wb8081-vb8081xstud.pdf

Process Implementing with IBM Business Process Manager Standard V8.5 - I (Course code WB808 / VB808)

Student ExercisesERC 1.0

WebSphere Education

V8.1

cover

Front cover

Student Exercises

TrademarksIBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide.The following are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide:DB2 HACMP System iSystem p System x System zJuly 2013 editionThe information contained in this document has not been submitted to any formal IBM test and is distributed on an as is basis without any warranty either express or implied. The use of this information or the implementation of any of these techniques is a customer responsibility and depends on the customers ability to evaluate and integrate them into the customers operational environment. While each item may have been reviewed by IBM for accuracy in a specific situation, there is no guarantee that the same or similar results will result elsewhere. Customers attempting to adapt these techniques to their own environments do so at their own risk.

Copyright International Business Machines Corporation 2013.This document may not be reproduced in whole or in part without the prior written permission of IBM.US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Windows is a trademark of Microsoft Corporation in the United States, other countries, or both.Linux is a trademark of Linus Torvalds in the United States, other countries, or both.Other product and service names might be trademarks of IBM or other companies.

Student ExercisesV8.1

TOC Copyright IBM Corp. 2013 Contents iii

ContentsTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Exercises description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Exercise 1. Creating a process application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Part 1: Start IBM Business Process Manager and IBM Process Designer . . . . . . 1-3Part 2: Create a process application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Exercise 2. Creating a business process definition . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Part 1: Create a business process definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Part 2: The default business process definition (BPD) . . . . . . . . . . . . . . . . . . . . . . 2-3

Exercise 3. Modeling teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Exercise 4. Modeling task-type activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Part 1: Add phases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Part 2: Add the activities to the team lanes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Exercise 5. Creating nested processes and decomposing the business process workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Part 1: Create a nested process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Part 2: Attach the linked process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7

Exercise 6. Modeling gateways in a BPD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Part 1: Create gateways for parent process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Part 2: Create another gateway that is called Is Request Approved? . . . . . . . . . . 6-8Part 3: Create gateways for the nested process . . . . . . . . . . . . . . . . . . . . . . . . . 6-12Part 4: Create another gateway that is called Is Salary Acceptable? . . . . . . . . . . 6-16Part 5: Create another gateway that is called Resubmit Salary? . . . . . . . . . . . . . 6-18Part 6: Add End Cancel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20

Exercise 7. Modeling timer intermediate events . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Exercise 8. Validating the process model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1Part 1: Verify the process model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Part 2: Add new process requirements to the BPD . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Exercise 9. Creating a toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Exercise 10. Creating playback 1 assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1Part 1: Create process variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3Part 2: Implement intermediate timer events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8Part 3: Implement gateways . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9Part 4: Implement routing for an activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

Exercise 11. Conducting playback 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-1iv BPM Process Implementing Copyright IBM Corp. 2013

Exercise 12. Creating and implementing a coach service . . . . . . . . . . . . . . . . . . .12-1Part 1: Build variables and business objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3Part 2: Create a human service and define variables . . . . . . . . . . . . . . . . . . . . 12-11Part 3: Create a Hiring Form coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-21Part 4: Create a human service for the Approve New Hire Request activity . . . 12-34Part 5: Add a service to an activity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-37

Exercise 13. Creating a snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-1

Exercise 14. Creating playback 3 assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14-1Part 1: Create a decision service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2Part 2: Implement a message start event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-10Part 3: Apply asset tagging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-17Part 4: Create a service to query a database and populate a list . . . . . . . . . . . 14-21

Exercise 15. Enhancing a coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15-1Part 1: Group controls into tabs on a coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3Part 2: Change an input to a single select on a coach . . . . . . . . . . . . . . . . . . . . 15-6Part 3: Add dynamic dependent visibility to a coach . . . . . . . . . . . . . . . . . . . . . 15-13Part 4: Change the appearance of the coach . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15

Exercise 16. Creating error handling for a service . . . . . . . . . . . . . . . . . . . . . . . . .16-1

Appendix A. Conducting playbacks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1Part 1: Playback 0: Capture, describe, and model the process . . . . . . . . . . . . . . . A-5Part 2: Playback 1: Process flow data implementation . . . . . . . . . . . . . . . . . . . . . A-6Part 3: Conduct playback 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7Part 4: Conduct playback 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-11Part 5: Conduct playback 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16Part 6: Conduct playback 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-19

Appendix B. Data dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1Part 1: Departments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2Part 2: Divisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2Part 3: JobLevels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2Part 4: Positions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4Part 5: IncidentCategory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4Part 6: IncidentType . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4

Appendix C. Challenge exercise . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C-1

Appendix D. Service types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


TMK Copyright IBM Corp. 2013 Trademarks v

TrademarksThe reader should recognize that the following terms, which appear in the content of this training document, are official trademarks of IBM or other companies: IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide.The following are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide:

Windows is a trademark of Microsoft Corporation in the United States, other countries, or both.Linux is a trademark of Linus Torvalds in the United States, other countries, or both.Other product and service names might be trademarks of IBM or other companies.

DB2 HACMP System iSystem p System x System zCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercisesvi BPM Process Implementing Copyright IBM Corp. 2013

Course materials may not be reproduced in whole or in part

without the prior written permission of IBM.


pref Copyright IBM Corp. 2013 Exercises description vii

Exercises descriptionThis course includes the following exercises: Exercise 1: Creating a process application Exercise 2: Creating a business process definition Exercise 3: Modeling teams Exercise 4: Modeling task-type activities Exercise 5: Creating nested processes and decomposing the

business process workflow Exercise 6: Modeling gateways in a BPD Exercise 7: Modeling timer intermediate events Exercise 8: Validating the process model Exercise 9: Creating a toolkit Exercise 10: Creating playback 1 assets Exercise 11: Conducting playback 1 Exercise 12: Creating and implementing a coach service Exercise 13: Creating a snapshot Exercise 14: Creating playback 3 assets Exercise 15: Enhancing a coach Exercise 16: Creating error handling for a serviceIn the exercise instructions, a line prefixes each step. You can check off each step as you complete it to track your progress.Most exercises include required sections, which must always be completed. These sections might be required before starting later exercises. Some exercises also include optional sections that you can choose to do if you have sufficient time and want an extra challenge.The standard Exercise instructions section provides high-level instructions for the tasks that you do. You apply the knowledge that you gained in the unit presentation to do the exercise.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercisesviii BPM Process Implementing Copyright IBM Corp. 2013




EXempty Copyright IBM Corp. 2013 Exercise 1. Creating a process application 1-1

Exercise 1. Creating a process application

What this exercise is aboutThis exercise covers how to create a process application in the Process Center.

What you should be able to doAt the end of this exercise, you should be able to: Create a process application in the Process Center

IntroductionTo accomplish the task of creating a process model (BPD) in the IBM Process Designer, there must be a process application to contain the model. Using the Process Center, an author first creates a process application with all the appropriate information to enable creation of a process model or BPD.

RequirementsNoneCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

Exercise instructions1-2 BPM Process Implementing Copyright IBM Corp. 2013

Hiring Requisition processA company is experiencing rapid growth and must hire many people in a short amount of time. The process that you are going to examine and model is called the Hiring Requisition process. This process covers a new job position through submission, approval, and completion so applicants can apply for the job position.

Core requirements1.1 A Hiring Manager submits a hiring requisition to the HR Department. The request contains the following information:

Customer details: Requisition number Date of request Requester Date position available Job title Job description Job level Number of direct reports Division Department Salary to offer Bonus amount Hiring manager comments New position

2.1 If the answer to New position is Yes, the request is forwarded to a General Manager. After the General Manager receives the request, the General Manager indicates approval or disapproval.2.2 If the request is not approved, the General Manager specifies a reason and the request is closed. If the request is approved, a salary compliance check is conducted.2.3 The Hiring Manager is notified of the General Managers decision immediately after the General Manager approval step.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty 2.4 After the requisition is submitted, an automated system checks for salary compliance. If Copyright IBM Corp. 2013 Exercise 1. Creating a process application 1-3

the request meets salary compliance, the hiring request is automatically posted to the HR Positions database and made available for dissemination.2.5 When a request violates the established salary guidelines of the company, the HR Administrator can approve or reject the requested salary override.2.6 If the salary override is approved, the request is posted to the HR Positions database and made available for dissemination.2.7 If the HR Administrator rejects the requested salary, the HR Administrator must provide comments for the violation, add a proposed salary, and send the request back to the Hiring Manager who originated the request.2.8 When the Hiring Manager gets the request back because of a rejection, the Hiring Manager can negotiate an adjusted salary or can cancel the request. If the negotiation is successful, the request is resubmitted back to the same HR Administrator.2.9 All hiring requests must be added to the HR Positions database regardless of the disposition at the end of the process during a finalization activity.2.10 The HR Administrator has 4 hours to complete the review. If the review is not completed within 4 hours, an email is sent to the HR Administrator. The email notifies the HR Administrator of the missed deadline.

Part 1: Start IBM Business Process Manager and IBM Process Designer

Before you can start IBM Business Process Manager, three server configurations must be started. After logging on to the lab environment, start the Deployment Manager profile, the Node Agent profile, and the Deployment Environment.

Important

All three server configurations must be started in order, starting with the Deployment Manager profile; then the Node Agent profile, followed last by the Deployment Environment. To accomplish it quickly, IBM Business Process Manager provides a quick start routine to run the server start in order.

__ 1. Start the Process Center server.__ a. Click the Windows Start menu and then the All Programs option.__ b. Click the IBM folder.__ c. Click the Business Process Manager Standard 8.5 folder and then click the

Deployment Environments folder.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ d. Click the DmgrProfile folder and then click the ProcessCenter Quick Start 1-4 BPM Process Implementing Copyright IBM Corp. 2013

option.

__ e. In the IBM Business Process Manager Standard Quick Start browser window, click the Start the Process Center Deployment Environment link.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ f. In the cell credentials prompt, enter admin for the Username and Password. Copyright IBM Corp. 2013 Exercise 1. Creating a process application 1-5

Important

A command prompt window runs through a start of the Deployment Manager profile, Node Agent profile, and Deployment Environment. Allow the entire start to complete. It can take a few minutes, so make sure that you provide ample time for this initial start.

__ g. When the start routine is done, do as the command window prompts, and Press any key to continue...

__ h. The quick start browser window populates. It might take up to 30 minutes for the servers to fully engage. When the four sections are populated on the IBM Business Process Manager Standard Quick Start browser window (Deployment environment administration, Administration consoles & tools, Process application consoles & tools, and Documentation), the server is started.

__ i. Minimize the IBM Business Process Manager Standard Quick Start browser window so that you can use the page to access the Process Portal later in the exercises.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ 2. Start the IBM Process Designer.1-6 BPM Process Implementing Copyright IBM Corp. 2013

__ a. If IBM Process Designer is not already started on your computer, double-click the IBM Business Process Designer 8.5 icon on the desktop to start the application.

A loading screen and then a login screen are displayed.__ b. Enter we_author1 for the User Name and we_author01 for the Password. __ c. Click Login.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty When the Process Designer opens, close the Getting Started window (this window is Copyright IBM Corp. 2013 Exercise 1. Creating a process application 1-7

provided in the first time start) to go to the Process Center window, which displays the list of process applications that are available.

Now that everything is started and you are in the Process Center, you are ready to start your exercises. Each exercise shows step-by-step instructions that you can follow to complete the tasks. In IBM Process Designer, there are many different ways to complete modeling tasks. The step-by-step instructions show one way to accomplish these tasks in the exercises, and there are variable ways to accomplish the same thing.

Part 2: Create a process application

In this exercise, you create the first model of the hiring request process. A fundamental benefit of IBM Business Process Manager is that the process is always executable. At any time, you can press play to run the process, allowing you to iteratively uncover requirements and validate the implementation.The main point of this section is that you create a process quickly. Subsequent sections allow you to refine and extend your process, specifying more details as you progress.In the first exercise, you create a process application to hold your process. Then, in the following exercises, you create a basic business process definition with team lanes, start and end events, several activities, and a nested process.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

To accomplish the task of creating a process model (BPD) in the IBM Process Designer, 1-8 BPM Process Implementing Copyright IBM Corp. 2013

there must be a process application to contain the model. Using the Process Center, an author first creates a process application with all the appropriate information to enable creation of a process model or BPD.__ 1. Create a process application.

__ a. Click the Create New Process App link on right panel of IBM Process Designer.

A dialog box displays.__ b. In the Create New Process App box:

Set Process App Name to: HR Recruitment Processes Set Acronym to: HRR Set Description to: Contains HR processes that are used for

recruitment

__ c. Click Create.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty The process application is created and is now in your list of process apps. Copyright IBM Corp. 2013 Exercise 1. Creating a process application 1-9

__ 2. Open the HR Recruitment Processes process application.__ a. In the Process Center, find the process application and click Open in Designer.

After opening the process application, the initial view of the Designer is as follows:Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

The highlighted area shows the process application that you are editing. Notice that the 1-10 BPM Process Implementing Copyright IBM Corp. 2013

initial screen is also an opportunity to edit the process application settings such as name, acronym, description, and authorization. For this course, leave the settings as is and continue with your process modeling tasks.

End of exerciseCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Exercise review and wrap-up Copyright IBM Corp. 2013 Exercise 1. Creating a process application 1-11

This exercise showed how to create a process application in the Process Center.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises1-12 BPM Process Implementing Copyright IBM Corp. 2013




EXempty Copyright IBM Corp. 2013 Exercise 2. Creating a business process definition 2-1

Exercise 2. Creating a business process definition

What this exercise is aboutThis exercise covers how to create a business process definition.

What you should be able to doAt the end of this exercise, you should be able to: Create a BPD

IntroductionThe Hiring Requisition process owner provided detailed information about the process and its current state to the BPM analyst. The BPM analyst documented the information and analyzed the process for improvement. This step completed the process discovery and initial analysis, and now the process model can be created.To accomplish the task of creating the initial process model, you define a pool, lanes, phases, and flow objects such as activities, events, and nested processes. Based on the information that is provided, a BPD based on process discovery and analysis is created. Your first task is to create a business process definition and name it appropriately.

RequirementsSuccessful completion of the previous exercise is required.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises


The process owner provided detailed information about the process and its current state to the BPM analyst, who in turn documented the information and analyzed the process for improvement. This action completed the process discovery and initial analysis, and now the process model can be created. To begin the task of creating the initial process model, create a business process definition (BPD) in IBM BPM Process Designer.

Part 1: Create a business process definition

Create a business process definition in IBM BPM Process Designer in the previously created process application.__ 1. Create a BPD named Hiring Request Process.

__ a. From the process library, use your mouse to hover over Processes and then click the plus (+) icon.

__ b. In the Create New menu, select Business Process Definition.

The New Business Process Definition dialog box displays. __ c. Enter Hiring Request Process as Name.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ d. Click Finish. Copyright IBM Corp. 2013 Exercise 2. Creating a business process definition 2-3

Part 2: The default business process definition (BPD)

The business process definition is created, and the initial view is shown. By default you have a process with a team lane, a system lane, a Start event, and an End event. There is nothing special about these events, but they are created by default, because you must have a Start event and an End event when you create a business process definition in IBM BPM Process Designer.


Student Exercises

Exercise review and wrap-up2-4 BPM Process Implementing Copyright IBM Corp. 2013

This exercise showed how to create business process definitions in IBM Process Designer.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 3. Modeling teams 3-1

Exercise 3. Modeling teams

What this exercise is aboutThis exercise covers how to model teams for the business process definition.

What you should be able to doAt the end of this exercise, you should be able to: Create the foundation for a BPD by adding the appropriate lanes to

the default pool

IntroductionBased on the information that is provided, model the teams.


Student Exercises


Add the necessary team lanes to the two lanes (team and system) provided and rename the lanes appropriately.__ 1. Model the process teams.

__ a. Read the main process requirements in exercise 1, pages 1-2 and 1-3, and identify the teams. In the process requirements, there are two human teams in the main process: Hiring Manager and General Manager. There is also one System team for a total of three lanes.

__ b. Click the Lane icon and drag one lane from the palette to the BPD.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Your process displays as follows. If your lanes are not in the order that is shown, drag the Copyright IBM Corp. 2013 Exercise 3. Modeling teams 3-3

lane to the correct location.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ 2. Set the properties of the team lanes.3-4 BPM Process Implementing Copyright IBM Corp. 2013

__ a. Click the top lane to select the entire lane. The Properties tab populates at the bottom of the screen.

__ b. In the Properties tab, change the name of the top lane from the current name to: Hiring ManagerCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ c. Repeat the previous steps and change the name of the second lane from team Copyright IBM Corp. 2013 Exercise 3. Modeling teams 3-5

to: General ManagerThis step leaves the bottom lane as the System lane.

__ d. Save your work by clicking Save at the top of the interface.


Student Exercises


The first part of this exercise showed how to add swimlanes to the default pool. Then, you defined and modeled teams in the business process definition.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 4. Modeling task-type activities 4-1

Exercise 4. Modeling task-type activities

What this exercise is aboutThis exercise covers how to model task-type activities.

What you should be able to doAt the end of this exercise, you should be able to: Translate business process workflow steps that are documented in

the process discovery and analysis into process model tasks Model the expected process flow for the initial process model

IntroductionIn this exercise, you add phases and activities to the appropriate lanes and use sequence flow to connect the activities. As mentioned in the unit, you model the happy path first. Gateways and various flows are presented in the next unit.


Student Exercises


To accomplish the task of adding activities and more events to the process model, use the process requirements that are provided at the beginning of exercise 1. Read the main process requirements and determine the activities from the requirements. Because the requirements were written down, it might be easier to write down the activities on paper before proceeding. Remember, activities use a verb-noun naming convention. If you read the requirements carefully, notice that the main process is described from item 2.1 through item 2.4. In the process requirements, there are four activities in the main process: Submit Hiring Request, Approve New Hire Request, Approve Hire Request, and Complete Hire Request.Determine which teams conduct each of the four activities. From the process requirements, determine the following assignments:

Hiring Manager (team): Submit Hiring Request General Manager (team): Approve New Hire Request System (team): Approve Hire Request and Complete Hire Request

Part 1: Add phases

A phase is the highest level demarcation in a business process. When starting the process discovery, phases are often gathered first because they are the details that process owners easily recall about a process. After you establish the phases, the process details that fall under each phase are gathered to help complete the discovery and analysis. Add the activities to the team lanes to establish the correct process flow.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.



__ 1. Add the Submission, Approval, and Completion phases.__ a. Click the Phase icon and drag one phase from the palette to any lane in the

BPD.

Your process looks as follows:Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ 2. Repeat the previous step to create two more phases in the diagram.4-4 BPM Process Implementing Copyright IBM Corp. 2013

__ 3. You can resize phases by dragging the border. Use the mouse to click a black square and drag it to the preferred size. Release the mouse when finished.

__ 4. Set the properties of the phase.__ a. Click Untitled1 to select the entire phase. The Properties tab populates at the

bottom of the screen.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ b. In the Properties tab, change the name to: Submission Copyright IBM Corp. 2013 Exercise 4. Modeling task-type activities 4-5

__ c. Repeat the previous steps, but change the name of the second phase to Approval and the last phase to CompletionCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

Part 2: Add the activities to the team lanes4-6 BPM Process Implementing Copyright IBM Corp. 2013

Add the activities to the team lanes to establish the correct process flow.__ 1. Model the activities and set their properties.

__ a. Click the Activity icon and drag the first activity from the palette to the Hiring Manager lane under the Submission phase in the BPD.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.



Note

You are prompted to immediately name your activity. In the previous exercise, you named components in the Properties tab. Now name the activities another way, by typing in the name right after dropping the component on the BPD. Either method can be used to name modeling components.

__ b. Immediately after you drag the activity, start typing to change the name of the activity to: Submit Hiring RequestCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


Note

You can also click the center of the activity to rename it at any time.

__ c. Repeat dragging three more activities to their corresponding lanes and changing the names until your BPD is complete and the locations of each activity match the Diagram table:

Note

The two activities in the System lane have a different icon from the others. The type of activity is System Task by default, because they are placed in the System lane.

Table 1: DiagramSubmission Approval Completion

Hiring Manager Submit Hiring Request

General Manager Start event Approve New Hire Request End event

System Approve Hire Request Complete Hire RequestCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ d. As a final step, move your start event before the first activity, Submit Hiring Copyright IBM Corp. 2013 Exercise 4. Modeling task-type activities 4-9

Request, and the end event after the last activity, Complete Hire Request.

__ 2. Add sequence flow to the components in the diagram.In Process Designer, drawing lines is a bit different from other applications that you use. Instead of using click-drag-release or double-clicking to draw a line, click twice: one time to start the line, and a second time to end the line.

__ a. Click the Sequence Flow icon in the palette.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. Click one time on the Start event.4-10 BPM Process Implementing Copyright IBM Corp. 2013

Note

The closest blue dot to your click is used; you do not have to click directly on the blue dot.

__ c. Move your mouse over to the Submit Hiring Request activity and click one time. Do not double-click to release the line because it draws another line.

__ d. Repeat the steps to draw lines and sequence flow between the Submit Hiring Request activity and the Approve New Hire Request activity.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ e. Repeat the steps again to sequence the rest of the activities on the diagram to Copyright IBM Corp. 2013 Exercise 4. Modeling task-type activities 4-11

the next component on the BPD. Each activity or event is connected to one other activity or event in your initial diagram.

__ 3. If the lines are not straight, straighten the lines on the Start and End events by using the Ctrl key and the arrow keys.

__ a. Click the selection icon on the element palette and then click the Submit Hiring Request activity.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. While holding down the Ctrl key, press the Up arrow key to move the Submit 4-12 BPM Process Implementing Copyright IBM Corp. 2013

Hiring Request activity up until it aligns with the Start event.

__ c. Repeat the previous step to align and straighten the flow between Complete Hire Request activity and the End event.

__ 4. Save your BPD.__ a. Click Save to save your BPD. The first BPD is complete for this exercise. Next,

you create another BPD, a nested process.



EXempty Exercise review and wrap-up Copyright IBM Corp. 2013 Exercise 4. Modeling task-type activities 4-13

The first part of this exercise showed how to translate business process workflow steps that are documented in the process discovery and analysis into process model tasks. Then, you created the expected process flow for the initial process model.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-1

Exercise 5. Creating nested processes and decomposing the business process workflow

What this exercise is aboutThis exercise covers how to create a linked process and decompose a process into nested processes.

What you should be able to doAt the end of this exercise, you should be able to: Decompose business process workflow steps that are documented

in the process discovery and analysis into process model tasks Create a subprocess or a linked process

IntroductionIn this exercise, you complete decomposition on your process and create subprocesses or linked processes where you see opportunities for them.Remember that some processes might not need decomposition.


Student Exercises


To accomplish the task of adding activities and more events to the process model, take the process requirements that are provided and translate the business workflow steps into process tasks.

Part 1: Create a nested process

Determine whether any additional work is required for each phase and if so, what the work involves.Submission: Generally no rework is needed.Approval: This phase is where most rework is done. Consider the following two activities in this phase:

Approve New Hire Request: extra work that is required for the General Manager to record a rejection reason

Approve Hire Request: extra team work that the HR Administrator and the Hiring Manager require

Completion: Generally no rework is needed.Since more than one team is involved in the Approve Hire Request activity, it is no longer a task but a nested process. The nested process has teams, like System, HR Administrator, and Hiring Manager. Activities include Check Hire Request, Override Hire Request, and Negotiate Hire Request.You must determine whether the nested process is a linked process or a subprocess as they are created differently. If you think your nested process might ever be reused, create a linked process. Otherwise, create a subprocess. There are benefits of using a subprocess as processing and development time can be faster, but it cannot be reused.Approve Hire Request is a general nested process and might be reused in other HR processes, so you create a linked process for this scenario.__ 1. Create a process that is called Approve Hire Request.

__ a. From the process library, use your mouse to hover over Processes and then click the plus (+) icon.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ b. In the Create New menu, select Business Process Definition. Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-3

A dialog box that is called New Business Process Definition displays. __ c. Enter Approve Hire Request as Name.__ d. Click Finish.

__ 2. Create teams.The nested process has teams such as System, HR Administrator, and Hiring Manager.

__ a. Click the Lane icon and drag one lane from the palette to the BPD.__ b. Click the top lane to select the entire lane. The Properties tab populates at the

bottom of the screen.__ c. In the Properties tab, change the name of the top lane from the current name to:

Hiring Manager

__ d. Repeat the previous steps and change the name of the second lane to: HR Administrator This action leaves the bottom lane as the System lane.

__ 3. Create activities.Activities include Check Hire Request, Override Hire Request, and Negotiate Hire Request.

__ a. Click the Activity icon and drag the first activity from the palette to the Hiring Manager lane.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. Immediately after you drag the activity, start typing to change the name of the 5-4 BPM Process Implementing Copyright IBM Corp. 2013

activity to: Negotiate Hire Request

__ c. Repeat dragging two more activities to their corresponding lanes and changing the names until your BPD is complete and the locations of your activities match the Nested diagram table:

Table 2: Nested diagramNo phases

Hiring Manager Negotiate Hiring Request

HR Administrator Start event, Override Hire Request, End event

System Check Hire RequestCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-5



Student Exercises

__ d. Move your start event before the first activity, Check Hire Request, and the end 5-6 BPM Process Implementing Copyright IBM Corp. 2013

event after the Negotiate Hire Request activity; and arrange the activities in an upward diagonal line.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ e. Click the Sequence Flow icon on the palette, and connect the activities from left Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-7

to right.

__ f. Click Save to save your process application.

Part 2: Attach the linked process

__ 1. Return to the Hiring Request Process by selecting Hiring Request Process from the menu.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ 2. Change the implementation of the existing Approve Hire Request activity to a 5-8 BPM Process Implementing Copyright IBM Corp. 2013

nested process.__ a. Drag a new lane into the diagram and name it: ApproversCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ b. Drag it so that it is just above the System lane. Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-9



Student Exercises

__ c. Drag the existing Approve Hire Request activity into the Approvers lane.5-10 BPM Process Implementing Copyright IBM Corp. 2013

__ d. Select the Approve Hire Request activity in the canvas.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ e. Select Implementation in the Properties tab. Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-11

__ f. Click the drop-down menu and from the Implementation menu, select Linked Process.

__ g. Click Select.

__ h. Select Approve Hire Request from the Business Process Definitions.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ i. The BPD now shows Approve Hire Request as a Linked Process.5-12 BPM Process Implementing Copyright IBM Corp. 2013

__ j. Rearrange the activities to match the screen capture shown.

__ k. Click Save to save your BPD.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty End of exercise Copyright IBM Corp. 2013 Exercise 5. Creating nested processes and decomposing the 5-13



Student Exercises


This exercise showed decomposing a business process to create a linked process.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-1

Exercise 6. Modeling gateways in a BPD

What this exercise is aboutThis exercise covers how to create gateways in a business process definition.

What you should be able to doAt the end of this exercise, you should be able to: Add gateways to a business process definition Model the appropriate sequence flows for each gateway

IntroductionThe purpose of this exercise is to add all the gateways necessary to model the flow control for the business process definitions.


Student Exercises


Part 1: Create gateways for parent process

Process flow controls are known as gateways. A gateway is represented as a diamond, and can be thought of as a question at a point in the process flow. Gateways are added to the parent process, the Hiring Request Process. In this part of the exercise, create a gateway that is called Is Position New?In the Hiring Request Process, you need a gateway to direct the process for the General Manager to review the salary after the Submit Hiring Request activity.

Important

If your sequence flow lines do not exactly match the exercise diagrams in this lab, that is okay, and sequence flow lines change after implementation of the gateways. The flow lines become default or conditional (are plain or have a diagonal hash marker) according to the order you draw them in, so your lines vary a bit from the diagrams in the labs.

__ 1. Drag a Gateway from the palette onto the canvas to the right of the Submit Hiring Request activity.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 2. Select the Gateway and set the properties. Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-3

__ a. In the Properties tab, select General.

__ b. In Common, enter Is Position New? as Name and make sure that the Name Visible box is checked.

__ c. In Behavior, verify that Exclusive Gateway is the Gateway Type.

__ 3. Connect the gateway.__ a. Click to select the sequence flow between Submit Hiring Request and

Approve Hew Hire Request.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. While selected, right-click the sequence flow and select Edit > Delete.6-4 BPM Process Implementing Copyright IBM Corp. 2013

Note

While selected, you can also delete the sequence flow by pressing the Delete key.

__ c. Select the Sequence Flow icon from the palette.__ d. Connect Submit Hiring Request to the Is Position New? gateway.

__ e. Click the selection icon in the element palette and then select the line between Approve New Hire Request and Approve Hire Request. Delete the line after you select it.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ f. Click the Sequence Flow icon and connect the Is Position New? gateway to Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-5

the top of Approve New Hire Request and the top of Approve Hire Request.

Important

If your sequence flow lines do not exactly match the exercise diagrams in this lab, that is okay, and sequence flow lines change after implementation of the gateways. The flow lines become default or conditional (are plain or have a diagonal hash marker) according to the order you draw them in, so your lines vary a bit from the diagrams in the labs.

__ 4. Label the lines.__ a. Select the line between the Is Position New? gateway and Approve New Hire

Request.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. In the Properties tab, in Common, enter Review Needed as Name and check 6-6 BPM Process Implementing Copyright IBM Corp. 2013

the Name Visible box.

The line displays as follows:

__ c. Select the line between the Is Position New? gateway and Approve Hire Request.

__ d. In the Properties tab, in Common, enter Review Not Needed as Name and check the Name Visible box.

__ e. Use the Ctrl key and the arrow keys to align the gateway and the activities.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty The line displays as follows: Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-7



Student Exercises

Part 2: Create another gateway that is called Is Request Approved?6-8 BPM Process Implementing Copyright IBM Corp. 2013

__ 1. Drag a Gateway from the palette onto the canvas to the left of the Approve Hire Request activity.

__ 2. Click the Gateway and set the properties.__ a. In the Properties tab, select General.__ b. In Common, enter Is Request Approved? as Name.__ c. In Behavior, verify Exclusive Gateway as the Gateway Type.

__ 3. Connect the gateway.__ a. Click the Sequence Flow icon on the palette.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ b. Connect the Approve New Hire Request to the top of the Is Request Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-9

Approved? gateway.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ c. Connect the Is Request Approved? gateway to the left of Approve Hire 6-10 BPM Process Implementing Copyright IBM Corp. 2013

Request and to the left of Complete Hire Request.

__ 4. Label the lines.__ a. Select the line between the Is Request Approved? gateway and the Approve

Hire Request linked process.__ b. In the Properties tab, in Common, enter Approved as Name and check the

Name Visible box.__ c. Select the line between the Is Request Approved? gateway and Complete

Hire Request.__ d. In the Properties tab, in Common, enter Not Approved as Name and check

the Name Visible box.__ e. Use the Ctrl key and the arrow keys to align the gateway and the activities.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty The line displays as follows: Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-11

__ f. Click Save to save your BPD.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

Part 3: Create gateways for the nested process6-12 BPM Process Implementing Copyright IBM Corp. 2013

Add gateways to the nested process, Approve Hire Request. In this part, create a gateway that is called Is Salary Compliant?__ 1. Open the Approve Hire Request business process diagram. Click Processes and

double-click Approve Hire Request from the menu.

__ 2. Drag a Gateway from the palette onto the canvas to the right of the Check Hire Request activity.

__ 3. Select the Gateway and set the properties.__ a. In the Properties tab, select General.

__ b. In Common, enter Is Salary Compliant? as Name and make sure that the Name Visible box is checked.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ c. In Behavior, verify Exclusive Gateway as the Gateway Type. Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-13



Student Exercises

__ 4. Connect the gateway.6-14 BPM Process Implementing Copyright IBM Corp. 2013

__ a. Click the flow line icon in the element palette and click to select the sequence flow between Check Hire Request and Override Hire Request. Hover over the left of Override Hire Request until the cursor becomes a +. Drag the + to move the sequence flow to Is Salary Compliant?

__ b. Connect Is Salary Compliant? to the bottom of Override Hire Request. __ c. Click the select icon in the element palette and then click the existing line

between Negotiate Hire Request and the End event. Press the Delete key.__ d. Move the End event from the top of the diagram and place it to the right of Is

Salary Compliant? __ e. Click the flow line icon in the element palette and then connect Is Salary

Compliant? to the left of the End event.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 5. Label and straighten the lines. Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-15

__ a. Select the line between the Is Salary Compliant? gateway and Override Hire Request.

__ b. In the Properties tab, in Common, enter Not Compliant as Name and check the Name Visible box.

The line displays as follows:

__ c. Select the line between the Is Salary Compliant? gateway and the Untitled end event.

__ d. In the Properties tab, in Common, enter Compliant as Name and make sure that the Name Visible box is checked.

__ e. Use the Ctrl key and the arrow keys to align the gateway and the activities.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

The line displays as follows:6-16 BPM Process Implementing Copyright IBM Corp. 2013

Part 4: Create another gateway that is called Is Salary Acceptable?

__ 1. Drag a Gateway from the palette onto the canvas to the right of the Override Hire Request activity.

__ 2. Click the Gateway and set the properties.__ a. In the Properties tab, select General.__ b. In Common, enter Is Salary Acceptable? as Name.__ c. In Behavior, verify Exclusive Gateway as the Gateway Type.

__ 3. Connect the gateway.__ a. Click the select icon in the element palette.__ b. Click the line between Override Hire Request and Negotiate Hire Request and

press the Delete key.__ c. Click the flow line icon in the element palette and click to connect the Override

Hire Request to the right of the Is Salary Acceptable? gateway.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ d. Connect the Is Salary Acceptable? gateway to the bottom of Negotiate Hire Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-17

Request and to the top of the End event.

__ 4. Label the lines.__ a. Select the line between the Is Salary Acceptable? gateway and Negotiate Hire

Request.__ b. In the Properties tab, in Common, enter Not Accepted as Name and make

sure that the Name Visible box is checked.__ c. Select the line between the Is Salary Acceptable? gateway and the Untitled

end event.__ d. In the Properties tab, in Common, enter Accepted as Name and make sure

that the Name Visible box is checked.__ e. Use the Ctrl key and the arrow keys to align the gateway and the activities.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises


__ f. Click Save to save your BPD.

Part 5: Create another gateway that is called Resubmit Salary?

__ 1. Drag a Gateway from the palette onto the canvas to the right of the Negotiate Hire Request activity.

__ 2. Click the Gateway and set the properties.__ a. In the Properties tab, select General.__ b. In Common, enter Resubmit Salary? as Name.__ c. In Behavior, verify Exclusive Gateway as the Gateway Type.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 3. Connect the gateway. Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-19

__ a. Select the Sequence Flow icon from the palette.__ b. Connect the line from Negotiate Hire Request to the Resubmit Salary?

gateway.__ c. Connect the line from the Resubmit Salary? gateway to the top of Override

Hire Request.

Important

Make sure that you connect these elements in the correct directions.

__ 4. Label the lines.__ a. Select the line between the Resubmit Salary? gateway and Override Hire

Request.__ b. In the Properties tab, in Common, enter Resubmitted as Name and check the

Name Visible box.__ c. Use the Ctrl key and the arrow keys to align the gateway and the activities.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises


__ d. Click Save to save your BPD.

Part 6: Add End Cancel

__ 1. Drag an End event icon from the palette onto the canvas right next to the Resubmit Salary? gateway.

__ 2. Click the End event and set the properties.__ a. In the Properties tab, select General.__ b. In Common, enter End Cancel as Name.

__ 3. Connect the line from the Resubmit Salary? gateway to the left of the End event.

__ 4. Label the lines.__ a. Select the line between the Resubmit Salary? gateway and the End event.__ b. In the Properties tab, in Common, enter Canceled as Name and check the

Name Visible box.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ c. Use the Ctrl key and the arrow keys to align the gateway and the activities. Copyright IBM Corp. 2013 Exercise 6. Modeling gateways in a BPD 6-21

__ d. Click Save to save your BPD.


Student Exercises


The first part of this exercise showed adding gateways to the business process definitions in IBM Process Designer. Then, you modeled the appropriate sequence flows for each gateway.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 7. Modeling timer intermediate events 7-1

Exercise 7. Modeling timer intermediate events

What this exercise is aboutThis exercise covers how to create timer intermediate events.

What you should be able to doAt the end of this exercise, you should be able to: Add a timer intermediate event to a BPD based on business

requirements Model an escalation path in a BPD with IBM Process Designer Document more details for the implementation team

IntroductionIn this exercise, add a timer intermediate event that helps satisfy newly identified requirements for the Hiring Requisition BPD. This action encompasses process flow control and more activities that are based on conditions by non-human interactions.


Student Exercises


Examine the process requirements and select the one that models an escalation.The requirement for an escalation is 2.10. The HR Administrator has 4 hours to complete the review. If the review is not completed within 4 hours, an email is sent to the HR Administrator notifying the HR Administrator of the missed deadline.Use the timer implementation option to model escalation paths or delays in your BPDs. Using a timer intermediate event, you can specify a time interval after or before which some activity is conducted. The timer implementation option is available for events that are included in the process flow and events that are attached to an activity.__ 1. Open the Approve Hire Request BPD.__ 2. Drag an Intermediate event from the palette onto the lower left of the Override Hire

Request activity.

Important

For this exercise, make sure that you drag the intermediate event onto the activity instead of to the left of the activity. In this case, you want a boundary or attached intermediate event instead of a sequence flow intermediate event. Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 3. Click the Intermediate boundary event and set its properties. Copyright IBM Corp. 2013 Exercise 7. Modeling timer intermediate events 7-3

__ a. In the Properties tab, select Implementation.__ b. In Boundary Event Details, select the Timer boundary event. The rest of the

properties are set during implementation.

__ 4. Add the Notify HR Administrator activity.__ a. Click the Activity icon and drag the activity from the palette to the System lane.

Place it above the Check Hire Request activity.__ b. Immediately after you drag the activity, change the name of the activity to:

Notify HR Administrator__ 5. Connect the timer intermediate event.

__ a. Select the Sequence Flow icon from the palette.__ b. Connect the Timer Intermediate Event to the Notify HR Administrator activity.

__ 6. Label the lines.__ a. Select the line between the Timer Intermediate Event and Notify HR

Administrator.__ b. In the Properties tab, in Common, enter 4 Hours as Name and check the

Name Visible box.__ 7. Add End Notification.

__ a. Drag an End event icon from the palette onto the canvas to the right of Notify HR Administrator.

__ b. Click the End event and set its properties.__ c. In the Properties tab, select General.__ d. In Common, enter End Notification as Name.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ 8. Connect the line from Notify HR Administrator to the End event.7-4 BPM Process Implementing Copyright IBM Corp. 2013

__ a. Use the Ctrl key and the arrow keys to align the gateway and the activities.

__ b. Click Save to save your BPD.



EXempty Exercise review and wrap-up Copyright IBM Corp. 2013 Exercise 7. Modeling timer intermediate events 7-5

The first part of this exercise showed adding a timer intermediate event for the process requirement.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 8. Validating the process model 8-1

Exercise 8. Validating the process model

What this exercise is aboutThis exercise covers how to validate the business process.

What you should be able to doAt the end of this exercise, you should be able to: Validate that the business process reflects the requirements Implement the requirements, using playback feedback and new

process requirements as input

IntroductionBefore moving on to implementation, it is a good idea to verify your process in a final playback meeting. This action can build consensus among the different stakeholders as the model does not change much visually after playback 0. Sometimes there is oscillation a few times between playback 1 and playback 0 until a team is firmly in the implementation phase of the playbacks.


Student Exercises


Part 1: Verify the process model

If you have a colleague or others nearby, see whether you can explain your newly created model to them to simulate a playback. If not, examine your BPD in IBM Process Designer and compare it to the diagrams.

Hint

Double-click the Diagram tab to maximize your diagram. When you are done, double-click Diagram again to return the diagram to its normal size.s

Ensure that the Hiring Request Process and Approve Hire Request BPDs look similar to the diagrams before moving on:__ 1. Hiring Request Process:Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 2. Approve Hire Request: Copyright IBM Corp. 2013 Exercise 8. Validating the process model 8-3

Part 2: Add new process requirements to the BPD

There are new process requirements. During playback 0, the vice president mentions:There are some recent issues with several job postings that contain wording that violates a new set of hiring laws. To address this issue, the vice president suggests that a lawyer must review every job post at some point before the job opening is released and posted to the public. The lawyer checks for legal compliance and edits if necessary.

Examine the requirement and come up with the solution for this requirement.__ 1. Add a lane for the legal team.

__ a. Select the Hiring Request Process from the select menu.__ b. Click the Lane icon and drag one lane from the palette to the BPD.

__ 2. Set the properties of the new team lanes.__ a. Click the top lane to select the entire lane. The Properties tab populates at the

bottom of the screen.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. In the Properties tab, change the name of the top lane from the current name to: 8-4 BPM Process Implementing Copyright IBM Corp. 2013

Legal

__ c. Move the Legal lane between the Approvers and System lanes.

__ 3. Create an activity for a lawyer to review the hire request.__ a. Click the Activity icon and drag the activity from the palette to the Legal lane

under the Approval phase in the BPD.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ b. Immediately after you drag the activity, start typing to change the name of the Copyright IBM Corp. 2013 Exercise 8. Validating the process model 8-5

activity to Review Posting.

__ 4. Add a gateway before Review Posting.__ a. Drag the Gateway icon next to Approve Hire Request.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. Name the gateway: Is Request Compliant?8-6 BPM Process Implementing Copyright IBM Corp. 2013

__ 5. Connect the Review Posting activity.__ a. Delete the sequence flow between Approve Hire Request and Complete Hire

Request.__ b. Resize the Approval phase to include the Is Request Compliant? gateway.__ c. Click the Sequence Flow icon to connect Approve Hire Request to the Is

Request Compliant? gateway. Connect the gateway to Complete Hire Request and Review Posting as follows:

__ d. Click the Sequence Flow icon to connect Review Posting and Complete Hire Request as follows:Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ e. Label the sequence flow between Is Request Compliant? and Complete Hire Copyright IBM Corp. 2013 Exercise 8. Validating the process model 8-7

Request: Request Canceled__ f. Click the check box of Name Visible.__ g. Label the sequence flow between Is Request Compliant? and Review

Posting: Request Compliant__ h. Click the check box of Name Visible.

Your diagram displays as follows: Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

Your final BPD displays as follows:8-8 BPM Process Implementing Copyright IBM Corp. 2013

__ 6. Save your BPD.__ a. Click Save to save your BPD. The exercises are complete for this section.

__ 7. After adding an element to your process, it is a good practice to reverify the process in another playback meeting. Oscillation between playback 0 and playback 1 is common until the requirements are stable.



EXempty Exercise review and wrap-up Copyright IBM Corp. 2013 Exercise 8. Validating the process model 8-9

The first part of this exercise looked at the validation of the business process, and you took the playback feedback and added a requirement to the process.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 9. Creating a toolkit 9-1

Exercise 9. Creating a toolkit

What this exercise is aboutOther process applications or development projects can reuse many of the artifacts you create in the upcoming course. Create a toolkit to store and share these assets.

What you should be able to doAt the end of this exercise, you should be able to: Create a toolkit Take a snapshot of a toolkit Import a toolkit Add a process application dependency to a toolkit

IntroductionA toolkit is a collection of assets that are shared between process apps or other toolkits during development. Attentive application of toolkits is an efficient method for managing the reusability and compartmentalization of project assets.

RequirementsCompleting the exercises for this course requires a VMware image lab environment that includes the exercise support files, IBM Process Designer V8.5, and the IBM Process Center V8.5 test environment. This exercise relies upon a process app named HR Recruitment Processes.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises


__ 1. Start IBM Process Designer from the Windows Desktop if it is not already started.

__ a. Log on to IBM Process Designer with the user name we_author1 and password we_author01

__ b. Click Process Center at the upper-right corner of the Designer view. (If you just logged in, then you are already at the process center).

__ 2. Click the Toolkits tab.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 3. Create a toolkit. Copyright IBM Corp. 2013 Exercise 9. Creating a toolkit 9-3

__ a. Click Create New Toolkit on the right side of the Process Center.

__ b. Name the toolkit: Hiring Requisition Toolkit__ c. Give the toolkit the acronym: HRT__ d. Type a brief description about the toolkit as shown in the following screen

capture:Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ e. Click Create, and the toolkit shows up under the Toolkits tab.9-4 BPM Process Implementing Copyright IBM Corp. 2013

__ 4. Create a snapshot of your toolkit.__ a. Click the name of the toolkit Hiring Requisition Toolkit (HRT).__ b. Click the plus sign next to Create New Snapshot.

__ c. Name the snapshot Baseline, add a description, and then click Create.

__ 5. Import a toolkit__ a. Click Toolkits to return to the toolkits tab.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ b. Click Import Toolkit on the right side of the Process Center. Copyright IBM Corp. 2013 Exercise 9. Creating a toolkit 9-5

__ c. Click Browse and browse to C:/Training/Exercises/Coach Bonus.twx; then click OK.

__ d. Click Import to import the toolkit.

__ 6. Link the toolkits on a process app.__ a. Click the Process Apps tab and open the HR Recruitment Processes (HRR)

process application in Designer by clicking the link Open in Designer.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ b. In the Designer library, click the plus sign next to TOOLKITS, and add a 9-6 BPM Process Implementing Copyright IBM Corp. 2013

dependency on the Hiring Requisition Toolkit by clicking the Baseline snapshot.

__ c. Click the plus sign next to TOOLKITS and add a dependency on the WE Coach Bonus Toolkit by clicking the WE Coach Bonus 1.0 snapshot.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ d. The Hiring Requisition Toolkit (Baseline) and WE Coach Bonus Copyright IBM Corp. 2013 Exercise 9. Creating a toolkit 9-7

Toolkit (WE Coach Bonus 1.0) are now linked to the HR Recruitment Processes process application.


Student Exercises


The key steps in this exercise were:1. Create a toolkit.

Click the Toolkits tab in the Process Center. Click Create New Toolkit. Name your toolkit, provide an acronym, and add a description.

2. Take a snapshot of a toolkit. Click the name of the toolkit. Click the plus sign next to Create New Snapshot. Name the snapshot, give it an acronym and description, and click Create.

3. Import a toolkit. Click the Toolkits tab in the Process Center. Click Import Toolkit. Click Browse and find the Coach Bonus.twx file of the toolkit. Click Import.

4. Add a toolkit dependency to a process application. Go to your process app and click the plus sign next to Toolkits. Select the snapshot of the toolkit.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 10. Creating playback 1 assets 10-1

Exercise 10.Creating playback 1 assets

What this exercise is aboutIn this exercise, you create assets that are required during playback 1 of the BPD lifecycle. You create variables and implement intermediate timer events. In this exercise, you establish routing and implement exclusive gateways.

What you should be able to doAt the end of this exercise, you should be able to: Create simple variables in a BPD Implement timer intermediate events on a process Implement gateways for a process Implement routing for an activity

IntroductionIn playback 1, the process data model is implemented along with the appropriate process flow for the data. Flow data is different from business data in that flow data moves the process along from flow object to flow object. The most obvious examples of flow data are the data elements that decision points use in the process or service diagrams. When a token is at a decision point, the values of data elements are used to determine the next paths to take. Flow data also includes the following circumstances: Data that is used to determine which activities to run Data that is used to determine who starts each activity Data that is used to determine when an activity is due or when an

activity must be escalatedThe process flow data ensures that the business process gets the right activities to the right people at the right time.

RequirementsCompleting the exercises for this course requires a VMware image lab environment that includes the exercise support files, IBM Process Designer V8.5, and the IBM Process Center V8.5 test environment. Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

This exercise relies upon a process app named HR Recruitment 10-2 BPM Process Implementing Copyright IBM Corp. 2013

Processes.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Exercise instructions Copyright IBM Corp. 2013 Exercise 10. Creating playback 1 assets 10-3

Part 1: Create process variables

The process model for the Hiring Request Process is in place. Now you must start to implement the process, first by creating simple variables to implement the logic behind the decision gateways on the current BPD. __ 1. If you are in the Process Center, open the HR Recruitment Processes process

app.__ a. From the Process Center, click the Process Apps tab. Find the HR

Recruitment Processes (HRR) process app, and click the link Open in Designer.

Note

If you are already in Designer, then skip this step and start with step 2.

__ 2. Open the Hiring Request Process.__ a. Click Processes in the Designer library.__ b. Double-click Hiring Request Process.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ 3. Create a variable to control the Is Position New? exclusive gateway.10-4 BPM Process Implementing Copyright IBM Corp. 2013

__ a. Click the Variables tab of the Hiring Request Process canvas.

__ b. Click Add Private.__ c. Name the private variable: isNewPosition

Confirm that the Variable Type is String. String variables are used here instead of Boolean for flexibility of the implementation. If requirements change later, a String is easier to change than a Boolean.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ d. In the Documentation field, click Edit and type the following values: Copyright IBM Corp. 2013 Exercise 10. Creating playback 1 assets 10-5

0= existing position1= new position, requires approval

__ e. Click OK.__ f. Click the Has Default check box.__ g. Enter "1" as the default value.

Note

The isNewPosition variable is a string. You must use quotation marks to set the default value.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

__ h. Click Save to save your work.10-6 BPM Process Implementing Copyright IBM Corp. 2013

__ 4. Go back to the Hiring Request Process diagram by clicking the Diagram tab.__ 5. Open the Approve Hire Request linked process by double-clicking the linked

process activity in the diagram.

Reminder

There is a difference between the Approve New Hire Request activity and the Approve Hire Request process. Be sure that you select the Approve Hire Request linked process, not the Approve New Hire Request activity.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty __ 6. Create a variable for the Is Salary Compliant? exclusive gateway in the Approve Copyright IBM Corp. 2013 Exercise 10. Creating playback 1 assets 10-7

Hire Request process.

__ a. Click the Variables tab in the menu bar for the Approve Hire Request process.__ b. Click Add Private.__ c. Name the private variable: isSalaryCompliant__ d. Verify that the Variable Type is String.__ e. Click Edit and type in the documentation dialog the following values:

0 = Salary is compliant1 = Salary is not compliant

__ f. Click OK to save the documentation.__ g. Click the Has Default check box.__ h. Set the default value as: "0"

__ i. Save your work.Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Student Exercises

Part 2: Implement intermediate timer events10-8 BPM Process Implementing Copyright IBM Corp. 2013

In playback 0 of the hiring request process, an attached timer intermediate event was modeled. Now your responsibility is to implement the timer event that was modeled in the BPD.__ 1. Implement the attached timer intermediate event.

__ a. Open the Approve Hire Request process.__ b. Switch to the Diagram tab.__ c. Click the timer intermediate event that is attached to the Override Hire

Request activity.

__ d. Select the Implementation option in the Properties tab.__ e. Make sure that the Interrupt activity check box is checked.__ f. Change the Timer Properties to the following values:

Trigger On: After Start of StepBefore/After Difference: 4 HoursCourse materials may not be reproduced in whole or in part without the prior written permission of IBM.


EXempty Copyright IBM Corp. 2013 Exercise 10. Creating playback 1 assets 10-9

__ g. Save your work.

Part 3: Implement gateways

In process modeling, several gateways are added to the BPD. Several of the gateways are exclusive gateways, and as such these gateways must be implemented. In this section, you enhance the process by implementing the exclusive gateways in both the Hiring Request Process and the linked process. Use the simple variables that were created in a previous section to implement the gateways.Implement the exclusive gateways in the Hiring Request Process BPD and the Approve Hire Request linked process to meet the following requirements:

If the answer to Is Position New? is 1 (true), the request is forwarded to a General Manager. After the General Manager receives the request, the General Manager approves or rejects the request.

In the linked process, after the requisition is submitted, an automated system-level check for salary compliance starts. If the request meets salary compliance, the hiring request is automatically posted to the HR Positions database and made available for dissemination.

__ 1. Implement the Is Position New? exclusive gateway.__ a. Open the Hiring Request Process if it is not already open.__ b. Switch to the Diagram tab.__ c. Click the Is Position New? exclusive gateway.__ d. In the Properties tab, select the Implementation option.__ e. Make sure the order of sequence flow starts with Review Needed at the top and

Review Not Needed on the bottom. If it is not in this order, then click the Up arrow on Review Needed to make it the first implementation. This selection makes Review Not Needed the default sequence flow.

__ f. In the Decisions section, after the first box to the right of Review Needed, type in:

tw.local.isNewPosition__ g. Next, change the drop-down menu value to: ==__ h. In the last box to the right of Review Needed, type in: "1"Course materials may not be reproduced in whole or in part without the prior written permission of IBM.


Important

You must include the value in double quotation marks because isNewPosition is a String type of variable.

Now the condition is set for the Is Position New? gateway, and the default condition is Review Not Needed if the first condition is no

wb8081-vb8081xstud.pdf

Documents

process application

ibm process designer1

business process workflow

process model8

process variables

trademarks of ibm

new process requirements

ibm corp