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IBM Business Process Management
What’s New in IBM BPM v8.5 A Technical Overview
IBM Business Process Manager 8.5
Version 1.1
Paul PacholskiIBM Canada Toronto Laboratory
© 2013 IBM Corporation2
Key New Capabilities in IBM BPM 8.5
1. Simplified IBM BPM installation, configuration, and administration reduces time and effort to setup, manage, and expand IBM BPM
2. Improved business process outcomes by significantly enhanced support for out-of-the box and custom dashboards
3. New, internal document repository to consistently store document attachments, both internally and externally, using CMIS
4. Enhanced collaboration, communications, and change tracking between Blueworks Live and Process Designer
5. Enhanced Web Services security and SOAP header support in the IBM BPM standard runtime
6. Included entitlement for IBM Worklight Enterprise Edition Environment accelerates developing IBM BPM applications on mobile devices
© 2013 IBM Corporation3
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation4
IBM BPM Statement of Environment
• Details – See IBM Support Portal– IBM BPM Advanced:
• http://www-01.ibm.com/support/docview.wss?uid=swg27023005– IBM Integration Designer
• http://www-01.ibm.com/support/docview.wss?uid=swg27022441
Above link show all the detailsExample: Supported Databases
© 2013 IBM Corporation5
IBM BPM Statement of Environment Highlights
• Process Server and Process Center based on WAS 8.5.0.2• Integration Designer based on RAD 8.5.1 and eclipse 3.6.2• Integration Designer now supports 64 bit • Support for Oracle RAC in active/active configuration (as of
8.0.1.1)• Coaches now use and support Dojo 1.8.3
• IBM Business Process Manager for Microsoft Office Add-On and IBM Business Process Manager for Microsoft SharePoint Add-On are not supported – http://www-01.ibm.com/support/docview.wss?uid=swg21631699
• IE V8 is deprecated and in some cases not supported
© 2013 IBM Corporation6
• Process Instances view has been replaced with a Dashboard based view. For IE8 users, the pre-8.5 version of the Process Instances view is used.
• The new Dashboard Controls are not supported on IE8 • The new OOTB Dashboards (Process Performance and Team
Performance) are not supported on IE8
IE V8 Differences and Limitations
© 2013 IBM Corporation7
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation8
New Social, Actionable Coach-Based Dashboards
• Coach based, out of the box, configurable dashboards – replaces “scoreboards” from previous releases
• Process Owners can view current performance against expectations
• Team Managers can visualize and manage the work of their team
• Participants can see their own task performance measurements
• Take action directly to resolve issues and balance work
• Ability to create custom dashboards using Coach Views – empowering customization and extensibility
© 2013 IBM Corporation9
Team Performance Dashboard
• Accessible to users (Managers) that belong to tw_managers group and are managers of the teams
• Shows quick overview of a team status (At Risk / Overdue / On Track)• Has a link to explore deeper the team performance• Replaces pre v8.5 My Team Performance dashboards
Link to detailed team peformce page
© 2013 IBM Corporation10
Team Performance - Overview
• Turnover Rate – shows daily productivity (closed versus new tasks) per hour or per day
• Roster – the Team members and their key personal task completion statistics (assigned and completed tasks)
© 2013 IBM Corporation11
Team Performance – Team Tasks
• Shows Tasks: All Open, Open Unassigned, Completed• Daily view of the mix of At Risk / Overdue / On Track (colorful bar chars on the right)• Manager can Modify Task’s Due Date and Priority; reassign task to Team or a Team
Member
© 2013 IBM Corporation12
Team Performance – Reassign Tasks
• Manager can Reassign back to Team or another Team member
Assign to a Team member
© 2013 IBM Corporation13
Flexible Instance or Task Search
• “Pill Editor” available in all dashboards• Search for instances using “Tracked” business data / Process / Task data –
depending if you search for tasks or instances– i.e. Mortgage Amount and Customer Name (tracked data)
Create a Search “Pill”
© 2013 IBM Corporation14
Team Performance – Individual Performance
• Shows Team member’s individual statistics• Shows tasks assigned to a particular team member• Show the team member’s Activity stream
Activity Stream for user Paul
© 2013 IBM Corporation15
Process Performance Dashboard
• Access given to team members of teams set in “Expose Performance Metrics” in Process Designer
• Shows quick overview of Process Status ( At Risk / Overdue / On Track )
• Has a link to explore deeper the process performance• Replaces pre 8.5 Process Performance dashboard
Link to detailed process peformce page
© 2013 IBM Corporation16
Process Performance – Overview
• Turnover Rate – shows daily productivity (closed versus new instances) per hour or per day
• Instances in Progress – shows either all or what is selected in the pie chart
Click RED to show only Overdue tasks Overdue
tasks only
© 2013 IBM Corporation17
Process Performance – Tasks (Average Duration)
• Shows average duration of tasks in a process (bar length reflects the duration)• Shows % of occurrence (color saturation) – when decision gates are present not
all tasks are executed 100%• Shows rework – duration and how often task was redone
Rework!
Scroll down fo get here
© 2013 IBM Corporation18
Process Performance – Timing Intervals (Average Duration)
• Average Duration of Timing Intervals in the process diagram
Process Designer
© 2013 IBM Corporation19
Process Performance – Diagram
• Shows graphical aggregated view of the process– How many inflight tasks– Broken down by status (At Risk / Overdue / On Track)
• Instances in Progress – shows what is selected in the Tasks Status pane
Click he RED counter to see the Overdue tasks
© 2013 IBM Corporation20
Process Performance – Gant View
• Shows a predictive view of how (path) and when (completion) a process instance will execute to completion
• Helps to determine whether an instance that is in progress is on track for completion.
• Reworked tasks are indicated by an extra bar on the chart; a bar is added every time that the task is reworked
Instance Due Date
Estimated completion date Today
Drag to change target task duration
Gray means “future“
Chnage instance Due Date
© 2013 IBM Corporation21
Process Performance – Gant View (Activity Stream)
• See at what point in the process instance execution the Activity Stream was updated and see the Activity Stream Content
• Attachment icon decorations (circles) show when attachment was added
Add to Activity Stream
A point in the pas when somone conributed to the Activity Stream
Open Activity Stream from the past. See only posts up to that point
© 2013 IBM Corporation22
Process Performance – Gant View (Changing Instance Due Date)
Due Date now far off to the right.Chart is now redrawn
© 2013 IBM Corporation23
Process Performance – Gant View (Changing Task Due Date)
Drag the orange Bar
BACKWARD
FORWARD
© 2013 IBM Corporation24
Process Performance – Set Path
• Shows the path that is most commonly taken through the process.• If autotracking is enabled, this path is based on historical data, otherwise the longest (pessimistic) path
through the process instance is displayed (traversed path is shown in blue, the projected path in orange)
• Change the projected path through the instance by Changing the time period on which the historical data is based.
• Create a custom projected path by clicking the Set path icon • Path changes are automatically reflected in the projected path on the Gantt View page
Change projected execution path
© 2013 IBM Corporation25
Process Performance – Set Path (New Execution Path)
New pojected excution path now includes these two Human Taks
© 2013 IBM Corporation26
Process Performance – Gant View (New Execution Path)
New pojected excuting path now show these two new Human Taks
© 2013 IBM Corporation27
Ability to See Who is Logged In
• Useful when reassigning tasks – want to assign task to a user that is logged in• Useful when wanting to collaborate with an expert – want to make sure expert is
logged in
Logged in users are identified by a green dot
© 2013 IBM Corporation28
Notifications of New Mentions while Away
The orange start indicates all the mentions that Pual has missed.
Aftr logging in, users see how many Mnentions they got since there were logged in last time
© 2013 IBM Corporation29
Complete BPM Tasks with IBM Connections
• IBM Connections users do not need to switch to Process Portal to complete work
• Users click on stream entry and open the Coaches directly within IBM Connections
• Requires Admin Console and Process Designer (define server) setup
Define IBM Connections Server Specify that you
want to receive notifications
© 2013 IBM Corporation30
Complete BPM Tasks with IBM Connections
WARNING: Animated Slide. View this slide in Slide Show mode.
Inline task completion
© 2013 IBM Corporation31
Complete BPM Tasks with IBM Domino Server
• If Process Portal users are using email with an IBM Lotus Domino V9 server, they can complete Process Portal tasks directly from their email notifications– This “inline” feature is not available on earlier version of Lotus Domino server
• BPM sends e-mails when a task is assigned to a user• Users click on the email and open the Coaches directly within notes client
Inline task completion
© 2013 IBM Corporation32
Configure Process Portal Tabs to Match User’ Role
Ability to hide tabs Saved Serach
Custom Dashboard
This user will only see Mortgage Processing Overview Custom Dashboard
New Tab Orginizer
© 2013 IBM Corporation33
Work
Team Performance
Process Performance
Saved Searched
Custom Dashboard
Ad-hoc Reports
Scoreboards
Process Portal Tab Organizer Items
© 2013 IBM Corporation34
Configure Process Portal Tab Order for Groups
• Administrators can configure tab order for all users in a group so that all users see the same dashboards and saved searches in the same order
• To apply the tab order from one user to all users in a selected user group, copy the attribute value from the user and paste it in as the value for a user group.
•
Using Process Admin Console administrators can assine the same Process Portal Display Order assigned to selected users or groups
© 2013 IBM Corporation35
Copy URL Link
• Copy URLs for inclusion in chat sessions, emails, and documents
Copy the page link
© 2013 IBM Corporation36
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation37
Process Portal Dashboards Implemented Using Coach Views
• Prior to v8.5 Process Portal could not be modified• In v8.5 Process Portal dashboards were re-built using Coach Views• Process Portal dashboards are three Human Service (BPM_WORK, Process
Performance Team Performance) • Dashboards can now be easily customized and redeployed
New toolkit cotaining building block of dashboards
© 2013 IBM Corporation38
Dashboards Toolkit
• Contains all that is needed to build the Dashboards: Services, BOs, Coach Views (i.e. the “Pill” Editor CV)
• You can modify and extend the default dashboards • You can also create use the toolkit elements to create
new custom dashboards
19 new dashboard Coach Views
BOs used by CVs and Ajax Services
Default Ajax Data Services
© 2013 IBM Corporation39
Custom Dashboards
• Custom dashboards are Human Services constructed from the Dashboard CVs
• Must be exposed as “Dashboard”
Expose Human Service as "Dashboard“
Dashboard Human Service: • Coaches;• System Services to feed data to dashboards; • Navigation links for dashboard screen
transitions
Coach composed of Dashboard Coach Views
Dashboard in Process Portal
© 2013 IBM Corporation40
Caching Service Results
• Prior to v8.5 calling an idempotent service (those whose return value only depends on the input parameters) resulted in executing the logic even though the result was already known from a previous invocation
• In v8.5 you can optionally select to cache the results of an integration service.
• The results are cached according to unique input variable data
© 2013 IBM Corporation41
New “Web Service” Server Type
• Prior to v8.5 an outbound web service configuration was not reusable• In v8.5 new Web Service Servers type was introduced
– You can reuse the new web service configuration from multiple web service invocations
– You can define different configuration per Environment Type (i.e. Production Server)– You can change Web Service after deployment, different for each Process Server
Web Service configuration parameters can now be changed after deployment
WS configuration per deployment environmnet
Web Service configuration parameters
© 2013 IBM Corporation42
Reusing Web Service Server Configuration
• When authoring an outbound Web Service you can now specify the Web Service server to reuse configuration parameters
• Then specify the operation and generate types for that operation
© 2013 IBM Corporation43
WS-I Security Support: Policy Set, Policy BindingOutbound
• Prior to v8.5 BPM Advanced (Integration Designer) or an external integration tool had to be used to invoke an outbound Secure Web Service
• In v8.5 outbound Web Services can use the Client Policy Sets and Policy Bindings defined in WAS Admin Console
© 2013 IBM Corporation44
WS-I Security Support: Policy Set, Policy BindingInbound
• In v8.5 also inbound Web Services can use the Provider Policy Sets and Policy Bindings defined in WAS Admin Console
© 2013 IBM Corporation45
Improved and Enhanced SOPA Header Support
• Prior to v8.5 SOAP headers could only be set in outbound Web Service request messages
• In v8.5, SOAP headers are supported– In both request and response messages– In both inbound and outbound Web Service interactions– New SOAPHeaders and SOAPHeader types – Outbound Header tab is now deprecated
© 2013 IBM Corporation46
New SOAPHeaders and SOAPHeader Types
© 2013 IBM Corporation47
Inbound WS SOAP Header Usage Example
No explicit settings are reuired in Process Designer to retrieve inbound data from inbound SOAP Headers
Somewhere in the inbound Web Service inplementation need to add a line of code that retrieves the data from the incoming SOAP Header
© 2013 IBM Corporation48
Outbound WS SOAP Header Usage Example
Define a SOAPHeader variable to format the data you want to place in the SOAP Header in the Web Service you are invoking
As best pracice is to map the data from your variables into the SOAP Heaer in a Service raher than using Default Value
Use the Daat Mapping to move your Private SOAP Heaer variable to the SOAP Header
© 2013 IBM Corporation49
ExternalCMIS
repository
New Internal IBM BPM Document Store
• Prior to v8.5 only the Coaches NG could only connect to external CMIS-based document stores– Heritage coaches provided built-in support for document attachments, stored
within a local BPM database• v8.5 is introduces a new local document store, providing a consistent
document management for external and internal document stores
IBM BPM 8.5
InternalCMIS
repository
ExternalCMIS
repositoryExternal
CMISrepository
© 2013 IBM Corporation50
Internal IBM BPM Document Store – Technical Details
• Technically IBM BPM Document Store is– IBM FileNet Content Manager v5.2 (reduced)– IBM CMIS for FileNet Content Manager
• New application IBM_BPM_DocumentStore
• Documents are put into the Process Server database tables LSW_BPD_INSTANCE_DOCUMENTS and LSW_BPD_INSTANCE_DOC_PROPS
© 2013 IBM Corporation51
Replace Heritage Document Attachment with…
• In v8.5, Heritage Coach Controls and document API (REST, WS, JS) will use the IBM BPM Local Docuent Store
• Existing heritage document attachments are moved to the new IBM BPM Local Document Store– New AdminTask.startDocumentStoreMigration migrates
document attachments from the IBM BPM database to the IBM BPM document store.
– After the migration is complete, you can use either coaches or heritage coaches to work with BPM documents in the IBM BPM document store.
– Documents larger 1 GB are migrated as reference only (APIs, Content Integration steps and coach views can handle these seamlessly at runtime)
© 2013 IBM Corporation52
Document Search & Event Subscription Lmitations
IBM BPM Document Store Limitations:Event Class: DocumentObject Type: BPM Document AttachmentInclude Subtypes: not applicableEvent Type: limited choice
IBM BPM Document Store Limitatins:Folder not supported (only Documnet)
© 2013 IBM Corporation53
Document List View Differences
To maintain the same UI approach as Heritage Coaches for IBM BPM Document Store there are specific options for BPM documents:• Display Options• Upload OptionsECM Document use a differet approach where these options are specifed in the retrieveal service
© 2013 IBM Corporation54
Internal Document Operations Limitations
Outbound ECM Operations Limited to the Following
ECM Operation DescriptionCancel check-out document Reverse the effect of a check-outCheck-in document Check-in the private working copy of a documentCheck-out document Create a private working copy of the documentCreate document Create a document of the specified typeDelete document Delete the specified documentGet all document versions Get the list of all documents in the specified version seriesGet document Get the specified information for the documentGet document content Get the content stream for the specified documentGet type definition Get the definition of the specified folder or documentGet type descendants Get the set of descendant types defined for the specified folder or document typeSearch Execute a CMIS query statement against the contents of the repositorySet document content Set the content stream for the specified document objectUpdate document properties Update properties of the specified document
Inbound ECM Events Limited to the FollowingCheck Out CanceledChecked InChecked OutCreatedDeletedUpdated
© 2013 IBM Corporation55
Document Management Systems Supported
• Already supported in v8.0.1– IBM FileNet 5.1– IBM Content Manager 8.4.3
• New added support in v8.0.1.1 and in v8.5– Alfresco Community 4.2– Microsoft SharePoint 2010
© 2013 IBM Corporation56
• In v8.0.x you could only import BPMN files from Process Center
• This created a new ProcessApp every time
• In v8.5 you can import BPMN files into an existing process application
BPMN Import Directly from Process App
© 2013 IBM Corporation57
Cleanup Unnamed Snapshots
• Every time a Process Designer performs a save, an Unnamed Snapshot is created
• In v8.0.x there was no way to cleanup Unnamed Snapshots
• v8.5 provides ability to remove unnamed snapshots from a Process Center through a wsadmin command.
• Example:
AdminTask.BPMSnapshotCleanup('[-containerAcronym BILLDISP -createdAfterLocal 2012-01-01T00:00:00 -createdBeforeLocal 2012-02-31T21:37:06]')
This command deletes unnamed snapshots based on a time span that falls within a particular time range
•
© 2013 IBM Corporation58
Snapshot Install Less Prone to Failure
• In v8.0.x install of a Process App to Process Server may fail due to an error that occurs during the transfer of tracking definitions to the Process Server.
• When installs fail, everything rolls back.
• In v8.5 during the install the transfer tracking definitions is now run as a separate transaction – This allows the install to remain at a given state and then when
retried, it picks up after the last step that worked.– This also allows to transfer tracking information as separate
step later on
© 2013 IBM Corporation59
Recovery from Tracking Definition Transfer Failure
Error message while installing snaphot:„failed to send tracking definitions“
Installation status showing that „failure occured sending tracking definitions“
Post install „Update Tracking Definitions“ in Porcess Server Admin Console
© 2013 IBM Corporation60
Limit the Target of a Message Event
• New option when authoring UCA: Target the snapshot of the installed process application that contains this BPD or Target the snapshot of the installed process application that contains this service
• Start message events are targeted in the same snapshot of the process application that contains the BPD or the service that sends the message event
• If the BPD or the service that is sending message event is in a toolkit, the snapshot of the process application (which is the root container) is used
This check box limits the listener (that listens to start message event or to the intermediate incoming message events) to that specific process application snapshot
© 2013 IBM Corporation61
Improved Intermediate Event Correlation
• Prior to v8.5 when configuring Intermediate Events attached to an UCA that uses a variable you could only select top level object when as correlation variable
• In v8.5 can now correlate on individual fields of the variable
Radio button select s the correlation variable
© 2013 IBM Corporation62
Governance Extended to Command Installation
• With a governance process, you can attach rules or approvals to the installation of a snapshot on a server.
• In v8.0.x Governance Processes were only available with manual snapshot installation
• In v8.5 Governance Processes are activated for snapshots that are installed by wsadmin commands: – BPMInstall– BPMCreateOfflinePackage
Governance Process controls the installation
© 2013 IBM Corporation63
Business Object Refactoring Support
• Prior to v8.5 the effects of renaming of a Business Object was not visible and typically could only be discovered during testing as runtime errors
• In v8.5 refactoring support was introduced for renaming business objects, their attributes, and variables – A preview window shows how a rename of a business object
will affect the objects that refer to it– Objects locked by another user will be flagged as such and will
not be refactored– While refactoring is in progress all refactored objects are
locked
© 2013 IBM Corporation64
Renaming an Attribute Example
Shows what services and processes contain the refactored variable, you can select what you want to refactor
JavaScript
Data Mapping
© 2013 IBM Corporation65
Terminology Changes
• Milestone changed to Phase
• Participant Group changed to Team
© 2013 IBM Corporation66
Enhanced Team Support
• Define organizational structure of teams by adding a manager of a team
• Delegate the specification of a team's members to a team retrieval service that dynamically returns a list of users that is based on parameters
• Use a team filter service to specify who must work on a task from the originally assigned users
© 2013 IBM Corporation67
Manager Team
• Prior to v8.5 Managers could only be defined in Process Admin Console• In v8.5 Managers are just another Team
– Managers can now be defined in Process Designer– Managers are selected from Teams defined in Process Designer– Including dynamic selection
© 2013 IBM Corporation68
Team Retrieval Service
• New service that enables team members to be resolved dynamically
• The service receives the name of the team as a string parameter, and returns the resolved team as a Team object
• Additional input parameters my be specified for use in the team selection algorithm– Cannot pass process instance variables– Can only pass literal values or EPVs or Environment Variables
Create new Team Retrieval Service from a Template or select exiting one
Default Team Retrieval Service signature
© 2013 IBM Corporation69
Team Retrieval Service Example
Invoking a Team Retrieval service that has a custom input parameter defined as Environment variable
Team Retrieval service – team selection logic. Note both team and manager is specified in this service
© 2013 IBM Corporation70
Team Filter Service is Fully Dynamic
• Team Filter Service takes the initially resolved team as a parameter and returns the filtered Team object.
• Team Filters – key features:– Additional parameters can be specified to filter the team– Parameters can be process instance variables– Rule Services can also be invoked
• Example applications– Two approvals must be done by two different approvers– Depending on a claim value different teams need to be assigned – Shift work (time dependent team assignment)
Default Team Filter Service signature
© 2013 IBM Corporation71
Team Filter Service Example
Team Filter Service is aware of current time and filters out users that are not in the current shift
New Bulk User Attribute: Shift
© 2013 IBM Corporation72
Caching Team Service Results
• The results of Filter and Team Retrieval services can be cached
• The size of the cache can be set in the 100Custom.xml file
© 2013 IBM Corporation73
HTML Editor Enhancements
• Syntax Highlighting• Variable Substitution
– Prior to v8.5 available only with Heritage Coaches)• Both available only in Custom HTML Coach View
Using the {{ .. }} notation variables defined in Human Service can use in Custom HTML Coach View
© 2013 IBM Corporation74
Java Script Editor Enhancements
• Syntax Highlighting• Content Assist• Now available in all JavaScript editors in Process Designer
– i.e. Data Mapping, Coach Views, Coaches, Service Implementation, etc..
Context assist
© 2013 IBM Corporation75
Enhanced Dynamic Coach View Visibility
• Prior to v8.5 Coach View visibility could be set to a fixed value (i.e. read only, editable, hidden, same as parent, etc.) either as a literal or a variable
• v8.5 provides client-side visibility rules of a Coach Views • Rules can be authored as “Rule Expressions” or JavaScripts• Only view instances in Coaches have the ability to be defined as rules
and/or script (View instances in Coach Views do not have these options)
© 2013 IBM Corporation76
• Rule Evaluation – Rules are ordered– First match is applied, if nothing
matches then “Otherwise” is applied
– A rule can contain AND clauses– Can be a mix of Variable and
Team rules
• Team Rule Expressions – Input Team specified in expression
and the currently logged in Team member
– For example, a rule may be set, allowing only certain team members to edit a particular part of a coach.
• Variable Rule Expressions– Operate on variable values on the
client side
Coach View Dynamic Visibility – “Rule Expressions”
AND clauses
Variable Expression
Otherwise
TeamExpression
© 2013 IBM Corporation77
Coach View Dynamic Visibility – Script
• Similar to “Rule Expression” > Variable– Access to the Coach View variables on he client (in the
browser)• Except you can write any logic
© 2013 IBM Corporation78
Invoking a Decision Service for Visibility
• Visibility rules must be on the client side to be dynamic– i.e. respond to variable changes in the Coach View
• Invoking Rules in ODM from Coach Views on the client side is not advisable– Synchronous invocation of server side services are anti-pattern
• Best practice is to invoke Decision Service in Human Service – However this will not be dynamic on the client side– Decision can only be based on variables that are input to the
Coach View not dynamic values on the client
© 2013 IBM Corporation79
Decreased Coach View Memory Footprint
• New Prototype-level event handlers option for Coach Views – Selecting this option means that the event handlers for the Coach View are in
the prototype and not in every instance.
• However, the JavaScript code that you use to create and access variables differs between Coach View instance-level event handlers and prototype-level handler
Instance-level event handlers Prototype-level event handlers
Define the variable in the inline JavaScript of the Coach:View:var myVariable = "123";
Define the variable in the inline JavaScript of the Coach:View:this.myVariable = "123";
Access the variable in the load event: handler:if(myvariable == "123") { ... }
Access the variable in the load event: handler:if(this.myvariable == "123") { ... }
© 2013 IBM Corporation80
Logging in to Blueworks Live
Remember last used email address
Need to retrieve Blueworks Live signer certificates manually
© 2013 IBM Corporation81
Process Preview
• You now can view Blueworks Live processes in Blueworks Live when you are subscribing to the processes from IBM BPM
• This is especially useful when you have a vey large number of processes
© 2013 IBM Corporation82
Dynamic Search Filter
Dynamic search filter – displays results as you type
Unfiltered Spaces
© 2013 IBM Corporation83
Business Process Attributes Imported
• Some Blueworks Live process attributes are automatically imported into as KPI values
• Specifically the following items are imprted– cost, work time, wait time, total
time, and value add.
© 2013 IBM Corporation84
Process Activity Details Imported
• Blueworks Live activity details are now imported into the documentation field
• Specifically the following items are imported:– business owners, – experts, systems, – suppliers, – inputs, – outputs, – customers,– risk, – custom fields,– problems, – existing documentation.
© 2013 IBM Corporation85
Check for Updates to Subscribed Process
Message indicating that a new version of the subscribed process is available
© 2013 IBM Corporation86
SAP Solution Manager Integration – looking back…
• Process Designer V8.0.1 introduced modeling capabilities to SAP process – Enabled BPM to be the “System of Record” for SAP Enterprise Processes in SAP Solution Manager
• Process Designer provided three capabilities enabling it to be SAP modeling tool
1. Import a process model from SAP Solution Manager
2. Modify the process model • modify process flow• modify extended component properties (modify transactions)• rename/add/delete process activities• move and reorder steps
3. Export the Process App back to SAP Solution Manager
IBM Process DesignerSAP Solution Manager
© 2013 IBM Corporation87
Flexible Logical Component Settings for Activities
• Prior to v8.5, logical component of an activity was determined by logical component of the swim lane in which the activity is located.
• In v8.5 swim lane determines the default logical component of each new activity inside the swim lane. – However users are
allowed to change logical component of an activity, no matter which swim lane the activity is in.
© 2013 IBM Corporation88
Fixed Issues with Move/Copy of SAP BPDs
• Prior to v8.5 errors could result when a SAP BPD is copied / moved to another Process App– i.e. users saw wrong logical components on swim lanes and activities.
• In v8.5 Move / Copy operation is predictable and error free– If a SAP BPD is copied / moved to a non-SAP process app, its SAP information
will be removed after copy/move.– If a SAP BPD is copied / moved to a SAP process app, its SAP information will
be migrated to match with the new SAP Process App.
© 2013 IBM Corporation89
More Flexible Connectivity Options to SAP SolMan
• Prior to v8.5 only the default Port was supported and http and only HTTP communication security of the SAP Solution Manager is supported.
• In v8.5 both HTTP and HTTPS are supported. In the SAP Solution Manager system information page, ‘System Number’ is replaced by ‘Port’.
© 2013 IBM Corporation90
Update Documents from SAP Solution Manager
• SAP Solution Manager Integration Feature supports the replication of documentation from BPH in form of URLs for the very first import run
• Prior to v8.5, successive imports did not bring new documentation (to improve the performance)
• In v8.5, when importing a BPH from SAP users have a new option “Update documentations”
© 2013 IBM Corporation91
Miscellaneous SAP for BPM Improvements
• Significantly improved SAP SolMan / IBM BPM import and export performance for large projects
• Fixed issues with recognizing weather a BPD is linked to a Process in SAP SolMan– Prior to v8.5 in some cases a BPDs would loose their
association with SAP SolMan which manifested itself by a missing Custom tab
© 2013 IBM Corporation92
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation93
New wsadmin Commands for Process Server
• New wsadmin commands to manage applications and artifacts on Process Server– Update system toolkits with interim fixes by using the following
command:• BPMUpdateSystemApp
– Administer the new IBM BPM document store with the following commands: • maintainDocumentStoreAuthorization • getDocumentStoreStatus• startDocumentStoreMigration• maintainDocumentStoreTrace• updateDocumentStoreApplication
© 2013 IBM Corporation94
Centralized Failed Event Manager
• The Failed Event Manager is now available from the administrative console under your deployment environment.
© 2013 IBM Corporation95
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation96
Profile Changes
• Only ND profile for BPM Standard or BPM Advanced – Stand Alone profile available only for: BPM Express and the IID UTE– 12 profile type collapsed into 1
• All work done in Deployment Environment (i.e. can change from Standard to Advanced without re-installing
• Single node ND is a better starting point to grow your configuration by merely adding new BPM nodes as required
Installed ProductProfile type
Standalone DMgr Custom Node
BPM Express Yes No No
BPM Standard No Yes Yes
BPM Advanced No Yes Yes
IID UTE (BPM Advanced)
Yes Optional Optional
Install & Configuration
© 2013 IBM Corporation97
DE Wizard
• Three DE Types– New Advanced-only type
equivalent to WPS (no Process Center)
– No more WESB type
• Two DE Patterns – Single cluster– Three cluster
• Application, Remote Messaging, Remote Support
– The 3-cluster pattern is recommended for production
– The DE Wizard no longer offers a 2-cluster or 4-cluster patterns
New Deployment Environment Types & Patterns
Three DE Types
Two DE Patterns
Install & Configuration
© 2013 IBM Corporation98
DE WizardGreater Role and Simpler to Use
• Plays a greater role– DE Wizard now performs
config functions that used to be done via profiles.
• Simpler to Use– Overall panes reduced from
16 to 7– Three Create Deployment
Environment panels condensed to one
– Reflects the product configuration and install simplification • Fewer DBs• Fewer SI Busses• Fewer Custer Patterns
DE Creation Wizard
Install & Configuration
© 2013 IBM Corporation99
BPM Advanced 8.0.x 4-Cluster
DMGR Node Agent Node Agent
Node1 Node2
SprayerIP
IHS
IHSMessagingCluster
AppTargetCluster
SupportCluster
WebCluster
ME
Web.member1Process Portal, BSpace, widgets, BRM, BPC Explorer
Web.member2 Process Portal, BSpace, widgets, BRM, BPC Explorer
Sup.member2Perf Console,CEI
Sup.member1Perf Console,CEI
Msg.member1 Msg.member2
ME
ME
ME
ME
ME
ME ME
ME
ME
ME
ME
PR
OC
SV
R
PE
RF
DW
SC
A.S
YS
TE
M
SC
A.A
PP
LIC
AT
ION
BP
C
CE
I
App.member1(PC Console)Process AdminBPC Your Apps
App.member2(PC Console)Process AdminBPC Your Apps
ProcServer tables
PDW tables
CommonDB tablesFEMgr, ES, BRules, etc
MEDB tablesSCA.SYS, SCA.APP, CEI,
BPC, procsvr, perfdw
BPEDB tables
BSpace tables
Dramatically Simplified Deployment Topology
Install & Configuration
© 2013 IBM Corporation100
BPM Advanced 8.5 3-Cluster
1. Fewer cell scoped tables
2. Only three database types
3. Only three Clusters
4. Only one SI Bus - One SIB for all components,
Separate SIB per DE
DMGR Node Agent Node Agent
Node1 Node2
SprayerIP
IHS
IHS
AppCluster
App.member1
PR
OC
SV
R
Support.member2Support.member1Support Cluster
Messaging Cluster
Msg.member1 Msg.member2
ME ME
CMNDB (cell)
CMNDB (DE)BPC, FEM, ES, BSpace, MEDB
BPMDB (DE)Process Server,EmbeddedECM
PDWDB (DE)Performance DW
AppSched, Mediations, Rels
PDW, CEI, BPC Explorer
PDW, CEI, BPC Explorer
(PC Console)Process AdminProcess Portal
BSpaceWidgets
Embedded ECMBPCSCABRM
1
2
3
4
Dramatically Simplified Deployment Topology
Install & Configuration
© 2013 IBM Corporation101
DE WizardSimplified Deployment Topology
CMNDB (DE)BPC, FEM, ES, BSpace, MEDB
BPMDB (DE)Process Server,EmbeddedECM
PDWDB (DE)
Performance DW
CMNDB (cell)AppSched, Mediations, Rels
Only three databases are required
Two addtional datbases are optional
Install & Configuration
© 2013 IBM Corporation102
Easier to Support Multiple DEs Per Cell
• Deployment Environments represent the collection of clusters for a working BPM environment.
• Each DE has everything it needs– Some key BPM Advanced cell-scoped DB tables were moved
to DE-scope: Event Sequencing and Failed Events
• The ultimate goal is that DEs are autonomous enough to for each support “tenants”. – V8.5 moves much closer to that.
Install & Configuration
© 2013 IBM Corporation103
New BPMConfig Command
• Creates: profiles, deployment environment configuration, database tables, sql scripts for creating the required database tables.
• Validates that the configured deployment environment is correct by comparing it against the values in the properties file that is used to create that deployment environment
• Starts the deployment environment including the deployment manager, the node agents, and the cluster members using the specified deployment manager profile. (Remote nodes must be started manually)
• Stops the deployment environment using the specified deployment manager profile.
• Replaces old tools: DB Design Tool (DDT) and ConfigNode • Can be used instead of: Profile Management Tool (PMT);
Manageprofiles command; DE Wizard
Install & Configuration
© 2013 IBM Corporation104
BPMConfig Syntax
BPMConfig—
+-+-create--+-de----------------------------------+-+--properties_file----------------------+| | +-profile--+---------------+----------+ | || | | '-federateLater-' | | | | | '-sqlfiles--+-----------+--output_dir-‘ | | | | '-outputDir-' | | | '-validate--de--PROFILE_NAME--DE_NAME-------------‘ | '-+-start-+--+-profile--PROFILE_NAME--de--DE_NAME--username--USERNAME--password--PASSWORD-+-' '-stop--' '-properties_file------------------------------------------------------------'
Install & Configuration
© 2013 IBM Corporation105
BPMConfig Command – Property Files
• The BPMConfig properties file is formed of name-value pairs of configuration settings for IBM Business Process Manager deployment manager and managed node profiles, and databases.
• Included are sample property files can be used as a starting point
Sample Proprties Files for all configuration types Sample Properties
Files for Advanced Only configuraton
Install & Configuration
© 2013 IBM Corporation106
Simplified Upgrade
• All four install types (Express/Standard/Advanced/WPS Only) has 99% the same binaries, expect for– License Files - Each offering has unique license files– SWG Inventory Tags - Each offering has unique inventory tags– BPM.product file - Each offering creates its own BPM.product
file with the unique offering name inside.
• Easily to do When we do a version/offering upgrade we do the following:– Replace the license files– Replace the SWG inventory Tags– Replace the BPM.product file
Install & Configuration
© 2013 IBM Corporation107
Installation
Typical• Fast and simple• Optionally installs DB2 Express• Creates simple ND profiles
Custom• Lays down binaries only• Two install options
1. Using BPMConfig command
2. Using PMT and DE Wizard
Install & Configuration
© 2013 IBM Corporation108
Custom Install Using BPMConfig
Step Tool comments
1 Create databases DB tooling, such as DB2 command line
Just create DBs and users, not tables. Can get commands from InfoCenter. The tables can be automatically created
during config –OR - created via scripting later.
2 Install BPM v8.5 Installation Manager Many ways to invoke IM, including that a “Custom Install” from the Launchpad starts the IM. When product install is
complete, you do not have to launch the PMT
3 Update properties file
File editor Many sample properties files are provided.
4 Create config Command lineBPMConfig
Creates Dmgr profile, Custom profile, federates custom profile to dmgr, creates Deployment Environment, creates
tables in existing DB (also generates SQL scripts if you prefer to run later )
5 BPMConfig start Command line BPMConfig
Starts the Dmgr, Node Agent, cluster members
Install & Configuration
© 2013 IBM Corporation109
Custom Using PMT and DE Wizard
Step Tool comments
1 Create databases
DB tooling, such as DB2 command line
Create DBs and users, not the tables. Can get commands from InfoCenterDBA can cut and paste from infocenter article
2 Install BPM v8.5 Installation Manager Many ways to invoke IM, including that a “Custom Install” from the Launchpad starts IM. When install is complete, you don’t have to launch the PMT immediately.
3 Create Dmgr profile
PMT or manageprofiles(BPMConfig)
This creates the dmgr for your cell.CMNDB (CELLDB) tables are not necessary until a DE is created.
4 Start Dmgr Command line
5 Create Custom profile(s),
federate to Dmgr
PMT or manageprofiles (BPMConfig)
This creates the “empty” nodes in your cell.
6 Create DE DE Wizard In the DE Wizard panels, manually adjust the database info as needed. CMNDB, BPMDB, PDWDB, etc scripts are generated under <DMGR_HOME>\
dbscripts
7 Create DB tables DB tooling, such as DB2 command line
Provide scripts to DBA(alternatively, if permissions are allowed, tables can be created automatically and
bootstrapped automatically)
8 Run Bootstrap Command LinebootstrapProcessServerData
Primes the BPM/PDW dbs. Only run once per DE.This is a separate step only if you created the DB tables manually.
This step is not required for BPM Advanced-only
Install & Configuration
© 2013 IBM Corporation110
Reduced Number of BPM Required Users
• Cell Admin is the classic WAS administrator – WAS “primary admin”– Can assign admin roles
• DE Admin is the main BPM administrator– WAS “secondary admin”– Can not assign admin roles
• Removed default mandatory users– tw_admin, tw_user,
tw_portal_admin. tw_runtime_server, tw_webservice, bpmAuthor
NA
DMGR
NA
AppCluster01
MECluster01
SupCluster01
Cell Admin
DE
Ad
min
Security
© 2013 IBM Corporation111
Consolidation of Roles and Aliases
• Aliases – v8.0.x required 33
aliases – v8.5 uses only 3
• For Cell admin• For DE admin• For DB admin
• Roles– 13 Roles mapped
to single user DeAdmin via DeAdminAlias
Only 3 Aliases are needed
All roles mapped via a single Alias
Security
© 2013 IBM Corporation112
Programmatic Security Properties Access
• In v8.0.x to change security property value required editing of XML files • In v8.5 security properties moved to WebSphere Common
Configuration Model (WCCM) model– Can now be accessed and modified programmatically using the
WebSphere command-line administration tool (wsadmin) AdminConfig commands
• Example: BPMServerSecurity configuration object:
parameter Description Default
deploy-snapshot-using-https Used to force Process Center Server to use https to deploy ProcessApps and Toolkits to Process Servers.
false
wildcardProcessingOptimized A property used for enabling searches for user registries with/without wildcards. When set to true, optimizes searches
false
externalUserQueryLimit The maximum number of users in Process Admin Console or Process Center to be specified for any "add-user" or "look up user" activity.
100
Security
© 2013 IBM Corporation113
Single Command Password Change
• In v8.0.x expired password for user ID specified for BPM Aliases and runAs roles (e.g. tw_admin) needed to be updated in numerous places
• In v8.5 single command password change for BPM Aliases and BPM Applications runAs roles– updateBPMAliasesAndRunAsRolesPasswords
• Provides a command-line method to synchronize passwords for authentication aliases or application RunAs roles after a password has been changed for a user defined in the file registry or external security provider
Security
© 2013 IBM Corporation114
BPM Default User Registry
• In v8.0.x IBM BPM default database registry was used from BPM users• In 8.5 the BPM database registry was removed and instead WebSphere
Application Server file registry is now used for all profile types (Node and DE)– This significantly simplifies the creation of users in the Process
Admin console– When VMM is federated with a corporate LDAP there is no need to
replicate BPM admin users • Migration
– Users from the IBM BPM default database registry are migrated to the WebSphere Application Server file registry.
– Passwords are also migrated so that you no longer have to change or reset passwords after migration.
Security
© 2013 IBM Corporation115
Adding Users and Groups Separated
• Users and groups are separated in all UIs
Security
© 2013 IBM Corporation116
Improved LDAP Performance
• LDAP Query performance improvement– All queries from the UI are bound and will return only fixed number of entries
– Number of entries is user specified, 100 by default
• New Admin Commands for user synchronization:– Synchronize All Users, Synchronize Selected Users, Replicate user group
membership
Security
© 2013 IBM Corporation117
Existing User Synchronization
• New option to update in DB only users already present in the table
Security
© 2013 IBM Corporation118
Interactive Migration Guide in Info Center
• Select migration options• Generates a printable, shareable set of
migration instructions that are customized to suit a specific migration scenario
Cusomized migration instructions
Select migratin options
Migration
© 2013 IBM Corporation119
New IBM BPM 8.5 Process Server Only Migration Target
• Source: Classic WPS and WESB
• Target: V8.5 IBM BPM 8.5 Process Server Only– New profile type in V8.5
• Exiting WPS customers can easily migrate to an environment that is familiar to them (no Process Center)
De
plo
ym
en
tEn
viro
nm
en
tBu
sdmgr
Node Agent
ME.mbr1
App.mbr1
Sup.mbr1
Node01
BSpace, widgets, BPC, SCA, BRM
CEI, BPC Explorer
AppCluster
MECluster
SupCluster
ME
CELLDB (cell)
CMNDB (DE)BPC, FEM, ES,ESBLogMed, BSpace, MEDB
AppSched, Mediations, Rels
Dmgr
Migration
© 2013 IBM Corporation120
Migrate Business Data and Applications Only
• v8.x Supported Profile Migration – WPS, BPM Advanced– Everything in the vOld profiles
was “copied” into the vNew profiles
• v8.5 Profile Migration is dropped– Build new vNew cell, use vOld
databases (run upgrade scripting on db tables)
– vNew environment is a fresh configuration • Take advantage of new config
practices– Only Business Data and
Applications are migrated
vNew Cell [new binaries]
[old config]vOld Cell
[old binaries] [old config]
vNew Cell [new binaries]
[new config]
[old] DB tables(upgraded via scripts)
V8.x
V8.5
Migration
© 2013 IBM Corporation121
v8.5 Migration Paths Summary
From To
Version EOS WPS 620 WPS 700 BPM 750 BPM 751 BPM 800 BPM 801 BPM 850
WPS 602 10/2010 Yes Yes
WPS 610 04/2013 Yes Yes Yes Yes
WPS 612 10/2013 Yes Yes Yes Yes
WPS 620 04/2014 Yes Yes Yes Yes Yes Yes
WPS 700 04/2015 Yes Yes Yes Yes Yes
BPM 750 n/a Yes Yes Yes Yes
BPM 751 n/a Yes Yes Yes
BPM 800 n/a Yes Yes
BPM 801 n/a Yes
WLE 7.1 WLE 7.2 BPM 750 BPM 751 BPM 800 BPM 801 BPM 850
TW 61x 10/2013 Yes Yes Yes Yes Yes Yes
TW 62x 10/2013 Yes Yes Yes Yes Yes Yes
WLE 71 10/2013 Yes Yes Yes Yes Yes Yes
WLE 72 04/2016 Yes Yes Yes Yes Yes
Migration
© 2013 IBM Corporation122
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation123
Custom XPath Extension Functions
• Custom XPath extension functions can be used in BPEL processes. • You now can create your own XPath extension functions instead of
using only predefined functions. • Custom XPath extension functions are helpful if you are migrating from
a different product and want to use existing functions with IBM BPM
• Usage– Open IID’s Java Perspective– Create Java Class– Export as jar– Declare the plugin in META-INF
– Point BPEL editor to a path where the Custom XPath jars reside
© 2013 IBM Corporation124
BPEL XPath Custom Expressions
Custom XPath Expression abc:CreatedDelimitedString() is now visible in Assign Statement in BPEL Editor
Set path to Custom XPath Expression jars
© 2013 IBM Corporation125
Publishing a Module from Integration Designer Add Remove Programs
• Prior to v8.5 (when creating SAC J2EE Applications that are not targeting Process Center) you could use a Process Center in Process Server to deploy modules using Add Remove Programs
• In v8.5, since no stand alone profiles can be created, IID can no loner publish directly using Add Remove Programs command
Process Server UTE still provides a stand alone Process Server UTE profile
© 2013 IBM Corporation126
• Alternative 1 is to use J2EE Export and deploy manually using Admin Console
• Will not be able to use Test Client
• Alternative 2 is to crate a dummy ProcessApp and Associate then Disassociate your Module with that ProcessApp
• Will be able to use Test Client
Alternatives to Publishing from IID to Process Server
© 2013 IBM Corporation127
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation128
IBM BPM Includes IBM Worklight License
• IBM Business Process Manager Advanced and IBM Business Process Manager Standard V8.5 now include a nonproduction license entitlement for IBM Worklight Enterprise Edition as a supporting program.
• You can download Worklight Enterprise Edition from Passport Advantage based on your IBM BPM entitlements.
• When you are ready to move your application to a production environment, you can do so by purchasing either a Worklight Enterprise Edition license or a Worklight Consumer Edition license, depending on your needs.
• For more information, see IBM technical document 7038107.
© 2013 IBM Corporation129
Mobile BPM Sample Exchange
• Samples Exchange contains a sample mobile application that is developed for use with the IBM Business Process Manager and Worklight bundle. – http
://bpmwiki.blueworkslive.com/display/samples/Mobile+BPM+%28Worklight+sample%29?focusedCommentId=28083417#comment-28083417
• Mobile Sample Toolkits
© 2013 IBM Corporation130
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
Agenda
© 2013 IBM Corporation131
Removed IBM Monitor Model Generation Support
• In v8.5 “Enable process monitoring through IBM Business Monitor” feature has been removed
• Monitor models can be generated only from a Process App imported into IBM Integration Designer
• IBM BPM Standard v8.5 customers are entitled to Integration Designer v8.5– Retrieve ProcessApp from
PC to Integration Designer– Use Integration Designer to
create, customize and deploy MM
Removed in v8.5
© 2013 IBM Corporation132
Monitor Model in Integration Designer
Generate Monitor Model WizardProcess App in IDD - Business Perspective
Process App in IID - Process Center Perspective
© 2013 IBM Corporation133
Generate J2EE Monitor Model EAR
Monitor Model generated by the Monitor Model Wizard
Generate Monitor Model EAR
© 2013 IBM Corporation134
Deploy Customized Monitor Model
Monitor model created in previous step and customized can now be deployed to IBM Monitor Server
IBM Monitor 8.0.1.1 Server
IBM BPM 8.5 Process Center
© 2013 IBM Corporation136
References
• This presentation–
https://w3-03.ibm.com/tools/cm/iram/faces/_rlvid.jsp?_rap=!assetDetails&_rvip=/home.jsp&guid=BE7FA9B1-EB15-0078-0831-DF4A85EA102C&v=1.0&submission=false
• Recording of this session–
• IBM BPM V8.5 VMware image is already available!–
https://w3-03.ibm.com/tools/cm/iram/faces/_rlvid.jsp?_rap=!assetDetails&_rvip=/home.jsp&guid=E61CA4E5-672A-AF01-CA7E-1D20B113AF59&v=1.0&submission=false
© 2013 IBM Corporation137
© 2013 IBM Corporation138
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