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Red Hat JBoss BPM Suite 6.0 Working with the BPM Suite Example App Get started with the BigApp (BPM Suite Example App) Last Updated: 2017-11-17

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Page 1: Red Hat JBoss BPM Suite 6 · Red Hat JBoss BPM Suite 6.0 ... Red Hat JBoss BRMS and Red Hat JBoss BPM Suite use a centralized repository where ... Policies …

Red Hat JBoss BPM Suite 6.0

Working with the BPM Suite Example App

Get started with the BigApp (BPM Suite Example App)

Last Updated: 2017-11-17

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Red Hat JBoss BPM Suite 6.0 Working with the BPM Suite Example App

Get started with the BigApp (BPM Suite Example App)

Vikram [email protected]

Eva Kopalova

Red Hat Content Services

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Legal Notice

Copyright © 2014 Red Hat, Inc.

This document is licensed by Red Hat under the Creative Commons Attribution-ShareAlike 3.0Unported License. If you distribute this document, or a modified version of it, you must provideattribution to Red Hat, Inc. and provide a link to the original. If the document is modified, all RedHat trademarks must be removed.

Red Hat, as the licensor of this document, waives the right to enforce, and agrees not to assert,Section 4d of CC-BY-SA to the fullest extent permitted by applicable law.

Red Hat, Red Hat Enterprise Linux, the Shadowman logo, JBoss, OpenShift, Fedora, the Infinitylogo, and RHCE are trademarks of Red Hat, Inc., registered in the United States and othercountries.

Linux ® is the registered trademark of Linus Torvalds in the United States and other countries.

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All other trademarks are the property of their respective owners.

Keywords

1. navigating the jboss bpm example app. 2. example jboss bpm app. 3. setting up the

jboss bpm example app. 4. set up jboss example app. 5. example app process flow in

jboss bpm. 6. jboss bpm example application. 7. jboss bpm examples.

Abstract

The guide to help you install and navigate the BPM Suite Example App (BigApp)

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Table of Contents

CHAPTER 1. INTRODUCTION1.1. ABOUT RED HAT JBOSS BPM SUITE1.2. RED HAT JBOSS BPM SUITE COMPONENTS1.3. USE CASE: PROCESS -BASED SOLUTIONS IN THE LOAN INDUSTRY

CHAPTER 2. BPM SUITE EXAMPLE APP2.1. INTRODUCING THE BPM SUITE EXAMPLE APP

CHAPTER 3. BPM SUITE EXAMPLE SETUP3.1. DOWNLOADING THE BPM SUITE EXAMPLE APP3.2. CREATING USERS AND ROLES3.3. STARTING THE SERVER3.4. LOGGING IN TO BUSINESS CENTRAL3.5. INSTALLING THE BPM SUITE EXAMPLE APP

CHAPTER 4. BPM SUITE EXAMPLE APP PROCESS FLOW4.1. BPM SUITE EXAMPLE APP MORTGAGE APPROVAL PROCESS FLOW4.2. NAVIGATING THROUGH THE MAJOR PARTS OF THE BPM SUITE EXAMPLE APP

CHAPTER 5. EXAMPLE PROCESS INSTANCES

APPENDIX A. REVISION HISTORY

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CHAPTER 1. INTRODUCTION

1.1. ABOUT RED HAT JBOSS BPM SUITE

Red Hat JBoss BPM Suite is an open source business process management suite that combinesBusiness Process Management and Business Rules Management and enables business and IT users tocreate, manage, validate, and deploy Business Processes and Rules.

Red Hat JBoss BRMS and Red Hat JBoss BPM Suite use a centralized repository where all resourcesare stored. This ensures consistency, transparency, and the ability to audit across the business.Business users can modify business logic and business processes without requiring assistance from ITpersonnel.

To accommodate Business Rules component, Red Hat JBoss BPM Suite includes integrated Red HatJBoss BRMS.

Business Resource Planner is included as a technical preview with this release.

Report a bug

1.2. RED HAT JBOSS BPM SUITE COMPONENTS

The Red Hat JBoss BPM Suite contains the following components:

Execution Engine

The runtime environment for business assets (Processes, Tasks, Rules, etc.). For further details,refer to the Red Hat JBoss BPM Suite Administration and Configuration Guide.

Artifact Repository (Knowledge Store)

A storage for business assets that provide revision control capabilities (connects GIT repositorieswith business assets).

Business Central

A web-based application for asset creation, management, and monitoring of business assetsproviding an integrated environment with the respective tools, such as, rule and process authoringtools, business asset management tool for work with Artifact Repository, runtime datamanagement tools, resource editors, BAM (Business Activity Monitoring) tools, Task managementtools, and BRMS tools. For further details, refer to the Red Hat JBoss BPM Suite User Guide.

Report a bug

1.3. USE CASE: PROCESS -BASED SOLUTIONS IN THE LOAN INDUSTRY

Red Hat JBoss BPM Suite (BPMS) can be deployed to automate business processes, such asautomating the loan approval process at a retail bank. This is a typical 'Specific Process-Based'deployment that might be the first step in a wider adoption of BPM throughout an enterprise. Itleverages both the BPM and business rules features of BPMS.

A retail bank offers several types of loan products each with varying terms and eligibilityrequirements. Customers requiring a loan must file a loan application with the bank, which thenprocesses the application in several steps, verifying eligibility, determining terms, checking forfraudulent activity, and determining the most appropriate loan product. Once approved, the bank

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creates and funds a loan account for the applicant, who can then access funds. The bank must be sureto comply with all relevant banking regulations at each step of the process, and needs to manage itsloan portfolio to maximize profitability. Policies are in place to aid in decision making at each step, andthose policies are actively managed to optimize outcomes for the bank.

Business analysts at the bank model the loan application processes using the BPMN2 authoring tools(Process Designer) in BPM Suite:

Figure 1.1. High-level loan application process flow

Business rules are developed with the rule authoring tools in BPM Suite to enforce policies and makedecisions. Rules are linked with the process models to enforce the correct policies at each processstep.

The bank's IT organization deploys the BPM Suite so that the entire loan application process can beautomated.

Figure 1.2. Loan Application Process Automation

The entire loan process and rules can be modified at any time by the bank's business analysts. Thebank is able to maintain constant compliance with changing regulations, and is able to quicklyintroduce new loan products and improve loan policies in order to compete effectively and driveprofitability.

Report a bug

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CHAPTER 2. BPM SUITE EXAMPLE APP

2.1. INTRODUCING THE BPM SUITE EXAMPLE APP

The BPM Suite Example App is a functional Red Hat JBoss BPM Suite demo app that mimics thefunctionality of the rules and processes followed in approving or rejecting the application for amortgage to buy a property. It showcases the rules, web services and human tasks involved inevaluating a mortgage application.

This example app is provided as a deployable GIT repository that can be cloned locally and installed toa local instance of BPM Suite running on Red Hat JBoss Enterprise Application Platform.

WARNING

The BPM Suite Example App runs in-memory and there is no persistence involved.Anything that you create using this App is not saved. This means that if you needto restart the underlying server, you will lose your process instances, data andmonitoring history.

The app introduces you to and showcases the following functionality in Red Hat JBoss BPM Suite:

Advanced processes

Human Tasks assigned to multiple roles

Use of Swimlanes

Guided business rules

Technical rules

Guided web decision tables

Script Tasks for Java work

Web Service tasks using SOAP/HTTP

Use of the BPMS Data Modeler for creating the Java fact model

Use of graphic form designer to create forms with examples of Javascript validation

Helper jar to pre-load process instances in various states

The following figure represents the process flow within the BigApp.

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CHAPTER 3. BPM SUITE EXAMPLE SETUP

3.1. DOWNLOADING THE BPM SUITE EXAMPLE APP

To download the BPM Suite Example App, do the following:

1. Go to the Red Hat Customer Portal and log in.

2. Select Downloads → Product Downloads.

3. In the Product Downloads page that opens, click Red Hat JBoss BPM Suite.

4. From the Version drop-down menu, select the product version 6.0.3.

5. Select Red Hat JBoss BPM Suite 6.0.3 Quick Starts and then click Download.

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3.2. CREATING USERS AND ROLES

1. Using the terminal, navigate to the jboss-eap-6.1/bin directory.

2. To add application users, run the command add-user.sh on a Unix system, or add-user.bat on aWindows system from the bin directory.

3. Enter b at the type of user prompt and press Enter.

4. Accept the default Realm (ApplicationRealm): by pressing Enter.

5. At the username prompt, enter the user name hank and confirm.

6. Create the user's password at the password prompt and reenter the password.

7. Enter the roles admin,appraiser,broker,manager separated by commas at the rolesprompt and confirm.

8. Confirm you want to add the user.

9. Enter no at the last prompt.

NOTE

Usernames, passwords, and roles are case sensitive.

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3.3. STARTING THE SERVER

NOTE

It is assumed that you have a functional Red Hat JBoss BPM Suite already downloadedand installed. If not, please refer to the Red Hat JBoss BPM Suite 6 Installation Guide.

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Start the Red Hat JBoss BPM Suite server (if not already started):

a. On the command line, move into the $SERVER_HOME/bin/ directory.

b. In a Unix environment run:

./standalone.sh

In a Windows environment run:

./standalone.bat

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3.4. LOGGING IN TO BUSINESS CENTRAL

Once the server is started, open a web browser and login to Business Central athttp://localhost:8080/business-central using the admin user. If the user interface has beenconfigured to run from a domain name, substitute localhost with the domain name. Forexample http://www.example.com:8080/business-central.

Figure 3.1. Logging in to Business Central

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3.5. INSTALLING THE BPM SUITE EXAMPLE APP

Now that you have downloaded the BPM Suite Quick Starts, it is time to install the BPM Suite ExampleApp on a running Red Hat JBoss BPM Suite.

1. Open Business Central in your web browser (if running locally,http://localhost:8080/business-central) and log in as a user with the admin role.

2. Create a Demo organizational unit:

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a. Go to Authoring → Administration.

b. On the perspective menu, select Organizational Units → Manage Organizational Units .

c. In the displayed Organizational Unit Manager view, click Add.

d. In the displayed Add New Organizational Unit dialog box, define the unit propertiesand click OK:

Name: Demo

Owner:

3. Extract the zip package jboss-bpms-brms-VERSION.GA-redhat-MINOR-VERSION-quickstarts.zip you downloaded from Red Hat Customer Portal on a local folder on theserver. This unzipped version of the zip file contains the folder jboss-bpm-example whichcontains the GIT repository in the mortgage-demo folder and this is what we will now import.

4. In Business Central, go to Authoring → Administration.

5. On the perspective menu, click Repositories → Clone repository.

6. In the displayed Clone Repository dialog box, define the repository properties:

Repository Name: Mortgages

Organizational Unit: Demo

Git URL: file:///${PATH-TO-UNZIPPED-FOLDER}/mortgage-demo/.git

NOTE

Make sure to replace ${PATH-TO-UNZIPPED-FOLDER} with the actuallocation. Also note that after the file: protocol, there are three forwardslashes ///.

Leave the items Username and Password empty.

The repository is now cloned and the Mortgage repository is visible in File Explorer. You nowneed to build and deploy this project.

7. Go to Authoring → Project Authoring.

8. In Project Explorer, select Demo → Mortgages.

9. Select Tools → Project Editor and on the panel that opens, click the Build & Deploybutton. Confirm the changes and add a check in comment if required. A green bar at the topwill let you know if the project builds successfully.

10. You now need to deploy the Mortgage Demo Web Service on the BPM Suite server. To do this,locate the web application archive file jboss-mortgage-demo-ws.war in the unzipped localfolder and copy it to ${BPM Server Dir}/standalone/deployments/.

11. Now we will load the Mortgage Demo project with a few process instances in various stages ofworkflow. These instances are provided in a file called jboss-mortgage-demo-client.jar.

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These instances help you to play with the Mortgage Demo without needing to create themyourself. You can safely skip this step if you would much rather create these instancesyourself.

NOTE

A known bug (1033590) causes the installation of these client processes to failwhen being run on some older Java Development Kits (JDK). Specifically, JDKversions less than 1.7.0_17 are known to be vulnerable. Please make sure to runthe following commands on environments that are at least 1.7.0_17 or morerecent.

In a new terminal emulator window, navigate to the location where you unzipped the BPM SuiteExample App file (jboss-bpm-example-dist-1.MINOR_VERSION-redhat-x), and run thefollowing command

java -jar jboss-mortgage-demo-client.jar USERNAME PASSWORD http://localhost:8080/business-central com.redhat.bpms.examples:mortgage:1

For example:

java -jar jboss-mortgage-demo-client.jar admin your_password http://localhost:8080/business-central com.redhat.bpms.examples:mortgage:1

NOTE

Make sure to replace the username and password with your own username andpassword. This username must have admin access within the BPM Suite Server.

NOTE

Make sure that your Red Hat JBoss BPM Suite server is running when you runthe above command.

A successful execution will load these processes in your BPM Suite Server. Check the serverlog to see the application log outputs for confirmation.

Report a bug

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CHAPTER 4. BPM SUITE EXAMPLE APP PROCESS FLOW

4.1. BPM SUITE EXAMPLE APP MORTGAGE APPROVAL PROCESSFLOW

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4.1.1. Input Data

The mortgage application begins at the start node by using a graphical form designed with thegraphical form designer of BPM Suite to input data from the applicant, which include the applicant'spersonal information, annual income, social security number, the address and price of the property,and the down payment.

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4.1.2. Validation

Once the beans are created, the next step is a business rule task, which does validation on the beans. Ituses five business rules that have been created using the guided rule editor to validate informationsuch as the format of the social security number, the down payment, or the amortization.

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4.1.3. Data Correction

If anything is found to be invalid, a human task is used for data correction. The broker gets in touchwith the applicant and attempts to correct the data. There is a swim lane for the broker, so the samebroker that was assigned to correct the data the first time does it again if necessary, or any other taskrequired by a broker is always done by the same broker for this particular mortgage application. Afterthe correction, validation is reset and performed again. Once the data is valid, the process continues tothe credit report.

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4.1.4. Credit Report

The credit report is obtained via a web service task that calls a web service using SOAP over HTTP thathas been created as part of the BPM Example App and deployed on the underlying platform. Based onthe social security number sent, this task returns a credit score for the applicant.

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4.1.5. Mortgage Calculations

The credit score is then used in the next step for mortgage calculation, which is again a business ruletask. The business rule task is tied to a couple of different business rules and a guided web decisiontable. The decision table looks at the bracket for the credit score of the applicant as well asamortization and produces an interest rate. Other rules include figuring out the ratio of the downpayment to the sales price and whether this is a jumbo loan, in which case there is a premium. All of thevalues result in the interest rate. The interest rate is used in the next node, again a script task, whereJava code does a simple calculation based on the interest rate, the sale price minus the down payment,and the amortization calculates the monthly mortgage payments.

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Report a bug

4.1.6. Qualify Borrower script task

The monthly mortgage payments are compared to the annual income of the applicant, and if the ratiois too high, the mortgage is not qualified and is denied. If the ratio is OK, it is qualified.

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4.1.7. Appraisal

If the mortgage is qualified, the only remaining step is the appraisal on the property.

It is done using an appraiser human task, where an appraiser claims the task, looks at the property, andbased on the address and the sales price determines an appraised value. The appraised value iscompared with the sales price of the property.

If it is the same or higher, the mortgage is approved. If the appraised value is lower than the property'ssale price, it affects the mortgage and the ratio of the down payment.

In that case, we go back to the cycle of calculating the interest rate again, this time based on theappraised value, as opposed to the property sale price, to see whether the borrower is qualified. If theyare, this process concludes and the mortgage is approved. If they are not, they are prompted by theirbroker to increase the down payment. As long as they are able to increase the down payment, we canmake another attempt to do the calculation, but if they do not qualify and they can no longer increasethe down payment, we go to a financial review, which is done by a manager.

The financial review is the last resort, where the manager looks at the mortgage application and hasthe chance to override the decision and approve the mortgage. If they do approve the mortgage, it isapproved and the process ends. If they deny it, it is denied and the process ends as well.

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4.2. NAVIGATING THROUGH THE MAJOR PARTS OF THE BPM SUITEEXAMPLE APP

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4.2.1. Process Management

1. To start the mortgage application process, go to Process Management → Process Definitionson the main menu. The process definition is displayed on the list. If you cannot see the processdefinition, click Refresh.

2. Start the process by clicking the Start button next to the Process definition entry. The Form dialog box is displayed.

3. Fill out your name, address, and the rest of the details.

4. Click the play button to instantiate the process.

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NOTE

There are some basic rules that you need to follow to make sure the process input datais accepted without the need to use a Data Correction task:

* Social security number (SSN) is validated by the Validate SSN rule in the Validationtask. The validation rule accepts any 9-digit number as a valid SSN.

* The Validate Amortization rule determines that for amortization, you can enter a valueof 10, 15, or 30 only. The rule is defined in the BPM Suite Example App. If you enter adifferent amortization value, the BPM Suite Example App creates a Data Correctionhuman task, where you have to change the value.

If any of the entered data is not valid, it fails validation and the business rule that applied to thescenario is displayed in the log. In that case, a human task is used for data correction. For this we needa broker. The user we have in the BPM Example App has the various roles of a broker, an appraiser, anda manager, so all actions can be performed without having to log out and back in, which might not bethe case in a real application.

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4.2.2. Data Correction Task

In case the entered data is not valid and validation fails, a data correction task is available to claim andwork on.

1. To claim a data correction task, click the claim button to confirm you are going to workon the task.

2. To complete the task, click the complete button and correct the data in the displayedData Correction form.

3. When the data is fixed, click the complete button at the bottom of the form. A yellownotification appears in the upper part of the screen informing you that the form wascompleted.

If you click the drop down arrow in the upper right hand corner of the Business Process tab and selectthe Guided Editor in the displayed drop down menu, the rule that applied, the cause, and standardoutput will be displayed.

If you select the Decision Table from the drop down menu and view its content, you can see the creditscore returned by the web service, the APR, or the monthly payment.

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4.2.3. Doing Appraisal

In the BPM Suite Example App , the created user also has the role of an appraiser, and therefore is ableto work on the appraisal.

To work on the appraisal, do the following:

CHAPTER 4. BPM SUITE EXAMPLE APP PROCESS FLOW

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1. On the tasks list, claim the appraisal task by clicking the Lock button. A yellownotification appears in the upper part of the screen informing you that the task is successfullyclaimed.

2. To complete the task, click the Complete button and fill out the data in the displayedform.

If the appraisal is low, the calculation is performed again, and if not qualified, the borrower gets achance to increase the down payment. There is a task for increasing the down payment that isautomatically assigned to the same person who previously worked on the mortgage application.

To work on the task for increasing the down payment, do the following:

1. Click the Start button to start working on the task.

2. Use the button to complete it. The displayed form contains the data including the downpayment, which is the only value that can be changed.

If the task is completed without increasing the down payment, the application process continues to afinancial review done by a manager.

Report a bug

4.2.4. Mortgage Approval

In the BPM Suite Example App, the same user is able to claim the task as a manager by clicking the (

) button and the ( ) button to start working on it.

The displayed form contains a review of all relevant data.

To approve the mortgage, check the box Approve Mortgage on the left hand side at the bottom of the

form and click the ( ) button to complete the task.

By approving the mortgage, the business process is successfully finished.

Report a bug

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CHAPTER 5. EXAMPLE PROCESS INSTANCESThe BPM Example App provides you with several process instances in various stages of the ExampleApp workflow. This can help you to play around with the app without needing to create a processinstance from scratch.

These instances are added via an executable JAR file and you may have already installed them on yourBPM Suite server in the last step of section Section 3.5, “Installing the BPM Suite Example App” . If not,please install these instances now.

User qualifies with a very low interest rate, great credit, non-jumbo loan: Amy

User qualifies with very low interest rate, great credit, non-jumbo loan: Andy

User qualifies with low interest rate, good credit, non-jumbo loan: John

User qualifies with low interest rate, good credit, non-jumbo loan: Jane

User qualifies with lower interest rate, great credit, jumbo loan: Liz

User qualifies with lower interest rate, great credit, jumbo loan: Larry

User qualifies with a bit higher interest rate, good credit, jumbo loan: Max

User qualifies with a bit higher interest rate, good credit, jumbo loan: Marry

User DOES NOT qualify with interest rate too high, terrible credit and jumbo loan: Joe

User DOES NOT qualify with down payment too low and jumbo loan: Jill

User DOES NOT qualify with down payment too low and jumbo loan: Rachel

User DOES NOT qualify with down payment too low and jumbo loan: Raphael

User provided incorrect SSN: Jennifer

User provided incorrect SSN: Jason

User with amortization not offered: Mike

User with amortization not offered: Molly

Report a bug

CHAPTER 5. EXAMPLE PROCESS INSTANCES

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APPENDIX A. REVISION HISTORY

Revision 1.0.0-9.29 Mon Oct 20 2014 Rüdiger LandmannAdd new metadata BZ#1130629

Revision 1.0.0-9 Mon Sep 22 2014 Vikram GoyalBuilt from Content Specification: 22691, Revision: 711717 by vigoyal

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