Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Intended Audience
• Documentation Accessibility
• What's New In This Release
• Structure
• Related Documents
• Conventions

Part I Introduction to Oracle Business Process Composer

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)
    • 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 BPM WorkSpace
    • 1.3.3.2 Oracle BPM 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 Business Process Composer

• 3.1 Oracle Business Process Composer Overview
  • 3.1.1 Oracle Business Process Composer Use Cases
• 3.2 Overview of the Application Development Life Cycle
  • 3.2.1 Workflow: Create Projects Based on Project Templates
  • 3.2.2 Workflow: Creating Project Blueprints
  • 3.2.3 Workflow: Editing Business Rules at Run Time
• 3.3 Signing On to Oracle Business Process Composer
• 3.4 Using the Oracle Business Process Composer Welcome Page
  • 3.4.1 Using the Oracle BPM Metadata Services Repository Browser
• 3.5 Introduction to the Oracle Business Process Composer Interface
  • 3.5.1 The Application Menu
  • 3.5.2 The Project Navigator, Project Menus, and the Project Toolbar
    • 3.5.2.1 Project Navigator
    • 3.5.2.2 Project Menus
    • 3.5.2.3 Project Toolbar
  • 3.5.3 Editors
    • 3.5.3.1 Process Editor
    • 3.5.3.2 Activity Guide Editor
    • 3.5.3.3 Business Rules Editor
    • 3.5.3.4 Data Associations Editor
    • 3.5.3.5 Expression Editor
  • 3.5.4 Additional Browsers and Editors
    • 3.5.4.1 Project and Process Validation Browser
    • 3.5.4.2 Documentation Editor
    • 3.5.4.3 Approval Workflow Browser

Part II Using Oracle Business Process Composer

4 Working with Projects and Project Templates

• 4.1 Introduction to Oracle BPM Projects
  • 4.1.1 Introduction to Project Resources
    • 4.1.1.1 Editable Project Resources
    • 4.1.1.2 The Business Catalog
  • 4.1.2 Introduction to the Oracle BPM MDS Repository
• 4.2 Introduction to Project Editing and the Project Menu
• 4.2 Introduction to the Oracle BPM Metadata Service (MDS) Browser
  • 4.2.1 Introduction to the Project Navigator
  • 4.2.2 Introduction to the Project Menu
    • 4.2.2.1 Normal Mode
    • 4.2.2.2 Edit Mode
• 4.3 Creating and Working with Projects
  • 4.3.1 How to Create a New Project
  • 4.3.2 How to Open a Project Using the Project Browser
• 4.3 How to Save Changes to a Project
  • 4.3.3 How to Publish a Project to the Oracle BPM Metadata Service Repository
  • 4.3.4 How to Configure Project Autosave
  • 4.3.5 How to Discard Changes to a Project
  • 4.3.6 How to Export a Project to Your Local File System
• 4.4 Working with Project Templates
  • 4.4.1 Introduction to Edit Policies
    • 4.4.1.1 Process Level Edit Policies
    • 4.4.1.2 Component Level Edit Policies
  • 4.4.2 Using Data Objects and Variables in Project Templates
• 4.5 Validating a Project
• 4.6 Introduction to Project Deployment
  • 4.6.1 Introduction to the Deployer Security Role
  • 4.6.2 Introduction to Approval Routing
• 4.7 Deploying an Oracle BPM Project to Run Time
  • 4.7.1 How to Deploy a Project to Oracle BPM Run Time
  • 4.7.2 How to Deploy a Project Using an Approval Workflow
• 4.7 How to Edit a Deployed Project
  • 4.7.3 How to Export a Project as a SAR File

5 Working with Processes and the Process Editor

• 5.1 Working 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
• 5.2 Introduction to the Process Editor
  • 5.2.1 The Process Editor Toolbar
  • 5.2.2 The Process Editor Canvas
  • 5.2.3 The Component Palette
    • 5.2.3.1 Basic Flow Elements
    • 5.2.3.2 BPMN Flow Elements
    • 5.2.3.3 Business Catalog
• 5.3 Working with Flow Elements
  • 5.3.1 Adding a Flow Element from the Component Palette
  • 5.3.2 Adding a Flow Element from a Component Menu
  • 5.3.3 Adding Sequence Flows to a Process
  • 5.3.4 Deleting a Flow Element
    • 5.3.4.1 What You Need to Know About Deleting a Flow Element
  • 5.3.5 Adding Tasks Directly from the Business Catalog
• 5.4 Documenting Your Process
  • 5.4.1 Introduction to the Documentation Editor
    • 5.4.1.1 Inserting Links in Your Documentation
  • 5.4.2 How to Add Documentation to Your 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
• 6.2 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 Using Multiple Start Events in a Process
    • 6.2.1.3 Using Multiple End Events in a Process
  • 6.2.2 Introduction to the None Start Event
  • 6.2.2 The None Start Event in Context
    • 6.2.2.1 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 Introduction to the Timer Start Event
  • 6.2.5 Introduction to the None End Event
    • 6.2.5.1 The None End Event in Context
  • 6.2.6 Introduction to the Error End Event
  • 6.2.7 Introduction to the Message End Event
  • 6.2.8 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 Using Interactive Activities
    • 6.3.2.2 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 Send Task
    • 6.4.2.1 The Send Task in Context
  • 6.4.3 Introduction to the Receive Task
    • 6.4.3.1 The Receive Task in Context
    • 6.4.3.2 Starting a Process with the Receive Task
  • 6.4.4 Using the Send and Receive Tasks to Communicate Between Processes
  • 6.4.5 Introduction to the Message Throw Event
  • 6.4.6 Introduction to the Message Catch Event
  • 6.4.7 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 Rules 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 The Exclusive Gateway in Context
    • 6.7.2.1 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
• 6.8 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 Working with Data Objects and Expressions

• 7.1 Introduction to Data Objects
  • 7.1.1 Introduction to Process and Project Data Objects
• 7.1 Using Data Objects in Project Blueprints
  • 7.1.2 Using Data Objects in Projects Based on Project Templates
  • 7.1.3 Introduction to Data Associations
  • 7.1.4 Introduction to the Data Association Editor
• 7.2 Working with Data Objects and Data Associations
  • 7.2.1 How to Create a Data Object
  • 7.2.2 How to Delete a Data Object
    • 7.2.2.1 What You Need to Know About Deleting Data Objects
  • 7.2.3 How to Configure Data Associations for a Flow Object
• 7.3 Introduction to Expressions
  • 7.3.1 Operator Precedence
  • 7.3.2 Introduction to the Expression Editor
• 7.4 Defining Expressions
  • 7.4.1 How to Define an Expression for a Conditional Sequence Flow
  • 7.4.2 How to Define Expressions in Data Associations

8 Using Oracle Business Rules

• 8.1 Introduction to Oracle Business Rules
  • 8.1.1 Introduction to Rule Conditions
  • 8.1.2 Introduction to Rule Actions
  • 8.1.3 Introduction to Decision Tables
  • 8.1.4 Introduction to Facts and Bucketsets
  • 8.1.5 Introduction to Rulesets
  • 8.1.6 Introduction to Decision Functions
  • 8.1.7 Introduction to Decision Points
  • 8.1.8 Introduction to Dictionaries
• 8.2 Introduction to the Business Process Composer Rules Editor
• 8.3 Viewing and Editing Business Rules in Business Process Composer
  • 8.3.1 How to Open a Business Rule
• 8.3 How to Add a Bucketset
  • 8.3.2 How to Edit an Existing Bucketset
  • 8.3.3 How to View Globals in the Oracle Rules Dictionary
• 8.3 How to Add a Rule to a Ruleset
• 8.4 How to Edit the Oracle Business Rules at Run Time
• 8.5 Assigning a Rule to a Business Rules Task

9 Performing Administrative Tasks

• 9.1 Managing Security Roles Using Business Process Composer
  • 9.1.1 Default Security Roles in Oracle BPM
• 9.2 Assigning Users and Groups to Security Roles
  • 9.2.1 What You Need to Know About Security Role Assignment
• 9.3 Managing Projects
  • 9.3.1 What You Need to Know About Managing Projects