63099526 business studio training lab book

7/27/2019 63099526 Business Studio Training Lab Book

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TIBCO Software Inc. Page 1

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Created: 11/11 /2007

Author: TIBCO Education


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TIBCO Business Studio Training

Page 2 TIBCO Education Programs

Important Information

Some TIBCO Software embeds or bundles other TIBCO Software. Use of such embedded or bundled TIBCOSoftware is solely to enable the functionality (or provide limited add-on functionality) of the licensed TIBCO

Software. The embedded or bundled software is not licensed to be used or accessed by any other TIBCO

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The information contained in this document is subject to U.S. and international copyright laws and treaties. No

part of this document may be reproduced in any form without the written authorization of TIBCO Software

Inc.

Technologies described herein are covered by existing patents and pending patent applications. TIBCOtechnology is protected under US patent number 6,003,011.

TIB, TIBCO, Information Bus, The Power of Now, TIBCO Business Studio, TIBCO iProcess and TIBCO

BusinessWorks are either registered trademarks or trademarks of TIBCO Software Inc. in the United States

and/or other countries.

All brand and product names are trademarks or registered trademarks of their respective holders.

THIS PUBLICATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHEREXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF

MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

THIS PUBLICATION COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL

ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE

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SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR

THE PROGRAM(S) DESCRIBED IN THIS PUBLICATION AT ANY TIME.

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Copyright 2005-2008 TIBCO Software Inc. ALL RIGHTS RESERVED.


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Preface


Preface

This workbook has concept explanations and the hardcopy version has space for taking notes. We

encourage you to participate in all of the course exercises because they reinforce course content.

You will find the answers to any review questions in the relevant section of the workbook.

For more information about our educational curriculum, please visit the TIBCO EducationPrograms web site: http://www.tibco.com/services/educational.


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Conventions Used in this Book

This book uses some special conventions. Any cross references to related portions of the material

will be italicized. New terms and acronyms will be defined as they occur.

The following conventions may be used to flag important additional information:

WARNING:This is a warning. It is used for critical information that must be followed

to avoid serious consequences.

Analysis: This is an analysis. It is used to provide you with a summary or

explanation of the step(s) you have completed or will complete next.

Note: This is a note. It is used to provide relevant information that pertains to the

current task.

Tip: This is a tip. It is used to provide helpful information.


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Contents Overview

TIBCO Education Programs Page 5

Contents Overview

Lab A: Simple Loan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Lab B: Simple Loan - Part 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Lab C: Simple Loan - Part 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57


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Program Contents


Program Contents

Conventions Used in this Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Contents Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Program Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Lab A: Simple Loan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Creating a new TIBCO Business Studio Project, Package and Process . . . . . . . . 10

Creating a simple TIBCO Business Studio Process . . . . . . . . . . . . . . . . . . . . . . . . 12

Lab B: Simple Loan - Part 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Recreate and Modify the Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Lab C: Simple Loan - Part 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Recreate and Modify the Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69


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Lab A: Simple Loan


Lab A Simple Loan

Overview

This tutorial is intended for business analysts and focuses on using the modeling capabilities of

TIBCO Business Studio. No previous software experience is necessary, but a familiarity with

Business Process Modeling Notation (BPMN) is useful (see http://www.bpmn.org).In Lab One you will create your first simple Project and add some data to each step. Once finished

you will run the process as a simulation for later comparison with the Lab Two process. Your

process should look like the process below when completed.

Objectives

Creating a new TIBCO Business Studio Project, Package and Process, page 10

Creating a simple TIBCO Business Studio Process, page 12


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Lab A - Exercise 1: Creating a new

TIBCO Business Studio Project,Package and Process

Overview

A Project is the container where you can store all of the artifacts of your newly created Business

Studio process. As such, Projects help to facilitate sharing and organization of resources. For

example, team members may have different responsibilities but need to use the same resources thatare made available through the TIBCO Business Studio Project.

Steps

Open TIBCO Business Studio

Start > Programs > TIBCO > TIBCO Business Studio 3.0 > TIBCO Business Studio

3.0 > TIBCO Business Studio

Browse to select your preferred Workspace Location and clickOK

Select File > New > Project

Select Analysis Project and clickNext

Enter the Project Name ofProcessModelingTraining

Accept the default location for the Project (your workspace) and click Next

The Asset Type Selection dialog displays the types of Assets that you can include in your

Project - For example, for a BPM/SOA Developer Project, you can include Business

Processes, Concept Models, and so on - Select all of the Assets and clickNext

The default Package Folder is called Process Packages; accept the default and click Finish

ClickYes to open Modeling Perspective

1. Create the Project Package

Tip: You can also right-click in the Project Explorer pane and choose New >

Project from there.

Info: The newly-created Project is displayed in the Project Explorer along with any

Packages and Processes that you elected to create. The structure of the Process

Package you created should look like the structure shown below.


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Lab A: Simple Loan


Tip: A Package is a mandatory container for Processes and their infrastructure

(Participants and Data Fields). For example, in the insurance environment, separate

packages could contain the Processes used by the Claims Department, the Policy

Origination/Maintenance Team and the IT Department. Processes can be shared

between Packages so libraries of process components can be created and reused.


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Lab A - Exercise 2: Creating a

simple TIBCO Business StudioProcess

Overview

In this tutorial you will create the Process that represents the Simple Loan process. In this tutorial,

we will do the following:

Customize the Lane

Add Some Objects to Your Process

Add Flow to the Process

Add some Gateway's

Steps

Make the Project Explorer active by selecting Window > Show View > Project Explorer

Select the Process Packages folder you created above, right-click and select New >

Process Package

Leave the Package Folder as is (ProcessModelingTraining/Process Packages) and name the

File LoanSample.xpdl then click on Next Modify the following as needed, then clickFinish to exit the template wizard:

Package - Leave this as Process Package

Author - Type your name

Created - Accept the default

Description - type a description of the package

Documentation Location - Accept the default

Status - project life cycle status for informational purposes. How or whether you use

life cycle statuses is up to you, but they are typically used as follows: Accept the

default.

UNDER_REVISION - for packages in development

UNDER_TEST - for packages in User Acceptance Testing (UAT)

RELEASED - for packages in production

1. Create the Process


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Lab A: Simple Loan


Business Version - Accept the default

Right click on the Processes folder and click on New > Process

Name the Process Lab 1 Simple Loan and click on Next

For the description type "This is the documentation of the current AS-IS process"and click

on Next

Choose Simulation for Process Destination and click on Finish

Your Project should look like the project below

You should now see a Pool with one lane within it on the right hand pane as shown below

Tip: The version you specify in this field is unrelated to any source control system

and Business Versions are entirely user-defined.


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Lab A: Simple Loan


Rename the lane by double-clicking Lane and entering the text Clerk

Add two more lanes:

Click the Palette on the right and choose Lane on the bottom of the palette

Position the mouse pointer over the bottom edge of the pool and left click when the

pointer changes shape as shown below

Name this lane Administrator

Create one more lane under Administrator and name it Supervisor

Make the Lanes smaller:

Click within the blue part of the Clerk Lane - the line beneath it should be bold

Position the mouse pointer over the bottom edge - the pointer changes shape

Drag the lower edge of the Lane to make it smaller

Do this for the other two lanes as well

Your process should now look as follows:

2. Customize the Lane

Tip: If you ever make a mistake in the process you can click on Ctrl + z to get back

to your previous state.


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Lab A: Simple Loan


Delete the Sequence flow between the Start and End events in the Clerk Lane

If the Palette is not visible, expand it by clicking the Show Palette button to the right of the

window:

Double-click the Start Event in your Clerk lane and name it Start

On the Palette, clickUser Task as shown below:

3. Add Some Objects to Your Process

To do this: Click on the line joining the 2 events to select it and press the delete key

on the keyboard.

Tip: If you ever need Help Press F1. This displays context help on Process Editor

(if the Process Editor is maximized, double-click the title bar to see the help). You

can get context help on specific tools in the palette by selecting them.

To do this: In the Properties area at the bottom of the screen, click in the Name

area, delete the existing name and type in the name you require


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Position the mouse pointer over the white area of the Clerk Lane (to the right of the Start

Event) and click

The Activity is added to the Process.

Double-click the newly-added Activity and name it Open mail and enter data

Add another Activity in the same manner in the Administrator lane, naming it Check

credit history

Your Process should now look like this:


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Lab A: Simple Loan



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On the Palette, click the Sequence Flow tool

Click the Start Event (this marks the beginning of the Flow)

Click the Open mail and enter data Activity (this marks the target of the Flow)

The Process should look like this:

4. Add Flow to the Process

Analysis: The Process now consists of three disconnected objects. Now we will

add Sequence Flows to the Process.


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Lab A: Simple Loan


Another way to add Sequence Flow is by dragging: click the Open mail and enter data

Activity, click the Sequence Flow tool and holding down the mouse button, drag the

pointer to the Check credit history Activity and release the mouse button

Tip: If you have several Sequence Flows to add, hold the Ctrl key down while

adding them to avoid having to re-select the Sequence Flow tool. This works for

most of the tasks in the palette as well!

For easier alignment of objects in the Process Editor, you can select either or both

of the following options:

Diagram > Grid - This allows you to align objects to a grid.

Diagram > Alignment Guides - As you move objects in a Process Editor,

a blue line appears when the center of two objects coincides.


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Click the Gateway (XOR Data Gateway) tool and add a Gateway to the right ofCheck

credit history step

Double-click the Gateway and name it "Is Credit history good?"

Leave the Gateway Type as Exclusive Decision/Merge (XOR) Data Based - this means

that the Sequence Flow is chosen based on an expression using data from the Process

Add a Sequence Flow that connects the Check credit history Activity and the Gateway - the

Process should look like this:

5. Add a Gateway and save the project


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Lab A: Simple Loan


From the Gateway, add two more user tasks and name them Verify Salary (to be added tothe Administrator Lane) and Send Letter (to be added to the Clerk Lane)

Add Sequence Flows to connect these to the Gateway as in the diagram below:

Now click on the Sequence flow that connects the Gateway to the Send Letter task - name

it Bad and change the Type to Conditional

d


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Click on the Sequence flow that connects the Gateway to the Verify Salary task - name it

Good and change the Type to Default

Left-click the LoanSample.xpdl Package, select File > Save or click on the Save icon and

the asterisk disappears

Now add the remaining user tasks, and gateways to the process as shown below

Also add the Sequence flows

The Gateway Types are all Exclusive Decision/Merge (XOR) Data Basedand the Sequence

Types are indicated in the diagram below - don't forget to save the project!

Note: You can tell the difference between a Conditional flow and the Default flow

by the slash mark on the Default flow as indicated below:

Note: at this point you have not saved the Process. This is indicated in the Project

Explorer by an asterisk (*) next to the Package that contains the Process. For

example:

Tip: If you need more room to see just click on the zoom percentage icon in the

toolbar and choose a different zoom percentage like 75%

L b A Si l L


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Lab A: Simple Loan




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Click the Text Annotation tool and add the following next to the Check credit history

Activity - you can enter the text in the Properties view:

You can associate this annotation with the Check credit history by selecting the Association

tool, then clicking the annotation and then the Credit Check History Activity

6. Add Text Annotations and Associations

Analysis: To explain or document your Process, you can add text annotations and

associate them with an object as described in this section.

Lab A: Simple Loan


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Lab A: Simple Loan


In the Project Explorer, expand the tree down to the Lab 1 Simple Loan Process

Right-clickParticipants and select New > Participant - the New Participant wizard is

displayed

The Participant Details dialog is displayed first

Enter Administrator for the Name and select Role as the Type

ClickNext and enter "Handles all data entry to systems" in the Description section

ClickFinish

Repeat these steps to add Clerk and Supervisor as additional Participants

7. Add the Participants

Analysis: All Activities in a Process must have a Participant for simulation

purposes. The Participant identifies who or what performs an Activity. For

example, 20 call center staff answering enquiries, giving quotes and taking

applications and 10 claim handlers processing claims.

Note: Administrator is added to Participants in the Project Explorer under the Lab 1 Simple LoanProcess



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g


Select the Administrator Participant and go to the Properties view

Click the Simulation tab, and edit the Simulation Data as follows:

Number Of People/Machines: 1

Cost Per Unit: 50

Unit: HOUR

Do the same for the Clerk Participant, but specify the following:


Cost Per Unit: 25

Unit: HOUR

In the same way, modify the Simulation Data for the Supervisor:


Cost Per Unit: 40

Unit: HOUR Save the project

8. Specify the Unit Cost of the Participants

Lab A: Simple Loan


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Select the Open mail and enter data Activity

Go to the Properties view and click on the Simulation tab - edit the Simulation Data as

follows:

Select CONSTANT as the Duration Distribution

Select MINUTE for the Time Unit with a value of5

Do the same for the Check credit history Activity - select CONSTANT distribution,

MINUTE, with a value of5 For the Verify Salary Activity, specify NORMAL Duration Distribution, a Time Unit of

MINUTE, with a mean of5 and standard deviation of2

For the Update loan system Activity, specify a CONSTANT distribution of5 minutes

For the Check high value customers Activity, specify a CONSTANT distribution of10

minutes

For the Send Letter Activity, specify NORMAL distribution, MINUTE, with a mean of2

and standard deviation of0.5 Click the Start Event and specify a EXPONENTIAL distribution with a mean of10

minutes and change the number of cases to 100

9. Specify the Duration of the Activities



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Analysis: What does it mean?Constant - Every 5 minutes a case is triggered. Work is drip fed constantly

throughout the day. Choose this distribution for case starts that never vary such as

the closing of accounts (which happens for example, at the end of every month,

quarter and year). For example, a questionnaire might be designed such that it

always takes 10 minutes to complete (or rather the variation is so small that it can

be considered constant).

Uniform - Cases are started randomly at intervals between the min and max

times. Work is drip fed throughout the day at varying times. Choose this

distribution for cases that have an equal probability of starting over a given range

(for which you can specify a maximum or minimum value). For example, if an

audit by a government regulator has an equal chance of happening on any day of

the year, select a uniform distribution with 0 and 365 as minimum and maximum

values.

Normal - If you have a mean of 10 seconds and a standard deviation of 3 seconds,

then 68% of cases will be randomly started within a 7 second time interval. Thisallows the bulk of cases to be grouped within a certain timeframe. This is still

considered a drip feed. Choose this distribution for Activities which follow a bell

curve (you specify the Mean and Standard Deviation). For example, phone calls

in a call center might follow a standard distribution (68% of all phone calls are

7-15 minutes in duration).

Exponential - 50% of cases are started under the mean and 50 % over the mean.

This is front loaded. Use this distribution of for examples such as the following:

We had 100,000 claims last year. There are 525,948 minutes in a year, so we

received a claim every 5.26 minutes. The interval between claims arrivals is

expressed by a negative exponential distribution

Lab A: Simple Loan


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Highlight the Open mail and enter data Activity

Go to the Properties view and click the General tab

Click on the browse icon to select the Clerkas the Participant

Do the same for the Check credit history Activity, but select the AdministratorParticipant

Assign the AdministratorParticipant to the Verify salary Activity

Assign the AdministratorParticipant to the Update loan system Activity

Assign the SupervisorParticipant to the Check high value customers Activity

Assign the ClerkParticipant to the Send letter Activity

10. Associate the Participants with the Activities

Analysis: Some activities can be performed automatically (for example, an

automated email reminder) and others must be performed by a user (such as

conducting an interview). In TIBCO Business Studio, automatic activities are

called "service activities" and manual activities are called "user activities."

Tip: You can also associate a Participant with an Activity by right-clicking the

Activity and selecting Participant.



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In the Project Explorer, under the Lab 1 Simple Loan Process, right-clickData Fields and

select New > Data Field

The Data Field Details dialog is displayed - enter Customer as the Name and select Stringas the Basic Type, make the Length equal to 32

You can optionally clickNext to enter a description

ClickFinish

Save the project

11. Add the Data Fields

Analysis: Data Fields identify the inputs and outputs of an Activity. For example,

an Activity called "Process Student Course Request" could require a form with the

list of courses the student wants to take as input. The availability is checked and a

form that lists the courses they are enrolled in is output.

Tip: Data Fields can be created at either the Package level or at the Process level.

Creating them at the Package level enables them to be shared amongst Processes.

Select the Process checkbox and specify a Process if you want to create the Data

Field at the Process level.

Lab A: Simple Loan


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Create the Parameters that will be used by the Process as follows:

In the Project Explorer, expand the Lab 1 Simple Loan Process, right-clickParameters

and select New > Parameter

Create the following Parameters and ClickFinish after each:

ApplicationAmount with a Basic Type ofDecimal Number and a Length of10

with 2 decimal places, the Mode is In/Out

Approved with a Basic Type ofString, Length of3, Mode is In/Out

CreditStatus with a Basic Type ofString, Length of5, Mode is In/Out

12. Create Parameters

Analysis: You can control flow from a Gateway by creating a Parameter and

values to be used as in a Rule. On a conditional Sequence Flow exiting the

Gateway, you can specify that the Sequence Flow is followed only when values

for that Parameter match the expression specified in the Rule.

Tip: Keep in mind that the information that is internal to the Process is represented

as Data Fields and information required outside the Process is represented by

Parameters.



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In the Process Editor, highlight the Open mail and enter data Activity

In the Properties view, click the Interface tab

Click the Plus button and select the CustomerData Field - clickAdd then OK - the Data

Field you selected is displayed in the Properties view

Add the three Parameters you just created:

Repeat this to associate the Customer Data Field and the three parameters with each of the

remaining Activities in the Process

13. Specify Input and Output Parameters to the Tasks

Tip: Inbound and Outbound Parameters are from the perspective of the form, not

the user. This means that Inbound Parameters are sent to the form by the Process,

not the user. Outbound Parameters are sent to the form by the user.

To select several Parameters in the Select Data Field dialog, press the Ctrl key andclick the desired Data Field or Parameter.

Lab A: Simple Loan


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Click on the Is Credit history good? gateway and select the Rule Parametertab

Click on the browse icon to select the CreditStatus as the Parameter

Click on CreditStatus in the Flow (From/To) window then click on the Add Value (Plus)

icon twice to add two values

Now click on the button next to CreditStatus

Click on NewValue0 and change it to Bad

Change NewValue1 to Good

Change the Weighting Factor for Goodto 50 and the Weighting Factor for Badto 50

14. Associate the Parameter with a Gateway

Analysis: If you change an existing Parameter that is associated with a Gateway,

you must also specify a new value for the conditional Sequence Flow (as

described in the following task).

Note: You will not see the tab for Rule Parameter until you set the two sequence

flow lines coming out of the gateway to Conditional and Default.



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Do the same for the Application Amount gateway

Add ApplicationAmount as the parameter and change NewValue0 to 800K

Save the project

Analysis: For example the above diagram shows that the gateway Is credit history

good? has two output Sequence Flows (Good and Bad) and that one will pass 50%

of the cases. The percentages are calculated automatically based on the weighting

that you enter.

The weighting can either be:

a number related to the total number of cases you want to simulate. Forexample of a total of 100 cases the weighting could be specified as 67:33.

based upon a known weighting regardless of the total number of cases, as

illustrated in the previous example, where the weighting is 200:98.

In either case, the weighting is simply converted to a percentage of the total

weighting and used by the simulation engine.

Lab A: Simple Loan


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In the Project Explorer window right-click on the Lab 1 Simple Loan process and click on

Prepare Simulation

Click on the Conditional Sequence Flow (Bad) leaving the Is Credit history good?

Gateway

In the Properties view, click the Rule tab

When you prepare the simulation Business Studio adds an erroneous value - just click on it

and click on the Remove button to delete it

Click on the browse icon and choose Bad as the value

Click on the Conditional Sequence Flow (>$800K) leaving the Application Amount

Gateway

In the Properties view, click the Rule tab

15. Specify a Value for the Conditional Sequence Flow

Analysis: In order to add the Sequence flow parameters we need to prepare the

process for simulation.

Analysis: This shows that this Sequence Flow is only traversed when the

CreditStatus Parameter has the value Bad. Any cases with other values for this

Parameter will follow the default Sequence Flow.



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Click on the Remove button to delete the 0 : >$800Kvalue

Click on the browse icon and choose >800Kas the value

Analysis: This shows that this Sequence Flow is only traversed when the

ApplicationAmount Parameter has the value >800K. Any cases with other values

for this Parameter will follow the default Sequence Flow

Lab A: Simple Loan


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Look at the following portion of the Process:

Click the Update loan system Activity

In the Properties view, click the Simulation Control tab

Click the Simulation control link to add a simulation control strategy

16. Using loops in a simulation

Analysis: When simulating a Process you should avoid infinite loops by providing

a Simulation Control strategy. If you create a loop without a Simulation Control,

TIBCO Business Studio reports this as an error in the Problems view. This tutorial

shows how to use a loop in Process simulation.

Analysis: Simulating this Process would create an infinite loop because there is

nothing to notify TIBCO Business Studio to end the loop. Subsequent steps show

how to specify a way to break out of the loop for simulation purposes.



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There are three strategies from which you can select to break out of the loop:

Max Loop Count - after the specified number of times through it

Max Elapse Time - after the specified amount of simulation time has elapsed

Normal Distribution - based on a normal distribution of times through the loop

In this example, select Max Loop Count with a count of2

For Decision Activity select Application Amount - this informs TIBCO Business Studio

which Activity will be used to decide whether to end the loop

For To Activity, select Send letter - this informs TIBCO Business Studio which Activity to

proceed with once the loop is finished

Lab A: Simple Loan


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Ensure that Simulation is selected as the Destination Environment:

Select the Lab 1 Simple Loan Process in the Project Explorer

Go to the Properties view and click the Destinations tab

Select Simulation as the Destination Environment

Save the Package that contains the Process

Optional: Set the Simulation Date/Time - by default, this is the current system

date/time, but you can set the desired simulation time using the drop-down calendar

and by entering a time value

Right-click the Process and select Run As > Run Simulation

If prompted, clickYes to switch to the Simulation Perspective

In the Simulation Control view, click to start the simulation if it does not start

automatically

For 100 cases, the finished simulation for the Activities in the loop should look like this:

17. Run the simulation of the AS-IS process

Analysis: When you save the Package, validation is performed on the Process to

ensure that it can be simulated. Any problems are shown in the Problems view.

To correct a problem do one of the following:

Right-click the problem and select Quick Fix (if enabled for the current

problem). This gives you the option of having TIBCO Business Studio

automatically correct the problem for you.

Right-click the problem and select Show in Process Editor. This displays the

Process in the Process Editor, allowing you to manually correct the problem.

Analysis: The Simulation Control view shows the simulation progress and the

Simulation Results view displays updated simulation data about the cost of the

Activities, and so on.



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Analysis: 50 cases reach the Application Amount Gateway. Because theweighting of the Gateway is 50:50, 25 cases proceed to the Send Letter Activity.

The remaining 25 cases travel through the two Activities in the loop 2 more times

resulting in 50 cases passing through the Check high value customers Activity.

Lab A: Simple Loan


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Notes

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Lab B: Simple Loan - Part 2


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Lab B Simple Loan - Part 2

Overview

In Lab 2 you will easily recreate the previous process and then modify the process parameters to

use as the TO-BE modified process for comparison with the Lab 1 Process. Your process should

look like the following process when completed.

Objectives

Recreate and Modify the Process, page 46



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Lab B - Exercise 1: Recreate and

Modify the Process

Overview

TIBCO Business Studio makes it very easy to recreate a process and by-pass the laborious task of

having to manually recreate it step by step.

Steps

Right-click on the Lab 1 Simple Loan Process you created in the previous lab and choose

Copy from the menu

Right-click on the Processes package and choose Paste

You should now see a new process called CopyOf_Lab 1 Simple Loan - left click on thisprocess and in the Properties view choose the General tab

Change the name of the process to Lab 2 Simple Loan

Change the Description to This is the documentation of the modified TO-BE process

Double click on the newly named process to open it

Click on the Update loan system activity and go to Simulation Control tab in the

Properties view

Ensure that the Decision Activity is still set to Application Amountand the To Activity isstill set to Send Letter

1. Recreating the Process.

Analysis: As you can see Business Studio created an exact replica of the original

process complete with all of the data elements you created in Lab A.



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Select the Open mail and enter data Activity

Go to the Properties view and click on the Simulation tab

Edit the Simulation Data as follows:


Select MINUTE for the Time Unit with a value of5

Do the same for the Check credit history Activity, select CONSTANT distribution,

MINUTE, with a value of5

For the Verify Salary Activity, select CONSTANT distribution, MINUTE, with a value

of5

For the Update loan system Activity, specify a CONSTANT distribution of5 minutes

For the Check high value customers Activity, specify a CONSTANT distribution of5

minutes

For the Send Letter Activity, select CONSTANT distribution, MINUTE, with a value of

5 Click the Start Event and select CONSTANT distribution, MINUTE, with a value of5

2. Specify the New Duration of the Activities



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Select the Administrator Participant and go to the Properties view

Click the Simulation tab, and edit the Simulation Data as follows:


Cost Per Unit: 20

Unit: HOUR

Minimum Utilization (%): 15.0

Maximum Utilization (%): 80.0

Do the same for the Clerk Participant, but specify the following:


Cost Per Unit: 10

Unit: HOUR



In the same way, modify the Simulation Data for the Supervisor: Number Of People/Machines: 2

Cost Per Unit: 30

Unit: HOUR



3. Specify the Unit Cost of the Participants

Analysis: TIBCO Business Studio allows you to set Service Level Agreement

(SLA) thresholds for Activity Delay and Participant Utilization. When you

simulate the Process, TIBCO Business Studio displays visual cues when these

thresholds are exceeded.

Tip: A Service Level Agreement refers to a contract between a provider of a

service and a user of that service that specifies the level of service required during

the term of their agreement. Often it also stipulates penalties incurred for notmeeting the agreed upon levels of service.

Note: While it is possible to require that a Participant is 100% utilized, in practice

this is rarely the case because of holidays, ancillary tasks, sickness and so on.



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Select the Process in the Project Explorer




Optional: Set the Simulation Date/Time - by default, this is the current system date/time,

but you can set the desired simulation time using the drop-down calendar and by entering a

time value

Right-click the Process and select Run As > Run Simulation

If prompted, clickYes to switch to the Simulation Perspective

4. Run the simulation of the TO-BE process

Analysis: When you save the Package, validation is performed on the Process to

ensure that it can be simulated. Any problems are shown in the Problems view.

To correct a problem do one of the following:

Right-click the problem and select Quick Fix (if enabled for the current

problem). This gives you the option of having TIBCO Business Studio

automatically correct the problem for you.

Right-click the problem and select Show in Process Editor. This displays the

Process in the Process Editor, allowing you to manually correct the problem.

Analysis: The Simulation Control view shows the simulation progress and theSimulation Results view displays updated simulation data about the cost of the

Activities, and so on.


5 Vi i d C i h R l f h Si l i


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In the Project Explorer, expand the Simulation folder and its two sub-folders (Lab 1 Simple

Loan and Lab 2 Simple Loan)

To make the Comparison report easier to understand lets rename the .sim files to a more

coherent name

Click on the most recent .sim file that exists in the Lab 1 Simple Loan folder

Right-click and choose Rename Rename the file to Lab 1 Process.sim

Do the same for the file in the Lab 2 Simple Loan folder but rename it to Lab 2 Process.sim

Now select the both .sim files by clicking on Lab 1 Process and Ctrl-Clicking on Lab 2

Process - these will be the two .sim files that you want to compare, right-click and select

Compare Simulation Results

Renamed to '

5. Viewing and Comparing the Results of the Simulation

Analysis: In the previous tutorial, we changed the amount of users for each

participant and the way the work is going into each activity. This affects the

utilization of the Participants involved. TIBCO Business Studio provides a

Simulation Report view that will illustrate the effect of this change.

This tutorial assumes that you have completed the previous tutorials and have two

sets of simulation results (those from the original Process and the results obtained

after changing the simulation properties). The results are also available in the

Simulation Tutorial Solutions project under the Simulation folder.

Tip: Make sure you include the .sim extension when renaming your simulation

reports or you will not see the Compare Simulation Results menu item when you

right-click.


This opens the Compare Simulation Results view:


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p p

Select the check boxes for the two sets of results that you want to compare

There are two pre-defined comparison tools that you can use:

Case Cost-Time Analysis - shows charts and tables that display such information as

the minimum, average and maximum case times for each experiment

Participant Utilization - shows charts that display idle time and costs for the

Participants in the process

Select Participant Utilization and clickDisplay Report

Analysis: The comparison report is generated and displayed (you can also save

the Case Cost-Time Analysis and Participant Utilization reports to HTML and

PDF formats). Remember that the difference between the two simulations was theamount of users for each participant and the way the work is going into each

activity - the first chart shows that the overall Participant idle time (expressed in

total minutes) has decreased:



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Analysis: To see why this is so, look at the next two charts, which show

Participant Idle time. This is the chart for the Lab 1 Simple Loan process where

we set each participant to be 1 person:



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Analysis: The second chart shows what happens when we add more users to each

participant. In Lab 2 Simple Loan we added 4 more users to the Administrator

making a total of 5. The Clerk has a total of 3 users and the Supervisor a total of 2

users.



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Close all of the tabs by clicking on the x on each tab

Note: Because there are more users working on cases at each step, the Participant's

idle time has decreased.

Analysis: There are several aspects of simulation to note when comparing

simulations:

Tip: When comparing pie charts such as the previous two, note that the total idletime for each is different, so a similarly-sized segments do not represent the same

value.

A Participant's utilization drops if they have finished their work but the simulation

is still running. For this reason it is best to view the running simulation to get a

true picture of a Participant's utilization while work is being done.

Note: You can save Portable Document Format (PDF) and HTML versions of thecomparison report by clicking the appropriate button.



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Notes


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Lab C: Simple Loan - Part 3

Lab C Simple Loan - Part 3


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Overview

In this Lab you will easily recreate the previous process and then modify the process parameters to

use as the TO-BE modified process for comparison with the Lab B Process. Your process should

look like the process shown below when completed.

Objectives Recreate and Modify the Process, page 58


Lab C - Exercise 1: Recreate and


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Modify the Process

Overview

TIBCO Business Studio makes it very easy to recreate a process and by-pass the laborious task of

having to manually recreate it step by step.

Steps

Right-click on the Lab 2 Simple Loan Process you created above and select Copy

Right-click on the Processes package and choose Paste

You should now see a new process called CopyOf_Lab 2 Simple Loan - click on this

process and in the Properties view choose the General tab

Change the name of the process to Lab 3 Simple Loan

Change the Description to This is the documentation of the modified TO-BE process with

Web Services replacing two activities

Double click on the newly named process to open it

Click on the Update loan system activity and go to Simulation Control tab in the

Properties view

Ensure that the Decision Activity is still set to Application Amount and the To Activity isstill set to Send Letter

Create a new Data Fieldcalled AccountID and add it to the Check Credit History task

Select the Interface Tab

Click the plus icon and Add the AccountID Data Field

Create a new Participant and name it MySystem

In the Properties view for the Check credit history activity, click on the Simulation tab and

edit as follows:


Select SECOND for the Time Unit with a value of30

Do the same for the Update loan system activity, select CONSTANT distribution,

SECOND, with a value of30

1. Recreate the process.


2. Importing a WSDL


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To import a WSDL file, do the following:

Right-click the Service Descriptors folder into which you want to import the WSDL and

select Import > Service Import Wizard

Select Import from a File - use this method to browse the file system for the WSDL file

ClickNext

Browse to specify the Location of the WSDL file, choose the SimpleServiceCall.wsdl and

clickOpen

ClickNext

Browse to select the Location - the folder in your Project where you want to store theWSDL file - this should be the Service Descriptors folder

ClickFinish

Open the Service Descriptors folder - you should see the SimpleServiceCall.wsdl file

Save the project

Analysis: Web services are self-contained, self-describing modular applications

that can be published, located, and invoked across the Web. For more information

on Web Services refer to the Glossary./In order to make the process even more

efficient we will replace the Check credit history and the Update loan system

activities with a simple Web Service (SimpleServiceCall.wsdl)

Note: There are several ways to import a WSDL into a project:

from a file

from a URL

from a UDDI registry

from TIBCO BusinessWorks

Note: If the WSDL file is located remotely, there may be slight delay while the

WSDL file is imported


3. Associate the WSDL with the Service Task


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Switch to the Solution Design Capability by clicking on the toolbar and selecting

Solution Design from the drop down list

Click the Check credit history Task

Change the Activity Type to Service Task

Change the Administratorparticipant to the MySystem participant

In the Properties view, select Web Service from the Service Type drop-down list

Click the Select button - this opens the Operation Picker dialog

Expand the SimpleServiceCall service and select the CheckCredit operation - this

populates the rest of the web services fields such as Port Name and Operation+

Note: You can associate a WSDL with a Service Task. You can then specify that

the Service Task performs a web services operation at runtime.

Tip: You should remove Administrator, then re-browse to select MySystem



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Click the Input To Service tab

Expand the CreditCheck service on the right

Highlight the AccountID Parameter and click and hold and drag the pointer from the

AccountID to AccountID

Next, linkLoanAmountto ApplicationAmountin the same way

Click the Output From Service tab by linking Status to CreditStatus

Save the Package

4. Map the Input/Output Parameters for Check Credit History

Note: On the left of the tab are the Parameters and Data Fields and on the right are

the Formal Parameters that the CreditCheck service expects

Note: You can see that the web service returns the AccountID parameter


5. Update the Update Loan System Task


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Click the Update loan system Task and add the new AccountID Data field Select the Interface Tab

Click the plus icon and Add the AccountID Data Field

Change the Activity Type to Service Task

Change the Administratorparticipant to the MySystem participant

In the Properties view, select Web Service from the Service Type drop-down list

Click the Select button and select the CheckCredit operation

Click the Input To Service tab

Expand the Inputlist on the right

Map ApplicationAmount to LoanAmount and AccountID to AccountID

Click the Output From Service tab

Using the same method as on the Input To Service tab, map Status to CreditStatus


Select the Process in the Project Explorer




Right-click the Process and select Run As > Run Simulation - if prompted, clickYes to

switch to the Simulation Perspective

6. Run the simulation of the Web Service TO-BE process

Analysis: The Simulation Control view shows the simulation progress and the

Simulation Results view displays updated simulation data about the cost of the

Activities, and so on

Note: If you receive a message indicating errors in the package, you can click

continue on this


7. Viewing and Comparing the Results of the Simulation


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In the Project Explorer, expand the Simulation folder and its two sub-folders (Lab 2 Simple

Loan and Lab 3 Simple Loan)

Right-click on the .sim file in the Lab 3 Simple Loan folder and choose Rename

Rename the file to Lab 3 Process.sim

Now select both .sim files by clicking on Lab 2 Process and Ctrl-Clicking on Lab 3

Process - these will be the two .sim files that you want to compare

Right-click and select Compare Simulation Results - Select the check boxes for the two

sets of results that you want to compare -there are two pre-defined comparison tools that

you can use

Analysis: In this tutorial, we substituted a Web Service for users in two steps and

decreased the Duration Time to reflect that a system would be performing the

work. This affects the utilization of the Participants involved in other steps.

Note: This tutorial assumes that you have completed the previous tutorials and

have two sets of simulation results (those from the original Process and the results

obtained after changing the simulation properties). The results are also available in

the Simulation Tutorial Solutions project under the Simulation folder.

Note: Make sure you include the .sim extension when renaming your simulationreports or you will not see the Compare Simulation Results menu item when you

right-click.


Select Participant Utilization and clickDisplay Report



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the Case Cost-Time Analysis and Participant Utilization reports to HTML andPDF formats). Remember that the difference between the two simulations was the

substitution of a Web Service for users in two steps and we decreased the Duration

Time to reflect that a system would be performing the work. The first chart shows

that the overall Participant idle time (expressed in total minutes) has Increased


Lab 2 Process


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Analysis: The second chart shows what happens when we add more users to each

participant. In Lab 2 Simple Loan we added 4 more users to the Administrator

making a total of 5. The Clerk has a total of 3 users and the Supervisor a total of 2

users.



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Close all of the tabs by clicking on the x on each tab

Note: You can save Portable Document Format (PDF) and HTML versions of the

comparison report by clicking the appropriate button.


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Notes


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______________________________________________________________________________________________________________________________________________________________

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:

Glossary


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Project

Projects help to facilitate sharing and organization of resources. Each Project has a corresponding

directory in the file system (specified when you create the Project).

Package

A Package consists of one or more Business Processes. The Package and any Processes stored in itare saved in XPDL format. You can Export a package and its Processes and then import them into

the TIBCO iProcess Modeler for implementation.

When you create a Project, you have the option of creating a special Packages folder. By doing this,

you can utilize special features of the Project Explorer such as being able to view the Participants,

Data Fields and so on. If you do not use a special Packages folder, you only see the XPDL file for

the Package in the Project Explorer.

You can toggle the use of the Packages folder by highlighting the Packages folder in the Project

Explorer and selecting Special Folders > Do not use as Packages Folder, which results in a view

of the Package like this:

Alternatively, you can enable the use of the special Packages folder by highlighting the Packages

folder in the Project Explorer and selecting Special Folders > Use as Packages Folder. Thisresults in a view of the Package like this:


Process

TIBCO Business Studio allows you to create a Process that models actual and future business

processes in your organization. Each Process contains one or more Activities, which are linked


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together via Sequence Flows.

Extended Attributes

Extended attributes can be used to add extra information to the schema such as:

XML

Plain text descriptions

Supply Chain Management (SCM) metrics and best practices

They are added either on the Extended tab of the Properties view for those objects that support

extended attributes, or on the Extended Attributes dialog in the New Process wizard.

Data Fields

Data Fields are used to represent the data that is used internally in a Process as either input to or

output from an Activity. For example, suppose an Activity is to identify a list of suitable candidates

for an available position. You can create Data Fields to represent the pool of candidates going into

the Activity and the suitable candidates that have been identified.

There are several ways of defining a Data Field: Array - by selecting the Array checkbox, you can define a Data Field to be an array of the Basic

Type that is selected. For example, if you select the Array checkbox and String, you are defining

the Data Field as an array of strings.

Basic Type - the following types; each denoted with a unique icon:

Tip: If you intend to execute a Process in the TIBCO iProcess Engine, be aware

that Data Fields or Parameters with spaces in their names cannot be used for

mapping (for example, mapping to Parameters in a web service).

:

Declared Type - you can define the Data Field to be a Declared Type that you have already

defined.

External Reference - to a concept defined in the Concept Modeler.


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Declared Type

Declared Types are used if you want to re-use a definition either when creating a Data Field or

Parameter. For example, you could create a Declared Type that is a string that represents a

telephone number:

This Declared Type is then available for use in defining Data Fields or Parameters. For example:



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Parameters

Parameters are similar to Data Fields but are either input to or output from an external source. For

example, during simulation Parameters are either created by TIBCO Business Studio or imported

from a file. Parameters can be any of the following types:

Basic type -

z

Boolean - true or falsez Date Time - combination of date/time

z Decimal Number - decimal number of the specified length and decimal places (for example,

130.34)

z Integer Number - integer value of the specified length (for example, 345)

:

z Performer - is a text field that you want to use as a Participant

z String - alphanumeric characters of the specified length

Declared Type - you can define the Data Field to be a Declared Type that you have already


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Declared Type - you can define the Data Field to be a Declared Type that you have alreadydefined.

External Reference - to a concept defined in the Concept Modeler.

Parameters can also be specified as input, output or both by selecting the Mode (In, Out, or

In/Out). The mode is indicated by the icon next to the Parameter:

Participants

Participants are used to identify who or what performs an Activity. For example, in a hiring

process, a person (Human Participant) interviews the candidate and an email system (System

Participant) sends out an automatic follow-up reminder. There are several types of Participant:

Role - identifies the role responsible for performing an Activity. For example, in a financial

institution there may be roles such as Reconciler, Manager, and so on.

Organizational Unit - identifies the department or unit within an organization that performs an

Activity. For example, Legal, Marketing and so on.

Human - identifies a specific person or user that performs an Activity.

System - identifies an activity that is performed by the system.

The TIBCO iProcess Modeler concept of a Role is different to that in BPMN. A BPMN role (as

modelled in TIBCO Business Studio) represents a group of behaviors. For example, one individualcould have the roles of second line support as well as project manager, and others can hold those

roles too. In many cases there is no reason to choose one person over another if they both share the

same role (for example, both are project managers). In the TIBCO iProcess Modeler, a role

corresponds to only one person. Therefore, one individual having the role of project manager

prohibits anyone else having that role.

Tip: If you intend to execute a Process in the TIBCO iProcess Engine, be aware

that Data Fields or Parameters with spaces in their names cannot be used for

mapping (for example, mapping to Parameters in a web service).


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:

You can add a new Stage File by right-clicking Business Assets > Prince2 and selecting New

Stage File.

Tip: PRINCE2 (PRojects IN Controlled Environments) is a process-based


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PRINCE2 is a de facto standard used extensively by the UK Government and is widely recognizedand used in the private sector, both in the UK and internationally.

Ad-hoc Assets

Ad-hoc Assets include Microsoft Office documents and image files not recognized as Project

Management Assets. You can add Business Assets by right-clicking and selecting New > Folder or

New > File, and selecting the appropriate Parent Folder.

To view the folder or files you have created, go to the Navigator view. In the Navigator view, youcan also drag files and folders to different locations.

Business Process Assets

Business Process Assets include the XPDL Package file and all the associated Processes, Data

Fields, Parameters, and so on. The default Special Folder for Business Processes is called Process

Packages.

p PRINCE2 (PR j IN C E ) pmethod for effective project management.

PRINCE2 is a de facto standard used extensively by the UK Government and is

widely recognized and used in the private sector, both in the UK and

internationally.

The method PRINCE2 is in the public domain, offering non-proprietorial best

practice guidance on project management.

PRINCE2 is a registered trademark of OGC.The key features of PRINCE2 are:

Its focus on business justification

A defined organization structure for the project management team

Its product-based planning approach

Its emphasis on dividing the project into manageable and controllable stages

Its flexibility to be applied at a level appropriate to the project.

Note: PRINCE2 (PRojects IN Controlled Environments) is a process-based

method for effective project management.


Concept Model Assets

Concept Model Assets include the files for any Concept Models that you create. These have the file

extension .concepts. The default Special Folder for Concept Models is called Concept Models.


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Service Assets

Service Assets include the WDSL files for any Web Services that you import into your Project. The

default Special Folder for these assets is called Services.

Business Process Modeling Notation (BPMN)

BPMN is a graphical notation developed by the Business Process Management Initiative (BPMI)

for representing the steps and flow of business procedures. The TIBCO Business Studio Process

Editor supports the core set of this notation and the Properties View supports the complete set.

XML Process Definition Language (XPDL)

XPDL is used to represent the underlying structure of a business process to TIBCO Business

Studio. Packages are stored in XPDL format. Normally, you do not use XPDL directly, but

indirectly by creating a business process using the Process Editor or by creating a Package. This

version of the TIBCO Business Studio provides support for XPDL2 and uses XPDL1 fordeployment to the TIBCO iProcess Engine.

Web services overview

A Web service is a set of related application functions that can be programmatically invoked over

the Internet. Businesses can dynamically mix and match Web services to perform complex

transactions with minimal programming. Web services allow buyers and sellers all over the world

to discover each other, connect dynamically, and execute transactions in real time with minimalhuman interaction.

Web services are self-contained, self-describing modular applications that can be published,

located, and invoked across the Web.

Web services are self-contained. On the client side, no additional software is required. A

programming language with XML and HTTP client support is enough to get you started. On the

server side, a Web server and servlet engine are required. The client and server can be implemented

in different environments. It is possible to Web service enable an existing application without

writing a single line of code.

Web services are self-describing. The client and server need to recognize only the format and

content of request and response messages. The definition of the message format travels with the

message; no external metadata repositories or code generation tools are required.

:

Web services are modular. Simple Web services can be aggregated to form more complex Web

services either by using workflow techniques or by calling lower layer Web services from a Web

service implementation.

Web Services are platform independent. Web services are based on a concise set of open,b d d d d i d i bili b b i d li


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XML-based standards designed to promote interoperability between a Web service and clients

across a variety of computing platforms and programming languages.

Web services might be anything, for example, theatre review articles, weather reports, credit

checks, stock quotations, travel advisories, or airline travel reservation processes. Each of these

self-contained business services is an application that can easily integrate with other services, from

the same or different companies, to create a complete business process. This interoperability allows

businesses to dynamically publish, discover, and bind a range of Web services through the Internet.

Categories of Web services

Web services can be grouped into three categories:

Business information. A business shares information with consumers or other businesses. In this

case, the business is using Web services to expand its scope. Examples of business informational

Web services are news streams, weather reports, or stock quotations.

Business integration. A business provides transactional, "for fee" services to its customers. In thiscase, the business becomes part of a global network of value-added suppliers that can be used to

conduct commerce. Examples of business integration Web services include bid and auction

e-marketplaces, reservation systems, and credit checking.

Business process externalization. A business differentiates itself from its competition through the

creation of a global value chain. In this case, the business uses Web services to dynamically

integrate its processes. An example of business process externalization Web services is the

associations between different companies to combine manufacturing, assembly, wholesale

distribution, and retail sales of a particular product.

Service roles and interactions

A network component in a Web Services architecture can play one or more fundamental roles:

service provider, service broker, and service client.

Service providers create and deploy their Web services and can publish the availability of their

WSDL-described services through a service registry, such as a UDDI Business Registry.

Service brokers register and categorize published services and provide search services. For

example, UDDI acts as a service broker for WSDL-described Web services.

Service clients use broker services such as the UDDI Business Registry to discover a needed

WSDL-described service and then bind to and call the service provider.


Binding involves establishing all environmental prerequisites that are necessary to successfully

complete the services. Examples of environmental prerequisites include security, transaction

monitoring, and HTTP availability. The relationships between these roles are described in Figure 1.

Figure 1. Service roles and interactions.


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