Getting Started With Oracle BPM 11g
March 29, 2012
In a previous blog post I wrote a step by step guide on how to install Oracle BPM 11g. That was all good and well, but now what? The first thing I would suggest you do is go and by the book Getting Started with Oracle BPM Suite 11gR1 – A Hands-On Tutorial. Read that book cover to cover and go through the labs. It provides very good information and a great sample application that you build from scratch throughout the book. If you’re like me and you want to first play with the software a little bit before you go reading a 500 and some-odd page book, Oracle allows you download the same application that you create in the book.
To download the sample application, go to:
http://www.oracle.com/technetwork/middleware/bpm/learnmore/index.html
Browse down to the Samples and Demos section for the link. The sample application is called the Sales Quote Demo and is a BPM process where sales people enter in a quote into the process system, have the quote go through approvals and reviews, perform some automated routing, and finalize the quote.
Once you download the sample application and unzip it there are two documents to help you set up and run it. The first doc is the ‘Setup Instructions’, it takes you step by step through prepping your environment for the application. It walks you through the steps of creating your schema, setting up the WebLogic server, seeding the LDAP, connecting JDeveloper (or BPM studio if you prefer) to the MDS, deploying the project, setting up the groups, and mapping the LDAP users to the process roles. The guide is very good and I didn’t have any problems following through it step by step and deploying the application.
The second document is the ‘Understand and Run’ guide. This document has two sections. The first section goes through the process design and describes the logic behind it. The second section walks you through actually running the application and the end-user experience. Just like the Setup document, this guide is pretty straightforward and easy to follow. Unlike the Setup document, when you go through this guide you actually learn a little bit about Oracle BPM 11g and how it works.
Downloading the Sales Quote Demo and deploying it isn’t a replacement for reading the book I mentioned above or going to a training course, but it is a very good jumping off point. If you like dry reads you can download the various guides that Oracle has for BPM. The guides are all located at:
http://docs.oracle.com/cd/E17904_01/nav/portal_booklist.htm
The guides are actually invaluable and for Oracle BPM 11g I would recommend downloading the following and putting them into your library:
- Quick Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite
- Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite
- Modeling and Implementation Guide for Oracle Business Process Management
- Administrator’s Guide for Oracle SOA Suite and Oracle Business Process Management Suite
- User’s Guide for Oracle Business Rules
- Business Process Composer User’s Guide for Oracle Business Process Management
- User’s Guide for Oracle Business Process Management
Going through these steps, setting up the Sales Quote Demo application, and reviewing it is a great way to start off learning BPM and I highly suggest it. Good luck!
John Linehan
ImageSource, Inc.
Fusion Middleware Patchset 5 in the Wild
February 27, 2012
Oracle slipped out the fifth patchset release for the Fusion Middleware products during the middle of the night on the 22nd of February. For the most part things will be very familiar to longtime users. One of the most visible changes is that the branding has caught up with the software. Oracle Content Server is now Webcenter Content, Imaging and Process Management is now Webcenter Imaging. It feels like an end of an era!
ImageSource has a customer that was entering an upgrade project for their Fusion Middleware based solution. After two surprisingly easy days I got their development and test environments up and running with this new release. Oracle has stated this released isn’t focused on adding lots of new features but they have rolled up a lot of bug fixes and patches that previously had to be installed separately into this release. This is by far the best release of this platform ever.
That’s not to say Oracle didn’t sneak in some great new features. Folks who haven’t got to try out the Oracle Business Process Management feature back in PR4 will find huge improvements in this release. One of the Webcenter Imaging additions I appreciate is a built-in configuration editor for any Oracle solution accelerators installed in the environment. Most folks probably haven’t had to work with those much but as one of the few who have let me tell you it’s a breath of fresh air to start seeing official Oracle tooling support and documentation for those things.
The folks at AMIS have a good write up with lots of reference links and general impressions of the release. All in all, I’m really excited to see what the future brings. Oracle has come a long way since the initial release of the 11g platform as a whole. Even from PS2 this seems like lightyears ahead.
Les Harris
Systems Engineer
ImageSource, Inc.
IPM 10g is Going Away, Now What?
November 18, 2011
Earlier this month ImageSource hosted our annual ECM conference Nexus. I had the chance to meet with many of our customers and have some really great conversations. Many of these folks are running IPM 10g as a core component of their enterprise and since that product is being end of life’d they are taking a long hard look at their installations. Everyone wanted to know what options they had and to talk about the best way for them to move forward. The 11g version of IPM was frequently a core topic of conversation and everybody wanted to hear how to get from here to there.
This turns out to be a hard question to answer! There is no single bullet-proof solution that you can just pull the trigger on and have everything completed. (Sorry, we’re still working on the ILINX® Magic Wand) Depending on your environment and your goals there are different considerations. Let’s take a look at a few common scenarios.
IPM 10g, Imaging Only
So in your environment you’re using IPM to store and retrieve images. You’re not using workflow, you don’t have many complex integrations, IPM is basically acting solely as a repository. You are in a great position for an upgrade to IPM 11g. Unlike folks with workflows and complex integrations there is a clear and defined upgrade path for an Imaging-only IPM 10g system. Oracle provides a migration tool that performs the actual transfer of documents (with annotations!) from 10g to 11g. The upgrade is mostly a matter of setting the applications and searches up in 11g and letting this tool move the content over.
IPM 10g, Process
Your environment utilizes workflows to streamline your business processes. All your content can be moved over no problem as described previously in the Imaging-only section but what about all these workflows? Sadly there is no way to directly move these from 10g to 11g. 11g workflows utilizes technologies like BPM and BPEL which are architecturally far-removed from the Process engine in 10g.
Not all is lost however. While not being built on the same technology, there is a strong mapping between the older 10g workflow and 11g workflow (especially when using BPM). The workflows won’t have to be redesigned just reimplemented. Much of the work in creating workflow is capturing the business process in the first place, implementing the design is in many ways easier. Plus, this is a great time to take a look at your workflows and see which ones you are still using and which ones could do with some updates. IPM 11g offers much more advanced workflow functionality and this is also the perfect time to add modern workflow features into your own workflows.
I’ve talked a great deal at Nexus and with customers about the benefits of 11g workflow. If you’d like to learn more leave a comment or email me and we can talk about some of the features that can really add alot of value to your workflow business process.
Migration to Another Platform
Lastly since the switch to 11g is more of a migration rather than an upgrade now is a time to consider implementing other systems. Many of our current IPM 10g customers are looking at a product of ours called ILINX Content Store as a replacement option. IPM 11g is really geared towards the enterprise and everything from server hardware to licensing is based on that assumption. But if you are using IPM 10g at a departmental level, or just as an imaging repository 11g is in many ways overkill for your needs.
ILINX Content Store is focused on easy and effective content management with strong Microsoft Windows integration. It’s built on modern technologies and encapsulates our years of experience in the ECM space to provide an intuitive, easy to use and administer solution. It is a natural replacement for an imaging only IPM 10g system and most end-users find Content Store’s user experience easier and just as powerful.
If you’re using a lot of workflow though your options drift back towards the enterprise. Many of our customers are making Sharepoint a core component of their workflow strategy. We are also exploring IBM’s P8 family of products (which live in their FileNet umbrella).
Wrapping Up
These three scenarios are the ones that I see come up again and again. But every environment is different. Your needs and requirements are going to be different. If you have further questions I encourage you to leave a comment or email me and we can have a great discussion about where you are today and where you want to be.
Les Harris
Systems Engineer
ImageSource, Inc.
Features in ILINX Capture (Part I)
September 2, 2011
The feature set in ILINX Capture is vast and it can be a drag reviewing and interpreting feature lists in software documentation. Those of you not familiar with ILINX Capture can visit the following website www.ilinxcapture.com, or feel free to leave a comment and we can provide additional information and/or a hands-on demonstration. In short, ILINX Capture is a web based capture platform that excels in distributed capture and custom capture workflow environments. It is scalable to work on a single workstation or it can be extended to an enterprise wide global standard for capture in your organization.
I wanted to use this post to touch on a couple of the features that I see being used more and more in ILINX Capture. These features became part of the product based on customer feedback, industry direction, and internal vision for the product. All of the following features can be added to any point in your process flow map, so it provides not only the functionality but also the flexibility to adapt to the business needs of current processes in place today.
- 2D Barcode Support
– This feature adds the ability to read metadata, classify and separate documents, and provide quality control checks through the recognition of 2D barcodes. Through a GUI the user has the ability to parse the barcode data and map it to fields, separate and identify the type of document, and validate that the number of pages in the document match what was captured through the scanning or electronic import process. - Web Service Integration
– This feature provides ILINX Capture with the ability to integrate with any existing web service. Most commonly, we see this used to perform database lookups or validations against existing line of business systems. Another way this is being utilized is to interact with different organization processes, for example, you can create a support ticket in an organization’s support system every time a process exception occurs in their fully automated capture workflow. - Queue Thresholds & Triggers
– Work queues in ILINX Capture are areas where human interaction is required to process data or documents through the workflow. The thresholds and triggers provide the ability to monitor the batches or documents in a queue and execute a function when a threshold or trigger is met. This is useful to monitor escalations or the processing of high priority documents. For example, if a fax comes in to the system for an auto loan or stock trade, in most cases, this is a time sensitive process that needs to move rapidly through the workflow. Between the notification features and the thresholds/triggers, ILINX Capture can ensure that 1) a user is notified that there is high priority work to process, 2) the documents are processed within a defined time frame, and 3) if the documents are not processed the system can notify a manager or route the documents to another user group.
These are just a few of the features that have been added to extend the functionality of this product. Stay tuned to this blog for additional information on other features that help shape this product to provide value to its customer community.
Ryan Keller ImageSource, Inc.eForms 101 part 2
February 12, 2011
A short while ago I wrote a blog entitled eForms 101…and I’d like to continue on the theme. I mentioned some of the main advantages of eForms – that they save money, are green, fast, accurate, malleable – and thus they improve customer service.
One of the real values of eForm use is that it can be coupled with a workflow. When a paper form arrives there is lots of processing time. Routing the form electronically takes a fraction of the time it takes to physically route paper. And tracking the progress of a routed paper form is slow and can be frustrating. Think of the last time you had to call a long chain of people looking for a piece of paper any of them may or may not have — woof. Again, an eForm that has been routed electronically using a workflow is easy to check up on. No calls. Just view the progress map and you can see who’s got the ball. And parallel workflow routing offers a way to speed up routing exponentially over physical counterpart processes. If an item is stuck in a queue or inbox too long, it can trigger alerts or can be automatically routed for processing. If I am the customer who submitted information to a company, that’s how I want my info taken care of!
In terms of return on investment (ROI), labor costs are obviously reduced because it is now quicker to locate a form, get it approved, share it widely or launch it through a specialized review path, etc. But beyond this is the less tangible benefit of making employees more productive overall. And the fact that ALL the ‘i’s are dotted and the ‘t’s are crossed with alacrity and quality control contributes greatly to improved decision making.
Now some thoughts on how to get going quickly. If this is an initial foray into eForms and workflows, I suggest the paper process to be replaced is simple and well understood. Paper forms can be reproduced electronically verbatim, so filling the form will be instantly intuitive to the user. Focus on high volume forms to cost justify the endeavor. If your goal is to take a process to the extreme in automation, be sure to take a phased approach. Basic form and workflow capabilities must come first, and must work perfectly. A tool always worth mentioning to get eForms up and running fast is Texcel FormBridge. Using a per page licensing fee, this tool allows you to convert paper or TIFs, or flat PDFs into eForms for a variety of products. What’s the big deal? Well, scan in a paper form filled with fields and watch FormBridge work. It identifies automagically where the fields go, and what their titles are. The eForm looks like the input form, nicely formatted. All the text in the form is editable – including field titles. And the same is true with all those scattered myriad rows of checkboxes. They are all converted to eForm checkboxes with proper labels. From paper to LiquidOffice eForm in the blink of an eye.
After you get a chance to review the business benefits of eForms in your organization, time to ask :
- Where is your organization right now on the paperless scale?
- Is paper use on the rise?
- Are services that impact customer satisfaction stalled due to cumbersome paper processes?
- Has your existing eForm initiative lost any momentum?
ImageSource is staffed to help you, with industry veterans including: Systems Engineers, Support Engineers, Developers, Project Managers, Sales Staff, and Senior Managers.
Oracle Content Management – IPM 11g Links
February 5, 2011
Looking for some useful links to information about installing Oracle IPM 11g? We have been performing successful Oracle IPM 11g implementations and will be providing useful information, as well as, tips and tricks on this blog.
Here are the main links that have been leveraging for some valuable information related to this next generation ECM Suite:
| Oracle Content Management Description | URL |
| Overview | http://www.oracle.com/technetwork/middleware/content-management/overview/index.html |
| Downloads | http://www.oracle.com/technetwork/middleware/content-management/downloads/index.html |
| Documentation | http://www.oracle.com/technetwork/middleware/content-management/documentation/index.html |
| UCM 11g Downloads | http://www.oracle.com/technetwork/middleware/content-management/downloads/index-085241.html |
| IPM 11g Downloads | http://www.oracle.com/technetwork/middleware/content-management/downloads/index-ipm-088963.html |
eForms 101
December 14, 2010
I recently gave a presentation at our Nexus convention about eForms — and how they can produce real business value. Although the presentation was meant for those who have not spent much time analyzing the benefits of e-forms, some real industry heavyweights showed up. Unfortunately this was a lost opportunity because if I had more time I would’ve handed over the microphone for additional eForm paradigms and parables. Alas I had more material than time. Here’s a brief discussion of some of the topics I covered.
An eForm is of course an electronic representation of a paper form. In fact, many eForms look exactly like their paper counterpart. When a paper process goes electric, you’re not just leaving the paper behind. You are opening the door to processing times that are dramatically more expedient, and a host of other advantages.
Because of their inherent characteristics, eForms:
- save money
- When it can costs $20 to file a document and up to $314 per filing cabinet for the real state it consumes, you know storing paper isn’t cheap. And it can cost up to $220 to reproduce a lost document.
- are green
- Since the United States is the world’s largest producer and consumer paper, and for more than half of all organizations paper use is on the rise – the green choice is to reproduce paper processes electronically
- are malleable
- What if you just snail mailed one million requests for information and then discovered a fatal error in the text of your paper document. You can do the math here — it would be expensive to fix this, and slow. Online eForms can be changed in flash with very little effort or cost.
- are fast
- It’s true that performing optical character recognition is pretty quick. But that leaves out all the document preparation and scanning time, not to mention time spent correcting OCR errors. There are no OCR errors in eForms and processing is of course very very quick.
- are accurate
- eForms have a lot of advantages over paper forms in terms of accuracy. You can perform database lookups and provide extensive online help with links to vast information resources on the Internet or your intranet. But more importantly you can have script ensure that required fields are not skipped and that incorrectly formatted data is never entered. These days, you can just click a checkbox to perform a lot of validation checks within an e-form product.
- improve customer service
- Faster processing of customer data improves customer retention and satisfaction. Reduction of lost or compromised customer data inherently improves customer satisfaction. Money saved by converting a paper process to an electronic process can and oftentimes should be redirected toward customer satisfaction initiatives.
Before getting started on a new e-form project, it is wise to consider return on investment. Make sure that you have a justifiable volume for the effort. Then I think you should focus on forms with low complexity allowing everyone in the process to learn the ropes. There will be plenty of time in the future — probably the very near future — to ramp up the complexity because requests will likely pour in.
Please keep your eye open for a follow-up eForm 101 blog with a discussion of workflow integration, more thoughts on ROI, and some useful tools and techniques for ramping up quickly.
Oracle IPM 11g Released!
March 27, 2010
For those of you who have not heard Oracle has released the next generation of their Enterprise Content Management Software, Imaging and Process Management (IPM) 11g. This version is the first major step that Oracle has taken to tightly integrate the product into Oracle’s overall software architecture…IPM 11g has been completely overhauled to be part of the Fusion Middleware (FMW) tech stack. From the ECM perspective, Oracle now has a complete seamlessly integrated end to end offering that includes the storage repository, document management, business process management, library services, web publishing, records management, reporting/monitoring and application integration. This creates many advantages for customers that use or plan to use other Oracle products in their workplace, as well as, integrating and leveraging existing investments in non-Oracle software.
I have been working as a Systems Engineer and Project Manager with the IPM software base for over 8 years, through the Stellent IBPM acquisition, all the way back to the Optika Acorde and eMedia days. A couple major differences in implementing the latest Oracle 11g version are the requirements for Oracle Universal Content Management (UCM) for the storage repository and Oracle WebLogic Server for the application/web server. I look at both of these requirements in a positive light. UCM and WebLogic Server are powerful robust products that provide standard approaches to managing content storage and applications, respectively, from the FMW perspective. With that said, if you do not have experience with either UCM or WebLogic, you will need to get up to speed with them to succeed in an IPM implementation. Neither of these products can be installed through the “Next, Next, Next, Finished!” approach, so careful upfront planning and architecting is required to ensure a successful implementation.
Let’s talk about the new user interface a little bit. Oracle has followed suit with the rest of the major players in the ECM world by creating a complete web based interface for performing all administrative and end user functions. This makes administration duties of the system much easier than in past versions that require administration to be done through the “thick” client. Also, by moving to the WebLogic Server the full featured web interface is now much more browser agnostic than in the past. The image viewer comes in two flavors that support over 400 file formats; a zero footprint view only version and the a re-written java applet that allows for full annotations, annotation security, and server based conversion/rendering for access speed. The following are a couple of screen captures of the user interface from IPM 11g:
The Client Interface
The Zero Footprint Viewer
The Java Applet Viewer
Lastly, I would like to touch on a feature that is often overlooked when implementing ECM solutions, application integration. Oracle has done a great job in IPM 11g to provide some powerful capabilities for leveraging investments into Oracle and non-Oracle applications through integration. For a process where users are assigning metadata to a record in their business application, through application integration this data can be pushed to and associated with the document stored in IPM 11g. Another example of integration would be the image enablement of a business application. In this case a user could be accessing records in their ERP system a hotkey, menu item, or button in the application screen can retrieve and display the document from IPM without the user ever having to leave their business application. These capabilities can create significant efficiencies in an organization through increased user productivity, the reduction of training and the simplification of support and administration.
All in all I see the changes that Oracle made in IPM 11g as great additions to an already strong platform. Oracle has a product that not only adheres to their architecture model, but also will provide many benefits to the customers that use it. Stay tuned to this blog for more information related to our experiences with Oracle IPM 11g.
Ryan Keller Project Manager ImageSource, Inc.
Lighten your LiquidOffice Development Load
March 19, 2010
In many cases it is advantageous to allow users to make the drop list value changes themselves. One approach is to use a LiquidOffice drop list maintenance form, and restrict access to this form to the appropriate power users. Whenever the need for a change arises the maintenance form is available.
To get started, create a database to house the drop list values. Each field in the table will correspond to a drop list on your form. Populate these fields with the initial values the form owner has provided.
Next, create a connect agent to your database. In LiquidOffice Management Console, highlight the Connect Agent icon then select File/ Add. The wizard walks you through steps where you name the connect agent and the type (SQL DataBase Read/Write in my case). Select a JDBC driver and modify the JDBC URL to reflect your hostname and database name. Provide credentials, select ‘LookUp Only’, and you are done.
When designing your form’s drop list, go into the properties to select Control type: drop list and List source: dynamic (from database). You can then select the connect agent, table and column and you are set. If you want the display column to be different than the storage column, click Storage Column and select another column from the drop list. An example: Display = “Arizona”, Storage =”AZ”. Remember you must publish the form to confirm the drop list is correctly populated.
Now create another LiquidOffice form to perform maintenance on the drop-list table. One approach is to have this form start with an ‘Operation’ radio group where the choices are ‘Browse, Add, Change, or Delete’. Next you create a drop list using the steps in the previous paragraph and finally place an entry field labeled ‘edit’ beneath this drop list.
Now some scripting will allow us to control the table we just created. First up is to create code to delete, add, or modify records in the database. Here we’ll build corresponding DELETE, INSERT, or UPDATE SQL statements, then create code to make a db connection. Finally we execute the code on the server side OnSubmit entry point. Some examples follow.
If deleting an entry your statement might look like:
var sSQL = “DELETE FROM \”" + TABLE_NAME + “\” ” + “WHERE (\”DOC_CLASS\” = ‘” + DB_Doc_Class + ”‘ AND \”FIELD_NM\” = ‘” + DB_Field_Nm + “‘ AND \”TITLE\” = ‘” + DB_Title + “‘ AND “DISPLAY_COLUMN\” = ‘” + DB_Original_Storage_Value + “‘)”;
If adding an entry, your SQL Insert statement code may look like:
var sSQL = “INSERT INTO \”" + TABLE_NAME + “\” (” + “\”DOC_CLASS\”,\”FIELD_NM\”,\”DISPLAY_COLUMN\”,” + “\”STORAGE_COLUMN\”,\”TITLE\”,” + “\”RELATEDVALUE\”,\”SEQUENCE_NUM\”) ” + “VALUES (” + “‘” + DB_Doc_Class + “‘” + “,’” + DB_Field_Nm + “‘” + “,’” + DB_Display_Column + “‘” + “,’” + DB_Storage_Column + “‘” + “,’” + DB_Title + “‘” + “,’” + DB_Related_Value + “‘” + “,0″ + “)”;
Code to execute the SQL statement as follows:
var ReturnCode = con.executeUpdate( sSQL );
Extend this core functionality to cover any drop list field on your form(s). Liquid Office drop list values are now TRULY dynamic. Your users can make changes to their drop list values without a call to the original form developer… YOU!









