Introduction to Business Process Management (BPM)

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Transcript Introduction to Business Process Management (BPM)

IBM WebSphere Integration Developer,
Process Server and Business Monitor
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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Introduction to IBM WID-WPS-WBM
7/20/2015
Agenda
Overview: BPM and SOA life cycle
WebSphere Integration Developer (WID)
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Why? & How?
WebSphere Process Server (WPS)
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Why? & How?
WebSphere Business Monitor (WBM)
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Why? & How?
WID-WPS-WBM and A Scenario
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Introduction to IBM WID-WPS-WBM
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IBM’s SOA entry points are increasing focus on
business process management and SOA governance
SOA does not require a specific starting point to enter the life cycle

Building upon business-centric entry points:
• People, process, and information
SOA is enabled by IT-centric entry points:
• Reuse and connectivity
Increasing focus on business process
management (
) enabled by SOA:
Extending IT infrastructure and management
for support of the
life cycle
SOA governance:
Oversight, best practices, and control of
projects for business users and IT developers
An integral part of overall governance
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Introduction to IBM WID-WPS-WBM
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BPM and the SOA business-centric entry
points: People, process, and information
SOA helps improve productivity by enabling collection and consolidation of
information into views that facilitate interaction in a business process.
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Introduction to IBM WID-WPS-WBM
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BPM and the SOA IT-centric entry points:
Connectivity and reuse
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Introduction to IBM WID-WPS-WBM
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IBM delivers core software products for all stages of
the business process management life cycle: Stage 2
Stage 1 — WebSphere Business Modeler
Gather requirements
Design, model, simulate, and
optimize business models
Stage 4 — WebSphere
Business Monitor
Business monitoring for coordinated action
Analytics and optimization of processes
Real-time visibility into business
processes,
enabling process intervention and
continuous improvement
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Stage 2 — WebSphere
Integration Developer
Discover, assemble, test
Standards-based development
environment
Stage 3 — WebSphere Process
Server
Integrated deployment of policies
and workflow
Support human-intensive
process steps with systemautomated steps and
information flows
Introduction to IBM WID-WPS-WBM
7/20/2015
Agenda
Overview: the business process management life cycle
WebSphere Integration Developer (WID)



Why? & How?
WebSphere Process Server (WPS)


Why? & How?
WebSphere Business Monitor (WBM)


Why? & How?
WID-WPS-WBM and A Scenario

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Introduction to IBM WID-WPS-WBM
7/20/2015
IBM delivers core software products for all stages of
the business process management life cycle: Stage 2
Stage 1 — WebSphere Business Modeler
Gather requirements
Design, model, simulate, and
optimize business models
Stage 4 — WebSphere
Business Monitor
Business monitoring for coordinated action
Analytics and optimization of processes
Real-time visibility into business
processes,
enabling process intervention and
continuous improvement
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Stage 2 — WebSphere
Integration Developer
Discover, assemble, test
Standards-based development
environment
Stage 3 — WebSphere Process
Server
Integrated deployment of policies
and workflow
Support human-intensive
process steps with systemautomated steps and
information flows
Introduction to IBM WID-WPS-WBM
7/20/2015
Create, assemble, and test components
in WebSphere Integration Developer
WebSphere Integration Developer is the development suite of
tools for WebSphere Process Server
An integral part of the development process:
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Import business process models from WebSphere Business Modeler
Assemble business processes, SOA components, and adapters
Visual snippet editor can develop components, when needed
Java programming skills are required
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Test end-to-end enterprise solutions in a dedicated test environment
Includes a full WebSphere Process Server test framework
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Provide tools to deploy solutions to WebSphere Process Server
Enable aspects of WebSphere Process Server used for performance
measurement in WebSphere Business Monitor
Monitor toolkit can be installed as a unit test environment
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Why use WebSphere Integration
Developer?
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Single environment for integrating business processes into enterprise
solutions for WebSphere Process Server run time
Easy-to-use development environment for building reusable software
components in the familiar Eclipse interface
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– Common interface to Modeler
and Rational development tools,
too
Efficiently distributes the business
integration work effort with the
application development
WebSphere Integration
Developer is included in the IBM
WebSphere Process Server
software package
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Introduction to IBM WID-WPS-WBM
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Web services: Related business services that can be
integrated with other services globally over the Internet
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Web services allow buyers and sellers to discover each other,
connect dynamically, and trade in real time with minimal human
interaction.
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Web services are self-contained, self-describing modular applications.
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On the client side, no additional software is required.
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A programming language with XML and HTTP client support is enough
On the server side, a Web server and servlet engine are required.
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Published, located, and invoked across the Web
The client and server can be implemented in different environments
Web services can be enabled for an existing application without
writing code.
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Web services applications provide components that work together.
Programming languages are not a factor.
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Rely on existing transport technologies, like: HTTP
Using standard data encoding techniques, like: Extensible Markup Language (XML),
for invoking the implementation
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Web services: Key components
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Web Services Description Language (WSDL) is the
XMLbased file that describes the Web service.
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The Web service request uses this file to bind to the service.
SOAP is the XML-based protocol that the Web service
request uses to invoke the service.
Universal Description Discovery and Integration protocol
is the registry that hosts the service broker.
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– UDDI is similar to the Yellow Pages in a phone book.
Introduction to IBM WID-WPS-WBM
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WebSphere Integration Developer tooling
components
How can you successfully:
By using the following:
Leverage resources from WebSphere
Business Modeler?
Import business processes from Modeler
as BPEL components
Build simple processes to complement
your
imported models?
Business process choreographer to
capture simple processes inside
WebSphere Integration Developer
Establish and maintain cross-references
between business objects?
Relationships to help build, define, and
maintain referential integrity
Manage differences between data objects?
Mediation and mapping for data sharing
Have data from different systems interact? Business object editor creates SDOs
Model complex, interactive processes?
State machine editor for complex process
Implement business rules into your
solution?
Business rule editor to let developers
build reusable templates
Involve your staff as part of the processes? Human task editor to build and assign
tasks; then delegate, transfer, and complete
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Assembling service components in a
module
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WebSphere Integration Developer implementation
tooling enables SOA core components
WebSphere Integration Developer maintains a standard programming model to
support the service-oriented architecture on WebSphere Process Server.
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Introduction to IBM WID-WPS-WBM
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WebSphere Integration Developer implements
service components for integration of business logic
WebSphere Integration Developer includes editors to support the building of
service components.
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WebSphere Integration Developer implements
supporting services of process integration
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Agenda

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Overview: the business process management life cycle
WebSphere Integration Developer (WID)

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WebSphere Process Server (WPS)

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Why? & How?
WebSphere Business Monitor (WBM)
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Why? & How?
Why? & How?
WID-WPS-WBM and A Scenario
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Introduction to IBM WID-WPS-WBM
7/20/2015
IBM delivers core software products for all stages of
the business process management life cycle: Stage 3
Stage 1 — WebSphere Business Modeler
Gather requirements
Design, model, simulate, and
optimize business models
Stage 4 — WebSphere
Business Monitor
Business monitoring for coordinated action
Analytics and optimization of processes
Real-time visibility into business
processes,
enabling process intervention and
continuous improvement
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Stage 2 — WebSphere
Integration Developer
Discover, assemble, test
Standards-based development
environment
Stage 3 — WebSphere Process
Server
Integrated deployment of policies
and workflow
Support human-intensive
process steps with systemautomated steps and
information flows
Introduction to IBM WID-WPS-WBM
7/20/2015
Why use WebSphere Process Server?
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WebSphere Process Server is a business integration server
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– Provides a comprehensive SOA offering – standards-based
Executes complex business processes securely, consistently, and with transactional
integrity
Provides software life cycle tooling for business process management (BPM)
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Includes WebSphere Integration Developer
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Implements a Web services BPEL-compliant process engine
Enables building of composite integration applications
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• Provides SOA-based automation of business processes
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Provides failover to assure all messages get to their destination
Provides high performance and qualities of service (QoS)
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– Security in a central location for all users
A built-in Java Messaging Service (JMS) provider for WebSphere Process Server
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Allowing reuse of existing IT assets exposed as services
With fault tolerance and error-detection capability for transaction support
Scalability expands capacity as system needs grow
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WebSphere Process Server is built upon WebSphere
Application Server, providing a flexible foundation
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WebSphere Process Server is a J2EE runtime engine
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Installed onto WebSphere Application Server
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Clustering for a highly available transaction engine provided by WebSphere Application Server Network
Deployment
Automates business processes by integrating:
People: human tasks, role-based tasks
Workflows: choreography of automated and human activities
Applications: automation of processes using business rules and state machines
Systems, platforms, and architectures: dynamically choose interfaces based on scenarios
Choreography
Mediation
Clustering
Application
Server
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WebSphere Process Server executes deployed service
components for process integration and notification
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Using WebSphere Process Server to
administer an IT solution
Examples
WebSphere
Integration Developer
work effort
WebSphere Process
Server administration
can:
A customer orders from
ClipsAndTacks’ catalog using a
Web browser — 24 hours
each day
Imported the business
process from WebSphere
Business Modeler
• Manage business processes using
the BPC Explorer Web tool
• Schedule applications to
balance server load
Customers can order
by Web browser
Represented business
functions as reusable
component "building
blocks"
• Start or stop modules of
components
• Activate, deactivate, suspend, or
resume integration Adapters
Orders automatically
checked against the
business rules engine
Developed reusable
business rule templates
• Modify default business rules using
the Business Rule Manager Web tool
Regular customer’s orders
totaling over $750 must be
approved by the order
Manager
Created and assigned tasks to
staff in the context of the
business process
• Claim, complete, suspend,
transfer, or release work
items using the BPC Explorer Web
tool
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Administration in WebSphere Process
Server
Use WebSphere Integration
Developer to:
Use WebSphere Process Server to:
Import or build new business processes as BPEL
components or state machines
Launch a Web tool for managing business processes
or state machines
Assemble components in the assembly editor
Start or stop published modules of components
Install adapters for integrating different legacy systems
together
Activate, deactivate, start, stop, or suspend adapters
Establish cross-references using relationships
Administer relationships using relationship manager
Complement the solution with default business rules
and reusable templates
Launch a Web tool for working with business rules in
runtime
Involve staff members by assigning tasks to users
Connect to user registries; launch a Web tool for
working with tasks, and so on
Manage process activities:
Handle failed events
Schedule applications to balance server loads
Observe performance metrics from running
components
Browse events generated from components
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Managing installed modules containing
components
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Components are built into modules
Modules are represented as EAR files on WebSphere Process Server
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One-to-one relationship of module: EAR file
An administrator may perform any of the following tasks:
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Start or stop a published module
View components contained inside a module
Install a new application
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Managing business processes with BPC
Explorer
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BPC Explorer is a flexible, Web-based interface into WebSphere Process Server is used for:
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Managing business process instances
Managing business state machine instances
Working with staff tasks (or "human tasks")
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Provides a graphical view for process structure and instances
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Claim, complete, release, suspend, or transfer
Start new instances
Manage running instances (terminate, delete, suspend, resume, compensate, and so on)
View activity-level details, inline human tasks, manage failed compensations
Usage scenarios
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Understand process structure
Check status of process and its activities
Introduction to IBM WID-WPS-WBM
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Flexibility of the BPC Explorer tool
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Built with reusable pieces using the industry standard: JavaServer Faces
(JSF)
JSF tags can be incorporated into existing Web pages, applications, or
portals
Manages business processes, state machines, and human tasks
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Relationship manager runtime
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List the relationships which are being enforced
Configure the database and relationship properties
Administer the relationship table contents
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– Query existing relationship instances
– Roll back the table to a previous checkpoint
– Archive out-of-date data
– Manage table size and content
Introduction to IBM WID-WPS-WBM
7/20/2015
Business rules runtime
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WebSphere Process Server runtime exposes business
rule groups as services.
• Handles typical integration rules.
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80% of all business rules used today are handled by the
runtime
Complex rule inferencing is handled by third-party rule engines
• Edit and update business rules in real time.
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Use the business rules Web tool
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Included with WebSphere Process Server as an optional install
Web tool is completely customizable to fit enterprise needs
Introduction to IBM WID-WPS-WBM
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On-demand support for business rules
runtime
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Business Rule Manager
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Web-based runtime tool for
working with business rules
Easy to modify when
conditions change, kept
separate from process model
Rules are edited in natural
language format – no coding
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Using the Business Rule Manager, anyone can:
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Change the conditions or reorder rules
Create new rules, or delete obsolete ones on
demand
Business Rule Manager
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Completely customizable, built with reusable
pieces (JavaServer Faces)
Can be built into existing solutions, Web pages,
or portals
Introduction to IBM WID-WPS-WBM
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Application scheduler
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An administrator can
manage the server
load by scheduling
applications to run at
off-peak times.
An application can be
scheduled to start and
stop at specific times.
Schedules can recur.
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With application scheduler:
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3.
4.
5.
6.
7.
8.
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Application A starts.
Application A processes its work.
Results are placed in an "outbox" queue.
Application A stops.
Application B starts.
Application B processes work from the
queue.
Results are placed in another "outbox"
queue.
Application B stops.
Introduction to IBM WID-WPS-WBM
7/20/2015
Business calendar
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A system of timekeeping that defines the beginning, length, and
divisions of a business year.
Stored as XML artifacts.
Created , viewed, edited in a business module in WebSphere
Integration Developer.
Deployed to WebSphere Process Server as part of the business
module.
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Libraries are copied to the EAR
Accessed with the business calendar service in WebSphere Process
Server and used in WebSphere Process Server components, such as
a business processes and human tasks.
Business processes can use business calendars to schedule timeouts.
Human tasks can use business calendars to schedule when a task
expires or when it will be deleted or is overdue.
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Introduction to IBM WID-WPS-WBM
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Agenda


Overview: the business process management life cycle
WebSphere Integration Developer (WID)

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WebSphere Process Server (WPS)

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Why? & How?
WebSphere Business Monitor (WBM)
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Why? & How?
What? & How?
WID-WPS-WBM and A Scenario
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Introduction to IBM WID-WPS-WBM
7/20/2015
IBM delivers core software products for all stages of
the business process management life cycle: Stage 4
Stage 1 — WebSphere Business Modeler
Gather requirements
Design, model, simulate, and
optimize business models
Stage 4 — WebSphere
Business Monitor
Business monitoring for coordinated action
Analytics and optimization of processes
Real-time visibility into business
processes,
enabling process intervention and
continuous improvement
34
Stage 2 — WebSphere
Integration Developer
Discover, assemble, test
Standards-based development
environment
Stage 3 — WebSphere Process
Server
Integrated deployment of policies
and workflow
Support human-intensive
process steps with systemautomated steps and
information flows
Introduction to IBM WID-WPS-WBM
7/20/2015
What is business activity monitoring?
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Business activity monitoring (BAM) is the presentation of
real time information related to activities inside
organizations and across relationships with external
partners and customers.
This information is role-based, targeted and focused to
the status and results of various operations, processes,
and transactions.
This information is used to make informed, quick business
decisions, and take action to address problem areas.
BAM systems collect and process business events that are
fed from applications, integration software, or business
process management software
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WebSphere Business Monitor capabilities
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Captures specified business-related data from business
applications based on the monitor model
Extracts the measurement variables from the data
Transforms the variables into metric and key performance
indicator (KPI) values
Displays the measurement values on Monitor dashboard
Provides business intelligence insight through dimensional
analysis and reporting
Enables user to define actions when specified situations
occur
Identifies and notifies user of operation failures for
inspection and analysis
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WebSphere Business Monitor Toolkit
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Provides the tools for creating monitor models that can
be transformed into executable code for WebSphere
Business Monitor
Runs inside WebSphere Integration Developer
Includes the monitor model editor and a unit test
environment
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The monitor model editor is a visual editor for creating
monitor models.
The unit test environment is a lightweight environment for
testing the monitor model in WebSphere Integration
Developer and requires no prerequisites.
Introduction to IBM WID-WPS-WBM
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WebSphere Business Monitor at a glance
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Monitor business process
performance
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In-progress processes can be
monitored and bottlenecks can be
eliminated,
Track key performance indicators.
Respond to situations
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Detect unusual situations, like:
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Out of threshold KPIs
Individual process instances that
need attention
Take corrective action before
problems arise
Enable earlier, better insight
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Analyze KPIs over time and other
dimensions
Use business measures to identify
trends
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Managing continuous process
improvement
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Achieve real-time visibility into
processes with WebSphere Business
Monitor
Business activity monitoring (BAM)
capability
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Monitoring extensibility
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Increased scope of activities and
applications that can be monitored
Improved business insight and flexibility
Ability to define monitoring models that
have input from various sources
Improved administration and testing
environment
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Guided administration
New unit test environment
Command line interfaces
Updated dashboards and dashboard
frameworks
Enhanced KPI management dashboard
Custom dashboard toolkit
Introduction to IBM WID-WPS-WBM
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Manage executing processes and export real-time data
back to Modeler for process improvement life cycle use
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Monitor executing processes
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Inspect process instance data
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Examine durations, costs
Guide actions
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Process status
Execution paths
Start or stop claims processes if a high value claim is being
handled incorrectly
Transfer work items to users with the appropriate authority
Export actual process data to Modeler
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Run new simulations based on real data
Improve accuracy and reduce risk
Introduction to IBM WID-WPS-WBM
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Monitor process performance
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View Key Performance
Indicators (KPIs) calculated
from live process data
Display KPIs in a variety of ways
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Respond to situations
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Detect situations and take action
View alerts from active processes
Send Notifications for manual response
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e-mails
Mobile phone
SMS messages
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A BPEL process
A Web Service
Invoke automated responses
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Embed business intelligence
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Introduction to IBM WID-WPS-WBM
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Dashboards enable you to…
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Monitor and manage business performance indicators
Retrieve information quickly and efficiently
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Features of Monitor dashboards
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Personalize the analysis and display of business performance
data, and compress information to focus on the business
objectives and the key performance indicators (KPI)
View business-critical information graphically, using visual cues
such as color to improve the probability of timely problem
determination and the speed of decision making
Visualize performance data such as KPIs and metrics, which
might be summarized in reports and graphs
Analyze and investigate business situations by using drill-down
capabilities to trace situations to individual events and inspect
event details
Set up actions and alerts that are part of the management
phase of a business performance management solution
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Simplified dashboard architecture
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Integration with Business Space (1 of 3)
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A single point of entry to BPM content
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Integration with Business Space (2 of 3)
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Business Space displays business spaces, pages, and
widgets with content from products in the WebSphere
BPM portfolio.
A business space is a collection of related Web content.
You can have many business spaces, each for a different
purpose.
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For example, a space with widgets from Business Monitor
might be used to monitor your KPIs.
Business Space can display the contents of one space at a
time.
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Integration with Business Space (3 of 3)
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Business Space Framework used for Web-based
dashboards
All Business Monitor dashboard widgets use this
framework
Can include widgets from other products on same
dashboard
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WebSphere Integration Developer
WebSphere Business Modeler Publishing Server
WebSphere Process Server
WebSphere Business Services Fabric
Introduction to IBM WID-WPS-WBM
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Integration with Business Space —
widgets (1 of 4)
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Introduction to IBM WID-WPS-WBM
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Integration with Business Space —
widgets (2 of 4)
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Integration with Business Space —
widgets (3 of 4)
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Optionally, install Alphablox for
dimensional analysis widgets
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Dimensions, reports
Organizations
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Displays the organization
structure defined in the user
registry, for example, an LDAP
server
Used in conjunction with reports
to perform data analysis for
assigned employees
Introduction to IBM WID-WPS-WBM
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Integration with Business Space —
widgets (4 of 4)
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Integration with Business Space
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Cooperative connections between dashboard views
New procedure to enable cooperative connections
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Source
Target
Description
Instances
Diagrams
When an instance is selected from Instances,
Diagrams displays the diagram of the selected
instance.
Alerts
Diagrams
Automatically display a diagram that is based
on the particular alert you select from Alerts.
Alerts
Instances
When you click the alert source icon in Alerts,
the associated process instance is displayed in
Instances with the associated business
measures.
Introduction to IBM WID-WPS-WBM
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Asset repository — integration
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You can share your BPM assets among different
WebSphere tools.
Rational Asset Manager integrates with
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WebSphere Business Modeler
WebSphere Integration Developer
WebSphere Business Monitor development toolkit.
There is a common interface to Rational Asset Manager
from all three tools.
Wizards are available for adding assets to the repository
and importing them from the repository.
Users can be notified of asset changes by e-mail for each
asset that is subscribed.
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Alert subscription
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Displays alerts that notify business users of defined situations occurring at run time
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Define situation events in monitor model
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Configure Monitor to create alerts when the situation events occur
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Alerts view shows the alerts as they occur
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Allow users to subscribe to alerts of interest without involving IT
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Select desired methods of notification, for example, cell phone, or e-mail
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Subscription list is filtered based on what the user is authorized to view
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Allow to forward alerts to other monitor dashboard users
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Alert subscription features
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Mark alerts as read or unread ,or remove them from view (they
remain in the database)
Alert subject and body is configured in Monitor Action Services
(notification template definition)
Subject or body can include situation event data using substitution
variables
Click event subject to read event and show more details
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Optionally show the technical detail of the situation event
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Export to WebSphere Business Modeler
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Exporting data from WebSphere Business Monitor helps you
to precisely analyze and manipulate real-time processes data
Export the values of business measures in a monitor model to
an XML file to be imported into WebSphere Business Modeler
Only measures with a value type of decimal or duration are
available for export
Exported measures are only calculated on completed
instances
Select a monitor model based upon your security access set
by the administrator
Export data from the selected model only or export from all
versions
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Export values
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Diagram view (1 of 3)

Displays diagrams and instance diagrams associated with a
context
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Diagram is in Scalable Vector Graphic (SVG) format
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Diagram view (2 of 3)
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Hover cursor to show more information

Drill down to show sub-processes
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Use “back to root” or “back to parent” button to return
from local subprocesses
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Text, such as task names, can also be selected in the view
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Diagram view (3 of 3)
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Can interact with Instances and Alerts view
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Requires portlets be wired together
In those views, click the
link to display an individual
instance in the diagram view
The instance is shown, with red highlighting indicating the
ready, running, or completed activities
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Dimensional view

Displays multidimensional reports that analyze different
aspects of data retrieved from a multidimensional data
mart
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Charts and grids present data for analysis against different
dimensions
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Dimensions
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Process data can be described in terms of:

Quantitative data (what is measured or counted)
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Dimensions (how to divide up, or group the data)
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Example: order price, number of sales, shipping time
Example: customer, address, product
Dimensions provide a structure that summarizes measures
WebSphere Business Monitor uses these definitions to create
structured data stores (DB2 Cube views)
Runtime data is captured, analyzed and persisted into these
structured data stores
WebSphere Business Monitor dashboards allow the user to
graphically display and interactively analyze this data
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Dimension levels
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Dimensions can (optionally) have multiple levels
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Location
 Continent
 Country
 State/Province
 City
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Aggregation group levels are:
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Time
 Century
 Year
 Month
 Day
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Product
 Category
 Name
Level 0 is the top level (continent)
Level 1 is the second level (country)
Introduction to IBM WID-WPS-WBM
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Dimensional analysis
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Provides business insight by summarizing business metrics
Organizes data into levels of detail that can drilled down to
extract significant information
Dimensional analysis enables a breakdown of quantitative
measures by some grouping (dimension)

Typically this format: “function” of a “measure” by a “dimension”

For example:



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Average of profit by city
Total of order value by customer
Maximum of employee salary by time
To be able to perform dimensional analysis, you need to define
some measures as quantitative data and other measures as
aggregation groups
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Instances view

Displays the available monitoring context in either
individual instances or user-defined groups of context
instances
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Key performance indicators (KPIs) view
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Shows the status and value of KPIs
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Nonnumeric values can be also be displayed
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True/false, date and time
Status can be shown using different icons from a palette
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Tool tip shows more info
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Report view
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Displays performance reports relative to a time axis
Analyze historical values of numeric business measures
that belong to a cube
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Typically represented in tables and graphs
Drill up or down using dimensions
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Agenda
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Overview: the business process management life cycle
WebSphere Integration Developer (WID)
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WebSphere Process Server (WPS)

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Why? & How?
WebSphere Business Monitor (WBM)
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Why? & How?
Why? & How?
WID-WPS-WBM and A Scenario
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WebSphere Business Modeler to WebSphere
Integration Developer to WebSphere Process Server
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Case study: Business solution for the Verify
a Credit process
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Questions
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