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Oracle Hyperion
Data Relationship Management
Workflow Development Kit 11.1.2
Training
July 20-21, 2010
Announcements
Announcements
• Timings
• Breaks
• Food
• Hands-on labs prerequisites
Agenda
• Day – 1: 9 AM – 6 PM
– Announcements & Introductions
– Training Objectives
– DRM WDK 11.1.2 Overview
— WDK SOA Integration Architecture
— WDK Components
— WDK Technologies & Tools
— DRM Request Overview
– WDK Organization
– Request App & Task Flow – Design and Code Overview
– WDK Build and Deployment
– Lunch break: 12:15 PM – 1:00 PM
Agenda (cont.)
• Day – 1: 9 AM – 6 PM (cont.)
– Request Workflows – Design and Code Overview
– WDK Customizations using Stage Metadata Framework
– Break: 2:30 PM – 2:45 PM
– Hands-on Lab 1: Customize WDK for a New Node Type
— Configure the Request Application
— Configure the Workflows
— Configure the Request Processing Task Flow Application
— Testing
Agenda
• Day – 2: 9 AM – 5 PM
– Finish Hands-on Lab 1: Customize WDK for a New Node
Type
— Configure the Request Application
— Configure the Workflows
— Configure the Request Processing Task Flow Application
— Testing
– Hands-on Lab 2: Add a New Node Action (Request Type)
— Customize the Request Application
— Customize the Task Flow Application
— Add a New Workflow
— Configure the Request Workflow Selection Process
— Testing
– Summary
Introductions
Introductions
• Name
• Company
• Title and role
• The reason you are here - What do you want to get out of
WDK training?
• Have you used WDK?
• Have you used JDeveloper?
• Have you used JDeveloper to build ADF applications?
• Have you used JDeveloper to build workflows?
Objectives (cont.)
Objectives (cont.)
• Standards-based solution
• Leverages Oracle SOA Suite
• Use for human workflows and task orchestration
• Flexible to support complex processes and rules
• Define and share reusable components across workflows
• Incorporate DRM tasks into an enterprise business
process
Request DRM
Processing Workflow: Service
Task Flow Request- Library
DRM Service Approval
Library
• DRM WDK
– Request Application
– Request Processing Workflows
– Request Processing Task Flow Application
• DRM
– DRM Server
– DRM Web Service
– DRM Service Library
• DRM WDK
– Request Application
– Request Processing Workflows
– Request Processing Task Flow Application
• DRM
– DRM Server
– DRM Web Service
– DRM Service Library
• SOA Suite
– Business Process Engine
– Human Task Services
— Workflow Human Task Services
— BPM Worklist
– Web Services Host (container)
– Human Task Flows Host (container)
Request Workflows
• DrmRequestWorkflowSelection
• DrmRequestAddEnrichNode
• DrmRequestUpdateNode
• DrmRequestApproval
• DrmRequestProcessing (optional)
Legend
Required Properties
XSD Type Selection Criteria
Text Selection Criteria
Field Name (Type •Criteria: string
reference) Validations Selection
•Type: string [list, regex]
Criteria
•Usage: string [include, exclude]
•Element: data type •Allow Validation Errors: boolean •Case Sensitive: boolean
•Attribute: data type [v1,v2] •Final Approval: boolean •List Delimiter: string
Display Properties
Selection Criteria
Request
Node Type
Modifiable Properties
Selection Criteria
Properties
Page
Required Properties
Selection Criteria
Fragments Workflow
Properties Stage
Properties
Validations Selection
Criteria Selection
Criteria
•Allow Validation Errors: boolean
•Final Approval: boolean
Request Workflows
• DRM Web Service invocation – not required if drmServer
is set in the hosts file
• SOAP Header fields in BPEL files: serverUrl,
sessionParams, username and password
• Request Approval workflow invocation
• DrmRequestApprovalProcess.wsdl: the port
address located in the service element (at the bottom of
the WSDL file)
• Build & Deploy
• Code location
– Core code shared by both Request Application and Request
Processing Task Flow Application (DrmWdkCore)
– Request Application (ViewController)
– Request Processing Task Flow Application
(DrmWdkViewCommon)
100 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Add a human task (cont.)
— Configure the human task input – Stage Metadata (cont.)
— Modify the assign activity:
Assign_requestWfHumanTaskInputVariable
query="/rwfty:requestWorkflowHumanTaskInput/rwfty:requestWorkflowStageMetadata/rwfty:stageN
ame"/>
</copy>
101 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Add a human task (cont.)
— Configure the human task input – Stage Metadata (cont.)
— Modify the assign activity:
Assign_requestWfHumanTaskInputVariable
query="/rwfty:requestWorkflowHumanTaskInput/rwfty:requestWorkflowStageMetadata/rwfty:pageFr
agmentsTitle"/>
</copy>
102 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Add a human task (cont.)
— Configure the human task input – Stage Metadata (cont.)
— Modify the assign activity:
Assign_requestWfHumanTaskInputVariable
query="/rwfty:requestWorkflowHumanTaskInput/rwfty:requestWorkflowStageMetadata/rwfty:pageFr
agmentFilesSelCriteria/rwfty:criteria"/>
</copy>
103 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Add a human task (cont.)
— Configure the human task input – Stage Metadata (cont.)
— Modify the assign activity:
Assign_requestWfHumanTaskInputVariable
query="/rwfty:requestWorkflowHumanTaskInput/rwfty:requestWorkflowStageMetadata/rwfty:displa
yPropsSelCriteria/rwfty:propCategoriesSelCriteria/rwfty:criteria"/>
</copy>
104 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Add a human task (cont.)
— Configure the human task input – Stage Metadata (cont.)
— Modify the assign activity:
Assign_requestWfHumanTaskInputVariable
query="/rwfty:requestWorkflowHumanTaskInput/rwfty:requestWorkflowStageMetadata/rwfty:modifi
ablePropsSelCriteria/rwfty:propsSelCriteria/rwfty:criteria"/>
</copy>
<copy>
<from expression="'regex'"/>
<to variable="requestWfHumanTaskInputVariable"
query="/rwfty:requestWorkflowHumanTaskInput/rwfty:requestWorkflowStageMetadata/rwfty:modifi
ablePropsSelCriteria/rwfty:propsSelCriteria/@typ"/>
</copy>
105 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Add a human task (cont.)
— Modify post processing
— Set workflow output variable – Prepare Response
— Modify the conditional processing within switch activity
Remove all processing for all cases
Look at another WDK workflow (will add the Request Approval
workflow invocation later for the APPROVE case)
– Save All and rebuild
– Deploy
– Test
— Use the same Request ID
— Verify: human task should display the appropriate Properties in
read-only state as per the Stage Metadata configuration
106 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Invoke the Request Approval workflow
— Second-level approval
— Create a Partner Link for the workflow invocation
— Name: automatically populated when WSDL is selected
— WSDL URL
SOA Resource Lookup
DrmRequestApprovalProcess.wsdl
Check Maintain original directory structure
for imported files
Uncheck Rename duplicate files
— Partner Role: DrmRequestApprovalProcessProvider
— My Role: DrmRequestApprovalProcessRequester
— Save All
107 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Add New Workflow (cont.)
• Create a workflow (cont.)
– Invoke the Request Approval workflow (cont.)
— Shortcut
— Copy and paste from another WDK workflow
Namespaces
Variables
Activities: In the APPROVE branch
— Save All and rebuild
108 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Configure Request Workflow Selection
• Configure the Request Workflow Selection process to
invoke the new workflow
– Open DrmRequestWorkflowSelectionProcess.bpel
– Create a Partner Link for the workflow invocation
— Name: automatically populated when WSDL is selected
— WSDL URL
SOA Resource Lookup
DrmRequestInactivateNodeProcess.wsdl
Check Maintain original directory structure
for imported files
Uncheck Rename duplicate files
— Partner Role:
DrmRequestInactivateNodeProcessProvider
— My Role: DrmRequestInactivateNodeProcessRequester
— Save All
109 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Configure Request Workflow Selection (cont.)
• Configure the Request Workflow Selection process to
invoke the new workflow (cont.)
– Rename the auto-generated namespace prefix for the new
workflow
– Add a conditional invocation of the workflow
— Create input and output variables for the new workflow
invocation
— Shortcut
Copy a set of existing input and output variables
Modify them
— Create a conditional invocation of the new workflow
— Shortcut
Copy an existing case clause
Modify it
110 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Hands-on Lab 2: Add New Node Action (cont.)
Testing
• Log into Request App as wfaulk
• Click on a leaf node and click Inactivate Node
• Fill out DRM Properties to create a DRM Request
• Submit the Request for workflow processing
• Log into BPM Worklist as jcooper
• Approve the Request
• Log into BPM Worklist as jstein
• Approve the Request
• Log into DRM web client and ensure the selected node
has been inactivated
111 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Resources
112 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
localhost URLs
113 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
localhost URLs (cont.)
• BPM Worklist
http://localhost:8001/integration/worklistapp/faces/login.
jspx
• SOA Demo User Community: Seed and Unseed
http://localhost:8001/integration/SOADemoCommunity/DemoCom
munitySeedServlet
114 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Resources (cont.)
115 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
DRM 11.1.2 WDK
Resources (cont.)
116 Copyright © 2010, Oracle and/or its affiliates. All rights reserved.