THUR 3:30 PM BUILDING AN AUTOMATED PROCESS THAT INTERACTS WITH DIFFERENT SYSTEMS

Transcription

1 THUR 3:30 PM BUILDING AN AUTOMATED PROCESS THAT INTERACTS WITH DIFFERENT SYSTEMS AXON IVY PROCESS AUTOMATION Marcel Pruegel Solutions Engineer, Axon Ivy June 2 nd 2016

2 AGENDA 2 ointroduction oget the Desinger! odesigner Overview ofundamentals of BPMN oexample Process Vacation Request ohandson oq & A

3 BPMN BUSINESS PROCESS MODEL AND NOTATION 3 Providing a uniform de facto standard for business and IT departments Graphical specification language for the modeling and documentation License-free technology Consistent modeling in one notation Sufficiently comprehensible for business departments Sufficiently precise for technical implementation Simple and understandable creation of business process models

4 BPMN BUSINESS PROCESS MODEL AND NOTATION 4

5 BPMN BASIC PROCESS ELEMENTS - 4 GROUPS 5 Flow objects Swim lanes Connecting objects Artifacts Events / activities / gateways Pools / lanes Sequence flows / message flows / associations Data object / group / annotation

6 BPMN BASIC PROCESS ELEMENTS FLOW OBJECTS 6 Events Activities StartEvent IntermediateEvent EndEvent etc Task subprocess Gateways Exclusive Inclusive Parallel etc

7 BPMN BASIC PROCESS ELEMENTS FLOW OBJECTS 7 Events StartEvent IntermediateEvent EndEvent Events are phrased as a status / something that happened bill payed customer ordered Information object + verb in past participle Event: Something happened!

8 BPMN BASIC PROCESS ELEMENTS FLOW OBJECTS 9 Gateways Exclusive Inclusive Parallel etc The exclusive gateway means ETHER OR, i.e. only one path is possible. Check for overlapps No timewise overlapping Timewise overlapping XOR-Rule: The first incoming process path starts the outgoing path Only one of the process paths can be followed Alternative symbol type: an empty diamond icon

9 BPMN BASIC PROCESS ELEMENTS FLOW OBJECTS 10 Gateways Exclusive Inclusive Parallel etc The exclusive gateway means AND, i.e. all paths are necessary / required Approve leave request No timewise overlapping Inform substitute Vacation approved AND-Rule: All outgoing process paths need to be followed All incoming process paths need to be completed in order for the process flow to continue.

10 BPMN BASIC PROCESS ELEMENTS FLOW OBJECTS 11 Activities Task subprocess Activities are phrased as tasks request holiday / pay bill Activity: Do something! verb + object

11 BPMN BASIC PROCESS ELEMENTS FLOW OBJECTS 12 Activities Task subprocess A special task is a subprocess the plus sign indicates a compound activity it contains further subprocesses and enables complex hierarchically structures

12 Lane 1 Pool Lane 2 BPMN BASIC PROCESS ELEMENTS SWIM LANES 13 Swim lanes make it possible to comprehensively document processes. Participating process organizations and departments are displayed in swim lanes Represent responsible roles/divisions for activities. Can stand for an organisation, a role or a system

13 Supplier Dispatch Sales BPMN BASIC PROCESS ELEMENTS SWIM LANES 14 Swim lanes make it posiible to comprehensively document processes. Participating process organisations and departmens are displayed in swim lanes Represent responsible roles/divisions for activities. Can stand for an organisation, a role or a system

14 AXON.IVY DESIGNER DESIGNER IDE - BASICS 17 Axon.ivy Designer IDE Axon.ivy Designer is a graphical development environment to model, execute and test business processes. Axon.ivy Designer is based on Eclipse Axon.ivy is consists of many tools that are available as Eclipse plugins.

15 Axon.ivy Designer saves the projects in a directory in the filesystem. 18 This is called the workspace Many different projects can be created and edited in one workspace. You can switch workspaces easily: File Menu Switch Workspace

16 Axon.ivy Designer saves the projects in a directory in the filesystem. 19 This is called the workspace Many different projects can be created and edited in one workspace. You can switch workspaces easily: File Menu Switch Workspace Projects with process models can be imported into or exported from a workspace. You can work in teams thanks to Subclipse (Eclipse plugin for subversion repository)

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18 DESIGNER IDE PERSPECTIVES The Axon.ivy Designer has different perspectives for modeling, implementing and testing of processes. 21 The Process Model Perspective is for modeling business processes The Process Development Perspective is for implementing, simulation and testing. There are a few more perspectives for the design of dialogs or writing java classes which will be descriptes later. stay tuned

19 DESIGNER IDE PERSPECTIVES The Process Model Perspective is for modeling business processes 22 The Process Development Perspective is for implementing, simulation and testing. There are a few more perspectives for the design of dialogs or writing java classes which will be descriptes later. stay tuned

20 DESIGNER IDE PERSPECTIVES 23 The Process Model Perspective is for modeling business processes

21 DESIGNER IDE Editor preferences 24

22 DESIGNER IDE Simulation 25 If the simulation is started, the designer switched to the «Process Developement» Perspective Start simulation Stop engine Change the speed of the simulation Turn animation on/off Settings for the simulation can be found under «Axon.ivy Preferences-Engine»

23 DESIGNER IDE SHORTCUTS Right mouse button Context menu of element Left mouse button Select element Shift-click Add element to the selection or remove from selection Double click Inscribe element Shift-double click Enter sub process, Go to called process, Enter super b Bend arc d Set element to default size i Element, Inscribe j Jump into sub process, Go to called process, Jump out of sub process a auto-align selected elements r Reconnect arc s Straighten arc w Wrap text 26

24 DESIGNER IDE - PROJECT Processes: Main processes Subprocesses HTML Dialogs: Components for user interaction Data classes: Data structures of the process Configuration: Environments, global variables, validation, formats, styles 27

25 DESIGNER IDE - PROJECT Database configuration: 28 Configuration of databases Webservice configuration: Configuration of WebServices Roles: To assign tasks to various functions Test users: Workflow user for the simulation

26 DESIGNER IDE - PROJECT Deployment: 29 Project-Dependencies (Reuse of elements) Persistence: Configuration of connection of entity data classes to database Overrides: Overwriting of processes, RDs, CMS content or libraries configurations

27 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Process Starts: Request Start (http: Web Link) Event Start (programmed) Exception Start (Error handling) Callable subprocess Start (reusable process component) Web Service Process Start (Process as a Web Service) 30

28 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Request Start: Start 31 A Request Start event is triggered using a http-request (web link). A new process instance (case) is started The processed is called using a web URL (Link on a website in a workflow portal or a chosen navigation site)

29 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Event-Start: 33 Program Start The Event Start triggers an event programmed with a Java Bean (e.g. Timer, File-Transfer) A new process instance (case) is started Through this, an asynchronous integration with a third party system can be built.

30 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Callable subprocess-start: Start 34 With Callable subprocesses reusable process components can be constructed The Callable Subprocess Start defines the call and return parameters of the subprocess. It is only used in a Callable Subprocess (and only available if the process is of type callable sub process)

31 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Web-Service Process-Start: Start 35 A WS Start makes it possible to start an Ivy process through a SOAP Web Service To integrate Ivy in third-party systems To decouple various process models in Ivy The parameters and web service interface are configured It can only be used in a Webservice process (and only available if the process is of type callable web process)

32 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Process-End: End 36 Process end Callable subprocess end Web service process end End page (process end with user dialog) (Availlable if process is of respective type)

33 DESIGNER IDE PALETTE OF PROCESS ELEMENTS End-Page: End Page 38 The End Page element concludes the workflow of a process The same as the End element Additionally a HTML site is shown to the current WF user. The process instance is deleted Through the recording of events through the workflow Engine, the handling/processing flow is documented.

34 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Branching / Joining: 39 Alternative (either-or, XOR Gateway) Split & Join (both (>=2), AND Gateway)

35 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Split & Join: 40 Split Join In an AND branching (AND-Split Gateway) the control flow is split and continues in a parallel manner. All outgoing paths are executed at the same time. Using this (service activities, no human activities!) activities can be executed simultaneously.

36 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Split & Join: 41 Split Join The parallel paths must be again synchronized using an AND junction. The process flow will be blocked until all parallel paths are ended.

37 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Split & Join: 42 Alternative In alternative branching (exclusive or XOR Gateway), the path (only one!) to be followed is determined using a condition.

38 DESIGNER IDE PALETTE OF PROCESS ELEMENTS User Interaction: User Dialog / Web Page (HTML / JSF) 43

39 DESIGNER IDE PALETTE OF PROCESS ELEMENTS HTML Dialog / JSF: 44 User Dialog This is an element for a processing step done by a workflow user (human task) e.g. fill out an application, approve, control etc. The Axon.ivy Designer offers a perspective with a graphical editor for an easy creation and design of Rich Dialog panels.

40 DESIGNER IDE PALETTE OF PROCESS ELEMENTS System Activities Script step (ivy script code) DB step (SQL-Query, read/write) WS step (sall a webservice) step (send an ) Program step (java class) Trigger (start other processes) 45

41 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Script Step: 46 Script The Script Step is an automatic step that executes ivyscript code. It is used for computation, transformations, method calls etc.

42 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Database Step: 47 Database The DB Step is an automatic step that executes an SQL statement in a database. With this step, data in a database can be read, inserted, edited or deleted A DB s stored procedures can also be executed using this step

43 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Web Service Step: 48 Web Service The Web Service Call step is an automatic step that uses a web service. Axon.ivy s assistant renders the defining of the call as well as configuring data transfers very easy

44 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Step: 49 The Step is an automatic step that sends s out in a process. Attachments can also be sent

45 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Program Interface Step: 50 Program The Program Interface Step is an automatic step in which a Java Bean is executed. This is helpful to for example communicate with a third-party system or to incorporate existing code in the a process. There are standard Beans (wait) but these beans can also be extended:

46 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Trigger Step: 51 Trigger The Trigger Element starts a further process The newly started process is executed asynchronously, i.e. the process with the trigger continues immediately. Triggered process needs to be configured as triggerable: (Start element)

47 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Subprocesses 52 Composite Sub Sub Call Sub Call

48 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Composite Subprocess: 53 Sub The Composite or Embedded Subprocess groups multiple process steps. In the detail view, the composite subprocess can be edited. In contrast to the a Callable Subprocess, a composite subprocess is only used inside the process it finds itself in (Callable Subprocess can be reused). Info: The business BPMN activities in the palette are basically all composites

49 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Call Subprocess: 54 Call With the Call Subprocess step, an independently defined subprocess (reusable) is inserted in a process flow. Thanks to its project dependency, the called subprocess can also be referenced to from another project.

50 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Task Events Simple Task Switch Parallel Task Switch 58

51 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Simple Task Switch: Task 59 The Simple Task is an intermediate event that assigns further processing to a user or role The task is inputed in the task list and the execution pends until the task is accepted by a user with WF rights. A Task Switch also means time interruption and a user change within the process handling.

52 DESIGNER IDE PALETTE OF PROCESS ELEMENTS Parallel Task Switch: Tasks 60 The parallel Task-Switch is a Gateway which assigns one or multiple ensuing tasks to a user or role. The tasks are inputed in the task list and execution pends until the tasks are accepted by a user with WF rights. A Task Switch also means time interruption and a user change within the process handling. The Task Switch is a special form of an AND-Split&Join Gateways, in other words, multiple inputs are synchronized. The element blocks until all incoming paths are ended

53 DESIGNER IDE PALETTE OF PROCESS ELEMENTS BPMN Activities: All BPMN activities are embedded subprocesses. They make the process more descriptive and enable the seperation between functional and technical process steps 61 HINT: Once placed you can change the icon in the context menu!

54 EXAMPLE PROCESS 62 VACATION REQUEST

55 EXAMPLE PROCESS VACATION REQUEST 63 2 roles: Employee, Manager

56 LET S START BUILDING. 64

57 65 Q & A

58 THANKYOU! Feel free to visit us at our booth for more information! JOIN US FOR THE GROUP PROJECT TOMORROW : FRI 9AM WORKFLOW/BPM - BUILD YOUR OWN AUTOMATED WORKFLOWS