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 Pacholski
IBM Canada Toronto Laboratory
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
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© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
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© 2013 IBM Corporation
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
details
Example: Supported
Databases
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© 2013 IBM Corporation
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 AddOn 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
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IE V8 Differences and Limitations
• 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
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© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
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© 2013 IBM Corporation
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
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© 2013 IBM Corporation
Team Performance Dashboard
Link to detailed team
peformce page
• 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
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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)
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Team Performance – Team Tasks
•
•
•
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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
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Team Performance – Reassign Tasks
Assign to a Team
member
• Manager can Reassign back to
Team or another Team member
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Flexible Instance or Task Search
Create a Search “Pill”
• “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)
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Team Performance – Individual Performance
Activity Stream
for user Paul
• Shows Team member’s individual statistics
• Shows tasks assigned to a particular team member
• Show the team member’s Activity stream
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Process Performance Dashboard
Link to detailed process
peformce page
• 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
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Process Performance – Overview
Click RED to
show only
Overdue tasks
Overdue
tasks only
• 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
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Process Performance – Tasks (Average Duration)
Scroll
down fo
get here
Rework!
• 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
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Process Performance – Timing Intervals (Average Duration)
Process Designer
• Average Duration of Timing Intervals in the process
diagram
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Process Performance – Diagram
Click he RED counter to
see the Overdue tasks
• 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
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Process Performance – Gant View
Chnage
instance
Due Date
Gray means “future“
Drag to change target
task duration
Estimated
completion date
Instance
Due Date
Today
• 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
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Process Performance – Gant View (Activity Stream)
A point in the pas when somone
conributed to the Activity Stream
Add to Activity Stream
Open Activity Stream from
the past. See only posts
up to that point
• 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
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Process Performance – Gant View (Changing Instance Due Date)
Due Date now far off
to the right.
Chart is now redrawn
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Process Performance – Gant View (Changing Task Due Date)
BACKWARD
Drag the orange Bar
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FORWARD
© 2013 IBM Corporation
Process Performance – Set Path
Change projected
execution 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
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Process Performance – Set Path (New Execution Path)
New pojected excution
path now includes these
two Human Taks
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© 2013 IBM Corporation
Process Performance – Gant View (New Execution Path)
New pojected excuting
path now show these two
new Human Taks
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Ability to See Who is Logged In
Logged in users
are identified by a
green dot
• 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
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Notifications of New Mentions while Away
Aftr logging in, users see
how many Mnentions they
got since there were
logged in last time
The orange start indicates
all the mentions that Pual
has missed.
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Complete BPM Tasks with IBM Connections
Define IBM Connections
Server
Specify that you
want to receive
notifications
• 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
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Complete BPM Tasks with IBM Connections
Inline task
completion
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WARNING: Animated Slide. View this slide in Slide Show mode.
© 2013 IBM Corporation
Complete BPM Tasks with IBM Domino Server
Inline task
completion
• 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
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Configure Process Portal Tabs to Match User’ Role
New Tab Orginizer
Ability to hide tabs
Saved
Serach
Custom
Dashboard
This user will only see
Mortgage Processing
Overview Custom
Dashboard
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Process Portal Tab Organizer Items
Work
Team Performance
Process Performance
Saved Searched
Custom Dashboard
Ad-hoc Reports
Scoreboards
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Configure Process Portal Tab Order for Groups
Using Process Admin
Console administrators
can assine the same
Process Portal Display
Order assigned to
selected users or 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.
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Copy URL Link
Copy the page link
• Copy URLs for inclusion in chat sessions, emails, and
documents
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© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
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© 2013 IBM Corporation
Process Portal Dashboards Implemented Using Coach Views
New toolkit cotaining
building block of
dashboards
• 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
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Dashboards Toolkit
Default Ajax Data
Services
BOs used by CVs
and Ajax Services
19 new dashboard
Coach Views
• 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
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Custom Dashboards
Dashboard Human Service:
• Coaches;
• System Services to feed data to dashboards;
• Navigation links for dashboard screen
transitions
Coach composed of
Dashboard Coach Views
Expose Human Service
as "Dashboard“
• Custom dashboards are Human
Services constructed from the
Dashboard CVs
• Must be exposed as “Dashboard”
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Dashboard in Process
Portal
© 2013 IBM Corporation
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
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New “Web Service” Server Type
WS configuration per
deployment environmnet
Web Service configuration
parameters can now be
changed after deployment
Web Service
configuration
parameters
•
•
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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
© 2013 IBM Corporation
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
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WS-I Security Support: Policy Set, Policy Binding
Outbound
• 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
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WS-I Security Support: Policy Set, Policy Binding
Inbound
• In v8.5 also inbound Web Services can use the Provider Policy Sets and
Policy Bindings defined in WAS Admin Console
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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
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New SOAPHeaders and SOAPHeader Types
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Inbound WS SOAP Header Usage Example
No explicit settings are
reuired in Process
Designer to retrieve
inbound data from inbound
SOAP Headers
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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 Corporation
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
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© 2013 IBM Corporation
New Internal IBM BPM Document Store
• Prior to v8.5 only the Coaches NG could only connect to external CMISbased 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
Internal
CMIS
repository
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External
CMIS
repository
External
CMIS
repository
External
CMIS
repository
© 2013 IBM Corporation
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
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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)
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Document Search & Event Subscription Lmitations
IBM BPM Document Store Limitations:
Event Class: Document
Object Type: BPM Document Attachment
Include Subtypes: not applicable
Event Type: limited choice
IBM BPM Document Store Limitatins:
Folder not supported (only Documnet)
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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 Options
ECM Document use a differet
approach where these options are
specifed in the retrieveal service
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© 2013 IBM Corporation
Internal Document Operations Limitations
Outbound ECM Operations Limited to the Following
ECM Operation
Cancel check-out document
Check-in document
Check-out document
Create document
Delete document
Get all document versions
Get document
Get document content
Get type definition
Get type descendants
Search
Set document content
Update document properties
Description
Reverse the effect of a check-out
Check-in the private working copy of a document
Create a private working copy of the document
Create a document of the specified type
Delete the specified document
Get the list of all documents in the specified version series
Get the specified information for the document
Get the content stream for the specified document
Get the definition of the specified folder or document
Get the set of descendant types defined for the specified folder or document type
Execute a CMIS query statement against the contents of the repository
Set the content stream for the specified document object
Update properties of the specified document
Inbound ECM Events Limited to the Following
Check Out Canceled
Checked In
Checked Out
Created
Deleted
Updated
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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
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BPMN Import Directly from Process App
• 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
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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 2012-0101T00:00:00 -createdBeforeLocal 2012-02-31T21:37:06]')
This command deletes unnamed snapshots based on a time span that
falls within a particular time range
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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
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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“
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Post install „Update Tracking Definitions“ in
Porcess Server Admin Console
© 2013 IBM Corporation
Limit the Target of a Message Event
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
• 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
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Improved Intermediate Event Correlation
Radio button
select s the
correlation
variable
• 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
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Governance Extended to Command Installation
Governance
Process controls
the 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
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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
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© 2013 IBM Corporation
Renaming an Attribute Example
Shows what services and processes
contain the refactored variable, you
can select what you want to refactor
Data Mapping
JavaScript
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Terminology Changes
• Milestone changed to Phase
• Participant Group changed to Team
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© 2013 IBM Corporation
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
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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
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Team Retrieval Service
• New service that enables team members to be resolved dynamically
Create new Team Retrieval
Service from a Template or
select exiting one
Default Team Retrieval
Service signature
• 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
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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
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Team Filter Service is Fully Dynamic
• Team Filter Service takes the initially resolved team as a parameter and returns
the filtered Team object.
Default Team Filter
Service signature
• 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)
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© 2013 IBM Corporation
Team Filter Service Example
New Bulk User
Attribute: Shift
Team Filter Service
is aware of current
time and filters out
users that are not in
the current shift
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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
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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
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Java Script Editor Enhancements
Context
assist
• Syntax Highlighting
• Content Assist
• Now available in all JavaScript editors in Process Designer
– i.e. Data Mapping, Coach Views, Coaches, Service Implementation,
etc..
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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)
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Coach View Dynamic Visibility – “Rule Expressions”
Variable
Expression
AND clauses
Team
Expression
Otherwise
• 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
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• 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
© 2013 IBM Corporation
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
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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
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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
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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 Corporation
Logging in to Blueworks Live
Need to retrieve
Blueworks Live
signer certificates
manually
Remember last
used email
address
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© 2013 IBM Corporation
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
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Dynamic Search Filter
Unfiltered Spaces
Dynamic search
filter – displays
results as you type
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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.
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Process Activity Details Imported
• Blueworks Live activity
details are now imported
into the documentation
field
• Specifically the following
items are imported:
–
–
–
–
–
–
–
–
–
–
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business owners,
experts, systems,
suppliers,
inputs,
outputs,
customers,
risk,
custom fields,
problems,
existing documentation.
© 2013 IBM Corporation
Check for Updates to Subscribed Process
Message indicating that a new
version of the subscribed
process is available
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© 2013 IBM Corporation
SAP Solution Manager Integration – looking back…
SAP Solution Manager
IBM Process Designer
• 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
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© 2013 IBM Corporation
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.
87
© 2013 IBM Corporation
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.
88
© 2013 IBM Corporation
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’.
89
© 2013 IBM Corporation
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”
90
© 2013 IBM Corporation
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
91
© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
92
© 2013 IBM Corporation
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:
•
•
•
•
•
93
maintainDocumentStoreAuthorization
getDocumentStoreStatus
startDocumentStoreMigration
maintainDocumentStoreTrace
updateDocumentStoreApplication
© 2013 IBM Corporation
Centralized Failed Event Manager
• The Failed Event Manager is now available from the administrative
console under your deployment environment.
94
© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
95
© 2013 IBM Corporation
Install & Configuration
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
Profile type
Installed Product
Standalone
DMgr
Custom Node
BPM Express
Yes
No
No
BPM Standard
No
Yes
Yes
BPM Advanced
No
Yes
Yes
IID UTE
Yes
Optional
Optional
(BPM Advanced)
• Single node ND is a better starting point to grow your configuration by
merely adding new BPM nodes as required
96
© 2013 IBM Corporation
Install & Configuration
DE Wizard
New Deployment Environment Types & Patterns
• Three DE Types
– New Advanced-only type
equivalent to WPS (no
Process Center)
– No more WESB type
Three DE Types
• 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
97
Two DE Patterns
© 2013 IBM Corporation
Install & Configuration
DE Wizard
Greater Role and Simpler to Use
• Plays a greater role
DE Creation
Wizard
– 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
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© 2013 IBM Corporation
Install & Configuration
BPM Advanced 8.0.x 4-Cluster
Dramatically Simplified Deployment Topology
Msg.member2
ME
ME
ME
ME
ME
ME
ME
ME ME
ME
ME ME
AppTarget
Cluster
App.member1
(PC Console)
Process Admin
BPC
Your Apps
App.member2
(PC Console)
Process Admin
BPC
Your Apps
Support
Cluster
Sup.member1
Perf Console,
CEI
Sup.member2
Perf Console,
CEI
PDW tables
CEI
Msg.member1
BPC
Node Agent
SCA.APPLICATION
Node Agent
SCA.SYSTEM
IHS
Messaging
Cluster
Node2
PERFDW
DMGR
IP
Sprayer
PROCSVR
Node1
IHS
ProcServer tables
CommonDB tables
FEMgr, ES, BRules, etc
MEDB tables
SCA.SYS, SCA.APP, CEI,
BPC, procsvr, perfdw
BPEDB tables
Web
Cluster
Web.member1
Process Portal,
BSpace,
widgets, BRM, BPC
Explorer
Web.member2
Process Portal,
BSpace,
widgets, BRM, BPC
Explorer
BSpace tables
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© 2013 IBM Corporation
Install & Configuration
BPM Advanced 8.5 3-Cluster
Dramatically Simplified Deployment Topology
DMGR
Node Agent
IP
Sprayer
Messaging
Cluster
IHS
1
3
App
Cluster
CMNDB (cell)
AppSched,
Mediations, Rels
CMNDB (DE)
BPC, FEM, ES,
BSpace, MEDB
2
BPMDB (DE)
Process Server,
EmbeddedECM
Support
Cluster
Msg.member1
Node2
Node Agent
Msg.member2
ME
ME
PROCSVR
Node1
IHS
4
1. Fewer cell
scoped
tables
2. Only three
database
types
App.member1
3. Only three
Clusters
(PC Console)
Process Admin
Process Portal
BSpace
Widgets
Embedded ECM
BPC
SCA
BRM
Support.member1
Support.member2
PDW, CEI,
BPC Explorer
PDW, CEI,
BPC Explorer
4. Only one SI
Bus - One
SIB for all
components,
Separate
SIB per DE
PDWDB (DE)
Performance DW
100
© 2013 IBM Corporation
Install & Configuration
DE Wizard
Simplified Deployment Topology
Only three
databases are
required
Two addtional
datbases are
optional
CMNDB (cell)
101
AppSched,
Mediations, Rels
CMNDB (DE)
BPC, FEM, ES,
BSpace, MEDB
BPMDB (DE)
Process Server,
EmbeddedECM
PDWDB (DE)
Performance DW
© 2013 IBM Corporation
Install & Configuration
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.
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© 2013 IBM Corporation
Install & Configuration
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
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© 2013 IBM Corporation
Install & Configuration
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------------------------------------------------------------'
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© 2013 IBM Corporation
Install & Configuration
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
105
Sample Properties Files
for Advanced Only
configuraton
© 2013 IBM Corporation
Install & Configuration
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
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© 2013 IBM Corporation
Install & Configuration
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
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© 2013 IBM Corporation
Install & Configuration
Custom Install Using BPMConfig
Step
108
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 line
BPMConfig
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
© 2013 IBM Corporation
Install & Configuration
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 InfoCenter
DBA 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
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
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 Line
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
(BPMConfig)
(BPMConfig)
bootstrapProcessServerData
109
This creates the “empty” nodes in your cell.
© 2013 IBM Corporation
Security
Reduced Number of BPM Required Users
• Cell Admin is the classic WAS
administrator
• DE Admin is the main BPM
administrator
– WAS “secondary admin”
– Can not assign admin roles
DMGR
NA
DE Admin
– WAS “primary admin”
– Can assign admin roles
Cell Admin
NA
MECluster01
AppCluster01
SupCluster01
• Removed default mandatory
users
– tw_admin, tw_user,
tw_portal_admin.
tw_runtime_server,
tw_webservice, bpmAuthor
110
© 2013 IBM Corporation
Security
Consolidation of Roles and Aliases
• Aliases
– v8.0.x required 33
aliases
– v8.5 uses only 3
All roles mapped
via a single Alias
• For Cell admin
• For DE admin
• For DB admin
• Roles
– 13 Roles mapped
to single user
DeAdmin via
DeAdminAlias
Only 3 Aliases
are needed
111
© 2013 IBM Corporation
Security
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:
112
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
© 2013 IBM Corporation
Security
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
113
© 2013 IBM Corporation
Security
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.
114
© 2013 IBM Corporation
Security
Adding Users and Groups Separated
• Users and groups are separated in all UIs
115
© 2013 IBM Corporation
Security
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
116
© 2013 IBM Corporation
Security
Existing User Synchronization
• New option to update in DB only users already present in
the table
117
© 2013 IBM Corporation
Migration
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
Select migratin
options
118
Cusomized
migration
instructions
© 2013 IBM Corporation
Migration
New IBM BPM 8.5 Process Server Only
Migration Target
– New profile type in V8.5
• Exiting WPS customers can
easily migrate to an
environment that is familiar
to them (no Process Center)
119
Dmgr
CELLDB (cell)
dmgr
Node01
Node Agent
ME.mbr1
ME
App.mbr1
MECluster
AppCluster
BSpace, widgets,
BPC, SCA, BRM
Sup.mbr1
DeploymentEnvironmentBus
• Source: Classic WPS and
WESB
• Target: V8.5 IBM BPM 8.5
Process Server Only
AppSched,
Mediations,
Rels
CMNDB (DE)
BPC, FEM, ES,
ESBLogMed,
BSpace, MEDB
SupCluster
CEI,
BPC Explorer
© 2013 IBM Corporation
Migration
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
V8.x
vNew Cell
vOld Cell
[new binaries]
[old config]
[old binaries]
[old config]
V8.5
vNew Cell
[new binaries]
[new config]
[old] DB tables
(upgraded via scripts)
– Only Business Data and
Applications are migrated
120
© 2013 IBM Corporation
Migration
v8.5 Migration Paths Summary
From
121
To
Version
EOS
WPS 620
WPS 700
BPM 750
BPM 751
WPS 602
10/2010
Yes
Yes
WPS 610
04/2013
Yes
WPS 612
10/2013
Yes
WPS 620
04/2014
WPS 700
04/2015
BPM 750
n/a
BPM 751
n/a
BPM 800
n/a
BPM 801
n/a
BPM 800
BPM 801
BPM 850
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
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
© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
122
© 2013 IBM Corporation
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
123
© 2013 IBM Corporation
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
124
© 2013 IBM Corporation
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
125
© 2013 IBM Corporation
Alternatives to Publishing from IID to Process Server
• Alternative 1 is to use J2EE
Export and deploy manually using
Admin Console
• Will not be able to use Test Client
126
• Alternative 2 is to crate a dummy
ProcessApp and Associate then
Disassociate your Module with that
ProcessApp
• Will be able to use Test Client
© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
127
© 2013 IBM Corporation
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.
128
© 2013 IBM Corporation
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+%28Worklig
ht+sample%29?focusedCommentId=28083417#comment-28083417
• Mobile Sample Toolkits
129
© 2013 IBM Corporation
Agenda
IBM BPM Statement of Environment
Process Portal
Process Designer and Process Center
Process Server
Installation, Configuration and Migration
Integration Designer
Mobile
Business Monitor
130
© 2013 IBM Corporation
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
131
Removed in
v8.5
© 2013 IBM Corporation
Monitor Model in Integration Designer
Process App in IID - Process Center Perspective
Process App in IDD - Business
Perspective
132
Generate Monitor Model Wizard
© 2013 IBM Corporation
Generate J2EE Monitor Model EAR
Monitor Model
generated by the
Monitor Model
Wizard
Generate Monitor
Model EAR
133
© 2013 IBM Corporation
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
134
IBM BPM 8.5 Process Center
© 2013 IBM Corporation
References
• This presentation
– https://w303.ibm.com/tools/cm/iram/faces/_rlvid.jsp?_rap=!assetDetails&
_rvip=/home.jsp&guid=BE7FA9B1-EB15-0078-0831DF4A85EA102C&v=1.0&submission=false
• Recording of this session
–
• IBM BPM V8.5 VMware image is already available!
– https://w303.ibm.com/tools/cm/iram/faces/_rlvid.jsp?_rap=!assetDetails&
_rvip=/home.jsp&guid=E61CA4E5-672A-AF01-CA7E1D20B113AF59&v=1.0&submission=false
136
© 2013 IBM Corporation
137
© 2013 IBM Corporation
BACKUP
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© 2013 IBM Corporation