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Contents

Title and Copyright Information

Preface

• Documentation Accessibility

1 Getting Started with Design Studio for OSM Processes

• About Order Modeling Users and Tasks
• Reviewing Design Studio Sample Cartridges
• Creating a Cartridge for Orders That Use Processes

2 Defining OSM Preferences

• Defining Language Preferences
• Defining Diagrammer Preferences
• Defining Order and Service Management General Preferences
• Defining Orchestration Preferences
• Defining Web Browser Preferences

3 Working with OSM Cartridge Projects

• Working with Existing OSM Models
  • About Importing Design Studio Cartridges
  • About Importing Cartridges Created in OSM Administrator
  • About Import Summary Reports
  • Importing Existing OSM Models
• Working with the Orchestration Model Project
  • Creating the OracleComms_OSM_CommonDataDictionary Model Project
• Working with XML Catalogs
  • Enabling and Disabling XML Catalogs for a Cartridge Project
  • Specifying XML Catalogs for a Cartridge Project
• Order and Service Management Project Editor
  • Project Editor Locations Tab
  • Project Editor Manifest Tab

4 Modeling Data in OSM

• About Modeling Data in OSM Cartridge Projects
• About Modeling Control Data
• About Contributing Task Data to a Cartridge Project
• About OSM Data in Model Projects
• About Modeling Data in the Order Template
• About the Order Template Context Menu
• About the Task Editor Task Data Context Menu
• Data Schema Editor OSM Tab
• Using Masks
  • About Masks
  • Defining Masks for Task Web Client Fields
• Defining Behaviors at the Data Schema Level

5 Working with Roles

• Creating New Roles
• Adding Roles to Multiple Tasks
• Role Editor Role Tab

6 Working with Processes

• About the Process Editor
• Working with Process Editor Menu Controls
  • About Task Controls
  • About Zoom Controls
  • About Layout Controls
  • About Print Controls
  • About Selection Controls
• Working with the Process Editor Palette
  • About the Process Editor Tool Drawer
  • About the Process Editor Activities Drawer
  • About the Process Editor Flow Drawer
  • About the Process Editor Exception Paths Drawer
• Creating New Processes
• Modifying Process Editor Start Properties
  • Process Editor Start Properties General Tab
• Designing Tasks and Activities
  • Process Editor Activities Properties General Tab
  • Process Editor Task Properties Events Tab
• Designing Timer Delays and Event Delays
  • Designing Timer Delays
    • Applying Order Rules to Timer Delays
  • Designing Event Delays
• Designing Subprocesses
  • Subprocess Properties General Tab
  • Subprocess Properties Process Tab
  • Subprocess Properties Exception Map Tab
• Designing Workstream Processes
• Designing Process Sequence and Flow
  • Process Editor Flow Properties General Tab
  • Process Editor Flow Properties Events Tab
• Designing Exception Paths
  • Exception Path Properties General Tab
  • Exception Path Properties Restrictions Tab
  • Redirect Properties General Tab

7 Working with Tasks

• About Tasks
  • About Task Extensions and Inheritance
  • About Task States and Statuses
  • About Task Rollback Status
  • About Task Compensation
  • About Task Fallout
  • About Enabling Task Web Client Users to Reassign Tasks
• Creating New Tasks
• Defining Task Data
  • Adding Data to a Task
  • Adding a New Data Structure Definition to a Task
  • Adding an Existing Data Structure Definition to a Task
• Assigning Task States and Statuses
  • Assigning States to Tasks
  • Assigning Statuses to Tasks
• Assigning Task Permissions
• Converting Tasks
• Deleting Unreferenced Tasks
• Working with Automation Plug-Ins
  • About Automation Plug-ins
    • About Automation Plug-in Types
    • About Automation Plug-in Association
    • About Automation Message Correlation
  • Creating New Custom Automation Plug-ins
  • Configuring Automation Plug-In Properties
  • Example: Modeling a Basic Automator Plug-In
• Working with Manual Tasks
  • Defining Manual Task Behaviors
• Working with Automated Tasks
  • Adding Automation Plug-ins to Automated Tasks
• Working with Activation Tasks
  • About Activation Tasks
    • About Service Action Request Mapping
    • About Service Action Response Mapping
    • About State and Status Transition Mapping
  • Modeling Activation Tasks
    • Configuring Service Action Requests
    • Mapping OSM Data to Service Action XML Parameters
      • Mapping OSM Data to Service Action XML Parameters Using XPath
      • Mapping OSM Data to Service Action XML Parameters Using XSLT
    • Configuring Service Action Responses
    • Filtering ASAP Response Data
    • Configuring Service Action Response State and Status Transitions
• Working with Transformation Tasks
• Task Editor
  • Task Editor Activation Task Details Tab
  • Task Editor Automation Tab
    • Properties View Details Tab
    • Properties View External Event Receiver Tab
    • Properties View Compensation Tab
    • Properties View Correlation Tab
    • Properties View XQuery Tab
    • Properties View XSLT Tab
    • Properties View Routing Tab
    • Properties View Custom Plug-in Tab
    • Properties View Notes Tab
  • Task Editor Behaviors Tab
  • Task Editor Compensation Tab
  • Task Editor Details Tab
  • Task Editor Events Tab
  • Task Editor Fallouts Tab
  • Task Editor Jeopardy Tab
    • Task Editor Jeopardy Details Tab
    • Task Editor Jeopardy Conditions Tab
    • Task Editor Jeopardy Notify Roles Tab
    • Task Editor Jeopardy Polling Tab
    • Task Editor Jeopardy Automation Tab
    • Task Editor Jeopardy Notes Tab
  • Task Editor Permissions Tab
  • Task Editor Redo Tab
  • Task Editor Request Data Tab
    • Properties Activation Order Header Binding View
    • Properties Global Parameter Binding View
    • Properties Service Action Binding View
    • Properties Parameter Binding View
  • Task Editor Response Data Tab
    • Properties State/Status Transition View
    • Response Filter Area
  • Task Editor Composite Data View Tab
  • Task Editor States/Statuses Tab
  • Task Editor Task Data Tab
    • Task Data Node Properties View Identification Tab
    • Task Data Node Properties View Dictionary Tab
  • Task Editor Undo Tab

8 Working with Order Lifecycle Policies

• About Order States and Transactions
• Creating New Order Lifecycle Policies
• Configuring Order Lifecycle Policies
• Order Lifecycle Policy Editor
  • Order Lifecycle Policy Permissions Tab
  • Order Lifecycle Policy Transition Conditions Tab
    • Transition Condition for Checking a Hard Point of No Return
  • Order Lifecycle Policy Editor Grace Periods Tab

9 Working with Data Providers

• About Data Providers
  • Understanding Built-in Data Provider Types
• Creating New Data Providers
• Configuring Data Providers
• Data Provider Editor
  • Data Provider Editor Settings Tab
  • Data Provider Editor Interface Tab

10 Working with Orders

• About Order Extensions and Inheritance
• About Reference Nodes
• Creating New Orders
• Defining Order Data
  • Adding New Data to an Order
  • Adding Existing Data to an Order
  • Adding Reference Data Nodes
  • Adding a New Data Structure Definition to an Order
  • Adding an Existing Data Structure Definition to an Order
  • Renaming Data Elements at the Order Level
• Defining Order Behaviors
• Defining Order Details
• Enabling Order Amendment Processing
• Defining Order Rules
• Defining Order Fallout
  • Associating Order Fallouts with Data Nodes
  • Associating Order Fallouts with Fallout Groups
• Defining Order Data Changed Notifications
• Assigning Order Permissions
• Defining Order Jeopardy Notifications
• Defining Order Event Notifications
• Order Editor
  • Order Editor Order Template Tab
    • Properties View Order Data Tab
    • Properties View Dictionary Tab
    • Properties View Key Tab
    • Properties View Usage Tab
  • Order Editor Behaviors Tab
  • Order Editor Details Tab
  • Order Editor Amendable Tab
  • Order Editor Rules Tab
    • Properties View Rules Expression Tab
  • Order Editor Fallouts Tab
  • Order Editor Fallout Groups Tab
  • Order Editor Notification Tab
    • Order Editor Notification Details Tab
    • Order Editor Notification Notify Roles Tab
    • Order Editor Notification Data Changed Tab
    • Order Editor Notification Automation Tab
    • Order Editor Notification Notes Tab
  • Order Editor Permissions Tab
    • Order Editor Permissions Details Tab
    • Order Editor Permissions Filters Tab
    • Order Editor Permissions Query Tasks Tab
    • Properties View Filter Expression Tab
  • Order Editor Jeopardy Tab
    • Order Editor Jeopardy Details Tab
    • Order Editor Jeopardy Conditions Tab
    • Order Editor Jeopardy Notify Roles Tab
    • Order Editor Jeopardy Polling Tab
    • Order Editor Jeopardy Automation Tab
    • Order Editor Jeopardy Notes Tab
  • Order Editor Events Tab
  • Order Editor Composite Data View Tab

11 Working with Behaviors

• About Web Client Behavior Support
• Creating New Behaviors
• Defining Behavior Detail Properties
  • Behaviors Properties View Details Tab
• Defining Behavior Condition Properties
  • About Behavior Condition Properties
  • Behaviors Properties View Conditions Tab
• Defining Behavior Notes Properties
• Defining Calculate Behavior Properties
  • About Calculate Behaviors
  • Calculate Behavior Properties View Calculation Tab
• Defining Constraint Behavior Properties
  • Constraint Behavior Properties View Message Tab
• Defining Data Instance Behavior Properties
  • About Data Instance Behaviors
  • Data Instance Behavior Properties View Data Tab
• Defining Event Behavior Properties
  • About Event Behaviors
  • Event Behavior Properties View Event Tab
• Defining Information Behavior Properties
  • Defining Information Behaviors in Multiple Languages
  • Information Behavior Properties View Labels Tab
  • Information Behavior Properties View Hints Tab
  • Information Behavior Properties View Help Tab
• Defining Lookup Behavior Properties
  • About Lookup Behaviors
  • Lookup Behavior Properties View Nodeset Tab
  • Lookup Behavior Properties View Value/Name Tab
• Defining Read Only Behavior Properties
  • About Read Only Behaviors
• Defining Relevant Behavior Properties
  • About Relevant Behaviors
• Defining Style Behavior Properties
  • Style Behavior Properties View Appearance Tab
  • Style Behavior Properties View Layout Tab
  • Style Behavior Properties View CSS Style Tab

12 Working with Jeopardy and Event Notifications

• Working with Jeopardy Notifications
  • Creating Jeopardy Notifications in the Order Jeopardy Editor
  • Creating Jeopardy Notifications in the Task or Order Editor
• Working with Event Notifications
  • Creating Order Milestone and Task State Automation Event Notifications
  • Creating Process-specific Task Event Notifications
    • Properties Events Detail Tab
    • Properties Events Notify Roles Tab
    • Properties Events Automation Tab
    • Event Properties Notes Tab
  • Creating Task Status-Based Event Notifications
  • Creating Order Data Changed Notifications
• Order Jeopardy Editor
  • Order Jeopardy Editor Details Tab
  • Order Jeopardy Editor Policy Tab
    • Order Jeopardy Editor Policy Tab Duration Value Subtab
    • Order Jeopardy Editor Policy Tab Offset Subtab
    • Order Jeopardy Editor Policy Tab XQuery Expression Subtab
    • Order Jeopardy Editor Policy Tab Unit Type and Default Value Subtab
    • Order Jeopardy Editor Policy Tab Data Path Expression Subtab
  • Order Jeopardy Editor Automation Tab
    • Order Jeopardy Editor Automation Tab Details Subtab
    • Order Jeopardy Editor Automation Tab Script Subtab
    • Order Jeopardy Editor Automation Tab Routing Subtab
    • Order Jeopardy Editor Automation Tab Notes Subtab

13 Packaging and Deploying OSM Cartridges

• Packaging Order and Service Management Cartridges
  • Multiple Order Data Inconsistencies
• Defining Build-and-Deploy Modes for Automation Plug-ins
  • About Build-and-Deploy Modes for Automation Plug-ins
  • Setting Automation Plug-in Build-and-Deploy Modes for All Cartridges
  • Setting Automation Plug-in Build-and-Deploy Modes for Individual Cartridges
• Testing OSM Cartridge Models
  • About Submit Test
  • Submitting Test Orders to Run-time Environments
• Managing Changes to Deployed Cartridges
  • Managing Orders for Multiple Cartridge Versions
  • Modifying Cartridges After Upgrading OSM Versions
• Studio Environment Editor
  • Studio Environment Editor Connection Tab
  • Studio Environment Editor SSL Tab
  • Studio Environment Editor Properties Tab
  • Studio Environment Editor Order and Service Management Test Submission URL Area

A Automation and Compensation Examples

• Predefined Automation Plug-ins
  • Message Example
  • Automation Plug-in XQuery Examples
    • Internal XQuery Sender
    • External XQuery Automator
    • External XQuery Sender
    • Internal XQuery Automator
  • Automation Plug-in XSLT Examples
    • Internal XSLT Sender
    • External XSLT Automator
    • External XSLT Sender
    • Internal XSLT Automator
  • Automation Plug-in Examples for Events, Jeopardies, and Notifications
    • Event Automators
    • Jeopardy Automators
    • Order Notification Automation Plug-ins
• Custom Java Automation Plug-ins
  • Internal Custom Java Automator
  • Internal Custom Java Sender
  • External Custom Java Automator that Changes the OSM Task Status
  • External Custom Java Automator that Updates Order Data
  • Using OrderDataUpdate Elements to Pass Order Modification Data
  • Examples of Sending Messages to External Systems
  • Examples of Handling Responses from External Systems
• Compensation XQuery Expressions
  • Task Re-Evaluation and Rollback XQuery Expressions
  • In Progress Compensation Include XQuery Expressions
  • In Progress Compensation Complete XQuery Expressions
  • In Progress Compensation Grace Period XQuery Expressions
• Order Jeopardy Automation XQuery Plug-ins