Blueworks Live aSTEW Blueworks Live Technical Overview Version

IBM Business Process Management

What’s New in BPM 7.5.1

IBM Business Process Manager 7.5.1

IBM Business Monitor 7.5.1

© 2011 IBM Corporation


Improve processes for better business outcomes

IBM Business Process Manager v7.5.1

What’s New? IBM BPM v7.5.1 includes:

 Expanded adoption of BPMN 2.0 standard

 Simplify application implementation with powerful new modeling constructs

 Import / export BPMN models with other tools …

Easily tap into IBM’s rich industry models

 New integration with IBM Case Manager

 Manage IBM BPM & ICM tasks in one place with unified inbox

 Link IBM BPM processes into ICM applications, and ICM processes into IBM BPM applications

2

 Improved asset management, performance, and manageability

 “Refactor” assets into toolkits … Generate process documentation … Compare versions side-by-side

 Experience simpler cluster installation, easier management of Process Server & process instances


3


Agenda

 IBM BPM Statement of Environment

 IBM Process Designer Enhancement

 IBM Integration Designer Enhancements

 IBM Process Server Enhancements

 IBM Process Center Enhancements

 IBM WebSphere Adapters Enhancements

 IBM Business Monitor

 IBM Process Center and Server Install and Migration

 Process Portal



SOE – IBM Process Server and Process Center 7.5.1

 Operating systems

– SUSE Linux™ Enterprise Server 10 and 11 (x86; System z®)

– RedHat Enterprise Linux 5 and 6 (x86;

System z)

– IBM AIX® 5.3, 6.1, 7.1

– Solaris 10 (SPARC32 and SPARC64) *

– Microsoft™ Windows™ 2003 Server and 2003 Server R2

– Microsoft Windows 2008 Server and

2008 Server R2

– Microsoft Windows XP, Vista, and

Windows 7 - for use with development and testing only

 Database servers

– DB2 Enterprise Server Edition V9.5,

V9.7

– DB2 Express Server Edition V9.7

– DB2 for z/OS® V10

– Oracle 11g and 11g R2

– Oracle RAC and Data Guard

– Microsoft SQL Server 2005, 2008, and

2008 R2

 Browsers

– Microsoft Internet Explorer 6, or later

(IE 7, or later, for Business Space)

– Mozilla Firefox 3.6, or later

– Apple Safari on iPad and iPad2, iOS

4.3, or later (Business Space and

Process Portal support only)


4 * Not supported on Niagara chipset http://www-01.ibm.com/support/docview.wss?uid=swg27023027

5


SOE – IBM BPM 7.5.1 Tools

IBM Process Designer



2003 Server R2


2008 Server R2


Windows 7

 Browsers



IBM Integration Designer


– RedHat Enterprise Linux 5 and 6 (x86)

– SUSE Linux Enterprise Server 10 and

11 (x86)


2003 Server R2


2008 Server R2


Windows 7

 Browsers





SOE – IBM Business Monitor 7.5.1

6



Operating systems:

– AIX 5.3, 6.1, or 7.1

– HP-UX 11i v2 IA64 or 11i v3 IA64

– Solaris 9 SPARC or 10 SPARC

– Windows 7 Professional -- for nonproduction use only

– Windows XP SP3 Professional -- for nonproduction use only

– Windows Vista Business Enterprise Edition -for nonproduction use only

– Windows Server 2003 SP2 Enterprise or

Standard Editions

– Windows Server 2008 SP1 Enterprise or

Standard Editions

– Windows Server 2008 R2 SP1 Enterprise or

Standard Editions

– Red Hat Enterprise Linux (RHEL) 4, 5, or 6

(POWER®, System z®, x86)

– SUSE Linux Enterprise Server (SLES) 10

SP1 or 11 (POWER, System z, x86)



Database servers:

– DB2® 8, 9, or 10 for z/OS®

– DB2 Enterprise Server Edition 9.5 or 9.7

– DB2 Express Edition 9.7 -- for nonproduction use only

– Microsoft SQL Server 2008 or 2008 R2

– Oracle Database 10g Enterprise or Standard

Release 2 10.2.0.2


Release 1


Release 2

 Browsers:



– Apple Safari on iPad and iPad2, iOS 4.3, or later (Business Space support only)

– Dojo 1.6


7


SOE – IBM Base Software

 WebSphere ND: 7.0.0.19

 Integration Designer Eclipse: 3.6.2

 Process Designer Eclipse: 3.6.0

 Rational Application Developer: 8.0.3 IFix1

 Installation Manager 1.5

 XML feature pack: .0.0.9

 SCA feature pack :1.0.1.11

 DB2 Express: 9.7.0.4 (with the default install)


8


Agenda









 Process Portal


9


New BPMN 2.0 Constructs

 Sub-process

 Message events

 Event sub-processes

 Event gateway


10


Message Events

 Message Start

– Used to trigger a process or event

Sub Process.

– When triggering a process, creates a new process instance.

 Message End

– Sends a message upon completion of a process instance

 Message Send

– Used in a process to send asynchronously a message

– Corresponds to matching and correlated Message Receive event

 Message Receive

– Used in a process to wait for a correlated Message Send event to be fired


11


Message Event Example

 Was available in a 7.5

– Messages can now be sent and received entirely at the BPD level.

– UCAs are still used for implementation

Send message when instance completes

Start instance when message arrives



Sub-process

 Can be started synchronously

– Connected to main process

 Can be started asynchronously with an event (Event Sub-process)

– Error (always interrupt parent process)

Double click to open Sub

Process implementation

– Message (optionally can interrupt parent process)

12

– Timer (optionally can interrupt parent process)

Broken line means non-interruptible



Event Sub-process Implementation

13

When the timer expires start sub-process, but DO

NOT interrupt the parent

Sub-process implementation

Bread crumbs

Do not interrupt the parent


14


Sub-process Variables

Sub-process has no input/output variables

Sub-process has access to parents variables



Event Gateway

15

 Wait for two or more events (with correlation)

– Only Message and timer events are supported

 An implementation pattern

– Contained in a group

– Group can be moved or deleted


16


New Look and Feel Conforming to BPMN2 Standard

Pre-Post Assignment defined

Conditional activity execution

Notes

Multiple events can be attached


17


New Look and Feel Conforming to BPMN2 Standard

Icon reflects task type

This is a linked sub-process – notice the dark border

No breadcrumbs when you open

Dotted line on task indicates event subprocess

Dotted line on event indicates interruptible

This is the event to start sub-process

Sub-process has drill-down icon

Icon indicates that double-click anywhere in activity box will open implementation



New Editor Look and Feel

Simplified palette

No Pool

Inline editing

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

Simplified palette

– Activities have defaults on initial drag and drop

– Then can be changed



System Activities can reside in non System swim lane and vice-versa

 No “Pool”

– Tracking settings that were on the pool are now on the Tracking tab

 Inline editing of task names, swim lanes, etc…


19


Defining Activity Type

 From Implementation Tab

 In Activity Wizard



New Consolidated Process App Settings Page

Shows all “exposed” externally items as clickable links that lead to the item’s editor

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 Automatically opened when PA is opened

 Cannot be closed

 Combines information previously exposed in different places



Process App Settings: Environment and Servers Tabs

Use server type sensitive

Environment Variables in your Process App

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Define servers used for

Integration Service implementations


22


BPMN2 Import

 Produces a playback ready BPDs

– Generates App Name and

Acronym

– Converts non-human services to

Integration Service or Advanced

Integration Service with emulations

– Human tasks are imported as a simple Human service which includes a "start -> Default Coach

-

> end”

– Automatic Layout of the diagram produces a consumable process flow diagram

– BO’s, Participant Groups are imported

 Extensions

– Will import Milestones defined in

Blueworks

– Supports Tag definitions for Smart folders

Implementation options available only in BPM Advanced


23


BPMN2 Export /Import from Blueworks Live

Sub-process

Milestones

Advanced

Integration Services

Participant Group

Participant Group


24


BPMN2 Import Traceability and Visibility

 When <tagging:tag> element is defined in the incoming

BPMN2 import file, the following is created:

– Imported Items Smart Folder

– Smart Folder includes the tag specification so that you can see all imported tagged items

 Tag syntax


25


IFW BPMN Artifacts Tagging


26


BPMN2 Export

 For exchange with other BPMN 2.0 compliant systems

– The basics only

– Does not export the IBM extensions for traceability and search



BPMN 2 Interchange 4Q 2011

IFW

8.4.0

7.5.1

IBM BPM

Exchange is via Process Center

Rational

System

Architect

11.4.1

BPMN 2

Format

27

Today

Blueworks Live

Rational

Software

Architect

8.0.3

7.0.0.4

WebSphere

Business

Modeler

WebSphere

Business

Compass

Business Modeler imports BPMN 2 models via Business Compass

7.0.0.4


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AIS Emulation Flag

 When AIS is not implemented it is emulated by default

 Once AIS is implemented user can toggle whether the AIS is emulated or not

Emulated AIS is a Coach which allows to enter valued for the output variable



Postpone AIS

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Emulation turned off

The BLA for RefactorPA tip is being deployed and is currently in stopped state

Postpone button to run the service later when the BLA is started/deployed


30


Refactoring of Advanced Artifacts

 Includes a wide range of Move and Copy refactoring scenarios

 Involves the advanced artifacts such as WSDLs, BOs and AIS

 These artifacts are shared between ID and PD

 This feature can best illustrated by two examples…


31


Example 1

 Scenario

– Inside a Process AP an AIS was implemented in ID using a WSDL that has the BO physically included (bound) inside

– In PD we move the BO from the Process App to a Toolkit

 Refactoring Actions

– The AIS is automatically included in the move

– This is so as not break the WSDL/BO binding



Advance Artifact Refactoring Example 1

2. In Process App,

Insurance AIS and

Claim BO

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1. Insurance WSDL physically includes

Claim BO. Insurance

AIS authored using

Insurance WSDL

3. Moving BO only to a

Toolkit


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4. AIS will be moved with the BO because the BO cannot be moved without moving the WSDL

5. New destination

Toolkit snapshot created and added

7. AIS must be reimplemented (impl. was not moved!)

6. AIS. WSDL and BO have all been moved now reside in the

Toolkit. The PA now references the Toolkit


34


Example 2

 Scenario

– Process App includes 2 BOs and an AIS

– AIS uses the BOs and is implemented in PD

– We move one of the BOs to a Toolkit

 Refactoring Actions

– Toolkit is snapshot

– Process App is updated to reference the toolkit

– In PD (upon Refresh) the Library in the Toolkit is automatically included in the Process App module


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1. AIS references two BOs defines in this Process

App

3. Move Customer

BO to a Toolkit

2. ID shows in the

Library: the two

BOs, Implemented

AIS, and the AIS interface




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3. Toolkit got snapshoted, Toolkit reference added to the Process App

4. Customer

BO is no in the

Toolkit

6. Toolkit referenced by the Process App

5. Customer BO is now in the Toolkit Library

7. Toolkit’s Library now referenced by the

Process App Module



IBM Case Manager Integration with IBM BPM

 Integration of cases (hosted by IBM Case Manager) with business processes (hosted by IBM BPM)

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The existing WPS 7.0 integration with ICM 5.0 (Case Task calling BPEL Process) remains supported and unchanged



Two IBM Case Manager Interaction Patterns

1. Business Analyst (ICM role) – uses IBM Case Manager

– Case Tasks are “implemented” in the Case Builder task editor

- Case Tasks that execute as a business process can be implemented in IBM

BPM

- A case definition is stored in a Filenet repository

– Requires ICM to be configured and connected to Process Center

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2. Business Programmer (BPM role) - uses Process Designer

– Four interaction patterns exist

Create new case

Search for exiting cases

Retrieve properties of an exiting case

Updating properties of an exiting case

– Requires that ICM Server be configured in Process Designer


39


Pattern 1: Add a BPM Process as Case Task

Implementation

BPDs available for re-use


40


Pattern 1: Map Case Properties to BPM Process

Variables

Mapping between the case variables and the BPD variables


41


Pattern 2: Authoring an ICM Integration Service

2

1

3

0

7

4

6

5


42


IBM Case Manager Integrated Inbox

 Users who need to work with IBM BPM 7.5.1 (Human Tasks and

Human Services) and IBM CM 5.1 Cases have a single consistent interface – Business Space

 The inboxes and can display and edit work

– IBM BPM (Human Workflow with BPDs, BPEL with Human Tasks)

- IBM BPM Inbox widgets

- IBM BPM Human Task Management widgets

– IBM CM (Cases)

- ICM Case Management widgets



IBM Case Manager Integrated Inbox

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The user, (in this case an ICM user) does not need to know the origin of a work item.

Tasks from different runtimes all federated in a single in-box widget


44


Different Editors Used to Open the Tasks (ICM)

Clicking an ICM task opens it in ICM task widget


45


Different Editors Used to Open the Tasks (BPEL)

Clicking “BPEL”

Human Task opens it in a “BPEL” Human

Task widget


46


Different Editors Used to Open the Tasks (BPD)

Clicking “BPD”

Human Task opens the Coach


47


SameTime Integration with Business Space

 Ability to interact with a task owner via Same Time

 Same Time integration requires installation and configuration

Check Same Time availability of a task owner status

Available Same

Time actions

Launch a Same

Time chat session


48


Agenda









 Process Portal



Clustered Process Server UTE Setup Enhancements

49

 The default Server configuration in ID now properly sets the ports of a clustered

ND-based Process

Server or Process

Center

ID: Server Settings

 In 7.5 the port was incorrectly pointing to

9080 instead and had to be set manually

Admin Console:

Deployment

Manager Settings


50


Dynamic Service Lookup Pattern

 Enables migration to IBM BPM 7.5.1 from WDPE and WBSF

 WDPE and WBSF key adopter was Telecom Industry

Endpoint selection policies

Composite

Business Service

Fabric programming model


51


Dynamic Service Lookup Pattern

 A dynamic router pattern enables the rules based selection and routing of endpoints based on an inbound message

 Uses business rules to determine the appropriate endpoint selection and routing

Rule-based endpoint selection pattern


52


Dynamic Service Lookup Pattern: Generated Code

Based on the input

Pattern Wizard generates code



Dynamic Service Lookup Pattern: Complete Solution

Business Rule:

Decision Table

53

BPEL:

1. Set Business Rule input (Assign)

2. Invoke Business Rule to get EP

3. Set EP (assign)

4. Invoke EP

DSL Pattern generated all code. Code that need to be written:

1. Rule logic

2. Fault Assign statement in BPEL



Indicated a Stopped Activity in Test Client

 When a BPEL activity is stopped due to a runtime error the Stopped state is indicated in Integration test Client

 User can then use BPC Explorer to fix and restart the stopped activity

 To be in Stopped state after unhandled fault Activity must have this setting:

54

10/5/11 12:51:43:218 EDT] 00000644 ProcessEngine I CWWBE0057I: Activity 'Snippet1' of processes

'_PI:90030132.d4ff6ed5.feffff80.96c500ef' has been stopped because of an unhandled failure. com.ibm.bpe.api.RuntimeFaultException: CWWBE0003E: A runtime fault was returned by the implementation of activity 'Snippet1‘. java.lang.ArithmeticException: divide by zero


55


Environment Variables in Test Client

 Use of environment variables to pass values to tested components from:

– WAS properties $WAS{WAS_INSTALL_ROOT}

– JVM properties $JVM{file.encoding}

– Test Client variables ${MY_VAR}

– JSP parameters: http://BPM:9080/TestWeb/TestServlet?PORT=9080

 Enables the test cases to be configurable to different runtime environments with no need to modify or create a Test Case for each environment


56


Environment Variables in Test Client


57


Support for MTOM Attachments in WS Bindings

 Since SOAP uses XML, any binary data in the SOAP message will have to be encoded as text.

 This is usually done using Base64 encoding which increases the size of the binary data by 33%.

 MTOM provides a way to send the binary data in its original binary form, avoiding any increase in size due to encoding it in text

 Supported the following WS Export transport protocols



MTOM Attachments WS Example

Get Photo service interface

MTOM requires base64Binary

Implementation with SOAP

1.1/HTTP export

58

MTOM is enabled

Use encoding if size larger than 1K © 2011 IBM Corporation

59


Meaningful Validation and Deployment Errors

Cryptic error message in 7.5

Error message suggests how to fix the deploy issue: Assign

• Activity not implemented

• No Partner Link defined


60


Delta Deploy and Faster Full Deploy

 New Delta Deploy

– New feature to speed up iterative development in Integration Designer

– This delta deploy is always from the tip

 Faster Full Deploy

– Faster especially when multiple toolkits with multiple modules and librates are involved

 This significantly improves productivity in Integration Designer

– In previous versions every time a developers deployed or saved changes in Process Center, it resulted in un-deploy followed by a full deploy

– 3x better on standalone, and much more in a clustered ND environment


61


Agenda









 Process Portal


62


Business Space Security

 If the server is already behind firewall use of http may be preferable to https

 Toggle between http/https for Business Space

– Scripts avilable:

- wsadmin -lang jython -user user_name -password password -f configBSpaceTransport.py -allowhttp

- wsadmin -lang jython -user user_name -password password -f configBSpaceTransport.py -httpsonly


63


Secure Deployment to Off-Line Server

 Define who is authorized to deploy Process Apps to offline server

– Add to 100custom.xml

and adding the tag the security group name that is authorized to do offline deploy

 Error message is shown if the deployer does not have the right authority


64


SI Bus Security for IBM BPM Runtime

 The messaging engines underlying the IBM Process Server and

Performance Data Warehouse for IBM Business Process Manager are now secured out of the box

 In the past users were required to follow this complex set of instructions to secure these buses

– http://www-01.ibm.com/support/docview.wss?uid=swg21499518


65


Fine Grained Security per Process App

 Applies to: REST API, Process Portal, Process Inspector

– For example:

- Abort, suspend, resume, change, due date and move token

 Need to change Process App Settings

– In 7.5 this required editing custom100.xml


66


Fine Grained Security Example

User tw_user not permitted to

•Change Due Date

•Terminate Instance

User admin is permitted!

Only user admin belongs to PortalAdminGroup


67


Command Scripts for Process Application Admin

 New wsadmin based command line administration activities:

– Process App activate, deactivate, deploy and un-deploy, show details of a snapshot

– List of process applications, list of servers details of a server etc.

 Info Center show all available commands with syntax and examples


68


Process Inspector



In 7.5, for an offline Process Server environment, it is not possible to use the process inspector functionality for troubleshooting issues.

 In 7.5.1 a new Process Inspector is included in the Process Admin Console

 It provides visibility and management capabilities of process instances running on a process server



Process Status Summary shows process instances count and Process Apps health



Process Instance Search Capabilities

69

Process instance search capabilities:

•Text

•Instance Status

•Process App

•Owner of a task

•Date range


70


Actions Available on Failed Instances

Actions

Examine reason for instance failure


71


Display Parallel Sub-process and Tasks


72


Relationship to Diagrams in PD

Process and Sub

Process in Process

Designer


73


Fire Timer

Fire the

Timer!

“First Activity” in

Process Designer


74


Edit Data, Save, Rerun Instance

1. Failed step

3. Step completed successfully!

2. Or change the data (retry is automatic)Retry failed step

2. Retry failed step


75


Reassign or Change Task Priority


76


Bulk Action Capabilities

Actions that can be applied to all selected instances


77


Orphaned Tokens

 An orphaned token is a pointer associated to an activity, that was removed from a BPD (Process Claim step below)

 If we install v2 and migrate in-flight instance with token #4 that token will be orphaned in v2 of the


78


Creating Orphaned Tokens

0. Before snapshot v2 was installed we had three instances in step 2 of the process

1. Install snapshot 2 with migration of instances from snapshot v1

2. After install of v2 and instance migration from v1 to v2 we have three instances with orphaned token


79


Creating Orphaned Tokens

Inspector shows three instances active instances, with orphaned tokens

We can now delete the orphaned tokens


80


Move, Delete Orphaned Token APIs

 This API is used to move an orphaned token to a defined step in the current BPD

– Movement of tokens to activities/steps within the current BPD diagram.

 Syntax

–

/rest/bpm/wle/process/<instanceID>?action=moveToken[&tokenId={<token

ID>}][&target={target step id}][&resume={false}]

 Security considerations:

– Specify roles that are allowed to perform the Move (tw_admins is the default)

– Enable ability to perform moves



Process Documentation

81

 Enables user that have no access to Process Designer to use

Process Center Admin console to see a Process App or

Toolkit snapshots

– All detail assets and their details (variable, UCAs, etc…)

– The change history of all assets

– All diagrams (BPD, Integration Service, Rule Service, etc…)

 Additionally

– Generate and print detailed reports

– Compare changes between tip and snapshots

– Ability to just type and search for assets


82


Process Documentation

Bread crumbs for drilling up and down

Search

Additional actions

Process App settings

All Process

App assets



Process Documentation: See Artifact Details

Bread crumbs for drilling up and down

BPD Details

83

Zoomable BPD

Diagram


84


Process Documentation: Print

 Print – print what you see  Generate Report – all information with

TOC and hyperlinks



Process Documentation: Compare

Compare Snapshots

85

Compare Branches

Select what to compare to another Snapshot or

Branch


86


Agenda











Delete Process App or Toolkit

87

 The process application or toolkit has to be archived, before it can be deleted

 All references to toolkits must be removed to enable delete

 Deleting the Process App will

– Delete all the snapshots

– Delete all instances.

– Undeploy all advanced artifacts


88


Delete Process App or Toolkit

Must be first

Archived

Delete Process App link appears for Archived

Process Apps

Delete will delete all instances and undeploy the

Advanced artifacts


89


Process Center Usability Enhancements

 Enhanced filtering in Process center provides better search

 Sort by acronym


90


Snapshot and Tip Commands

 Actions that do not “move” are now shown on drop-down menu

 Install and Export actions are shown on right hand side

Note the terminology changes!

Tip > Current

Deploy > Install


91


Process App Deploy Command Detects Mixed Content

 It is possible to created Advanced Process App deployment package when targeting Standard Server

 An explicit error message is now generated if a Process App with

Advanced content is deployed to Standard Process Server


92


Agenda









 Process Portal



WebSphere Adapters Enhancements

93

 All Adapters

– Improved monitoring in SAP, Siebel, Peoplesoft & JDE Adapters for tracing of connectivity status

 SAP Adapter

– Accelerated processing of IDocs using the SAP IDoc Library

– Consistency in schemas generated for BAPIs regardless of BOR-driven metadata discovery or RFC-driven metadata discovery

 Lotus Domino

– Improved performance for the 'retrieveAll' outbound operation using full-text indexed search

 FTP Adapter

– Securing connectivity to SFTP server with FTP adapter by introducing the ability to use both the authentication mechanisms of host key and password simultaneously


94


Agenda









 Process Portal


95


Monitoring of BPMN 2.0

 All new BPMN2.0 now emit events and the new BPMN2.0 constructs are supported in Monitor Model generation in Integration

Designer

 Custom monitor model in Integration Designer will now have the ability to use and program the process SVG diagrams


96


New SVG Process Diagram in Monitor Toolkit

BPD in Process

Designer

Generated SVG

Diagram in

Monitor Toolkit


97


New SVG Process Diagram in Business Space

BPD in Process

Designer

Generated SVG

Diagram in

Business Space


98


Ability to Animate the SVG Diagram in Mon Toolkit



Support for Cognos 10.1.1



Usage simplicity and visualization

– Enhanced visualization in IBM Cognos Business

Insight with the ability to display the content pane on the left or right, swap rows and columns to see an alternative view of the data, and resize charts.

– Greater business authoring flexibility in IBM Cognos

Business Insight Advanced with the ability to start in design view or preview mode, name report parts so they can be searched in IBM Cognos Business

Insight, create custom groups, section data, and filtering and sorting on non-layout items.

 Mobile application for the Apple iPad

– Interactive native iPad application that enables mobile consumption of active report and HTML

Studio reports.

– Users can leverage and interact with existing business intelligence (BI) content while connected or disconnected.

99

More info: http://www.ibm.com/common/ssi/cgibin/ssialias?infotype=AN&subtype=CA&htmlfid=897/ENUS2

11-318

 Faster queries and interactivity

– Expanded dynamic query support to include IBM

Cognos TM1®, IBM Cognos Real-time Monitoring,

SAP BW, and Microsoft® SQL Server Analysis

Services.

– Dynamic query mode for OLAP over relational models and relational data sources for IBM DB2®,

IBM DB2 z/OS®, Netezza, Oracle, Microsoft SQL

Server, and Teradata.

– Support for text in crosstabs.

– 64-bit report server for dynamic query for use with dynamic query mode reports.

 Leaner content store with content archiving

– Archive saved report output content in an external repository to reduce content in the content store, and adhere to regulatory compliance.

– View archived content from IBM Cognos Connection and search archived content using indexed search.

– IBM Cognos Business Intelligence archiving uses the Content Management Interoperability Services

(CMIS) specification, which is new to IBM FileNet®

Content Manager V5.0.


100

IBM Business Process Management iPad Dashboards

 Experience the full Business Space from Safari on your iPad (in fact, any iOS device

– iPad is the one with reasonable screen real estate

 All of the Monitor widgets work

– Except for KPI history/prediction (which depends on Adobe technology not supported on iOS).


101


Improved Error Handling – Failed Events

 Changes to the "error queue" to better handle large volumes

(hundreds of thousands) of failed events,

– i.e. faster resubmission, etc., (resolves a big source of PMRs)


102


Show Instances Support from Cognos Reports

 Cognos Report Viewer widget can wired to the Instances widget

– Shows just the instances that match the current drill-down level of the report.

 Similar to what was available with Alpha Blocks implementation in v.7.0

 Introduced in 7.5.0.1


103


Show Instances Support from Cognos Reports

1. From the pop-up menu on the Gerlad

Mnder bar select

Show Instances

2. Instances widget shows only the instances where Loan Officer is

Gerlad Mnder


104


Agenda









 Process Portal



Upgrade Installation of 7.5, 7.5.0.x to 7.5.1

105

 Upgrade procedure

– Stop servers

– Back up the configuration

– Use Installation Manager’s Update

- If connected use the live repositories (do nothing)

- If not connected, download update repositories and point IM to these repositories

 Silent installation is also available using IM Command Line Interface (CLI)

 Existing profiles are automatically updated during refresh pack installation

– Manual step

- Update the Process Server database to make the 7.5.1 schema changes

– BPM\Lombardi\tools\upgrade_7x.bat -profileName <profile_name>

– BPM/Lombardi/tools/upgrade_7x.sh -profileName <profile_name>


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New Install Option – Silent IM Command Line

 Most functions of Install Manager available without IM GUI

– Install, Update, Uninstall

 Meant for users who need to use silent install but do not want to use to use a response file.

 Command line query to see what is installed

 Documentation:

– http://publib.boulder.ibm.com/infocenter/install/v1r5/index.jsp?topic=%2Fcom.ibm.cic.com

mandline.doc%2Ftopics%2Fr_tools_imcl.html


107


Install Prerequisite Checks

 Launchpad prerequisite check

– i.e. missing 32-bit GTK Library

 Disk Space check accounts for the size of locally created database tables


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Process Server Install – PC Connection

 Option to provide username and password for process center when creating process server profile

 Ability to test connection to

PC

 Available in both PMT and

Process Server Launchpad


109


SQL Server Support for Windows Authentication

 Use windows authentication for

SQL server

 Available in PMT and Launchpad install



IM Installer Profile Creation Failure

 Profile creation failure does not roll back the entire install

– Warning message is shown

– Pointing to the install log file

110

 User can correct the profile install failure and use the PMT tool or manageprofiles command to re-create the profile


111


Install IBM Support Assistant Lite

 Option to install IBM Support

Assistant Lite

 ISA Lite:

– http://www-

01.ibm.com/support/docview.wss

?uid=swg27015867


112


New Command to Configure ND Environment

 configureNode command helps to configure typical network deployment environment

– It can be used instead of using the Profile Management Tool and deployment environment wizard or the manageprofiles and wsadmin commands

 Creating the deployment environment using the configureNode command

– You can use the configureNode command to create a typical network deployment environment.

 Extending the deployment environment using the configureNode command

– After you have created a deployment environment using the configureNode command, you can run the command at a later time to extend the deployment environment.


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Migration

 Enabled support for Version 2 Version migration for WPS (61x, 62x and

700) versions

 Enabled support for WLE (6x,7x) versions migration

 Enabled in-place upgrade for BPM 750 version

 Performance improvements for large TWX file imports

 Performance improvements in BPD instances transforms during database upgrade process.



Key Deprecations/Removals

Deprecation/Removal Description Recommended action

Visual Mining NetCharts Pro charting engine The Visual Mining NetCharts Pro charting engine is deprecated in IBM Business Process

Use the ILOG JViews Chart charting engine.

Manager V7.5. The ILOG JViews Chart charting engine has been added to IBM

Business Process Manager V7.5.

Human Workflow Diagram widget This widget is superseded by the Process

Information widget.

IBM Business Process Choreographer

Explorer reporting function

Replace the Human Workflow Diagram widget with the Process Information widget. You can use the same wiring and configure the Process

Information widget to only enable the diagram mode.

Use custom code or use the IBM Business

Monitor.

Common Base Event format

Configuring a deployment environment while creating a deployment manager or custom profile using the Profile Management tool and manageprofiles command line utility

The IBM Business Process Choreographer

Explorer reporting function is deprecated in

IBM Business Process Manager V7.5.

•The following two Common Base Event formats are deprecated in IBM Business

Process Manager V7.5: 6.0.2 format (legacy

XML)

•Legacy hexBinary

•The following Common Base Event loggers are also deprecated for v7.5:

WBILocationMonitor.LOG

•WBILocationMonitor.CEI

The option to configure a deployment environment while creating a deployment manager or custom profile is removed in IBM


Use formats 6.1, 6.2 and 7.0.

Use the administration console wizard or equivalent AdminTask APIs.

Configuring a custom deployment environment The ability to configure a custom deployment using the Deployment Environment wizard environment using the Deployment

Environment wizard is removed in IBM


To configure a custom deployment environment, configure each application server cluster (and product component) individually using their associated console panels.

114


115


Agenda









 Process Portal


116


Process Diagram in Process Portal

 BPMN2 Support

– Show exactly the same diagram as seen in Process Designer

– Except

- Show linked Sub-processes in breadcrumbs

- Do not show comment activity

 Significantly faster performance

 Usability improvements


117


BPMN2 Support: Drill into Sub-process


118


BPMN2 Support: Usability Improvements

User Validation


119


BPMN2 Support: Usability Improvements


120


Critical Path Analysis Supports BPMN2


121


Coach Toolbar Preview

 The Coach toolbar is a Process Portal feature that is available in Coaches

– Promotes team collaboration on task instances in Process Portal.

– Same Time integration via shared LDAP (between ST sever and BPM)

 Limitations

– Sample enhancement to the Coach user interface and is provided as-is, strictly for early customer feedback.

– Intended for proof-of-concept only and should not be used in production environments.

 Installation:

– Must be explicitly installed to be available


122


Displaying / Hiding the Toolbar

Hidden until you click OPEN

Click here to CLOSE



Stream

123

The audit report contains a history system generated events: what transpired to achieve a completed state, including who made changes, date and time stamps of changes, old and new values, and the steps or activities in the process at which changes occurred.

You can post comments on any non system-generated events, attach files, and share links to the task instance stream.



Experts

Experienced users are selected by the system based on the number of same task types they have completed. For example, here, three previously completed this task!

Recommended experts are users who have been manually defined in the system for specific task types.

To define a list of experts use

Process Designer and create a participant group for each activity type using a specific naming convention:

<task name>_Experts

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Sametime Connect user presence information. When a user is online, you can click Chat to initiate a chat directly from the pop-up window.


125


Getting Help

User request help from an expert

Reply form the expert user shows up in the Stream

The expert user logs into the portal and sees the help request


126


Edit Profile

Edit your profile to update the contact information and photo avatar that is displayed.


127


Participants

See the participating team members from an interactive process diagram.


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Links

 Detailed hardware and software requirements:

– http://www-01.ibm.com/support/docview.wss?uid=swg21566958

 IBM BPM 7.5.1 Announcement

– http://www-01.ibm.com/common/ssi/cgibin/ssialias?infotype=AN&subtype=CA&htmlfid=897/ENUS211-359&appname=USN

 IBM Business Monitor 7.5.1 Announcement

– http://www-01.ibm.com/common/ssi/cgibin/ssialias?infotype=an&subtype=ca&htmlfid=897/ENUS211-

434&appname=isource&language=enus



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