Introduction to Business Process Management (BPM)
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Transcript Introduction to Business Process Management (BPM)
IBM WebSphere Business Modeler:
An Introduction
Lian Yu
The School of Software and Microelectronics
Peking University
No.24 Jinyuan RD, Beijing 102600, P.R. China
2009 教育部-IBM精品课程:面向服务的业务流程管理
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An Introduction to IBM WebSphere Business Modeler
7/20/2015
Agenda
IBM WebSphere Business Modeler Overview
Business Scenarios of Modeler Usage
Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
7/20/2015
WebSphere Business Modeler Value
Provides a common language for effective business and IT
collaboration.
Allows people who know the business to model the business.
Business-focused users understand and transform their
business through advanced business modeling, simulation,
analysis, reporting, and collaboration capabilities.
Understanding business models can increase return on investment
(ROI).
Add business measures to define key performance indicators (KPIs)
Add metrics that measure business process performance
Integrates with WebSphere Business Monitor to report on process
performance.
IT-focused users export models to multiple development
environments to jump-start workflow and application
development.
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Business process modeling begins with
understanding the current environment
Both BPM and SOA start with an understanding of the current
business environment.
The focus of this course is using business process analysis to
create accurate process models of the current business
environment.
IBM WebSphere Business Modeler is used to document and
analyze the current as well as the future business process
models.
WebSphere Business Modeler also supports the follow-on
stages:
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Generates code to execute business processes
Creates business measures to monitor the executing processes
Imports execution results to update the current model for analysis
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WebSphere Business Modeler: Process modeling
communicates the business needs to IT for development
Business and engineering analysts create “As Is” models.
Analyze current process to identify improvement areas.
WebSphere Business Modeler simulates these models along key variables,
such as time, cost, and resources.
“As Is” models are redesigned into future state “To Be” models.
“To Be” models serve as key drivers for future development.
Focuses on the greatest potential for improved productivity and
integration between the business and technology domains
Process models are exported to WebSphere Integration
Developer.
BPEL compliant implementation of human tasks and IT resources
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Java snippets can be developed when a need is discovered.
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Three types of business process modeling
For documentation and compliance – capture current process
Documenting processes requires a deep understanding of your business to
capture complex behaviors and expertise.
Use output for training, collaboration, and documentation.
For requirements of compliance regulations: Sarbanes-Oxley and Basel II
Annotate within the process model: comment on the tasks or rules
For process redesign and optimization of resources and flow
Discover areas of a current process to improve or to add value
Document both the current state and future state process models.
Comparisons validate changes and ROI before committing resources.
Establish and track measureable process metrics for performance.
For runtime execution
Ability to change the business process quickly to respond to markets.
Future state process is modeled in Modeler and exported
Runtime development tooling imports the process, implements, and tests
Real-time monitoring provides feedback on running process improvements
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WebSphere Integration Developer
WebSphere Business Monitor
An Introduction to IBM WebSphere Business Modeler
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True Business Understanding Requires MultiDimensional Business Models
The Process Model
The Resource Model
Allows you to define all of the different types and instances of those resources so that they can be
associated to the model
The Information Model
Provides a view of data and how data is used within a business
process
The Organization Model
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The Graphical model provides the pictorial representation of the process model
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Provides the definition and structure of all of the organization units and their associated resources
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Cost
Documenting the
process –
Composition of tasks
Role
Bulk
Resources
Business
Item
Calendar
Individual
Resources
Resources
Classifier
Location
Inputs
Task
Outputs
Process
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Organization
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Process –
comes with
time and
money, and
more...
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Business Process Modeling - Data and
Resource
The Information Model
The Resource Model
Allows you to define all of the different types
and instances of those resources so that they
can be associated to the model
Business calendar support
The Organization Model
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Provides a view of data and how data is used
within a business process
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Provides the definition and structure of all of the
organization units and their associated resources
An Introduction to IBM WebSphere Business Modeler
7/20/2015
Agenda
IBM WebSphere Business Modeler Overview
Business Scenarios of Modeler Usage
Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
7/20/2015
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Business Process Modeling – Process Diagram
The Process Model
The Graphical model provides the pictorial representation of the process model
Simple drag-and-drop interface
Process diagrams are easy to read and interpret Capture process activities and decision logic
Expose to viewer through BPMN style, swimlane, label, color-coding, customized picture
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Document
Execute
使用模板中的提供
的各种基本元素可
以画出复杂的业务
流程
业务流程编辑器 -
基于自由格式布局
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Redesign
Process Elements -1
Local Task
- Tasks are the basic building blocks representing activities in a process model. Each task
performs some function
Local Subprocess
- A local process is a process that only exists as a subprocess to another
process
Connection
- Connections define the control flow with or without data within a process
Gateway (Fork, Join, Merge)
- Provide a process with the ability for certain paths to run in parallel by using
a fork node, or paths of execution to be joined at a particular point in the
process by using either a join or merge node
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Process Elements - 2
Decision (Simple, Multiple)
- A decision routes inputs to one or several of alternative outgoing paths
Local Repository
- A local repository is a data store
Loop (While Loop, Do-While Loop, For Loop)
- A loop is a repeating sequence of activities contained
within a process
Service
- Services represent external processes that are provided by a service
provider.
Map
- The Map represents one of the only objects that can receive multiple different
inputs and produce multiple different outputs
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Process Elements - 3
Map
- The Map represents one of the only objects that can receive
Multiple different inputs and produce multiple different outputs.
You can use a map to specify how to transform input into output
Local Business Rule Task
- Business rules tasks represent activities to which business
rules apply.You can use business rules tasks to model complex
decisions and to visually identify places in your process model
where business policies and practices apply
Local Human Task
- Human tasks are tasks that a system assigns to a person for
completion.You can use human tasks to visually identify and
document activities that must be performed by a human resource
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Process Elements - 3
Notification (Notification Broadcaster, Notification Receiver)
- Special tasks that enable communication via Notification
Timer
- Special task that initiates a flow at a specified point in time
Observer
- Special task that watches a process and its associated repositories, and initiate a
flow when a certain condition becomes true
Start, stop, end nodes
- Control the process when start, and stop
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Add Process other information
Through additional investigations and interviews, begin to identify detailed
attributes
Business Items
Roles
Resources
Durations
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Costs
Descriptions
Classifiers
Organizations
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Input, Output – Data Model
Inputs and outputs represent data that are required by a process or
activity to start processing, or the result of the process or activity after
processing has been completed
Basic type
String, integer, Boolean, Time,…
Complex type - Business Item
- A business item is anything that is created, assembled, inspected, tested, modified, or worked upon
- Examples of business items: Manufacturing order, motherboard, power supply, memory chip; Customer information record,
purchase order.
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The Data Model – Business Item
This data can be imported in from existing sources or upon export be used to help develop
or enhance systems
Ability to associate critical information required for the process execution and to support the
logic behind how the process behaves
Exportable so that it can be leveraged by both the runtimes and the application developers
Business Service Object represent the element of XSD(XML Schema) files
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Business item Instances
Business item instances represent particular occurrences or copies of business
items
- If you have defined a business item called Problem Ticket, then an example of a business item instance
would be “Ticket #7”
Instances can be used to define default values
Business item states represent the different stages that a business item can go
through in a business process
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The Resource Model
Resources, both human and non-human, are used to designate who will be
responsible for claiming and completing a specific task
Defines all role, individual, and bulk resources that are used within the
business process and their associated costs
Predefined resource definitions for a person, equipment, machine, facility,
tool, and communication service.
Complex resource behaviors can be modeled in order to accurately reflect
those behaviors in the analysis model
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Qualifications and attributes associated to resources help determine the right
resource to be used under a give set of circumstances
Use of timetable definitions help to accurately reflect any resource schedules
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Organization and Location
Organization units model the specific organizational groups inside of an
organization. Usually, these groups are made up of people who cooperate to
accomplish specified objectives. Organization Units can be enterprises, companies,
departments, or teams.
Graphical organization tree allow for visibility into what the relationship
between the organizations and the resources are in order to view handoffs
Locations model specific places of interest to your organization.
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The Organization Definition
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Cost and Revenue
Processing Cost
- The expense incurred each time the element
runs
Startup Cost
- A one-time cost incurred each time the element
start
Wait-time Cost
- The expense that accrues while the element is
waiting for a resource to become available
Revenue
- The revenue generated each time the element
runs
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Duration
Processing time
- The time while the activity is actively executing
- Rather than elapsed time, which may include delays while waiting for a resource
Resource wait time
- The maximum time that the activity will wait for a resource before the activity fails
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Classifier
Categorize tasks and other process elements
for decision-making or process optimization
Highlight important aspects of a process
Group or categorize related activities and/or
processes
May assign multiple classifiers to a single process
element
Predefined classifiers are provided for quality
control, value added, and workflow
WSRR classification use Classifier to connect
task and service
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Agenda
IBM WebSphere Business Modeler Overview
Business Scenarios of Modeler Usage
Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
7/20/2015
WebSphere Business Modeler: Process modeling
communicates the business needs to IT for development
Business and engineering analysts create “As Is” models.
Analyze current process to identify improvement areas.
“As Is” models are redesigned into future state “To Be” models.
“To Be” models serve as key drivers for future development.
WebSphere Business Modeler simulates these models along key variables,
such as time, cost, and resources.
– Focuses on the greatest potential for improved productivity and
integration between the business and technology domains
Process models are exported to WebSphere Integration
Developer.
BPEL compliant implementation of human tasks and IT resources
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Java snippets can be developed when a need is discovered.
An Introduction to IBM WebSphere Business Modeler
7/20/2015
Business Process Modeling Notation
(BPMN)
Business Analysts want to use a standard notation for process
diagrams; Business Process Modeling Notation (BPMN) was
developed as a standard.
Process diagrams can be created in BPMN style.
Ability to display existing and new processes in original.
WebSphere Business Modeler style or BPMN style.
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Modeler static analysis reports on the
process
Static analysis reports on the proposed “To Be” model
are run to understand:
Activity cost and duration
Activity by classifier
Resource cost analysis
Matrix analysis (resource and role)
These are weighted averages, so they represent the
expected long-term cost of the proposed “To Be”
process.
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Simulation Terminology
Simulation snapshot
Simulation profile
Each execution of a process in a simulation
Process cases
Represent units of work passing through the process
Process instances
The way decisions are handled during simulation
Tokens
The information that comes out of the simulation
Probabilities or expressions
A record of the model plus the simulation attributes
Statistics and results
A record of the model that will be simulated
Each path through a process
Random number generation
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The introduction real-life variability into a simulation
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Creating simulation snapshot
A simulation snapshot is a record of the complete process model at the moment
when you simulated the process
A simulation profile is a copy of a process model, augmented with simulation
attributes
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Simulation Attributes — General
Process simulation attributes define conditions and behaviors for a process as a
whole during a simulation run.
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Simulation Attributes — Inputs
Associate a token with a business item
The business item will arrive with the
token
Number of tokens per bundle
Number of tokens that arrive at the
same time
Total number of tokens
Number of tokens generated per run
Total tokens are grouped by bundle
One-time cost per token
Time trigger
Fixed interval with a start time
Random time trigger
Select a statistical distribution for token
generation
Timetable trigger
Use a timetable to generate tokens
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Simulation attributes — Input Logic
Input criteria simulation settings
For one process input
The probability of the input is 100%
For multiple process inputs
Specifies the probability of receiving each of the different inputs or combination of inputs
Output criteria associations
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Specify the association between the inputs of the process and the outputs of the process
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Simulation Attributes — Business item
Creation
Business item creation
Specifies the business items to be created by the process
Create simulation values
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Specifies the rule used to create business items
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Simulation Attributes — Resource Pool
Resource usage
Run simulation without resource requirements.
Ignore the resource requirements.
Use to test the model without resources.
Resource pool
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Select resources to be made available to the simulation
By default, all resources defined in your project are available
If the roles are checked the simulation will supply as many roles as needed
The number of roles can be limited
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Simulation Control Panel
Simulation Control Panel tab
Setting, pause, stop, step, run
Simulation settings
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Step settings
Animation settings
Display animation
Speed
Statistic settings
Specify what is displayed in statistics
Replication settings
Result settings
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Specify token creation settings
…Where the virtual data for simulation come from?
A token represents a unit of work that is received by a process and transferred
between different activities in the process flow.
By specifying token creation settings, you define the quantity and rate of inputs that
process handles in a simulation run
You may need to run a large number of tokens through a process to achieve a
statistically significant simulation result that you can use for dynamic analysis. The
number of tokens that you need to run depends on the number of cases that the
process produces
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Powerful Simulation Engine
Distribution
Business item creation
Expression
Interrupt
Resource allocation
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Use of Statistical Distributions in
Simulation
Statistical distribution allow a model
more accurately reflect the real world
behavior of the business process
Distribution help build randomness
into a model, which averages can’t do
Measured
may
limited
In Modeler, data
distribution
can be
be assigned
to: and
- Token creation
making
decisions
with small sample
- Task completion
times
- Task cost
sizes
the risk of incorrect
- Task increases
revenue
- Decision paths
forecasts or decisions
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Business Item Creation
For an activity
within a process,
you can specify
rules that govern
how values are
assigned to
business items
that will be used
in simulation.
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Expression
Expressions
are conditions
or
mathematical
functions that
applications
evaluate to
produce
specific types
of values such
as Boolean,
numeric, or
date and time.
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Interrupts
Interrupts allow you to monitor certain conditions, such as cost overruns or
excessive times spent waiting for resources, by causing a simulation run to be
automatically suspended whatever such a condition occurs
Simulation will pause on an interrupt only when it reaches a point where it can
safely suspend the simulation
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Running a simulation
You can run a simulation of a process to get an animated view of the process operation
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View Simulation Result – Control Panel
Control panel
- While a simulation is running and after it has completed, you can view statistics relating to the execution of
the simulation.
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The Analysis – Static and Dynamic
Analysis
Static Analysis – give business users important information computed from
the raw data in the models. Inputs are raw model data and parameters
entered by the user
Dynamic Analysis – Provides the business user with information computed
from the process simulation results – critical path, shortest path, cycle
times. Inputs is:
Process simulation results generated from the simulation engine and Database
Both results are viewed using either a tabular or graphical viewer. Can also
be printed using predefined report template
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The Analysis – Static and Dynamic
Analysis
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Viewing Simulation Result – Dynamic
Analysis
Help you evaluate how a process that you have modeled operates under
specific simulation conditions.
Help you identify problems in the way that the process currently works,
and you can compare the results that you produce when you simulate
different variations of the same process or simulation profile.
Analysis of the results of a process simulation from different
perspectives
Time, money, and statistics
Aggregated analysis
- Shows aggregated results for elements that have multiple instances or are executed multiple times in the simulation of
a process, such as an activity or a resource
Process instance analysis
- Shows process results within a particular instance of a process that is created during a simulation run
Process cases analysis
- Show statistics produced by all process cases in a simulation
Processes comparison analysis
- Compare the weighted average results of two simulated processes that use the same input parameters
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Aggregated Analysis
Used to gain an understanding of the behavior of the process as a
whole
Most broadly scoped of the dynamic analyses
Uses all the data from the entire simulation run
Determines information about activities and resources used in all
process instances generated during a simulation
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Process Cases Analysis
Used to gain an understanding of a specific case (process flow)
within the process.
Shows weighted average values, where the average value is weighted
for each process case to account for the distribution of process
instances to that case relative to other cases.
Process cases analysis organizes and averages the simulation results
generated for each process case, which enables you to investigate
variations in performance between different patterns of process flow.
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Process Instance Analysis
Used to gain an understanding of the behavior of a specific token's run through the
process
Get a detailed understanding of each individual pass through a process during simulation
Process instance analyses are the most granular of the dynamic analyses
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Use data from a single instance of a process case
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Comparative Analysis
Used to highlight differences and similarities in simulation results between
two different simulation runs:
Different versions of a modeled process
Different simulation sizes
Different decision probabilities
Compares the weighted average analysis results for two simulated processes
that use the same input parameters
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For example, compare the average length of time it takes to complete your current
process versus your proposed future process.
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Dynamic Analysis — Preferences
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Analysis Result – Report
Report provide a way to view, share, and print information derived from
the models created.
Generate reports that summarize different aspects of your business
process, using a variety of predefined report template
- Standard reports based on templates
- User defined reports
- Integrated Crystal Reports
A report is formatted presentation of information relating to a model or to
the results of analyzing a process
Provides return on investment (ROI) comparisons of As-Is and To-Be
models
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Agenda
IBM WebSphere Business Modeler Overview
Business Scenarios of Modeler Usage
Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
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Import and export
Import Microsoft Visio diagram to WebSphere Business Modeler
Gather and validate initial process data with office tools to use in WebSphere
Business Modeler
Template-based import for core model elements from Microsoft Excel workbooks
Ability to define the following elements in Microsoft Excel:
Business items and templates
Individual and bulk resource definitions and templates
Individual and bulk resources
Roles
Organization and location definitions and templates
Organization units and locations
Global tasks
Business rules and human tasks
Allow user to export a report to PDF format or a Microsoft Word (.docx)
document
Allow users to export a diagram to PDF, JPG, or SVG format
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Business and IT Collaboration –
Import/Export
Empower the business to
help drive the design and
function of IT systems that
support business needs
Web Service WSDL
import and use as local
task in modeling
BPEL
XPDL
WebSphere Business Modeler
Reduced cycle time
for implementing
business process
solutions
Single business
modeling tool targets
both IBM BPM
runtimes
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WID
WebSphere Integration Developer
FileNet P8 Process Designer
WebSphere Process Server
An Introduction to IBM WebSphere Business Modeler
P8 Process Engine
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Business User Collaboration - Team
Support
Collaboration scenario:
Share a project
Check Out a Project
Viewing the History of a Component
Get Content
Comparing Versions
Audit Trail Compare
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Business User Collaboration – Publishing
Server
Allows those who do not have
Modeler the ability to view business
process models
Display models in a web browser as
a set of widgets
Publish models to centralized
publishing server to share models
with users across different locations
Allows for design time reviews by
associating comments and provide
responses to reviewers of the
business process model
User Access control mechanism
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Business User Collaboration – BPM
Repository
Built on RAM, the BPM Asset Repository enables teams working on a BPM Project
to store and share artifacts through the BPM solution lifecycle
Improve Business to IT Collaboration
Support reuse of BPM assets
Supports Collaboration
Discussion forum, subscriptions, emails, RSS feeds
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BPM Repository - 3
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Business User Collaboration - Report
Report provide a way to view, share, and print information derived from the models created.
Generate reports that summarize different aspects of your business process, using a variety of
predefined report template
Standard reports based on templates
User defined reports
Integrated Crystal Reports
A report is formatted presentation of information relating to a model or to the results of
analyzing a process
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Agenda
IBM WebSphere Business Modeler Overview
Business Scenarios of Modeler Usage
Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
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What Websphere Business Monitor is
A comprehensive business activity monitoring (BAM)
software product that provides an up-to-date (near real-time)
view of your business performance
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Provides visibility into the performance of business activities by processing
events, calculating business metrics, and presenting key performance
indicators (KPIs) through business dashboards
Helps when something goes wrong and in situations where expectations
are not met
Be aware of potential problems earlier and take actions when specified
situations occur
Provide BAM solutions to give business users more visibility and
insight into the performance of the business and to help them take
informed action
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Websphere Business Monitor supports
quick glance
WebSphere Business Monitor can monitor events from a
wide variety of sources:
WebSphere Process Server
WebSphere Enterprise Service Bus
WebSphere Message Broker
WebSphere MQ Workflow
WebSphere Business Services Fabric
WebSphere Business Events
IBM FileNet P8 BPM
IBM Adapters
In fact, business events can be monitored from
anywhere CBE events can be generated from their
activities
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How WebSphere Business Monitor works
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Buildtime Architecture
Monitor development environment
Monitor test environment
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Iterative Development Steps
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Runtime Architecture
Business Space web dashboard
Portlet-based dashboard
required by
Dimensions view
and Reports view
sending notifications, calling Web services and
invoking Service Component Architecture (SCA) components
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Installation Verification
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Configuring a remote CEI for WebSphere
Business Monitor
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To monitor events from WebSphere Process Server in different cell, a remote CEI bus must
be configured and linked to the WebSphere Business Monitor bus
WebSphereBusiness Monitor provides a script that creates the remote CEI bus and the
service integration bus link
http://publib.boulder.ibm.com/infocenter/dmndhelp/v6r2mx/topic/com.ibm.btools.help.monito
r.install.doc/admin/cei_rem_onwas61.html
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Integration with WID/WPS
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Monitor Model
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XML documents which specify how information should be extracted
from events at runtime and collected, combined, and stored for
representation on a dashboard
defines what should be monitored and how it should be monitored
defines the business metrics to be observed and their dependencies on business
events
It contains:
monitor details model
key performance indicator (KPI) model
dimensional model
visual model
event model
developed in Monitor Model Editor (MME)
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Ways to create monitor model
Create a monitor model from scratch in MME
Import a preliminary monitor model from WebSphere Business Modeler
This model provides high-level descriptions of KPIs and business-relevant metrics, as
well as process diagrams that can be viewed in the WebSphere Business Monitor
dashboards
Generate a monitor model from a WPS or
WESB application
– This model provides low-level information
such as event definitions, inbound events, and
correlation expressions. We need to refine
and extend the monitor model in MME
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Monitor Details Model
a container for monitoring contexts and
their associated metrics, keys, counters,
stopwatches, triggers, and events
(inbound/outbound)
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Inputs: inbound events
Outputs: metrics, counters, stopwatches,
outbound events
interconnecting logic: triggers
A monitoring context defines all of the data
that should be collected about an entity
such as a process
extract data from inbound events and hold
in business measures: metrics, counters,
stopwatches
Outbound events can be emitted to CEI
and routed to Monitor action services
An Introduction to IBM WebSphere Business Modeler
7/20/2015
KPI Model
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contains KPI contexts which in
turn contain KPIs and their
associated triggers and events
KPIs are quantifiable
measurements of the
improvement or
deterioration in the
performance of an
activity critical to the
success of a business
KPIs use aggregate data, such as an
average or sum of a particular
metric
An Introduction to IBM WebSphere Business Modeler
7/20/2015
Dimensional model
defines cubes for dimensional
analysis which provide a
business intelligence
perspective of the historical
data collected across all
instances
defines cubes, measures and
dimensions
To get Dimensions view:
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dimensional model
DB2 Alphablox
An Introduction to IBM WebSphere Business Modeler
7/20/2015
Visual model
contains visualization as Scalable Vector
Graphics (SVG) diagram including a
group of named shape sets
each visualization includes a set of
actions to modify the diagram based on
values of metrics and KPIs
exported from WebSphere Business
Modeler
Install adobe SVG viewer
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An Introduction to IBM WebSphere Business Modeler
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Event model
references all event definitions used as inbound or outbound events in monitor
details model or KPI model
references to any schemas used to describe the structure of individual event parts
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An Introduction to IBM WebSphere Business Modeler
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Action services
receives defined situation events
and takes action
actions are based on userdefined action templates, include:
– notifications: Alert, Email, etc.
– calling Web services
– invoking SCA components
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An Introduction to IBM WebSphere Business Modeler
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Business Space dashboards
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An Introduction to IBM WebSphere Business Modeler
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Agenda
IBM WebSphere Business Modeler Overview
Business Scenarios of Modeler Usage
Business Process Modeling
Process Simulation and Analysis
Business IT Collaboration
KPI Definition and Monitor
References
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Business Process Analysis and Modeling
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Reference
Business Activity Monitoring with WebSphere Business
Monitor V6.1
http://www.redbooks.ibm.com/abstracts/sg247638.html?O
pen
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Questions
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An Introduction to IBM WebSphere Business Modeler
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