workflow services in oracle bpel pm 10.1.3
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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
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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.
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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
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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
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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
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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
AS Wireless
(Voice, SMS, Pager)
Identity Management
OID, LDAP, JAZNOracle DB
BPEL Process
Task Routing Service(Assignment,Dispatching)
Portal
Worklist
Email client
Workflow Services
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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
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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
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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
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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