e-GOVERNANCE for ENHANCE SERVICE DELIVERY TRANSFER KNOWLEDGE, DEVELOP AND IMPLEMENT QUICK WIN PILOT E-SERVICES (SERVICE ORIENTED ARCHITECTURE (SOA) -BASED BUSINESS PROCESS MANAGEMENT (BPM)) June 2nd to 21st 2012 AMMAN- JORDAN DAY 2 PRESENT BY: Agenda Time Topic 9:00 BPM Overview 10:00 Oracle BPM & BPEL 11:00 11:30 Coffee Break Oracle Human Task Oracle Business Rules Oracle BAM 1:30 Luch Break 2:30 Oracle ADF 3:00 SOA Guidelines & Best Practices 4:00 Coffee Break 4:15 SOA Guidelines & Best Practices 5:00 Case Study Business Process Management إدارة عمليات األعمال What is BPM • • Business Process Management is a generic term, that encompasses the techniques, structured methods, and means to streamline operations and increase efficiency. BPM techniques and methods enable you to identify and modify existing processes to align them with a desired (improved) future state. ، يشمل تقنيات وأساليب التنظيم،إدارة عمليات األعمال هو مصطلح عام .والوسائل الالزمة لتبسيط العمليات وزيادة الكفاءة تقنيات وطرق إدارة عمليات األعمال تمكنك من تحديد وتعديل العمليات .الحالية لمواءمتها مع الحالة المستقبلية (المحسنة) المرجوة • • Business Process Management (BPM) Software and strategy for modeling, automating, managing and optimizing business processes across organizational divisions, systems and applications. وإدارة وتحسين عمليات األعمال عبر التقسيمات التنظيمية والنظم، وأتمتة،برمجيات وإستراتيجية لقولبة .والتطبيقات Strategy Goals Policies Compliance Process People Systems Information Principles of BPMاألعمال • Organize around outcomes not tasks • Correct and improve processes before (potentially) automating them • Establish processes and assign ownership • Standardize processes across the enterprise • Enable continuous change • Improve existing processes, rather than build radically new or ‘perfect’ processes مبادئ إدارة عمليات تنظيم حول النتائج وليس المهام • تصحيح وتحسين العمليات من قبل أتمتها • إنشاء العمليات وتعيين المسؤولين عنها • توحيد العمليات عبر المؤسسة • تفعيل التغير المستمر • بدال من بناء عمليات،تحسين العمليات القائمة .‘جذرية جديدة أو 'مثالية • Typical Business Drives الدوافع • Reduce staff and office overhead خفض عدد الموظفين والنفقات العامة numbers معالجة أنشطة األعمال الحاسمة بشكل أسرع • Process business critical activities تقليل عدد األخطاء واالستثناءات faster خفض إجمالي تكاليف تقنية المعلومات • Reduce the number of errors and الحد من االزدواجية exceptions زيادة وضوح في الكفاءة التشغيلية واختناقات سير • Reduce overall IT costs عمليات األعمال • Reduce duplications الحد من مخاطر األعمال • Increase visibility into operational تحسين خدمة العمالء واالحتفاظ بهم efficiencies and bottlenecks • Reduce business risks • Improve customer service and retention • • • • • • • • Business Analysis تحليل األعمال • No business process improvement or change activity can be undertaken without the use of business analysts and/or business analysis techniques • You must never attempt to change a business process without first analyzing the business impact of the change in detail • Most people think they understand the techniques of analysis (e.g., requirements gathering), but few actually do • Most projects failures do not stem from technology – Rather, a lack of insight, stakeholder support or planning - all things that are the focus of business analysts! Business Process Analysis تحليل عمليات األعمال • Most common starting point is when something is not right in the organization… – A meta problem: there are duplicative processes and information across departments – A business problem: exception rate is too high – A micro problem: some user interface screens are confusing • Business Analyst needs to – – – – evaluate the situation from various angles and identify core issues review any documentation, interview workers flowchart/document current process recommend improvements • When to use: When you have already clearly identified a specific process or process for improvements فوائد إدارة عمليات األعمال Benefits of BPM BPM & SOA Success Depends on Business Impact and Process Complexity النجاح يعتمد على مدى التأثير على األعمال وعلى مدى تعقيد العملية Oracle BPM Oracle BPM Solution Components BPM Human Centric Business Process Management Business user friendly Human centric Collaborative Frequent process changes BPEL PM System Centric Process Management and SOA SOA architecture Apps integration, AIA BPEL High performance STP Round-tripping with BPA Unified Process Foundation • • • • • Unified engine –BPEL, Rules, Human Workflow to support ALL types of processes Business catalog –A registry of services and objects that enables IT to provide prewired processes and human tasks to be assembled in Process Composer End-to-end management & monitoring -Find faults that have happened anywhere in the system and take corrective action Integration Services –Adapters, UDDI integration, CEP integration, BI action framework integration, Identity management integration Scalable architecture –From simple to complex tasks, and large volumes of transactions Unified Runtime Platform منصة تشغيل موحدة Worklist BPEL Process Portal BPMN 2.0 MS Office Human Task (BPEL4People) Process Core Business View BAM, BI Business Rules BPEL SCA BPM Server BPM (with Business and IT view) Enterprise Manager Oracle Business Process Execution Language BPEL What is BPEL • Business Process Execution Language • BPEL is an open industry standard http://docs.oasis-open.org/wsbpel/2.0/wsbpel-specification-draft.html – Oracle has made supported extensions to BPEL • Human Workflow Service Engine • Database Interfaces • Applications Adapter • SOA based (Service Oriented Architecture) BPEL allows for the integration of Web Services into end-to-end processes. • These BPEL processes can themselves be a Web Service. • BPEL is far more powerful than Workflow so keep an open mind as we all move through this transition. BPEL Features • • • • • Supports Synchronous & Asynchronous Transactions Flow Control التحكم في التدفق Compensating Transactions اإلجراءات التعويضية Data Manipulation using XPath, XSLT, and Xquery Human Workflow • • • • • • • • Routing/Assignments تكليف/ توجيه Notifications إخطارات Nomination, Delegation and Reassignment تفويض وإعادة تكليف،ترشيح Escalations التصعيد JSP Forms نماذج Work List Application قائمة األعمال Comments and Attachments المالحظات و المرفقات Audit Trail المراجعة والتدقيق BPEL Process in JDeveloper BPEL Mapping / Transformation BPEL Console BPEL Console – Process Flow Human Task Flow اإلجراءات التي تتطلب تدخل بشري Human Task Human Task • A BPEL process invokes a special activity of the human task type when it needs a human to perform a task. • The process waits for the task to complete. • There is metadata associated with the task that is used by the human task service component to manage the lifecycle of the task: • Who performs the task • Who are the other stakeholders • When must the task be completed • How do users perform the task, • The human task service component uses an identity directory, such as LDAP, to determine people's roles and privileges. • The human task service component presents tasks to users through a variety of channels: • Worklist Application • Worklist Portlet • Notifications: email, phone, SMS, etc. قائمة األعمال Work List Human Task Features Flow Patterns & Routing Policies Flow Patterns & Routing Policies Escalation & Notifications Workflow Services Oracle Business Rules قواعد سير العمل Business Rules قواعد سير العمل Business rules are statements that describe business policies or describe key business decisions. قواعد سير العمل هي العبارات التي تصف سياسات العمل أو تصف قرارات األعمال .الرئيسية Examples: • • • • Business policies such as spending policies and approval matrices. Constraints such as valid configurations or regulatory requirements. Computations such as discounts or premiums. Reasoning capabilities such as offers based on customer value. Business Rules – Declarative Rules Business Rules – Decision Table Oracle Business Activity Monitor BAM مراقب نشاط األعمال Business Activity Monitor - BAM Oracle BAM provides a framework for • Creating dashboards that display real-time data inflow. • Creating rules to send alerts under specified conditions. Business Activity Monitor - BAM • Data and Event Collection: The Oracle BAM provides mechanisms to collect event and data information from various sources, and it is integrated with Oracle BPEL Process Manager to link process-related events in real time. • Event Analysis: This allows the filtering and analysis of event-based information in line with the KPI information set by the users. • Intuitive Dashboards: This allows detailed reports regarding the process to be available to the users as per their requirements. It allows data from various sources to be made available using intuitive dashboards, which a user can use to take decisions or set customized alerts. • Real Time Alerts: The Oracle BAM provides the capability for setting alerts in case a business process is performing outside the range of acceptable standards. Oracle Applications Development Framework ADF Oracle Application Development Framework (ADF) – – – – – Is an end-to-end Java EE framework that is extensible Utilizes and adds value to the Java EE platform Abstracts Java EE complexity Provides declarative and visual development Enables developers to focus on the application, not the lowlevel infrastructure – Creates reusable and maintainable code – Uses metadata, simplifying the basic task of wiring user interfaces to services – Implements Java EE best practices and design patterns, including MVC The Model-View-Controller Design Pattern Implementing MVC with the ADF Framework Desktop Browser-based ADF Swing Office JSP JSF ADF Faces / DVT View Controller Struts JSF/ADF Task Flow Model ADF Bindings (JSR 227) Java EJB BAM BPEL Web Services ADFbc BI Essbase Portlets Business Services TopLink Data Services Relational Data XML Data Legacy Data Packaged Apps Types of ADF Business Components StorefrontAM Customer CustVO CustomerOrder AllOrders Application Module with View Object Instances CustomerEO OrderEO OrdVO View Objects and View Link LineItemEO Entity Objects and Associations SOA Guidelines & Best Practices المبادئ التوجيهية و أفضل الممارسات Understand Your Organization إبداء باألعمال أوال Start with Business First • Do not try to boil the ocean. • Focus on what is strategically !important --- NOW Front End E-Services first Regulations & Compliancy E-Government Coverage • • • • Near-term focus, grow scope over time • ال تعقد األمور • ركز على ما هو مهم من ناحية إستراتيجية • • • • الخدمات الموجهة للجمهور أوال اللوائح و االمتثال للقوانين تغطية كاملة للحكومة اإللكترونية التركيز على الخطط قريبة المدى ثم االنطالق إلى بعيدة المدى Be Flexible تمتع بالمرونة • Executives will probably never, ever, use EA models but they will always need the outputs • Provide what they need in a form that they like • Recognize Business Architecture for business planning is an emerging discipline • المديرون التنفيذيون لن يستخدموا نماذج هيكلية لكنهم يسعون دائما لنواتج، المؤسسات على األرجح .المتأتية منها .• حاول توفير ما يحتاجون له في شكل يمكن أن يروق لهم • االعتراف بمعمارية وتخطيط األعمال كعلم وانضبات .ناشئ SOA Guidelines • Align architecture principles across lines of business by creating reference architectures • Centralize the creation of standards, policies, and processes • Select technical solutions and vendor partners that adhere to industry standards • Establish an enterprise data management function to define and monitor enforcement of data governance across governmental entities. • Enforce security policies at the data service layer with declarative policy definition centrally • The SOA approach should focus on high-value business processes • EA and SOA should be driven by multiyear strategic plans that integrate business and IT goals • Provide enterprise SOA training for managers and stakeholders as well as architects, developers, PMs, BAs, and QAs • Utilize a service registry to catalogue existing services and define processes to identify and submit potentially sharable services SOA Guidelines • Centralize SOA operations and support until greater maturity is realized • Deploy a Web services management solution for runtime policy enforcement through distributed policy enforcement points • Establish SOA goals and strategies that are tightly aligned with the business • Establish SOA goals, standards, policies, and procedures proportionate to your SOA maturity • Define clear metrics that are obtainable and can show your progress in maturing your SOA and EA efforts • Put repeatable and well-defined governance processes in place and capture metrics • Automate as many of the governance processes and collection of metrics as possible • Use a multiyear financial strategy to justify SOA investments • Consider central funding for services that are to be used across departments Service Design Best Practices Service Size: Granular and not complicated Self Contained and reflects a real life service rendered to consumers Very well defined interface and contract Stick to WS Interoperability standards and data types There is no versioning support in WS*. You need to add version number to the Service namespace to make it part of the name. Do not use code generation tools to generate a service interface. Always start with building the service interface first. Internal Error Handling and Logging is essential Clearly document the transaction behavior of the service Enterprise Message Data Model Canonical Data Model Composition vs. Orchestration Oracle SOA Suite SCA-based architecture is all about composition of components together into an “integrated circuit” that might well be part of a bigger application. Orchestration concerns the control of a process across multiple systems and people. That control involves branching, state management and human task flows. One should use SOA composite for composition and BPEL for process orchestration. BPEL Best Practices BPEL is for orchestrating services and should not be used to add complex business logic. This should go into the service layer. Simplify your BPEL process as much as you can for easier change in the future. Create scopes for each step of the flow in the process so as to make it modular. This will help in creating local variables within that scope. Use Global variables only when required. Adopt naming standards and comply to it. This should be part of the governance strategy. It is good practice to have a Mediator in the Composite. Try to get most of the transformations done by the Mediator. Have all the business rules implemented by the Oracle Business Rules. Handle all the exceptions, provide notifications, and recover errors if needed. Take care of transactions Apply compensating transaction where applicable Error & Exception Handling Define policies for handling faults in a loosely coupled manner. It externalizes the fault-handling mechanism from process implementation. Use fault logging and notification. Catch faults that should be handled by the business process to take a corrective action. Re-Try the process after correcting actions have been taken. Logging Attaching the Log Policy With a logging policy you can extend logging with exact entries with the contents of the messages coming in to and flowing out of the composites and components. Setting the Name of a Composite Instance Distinguish instances by dynamically assigning a meaningful name to an instance of a composite. Composite Sensors Composite sensors make tracing easy by allowing you to expose information from within composite instances. These sensors are typically used to expose the data enable search of the instances. General Guidelines Use technology to simplify business process and make it more efficient. Never over use technology for the sake of being trendy. Gradual and multi-stage implementation is the key to any successful Enterprise IT project. Align your technology selection with the vendors technology roadmap Case Study Greater Amman Municipality Integrating EBS with Legacy Systems Suite اإليصاالت الفرعية AR01: الفوترة AR02: االستمالك AP02: E-Business الرديات AP03: SOA Suite BPEL EBS Database PO FA … … Oracle E-Business Suite Adapter CM GL ESB Database Adapter 11g Oracle DB AR AP JDBC XGEA Custom UI Pages Vertical Systems JDBC فيش اإليداع AR03: أمر دفع األمانات AP01: بيانات الموظفين HR01: •نظام التحققات •نظام المخالفات •نظام مخالفات تراخيص المهن والصحة و المسالخ واألبنية •نظام المسالخ والذبيحات •نظام تراخيص المحال التجارية •نظام اإلستمالك •نظام تراخيص األبنية •نظام أرشفة الوثائق االلكترونية •نظام ضريبة المسقفات •صندوق إسكان موظفي أمانة عمان •… RDB Database Oracle DB Sample BPEL Process Customer Data Hub: CDH 13 Source Systems Integrated with CDH Customer Data Size: 2 Million Person records 100 Thousands Organization records Primary Customer Source of Truth Data Sources: EBS: Customers & Suppliers Property Tax ()نظام المسقفات Traffic Tickets ()نظام مخالفات السير Vocational Licenses ()نظام رخص المهن CRM Transaction Viewer Source Systems نظام ق اررات اللجان المحلية 9. )Oracle EBS (Dr/Cr 1. نظام القرارت اللوائية للجان 10. نظام المسقفات 2. 11. نظام التحققات 3. نظام الشكاوى والمعامالت نظام مخالفات السير 4. 12. نظام إذن إشغال نظام االستمالك 5. 13. نظام رخص المهن 6. نظام رخص األبنية 7. نظام اعتراضات المفتش 8. نظام مخالفات رخص المهن والصحة Technical Architecture – Integration SOA Based Integration Business Event Triggered Supports bulk load Bi-Directional Synchronization Technologies: DB Adapters Business Events Oracle Apps Adapter WebServices PL/SQL JAVA, JDBC, … Oracle & RDB Based spoke systems Integration Error Handling, Reporting, and Recovery المسقفات مخالفات السير التحققات رخص المهن CDH أنظمة أخرى االستمالك رخص البناء Customer Transactions Viewer Sample Transactions Viewer: (Double Click) Thank You!