Using Studio

 

This document explains how to design, administer, and monitor workflows using BEA WebLogic Process Integrator Studio.

 

 

BEA WebLogic Process Integrator Overview

Business Processes and Workflows

Workflow Automation and Management

Business Organizations and Workflows

Workflow Design and Integration

BEA WebLogic Process Integrator Components

Run-Time Process Engine

Studio Client Application

Worklist Client Application

System Architecture

Defining a Workflow

Workflow Components

 

Getting Started with the Studio

Logging In to the Studio

Overview of the Studio Interface

Menu Options

Folder Tree Display

Workflow Drawing Area and Toolbar

Toggling Between Normal and Interface View

Setting Interface View Preferences

Viewing Inbound XML Document Data

Viewing Outbound XML Document Data

Viewing Subworkflow Data

Viewing Business Operation Data

Viewing Plug-In Data

Exiting the Studio

 

Working with Plug-Ins

What Is a Plug-In?

Viewing Plug-Ins

Loading Plug-Ins

Configuring Plug-Ins

Deleting a Configuration

 

Administering Data

Understanding Security

About Security Realms

About Levels of Permission

Available Functions

Configuring Security

Maintaining Organizations

Adding an Organization

Updating an Organization

Deleting an Organization

Maintaining Roles

Creating a Role

Updating a Role

Deleting a Role

Changing the Mapping for Roles

Setting Permissions for Roles

Maintaining Users

Adding a User to the Current Organization

Removing a User from the Current Organization

Creating a User

Deleting a User

Updating User Properties

Setting Permissions for Users

Administering Task Routing

Adding a Routing Specification

Updating a Task Routing Specification

Deleting a Task Routing Specification

Refreshing the Task List

Administering Business Calendars

Creating a Calendar

Updating a Calendar

Deleting a Calendar

Understanding Business Operations

Using the Business Operations Dialog Box

Defining a Business Operation

 

Defining and Maintaining Workflows

Understanding Workflow Templates and Workflow Template Definitions

Creating a New Workflow Template

Creating a New Workflow Template Definition

Specifying Workflow Template Definition Properties

Opening Workflow Template Definitions

Saving and Closing Workflow Template Definitions

Printing Workflow Template Definitions

Copying Workflow Template Definitions

Copying Entire Workflow Template Definitions

Copying Nodes Within Workflow Template Definitions

Copying Actions Within or Between Workflow Node Shapes

Deleting Workflow Template Definitions

Deleting Workflow Templates

Understanding Effective and Expiry Dates

Exporting and Importing Workflow Packages

Exporting Packages

Importing Packages

Exporting Workflow Template Definitions

Importing Workflow Template Definitions

 

Working with Workflow Components

Adding Workflow Components to a Workflow Diagram

Deleting Components from a Workflow Diagram

Understanding Variables

Defining Variables

Updating Variables

Locating Variables in the Workflow

Variable Conversion Rules

Defining Start

Specifying Multiple Starts

Defining a Start Node

Defining a Start Node Using an Event Trigger

Defining Dones

Defining Decisions

Defining Tasks

Defining Events

Using Joins (And/Or)

How Joins Work

Defining a Join

 

Defining Actions

Working with Actions

Action Categories

Synchronous and Asynchronous Actions

Action Placement and Subactions

Adding or Updating an Action

Deleting an Action

Changing the Sequence of Actions

Using Task Actions

Mark Task as Done

Unmark Task Done

Set Task Due Date

Assign Task to User

Assign Task to Role

Assign Task Using Routing Table

Unassign Task

Set Task Comment

Set Task Priority

Execute Task

Using Workflow Actions

Mark Workflow as Done

Abort Workflow

Start Workflow

Set Workflow Variable

Set Workflow Comment

Using Integration Actions

Post XML Event

Send XML to Client

Using the Send XML to Client Action with the Worklist Application

Call Program

Perform Business Operation

XSL Transform

Using Exception Handling Actions

Using Miscellaneous Actions

No Operation

Send E-Mail Message

Evaluate Condition

Timed Event

Cancel Workflow Event

Make Audit Entry

 

Using Expressions and Conditions

Workflow Expression Functionality

Generate a String that Uniquely Identifies a Workflow Instance

Determine Whether a Particular Event Should Trigger a Workflow

Using the Expression Builder

Using Expression Components

Functions

Date Function Format

Operators

Literals

Variables

Creating XPath Expressions and Functions Using the XPath Wizard

Creating XPath Location Expressions

Viewing XPath Location Expressions

Testing XPath Location Expressions

Creating and Testing XPath Functions

Using XPath Expressions and Functions From the Expression Builder

 

Handling Workflow Exceptions

Workflow Exception Handling Overview

Defining Exception Handlers

Using Exception Handling Actions

Invoke Exception Handler

Set Workflow Exception Handle

Exit Exception Handler

WebLogic Process Integrator Error Messages

 

Monitoring Workflows

Using the Workflow Monitoring Features

User Interface

Workflow Instance Status

Viewing Workflow Status

Viewing Workflow Variables

Deleting Workflow Instances

Viewing User Worklists

Viewing Role Worklists

Using Workload Reports

Compiling Workload Report Information

Viewing Workload Reports

Using Statistics Reports

Compiling Statistics Report Information

Viewing Statistics Reports

 

Understanding Event-Driven Processing

What Is an Event?

What Is an Event Key?

What Is an Event Condition?

Defining an Event Key

 

Example of Starting a Workflow Using an Event

 

Working with XML Entities

Locating XML Entities Using the XML Finder

Retrieving the Most Recently Used XML Entities

Retrieving XML Entities from the XML Repository

Retrieving XML Entities from the Local File System

Retrieving XML Entities from a URL

Managing the XML Repository

Viewing the Contents of the Repository

Working with the Entire Repository

Working with Folders

Working with XML Entities