setup for Patient Visit: i. ii. iii. iv. v. Open the BPD, Patient Visit, if not already open Click on Check-In Patient Go to Properties Go to Routing Look at the Assign To and User Distribution, which are set to the defaults of Lane Participant and None, respectively vi. Verify that Perform Consultation and Diagnose tasks were similarly configured Run the Patient Visit BPD to see how Routing is configured 1. Run the process to see the effects of it s Routing configuration: a. b. Click Run on the Patient Visit BPD From the Inspector perspective, note that the process is on the first activity, Check-In Patient. More importantly, look at the Owner and note that it is assigned to (ROLE) of Nurses. That is, any member of the participant group Nurses can claim this task and work on it. It is not assigned to any one in particular. This might be useful when you want users to select their work from a group task list. WebSphere Lombardi Edition Page 206

207 c. Run the task using these steps: i. ii. Select the instance Click Run d. Note that it prompts you to Pick User from Role. Use the drop-down to see the list of users belonging to this role. i. Select potnurse1, then click OK WebSphere Lombardi Edition Page 207

208 e. At the password prompt, enter teamworks, then click OK f. Set Specialist Needed to No, then Click Submit to run the task. The Decision Gateway sets the next task to either Doctors or Specialists based on Specialist Needed value. g. Refresh the task list WebSphere Lombardi Edition Page 208

209 h. Because no specialist is needed, the process proceeds to Perform Consultation and is assigned to (Role) Doctors. Run the task. i. Select as user potdoctor3, then click OK (passwords: teamworks). j. k. Complete the rest of steps to run this instance of the BPD Refresh the task list and note that the Owner column now has the user who completed the task, instead of the role it was assigned to. WebSphere Lombardi Edition Page 209

210 l. Delete this completed instance by clicking delete ( ) m. Click OK to confirm deleting this instance Tip: Delete multiple instances If you select multiple instances, you can delete multiple instances at once. WebSphere Lombardi Edition Page 210

211 6.4.3 Set the Routing Assignment In this section, you will set some non-default routing assignments and user distributions in the Patient Visit BPD. The user that started the process will get the Check-In Patient assigned to them, you will use a coach to pick a Doctor to assign Perform Consultation, and for Specialists you will implement a Routing Policy that assigns the specialist based on Insurance Type and Specialist Type. Activity Routing Option User Distribution Check-In Patient Perform Consultation Last User in Lane List of Users None None Diagnose Routing Policy Load Balance For the specialist assignment, you will implement similar rules as you implemented for the Rule Service but now in a Routing Policy. If Insurance Type is: and Specialist Type is: Assign To: In-Network Allergist In-Network Allergist Out-of-Network Allergist Out-of-Network Allergist In-Network Orthopedist In-Network Allergist Out-of-Network Orthopedist Out-of-Network Orthopedist In-Network Surgeon In-Network Surgeon Out-of-Network Surgeon Out-of-Network Surgeon 1. Set the Routing Assignment and User Distribution of the Patient Visit BPD. a. Switch back to the Designer perspective by clicking Designer WebSphere Lombardi Edition Page 211

212 b. Set the Routing of Check-In Patient: i. ii. iii. iv. Click on Check-In Patient Go to Properties Go to Routing Use the Assign To drop-down list to set it to Last User in Lane c. Set the Routing of Perform Consultation: i. ii. iii. iv. Click on Perform Consultation Go to Properties Go to Routing Use the Assign To drop-down list to set it to List of Users v. vi. Click Select Select assigneddoctor vii. Verify the routing of Perform Consultation WebSphere Lombardi Edition Page 212

213 d. Set the Routing of Diagnose: i. ii. iii. iv. Click on Diagnose Go to Properties Go to Routing Use the Assign To drop-down list to set it to Routing Policy WebSphere Lombardi Edition Page 213

214 v. vi. vii. Double-click on Properties The Routing Policy editor should look very familiar to the Rule editor you used earlier Click on Add a column viii. Add columns (conditions) for Insurance Type and Specialist Type WebSphere Lombardi Edition Page 214

215 ix. Set the first condition (In-Network Allergist) of your rule by: (1) Click under insurancetype (2) Enter In-Network (including the quotes) under insurancetype (3) Similarly, set specialisttype to Allergist, and (4) Assign To defaults to Swimlane (5) Use the Assign To drop-down to select Allergists (6) Click on Adv WebSphere Lombardi Edition Page 215

216 x. Note that the Then section is now filled out: This Routing Policy use sentencelike definitions to set configurations instead of writing code: Advanced Allergists are users who match all of the following rules who belong to participant group Allergists xi. Change the name of the Assign To to In-Network Allergists, which is more descriptive of the assignment, by: (1) Enter In-Network Allergists under the appropriate Assign To row WebSphere Lombardi Edition Page 216

217 xii. You not only need to assign this task to all Allergists but to In-Network Allergist. Refine the assignment by: (1) Under Advanced Assign To (Then), click on (2) Select Participant Rule xiii. xiv. Select In-Network Specialists Verify the In-Network Specialists rule: WebSphere Lombardi Edition Page 217

218 xv. Similarly set the remainder of the rules: WebSphere Lombardi Edition Page 218

219 e. Set the User Distribution of Diagnose to Load Balance, which assigns tasks based on how many tasks a user has assigned to them. The task will get assigned to the user with the least number of tasks. i. ii. iii. iv. Click on Diagnose Go to Properties Go to Routing Use the User Distribution drop-down list to set it to Load Balance f. Save the BPD WebSphere Lombardi Edition Page 219

220 g. Verify your Routing assignment for Check-In Policy: h. Verify your Routing assignment for Perform Consultation: WebSphere Lombardi Edition Page 220

221 i. Verify your Routing assignment for Diagnose: j. Save the BPD Test the Routing Assignment In this section, you will test the Routing Options and User Distribution you configured. First, you will test Check-In Patient and Perform Consultation (assign a task to a specific doctor). Next, you will run multiple instances of the process to test the Routing Policy of Diagnose activity and the User Distribution to make sure Load Balance is working. Activity Routing Option User Distribution Check-In Patient Last User in Lane None Perform Consultation List of Users None Diagnose Routing Policy Load Balance 1. Test the Routing Assignments of Check-In Patient and Perform Consultation: WebSphere Lombardi Edition Page 221

222 a. Run an instance of the Patient Visit BPD i. Note that Check-In Patient was assigned to (Owner) tw_admin because you are signed into the Authoring Environment as tw_admin, and you set Check-In Patient s Assign To as Last User in Lane. WebSphere Lombardi Edition Page 222

223 b. Run the task, Check-In Patient and set: i. ii. iii. Specialist Needed to No Assigned Doctor to potdoctor2 Click Submit c. Refresh the process instance list and note that the Owner of Perform Consultation was set to potdoctor2 WebSphere Lombardi Edition Page 223

224 d. Run the task Perform Consultation and then delete the process instance 2. Test the Routing Assignments and User Distribution of Diagnose: For this test, you are going to run several instances of the Patient Visit BPD to test the Routing Policy and the User Distribution. As a user s task load grows, you want to make sure Load Balance is working correctly: the next task gets assigned to the user with the least amount of tasks. a. b. Run an instance of Patient Visit BPD Run the task, Check-In Patient and set: i. ii. iii. iv. Insurance Type to In-Network Specialist Needed to Yes Specialist Type to Allergist Click Submit WebSphere Lombardi Edition Page 224

225 c. Refresh the process instance list and note that the Owner of Diagnose was set to potallergist1, which is the only In-Network Allergist. Therefore, the routing policy is working correctly. WebSphere Lombardi Edition Page 225

226 d. e. f. All subsequent tests will use Out-of-Network Allergists to make sure you have more than one allergist to assign tasks to and be able to test Load Balance user distribution. Run an instance of Patient Visit BPD Run the task, Check-In Patient and set: i. ii. iii. iv. Insurance Type to Out-of-Network Specialist Needed to Yes Specialist Type to Allergist Click Submit g. Refresh the process instance list and note that the Owner of Diagnose was set to potallergist2, which is both an Out-of-Network Allergist and showing Load Balance, user with the least amount of tasks gets the task assignment. 6.5 Summary This lab introduced you to Rules, Nested Services, and Routing. You built a Rule Service to make variable assignments based on potential values of other variables. You also built a nested service (human service) to orchestrate a rule service, human service, and a coach. Using a simple BPD, you defined and configured task routing, which defines who and how a task is assigned to. WebSphere Lombardi Edition Page 226

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