Transcription
Front coverPatterns: SOA Foundation Business ProcessManagement ScenarioModel, assemble, deploy, and managebusiness process management solutionsFollow implementation guidesusing IBM WebSphere softwareLearn by example withpractical scenariosMartin KeenGreg AckermanIslam AzazManfred HaasRichard JohnsonJeeWook KimPaul Robertsonibm.com/redbooks
International Technical Support OrganizationPatterns: SOA Foundation - Business ProcessManagement ScenarioAugust 2006SG24-7234-00
Note: Before using this information and the product it supports, read the information in“Notices” on page xi.First Edition (August 2006)This edition applies to IBM WebSphere Business Modeler V6, IBM WebSphere IntegrationDeveloper V6, IBM WebSphere Process Server V6, and IBM WebSphere Business Monitor V6. Copyright International Business Machines Corporation 2006. All rights reserved.Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.
ContentsNotices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiThe team that wrote this redbook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiiiBecome a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviComments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviPart 1. SOA Foundation and Business Process Management . . . . . . . . . . . . . . . . . . . . . . . 1Chapter 1. Welcome to this redbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.1 An introduction to this document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2 How to navigate this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2.1 SOA Foundation and the Business Process Management scenario . 51.2.2 Applying SOA scenarios and the IBM Patterns for e-business . . . . . . 51.2.3 Business Process Management product capabilities . . . . . . . . . . . . . 61.2.4 Business Process Management scenario implementation . . . . . . . . . 7Chapter 2. IBM SOA Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92.1 SOA Foundation lifecycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102.2 SOA Foundation Reference Architecture . . . . . . . . . . . . . . . . . . . . . . . . . 132.3 SOA Foundation scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172.3.1 Service Creation scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202.3.2 Service Connectivity scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232.3.3 Interaction and Collaboration Services scenario . . . . . . . . . . . . . . . . 292.3.4 Business Process Management scenario . . . . . . . . . . . . . . . . . . . . . 302.3.5 Information as a Service scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Chapter 3. Business Process Management scenario . . . . . . . . . . . . . . . . 333.1 Business Process Management overview. . . . . . . . . . . . . . . . . . . . . . . . . 343.2 IBM products for Business Process Management . . . . . . . . . . . . . . . . . . 353.2.1 Summary of IBM products for Business Process Management . . . . 353.2.2 IBM product descriptions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373.3 Roles of Business Process Management . . . . . . . . . . . . . . . . . . . . . . . . . 39Chapter 4. Process for applying SOA scenarios . . . . . . . . . . . . . . . . . . . . 434.1 Process for using SOA scenarios and patterns. . . . . . . . . . . . . . . . . . . . . 444.1.1 SOA scenario selection table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464.2 Applying the process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Copyright IBM Corp. 2006. All rights reserved.iii
Chapter 5. Patterns for e-business and Business Process Management 495.1 Introduction to the Patterns for e-business . . . . . . . . . . . . . . . . . . . . . . . . 505.1.1 Patterns for e-business layered asset model . . . . . . . . . . . . . . . . . . 505.1.2 Summary description of patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . 525.1.3 Patterns for e-business Web site . . . . . . . . . . . . . . . . . . . . . . . . . . . 525.2 Application Integration pattern. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535.2.1 Serial Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 535.2.2 Parallel Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 595.3 Extended Enterprise pattern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645.3.1 Exposed Serial Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Part 2. Business Process Management product capabilities . . . . . . . . . . . . . . . . . . . . . . . 71Chapter 6. Modeling capabilities of WebSphere Business Modeler. . . . . 736.1 Business value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 746.2 Modeling capabilities with WebSphere Business Modeler . . . . . . . . . . . . 756.2.1 Overview of WebSphere Business Modeler features . . . . . . . . . . . . 756.2.2 Basic business modeling and modeling modes . . . . . . . . . . . . . . . . 796.2.3 Simulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826.2.4 Business measures design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826.2.5 Modeling for execution and monitoring . . . . . . . . . . . . . . . . . . . . . . . 866.2.6 Importing and reusing existing Web services definitions . . . . . . . . . 94Chapter 7. Assembly capabilities of WebSphere Integration Developer . 997.1 Business value of using WebSphere Integration Developer . . . . . . . . . . 1007.2 The IBM SOA programming model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1017.3 Role of the integration developer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1047.4 Getting to know WebSphere Integration Developer . . . . . . . . . . . . . . . . 1057.4.1 Key component types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1057.4.2 Integration services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1157.4.3 Essential terms and concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Chapter 8. Deployment capabilities of WebSphere Process Server. . . . 1218.1 Business value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1228.1.1 Reliable and simple operation environment . . . . . . . . . . . . . . . . . . 1228.1.2 Protection of investment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1238.1.3 Agility built into operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1238.2 Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1248.2.1 Capabilities as an SCA and WS-BPEL runtime environment . . . . . 1248.2.2 Capabilities to work with external resources . . . . . . . . . . . . . . . . . . 1268.2.3 Installation capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1278.2.4 Capabilities to run BPM applications. . . . . . . . . . . . . . . . . . . . . . . . 1298.2.5 Administration capabilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1308.2.6 Capabilities to configure security to use with human tasks . . . . . . . 133ivPatterns: SOA Foundation - Business Process Management Scenario
8.2.7 Version control capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Chapter 9. Management capabilities of WebSphere Business Monitor . 1379.1 Business value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1389.1.1 Basic activities of process monitoring . . . . . . . . . . . . . . . . . . . . . . . 1389.1.2 Process monitoring using BPM-enabling solutions . . . . . . . . . . . . . 1399.1.3 Real-time process monitoring using IBM BPM solutions . . . . . . . . 1409.2 WebSphere Business Monitor capabilities . . . . . . . . . . . . . . . . . . . . . . . 1419.2.1 Real-time business measure extraction . . . . . . . . . . . . . . . . . . . . . 1429.2.2 Business situation handling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1439.2.3 Performance analysis and reporting . . . . . . . . . . . . . . . . . . . . . . . . 1439.2.4 Using historical data for continuous process improvement . . . . . . . 149Part 3. Scenario implementation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Chapter 10. Business scenario and solution architecture . . . . . . . . . . . 15310.1 Business model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15410.1.1 Initial context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15410.1.2 Existing business process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15410.1.3 Business rules and business measures . . . . . . . . . . . . . . . . . . . . 15510.1.4 Roles in the organization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15610.2 IT requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15710.2.1 Functional requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15710.2.2 Non-functional requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15810.2.3 System context diagram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15810.3 Solution architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15910.3.1 Apply fit gap analysis to ITSO Speedy Rentals. . . . . . . . . . . . . . . 15910.3.2 Select the SOA scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16010.3.3 Reuse patterns assets to accelerate solution architecture . . . . . . 16110.4 Implementation details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16310.4.1 Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16310.4.2 Assemble . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16310.4.3 Deploy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16510.4.4 Manage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16610.4.5 Continuous improvement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166Chapter 11. Model with WebSphere Business Modeler. . . . . . . . . . . . . . 16711.1 Overview of the process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16811.2 Modeling the current business process. . . . . . . . . . . . . . . . . . . . . . . . . 16911.3 Creating the As-Is process model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17011.3.1 Configuring WebSphere Business Modeler . . . . . . . . . . . . . . . . . 17111.3.2 Creating the As-Is process flow . . . . . . . . . . . . . . . . . . . . . . . . . . 17611.3.3 Creating the business items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18111.3.4 Connecting tasks with associated data . . . . . . . . . . . . . . . . . . . . . 184Contentsv
11.3.5 Adding classifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18911.3.6 Adding resources and roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19211.3.7 Defining the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19311.3.8 Adding resources and organizations to the process . . . . . . . . . . . 19611.4 Simulating the As-Is current process model . . . . . . . . . . . . . . . . . . . . . 19811.4.1 Configuring simulation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19811.4.2 Generating a simulation snapshot and running the simulation . . . 20311.4.3 Analysis summary and recommendations for the To-Be model . . 20811.5 Creating the To-Be process model . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20911.5.1 ITSO Speedy Rentals management team decisions . . . . . . . . . . 20911.5.2 Creating the To-Be project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21011.5.3 Refining the business items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21211.5.4 Creating the To-Be process flow. . . . . . . . . . . . . . . . . . . . . . . . . . 21411.6 Modeling for WebSphere Process Server . . . . . . . . . . . . . . . . . . . . . . . 21911.6.1 WebSphere Process Server mode considerations and unsupportedelements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21911.6.2 Defining element attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22011.6.3 Technical implementation specification. . . . . . . . . . . . . . . . . . . . . 22611.6.4 Adding condition logic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23211.7 Creating the business measures model . . . . . . . . . . . . . . . . . . . . . . . . 23511.7.1 Creating business measures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23611.7.2 Creating an event for a business situation . . . . . . . . . . . . . . . . . . 23911.7.3 Dimensional analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24011.7.4 Stopwatches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24911.7.5 Counters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25211.7.6 Key performance indicators (KPIs) . . . . . . . . . . . . . . . . . . . . . . . . 25611.7.7 Aggregate metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25811.7.8 Synchronizing the business measures model . . . . . . . . . . . . . . . . 25911.8 Exporting the To-Be model to WebSphere Integration Developer andWebSphere Business Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260Chapter 12. Assemble with WebSphere Integration Developer . . . . . . . 26312.1 Import necessary artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26412.1.1 Import artifacts from WebSphere Business Modeler. . . . . . . . . . . 26412.1.2 Import service artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26812.2 Integrate and assemble the composite application . . . . . . . . . . . . . . . . 27412.2.1 Organize artifacts for reuse between modules . . . . . . . . . . . . . . . 27512.2.2 Customize logic in main business process . . . . . . . . . . . . . . . . . . 27612.2.3 Implement subprocess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27712.2.4 Implement components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28512.2.5 Create interface maps and data maps . . . . . . . . . . . . . . . . . . . . . 29512.2.6 Assemble components into the composite application . . . . . . . . . 30212.3 Test and deploy the composite application . . . . . . . . . . . . . . . . . . . . . . 307viPatterns: SOA Foundation - Business Process Management Scenario
12.3.112.3.212.3.312.3.4Setting up the test environment . . . . . . . . . . . . . . . . . . . . . . . . . . 307Configuring security in the test environment . . . . . . . . . . . . . . . . . 309Unit-test components in the composite application . . . . . . . . . . . . 315Export deployable artifacts for WebSphere Process Server . . . . . 331Chapter 13. Deploy with WebSphere Process Server . . . . . . . . . . . . . . . 33313.1 Configuring a server with data source and Business Rules Manager . . 33413.1.1 Configuring the server to use a data source . . . . . . . . . . . . . . . . . 33413.1.2 Installing the Business Rules Manager . . . . . . . . . . . . . . . . . . . . . 33613.2 Installing the business process application . . . . . . . . . . . . . . . . . . . . . . 33713.2.1 Installing the application using command line . . . . . . . . . . . . . . . . 33813.2.2 Installing the application using the administrative console . . . . . . 33913.3 Running the application using BPC Explorer . . . . . . . . . . . . . . . . . . . . 34113.3.1 Using the BPC Explorer as an end user . . . . . . . . . . . . . . . . . . . . 34113.3.2 Using the BPC Explorer as an administrator. . . . . . . . . . . . . . . . . 34713.4 Using the Business Rules Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 34813.5 Administering a selector component . . . . . . . . . . . . . . . . . . . . . . . . . . . 350Chapter 14. Manage with WebSphere Business Monitor . . . . . . . . . . . . 35314.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35414.2 Deploying the business measures model . . . . . . . . . . . . . . . . . . . . . . . 35414.2.1 Schema generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35514.2.2 Database configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36014.2.3 Replication configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36414.2.4 Starting the Replication daemons . . . . . . . . . . . . . . . . . . . . . . . . . 37014.2.5 Cube configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37914.2.6 Model import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38514.2.7 Configuring the adaptive action manager . . . . . . . . . . . . . . . . . . . 38714.3 Testing the business measures model deployment . . . . . . . . . . . . . . . 39014.4 Creating the dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39214.4.1 Copying the dashboard view template portlets . . . . . . . . . . . . . . . 39214.4.2 Creating the dashboard pages . . . . . . . . . . . . . . . . . . . . . . . . . . . 39714.4.3 Creating the dashboard pages . . . . . . . . . . . . . . . . . . . . . . . . . . . 39814.4.4 Configuring dashboard views to show data . . . . . . . . . . . . . . . . . 401Chapter 15. Continuous process improvement . . . . . . . . . . . . . . . . . . . . 41715.1 Monitoring the existing process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41815.1.1 Executive overview analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41815.1.2 Aggregated analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41815.1.3 Current rentals analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41915.1.4 Multi-dimensional business analysis . . . . . . . . . . . . . . . . . . . . . . . 42115.1.5 Historical trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42615.1.6 Exporting values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42615.2 Improving the process model in WebSphere Business Modeler . . . . . . 427Contentsvii
15.2.1 Adding the Confirm Updated Agreement activity . . . . . . . . . . . . . 42715.2.2 Adding new business measures . . . . . . . . . . . . . . . . . . . . . . . . . . 42915.2.3 Export the project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43215.3 Assembling the new process model . . . . . . . . . . . . . . . . . . . . . . . . . . . 43315.3.1 Importing new
This edition applies to IBM WebSphere Business Modeler V6, IBM WebSphere Integration Developer V6, IBM WebSphere Process Server V6, and IBM WebSphere Business Monitor V6. Note: Before using this information and the product i
