1. ebXML BPSS V2.0 Copyright OASIS, 2004 Resources: http://www.oasis-open.org/committees/ebXML-BP http://www.visualscript.com BPM Tutorial How to Quickly Create Robust Business Process Models David RR Webber Chair OASIS CAM TC http://drrw.net david@drrw.net July 2004

2. Copyright OASIS, 2004 ebXML BPSS – mission profile Ability to create sharable industry process definitions Neutral approach not tied to specific middleware or transport systems Suitable for business analyst designers Support internationally agreed business process definitions and methods Provide the process details to instruct implementation systems Support a variety of modelling methodologies

3. Copyright OASIS, 2004 OASIS ebXML BPSS in a nutshell BPSS schema defines components used to define the process models Original foundation derived from UML techniques and theoretical base Support for workflow as well as activity diagramming Foundation around business transaction definitions and interchanges Layered approach using a Business Service Interface (BSI) to link to deployment environments Binary-collaboration and Multi-party exchanges

4. Copyright OASIS, 2004 Agenda Part 1 – How BPSS fits into a Service Oriented Architecture – Components and Needs Overview Part 2 – Building a BPSS – (binary collaboration) – Documents / Transactions; Transport layer coupling – Applying Context; Modelling the process flow Part 3 – Implementation Considerations – Supporting versioning and tool integration – Targetting deployment engines; Sharing Models Summary

5. ebXML BPSS V2.0 Copyright OASIS, 2004 components and needs overview Part 1 – How BPSS fits into a Service Oriented Architecture

6. Copyright OASIS, 2004 Business Agreement Participant Profiles Collaboration Roles and Interaction Management Industry Domain and Business Semantics Managing Participant Context Information Exchange Process Flow and business service linkage Exception handling, signals, and state conditions Application Integration / Information Purposing Overall Needs for Business Process

7. Copyright OASIS, 2004 Typical Business Process Environment (external exchange steps interacting with internal services) User Activity Buyer Supplier Sales Force Automation Sales person Start ERP Mapping Routing Quote RFQ Order Invoice Accounts Account SalesTax.com CreditCheck.com Orders Billing Invoice Sales Order Copyright Attachmate Inc. Used here with permission from Jean-Jacques Dubray, Attachmate Inc, Seattle, WA, USA Quote internal external Shipping Shipment

8. Copyright OASIS, 2004 BPSS key to eBusiness SOA SOA – provides technology foundation and open interchange model and specifications BPSS – formalizes this with business process control – captures the business exchange details – provides business agreement model for participants – provides facilitation for components in the SOA – XML template script sharable across an industry domain – context driven enables localization of standard models

9. Copyright OASIS, 2004 Some ebXML SOA component options Business agreement Drives document exchanges Participant Profiles Domain Semantics Information Purposing Information Exchange

10. ebXML BPSS V2.0 Copyright OASIS, 2004 Binary Collaboration Documents / Transactions Transport layer coupling Applying Context Modelling the process flow Part 2 – Building a BPSS Download example model from: http://drrw.net/visualscripts/#ebxml

11. Copyright OASIS, 2004 What do I need to do? A pplication – define the business purpose B usiness interchanges + documents – itemize C ollaborations, Content, Context – collect D ocument exchanges – paint activity picture E xceptions – succeed / fail / signal conditions F low control – branching and choices G o! – agree with your partners and distribute

12. Copyright OASIS, 2004 Application – define business purpose Business analysis – scope, goals, participants Domain experts and users provide use cases Information flows Security needs Application integration needs Success criteria Deployment community – eGov, Industry, Financial.. Technology needs

13. Copyright OASIS, 2004 Business Transactions and Documents Determine the exchanges involved in your business process Label those transactions accordingly Link to a specification for the detail of the actual document formats involved Determine success and failure criteria and how these get notified Note any context parameters that might apply from those business interchange details Select the transport profile model to use for each exchange

14. Copyright OASIS, 2004 Build interchange details Create headers for each of your transaction exchanges

15. Copyright OASIS, 2004 Enter the document formats needed Create document definitions and select type of identification Specify location of document rules, and rules type

16. Copyright OASIS, 2004 Add document links to transactions In Transactions area add initiating and responded documents Initiate Transaction Provide Responses

17. Copyright OASIS, 2004 Configure Fail / Succeed conditions BPSS provides set of default conditions that marry to transport layer (ebMS) responses and outcomes

18. Copyright OASIS, 2004 Choose / Configure Signal conditions You can add a set of signals to your BPSS, these can be used to indicated pending process steps and intermediate events

19. Copyright OASIS, 2004 Adding signals to transaction exchange A signal uses the default messaging layer to indicate a status to a requestor A signal is an rapid response to a corresponding Initiating document

20. Copyright OASIS, 2004 Setup Business Exchange Profiles Convenient profiles – pre-configured with typical interchange characteristics, and linked to the failure / success outcomes

21. Copyright OASIS, 2004 Summary – configuring Transactions Select behaviours from profiles, conditions and transport needs Configure Exchange Details

22. Copyright OASIS, 2004 Summary – covered so far Application – define the business purpose Business interchanges + documents – itemize Collaborations, Content, Context – collect Document exchanges – paint activity picture Exceptions – succeed / fail / signal conditions Flow control – branching and choices Go! – agree with your partners and distribute

23. ebXML BPSS V2.0 Copyright OASIS, 2004 How do we provide standard industry domain processes, but then be able to apply local criteria to those? Collaborations, Content, Context

24. Copyright OASIS, 2004 Context is the pervasive driver to effective engineering Drives dynamic process configuring and control Ensures accurate information capture, packaging and delivery Key to correct relationships between partners in a collaboration Lack of context control mechanisms is the most prominent reason why legacy e-Business systems are difficult and complex to extend and support Date: circa 1568 1 : the parts of a discourse that surround a word or passage and can throw light on its meaning 2 : the interrelated conditions in which something exists or occurs Understanding about Context

25. Copyright OASIS, 2004 Results for given context and business process Context Statements How Context is applied ebContext Template + process gets passed context instance that matches business use Apply with actual BPSS Instance, resulting configuration Values to be used Base BPSS instance load from 1 2 3 4 5 Context values available downstream

26. Copyright OASIS, 2004 Generating a Context Instance Add parameter value rules and document value rules Check a document and change a BPSS Parameter value Create a rule and set a value Configure Context Instance header

27. Copyright OASIS, 2004 External Context Instance generated Link between messaging layer, business process layer and assembly layer. <ebContext UIDref='SDIR03400' interchangeID='123456789' BPMref='ABC123456:01‘ CPAref='ABC012345‘ xmlns:as="http://www.oasis-open.org/committees/cam"> An example context instance 1.0 CAM BPM <condition name="Catalogue" value="A2003-Q1" as:setLength="8" as:setMask="XNNNN-QN" as:UIDreference="SGIR:030451"/> <condition name="itemType" value="nonperishable" label="Item type:“ as:member="nonperishable,perishable,refridgerated,fragile"/> Context Variables Definition

28. Copyright OASIS, 2004 Linking Context Instance Signal your use of Context - enter URL path to context instance (optional) Signal the use of CONTEXT and indicate Instance XML file Toggle in use profile when context applies

29. Copyright OASIS, 2004 Context Summary Context variables and values defined as needed Business Partners review External Instance and Agree to its terms and outcomes Signal to the BPSS the external XML context instance document location - downstream processing can then have access to this as needed Registry can provide storage for the artifacts involved – business process script, XML context instance, CPA instance, CAM template – in a catalogue entry that therefore defines a reusable complete industry process package that can be context driven.

30. ebXML BPSS V2.0 Copyright OASIS, 2004 Worked example – completing the BPSS template Modelling the Process Flow

31. Copyright OASIS, 2004 Summary of steps required So far we have defined the: – Transactions – Documents – Success / Fail criteria – Transport exchange profiles – Context parameters Now we have to complete the picture by building the actual activity flow Application – define the business purpose Business interchanges + documents – itemize Collaborations, Content, Context – collect Document exchanges – paint activity picture Exceptions – success / fail conditions Flow control – branching and choices Go! – agree with your partners and distribute

32. Copyright OASIS, 2004 Start the Action Processes Add Start block and beginning Transaction action Assign Transaction Assign Roles to participants Configure BPSS header

33. Copyright OASIS, 2004 Next add responding action details Responding block consists of success / fail actions Select associated responding document Group Possible Responses Configure outcomes and flow control Transport layer return settings

34. Copyright OASIS, 2004 Decide next action details Request continues based on what responder does Next action Fork on outcome and pick next action (conditions gated by external “beginsWhen” events within Transaction definition) Process Completes

35. Copyright OASIS, 2004 The Complete Business Process from the model – VisualScript generates actual XML instructions XML JPG

36. ebXML BPSS V2.0 Copyright OASIS, 2004 Sharing Models Supporting Versioning and Tool integration Targetting deployment engines Part 3 – Implementation Considerations Download example model from: http://drrw.net/visualscripts/#ebxml

37. Copyright OASIS, 2004 Sharing Models The BPSS models can be shared in a variety of ways – – Save As : JPG, GIF, BMP, PNG, etc graphic – Generated to XML – Published to web via a web folder system – Saved in Registry – Can create library of pre-built components for a community or industry

38. Copyright OASIS, 2004 Supporting Versioning and Tools The XML syntax used to generate the BPSS model should be stored externally from the model itself “include” instructions then retrieve the syntax when the model is generated Then replacing the XML syntax files and regenerating the model automatically creates latest syntax, or a modified tool specific syntax

39. Copyright OASIS, 2004 Targetting Deployment Engines Whenever BPSS functional behaviour can be simulated by equivalent syntax used by a deployment engine – that syntax can potentially be output from the BPSS model The BPSS model and approach is neutral to the middleware layer If the middleware layer is using ebMS transport this emulation is likely to be especially straightforward Some limited integration to WSDL based steps also is available in BPSS V2

40. Copyright OASIS, 2004 Summary – covered so far Application – define the business purpose Business interchanges + documents – itemize Collaborations, Content, Context – collect Document exchanges – paint activity picture Exceptions – success / fail conditions Flow control – branching and choices Go! – agree with your partners and distribute

41. ebXML BPSS V2.0 Copyright OASIS, 2004 Resources and Planning Summary

42. Copyright OASIS, 2004 Providing Agile Information Systems Ability to automatically configure business processing using neutral XML based scripting. Lesson learned - three needs are paramount: – the ability to design transactions and processes consistently, – the ability to document their usage in a clear way and then – the ability to instruct software that can apply rules and test information context to dynamically manage those business processing exchanges

43. Copyright OASIS, 2004 Next Steps Work in progress: – Development of Multi-Party BPSS models – Formal Publication of OASIS Specification V2 – Library of BPSS templates by industry – Integration with OASIS Registry semantics – Integration with execution engines and ebMS – Development of BPSS models involving WSDL based exchanges and services Coming Soon!

44. Copyright OASIS, 2004 Get involved in OASIS ebXML-BP Download the specs from www.oasis-open.orgwww.oasis-open.org Encourage your industry group to adopt BPSS templates for their standards Specify BPSS-compliance from providers

45. ebXML BPSS V2.0 Copyright OASIS, 2004 OASIS – ebBP - BPSS May 2004 http://www.oasis-open.org/committees/ebXML-BP Thank You www.oasis-open.org xml.coverpages.org www.xml.org

46. Copyright OASIS, 2004 Some Available Components / Resources VisualScript editor for BPSS templates – http://www.visualscript.com http://www.visualscript.com jBPM JBOSS middleware – http://www.jBPM.org http://www.jBPM.org Hermes open source ebMS transport – http://www.freebXML.org http://www.freebXML.org ebXML-dev developers (http://ebxml.org)http://ebxml.org ebXMLforum News and Articles – http://www.ebxmlforum.org http://www.ebxmlforum.org