Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Oracle Business Process Management Suite (Oracle BPM Suite) Overview

• 1.1 Introduction to the Oracle BPM 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 (Business Process Composer)
    • 1.3.1.3 Oracle Metadata Service (MDS)
    • 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 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 (Process Workspace)
    • 1.3.3.2 Oracle Business Process Management Process Spaces (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 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 Oracle BPM Studio to Create Project Templates
  • 1.6.2 Use Case: Using Oracle 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 Business Process Analysis Suite to Model Your Business Processes

Part I Using Oracle Business Process Management Workspace

2 Getting Started with Oracle Business Process Management Workspace (Process Workspace)

• 2.1 Understanding Process Workspace
• 2.2 Starting and Logging In to Process Workspace
• 2.3 Navigating Process Workspace
  • 2.3.1 About the Process Workspace Tasks Page
  • 2.3.2 About the Process Workspace Process Tracking Page
  • 2.3.3 About the Process Workspace Standard Dashboards Page
• 2.4 Setting Your Preferences in Process Workspace
  • 2.4.1 Accessing Process Workspace in Local Languages
  • 2.4.2 Providing a Digital Signature in Process Workspace
  • 2.4.3 Setting a Vacation Period in Process Workspace
  • 2.4.4 Setting Rules in Process Workspace
  • 2.4.5 Setting Notification Preferences in Process Workspace
  • 2.4.6 Setting Accessibility Preferences in Process Workspace

3 Working on Tasks in Oracle Business Process Management Workspace (Process Workspace)

• 3.1 What You Need to Know When Acting on Tasks in Process Workspace
• 3.2 Working with the Process Workspace Tasks Page
  • 3.2.1 Viewing Task Details in Process Workspace
    • 3.2.1.1 Performing System Actions in Process Workspace
  • 3.2.2 Customizing the Task List in Process Workspace
    • 3.2.2.1 How to Filter Tasks
    • 3.2.2.2 How to Create and Customize Worklist Views
  • 3.2.3 Searching for Tasks in Process Workspace
• 3.3 Claiming and Releasing Tasks in Process Workspace
• 3.4 Reassigning and Delegating Tasks in Process Workspace
• 3.5 Associating Comments and Attachments with Tasks in Process Workspace
• 3.6 Requesting Information in Process Workspace
• 3.7 Setting Rules, Vacation Periods, and Preferences in Process Workspace
  • 3.7.1 How to Create User Rules in Process Workspace
  • 3.7.2 How to Create Group Rules in Process Workspace
  • 3.7.3 How to Enable a Vacation Period in Process Workspace
  • 3.7.4 How to Set Notification Preferences in Process Workspace
• 3.8 Creating ToDo Tasks and Subtasks in Process Workspace
• 3.9 Acting on Tasks that Require Passwords in Process Workspace
• 3.10 Acting on a Task that Requires a Digital Signature in Process Workspace
• 3.11 Routing Tasks in Process Workspace

4 Working on Process Instances in Oracle Business Process Management Workspace (Process Workspace)

• 4.1 Initiating Process Instances in Process Workspace
• 4.2 Viewing the Details of a Process Instance in Process Workspace
• 4.3 Searching for Process Instances in Process Workspace
  • 4.3.1 How to Perform a Basic Search for Process Instances
  • 4.3.2 How to Perform an Advanced Search for Process Instances
• 4.4 Associating Comments and Attachments with a Process Instance in Process Workspace
• 4.5 Performing a Bulk Operation in Process Workspace
• 4.6 Canceling a Process Instance in Process Workspace
• 4.7 Customizing the Presentation of Process Instances in Process Workspace

5 Creating and Editing Custom Pages in Oracle Business Process Management Workspace (Process Workspace)

• 5.1 Creating Custom Pages in Process Workspace
  • 5.1.1 How to Create a Custom Page
  • 5.1.2 How to Add an Applications Panel to a Customized Page
  • 5.1.3 How to Add a Dashboards Panel to a Customized Page
  • 5.1.4 How to Add a Process Instance Panel to a Customized Page
• 5.2 Establishing Communication Between Panels
  • 5.2.1 How to Establish Communication Between Panels
• 5.3 Editing Custom Pages and Panels in Process Workspace

6 Using Dashboards in Oracle Business Process Management Workspace (Process Workspace)

• 6.1 Using Standard Dashboards
  • 6.1.1 Participant Dashboards
    • 6.1.1.1 Participant Workload Dashboard
    • 6.1.1.2 Participant Performance Dashboard
  • 6.1.2 Process Dashboards
    • 6.1.2.1 Process Workload Dashboard
    • 6.1.2.2 Process Performance Dashboard
• 6.2 Creating Custom Dashboards
  • 6.2.1 Specifying Graph Content

7 Managing Workloads Among Users in Oracle Business Process Management Workspace (Process Workspace)

• 7.1 Managing the Availability of Users in Process Workspace
• 7.2 Creating Group Rules in Process Workspace
• 7.3 Setting Assignment Rules for Tasks with Multiple Assignees
• 7.4 Reassigning or Delegating Tasks in Process Workspace
• 7.5 Using Reports to Manage Workflows in Process Workspace
  • 7.5.1 How to Create Reports
  • 7.5.2 What Happens When You Create Reports
• 7.6 Using Dashboards to Manage Workflows in Process Workspace
• 7.7 Handling Escalations in Process Workspace

8 Performing Administration in Oracle Business Process Management Workspace (Process Workspace)

• 8.1 Setting the Display of the Work Items Panel (Application Preferences) in Process Workspace
• 8.2 Managing Other Users' or Groups' Rules (as an Administrator) in Process Workspace
• 8.3 Managing Your Organization in Process Workspace
  • 8.3.1 Understanding Deployment of Organization Entities in Process Workspace
  • 8.3.2 Managing Holiday Rules in Process Workspace
  • 8.3.3 Managing Calendar Rules in Process Workspace
  • 8.3.4 Managing Roles in Process Workspace
    • 8.3.4.1 How to Add New Application Roles
    • 8.3.4.2 How to Grant and Revoke Roles
    • 8.3.4.3 How to Create and Manage Role-Specific Views and Layouts
  • 8.3.5 Managing Organization Roles in Process Workspace
  • 8.3.6 Extending User Properties in Process Workspace
  • 8.3.7 Managing Organizational Units in Process Workspace
• 8.4 Managing Tasks as an Administrator in Process Workspace
  • 8.4.1 Using Flex Fields in Process Workspace
    • 8.4.1.1 How to Map Flex Fields
  • 8.4.2 Administering Approval Groups in Process Workspace
    • 8.4.2.1 How to View Approval Groups
    • 8.4.2.2 How to Search for an Approval Group
    • 8.4.2.3 How to Add a Static Approval Group
    • 8.4.2.4 How to Add a New Member to a Static Approval Group
    • 8.4.2.5 How to Delete a Member from an Approval Group
    • 8.4.2.6 How to Move an Approval Group's Members
    • 8.4.2.7 How to Nest Approval Groups
    • 8.4.2.8 How to Rename an Approval Group
    • 8.4.2.9 Using Dynamic Approval Groups
    • 8.4.2.10 How to Delete an Approval Group
  • 8.4.3 Using Task Configuration in Process Workspace
    • 8.4.3.1 How to Edit Event-Driven Settings
    • 8.4.3.2 How to Edit Data-Driven Settings
  • 8.4.4 Using Evidence Search in Process Workspace
  • 8.4.5 Managing Exceptions in Process Workspace
• 8.5 Using the User Metadata Migration Utility

Part II Using Oracle Business Process Management Process Spaces

9 Getting Started with Oracle Business Process Management Process Spaces (Process Spaces)

• 9.1 Understanding Process Spaces
  • 9.1.1 Oracle WebCenter Group Spaces for Business Process Management
• 9.2 Starting and Logging In to Process Spaces
• 9.3 Navigating Process Spaces
  • 9.3.1 About the Process Spaces Process Workspace
    • 9.3.1.1 The Process Workspace Home Page
    • 9.3.1.2 The Process Workspace Process Tracking Page
  • 9.3.2 The Modeling Space in Process Spaces
  • 9.3.3 The Process Instance Space in Process Spaces

10 Using and Customizing a Process Workspace in Process Spaces

• 10.1 The Process Workspace Home Page in Process Spaces
• 10.2 Acting on Tasks in Process Spaces
• 10.3 Filtering Tasks in Process Spaces
• 10.4 Adding Members to the Group Space in Process Spaces
• 10.5 Adding Documents to Process Workspace in Process Spaces
• 10.6 Participating in Discussions in Process Spaces
• 10.7 Viewing Recent Activity in Process Spaces
• 10.8 Initiating a Process Instance in Process Spaces
• 10.9 Filtering Process Instances in Process Spaces
• 10.10 Canceling a Process Instance in Process Spaces
• 10.11 Adding Documents to Process Instances in Process Spaces
• 10.12 Using and Customizing Dashboards in Process Spaces
• 10.13 Creating an On-Demand Group Space for an Instance in Process Spaces
• 10.14 Customizing Process Workspace in Process Spaces
• 10.15 Subscribing to a Process Workspace Group Space in Process Spaces

11 Using and Customizing a Process Modeling Space in Process Spaces

• 11.1 About Modeling Spaces in Process Spaces
• 11.2 The Process Modeling Space Page in Process Spaces
• 11.3 Customizing a Process Modeling Space in Process Spaces

12 Using and Customizing a Process Instance Space in Process Spaces

• 12.1 The Process Instance Space in Process Spaces
• 12.2 Adding Comments and Attachments to a Process Instance in Process Spaces
• 12.3 Tracking a Process Instance in Process Spaces
• 12.4 Adding a Document to a Process Instance Space in Process Spaces
• 12.5 Participating in a Discussion in a Process Instance Space in Process Spaces
• 12.6 Customizing a Process Instance Space in Process Spaces

13 Performing Administration in Process Spaces

• 13.1 Understanding Roles and Permissions in Process Spaces
• 13.2 Understanding Task Flows in Process Spaces
• 13.3 Editing Pages in Process Spaces
• 13.4 Configuring a Group Space in Process Spaces

A User Interfaces of Oracle Business Process Management Workspace (Process Workspace)

• A.1 The Process Workspace Tasks Page
• A.2 The Process Workspace Task Details Page
  • A.2.1 Task History
• A.3 The Process Workspace Process Tracking Page
• A.4 The Process Workspace Process Audit Details Panel

Index