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IBM Business Process Management

What’s New in BPM 7.5.1 IBM Business Process Manager 7.5.1IBM Business Monitor 7.5.1

What’s New? IBM BPM v7.5.1 includes:

Improve processes for better business outcomesIBM Business Process Manager v7.5.1

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

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

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,

– 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)

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

SOE – IBM BPM 7.5.1 Tools

IBM Process Designer Operating systems

– Microsoft Windows XP, Vista, and Windows 7

IBM Integration Designer Operating systems

– RedHat Enterprise Linux 5 and 6 (x86)

– SUSE Linux Enterprise Server 10 and 11 (x86)

– Microsoft Windows XP, Vista, and Windows 7

SOE – IBM Business Monitor 7.5.1

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

– Oracle Database 11g Enterprise or Standard Release 1

– Oracle Database 11g Enterprise or Standard Release 2

Browsers: – Microsoft Internet Explorer 7, or later

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

– Dojo 1.6

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)

Agenda

Process Portal

New BPMN 2.0 Constructs

Sub-process

Message events

Event sub-processes

Event gateway

Message Events

Message Start

– Used to trigger a process or event Sub Process.

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

Message Send

– Used in a process to send asynchronously a message

– Corresponds to matching and correlated Message Receive event

Message End

– Sends a message upon completion of a process instance

Message Receive

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

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)

– Message (optionally can interrupt parent process)

– Timer (optionally can interrupt parent process)

Double click to open Sub Process implementation

Broken line means non-interruptible

Event Sub-process Implementation

When the timer expires start sub-process, but DO NOT interrupt the parent

Sub-process implementation

Bread crumbs

Do not interrupt the parent

Sub-process Variables

Sub-process has access to parents variables

Sub-process has no input/output variables

Event Gateway

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

New Look and Feel Conforming to BPMN2 Standard

Multiple events can be attached

Pre-Post Assignment defined

Conditional activity execution

New Look and Feel Conforming to BPMN2 Standard

Icon reflects task type

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

This is the event to start sub-process

Dotted line on event indicates interruptible

Dotted line on task indicates event sub-process

This is a linked sub-process – notice the dark borderNo breadcrumbs when you open

Sub-process has drill-down icon

New Editor Look and Feel

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…

Simplified palette

Inline editing

No Pool

Defining Activity Type

From Implementation Tab

In Activity Wizard

New Consolidated Process App Settings Page

Automatically opened when PA is opened

Cannot be closed

Combines information previously exposed in different places

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

Process App Settings: Environment and Servers Tabs

Use server type sensitive Environment Variables in your Process App

Define servers used for Integration Service implementations

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

BPMN2 Export /Import from Blueworks Live

Milestones

Participant Group

Advanced Integration Services

Sub-process

Participant Group

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

IFW BPMN Artifacts Tagging

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

Rational Rational System System

ArchitectArchitect

Rational Rational Software Software ArchitectArchitect

WebSphere WebSphere Business Business CompassCompass

WebSphere WebSphere Business Business ModelerModeler

Blueworks LiveBlueworks Live

IBM BPMIBM BPM

Exchange is via Process Center

BPMN 2 FormatBPMN 2 Format

Business Modeler imports BPMN 2 models via Business Compass

11.4.111.4.1

8.0.38.0.3

7.0.0.47.0.0.47.0.0.47.0.0.4

7.5.17.5.1

TodayToday

IFWIFW 8.4.08.4.0

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

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

Emulation turned off

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

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…

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

1. Insurance WSDL physically includes Claim BO. Insurance AIS authored using Insurance WSDL

2. In Process App, Insurance AIS and Claim BO

3. Moving BO only to a Toolkit

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

6. AIS. WSDL and BO have all been moved now reside in the Toolkit. The PA now references the Toolkit

7. AIS must be re-implemented (impl. was not moved!)

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

1. AIS references two BOs defines in this Process App

2. ID shows in the Library: the two BOs, Implemented AIS, and the AIS interface

3. Move Customer BO to a Toolkit

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

4. Customer BO is no in the Toolkit

5. Customer BO is now in the Toolkit Library

7. Toolkit’s Library now referenced by the Process App Module

6. Toolkit referenced by the Process App

IBM Case Manager Integration with IBM BPM

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

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

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

Pattern 1: Add a BPM Process as Case Task Implementation

BPDs available for re-use

Pattern 1: Map Case Properties to BPM Process Variables

Mapping between the case variables and the BPD variables

Pattern 2: Authoring an ICM Integration Service

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

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

Different Editors Used to Open the Tasks (ICM)

Clicking an ICM task opens it in ICM task widget

Different Editors Used to Open the Tasks (BPEL)

Clicking “BPEL” Human Task opens it in a “BPEL” Human Task widget

Different Editors Used to Open the Tasks (BPD)

Clicking “BPD” Human Task opens the Coach

SameTime Integration with Business Space

Ability to interact with a task owner via Same Time

Same Time integration requires installation and configurationCheck Same Time availability of a task owner status

Available Same Time actions

Launch a Same Time chat session

Agenda

Process Portal

Clustered Process Server UTE Setup Enhancements

The default Server configuration in ID now properly sets the ports of a clustered ND-based Process Server or Process Center

In 7.5 the port was incorrectly pointing to 9080 instead and had to be set manually

Admin Console: Deployment Manager Settings

ID: Server Settings

Dynamic Service Lookup Pattern

Enables migration to IBM BPM 7.5.1 from WDPE and WBSF

WDPE and WBSF key adopter was Telecom Industry

Fabric programming model

Composite Business Service

Endpoint selection policies

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

Dynamic Service Lookup Pattern: Generated Code

Based on the input Pattern Wizard generates code

Dynamic Service Lookup Pattern: Complete Solution

Business Rule: Decision Table

BPEL: 1.Set Business Rule input (Assign)2.Invoke Business Rule to get EP3.Set EP (assign)4.Invoke EP

DSL Pattern generated all code. Code that need to be written:1.Rule logic2.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:

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

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

Environment Variables in Test Client

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 ExampleGet Photo service interface

MTOM requires base64Binary

Implementation with SOAP 1.1/HTTP export

MTOM is enabled

Use encoding if size larger than 1K

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

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

Agenda

Process Portal

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

Secure Deployment to Off-Line Server

Define who is authorized to deploy Process Apps to offline server

–Add to100custom.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

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

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

Fine Grained Security Example

User tw_user not permitted to•Change Due Date•Terminate Instance

Only user admin belongs to PortalAdminGroup

User admin is permitted!

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

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

Process instance search capabilities: •Text•Instance Status•Process App•Owner of a task•Date range

Actions Available on Failed Instances

Examine reason for instance failure

Actions

Display Parallel Sub-process and Tasks

Relationship to Diagrams in PD

Process and Sub Process in Process Designer

Fire Timer

Fire the Timer!

“First Activity” in Process Designer

Edit Data, Save, Rerun Instance

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

1. Failed step2. Retry failed step

3. Step completed successfully!

Reassign or Change Task Priority

Bulk Action Capabilities

Actions that can be applied to all selected instances

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

Creating Orphaned Tokens

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

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

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

Creating Orphaned Tokens

We can now delete the orphaned tokens

Inspector shows three instances active instances, with orphaned tokens

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

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

Process DocumentationSearch

Bread crumbs for drilling up and down

Additional actions

Process App settings

All Process App assets

Process Documentation: See Artifact Details

Bread crumbs for drilling up and down

Zoomable BPD Diagram

BPD Details

Process Documentation: Print

Print – print what you see Generate Report – all information with TOC and hyperlinks

Process Documentation: Compare

Select what to compare to another Snapshot or Branch

Compare Snapshots

Compare Branches

Agenda

Delete Process App or Toolkit

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

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

Process Center Usability Enhancements

Enhanced filtering in Process center provides better search

Sort by acronym

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 > CurrentDeploy > Install

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

Agenda

Process Portal

WebSphere Adapters Enhancements

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

Agenda

Process Portal

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

New SVG Process Diagram in Monitor Toolkit

Generated SVG Diagram in Monitor Toolkit

BPD in Process Designer

New SVG Process Diagram in Business Space

Generated SVG Diagram in Business Space

BPD in Process Designer

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.

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.

More info: http://www.ibm.com/common/ssi/cgi-bin/ssialias?infotype=AN&subtype=CA&htmlfid=897/ENUS211-318

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).

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)

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

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

Agenda

Process Portal

Upgrade Installation of 7.5, 7.5.0.x to 7.5.1

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>

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.commandline.doc%2Ftopics%2Fr_tools_imcl.html

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

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

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

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

Install IBM Support Assistant Lite

Option to install IBM Support Assistant Lite

ISA Lite:

–http://www-01.ibm.com/support/docview.wss?uid=swg27015867

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.

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/RemovalsDeprecation/Removal Description Recommended actionVisual Mining NetCharts Pro charting engine The Visual Mining NetCharts Pro charting

engine is deprecated in IBM Business Process Manager V7.5. The ILOG JViews Chart charting engine has been added to IBM Business Process Manager V7.5.

Use the ILOG JViews Chart charting engine.

Human Workflow Diagram widget This widget is superseded by the Process Information widget.

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.

IBM Business Process Choreographer Explorer reporting function

The IBM Business Process Choreographer Explorer reporting function is deprecated in IBM Business Process Manager V7.5.

Use custom code or use the IBM Business Monitor.

Common Base Event format •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

Use formats 6.1, 6.2 and 7.0.

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

The option to configure a deployment environment while creating a deployment manager or custom profile is removed in IBM Business Process Manager V7.5.

Use the administration console wizard or equivalent AdminTask APIs.

Configuring a custom deployment environment using the Deployment Environment wizard

The ability to configure a custom deployment environment using the Deployment Environment wizard is removed in IBM Business Process Manager V7.5.

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

Agenda

Process Portal

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

BPMN2 Support: Drill into Sub-process

BPMN2 Support: Usability Improvements

User Validation

BPMN2 Support: Usability Improvements

Critical Path Analysis Supports BPMN2

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

Displaying / Hiding the Toolbar

Hidden until you click OPEN

Click here to CLOSE

Stream

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

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

Getting Help

User request help from an expert

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

Reply form the expert user shows up in the Stream

Edit Profile

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

Participants

See the participating team members from an interactive process diagram.

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/cgi-bin/ssialias?infotype=AN&subtype=CA&htmlfid=8

97/ENUS211-359&appname=USN

IBM Business Monitor 7.5.1 Announcement– http://www-01.ibm.com/common/ssi/cgi-bin/ssialias?infotype=an&subtype=ca&htmlfid=89

7/ENUS211-434&appname=isource&language=enus

Thank YouMerci

Grazie

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