Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What's New in This Guide for Release 11.1.1.6.x

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

18 Using SOA Composites with BPM Projects

• 18.1 Introduction to SOA Composites
  • 18.1.1 Understanding the Relationship Between SOA Composites and SOA Components
  • 18.1.2 Working with SOA Components
  • 18.1.3 BPMN Process in SOA Composites
  • 18.1.4 How Do BPMN Errors Affect the SOA Composite Status
• 18.2 Opening the SOA Composite in a BPM Project
  • 18.2.1 How to Open the SOA Composite in a BPM Project
• 18.3 Opening BPMN Processes from the SOA Composite in a BPM Project
  • 18.3.1 How to Open a BPMN Process from the SOA Composite in a BMP Project
• 18.4 Adding a BPMN Process from the SOA Composite Editor
  • 18.4.1 How to Add a BPMN Process from the SOA Composite Editor
  • 18.4.2 What Happens When You Add a BPMN Process from the SOA Composite Editor
• 18.5 Integrating with BPEL Processes Using the SOA Composite
• 18.6 Adding a BPMN Process as a Partner Link in a BPEL Process
  • 18.6.1 How to Add a BPMN Process as a Partner Link in a BPEL Process
  • 18.6.2 What Happens When You Add a BPMN Process as a Partner Link in a BPEL Process
• 18.7 Connecting to a BPMN Process Using Web Services
• 18.8 Building a BPM Project
  • 18.8.1 How to Build a BPM Project
  • 18.8.2 What Happens When You Build a BPM Project

Part VI Controlling the Process Flow

19 Controlling the Process Flow

• 19.1 Introduction to Controlling the Process Flow
  • 19.1.1 Gateways
  • 19.1.2 Timer Events
  • 19.1.3 Errors
  • 19.1.4 Message Events
  • 19.1.5 Send and Receive Tasks
  • 19.1.6 Loop Markers
  • 19.1.7 Multi-Instance Loop Markers
• 19.2 Introduction to Loop and Multi-Instance Markers in Subprocesses
  • 19.2.1 How to Configure Loop Markers
  • 19.2.2 How to Configure Multi-Instance Markers

20 Adding Delays, Deadlines, and Time Based Cycles to Your Process

• 20.1 Introduction to Timer Events
• 20.2 Adding a Delay to the Process Flow
  • 20.2.1 How to Add a Delay to the Process Flow
  • 20.2.2 What Happens When You Add a Delay to the Process Flow
• 20.3 Designing a Process to Start Based on a Time Condition
  • 20.3.1 How to Design a Process to Start Based on a Time Condition
  • 20.3.2 What Happens When You Design a Process to Start Based on a Time Condition
• 20.4 Configuring a Deadline for an Activity
  • 20.4.1 How to Configure a Deadline for an Activity
  • 20.4.2 What Happens When You Configure a Deadline for an Activity
• 20.5 Configuring a Deadline for a BPMN Process
  • 20.5.1 How to Configure a Deadline for a BPMN Process
  • 20.5.2 What Happens When You Configure a Deadline for a BPMN Process
• 20.6 Running Additional Activities
  • 20.6.1 How to Run Additional Activities While an Activity is Running
  • 20.6.2 What Happens When You Run Additional Activities While an Activity is Running
  • 20.6.3 How to Run Additional Activities While a Process is Running
  • 20.6.4 What Happens When You Run Additional Activities While a Process is Running
• 20.7 Configuring Timer Events
  • 20.7.1 How to Configure a Timer Event To Use a Specific Date and Time
  • 20.7.2 What Happens When You Configure a Timer Event to Use a Specific Date and Time
  • 20.7.3 How to Configure a Timer Event to Use an Interval
  • 20.7.4 What Happens When You Configure a Timer Event to Use an Interval

21 Handling Errors

• 21.1 Introduction to Error Handling
  • 21.1.1 Handling Errors Using Exceptions
• 21.2 Using Business Exceptions
• 21.3 Using System Exceptions
• 21.4 Typical Flow of an Exception
  • 21.4.1 Typical Flow of an Exception Thrown in a Task
  • 21.4.2 Typical Flow of an Exception in a Subprocess
  • 21.4.3 Typical Flow of an Exception in a Reusable Process
• 21.5 Handling Exceptions in a Business Process
  • 21.5.1 How to Handle an Exception Using a Boundary Error Catch Event
  • 21.5.2 What Happens When You Handle an Exception Using a Boundary Catch Event
  • 21.5.3 How to Handle an Exception Using an Event Subprocess
  • 21.5.4 What Happens When You Handle an Exception Using an Event Subprocess
  • 21.5.5 How to Configure an Error Event to Catch Business Exceptions
  • 21.5.6 How to Configure a Catch Event to Catch System Exceptions
• 21.6 Throwing Exceptions in Subprocesses or Reusable Processes
  • 21.6.1 How to Throw an Exception
  • 21.6.2 What Happens When You Throw an Exception
  • 21.6.3 How to Create a Business Exception
  • 21.6.4 What Happens When You Create a Business Exception
  • 21.6.5 How to Configure the ErrorInfo Attribute in a Business Exception
• 21.7 Handling Exceptions in Subprocesses
• 21.8 Handling Errors in a Peer Process Using Message Events
  • 21.8.1 How to Handle Errors in a Peer Process Using Message Events
  • 21.8.2 What Happens When You Handle Errors in a Peer Process Using Message Events
• 21.9 Handling Fault Policies in a BPM Process
  • 21.9.1 How to Handle a Fault Policy in a BPM process
  • 21.9.2 What Happens When You Handle a Fault Policy Error Using Exceptions

22 Communicating With Other BPMN Processes and Services

• 22.1 Introduction to Communication with Other BPMN Processes and Services
  • 22.1.1 Introduction to Synchronous and Asynchronous Operations
• 22.2 Communicating With Other BPMN Processes and Services Using Message Events
• 22.3 Using Message Events to Invoke Asynchronous Services and Asynchronous BPMN Processes
  • 22.3.1 How to Invoke Asynchronous Service Operation Using Message Events
  • 22.3.2 How to Receive the Callback Operation of an Asynchronous Service Using Message Events
  • 22.3.3 What Happens When You Invoke an Asynchronous Service Operation Using Message Events
  • 22.3.4 How to Invoke an Asynchronous BPMN Process Operation Using Message Events
  • 22.3.5 How to Invoke the Callback Operation of an Asynchronous BPMN Process Using Message Events
  • 22.3.6 What Happens When You Invoke an Asynchronous BPMN Process Using Message Events
• 22.4 Using Message Events Configured as Boundary Events
• 22.5 Using Service Tasks to Invoke Synchronous Operations in Services and BPMN Processes
  • 22.5.1 How to Invoke a Synchronous Service Operation Using a Service Task
  • 22.5.2 What Happens When You Invoke a Synchronous Service Operation Using a Service Task
  • 22.5.3 How to Invoke a Synchronous BPMN Process Operation Using a Service Task
  • 22.5.4 What Happens When You Invoke a Synchronous BPMN Process Operation Using a Service Task
• 22.6 Communicating With Other BPMN Processes and Services Using Send and Receive Tasks
• 22.7 Using Send and Receive Tasks to Invoke Asynchronous Services and Asynchronous BPMN Processes
  • 22.7.1 How to Use a Send Task to Invoke an Asynchronous Service Operation
  • 22.7.2 How to Use the Receive Task to Invoke the Callback Operation of an Asynchronous Service
  • 22.7.3 What Happens When You Invoke an Asynchronous Service Using Send and Receive Tasks
  • 22.7.4 How to Use the Send Task to Invoke an Asynchronous BPMN Process Operation
  • 22.7.5 How to Use a Receive Task to Invoke the Callback Operation of an Asynchronous BPMN Process
  • 22.7.6 What Happens When You Invoke an Asynchronous BPMN Process Using Send and Receive Tasks
• 22.8 Introduction to Invoking a Process Using Call Activities
• 22.9 Invoking a Process Using Call Activities
  • 22.9.1 How to Invoke a Process Using Call Activities
• 22.10 Introduction to Communication Between Processes Using Signal Events
• 22.11 Communicating Between Processes Using Signal Events
  • 22.11.1 How to Broadcast a Signal to Multiple Processes
  • 22.11.2 What Happens When You Broadcast a Signal
  • 22.11.3 How to Configure Your Process React to a Specific Signal
  • 22.11.4 What Happens When You Configure a Process To React to a Specific Signal

23 Defining the Process Interface

• 23.1 Defining the Process Interface
• 23.2 Using Message Events to Define the BPMN Process Interface
  • 23.2.1 Using Message Events to Define the Callback Interface for BPMN Processes
• 23.3 Using Message Events to Define Asynchronous Operations in a BPMN Processes
  • 23.3.1 How to Configure the Start Operation of a BPMN Process as Asynchronous Using Message Events
  • 23.3.2 How to Define a Callback Operation Using Message Events
  • 23.3.3 What Happens When You Configure a BPMN Process Start Operation as Asynchronous Using Message Events
  • 23.3.4 How to Add an Asynchronous Operation to a BPMN Process Interface Using Intermediate Message Events
  • 23.3.5 What Happens When You Add an Asynchronous Operation to a BPMN Process Interface Using Message Events
• 23.4 Using Message Events to Define a Synchronous Operation in a BPMN Processes Interface
  • 23.4.1 How to Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
  • 23.4.2 How to Configure the End Event of a Synchronous Process
  • 23.4.3 What Happens When You Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
• 23.5 Using Message Events with an Interface from the Business Catalog to Define Your Process Interface
  • 23.5.1 How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Message Start and Catch Events
  • 23.5.2 How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Message Events
  • 23.5.3 What Happens When You Use an Interface from the Business Catalog to Define an Operation
• 23.6 Defining the BPMN Process Interface Using Send and Receive Tasks
  • 23.6.1 Defining the Callback Interface for BPMN Processes Using a Send Task
• 23.7 Defining Asynchronous Processes Operations Using Send and Receive Tasks
  • 23.7.1 How to Define an Asynchronous Process Operation Using Send and Receive Tasks
  • 23.7.2 How to Add an Asynchronous Process Operation to the Process Interface Using a Receive Task
  • 23.7.3 How to Define a Callback Process Operation Using a Send Task
  • 23.7.4 What Happens When You Define an Asynchronous Operation Using Send and Receive Tasks
• 23.8 Using Send and Receive Tasks to Define a Synchronous Operation in a BPMN Process
  • 23.8.1 How to Configure a Process Operation as Synchronous Using Send and Receive Tasks
  • 23.8.2 What Happens When You Define a Synchronous Operation Using Send and Receive Tasks
• 23.9 Using Send and Receive Tasks with an Interface from the Business Catalog to Define Your Process Interface
  • 23.9.1 How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Send and Receive Tasks
  • 23.9.2 How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Send and Receive Tasks
  • 23.9.3 What Happens When You Use Send and Receive Tasks with an Interface from the Business Catalog to Define an Operation
• 23.10 Defining the Process Input and Output
  • 23.10.1 How to Add Input and Output Arguments to a BPMN Process
  • 23.10.2 How to Edit the Input and Output Arguments of a BPMN Process
  • 23.10.3 How to Delete an Input or Output Argument of a BPMN Process

24 Communicating Business Processes Using Correlations

• 24.1 Introduction Correlations
• 24.2 Understanding the Components of a Correlation
• 24.3 Typical Design Workflow
• 24.4 Defining Correlations for a BPMN Element
  • 24.4.1 How to Define a Correlation for a Flow Object
  • 24.4.2 How to Define a Correlation Using Simple Mode
  • 24.4.3 How to Define a Correlation Using Advanced Mode
• 24.5 Creating Correlations Keys
  • 24.5.1 How to Create a Correlation Key
  • 24.5.2 How to Configure a Correlation Key

25 Defining Conversations

• 25.1 Introduction to Conversations
  • 25.1.1 Defining the Default Conversation
• 25.2 Understanding the Different Types of Conversations
• 25.3 Creating Conversations
  • 25.3.1 How to Create a Conversation
  • 25.3.2 Changing the Project Default Conversation
• 25.4 Defining Conversations for a BPMN Element
  • 25.4.1 How to Define a Conversation for a BPMN Element
  • 25.4.2 What Happens When You Define a Conversation for a BPMN Element
• 25.5 Viewing the Collaboration Diagram
  • 25.5.1 How to View the Collaboration Diagram
  • 25.5.2 How to Hide a Collaboration
  • 25.5.3 How to Show a Collaboration

26 Writing Expressions

• 26.1 Introduction to Expressions in Oracle BPM
• 26.2 Writing Conditions in Conditional Sequence Flows
  • 26.2.1 How to Implement a Conditional Sequence Flow
• 26.3 Writing Expressions in Complex Gateways
  • 26.3.1 How to Implement a Complex Gateway
• 26.4 Writing Expressions in Timer Events
  • 26.4.1 How to Use an Expression in a Timer Event
• 26.5 Writing Expressions in Data Associations
  • 26.5.1 How to Use an Expression in a Data Association
• 26.6 Writing Conditions in Loop and Multi-Instance Markers in Subprocesses
  • 26.6.1 How to Configure Loop Markers
  • 26.6.2 How to Configure Multi-Instance Markers
• 26.7 Writing Expressions and Conditions Using the Simple Expression Builder
  • 26.7.1 How to Use a Data Object in an Expression
  • 26.7.2 How to Use a Function in an Expression
• 26.8 Simple Expression Builder Supported Operators
  • 26.8.1 Operators Precedence
• 26.9 Simple Expression Builder Supported Functions
  • 26.9.1 String Functions
    • 26.9.1.1 length
    • 26.9.1.2 concatenation
    • 26.9.1.3 contains
    • 26.9.1.4 startsWith
  • 26.9.2 Numeric Functions
    • 26.9.2.1 floor
    • 26.9.2.2 ceil
    • 26.9.2.3 round
    • 26.9.2.4 abs
  • 26.9.3 DateTime and Interval Functions
    • 26.9.3.1 now
    • 26.9.3.2 addition
    • 26.9.3.3 subtraction
    • 26.9.3.4 year
    • 26.9.3.5 month
    • 26.9.3.6 day
    • 26.9.3.7 hours
    • 26.9.3.8 minutes
    • 26.9.3.9 seconds
    • 26.9.3.10 timezone
• 26.10 Writing Expressions Using the XPath Expression Builder
  • 26.10.1 How to Add a Variable to an XPath Expression
  • 26.10.2 How to Use a Function in an XPath Expression
• 26.11 Using Arrays
  • 26.11.1 Accessing an Attribute of an Element Within an Array
  • 26.11.2 Obtaining the Length of an Array
• 26.12 Using Literals
  • 26.12.1 Using String Literals
  • 26.12.2 Using Time Literals
  • 26.12.3 Using Interval Literals
  • 26.12.4 Using Array Literals
• 26.13 XPath BPM Extension Functions
  • 26.13.1 getActivityInstanceAttribute
  • 26.13.2 getDataInput
  • 26.13.3 getDataObject
  • 26.13.4 getDataOutput
  • 26.13.5 getGatewayInstanceAttribute
  • 26.13.6 getProcessInstanceAttribute

Part VII Using Human Interaction Components

27 Getting Started with Human Workflow

• 27.1 Introduction to Human Workflow
• 27.2 Introduction to Human Workflow Concepts
  • 27.2.1 Introduction to Design and Runtime Concepts
    • 27.2.1.1 Task Assignment and Routing
    • 27.2.1.2 Static, Dynamic, and Rule-Based Task Assignment
    • 27.2.1.3 Task Stakeholders
    • 27.2.1.4 Task Deadlines
    • 27.2.1.5 Notifications
    • 27.2.1.6 Task Forms
    • 27.2.1.7 Advanced Concepts
    • 27.2.1.8 Reports and Audit Trails
  • 27.2.2 Introduction to the Stages of Human Workflow Design
• 27.3 Introduction to Human Workflow Features
  • 27.3.1 Human Workflow Use Cases
    • 27.3.1.1 Task Assignment to a User or Role
    • 27.3.1.2 Use of the Various Participant Types
    • 27.3.1.3 Escalation, Expiration, and Delegation
    • 27.3.1.4 Automatic Assignment and Delegation
    • 27.3.1.5 Dynamic Assignment of Users Based on Task Content
• 27.4 Introduction to Human Workflow Architecture
  • 27.4.1 Human Workflow Services
  • 27.4.2 Use of Human Task
  • 27.4.3 Service Engines

28 Designing Human Tasks in Oracle BPM

• 28.1 Introduction to Designing Human Tasks in Oracle BPM
  • 28.1.1 Typical Design Workflow
• 28.2 Creating a Human Task from Oracle BPM Studio
  • 28.2.1 How to Create a Human Task from Oracle BPM Studio
  • 28.2.2 How to Configure the Outcome of a Human Task
  • 28.2.3 How to Add a Parameter to Human Task
  • 28.2.4 How to Configure the Outcome Target of a Human Task
  • 28.2.5 What Happens When You Create a Human Task from Oracle BPM Studio
• 28.3 Editing a Human Task from Oracle BPM Studio
  • 28.3.1 How to Edit a Human Task Using the User Task Properties Dialog
• 28.4 Creating a Human Task from the SOA Composite Editor
  • 28.4.1 How to Create a Human Task from the SOA Composite Editor
  • 28.4.2 What Happens When You Create a Human Task from the SOA Composite Editor
• 28.5 Implementing a User Task with an Existing Human Task
  • 28.5.1 How to Implement a User Task With an Existing Human Task
  • 28.5.2 What Happens When You Implement a User Task With an Existing Human Task
  • 28.5.3 How to Associate the Process Payload to the Human Task Payload
• 28.6 Editing a Human Task Using the Human Task Editor
  • 28.6.1 How to Edit a Human Task Using the Human Task Editor
• 28.7 Configuring a Human Task Using the Human Task Editor
  • 28.7.1 How to Specify an E-mail Address for the Recipient of a Notification
  • 28.7.2 How to Configure Oracle UCM Repository to Store Task Attachments

29 Configuring Human Tasks

• 29.1 Accessing the Sections of the Human Task Editor
  • 29.1.1 How to Access the Sections of the Human Task Editor
• 29.2 Specifying the Title, Description, Outcome, Priority, Category, Owner, and Application Context
  • 29.2.1 How to Specify the Title, Description, Outcome, Priority, Category, Owner, and Application Context
  • 29.2.2 How to Specify a Task Title
  • 29.2.3 How to Specify a Task Description
  • 29.2.4 How to Specify a Task Outcome
  • 29.2.5 How to Specify a Task Priority
  • 29.2.6 How to Specify a Task Category
  • 29.2.7 How to Specify a Task Owner
    • 29.2.7.1 Specifying a Task Owner Statically Through the User Directory or a List of Application Roles
    • 29.2.7.2 Specifying a Task Owner Dynamically Through an XPath Expression
  • 29.2.8 How To Specify an Application Context
• 29.3 Specifying the Task Payload Data Structure
  • 29.3.1 How to Specify the Task Payload Data Structure
• 29.4 Assigning Task Participants
  • 29.4.1 How to Specify a Stage Name and Add Parallel and Sequential Blocks
  • 29.4.2 How to Assign Task Participants
  • 29.4.3 How to Configure the Single Participant Type
    • 29.4.3.1 Creating a Single Task Participant List
    • 29.4.3.2 Specifying a Time Limit for Acting on a Task
    • 29.4.3.3 Inviting Additional Participants to a Task
    • 29.4.3.4 Bypassing a Task Participant
  • 29.4.4 How to Configure the Parallel Participant Type
    • 29.4.4.1 Specifying the Voting Outcome
    • 29.4.4.2 Creating a Parallel Task Participant List
    • 29.4.4.3 Specifying a Time Limit for Acting on a Task
    • 29.4.4.4 Inviting Additional Participants to a Task
    • 29.4.4.5 Bypassing a Task Participant
  • 29.4.5 How to Configure the Serial Participant Type
    • 29.4.5.1 Creating a Serial Task Participant List
    • 29.4.5.2 Specifying a Time Limit for Acting on a Task
    • 29.4.5.3 Inviting Additional Participants to a Task
    • 29.4.5.4 Bypassing a Task Participant
  • 29.4.6 How to Configure the FYI Participant Type
    • 29.4.6.1 Creating an FYI Task Participant List
• 29.5 Selecting a Routing Policy
  • 29.5.1 How to Route Tasks to All Participants in the Specified Order
    • 29.5.1.1 Allowing All Participants to Invite Other Participants
    • 29.5.1.2 Stopping Routing of a Task to Further Participants
    • 29.5.1.3 Enabling Early Completion in Parallel Subtasks
    • 29.5.1.4 Completing Parent Subtasks of Early Completing Subtasks
  • 29.5.2 How to Specify Advanced Task Routing Using Business Rules
    • 29.5.2.1 Introduction to Advanced Task Routing Using Business Rules
    • 29.5.2.2 Facts
    • 29.5.2.3 Action Types
    • 29.5.2.4 Sample Ruleset
    • 29.5.2.5 Linked Dictionary Support
    • 29.5.2.6 Creating Advanced Routing Rules
  • 29.5.3 How to Use External Routing
  • 29.5.4 How to Configure the Error Assignee
• 29.6 Specifying Multilingual Settings and Style Sheets
  • 29.6.1 How to Specify WordML and Other Style Sheets for Attachments
  • 29.6.2 How to Specify Multilingual Settings
• 29.7 Escalating, Renewing, or Ending the Task
  • 29.7.1 Introduction to Escalation and Expiration Policy
  • 29.7.2 How to Specify a Policy to Never Expire
  • 29.7.3 How to Specify a Policy to Expire
  • 29.7.4 How to Extend an Expiration Policy Period
  • 29.7.5 How to Escalate a Task Policy
  • 29.7.6 How to Specify Escalation Rules
  • 29.7.7 How to Specify a Due Date
• 29.8 Specifying Participant Notification Preferences
  • 29.8.1 How to Notify Recipients of Changes to Task Status
  • 29.8.2 How to Edit the Notification Message
  • 29.8.3 How to Set Up Reminders
  • 29.8.4 How to Change the Character Set Encoding
  • 29.8.5 How to Secure Notifications to Exclude Details
  • 29.8.6 How to Display the Oracle BPM Worklist URL in Notifications
  • 29.8.7 How to Make Email Messages Actionable
  • 29.8.8 How to Send Task Attachments with Email Notifications
  • 29.8.9 How to Send Email Notifications to Groups and Application Roles
  • 29.8.10 How to Customize Notification Headers
  • 29.8.11 How to Specify an E-mail Address for the Recipient of a Notification
• 29.9 Specifying Access Policies and Task Actions on Task Content
  • 29.9.1 How to Specify Access Policies on Task Content
    • 29.9.1.1 Introduction to Access Rules
    • 29.9.1.2 Specifying User Privileges for Acting on Task Content
    • 29.9.1.3 Specifying Actions for Acting Upon Tasks
  • 29.9.2 How to Specify a Workflow Digital Signature Policy
    • 29.9.2.1 Specifying a Certificate Authority
• 29.10 Specifying Restrictions on Task Assignments
  • 29.10.1 How to Specify Restrictions on Task Assignments
• 29.11 Specifying Java or Business Event Callbacks
  • 29.11.1 How to Specify Callback Classes on Task Status
    • 29.11.1.1 Specifying Java Callbacks
    • 29.11.1.2 Specifying Business Event Callbacks
  • 29.11.2 How to Specify Task and Routing Customizations in BPEL Callbacks
  • 29.11.3 How to Disable BPEL Callbacks
• 29.12 Storing Documents in Oracle Enterprise Content Management
  • 29.12.1 How to Configure Oracle UCM Repository to Store Task Attachments

30 Working with Guided Business Processes

• 30.1 Introduction to Guided Business Processes
  • 30.1.1 Guided Business Process Design Time Architecture
  • 30.1.2 Components of a Guided Business Process
  • 30.1.3 Guided Business Process Run-Time Architecture
    • 30.1.3.1 Client Tier
    • 30.1.3.2 Business Logic Tier
    • 30.1.3.3 Data Tier
• 30.2 Guided Business Process Use Cases
  • 30.2.1 Online Public Sector Form Processing
  • 30.2.2 Online Loan Application Procedure
• 30.3 Standards and Guidelines for Working with Guided Business Processes
• 30.4 The Typical Flow of Developing a Guided Business Process
• 30.5 Introduction to Developing a Guided Business Process
• 30.6 Developing a BPMN Guided Business Process
  • 30.6.1 How to Develop a BPMN Guided Business Process
  • 30.6.2 What Happens When You Develop a BPMN Guided Business Process
  • 30.6.3 How to Add a New Milestone to a Guided Business Process
  • 30.6.4 What Happens When You Add a Milestone to a Guided Business Process
  • 30.6.5 How to Add a User Task to a Milestone
  • 30.6.6 What Happens When You Add a User Task to a Milestone
  • 30.6.7 How to Move a User Task to Another Milestone
  • 30.6.8 What Happens When You Move a User Task to Another Milestone
  • 30.6.9 How to Order the Milestones in a BPMN Guided Business Process
  • 30.6.10 What Happens When You Order the Milestones in a Guided Business Process
  • 30.6.11 How to Delete a Task from a Guided Business Process
  • 30.6.12 What Happens When You Delete a Task from a Guided Business Process
  • 30.6.13 How to Delete a Milestone
  • 30.6.14 What Happens When You Delete Milestone
  • 30.6.15 How to Configure an Optional Task
  • 30.6.16 What Happens When You Configure an Optional Task
  • 30.6.17 How to Configure a Parallel Task Flow in a BPMN Guided Business Process
  • 30.6.18 How to Branch the Task Flow in a BPMN Guided Business Process
  • 30.6.19 How to Configure a Task to Display a Blocked Icon
  • 30.6.20 What Happens When You Configure a Task to Display a Blocked Icon and Message
  • 30.6.21 How to Configure an Icon for a Guided Business Process
  • 30.6.22 What Happens When You Configure an Icon for a Guided Business Process
  • 30.6.23 How to Configure an Icon for a Milestone
  • 30.6.24 What Happens When You Configure an Icon for a Milestone
  • 30.6.25 How to Configure the Display Mode for a Guided Business Process
  • 30.6.26 What Happens When You Configure the Display Mode for a Guided Business Process
  • 30.6.27 How to Configure the Display Mode for a Milestone
  • 30.6.28 What Happens When You Configure the Display Mode for a Milestone
  • 30.6.29 How to Configure the Display Mode for a User Task
  • 30.6.30 What Happens When You Configure the Display Mode for a User Task
  • 30.6.31 How to Configure the Task Access Mode for a Guided Business Process
  • 30.6.32 What Happens When You Configure the Task Access Mode for a Guided Business Process
  • 30.6.33 How to Localize a BPMN Guided Business Process
  • 30.6.34 How to Localize a Milestone
  • 30.6.35 How to Localize a User Task
  • 30.6.36 What Happens When You Localize a Guided Business Process
• 30.7 Configuring Activity Guide Properties
• 30.8 Deploying an Guided Business Process to Oracle Weblogic Server
  • 30.8.1 How to Deploy a Guided Business Process
  • 30.8.2 What Happens When You Deploy a Guided Business Process to Oracle WebLogic Server
• 30.9 Testing Guided Business Processes
  • 30.9.1 What Happens When You Create a Guided Business Process Instance

31 Building a Guided Business Process Client Application

• 31.1 Introduction to Building a Guided Business Process Client Application
• 31.2 Developing a Guided Business Process Client Application with Oracle ADF
  • 31.2.1 How to Develop a Guided Business Process Client Application
  • 31.2.2 What Happens When You Develop a Guided Business Process Application with Oracle ADF
  • 31.2.3 What Happens at Run Time: How a Guided Business Process Application Is Developed with Oracle ADF
• 31.3 Securing the Guided Business Process Client Application
• 31.4 Localizing a Guided Business Process Client Application
  • 31.4.1 How to Configure the Supported Locales for a Guided Business Process Client Application
• 31.5 Guided Business Process Run-time APIs
  • 31.5.1 Guided Business Process query Service API
  • 31.5.2 JNDI Names for the Guided Business Process Enterprise Java Beans
• 31.6 Developing an Example of a User Interface for Guided Business Process Tasks Using Guided Business Process Run-Time Services
• 31.7 Using Guided Business Process Logging
  • 31.7.1 How to Enable Client Side Logging
  • 31.7.2 How to Enable Server-Side Logging
  • 31.7.3 Configuring Log Levels
  • 31.7.4 How to View Guided Business Process Log Messages
  • 31.7.5 Understanding Guided Business Process Log Messages

32 Using Approval Management

• 32.1 Introduction to Approval Management
  • 32.1.1 AMX Components
• 32.2 Understanding Approval Management Concepts
  • 32.2.1 Task
  • 32.2.2 Service Data Objects
  • 32.2.3 Stages
  • 32.2.4 List Builders
  • 32.2.5 Task Operations
  • 32.2.6 Business Rules for Approval
    • 32.2.6.1 List Creation
    • 32.2.6.2 Approver Substitution
    • 32.2.6.3 List Modification
• 32.3 Designing Approval Management Tasks in Oracle JDeveloper
  • 32.3.1 Introduction to the Modeling Process
  • 32.3.2 Before You Begin
  • 32.3.3 Specifying General Information
    • 32.3.3.1 Task-Title Globalization
  • 32.3.4 Specifying Task Parameters
    • 32.3.4.1 How to Create Service Data Object (SDO) References
    • 32.3.4.2 How to Define Entity Parameters
    • 32.3.4.3 How to Define Collections
  • 32.3.5 Specifying Mapped Attributes
    • 32.3.5.1 About Attribute Labels and Attribute-Label Mappings
    • 32.3.5.2 How to Define Attribute-Label Mappings
  • 32.3.6 Specifying Routing and Approval Policies
    • 32.3.6.1 How to Model and Configure Stages
    • 32.3.6.2 How to Model Task Participants
    • 32.3.6.3 How to Model and Configure List Builders
    • 32.3.6.4 How to Use Business Rules to Specify List Builders
    • 32.3.6.5 How to Use Assignment Context
    • 32.3.6.6 How to Aggregate Task Approvals
  • 32.3.7 Defining Escalation and Renewal Policies
  • 32.3.8 Specifying Notification Settings
  • 32.3.9 Using Advanced Settings
    • 32.3.9.1 How to Add Callbacks for Notes, Attachments, and Validation
    • 32.3.9.2 How to Define Security Access Rules
• 32.4 Using the End-to-End Approval Management Samples
• 32.5 Using Approval Management Features of the Oracle BPM Worklist and Process Workspace
  • 32.5.1 How to Use Task Forms
    • 32.5.1.1 Header View
    • 32.5.1.2 Task Payload View
    • 32.5.1.3 Task History View
    • 32.5.1.4 Comments and Attachments View
  • 32.5.2 How to Create Mapped Attribute Labels
    • 32.5.2.1 Importing and Exporting Attribute-Label Definitions
    • 32.5.2.2 Internationalizing Attribute Labels
  • 32.5.3 Administering Approval Groups
    • 32.5.3.1 How to View Approval Groups
    • 32.5.3.2 How to Search for an Approval Group
    • 32.5.3.3 How to Add a Static Approval Group
    • 32.5.3.4 How to Add a New Member to a Static Approval Group
    • 32.5.3.5 How to Delete a Member from an Approval Group
    • 32.5.3.6 How to Move an Approval Group's Members
    • 32.5.3.7 How to Nest Approval Groups
    • 32.5.3.8 How to Rename an Approval Group
    • 32.5.3.9 Using Dynamic Approval Groups
    • 32.5.3.10 How to Delete an Approval Group
  • 32.5.4 Using Task Configuration
    • 32.5.4.1 How to Edit Event-Driven Settings
    • 32.5.4.2 How to Edit Data-Driven Settings
  • 32.5.5 Using the Task Listing Region
    • 32.5.5.1 How to Embed the Task Listing Region in an Application
    • 32.5.5.2 How to Use Task Listing Region Parameters
  • 32.5.6 How to Use the Task History Region to Preview Approvers
• 32.6 Using the User Metadata Migration Utility

Part VIII Appendices

A Modifying Running Process Instances in Oracle Business Process Management Workspace

• A.1 Altering the Flow of Running Process Instances in Process Workspace
  • A.1.1 How to Alter the Flow of Running Process Instances in Process Workspace
• A.2 Migrating Process Instances in Process Workspace
  • A.2.1 How to Migrate Process Instance in Process Workspace
  • A.2.2 How to Resume a Suspended Component
• A.3 What You May Need to Know About Redeploying a Process

B Integrating with Business Intelligence using Process Star Schema Views

• B.1 About Integrating Oracle BPM Process Star Schema with Business Intelligence (BI)
• B.2 Standard Views
  • B.2.1 Dimension Views
  • B.2.2 Standard Fact Views
    • B.2.2.1 Views Representing Fact Tables
    • B.2.2.2 Views Representing Standard Dimension Tables
    • B.2.2.3 BPM_ACTIVITY_PERFORMANCE_V
    • B.2.2.4 BPM_PROCESS_PERFORMANCE_V
    • B.2.2.5 BPM_ACTIVITY_INSTANCE_V
    • B.2.2.6 BPM_PROCESS_INSTANCE_V
    • B.2.2.7 BPM_PROCESS_DEFINITION_V
    • B.2.2.8 BPM_ACTIVITY_DEFINITION_V
    • B.2.2.9 BPM_ROLE_DEFINITION_V
• B.3 Process-Specific Views
  • B.3.1 BPM_ACTV_PERF_<IDENTIFIER>_V
    • B.3.1.1 Data Granularity
    • B.3.1.2 Unique Key
    • B.3.1.3 Metrics Information
  • B.3.2 BPM_PRCS_PERF_< IDENTIFIER >_V
    • B.3.2.1 Data Granularity
    • B.3.2.2 Unique Key
    • B.3.2.3 Metrics Information
  • B.3.3 BPM_ACTV_INST_<IDENTIFIER>_V
    • B.3.3.1 Data Granularity
    • B.3.3.2 Unique Key
    • B.3.3.3 Metrics Information
  • B.3.4 BPM_PRCS_INST_<IDENTIFIER>_V
    • B.3.4.1 Data Granularity
    • B.3.4.2 Unique Key
    • B.3.4.3 Metrics Information