45 Using Two-Layer Business Process Management (BPM)

Two-Layer BPM enables you to create dynamic business processes whose execution, rather than being predetermined at design time, depends on elements of the context in which the process executes. Such elements could include, for example, the type of customer, the geographical location, or the channel.

To illustrate further, suppose that you have an application that performs multichannel banking using various processes. In this scenario, the execution of each process would depend on the channel for each particular process instance.

This chapter includes the following sections:

• Section 45.1, "Introduction to Two-Layer Business Process Management"

• Section 45.2, "Phase Activities"

• Section 45.3, "The Dynamic Routing Decision Table"

• Section 45.4, "Use Case: Two-Layer BPM"

45.1 Introduction to Two-Layer Business Process Management

Two-Layer BPM enables you to model business processes using a layered approach. In that model, a first level is a very abstract specification of the business process. Activities of a first-level process delegate the work to processes or services in a second level. Figure 45-1 illustrates this behavior.

Figure 45-1 Two-Layer BPM

Description of "Figure 45-1 Two-Layer BPM"

In Figure 45-1, the Phase I activity of the business process can delegate its work to one of the corresponding Layer II processes: Task 1.1, Task 1.2 or Task 1.3.

The two-layer BPM functionality enables you to create the key element—namely, the phase activity—declaratively.

By using the DT@RT functionality of Oracle Business Rules, you can add more channels dynamically without having to re-deploy the business process. DT@RT enables you to add rules (columns) to the dynamic routing decision table at runtime. Then, during runtime, business process instances consider those new rules and eventually route the requests to a different channel.

The DT@RT functionality of Oracle Business Rules also enables you to modify the end-point reference of a service that is invoked from a phase activity, pointing that reference to a different service.

Note:

In Oracle Fusion Middleware 11g Release 1 (11.1.1), you can use the DT@RT functionality of Oracle Business Rules only by way of the Oracle Business Rules SDK.

For information about using the Oracle Business Rules SDK, see:

• Oracle Fusion Middleware User's Guide for Oracle Business Rules

• Oracle Fusion Middleware Java API Reference for Oracle Business Rules

To enable Two-Layer BPM, you follow these steps:

Table 45-1 Steps for Enabling Two-Layer BPM

Step	Information
Install the Oracle WebLogic Server	Oracle WebLogic Server Installation Guide
Design the SOA composite application	Section 45.4.1, "Designing the SOA Composite"
Create Element-type variables named InputPhaseVariable and OutputPhaseVar	"Creating Variables"
Create a Phase Activity	Section 45.2, "Phase Activities"
Create and Edit the Dynamic Routing Decision Table	Section 45.3, "The Dynamic Routing Decision Table"
Add Assign activities to the BPEL process model	Section A.2.2, "Assign Activity"
Create the Application Deployment Profile	Chapter 38, "Deploying SOA Composite Applications"
Create an Application Server Connection	Section 38.7.1.1.1, "Creating an Application Server Connection"
Deploy the Application	Chapter 38, "Deploying SOA Composite Applications"

45.2 Phase Activities

In Two-Layer BPM, a Phase is a level-1 activity in the BPEL process model. It complements the existing higher-level BPEL activities Business Rule and Human Task.

45.2.1 Creating a Phase Activity

You add a Phase to a process declaratively by using the BPEL Designer in Oracle JDeveloper by dragging and dropping it from the BPEL Activities and Components palette to the process model.

Figure 45-2 Phase Activity in BPEL Designer

Description of "Figure 45-2 Phase Activity in BPEL Designer"

Note:

The reference WSDL (Layer 2 or Called References) must have the same abstract WSDL as that for the Phase reference that gets auto-created.

45.2.2 How to Create a Phase Activity

You create the Phase activity for your composite application after you have created the necessary variables as described in "Creating Variables".

Once the Phase is dropped into the level-1 BPEL process, a wizard guides you through the various configuration steps. It first displays the Create Phase Activity dialog, in which you specify the input and the output of the Phase.

To create a phase activity:

In the Create Phase Activity dialog:

1. Enter a value in the Name field.

2. Select the Inputs and Outputs icon, which is a green plus sign (+). The Variable Chooser dialog appears.

3. Select Process, Variables, and phaseIn, and then click OK. The Phase dialog is displayed with the phaseIn variable populated.

4. From the Inputs and Outputs icon, select Select Output. The Variable Chooser dialog appears.Select Process, Variables, and phaseOut.

5. Click OK. The Phase dialog is displayed with the input and output variable names populatedClick OK. The BPEL Designer displays the .bpel page for your process.

6. Click Save All from the File menu. Close the .bpel page.

7. Click the composite.xml page. The SCA composite diagram appears.

45.2.3 What Happens When You Create a Phase Activity

When you create a Phase activity, the artifacts described in Table 45-2 are created.

Table 45-2 Artifacts Created with a Phase Activity

Artifact	Description
BPEL scope	At the location where the user dropped the phase activity in the BPEL process model a new BPEL scope is created and inserted into the BPEL process. The scope has the name of the phase activity. Within the scope, a bunch of standard BPEL activities are created. The most important ones are one invoke activity to a mediator and one receive activity from the mediator.
Mediator component	With the SCA composite of the BPEL component, a new Mediator component is created and wired to the phase activity of the BPEL component that comprises the level-1 BPEL process where the phase activity has been dropped into the process model. The input and output of the Mediator component is defined by the input and output of the phase activity. The mediator plan (this are the processing instructions of the mediator component) is very simple; it delegates creation of the processing instructions to the business rules component.
Business Rules component	Within the SCA composite of the BPEL component, a new Business Rules component is created and wired to the mediator component associated with the Phase activity of the BPEL process. The business rule component includes a rule dictionary. The rule dictionary contains metadata for such rule engine artifacts as fact types, rule sets, rules, decision tables, and similar artifacts. As part of creating the business rules component the rule dictionary is pre-initialized with the following data: Fact Type Model: The data model that can be used for modeling rules. The rule dictionary is populated with a fact type model that corresponds to the input of the phase activity together with some fixed data model that is required as part of the contract between the mediator and the business rules component. Ruleset: A container of rules that is used as a kind of grouping mechanism for rules. A ruleset can be exposed as a service. One ruleset is created within the rule dictionary. Decision Table: From a rules engine perspective, a decision table is simply a collection of rules with the same fact type model elements in the condition and action part of the rules so that the rules can be visualized in a tabular format. The new decision table is created within the ruleset. Decision Service: A decision service is created that exposes the ruleset as a service of the business rules SCA component. The service interface is used by the mediator to evaluate the decision table.

45.2.4 What Happens at Runtime When You Create a Phase Activity

At runtime, the input of the Phase activity is used to evaluate the dynamic routing decision table. This is performed by a specific decision component of the Phase activity. The result of this evaluation is an instruction for the Mediator. The Mediator routes the request to a service based on instructions from the decision component.

Note:

In the current release, asynchronous Phase activity is supported. Synchronous or one-way Phase activity is not supported.

45.2.5 What You May Need to Know About Creating a Phase Activity

When creating a Phase activity, you need to know the following:

• Rules that you need to either configure or create in the decision service. This is based on data from the payload that you use to evaluate a rule.

• For each rule created in the decision service, you need to know the corresponding endpoint URL that must be invoked when a rule evaluates to true. This endpoint URL is used by Mediator to invoke the service in layer 2.

  For information on specifying endpoints, see "Creating and Editing the Dynamic Routing Decision Table".

  Note:

  No Transform, Assign or Validation can be performed on a payload.

45.3 The Dynamic Routing Decision Table

A Dynamic Routing Decision Table is a decision table evaluated by Business Rules. Conditions are evaluated on the input data of a Phase activity. The result of the evaluation is routing instruction for the Mediator.

45.3.1 How to Create the Routing Decision Table

After you have created the Phase activity, the wizard launches the Rule Designer in Oracle JDeveloper for you edit the Routing Decision Table. Figure 45-3 shows a sample decision table within rule designer.

Figure 45-3 Sample Decision Table

Description of "Figure 45-3 Sample Decision Table"

You can leave the decision table empty while modeling the level-2 process phases, and complete it after the level-1 process is being deployed using the Business Analyst tool.

Once you have created and edited the Routing Decision Table, the new level-1 phase activity appears in the BPEL process in Oracle JDeveloper as illustrated in Figure 45-4.

Figure 45-4 Completed Level-1 Phase in Oracle JDeveloper

Description of "Figure 45-4 Completed Level-1 Phase in Oracle JDeveloper"

45.3.2 What Happens When You Create the Routing Decision Table

By creating the Routing Decision Table, you are configuring the decision service to dynamically evaluate the conditions applied to the incoming payload and give the corresponding routing rules to the Mediator. The Mediator then executes these rules when invoking the service in layer 2.

More specifically, here is what happens at design time when you create the Routing Decision Table:

• A new decision component is created in the composite of the project.

• A new rule dictionary is created in the composite project directory.

• The rule dictionary is populated with a data model that reflects the data model of the phase input—that is, the XML schema of the Phase input is imported into the rule dictionary.

45.4 Use Case: Two-Layer BPM

This section tells you how to build a sample application for routing a customer order. Before you build this application, you need to download the BPELPhaseActivity sample from http://www.oracle.com/technology/sample_code/products/bpel/index.html.

To run the sample:

1. Install the server as described in Oracle WebLogic Server Installation Guide.

2. Model the sample by performing these tasks:

   1. Design the SOA composite as described in Section 45.4.1, "Designing the SOA Composite"

   2. Create the Phase Activity as described in Section 45.4.2, "Creating a Phase Activity"

   3. Create and Edit the Dynamic Routing Table as described in Section 45.4.3, "Creating and Editing the Dynamic Routing Decision Table"

   4. Add assign activities to the BPEL process model as described in Section 45.4.4, "Adding Assign Activities to the BPEL Process Model"

3. Deploy the sample with JDeveloper as described in Section 45.4.5, "Deploying and Testing the Sample".

45.4.1 Designing the SOA Composite

You design the SOA composite application in JDeveloper.

To design the SOA composite:

1. In JDeveloper, from the File menu, select New. The New Gallery dialog appears. By default, Generic Application is selected.

2. Click OK. The Create Generic Application wizard displays the first screen.

3. In the Application Name field, enter BPELPhaseActivity and then click Next. The second screen of the Create Generic Application wizard appears.

4. In the Project Name field, enter BPELPhaseCustomerRouter.

   In the Project Technologies tab page, from the Available window, select SOA and move it to the Selected window.

   Click Next. The third screen of the Create Generic Application wizard appears.

5. From the Composite Template list, select Composite With BPEL, and click Finish.

   The Create BPEL Process dialog appears.

6. In the Name field of the Create BPEL Process dialog, enter CustomerRouterBPELProcess.

7. From the Template list, select Synchronous BPEL Process.

8. Import the CustomerData.xsd schema into the project xsd folder. An XML Schema Definition (XSD) specifies the kinds of elements and attributes that may appear in an XML document, their relationship to each other, the types of data may be in them, and other things.

   To import the CustomerData.xsd file:

   1. In the Input field, click the Browse Input Elements icon.

      The Type Chooser dialog displays.

   2. Click the Import Schema File icon.

      
      Description of the illustration importxsd.gif
      
      

      The Import Schema File dialog displays.

   3. Click the Browse Resources icon to the right of the URL field.

      The SOA Resource Browser appears.

   4. Select File System and, in the Location section, search for CustomerData.xsd in the artifacts/schema folder, then click OK.

   5. In the Import Schema dialog, ensure the CustomerData.xsd now appears in the URL field and the Copy to Project option is selected, and then click OK.

      The Localize Files dialog prompts you to import the CustomerData.xsd schema file and any dependent files.

   6. Deselect the option Maintain original directory structure for imported files and click OK to import the files.

      The Type Chooser dialog appears.

   7. Expand Project Schema Files > CustomerData.xsd > Customer and then click OK.

      
      Description of the illustration importxsd2.gif
      
      

9. After importing the CustomerData.xsd schema, open the CustomerRouterBPELProcess.bpel page.

Creating Variables

Note:

Phase variables can be of the Element type only.

1. Click the Variables... icon. The Variables dialog appears.

2. Click the Create... icon. The Create Variable dialog appears.

3. Enter InputPhaseVariable in the Name field. Click the Element option.

4. Click the Browse Elements icon. The Type Chooser dialog appears.

5. Select Project Schema Files >CustomerData.xsd > Customer, and then click OK. The Create Variable dialog appears with the element name populated.

6. Click OK. The Variables dialog is displayed with the variable name populated.

7. Click the Create... icon in the Variables dialog. The Create Variable dialog appears.

8. In the Name field, enter OutputPhaseVariable. In the Type section, select the Element option. Click the Browse Elements icon. The Type Chooser dialog appears.

9. Select Project Schema Files >CustomerData.xsd > Customer, and then click OK. The Create Variable dialog appears with the element name populated.

10. Click OK. The Variables dialog appears with the input and output variable names populated.

11. Click OK. The variables have been created and the CustomerRouterBPELProcess.bpelpage appears.

45.4.2 Creating a Phase Activity

To create a Phase activity:

1. With the CustomerRouterBPELProcess.bpel page selected, drag and drop a Phase activity from the BPEL component palette into the process model, between receiveInput and replyOutput. The Phase dialog appears.

2. In the Name field, enter CustomerRoutingPhase_1.

3. From the Inputs and Outputs Variables plus icon, select Add Input Variable. The Add Input Variable dialog appears.

4. Select Process, Variables, and phaseIn, and then click OK. The Phase dialog is displayed with the InputPhaseVar variable populated.

5. From the Inputs and Outputs Variables plus icon, select Add Output Variable. The Add Output Variable dialog appears.

6. Select Process, Variables, and OutputPhaseVar.

7. Click OK. The Phase dialog displays the input and output variable names.

8. Click OK. The CustomerRouterBPELProcess.bpel page appears.

9. Click Save All from the File menu. Close the CustomerRouterBPELProcess.bpel page.

10. Click the composite.xml page. The SCA composite diagram is displayed.

Note:

• As part of the Phase activity wizard, three components are created: Rules, Mediator, and Dynamic Reference.

• The Rules component returns an executable case for the Mediator component, because of the rules defined.

• The Mediator component routes because of the routing rules received from the Rules component.

• The Dynamic Reference component is the dummy reference for the second-level processes.

• The Rule dictionary is populated with the fact type model of the Mediator and the fact type corresponding to the input of the Phase activity, which in this case is CustomerData.

• An empty decision table called the RoutingTable is created that must be edited providing dynamic routing rules.

45.4.3 Creating and Editing the Dynamic Routing Decision Table

To create and edit the Dynamic Routing Decision Table:

1. Open the CustomerRouterBPELProcess.bpel page, and double-click the Phase activity in the process diagram. The Phase dialog appears.

2. Click the Edit Dynamic Rules button. The Rule Designer page appears.

3. Under Rulesets, click Ruleset_1. The Ruleset_1 page with an empty RoutingTable appears.

   
   Description of the illustration bp_ruleset.gif
   
   

4. In DecitionTable_1, click the Add icon, then Action, then Assert New. The Actions section of the table appears.

5. In the serviceBindingInfo, specify the SOAP endpoint, replacing the hostname and host port with SOA Server details. The sample has localhost as host server and 8001 as host port.

   • In the "otherwise" column, provide http://hostname : host_port /soa-infra/services/default/CustomerRouter!1.0/DefaultCustomerRouterService.

   • In the Intel column, enter http://hostname:host_port/soa-infra/services/default/CustomerRouter!1.0/SilverCustomerRouterService

   • In the Cisco column, it is http://hostname:host_port/soa-infra/services/default/CustomerRouter!1.0/GoldCustomerRouterService

   • In the HP column, it is http://hostname:host_port/soa-infra/services/default/CustomerRouter!1.0/PlatinumCustomerRouterService

45.4.4 Adding Assign Activities to the BPEL Process Model

Before deploying the Phase activity, you must initialize the Phase variables. You do this by adding Assign activities in the phase in the BPEL process.

To add Assign activities to the BPEL Process Model:

1. Click the CustomerRouterBPELProcess.bpel page. Drag and drop an Assign activity from the BPEL component palette into the process model between the receiveInput activity and the Phase activity. The Assign activity is added to the process model.

2. Double-click the Assign activity. The Assign dialog is displayed.

3. Select the General tab page, and, in the Name field, enter AssignInput.

4. Select the Copy Operation tab. Click the plus icon and select Copy Operation from the list. The Create Copy Operation dialog appears.

5. On the From side, navigate as follows: Variables > Process > Variables > inputVariable > payload > ns1:Customer.

   On the To side, navigate as follows: Variables > Process > Variables > inputVariable > payload > ns1:Customer.

   
   Description of the illustration bp_assign_inputvar.gif
   
   

   Click OK. This returns you to the Copy Operation tab page where the input copy operation is recorded as follows:

   Table 45-3 Input Copy Operations for Adding Assign Activities

   From	To
   inputVariable/payload//ns1:Customer	InputPhaseVar///payload/ns1:Customer

   
   

6. Click OK in the Create Copy Operation dialog. The Assign dialog appears with the input copy operation values populated.

7. Click OK. The CustomerRouterBPELProcess.bpel page is displayed again.

8. Drag and drop another Assign activity from the BPEL component palette into the process model between the Phase activity and the replyOutput activity. The new Assign activity is added to the process model.

9. Double-click the Assign activity. The Assign dialog appears.

10. Enter AssignOutput in the Name field in the General tab.

11. Select the Copy Operation tab. Click the plus icon and select Copy Operation from the list. The Create Copy Operation dialog appears.

12. On the From side, navigate as follows: Variables > Process > Variables > OutputPhaseVar > payload > ns1:Customer/ns1:status.

    On the To side, navigate as follows: Process > Variables > outputVariable > payload > client:processResponse > client:result.

    
    Description of the illustration bp_assignoutputvar.gif
    
    

13. Click OK. This returns you to the Copy Operation tab page where the output copy operation is recorded as follows:

    Table 45-4 Output Copy Operation for Adding Assign Activities

    From	To
    OutputPhaseVar///ns1:Customer/ns1:status	outputVariable/payload//client:processResponse/client:result

    
    

14. Click OK in the Create Copy Operation dialog. The Assign dialog is displayed with the output copy operation value populated.

15. Click OK. The CustomerRouterBPELProcess.bpel page appears after the input and output Assign activities are created.

16. Click Save All from the File menu.

45.4.5 Deploying and Testing the Sample

For instructions on deploying the sample, see Section 38.7, "Deploying SOA Composite Applications".

For instructions on testing a composite instance in Oracle Enterprise Manager, see Oracle Fusion Middleware Administrator's Guide for Oracle SOA Suite.