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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 11.1.1.7
Part I
Using Oracle BPM Studio
1
Introduction to Oracle BPM Studio
1.1
Overview of Oracle BPM Studio
1.1.1
Oracle BPM Studio Use Cases
1.1.2
Introduction to JDeveloper Roles
1.2
Overview of the Application Development Life Cycle
1.2.1
Introduction to Modeling, Implementation, and Deployment
1.2.2
Workflow: Modeling, Implementing, and Deploying an Application
1.2.3
Workflow: Creating Applications Based on Process Blueprints
1.2.4
Workflow: Creating Project Templates
1.2.5
Workflow: Integration between the Oracle BPM Suite and Oracle BPA
1.3
Introduction to the Oracle BPM Studio User Interface
1.3.1
Oracle BPM Project Navigator
1.3.2
Application Navigator
1.3.3
BPMN Process Editor
1.3.4
BPMN Component Palette
1.3.5
Property Inspector
1.3.6
Oracle BPM MDS Browser
1.3.7
Structure View
1.3.8
Thumbnail View
1.3.9
Simulation View
1.3.10
Log Window
1.3.11
Documentation Window
2
Working with Projects and Project Templates
2.1
Introduction to Oracle BPM Projects
2.1.1
Introduction to Project Resources
2.1.2
Sharing Projects Between Oracle BPM Users
2.2
Creating and Working with Projects
2.2.1
How to Create a New Project
2.2.2
How to Open a Project from the File System
2.2.3
How to Export a Project
2.2.4
How to Import a Previously Exported Project
2.2.5
How to Edit Project Preferences
2.3
Introduction to Project Templates
2.3.1
Introduction to Edit Policies
2.3.1.1
Process Level Edit Policies
2.3.1.2
Activity Edit Policies
2.3.2
Using Data Objects and Variables in Project Templates
2.3.3
Using the Business Catalog in Project Templates
2.4
Working with Project Templates
2.4.1
How to Create a New Project Template
2.4.2
How to Create a Project Template from an Existing BPM Project
2.4.3
How to Set the Edit Policies for a Process in a Project Template
2.4.4
How to Set the Edit Policies for an Activity in a Project Template
2.5
Using the Oracle BPM Metadata Service (MDS) Repository
2.5.1
Introduction to the Oracle Metadata Service (MDS) Repository
2.5.2
Introduction to the Oracle BPM Metadata Service (MDS) Repository
2.5.3
Introduction to the Oracle BPM Metadata Service Browser
2.5.4
How to Configure a Connection to the Oracle BPM Metadata Service Repository
2.5.5
How to Refresh the Oracle BPM MDS Repository
2.5.6
How to Publish a Project or Project Template to Oracle BPM MDS
2.5.7
How to Checkout a Project in Oracle BPM MDS
2.5.8
How to Lock or Unlock a Project in Oracle BPM MDS
2.5.9
How to Display MDS Status Information of a Project
3
Working with Processes and the Process Editor
3.1
Getting Started with Processes
3.1.1
Introduction to Business Processes
3.1.1.1
Types of Processes
3.1.2
How to Create a New Business Process
3.1.3
How to Open a Business Process
3.1.4
How to Delete a Business Process
3.1.4.1
What You Need to Know About Deleting a Business Process
3.1.5
How to Edit Process Preferences
3.2
Introduction to the Process Editor
3.3
Working with Processes
3.3.1
How to Export a Process As an Image
3.3.2
How to Change the Highlight Level for Messages in a Process
3.3.3
How to Change the Zoom Level in a Process
3.3.4
How to Configure Layout Properties and Use a Grid in a Process
3.4
Working with Flow Objects in Your Process
3.4.1
How to Add Flow Objects from the Component Palette
3.4.2
How to Add Flow Objects from the Process Editor Toolbar
3.4.3
How to Add Flow Objects from a Context Menu
3.4.4
How to Edit Flow Object Properties
3.4.5
How to Display and Fix Errors or Warnings in Flow Objects
3.4.6
How to Mark and Unmark a Flow Object as Draft
3.4.7
How to Copy and Paste Flow Objects
3.4.8
How to Add and Use Sequence Flows
3.5
Working with Draft Processes
3.5.1
Introduction to Draft Processes
3.5.2
How to Mark a Flow Object as Draft
3.6
Documenting Your Process
3.6.1
Introduction to the Documentation Editor
3.6.2
How to Add Documentation to Your Process
3.7
Importing and Exporting Process Models
3.7.1
Importing Process Models into Oracle BPM
3.7.2
Exporting BPMN Processes to Oracle Tutor
Part II Modeling a Process
4
Modeling Your Organization
4.1
Introduction to Organizations
4.1.1
Introduction to the Organization Editor
4.2
Introduction to Roles
4.3
Introduction to Organizational Charts
4.3.1
Introduction to Organizational Units
4.3.2
Introduction to Calendars
4.3.3
Introduction to Holidays
4.4
Working with Roles
4.4.1
How to Create a New Role
4.4.2
How to Add Members to a Role
4.5
Working with Organizations
4.5.1
How to Create an Organizational Unit
4.5.2
How to Create a Calendar
4.5.3
How to Create Holidays
5
Handling Information in Your Process Design
5.1
Introduction to Handling Information in Your Process Design
5.1.1
Basic Data Objects versus Complex Data Objects
5.2
Introduction to Data Objects
5.2.1
Supported Data Types for Data Objects
5.2.2
Default Values
5.3
Working with Process Data Objects
5.3.1
How to Add a Process Data Object
5.3.2
How to Edit a Process Data Object
5.3.3
How to Delete a Data Object
5.3.4
How to Assign a Value to a Process Data Object
5.4
Introduction to Activity Instance Attributes
5.5
Working with Activity Instance Attributes
5.6
Introduction to Subprocess Data Objects
5.7
Working with Subprocess Data Objects
5.7.1
Adding a Data Object to a Subprocess
5.7.2
Editing a Data Object in a Subprocess
5.7.3
Deleting a Data Object from a Subprocess
5.8
Introduction to Project Data Objects
5.8.1
Business Indicators
5.8.2
Supported Data Types for Project Data Objects
5.9
Working with Project Data Objects
5.9.1
How to Add a Project Data Object
5.9.2
How to Edit a Project Data Object
5.9.3
How to Delete a Project Data Object
5.9.4
How to Assign a Value to a Project Data Object
5.10
Introduction to Arguments
5.11
Naming Conventions
5.12
Scope and Access
5.13
Introduction to Data Associations
5.13.1
Introduction to the Data Association Editor
5.14
Introduction to Transformations
5.15
Defining Transformations
5.15.1
How to Define a Transformation
5.15.2
What Happens When You Define a Transformation
6
Importing BPMN Processes from a BPA Repository
6.1
Introduction to Importing Processes from the BPA Repository
6.2
Creating a BPM Project from a BPA Project
6.2.1
How to Configure a BPA Project to Use It from Oracle BPM
6.2.2
How to Create a BPM Project from a BPA Project
6.2.3
How to Add a BPA Server
6.2.4
What Happens When You Create a BPM Project from a BPA Project
6.3
Merging Changes from an Updated BPA Model
6.3.1
How to Merge Changes from an Updated BPA Model
6.3.2
What Happens When You Merge the Changes from an Updated BPA Model
Part III Analyzing Process Performance
7
Running Simulations in Oracle BPM
7.1
Introduction to Running Simulations in Oracle BPM
7.1.1
Simulation Models and Simulation Definitions
7.2
Creating Simulation Models
7.2.1
How to Create a Simulation Model from a Business Process
7.2.2
How to Create and Configure a Simulation Model
7.3
Configuring Boundary Events
7.4
Creating Simulation Definitions
7.4.1
How to Create a Simulation Definition
7.5
Running Simulations
7.5.1
How to Run a Simulation
7.5.2
What Happens When You Run a Simulation
7.5.3
Understanding the Simulation View
7.6
Analyzing the Results of a Simulation
7.6.1
How to Analyze the Results of a Simulation Using a Chart
7.6.2
How to Generate a Simulation Report
7.6.3
What Happens when You Generate a Simulation Report
8
Using Process Analytics
8.1
Introduction to Process Analytics
8.1.1
Process and Activity Performance Metrics
8.1.2
Workload Metrics
8.1.3
Human Resource Metrics
8.2
Typical Process Analytics Workflow
8.3
Configuring Projects, Processes and Activities to Generate Sampling Points
8.3.1
How to Configure the Sampling Point Generation of a Project
8.3.2
What Happens When You Configure a Project To Generate Sampling Points
8.3.3
How to Configure the Sampling Point Generation for a Process
8.3.4
What Happens When You Configure the Sampling Point Generation for a Process
8.3.5
How to Configure the Sampling Point Generation for an Activity
8.3.6
What Happens When You Configure the Sampling Points for an Activity
8.4
Adding Business Indicators to Projects
8.4.1
How to Add a Business Indicator to a Project
8.4.2
What Happens When You Add a Business Indicator to a Process
8.5
Adding Measurement Marks to Processes
8.5.1
How to Add Single Measurement Marks to a Process
8.5.2
What Happens When You Add a Single Measurement to a Process
8.5.3
How to Measure a Business Indicator in a Process Section Using Measurement Marks
8.5.4
What Happens When You Measure a Business Indicator in a Process Section Using Measurement Marks
8.6
Adding Counters to the Activities in a Process
8.6.1
How to Add a Counter Mark to an Activity in a Process
8.6.2
What Happens When You Add a Counter Mark to an Activity in a Process
8.6.3
How to Delete a Counter Mark
8.6.4
What Happens When You Delete a Counter Mark
8.7
Defining Analytics View Identifier
8.7.1
How to Define the Analytics View Identifier
8.8
Configuring Cubes Generation in a Project
8.8.1
BPM Process Cubes
8.8.2
How to Configure BPM Process Cubes Generation in a Project
8.8.3
What Happens When You Enable BPM Process Cubes in a Project
8.9
Enabling Oracle BAM in a Project
8.9.1
How to Enable Oracle BAM in a Project
8.9.2
What Happens When You Enable Oracle BAM
Part IV Working with Business Components
9
Using the Business Catalog
9.1
Introduction to the Business Catalog
9.1.1
Non-Synthesized Components
9.1.2
Synthesized Components
9.1.3
Adding Components to the Business Catalog
9.1.4
Using Modules to Organize Business Components
9.1.4.1
Predefined Modules
9.2
Adding a New Module
9.2.1
How to Add a New Module
9.2.2
What Happens When You Add a New Module
9.3
Deleting a Module
9.3.1
How to Delete a Module
9.3.2
What Happens When You Delete a Module
9.4
Customizing Synthesized Types
9.4.1
How to Customize a Synthesized Type
9.4.2
What Happens When You Customize a Synthesized Type
10
Modeling Business Objects
10.1
Introduction to Business Objects
10.1.1
Types of Business Objects
10.1.2
Benefits of Modeling Using Business Objects
10.1.3
Naming Conventions for Business Objects
10.2
Working with Business Objects
10.2.1
How to Add a Business Object
10.2.2
What Happens When You Add a Business Object
10.2.3
How to Modify a Business Object
10.2.4
How to Delete a Business Object
10.2.5
What Happens When You Delete a Business Object
10.2.6
How to Document a Business Object
10.2.7
What Happens When You Document a Business Object
10.3
Using a Business Object in a Process
10.3.1
How to Use a Business Object in a Process
10.3.2
What Happens When You Use a Business Object in a Process
10.4
Adding Business Objects Based on a XML Schema Element or Type
10.4.1
How to Add a Business Object Based on a XML Schema Element or Type
10.4.2
What Happens When You Create a Business Object Based on an XML Schema Element or Type
10.4.3
How to add an XML Schema to Your BPM Project
10.4.4
What Happens When You Add a Schema File to Your Project
10.5
Introduction to Business Object Attributes
10.5.1
Supported Data Types for Business Object Attributes
10.5.2
Naming Conventions for Business Object Attributes
10.6
Working with Business Object Attributes
10.6.1
How to Add a Business Object Attribute
10.6.2
How to Delete a Business Object Attribute
10.6.3
How to Document a Business Object Attribute
10.6.4
What Happens When You Document a Business Object Attribute
10.7
Sharing Business Objects
10.7.1
How to Export a Business Object
10.7.2
How to Export Multiple Business Objects and Exceptions
10.7.3
How to Import Business Objects from a File
11
Working with Human Tasks
11.1
Introduction to Human Tasks in BPM
11.2
Using Human Task Patterns in Oracle BPM
11.3
Updating User Tasks Using Update Tasks
11.3.1
Update Task Operations
11.3.2
How to Update a User Task Using Update Tasks
11.3.3
How to Configure Update Tasks
12
Working with Services and References
12.1
Introduction to Services and References
12.1.1
Introduction to Services
12.1.2
Introduction to References
12.1.3
Introduction to Callbacks
12.2
Introduction to Service Adapters in Oracle BPM
12.3
Introduction to Oracle Mediator in Oracle BPM
12.4
Introduction to BPEL Processes in Oracle BPM
12.5
Using Services in Oracle BPM
12.6
Using References in Oracle BPM
12.7
Customizing Services and References
12.7.1
How to Customize a Service or a Reference
12.7.2
How to Customize an Operation
12.7.3
What Happens When You Customize a Service or a Reference
13
Using Business Rules
13.1
Introduction to Business Rules in Oracle BPM
13.1.1
Using Business Rules in a BPMN Process
13.2
Assigning an Existing Business Rule to a Business Rule Task
13.2.1
How to Assign an Existing Business Rule to a Business Rule Task
13.2.2
What Happens When You Assign an Existing Business Rule to a Business Rule Task
13.2.3
How to Edit the Business Rule Associated to a Business Rule Task
13.3
Creating a Business Rule from Oracle BPM Studio
13.3.1
How to Create a Business Rule from Oracle BPM Studio
13.3.2
How to Add Input and Output Arguments When Creating a Business Rule Component
13.3.3
How to Configure the Advanced Properties When Creating a Business Rule Component
13.3.4
What Happens When You Create a Business Rule Task from Oracle BPM
14
Sending Notifications
14.1
Introduction to Notifications
14.2
Sending E-Mail Notifications
14.2.1
How to Send an E-Mail Notification
14.2.2
How to Configure E-Mail Notification General Properties
14.2.3
How to Configure E-Mail Notification Content Properties
14.2.4
How to Configure E-Mail Notification Attachment Properties
14.2.5
How to Configure E-Mail Notification Header Properties
14.3
Sending a User Notification
14.3.1
How to Send a User Notification
14.3.2
How to Configure User Notification General Properties
14.3.3
How to Configure User Notification Properties
14.4
Sending an SMS Notification
14.4.1
How to Send an SMS Notification
14.4.2
How to Configure SMS Notification General Properties
14.5
Sending a Voice Notification
14.5.1
How to Send an Voice Notification
14.5.2
How to Configure Voice Notification General Properties
14.6
Sending an IM Notification
14.6.1
How to Send an IM Notification
14.6.2
How to Configure IM Notification General Properties
15
Using SOA Composites with BPM Projects
15.1
Introduction to SOA Composites
15.1.1
Understanding the Relationship Between SOA Composites and SOA Components
15.1.2
Working with SOA Components
15.1.3
BPMN Process in SOA Composites
15.1.4
How Do BPMN Errors Affect the SOA Composite Status
15.2
Opening the SOA Composite in a BPM Project
15.2.1
How to Open the SOA Composite in a BPM Project
15.3
Opening BPMN Processes from the SOA Composite in a BPM Project
15.3.1
How to Open a BPMN Process from the SOA Composite in a BMP Project
15.4
Adding a BPMN Process from the SOA Composite Editor
15.4.1
How to Add a BPMN Process from the SOA Composite Editor
15.4.2
What Happens When You Add a BPMN Process from the SOA Composite Editor
15.5
Integrating with BPEL Processes Using the SOA Composite
15.6
Adding a BPMN Process as a Partner Link in a BPEL Process
15.6.1
How to Add a BPMN Process as a Partner Link in a BPEL Process
15.6.2
What Happens When You Add a BPMN Process as a Partner Link in a BPEL Process
15.7
Connecting to a BPMN Process Using Web Services
15.8
Building a BPM Project
15.8.1
How to Build a BPM Project
15.8.2
What Happens When You Build a BPM Project
Part V Controlling the Process Flow
16
Controlling the Process Flow
16.1
Introduction to Controlling the Process Flow
16.1.1
Gateways
16.1.2
Timer Events
16.1.3
Errors
16.1.4
Message Events
16.1.5
Send and Receive Tasks
16.1.6
Loop Markers
16.1.7
Multi-Instance Loop Markers
16.2
Introduction to Loop and Multi-Instance Markers in Subprocesses
16.2.1
How to Configure Loop Markers
16.2.2
How to Configure Multi-Instance Markers
17
Adding Delays, Deadlines, and Time Based Cycles to Your Process
17.1
Introduction to Timer Events
17.2
Adding a Delay to the Process Flow
17.2.1
How to Add a Delay to the Process Flow
17.2.2
What Happens When You Add a Delay to the Process Flow
17.3
Designing a Process to Start Based on a Time Condition
17.3.1
How to Design a Process to Start Based on a Time Condition
17.3.2
What Happens When You Design a Process to Start Based on a Time Condition
17.4
Configuring a Deadline for an Activity
17.4.1
How to Configure a Deadline for an Activity
17.4.2
What Happens When You Configure a Deadline for an Activity
17.5
Configuring a Deadline for a BPMN Process
17.5.1
How to Configure a Deadline for a BPMN Process
17.5.2
What Happens When You Configure a Deadline for a BPMN Process
17.6
Running Additional Activities
17.6.1
How to Run Additional Activities While an Activity is Running
17.6.2
What Happens When You Run Additional Activities While an Activity is Running
17.6.3
How to Run Additional Activities While a Process is Running
17.6.4
What Happens When You Run Additional Activities While a Process is Running
17.7
Configuring Timer Events
17.7.1
How to Configure a Timer Event To Use a Specific Date and Time
17.7.2
What Happens When You Configure a Timer Event to Use a Specific Date and Time
17.7.3
How to Configure a Timer Event to Use an Interval
17.7.4
What Happens When You Configure a Timer Event to Use an Interval
17.7.5
How to Configure a Timer Event to Run Periodically
18
Handling Errors
18.1
Introduction to Error Handling
18.1.1
Handling Errors Using Exceptions
18.2
Using Business Exceptions
18.3
Using System Exceptions
18.4
Typical Flow of an Exception
18.4.1
Typical Flow of an Exception Thrown in a Task
18.4.2
Typical Flow of an Exception in a Subprocess
18.4.3
Typical Flow of an Exception in a Reusable Process
18.5
Handling Exceptions in a Business Process
18.5.1
How to Handle an Exception Using a Boundary Error Catch Event
18.5.2
What Happens When You Handle an Exception Using a Boundary Catch Event
18.5.3
How to Handle an Exception Using an Event Subprocess
18.5.4
What Happens When You Handle an Exception Using an Event Subprocess
18.5.5
How to Configure an Error Event to Catch Business Exceptions
18.5.6
How to Configure a Catch Event to Catch System Exceptions
18.6
Throwing Exceptions in Subprocesses or Reusable Processes
18.6.1
How to Throw an Exception
18.6.2
What Happens When You Throw an Exception
18.6.3
How to Create a Business Exception
18.6.4
What Happens When You Create a Business Exception
18.6.5
How to Configure the ErrorInfo Attribute in a Business Exception
18.7
Handling Exceptions in Subprocesses
18.8
Handling Errors in a Peer Process Using Message Events
18.8.1
How to Handle Errors in a Peer Process Using Message Events
18.8.2
What Happens When You Handle Errors in a Peer Process Using Message Events
18.9
Handling Fault Policies in a BPM Process
18.9.1
How to Handle a Fault Policy in a BPM process
18.9.2
What Happens When You Handle a Fault Policy Error Using Exceptions
19
Using Fault Handling in BPM
19.1
Handling Faults with the Fault Management Framework
19.1.1
How to Design Fault Policies for Oracle BPM Suite
19.1.1.1
Designing Composite Level Fault Policies
19.1.1.2
Designing Service Component Level Fault Policies
19.1.1.3
Designing Reference Level Fault Policies (Calling a BPM Process)
19.1.1.4
Designing Reference Level Fault Policies (Calling a File Adapter)
19.1.1.5
What You May Need to Know About the Difference Between Reference Naming Conventions in Oracle SOA Suite and Oracle BPM Suite
20
Communicating With Other BPMN Processes and Services
20.1
Introduction to Communication with Other BPMN Processes and Services
20.1.1
Introduction to Synchronous and Asynchronous Operations
20.2
Communicating With Other BPMN Processes and Services Using Message Events
20.3
Using Message Events to Invoke Asynchronous Services and Asynchronous BPMN Processes
20.3.1
How to Invoke Asynchronous Service Operation Using Message Events
20.3.2
How to Receive the Callback Operation of an Asynchronous Service Using Message Events
20.3.3
What Happens When You Invoke an Asynchronous Service Operation Using Message Events
20.3.4
How to Invoke an Asynchronous BPMN Process Operation Using Message Events
20.3.5
How to Invoke the Callback Operation of an Asynchronous BPMN Process Using Message Events
20.3.6
What Happens When You Invoke an Asynchronous BPMN Process Using Message Events
20.4
Using Message Events Configured as Boundary Events
20.5
Using Service Tasks to Invoke Synchronous Operations in Services and BPMN Processes
20.5.1
How to Invoke a Synchronous Service Operation Using a Service Task
20.5.2
What Happens When You Invoke a Synchronous Service Operation Using a Service Task
20.5.3
How to Invoke a Synchronous BPMN Process Operation Using a Service Task
20.5.4
What Happens When You Invoke a Synchronous BPMN Process Operation Using a Service Task
20.6
Communicating With Other BPMN Processes and Services Using Send and Receive Tasks
20.7
Using Send and Receive Tasks to Invoke Asynchronous Services and Asynchronous BPMN Processes
20.7.1
How to Use a Send Task to Invoke an Asynchronous Service Operation
20.7.2
How to Use the Receive Task to Invoke the Callback Operation of an Asynchronous Service
20.7.3
What Happens When You Invoke an Asynchronous Service Using Send and Receive Tasks
20.7.4
How to Use the Send Task to Invoke an Asynchronous BPMN Process Operation
20.7.5
How to Use a Receive Task to Invoke the Callback Operation of an Asynchronous BPMN Process
20.7.6
What Happens When You Invoke an Asynchronous BPMN Process Using Send and Receive Tasks
20.8
Introduction to Invoking a Process Using Call Activities
20.9
Invoking a Process Using Call Activities
20.9.1
How to Invoke a Process Using Call Activities
20.10
Introduction to Communication Between Processes Using Signal Events
20.11
Communicating Between Processes Using Signal Events
20.11.1
How to Broadcast a Signal to Multiple Processes
20.11.2
What Happens When You Broadcast a Signal
20.11.3
How to Configure Your Process React to a Specific Signal
20.11.4
What Happens When You Configure a Process To React to a Specific Signal
21
Defining the Process Interface
21.1
Defining the Process Interface
21.2
Using Message Events to Define the BPMN Process Interface
21.2.1
Using Message Events to Define the Callback Interface for BPMN Processes
21.3
Using Message Events to Define Asynchronous Operations in a BPMN Processes
21.3.1
How to Configure the Start Operation of a BPMN Process as Asynchronous Using Message Events
21.3.2
How to Define a Callback Operation Using Message Events
21.3.3
What Happens When You Configure a BPMN Process Start Operation as Asynchronous Using Message Events
21.3.4
How to Add an Asynchronous Operation to a BPMN Process Interface Using Intermediate Message Events
21.3.5
What Happens When You Add an Asynchronous Operation to a BPMN Process Interface Using Message Events
21.4
Using Message Events to Define a Synchronous Operation in a BPMN Processes Interface
21.4.1
How to Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
21.4.2
How to Configure the End Event of a Synchronous Process
21.4.3
What Happens When You Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
21.5
Using Message Events with an Interface from the Business Catalog to Define Your Process Interface
21.5.1
How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Message Start and Catch Events
21.5.2
How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Message Events
21.5.3
What Happens When You Use an Interface from the Business Catalog to Define an Operation
21.6
Defining the BPMN Process Interface Using Send and Receive Tasks
21.6.1
Defining the Callback Interface for BPMN Processes Using a Send Task
21.7
Defining Asynchronous Processes Operations Using Send and Receive Tasks
21.7.1
How to Define an Asynchronous Process Operation Using Send and Receive Tasks
21.7.2
How to Add an Asynchronous Process Operation to the Process Interface Using a Receive Task
21.7.3
How to Define a Callback Process Operation Using a Send Task
21.7.4
What Happens When You Define an Asynchronous Operation Using Send and Receive Tasks
21.8
Using Send and Receive Tasks to Define a Synchronous Operation in a BPMN Process
21.8.1
How to Configure a Process Operation as Synchronous Using Send and Receive Tasks
21.8.2
What Happens When You Define a Synchronous Operation Using Send and Receive Tasks
21.9
Using Send and Receive Tasks with an Interface from the Business Catalog to Define Your Process Interface
21.9.1
How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Send and Receive Tasks
21.9.2
How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Send and Receive Tasks
21.9.3
What Happens When You Use Send and Receive Tasks with an Interface from the Business Catalog to Define an Operation
21.10
Defining the Process Input and Output
21.10.1
How to Add Input and Output Arguments to a BPMN Process
21.10.2
How to Edit the Input and Output Arguments of a BPMN Process
21.10.3
How to Delete an Input or Output Argument of a BPMN Process
22
Communicating Business Processes Using Correlations
22.1
Introduction to Correlations
22.2
Understanding the Components of a Correlation
22.3
Typical Design Workflow
22.4
Defining Correlations for a BPMN Element
22.4.1
How to Define a Correlation for a Flow Object
22.4.2
How to Define a Correlation Using Simple Mode
22.4.3
How to Define a Correlation Using Advanced Mode
22.5
Creating Correlations Keys
22.5.1
How to Create a Correlation Key
22.5.2
How to Configure a Correlation Key
23
Defining Conversations
23.1
Introduction to Conversations
23.1.1
Defining the Default Conversation
23.2
Understanding the Different Types of Conversations
23.3
Creating Conversations
23.3.1
How to Create a Conversation
23.3.2
Changing the Project Default Conversation
23.4
Defining Conversations for a BPMN Element
23.4.1
How to Define a Conversation for a BPMN Element
23.4.2
What Happens When You Define a Conversation for a BPMN Element
23.5
Viewing the Collaboration Diagram
23.5.1
How to View the Collaboration Diagram
23.5.2
How to Hide a Collaboration
23.5.3
How to Show a Collaboration
24
Writing Expressions
24.1
Introduction to Expressions in Oracle BPM
24.2
Writing Conditions in Conditional Sequence Flows
24.2.1
How to Implement a Conditional Sequence Flow
24.3
Writing Expressions in Complex Gateways
24.3.1
How to Implement a Complex Gateway
24.4
Writing Expressions in Timer Events
24.4.1
How to Use an Expression in a Timer Event
24.5
Writing Expressions in Data Associations
24.5.1
How to Use an Expression in a Data Association
24.6
Writing Conditions in Loop and Multi-Instance Markers in Subprocesses
24.6.1
How to Configure Loop Markers
24.6.2
How to Configure Multi-Instance Markers
24.7
Writing Expressions and Conditions Using the Simple Expression Builder
24.7.1
How to Use a Data Object in an Expression
24.7.2
How to Use a Function in an Expression
24.8
Simple Expression Builder Supported Operators
24.8.1
Operators Precedence
24.9
Simple Expression Builder Supported Functions
24.9.1
String Functions
24.9.1.1
length
24.9.1.2
concatenation
24.9.1.3
contains
24.9.1.4
startsWith
24.9.2
Numeric Functions
24.9.2.1
floor
24.9.2.2
ceil
24.9.2.3
round
24.9.2.4
abs
24.9.3
DateTime and Interval Functions
24.9.3.1
now
24.9.3.2
addition
24.9.3.3
subtraction
24.9.3.4
year
24.9.3.5
month
24.9.3.6
day
24.9.3.7
hours
24.9.3.8
minutes
24.9.3.9
seconds
24.9.3.10
timezone
24.10
Writing Expressions Using the XPath Expression Builder
24.10.1
How to Add a Variable to an XPath Expression
24.10.2
How to Use a Function in an XPath Expression
24.11
Using Arrays
24.11.1
Accessing an Attribute of an Element Within an Array
24.11.2
Obtaining the Length of an Array
24.12
Using Literals
24.12.1
Using String Literals
24.12.2
Using Time Literals
24.12.3
Using Interval Literals
24.12.4
Using Array Literals
24.13
XPath BPM Extension Functions
24.13.1
getActivityInstanceAttribute
24.13.2
getDataInput
24.13.3
getDataObject
24.13.4
getDataOutput
24.13.5
getGatewayInstanceAttribute
24.13.6
getProcessInstanceAttribute
Part VI Using Human Interaction Components
25
Getting Started with Human Workflow
25.1
Introduction to Human Workflow
25.2
Introduction to Human Workflow Concepts
25.2.1
Introduction to Design and Runtime Concepts
25.2.1.1
Task Assignment and Routing
25.2.1.2
Static, Dynamic, and Rule-Based Task Assignment
25.2.1.3
Task Stakeholders
25.2.1.4
Task Deadlines
25.2.1.5
Notifications
25.2.1.6
Task Forms
25.2.1.7
Advanced Concepts
25.2.1.8
Reports and Audit Trails
25.2.2
Introduction to the Stages of Human Workflow Design
25.3
Introduction to Human Workflow Features
25.3.1
Human Workflow Use Cases
25.3.1.1
Task Assignment to a User or Role
25.3.1.2
Use of the Various Participant Types
25.3.1.3
Escalation, Expiration, and Delegation
25.3.1.4
Automatic Assignment and Delegation
25.3.1.5
Dynamic Assignment of Users Based on Task Content
25.4
Introduction to Human Workflow Architecture
25.4.1
Human Workflow Services
25.4.2
Use of Human Task
25.4.3
Service Engines
26
Designing Human Tasks in Oracle BPM
26.1
Introduction to Designing Human Tasks in Oracle BPM
26.1.1
Typical Design Workflow
26.2
Creating a Human Task from Oracle BPM Studio
26.2.1
How to Create a Human Task from Oracle BPM Studio
26.2.2
How to Configure the Outcome of a Human Task
26.2.3
How to Add a Parameter to Human Task
26.2.4
How to Configure the Outcome Target of a Human Task
26.2.5
What Happens When You Create a Human Task from Oracle BPM Studio
26.3
Editing a Human Task from Oracle BPM Studio
26.3.1
How to Edit a Human Task Using the User Task Properties Dialog
26.4
Creating a Human Task from the SOA Composite Editor
26.4.1
How to Create a Human Task from the SOA Composite Editor
26.4.2
What Happens When You Create a Human Task from the SOA Composite Editor
26.5
Implementing a User Task with an Existing Human Task
26.5.1
How to Implement a User Task With an Existing Human Task
26.5.2
What Happens When You Implement a User Task With an Existing Human Task
26.5.3
How to Associate the Process Payload to the Human Task Payload
26.6
Editing a Human Task Using the Human Task Editor
26.6.1
How to Edit a Human Task Using the Human Task Editor
26.7
Configuring a Human Task Using the Human Task Editor
26.7.1
How to Specify an E-mail Address for the Recipient of a Notification
26.7.2
How to Configure Oracle UCM Repository to Store Task Attachments
27
Configuring Human Tasks
27.1
Accessing the Sections of the Human Task Editor
27.1.1
How to Access the Sections of the Human Task Editor
27.2
Specifying the Title, Description, Outcome, Priority, Category, Owner, and Application Context
27.2.1
How to Specify the Title, Description, Outcome, Priority, Category, Owner, and Application Context
27.2.2
How to Specify a Task Title
27.2.3
How to Specify a Task Description
27.2.4
How to Specify a Task Outcome
27.2.5
How to Specify a Task Priority
27.2.6
How to Specify a Task Category
27.2.7
How to Specify a Task Owner
27.2.7.1
Specifying a Task Owner Statically Through the User Directory or a List of Application Roles
27.2.7.2
Specifying a Task Owner Dynamically Through an XPath Expression
27.2.8
How To Specify an Application Context
27.3
Specifying the Task Payload Data Structure
27.3.1
How to Specify the Task Payload Data Structure
27.4
Assigning Task Participants
27.4.1
How to Specify a Stage Name and Add Parallel and Sequential Blocks
27.4.2
How to Assign Task Participants
27.4.3
How to Configure the Single Participant Type
27.4.3.1
Creating a Single Task Participant List
27.4.3.2
Specifying a Time Limit for Acting on a Task
27.4.3.3
Inviting Additional Participants to a Task
27.4.3.4
Bypassing a Task Participant
27.4.4
How to Configure the Parallel Participant Type
27.4.4.1
Specifying the Voting Outcome
27.4.4.2
Creating a Parallel Task Participant List
27.4.4.3
Specifying a Time Limit for Acting on a Task
27.4.4.4
Inviting Additional Participants to a Task
27.4.4.5
Bypassing a Task Participant
27.4.5
How to Configure the Serial Participant Type
27.4.5.1
Creating a Serial Task Participant List
27.4.5.2
Specifying a Time Limit for Acting on a Task
27.4.5.3
Inviting Additional Participants to a Task
27.4.5.4
Bypassing a Task Participant
27.4.6
How to Configure the FYI Participant Type
27.4.6.1
Creating an FYI Task Participant List
27.5
Selecting a Routing Policy
27.5.1
How to Route Tasks to All Participants in the Specified Order
27.5.1.1
Allowing All Participants to Invite Other Participants
27.5.1.2
Stopping Routing of a Task to Further Participants
27.5.1.3
Enabling Early Completion in Parallel Subtasks
27.5.1.4
Completing Parent Subtasks of Early Completing Subtasks
27.5.2
How to Specify Advanced Task Routing Using Business Rules
27.5.2.1
Introduction to Advanced Task Routing Using Business Rules
27.5.2.2
Facts
27.5.2.3
Action Types
27.5.2.4
Sample Ruleset
27.5.2.5
Linked Dictionary Support
27.5.2.6
Creating Advanced Routing Rules
27.5.3
How to Use External Routing
27.5.4
How to Configure the Error Assignee
27.6
Specifying Multilingual Settings and Style Sheets
27.6.1
How to Specify WordML and Other Style Sheets for Attachments
27.6.2
How to Specify Multilingual Settings
27.7
Escalating, Renewing, or Ending the Task
27.7.1
Introduction to Escalation and Expiration Policy
27.7.2
How to Specify a Policy to Never Expire
27.7.3
How to Specify a Policy to Expire
27.7.4
How to Extend an Expiration Policy Period
27.7.5
How to Escalate a Task Policy
27.7.6
How to Specify Escalation Rules
27.7.7
How to Specify a Due Date
27.8
Specifying Participant Notification Preferences
27.8.1
How to Notify Recipients of Changes to Task Status
27.8.2
How to Edit the Notification Message
27.8.3
How to Set Up Reminders
27.8.4
How to Change the Character Set Encoding
27.8.5
How to Secure Notifications to Exclude Details
27.8.6
How to Display the Oracle BPM Worklist URL in Notifications
27.8.7
How to Make Email Messages Actionable
27.8.8
How to Send Task Attachments with Email Notifications
27.8.9
How to Send Email Notifications to Groups and Application Roles
27.8.10
How to Customize Notification Headers
27.9
Specifying Access Policies and Task Actions on Task Content
27.9.1
How to Specify Access Policies on Task Content
27.9.1.1
Introduction to Access Rules
27.9.1.2
Specifying User Privileges for Acting on Task Content
27.9.1.3
Specifying Actions for Acting Upon Tasks
27.9.2
How to Specify a Workflow Digital Signature Policy
27.9.2.1
Specifying a Certificate Authority
27.10
Specifying Restrictions on Task Assignments
27.10.1
How to Specify Restrictions on Task Assignments
27.11
Specifying Java or Business Event Callbacks
27.11.1
How to Specify Callback Classes on Task Status
27.11.1.1
Specifying Java Callbacks
27.11.1.2
Specifying Business Event Callbacks
27.11.2
How to Specify Task and Routing Customizations in BPEL Callbacks
27.11.3
How to Disable BPEL Callbacks
27.12
Storing Documents in Oracle Enterprise Content Management
27.12.1
How to Configure Oracle UCM Repository to Store Task Attachments
28
Working with Guided Business Processes
28.1
Introduction to Guided Business Processes
28.1.1
Guided Business Process Design Time Architecture
28.1.2
Components of a Guided Business Process
28.1.3
Guided Business Process Run-Time Architecture
28.1.3.1
Client Tier
28.1.3.2
Business Logic Tier
28.1.3.3
Data Tier
28.2
Guided Business Process Use Cases
28.2.1
Online Public Sector Form Processing
28.2.2
Online Loan Application Procedure
28.3
Standards and Guidelines for Working with Guided Business Processes
28.4
The Typical Flow of Developing a Guided Business Process
28.5
Introduction to Developing a Guided Business Process
28.6
Developing a BPMN Guided Business Process
28.6.1
How to Develop a BPMN Guided Business Process
28.6.2
What Happens When You Develop a BPMN Guided Business Process
28.6.3
How to Add a New Milestone to a Guided Business Process
28.6.4
What Happens When You Add a Milestone to a Guided Business Process
28.6.5
How to Add a User Task to a Milestone
28.6.6
What Happens When You Add a User Task to a Milestone
28.6.7
How to Move a User Task to Another Milestone
28.6.8
What Happens When You Move a User Task to Another Milestone
28.6.9
How to Order the Milestones in a BPMN Guided Business Process
28.6.10
What Happens When You Order the Milestones in a Guided Business Process
28.6.11
How to Delete a Task from a Guided Business Process
28.6.12
What Happens When You Delete a Task from a Guided Business Process
28.6.13
How to Delete a Milestone
28.6.14
What Happens When You Delete Milestone
28.6.15
How to Configure an Optional Task
28.6.16
What Happens When You Configure an Optional Task
28.6.17
How to Configure a Parallel Task Flow in a BPMN Guided Business Process
28.6.18
How to Branch the Task Flow in a BPMN Guided Business Process
28.6.19
How to Configure a Task to Display a Blocked Icon
28.6.20
What Happens When You Configure a Task to Display a Blocked Icon and Message
28.6.21
How to Configure an Icon for a Guided Business Process
28.6.22
What Happens When You Configure an Icon for a Guided Business Process
28.6.23
How to Configure an Icon for a Milestone
28.6.24
What Happens When You Configure an Icon for a Milestone
28.6.25
How to Configure the Display Mode for a Guided Business Process
28.6.26
What Happens When You Configure the Display Mode for a Guided Business Process
28.6.27
How to Configure the Display Mode for a Milestone
28.6.28
What Happens When You Configure the Display Mode for a Milestone
28.6.29
How to Configure the Display Mode for a User Task
28.6.30
What Happens When You Configure the Display Mode for a User Task
28.6.31
How to Configure the Task Access Mode for a Guided Business Process
28.6.32
What Happens When You Configure the Task Access Mode for a Guided Business Process
28.6.33
How to Localize a BPMN Guided Business Process
28.6.34
How to Localize a Milestone
28.6.35
How to Localize a User Task
28.6.36
What Happens When You Localize a Guided Business Process
28.7
Configuring Activity Guide Properties
28.8
Deploying an Guided Business Process to Oracle Weblogic Server
28.8.1
How to Deploy a Guided Business Process
28.8.2
What Happens When You Deploy a Guided Business Process to Oracle WebLogic Server
28.9
Testing Guided Business Processes
28.9.1
What Happens When You Create a Guided Business Process Instance
29
Building a Guided Business Process Client Application
29.1
Introduction to Building a Guided Business Process Client Application
29.2
Developing a Guided Business Process Client Application with Oracle ADF
29.2.1
How to Develop a Guided Business Process Client Application
29.2.2
What Happens When You Develop a Guided Business Process Application with Oracle ADF
29.2.3
What Happens at Run Time: How a Guided Business Process Application Is Developed with Oracle ADF
29.3
Securing the Guided Business Process Client Application
29.4
Localizing a Guided Business Process Client Application
29.4.1
How to Configure the Supported Locales for a Guided Business Process Client Application
29.5
Guided Business Process Run-time APIs
29.5.1
Guided Business Process query Service API
29.5.2
JNDI Names for the Guided Business Process Enterprise Java Beans
29.6
Developing an Example of a User Interface for Guided Business Process Tasks Using Guided Business Process Run-Time Services
29.7
Using Guided Business Process Logging
29.7.1
How to Enable Client Side Logging
29.7.2
How to Enable Server-Side Logging
29.7.3
Configuring Log Levels
29.7.4
How to View Guided Business Process Log Messages
29.7.5
Understanding Guided Business Process Log Messages
30
Using Approval Management
30.1
Introduction to Approval Management
30.1.1
AMX Components
30.2
Understanding Approval Management Concepts
30.2.1
Task
30.2.2
Service Data Objects
30.2.3
Stages
30.2.4
List Builders
30.2.5
Task Operations
30.2.6
Business Rules for Approval
30.2.6.1
List Creation
30.2.6.2
Approver Substitution
30.2.6.3
List Modification
30.3
Designing Approval Management Tasks in Oracle JDeveloper
30.3.1
Introduction to the Modeling Process
30.3.2
Before You Begin
30.3.3
Specifying General Information
30.3.3.1
Task-Title Globalization
30.3.4
Specifying Task Parameters
30.3.4.1
How to Create Service Data Object (SDO) References
30.3.4.2
How to Define Entity Parameters
30.3.4.3
How to Define Collections
30.3.5
Specifying Mapped Attributes
30.3.5.1
About Attribute Labels and Attribute-Label Mappings
30.3.5.2
How to Define Attribute-Label Mappings
30.3.6
Specifying Routing and Approval Policies
30.3.6.1
How to Model and Configure Stages
30.3.6.2
How to Model Task Participants
30.3.6.3
How to Model and Configure List Builders
30.3.6.4
How to Use Business Rules to Specify List Builders
30.3.6.5
How to Use Assignment Context
30.3.6.6
How to Aggregate Task Approvals
30.3.7
Defining Escalation and Renewal Policies
30.3.8
Specifying Notification Settings
30.3.9
Using Advanced Settings
30.3.9.1
How to Add Callbacks for Notes, Attachments, and Validation
30.3.9.2
How to Define Security Access Rules
30.4
Using the End-to-End Approval Management Samples
30.5
Using the User Metadata Migration Utility
31
Working with Adaptive Case Management
31.1
Introduction to Adaptive Case Management
31.1.1
Differences Between Adaptive Case Management and Business Processes
31.1.2
Adaptive Case Management Key Concepts
31.1.3
Use Cases
31.1.4
Case State Model
31.2
Creating a Case
31.2.1
How to Create a Case
31.3
Configuring a Case
31.3.1
How to Edit a Case
31.4
Configuring the General Properties of a Case
31.4.1
How to Configure the General Properties
31.4.2
How to Add Milestones
31.4.3
How to Define the Possible Outcomes
31.5
Creating a Case Activity
31.5.1
Case Activity Attributes
31.5.2
The Task Library
31.5.3
Predefined Case Activities
31.5.4
Rating a Case Activity
31.5.5
Specifying the Order of Case Activities
31.5.6
How to Promote a BPMN Process to Case Activity
31.5.7
How to View the BPMN Process
31.5.8
How to Promote a Human Task to Case Activity
31.5.9
How to View the Human Task
31.5.10
How to Create a Custom Case Activity
31.6
Defining Input Parameters for Case Activities
31.6.1
How to Add an Input Parameter
31.7
Defining Output Parameters for a Case Activity
31.7.1
How to Add an Output Parameter
31.8
Configuring a Case Activity
31.8.1
How to Edit a Case Activity
31.8.2
Configuring the Basic Properties
31.9
Creating a Global Activity
31.10
Configuring Data Storage
31.10.1
Case Document Operations
31.10.2
Specifying Permission Tags for Case Documents
31.10.2.1
Creating the Information Field in Oracle Web Center Content
31.10.3
How to Configure Case Data
31.10.4
How to Configure the Document Location
31.10.5
How to Configure Enterprise Content Management
31.11
Configuring Events
31.11.1
How to Configure Events
31.12
Defining Stakeholder Permissions
31.12.1
How to Add Stakeholders
31.12.2
How to Add Permissions
31.12.3
How to Manage Permissions
31.13
Defining Tag Permissions
31.13.1
How to Manage Tag Permissions
31.14
Localizing a Case
31.14.1
How to Configure Localization
31.14.2
Localizing Case Objects
31.15
Using Business Rules
31.15.1
Defining the Condition of a Business Rule
31.15.2
Understanding the Business Rule Dictionary in a Case
31.15.3
How to Generate a Case Business Rule Dictionary
31.16
Closing a Case
31.17
Integrating with Oracle BPM
31.17.1
Invoking a Case From a BPMN Process
31.17.2
How to Publish Case Events
31.17.3
How to Use Correlations with Case Events
31.18
Schema Reference
31.18.1
Simple Workflow Payload Schema
31.18.2
E-mail Notification Payload Schema
31.18.3
Example of Global Case Activity Metadata Schema
31.18.4
CaseEvent.edl
Part VII Appendices
A
Integrating with Business Intelligence using Process Star Schema Views
A.1
About Integrating Oracle BPM Process Star Schema with Business Intelligence (BI)
A.2
Standard Views
A.2.1
Dimension Views
A.2.2
Standard Fact Views
A.2.2.1
Views Representing Fact Tables
A.2.2.2
Views Representing Standard Dimension Tables
A.2.2.3
BPM_ACTIVITY_PERFORMANCE_V
A.2.2.4
BPM_PROCESS_PERFORMANCE_V
A.2.2.5
BPM_ACTIVITY_INSTANCE_V
A.2.2.6
BPM_PROCESS_INSTANCE_V
A.2.2.7
BPM_PROCESS_DEFINITION_V
A.2.2.8
BPM_ACTIVITY_DEFINITION_V
A.2.2.9
BPM_ROLE_DEFINITION_V
A.3
Process-Specific Views
A.3.1
BPM_ACTV_PERF_<IDENTIFIER>_V
A.3.1.1
Data Granularity
A.3.1.2
Unique Key
A.3.1.3
Metrics Information
A.3.2
BPM_PRCS_PERF_< IDENTIFIER >_V
A.3.2.1
Data Granularity
A.3.2.2
Unique Key
A.3.2.3
Metrics Information
A.3.3
BPM_ACTV_INST_<IDENTIFIER>_V
A.3.3.1
Data Granularity
A.3.3.2
Unique Key
A.3.3.3
Metrics Information
A.3.4
BPM_PRCS_INST_<IDENTIFIER>_V
A.3.4.1
Data Granularity
A.3.4.2
Unique Key
A.3.4.3
Metrics Information
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