workflow services in oracle bpel pm 10.1.3

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1 Page 1 Dial-in: 888.283.3946 or +1.210.795.4773 passcode: bpel Press *1 at end to ask verbal questions During conf, use chat feature to ask questions The Oracle BPEL Process Manager BPEL + Human Workflow Feature Preview Webinar Series Kevin Clugage, [email protected] Product Director David Shaffer, [email protected] Director of Product Management, Oracle BPEL Process Manager Bhagat Nainani Director of Development, Oracle Integration Agenda Workflow Requirements BPEL as Workflow Engine Oracle Architecture BPEL4People New 10.1.3 Workflow Capabilities Demo Q&A and Comments

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Page 1: Workflow Services in Oracle BPEL PM 10.1.3

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Page 1

Dial-in: 888.283.3946 or +1.210.795.4773

passcode: bpel

Press *1 at end to ask verbal questionsDuring conf, use chat feature to ask questions

The Oracle BPEL Process Manager

BPEL + Human WorkflowFeature Preview Webinar Series

Kevin Clugage, [email protected] Director

David Shaffer, [email protected] of Product Management, Oracle BPEL Process Manager

Bhagat NainaniDirector of Development, Oracle Integration

Agenda• Workflow Requirements

• BPEL as Workflow Engine• Oracle Architecture

• BPEL4People

• New 10.1.3 Workflow Capabilities

• Demo

• Q&A and Comments

Page 2: Workflow Services in Oracle BPEL PM 10.1.3

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Workflow Services in Oracle BPEL PM 10.1.3

March 14, 2006

Bhagat NainaniDirector of Development

Oracle AS Integration

Composite Application requirements

Payment Processing

Schedule Delivery of Modem

Inventory Mgt

Manual

IT Setup

Customer

Exception Mgt

.NET

Portal

Web

SAP

Mainframe

Switches

Management Console

Reporting

Goals• Compress the total processing time (Real

Time)

• Connectivity to systems, services and people

• Better visibility (Auditing, Reporting)

• Ability to easily change the process

• Incremental roll out

There is a continuous need for enterprises to tie disparate applications and services into end-to-end process flows.

Page 3: Workflow Services in Oracle BPEL PM 10.1.3

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The Oracle BPEL Process Manager

Eclipse, JDeveloper

BPEL Designer

Data Transformation (XSLT, XQuery)

Enterprise Data Hub Data Virtualization, Data Synchronization

XML Web Services (Sync. and Async.)

Java Services (EJB ..)

Technology Adapters (JMS, AQ, File, FTP )

Identity Services (OID, LDAP, JAZN)

Rules and Decision Services

Enterprise Application Adapters (Oracle, PSFT, SAP ..)

Legacy System Adapters (CICS, IMS ..)

User Workflow

B2B AdapterRosettaNet, UCCNet

Application Server

BPEL PMADF

Portal

Integration Dashboard

EDI, AS2

People

Systems

Services

Partners

Notification Services (Mail, Wireless)

Comprehensive business process platform for connecting systems, services,people and partners

Human Workflow Services in BPEL Process Manager

BPEL

BPEL Human Workflow services enable you to interleave human interactions and connectivity to systems/services into a single end to end process flow

System Human

Page 4: Workflow Services in Oracle BPEL PM 10.1.3

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Human Workflow Requirements

Task assignment to Users, roles, groups

Task routing –various flow patterns and assignment rules

Notification to users/groups -Email, Voice, Pager, SMS …

Escalation and Delegation rules

Task History and Audit,Productivity Reports

Customizable Worklist, Task forms, attachments

Workflow Services – Exchange Patterns

“Worklist (tasks, forms, attachments, reports)”

“List work items”

“Complete task”

“Get weekly productivity report”

“Assign Task”

“Task Complete”

“Assign tasks to role or group (from directory)”

BPEL Process

“Flow patterns”, “Routing rules”

“Get Approvals”

“All Approvals Complete”

“Change routing”

BPEL Process

“Escalation and Delegation rules”

“Escalate Task”

“Task Resolved”

“Notify manager”

BPEL Process

Page 5: Workflow Services in Oracle BPEL PM 10.1.3

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• Introduced “Workflow Patterns”• Various task flows implemented using BPEL activities • Workflow services for

• Task assignment, routing, escalation etc.• Identity Management – OID, LDAP etc.• Notification via various channels (email, voice, pager..)

• Comprehensive Worklist• Cross platform support – workflow services run on

multiple application servers (Oracle, JBoss, BEA Weblogic & IBM Websphere)

Workflow Services with BPEL PM 10.1.2

New .task metadata file introduced..1. Task Configuration

• Task title, payload, outcomes, form, priority, expiration etc.

2. Routing Slip • Task Flow - Simple approval, sequential, parallel flow, ad-hoc workflow,

FYI task etc.• Assignment and routing policy

• Assign task to User/Group/Role

• Static or dynamic assignment

• Rules based on task outcome or payload content, title etc.

• Escalation, renewal, expiration criteria

3. Notification preferences• Notify assignee, creator, all participants etc of task status changes

4. Task Forms • Auto-generated JSP forms, custom JSF forms or XSL may be used to

render task data in worklist

Workflow Services with BPEL PM 10.1.3

Page 6: Workflow Services in Oracle BPEL PM 10.1.3

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Workflow as a Service

Worklist

Assign Task

TaskComplete

Human Workflow Service

(1) assign tasks to a user/role

(2) wait for task completion as part of an end to end process flow

Update Task

BPELProcess

WSDL Contract

10.1.3 BPEL PM – Human Workflow Services

Identity Service

(Users, Roles)

User Metadata Service(Rules, work queues )

Task Query Service(Task listing, Reporting )

Task AssignmentHistory/Audit

Notification Service(Email & wireless)

Task ManagementService(Task data, forms, Attachments)

Notification Channels

Email

AS Wireless

(Voice, SMS, Pager)

Identity Management

OID, LDAP, JAZNOracle DB

BPEL Process

Task Routing Service(Assignment,Dispatching)

Portal

Worklist

Email client

Workflow Services

Page 7: Workflow Services in Oracle BPEL PM 10.1.3

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Workflow Services – Task Flow

• Multiple patterns out-of-the-box• Simple Task Assignment

• Sequential workflow

• Parallel workflow (review/voting)

• Adhoc workflow

• FYI task

• Many variations - automatic escalation, renewal etc.• Tasks may be on renewed or escalated on expiration

• Reminders may be sent when tasks are about to expire

New in 10.1.3 • New Design time UI in 10.1.3 to model these patterns

• Completely parameterized tasks – no BPEL code generation

• Can mix-and-match above patterns to create complex patterns

• Pluggable Assignment Service

Task RoutingService

User Worklist

Task QueryService

• Worklist Application

• Customizable and extensible worklist

• Display tasks based on user profiles

• View My tasks, group tasks, tasks created by me, reportee tasks

• Search tasks based on priority, date, status, process etc.

• Task details

• Standard task attributes – title, assignee, status, comments etc.

• Task history – based on approval sequence and tracking fields

• Perform actions on task

• Update task data, attachments, flex fields

• Custom actions - approve, reject, defer etc – vary with type of task

• System actions – delegate, escalate, withdraw, renew, reassign etc.

• Adhoc routing

• Public API for all worklist operations – EJB, WSIF/Java, HTTP/SOAP

Page 8: Workflow Services in Oracle BPEL PM 10.1.3

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• Work Queues

• Standard work queues – high priority tasks, tasks due soon, new tasks etc

• Custom work queues - Users can define new work queues based on specific search criteria

• Proxy work queues – can grant access to other users to selected work queues. Other users can act on your behalf on those tasks

• Rules Integration

• User rules – can define custom delegation, auto-approval or vacation rules

• Group rules – can define auto-assignment rules for roles or groups -example round-robin, least-busy etc.

• Built-in reports

• Productivity reports, Cycle time reports, Unattended tasks report

• Improved Flex field mapping

• Can map specific payload attributes to flex fields for easy searching. custom views etc.

Worklist – New 10.1.3 features

User MetadataService

Task ManagementService

Identity Service

• Links up workflow service to user Directories

• Provides access to users or roles

• User privileges, group memberships

• User properties – contact info, organization hierarchy

• Types of users – end user, process owner, admin etc.

• Out of the box plug-ins for OID, LDAP, JAZN/File

• Can write Custom plug-in for other user/role repositories

New in 10.1.3

• Pluggable Authentication, Authorization and user/group lookup functions

• Multi-realm support

• Can point to multiple directory services from same BPEL server

IdentityService

Page 9: Workflow Services in Oracle BPEL PM 10.1.3

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Modeling workflow in the BPEL designer

Form(Payload display)

Notifications

Escalation rules

Task FlowSequential, parallel, Adhoc, FYI ,,,

Task DetailsTitle:Priority:Creator:Expiration Date:Outcomes:

Routing Slip(assignment policy)

Initiate

<receive>

assignTask

<invoke>

onTaskComplete

<receive>

Check

Outcome

setPayload

End

BPEL Process

JDeveloper

BPEL Designer

1. Model workflow pattern

2a. Automatically generates BPEL fragment

2b. Automatically configures Task and routing slip for Workflow Service

Workflow Service

Demo ….

Worklist and JDev workflow UI

Page 10: Workflow Services in Oracle BPEL PM 10.1.3

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Email

Demo Scenario – Help Desk Request Flow

Help Desk BPEL Process

Receive

Request

Get Ticket

Details

Notify

Customer

User Task

end

Human

Workflow

Assign tasks

Set Outcome

Receive

Response

HelpDesk App

JohnSteinbeck

Irving Stone

JamesCooper