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Contents
Title and Copyright Information
Preface
Audience
Accessing Oracle Communications Documentation
Documentation Accessibility
Document Revision History
Part I Modeling OSM Solutions Overview
1
OSM Solution Modeling Overview
About the OSM Solution Modeling Process
About Determining the OSM Functionality to Implement
Solution Modeling Considerations
General Solution Data Modeling Principles
Performance Considerations
Planning OSM COM Solution Requirements
Modeling COM Order and Order Recognition Requirements
COM Data Modeling Considerations
Modeling COM Orchestration Order Items and Binding Conceptual Model Parameters
Modeling COM Orchestration Order Item Decomposition
Modeling COM Orchestration Fulfillment Patterns and Fulfillment Modes
Modeling COM Order Transformation Manager
Modeling COM Orchestration Dependencies
Modeling COM Processes and Tasks
Modeling COM Fallout Scenarios
Modeling COM Fulfillment States
Modeling COM Processing States
Modeling Change Order Management for COM
Cartridge Management Considerations for COM
Planning OSM SOM Solution Requirements
Modeling SOM Order and Order Recognition Requirements
SOM Data Modeling Considerations
Modeling SOM Orchestration Order Items and Bindings Conceptual Model Parameters
Modeling SOM Orchestration Order Item Decomposition
Modeling SOM Orchestration Fulfillment Patterns and Fulfillment Modes
Modeling SOM Orchestration Dependencies
Modeling SOM Processes and Tasks
Modeling SOM Fallout Scenarios
Modeling SOM Fulfillment States
Modeling SOM Processing States
Modeling Change Order Management for SOM
Cartridge Management Considerations for SOM
Planning OSM TOM Solution Requirements
Modeling TOM Order and Order Recognition Requirements
TOM Data Modeling Considerations
Modeling TOM Orchestration Order Items and Bindings Conceptual Model Parameters
Modeling TOM Orchestration Order Item Decomposition
Modeling TOM Orchestration Fulfillment Patterns and Fulfillment Modes
Modeling TOM Orchestration Dependencies
Modeling TOM Processes and Tasks
Modeling TOM Fallout Scenarios
Modeling TOM Fulfillment States
Modeling TOM Processing States
Modeling Change Order Management for TOM
Cartridge Management Considerations for TOM
Part II Implementing an OSM Solution
2
Modeling Orders and Permissions
Modeling OSM Orders
About OSM Orders Without Orchestration
About OSM Orders With Orchestration
Modeling Roles and Setting Permissions
About Order Types
About Order Updates
Using a Job Control Order to Manage Multiple Orders
About Job Control Order Operations
About Job Control Order Permissions
About Job Control Order System Configuration Files
Viewing Orders in OSM Web Clients
Specifying Which Data to Display in the OSM Web Clients
Modeling Query Tasks for OSM Clients
3
Modeling Order Life-Cycle Policies
Modeling Order Life-Cycle Policy States and Transitions
About Modeling Transition Conditions
About Modeling Transition Grace Periods
About Modeling Transition Permissions
OSM Order States and Transactions
About Order State Categories
Common Order State Transitions
Optional, Mandatory, and Prohibited Transactions
About the Aborted Order State
About the Amending Order State
About the Cancelled Order State
About the Cancelling Order State
About the Completed Order State
About the Failed Order State
About the In Progress Order State
About the Not Started Order State
About the Suspended Order State
About the Waiting Order State
About the Waiting for Revision Order State
About Deleting Orders
4
Modeling Order Recognition
About Sending Orders to OSM and Order Recognition
Modeling Order Recognition Rules
Validating Incoming Order Data
Transforming Order Data
Modeling the Order Data Rule to Populate the Creation Task
Modeling Order Priority
Configuring JMS Message Priority on JMS Queue
Creating a JMS Destination Key
Configuring Destination Key for a JMS resource
Modeling the Order Reference Number
Modeling a Catch-All Recognition Rule
Common Order Recognition Errors
5
Modeling Orchestration Plans
Orchestration Plan Overview
Modeling an Orchestration Plan
About Component Names and Component IDs
About Order Items
About Creating Order Items from Customer Order Line Item Node-Sets
About Associated Order Items
Modeling Order Item Hierarchies
About Using a Distributed Order Template
About Mapping Order Items to Fulfillment Patterns
About Modeling Product Specifications
Modeling Fulfillment Modes
About the Decomposition of Order Items to Function Order Components
About Assigning Order Items to Fulfillment Pattern Function Components
About the Function Components Stage
About Order Component Control Data
About Fulfillment Pattern Conditions for Including Order Items
Summary of Order Item to Function Components Decomposition
About the Decomposition of Function to Target System Components
About Decomposition Rules from Function Components to Target Systems
About Decomposition Rule Conditions for Choosing a Target System
About the Target Systems Stage
Summary of Configuring Target System Components Decomposition
About the Decomposition of Target System to Granularity Components
About Decomposition Rules from Target System to Granularity Components
About Customized Component IDs for Separating Bundled Components
About the Granularity Components Stage
Summary of Configuring Granularity Components Decomposition
About Dependencies
About Intra-Order Dependencies
Modeling an Order Item Dependency
About Order Item Dependency Wait Conditions
About Order Item Dependency Wait Conditions Based on Data Changes
Modeling a Fulfillment Pattern Dependency
Modeling an Order Item Property Correlation Dependency
About Inferred Dependencies
About Modeling Orchestration Dependencies
About Processing Order Items Sequentially
About Inter-Order Dependencies
About Modeling Orchestration Dependencies
Using Task States to Manage Orchestration Dependencies
6
Modeling the Order Transformation Manager
Understanding the Order Transformation Manager
Order Transformation Manager in Runtime
The Order Transformation Manager and the Conceptual Model
OSM Entities Used in the Order Transformation Manager
Calling the Order Transformation Manager
Using the Distributed Order Template with the Order Transformation Manager
Modeling OTM With Calculate Service Order
Calculate Service Order Design Patterns
About the Calculate Service Order Provider Function
About Calculate Service Order Relationship Types
About the Calculate Service Order Transformation Sequence
User-Created Entities for Calculate Service Order
Modeling OTM Without Calculate Service Order
7
Modeling Processes and Tasks
Overview of Processes and Tasks
Modeling Processes
About Process Flows
Adding Process Activities
Configuring Subprocesses
Understanding Parallel Process Flows
About Amendments and Multi-Instance Subprocesses
About Order Rules in Processes and Notifications
Modeling Order Rules in Notifications
Using the System Date in Delays
Process and Task Design and Data Considerations for Compensation
Order Perspectives and Data Elements in Compensation
Effects of Process Loops on Compensation
Modeling Tasks Entities Common to All Task Types
Modeling Task States
Modeling Task Permissions and Execution Modes
About Normal and Fallout Execution Modes and Task States
Modeling Task Status Transitions
Specifying the Expected Task Duration
Specifying the Task Priority
About Extending Tasks
About Task Types
Modeling Automated Tasks
About Automation Plug-in and Automated Tasks
Completing an Automation Task That Handles Concurrent Status Updates
Modeling Manual Tasks
Deploying a Custom Task Algorithm using the OSM Cartridge Management Tool
Modeling Transformation Tasks
Modeling Activation Tasks
About Service Action Request Mapping
About Service Action Response Mapping
About Activation Tasks and Amendment Processing
About State and Status Transition Mapping for Activation Tasks
About Automation Plug-ins
Specifying Which Data to Provide to Automation Plug-ins
Modeling Query Tasks for Order Automation Plug-ins
About Automation Message Correlation
Example: Modeling a Basic Automator Plug-in for an Automated Task
8
Modeling OSM Data
Data Modeling Overview
Modeling Order Data
About the Data Dictionary
About the Order Template
Identifying Data Requirements for Order Payload
Adding the Input Message to an Order Recognition Rule
Adding the Input Message to the Order Template
Modeling Valid Data Keys
Modeling Data for Tasks
Determine Task Data for Manual and Automated Tasks
Determine Task Data for Data Returned from Fulfillment Applications
Generating Multiple Task Instances from a Multi-Instance Field
Modeling Data for Orchestration
About Order Item Control Data
About Order Template Data
About Order Item Specification Data
About ControlData for Order Component Data
Modeling Data for Fulfillment States
About ControlData for External Fulfillment States
About ControlData for Order Fulfillment State
About ControlData for Order Item Fulfillment State
Fulfillment States and Point of No Return
Fulfillment State and Point of No Return Initial Values
Sample XQuery for Changing Default Data Locations
Modeling Data for Processing States
About ControlData for Order Component Order Item Processing States
About ControlData for Order Item Processing States
Modeling Orders With Data Fields Above 1000 Characters
Using XML Types for Data Fields Above 1000 Characters
Using Order Remarks for Data Fields Above 1000 Characters
Using Attachments for Data Fields Above 1000 Characters
Using Data Providers to Retrieve Data
About Data Providers and Adapters
Data Provider Interface Tab
Accessing Data through Data Providers
Augmenting or Overriding Data
Objectel
Order
Adding a New Order Data Provider
Property File
SOAP
XML Attachment
XML File
XML Validation
JDBC
Web Service
Adding a New Web Service Data Provider
Sample soap.request XQuery
Accessing Data
Custom Data Providers
Handling Parameters
9
Modeling Behaviors
Modeling Behaviors Overview
About Behavior Evaluation
Evaluating Behavior Levels
Evaluating Design Studio Final and Override Options
Evaluating Behavior Type Precedence and Sequence
Evaluation Process
Evaluating Multiple Behaviors of Similar Type and Level
About Setting Conditions in Behaviors
Using the Calculation Behavior
Calculation Behavior XPath Examples
Calculation Behavior Overview
Using the Constraint Behavior to Validate Data
Displaying Constraint Behavior Error Messages
Evaluating Constraint Behaviors
Using Task Statuses to Control Process Transitions
Task Statuses and Constraint Behavior Violation Severity Levels
Constraint Behavior Overview
Using the Data Instance Behavior to Retrieve and Store Data
Evaluating Data Instance Behaviors
Data Instance Behavior XML, XPath, and XQuery Examples
Data Instance Behavior Overview
Using the Event Behavior to Re-evaluate Data
Event Behavior Overview
Using the Information Behavior to Display Data and Online Help
Information Behavior XPath Examples
Information Behavior Overview
Using the Lookup Behavior to Display Data Selection Lists
Lookup Behavior XPath Example
Lookup Behavior Overview
Using the Read-Only Behavior
Read-Only Behavior Overview
Using the Relevant Behavior to Specify if Data Should Be Displayed in the Web Client
Relevant Behavior Overview
Using the Style Behavior to Specify How to Display Data in the Task Web Client
About Style Behavior Layouts
About Style Behavior Password Fields
Style Behavior Overview
Part III Modeling Run-time Order Management
10
Modeling Changes to Orders
About Amendment Processing and Compensation
About Revising or Canceling Orders by Using the Task Web Client
About Order Keys
About Submitting Multiple Revisions of an Order
About Compensation States
About Revising In-flight Revision Orders
About Insignificant Revision
About Terminating Compensation
Disabling Processing of Revisions on In-flight Revision Orders
Example: Revising an In-flight Revision Order
About Controlling When Amendment Processing Starts
About Compensation
About Order-Level and Task-Level Compensation Analysis
About Order Data Position and Order Data Keys
About Data Significance
About Task Execution Modes
Modeling Compensation for Tasks
Determining Task Compensation Strategy
About Compensating In Progress Tasks
About Task Compensation Strategy XQuery Expressions
About Managing Compensation in the Task Web Client
Modeling Compensation for Rules in Processes
Modeling Compensation for Task Automation Plug-Ins
Compensation Examples
Example 1: Compensation During Provisioning
Example 2: Compensation During Billing
Example 3: Amend Do Compensation
Examples of Changes to Orchestration Plans
Modeling a Point of No Return
Fulfillment Pattern Point of No Return
Life-Cycle Policy Point of No Return
About Modeling Order Change Management
Troubleshooting Order Change Management Modeling
About Order Change Management at the Orchestration Layer
About Compensation and Orchestration
About Point of No Return
11
Modeling Fallout
Overview of Fallout
Understanding Fallout Across OSM Roles
Understanding Fallout Sources
Managing Business Related Fallout Sources
Managing Fallout from Failures in Network or System Resources
Managing Fallout During Order Creation
Managing Fallout in the OSM Web Clients
Modeling Fallout in Tasks
About Failed Tasks and Execution Modes
About Alternate Task Fallout Management Methods
Modeling Task Notifications for Fallout
About Modeling Fallout Exceptions
Managing Fallout Exceptions in the Task Web Client
Modeling Fallout in Orders
Modeling the Failed Order State
Modeling Order Notifications for Fallout
About Aborting or Terminating an Order
Managing Fallout in the OSM Order Management Web Client
12
Modeling Fulfillment States and Processing States
About Fulfillment States, and Processing States
Modeling Fulfillment States
Defining Fulfillment States
Modeling External Fulfillment States
Modeling Fulfillment State Maps
Modeling Fulfillment State Composition Rule Sets
Modeling Processing States
Order Component Order Item Processing States
Order Item Processing States
13
Modeling Jeopardy and Notifications
Best Practices for Using Notifications for Status Updates
Status Update Strategies
Strategies for Using Notifications
Modeling Notifications
Using Task States and Statuses to Trigger Event Notifications
About Notification Priority
About Sending Notifications in Email
About Configuring Entities to Support Notifications
About Jeopardy Notifications
About Modeling Jeopardy Notifications
About Jeopardy Notification Triggering
About Jeopardy Notification Conditions
Specifying Jeopardy Notification Conditions in the Order Jeopardy Editor
Specifying Jeopardy Notification Conditions in the Order Editor
Specifying Jeopardy Notification Conditions for a Task
About Event Notifications
About Using Task Transitions to Trigger Event Notifications
About Using Task States and Rules to Trigger Event Notifications
About Using Task States to Trigger Automated Event Notifications
About Using Order Milestones to Trigger Event Notifications
About Using Order Data Changes to Trigger Notifications
About Enabling Order Life-Cycle Events
Summary of Notification Functionality
14
Modeling Order Scheduling
About Order Item Requested Delivery Date and Order Components
How OSM Decomposes and Processes Order Items in Order Components
About Grouping Order Items in Order Components by Date Range
Modeling Order Component Minimum Processing Duration
About Minimum Processing Duration Inheritance in Fulfillment Patterns
About Minimum Processing Duration Expressions
Calculating the Earliest Order Component Start Date (Order Start Date)
About Calculated Order Component Start Dates
Modeling Order Component Dependencies and Requested Delivery Dates
Modeling Order Items Processed by Multiple Dependent Order Components
Revisions of Future-Dated Orders
Examples of Calculating the Expected Start Date
Example 1: Calculating Start Dates for Order Components with No Dependencies
Example 2: Calculating Start Dates for Order Components with Dependencies
Part IV Managing OSM Projects
15
Managing OSM Solution Cartridges
Solution Management Overview
About OSM Cartridge Scope
Scope of OSM Entities Without Namespaces
Design Studio Entities
XML Catalogs and Resource Files
Scope of OSM Entities with Namespaces
Standalone Cartridge Scope
XML Catalog Files in Standalone Cartridges
Avoiding Namespace Collisions for Design Studio Entities
Avoiding Namespace Collisions for Resource and XML Catalog Files
Composite Cartridge Scope
Special Cases for Scope
Order Recognition Rules
Fulfillment Patterns
Managing Cartridge Versions
Making Changes to Existing Cartridge Versions
Handling Multiple Cartridge Versions
Migrating Orders to a New Version of a Cartridge
Designation of the Default Cartridge Among Cartridge Versions
Handling Revision Orders When Multiple Cartridge Versions Are Deployed
Building and Packaging a Cartridge
About Generating OSM Cartridges and Deployment Options
About Cartridge Types
About Design Studio Editors for OSM Cartridges
Organizing Design Studio and Naming Conventions
Cartridge Packaging Design
Modifying the Build
About XML Catalogs
Using XML Catalogs in OSM
Resource Packaging Considerations for Using XML Catalogs
Defining rewriteURI Entries in XML Catalogs
Specifying XML Catalogs for OSM
Enabling and Disabling XML Catalog Support
Examples of Using XML Catalogs
Using XML Catalogs to Support Cartridge Versioning
Using XML Catalogs to Load Resources from a Development File System
Using XML Catalogs to Insulate Run-Time Environments from Development
Cartridge Deployment
Cleaning and Rebuilding Cartridges Prior to Deployment
Optimizing Cartridge Deployment
Deploying Multiple Cartridges
Deploying Cartridges with Dependencies
Building and Deploying Composite Cartridges
Setting Cartridge Dependencies
Post-Deployment Effect on Numeric Data
Post-Deployment Changes to Cartridge
Metadata Errors
Part V Appendixes
A
XQuery Examples
General XQuery Information
About Creating XQuery Expressions with Design Studio
OSM XQuery Functions
Referencing Items from a Distributed Order Template in XQuery Expressions
Order Recognition Rule XQuery Expressions
About Recognition Rule XQuery Expressions
About Validation Rule XQuery Expressions
About Order Priority XQuery Expressions
About Order Reference XQuery Expressions
About Order Data Rule XQuery Expressions
Decomposition XQuery Expressions
About Orchestration Sequence XQuery Expressions
About Order Sequence Order Item Selector XQuery Expressions
About Order Sequence Fulfillment Mode XQuery Expressions
About Order Item Specification XQuery Expressions
About Order Item Specification Order Item Property XQuery Expressions
About XQuery Expressions for Mapping Product Specifications and Fulfillment Patterns
About Order Item Specification Order Item Hierarchy XQuery Expressions
About Order Item Specification Condition XQuery Expressions
About Fulfillment Pattern Order Component XQuery Expressions
About Fulfillment Pattern Order Component Condition XQuery Expressions
About Associating Order Items Using Property Correlations XQuery Expressions
About Decomposition Rule Condition XQuery Expressions
About Component Specification Custom Component ID XQuery Expressions
Custom Order Component IDs Based on Hierarchy
Custom Component IDs Based on Requested Delivery Date and Duration
Custom Component IDs by Duration and Minimum Separation Duration
Combining Order Item Hierarchy with Duration-Based Groupings
About Component Specification Duration XQuery Expressions
About Fulfillment Pattern Duration XQuery Expressions
About Fulfillment Pattern Component Duration XQuery Expressions
Dependency XQuery Expressions
About Order Item Dependency Property Correlation XQuery Expressions
About Wait Delay Duration XQuery Expressions
About Wait Delay Date and Time XQuery Expressions
About Order Data Change Wait Condition XQuery Expressions
About Order Item Inter-Order Dependency XQuery Expressions
Order Transformation Manager XQuery Expressions
About Transformation Sequence XQuery Expressions
About Order Item Context XQuery Expressions
About Related Order Item Selector XQuery Expressions
About Stage Condition XQuery Expressions
About Mapping Rule XQuery Expressions
About Mapping Condition XQuery Expressions
About Action Mapping XQuery Expressions
About Entity-to-Entity Advanced Mapping XQuery Expressions
About Entity-to-Data-Element Advanced Mapping XQuery Expressions
About Data-Element-to-Data-Element Advanced Mapping XQuery Expressions
About Reverse Mapping XQuery Expressions
About Multi-Instance XQuery Expressions
About Order Item Parameter Binding XQuery Expressions
About Transformed Order Item Fulfillment State XQuery Expressions
B
Behaviors Quick Reference
OSM Behavior Type Overview
Common Behavior Elements
Annotation Element
Description Element
Instance Element
Adapter Element [externalInstanceType]
Parameter Element [externalInstanceType]
Cache Element
Expression Element
Declaring Behaviors in OSM XML Model
Data Dictionary Level
Master Order Template Level
View Level
Data Provider Overview
Programmatic Behavior Implementation Overview
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