TABLE OF CONTENTS
Exercise 1: Check and Conf igur e your M 2E E nvir onmen t ... 3
Exercise 2: From Business (EPC) to Logical (BPMN) Model ...11
Exercise 3: Business (EPC) – Logical (BPMN) Round Tripping ...15
Exercise 4: From Logical BPMN to Technical BPMN Model ...23
Exercise 5: BPMN Process Roundtrip initiated by Marc Allen ...31
Exercise 6: Technical Refinement (1) of the BPMN Process ...39
Exercise 7: BPMN Process Roundtrip initiated by Kevin Parker ...49
Exercise 8: Delegated Technical Refinement (2) ...59
Exercise 9: BPMN Process Review requested by Susan Parker ...67
Exercise 10: Test Implementation (optional or trainer demo) ...75
Exercise 11: Finish Implementation ...85
Exercise 12: Update Implementation (not implemented yet) ...95
Exercise 13: Services in CentraSite (not implemented yet) ...97
Exercise 14: KPIs (not implemented yet) ...99
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Exercise 1:
Check and Configure your M2E Environment
O v e r vi ew
In this exercise, you will verify that the appropriate servers have been started as Windows services. In case they are inactive, you will manually start them by using the Windows Service Control Panel. In addition, you will check the availability of CentraSite and configure CentraSite connectivity from ARIS and webMethods.
In this exercise and all subsequent exercises, please replace:
<workshop_dir> by C:\Training\752-51E
S t ep s
1. Start or connect to your provided virtual machine. If necessary, login to Windows as
Administrator | manage.
2. Run the Windows Services Control Panel and ensure the following Windows services are up and running:
• ARIS Business Server 7.2
• ARIS Governance Engine Server 1.0 • CentraSite 8.2 Apache
• Software AG System Management Hub • Software AG Tomcat Server
3. To check the availability of CentraSite, connect to the System Management Hub. To do so, either start a browser session and use the appropriate shortcut in the browser’s bookmarks toolbar, or use the following link from the Start menu: All Programs -> Software AG -> Administration -> CentraSite System Administration 8.2.
Login as Administrator | manage.
In the left-hand navigation pane, drill down to sagbase.eur.ad.sag -> CentraSite -> Registry/Repository and check that the status is ONLINE.
If it says OFFLINE, start the Registry/Repository from the context menu in the navigation pane.
4. Start the ARIS Business Architect (All Programs -> ARIS Platform -> ARIS Design Platform -> ARIS Business Architect 7.2). Use the Administration module to review the existing
users within the Central user management of the ARIS Business Server localhost.
Complete the following table:
User Usage Assigned Roles e-mail
system ARIS system
administrator kevin.parker M2E Process
Developer
PROCESS DEVELOPER [email protected]
marc.allen
peter.may
arisservice
internal\administrator
5. Use the Central user management to create the user named Susan Parker to the ARIS
Business Server localhost.
a) On the Details tab specify susan.parker as User name, [email protected]
b) On the Roles tab assign her the role of PROCESS DEVELOPER and click OK.
c) Finally, to activate this new user, check the box beside it:
Note: E-mail addresses of all defined users have been created and configured in a
hmail server running on your training VM. Later you will use an email client (Mozilla Thunderbird) to read (and send) e-mails for all M2E users.
6. Using the Administration module within ARIS Business Architect, right-click the node
localhost and select Restore to load a preconfigured ARIS database to your ARIS Business
Server.
In the restore wizard, select
<workshop_dir>\Student\Exercise1\Resources\m2eWorkshop.adb as backup file,
choose type Versionable database and click Finish.
7. Right-click the restored database m2eWorkshop in the Navigation panel under localhost
and select Log in… .
Login as system | manager. On the next panel, choose Entire method as filter and click Finish.
8. Right-click database m2eWorkshop in the Navigation panel and select Properties.
Ensure the selected Authentication system is Central user management and that User
group is arisservice for user assignments when importing users. Click OK.
9. Open the Users of the m2eWorkshop database.
b) Double-click user group arisservice. Ensure that all users are associated with this user
group:
c) Now verify that user group arissservice offers all Access privileges (read + write +
delete + version) for assets in the database m2eWorkshop:
10.Import the user defined in step 5 from the central user management into the m2eWorkshop database:
In the import wizard, specify * as Name and click Find. In the resulting list check the box
On the next panel associate the imported user susan.parker with the user group arisservice already defined in the m2eWorkshop database and click Finish.
11.To enable Model-to-Execute for process models contained in the m2eWorkshop database, the database needs to have a CentraSite connection defined in its properties.
Using the Administration module, right-click database m2eWorkshop to open its
properties. Select CentraSite connection and specify/check the URL
http://sagbase.eur.ad.sag:53307 as address. Check Synchronize database with CentraSite server and hit Test connection. If prompted for authentication, provide Administrator | manage.
If the connection test was successful, click OK to save your settings and to register the
database to CentraSite.
Exercise 2:
From Business (EPC) to Logical (BPMN) Model
O v e r vi ew
In this exercise Marc Allen will take over the business process in EPC notation and will create - after a short validation - the initial logical process model in BPMN notation. Both models are kept in the same database.
S t ep s
1. In ARIS Business Architect, log in to your database m2eWorkshop as marc.allen with
password manage and click Next.
On the next panel select Entire method as Filter option and click Finish.
2. Switch to the Designer module. Open EPC Employ Worker contained in Main group-Processes.
Who used this EPC last? ______________________________
To get familiar with the process, complete the following table by adding the objects used by the EPC:
Function Event Organiz. Unit Data Model
Assign Office Employee received Facilities Employee
Where are all the Functions, Events, Organizational Units and Data Models used by the EPC stored?
3. For Marc Allen as process engineer the business process model in EPC notation looks like a good starting point to create an initial BPMN model acting as initial logical process model.
To create this logical BPMN model in ARIS, Marc Allen has to perform the following steps: a) First validate the EPC for a BPMN transformation. To do so, right-click the EPC
Employ Worker in the Navigation panel and select webMethods -> Validate for transformation into BPMN.
As a result you will get several warnings indicating incomplete function specifications for a later BPMN transformation.
b) Marc Allen can ignore these warnings because he will provide the missing definitions in the logical BPMN model he will generate next.
Close the EPC Employ Worker.
Right-click the EPC Employ Worker in the Navigation panel and select webMethods
-> Transform business process into BPMN process… . The transformation implies a
preceding validation. Because Marc Allen has already performed it, just click No to
In the wizard, specify the versioning information for the EPC model as displayed on the screenshot below and click Next:
On the next confirm Employ Worker as Model name for the BPMN process model and
allow it to be saved in the same folder as the EPC process model
(Main group\Processes). Click Finish to Transform into BPMN process model and then
click OK:
As a result, a new BPMN process model, BPMN Tasks, Events, gateways, Swimlanes, Pools and Function Allocation diagrams should be added to the tree in the Navigation panel. The BPMN process model has been opened in the editor:
4. Investigate the applied transformation rules by completing the following table:
EPC BPMN Assigned Object
EPC Function
Assign Office Abstract Task Assign Office none
Establish Office Request Computer Review Employee Data Calculate Salary
Signal Employees Acceptance
EPC Event
Employee received Start None Event Employee received
Employees Data reviewed Employees Contract signed Employee Acceptance signaled
EPC Organizational Unit
Facilities Swimlane Facilities
IT Swimlane default lane
HR Finance
EPC Data Model
Employee n/a
Employee Contract Employee Acceptance
EPC Rule
AND Rule (joining) Joining Parallel Gateway “untitled”
Exercise 3:
Business (EPC) – Logical (BPMN) Round Tripping
O v e r vi ew
In this exercise Peter May enhances the original EPC. These enhancements have to be reflected to the already existing logical process model in BPMN notation. Moreover small changes performed in the BPMN model by Marc Allen could be aligned with the corresponding EPC.
S t ep s
1. The HR department notified Peter May about a missing function in the existing EPC business process. Use the ARIS Business Architect to add this function to the EPC diagram:
a) First log in to your database m2eWorkshop as peter.may with password manage and
click Next. Select Entire method as Filter option and click Finish.
b) Open the EPC model of Employ Worker as contained in Main group-Processes from
the Navigation panel.
c) Insert some space between a function Calculate Salary and function Review
Employee Data. To do so, right-click the whitespace and select Insert and remove space -> Upwards/Downwards.
d) Remove the connection from Calculate Salary to Review Employee Data.
e) From the Navigation tree, drag the existing function Schedule New Hire Training
from Main group\Library\Service between Calculate Salary and Review Employee Data.
Note: To make all ARIS objects including function Schedule New Hire Training
visible, check the box beside Objects in the Explorer tree filter.
f) In the editor, click Calculate Salary and use the icon to add a new connection from Calculate Salary to Schedule New Hire Training. In the same way add a second
connection from Schedule New Hire Training to Review Employee Data.
g) Copy Organizational Unit HR (e.g. the one assigned to Review Employee Data) and
paste it as an occurrence copy to the right of Schedule New Hire Training.
h) Add a connection of type is technically responsible for from HR (the one pasted in
the step above) to Schedule New Hire Training.
i) Copy Data Model Employee (e.g. the one assigned to Review Employee Data) and
paste it as an occurrence copy to the left of Schedule New Hire Training.
j) Add a connection of type is input for from Employee (the one pasted in the step
k) Copy Data Model Employee (e.g. the one assigned to Review Employee Data) and
paste it as an occurrence copy to the right of Schedule New Hire Training.
l) Add a connection of type has output of from Schedule New Hire Training to Employee (the one pasted in the step above).
Your EPC should now look like this:
m) Save the modified business process in EPC format. n) Log out from database m2eWorkshop.
2. Peter May informed Marc Allen about his recent change and the new version of the business process Employ Worker. It is now the task of Marc Allen to transfer the modification to the existing initial logical process model in BPMN format:
a) In ARIS Business Architect, log in to database m2eWorkshop as marc.allen with
password manage and click Next. On next panel select Entire method as filter option
and click Finish.
b) Open the model Employ Worker [EPC] (modified by Peter May) from the Navigation
c) Marc Allen will review the differences between the two EPC versions. Right-click Employ Worker [EPC] in the navigation panel and select Compare model… .
On the first panel select Within the database as Database option and Different versions of the selected model as Comparison model. Click Next.
On the second panel select Current version (this will be displayed on the left side) as
first comparison model and Workspace for the second comparison model (this will be
Click Finish to see the comparison results:
d) Close the comparison view in ARIS Business Architect.
e) Right-click Employ Worker [EPC] in the Navigation panel and select webMethods -> Transform business process into BPMN process… Like before, the transformation
implies a preceding validation. Click No to suppress showing the warnings.
In the wizard, specify the versioning information for the EPC model as displayed on the screenshot below and click Next:
On next wizard panel, select the row Employ Worker to allow an update to the
f) After successful transformation, the modified BPMN model should open automatically. The changes are highlighted in the diagram and listed in a summary at the bottom:
Inspect the changes in the BPMN model. Notice if you select a change in the bottom list, it will highlight the change on the diagram.
Finally, to accept and apply all of the changes, select Replacement in source model of the transformation in the change type summary list and then select Accept replacement from the Decision drop-down list (see above screen shot).
Next click the Apply decisions button in the bottom right. As a result, all tracked
changes are applied and they should disappear from the change type summary list. g) Save and close the modified logical process model in BPMN notation.
3. Marc Allen will now use ARIS Business Architect to slightly modify and refine the logical process model Employ Worker in BPMN notation.
a) Open the BPMN model of Employ Worker from the Navigation panel.
b) Rename the Employ Worker (default lane) swimlane to IT.
c) Right-click the Start None Event Employee received and then select BPMN -> Message event. This will switch the Event type from None to Message.
d) Right-click the Start None Event Employee Contract signed and then select BPMN -> Message event.
e) Right-click the End None Event Employee Acceptance signaled and select BPMN -> Terminate event. This will switch the Event type from None to Terminate.
f) Save your changes and close the BPMN model.
4. Changes in the logical BPMN model on an abstract and non-technical level could be synchronized back to the business model in EPC notation, if the changes are relevant for Business Analysts and related business departments.
To see the impact of the changes performed in step 3, Marc Allen should perform the following steps:
a) Right-click the BPMN model (logical model) of process Employ Worker and select Align with source.
b) Look for highlighted symbols in the BPMN model on the right side.
Click on each highlighted symbol in the BPMN model (e.g. Start Message Event
Employee received) to see the affected node in the corresponding business model in
EPC notation on the left side.
c) Right-click Start Message Event Employee received in the BPMN model and select webMethods -> Transfer to EPC.
Transfer the Event symbol of the Start Message Event from the BPMN model to the corresponding Event in the EPC.
d) Repeat the previous step for the Start Message Event Employee Contract signed.
e) Close the mapping view of Employ Worker in ARIS Business Architect and save your
changes.
Exercise 4:
From Logical BPMN to Technical BPMN Model
O v e r vi ew
In this exercise, Marc Allen will pass the logical process model in BPMN notation for the first time to the process developers group. This group will be responsible for enhancing and implementing the process model on a technical layer in webMethods.
To pass the logical process model in BPMN notation to the process developers, a ‘Share with IT’ workflow has to be started. This workflow controls and synchronizes the exchange of the BPMN model between ARIS and webMethods and is controlled by the ARIS Process
Governance engine.
S t ep s
1. Marc Allen will start a ‘Share with IT’ workflow to lock the logical BPMN model in ARIS and to pass it into the BPM development environment of webMethods BPMS. He has to perform the following steps:
a) Use ARIS Business Architect to log in into database m2eWorkshop as marc.allen with
password manage and click Next. On next panel select Entire method as filter option
and click Finish.
b) Right-click the BPMN model of Employ Worker in the Navigation panel and select webMethods -> Validate BPMN diagram for sharing with IT. As a result, you will see
that all Abstract Task Activities are flagged with a warning:
If you move your mouse pointer over the warning symbol you will see the warning message.
Since a process developer will change the BPMN Task type later, Marc Allen can ignore these warnings.
c) Close the BPMN process model.
d) Right-click the BPMN model of Employ Worker in the Navigation panel and select webMethods -> Start ‘Share with IT’ governance workflow… . This command implies
a preceding validation. Because Marc Allen performed the validation in the above exercise, click No to suppress showing the same warnings again.
In the Versioning and publishing panel enter the versioning description as shown on the screenshot below and click OK:
2. To check the workflow has been started by the underlying M2E environment, Marc Allen can use the Task list module within ARIS Business Architect:
a) Login as marc.allen with password manage on server localhost.
b) In the Task list panel, select New tasks as Status filter.
You will see the task ‘Abort implementation for process: Employ Worker’. This task allows the ‘Share with IT’ workflow instance to be aborted, if required.
3. E-mail notifications are sent by the underlying ‘Share with IT’ workflow and the M2E environment. In your M2E environment, a configured hmail Server and a configured e-mail client (Mozilla Thunderbird) are available and will be used.
a) Start Mozilla Thunderbird (All Programs -> Tools - > Mozilla Thunderbird) and look in
Marc Allen’s Inbox.
b) Open the e-mail titled Abort process implementation task available for: Employ Worker and click the link in the mail body.
On the web page that appears, login as marc.allen | manage.
What is the difference between the results shown in step 2b and the results displayed here?
__________________________________________________________________________ c) Open the e-mail titled Process asset ready for implementation of: Employ Worker.
What is the current state of the process model Employ Worker regarding to its ‘Share with IT’ workflow?
__________________________________________________________________________
4. To prove the process model is locked by the underlying ‘Share with IT’ workflow, use ARIS Business Architect as user Marc Allen and attempt to open the BPM model of Employ Worker in the Designer module.
5. Use Mozilla Thunderbird to read the e-mails sent to process developer Kevin Parker. Open the e-mail titled New process ready for implementation: Employ Worker.
Note: The link in the e-mail body doesn’t work because the ARIS Business publisher
hasn’t been is installed in your VM environment.
6. Use Mozilla Thunderbird to read the e-mails sent to the Susan.Parker.
Why does she get a copy of the e-mail titled ‘New process ready for implementation: Employ Worker’?
_____________________________________________________________________________ 7. To receive the process model from ARIS into webMethods BPMS, process developer Kevin
Parker has to use Software AG Designer.
Note: Your Designer is preconfigured to communicate with the M2E environment using
the credentials of the process developer Kevin Parker.
a) Start Software AG Designer (All Programs –> Software AG -> Tools -> Software AG Designer 8.2). If prompted, click OK to accept the default workspace.
b) Close the Welcome view, if visible.
c) In Designer, switch to the Process Development perspective (Window -> Open Perspective -> Process Development).
d) In the Solutions view, right-click Default Solution -> Processes and select New Process Project.
Specify M2EProcesses as project name, check Use default location and click Finish.
This empty project will be used to import the process models from ARIS using M2E. e) Adapt CentraSite connectivity from Designer. To do so, open Window -> Preferences
-> CentraSite -> Connection. Select the existing entry named Local CentraSite and
the values as shown on the screen shot below. Password is manage. Hit Test to check
the connectivity.
You should see a message telling Connection configuration data successfully validated. Click OK three times to leave the panels.
Note: If the connection could not be established, check the proxy settings of your
Network LAN settings (or within Internet options of Internet Explorer).
f) Click the Refresh icon in the ARIS Tasks view to refresh the list of open M2E tasks.
g) In the ARIS Tasks view, right-click task Import new process: Employ Worker and
select Import to start the import into webMethods BPMS.
h) In the Import Wizard, select the process project M2EProcesses created above, leave
i) Eventually you will see ‘XPDL import completed’ in the Progress Information window. Review the information and then click Close.
8. Performing the M2E task ‘Import new process’ from the ARIS Tasks view in Designer causes a state transition of the process to ‘In development’, sends out e-mails to the process engineer(s), and produces new M2E tasks to become available for process developer(s) and process engineer(s).
a) Use Mozilla Thunderbird to look for new e-mails sent to process engineer Marc Allen.
b) Follow the link in the second e-mail above to see the list of new M2E tasks that are available for process engineer Marc Allen in his ARIS process board. Log in as
9. All M2E tasks that are available for process developer Kevin Parker can be inspected via the context menu of the BPMN process model in Designer. Right-click the process Employ Worker in the Solutions view and select ARIS -> Upload ARIS process.
For now, just press Cancel.
10.Instead of uploading at this time, Kevin Parker as a webMethods process developer will perform some refinements in the technical BPMN process model Employ Worker using
Designer:
a) Swap the swimlanes IT and Facilities to avoid crossing transitions. To do so,
right-click the label of swimlane Facilities and select Move Swimlane Up.
b) Within swimlane IT, move down Start Message Event Employee Contract signed to
get rid of crossing transitions.
c) Rename the joining Parallel Gateway to And. To do so, select the Gateway in the
Editor and change its name (label) in the Properties view.
d) Assign different background colors to all three swimlanes. To do so, right-click the label of each swimlane and select Choose Swimlane Color.
Finally, your technical BPMN process model should look like this:
Exercise 5:
BPMN Process Roundtrip initiated by Marc Allen
O v e r vi ew
In this exercise, Marc Allen will perform an important update in the logical BPMN process model in ARIS. This requires that a notification be sent to the process developer(s) in webMethods so that they can upload the process to ARIS. The uploaded process has to be unlocked first, before Marc Allen can start his modification.
Finally Marc Allen will pass the modified BPMN process model back to webMethods.
S t ep s
1. The BPMN process is currently in development and locked by the webMethods process developers to perform the technical design in Designer. Because an important update has to be made to the logical BPMN process model, Marc Allen (as process engineer) requires the process back from webMethods so that he can modify it in ARIS:
a) Use ARIS Business Architect and open the Task list module. Log in as marc.allen with
password manage and Server localhost. Select the status filter New tasks.
b) In the list of available M2E tasks, double-click the task named Initiate update for process: Employ Worker to execute it. Click Yes to start performing the M2E task.
c) Type in a description and a statement as shown on the screen shot below describing your request and click Initiate update:
As a result, the M2E task ‘Initiate update for process: Employ Worker’ should vanish
from the list and status of the Employ Worker process changed to ‘Process Update requested’.
2. Use Mozilla Thunderbird to check for new e-mails:
a) Marc Allen should receive a confirmation e-mail like this:
b) Kevin Parker as a process developer should receive the following e-mail notification:
3. After reading the e-mail notification above, Kevin Parker will upload the current state of the technical BPMN process back to ARIS:
a) In Designer, right-click the process model Employ Worker in the Solutions view. Select ARIS -> Upload ARIS process.
b) On the Upload ARIS Process panel:
• select Action (M2E task) Upload for update in ARIS
• In the Description, type Latest technical BPMN version of Employ Worker for Upload
• In the Message, type Regards, Kevin
• click OK
c) Wait for a success message and confirm it with OK.
Note: A successful upload changes the state of the Employ Worker process to ‘Process
4. Use Mozilla Thunderbird to check for new e-mails:
a) Kevin Parker should receive a confirmation e-mail like this:
b) Marc Allen should receive the following e-mail:
5. Marc Allen has to unlock the uploaded process in ARIS first. He can accomplish this by executing the new M2E task named ‘Unlock process: Employ Worker’.
a) Use the Task list module of ARIS Business Architect or follow the link in the e-mail
above to the ARIS process board to see the M2E tasks of Marc Allen. In either case use the Status filter New tasks:
b) Double-click M2E task Unlock process: Employ Worker to execute it. Confirm to start
performing it.
c) Confirm to unlock the BPMN process model Employ Worker for usage in ARIS:
d) Note that after successful execution, task ‘Unlock process: Employ Worker’ vanishes
e) After successful unlocking, Marc Allen should receive a new e-mail confirmation (and a new M2E task in his ARIS process board). Use Mozilla Thunderbird to read this e-mail:
6. Process engineer Marc Allen first compares the newly uploaded technical BPMN model with the previous one in ARIS. To do so:
a) In ARIS Business Architect use the Designer module and log in to database
m2eWorkshop as user marc.allen with password manage. Use Entire method as
filter.
b) Right-click the BPMN model of process Employ Worker in the navigation panel and
select Compare model…
On the first panel select Within the database as Database option and Different versions of the selected model as Comparison model. Click Next.
c) On the second panel select Current version (will be displayed on the left side) as
first comparison model and Versioning state Change list for the second comparison
model (will be displayed on the right side). Click Select to browse for the version
number of the second comparison model. Select the modified logical BPMN model passed by Marc Allen to webMethods in exercise 4, step 1d:
d) Click Finish to open both BPMN versions in the comparison view.
e) Review the differences and then close the comparison view.
7. Marc Allen will insert a conditional Abstract Task on the uploaded BPMN model of Employ Worker. In the Employ Worker process, this Task is used to notify the Computer Center to setup and deliver a computer to the new employee (if requested):
a) Open the current (that’s the uploaded) BPMN model of process Employ Worker from
the navigation panel for editing.
b) Enlarge the Pool Employee Worker on the right side.
c) Drag all BPMN nodes downstream to Request Computer to the right.
d) Remove the transition (connection) between Request Computer and Calculate Salary.
e) Insert an Abstract Task named Notify Computer Center between Request Computer
and Calculate Salary. When prompted, select Reassign this name to create a new
f) Insert an Exclusive Gateway named Split before and another Exclusive Gateway
named Join after the Abstract Task Notify Computer Center.
g) Add transitions as shown on the screen shot below:
h) Save the BPMN model in ARIS. i) Close the BPMN model in ARIS.
8. Marc Allen will now pass the modified BPMN model back to the process developers in webMethods so that they can continue with the technical enhancements.
a) In ARIS Business Architect, switch to the Task list module to see the executable M2E tasks of Marc Allen. Use New tasks as Status filter.
b) Double-click M2E task Send process update back to IT for: Employ Worker to
execute it. Click Yes to start the Task.
Note: This M2E task became available in the ARIS process board of Marc Allen after he
had unlocked the BPMN process in ARIS (see step 5).
c) On the Send process update back to IT panel, specify short and detailed descriptions as shown below and click Send process update back to IT.
As a result, the M2E task ‘Send process update back to IT for: Employ Worker’ should
vanish from the list and status of the Employ Worker process changed to ‘Ready for implementation’. Moreover, the BPMN process will be locked again in ARIS.
9. Use Mozilla Thunderbird to check for new e-mails:
a) Marc Allen should receive a confirmation e-mail like this:
Exercise 6:
Technical Refinement (1) of the BPMN Process
O v e r vi ew
In this exercise, Kevin Parker will first import the modified BPMN model from Marc Allen. Kevin will then add missing technical details to the process by reusing existing webMethods components.
Finally, he will change Abstract Task types to technical Task types (like Service Tasks or User Tasks) and refine the conditional transitions.
S t ep s
1. To save memory on your VM, close ARIS Business Architect.
2. In the Windows Services Control Panel start the Software AG Integration Server.
Note: This action may take a few minutes to complete.
3. Use the Integration Server (IS) Administration console:
a) To connect to the Integration Server Administration console, open a web browser and enter the URL http://localhost:5555 or use the shortcut labeled Integration Server
in the browser’s bookmarks toolbar.
If the Integration Server started successfully, you’ll get prompted for authentication. Provide Administrator |manage as user credentials.
Note: It takes a few minutes for the Integration Server to startup; therefore refresh
the web page until you are asked to enter the User Name and Password.
b) In the IS console click on Packages -> Management to see the list of available IS
c) Supporting assets for the Employ Worker process are provided in the existing (but disabled) IS package M2EProcessesSupport. Click on the link labeled No in column Enabled to activate this package in the Integration Server.
Confirm with OK. You should get the message:
d) Logoff from IS Administration Console and close the browser tab.
4. Start Software AG Designer (if not active).
5. In Designer, ensure you are in the Process Development perspective. Open the Package Navigator view and right-click server named Default. Choose Connect to Server.
After connecting, expand Default and ensure IS package M2EProcessesSupport is
displayed in the tree view of IS assets.
6. Additionally, import a CAF project that contains the User Task UI implementation. a) In Designer’s Solution view, right-click Default Solution – Tasks and select Import… .
In the wizard, select Software AG - >Existing CAF projects into Workspace and click Next.
b) On the next panel browse for the archive file
7. Now Kevin Parker will re-import the updated BPMN model from ARIS: a) In Designer’s ARIS Tasks view, click the refresh icon.
b) A new M2E task named ‘Import updated process: Employ Worker’ should be displayed. Right-click on the task and select Import.
c) In the import wizard, select the existing project M2EProcesses and click OK to allow
overwriting of the existing BPMN process model Employ Worker. Click Finish and then Yes to All.
8. Performing the M2E task ‘Import updated process’ from the ARIS Tasks view in Designer causes a state transition of the process to ‘In development’, sends out e-mails to the process engineer(s), and produces new M2E tasks to become available for process developer(s) and process engineer(s).
a) Use Mozilla Thunderbird to look for new e-mails sent to process engineer Marc Allen.
9. Use Designer to re-open process Employ Worker from the Solutions view.
10.With the process loaded into the editor, ensure you are working in the Process Developer mode of the Process Development perspective.
11.Perform the following technical enhancements:
a) Drag IS service m2EProcessesSupport.services:assignOffice from the left-hand
Package Navigator view on top of the Abstract Task Activity Assign Office in the
process editor. As a result, the Abstract Task is automatically converted into a Service Task Activity of type IS service and all technical webMethods properties have been set properly.
b) In the same way assign the following IS services to the corresponding Abstract Task Activity:
i) m2EProcessesSupport.services:requestComputer -> Request Computer
ii) m2EProcessesSupport.services:scheduleNewHireTraining ->
c) From the Package Navigator view, drag the IS Web service connector
m2EProcessesSupport.services.webservices.calculateSalaryWS_.connectors: calculateSalaryWSProvider_PortType_calculateSalary on top of the Abstract Task
Activity Calculate Salary in the process editor. As a result, the Abstract Task is
automatically converted into a Service Task Activity of type Web service and all technical webMethods properties have been set properly.
d) In the Solutions view, navigate to Default Solution -> Tasks -> M2ETasks and drag the
User Task implementation ReviewEmployeeData on top of the User Task Activity Review Employee Data in the process editor.
Select the User Task Activity Review Employee Data in the editor and open the Inputs/Outputs tab in the Properties view. If you do not see Inputs/Outputs defined,
e) In the process editor, select the transition from Gateway Split to Gateway Join. In
the Condition tab of the Properties view, set Transition Type to If Condition and then
click the Add icon to create a new row in the table of conditions. In the first table
row, open the drop down within column Field Name and select the business data
field Employee/ComputerType. In column Operator select = and enter the value None in column Comparison Value/Field.
f) Select the transition from Gateway Split to Abstract Task Notify Computer Center.
g) From a technical point of view, Abstract Task Signal Employee Acceptance has to be
implemented in two BPMN nodes. A first node to create the Signal data, and a second node to send the signal out:
i) Remove the transition between Abstract Task Signal Employee Acceptance and
End Terminate Event Employee Acceptance signaled.
ii) Use the Palette to insert an Intermediate Signal Event between Signal Employee Acceptance and Event Employee Acceptance.
Select the new Signal Event in the process editor. In the related Properties view, rename the Signal Event to Signal Employee Acceptance on the General tab.
On the Implementation tab of the Properties view, change the Event type to
Throw Event and browse for the Document type
m2EProcessesSupport.docs:EmployeeAcceptance to be thrown.
iii) Select Abstract Task Signal Employee Acceptance in the process editor and
rename it in its Properties view to Create Employee Acceptance.
iv) Drag IS service m2EProcessesSupport.services:createEmployeeAcceptance from
the Package Navigator view on top of the Abstract Task Activity Create Employee Acceptance in the process editor. As a result, the Abstract Task is automatically
converted into a Service Task Activity of type IS service and all technical webMethods properties have been set properly.
v) Add a transition from Service Task Activity Create Employee Acceptance to the
Intermediate Signal Event Signal Employee Acceptance.
vi) Add another transition from Intermediate Signal Event Signal Employee Acceptance to the End Terminate Event Employee Acceptance signaled.
Your technical BPMN process model should now look like this:
h) To configure the message types to be received by the Start Message Events perform the following steps:
i) From the Package Navigator view, drag the IS document type
m2EProcessesSupport.docs:Employee onto the Start Message Event Employee received.
ii) Drag the IS document type m2EProcessesSupport.docs:EmployeeContract onto
the Start Message Event Employee Contract signed.
Exercise 7:
BPMN Process Roundtrip initiated by Kevin Parker
O v e r vi ew
After performing some technical refinements, Kevin Parker will pass the BPMN process back to Marc Allen. Marc Allen as a process engineer will review the process model in ARIS to inspect/accept the changes made by the process developer in webMethods.
Marc will change the logical process model a second time by inserting the invocation of an existing BPMN process model.
Finally he will pass the updated BPMN process back to webMethods for ongoing technical refinements.
S t ep s
1. Kevin Parker will now pass the modified technical BPMN process back for a potential update in ARIS:
a) In Designer, right-click the process model Employ Worker in the Solutions view.
Select ARIS -> Upload ARIS process.
b) On the Upload ARIS Process panel:
• select Action (M2E task) Upload for update in ARIS
• In the Description, type Technical BPMN process of Employ Worker with assigned IS assets for Upload
• In the Message, type Regards, Kevin
• click OK
c) Wait for a success message and confirm with OK.
Note: A successful upload changes the state of the Employ Worker process back to
‘Process Updated’.
2. To save memory on your VM, close Designer and stop the Integration Server using the Windows Service Control Panel:
3. Use Mozilla Thunderbird to check for new e-mails:
a) Kevin Parker should again receive a confirmation e-mail like this:
b) Marc Allen should receive the following e-mail:
4. Marc Allen will have to unlock the uploaded process in ARIS first before he makes changes. He accomplishes this by executing the M2E task ‘Unlock process: Employ Worker’ added to his ARIS process board:
a) Launch ARIS Business Architect, if necessary.
b) Use the Task list module of ARIS Business Architect or follow the link in the e-mail above to the ARIS process board to see the M2E tasks of Marc Allen. In any case use the Status filter New tasks:
c) Double-click M2E task Unlock process: Employ Worker to execute it. Confirm to start
performing it.
d) Click Unlock Process so that the BPMN process model Employ Worker can be modified
in ARIS:
e) Note that after successful execution, task ‘Unlock process: Employ Worker’ vanishes
f) After successful unlocking, Marc Allen should receive a new e-mail confirmation (and a new M2E task in his ARIS process board). Use Mozilla Thunderbird to read this e-mail:
5. Again, process engineer Marc Allen will compare the technical BPMN model that was just uploaded by Kevin Parker with the previous one in ARIS:
a) In ARIS Business Architect use the Designer module and log in to database
m2eWorkshop as user marc.allen with password manage. Use Entire method as
filter.
b) Right-click the BPMN model of process Employ Worker in the navigation panel and
select Compare model… .
On the first panel select Within the database as Database option and Different versions of the selected model as Comparison model. Click Next.
c) On the second panel select Current version (will be displayed on the left side) as
first comparison model and Versioning state Change list for the second comparison
model (will be displayed on the right side). Click Select to browse for the version
number of the second comparison model. Select the logical BPMN model Marc Allen sent to webMethods last:
d) Click Finish to open both BPMN versions in the comparison view.
e) Inspect the differences. Note that Abstract Task Activities (except for Notify Department) have been replaced by Service Task Activities and all Service Task
Activities are assigned to new Function Allocation diagrams which have been added to the Processes group.
Note: Check filter Objects to see the new diagrams in the Navigation panel.
Close the comparison view when you are done comparing.
6. Now, Marc Allen will replace the Abstract Task by a Call Activity. The Call Activity will invoke another BPMN process named Notify Department. The invoked BPMN process model has been by designed by another team member and is already contained in the m2eWorkshop database. This concept allows modularization, reuse and hides complexity. a) Use the Designer module of ARIS Business Architect to open the BPMN process model
b) Inspect the process flow, then close the model.
c) Right-click the BPMN process model in the Navigation panel and select
webMethods -> Start ‘Share with IT’ governance workflow. This command implies a
preceding validation. Click No to suppress showing warnings.
In the Versioning and publishing panel enter the versioning description as shown on the screenshot below and click OK:
d) To check the workflow has been started by the underlying M2E environment, switch to the Task list module within ARIS Business Architect. If prompted, login as
marc.allen with password manage on server localhost.
In the Task list panel, click on Status filter New tasks to refresh the list.
You will see the task ‘Abort implementation for process: Notify Department’. This task allows the ‘Share with IT’ workflow instance to be aborted, if required.
In addition, e-mails titled ‘Abort process implementation task available for: Send Notification’ and ‘Process asset ready for implementation of: Notify Department’ will be sent to Marc Allen.
e) Switch back to Designer module of ARIS Business Architect and open the current BPMN model of process Employ Worker from the navigation panel for editing.
f) From the palette insert a new Call Activity next to the existing Abstract Task Notify Computer Center. Select BPMN model Notify Department as global process to be
invoked from the Call Activity.
g) Rename the Call Activity to Notify Computer Center. Because this name is already
exists in the database, select Reassign this name and click OK.
h) Redirect the transition Split -> Abstract Task to Split -> Call Activity. Also redirect the transition Abstract Task -> Join to Call Activity -> Join.
Delete the Abstract Task Notify Computer Center. Your process should now look like
this:
i) Save and close the BPMN process model in ARIS.
Note: If you forget to close the BPMN model in ARIS, next ‘Send process update back
7. Finally, Marc Allen will send the updated BPMN model back to webMethods: a) Switch back to the Task list module of ARIS Business Architect as marc.allen.
b) Refresh the M2E task list by clicking the Status filer New tasks.
c) Double-click to execute the task Send process update back to IT for: Employ Worker.
d) Click Yes to start task.
e) On the Send process update back to IT panel, specify short and detailed descriptions as shown below and click Send process update back to IT.
As a result, the M2E task ‘Send process update back to IT for: Employ Worker’ should
vanish from the list and status of the Employ Worker process changed to ‘Ready for implementation’. Moreover, the BPMN process will be locked again in ARIS and e-mails will be sent.
8. Use Mozilla Thunderbird to read the e-mails that were sent to Marc Allen and Kevin Parker.
Which e-mails (specify the email subject) were received by:
a) Marc Allen? _______________________________________________________________ b) Kevin Parker? _____________________________________________________________ What is the current state of the process model?
a) Employ Worker? ___________________________________________________________ b) Notify Department? ________________________________________________________
9. Kevin Parker received e-mail notifications to work on Employ Worker and Notify Department. (Start, if necessary and) use Designer and perform the following steps:
a) Refresh the ARIS Tasks view. Two new M2E task should be listed.
b) First import the new process model Notify Department.
Import Notify Department into the process project M2EProcesses.
Read and close the import report.
The imported process model should look like this:
c) In Designer having process model Notify Department opened, use the Implementation
tab within the Properties view for Service Task Activity Send Notification to ensure
that this step is configured to invoke the existing IS service
m2EProcessesSupport.services:sendNotification.
Service Task to configure it. Note: You need to start your Integration Server to see the content in the Package Naviagtor.
d) Save and close process Notify Department.
e) Now import the updated process Employ Worker into the process project M2EProcesses.
f) Click OK to allow the existing process model to be overwritten.
Click Finish to complete the import and then click Yes to All.
g) Read and close the import report.
h) Review the imported process model. You should have a Call Activity which is configured to invoke Notify Department as a BPMN Callable process.
Click the + icon on the Call Activity Notify Computer Center to verify it opens the
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Exercise 8:
Delegated Technical Refinement (2)
O v e r vi ew
Kevin Parker (a member of the group process developers) has successfully received the BPMN process models Employ Worker and Notify Department for ongoing technical implementation. Still outstanding are enhancements like error and timeout handling which are necessary for robust processes.
This kind of technical enhancements will be performed by another process developer. Kevin will use M2E to delegate the BPMN process models to process developer Susan Parker. Susan will add technical error and timeout handling to Employ Worker.
S t ep s
1. Currently, process models Employ Worker and Notify Department are in status ‘In development’ (Marc Allen received e-mail notifications about that) and locked by the process developers in webMethods. Kevin Parker imported both models into Designer and checked the enhancements made by Marc Allen in ARIS.
Outstanding technical refinements like error and timeout handling should be added by a specialized team member named Susan Parker. Kevin will delegate the process model Employ Worker to Susan:
a) In Designer, right-click the process model Employ Worker in the Solutions view.
Select ARIS -> Upload ARIS process.
b) On the Upload ARIS Process panel:
• select Action (M2E task) Delegate Implementation
• In Description, type Technical BPMN process of Employ Worker without error handling
• In Message, type Please add error and timeout handling. Regards, Kevin
c) Wait for a success message and confirm it with OK.
As a result, every member of group Process Developer (including Kevin Parker) receives an e-mail. Process engineer Marc Allen is not affected and is not notified of the delegation. The process state is unchanged.
2. Use Mozilla Thunderbird to look for a new mail titled Process implementation delegated for: Employ Worker in the inbox of Susan Parker.
Note that the same e-mail has also been sent to Kevin Parker.
3. If stopped in a previous exercise, run the Windows Services Control Panel and start the Software AG Integration Server.
4. On your VM, a common source code repository and versioning system for shared
webMethods process development hasn’t been configured. To simulate working as Susan Parker in her own Designer tool with access to process projects in a common repository we will change the user credentials for M2E in Designer.
In the Designer session still open, select Window -> Preferences -> Software AG -> Process Development -> ARIS Process Governance Server Connection. Switch
User ID | User Password to susan.parker |manage and click Test connection. After
seeing the ‘Successfully connected…’ message click OK.
5. Now you are working as process developer Susan Parker in Designer. Perform the following steps to accept the delegated process model Employ Worker in your environment:
a) Refresh the ARIS Tasks view.
b) Right-click the new M2E task named Accept implementation for process: Employ Worker and select Import.
c) To keep things simple, import Employ Worker to the same process project as used before (M2EProcesses) and allow overwriting of the existing BPMN process model.
d) Close the Progress Information panel to see the imported process model opened in the process editor.
6. Acting as Susan Parker, perform the following technical refinements:
a) To catch errors that might occur when calling the underlying Web service, drag an Intermediate Boundary Error Event from the Palette to the Service Task Activity
Calculate Salary.
Select the Boundary Event in the process editor and specify its name/label as Catch Calculate Salary Error in the Properties view.
b) From the Palette, drag a Complex Event next to the existing joining Parallel Gateway
c) Reassign the transitions like this:
i) Review Employee Data –> And => Review Employee Data –> Gateway1
ii) Employee Contract signed –> And => Employee Contract signed –> Gateway1
iii) And -> Create Employee Acceptance => Gateway1 -> Create Employee Acceptance
d) Delete unbound Gateway And.
e) Select Gateway1 in the process editor. On the General tab of its Properties view,
rename Gateway1 to And. On the Joins tab of its Properties view, select the Join
Type AND and specify a static join timeout time of 2 days.
f) Select Start Message Event Employee received in the process editor. In the
Properties view, select tab Correlation and select the Field Name within document Employee.
g) Select Start Message Event Employee Contract signed in the process editor. In the
Properties view, select tab Correlation and select the Field Name within document EmployeeContract.
h) From the Palette, add to the end of the IT swimlane:
• a Service Task Activity named Handle Error
• an Intermediate Message Event named Send Process Error
• an End Terminate Event named Terminate with Error
Add two transitions like shown on the following screen shot:
i) From the Package Navigator view, drag IS service
m2EProcessesSupport.services:handleError on top of Service Task Activity Handle Error.
j) Select Intermediate Message Event Send Process Error. On the Implementation tab of
its Properties view, change the Event type to Throw Event and browse for the document type m2EProcessesSupport.docs:ProcessError to throw.
k) Select End Terminate Event Terminate with Error. On the Implementation tab of its
Properties view, change the final process status to Failed.
l) In the process editor, click in the whitespace to open the process properties of Employ Worker in the Properties view. Open the Error tab and select Service Task
Activity Handle Error as global process handler step.
m) Draw a new transition from And to Handle Error. On the Condition tab of the
On the Appearance tab, switch the Text and Line Color to a dark brown. This is to
indicate the transition is an exceptional transition.
n) Draw another transition from the Intermediate Boundary Error Event Catch Calculate Salary Error to Handle Error. On the Appearance tab of the transition’s properties,
change the line color to dark brown also.
o) Select Service Task Activity Handle Error. In the Properties view, select Join Type Unsynchronized Or on the Joins tab.
Exercise 9:
BPMN Process Review requested by Susan Parker
O v e r vi ew
Process developer Susan Parker has finished the technical refinement of the Employ Worker process. She will now pass the process back to process engineer Marc Allen for a review in ARIS. In contrast to an upload for update, Marc Allen is only allowed to accept or to reject the modifications performed by Susan.
If Marc Allen accepts Susan’s work, she will delegate the ongoing work back to Kevin Parker.
S t ep s
1. Susan Parker finished adding error handling to process Employ Worker. She would like process engineer Marc Allen to review and approve the changes in ARIS.
a) In Designer, right-click the process model Employ Worker in the Solutions view.
Select ARIS -> Upload ARIS process.
b) On the Upload ARIS Process panel:
• select Action (M2E task) Request review for model
• In Description, type Technical BPMN model incl. error handling for review in ARIS.
• In Message, type Marc, please approve my changes. Regards, Susan
• click OK
b) Wait for a success message and confirm it with OK.
As a result, the state of the Employ Worker process changes to ‘Review requested’, e-mail notifications are sent and new M2E task becomes available for process engineer Marc Allen.
2. Use Mozilla Thunderbird to look for a new email in Susan Parker’s inbox titled Review requested for process: Employ Worker.
3. Additionally, process engineer Marc Allen receives an e-mail notification requesting that he perform a review of the process. Open the new mail titled Review process
implementation of: Employ Worker.
4. Start ARIS Business Architect (if not active). In the Business Architect: a) Open the Designer module and if necessary, log in to database
localhost\m2eWorkshop as marc.allen |manage. Choose filter Entire method.
b) Open the BPMN model of Employ Worker. You should see the new version modified
by Susan Parker, but the model is still locked by the process developers in webMethods.
c) Use Compare model as done in the previous exercises to compare the current BPMN
version with the previous version in ARIS.
d) Switch to the Task list module.
e) If necessary, login as marc.allen |manage and choose server localhost.
f) Click Status filter New tasks to refresh the M2E task list.
Double-click task Review current implementation of process: Employ Worker to
start the review. Confirm to start performing the task.
g) On the Review implementation process panel of the executed task, provide the approval statement for Susan Parker as shown on the picture below and click Accept.
As a result, the task ‘Review current implementation of process: Employ Worker’ vanishes from the task list of Marc Allen, process status falls back to ‘In development’ and notification e-mails are sent.
5. Use Mozilla Thunderbird to look for new e-mails send to Marc Allen and Susan Parker.
6. Susan Parker was notified about the accepted review of her changes to the process Employ Worker. Since her work on the process is complete, she will delegate it back to Kevin Parker.
a) In Designer, right-click the process model Employ Worker in the Solutions view.
b) On the Upload ARIS Process panel:
• select Action (M2E task) Delegate Implementation
• In the Description, type Reviewed Technical BPMN process of Employ Worker incl. error handling
• In the Message, type Please finish the implementation. Regards, Susan
• click OK
c) Wait for a success message and confirm it with OK.
As a result, every member of group process developer (including Susan Parker) receives an e-mail. Process engineer Marc Allen is not affected and is not notified of the delegation. The process state is unchanged.
7. Use Mozilla Thunderbird to look for a new mail titled Process implementation delegated for: Employ Worker in the inbox of Kevin Parker.
8. To switch to process developer Kevin Parker, modify Designer’s preferences again. Select Window -> Preferences -> Software AG -> Process Development -> ARIS Process Governance Server Connection. Switch User ID | User Password to kevin.parker
|manage and click Test connection. After seeing the ‘Successfully connected…’ message
click OK.
9. Now you are again working as process developer Kevin Parker in Designer. Perform the following steps to accept the delegated process model Employ Worker:
a) Refresh the ARIS Tasks view.
b) Right-click the new M2E task named Accept implementation for process: Employ Worker and select Import.
c) Import Employ Worker to the same process project as used before (M2EProcesses) and allow overwriting of the existing BPMN process model.
d) Close the Progress Information panel to see the imported process model opened in the process editor.
•
Remarks: Currently not working on VM:
•
E-mail notifications are not sent to process developers when
accepting (or rejecting) the review. (no feedback)
•
Check box Adjust Business model doesn’t have any effect.
No e-mail sent to Peter.May.
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Exercise 10:
Test Implementation
( o p t i o n a l o r t r ai n e r d e mo )
O v e r vi ew
Kevin Parker will test the technical implementation of processes Employ Worker and Notify Department. This requires a build and upload of the process models in webMethods so that executable processes are available for the Process Engine. It also requires the User Task project be published to the My webMethods Server (MWS).
The testing will then be performed in Designer by using the built-in process debugger.
S t ep s
1. To free some memory, close the ARIS Business Architect and then use the Service Control Panel to stop the ARIS Business Server.
2. Start My webMethods Server (MWS) using the Service Control Panel. This server is
required to run the User Task invoked by your process Employ Worker.
3. In Designer, add the Servers view to the Process Development perspective. To do so,
select Window -> Show View -> Other… . On the panel type ser as search filter and
select the Servers view to be opened.
4. In the opened Servers view, right-click the server labeled as My webMethods Server (Remote) @ localhost:8585 and select Add and Remove… .
Add the available User Task project M2ETasks to the column Configured and click Finish.
Click the Publish icon in the Servers view to publish the project to MWS. If prompted for MWS authentication provide Sysadmin | manage.
5. Open BPMN process model Employ Worker in Designer.
a) Select Service Task Activity Calculate Salary in the editor. In the Properties view,
double-check the assigned IS web service connector on the Implementation tab.
Implement this step if necessary using the screen shot below as guidance.
b) Open the Inputs/Outputs tab in the Properties view of Calculate Salary. For Inputs,
click the Create new input icon and select the document reference named Employee
Also add the document reference named Employee to the Outputs:
c) Save the process model Employ Worker in Designer.
6. To create an executable process model in webMethods, click Build and upload for execution.
The Build command will also build and upload the invoked Notify Department process. If you are prompted to enable the process for execution, confirm with Yes.
7. A Build generates a new package named M2EProcesses on the webMethods Integration
Server. This package contains IS services implementing the Activities, Gateways and Events contained in the technical BPMN process model. In the Package Navigator, refresh the tree view to see the new package.
8. Right-click Service Task Activity Calculate Salary in the process editor and select Edit Data mapping. This command opens the generated IS service Calculate_Salary in the IS
package M2EProcesses. Select the Invoke step in the flow editor.
Perform the following mappings in the Pipeline view:
a) From Pipeline In, map document reference Employee to document Employee as
contained in the service input tns:calculateSalary. To perform the mapping, select
both documents and use the Create a link… icon.
b) In the same way, map document Employee as contained in the service output
tns:calculateSalaryResponse to the output document reference named Employee of
Pipeline Out.
9. Right-click the Web Service Descriptor
m2EProcessesSupport.services.webservices:calculateSalaryWSProvider in the Package
Navigator.
Select its Properties. Ensure all permissions for the Web Service Descriptor are set to Anonymous. If not, lock the Web Service Descriptor for edit in the Package Navigator
view, then modify its properties, unlock and save it.
10.Switch back to the process model Employ Worker in Designer. Switch to the Process Debugging perspective.