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Oracle® Fusion Middleware Modeling and Implementation Guide for Oracle Business Process Management
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Release 1 (11.1.1.6.0)
Part Number E15176-07
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Part I Introduction to Oracle BPM Studio
1
Oracle Business Process Management Suite Overview
1.1
Introduction to the Oracle Business Process Management Suite
1.2
Oracle BPM User Personas
1.3
Oracle BPM Suite Components
1.3.1
Process Modeling and Implementation
1.3.1.1
Oracle BPM Studio
1.3.1.2
Oracle Business Process Composer
1.3.1.3
Oracle Metadata Service (MDS) Repository
1.3.1.4
Oracle BPM Projects
1.3.2
Oracle BPM Run Time Components
1.3.2.1
Oracle BPM Engine
1.3.2.2
Oracle Human Workflow
1.3.2.3
Oracle Business Rules
1.3.2.4
Oracle WebLogic Application Server
1.3.2.5
Oracle Enterprise Manager
1.3.3
Oracle BPM Suite Process Participant Applications
1.3.3.1
Oracle Business Process Management WorkSpace
1.3.3.2
Oracle Business Process Management Process Spaces
1.3.4
Other Oracle BPM Suite Components
1.3.4.1
Process Analytics
1.3.4.2
Guided Business Processes
1.4
Oracle Business Process Analysis (BPA) Suite
1.5
Introduction to the Application Development Life Cycle
1.5.1
Process Modeling
1.5.2
Implementation
1.5.3
Deployment
1.5.4
Oracle BPM Run Time
1.6
Oracle BPM Use Cases
1.6.1
Use Case: Using BPM Studio to Create Project Templates
1.6.2
Use Case: Using BPM Studio to Model Processes and Deploy an Application
1.6.3
Use Case: Using Business Process Composer to Create Process Blueprints
1.6.4
Use Case: Using Business Process Composer to Revise Oracle Business Rules
1.6.5
Use Case: Using The Oracle BPA Suite to Model Your Business Processes
2
Overview of Business Process Design
2.1
Introduction to Business Process Management Notation (BPMN)
2.1.1
What is Business Process Management Notation (BPMN)
2.1.2
Business Processes
2.1.2.1
Process Instances
2.1.2.2
Process Tokens
2.1.3
Flow Objects
2.1.3.1
Tasks
2.1.3.2
Events
2.1.3.3
Gateways
2.1.3.4
Sequence Flows
2.1.4
Data Objects
2.2
Introduction to the Sales Quote Example Project
2.2.1
Breakdown of the Sales Quote Example
2.2.1.1
Initiate Sales Quote
2.2.1.2
Determine Business Practice Review
2.2.1.3
Approve Quote
2.2.1.4
Approvals Outcome
3
Introduction to Oracle BPM Studio
3.1
Overview of Oracle BPM Studio
3.1.1
Oracle BPM Studio Use Cases
3.1.2
Introduction to JDeveloper Roles
3.2
Overview of the Application Development Life Cycle
3.2.1
Introduction to Modeling, Implementation, and Deployment
3.2.2
Workflow: Modeling, Implementing, and Deploying an Application
3.2.3
Workflow: Creating Applications Based on Process Blueprints
3.2.4
Workflow: Creating Project Templates
3.2.5
Workflow: Integration between the Oracle BPM Suite and Oracle BPA
3.3
Introduction to the Oracle BPM Studio User Interface
3.3.1
Oracle BPM Project Navigator
3.3.2
Application Navigator
3.3.3
BPMN Process Editor
3.3.4
BPMN Component Palette
3.3.5
Property Inspector
3.3.6
Oracle BPM MDS Browser
3.3.7
Structure View
3.3.8
Thumbnail View
3.3.9
Simulation View
3.3.10
Log Window
3.3.11
Documentation Window
Part II
Using Oracle BPM Studio
4
Working with Projects and Project Templates
4.1
Introduction to Oracle BPM Projects
4.1.1
Introduction to Project Resources
4.1.2
Sharing Projects Between Oracle BPM Users
4.2
Creating and Working with Projects
4.2.1
How to Create a New Project
4.2.2
How to Open a Project from the File System
4.2.3
How to Export a Project
4.2.4
How to Import a Previously Exported Project
4.2.5
How to Edit Project Preferences
4.3
Introduction to Project Templates
4.3.1
Introduction to Edit Policies
4.3.1.1
Process Level Edit Policies
4.3.1.2
Activity Edit Policies
4.3.2
Using Data Objects and Variables in Project Templates
4.3.3
Using the Business Catalog in Project Templates
4.4
Working with Project Templates
4.4.1
How to Create a New Project Template
4.4.2
How to Create a Project Template from an Existing BPM Project
4.4.3
How to Set the Edit Policies for a Process in a Project Template
4.4.4
How to Set the Edit Policies for an Activity in a Project Template
4.5
Using the Oracle BPM Metadata Service (MDS) Repository
4.5.1
Introduction to the Oracle Metadata Service (MDS) Repository
4.5.2
Introduction to the Oracle BPM Metadata Service (MDS) Repository
4.5.3
Introduction to the Oracle BPM Metadata Service Browser
4.5.4
How to Configure a Connection to the Oracle BPM Metadata Service Repository
4.5.5
How to Refresh the Oracle BPM MDS Repository
4.5.6
How to Publish a Project or Project Template to Oracle BPM MDS
4.5.7
How to Checkout a Project in Oracle BPM MDS
4.5.8
How to Lock or Unlock a Project in Oracle BPM MDS
4.5.9
How to Display MDS Status Information of a Project
5
Working with Processes and the Process Editor
5.1
Getting Started with Processes
5.1.1
Introduction to Business Processes
5.1.1.1
Types of Processes
5.1.2
How to Create a New Business Process
5.1.3
How to Open a Business Process
5.1.4
How to Delete a Business Process
5.1.4.1
What You Need to Know About Deleting a Business Process
5.1.5
How to Edit Process Preferences
5.2
Introduction to the Process Editor
5.3
Working with Processes
5.3.1
How to Export a Process As an Image
5.3.2
How to Change the Highlight Level for Messages in a Process
5.3.3
How to Change the Zoom Level in a Process
5.3.4
How to Configure Layout Properties and Use a Grid in a Process
5.4
Working with Flow Objects in Your Process
5.4.1
How to Add Flow Objects from the Component Palette
5.4.2
How to Add Flow Objects from the Process Editor Toolbar
5.4.3
How to Add Flow Objects from a Context Menu
5.4.4
How to Edit Flow Object Properties
5.4.5
How to Display and Fix Errors or Warnings in Flow Objects
5.4.6
How to Mark and Unmark a Flow Object as Draft
5.4.7
How to Copy and Paste Flow Objects
5.4.8
How to Add and Use Sequence Flows
5.5
Working with Draft Processes
5.5.1
Introduction to Draft Processes
5.5.2
How to Mark a Flow Object as Draft
5.6
Documenting Your Process
5.6.1
Introduction to the Documentation Editor
5.6.2
How to Add Documentation to Your Process
5.7
Importing and Exporting Process Models
5.7.1
Importing Process Models into Oracle BPM
5.7.2
Exporting BPMN Processes to Oracle Tutor
Part III Modeling a Process
6
Modeling Business Processes with Oracle BPM
6.1
Using Swimlanes to Organize Your Process
6.1.1
Introduction to Roles
6.1.1.1
Roles in Context
6.1.2
Introduction to Swimlanes
6.1.2.1
Swimlanes in Context
6.1.3
Adding Roles and Swimlanes to Your Process
6.1.4
Sharing Roles Between Business Process Composer and BPM Studio
6.1.5
Introduction to the Update Task
6.2
Defining the Start and End Point of a Process
6.2.1
Introduction to Start and End Events
6.2.1.1
Default Start Events for Process Patterns and Subprocesses
6.2.1.2
Defining How a Process Instance is Triggered
6.2.1.3
Using Multiple Start Events in a Process
6.2.1.4
Using Multiple End Events in a Process
6.2.2
Introduction to the None Start Event
6.2.2.1
The None Start Event in Context
6.2.2.2
Data Associations
6.2.3
Introduction to the Message Start Event
6.2.3.1
The Message Start Event in Context
6.2.3.2
Using Process Input and Output Arguments
6.2.4
Introduction to the Signal Start Event
6.2.4.1
The Signal Start Event in Context
6.2.5
Introduction to the Timer Start Event
6.2.6
Introduction to the None End Event
6.2.6.1
The None End Event in Context
6.2.7
Introduction to the Error End Event
6.2.8
Introduction to the Message End Event
6.2.9
Introduction to the Terminate End Event
6.3
Adding User Interaction to Your Process
6.3.1
Introduction to Human Workflow
6.3.1.1
Introduction to Human Tasks
6.3.2
Introduction to The User Task
6.3.2.1
The User Task in Context
6.3.2.2
Using Interactive Activities
6.3.2.3
Using the User Task in Project Templates
6.3.3
Introduction to the Manual Task
6.3.3.1
The Manual Task in Context
6.4
Communicating With Other Processes and Services
6.4.1
Introduction to the Service Task
6.4.1.1
The Service Task in Context
6.4.1.2
Implementing Reusable Services in Project Templates
6.4.2
Introduction to the Notification Task
6.4.3
Introduction to the Call Activity
6.4.3.1
Reusable Processes
6.4.3.2
Behavior of the Call Activity When Calling a Reusable Process
6.4.4
Introduction to the Send Task
6.4.4.1
The Send Task in Context
6.4.5
Introduction to the Receive Task
6.4.5.1
The Receive Task in Context
6.4.5.2
Starting a Process with the Receive Task
6.4.6
Using the Send and Receive Tasks to Communicate Between Processes
6.4.7
Introduction to the Message Throw Event
6.4.8
Introduction to the Message Catch Event
6.4.9
Using Message Throw and Catch to Communicate Between Processes
6.5
Adding Business Logic Using Oracle Business Rules
6.5.1
Introduction to Oracle Business Rules
6.5.2
Introduction to the Business Rule Task
6.5.2.1
The Business Rule Task in Context
6.6
Controlling Process Flow Using Sequence Flows
6.6.1
Introduction to Sequence Flows
6.6.2
Introduction to Unconditional Sequence Flows
6.6.3
Introduction to Conditional Sequence Flows
6.6.4
Introduction to Default Sequence Flows
6.7
Controlling Process Flow Using Gateways
6.7.1
Introduction to Gateways
6.7.1.1
Split-Merge Pairs
6.7.2
Introduction to the Exclusive Gateway
6.7.2.1
The Exclusive Gateway in Context
6.7.2.2
Splitting and Merging Exclusive Gateways
6.7.3
Introduction to the Inclusive Gateway
6.7.3.1
Splitting and Merging Inclusive Gateways
6.7.4
Introduction to the Parallel Gateway
6.7.4.1
The Parallel Gateway in Context
6.7.4.2
Splitting and Merging Parallel Gateways
6.7.5
Introduction to the Complex Gateway
6.7.6
Introduction to the Event-based Gateway
6.7.6.1
Starting a Process with an Event-based Gateway
6.8
Controlling Process Flow Using Intermediate Events
6.8.1
Introduction to Intermediate Events
6.8.2
Introduction to the Timer Catch Event
6.8.3
Introduction to the Error Catch Event
6.9
Using Subprocesses to Organize Your Process
6.9.1
Subprocesses and Sequence Flows
6.9.2
Subprocesses in Context
6.9.3
Looping Subprocesses
6.10
Changing the Value of Data Objects in Your Process
6.10.1
Introduction to the Script Task
6.10.1.1
The Script Task in Context
6.11
Measuring Process Performance Using Measurement Marks
6.11.1
How to Add a Measurement Mark to a Process
6.12
Using Guided Business Processes to Set Project Milestones
6.12.1
Introduction to Guided Business Processes
6.12.1.1
Introduction to Activity Guides and Milestones
6.12.2
Working with Guided Business Processes
7
Modeling Your Organization
7.1
Introduction to Organizations
7.1.1
Introduction to the Organization Editor
7.2
Introduction to Roles
7.3
Introduction to Organizational Charts
7.3.1
Introduction to Organizational Units
7.3.2
Introduction to Calendars
7.3.3
Introduction to Holidays
7.4
Working with Roles
7.4.1
How to Create a New Role
7.4.2
How to Add Members to a Role
7.5
Working with Organizations
7.5.1
How to Create an Organizational Unit
7.5.2
How to Create a Calendar
7.5.3
How to Create Holidays
8
Handling Information in Your Process Design
8.1
Introduction to Handling Information in Your Process Design
8.1.1
Basic Data Objects versus Complex Data Objects
8.2
Introduction to Data Objects
8.2.1
Supported Data Types for Data Objects
8.2.2
Default Values
8.3
Working with Process Data Objects
8.3.1
How to Add a Process Data Object
8.3.2
How to Edit a Process Data Object
8.3.3
How to Delete a Data Object
8.3.4
How to Assign a Value to a Process Data Object
8.4
Introduction to Activity Instance Attributes
8.5
Working with Activity Instance Attributes
8.6
Introduction to Subprocess Data Objects
8.7
Working with Subprocess Data Objects
8.7.1
Adding a Data Object to a Subprocess
8.7.2
Editing a Data Object in a Subprocess
8.7.3
Deleting a Data Object from a Subprocess
8.8
Introduction to Project Data Objects
8.8.1
Business Indicators
8.8.2
Supported Data Types for Project Data Objects
8.9
Working with Project Data Objects
8.9.1
How to Add a Project Data Object
8.9.2
How to Edit a Project Data Object
8.9.3
How to Delete a Project Data Object
8.9.4
How to Assign a Value to a Project Data Object
8.10
Introduction to Arguments
8.11
Naming Conventions
8.12
Scope and Access
8.13
Introduction to Data Associations
8.13.1
Introduction to the Data Association Editor
8.14
Introduction to Transformations
8.15
Defining Transformations
8.15.1
How to Define a Transformation
8.15.2
What Happens When You Define a Transformation
9
Importing BPMN Processes from a BPA Repository
9.1
Introduction to Importing Processes from the BPA Repository
9.2
Creating a BPM Project from a BPA Project
9.2.1
How to Configure a BPA Project to Use It from Oracle BPM
9.2.2
How to Create a BPM Project from a BPA Project
9.2.3
How to Add a BPA Server
9.2.4
What Happens When You Create a BPM Project from a BPA Project
9.3
Merging Changes from an Updated BPA Model
9.3.1
How to Merge Changes from an Updated BPA Model
9.3.2
What Happens When You Merge the Changes from an Updated BPA Model
Part IV Analyzing Process Performance
10
Running Simulations in Oracle BPM
10.1
Introduction to Running Simulations in Oracle BPM
10.1.1
Simulation Models and Simulation Definitions
10.2
Creating Simulation Models
10.2.1
How to Create a Simulation Model from a Business Process
10.2.2
How to Create and Configure a Simulation Model
10.3
Configuring Boundary Events
10.4
Creating Simulation Definitions
10.4.1
How to Create a Simulation Definition
10.5
Running Simulations
10.5.1
How to Run a Simulation
10.5.2
What Happens When You Run a Simulation
10.5.3
Understanding the Simulation View
10.6
Analyzing the Results of a Simulation
10.6.1
How to Analyze the Results of a Simulation Using a Chart
10.6.2
How to Generate a Simulation Report
10.6.3
What Happens when You Generate a Simulation Report
11
Using Process Analytics
11.1
Introduction to Process Analytics
11.1.1
Process and Activity Performance Metrics
11.1.2
Workload Metrics
11.1.3
Human Resource Metrics
11.2
Typical Process Analytics Workflow
11.3
Configuring Projects, Processes and Activities to Generate Sampling Points
11.3.1
How to Configure the Sampling Point Generation of a Project
11.3.2
What Happens When You Configure a Project To Generate Sampling Points
11.3.3
How to Configure the Sampling Point Generation for a Process
11.3.4
What Happens When You Configure the Sampling Point Generation for a Process
11.3.5
How to Configure the Sampling Point Generation for an Activity
11.3.6
What Happens When You Configure the Sampling Points for an Activity
11.4
Adding Business Indicators to Projects
11.4.1
How to Add a Business Indicator to a Project
11.4.2
What Happens When You Add a Business Indicator to a Process
11.5
Adding Measurement Marks to Processes
11.5.1
How to Add Single Measurement Marks to a Process
11.5.2
What Happens When You Add a Single Measurement to a Process
11.5.3
How to Measure a Business Indicator in a Process Section Using Measurement Marks
11.5.4
What Happens When You Measure a Business Indicator in a Process Section Using Measurement Marks
11.6
Adding Counters to the Activities in a Process
11.6.1
How to Add a Counter Mark to an Activity in a Process
11.6.2
What Happens When You Add a Counter Mark to an Activity in a Process
11.6.3
How to Delete a Counter Mark
11.6.4
What Happens When You Delete a Counter Mark
11.7
Defining Analytics View Identifier
11.7.1
How to Define the Analytics View Identifier
11.8
Configuring Cubes Generation in a Project
11.8.1
BPM Process Cubes
11.8.2
How to Configure BPM Process Cubes Generation in a Project
11.8.3
What Happens When You Enable BPM Process Cubes in a Project
11.9
Enabling Oracle BAM in a Project
11.9.1
How to Enable Oracle BAM in a Project
11.9.2
What Happens When You Enable Oracle BAM
Part V Working with Business Components
12
Using the Business Catalog
12.1
Introduction to the Business Catalog
12.1.1
Non-Synthesized Components
12.1.2
Synthesized Components
12.1.3
Adding Components to the Business Catalog
12.1.4
Using Modules to Organize Business Components
12.1.4.1
Predefined Modules
12.2
Adding a New Module
12.2.1
How to Add a New Module
12.2.2
What Happens When You Add a New Module
12.3
Deleting a Module
12.3.1
How to Delete a Module
12.3.2
What Happens When You Delete a Module
12.4
Customizing Synthesized Types
12.4.1
How to Customize a Synthesized Type
12.4.2
What Happens When You Customize a Synthesized Type
13
Modeling Business Objects
13.1
Introduction to Business Objects
13.1.1
Types of Business Objects
13.1.2
Benefits of Modeling Using Business Objects
13.1.3
Naming Conventions for Business Objects
13.2
Working with Business Objects
13.2.1
How to Add a Business Object
13.2.2
What Happens When You Add a Business Object
13.2.3
How to Modify a Business Object
13.2.4
How to Delete a Business Object
13.2.5
What Happens When You Delete a Business Object
13.2.6
How to Document a Business Object
13.2.7
What Happens When You Document a Business Object
13.3
Using a Business Object in a Process
13.3.1
How to Use a Business Object in a Process
13.3.2
What Happens When You Use a Business Object in a Process
13.4
Adding Business Objects Based on a XML Schema Element or Type
13.4.1
How to Add a Business Object Based on a XML Schema Element or Type
13.4.2
What Happens When You Create a Business Object Based on an XML Schema Element or Type
13.4.3
How to add an XML Schema to Your BPM Project
13.4.4
What Happens When You Add a Schema File to Your Project
13.5
Introduction to Business Object Attributes
13.5.1
Supported Data Types for Business Object Attributes
13.5.2
Naming Conventions for Business Object Attributes
13.6
Working with Business Object Attributes
13.6.1
How to Add a Business Object Attribute
13.6.2
How to Delete a Business Object Attribute
13.6.3
How to Document a Business Object Attribute
13.6.4
What Happens When You Document a Business Object Attribute
13.7
Sharing Business Objects
13.7.1
How to Export a Business Object
13.7.2
How to Export Multiple Business Objects and Exceptions
13.7.3
How to Import Business Objects from a File
14
Working with Human Tasks
14.1
Introduction to Human Tasks in BPM
14.2
Using Human Task Patterns in Oracle BPM
14.3
Updating User Tasks Using Update Tasks
14.3.1
Update Task Operations
14.3.2
How to Update a User Task Using Update Tasks
14.3.3
How to Configure Update Tasks
15
Working with Services and References
15.1
Introduction to Services and References
15.1.1
Introduction to Services
15.1.2
Introduction to References
15.1.3
Introduction to Callbacks
15.2
Introduction to Service Adapters in Oracle BPM
15.3
Introduction to Oracle Mediator in Oracle BPM
15.4
Introduction to BPEL Processes in Oracle BPM
15.5
Using Services in Oracle BPM
15.6
Using References in Oracle BPM
15.7
Customizing Services and References
15.7.1
How to Customize a Service or a Reference
15.7.2
How to Customize an Operation
15.7.3
What Happens When You Customize a Service or a Reference
16
Using Business Rules
16.1
Introduction to Business Rules in Oracle BPM
16.1.1
Using Business Rules in a BPMN Process
16.2
Assigning an Existing Business Rule to a Business Rule Task
16.2.1
How to Assign an Existing Business Rule to a Business Rule Task
16.2.2
What Happens When You Assign an Existing Business Rule to a Business Rule Task
16.2.3
How to Edit the Business Rule Associated to a Business Rule Task
16.3
Creating a Business Rule from Oracle BPM Studio
16.3.1
How to Create a Business Rule from Oracle BPM Studio
16.3.2
How to Add Input and Output Arguments When Creating a Business Rule Component
16.3.3
How to Configure the Advanced Properties When Creating a Business Rule Component
16.3.4
What Happens When You Create a Business Rule Task from Oracle BPM
17
Sending Notifications
17.1
Introduction to Notifications
17.2
Sending E-Mail Notifications
17.2.1
How to Send an E-Mail Notification
17.2.2
How to Configure E-Mail Notification General Properties
17.2.3
How to Configure E-Mail Notification Content Properties
17.2.4
How to Configure E-Mail Notification Attachment Properties
17.2.5
How to Configure E-Mail Notification Header Properties
17.3
Sending a User Notification
17.3.1
How to Send a User Notification
17.3.2
How to Configure User Notification General Properties
17.3.3
How to Configure User Notification Properties
17.4
Sending an SMS Notification
17.4.1
How to Send an SMS Notification
17.4.2
How to Configure SMS Notification General Properties
17.5
Sending a Voice Notification
17.5.1
How to Send an Voice Notification
17.5.2
How to Configure Voice Notification General Properties
17.6
Sending an IM Notification
17.6.1
How to Send an IM Notification
17.6.2
How to Configure IM Notification General Properties
Part VI Controlling the Process Flow
18
Controlling the Process Flow
18.1
Introduction to Controlling the Process Flow
18.1.1
Gateways
18.1.2
Timer Events
18.1.3
Errors
18.1.4
Message Events
18.1.5
Send and Receive Tasks
18.1.6
Loop Markers
18.1.7
Multi-Instance Loop Markers
18.2
Introduction to Loop and Multi-Instance Markers in Subprocesses
18.2.1
How to Configure Loop Markers
18.2.2
How to Configure Multi-Instance Markers
19
Adding Delays, Deadlines, and Time Based Cycles to Your Process
19.1
Introduction to Timer Events
19.2
Adding a Delay to the Process Flow
19.2.1
How to Add a Delay to the Process Flow
19.2.2
What Happens When You Add a Delay to the Process Flow
19.3
Designing a Process to Start Based on a Time Condition
19.3.1
How to Design a Process to Start Based on a Time Condition
19.3.2
What Happens When You Design a Process to Start Based on a Time Condition
19.4
Configuring a Deadline for an Activity
19.4.1
How to Configure a Deadline for an Activity
19.4.2
What Happens When You Configure a Deadline for an Activity
19.5
Configuring a Deadline for a BPMN Process
19.5.1
How to Configure a Deadline for a BPMN Process
19.5.2
What Happens When You Configure a Deadline for a BPMN Process
19.6
Running Additional Activities
19.6.1
How to Run Additional Activities While an Activity is Running
19.6.2
What Happens When You Run Additional Activities While an Activity is Running
19.6.3
How to Run Additional Activities While a Process is Running
19.6.4
What Happens When You Run Additional Activities While a Process is Running
19.7
Configuring Timer Events
19.7.1
How to Configure a Timer Event To Use a Specific Date and Time
19.7.2
What Happens When You Configure a Timer Event to Use a Specific Date and Time
19.7.3
How to Configure a Timer Event to Use an Interval
19.7.4
What Happens When You Configure a Timer Event to Use an Interval
20
Handling Errors
20.1
Introduction to Error Handling
20.1.1
Handling Errors Using Exceptions
20.2
Using Business Exceptions
20.3
Using System Exceptions
20.4
Typical Flow of an Exception
20.4.1
Typical Flow of an Exception Thrown in a Task
20.4.2
Typical Flow of an Exception in a Subprocess
20.4.3
Typical Flow of an Exception in a Reusable Process
20.5
Handling Exceptions in a Business Process
20.5.1
How to Handle an Exception Using a Boundary Error Catch Event
20.5.2
What Happens When You Handle an Exception Using a Boundary Catch Event
20.5.3
How to Handle an Exception Using an Event Subprocess
20.5.4
What Happens When You Handle an Exception Using an Event Subprocess
20.5.5
How to Configure an Error Event to Catch Business Exceptions
20.5.6
How to Configure a Catch Event to Catch System Exceptions
20.6
Throwing Exceptions in Subprocesses or Reusable Processes
20.6.1
How to Throw an Exception
20.6.2
What Happens When You Throw an Exception
20.6.3
How to Create a Business Exception
20.6.4
What Happens When You Create a Business Exception
20.6.5
How to Configure the ErrorInfo Attribute in a Business Exception
20.7
Handling Exceptions in Subprocesses
20.8
Handling Errors in a Peer Process Using Message Events
20.8.1
How to Handle Errors in a Peer Process Using Message Events
20.8.2
What Happens When You Handle Errors in a Peer Process Using Message Events
20.9
Handling Fault Policies in a BPM Process
20.9.1
How to Handle a Fault Policy in a BPM process
20.9.2
What Happens When You Handle a Fault Policy Error Using Exceptions
21
Communicating With Other BPMN Processes and Services
21.1
Introduction to Communication with Other BPMN Processes and Services
21.1.1
Introduction to Synchronous and Asynchronous Operations
21.2
Communicating With Other BPMN Processes and Services Using Message Events
21.3
Using Message Events to Invoke Asynchronous Services and Asynchronous BPMN Processes
21.3.1
How to Invoke Asynchronous Service Operation Using Message Events
21.3.2
How to Receive the Callback Operation of an Asynchronous Service Using Message Events
21.3.3
What Happens When You Invoke an Asynchronous Service Operation Using Message Events
21.3.4
How to Invoke an Asynchronous BPMN Process Operation Using Message Events
21.3.5
How to Invoke the Callback Operation of an Asynchronous BPMN Process Using Message Events
21.3.6
What Happens When You Invoke an Asynchronous BPMN Process Using Message Events
21.4
Using Message Events Configured as Boundary Events
21.5
Using Service Tasks to Invoke Synchronous Operations in Services and BPMN Processes
21.5.1
How to Invoke a Synchronous Service Operation Using a Service Task
21.5.2
What Happens When You Invoke a Synchronous Service Operation Using a Service Task
21.5.3
How to Invoke a Synchronous BPMN Process Operation Using a Service Task
21.5.4
What Happens When You Invoke a Synchronous BPMN Process Operation Using a Service Task
21.6
Communicating With Other BPMN Processes and Services Using Send and Receive Tasks
21.7
Using Send and Receive Tasks to Invoke Asynchronous Services and Asynchronous BPMN Processes
21.7.1
How to Use a Send Task to Invoke an Asynchronous Service Operation
21.7.2
How to Use the Receive Task to Invoke the Callback Operation of an Asynchronous Service
21.7.3
What Happens When You Invoke an Asynchronous Service Using Send and Receive Tasks
21.7.4
How to Use the Send Task to Invoke an Asynchronous BPMN Process Operation
21.7.5
How to Use a Receive Task to Invoke the Callback Operation of an Asynchronous BPMN Process
21.7.6
What Happens When You Invoke an Asynchronous BPMN Process Using Send and Receive Tasks
21.8
Introduction to Invoking a Process Using Call Activities
21.9
Invoking a Process Using Call Activities
21.9.1
How to Invoke a Process Using Call Activities
21.10
Introduction to Communication Between Processes Using Signal Events
21.11
Communicating Between Processes Using Signal Events
21.11.1
How to Broadcast a Signal to Multiple Processes
21.11.2
What Happens When You Broadcast a Signal
21.11.3
How to Configure Your Process React to a Specific Signal
21.11.4
What Happens When You Configure a Process To React to a Specific Signal
22
Defining the Process Interface
22.1
Defining the Process Interface
22.2
Using Message Events to Define the BPMN Process Interface
22.2.1
Using Message Events to Define the Callback Interface for BPMN Processes
22.3
Using Message Events to Define Asynchronous Operations in a BPMN Processes
22.3.1
How to Configure the Start Operation of a BPMN Process as Asynchronous Using Message Events
22.3.2
How to Define a Callback Operation Using Message Events
22.3.3
What Happens When You Configure a BPMN Process Start Operation as Asynchronous Using Message Events
22.3.4
How to Add an Asynchronous Operation to a BPMN Process Interface Using Intermediate Message Events
22.3.5
What Happens When You Add an Asynchronous Operation to a BPMN Process Interface Using Message Events
22.4
Using Message Events to Define a Synchronous Operation in a BPMN Processes Interface
22.4.1
How to Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
22.4.2
How to Configure the End Event of a Synchronous Process
22.4.3
What Happens When You Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
22.5
Using Message Events with an Interface from the Business Catalog to Define Your Process Interface
22.5.1
How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Message Start and Catch Events
22.5.2
How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Message Events
22.5.3
What Happens When You Use an Interface from the Business Catalog to Define an Operation
22.6
Defining the BPMN Process Interface Using Send and Receive Tasks
22.6.1
Defining the Callback Interface for BPMN Processes Using a Send Task
22.7
Defining Asynchronous Processes Operations Using Send and Receive Tasks
22.7.1
How to Define an Asynchronous Process Operation Using Send and Receive Tasks
22.7.2
How to Add an Asynchronous Process Operation to the Process Interface Using a Receive Task
22.7.3
How to Define a Callback Process Operation Using a Send Task
22.7.4
What Happens When You Define an Asynchronous Operation Using Send and Receive Tasks
22.8
Using Send and Receive Tasks to Define a Synchronous Operation in a BPMN Process
22.8.1
How to Configure a Process Operation as Synchronous Using Send and Receive Tasks
22.8.2
What Happens When You Define a Synchronous Operation Using Send and Receive Tasks
22.9
Using Send and Receive Tasks with an Interface from the Business Catalog to Define Your Process Interface
22.9.1
How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Send and Receive Tasks
22.9.2
How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Send and Receive Tasks
22.9.3
What Happens When You Use Send and Receive Tasks with an Interface from the Business Catalog to Define an Operation
22.10
Defining the Process Input and Output
22.10.1
How to Add Input and Output Arguments to a BPMN Process
22.10.2
How to Edit the Input and Output Arguments of a BPMN Process
22.10.3
How to Delete an Input or Output Argument of a BPMN Process
23
Communicating Business Processes Using Correlations
23.1
Introduction Correlations
23.2
Understanding the Components of a Correlation
23.3
Typical Design Workflow
23.4
Defining Correlations for a BPMN Element
23.4.1
How to Define a Correlation for a Flow Object
23.4.2
How to Define a Correlation Using Simple Mode
23.4.3
How to Define a Correlation Using Advanced Mode
23.5
Creating Correlations Keys
23.5.1
How to Create a Correlation Key
23.5.2
How to Configure a Correlation Key
24
Defining Conversations
24.1
Introduction to Conversations
24.1.1
Defining the Default Conversation
24.2
Understanding the Different Types of Conversations
24.3
Creating Conversations
24.3.1
How to Create a Conversation
24.3.2
Changing the Project Default Conversation
24.4
Defining Conversations for a BPMN Element
24.4.1
How to Define a Conversation for a BPMN Element
24.4.2
What Happens When You Define a Conversation for a BPMN Element
24.5
Viewing the Collaboration Diagram
24.5.1
How to View the Collaboration Diagram
24.5.2
How to Hide a Collaboration
24.5.3
How to Show a Collaboration
25
Writing Expressions
25.1
Introduction to Expressions in Oracle BPM
25.2
Writing Conditions in Conditional Sequence Flows
25.2.1
How to Implement a Conditional Sequence Flow
25.3
Writing Expressions in Complex Gateways
25.3.1
How to Implement a Complex Gateway
25.4
Writing Expressions in Timer Events
25.4.1
How to Use an Expression in a Timer Event
25.5
Writing Expressions in Data Associations
25.5.1
How to Use an Expression in a Data Association
25.6
Writing Conditions in Loop and Multi-Instance Markers in Subprocesses
25.6.1
How to Configure Loop Markers
25.6.2
How to Configure Multi-Instance Markers
25.7
Writing Expressions and Conditions Using the Simple Expression Builder
25.7.1
How to Use a Data Object in an Expression
25.7.2
How to Use a Function in an Expression
25.8
Simple Expression Builder Supported Operators
25.8.1
Operators Precedence
25.9
Simple Expression Builder Supported Functions
25.9.1
String Functions
25.9.1.1
length
25.9.1.2
concatenation
25.9.1.3
contains
25.9.1.4
startsWith
25.9.2
Numeric Functions
25.9.2.1
floor
25.9.2.2
ceil
25.9.2.3
round
25.9.2.4
abs
25.9.3
DateTime and Interval Functions
25.9.3.1
now
25.9.3.2
addition
25.9.3.3
subtraction
25.9.3.4
year
25.9.3.5
month
25.9.3.6
day
25.9.3.7
hours
25.9.3.8
minutes
25.9.3.9
seconds
25.9.3.10
timezone
25.10
Writing Expressions Using the XPath Expression Builder
25.10.1
How to Add a Variable to an XPath Expression
25.10.2
How to Use a Function in an XPath Expression
25.11
Using Arrays
25.11.1
Accessing an Attribute of an Element Within an Array
25.11.2
Obtaining the Length of an Array
25.12
Using Literals
25.12.1
Using String Literals
25.12.2
Using Time Literals
25.12.3
Using Interval Literals
25.12.4
Using Array Literals
25.13
XPath BPM Extension Functions
25.13.1
getActivityInstanceAttribute
25.13.2
getDataInput
25.13.3
getDataObject
25.13.4
getDataOutput
25.13.5
getGatewayInstanceAttribute
25.13.6
getProcessInstanceAttribute
26
Using SOA Composites with BPM Projects
26.1
Introduction to SOA Composites
26.1.1
Understanding the Relationship Between SOA Composites and SOA Components
26.1.2
Working with SOA Components
26.1.3
BPMN Process in SOA Composites
26.1.4
How Do BPMN Errors Affect the SOA Composite Status
26.2
Opening the SOA Composite in a BPM Project
26.2.1
How to Open the SOA Composite in a BPM Project
26.3
Opening BPMN Processes from the SOA Composite in a BPM Project
26.3.1
How to Open a BPMN Process from the SOA Composite in a BMP Project
26.4
Adding a BPMN Process from the SOA Composite Editor
26.4.1
How to Add a BPMN Process from the SOA Composite Editor
26.4.2
What Happens When You Add a BPMN Process from the SOA Composite Editor
26.5
Integrating with BPEL Processes Using the SOA Composite
26.6
Adding a BPMN Process as a Partner Link in a BPEL Process
26.6.1
How to Add a BPMN Process as a Partner Link in a BPEL Process
26.6.2
What Happens When You Add a BPMN Process as a Partner Link in a BPEL Process
26.7
Connecting to a BPMN Process Using Web Services
26.8
Building a BPM Project
26.8.1
How to Build a BPM Project
26.8.2
What Happens When You Build a BPM Project
Part VII Using Human Interaction Components
27
Designing Human Tasks in Oracle BPM
27.1
Introduction to Designing Human Tasks in Oracle BPM
27.1.1
Typical Design Workflow
27.2
Creating a Human Task from Oracle BPM Studio
27.2.1
How to Create a Human Task from Oracle BPM Studio
27.2.2
How to Configure the Outcome of a Human Task
27.2.3
How to Add a Parameter to Human Task
27.2.4
How to Configure the Outcome Target of a Human Task
27.2.5
What Happens When You Create a Human Task from Oracle BPM Studio
27.3
Editing a Human Task from Oracle BPM Studio
27.3.1
How to Edit a Human Task Using the User Task Properties Dialog
27.4
Creating a Human Task from the SOA Composite Editor
27.4.1
How to Create a Human Task from the SOA Composite Editor
27.4.2
What Happens When You Create a Human Task from the SOA Composite Editor
27.5
Implementing a User Task with an Existing Human Task
27.5.1
How to Implement a User Task With an Existing Human Task
27.5.2
What Happens When You Implement a User Task With an Existing Human Task
27.5.3
How to Associate the Process Payload to the Human Task Payload
27.6
Editing a Human Task Using the Human Task Editor
27.6.1
How to Edit a Human Task Using the Human Task Editor
27.7
Configuring a Human Task Using the Human Task Editor
27.7.1
How to Specify an E-mail Address for the Recipient of a Notification
27.7.2
How to Configure Oracle UCM Repository to Store Task Attachments
28
Working with Guided Business Processes
28.1
Introduction to Guided Business Processes
28.1.1
Guided Business Process Design Time Architecture
28.1.2
Components of a Guided Business Process
28.1.3
Guided Business Process Run-Time Architecture
28.1.3.1
Client Tier
28.1.3.2
Business Logic Tier
28.1.3.3
Data Tier
28.2
Guided Business Process Use Cases
28.2.1
Online Public Sector Form Processing
28.2.2
Online Loan Application Procedure
28.3
Standards and Guidelines for Working with Guided Business Processes
28.4
The Typical Flow of Developing a Guided Business Process
28.5
Introduction to Developing a Guided Business Process
28.6
Developing a BPMN Guided Business Process
28.6.1
How to Develop a BPMN Guided Business Process
28.6.2
What Happens When You Develop a BPMN Guided Business Process
28.6.3
How to Add a New Milestone to a Guided Business Process
28.6.4
What Happens When You Add a Milestone to a Guided Business Process
28.6.5
How to Add a User Task to a Milestone
28.6.6
What Happens When You Add a User Task to a Milestone
28.6.7
How to Move a User Task to Another Milestone
28.6.8
What Happens When You Move a User Task to Another Milestone
28.6.9
How to Order the Milestones in a BPMN Guided Business Process
28.6.10
What Happens When You Order the Milestones in a Guided Business Process
28.6.11
How to Delete a Task from a Guided Business Process
28.6.12
What Happens When You Delete a Task from a Guided Business Process
28.6.13
How to Delete a Milestone
28.6.14
What Happens When You Delete Milestone
28.6.15
How to Configure an Optional Task
28.6.16
What Happens When You Configure an Optional Task
28.6.17
How to Configure a Parallel Task Flow in a BPMN Guided Business Process
28.6.18
How to Branch the Task Flow in a BPMN Guided Business Process
28.6.19
How to Configure a Task to Display a Blocked Icon
28.6.20
What Happens When You Configure a Task to Display a Blocked Icon and Message
28.6.21
How to Configure an Icon for a Guided Business Process
28.6.22
What Happens When You Configure an Icon for a Guided Business Process
28.6.23
How to Configure an Icon for a Milestone
28.6.24
What Happens When You Configure an Icon for a Milestone
28.6.25
How to Configure the Display Mode for a Guided Business Process
28.6.26
What Happens When You Configure the Display Mode for a Guided Business Process
28.6.27
How to Configure the Display Mode for a Milestone
28.6.28
What Happens When You Configure the Display Mode for a Milestone
28.6.29
How to Configure the Display Mode for a User Task
28.6.30
What Happens When You Configure the Display Mode for a User Task
28.6.31
How to Configure the Task Access Mode for a Guided Business Process
28.6.32
What Happens When You Configure the Task Access Mode for a Guided Business Process
28.6.33
How to Localize a BPMN Guided Business Process
28.6.34
How to Localize a Milestone
28.6.35
How to Localize a User Task
28.6.36
What Happens When You Localize a Guided Business Process
28.7
Configuring Activity Guide Properties
28.8
Deploying an Guided Business Process to Oracle Weblogic Server
28.8.1
How to Deploy a Guided Business Process
28.8.2
What Happens When You Deploy a Guided Business Process to Oracle WebLogic Server
28.9
Testing Guided Business Processes
28.9.1
What Happens When You Create a Guided Business Process Instance
29
Building a Guided Business Process Client Application
29.1
Introduction to Building a Guided Business Process Client Application
29.2
Developing a Guided Business Process Client Application with Oracle ADF
29.2.1
How to Develop a Guided Business Process Client Application
29.2.2
What Happens When You Develop a Guided Business Process Application with Oracle ADF
29.2.3
What Happens at Run Time: How a Guided Business Process Application Is Developed with Oracle ADF
29.3
Securing the Guided Business Process Client Application
29.4
Localizing a Guided Business Process Client Application
29.4.1
How to Configure the Supported Locales for a Guided Business Process Client Application
29.5
Guided Business Process Run-time APIs
29.5.1
Guided Business Process query Service API
29.5.2
JNDI Names for the Guided Business Process Enterprise Java Beans
29.6
Developing an Example of a User Interface for Guided Business Process Tasks Using Guided Business Process Run-Time Services
29.7
Using Guided Business Process Logging
29.7.1
How to Enable Client Side Logging
29.7.2
How to Enable Server-Side Logging
29.7.3
Configuring Log Levels
29.7.4
How to View Guided Business Process Log Messages
29.7.5
Understanding Guided Business Process Log Messages
30
Using Approval Management
30.1
Introduction to Approval Management
30.1.1
AMX Components
30.2
Understanding Approval Management Concepts
30.2.1
Task
30.2.2
Service Data Objects
30.2.3
Stages
30.2.4
List Builders
30.2.5
Task Operations
30.2.6
Business Rules for Approval
30.2.6.1
List Creation
30.2.6.2
Approver Substitution
30.2.6.3
List Modification
30.3
Designing Approval Management Tasks in Oracle JDeveloper
30.3.1
Introduction to the Modeling Process
30.3.2
Before You Begin
30.3.3
Specifying General Information
30.3.3.1
Task-Title Globalization
30.3.4
Specifying Task Parameters
30.3.4.1
How to Create Service Data Object (SDO) References
30.3.4.2
How to Define Entity Parameters
30.3.4.3
How to Define Collections
30.3.5
Specifying Mapped Attributes
30.3.5.1
About Attribute Labels and Attribute-Label Mappings
30.3.5.2
How to Define Attribute-Label Mappings
30.3.6
Specifying Routing and Approval Policies
30.3.6.1
How to Model and Configure Stages
30.3.6.2
How to Model Task Participants
30.3.6.3
How to Model and Configure List Builders
30.3.6.4
How to Use Business Rules to Specify List Builders
30.3.6.5
How to Use Assignment Context
30.3.6.6
How to Aggregate Task Approvals
30.3.7
Defining Escalation and Renewal Policies
30.3.8
Specifying Notification Settings
30.3.9
Using Advanced Settings
30.3.9.1
How to Add Callbacks for Notes, Attachments, and Validation
30.3.9.2
How to Define Security Access Rules
30.4
Using the End-to-End Approval Management Samples
30.5
Using Approval Management Features of the Oracle BPM Worklist and Process Workspace
30.5.1
How to Use Task Forms
30.5.1.1
Header View
30.5.1.2
Task Payload View
30.5.1.3
Task History View
30.5.1.4
Comments and Attachments View
30.5.2
How to Create Mapped Attribute Labels
30.5.2.1
Importing and Exporting Attribute-Label Definitions
30.5.2.2
Internationalizing Attribute Labels
30.5.3
Administering Approval Groups
30.5.3.1
How to View Approval Groups
30.5.3.2
How to Search for an Approval Group
30.5.3.3
How to Add a Static Approval Group
30.5.3.4
How to Add a New Member to a Static Approval Group
30.5.3.5
How to Delete a Member from an Approval Group
30.5.3.6
How to Move an Approval Group's Members
30.5.3.7
How to Nest Approval Groups
30.5.3.8
How to Rename an Approval Group
30.5.3.9
Using Dynamic Approval Groups
30.5.3.10
How to Delete an Approval Group
30.5.4
Using Task Configuration
30.5.4.1
How to Edit Event-Driven Settings
30.5.4.2
How to Edit Data-Driven Settings
30.5.5
Using the Task Listing Region
30.5.5.1
How to Embed the Task Listing Region in an Application
30.5.5.2
How to Use Task Listing Region Parameters
30.5.6
How to Use the Task History Region to Preview Approvers
30.6
Using the User Metadata Migration Utility
Part VIII Appendices
A
Integrating with Business Intelligence using Process Star Schema Views
A.1
About Integrating Oracle BPM Process Star Schema with Business Intelligence (BI)
A.2
Standard Views
A.2.1
Dimension Views
A.2.2
Standard Fact Views
A.2.2.1
Views Representing Fact Tables
A.2.2.2
Views Representing Standard Dimension Tables
A.2.2.3
BPM_ACTIVITY_PERFORMANCE_V
A.2.2.4
BPM_PROCESS_PERFORMANCE_V
A.2.2.5
BPM_ACTIVITY_INSTANCE_V
A.2.2.6
BPM_PROCESS_INSTANCE_V
A.2.2.7
BPM_PROCESS_DEFINITION_V
A.2.2.8
BPM_ACTIVITY_DEFINITION_V
A.2.2.9
BPM_ROLE_DEFINITION_V
A.3
Process-Specific Views
A.3.1
BPM_ACTV_PERF_<IDENTIFIER>_V
A.3.1.1
Data Granularity
A.3.1.2
Unique Key
A.3.1.3
Metrics Information
A.3.2
BPM_PRCS_PERF_< IDENTIFIER >_V
A.3.2.1
Data Granularity
A.3.2.2
Unique Key
A.3.2.3
Metrics Information
A.3.3
BPM_ACTV_INST_<IDENTIFIER>_V
A.3.3.1
Data Granularity
A.3.3.2
Unique Key
A.3.3.3
Metrics Information
A.3.4
BPM_PRCS_INST_<IDENTIFIER>_V
A.3.4.1
Data Granularity
A.3.4.2
Unique Key
A.3.4.3
Metrics Information
B
Modifying Running Process Instances in Process Workspace
B.1
Altering the Flow of Running Process Instances in Process Workspace
B.1.1
How to Alter the Flow of Running Process Instances in Process Workspace
B.2
Migrating Process Instances in Process Workspace
B.2.1
How to Migrate Process Instance in Process Workspace
B.2.1.1
Resuming a Suspended Component
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