Professional Documents
Culture Documents
New 857
New 857
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Chris Vavra – Offering Manager
Paul Pacholski – Technical Sales Lead
Matthias Kloppmann – Chief Architect
Headlines
1
Business User Experience
Responsive Federated Process Portal – Supported!
• Responsive, Federated
Process Portal is now
fully supported
• Functional parity (with
some exceptions) with
the 8.5.6 Process
Portal for desktop
• Responsive: supports
specific features for
smart phone and tablet
devices
• Federated: supports
Process Federation
Server
Process Portal Supports Process Federation Server
• Single Portal UI to work on tasks
from multiple Process Servers
• Provides process isolation
– Isolate important process BPM 8.5.7 – Server 1
applications into their own cells
– Avoid resource contention
• Simplify migration via drain BPM 8.5.7 – Server 2
down approach
– Finish existing work on old BPM 8.5.6 – Server
servers
– Start new work on new servers
• Massively scale BPM
infrastructure across cells BPM 8.0.1.3 – Server
– Third scaling dimension (in
addition to horizontal and vertical)
– Scale beyond a single cell-scoped
database
BPM 8.5.0.2 – Server
4
New Table View
Business data
Column
5
Responsive Portal – New Saved Search Support
Saved
Search Title
Saved Search
Actions
Responsive Portal – New Saved Search Support
10
Updated CSHS Editor: Some Examples
Nested Human
Service
Exposed Process
Variables and
Environment
Variables
11
New CSHS Editor Capabilities – Event Handlers
Data Change Event Handler
Error Event Handler
Triggered by a Boundary
Triggered when Error Fault
Event
is thrown
12
Create New Client Side Human Service
13
Responsive Coach Views
• DOJO based Stock Coach Views are deprecated
Collapsible
sections
Inline Date
Picker
Native iPhone
Date Picker
20
Coach View UI Conversion: Heritage to Responsive
Rapidly Create a Responsive UI
Transform DOJO based UI to responsive UI
Design a modern UI experience
Define the Corporate Look and Feel
Customize the Process Portal
New Grid Layout – Grid Layout View
• New Grid Layout Switch Coach View to
View in Coach Click here to change
Grid Layout View
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Cells and Cell Containers
25
Rapidly Create a Responsive UI
Transform DOJO based UI to responsive UI
Design a modern UI experience
Define the Corporate Look and Feel
Customize the Process Portal
New Theme Support for Coach Views
• Enables to change the look and feel of all Coach Views in a Process
App in a centralized and flexible manner
– Font Type, Font Size, Color, Font Weight, Section Edges Rounding
28
Theme Support Example
WYSIWYG Theme Editor – Create and Edit Themes
.myButton {
background-color: @bpm-btn-default-bg; CSS class using less variable
}
.myButton {
background-color: #9fe; After compilation
}
Rapidly Create a Responsive UI
Transform DOJO based UI to responsive UI
Design a modern UI experience
Define the Corporate Look and Feel
Customize the Process Portal
Configure the Process Portal in WAS Admin Console
• Who can modify tasks (reassign, due date, • Task List format (list or table)
priority)
• Order of Dashboards
• Disable refresh behavior: cometD (from
portal), autorefresh (from server) • Open tasks in new browser window
• Disable social features • Enable portal from inside HTML frames
• Set default start page 33
Disabling Social Capabilities in BPM Process Portal
DISABLED
ENABLED
Admin Console
setting to disable
“Social”
34
Add Links to Heritage Process Portals
35
Add Links to Heritage Process Portal
36
Apply New Theme at Runtime!
• Administrators can use new Admin command to change the theme at
runtime
– Any deployed Process App Snapshot (including BPM Process Portal) can
have its Theme changed at time
– No need to deploy new Snapshots just to change the look and feel
AdminTask.BPMUpdateTheme(‘
[-sourceContainerAcronym ThemeApp
-sourceContainerSnapshotAcronym 1.0
-themeName Spring
-targetContainerAcronym SYSRP
-targetContainerSnapshotAcronym
8.5.7.0]')
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Apply New Portal Theme - Before
38
Apply New Portal Theme - After
39
Customize the Responsive Process Portal App
BPM Portal
Coach Views Stock Coach
(Responsive) Views
(Responsive)
Client Side Human
Services contain
the main Coach
Views
40
Process Portal: Human Services and Coach Views
41
Change Config Options on Portal Coach Views
42
Change Config Options on Portal Coach Views
Structured Unstructured
Data
Business Objects Documents
46
BPDs and Cases are One
Case Type and BPD converge
as new artifact called Process
Conversion
• Process combines the function of a BPD with the • No need to make decide weather to start with a
activities and content of a Case Types Case or BPD
– Ad-hoc activities with appropriate behavior • Enables more granular authorization and task
– Folders/sub-folders/documents (local or external) ownership control than Case Types
• Process supports case patterns, as well as • Structured activities have the same document
structured and unstructured process flows in a access and control as former Case Types
single BPMN process model • Common process instance UI for interacting
• “Case Type” solutions are no longer restricted to with Process instances
BPM Advanced • Content in any internal/external ECM, always
– No need to pay for and install “Basic Case Manager accessed via CMIS
Feature” 47
Updated Web Based Process Designer
INSPECTOR tab now
available for debug
48
Spectrum of Work Patterns (Process – Case)
Develop a Case (Process)
Convert a BPD or Case into a Process
Launch External UI for Headless BPM
Authoring “Case Types” in BPMN Notation
50
New ECM Servers for Use with Processes
• Processes can
use any ECM
Server that
support CMIS
interfaces
• Use the same
CMIS based
Use Servers tab to
interfaces for declare all the external
ECM Servers used in a
external ECM Process App
servers as for
the internal BPM
ECM server
51
New - Document Folders Available to Processes
• Define locally
(IBM BPM)
managed folders
• Define
references to a
folder that is
managed by an BPM internal ECM server Document Types
external ECM available on
external server
External ECM server
53
Process Portal – Customizable Details UI
54
New Responsive Document Coach Views
55
All Content Events Avilable to Processes
• Any Event from any ECM product New Start Event Type: Document.
Does not need UCA.
may be consumed in a Process Easier to author than ECM Content Events!
• New way to define Tracing Points for unwired activities was introduced
58
Unified Playback, Debugger & Process Inspector
Prior to v8.5.7 debug and inspector support was inconsistent
New Process Inspector for Processes
• Use the same Process Inspector to run and debug your processes,
services, and tasks in the Web Process
• Refresh
• Open Instance Details UI
• Modify due date
• Suspend
• Terminate
• Set user authentication (in debug user
different from task user)
• Start task
• Launch debugger
61
Inspector Instances View
Filter by text in the
instance title
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Enhanced CS Human Service Debugger in Web PD
Launch Debugger from
INSPECTOR view to
“Step Into”
debug a CSHS
launches a
Coach
• Step over
• Step Into
• Show playback window
• Refresh
• Terminate
Execution Current
path breakpoint
`
Convert Case Types or BPDs to Processes
Automated
Conversion
65
Convert Case Type to Process
Case Type opened in
Read-only mode
66
Convert Case Type to Process
67
Convert BPD to Process
68
Convert BPD to Process
BPD Editor - Eclipse Process Designer Process Editor - Web Process Designer
69
Spectrum of Work Patterns (Process – Case)
Develop a Case (Process)
Convert a BPD or Case into a Process
Launch External UI for Headless BPM
Responsive Process Portal: Launch External Task UI
73
Launch External Activities – BPEL with Human Task
Select “External
Implementation”
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“Process” now covers BPD and Case
BPD
Sequence Flows
- Activities
- Gateways Lanes
- Events Process
Attachments
Tracking
Ad-hoc Views
Activities Exposing
General Instance
Properties Owners
Variables
Folders Document
Preconditions
Starting
Documents
Case
77
Folders & Documents – Internal & External
IBM BPM
Single view of All CMIS-compliant
Local documents Process documents
tied to Content stores
Process lifetime
External
ECM
Internal External
Product
Document ECM
Store Product
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Federating Access to Multiple BPM Systems
Responsive
Portal or any
custom UI
• Task list queries (saved Client application
Federated search
searches) served from Direct API calls otherwise
PFS index
• Launchable entities
require special config
Process Federation Server
• Other APIs served from Search API Liberty-
respective backend based
Elastic Search
– Requires CORS setup
BPM 8.x
version BPM
servers
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Federating Access to Multiple BPM Systems
• Federation allows to
– Concurrently run any number of existing BPM systems (any V8.* version, back to 8.0.0.0)
– Deploy new BPM systems
– Through a single user experience, completely transparent for end users
• Benefits
– Transparently integrate independently evolving IBM BPM systems
– Pull up new BPM 8.5.7 system avoiding migration: “The best migration is no migration”
– Scale beyond a single installation – additional dimension beyond horizontal and vertical
80
Federated Portal Setup and Configuration
• Set up federated
environment
• Add federated backend
systems
• Configure client
applications
• Secure communication
on all channels
81
Defining Federation Policies
• “Entities” available via multiple federated systems require appropriate
handling
– Non-federated, good for dashboards – typically want to see one per
federated system
– Federated, good for launchable entities, such as startable processes –
shows a single (but versioned) entity that can be launched
– Global, similar to Federated, but consolidates even across versions – shows
a single entity that can be launched
– For both Federated and Global, the actual target system is determined as
part of the policy (either static or round-robin)
• “Entities” can be identified using a variety of filter conditions
– Based on system, name, type, container
– E.g., “all dashboards” or “this specific process version”
82
Docker image for PFS
• PFS will be made available as a docker image via Docker hub
• No separate license
83
API News for Programmers
• BPM 8.5.7 starts to combine the various programming interfaces into a
single, simplified, common REST API – delivered as a sample
– Common, standard terminology for resources
– Simplified way to identify resources – names, not IDs
– Same API for all kinds of processes
– Same API for direct interaction or interaction via federation server
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API Structure – REST Resources and Examples
• Process App & Toolkit
• Process Model & Process
• Task Model & Task
• Service Model & Service
• User & Group
• Search & System
85
API Programming Example
Current New
• Get process apps
– GET /rest/bpm/wle/v1/processApps POST /bpm/processes?model=HR+Open+New+Position
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Administration & Config Enhancements
• Improved scripting/automation of configuration
– Full CRUD capability for all config properties (100config.xml) via
updateBPMConfig command
– Updates all config files in a DE
• Full configuration of endpoint service, to define URLs per scenario
– Significant simplification of endpoint service setup procedures
• Improved scripting/automation of external system configuration
– Such as ECM, ODM, Web Services
• Extended information in config export
– Also export common system and DB information
– Simplifies PMR interaction
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Migration Enhancements
• Simplified migration of environments
– BPM config export / import only take care of BPM artifacts
– Related WAS artifacts can now also be exported and re-imported via
exportWASConfig / importWASConfig
• JDBC providers; JMS providers, queues, topics, SIBs; connection factories;
namespace bindings
• Cleaned up generated DB scripts for migration
• DB upgrade accessing live profile
– Completely avoids need for manual profile upgrade before DB upgrade
– (Profiles will be upgraded automatically upon server start, as before)
• Add Business Process Archive Manager to existing DE
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Other Enhancements
• Saved searches
– Now editable in (the new) Process Portal
– As end user, can use shared saved search as basis to define own (non-
shared) saved search
– Authorization change: By default, now only owner or admin can modify or
delete shared saved searches
• Enhanced BPD process cleanup
– Can cleanup even active process instances (unconditional termination)
– Simplified command line parameter structure
• Additional Operating Environments
– Support for RHEL, Ubuntu, SUSE all on Power 8 LE
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Process App Validation – Wombat Service
• What it does:
– As-is Cloud service to analyze the artifacts of a BPM project
for potential issues, anti-patterns, or errors
– Goes beyond error validation that’s built into IBM BPM
– Takes TWX and Project Interchange Files of
• All IBM BPM editions since V7.5
• All IBM Monitor versions
• All versions of WebSphere Process Server, WebSphere Lombardi Edition and even
Teamworks V7.0
• How to use:
– Service: https://wombat.mybluemix.net – requires IBM ID for authentication
– Support community at IBM developerWorks: http://ibm.co/1Kf2Gid
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Process App Validation – Wombat Service
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Summary
Summary
• Compelling Business UI Development
– Responsive Stock Controls
– Transform DOJO Controls into Responsive UI
– Client Side Human Service (CSHS) enhancements
– WYSIWYG coach editor with Grid Layout
– Graphical Theme Editor for coach and portal styling
• Responsive Federated Process Portal
– New Reponsive Portal UI
– Saved Search for Individuals and Teams
– Launch External Activities and BPEL Tasks
– Portal Configuration & Customization
– Federated Portal
• Case Capability as Standard
– Converged editor for Process & Case
– Unified Playback, Debugger & Process Inspector
– Consistent use of CMIS compatible content repositories
• Operating Environment updates for BPM and Business Monitor
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Questions
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