BEA elink Business Process Option User s Guide

Transcription

1 BEA elik Busiess Process Optio User s Guide BEA elik Busiess Process Optio 1.2 Documet Editio 1.2 February 2000

2 Copyright Copyright 2000 BEA Systems, Ic. All Rights Reserved. Restricted Rights Leged This software ad documetatio is subject to ad made available oly pursuat to the terms of the BEA Systems Licese Agreemet ad may be used or copied oly i accordace with the terms of that agreemet. It is agaist the law to copy the software except as specifically allowed i the agreemet. This documet may ot, i whole or i part, be copied photocopied, reproduced, traslated, or reduced to ay electroic medium or machie readable form without prior coset, i writig, from BEA Systems, Ic. Use, duplicatio or disclosure by the U.S. Govermet is subject to restrictios set forth i the BEA Systems Licese Agreemet ad i subparagraph (c)(1) of the Commercial Computer Software-Restricted Rights Clause at FAR ; subparagraph (c)(1)(ii) of the Rights i Techical Data ad Computer Software clause at DFARS , subparagraph (d) of the Commercial Computer Software--Licesig clause at NASA FAR supplemet ; or their equivalet. Iformatio i this documet is subject to chage without otice ad does ot represet a commitmet o the part of BEA Systems. THE SOFTWARE AND DOCUMENTATION ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. FURTHER, BEA Systems DOES NOT WARRANT, GUARANTEE, OR MAKE ANY REPRESENTATIONS REGARDING THE USE, OR THE RESULTS OF THE USE, OF THE SOFTWARE OR WRITTEN MATERIAL IN TERMS OF CORRECTNESS, ACCURACY, RELIABILITY, OR OTHERWISE. Trademarks or Service Marks BEA, ObjectBroker, TOP END, ad TUXEDO are registered trademarks of BEA Systems, Ic. BEA Builder, BEA Coect, BEA Maager, BEA MessageQ, Jolt ad M3 are trademarks of BEA Systems, Ic. All other compay ames may be trademarks of the respective compaies with which they are associated. BEA elik Busiess Process Optio User s Guide Documet Editio Part Number Date Software Versio 1.2 February 2000 elik Busiess Process Optio 1.2

3 Cotets About this Guide Who Should Read This Documet... xi How This Documet Is Orgaized... xi How to Use This Documet... xii Documetatio Covetios... xii Related Documetatio... xiv elik Busiess Process Optio Documetatio... xiv BEA Publicatios...xv Other Publicatios...xv Cotact Iformatio...xv Customer Support... xvi 1. elik Overview How elik Works Trasferrig Fuds: Traditioal Bakig Scearios Sceario 1: Withdrawal from Accout i USA Sceario 2: Deposit to Accout i Switzerlad Sceario 3: Fuds Trasfer (USA to Switzerlad) Trasferrig Fuds: Electroic Bakig Sceario Data Processig i elik Busiess Process Desig Overview Overview Busiess Iterface Widow Busiess Process Widow About Busiess Process Optio users About the Process Flow Model BEA elik Busiess Process Optio User s Guide iii

4 Tasks Roles ad pools Process istace life cycle Process defiitios Flat defiitios Coditioal defiitios Task depedecies Kids of task states About attributes Distiguishig process ad task attributes About process owership Creatig Busiess Processes: A Overview Specifyig Busiess Service Cotracts Overview How It Works Key Compoets Busiess Iterface Widow Accessig Cotract Repository Objects Cotract Repository Tree View Refreshig the Cotract Repository Tree View Toolbar Buttos Keyboard & Meu Shortcuts Usage Loggig o ad Gettig Started Startig the Process Desig Assistat Loggig O to the Process Desig Assistat Settig Logo Optio Defaults Loggig O Importig FML Files FML Import Istructios Loadig Exterally Described Iterfaces Istructios for Loadig Exterally Described Iterfaces Creatig New Objects Format Rules for Repository Objects iv BEA elik Busiess Process Optio User s Guide

5 Addig Elemets Addig Structs Addig Operatios Addig Iterfaces Addig Modules Modifyig Objects Modifyig Elemets Modifyig Structs Modifyig Parameters Modifyig Operatios Modifyig Iterfaces Modifyig Modules Deletig Objects From the Repository Deletig Istructios Exportig or Uexportig a Operatio Export Istructios Uexport Istructios Testig a Operatio Guidelies for Iputtig Data Test Operatio Istructios Loggig Off ad Exitig Logoff/Exit Istructios Troubleshootig Alert Widow Istructios Process Desig Assistat ad ATMI Mappigs Desigig Busiess Processes Overview How It Works Usage Geeratig a Palette Istructios for Geeratig a Palette Geeratig a Template Istructios for Geeratig a Template Opeig the Busiess Process Widow BEA elik Busiess Process Optio User s Guide v

6 Istructios for Opeig the Busiess Process Widow Cofirmig Logi to the Busiess Process Database Usig the Busiess Process Widow Usig the Busiess Process Widow Gettig started with the Busiess Process Widow Refreshig the Desig Pad display Pritig from the Desig Pad Processes are automatically saved Defiig ad chagig process structure Navigatig the process structure Istructios for Navigatig from the Hierarchy Pae Istructios for Hidig a Task s Childre i the Hierarchy Pae Istructios for Navigatig from the Task Pae Istructios for Navigatig from the Property Sheet Workig with multiple Desig Pad widows Istructios for Workig o Differet Parts of the Same Process Istructios for Workig o a Differet Process Copyig tasks betwee Desig Pad widows Usig drag ad drop betwee Desig Pad widows Workig with Process Defiitios Workig with existig process defiitios Istructios for Preparig to Form a Process Flow Viewig process attributes Summary of built-i process attributes Validatig process defiitios Workig with Tasks Copyig tasks Istructios for Copyig a Task Istructios for Copyig a Task with Drag-ad-Drop Workig with task objects i the Desig Pad Selectig ad movig tasks Istructios for Selectig ad Deselectig Tasks ad Depedecies4-25 Istructios for Movig a Task Istructios for Selectig a Task i Aother Layout Mode Istructios for Movig a Task i Aother Layout Mode vi BEA elik Busiess Process Optio User s Guide

7 Chagig the attribute display Namig tasks Aligig tasks Addig depedecies Deletig tasks ad depedecies Customizig task icos Addig customized icos to the ico library Chagig task icos Specifyig attributes Istructios for Opeig the Property Sheet Istructios for Viewig the Attribute Values for a Task Istructios for Settig a Attribute Value or Modifyig a Existig Value Istructios for Addig a Attribute to be Used i a Perform Coditio Makig elik Processes Work Busiess Process ad Task Parameter Attributes Parameter Attributes & Default Assigmets Parameter Assigmets Explaied Data Flow Through the Busiess Process Egie Data Flow By the Numbers Workig with Coditios Geeral form of a PerformCoditio or IterateCoditio Attributes i PerformCoditios Properties i PerformCoditios Operators used i PerformCoditios Data types used i PerformCoditios Compoud statemets Groupig statemets with paretheses Usig iteral attributes Summary of built-i task attributes About attribute values Iteratig tasks ad subtasks Examples of PerformCoditios BEA elik Busiess Process Optio User s Guide vii

8 Addig PerformCoditios to tasks Istructios for Specifyig a PerformCoditio Istructios for Creatig a PerformCoditio based o Task Attributes Istructios for Creatig a PerformCoditio with Evaluatio Expressios Istructios for Specifyig a IterateCoditio Istructios for Creatig a IterateCoditio Based o Task Attributes Istructios for Creatig a IterateCoditio with Evaluatio Expressios Workig with Process Istaces Istructios for Startig a Process Maagig Processes with the Process Maager Opeig the Process Maager Istructios for Startig the Process Maager Completig a process Istructios for Forcig a Process to Completio Deletig a complete process Istructios for Deletig a Completed Process Modifyig a process istace i progress Istructios for Modifyig Parts of a Process Suspedig ad resumig a process Istructios for Suspedig a Process Istructios for Resumig a Process Viewig the status of a process Istructios for Viewig the Status of a Process Istructios for Viewig Other Levels of the Process Istructios for Chagig the Iformatio Displayed for Each Task5-37 Istructios for Viewig the Details of a Specific Task Istructios for Viewig the Properties of a Task Usig folders to orgaize the Process Maager Istructios for Creatig a New Folder Fidig ad addig process defiitios to folders Istructios for Fidig a Process Defiitio ad Addig It to a Folder viii BEA elik Busiess Process Optio User s Guide

9 Istructios for Reamig a Folder Movig processes betwee folders Deletig processes from persoal folders Customizig how processes are displayed i folders A. Iterface File (*.IFCE) Referece Overview... A-1 Loadig ATMI Services... A-2 Itroductio to the Iterface Loader... A-2 Sytax of the Iterface Files... A-2 Guidelies for Usig Keywords... A-3 Keyword Order i the Iterface Loader Data File... A-3 Usig Service-Level Keywords ad Values... A-4 Usig Parameter-Level Keywords ad Values... A-5 Troubleshootig... A-6 Iterface File Example... A-6 Iterface File Explaied... A-7 B. MATHAPP Tutorial & Referece Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial...B-1 Loggig O...B-2 Loadig a Iterface & Addig a Operatio...B-3 Exportig & Testig Operatios...B-5 Geeratig Palette & Template...B-6 Movig to the Busiess Process Widow...B-6 Settig Up Your Process Flow...B-7 Modifyig Tasks ad Processes...B-8 Addig Your New Process to the Cofiguratio...B-10 Testig Your Process Flow...B-11 Assigig Parameters to Implemet Process Flows...B-12 Root Level Iput & Output...B-12 Task Level Iput & Output (SubtractIteger)...B-13 Task Level Iput & Output (AddIteger)...B-14 MATHAPP Service Referece...B-16 BEA elik Busiess Process Optio User s Guide ix

10 Glossary Idex x BEA elik Busiess Process Optio User s Guide

11 About this Guide This documet describes the BEA elik Busiess Process Optio product ad gives istructios for usig the tools for likig applicatios together usig the elik Busiess Process Optio. Who Should Read This Documet This documet is iteded for busiess aalysts who are iterested i likig applicatios together ito a distributed eviromet. How This Documet Is Orgaized The BEA elik Busiess Process Optio User s Guide is orgaized as follows: Chapter 1, elik Overview, provides a overview of elik i its etirety. Chapter 2, Busiess Process Desig Overview, provides a quick study of the Busiess Process Optio ad the procedures for usig it. More detailed istructios ca be foud i later chapters. This chapter icludes a flow chart. Chapter 3, Specifyig Busiess Service Cotracts, provides detailed istructios for usig the Busiess Iterface Widow withi the elik Process Desig Assistat to specify Busiess Service Iterfaces. Chapter 4, Desigig Busiess Processes, provides detailed istructios for usig the Busiess Iterface ad Busiess Process Widows to build process flows. Chapter 5, Makig elik Processes Work, provides istructios for addig coditios to ad modifyig parameters i tasks to make their processes work. BEA elik Busiess Process Optio User s Guide xi

12 Appedix A, Iterface File (*.IFCE) Referece, provides iformatio o the layout of files used to load iterface specificatios. Appedix B, MATHAPP Tutorial & Referece, provides a tutorial for usig the elik Busiess Process Optio with MATHAPP. It also provides a MATHAPP fuctioal referece. Glossary How to Use This Documet This documet, the BEA elik Busiess Process Optio User s Guide, is desiged primarily as a iterliked HTML documet set. A virtual prit documet i Adobe Acrobat will also be provided. Documetatio Covetios The followig documetatio covetios are used throughout this documet. Covetio boldface text Ctrl+Tab italics Item Idicates terms defied i the glossary. Idicates that you must press two or more keys simultaeously. Idicates emphasis or book titles. xii BEA elik Busiess Process Optio User s Guide

13 Covetio moospace text moospace boldface text moospace italic text UPPERCASE TEXT Item Idicates code samples, commads ad their optios, data structures ad their members, data types, directories, ad file ames ad their extesios. Moospace text also idicates text that you must eter from the keyboard. Examples: #iclude <iostream.h> void mai ( ) the poiter psz chmod u+w * \tux\data\ap.doc tux.doc BITMAP float Idetifies sigificat words i code. Example: void commit ( ) Idetifies variables i code. Example: Strig expr Idicates device ames, eviromet variables, ad logical operators. Examples: LPT1 SIGNON OR { } Idicates a set of choices i a sytax lie. The braces themselves should ever be typed. [ ] Idicates optioal items i a sytax lie. The brackets themselves should ever be typed. Example: buildobjcliet [-v] [-o ame ] [-f file-list]... [-l file-list]... Separates mutually exclusive choices i a sytax lie. The symbol itself should ever be typed. BEA elik Busiess Process Optio User s Guide xiii

14 Covetio Item... Idicates oe of the followig i a commad lie: That a argumet ca be repeated several times i a commad lie That the statemet omits additioal optioal argumets That you ca eter additioal parameters, values, or other iformatio The ellipsis itself should ever be typed. Example: buildobjcliet [-v] [-o ame ] [-f file-list]... [-l file-list] Idicates the omissio of items from a code example or from a sytax lie. The vertical ellipsis itself should ever be typed. Related Documetatio The followig sectios list the documetatio provided with the elik software, ad other publicatios related to its techology. elik Busiess Process Optio Documetatio The elik Busiess Process Optio iformatio set cosists of the followig documets: BEA elik Busiess Process Optio User s Guide BEA elik Busiess Process Optio Release Notes BEA elik Busiess Process Optio Operatios & Maiteace Guide BEA elik Busiess Process Optio Cofiguratio Guide BEA elik Busiess Process Optio Fuctioal Specificatio xiv BEA elik Busiess Process Optio User s Guide

15 Note: The BEA elik Busiess Process Optio CD set also icludes Adobe Acrobat PDF files of all of the olie documets. You ca use the Adobe Acrobat Reader to prit all or a portio of each documet. BEA Publicatios The followig BEA publicatios which cover the elik platform techology i depth are also available: TUXEDO System 6 Admiistratio Guide TUXEDO System 6 Admiistratio Guide to the Web-Based GUI TUXEDO System 6 Referece Maual Other Publicatios For more iformatio about the elik Platform techology, refer to the followig books: 3-Tier Cliet/Server at Work (Edwards) The TUXEDO System (Adrade, Carges, Dywer, Felts) The BEA elik Busiess Process Optio icorporates 3rd-party process egie techology. The relevat documetatio is directly icorporated withi the ELik Busiess Process Optio documetatio set. While this should provide all the iformatio ecessary, the elik Busiess Process Egie CD also cotais the 3rd-party documetatio for referece. Please ote that either this documetatio or the usage it describes are directly supported by BEA Systems, Ic. Cotact Iformatio The followig sectios provide iformatio about how to obtai support for the documetatio ad software. BEA elik Busiess Process Optio User s Guide xv

16 Customer Support If you have ay questios about this versio of the BEA elik Busiess Process Optio, or if you have problems istallig ad ruig the BEA elik Busiess Process Optio, cotact BEA Customer Support through BEA WebSupport at You ca also cotact Customer Support by usig the cotact iformatio provided o the Customer Support Card, which is icluded i the product package. Whe cotactig Customer Support, be prepared to provide the followig iformatio: Your ame, address, phoe umber, ad fax umber Your compay ame ad compay address Your machie type ad authorizatio codes The ame ad versio of the product you are usig A descriptio of the problem ad the cotet of pertiet error messages xvi BEA elik Busiess Process Optio User s Guide

17 CHAPTER 1 elik Overview This is a overview of the etire elik system. The Busiess Process Optio is just oe part of elik, but to uderstad the Busiess Process Optio, it is importat to have a uderstadig of elik s big picture. The followig topics are covered i this elik Overview: How elik Works Trasferrig Fuds: Traditioal Bakig Scearios Trasferrig Fuds: Electroic Bakig Sceario Data Processig i elik How elik Works elik itegrates eterprise applicatios. The applicatios are coected through the elik Platform, applicatio adapters (software), ad data itegratio. Busiess processes are directed by the Busiess Process Optio through the elik platform, data itegratio (if eeded), ad adapters, the processed i the applicatio. The type of applicatio ad ay ecessary adapters or data itegratio is trasparet to the users of the Busiess Process Optio. As log as the correct iputs are received by the applicatio i a form that the applicatio ca uderstad, the applicatio executes the trasactio. BEA elik Busiess Process Optio User s Guide 1-1

18 1 elik Overview Trasferrig Fuds: Traditioal Bakig Scearios To explai elik, we will start i this sectio of the chapter with very traditioal scearios. I the ext sectio of the chapter, we will show you the elik aalogies to these traditioal scearios. These aalogies will help describe the compoets of elik ad lead up to a descriptio of the etire elik system. The processes we use to execute trasactios at a bak, i both the traditioal ad electroic bakig scearios, require that we use certai tools. Uderstadig the roles of the participats ad how they use these tools to execute trasactios is the key to uderstadig elik. It is also importat to ote that the type of phoes used ad the telephoe etwork particulars are matters that are trasparet to those executig the process. Just as, the applicatio adapters ad elik platform are trasparet to users of elik. Sceario 1: Withdrawal from Accout i USA A withdrawal is the simplest ad most straight forward trasactio, so we will start with a withdrawal sceario. I this sceario, the customer uses a stadard phoe to make the call, the teller aswers with a headset phoe, ad they are commuicatig usig a telephoic etwork. The followig is a procedure for processig a withdrawal: 1. Customer calls bak; teller aswers. 2. Customer requests a withdrawal of fuds. 3. Customer provides accout umber ad the amout of withdrawal. 1-2 BEA elik Busiess Process Optio User s Guide

19 Trasferrig Fuds: Traditioal Bakig Scearios Figure 1-1 Customer to Teller Withdrawal Iteractio 4. Teller processes withdrawal. Sceario 2: Deposit to Accout i Switzerlad This trasactio is more complex because the tellers at the bak brach i Switzerlad speak oly Frech ad the customer speaks oly Eglish. Therefore, a traslator is eeded to facilitate the trasactio. I this sceario, the customer uses a stadard phoe to make the call, the traslator is also usig a stadard phoe, but the teller is usig a headset phoe, ad they are all commuicatig usig the telephoe etwork. The followig is a procedure for processig a deposit at a o-eglish speakig brach: 1. Customer calls the bak ad speaks to a traslator. 2. Customer requests deposit of fuds providig accout umber ad the amout of deposit. 3. Traslator passes o customer s request to teller after traslatig it to Frech. BEA elik Busiess Process Optio User s Guide 1-3

20 1 elik Overview 4. Teller processes deposit. Sceario 3: Fuds Trasfer (USA to Switzerlad) This trasactio is the most complex because of the complexities associated with the laguage problems, callig offshore bak braches, etc. Because of these complexities, the customer decides to use a Persoal Baker. A Persoal Baker is a bak trasactio specialist who acts as a aget for the customer to execute all of the complex trasactios associated with a iteratioal fuds trasfer. 1. The customer calls the bak ad speaks to a Persoal Baker. The customer is usig a stadard telephoe ad the Persoal Baker is usig a stadard phoe. The customer requests a trasfer of fuds from a brach i the USA to a brach i Switzerlad by providig accout umber ad the amout of trasfer. 2. The Persoal Baker cotacts the USA teller ad requests a withdrawal for the amout of the trasfer. The Persoal Baker is usig a stadard telephoe ad the USA Teller is usig a headset phoe. 3. The USA teller processes the withdrawal portio of the trasfer. 4. Persoal baker cotacts traslator ad asks traslator to pass o to Swiss Teller a request for a deposit i the amout of trasfer. The Persoal Baker is usig a stadard telephoe ad the Traslator is usig a stadard phoe. This is part of the deposit portio of the trasfer process. 5. Traslator passes o the Persoal Baker s request to the teller after traslatig it to Frech. The traslator is usig a stadard telephoe ad the Swiss Teller is usig a dial phoe. 1-4 BEA elik Busiess Process Optio User s Guide

21 Trasferrig Fuds: Electroic Bakig Sceario 6. The teller processes the deposit portio of the trasfer. The trasfer is completed. Trasferrig Fuds: Electroic Bakig Sceario This sectio provides a sceario that is the elik equivalet to the traditioal bakig Sceario 3 of the previous sectio. Notice how similar these drawigs are. Figure 1-2 Electroic Bakig Trasfer Process BEA elik Busiess Process Optio User s Guide 1-5

22 1 elik Overview The followig table compares the tools used i the traditioal bakig scearios above with the electroic bakig example below. Table 1-1 Comparig Tools Used: Traditioal & Electroic Bakig Scearios Traditioal Tool US Teller Swiss Teller Headset Phoe Dial Phoe Telephoe Network Traslator Persoal Baker Electroic Tool USA Bakig Applicatio Swiss Bakig Applicatio Adapter for USA Bakig Applicatio Adapter for Swiss Bakig Applicatio elik Platform elik Data Itegratio Optio elik Busiess Process Optio The headset ad dial phoes are aalogous to the applicatio adapters i that they are devices that allow the tellers, which are aalogous to the bakig applicatios, to commuicate with the other participats i the trasactio process through the telephoe etwork (aalogous to the elik platform). The traslator is aalogous to the elik Data Itegratio Optio. The traslator traslates laguage data from Eglish to Frech, the back to Eglish. The Data Itegratio Optio traslates data uderstadable to the elik platform ito data uderstadable to the bak applicatios. Here s the step-by-step sceario procedure: 1. Our customer submits a request for trasfer of fuds through our bak s olie bakig web page. 2. The elik Busiess Process Optio (aalogous to the Persoal Baker i the scearios above) requests a withdrawal from the USA bak. It seds the customer s accout umber ad trasfer amout through the elik platform (aalogous to the telephoe etwork i the scearios above) ad the USA Bak applicatio adapter (aalogous to the headset phoe i the scearios above) to the USA Bak applicatio (aalogous to the USA Teller i the scearios above). 1-6 BEA elik Busiess Process Optio User s Guide

23 Trasferrig Fuds: Electroic Bakig Sceario Figure 1-3 Withdrawal Usig elik 3. The USA Bak applicatio processes the withdrawal portio of the trasfer. 4. The elik Busiess Process Optio (aalogous to the Persoal Baker i the scearios above) requests a deposit to the Swiss bak. It seds the customer s accout umber ad trasfer amout through the elik platform (aalogous to the telephoe etwork i the scearios above), the Data Itegratio Optio (aalogous to the traslator i the scearios above), ad the Swiss Bak applicatio adapter (aalogous to the dial phoe i the scearios above) to the Swiss Bak applicatio (aalogous to the Swiss Teller i the scearios above). BEA elik Busiess Process Optio User s Guide 1-7

24 1 elik Overview Figure 1-4 Deposit Usig elik 5. The Swiss Bak applicatio processes the deposit portio of the trasfer, ad the trasfer is completed. I the ext sectio, we will show you how data moves through the elik system ad how it is processed. 1-8 BEA elik Busiess Process Optio User s Guide

25 Data Processig i elik Data Processig i elik Figure 1-2 is a illustratio of a elik process flow. This sectio shows you a more discrete example of how data moves through the elik system ad how it is processed. Figure 1-5 illustrates a typical flow of data through elik. Figure 1-5 Data Flow Through elik The process steps i elik are called tasks. If the first task is a withdrawal, it correspods to the bakig example i Figure 1-2. Actually, the diagram i Figure 1-5 ca apply to all tasks i the process flow, because the data flows through elik i the same maer regardless of the type of data itegratio, adapters, or applicatio that processes it. BEA elik Busiess Process Optio User s Guide 1-9

26 1 elik Overview 1-10 BEA elik Busiess Process Optio User s Guide

27 CHAPTER 2 Busiess Process Desig Overview The followig topics are covered i this Busiess Process Desig Overview: Overview About Busiess Process Optio users About the Process Flow Model Process defiitios Overview This chapter is a guide or roadmap to desigig busiess processes usig the BEA elik Busiess Process Optio. It icludes a discussio of the differet parts of the elik Process Desig Assistat. Busiess Iterface Widow Use the tools i this widow to create iterfaces to the applicatios coected through elik. The various methods for creatig these iterfaces are discussed i Chapter 3, Specifyig Busiess Service Cotracts. The operatios cotaied withi these iterfaces are coverted ito tasks. The, the tasks are used to form process flows (i BEA elik Busiess Process Optio User s Guide 2-1

28 2 Busiess Process Desig Overview the Busiess Process Widow). Oly tasks geerated from iterfaces defied usig the Busiess Iterface Widow ca be used to form process flows that are valid to use i elik. Busiess Process Widow I this widow, tasks geerated from iterface operatios are used to form process flows. The various methods for formig these process flows are discussed i Chapter 4, Desigig Busiess Processes, ad Chapter 5, Makig elik Processes Work. About Busiess Process Optio users Table 2-1 Users ad Tools People who use the Busiess Process Optio ad associated tools fulfill several roles. Each role uses specific applicatios or utilities. Role of Busiess Process Optio user Applicatio Iterface Desiger Process desiger Process maager Resposibilities creates iterfaces to applicatios that are coected to elik creates process defiitios by capturig a existig busiess process or by redesigig a busiess process modifies, completes, ad moitors processes Busiess Process Optio tool Process Desig Assistat (Busiess Iterface Widow) Iterface File Loader FML Import Utitity Process Desig Assistat (Busiess Process Widow) Batch Registry Process Maager Batch Registry 2-2 BEA elik Busiess Process Optio User s Guide

29 About the Process Flow Model Table 2-1 Users ad Tools Admiistrator oversees the ruig of the elik Busiess Process Egie ad database Batch Registry Process Maager This documet describes all the tools show i Table 2-1, except for the Batch Registry utility, which is described i the elik Busiess Process Optio Admiistratio Guide. About the Process Flow Model The followig cocepts are key to uderstadig our process flow model. A process (also kow as a job) is a structured activity ivolvig multiple steps. A process istace is a busiess activity i actio. A process istace is based o a process defiitio (also kow as a template), ad oe or more istaces of a process defiitio ca be active at ay time. A process istace is performed by oe or more workers. I the Busiess Process Optio, these workers are elik software agets. The performace of a process requires: Tasks Roles Pools Tasks Tasks i a process are orgaized ito a hierarchy. For example, the task of sedig a isurace policy reewal form ca be divided ito three subtasks: Compute ew premium Notify local office Mail form to customer BEA elik Busiess Process Optio User s Guide 2-3

30 2 Busiess Process Desig Overview Whe a process is ru, tasks go through oe of these states: Waitig meas that the Task is ot yet Ready. I Process meas that a worker has acquired the Task. Doe meas that a worker has completed the Task. Skipped meas that the Task will ever be Ready, but tasks that deped o the Skipped task ca become Ready. Activated meas that the Task has bee automatically started without beig associated with a worker. This state applies oly to Tasks with subtasks. Roles ad pools A role is a local ame for a type of worker (software aget or user) to which tasks are assiged. Every process has a Ower role that is resposible for the process as a whole. Oe or more tasks are assiged to a role. The role is assiged to a worker or group of workers by associatig the role with a pool. Each task is performed by a worker which is a member of the appropriate pool. Every user must belog to at least oe pool. Users ca belog to several pools. I order to maage process istaces, a user must be a member of the same pool as the elik aget which started the process. The elik Busiess Process Optio s default cofiguratio makes this relatively trasparet. Process istace life cycle The life cycle stages of a typical process istace are as follows: 1. Process istace creatio. A elik aget starts a ew process based o a process defiitio. 2. Task performace. Tasks are performed i a specified order, ad each task is performed by a worker aget who belogs to the pool that is assiged to the task. 2-4 BEA elik Busiess Process Optio User s Guide

31 Process defiitios 3. Process istace completio ad archivig. The process is completed whe all tasks are fiished, ad completed process istaces are recorded as ecessary. Process defiitios A process defiitio orgaizes tasks ito a structure that determies whe each task is to be performed. elik directly supports two kids of process defiitios: Flat (default) Coditioal Flat defiitios I a typical process defiitio, related tasks have a commo paret. It ca be coveiet to use the commo paret as a gateway task. You ca use a paret task as a orgaizig tool with o real work associated with it. This flat model of process orgaizatio is implemeted through the task AutoActivate property. The model is called flat because effectively it creates a sigle-level task hierarchy. Warig: By default, the Busiess Process Egie turs o the AutoActivate property for all tasks i a process. The elik Busiess Process Optio relies o this default behavior. You may also tur off the AutoActivate property for idividual tasks, separately from the paret process. Tasks with subtasks must have AutoActivate o for the elik Busiess Process Optio to work properly. I the flat model, tasks with subtasks start automatically whe they become ready to do (they are i the activated state), ad complete automatically whe all their subtasks are complete. BEA elik Busiess Process Optio User s Guide 2-5

32 2 Busiess Process Desig Overview Figure 2-1 Flat process defiitio A These tasks are started ad completed automatically C E Users oly work o these tasks B A F A G A H A D A I A J A K A Coditioal defiitios You may also create process defiitios where tasks are performed oly uder certai circumstaces a so called coditioal workflow. For example, it might be compay policy to sed a secod billig otice to a customer whe a ivoice is more tha 60 days overdue or process a isurace claim differetly if the claim amout is over a millio dollars. Coditioal workflows are implemeted through perform coditios. A perform coditio lets you specify a coditio to be tested whe a task becomes ready to do. The Busiess Process Egie ca the decide whether to skip the task or let it be performed. Figure 2-2 shows a process defiitio with two perform coditios (idicated by the letter P withi the small boxes). If the perform coditio o task B is false, that task is skipped. If the perform coditio o task D is false, tasks D, F, ad G is skipped. Thus, if a skipped task has subtasks, its subtasks are skipped, too. 2-6 BEA elik Busiess Process Optio User s Guide

33 Process defiitios Figure 2-2 Coditioal process defiitio AA P P B A C A D A E A This task is skipped if PerformCoditio is false F A G A All of these tasks are skipped if PerformCoditio is false You ca also implemet brachig by defiig opposite perform coditios o a pair of siblig tasks. For example, you might set up oe task so that it is performed whe the cost of a item is greater tha a thousad dollars, ad aother task so that it is performed whe the cost is less tha or equal to a thousad dollars. Perform coditios test the value of user-defied iformatio called attributes (for more iformatio, see About attributes o page 10). A perform coditio cosists of a attribute ame, a operator (greater tha, equal to), ad a value. The value ca be aother attribute. You ca create complex perform coditios by combiig tests with logical operators, for example: CUSTOMER_NAME <> Kelly AND COST > 500 MANAGER_APPROVAL = TRUE OR CLAIM_AMOUNT < 100 Table 2-2 shows examples of perform coditios. Table 2-2 Example perform coditios Attribute Operator Value COST > 1000 BEA elik Busiess Process Optio User s Guide 2-7

34 2 Busiess Process Desig Overview Table 2-2 Example perform coditios (Cotiued) Attribute Operator Value CLAIM_AMOUNT < CLAIM_MAX CUSTOMER_NAME = Kelly INVOICE_DUE_DATE > DATETIME( ) MANAGER_APPROVAL <> TRUE Chapter 5, Makig elik Processes Work the Workig with Coditios sectio provides complete iformatio o writig perform coditios. Task depedecies The process defiitios i Figure 2-1, ad Figure 2-2 are icomplete without further idicatio of the task sequece. I ay process defiitio, subtasks become ready to do oly after their paret has bee started. (Recall that i a flat process defiitio, paret tasks start automatically.) This meas that subtasks are implicitly depedet o their paret task. But what about siblig tasks? Typically, some siblig tasks must be completed before others ca be started. For example, a isurace compay is ulikely to pay a claim before the damage has bee appraised. I this case, paymet is depedet o the appraisal. I a task structure, you idicate such a explicit depedecy by drawig a arrow from the precedet task to the depedet task, as show i Figure o page 9. The Busiess Process Optio supports explicit depedecies oly betwee siblig tasks with the same paret. 2-8 BEA elik Busiess Process Optio User s Guide

35 Process defiitios Figure 2-3 Depedecy betwee siblig tasks Appraise Damage Pay Claim Precedet task Depedet task Whe you start a process, The Busiess Process Egie does ot let a depedet task become ready to do util its predecessor task is complete. The task that is paret to both siblig tasks eed oly be started, ot fiished, before its first subtask becomes ready to do. These relatioships are illustrated i Figure 2-4. Figure 2-4 Implicit ad explicit depedecies Implicit Depedecy A Whe task A is started, task B becomes ready to do B C Task B must be completed before task C becomes ready to do Explicit Depedecy Kids of task states Each task i a active process has a state, which idicates whether its work ca be performed at the preset time. At ay time, a task ca be i oe of these states: Waitig A task is waitig if aother task must be performed first. No work ca be performed o a waitig task. This is a task s iitial state. Ready A worker ca work o the task. However, o worker has yet started workig o the task. BEA elik Busiess Process Optio User s Guide 2-9

36 2 Busiess Process Desig Overview Bypassed or Skipped The task s perform coditio idicates that o work should be performed o the task, or the task was maually skipped. Activated As a result of a task s AutoActivate property, the task was started automatically ad will be completed automatically whe all its subtasks are completed. I Process or Acquired A worker is workig o the task. Doe The task is completed. No more work ca be doe o the task. About attributes Much of the iformatio i the Busiess Process database is stored i the form of attributes. A attribute is iformatio about a process or particular task withi a process. Some attributes are built-i; that is, they are predefied for all systems. Others are user-defied. For example, if you were desigig a isurace claims process, you might wat to add iformatio about the amout of the claim. You ca add this iformatio simply by creatig a ew attribute. There is a third type of attribute--geerated. These are the task attributes that are created (as part of the palette geeratio process) from operatio parameters i the Busiess Iterface Widow withi the elik Process Desig Assistat. Built-i ad user-defied attributes are used directly to store iformatio durig process executio. Geerated attributes are used idirectly to tell the elik Busiess Process Optio agets how to process the iformatio stored i built-i ad user-defied attributes. These geerated attributes cotai parameter assigmet expressios rather tha busiess data. For more iformatio o parameter attributes ad how they are used to implemet process flows, see Busiess Process ad Task Parameter Attributes i Chapter 5, Makig elik Processes Work BEA elik Busiess Process Optio User s Guide

37 About attributes All attributes have two parts: a ame ad a value. Whe you create a attribute, you specify both its ame ad value. For built-i attributes, you specify oly the value. Table 2-3 shows examples of built-i attributes. Table 2-3 Sample built-i attributes Name Type Value Task Name strig Credit Check Due Date datetime 05/21/95 Priority strig Normal User Workig O strig Kelly Table 2-4 shows examples of user-defied attributes. Table 2-4 Sample user-defied attributes Name Type Value CLAIM_AMOUNT iteger 500 CUSTOMER_NAME strig Kelly, K. APPROVAL_CODE strig 22-A65 Table shows examples of geerated attributes. Table 2-5 Sample geerated attributes Name Type Value AMOUNT Strig AMOUNT[*]=$JOB.AMOUNT[*] ACCOUNT_NUM Strig ACCOUNT_NUM[*]=$JOB.ACCOUNT_NUM[*] RESULT_BAL Strig $JOB.BALANCE[*]=RESULT_BAL[*] BEA elik Busiess Process Optio User s Guide 2-11

38 2 Busiess Process Desig Overview As these examples suggest, attributes ca take several kids of values: iteger, strig, datetime, ad so forth. Whe you create a ew attribute, you idicate what kid of value it ca have. Distiguishig process ad task attributes A process attribute applies to the process as a whole ad, therefore, to all tasks that make up the process. Whe you set a process attribute, its value is the same i every task. Most user-defied attributes are process attributes. There are also built-i process attributes. For example, the process ame is a built-i process attribute that you set whe you create a process. A few built-i process attributes are read-oly for all users. This meas that oly the Busiess Process Optio ca assig the attribute value. For example, whe you start a process, the Time Created attribute is automatically set to the curret time. Task attributes are uique for each task. May built-i task attributes are provided; some of these are listed i Table 2-3. You caot create ew task attributes durig process desig. You ca set some task attributes durig process desig. Others are read-oly. For example, you ca set the task Due Date attribute whe you desig (or start) a process. But oly The Busiess Process Egie ca set the Time Started attribute whe a worker begis to work o a task. About process owership Every active process must have a ower. The process ower typically is resposible for maagig the process ad moitorig its activity. elik agets are the owers of all processes withi the Busiess Process Optio. Therefore, to maage a process maually you must become a member of the ower pool. The ower pool is the pool you assig to the root task. As show i Figure 2-5, ay pool ca be the ower pool. If you do ot specify a ower pool i the process defiitio, it defaults to the process iitiator s pool BEA elik Busiess Process Optio User s Guide

39 Creatig Busiess Processes: A Overview Figure 2-5 Ower role ad ower pool Root Task Ower Role Ower Pool Ay pool assiged to the root task becomes the ower pool Creatig Busiess Processes: A Overview The followig flow chart is a overview that describes the step-by-step procedure for formig a elik process. This is the oly correct procedure for formig a elik process. BEA elik Busiess Process Optio User s Guide 2-13

40 2 Busiess Process Desig Overview The followig chart outlies the steps ecessary for creatig busiess processes usig the elik Busiess Process Optio: Specifyig Cotracts Uit Test A cotract describes a operatio which a applicatio ca perform. The cotract is a agreemet betwee a provider ad a cosumer about the iputs ad outputs to ad from a operatio. For more iformatio, see Chapter 3, Specifyig Busiess Service Cotracts. Uit test procedures are also spelled out i Test Operatio Istructios a sectio of Chapter 3, Specifyig Busiess Service Cotracts. Geeratig Palettes & Templates Palettes cotai tasks which are geerated from groups of operatios (iterfaces). Templates are empty process defiitios. For more iformatio, see Geeratig a Palette ad Geeratig a Template i Chapter 4, Desigig Busiess Processes. Formig Processes Tasks are copied from palettes to templates, the sequeced to form process flows. For more iformatio, see Workig with Process Defiitios i Chapter 4, Desigig Busiess Processes. Makig Processes Work Oce process flows are formed, they eed some adjustmets to make them work. For more iformatio, see Chapter 5, Makig elik Processes Work. Itegratio Testig The fial step is to test the process flows. For iformatio o itegratio testig, see Chapter 5, Makig elik Processes Work BEA elik Busiess Process Optio User s Guide

41 CHAPTER 3 Specifyig Busiess Service Cotracts The followig topics are covered i this chapter: Overview Busiess Iterface Widow Usage Process Desig Assistat ad ATMI Mappigs Overview The Process Desig Assistat is a tool that assists you i creatig cotracts betwee applicatios, the formig them ito process flows. This chapter provides istructios for the Busiess Iterface Widow of the Process Desig Assistat. The Busiess Iterface Widow assists you i specifyig cotracts. BEA elik Busiess Process Optio User s Guide 3-1

42 3 Specifyig Busiess Service Cotracts How It Works The Process Desig Assistat is a elik cliet/server applicatio. Cotracts are specified i the Busiess Iterface Widow, the formed ito process flows i the Busiess Process Widow. You ca also import existig FML defiitios (to be used as the basis for cotracts) ad load iterfaces from text files. See Appedix A, Iterface File (*.IFCE) Referece, for more iformatio. The Process Desig Assistat supports the descriptio of ay elik service that uses FML32 buffer types. Figure 3-1 shows the workflow usig the Cotract Repository database. The Process Desig Assistat (Busiess Iterface Widow) ad other key compoets are described i the ext sectio. Figure 3-1 Workflow for Specifyig Cotracts )0/ 'HILQLWLRQV,QWHUIDFHÃ )LOHV Import Load 3URFHVV 'HVLJQ $VVLVWDQW Write Read &RQWUDFW 5HSRVLWRU\ 'DWDEDVH 3-2 BEA elik Busiess Process Optio User s Guide

43 Busiess Iterface Widow Key Compoets The Process Desig Assistat cosists of the followig compoets: Cotract Repository Database The Cotract Repository database stores iterface cotracts betwee cliets ad servers. All created objects reside i the database ad are used to desig processes. The Busiess Iterface Widow The Busiess Iterface Widow of the Process Desig Assistat is the primary iterface to the Cotract Repository database. The cotets of the database are show i a object tree structure that shows the available modules, the iterfaces cotaied i each module, ad so o. You ca use the Iterface Widow to add, modify, or delete the objects i the database. You also have the optio to populate the Cotract Repository database by importig existig FML files or load iterfaces from text files. See Appedix A, Iterface File (*.IFCE) Referece, for more iformatio o loadig iterfaces from text files. To lear more about the objects i the Cotract Repository tree, refer to the sectio of this chapter o the Cotract Repository Tree View. For more iformatio about workig with objects i the repository, refer to the sectio of this chapter o Usage. The Busiess Process Widow The Busiess Process Widow is used to form process flows. Process flows are formed usig palettes ad templates i the Desig Pad (subwidow). The process flows formed are displayed as flow diagrams i the Desig Pad. The process boxes i the diagrams represet tasks ad the arrows i the diagrams represet depedecies betwee tasks. Busiess Iterface Widow The Busiess Iterface Widow shows a tree view of the cotracts ad their compoets. Whe you select a item i the tree, its properties are displayed i the right-had pael. Before you ca view the tree i the Process Desig Assistat, you eed to log o. To do this, select File >Logo from the meu bar or click o the Logo toolbar butto. BEA elik Busiess Process Optio User s Guide 3-3

44 3 Specifyig Busiess Service Cotracts Accessig Cotract Repository Objects The Process Desig Assistat Busiess Iterface Widow cosists of the meu bar, toolbar ad a attribute display. After logo, the root odes for each Cotract Repository object are show. Figure 3-2 shows the root odes for each type of object i the Cotract Repository tree that display i the left portio of the widow. Figure 3-2 Mai Tree Structure Cotract Repository Tree View As show i Figure 3-2, there are multiple roots i the tree, oe root for each kid of object. 3-4 BEA elik Busiess Process Optio User s Guide

45 Busiess Iterface Widow The first root cosists of modules. Modules are optioal groupig structures. They will help you orgaize iterfaces but are ot eeded for process creatio. Iterfaces provide the oly groupig ecessary to geerate palettes. The secod root displays the iterfaces defied i the Cotract Repository. Each iterface may be part of oe or more modules. A iterface groups together oe or more related operatios (for example, all of the busiess services offered by a accoutig applicatio). Oce created, a iterface ca be used to geerate a palette of tasks. The third root is operatios. A operatio may be part of oe or more iterfaces. Oce created, a operatio ca be used to geerate a template to form process flows. The fourth root displays the structs defied i the repository. The structs are groups of elemets. A struct ca be used as a data type for elemets. The fifth root is elemets. The elemet type ca be a basic type (char, short, log, float, double, strig, carray) or a struct type. Parameters i operatios are defied usig elemets. From the tree view, you ca create elemets, structs, operatios, ad iterfaces. As a example, Figure 3-3 shows the BANKAPP module expaded. Table 3-1 describes each type of object available i the tree i full detail. BEA elik Busiess Process Optio User s Guide 3-5

46 3 Specifyig Busiess Service Cotracts Figure 3-3 Module Tree Hierarchy Table 3-1 Tree Objects Object Ico Descriptio Module Iterface module out of date module A module is a group of oe or more iterfaces. I elik, this object type is used oly to group ad orgaize iterfaces. Iterfaces are a group of oe or more operatios. Each iterface may be part of oe or more modules. 3-6 BEA elik Busiess Process Optio User s Guide

47 Busiess Iterface Widow Table 3-1 Tree Objects Object Ico Descriptio Operatio operatio exported operatio Operatios are implemeted as ATMI services. Each operatio may be part of oe or more iterfaces. Whe a operatio has bee exported it shows i a gree light. Parameter Whe elemets are used i operatios, they become parameters or argumets to the operatio. Parameters cotai additioal iformatio (beyod that i the correspodig elemet), such as passig mode, exceptio mode, etc. A parameter is based o a sigle primary data type (e.g., short, float, char) or a struct. The parameter attributes available are: iput, output, ad iput/output iput seds a value to the operatio; output ad iput/output retur a iput output iput/ value to the callig operatio output o access o access either seds a value or returs a value to the operatio output returs oly o exceptio special case of o access output which returs a value oly if there is a exceptio caught output returs oly o exceptio output always returs icludig o exceptio iput/output always returs icludig o exceptio iput/output returs oly o exceptio optioal exceptio parameter output always returs icludig o exceptio special case of output which always returs a value icludig whe a exceptio is caught iput/output always returs icludig o exceptio special case of iput/output which always returs a value icludig whe a exceptio is caught iput/output returs oly o exceptio special case of iput/output which oly returs a value icludig whe a exceptio is caught optioal exceptio parameter optioal exceptio parameter that ca be used for error checkig BEA elik Busiess Process Optio User s Guide 3-7

48 3 Specifyig Busiess Service Cotracts Table 3-1 Tree Objects Object Ico Descriptio Struct Elemet A struct is a group of previously defied elemets. To use a struct as a parameter, defie it as a elemet. Structs caot be ested. A elemet is based o a sigle primary data type (e.g., short, float, char) or a struct. A elemet ca be used by itself as a parameter to oe or more operatios, as well as beig a part of oe or more struct types. Refreshig the Cotract Repository Tree View Durig developmet time, the Cotract Repository database may be frequetly updated as objects are added, imported, deleted, or modified (by you or other elik Process Desig Assistat users). You must refresh the Process Desig Assistat i order to see ay chages made after you log o (that is, durig a sessio). To refresh the Cotract Repository, choose File >Refresh from the meu bar. This updates your view of the Cotract Repository database. Note that if the object tree was expaded before you refreshed, it will re-display showig oly the iitial root odes. Whe you re-expad the tree, you will see the updated versio. Toolbar Buttos The Process Desig Assistat Busiess Iterface Widow displays a series of icos, or toolbar buttos, uder the meu bar used to quickly access frequetly used optios. Table 3-2 describes the toolbar buttos. 3-8 BEA elik Busiess Process Optio User s Guide

49 Busiess Iterface Widow Table 3-2 Toolbar Buttos Butto Label Fuctio Logo Logs o to the Process Desig Assistat Busiess Iterface Widow. Logoff Logs off the Process Desig Assistat Busiess Iterface Widow. Import FML Imports FML files. Load Loads previously defied operatios. Add Adds a module, iterface, operatio, struct, or elemet. Delete Deletes a module, iterface, operatio, struct, or elemet. Modify Modifies a module, iterface, operatio, parameter, struct, or elemet. Export Makes the operatio available for testig ad other purposes. BEA elik Busiess Process Optio User s Guide 3-9

50 3 Specifyig Busiess Service Cotracts Table 3-2 Toolbar Buttos Butto Label Fuctio Uexport Makes the operatio uavailable for testig ad other purposes. Test Tests the operatio. Palette Geerates a Palette. Template Geerates a Template. Edit Flow Opes the Busiess Process Widow. The Busiess Process Widow is where you ca desig ad edit a busiess process flow. Keyboard & Meu Shortcuts The followig table shows the keyboard ad meu shortcuts available o the Process Desig Assistat. Actio Log o to the Process Desig Assistat Busiess Iterface Widow. Keyboard Shortcut Ctrl L Meu or Tab Path File >Logo 3-10 BEA elik Busiess Process Optio User s Guide

51 Busiess Iterface Widow Actio Import a FML file ito the Cotract Repository database. Loads a iterface from a text file called a iterface file. For more iformatio o iterface files, see Appedix A, Iterface File (*.IFCE) Referece. Refresh the Process Desig Assistat object tree from the Cotract Repository database. Log off the Process Desig Assistat Busiess Iterface Widow. Exit the Process Desig Assistat Busiess Iterface Widow. Add a module, iterface, elemet, or structure to the selected root tree of kid of object you wat to add. Keyboard Shortcut Ctrl I Ctrl R Ctrl L Noe Ctrl Isert Meu or Tab Path File >Import FML File >Load File >Refresh File >Logoff File >Exit Edit >Add Delete the selected object. Ctrl Delete Edit >Delete Modify the selected object. Ctrl M Edit >Modify Export the selected object. Ctrl E Edit >Export Uexport the selected object. Ctrl E Edit >Uexport Test the selected operatio for ru-time fuctioality. Geerates Palette from the selected iterface. Geerates Template from the selected operatio. Ctrl T Edit >Test Edit >Geerate Palette Edit >Geerate Template BEA elik Busiess Process Optio User s Guide 3-11

52 3 Specifyig Busiess Service Cotracts Actio Opes the Busiess Process Widow which allows you to edit process flows. Keyboard Shortcut Meu or Tab Path Edit >Edit Flow Set default logo values. Ctrl U Settigs >Logo Brig up the olie help F1 Help >Olie Help Pop-up Meus for Tree Objects. I additio to the meus ad toolbar buttos, you ca get a pop-up meu of actios for a selected tree object. To do this, select a item i the tree o the Busiess Iterface Widow ad click the right mouse butto to display the actios. Highlight a actio o the meu ad click the right mouse butto agai to select it. Usage The Process Desig Assistat is a tool that assists elik users i specifyig busiess processes. This sectio explais how to work with the Repository Database usig the Process Desig Assistat. The followig topics are covered: Startig the Process Desig Assistat. Provides istructios for startig the Process Desig Assistat Busiess Iterface Widow. Loggig O to the Process Desig Assistat. Provides istructios for customizig your logo default settigs, the loggig o to the Process Desig Assistat. Importig FML Files. Describes the FML file import as a batch-load process that imports existig FML files ito the Cotract Repository. Durig the load process, duplicate etries are updated i the Cotract Repository usig the ew iformatio provided i the import file. If you pla to load exterally described 3-12 BEA elik Busiess Process Optio User s Guide

53 Usage iterfaces, you must import the FML files that cotai the defiitios for the FML fields used by the iterface. Loadig Exterally Described Iterfaces. Describes how you ca load a iterface from a text file called a iterface file. For more iformatio o iterface files, see Appedix A, Iterface File (*.IFCE) Referece. If you pla to load exterally described iterfaces, you must import the FML files that cotai the defiitios for the FML fields used by the iterface. Creatig New Objects. You ca create modules, iterfaces, operatios, parameters, structs, ad elemets usig the Process Desig Assistat. Modifyig Objects. You ca modify modules, iterfaces, operatios, parameters, structs, ad elemets usig the Process Desig Assistat. Deletig Objects From the Repository. You ca delete modules, iterfaces, operatios, structs, ad elemets usig the Process Desig Assistat. You caot delete objects that are refereced by other objects i the Cotract Repository database. Exportig or Uexportig a Operatio. You ca export or uexport operatios. Export serves as a flag that makes the object available for testig, geeratig palettes ad templates, ad web apps for later use. Testig a Operatio. Describes how you ca test a operatio ad its parameters to esure that all compoets are fuctioig properly before you ca use it further. Loggig Off ad Exitig the Process Desig Assistat Busiess Iterface Widow. Troubleshootig. You are otified of ay error that occurs by a Alert message. The message prompts you for a actio or advises you of the error. Loggig o ad Gettig Started Before startig the Process Desig Assistat, make sure that you have istalled all ecessary software. For details o system requiremets, supported platforms, ad Process Desig Assistat software istallatio, refer to the BEA elik Busiess Process Optio Operatios & Maiteace Guide icluded with your CD-ROM. BEA elik Busiess Process Optio User s Guide 3-13

54 3 Specifyig Busiess Service Cotracts Startig the Process Desig Assistat To start the Process Desig Assistat: 1. Select the BEA elik folder ico from your directory tree. 2. Select the elik Process Desig Assistat ico from the BEA elik folder. The opeig widow i Figure 3-4 displays. (If you would like to create a Widows shortcut, see Help for your versio of Widows.) The BEA elik Busiess Process Optio opeig widow (show i Figure 3-4) appears. Figure 3-4 Process Desig Assistat at Start Up 3-14 BEA elik Busiess Process Optio User s Guide

55 Usage Loggig O to the Process Desig Assistat Before loggig o for the first time, you must set certai logo defaults as this iformatio is ot provided by the logo dialog. If you do t set these optios, you will be uable to log o to the Process Desig Assistat. Settig Logo Optio Defaults Warig: If the JSL ad WSL Port umbers are reversed i error, the server may lock up so check with your System Admiistrator to make sure that you have the correct port umbers to eter i the Logo Settigs Widow. You must set your logo default settigs before loggig o to the Process Desig Assistat. Note: Settig the logo optio defaults eed oly be doe whe a ew elik Busiess Process Optio user logs o to the Process Desig Assistat for the first time, or should the host access iformatio chage. The first three fields i the Logo settigs widow must be set up to provide host iformatio for logos. Optioally, the user ame may be set as well. Figure 3-5 Logo Settigs Widow BEA elik Busiess Process Optio User s Guide 3-15

56 3 Specifyig Busiess Service Cotracts Settig the Logo Default Istructios Loggig O Logo Istructios To set the logo default: 1. Choose Settigs > Logo from the meu bar. 2. The Settigs widow i Figure 3-5 displays. 3. Type the values for Host, JSL Port #, WSL Port #, ad User (30-character limit). The Port # fields must be itegers. If you do ot kow this iformatio, ask your System Admiistrator. 4. To set the values, click OK. Click Cacel to retur to the previous widow. After startig the Process Desig Assistat ad settig the logo defaults (required), follow the directios to log o: 1. Choose File > Logo from the meu bar Or Click o the Logo toolbar butto. 2. The Logo widow show i Figure 3-6 displays with text etry fields. Complete these fields to establish a coectio with the machie offerig the Cotract Repository services. Figure 3-6 Logo Widow 3-16 BEA elik Busiess Process Optio User s Guide

57 Usage 3. Type the password i the Password field, if required by your server cofiguratio. 4. Type the applicatio password (8-character limit) i the Applicatio Password field if required by your server cofiguratio. 5. Click OK. Note: The access iformatio for the host displayed i the Logo widow must be set up as defaults i the Settigs widow. See Settig the Logo Default Istructios. Importig FML Files The FML file import is a process that imports existig FML files ito the Cotract Repository. These FML files are maitaied by your system admiistrator. Note: FML files describig the FML fields that you will be usig i elik (as elemets) must be imported before those fields ca be used i operatios. However, you should import a FML file describig particular FML field defiitios oly oce to avoid overwritig subsequet chages to the operatioal parameters (elemets). You ca import additioal ew files ito the Cotract Repository o a ogoig basis as the eed for ew iterfaces arises. If you are usure as to whether or ot a particular FML field defiitio has bee imported, check the properties of the correspodig elemet by highlightig it i the repository tree. Its properties will appear o the right side of the Busiess Iterface Widow. If a elemet has a o-zero FML field umber, its field defiitio has bee imported. Note: For iformatio o the creatio of the FML files, refer to the BEA TUXEDO Programmer s Guide. Whe you import FML fields, they are imported as elemets. Durig the import, duplicate etries are updated i the Cotract Repository usig the ew iformatio provided i the import file. The Occurrece default is 1. BEA elik Busiess Process Optio User s Guide 3-17

58 3 Specifyig Busiess Service Cotracts To import FML files, use the Import FML file widow (show i Figure 3-8.) The widow has two display areas: Importable Files ad Files for Import. The Importable Files display area cotais existig FML files that curretly reside o your server. You ca select oe or more of the files by usig the arrow keys to move the files betwee the display areas. If you move a file to the Files for Import display area, ad the decide you do ot wat to import it, use the arrow keys to move it back to the Importable Files display listig. Figure 3-7 shows how the import process works. The FML files are imported ito the Cotract Repository database. If you wat to see the objects that you have just imported, you must refresh the tree structure of your GUI by selectig File > Refresh from the meu bar after the import BEA elik Busiess Process Optio User s Guide

59 Usage Figure 3-7 FML Import Procedure BEA elik Busiess Process Optio User s Guide 3-19

60 3 Specifyig Busiess Service Cotracts Figure 3-8 FML File Import Widow FML Import Istructios To use the FML import: 1. Choose File > Import FML32 from the meu bar Or Click o the Import toolbar butto. 2. A widow listig the importable FML files displays. 3. Select the files to import. Use the << or >> buttos to move the files betwee the display areas. Click OK to begi the import process. You ca track the status of the import by referrig to the messages displayed i the lower left-had corer of the iterface. (Or click Cacel if you decide ot to import at this time.) 4. If the import has ot started ad you wish to discotiue this process, press Cacel to retur to the previous widow. Note: You caot cacel a import oce it has started. If you iadvertetly start the import, wait util it has completed the import cycle. If the import stops due to a error, you are otified by the Alert dialog box. For more 3-20 BEA elik Busiess Process Optio User s Guide

61 Usage iformatio o the Alert widow, refer to the Troubleshootig sectio i this chapter. 5. Whe the import is fiished the message i the dialog box prompts you to aswer, Do you wat to refresh ow? To refresh, click OK. If you wat to check for ay problems ecoutered durig the import, select View Log to view the import activity log before refreshig the GUI. If you imported a file that cotaied elemets that you do ot eed, you ca delete them. Refer to Deletig Objects From the Repository sectio i this chapter for iformatio regardig object depedecies. Objects that are depedet o other objects caot be deleted. Loadig Exterally Described Iterfaces As a alterative to iteractively defiig operatios, the groupig them ito iterfaces, you may wish to load text files describig these operatios. Istructios for Loadig Exterally Described Iterfaces To load iterfaces: 1. Choose File > Load Iterface from the meu bar. Or Click o the Load toolbar butto. 2. The Load Iterface file selectio widow displays. 3. Select the iterface file that you wat to load ito the Process Desig Assistat, the click OK. A log box will appear idicatig the load actios. 4. Whe the load completes click to check the Refresh Repository checkbox, the click the OK butto. The ewly loaded iterfaces will appear i the Cotract Repository tree o the left side of the Busiess Iterface Widow. BEA elik Busiess Process Optio User s Guide 3-21

62 3 Specifyig Busiess Service Cotracts Creatig New Objects You ca create ew objects by usig the Add optio from the Edit meu. Whe you populate the Cotract Repository, we suggest that you costruct your objects from the bottom up. Create your elemets first, the structs, operatios, iterfaces, ad fially, modules. Elemets are self-cotaied, but each of the other objects deped o the object prior to it i the Cotract Repository tree (e.g., structs deped o elemets). Follow the istructios i the sectios for: Format Rules for Repository Objects Addig Elemets Addig Structs Addig Operatios Addig Iterfaces Addig Modules Format Rules for Repository Objects Addig Elemets All object ames that you iput must coform to the format rules of C laguage idetifiers. Each idetifier must start with a alphabetic character or a uderscore (e.g., fixed_occurrece). Each idetifier ca iclude alphabetic characters, uderscores, ad umeric characters. You create ew elemets by usig the Add Elemet widow show i Figure BEA elik Busiess Process Optio User s Guide

63 Usage Figure 3-9 Add Elemet Widow Table 3-3 Add Elemet Field Elemet Name Elemet Type Elemet Legth Descriptio Idetifies the ame of the ew elemet. You must eter the ame of the elemet you wish to create. This field caot be left blak or cotai spaces. The ame must ot exceed 32 characters. Idicates the elemet type; either a primary elemet type (char, strig, short, log, float, double, carray) or a struct type. If a elemet is a member of a struct, you caot select a elemet type that is a struct. To select a elemet type, click o the Select butto ext to the Elemet Type field. (For more iformatio, see Selectig a Elemet Type.) Eabled whe a elemet type is strig or carray. You caot edit this field for other types. BEA elik Busiess Process Optio User s Guide 3-23

64 3 Specifyig Busiess Service Cotracts Table 3-3 Add Elemet Field Occurrece Fixed Commets FML Field Name FML Field Number Last Updated OK Cacel Help Descriptio The umber of occurreces of this elemet. If 0, this idicates a ulimited umber of occurreces for the elemet. If the elemet is a istace of a struct type, you must idicate 1 for the occurrece ad it caot be edited. The occurrece must ot exceed 9 characters. The occurrece umber determies the umber of data etry fields i the Test Operatios dialog box. This is the oly effect of this attribute. If the elemet type is struct type, you must idicate its occurrece as 1, ad it must be fixed (if you selected the checkbox). For all other elemet types, if the occurrece is 0, it must ot be fixed (if you did ot select the checkbox). If the occurrece is 1, it must be fixed. Allows etry of oe lie of commet text, without lie breaks. You caot iclude a colo (:) i the commets. Shows the FML field ame. To select the FML field ame, click o the Select butto ext to the field. For more iformatio, see Selectig a FML Field Name. Shows the FML field umber for this FML field. Displays the date ad time of the most recet update ad the ame of the perso who made the update. This area is empty util the elemet is created. Saves your additio. Returs to the previous widow. Accesses olie help. Addig Elemets Istructios To add a elemet: 1. Select Elemets root i the mai directory tree. 2. Choose Edit > Add from the meu bar Or Click o the Add toolbar butto. 3. The Add Elemet widow displays BEA elik Busiess Process Optio User s Guide

65 Usage Selectig a Elemet Type 4. Complete the text etry fields ad click OK to save the ew elemet. Press Cacel to retur to the previous widow. To select a elemet type from the Addig Elemets widow: 1. O the Add Elemet or Modify Elemet widow, click Select ext to the Elemet Type field. This brigs up the Select Elemet Type widow as show i Figure Figure 3-10 Select Elemet Type Widow Selectig a FML Field Name 2. Use the scroll bar to view the available elemet types. 3. Select a elemet type ad click OK to save your choice ad retur to the Add Elemet or Modify Elemet widow. (Or click Cacel to close the widow without savig your chages.) To select a FML field ame: BEA elik Busiess Process Optio User s Guide 3-25

66 3 Specifyig Busiess Service Cotracts 1. O the Add Elemet or Modify Elemet widow, click Select ext to the FML Field Name field. This brigs up the Select FML Field widow as show i Figure Figure 3-11 Select FML Field Widow Addig Structs 2. Review the list of available FML Field Names ad select a field ame from the list. 3. Click OK to save your chages. (Or click Cacel to close the widow without savig your chages.) Structs (also referred to as structures ) comprise a group of available elemet members. A struct caot be ested withi a struct. Each member has a ame, type, ad legth iformatio. Use the << or >> keys to move members betwee curret ad 3-26 BEA elik Busiess Process Optio User s Guide

67 Usage available status. Whe a member ame is moved, all of the iformatio accompayig the member is moved. See Format Rules for Repository Objects for iformatio about object amig covetios. Figure 3-12 Add Struct Widow Table 3-4 Add Struct Field Struct Name Curret Members Available Members Arrow keys (<< or >>) Last Updated OK Descriptio Idetifies the ame of the struct. You must eter the ame of the struct you wish to create that is uique ad does ot exceed more tha 31 characters. Lists the curret member ames for the struct. The display area is blak for all ew structs. Lists available member ames for the struct. Moves selected item betwee Curret Members ad Available Members. Displays the date ad time of the most recet update ad the ame of the perso who made the update. This area is empty util the struct is created. Saves your additio. BEA elik Busiess Process Optio User s Guide 3-27

68 3 Specifyig Busiess Service Cotracts Table 3-4 Add Struct Field Cacel Help Descriptio Returs to the previous widow. Accesses olie help. Addig Structs Istructios To add a struct: 1. Select Structs i the mai directory tree. 2. Choose Edit > Add from the meu bar Or Addig Operatios Click o the Add toolbar butto. 3. The Add Struct widow i Figure 3-12 displays. 4. Complete the text etry fields ad click OK to save the ew struct. Press Cacel to retur to the previous widow. To add operatios, the list of available parameters (based o previously defied elemets) is displayed o the right scrollable list. Type the operatio ame i the text etry field, select the parameters, ad eter the ATMI server implemetatio iformatio. See Format Rules for Repository Objects for iformatio about object amig covetios. The Edit butto is used to chage a parameter's passig mode ad madatory attributes after it has bee moved from the available list. See Modifyig Parameters for additioal iformatio. The default fields are show below. Field Passig Mode Madatory Default i Yes 3-28 BEA elik Busiess Process Optio User s Guide

69 Usage Field Display Name Default Parameter ame Figure 3-13 Add Operatio Widow Table 3-5 Add Operatio Field Operatio Name Descriptio Idetifies the ame of the operatio. You must eter the ame of the operatio you wish to create. This field caot be left blak or cotai spaces. The ame must ot exceed 32 characters. BEA elik Busiess Process Optio User s Guide 3-29

70 3 Specifyig Busiess Service Cotracts Table 3-5 Add Operatio Field Curret Parameters Available Parameters Arrow keys (<< or >>) Edit ATMI Service Name Iput Buffer Type ad Output Buffer Type Exported Retur Exceptio Last Updated OK Cacel Help Descriptio Lists the curret parameter ames for the operatio. If the Curret Parameters list cotais a parameter that is a struct type, it is ot allowed to have aother parameter that is a member of the struct type parameter. I additio, if the Curret Parameters list cotais a basic parameter, it is ot allowed to have aother struct type parameter that cotais a member of the basic parameter. Lists available parameter ames for the operatio. Moves selected item betwee Curret Parameters ad Available Parameters. Eables editig of a selected curret parameter. This optio is disabled if you have ot selected a curret parameter. Whe you select a curret parameter ad click Edit, you get the Edit Parameter widow, which fuctios exactly the same as the Modify Parameter widow. For iformatio about how to edit the parameter, see Modifyig Parameters. Idetifies the ATMI service that implemets the operatio. It is the ame used withi the elik eviromet to coect to busiess services either offered by or called by elik adapters. The ATMI Service Name must ot be left blak ad must obey the ATMI service amig covetios. FML32 a type i which each field carries its ow defiitio. NONE placeholder idicatig that o iput or output is required. Exported operatios are made available for testig, geeratig palettes ad templates, ad web apps for use i ru time. Select the checkbox to export the operatio. If you do ot select the checkbox, the operatio remais uexported. Eabled if exceptios are retured. Displays the date ad time of the most recet update ad the ame of the perso who made the update. This area is empty util the operatio is created. Saves additio. Returs to the previous widow. Accesses olie help BEA elik Busiess Process Optio User s Guide

71 Usage Addig Operatios Istructios To add a operatio: 1. Select Operatio i the mai directory tree. 2. Choose Edit > Add from the meu bar Or Addig Iterfaces Click o the Add toolbar butto. 3. The Add Operatio widow i Figure 3-13 displays. 4. Complete the text etry fields ad click OK to save the ew operatio. Press Cacel to retur to the previous widow. You ca create a iterface by accessig the Add Iterface widow. The available operatios are displayed o the right ad the curret operatios are displayed o the left. Use the arrow buttos to move operatios i or out of the iterfaces. See Format Rules for Repository Objects for iformatio about object amig covetios. Figure 3-14 Add Iterface Widow BEA elik Busiess Process Optio User s Guide 3-31

72 3 Specifyig Busiess Service Cotracts Table 3-6 Add Iterface Field Iterface Name Curret Operatios Available Operatios Arrow keys (<< or >>) Last Updated OK Cacel Help Descriptio Idetifies the ame of the iterface. You must eter the ame of the iterface you wish to create. This field caot be left blak or cotai spaces. The ame must ot exceed 32 characters. Lists the curret operatio ames for the iterface. The display area is blak for all ew operatios. The Curret Operatios list ca remai empty. Lists available operatio ames for the iterface. Moves selected item betwee Curret Operatios ad Available Operatios. Displays the date ad time of the most recet update ad the ame of the perso who made the update. This area is empty util the iterface is created. Saves your additio. Returs to the previous widow. Accesses olie help. Addig Iterface Istructios To add a iterface: 1. Select the root of the iterface tree. 2. Choose Edit >Add from the meu bar Or Click o the Add toolbar butto. 3. The Add Iterface widow i Figure 3-14 displays. 4. Complete the text etry fields ad click OK to save the ew iterface. Press Cacel to retur to the previous widow BEA elik Busiess Process Optio User s Guide

73 Usage Addig Modules Figure 3-15 shows the Add Module widow. To create a module, select the root of the module tree, choose Edit >Add from the meu bar to display the Add Module dialog box, ad type the ame i the Module Name text etry field. Select the module s curret iterfaces by movig items from the Available Iterfaces display area to the Curret Iterfaces display area. See Format Rules for Repository Objects for iformatio about object amig covetios. Figure 3-15 Add Module Widow Table 3-7 Add Module Field Module Name Curret Iterfaces Available Iterfaces Descriptio Idetifies the ame of the module. You must eter the ame of the module you wish to create. This field caot be left blak or cotai spaces. The ame must ot exceed 32 characters. Lists the curret iterface ames for the module. The display area is blak for all ew modules. The Curret Iterfaces list ca remai empty. Lists available iterface ames for the module. BEA elik Busiess Process Optio User s Guide 3-33

74 3 Specifyig Busiess Service Cotracts Table 3-7 Add Module Field Arrow keys (<< or >>) Last Updated OK Cacel Help Descriptio Moves selected item betwee Curret Iterfaces ad Available Iterfaces. Displays the date ad time of the most recet update ad the ame of the perso who made the update. This area is empty util you create a module. Saves your additio. Returs to the previous widow. Accesses olie help. Addig Modules Istructios To add a module: 1. Select the root of the Module tree i the mai directory tree. 2. Choose Edit >Add from the meu bar Or Click o the Add toolbar butto. 3. The Add Modules widow i Figure 3-15 displays. 4. Complete the text etry fields ad click OK to save the ew module. Press Cacel to retur to the previous widow. Modifyig Objects You ca modify objects at ay time. You may choose to modify a object to icorporate a ame chage or ay other chage to the object. This sectio describes: Modifyig Elemets Modifyig Structs Modifyig Parameters 3-34 BEA elik Busiess Process Optio User s Guide

75 Usage Modifyig Operatios Modifyig Iterfaces Modifyig Modules Modifyig Elemets You ca modify a elemet at ay time, icludig whe you are creatig ew modules or after testig a operatio. The Modify Elemet widow i Figure 3-17 is used to modify elemets. A elemet may be altered to icorporate occurreces, disable or eable the fixed-field legth, add commets, ad chage server implemetatio iformatio. See Addig Elemets for a descriptio of the elemet widow. Note: The elemet legth ca be altered oly if the elemet type is strig or carray. Figure 3-16 Elemet Selectio Widow BEA elik Busiess Process Optio User s Guide 3-35

76 3 Specifyig Busiess Service Cotracts Modifyig Elemets Istructios To modify a elemet: 1. Select the elemet to modify. 2. Choose Edit > Modify from the meu bar Or Click o the Modify toolbar butto. 3. The Modify Elemet widow show i Figure 3-17 displays. Figure 3-17 Modify Elemet Widow 4. Make the chages to the elemet. 5. Click OK to activate the chages ad close the widow. (Or click Cacel to close the widow without savig your chages.) 3-36 BEA elik Busiess Process Optio User s Guide

77 Usage Modifyig Structs You ca modify a struct from the Struct mai widow show i Figure To modify a struct, the curret elemets display i the left widow ad the available elemets display i the right widow as show i Figure The arrow buttos i the middle ca be used to move elemets i or out of the struct. See Addig Structs for a descriptio of the struct widow. Figure 3-18 struct Selectio Widow Modifyig Structs Istructios To modify a struct: 1. Select the struct to modify. 2. Choose Edit > Modify from the meu bar BEA elik Busiess Process Optio User s Guide 3-37

78 3 Specifyig Busiess Service Cotracts Or Click o the Modify toolbar butto. 3. The Modify Struct widow show i Figure 3-19 displays. Figure 3-19 Modify Struct Widow Modifyig Parameters 4. Type the ew struct ame or move the members. 5. Click OK to activate the chages ad close the widow. (Or click Cacel to close the widow without savig your chages.) You ca modify a parameter from the Busiess Iterface Widow (by selectig it i the tree ad clickig Modify as show i Figure 3-20). Note: You ca also modify a parameter as a part of addig or modifyig operatios. Whe you select a curret parameter i the Add Operatio or Modify Operatio widow ad click Edit, you get the Edit Parameter widow, which fuctios i the exact same way as the Modify Parameter widow. (See Addig Operatios or Modifyig Parameters.) 3-38 BEA elik Busiess Process Optio User s Guide

79 Usage For complete istructios see Modifyig Parameter Istructios. (The Modify Parameter widow is show i Figure 3-21.) A parameter may be modified to eable or disable the retur value, or chage the passig mode by selectig IN, IN/OUT, OUT, or NO ACCESS. I additio, the ATMI server iformatio ca be modified to reflect a display ame chage, a chage i the exceptio mode retur status, ad eable or disable the madatory status. Figure 3-20 Parameter Selectio Widow Modifyig Parameter Istructios To modify a parameter from the Busiess Iterface Widow: 1. Select the parameter to modify. 2. Choose Edit > Modify from the meu bar Or Click o the Modify toolbar butto. BEA elik Busiess Process Optio User s Guide 3-39

80 3 Specifyig Busiess Service Cotracts This brigs up the Modify Parameter widow show i Figure Figure 3-21 Modify Parameter Widow Table 3-8 Modifyig Parameters 3. Fill i the fields as described i the followig table. Field Parameter Name Occurrece Type Retur Value Descriptio Idicates the same ame of the elemet ame used to create the parameter. To modify the parameter ame, modify the elemet ame first. Idicates the umber of occurreces of this elemet. If 0, the elemet ca have a ulimited umber of occurreces. The oly way to modify the parameter occurrece is to modify the elemet occurrece. The occurrece umber determies the umber of data etry fields i the Test Operatios dialog box. This is the oly effect of this attribute. Type of elemet; either a primary elemet type FML (char, strig, short, log, float, double, carray) or VIEW (it, short, log, char, float double, strig carray) or a struct type. To modify the parameter type, modify the elemet type first. Select the checkbox if the elemet is used as a retur value. Oly oe parameter from the Curret Parameters list of a operatio ca have a retur value BEA elik Busiess Process Optio User s Guide

81 Usage Table 3-8 Modifyig Parameters Field Passig Mode Display Name Exceptio Mode Madatory Descriptio Idicate the directio of movemet for the data: i out i/out oaccess You ca have oly oe parameter from the Curret Parameters list for a operatio that is listed as the retur value. The passig mode of this parameter must be out. Type a 32 character parameter ame. This ame must be uique withi oe operatio. For out or i/out parameters, this mode idicates how the parameter is retured o exceptios. Eabled oly for out ad i/out passig modes whe retur exceptio is eabled for the operatio. Idicates if the parameter is required or optioal. A occurrece of 1 is madatory (if you selected the checkbox). A occurrece of 0 is ot madatory (if you did ot select the checkbox). 4. Make chages to the Retur Value, Passig Mode, or Display Name. 5. Click OK to activate the chages ad close the widow. Whe the chages have bee made to the module, the update status chages to reflect the most recet modificatio. (Or click Cacel to close the widow without savig your chages.) Modifyig Operatios You ca modify a operatio by selectig a operatio from the repository tree as show i Figure See Addig Operatios for a descriptio of the operatio widow. Note: You ca modify the compoets of a exported operatio. You do ot have to uexport the operatio i order to modify its compoets. If you modify a exported operatio, it does ot automatically chage to uexported status. A modified exported operatio remais exported util you uexport it with the uexport toolbar butto or meu optio. BEA elik Busiess Process Optio User s Guide 3-41

82 3 Specifyig Busiess Service Cotracts Figure 3-22 Operatio Selectio Widow Modifyig Operatios Istructios To modify a operatio: 1. Select the operatio to modify. 2. Choose Edit > Modify from the meu bar Or Click o the Modify toolbar butto. 3. The Modify Operatio widow i Figure 3-23 displays BEA elik Busiess Process Optio User s Guide

83 Usage Figure 3-23 Modify Operatio Widows Modifyig Iterfaces 4. Type the ew operatio ame, move the parameters, edit parameters, or modify the Server Implemetatio details. 5. Click OK to activate the chages ad close the widow. (Or click Cacel to close the widow without savig your chages.) You ca make chages to a iterface by selectig the iterface from the directory tree show i Figure See Addig Operatios for a descriptio of the iterface widow. BEA elik Busiess Process Optio User s Guide 3-43

84 3 Specifyig Busiess Service Cotracts Figure 3-24 Iterface Selectio Widow Modifyig Iterfaces Istructios To modify a iterface: 1. Select the iterface to modify. 2. Choose Edit > Modify from the meu bar Or Click o the Modify toolbar butto. 3. The Modify Iterface widow i Figure 3-25 displays BEA elik Busiess Process Optio User s Guide

85 Usage Figure 3-25 Modify Iterface Widow Modifyig Modules 4. Use the << or >> keys to move the operatios. 5. Click OK to make the chages. Whe the chages have bee made to the module, the update status chages to reflect the most recet modificatio. (Or click Cacel to close the widow without savig your chages.) Modify a module by selectig the object from the directory tree show i Figure See Addig Operatios for a descriptio of the module widow. BEA elik Busiess Process Optio User s Guide 3-45

86 3 Specifyig Busiess Service Cotracts Figure 3-26 Modules Selectio Widow Modifyig Modules Istructios To modify a module: 1. Select the module to modify. 2. Choose Edit > Modify from the meu bar Or Click o the Modify toolbar butto. 3. The Modify Module widow i Figure 3-27 displays BEA elik Busiess Process Optio User s Guide

87 Usage Figure 3-27 Modify Module Widow 4. Use << or >> keys to move the iterfaces betwee the Curret Iterfaces ad Available Iterfaces display lists. 5. Click OK to make the chages. Whe the chages have bee made to the module, the update status chages to reflect the most recet modificatio. (Or click Cacel to close the widow without savig your chages.) BEA elik Busiess Process Optio User s Guide 3-47

88 3 Specifyig Busiess Service Cotracts Deletig Objects From the Repository This sectio details the ecessary steps to delete a object. You ca delete a module, iterface, operatio, parameter, struct, or elemet. After deletio, the object is goe. There is o recycle bi i the Cotract Repository, so if you iadvertetly delete a object you must create a ew oe to replace it. You caot automatically delete a object that is depedet o (or used by) aother object. If you attempt to delete a object that is i use i the Cotract Repository, you receive a Alert message. The Alert message shows where the object is beig used. Whe you click OK, the Alert widow closes. So, before you close the Alert widow, you may wat to ote where the object is beig used. You caot delete the object util you remove the depedecy. A module is the oly object that does ot have ay depedecies. Deletig Istructios To delete a object: 1. Select the object to be deleted from the Busiess Iterface Widow. 2. Choose Edit > Delete from the meu bar Or Click o the Delete toolbar butto. 3. To cofirm that you wat to delete the object, the dialog box, Do you really wat to delete <ame of the object>? displays. Figure 3-28 Delete Module Widow 3-48 BEA elik Busiess Process Optio User s Guide

89 Usage 4. Click OK to delete. Click Cacel to retur to the previous widow. 5. If there is a depedecy, the Alert widow displays. If you still wat to delete the object, refer to the Alert widow show i Figure 3-29 for the depedecies. Figure 3-29 Alert Widow with Depedecy Iformatio 6. I this example, the object, ADDRESS elemet, caot be deleted because it is refereced by (or is depeded upo by) the OPEN_ACCT operatio. If you wish to delete the object, you must remove the depedecy by modifyig the OPEN_ACCT operatio. I this case, you would eed to remove the ADDRESS elemet from OPEN_ACCT before proceedig with the delete. If you have to remove a parameter, modify the operatio ad delete it usig the Modify Operatio widow. For additioal iformatio, refer to the Modifyig Objects sectio i this chapter. BEA elik Busiess Process Optio User s Guide 3-49

90 3 Specifyig Busiess Service Cotracts Exportig or Uexportig a Operatio Oce you have completed buildig a operatio, you are ready to test it. Before you ca test a operatio, you must export it. Export serves as a flag that makes it available for testig, geeratig palettes ad templates, ad web or Widows applicatios for use i ru time. By default, the operatio is always uexported as show i Figure You have the optio to export or uexport all operatios withi the iterface at oe time. You do ot have to make all operatios available to the cliet at the same time, eve if your iterface cotais several operatios. Figure 3-30 Widow with Uexported Operatio 3-50 BEA elik Busiess Process Optio User s Guide

91 Usage Export Istructios To export: 1. Select a iterface or operatio from the Busiess Iterface Widow. If you select a iterface, all of the operatios i the iterface will be exported. 2. Choose Edit > Export from the meu bar Or Click o the Export toolbar butto. 3. The Exported checkbox is checked to idicate that the operatio has bee exported as show i Figure Figure 3-31 Widow with Exported Operatio BEA elik Busiess Process Optio User s Guide 3-51

92 3 Specifyig Busiess Service Cotracts Uexport Istructios To uexport a operatio: 1. Select a iterface or operatio from the Busiess Iterface Widow. If you select a iterface, all operatios i the iterface will be uexported. 2. Choose Edit > Uexport from the meu bar Or Click o the Uexport toolbar butto. 3. The Exported checkbox is uchecked to idicate that the operatio has bee uexported as show i Figure BEA elik Busiess Process Optio User s Guide

93 Usage Testig a Operatio You ca test a operatio ad its parameters to esure that all compoets are fuctioig properly before you ca use the operatio further. Oce a operatio is exported you ca test it. If the test fails ad editig is required to fix the operatio, you do ot have to uexport the operatio prior to editig. The operatio test widow allows you to test previously defied operatios to verify their fuctio agaist the service implemetatio. The widow cotets are based o the umber ad type of parameters the operatio expects. If a operatio has multiple parameters ad caot be viewed o oe scree, a scrollbar displays to avigate through the parameters. Figure 3-32 Test Operatio Widow Table 3-9 Test Operatio Field Operatio ATMI Service Iput Buffer ad Output Buffer Descriptio The ame of operatio that you selected to be tested. The ame of the associated ATMI service. Oly FML32 buffer types are supported. FML32 a type i which each field carries its ow defiitio. NONE placeholder idicatig that o iput or output is required. BEA elik Busiess Process Optio User s Guide 3-53

94 3 Specifyig Busiess Service Cotracts Table 3-9 Test Operatio Field Parameter text fields OK Clear Cacel Descriptio The parameter iformatio text etry field. The fields that display i the test widow are depedet o the operatio you are testig. Based o the passig mode, these fields are writable or read-oly. Fields are disabled if read-oly. Rus the operatio. Clears all fields ad resets the scrollbar to the top (if a scrollbar is preset). Exits the widow. Guidelies for Iputtig Data Do ot leave madatory iput parameters blak. Do ot leave madatory i/out parameters blak. If the parameter fields are fixed, all occurrece fields must be filled i. You ca leave all or some of the occurrece fields blak if the parameter field is ot fixed. Test Operatio Istructios To test a operatio: 1. Select the operatio to test. 2. Choose Edit > Test from the meu bar Or Click o the Test toolbar butto. 3. Iput data i the Operatio test widow parameter text field. 4. Click OK. The message, Test Complete, displays if the test passes. If the test fails, a message displays i the Alert widow. Follow the istructios below if editig is required to pass the test BEA elik Busiess Process Optio User s Guide

95 Usage a. Retur to the Busiess Iterface Widow ad select the operatio, parameter, struct or elemet that requires editig. b. Choose Edit >Modify from the meu bar. Loggig Off ad Exitig Log off the Process Desig Assistat before exitig it. The Logoff optio is oly eabled after logo. Figure 3-33 Exit Prompt Logoff/Exit Istructios To log off ad exit: 1. To log off the Process Desig Assistat, choose File > Logoff from the meu bar Or Click o the Logoff toolbar butto. 2. The opeig Process Desig Assistat widow displays. 3. To exit the Process Desig Assistat, choose File > Exit from the meu bar. 4. The prompt, Do you really wat to quit? displays i the dialog box show i Figure Click OK to exit or Cacel to retur to the Process Desig Assistat opeig widow. BEA elik Busiess Process Optio User s Guide 3-55

96 3 Specifyig Busiess Service Cotracts Troubleshootig You are alerted through a alert widow of ay error that occurs while ruig the applicatio. You will receive a alert message if the system is uable to: Coect to the server Read the Cotract Repository Uderstad the data received from the Cotract Repository Write to disk Validate iformatio that you etered The message i Figure 3-34 is a alert about a object depedecy. Figure 3-34 Alert Widow Alert Widow Istructios Whe the Alert widow displays: 1. Read the message ad follow the suggestios for a possible solutio. 2. Click Abort upo completio of readig the message to remove the widow BEA elik Busiess Process Optio User s Guide

97 Process Desig Assistat ad ATMI Mappigs Process Desig Assistat ad ATMI Mappigs Table 3-10 Mappigs Betwee Cotract Repository ad ATMI Cotract Repository ATMI module iterface operatio structure exceptio parameter parameter (retur value) madatory occurrece maximum occurrece elemet service Group of FML fields TPFAIL with retur buffer FIELD i buffer FIELD i buffer FIELDs i buffer FIELDs i buffer FIELD defiitio i FML field table BEA elik Busiess Process Optio User s Guide 3-57

98 3 Specifyig Busiess Service Cotracts 3-58 BEA elik Busiess Process Optio User s Guide

99 CHAPTER 4 Desigig Busiess Processes Overview This chapter discusses the desigig of process flows usig the Process Desig Assistat. The followig topics are covered i this chapter: Overview How It Works Usage Usig the Busiess Process Widow Workig with Process Defiitios Workig with Tasks Specifyig attributes How It Works The Process Desig Assistat Busiess Iterface Widow is a elik cliet/server applicatio. Cotracts are specified i the Busiess Iterface Widow (cliet) ad stored i the Cotract Repository database (server). For more iformatio o BEA elik Busiess Process Optio User s Guide 4-1

100 4 Desigig Busiess Processes specifyig cotracts, see Chapter 3, Specifyig Busiess Service Cotracts. Palettes ad templates are the geerated from these cotracts ad appear i the Busiess Process Widow. The Busiess Process Widow is the subject of this chapter. Operatios are coverted ito tasks durig these palette ad template geeratio processes. Operatios are oly defiitios of iputs ad outputs. Tasks are more tha a defiitio of iputs ad outputs. They have other properties ad attributes that allow them to be executed by the Busiess Process Egie at rutime. (These properties ad attributes will be discussed i Chapter 5, Makig elik Processes Work. ) These geerated tasks are sequeced with depedecies usig the tools withi the Busiess Process Widow. The sequeced tasks make up a process flow. Let us itroduce the cocept of palettes ad templates with a aalogy. A palette has a similar fuctio to a paiter s palette. Just as a paiter fills his palette with the appropriate colors for his paitig, we fill our palette with the appropriate tasks for our process flow. A template is like a paiter s cavas. Just as he will size ad shape the cavas to fit the paitig, we must specify certai characteristics of the template we will use for a particular process flow. Oce we have doe this, we are ready to pait our process flow by copyig tasks from our palette to our template. Fially, as a paiter might choose to fiish his paitig by creatig just the right frame for it, we too have fiishig steps for our process flow. These are discussed i Chapter 5, Makig elik Processes Work. Usage This sectio provides istructios for geeratig palettes ad templates from cotracts ad formig the tasks created from those cotracts ito process flows. Geeratig a Palette Oce you have completed buildig a iterface i the Process Desig Assistat Busiess Iterface Widow, have exported ad the tested all of the operatios it cotais, you are ready to geerate a palette from it. Geerated palettes appear i desig pads where the tasks they cotai ca be used to form process flows. 4-2 BEA elik Busiess Process Optio User s Guide

101 Usage Istructios for Geeratig a Palette To geerate a palette from a iterface: 1. Select a iterface from the Busiess Iterface Widow. Figure 4-1 Busiess Iterface Widow with Iterface Selected All of the operatios cotaied i the selected iterface will be available (ad appear o the palette) for use i formig process flows. For example, if you geerate a palette from the SimpleOps iterface (selected i Figure 4-1), the operatios it cotais will appear as tasks o the palette. 2. Choose Edit > Geerate Palette from the meu bar Or Click o the Palette butto. The Palette Geeratio Results dialog appears, ad a log of the palette geeratio actios displays i the dialog box. BEA elik Busiess Process Optio User s Guide 4-3

102 4 Desigig Busiess Processes Geeratig a Template Oce you have geerated a palette cotaiig the tasks that you wat to use i your process flow, you must geerate a template from a operatio i the Busiess Iterface Widow. This template will be the cotaier for your process flow. Istructios for Geeratig a Template To geerate a template: 1. Select a exported ad tested operatio from the Busiess Iterface Widow. Figure 4-2 Busiess Iterface Widow with Operatio Selected 2. Choose Edit > Geerate Template from the meu bar Or Click o the Template butto. 4-4 BEA elik Busiess Process Optio User s Guide

103 Usage The Template Geeratio Results dialog appears, ad a log of the template geeratio actios displays i the dialog box. Opeig the Busiess Process Widow Oce you have geerated a palette ad a template, you must ope the Busiess Process Widow so you ca form your process flow. Figure 4-3 Mai Widow with Edit Flow butto Istructios for Opeig the Busiess Process Widow To ope the Busiess Process widow: 1. Choose Edit > Edit Flow from the Busiess Iterface Widow meu bar Or Click o the Edit Flow butto. BEA elik Busiess Process Optio User s Guide 4-5

104 4 Desigig Busiess Processes The Logi Cofirmatio Dialog Box appears, show i Figure 4-4. Figure 4-4 Logi Cofirmatio dialog box Cofirmig Logi to the Busiess Process Database Whe the Busiess Process Widow opes, you must cofirm your logi to the Busiess Process Database. The Logi Cofirmatio Dialog Box will be filled i based o the Busiess Iterface Widow logi. Click Logi to cofirm. Usig the Busiess Process Widow After the logi is cofirmed, the logi dialog box closes ad the Busiess Process Widow appears. The toolbar provides meu shortcuts. Every butto o the toolbar has a correspodig meu optio. The buttos o the left side of the tool bar provide access to Busiess Process Widow applicatios. The status bar at the bottom of the Busiess Process Widow displays system messages ad abbreviated help text. 4-6 BEA elik Busiess Process Optio User s Guide

105 Usage Table 4-1 shows the buttos that are o the toolbar as you work i the Busiess Process Widow. Table 4-1 Desig Pad toolbar buttos Butto Actio Create a ew process defiitio.* Ope a existig process defiitio. Chage displayed attributes for a task. Select or move a task or depedecy. Create a ew task.* Create a ew depedecy betwee tasks. Ope the Task User Iterface Desiger.** BEA elik Busiess Process Optio User s Guide 4-7

106 4 Desigig Busiess Processes Note: *Tasks ad processes must be created as part of the palette ad template geeratio processes to be fuctioal i elik. The Busiess Iterface Widow provides the meas for geeratig these palettes ad templates. You ca create ew tasks ad processes with these buttos, but they caot be used i elik. **The Task User Iterface Desiger is ot used i elik. Usig the Busiess Process Widow This sectio explais how to use ad avigate the Busiess Process Widow. The Busiess Process Widow is used for maipulatig processes ad the tasks that comprise them. You ca modify a existig process defiitio or modify a active process usig the Busiess Process Widow. Gettig started with the Busiess Process Widow To use the Busiess Process Widow, you must ope a existig process defiitio. The process defiitio opes o a Desig Pad. The Desig Pad widow cosists of the hierarchy pae o the left, ad the task pae o the right, as show i Figure BEA elik Busiess Process Optio User s Guide

107 Usig the Busiess Process Widow Figure 4-5 Desig Pad widow The hierarchy pae displays the structure of the process as a whole. Whe you select a task i the hierarchy pae, its Child tasks (if ay) appear i the task pae. If a task has a subtask, a bracketig ico appears i the hierarchy pae, show i Figure 4-6. Figure 4-6 Ico i hierarchy pae idicatig subtasks If a task has a subtask, a blue triagle ico appears i the task pae ext to the task ame, show i Figure 4-7. BEA elik Busiess Process Optio User s Guide 4-9

108 4 Desigig Busiess Processes Figure 4-7 Ico i task pae idicatig subtasks Figure 4-8 shows the buttos that appear o the Busiess Process widow toolbar ad what those that are used by elik do. Figure 4-8 Buttos o the Process Desiger toolbar The remaider of this chapter explais how to work with the Busiess Process Widow ad its sub-widows oce the Busiess Process Widow is ope. Refreshig the Desig Pad display Occasioally, the Desig Pad does ot show your most recet chage clearly. If this occurs, you ca refresh the display BEA elik Busiess Process Optio User s Guide

109 Usig the Busiess Process Widow Istructios for Refreshig the Desig Pad To refresh the Desig Pad: Press the F5 key, or choose Widow > Refresh. Pritig from the Desig Pad You ca prit the cotets of the hierarchy ad task paes. The first page of the pritout shows the cotets of the hierarchy pae. The pritout icludes oly visible (expaded) tasks; for example, the root task ad its immediate childre. The secod page shows the graphical represetatio of the tasks i the task pae. The prit out icludes all tasks i the task pae, eve if some of the tasks are ot curretly visible (that is, they are scrolled off scree). I the pritout, task icos are represeted by boxes. Task ames ad attributes are displayed above ad below each ico box, just like i the task pae. Depedecy arrows are also show. The task layout is prited o multiple pages if it does ot fit o a sigle page. The pages are orgaized from left to right ad top to bottom. Istructios for Pritig the Desig Pad Display To prit the Desig Pad display: Choose File > Prit. Processes are automatically saved You ca ow proceed with other activities immediately because chages i the Busiess Process Widow are saved as you make them. There is o eed to explicitly save your work. This esures that the structural elemets of the process are always up-to-date i the database, ad that attribute settigs are correct. If you have more desig work to do, keep the Busiess Process Widow ope. Otherwise, you ca close the Busiess Process Widow. BEA elik Busiess Process Optio User s Guide 4-11

110 4 Desigig Busiess Processes Istructios for Closig the Busiess Process Widow To close the Busiess Process Widow: Click the i the top left corer of the process map widow. Defiig ad chagig process structure Most desig activity ivolvig the process structure takes place withi the task pae of the Desig Pad. Use your mouse to perform the followig desig ad layout operatios: Add depedecies Select ad move tasks You ca also copy tasks, ad delete tasks ad depedecies. You ca switch betwee layout operatios, ad jump temporarily from oe operatio to aother. Table 4-2 shows a summary of the desig ad layout operatios. Table 4-2 Summary of Desig Pad operatios To... First... The... Select a task Move a task Copy a task Choose Edit > Select ad Move Choose Edit > Select ad Move Choose Edit > Select ad Move Click left o the task. Press ad hold the left mouse butto ad drag task to ew locatio. To move a task while you are i aother layout mode, press ad hold the Ctrl key ad click right. Select task, the choose Edit > Copy. Select ew paret task ad choose Edit > Paste BEA elik Busiess Process Optio User s Guide

111 Usig the Busiess Process Widow Table 4-2 Summary of Desig Pad operatios (Cotiued) To... First... The... Add a depedecy Choose Edit > Create Depedecies Click left o precedet task, drag to depedet task, ad release. To move a task while you are i aother layout mode, press ad hold the Ctrl ad Shift keys ad click right. Delete a task or depedecy Choose Edit > Select ad Move Select task or depedecy ad press the Delete key. Add a PerformCoditio Choose Edit > Select ad Move Select task, the choose View > Properties. Select the Perform Coditio attribute s value ad click the butto. Add a IterateCoditio Delete a PerformCoditio Delete a IterateCoditio Choose Edit > Select ad Move Choose Edit > Select ad Move Choose Edit > Select ad Move Select task, the choose View > Properties. Select the Iterate Coditio attribute s value ad click the butto. Select the task, the choose View > Properties. Delete cotets of PerformCoditio attribute. Select the task, the choose View > Properties. Delete cotets of IterateCoditio attribute. The sectio Workig with Tasks describes i detail each task operatio you ca perform i the Desig Pad. Navigatig the process structure To keep the display maageable, the Desig Pad shows oly selected parts of the process structure. Whe you select a task i the hierarchy pae, oly its immediate subtasks display i the task pae. You ca avigate the process structure from the hierarchy pae, the task pae, or a combiatio of both. From the hierarchy pae, you ca avigate the process structure ad show ad hide differet parts of the process. From the task pae, you ca go oly to the ext lower level of the process. BEA elik Busiess Process Optio User s Guide 4-13

112 4 Desigig Busiess Processes Istructios for Navigatig from the Hierarchy Pae To avigate from the hierarchy pae: 1. I the hierarchy pae, select the task whose subtasks you wat to see. The subtasks appear i the task pae, show i Figure 4-9. If the task has o subtasks, othig is displayed i the task pae. Figure 4-9 A task with a subtask i the task pae 2. To view the task s subtasks i the hierarchy pae as well as the task pae, double-click the task ame or select the task ad choose View > Expad. The ico ext to the task ame chages to idicatig that the task is expaded. Figure 4-10 shows a example of a expaded hierarchy pae. Whe you expad ay task (icludig the Root Task) i the hierarchy pae, its subtasks are displayed i the task pae. Figure 4-10 A task with a subtask i the hierarchy pae 4-14 BEA elik Busiess Process Optio User s Guide

113 Usig the Busiess Process Widow Istructios for Hidig a Task s Childre i the Hierarchy Pae To hide a task s childre i the hierarchy pae: Double-click the task ame, or select the task ad choose View > Collapse. The ico ext to the task ame chages back to the stadard ico. Note: Collapsig a task i the hierarchy pae ofte has o effect o the task pae. For example, if you collapse the PSVC_IsideWire task i Figure 4-10, the task pae is uchaged. However, if you collapse a task several levels above that task (for example, the T1 task), the task pae displays the subtasks of that ewly selected task. Istructios for Navigatig from the Task Pae To avigate from the task pae: 1. Choose Edit > Select ad Move, or click the Select ad Move butto o the toolbar. 2. Double-click the task s ico to display its subtasks. The task you double-clicked is outlied i the hierarchy pae ad its child tasks are displayed i the task pae. Figure 4-11 shows a example of avigatig i the task pae. Figure 4-11 Navigatig i the task pae Istructios for Navigatig from the Property Sheet To avigate from the Property Sheet: BEA elik Busiess Process Optio User s Guide 4-15

114 4 Desigig Busiess Processes Click the Task tab of the Property Sheet. Select a task i the Task Name listbox. The Desig Pad display moves ad ceters o that task. Workig with multiple Desig Pad widows You ca ope multiple Desig Pad widows ad work o differet parts of the same process or edit several differet processes at oce. The advatages of workig with multiple Desig Pad widows are that you ca: Copy ad paste tasks betwee each widow Drag ad drop tasks from oe task pae to aother View the process structure idepedetly i each Desig Pad widow Compare attributes for differet processes You ca ope as may additioal processes as you wat. The Property Sheet tracks task selectios oly i the active Desig Pad. Istructios for Workig o Differet Parts of the Same Process To work o differet parts of the same process: Choose Widow > New Widow. The process opes i aother Desig Pad ad ay chages you make i oe Desig Pad are immediately reflected i the other. You ca ope the process i as may Desig Pads as you like. The Property Sheet is shared amog Desig Pads, ad tracks task selectios oly i the active Desig Pad. Istructios for Workig o a Differet Process To work o a differet process: Choose File > New > Process Defiitio or File > Ope > Process Desiger (see for details), or click the or buttos o the toolbar BEA elik Busiess Process Optio User s Guide

115 Usig the Busiess Process Widow Copyig tasks betwee Desig Pad widows The procedure for copyig tasks betwee Desig Pad widows is similar to copyig tasks i a sigle Desig Pad. Istructios for Copyig Tasks Betwee Desig Pad Widows To copy tasks betwee Desig Pad widows: 1. Select a task i the task pae of oe Desig Pad. 2. Choose Edit > Copy. 3. Go to the other Desig Pad ad select the ew paret task i the hierarchy pae. 4. Choose Edit > Paste. 5. Adjust the task layout, as eeded. Usig drag ad drop betwee Desig Pad widows You ca drag ad drop tasks betwee Desig Pad widows as a alterative to cut, copy, ad paste. You ca drag ad drop tasks from oe part of a process to aother or betwee processes. Note: Drag ad drop withi a process moves the tasks from oe part of the process to aother. Drag ad drop betwee differet processes copies the tasks from oe process to aother. There are two ways to drag ad drop tasks from oe Desig Pad to aother. The method you choose depeds o whether the task pae i the destiatio Desig Pad cotais the ew paret task. The ew paret task does ot have to be visible i the task pae, however; whe you drag ad drop tasks i the Desig Pad, the task pae scrolls automatically whe you reach the widow edge. Istructios for Draggig ad Droppig a Task Whe the Destiatio Task Pae Cotais the New Paret Task To drag ad drop a task whe the destiatio task pae cotais the ew paret task: 1. Select a task i the task pae o oe Desig Pad. Do ot release the mouse butto after selectig the task. The cursor chages to a drag ico. BEA elik Busiess Process Optio User s Guide 4-17

116 4 Desigig Busiess Processes 2. Drag the task to the destiatio Desig Pad ad drop it o the ico of the ew paret task. A popup meu is displayed from which you ca choose the kid of operatio you wat to perform. 3. Choose oe of these optios from the pop-up meu: l Choose Create Subtask to isert the task ad its descedets ito the process structure. l Note: Choose Cacel to cacel the operatio. Uder some coditios, the Paste Iterface optio may also appear. This optio does ot apply to elik. If the Desig Pad cotais the same process, the task ad its descedets move to the ew locatio. If the Desig Pad cotais a differet process, the task ad its descedets are copied ito the process structure. Istructios for Draggig ad Droppig a Task Whe the Destiatio Task Pae Does Not Cotai the New Paret Task To drag ad drop a task whe the destiatio task pae does ot cotai the ew paret task: 1. O the destiatio Desig Pad, select the ew paret task i the hierarchy pae. 2. Go to the other Desig Pad ad select a task i the task pae, but do ot release the mouse butto. The cursor chages to a drag ico. 3. Drag the task to the destiatio Desig Pad ad drop it o the task pae backgroud (ay ope area i the task pae). 4. If the Desig Pad cotais the same process, the Busiess Process Egie moves the task ad its descedets to the ew locatio. If the Desig Pad cotais a differet process, the Busiess Process Egie copies the task ad its descedets ito the process structure. 5. Adjust the task layout, as eeded BEA elik Busiess Process Optio User s Guide

117 Workig with Process Defiitios Workig with Process Defiitios This chapter explais how to use process defiitios i your process flow desig. To do this, you must ope a existig process defiitio (template) ad make modificatios (add tasks from a palette, depedecies betwee them, parameter assigmets, ad PerformCoditios) to create a process flow. This sectio covers this method for formig a process flow. The sectio of this chapter, Workig with Tasks, covers procedures for addig ad workig with tasks durig process desig. Workig with existig process defiitios You ca modify a existig process defiitio ad save it uder its origial ame. Note: A template geerated withi the Busiess Iterface Widow is the oly type of process defiitio that ca be formed ito a workig elik process flow. Istructios for Preparig to Form a Process Flow To prepare for formig a process flow: 1. Select File > Ope > Process Desiger, or click the butto o the toolbar. The The Process Query dialog box appears, show i Figure You must use a query to search for the process defiitio (template or palette). BEA elik Busiess Process Optio User s Guide 4-19

118 4 Desigig Busiess Processes Figure 4-12 The Process Query dialog box 2. Select the All elik Templates query from the Queries listbox. The Queries listbox will cotai all of the templates geerated from the Process Desig Assistat Busiess Iterface Widow. If o templates appear i the listbox, you must geerate oe by returig to the Process Desig Assistat Busiess Iterface Widow ad geerate a template accordig to the istructios i the Geeratig a Template sectio of this chapter. 3. Click Search, or double-click the query ame. The process defiitios (templates) foud by the query are displayed i the Search Results listbox, show i Figure Figure 4-13 Search results i the Process Query dialog box 4. I the Search Results listbox, select the process you wat to ope for editig BEA elik Busiess Process Optio User s Guide

119 Workig with Process Defiitios 5. Click OK or double-click the process ame. The Process Query dialog box closes. The process appears i the Desig Pad. 6. Repeat Steps 1 through 5 but istead of selectig All elik Templates i Step 2, select All elik Palettes. If o palettes appear i the listbox (Step 2), you must geerate oe by returig to the Busiess Iterface Widow ad geerate a palette accordig to the istructios i the Geeratig a Palette sectio of this chapter. Viewig process attributes I the Property Sheet, the Process tab (show i Figure 4-14) displays the ame, value, ad type of each process attribute. Figure 4-14 Process tab of the Property Sheet Differet attributes take differet kids of values: strigs, datetimes, duratios, ad itegers. I most cases, you ca select a value from a listbox. I others, you must eter the value yourself, i which case you may oly eter the right kid of value. For example, you must eter the task Due Date properly or it will ot be accepted. BEA elik Busiess Process Optio User s Guide 4-21

120 4 Desigig Busiess Processes Summary of built-i process attributes Table 4-3 describes the iteral process attributes. Some iteral attributes have meaig oly for process istaces; the Property Sheet does ot show these attributes for process defiitios. Moreover, attributes for process istaces are read-oly i the Property Sheet. For example, the User Workig O attribute idicates who is curretly workig o a task. The Busiess Process Egie sets this attribute automatically for each task i a process istace; you caot chage it i the Process Desiger. Table 4-3 Iteral process attributes Name Value Type Name ame of process strig Process Creator ame of creator of process strig Time Created time the process was created datetime Validatig process defiitios The Busiess Process Widow has validatio tools that let you view iformatio about tasks i a process i summary format. Whe defiig processes maually, these tools are ecessary to esure cosistecy with each defiitio. However, the elik Process Desig Assistat automates key portios of the procedure, thus removig the eed to maually validate defiitios. Workig with Tasks I this sectio, you will lear how to copy ad modify tasks i a process defiitio. Copyig tasks You ca copy a task i the Task pae ad paste it aywhere i the process structure BEA elik Busiess Process Optio User s Guide

121 Workig with Tasks Note: The task copyig most useful with regard to elik is to copy a task from a palette to a process defiitio template. Each copy icludes the task ad all its descedats, ot just its immediate subtasks. Whe you paste a task, you isert the etire task structure. You caot copy multiple tasks at the same time. There are two ways to copy a task: Copy ad paste Drag-ad-drop You ca use the drag-ad-drop method oly betwee tasks displayed simultaeously i the task pae; i other words, siblig tasks. However, the ew paret task does ot have to be visible i the task pae; whe you drag-ad-drop a task, the task pae scrolls automatically whe you reach the widow edge. Istructios for Copyig a Task To copy a task: 1. Select the task i the Task pae. 2. Choose Edit > Copy. Move the cursor ito the hierarchy pae ad click the task s ew paret, as show i Figure BEA elik Busiess Process Optio User s Guide 4-23

122 4 Desigig Busiess Processes Figure 4-15 Copyig a task i the Desig Pad 1. Choose Edit > Paste. This iserts the task ad all its descedats ito the process structure, ad displays the task ico(s) i the task pae. 2. Adjust the task layout, as eeded. Istructios for Copyig a Task with Drag-ad-Drop To copy a task with drag-ad-drop: 1. Press ad hold your left mouse butto over a task i the task pae do ot release the mouse butto. The cursor chages to a drag ico: 2. Drag the task to aother task i the task pae ad drop it o the task ico. 3. A popup meu is displayed from which you ca choose the kid of operatio you wat to perform: l l Choose Create Subtask to isert the task ad its descedets ito the process structure. Choosig this optio iserts the task ad its descedets ito the process structure. Choose Cacel to cacel the operatio BEA elik Busiess Process Optio User s Guide

123 Workig with Tasks Workig with task objects i the Desig Pad I this sectio, you will lear how to maipulate tasks usig the Desig Pad iterface. Selectig ad movig tasks The select-ad-move layout mode is the default mode; you ca select ad move a task without choosig a commad from the meu bar or toolbar. If you have ot yet selected aother layout mode, you eed oly to perform the correct mouse actio to select or move a task. If you have already chose aother layout mode, you ca use special mouse operatios to select or move a task without leavig the mode. Istructios for Selectig ad Deselectig Tasks ad Depedecies To select ad deselect tasks ad depedecies: 1. Choose Edit > Select ad Move, or click the butto o the toolbar. 2. Move your mouse over the task pae. The cursor chages to a selectio arrow: 3. Move your mouse over a task ico (or depedecy arrow) ad click left. Four hadles appear at the ico corers, as show i Figure Figure 4-16 Selectig a task i the task pae 4. To deselect the task or depedecy, left-click i the task pae backgroud. Istructios for Movig a Task To move a task: BEA elik Busiess Process Optio User s Guide 4-25

124 4 Desigig Busiess Processes 1. Select the task you wat to move. 2. Press ad hold the left mouse butto. The cursor chages to a drag ico: 3. Drag the task to a ew locatio ad release the mouse butto. Istructios for Selectig a Task i Aother Layout Mode To select a task i aother layout mode: 1. Press ad hold the Ctrl key ad click right. The cursor chages to a selectio arrow: 2. Left-click the task you wat to select. Hadles appear at the ico corers idicatig that the task is selected. The Desig Pad returs to the previous layout mode. Istructios for Movig a Task i Aother Layout Mode To move a task i aother layout mode: 1. Press ad hold the Ctrl key ad click right. The cursor chages to a selectio arrow: 2. Move the cursor over the task ico ad press ad hold the left mouse butto. 3. Drag the task to a ew locatio ad release the mouse butto. The Desig Pad returs to the previous layout mode. Chagig the attribute display Each task ico i the Desig Pad has two display areas: The area above the task ico ca be set to display the value of ay process or task attribute. This field is ot editable. By default, the Role attribute is displayed. It is suggested that you chage the displayed attribute to the PerformCoditio. The area below the ico shows the task ame BEA elik Busiess Process Optio User s Guide

125 Workig with Tasks Istructios for Chagig the Attribute Display To chage the attribute display: 1. Choose View > Customize, or click the butto o the toolbar. The Task Ico Customize dialog box appears, show i Figure Figure 4-17 The Task Ico Customize dialog box Namig tasks Aligig tasks 2. I the Task Attributes listbox, select the attribute you wat to display above each task ico ad click OK. You ca oly select oe attribute. The dialog box closes ad the attribute field above the task ico is updated with the ew attribute value. You ca edit task ames whe usig tasks created maually (for istace, paret tasks ito which you are placig elik-geerated subtasks). However, whe usig elik, the services that ru i the applicatios coected ito the elik eviromet deped o the ames of the tasks used i the Process Desig Assistat Busiess Iterface Widow. Therefore, geerated tasks must ot be reamed i the Desig Pad as they will ot work properly i the elik eviromet. You ca automatically place ad alig tasks i rows or colums i the Desig Pad usig the Sap to Grid meu optio. Whe you eable Sap to Grid: Existig tasks are ot automatically aliged uless you previously aliged them. Tasks are aliged whe you move them. BEA elik Busiess Process Optio User s Guide 4-27

126 4 Desigig Busiess Processes Istructios for Aligig Tasks Whe you close the Process Desiger, the state of the Aligmet grid is saved to the iitializatio file ad is resumed at the ext sessio. To alig tasks: 1. Choose Edit > Sap to Grid ad View > Show Grid. A aligmet grid appears as a series of light gray itersectig horizotal ad vertical lies, show i Figure Figure 4-18 Usig the aligmet grid Istructios for Hidig the Aligmet Grid To hide the aligmet grid: Choose View > Hide Grid. Istructios for Showig the Aligmet Grid To show the aligmet grid: Choose View > Show Grid BEA elik Busiess Process Optio User s Guide

127 Workig with Tasks Addig depedecies Depedecies betwee tasks determie the order i which tasks ca be performed. The Create Depedecies commad lets you add depedecies to tasks. You ca also add depedecies while performig aother layout operatio. Istructios for Addig a Depedecy Betwee Tasks To add a depedecy betwee tasks: 1. Choose Edit > Create Depedecies, or click the butto o the toolbar. 2. Move your mouse ito the task pae. The cursor chages to a depedecy ico: 3. Press ad hold your left mouse butto o the task you wat to create the depedecy from. 4. Drag the cursor to the depedet task ad release the mouse butto. A depedecy arrow appears betwee the two tasks, as show i Figure Figure 4-19 Creatig a depedecy betwee tasks Istructios for Addig a Depedecy i Aother Layout Mode To add a depedecy i aother layout mode: BEA elik Busiess Process Optio User s Guide 4-29

128 4 Desigig Busiess Processes 1. Press ad hold the Ctrl ad Shift keys ad click right. The cursor chages to a depedecy ico: 2. Press ad hold your left mouse butto o the task you wat to create the depedecy from. 3. Drag the cursor to the depedet task ad release the mouse butto. A depedecy arrow appears betwee the two tasks, as show i Figure The Desig Pad returs to the previous layout mode. Deletig tasks ad depedecies You ca remove both tasks ad depedecies from the process structure. Istructios for Deletig Tasks ad Depedecies To delete a task or depedecy: 1. Choose Edit > Select ad Move, or click the butto o the toolbar. 2. Move your mouse ito the task pae. The cursor chages to a selectio arrow: 3. Select the task ico or depedecy arrow you wat to delete. 4. Choose Task > Delete, or press the Delete key. The task ico or depedecy arrow disappears from the task pae. Whe you delete a task with subtasks, the subtasks are also deleted. Whe you delete a task with depedecies, the depedecies are also deleted. Customizig task icos You ca use customized task icos or your ow icos, which ca be shared with other users. If you replace a ico, the ico value is cleared ad the ew ico is displayed BEA elik Busiess Process Optio User s Guide

129 Workig with Tasks Addig customized icos to the ico library You are provided a custom ico library. These icos are located i %IC_HOME%\cofig\icos. You ca use these icos or you ca add your ow customized ico files to this directory. If you wat to share icos with aother user, you ad the other user must add the same ico libraries to your icos directory. If you do ot have a matchig ico library, the default ico appears rather tha the customized ico. The ico files are typically the ICO file type. You ca store these ico files i a sigle locatio if desired. Chagig task icos Whe you create a task usig the Desig Pad, the task is displayed usig the curret default ico. That ico is associated with the task ad is displayed wheever you ope that process o your PC. Istructios for Showig or Hidig the Task Icom Palette To show or hide the Task Ico Palette: Choose View > Task Icos > Show Palette. To hide the palette, choose View > Task Icos > Hide Palette. Istructios for Chagig the Ico for a Existig Task Usig the Task Ico Palette To chage the ico for a existig task usig the Task Ico Palette: 1. Select the task whose ico you wat to chage. 2. Choose View > Task Icos > Show Palette. The Task Ico Palette appears, show i Figure Figure 4-20 The default Task Ico Palette 3. Select the ico you wat to use. BEA elik Busiess Process Optio User s Guide 4-31

130 4 Desigig Busiess Processes 4. Choose Task > Replace Ico to replace the existig ico with the curret ico from the Task Ico Palette. 5. Repeat util you have chaged all the task icos that you wat customized. Istructios for Addig a Ico to the Task Ico Palette To add a ico to the Task Ico Palette: 1. I the Task Ico Palette, click right. A pop-up meu appears, show i Figure Figure 4-21 The pop-up meu i the Task Ico Palette 2. Choose the Icos meu item. The Select a Ico dialog box appears, show i Figure Figure 4-22 The Select a Ico dialog box 3. Select a library from the Ico Libraries listbox, which displays icos ad lets you browse differet libraries. 4. Select a ico ad click Add to Palette. 5. Whe you are fiished makig selectios, click Close BEA elik Busiess Process Optio User s Guide

131 Workig with Tasks Istructios for Removig a Ico from the Task Ico Palette To remove a ico from the Task Ico Palette: I the Task Ico Palette, right-click o the ico you wat to remove. A pop-up meu appears, show i Figure Choose the Delete meu item. Istructios for Selectig a Default Ico usig the Task Ico Palette To select a default ico usig the Task Ico Palette: I the Task Ico Palette, right-click o the ico you wat to become your default ico. A pop-up meu appears, show i Figure Choose the Set Default item from the pop-up meu. Istructios for Settig the Default Ico Usig the Select a Ico Dialog Box To set the default ico usig the Select a Ico dialog box: 1. Choose View > Task Icos > Icos. The Select a Ico dialog box appears, show i Figure Select the ico you wat to become the default. 3. Click Set Default. The selected ico is displayed uder Default Ico: i the lower right-had corer. Istructios for Usig the System Default Ico as Your Default Ico To use the system default ico as your default ico: 1. Choose View > Task Icos > Icos. The Select a Ico dialog box appears, show i Figure Click System Default. The system default ico is displayed uder Default Ico: i the lower right-had corer, ad becomes your default ico. BEA elik Busiess Process Optio User s Guide 4-33

132 4 Desigig Busiess Processes Specifyig attributes The Property Sheet lets you view ad modify task ad process attributes. Istructios for Opeig the Property Sheet To ope the Property Sheet: Choose View > Properties. The Property Sheet appears, show i Figure The Task tab displays the ame, value, ad type of each task attribute. If a task is selected i the Desig Pad, the Task tab shows the attributes for that task. If o task is selected i the Desig Pad, the Task tab shows the attributes for the root task of the process you are workig o. Figure 4-23 Task page of Property Sheet 4-34 BEA elik Busiess Process Optio User s Guide

133 Specifyig attributes Istructios for Viewig the Attribute Values for a Task To view the attribute values for a task: There are two methods for displayig the attributes of a particular task i the Property Sheet: Select the task i either pae of the Desig Pad. This is the recommeded method. Selectig the task this way eables the tooltip-style floatig display of attribute values. Select the task i the Task combo box i the Property Sheet. If the task is selected via the combobox, the floatig display is ot available. Istructios for Settig a Attribute Value or Modifyig a Existig Value To set a attribute value or modify a existig value: 1. Select the task whose attribute values you wat to modify, usig ay of the methods i Istructios for Viewig the Attribute Values for a Task. 2. I the Property Sheet, select the attribute whose value you wat to chage. (Use the scroll bars, if ecessary, to brig the attribute ito view.) The default attribute value (if ay) appears i the Value field, ext to the attribute ame. 3. Select a value from the Value listbox. If the attribute does ot have a set of predefied values, eter a value i the Value field. Use the correct format for ay value you eter maually (see Table 5-3). 4. To reset a icorrect value, click Reset. If the attribute had o previous value, the default value is displayed. If the attribute has o default value, the Value field will be empty. Note: You ca oly reset values that have ot bee committed to the database. Oce you click Eter, you caot reset the value. 5. To eter the value, click Eter or press the Retur key. The ew value appears ext to the attribute ame. Istructios for Addig a Attribute to be Used i a Perform Coditio To add a process attribute to be used i a PerformCoditio: BEA elik Busiess Process Optio User s Guide 4-35

134 4 Desigig Busiess Processes 1. Select View --> Properties. 2. Click o the Process tab of the Properties dialog box. 3. Click o the New Attributes butto. Note: You ca oly perform Step 3 if you have admiistrative priviledges for your processes. 4. Select the data type of the attribute that you wat to add. 5. Type the attribute ame, the click o OK BEA elik Busiess Process Optio User s Guide

135 CHAPTER 5 Makig elik Processes Work I previous istructios, you have desiged ad built a process flow from tasks. Now, you must add the fiishig touches that will make your process flows work correctly with elik. The followig topics are covered i Makig elik Processes Work: Busiess Process ad Task Parameter Attributes Data Flow Through the Busiess Process Egie Workig with Coditios Workig with Process Istaces Busiess Process ad Task Parameter Attributes The elik Process Desig Assistat assigs attributes for task parameters durig palette geeratio. These attributes are used to implemet process flows. This sectio explais the implemetatio procedure. Makig elik Processes Work 5-1

136 5 Makig elik Processes Work Parameter Attributes & Default Assigmets Whe palettes are geerated, task attributes are geerated for every parameter of the icluded operatios. Similarly, template geeratio creates attributes for the Root Task of the process. These parameter attributes hold the expressios which istruct the elik Busiess Process Optio s agets as to how to move data to ad from the other compoets (Data Itegratio Optio ad applicatio adapters) withi the elik eviromet. Default assigmets are also geerated for each parameter. So, for example, the attributes ad default parameter assigmets displayed i Figure 5-1 are created for the Withdrawal task durig palette geeratio. The parameter show is the iput parameter AMOUNT. Because it is a iput parameter, it is give the assigmet AMOUNT[*]=$JOB.AMOUNT[*]. The output parameter BALANCE is give the default assigmet $JOB.BALANCE[*]=BALANCE[*]. The sytax ad meaig of these expressios is explaied i the ext sectio. Figure 5-1 Geerated Attributes & Default Parameter Assigmets Parameter Assigmets Explaied Cosider the default parameter assigmet for AMOUNT (show i Figure 5-2). 5-2 Makig elik Processes Work

137 Data Flow Through the Busiess Process Egie Figure 5-2 AMOUNT Parameter Assigmet (Aalyzed) This statemet assigs the job-level value of AMOUNT to the FML field AMOUNT. Usig the asterisk i brackets [*], this is doe for all occuraces of AMOUNT. Data Flow Through the Busiess Process Egie The secret to makig processes work is to make sure that the right data is flowig through the right places i the process. Figure 5-3 shows the data flow through a process. Makig elik Processes Work 5-3

138 5 Makig elik Processes Work Figure 5-3 Data Flow Through the Trasfer Process Data Flow By the Numbers Refer to Figure 5-3 above as the umbered items are explaied. I Step 1a, the caller calls the Trasfer process ad supplies three iput values the two accout umbers (for the withdrawal ad deposit accouts, respectively) ad the amout to trasfer. The iput FML Fields from the caller are ACCOUNT_ID[0], ACCOUNT_ID[1], ad AMOUNT[0]. However, before these values ca be used, they must be assiged to job-level attributes. As Step 1b idicates, these iputs are assiged to job-level attributes accordig to the expressios stored i the Root Task parameter attributes. All movemet of data betwee FML Fields ad attributes withi a process is cotrolled by parameter 5-4 Makig elik Processes Work

139 Data Flow Through the Busiess Process Egie assigmet expressios. For iputs ad outputs to the etire process (at the start ad ed of the flow), these expressios are stored i the Root Task parameter attributes. The parameter attributes are automatically added to the Root Task by the elik Process Desig Assistat durig Template Geeratio. For this example, we will use the same ames for the FML Fields ad the correspodig job-level attributes. Sice they are job-level attributes they will be qualified by the prefix $JOB. Hece, the correct parameter assigmet expressios for the Root Task are: $JOB.ACCOUNT_ID[0]=ACCOUNT_ID[0] $JOB.ACCOUNT_ID[1]=ACCOUNT_ID[1] $JOB.AMOUNT[0]=AMOUNT[0] This idicates that: The first istace of the Trasfer process ACCOUNT_ID attribute should be set equal to the value of the first istace (occurrece 0) of the ACCOUNT_ID FML Field. The ext istace of the ACCOUNT_ID attribute should be set equal to the value of the secod istace (occurrece 1) of the ACCOUNT_ID FML Field. The first istace of the Trasfer process AMOUNT attribute should be set equal to the value of the first istace (occurrece 0) of the AMOUNT FML Field. Usig a wildcard to refer to all istaces of a give attribute or field ca further shorte this expressio. This is the sytax used by the elik Process Desig Assistat whe geeratig parameter attributes: $JOB.ACCOUNT_ID[*]=ACCOUNT_ID[*] $JOB.AMOUNT[*]=AMOUNT[*] This idicates that: Every istace of the Trasfer process ACCOUNT_ID attribute should be set equal to the value of the correspodig occurrece of the ACCOUNT_ID FML Field. Every istace of the AMOUNT attribute should be set equal to the value of the correspodig occurrece of the AMOUNT FML Field. While we will cotiue to idicate specific istaces of the attributes ad FML Field occurreces throughout this example, you will typically work with wildcards. Makig elik Processes Work 5-5

140 5 Makig elik Processes Work As the process flow rus, the Withdrawal Task becomes ready to execute. I Step 2, the FML Fields for the Withdrawal operatio, ACCOUNT_ID[0] ad AMOUNT[0] are assiged values from $JOB.ACCOUNT_ID[0] ad $JOB.AMOUNT[0] respectively: ACCOUNT_ID[0]=$JOB.ACCOUNT_ID[0]; AMOUNT[0]=$JOB.AMOUNT[0] We were lookig at the FML Fields ACCOUNT_ID[0] ad AMOUNT[0] arrivig ito the process i Step 1. The values stored i the $JOB.ACCOUNT_ID[0] ad $JOB.AMOUNT[0] process attributes durig Step 1 will be set (as FML Fields) to the applicatio i Step 2. This explais why the Root ad Withdrawal assigmets seem like they are reversed i order. I Step 3, the result of the fuds withdrawal is the edig balace for Accout 1, so the parameter assigmet for the withdrawal result is: $JOB.BALANCE[0]=BALANCE[0] As our process flow cotiues (ot illustrated is the depedecy that prevets the Deposit Task from startig before the Withdrawal Task has completed), we arrive at Step 4. I Step 4, the FML Fields to be set to the Deposit operatio, AMOUNT[0] ad ACCOUNT_ID[0] are assiged values from $JOB.AMOUNT[0] ad $JOB.ACCOUNT_ID[1] respectively. Note that the secod istace of the Accout Number (the Deposit Accout s Number) is beig used. However, sice the Deposit operatio oly expects a sigle Accout Number occurrece zero of the FML Field must be set. This implies the followig parameter assigmets: AMOUNT[0]=$JOB.AMOUNT[0] ACCOUNT_ID[0]=$JOB.ACCOUNT_ID[1] The result of the fuds deposit is the edig balace for Accout 2, so the parameter assigmet for the deposit result is: $JOB.BALANCE[1]=BALANCE[0] Agai we ca see that the secod istace of the Balace process attribute is beig updated. 5-6 Makig elik Processes Work

141 Data Flow Through the Busiess Process Egie Data Type Maagemet At this poit, we have the resultig Balace for the Withdrawal Accout i the first istace of the job-level Balace attribute. The secod istace of the Balace attribute cotais the fial Balace for the Deposit Accout. Our caller is expectig these results to be retured i two occurreces of the FML Field BALANCE. Therefore, the parameter assigmets o the output side of the process (Step 6) are: BALANCE[0]=$JOB.BALANCE[0]; BALANCE[1]=$JOB.BALANCE[1] The data types supported by FML32 ad the Busiess Process Egie must be mapped to support movig data betwee the two eviromets. Whe addig a attribute for use i a PerformCoditio, use Table 5-1 to determie the data type of the attribute. The type of the Process attribute will be either a Iteger (siged log iteger), Strig, or DateTime. The elik agets will covert values i the best possible way. For example, elik does ot support a ative DateTime value. These values will be coverted to ad from FML strigs. Similarily, floatig poit FML fields will be stored as strigs. The elik agets will use the datatype iformatio ecoded withi the FML Field Ids, together with the attribute type iformatio to determie what coversios to make. Table 5-1 Data Type Equivalets FML type Char Process Egie type CxxIcStrig Strig CxxIcStrig 1 CARRAY Not Supported Strig CxxIcDateTime 2 Short Log Float CxxIcIteger CxxIcIteger CxxIcStrig Makig elik Processes Work 5-7

142 5 Makig elik Processes Work Double CxxIcStrig 1. Up to 254 characters i legth 2. The date-time format must be uambiguously specified to esure proper ecodig ad decodig as strigs. As with the Predicates used i Perform ad Iterate Coditios, the format of a date-time strig is 'yyyy-mm-dd hh:mi:ss', where yyyy idicates the year, mm the moth, dd the day of moth, hh the hour i 24-hour otatio, mi the miute, ad ss idicates the secod. Either the date or time portio may be omitted. If the date is omitted, it is replaced by the curret date. If the time is omitted, it is replaced by midight (all fields 0). Workig with Coditios You ca use coditios to maage the flow i a process. There are two mechaisms for specifyig coditios: PerformCoditios ad IterateCoditios. A PerformCoditio is a task property that determies if the task will be performed or skipped. It is evaluated whe a task is about to trasitio from Waitig to Ready: if True, the task becomes Ready; if False, the task becomes Skipped. A IterateCoditio is a task property that determies if the task will be either completed or iterated. It is evaluated whe the worker requests that the task be completed: if True, the task becomes Ready agai; if False, the task becomes Doe. Note: PerformCoditios ad IterateCoditios use the same sytax. We use the term PerformCoditio to refer to both, except where explicitly oted. Also, these coditios must be based o attributes defied i the Process Desig 5-8 Makig elik Processes Work

143 Workig with Coditios Assistat Busiess Iterface Widow. Attributes created i the Desig Pad will ot be recogized by elik. Therefore, the coditios applied to them will ot be recogized, hece ot applied. Geeral form of a PerformCoditio or IterateCoditio A PerformCoditio has the followig geeral format: attribute_or_property operator value [ logical operator ] Attribute ad property ames are case-sesitive, ad must be etered exactly as stored i the database. Usually, such ames are uppercase. The specified value must have the same datatype as the attribute; for example, iteger or strig. You ca combie attribute-operator-value statemets with logical operators to form complex PerformCoditios. The maximum legth of a PerformCoditio is 254 characters. Attributes i PerformCoditios A PerformCoditio may specify attributes defied for the job or task. To distiguish betwee the two, you must prefix the attribute ame with oe of the followig strigs: $JOB. $TASK. The prefix is required, eve if the attribute is ot defied for both the job ad the task. For example, this PerformCoditio checks if the value of the curret job s AMOUNT_OWED attribute is greater tha 10,000: $JOB.AMOUNT_OWED > You ca use the Batch Registry to get a list of attributes for a job or task class. Remember that attribute ames are case-sesitive, ad must be etered exactly as defied for the job or task. Makig elik Processes Work 5-9

144 5 Makig elik Processes Work Properties i PerformCoditios I additio to attributes, PerformCoditios ca also use some properties defied for a job or task. For example, the followig PerformCoditio will skip a task if its priority is less tha 5: $TASK.PRIORITY < 5 Oe importat poit cocers the $TASK.$ITERATE_COUNT ad $TASK.$PERFORM_COUNT properties: they are icremeted after the PerformCoditio is evaluated, ad before the iterate coditio is evaluated. So, to iterate a task three times, you would use the followig: $TASK.ITERATE_COUNT < 3 This meas: If this task has ot bee iterated three times already, iterate it. Certai restrictios apply to usig properties i PerformCoditios; see Usig iteral attributes for more iformatio Makig elik Processes Work

145 Workig with Coditios Operators used i PerformCoditios A PerformCoditio ca iclude the operators i Table 5-2. Some operators are valid oly with certai data types. Table 5-2 PerformCoditio operators Operator type Operator Meaig Iteger ad strig operators = equal to > greater tha < less tha <= less tha or equal to >= greater tha or equal to < > ot equal Logical operators AND logical AND OR NOT logical OR logical NOT Data types used i PerformCoditios Attribute data types iclude strig, iteger, ad DATETIME. Strig values must be eclosed i sigle quotes, whether the value is a sigle word or may words. Strig values are case-sesitive. They ca cotai spaces, semi-colos, ad double quotes. For example, the followig strigs are legal: Kelly Rivera Kelly Rivera Makig elik Processes Work 5-11

146 5 Makig elik Processes Work Kelly Rivera; However, these two strigs are ot equivalet: kelly rivera Kelly Rivera To test DATETIME attributes, you must specify the date ad time value as: DATETIME(value) The value format is [yy]yy-mm-dd [hh:mm:ss]. For example: $JOB.INVOICE_DUE_DATE > DATETIME( ) You ca also test DATETIME values agaist the CURRENT keyword, which evaluates to the curret date ad time. For example, to determie if a ivoice is past due, you might use this PerformCoditio: $JOB.INVOICE_DUE_DATE < CURRENT Compoud statemets You ca combie attribute-operator-value statemets with logical operators to form compoud statemets. Eclosig statemets i paretheses is optioal; you eed paretheses oly to chage the stadard left-to-right order of evaluatio (see ext sectio). For example, to determie if a cadidate is eligible for a loa, you might use this PerformCoditio: $JOB.LOAN_AMOUNT > 500 AND $JOB.REFERENCES >= 3 OR $JOB.VP_APPROVAL = TRUE Groupig statemets with paretheses You ca use paretheses to group attribute-operator-value statemets. For example, you could write the PerformCoditio i the previous sectio like this: ($JOB.LOAN_AMOUNT > 500) AND ($JOB.REFERENCES >= 3) OR ($JOB.VP_APPROVAL = TRUE ) 5-12 Makig elik Processes Work

147 Workig with Coditios You ca also use paretheses to chage the order i which ICocert evaluates the parts of a PerformCoditio. Statemets are evaluated i left-to-right order. Usig paretheses, you ca make sure that related statemets are evaluated together. For example, this PerformCoditio evaluates to true if the date of hire is before Jauary 1, 1991 ad the perso has a Masters or Ph.D. degree. $JOB.HIRE_DATE < DATETIME( ) AND ($JOB.DEGREE = MASTERS OR DEGREE = Ph.D. ) But this PerformCoditio evaluates to true if the perso has a Masters degree ad was hired before Jauary 1, 1991, or the perso has a Ph.D. ($JOB.HIRE_DATE < DATETIME( ) AND $JOB.DEGREE = MASTERS ) OR $JOB.DEGREE = Ph.D. Usig iteral attributes You ca iclude a iteral attribute i a PerformCoditio, such as Due Date or Duratio. I most cases, however, you caot iclude a iteral attribute i a PerformCoditio. The reaso is that most built-i attributes are really properties, ot attributes. You caot iclude properties i a PerformCoditio. A property is auxiliary iformatio about a object i the database, such as a process or task. May properties appear as read-oly attributes i the Property Sheet, such as Process Created By, User Workig O, Time Acquired, ad Time Completed. Others, such as the Role, Pool, Due Date, Duratio, ad Priority, are modifiable task properties; AutoActivate is aother modifiable task property. Oe of the few built-i attributes that you ca iclude i a PerformCoditio is Applicatio, because this is a real attribute. To iclude a built-i attribute i a PerformCoditio, you must specify the attribute ame as it is stored i the database, ot as it appears i the Attributes widow. The Applicatio attribute s real ame is IC_APPLICATION. You ca use the Batch Registry utility to list other attribute ames for differet objects i the database; for details, see the Busiess Process Optio Admiistratio Guide. Makig elik Processes Work 5-13

148 5 Makig elik Processes Work Summary of built-i task attributes Table 5-3 lists the built-i iteral task attributes. Attributes for tasks i process istaces are read-oly. For example, the Acquired By attribute idicates which worker acquired a task. The Busiess Process Egie sets this attribute automatically for each task i a active process; it caot be chaged durig process desig. Table 5-3 Iteral task attributes Attribute Value Type Commets Task ame of task DO NOT CHANGE THE TASK NAMES OF GENERATED TASKS Class the class of the task Role role to which task is assiged DO NOT CHANGE Pool pool to which task is assiged DO NOT CHANGE Status Acquired By status of the task; default is Waitig worker who acquired the task Priority priority of task completio oe of Low, Normal, or Urget Time Ready Time Acquired time the task was ready to be acquired time the task was acquired Due Date date the task is or was due datetime Duratio how log it should take to complete the task iteger estimated task duratio 5-14 Makig elik Processes Work

149 Workig with Coditios Table 5-3 Iteral task attributes Attribute Value Type Commets Time Completed time the task was completed datetime Auto Activate whether task should automatically become Ready boolea default O DO NOT CHANGE Applicatio custom applicatio to lauch whe task is opeed strig default Task Perform Coditio test for task to be performed strig Iterate Coditio test for iteratio to occur strig Perform Cout Iterate Cout umber of times task has bee performed umber of times iteratio has occurred iteger iteger The followig restrictios apply to the attribute types show i Table 5-3: Strigs have a legth limit of 254 characters. Date iput formats deped o your system s Regioal Settigs, as specified i the Cotrol Pael. About attribute values A attribute is iformatio about a task or process ad is displayed i the task widow. A attribute might be iformatio the worker uses while performig the task (such as the due date or priority) or iformatio the worker supplies to complete the task (such as total cost). Attributes ca be defied by their scope: Process attributes have the same value idepedet of task ad ca be used to pass iformatio from oe task to aother. For example, the TOTAL_COST Makig elik Processes Work 5-15

150 5 Makig elik Processes Work attribute may be set by a travelig employee i the Travel Report task, ad the used by a auditor i a accoutig task. Task attributes apply oly to idividual tasks; its value chages from task to task (for example, Due Date). Iteratig tasks ad subtasks Whe you set a IterateCoditio ad Iterate Cout o a paret task, the task s subtasks do ot automatically iherit that cout. For example, you might expect that settig a paret task s Iterate Cout to 3 meaig the task should iterate 3 times whe its IterateCoditio is satisfied would cause each subtask itself to iterate 3 times for every 1 time the paret iterates. This would result i each subtask beig performed a total of 9 times. But this is ot the case. Istead, the subtasks Iterate Couts are reset to zero (0) at the ed of each iteratio of the paret task, which results i the subtasks beig performed oly as may times as the paret task itself is performed i our example, 3 times. Thus we ca see that the Iterate Cout whe specified o a paret task has the followig sematics: Iteratig a paret task meas to iterate as a whole the group cosistig of the paret task plus all its subtasks. Examples of PerformCoditios The followig are additioal examples of PerformCoditios: $JOB.CLAIM_AMOUNT < 1000 The value of the CLAIM_AMOUNT attribute is less tha $JOB.SIZE > 5 AND $JOB.ORIGIN = New York The value of the SIZE attribute is greater tha 5 ad the value of the ORIGIN attribute is New York. ($JOB.CLAIM_AMOUNT > 1000) AND ($JOB.CLAIM_AMOUNT < 10000) The value of the CLAIM_AMOUNT attribute is greater tha 1000 ad less tha Makig elik Processes Work

151 Workig with Coditios ($JOB.REPORT_TYPE = shippig damage ) AND ($JOB.DATE_FILED > DATETIME( :00:00)) The value of the REPORT_TYPE attribute is shippig damage ad the report was filed after Jauary 15, 1995 at 5:00 PM. Addig PerformCoditios to tasks Before addig PerformCoditios to a task, you must add some key attributes to it. You use the Desig Pad to add Perform ad IterateCoditios to tasks. The Perform Coditio ad Iterate Coditio Wizards cosist of pages that assist you as you create a Perform or IterateCoditio. Istructios for Specifyig a PerformCoditio To specify a PerformCoditio: 1. Select the task you wat to add a PerformCoditio to. 2. I the Task tab of the Property Sheet, select the Perform Coditio attribute. The butto ext to the attribute is eabled. 3. Click the butto. The first page of the Perform Coditio Wizard appears, show i Figure 5-4. Makig elik Processes Work 5-17

152 5 Makig elik Processes Work Figure 5-4 First page of the Perform Coditio Wizard 4. Select oe of the followig PerformCoditio types ad click the appropriate radio butto: l l l l Create/Edit Maually. Click Next ad go o to To create a PerformCoditio with evaluatio expressios: o page 22. Always Execute. Click Fiish. Always Skip. Click Fiish. Use Attributes. Click Next ad go o to Istructios for Creatig a PerformCoditio based o Task Attributes. If you wat to make chages o a earlier page while you are workig i the Perform Coditio Wizard, you ca retur to that page by clickig the Back butto. Istructios for Creatig a PerformCoditio based o Task Attributes To create a PerformCoditio based o task attributes: 1. Click the Use Attributes radio butto i the first page of the Perform Coditio Wizard, the click Next. The Selectig Attributes page appears, show i Figure Makig elik Processes Work

153 Workig with Coditios Figure 5-5 The Selectig Attributes page 2. I the Available Job Attributes or Available Task Attributes listboxes, select the attribute that you wat to iclude i the PerformCoditio you are creatig. Click the right arrow butto to move it to the Selected Attributes box. Note: elik features dyamic creatio of attributes at rutime. As each task i a process (begiig with the Root Task) executes, parameter assigmet expressios are evaluated. A icomig FML field s cotets may eed to be stored i a process-level (or a paret task s) attribute. If this attribute does ot already exist, it will be created by the elik aget. While this saves a geat deal of work, you may fid that you eed to maually create some of these attributes at desig time i order to use them i perform or iterate coditios. To remove a job or task attribute from the ew PerformCoditio, select the attribute i the Selected Attributes listbox ad click the left arrow butto to move it back to the Available Job Attributes or Available Task Attributes listboxes. To remove all attributes from the ew PerformCoditio, click the double arrow butto. Makig elik Processes Work 5-19

154 5 Makig elik Processes Work 3. Click Next. The Creatig Expressios page displays, show i Figure 5-6. Use this page to create a PerformCoditio expressio, by selectig a Relatio ad a Value for each attribute. Figure 5-6 The Creatig Expressios page 4. For each attribute, select a operator from the Relatio field. You ca chage the attribute row order by draggig the butto at the left edge of the row up or dow the colum. 5. Eter a value i the Value field. The Type field tells you what type of value is required (text, umber, or date). 6. Click Next. The Combiig Expressios page appears, show i Figure 5-7. Use this page to combie the expressios that you have just created Makig elik Processes Work

155 Workig with Coditios Figure 5-7 The Combiig Expressios page 7. Combie the idividual expressios usig AND/OR operators to costruct the type of PerformCoditio that you wat. You ca chage the attribute row order by draggig the butto at the left edge of the row up or dow the colum. 8. Click Next. The Orderig Evaluatios page appears, show i Figure 5-8, with the PerformCoditio that you have created. You ca eclose expressios i paretheses o this page to chage the order of the evaluatios i the ew PerformCoditio. Makig elik Processes Work 5-21

156 5 Makig elik Processes Work Figure 5-8 The Orderig Evaluatios page 9. Click Fiish. The Perform Coditio Wizard closes ad the PerformCoditio appears i the Property Sheet ext to the attribute ame. Istructios for Creatig a PerformCoditio with Evaluatio Expressios To create a PerformCoditio with evaluatio expressios: 1. Click the Create/Edit Maually radio butto o the first page of the Perform Coditio Wizard. 2. Click Next. The Orderig Evaluatios page appears, show i Figure Makig elik Processes Work

157 Workig with Coditios Figure 5-9 The Orderig Evaluatios page 3. I the ope area, type i the expressio you wat to use to evaluate the PerformCoditio. 4. Whe you have fiished eterig expressios, click Fiish. The Perform Coditio Wizard closes ad the PerformCoditio appears i the Property Sheet ext to the attribute ame. Istructios for Specifyig a IterateCoditio To specify a IterateCoditio: 1. Select the task you wat to add a IterateCoditio to. 2. I the Task tab of the Property Sheet, select the IterateCoditio attribute. The butto ext to the attribute is eabled. 3. Click the butto. The first page of the Iterate Coditio Wizard appears, show i Figure Makig elik Processes Work 5-23

158 5 Makig elik Processes Work Figure 5-10 First page of the Iterate Coditio Wizard 1. Select oe of the followig IterateCoditio types ad click the appropriate radio butto: l l l l Create/Edit Maually. Click Next ad go o to Istructios for Creatig a IterateCoditio with Evaluatio Expressios o page 28. Always Execute. Click Fiish. Always Skip. Click Fiish. Use Attributes. Click Next ad go o to To create a IterateCoditio based o task attributes:. If you wat to make chages o a earlier page while you are workig i the Iterate Coditio Wizard, you ca retur to that page by clickig the Back butto. Istructios for Creatig a IterateCoditio Based o Task Attributes To create a IterateCoditio based o task attributes: 1. Click the Use Attributes radio butto i the first page of the Iterate Coditio Wizard, the click Next. The Selectig Attributes page appears, show i Figure Makig elik Processes Work

159 Workig with Coditios Figure 5-11 The Selectig Attributes page 2. I the Available Job Attributes or Available Task Attributes listboxes, select the attribute that you wat to iclude i the IterateCoditio you are creatig. Click the right arrow butto to move it to the Selected Attributes box. To remove a job or task attribute from the ew IterateCoditio, select the attribute i the Selected Attributes listbox ad click the left arrow butto to move it back to the Available Job Attributes or Available Task Attributes listboxes. To remove all attributes from the ew IterateCoditio, click the double arrow butto. 3. Click Next. The Creatig Expressios page displays, show i Figure Use this page to create a IterateCoditio expressio, by selectig a Relatio ad a Value for each attribute. Makig elik Processes Work 5-25

160 5 Makig elik Processes Work Figure 5-12 The Creatig Expressios page 4. For each attribute, select a operator from the Relatio field. You ca chage the attribute row order by draggig the butto at the left edge of the row up or dow the colum. 5. Eter a value i the Value field. The Type field tells you what type of value is required (text, umber, or date). 6. Click Next. The Combiig Expressios page appears, show i Figure Use this page to combie the expressios that you have just created Makig elik Processes Work

161 Workig with Coditios Figure 5-13 The Combiig Expressios page 7. Combie the idividual expressios usig AND/OR operators to costruct the type of IterateCoditio that you wat. You ca chage the attribute row order by draggig the butto at the left edge of the row up or dow the colum. 8. Click Next. The Orderig Evaluatios page appears, show i Figure 5-14, with the IterateCoditio that you have created. You ca eclose expressios i paretheses o this page to chage the order of the evaluatios i the ew IterateCoditio. Makig elik Processes Work 5-27

162 5 Makig elik Processes Work Figure 5-14 The Orderig Evaluatios page 9. Click Fiish. The Iterate Coditio Wizard closes ad the IterateCoditio appears i the Property Sheet ext to the attribute ame. Istructios for Creatig a IterateCoditio with Evaluatio Expressios To create a IterateCoditio with evaluatio expressios: 1. Click the Create/Edit Maually radio butto o the first page of the Perform Coditio Wizard. 2. Click Next. The Orderig Evaluatios page appears, show i Figure Makig elik Processes Work

163 Workig with Process Istaces Figure 5-15 The Orderig Evaluatios page 3. I the ope area, type i the expressio you wat to use to evaluate the IterateCoditio. 4. Whe you have fiished eterig expressios, click Fiish. The Iterate Coditio Wizard closes ad the IterateCoditio appears i the Property Sheet ext to the attribute ame. Workig with Process Istaces The Process Maager tool lets you view the status of processes i progress. The Busiess Process Egie also allows you to start processes withi this tool. However, sice agets are resposible for startig all processes i the elik eviromet, you will ever eed to maually start processes with the Process Maager. I fact, elik will ot successfully ru processes started maually. Makig elik Processes Work 5-29

164 5 Makig elik Processes Work Istructios for Startig a Process Processes started maually with the Process Maager will ot ru correctly i elik. Processes ca be correctly started i the followig ways: From a web page or other cliet coected to elik From a adapter coected to elik that supports requests to elik From the Operatio Test utility i the Busiess Iterface Widow. The operatio tested must be a operatio that is implemeted as the process flow that you wat to ru. For istructios o testig a operatio, see Test Operatio Istructios i Chapter 3, Specifyig Busiess Service Cotracts. Maagig Processes with the Process Maager You have privileges to maage ay of the processes displayed i the Curret Processes folder i the Process Maager widow. You ca perform the followig procedures with the Process Maager: Check ad grat privileges o processes, tasks Complete processes Delete completed processes Modify task assigmets i process istaces Susped ad resume processes Trasfer tasks from oe worker to aother withi processes View the status of process istaces Opeig the Process Maager To use the Process Maager, you must have already started the Busiess Process Widow by clickig o the Edit Flow butto i the Busiess Iterface Widow Makig elik Processes Work

165 Workig with Process Istaces Istructios for Startig the Process Maager To start the Process Maager: I the mai widow, choose File > Ope > Process Maager, or click the butto o the toolbar. The Process Maager widow appears with two paes. The pae o the left displays your folders. The pae o the right displays the cotets of the ope folder. A example is show i Figure Figure 5-16 The Process Maager widow The icos to the left of each process ame represet the status of the process. Whe you move your cursor over the ico, the status bar shows you the status message. The Process Maager icludes two stadard folders: Curret Processes cotais all processes that you have started. Completed Processes cotais all completed processes that you started. You ca also create persoal folders to group processes. I the example above, the user has created a persoal folder ad copied process defiitios that she regularly starts. I additio to the mai Process Maager widow, the buttos show i Figure 5-17 appear o the mai toolbar. Because elik automates the startig of processes, oly the customize butto is useful. Makig elik Processes Work 5-31

166 5 Makig elik Processes Work Figure 5-17 Process Maager toolbar buttos Completig a process A process automatically completes whe the last task i the process is doe. You ca also force completio of a process. Whe you force process completio, tasks with either a Waitig or Ready status are skipped. Tasks that are Acquired are removed from the worker s list of tasks. Chages to documets are discarded, uless the worker checked i the documet before you forced the process to completio. You caot force a process to completio if aother user has acquired the root task. If you acquired the root task, or the root task is Activated or Waitig, you ca still complete the process. Istructios for Forcig a Process to Completio To force a process to completio: 1. I your Curret Processes folder, select the process you wat to complete. 2. Choose Process > Complete. The Complete Process dialog box appears, show i Figure Figure 5-18 The Complete Process dialog box 3. Click OK Makig elik Processes Work

167 Workig with Process Istaces 4. Whe the process has bee successfully completed, aother message box appears. Click OK to close the dialog box ad place the process i your Completed Processes folder. Deletig a complete process Whe a process is completed, it is moved ito your Completed Processes folder. The process remais i that folder util you delete it. Istructios for Deletig a Completed Process To delete a completed process: 1. Ope your Completed Processes folder. 2. Select the completed process you wat to delete. 3. Choose Process > Delete, or press the Delete key. The Delete Process dialog box appears, show i Figure Figure 5-19 The Delete Process dialog box 4. Click OK. The process is deleted from your Completed Processes folder ad ay persoal folder i which it is also stored. 5. Click Cacel to cacel deletig the process. Modifyig a process istace i progress You ca modify assigmets for tasks that have ot yet bee completed. These assigmets iclude: Roles to tasks ad pools to roles Makig elik Processes Work 5-33

168 5 Makig elik Processes Work Values of attributes for the process or tasks Notes to tasks Whe you modify a process, that process automatically suspeds. Whe you are doe modifyig the process, it automatically resumes. Istructios for Modifyig Parts of a Process To modify parts of a process: 1. Select the process you wat to modify i your Curret Processes folder. 2. Choose Process > Modify. The Modify Process dialog box appears, show i Figure Figure 5-20 The Modify Process dialog box 3. Whe you are doe modifyig the process, click Close. Suspedig ad resumig a process You ca susped ad resume a active process. (You caot susped a completed process.) Whe you susped a process, the status of all Ready tasks chages to Waitig. Whe you susped a process, all Ready tasks are removed from each worker s list of tasks. All Acquired tasks remai Acquired ad workers ca cotiue to work o those tasks Makig elik Processes Work

169 Workig with Process Istaces Whe you resume a process, tasks that had a status of Ready before you suspeded the process retur to a status of Ready, uless you modified the task to ot be Ready. Istructios for Suspedig a Process To susped a process: Select the process you wat to susped i your Curret Processes folder. Choose Process > Susped. The ico for the process idicates the process is suspeded. Istructios for Resumig a Process To resume a process: Select the suspeded process i your Curret Processes folder. Choose Process > Resume. The ico for the process idicates that the process is active. Viewig the status of a process You ca view the status of ay process i your Process Maager widow. Viewig the status of a process displays a widow with two paes. The left pae is the hierarchy pae, which displays the structure of the process. The right pae is the task pae; it displays the flow of the process at a sigle level i the process structure. For each task i the process, the task pae displays the task ame ad the status of the task. You ca display other iformatio about the tasks i the task pae, for example, the time completed. You ca also view details about idividual tasks i the process, which iclude the followig iformatio: Task status Role ad pool assigmets Name of the worker who acquired the task (if ay) Time task was completed if the task is doe Date ad Time task is due if a date was assiged Makig elik Processes Work 5-35

170 5 Makig elik Processes Work The Process Status widow adds a special butto to the toolbar, which allows you to chage the iformatio displayed above each task. Istructios for Viewig the Status of a Process To view the status of a process: Select a process i the Process Maager widow. Choose Process > View Status or double-click the process ame. The Process Status widow appears, show i Figure Figure 5-21 The Process Status widow Istructios for Viewig Other Levels of the Process To view other levels of the process: Select a task i the left pae. Do oe of the followig: Double-click o the task i the left (hierarchy) pae. Choose View > Expad or View > Collapse Makig elik Processes Work

171 Workig with Process Istaces Istructios for Chagig the Iformatio Displayed for Each Task To chage the iformatio displayed for each task: Choose View > Customize, or click the butto o the toolbar. The Task Ico Customize dialog box appears, show i Figure Select the attribute you wat to display i the Task Attributes listbox ad click OK. Figure 5-22 The Task Ico Customize dialog box Istructios for Viewig the Details of a Specific Task To view the details of a specific task: Select a task i the hierarchy pae. Choose Task > Show Details. The Task Details widow appears, show i Figure Whe you are doe viewig the iformatio, click OK to dismiss the dialog box. Figure 5-23 The Task Details dialog box Makig elik Processes Work 5-37

172 5 Makig elik Processes Work Istructios for Viewig the Properties of a Task To view the properties of a task: Select a task i the right pae of the Process Maager widow. Choose View > Properties. The Task Property Sheet appears i read-oly mode, show i Figure 5-24, allowig you to view but ot chage the task properties. Click Close to close the Property Sheet. Figure 5-24 The Task Property Sheet Usig folders to orgaize the Process Maager The Process Maager lets you orgaize your work eviromet: you ca use folders to orgaize your processes, ad you ca customize how your processes are displayed i a folder. The Process Maager widow icludes two stadard folders: Curret Processes ad Completed Processes. To help orgaize your work i the Process Maager, you ca: Create persoal folders 5-38 Makig elik Processes Work

173 Workig with Process Istaces Reame your persoal folders Fid ad add a process defiitio to a folder Move processes betwee folders Delete your persoal folders Delete idividual processes from folders Creatig persoal folders Istructios for Creatig a New Folder To create a ew folder: 1. Choose Folder > New. The New Process Folder dialog box appears, show i Figure Figure 5-25 The New Process Folder dialog box 2. Eter the ame for a folder ad click OK. The ew folder is created ad displayed i the hierarchy pae of the Process Maager widow. The ew folder is empty ad you ca fid ad add processes to the folder. 3. Click Cacel to cacel creatig the folder. Fidig ad addig process defiitios to folders You ca keep copies of process defiitios i Process Maager folders. You ca select these process defiitios to start ew processes, rather tha searchig for process defiitios each time you eed to start a process. Istructios for Fidig a Process Defiitio ad Addig It to a Folder To fid a process defiitio ad add it to a folder: Makig elik Processes Work 5-39

174 5 Makig elik Processes Work 1. Ope the folder to which you wat to add a process defiitio. 2. Choose Folder > Fid ad Add Process Defiitio. The Process Query dialog box appears, show i Figure Figure 5-26 The Process Query dialog box 3. I the Queries listbox, select the query you wat to ru. 4. Click Search, or double-click the query ame. A list of process defiitios appears i the Search Results listbox. 5. Select oe or more process defiitios from the Search Results listbox. 6. Click OK. If you selected just oe process defiitio, you ca double-click the process ame istead. The process defiitios appear i the ope folder. Istructios for Reamig a Folder To reame a folder: Select the folder you wat to reame. Choose Folder > Reame. The Reame Folder dialog box appears, show i Figure Eter a ew ame for your folder i the To box ad click OK Makig elik Processes Work

175 Workig with Process Istaces Figure 5-27 The Reame Process Folder dialog box Movig processes betwee folders You ca move processes betwee folders usig either of these methods: The Edit meu Drag-ad-drop With the Edit meu, you ca copy or move processes. With drag-ad-drop, you ca oly copy processes. You ca copy ad move processes freely betwee persoal folders. You ca also copy processes i the Curret Processes folder ad Completed Processes folder. However, you caot chage the cotets of the Curret Processes folder by movig a process ito or out of the folder. Nor ca you move a process ito the Completed Processes folder. Istructios for Copyig or Movig a Process with the Edit Meu To copy or move a process with the Edit meu: Select the process you wat to move. Choose Edit > Cut or Edit > Copy. Ope the folder to which you wat to move the process. Choose Edit > Paste. Istructios for Copyig a Process with Drag-ad-Drop To copy a process with drag-ad-drop: Ope the folder cotaiig the process you wat to copy. Move the cursor over the process ame ad press ad hold the left mouse butto. The cursor chages to a drag ico. Drag the process to the folder i which you wat to put the copy ad release the mouse butto. Makig elik Processes Work 5-41

176 5 Makig elik Processes Work Istructios for Deletig a Persoal Folder To delete a persoal folder: Select the folder you wat to delete. Choose Folder > Delete. Deletig processes from persoal folders You ca remove a process defiitio from a persoal folder, or you ca delete a process defiitio from the system. You must have the ecessary privileges to delete a process defiitio from the system. (If you created the process defiitio, you automatically have the privileges ecessary to delete it.) Istructios for Removig a Process Defiitio from a Persoal Folder To remove a process defiitio from a persoal folder: Ope the folder cotaiig the process defiitio you wat to remove ad select the process defiitio. Choose Edit > Cut. Istructios for Removig a Process Defiitio from a Persoal Folder ad Deletig It from the System To remove a process defiitio from a persoal folder ad delete it from the system: Ope the folder cotaiig the process defiitio ad select the process defiitio. Choose Process > Delete, or press the Delete key. Customizig how processes are displayed i folders You ca customize how processes are displayed i Process Maager folders by specifyig the order i which the processes are displayed ad what iformatio is displayed about them. You ca sort processes usig differet optios, such as the Process ower or the Time completed. Whe processes are sorted, they are displayed i groups. You ca also specify the iformatio that is displayed about each process, such as the process defiitio ame or status Makig elik Processes Work

177 Workig with Process Istaces Istructios for Orgaizig Your Process Display To orgaize your process display: 1. Choose View > Customize, or click the butto o the toolbar. The Customize Folder Display dialog box appears, show i Figure. Figure 5-28 The Customize Folder Display dialog box 2. To specify how the processes should be sorted, select oe of the items i the Order By listbox. 3. To specify what iformatio is displayed with a process, select oe or more items i the Display Iformatio listbox. 4. Click OK. The right pae of the Process Maager widow redisplays the list of processes based o what you selected i the Customize dialog box. Makig elik Processes Work 5-43

178 5 Makig elik Processes Work 5-44 Makig elik Processes Work

179 APPENDIX A Iterface File (*.IFCE) Referece This chapter is provided to assist you i usig iterface files. Iterface files are loaded ito the Mai Widow of the Process Desig Assistat as a alterative method for creatig a iterface. The other method of creatig a iterface is to iteractively create oe usig the tools i the Mai Widow. The followig sectios describe how to use iterface files: Overview Loadig ATMI Services Iterface File Example Overview elik provides you a meas to itegrate eterprise applicatios. A importat part of the itegratio process is the creatio of a iterface. I elik, a iterface is composed of a set of operatios to be performed o the applicatio to which you are iterfacig ad their associated iputs ad outputs. The defiitio for this iterface ca be recorded i a text (ASCII) file, ad that file ca be loaded ito the Process Desig Assistat Mai Widow. BEA elik Busiess Process Optio User s Guide A-1

180 A Iterface File (*.IFCE) Referece Loadig ATMI Services This sectio covers the techical details of what occurs whe you use the Load butto. Itroductio to the Iterface Loader You may have a eviromet with may ATMI services. Maually creatig these defiitios usig the Process Desig Assistat may ot be desirable. The iterface loader facility is a part of the Process Desig Assistat. This reads a formatted text file cosistig of ATMI service defiitios ad loads them ito the Cotract Repository Database. Note: ATMI services are kow as operatios i the Process Desig Assistat. About the Iterface File After the Loader has populated the Cotract Repository, you may edit services, create ew services, ad group services usig the Process Desig Assistat. See Usage i Chapter 3, Specifyig Busiess Service Cotracts, for iformatio about usig the Process Desig Assistat. The iterface file is a text file that defies services ad their associated parameters. The iterface loader loads the services defied i the iterface file ito the Cotract Repository usig the iterface file ame. If a load has bee performed, the iterface exists i the Cotract Repository. Sytax of the Iterface Files Each service defiitio cosists of properties ad parameters that have a set umber of parameter properties. Each property is represeted by a keyword ad a value. Keywords are divided ito two levels: Service-level A-2 BEA elik Busiess Process Optio User s Guide

181 Loadig ATMI Services Parameter-level Guidelies for Usig Keywords While usig the keywords, follow the guidelies i Table A-1. Table A-1 Guidelies for Usig Keywords Guidelie Each keyword must be followed by a equal sig (=) ad the value. Oly oe keyword is allowed o each lie. Ay lies ot havig a equal sig (=) are igored. Certai keywords oly accept a well defied set of values. The iput file may cotai multiple service defiitios. Each service defiitio cosists of multiple keywords ad values. Example Correct: type=strig Icorrect: type Correct: type=strig Icorrect: type=strig access=out Correct: type=strig Icorrect: type strig The keyword, access accepts these values: i, out, iout, oaccess service=inquiry <service keywords ad values> service=deposit <service keywords ad values> service=withdrawal <service keywords ad values> service=transfer <service keywords ad values> service=deposit export=true ibuf=fml32 outbuf=fml32 Keyword Order i the Iterface Loader Data File Keyword order must be maitaied withi the data files to esure a error-free trasfer durig the iterface load. BEA elik Busiess Process Optio User s Guide A-3

182 A Iterface File (*.IFCE) Referece The first keyword defiitio i the iterface loader data text file must be the iitial service=<name> keyword defiitio (show i Listig A-1). Followig the service=<name> keyword, all of the remaiig service keywords that apply to the amed service must be specified before the first param=<name> defiitio. These remaiig service keywords ca be i ay order. Refer to Table A-2 for a list of the service keywords ad values. Next, specify all the parameters associated with the service. Followig each of the param=<name> keywords are all the parameter keywords that apply to the amed parameter util the ext occurrece of a parameter defiitio. These remaiig parameter keywords ca be i ay order. Whe all the parameters associated with the first service are defied, specify a ew service=<name> keyword defiitio. Listig A-1 Correct Example of Hierarchical Order i a Data File service=<name> <service keyword>=<value> <service keyword>=<value> <service keyword>=<value> param=<name> <parameter keyword>=<value> <parameter keyword>=<value> param=<name> <parameter keyword>=<value> <parameter keyword>=<value> Usig Service-Level Keywords ad Values A service is equivalet to a operatio. A service defiitio must begi with the service= keyword. See Usage i Chapter 3, Specifyig Busiess Service Cotracts, for additioal iformatio about operatios. To review the service-level keywords ad values, see Table A-2. Table A-2 Service-Level Keywords ad Values Keyword Value service export Ay ATMI service ame true or false (default is false) A-4 BEA elik Busiess Process Optio User s Guide

183 Loadig ATMI Services Table A-2 Service-Level Keywords ad Values Keyword Value ibuf/outbuf Select oe of these buffer types: FML32 NONE Usig Parameter-Level Keywords ad Values A parameter begis with the param= keyword followed by a umber of parameter keywords util aother param or service keyword, or ed-of-file is ecoutered. The parameters ca be i ay order after the param keyword. See Usage i Chapter 3, Specifyig Busiess Service Cotracts, for more iformatio about parameters. To review the parameter-level keywords ad values, see Table A-3. Table A-3 Parameter-Level Keywords ad Values Keyword Values param type access cout Ay parameter ame byte short iteger float double strig carray i out iout oaccess Maximum umber of occurreces (default is 0). The value for ulimited occurreces is 0. Used oly by the Process Desig Assistat to format test screes. BEA elik Busiess Process Optio User s Guide A-5

184 A Iterface File (*.IFCE) Referece Troubleshootig If you ecouter ay problems usig the iterface loader utility, see Table A-4. Table A-4 Loader Troubleshootig Table If... The... the data file is ot foud check to esure that the path is correct Note: UNC path ames (of the form \\<computer ame>\path) are ot directly supported. To load iterface files from a remote drive, first map the drive to a local drive letter. the keyword is ivalid the value of the keyword is ull the value is ivalid the data type is ivalid check to esure that the keyword is valid for the package, service, or parameter type a value for the keyword check to esure that the value of a parameter is withi the allocated rage check to esure that the parameter is usig a valid data type Iterface File Example The followig is a example of a iterface file. It ca be used to load the iterface for the simple fuds trasfer example that is used throughout this guide. service=subtractiteger export=true ibuf=fml32 outbuf=fml32 param=integer_operand type=log access=i A-6 BEA elik Busiess Process Optio User s Guide

185 Iterface File Example cout=3 param=integer_result type=log access=out cout=2 service=additeger export=true ibuf=fml32 outbuf=fml32 param=integer_operand type=log access=i cout=3 param=integer_result type=log access=out cout=2 Iterface File Explaied Let us examie the first few lies of the sample iterface file ad explai each oe as we go. service=subtractiteger This lie specifies a operatio i the Busiess Iterface Widow called SubtractIteger. export=true If this lie is set to true, the SubtractIteger service is exported. Therefore, it ca be tested. ibuf=fml32 outbuf=fml32 These two lies set the iput ad output buffer types to FML32, the oly type allowed i elik. param=integer_operand This lie makes INTEGER_OPERAND a parameter of the SubtractIteger operatio. type=log BEA elik Busiess Process Optio User s Guide A-7

186 A Iterface File (*.IFCE) Referece This lie specifies that elemet INTEGER_OPERAND will be of the log iteger type. A elemet ca be specified as ay of the stadard C data types. it=iteger variable, log=log iteger, float=floatig poit variable, strig=strig variable. access=i This lie desigates parameter INTEGER_OPERAND as a iput. The choices for the access settig are i=iput, out=output, iout=iput/output. cout=3 This lie sets the Occurace variable for INTEGER_OPERAND to 3. A-8 BEA elik Busiess Process Optio User s Guide

187 APPENDIX B MATHAPP Tutorial & Referece MATHAPP is a simple mathematics applicatio package that is writte as ATMI services ad does t require that a exteral database be istalled. This appedix also provides you with a MATHAPP referece. The followig sectios provide you with a tutorial that uses MATHAPP to form a simplified fuds trasfer process: Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial MATHAPP Service Referece Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial The followig is a example of how a process flow is created. It follows from the example preseted i Chapter 1, elik Overview, ad is carried through the remaider of this user s guide. This example is simplified to allow the use of MATHSERV, a simple math applicatio that is provided with the elik Busiess Process Optio software. A workig process flow ca be created accordig to these istructios usig oly the istalled software. BEA elik Busiess Process Optio User s Guide B-1

188 B MATHAPP Tutorial & Referece Loggig O I this series of steps, you log o to the Process Desig Assistat. 1. Start the elik Process Desig Assistat. For istructios, see Startig the Process Desig Assistat i Chapter 3, Specifyig Busiess Service Cotracts. The BEA elik Busiess Process Optio opeig widow appears. Figure B-1 Process Desig Assistat Opeig Widow 2. Log o to the Process Desig Assistat. For istructios, see Loggig O to the Process Desig Assistat i Chapter 3, Specifyig Busiess Service Cotracts. Remember to set your logo optio defaults accordig to these istructios before loggig o for the first time. The Process Desig Assistat Busiess Iterface Widow appears. B-2 BEA elik Busiess Process Optio User s Guide

189 Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial Figure B-2 Busiess Iterface Widow Loadig a Iterface & Addig a Operatio I this series of steps, you set up the iterface to the applicatios coected to elik. The iterface cosists of a umber of cotracts. Cotracts are agreemets o iputs ad expected outputs to ad from elik ad the applicatios coected to elik. They are also referred to as operatios. You also add a operatio that will become the template for your process flow. 3. Import mathserv.fml (usig the Import butto). This file cotais the FML field defiitios eeded for MATHSERV. You must import a FML file for particular FML field defiitios, but you should do so oly oce to avoid overwritig subsequet chages to the operatio parameters (elemets). For istructios, see Importig FML Files i Chapter 3, Specifyig Busiess Service Cotracts. If mathserv.fml does ot appear o the list of Importable Files i the Import FML widow, see the README file for cofiguratio ad istallatio of the BEA elik Busiess Process Optio User s Guide B-3

190 B MATHAPP Tutorial & Referece MATHSERV applicatio. This README file ca be foud o your server i $TUXDIR/apps/mathapp. Figure B-3 Import FML Widow The imported FML fields will appear as elemets i the repository tree after refreshig the scree. These elemets are ow available for use i creatig operatios ad iterfaces. Operatios & iterfaces ca be created iteractively. However i this tutorial, we will load the iterface used by this tutorial. 4. Load SIMPLOPS.IFCE, the SimpleOps iterface, usig the Load butto. You will fid SIMPLOPS.IFCE i the Sample directory which is i the directory where you istalled the Process Desig Assistat cliet. For istructios, see Loadig Exterally Described Iterfaces i Chapter 3, Specifyig Busiess Service Cotracts. For a explaatio of SIMPLOPS.IFCE, how it works, ad its implicatios o the rest of the elik architecture, see Appedix A, Iterface File (*.IFCE) Referece. The Iterface Load Results dialog box appears ad lists the actios take to load the SIMPLOPS Iterface. Note: Because loadig a iterface may reset certai operatioal parameters, it should oly be doe oce for a particular iterface. As a alterative, you could iteractively create a iterface with the SUBTRACT_INTEGER ad ADD_INTEGER operatios i it. For istructios B-4 BEA elik Busiess Process Optio User s Guide

191 Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial i iteractively creatig a iterface, see the Usage sectio of Chapter 3, Specifyig Busiess Service Cotracts. 5. Wait util load is completed, the click OK. The SIMPLOPS iterface will appear i the Cotract Repository tree after refreshig it (File...Refresh). 6. Add a operatio accordig to the istructios i Addig Operatios i Chapter 3, Specifyig Busiess Service Cotracts. Call it SimpleTeller. Be sure to eter a ATMI ame of SimpleTeller. Iclude the INTEGER_OPERAND ad INTEGER_RESULTS elemets i it. Modify the SimpleTeller parameter INTEGER_RESULT by chagig its Passig Mode to out. For istructios i modifyig elemets, see Modifyig Parameters i Chapter 3, Specifyig Busiess Service Cotracts. 7. Make sure that the Occurrece attribute of INTEGER_OPERAND is set to 3 ad the Occurrece attribute of INTEGER_RESULTS is set to 2. If these attributes are ot set to these values, chage them as eeded. You caot chage the Occurrece attribute by modifyig it as a parameter. You must go to the list of elemets ad modify them as elemets. For istructios i modifyig these elemets, see Modifyig Elemets i Chapter 3, Specifyig Busiess Service Cotracts. Exportig & Testig Operatios The iterface ad operatio that you re creatig, exportig, ad testig will become the palette ad template for your process flow. The process flow directs ad drives your etire elik system. 8. Export the operatios withi the SIMPLOPS iterface if they are ot already exported. See the Export Istructios i Chapter 3, Specifyig Busiess Service Cotracts, for istructios. 9. Export the SimpleTeller operatio. See the Export Istructios i Chapter 3, Specifyig Busiess Service Cotracts, for istructios. 10. Test the SubtractIteger ad AddIteger operatios usig the test butto. For istructios, see Test Operatio Istructios i Chapter 3, Specifyig Busiess Service Cotracts. BEA elik Busiess Process Optio User s Guide B-5

192 B MATHAPP Tutorial & Referece Geeratig Palette & Template I this series of steps, you will geerate the palette ad template that will be used to form your process flow. You must use oly the geerated palette ad template to form your process flow because oly they have the ecessary compoets to form a proper elik process flow. 11. Select the ewly created SIMPLOPS iterface. the click o the Palette butto. The Palette Geeratio Results dialog appears. The log file displays i the dialog idicatig the actios performed to geerate the Palette from the selected iterface. For istructios, see Geeratig a Palette i Chapter 4, Desigig Busiess Processes. The Palette Geeratio Results widow appears displayig a list of geeratio actios. 12. Wait util the log is doe displayig, the select the OK butto. 13. Select operatio SimpleTeller, the the Template butto. The Template Geeratio Results widow appears displayig a list of geeratio actios. 14. Wait util the log is doe displayig, the select the OK butto. Movig to the Busiess Process Widow The Busiess Process Widow is the part of the elik Busiess Process Optio where you form your process flow. Be sure to use these istructios to move to the Busiess Process Widow. Usig these istructios esures the correct cofiguratio of your Busiess Process Widow. 15. Click o the Edit Flow butto to start the Busiess Process Widow. A logi dialog appears. 16. Click o the Logi butto to cofirm your logi to the Busiess Process database. There is o eed to chage ay of the etries i the logi dialog. The Busiess Process Widow appears. B-6 BEA elik Busiess Process Optio User s Guide

193 Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial Settig Up Your Process Flow The Busiess Process Widow allows you to form process flows from geerated palettes ad templates. Note: The oly process flows that will work i elik are those that are formed from geerated palettes ad templates. The first step i formig your process flows is to copy the tasks, which will be the elemets of your process flow, from your palettes to your templates. 17. Click o the Ope Process butto. The Process Query dialog appears. 18. Select All elik Palettes from the left widow, the the Search butto. A list of available palettes appears. 19. Select the ewly created Palette: SIMPLOPS, the the OK butto. Palette: SIMPLOPS appears i a Desig Pad widow. 20. Click o Ope Process butto. The Process Query dialog appears. 21. Select All elik Templates, the the Search butto. Available templates display i the right widow. 22. Select the SimpleTeller template geerated i the Process Desig Assistat, the the OK butto. The SimpleTeller template widow appears i a Desig Pad widow. The task pae of the template should be empty the first time you use it. 23. Select the SubtractIteger ico from the Palette widow, the choose Edit > Copy. 24. Activate the SimpleTeller Template widow by clickig i it, the choose Edit > Paste from the meu bar. This places the SubtractIteger object o the SimpleTeller Template's desig pad. As a alterative to Steps 23 ad 24, you ca drag the SubtractIteger ico from the palette s desig pad to the template s desig pad. For istructios, see BEA elik Busiess Process Optio User s Guide B-7

194 B MATHAPP Tutorial & Referece Copyig tasks betwee Desig Pad widows i Chapter 4, Desigig Busiess Processes. 25. Repeat steps 23 ad 24 twice but use the AddIteger ico istead. This places two AddIteger tasks o the SimpleTeller template. Modifyig Tasks ad Processes Tasks are geerated from operatios. Operatios become tasks durig palette geeratio whe they are give default parameter assigmets. I the followig steps, the tasks are improved by the additio of perform coditios, depedecies, ad the modificatio of parameter assigmets. 26. Add a depedecy from the SubtractIteger task to oe of the AddIteger tasks. For istructios, see Addig depedecies i Chapter 4, Desigig Busiess Processes. 27. Add aother depedecy from the SubtractIteger task to the other AddIteger task. 28. Modify the root level INTEGER_OPERAND attribute value. Its attribute value should be specified as follows (For more iformatio o modifyig attribute values, see Istructios for Settig a Attribute Value or Modifyig a Existig Value i Chapter 4, Desigig Busiess Processes. ): $JOB.BAL_ACT_1=INTEGER_OPERAND[0]; $JOB.TR_AMOUNT=INTEGER_OPERAND[1]; $JOB.BAL_ACT_2=INTEGER_OPERAND[2] Figure B-4 Modifyig Root Level INTEGER_OPERAND B-8 BEA elik Busiess Process Optio User s Guide

195 Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial 29. Modify the root level INTEGER_RESULT attribute value. Its attribute value should be specified as follows: INTEGER_RESULT[0]=$JOB.BAL_ACT_1; INTEGER_RESULT[1]=$JOB.BAL_ACT_2 Figure B-5 Modifyig Root Level INTEGER_RESULT 30. Modify the SubtractIteger INTEGER_OPERAND attribute value as follows: INTEGER_OPERAND[0]=$JOB.BAL_ACT_1; INTEGER_OPERAND[1]=$JOB.TR_AMOUNT 31. Modify the SubtractIteger INTEGER_RESULT attribute value as follows: $JOB.BAL_ACT_1=INTEGER_RESULT[0] 32. Modify the first occurace of the AddIteger INTEGER_OPERAND attribute value as follows: INTEGER_OPERAND[0]=$JOB.BAL_ACT_2; INTEGER_OPERAND[1]=$JOB.TR_AMOUNT 33. Modify the first occurace of the AddIteger INTEGER_RESULT attribute value as follows: $JOB.BAL_ACT_2=INTEGER_RESULT[0] BEA elik Busiess Process Optio User s Guide B-9

196 B MATHAPP Tutorial & Referece 34. Modify the secod occurace of the AddIteger INTEGER_OPERAND attribute value as follows: INTEGER_OPERAND[0]=$JOB.BAL_ACT_1; INTEGER_OPERAND[1]=$JOB.TR_AMOUNT 35. Modify the secod occurace of the AddIteger INTEGER_RESULT attribute value as follows: $JOB.BAL_ACT_1=INTEGER_RESULT[0] 36. Add a ew attribute BAL_ACT_1 with data type Iteger to the process level of the SimpleTeller process. For istructios, see Istructios for Addig a Attribute to be Used i a Perform Coditio i Chapter 4, Desigig Busiess Processes. 37. Add a perform coditio to the first occurace of your AddIteger task, so the itegers are added oly if the result of SubtractIteger is greater tha or equal to zero. The effect of this perform coditio is that the trasfer amout will oly be added to the secod accout balace if the first accout is ot overdraw by the SubtractIteger task. For istructios o addig a PerformCoditio, see Addig PerformCoditios to tasks i Chapter 5, Makig elik Processes Work. Here is the sytax of the Perform Coditio to be added: $JOB.BAL_ACT_1>=0 38. Add a perform coditio to the other AddIteger tasks, so the itegers are added oly if the result of SubtractIteger is less tha zero. The effect of this perform coditio is that the trasfer amout will be added back ito the first accout balace (hece, reversig the withdrawal) if the first accout is overdraw by the SubtractIteger (withdrawal) task. For istructios o addig a PerformCoditio, see Addig PerformCoditios to tasks i Chapter 5, Makig elik Processes Work. Here is the sytax of the Perform Coditio to be added: $JOB.BAL_ACT_1<0 Addig Your New Process to the Cofiguratio This series of steps adds your ew process to your elik Busiess Process Optio cofiguratio, so it ca be ru by the process ruer or starter processes. To do this you must edit your elik_bpo.cfg by addig the process ame, which is also called a service ame, to a SERVICE_LIST settig. B-10 BEA elik Busiess Process Optio User s Guide

197 Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial 39. Logo to your Busiess Process Optio server as the Busiess Process Optio admiistrator. Your server was istalled so that icadmi is both your user ame ad password. Your password has probably bee chaged sice istallatio, so check with your System Admiistrator to determie the admiistrator user ame ad password. 40. Chage directories to the directory where the elik Busiess Process Optio is istalled. The default path for this directory is /work1/ic/appdir 41. Edit the file elik_bpo.cfg by addig your ew process ame (i this case, it s SimpleTeller) to the SERVICE_LIST settig uder either the [Server=eProcRuer] settig group (suggested) or the [Server=eProcStarter] settig group. 42. Save elik_bpo.cfg ad exit your UNIX text editor. 43. Shutdow the server upo which you are chagig settigs with the commad tmshutdow -s <server ame> 44. Start up the server upo which you chaged settigs with the commad tmboot -s <server ame> Testig Your Process Flow Your process flow is tested i the same maer as testig ay operatio i the Busiess Iterface Widow. However, the coected applicatios, the elik Platform, the Data Itegratio Optio, ad the Busiess Process Optio ca all come ito play whe testig a process flow. 45. Exit from the Busiess Process Widow, the select the SimpleTeller Operatio. 46. Click o the Test butto. 47. Eter data i the data fields, the click OK. BEA elik Busiess Process Optio User s Guide B-11

198 B MATHAPP Tutorial & Referece Assigig Parameters to Implemet Process Flows Root Level Iput & Output This sectio is provided to explai the mechaics of the fuds trasfer tutorial from the previous sectio i more detail as the more high-level coceptual iformatio is preseted here. Figure B-6 shows iputs ad outputs to ad from the SimpleTeller process flow. This process flow implemets a simple fuds trasfer. It is cosidered a simplified trasfer because oly whole dollar amouts may be trasferred (parameters are of iteger type) ad because additio ad subtractio tasks are used i place of actual deposit ad withdrawal busiess services. Figure B-6 SimpleTeller Process Flow Iputs & Outputs We begi by lookig at the top level of the process defiitio. This level of the process is also kow as the Root Task. The process must kow the iput ad output iformatio preseted i Figure B-6 to execute the process correctly. The iput iformatio comig ito the process from the caller (INTEGER_OPERAND[*]) must be assiged to job-level attributes, ad the output job-level attributes must be assiged to the output goig out of the process as a reply to the caller. To do this (for the purposes of the fuds trasfer example), the followig must be assiged as the value of the root-level INTEGER_OPERAND attribute: $JOB.BAL_ACT_1=INTEGER_OPERAND[0]; $JOB.TR_AMOUNT=INTEGER_OPERAND[1]; $JOB.BAL_ACT_2=INTEGER_OPERAND[2] ad, the followig must be assiged as the value of the root-level INTEGER_RESULT attribute: B-12 BEA elik Busiess Process Optio User s Guide

199 Creatig a Simplified Fuds Trasfer Process Flow: a Tutorial INTEGER_RESULT[0]=$JOB.BAL_ACT_1; INTEGER_RESULT[1]=$JOB.BAL_ACT_2 Assigig these values to the root-level parameter attributes defies the iputs ad outputs to ad from the process at the process (root) level. The job-level attribute ames BAL_ACT_1, TR_AMOUNT, ad BAL_ACT_2 were arbitrarily created ad assiged ad each of them ca be ay strig of alpha-umeric (UPPERCASE) characters. It is suggested that they describe the fuctio they are to perform. For example, BAL_ACT_1 is short for Balace of Accout 1. Figure B-7 shows the Root Task properties scree with parameter assigmets made as specified above. Figure B-7 INTEGER_RESULT Root-Level Parameter Assigmets Task Level Iput & Output (SubtractIteger) Figure B-8 shows iputs ad outputs to ad from the SubtractIteger task. This task subtacts oe iteger from aother. It is used to simulate a withdrawal of fuds from a bak accout. BEA elik Busiess Process Optio User s Guide B-13