Table of Contents
- Title and Copyright Information
- Preface
-
Part I Using Oracle BPM Studio
- 1 Introduction to Oracle BPM Studio
- 2 Working with BPM Projects
-
3
Working with Processes and the Process Editor
- 3.1 Getting Started with Processes
- 3.2 Introduction to the Process Editor
- 3.3 Working with Processes
-
3.4
Working with Flow Objects in Your Process
- 3.4.1 How to Add Flow Objects from the Component Window
- 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
- 3.6 Documenting Your Process
-
Part II Modeling a Process
- 4 Modeling Your Organization
-
5
Handling Information in Your Process Design
- 5.1 Introduction to Handling Information in Your Process Design
- 5.2 Introduction to Data Objects
- 5.3 Working with Process Data Objects
- 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
- 5.8 Introduction to Project Data Objects
- 5.9 Working with Project Data Objects
- 5.10 Introduction to Arguments
- 5.11 Naming Conventions
- 5.12 Scope and Access
- 5.13 Introduction to Data Associations
- 5.14 Introduction to Transformations
- 5.15 Defining Transformations
-
Part III Analyzing Process Performance
- 6 Running Simulations in Oracle BPM
-
7
Using Process Analytics
- 7.1 Introduction to Process Analytics
- 7.2 Typical Process Analytics Workflow
-
7.3
Configuring Projects, Processes, and Activities to Generate Sampling Points
- 7.3.1 User-Defined Measurements
- 7.3.2 Enable HWF and Case Measurements
- 7.3.3 How to Configure the Sampling Point Generation of a Project
- 7.3.4 What Happens When You Configure a Project To Generate Sampling Points
- 7.3.5 How to Configure the Sampling Point Generation for an Activity
- 7.3.6 What Happens When You Configure the Sampling Points for an Activity
- 7.4 Adding Business Indicators to Projects
-
7.5
Adding Measurement Marks to Processes
- 7.5.1 How to Add Single Measurement Marks to a Process
- 7.5.2 What Happens When You Add a Single Measurement to a Process
- 7.5.3 How to Measure a Business Indicator in a Process Section Using Measurement Marks
- 7.5.4 What Happens When You Use Measurement Marks to Measure Business Indicator Values for a Section of a Process
- 7.6 Adding Counters to the Activities in a Process
- 7.7 Defining Analytics View Identifier
- 7.8 Configuring BAM 12c Process Metrics Generation in a Project
- 7.9 Enabling Oracle BAM 11g in a Project
-
Part IV Working with Business Components
- 8 Using the Business Catalog
-
9
Sharing BPM Projects Using the Process Asset Manager
- 9.1 Introduction to the Process Asset Manager
- 9.2 Working with BPM Projects Stored in the Process Asset Manager
-
9.3
Working with the Process Asset Manager
- 9.3.1 How to Create a Process Asset Manager Connection
- 9.3.2 How to Check Out a BPM Project from the Process Asset Manager
- 9.3.3 How to Save a BPM Project to the Process Asset Manager
- 9.3.4 How to Update Local BPM Projects
- 9.3.5 How to Delete a BPM Project from the Process Asset Manager
- 9.3.6 How to View the Change History
-
10
Modeling Business Objects
- 10.1 Introduction to 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
- 10.4 Adding Business Objects Based on a XML Schema Element or Type
- 10.5 Introduction to Business Object Attributes
- 10.6 Working with Business Object Attributes
- 10.7 Working with Business Object Methods
- 10.8 Sharing Business Objects
- 10.9 Introduction to Business Object Inheritance
- 10.10 Working with Business Object Inheritance
- 11 Working with Human Tasks
-
12
Working with Services and References
- 12.1 Introduction to Services and References
- 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
-
13
Using Business Rules
- 13.1 Introduction to Business Rules in Oracle BPM
- 13.2 Assigning an Existing Business Rule 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
-
15
Using SOA Composites with BPM Projects
- 15.1 Introduction to SOA Composites
- 15.2 Opening the SOA Composite in a BPM Project
- 15.3 Opening BPMN Processes from the SOA Composite in a BPM Project
- 15.4 Adding 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
- 15.7 Connecting to a BPMN Process Using Web Services
- 15.8 Building a BPM Project
-
Part V Controlling the Process Flow
- 16 Controlling the Process Flow
- 17 Adding Delays, Deadlines, and Time-Based Cycles to a Process
-
18
Handling Errors
- 18.1 Introduction to Error Handling
- 18.2 Using Business Exceptions
- 18.3 Using System Exceptions
- 18.4 Typical Flow of an Exception
- 18.5 Handling Exceptions in a Business Process
- 18.6 Configuring Catch Events to Recover from an Exception
- 18.7 Throwing Exceptions in Subprocesses or Reusable Processes
- 18.8 Handling Exceptions in Subprocesses
- 18.9 Handling Errors in a Peer Process Using Message Events
-
19
Using Fault Handling in BPM
- 19.1 Handling Faults with the Fault Management Framework
-
19.2
Designing Fault Policies for Oracle BPM Suite
- 19.2.1 Designing Composite Level Fault Policies
- 19.2.2 Designing Service Component Level Fault Policies
- 19.2.3 Designing Reference Level Fault Policies (Calling a BPM Process)
- 19.2.4 Designing Reference Level Fault Policies (Calling a File Adapter)
- 19.2.5 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
- 20.2 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 get Callbacks from the Invoked 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 get the Callback operation of an Invoked 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
- 20.10 Introduction to Communication Between Processes Using Signal Events
- 20.11 Communicating Between Processes Using Signal Events
-
21
Defining the Process Interface
- 21.1 Defining the Process Interface
- 21.2 Using Message Events to Define the BPMN Process Interface
-
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
- 21.4 Using Message Events to Define a Synchronous Operation in a BPMN Processes Interface
-
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
-
21.7
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
-
21.9
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
- 22 Communicating Business Processes Using Correlations
- 23 Defining Conversations
-
24
Writing Expressions
- 24.1 Introduction to Expressions in Oracle BPM
- 24.2 Writing Conditions in Conditional Sequence Flows
- 24.3 Writing Expressions in Complex Gateways
- 24.4 Writing Expressions in Timer Events
- 24.5 Writing Expressions in Data Associations
- 24.6 Writing Conditions in Loop and Multi-Instance Markers in Subprocesses
- 24.7 Writing Expressions and Conditions Using the Simple Expression Builder
- 24.8 Simple Expression Builder Supported Operators
- 24.9 Simple Expression Builder Supported Functions
- 24.10 Writing Expressions Using the XPath Expression Builder
- 24.11 Using Arrays
- 24.12 Using Literals
- 24.13 XPath BPM Extension Functions
-
25
Writing BPM Scripts
- 25.1 Introduction to BPM Scripting
- 25.2 Introduction to the BPM Code Editor
- 25.3 Introduction to the Scripting Catalog
- 25.4 Importing Custom Libraries
- 25.5 Working with the Elements of a BPM Project
- 25.6 Importing Business Objects from the Business Catalog
- 25.7 Predefined Variables
- 25.8 Implementing Script Tasks
- 25.9 Type Description Mapping for XML Schema Types
- 26 Debugging a BPM Project
-
Part VI 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
- 27.2.2 Introduction to the Stages of Human Workflow Design
- 27.3 Introduction to Human Workflow Features
- 27.4 Introduction to Human Workflow Architecture
- 27.5 Human Workflow and Business Rule Differences Between Oracle SOA Suite and Oracle BPM Suite
-
28
Designing Human Tasks in Oracle BPM
- 28.1 Introduction to Designing Human Tasks in Oracle BPM
- 28.2 Creating a Human Task from Oracle BPM Studio
- 28.3 Editing a Human Task from Oracle BPM Studio
- 28.4 Creating a Human Task from the SOA Composite Editor
- 28.5 Implementing a User Task with an Existing Human Task
- 28.6 Editing a Human Task Using the Human Task Editor
- 28.7 Configuring a Human Task Using the Human Task Editor
- 28.8 Working with Screenflows
-
29
Configuring Human Tasks
- 29.1 Accessing 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
- 29.2.8 How To Specify an Application Context
- 29.3 Specifying 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
- 29.4.4 How to Configure the Parallel Participant Type
- 29.4.5 How to Configure the Serial Participant Type
- 29.4.6 How to Configure the FYI Participant Type
-
29.5
Selecting a Routing Policy
-
29.5.1
How to Route Tasks to All Participants in the Specified Order
- 29.5.1.1 Allow All Participants to Invite Other Participants or Edit New Participants
- 29.5.1.2 Allow Initiator to Add Participants
- 29.5.1.3 Stopping Routing of a Task to Further Participants
- 29.5.1.4 Enabling Early Completion in Parallel Subtasks
- 29.5.1.5 Completing Parent Subtasks of Early Completing Subtasks
- 29.5.2 How to Specify Advanced Task Routing Using Business Rules
- 29.5.3 How to Use External Routing
- 29.5.4 How to Configure the Error Assignee and Reviewers
-
29.5.1
How to Route Tasks to All Participants in the Specified Order
- 29.6 Specifying Multilingual Settings and Style Sheets
- 29.7 Specify What to Show in Task Details in the Worklist
-
29.8
Escalating, Renewing, or Ending the Task
- 29.8.1 Introduction to Escalation and Expiration Policy
- 29.8.2 How to Specify a Policy to Never Expire
- 29.8.3 How to Specify a Policy to Expire
- 29.8.4 How to Extend an Expiration Policy Period
- 29.8.5 How to Escalate a Task Policy
- 29.8.6 How to Specify Escalation Rules
- 29.8.7 How to Specify a Due Date
-
29.9
Specifying Participant Notification Preferences
- 29.9.1 How to Notify Recipients of Changes to Task Status
- 29.9.2 How to Edit the Notification Message
- 29.9.3 How to Set Up Reminders
- 29.9.4 How to Change the Character Set Encoding
- 29.9.5 How to Secure Notifications to Exclude Details
- 29.9.6 How to Display the Oracle BPM Worklist URL in Notifications
- 29.9.7 How to Make Email Messages Actionable
- 29.9.8 How to Send Task Attachments with Email Notifications
- 29.9.9 How to Send Email Notifications to Groups and Application Roles
- 29.9.10 How to Customize Notification Headers
- 29.10 Specifying Access Policies and Task Actions on Task Content
- 29.11 Creating and Implementing Digital Certificates
- 29.12 Specifying Restrictions on Task Assignments
- 29.13 Specifying Java or Business Event Callbacks
- 29.14 Storing Documents in Oracle Enterprise Content Management
-
30
Working with Guided Business Processes
- 30.1 Introduction to Guided Business Processes
- 30.2 Guided Business Process Use Cases
- 30.3 The Typical Flow of Developing a Guided Business Process
- 30.4 Introduction to Developing a Guided Business Process
-
30.5
Developing a BPMN Guided Business Process
- 30.5.1 How to Develop a BPMN Guided Business Process
- 30.5.2 What Happens When You Develop a BPMN Guided Business Process
- 30.5.3 How to Add a New Milestone to a Guided Business Process
- 30.5.4 What Happens When You Add a Milestone to a Guided Business Process
- 30.5.5 How to Add a User Task to a Milestone
- 30.5.6 What Happens When You Add a User Task to a Milestone
- 30.5.7 How to Move a User Task to Another Milestone
- 30.5.8 What Happens When You Move a User Task to Another Milestone
- 30.5.9 How to Order the Milestones in a BPMN Guided Business Process
- 30.5.10 What Happens When You Order the Milestones in a Guided Business Process
- 30.5.11 How to Delete a Task from a Guided Business Process
- 30.5.12 What Happens When You Delete a Task from a Guided Business Process
- 30.5.13 How to Delete a Milestone
- 30.5.14 What Happens When You Delete Milestone
- 30.5.15 How to Configure an Optional Task
- 30.5.16 What Happens When You Configure an Optional Task
- 30.5.17 How to Configure a Parallel Task Flow in a BPMN Guided Business Process
- 30.5.18 How to Branch the Task Flow in a BPMN Guided Business Process
- 30.5.19 How to Configure a Task to Display a Blocked Icon
- 30.5.20 What Happens When You Configure a Task to Display a Blocked Icon and Message
- 30.5.21 How to Configure an Icon for a Guided Business Process
- 30.5.22 What Happens When You Configure an Icon for a Guided Business Process
- 30.5.23 How to Configure an Icon for a Milestone
- 30.5.24 What Happens When You Configure an Icon for a Milestone
- 30.5.25 How to Configure the Display Mode for a Guided Business Process
- 30.5.26 What Happens When You Configure the Display Mode for a Guided Business Process
- 30.5.27 How to Configure the Display Mode for a Milestone
- 30.5.28 What Happens When You Configure the Display Mode for a Milestone
- 30.5.29 How to Configure the Display Mode for a User Task
- 30.5.30 What Happens When You Configure the Display Mode for a User Task
- 30.5.31 How to Configure the Task Access Mode for a Guided Business Process
- 30.5.32 What Happens When You Configure the Task Access Mode for a Guided Business Process
- 30.5.33 How to Localize a BPMN Guided Business Process
- 30.5.34 How to Localize a Milestone
- 30.5.35 How to Localize a User Task
- 30.5.36 What Happens When You Localize a Guided Business Process
- 30.6 Configuring Activity Guide Properties
- 30.7 Deploying a Guided Business Process to Oracle WebLogic Server
- 30.8 Testing Guided Business Processes
-
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
- 31.3 Securing the Guided Business Process Client Application
- 31.4 Localizing a Guided Business Process Client Application
- 31.5 Guided Business Process Runtime APIs
- 31.6 Developing an Example of a User Interface for Guided Business Process Tasks Using Guided Business Process Runtime Services
- 31.7 Using Guided Business Process Logging
-
32
Using Approval Management
- 32.1 Introduction to Approval Management
- 32.2 Understanding Approval Management Concepts
-
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
- 32.3.4 Specifying Task Parameters
- 32.3.5 Specifying Mapped Attributes
- 32.3.6 Specifying Routing and Approval Policies
- 32.3.7 Defining Escalation and Renewal Policies
- 32.3.8 Specifying Notification Settings
- 32.3.9 Using Advanced Settings
- 32.4 Using the End-to-End Approval Management Samples
- 32.5 Using the User Metadata Migration Utility
-
33
Working with Adaptive Case Management
- 33.1 Introduction to Adaptive Case Management
- 33.2 Creating a Case
- 33.3 Configuring a Case
- 33.4 Configuring Case General Properties
-
33.5
Configuring Case Data and Documents
- 33.5.1 Case Document Operations
- 33.5.2 Specifying Permission Tags for Case Documents
- 33.5.3 Using the BPM Database for Data Storage
- 33.5.4 Case Links in WebCenter Case Documents
- 33.5.5 Customizing Case Links in WebCenter Case Documents
- 33.5.6 Creating Case Fields in Oracle WebCenter Content
- 33.5.7 How to Configure Case Data
- 33.5.8 Configuring Case Flex Fields
- 33.5.9 How to Create a Case Flex Field
- 33.5.10 How to Configure the Document Location
- 33.5.11 How to Configure Enterprise Content Management
- 33.6 Configuring Case User Events
- 33.7 Defining Case Stakeholders and Permissions
- 33.8 Defining Case Tag Permissions
- 33.9 Localizing a Case
-
33.10
Case Activities and Sub Cases
- 33.10.1 Case Activity and Sub Case Attributes
- 33.10.2 Predefined Case Activities
- 33.10.3 Specifying the Order of Case Activities
- 33.10.4 How to Promote a BPMN Process to a Case Activity
- 33.10.5 How to View the BPMN Process
- 33.10.6 How to Promote a Human Task to a Case Activity
- 33.10.7 How to View the Human Task
- 33.10.8 How to Create a Custom Case Activity
- 33.10.9 Creating Sub Cases
- 33.10.10 How to Create a Sub Case
- 33.11 Defining Input Parameters for Case Activities
- 33.12 Defining Output Parameters for Case Activities
- 33.13 Configuring Case Activities
- 33.14 Creating a Global Case Activity
- 33.15 Using Business Rules with Cases
- 33.16 Closing Cases
- 33.17 Integrating with Oracle BPM
- 33.18 Schema Reference
-
27
Getting Started with Human Workflow
- Part VII Appendices
- A Process Star Schema Views
- B Oracle BPM Studio Accessibility Features