laboratorio tibco

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Created: 11/11 /2007

Author: TIBCO Education

TIBCO Software Inc.

TIBCO Business Studio Training

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

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Preface

Preface

This workbook has concept explanations and the hardcopy version has space for taking notes. Weencourage 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 materialwill 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 followedto avoid serious consequences.

Analysis: This is an analysis. It is used to provide you with a summary orexplanation 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 thecurrent task.

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


Contents Overview

Contents Overview

Lab A: Simple Loan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Lab B: Simple Loan - Part 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Lab C: Simple Loan - Part 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57


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 . . . . . . . . 10Creating a simple TIBCO Business Studio Process . . . . . . . . . . . . . . . . . . . . . . . . 12

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

Recreate and Modify the Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Lab C: Simple Loan - Part 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Recreate and Modify the Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Glossary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

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Lab A: Simple Loan

Lab A Simple Loan

OverviewThis tutorial is intended for business analysts and focuses on using the modeling capabilities ofTIBCO Business Studio. No previous software experience is necessary, but a familiarity withBusiness 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 finishedyou will run the process as a simulation for later comparison with the Lab Two process. Yourprocess 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 newTIBCO Business Studio Project,Package and Process

OverviewA Project is the container where you can store all of the artifacts of your newly created BusinessStudio process. As such, Projects help to facilitate sharing and organization of resources. Forexample, 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 Studio3.0 > TIBCO Business Studio

��Browse to select your preferred Workspace Location and click OK

��Select File > New > Project

��Select Analysis Project and click Next

��Enter the Project Name of ProcessModelingTraining

��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 yourProject - For example, for a BPM/SOA Developer Project, you can include BusinessProcesses, Concept Models, and so on - Select all of the Assets and click Next

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

��Click Yes 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 anyPackages and Processes that you elected to create. The structure of the ProcessPackage you created should look like the structure shown below.


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, separatepackages could contain the Processes used by the Claims Department, the PolicyOrigination/Maintenance Team and the IT Department. Processes can be sharedbetween Packages so libraries of process components can be created and reused.

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Lab A - Exercise 2: Creating asimple TIBCO Business StudioProcess

OverviewIn 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 theFile LoanSample.xpdl then click on Next

��Modify the following as needed, then click Finish 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 uselife cycle statuses is up to you, but they are typically used as follows: Accept thedefault.

UNDER_REVISION - for packages in development

UNDER_TEST - for packages in User Acceptance Testing (UAT)

RELEASED - for packages in production

1. Create the Process


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 clickon 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 systemand 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 thepointer 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 backto 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 thewindow:

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

��On the Palette, click User 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 keyon 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). Youcan 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 Namearea, 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 StartEvent) 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 Checkcredit history

Your Process should now look like this:


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 willadd Sequence Flows to the Process.


Lab A: Simple Loan

��Another way to add Sequence Flow is by dragging: click the Open mail and enter dataActivity, click the Sequence Flow tool and holding down the mouse button, drag thepointer 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 whileadding them to avoid having to re-select the Sequence Flow tool. This works formost of the tasks in the palette as well!

For easier alignment of objects in the Process Editor, you can select either or bothof 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 of Checkcredit 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 meansthat 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 - theProcess should look like this:

5. Add a Gateway and save the project


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 - nameit Bad and change the Type to Conditional

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��Click on the Sequence flow that connects the Gateway to the Verify Salary task - name itGood and change the Type to Default

��Left-click the LoanSample.xpdl Package, select File > Save or click on the Save icon andthe 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 Based and the SequenceTypes 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 flowby 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 ProjectExplorer by an asterisk (*) next to the Package that contains the Process. Forexample:

Tip: If you need more room to see just click on the zoom percentage icon in thetoolbar and choose a different zoom percentage like 75%


Lab A: Simple Loan

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��Click the Text Annotation tool and add the following next to the Check credit historyActivity - you can enter the text in the Properties view:

��You can associate this annotation with the Check credit history by selecting the Associationtool, 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 andassociate them with an object as described in this section.


Lab A: Simple Loan

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

��Right-click Participants and select New > Participant - the New Participant wizard isdisplayed

��The Participant Details dialog is displayed first

��Enter Administrator for the Name and select Role as the Type

��Click Next and enter "Handles all data entry to systems" in the Description section

��Click Finish

��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 simulationpurposes. The Participant identifies who or what performs an Activity. Forexample, 20 call center staff answering enquiries, giving quotes and takingapplications 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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��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:



��Unit: HOUR

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



��Unit: HOUR

��Save the project

8. Specify the Unit Cost of the Participants


Lab A: Simple Loan

��Select the Open mail and enter data Activity

��Go to the Properties view and click on the Simulation tab - edit the Simulation Data asfollows:

��Select CONSTANT as the Duration Distribution

��Select MINUTE for the Time Unit with a value of 5

��Do the same for the Check credit history Activity - select CONSTANT distribution,MINUTE, with a value of 5

��For the Verify Salary Activity, specify NORMAL Duration Distribution, a Time Unit ofMINUTE, with a mean of 5 and standard deviation of 2

��For the Update loan system Activity, specify a CONSTANT distribution of 5 minutes

��For the Check high value customers Activity, specify a CONSTANT distribution of 10minutes

��For the Send Letter Activity, specify NORMAL distribution, MINUTE, with a mean of 2and standard deviation of 0.5

��Click the Start Event and specify a EXPONENTIAL distribution with a mean of 10minutes 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 constantlythroughout the day. Choose this distribution for case starts that never vary such asthe 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 italways takes 10 minutes to complete (or rather the variation is so small that it canbe considered constant).

Uniform - Cases are started randomly at intervals between the min and maxtimes. Work is drip fed throughout the day at varying times. Choose thisdistribution 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 anaudit by a government regulator has an equal chance of happening on any day ofthe year, select a uniform distribution with 0 and 365 as minimum and maximumvalues.

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 stillconsidered a drip feed. Choose this distribution for Activities which follow a bellcurve (you specify the Mean and Standard Deviation). For example, phone callsin a call center might follow a standard distribution (68% of all phone calls are7-15 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 wereceived a claim every 5.26 minutes. The interval between claims arrivals isexpressed by a negative exponential distribution


Lab A: Simple Loan

��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 Clerk as the Participant

��Do the same for the Check credit history Activity, but select the Administrator Participant

��Assign the Administrator Participant to the Verify salary Activity

��Assign the Administrator Participant to the Update loan system Activity

��Assign the Supervisor Participant to the Check high value customers Activity

��Assign the Clerk Participant to the Send letter Activity

10. Associate the Participants with the Activities

Analysis: Some activities can be performed automatically (for example, anautomated email reminder) and others must be performed by a user (such asconducting an interview). In TIBCO Business Studio, automatic activities arecalled "service activities" and manual activities are called "user activities."

Tip: You can also associate a Participant with an Activity by right-clicking theActivity and selecting Participant.

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��In the Project Explorer, under the Lab 1 Simple Loan Process, right-click Data Fields andselect 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 click Next to enter a description

��Click Finish


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 thelist of courses the student wants to take as input. The availability is checked and aform 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 DataField at the Process level.


Lab A: Simple Loan

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

��In the Project Explorer, expand the Lab 1 Simple Loan Process, right-click Parametersand select New > Parameter

��Create the following Parameters and Click Finish after each:

– ApplicationAmount with a Basic Type of Decimal Number and a Length of 10with 2 decimal places, the Mode is In/Out

– Approved with a Basic Type of String, Length of 3, Mode is In/Out

– CreditStatus with a Basic Type of String, Length of 5, Mode is In/Out

12. Create Parameters

Analysis: You can control flow from a Gateway by creating a Parameter andvalues to be used as in a Rule. On a conditional Sequence Flow exiting theGateway, you can specify that the Sequence Flow is followed only when valuesfor that Parameter match the expression specified in the Rule.

Tip: Keep in mind that the information that is internal to the Process is representedas Data Fields and information required outside the Process is represented byParameters.

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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 Customer Data Field - click Add then OK - the DataField 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 theremaining 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, notthe 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

��Click on the Is Credit history good? gateway and select the Rule Parameter tab

��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 Good to 50 and the Weighting Factor for Bad to 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 (asdescribed in the following task).

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

��Change NewValue1 to >800K


Analysis: For example the above diagram shows that the gateway Is credit historygood? 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 weightingthat 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, asillustrated in the previous example, where the weighting is 200:98.

In either case, the weighting is simply converted to a percentage of the totalweighting and used by the simulation engine.


Lab A: Simple Loan

��In the Project Explorer window right-click on the Lab 1 Simple Loan process and click onPrepare 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 itand 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 AmountGateway

��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 theprocess for simulation.

Analysis: This shows that this Sequence Flow is only traversed when theCreditStatus Parameter has the value Bad. Any cases with other values for thisParameter will follow the default Sequence Flow.

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��Click on the Remove button to delete the 0 : >$800K value

��Click on the browse icon and choose >800K as the value

Analysis: This shows that this Sequence Flow is only traversed when theApplicationAmount Parameter has the value >800K. Any cases with other valuesfor this Parameter will follow the default Sequence Flow


Lab A: Simple Loan

��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 providinga 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 tutorialshows how to use a loop in Process simulation.

Analysis: Simulating this Process would create an infinite loop because there isnothing to notify TIBCO Business Studio to end the loop. Subsequent steps showhow 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 of 2

��For Decision Activity select Application Amount - this informs TIBCO Business Studiowhich Activity will be used to decide whether to end the loop

��For To Activity, select Send letter - this informs TIBCO Business Studio which Activity toproceed with once the loop is finished


Lab A: Simple Loan

��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 systemdate/time, but you can set the desired simulation time using the drop-down calendarand by entering a time value

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

��If prompted, click Yes to switch to the Simulation Perspective

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

��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 toensure 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 currentproblem). This gives you the option of having TIBCO Business Studioautomatically correct the problem for you.

��Right-click the problem and select Show in Process Editor. This displays theProcess 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 theActivities, 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 timesresulting in 50 cases passing through the Check high value customers Activity.


Lab A: Simple Loan

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Lab B: Simple Loan - Part 2

Lab B Simple Loan - Part 2

OverviewIn Lab 2 you will easily recreate the previous process and then modify the process parameters touse as the TO-BE modified process for comparison with the Lab 1 Process. Your process shouldlook like the following process when completed.

Objectives��Recreate and Modify the Process, page 46

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Lab B - Exercise 1: Recreate andModify the Process

OverviewTIBCO Business Studio makes it very easy to recreate a process and by-pass the laborious task ofhaving to manually recreate it step by step.

Steps

��Right-click on the Lab 1 Simple Loan Process you created in the previous lab and chooseCopy 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 theProperties view

��Ensure that the Decision Activity is still set to Application Amount and 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 originalprocess complete with all of the data elements you created in Lab A.



��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 of 5

��Do the same for the Check credit history Activity, select CONSTANT distribution,MINUTE, with a value of 5

��For the Verify Salary Activity, select CONSTANT distribution, MINUTE, with a valueof 5

��For the Update loan system Activity, specify a CONSTANT distribution of 5 minutes

��For the Check high value customers Activity, specify a CONSTANT distribution of 5minutes

��For the Send Letter Activity, select CONSTANT distribution, MINUTE, with a value of5

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

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:



��Unit: HOUR

��Minimum Utilization (%): 15.0

��Maximum Utilization (%): 80.0

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



��Unit: HOUR



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



��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 yousimulate the Process, TIBCO Business Studio displays visual cues when thesethresholds are exceeded.

Tip: A Service Level Agreement refers to a contract between a provider of aservice and a user of that service that specifies the level of service required duringthe 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 practicethis is rarely the case because of holidays, ancillary tasks, sickness and so on.




��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 atime value

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

��If prompted, click Yes 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 toensure 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 currentproblem). This gives you the option of having TIBCO Business Studioautomatically correct the problem for you.

��Right-click the problem and select Show in Process Editor. This displays theProcess 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 theActivities, and so on.

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��In the Project Explorer, expand the Simulation folder and its two sub-folders (Lab 1 SimpleLoan and Lab 2 Simple Loan)

��To make the Comparison report easier to understand lets rename the .sim files to a morecoherent 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 2Process - these will be the two .sim files that you want to compare, right-click and selectCompare 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 eachparticipant and the way the work is going into each activity. This affects theutilization of the Participants involved. TIBCO Business Studio provides aSimulation Report view that will illustrate the effect of this change.

This tutorial assumes that you have completed the previous tutorials and have twosets of simulation results (those from the original Process and the results obtainedafter changing the simulation properties). The results are also available in theSimulation Tutorial Solutions project under the Simulation folder.

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



This opens the Compare Simulation Results view:

��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 asthe minimum, average and maximum case times for each experiment

��Participant Utilization - shows charts that display idle time and costs for theParticipants in the process

��Select Participant Utilization and click Display Report

Analysis: The comparison report is generated and displayed (you can also savethe Case Cost-Time Analysis and Participant Utilization reports to HTML andPDF formats). Remember that the difference between the two simulations was theamount of users for each participant and the way the work is going into eachactivity - the first chart shows that the overall Participant idle time (expressed intotal minutes) has decreased:

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Analysis: To see why this is so, look at the next two charts, which showParticipant Idle time. This is the chart for the Lab 1 Simple Loan process wherewe set each participant to be 1 person:



Analysis: The second chart shows what happens when we add more users to eachparticipant. In Lab 2 Simple Loan we added 4 more users to the Administratormaking a total of 5. The Clerk has a total of 3 users and the Supervisor a total of 2users.

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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'sidle time has decreased.

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

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 samevalue.

A Participant's utilization drops if they have finished their work but the simulationis still running. For this reason it is best to view the running simulation to get atrue 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

OverviewIn this Lab you will easily recreate the previous process and then modify the process parameters touse as the TO-BE modified process for comparison with the Lab B Process. Your process shouldlook like the process shown below when completed.

Objectives��Recreate and Modify the Process, page 58

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Lab C - Exercise 1: Recreate andModify the Process

OverviewTIBCO Business Studio makes it very easy to recreate a process and by-pass the laborious task ofhaving 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 thisprocess 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 withWeb 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 theProperties 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 Field called 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 andedit as follows:


��Select SECOND for the Time Unit with a value of 30

��Do the same for the Update loan system activity, select CONSTANT distribution,SECOND, with a value of 30

1. Recreate the process.



��To import a WSDL file, do the following:

��Right-click the Service Descriptors folder into which you want to import the WSDL andselect Import > Service Import Wizard

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

��Click Next

��Browse to specify the Location of the WSDL file, choose the SimpleServiceCall.wsdl andclick Open

��Click Next

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

��Click Finish

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


2. Importing a WSDL

Analysis: Web services are self-contained, self-describing modular applicationsthat can be published, located, and invoked across the Web. For more informationon Web Services refer to the Glossary./In order to make the process even moreefficient we will replace the Check credit history and the Update loan systemactivities 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 theWSDL file is imported

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��Switch to the Solution Design Capability by clicking on the toolbar and selectingSolution Design from the drop down list

��Click the Check credit history Task

��Change the Activity Type to Service Task

��Change the Administrator participant 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 - thispopulates the rest of the web services fields such as Port Name and Operation+

3. Associate the WSDL with the Service Task

Note: You can associate a WSDL with a Service Task. You can then specify thatthe Service Task performs a web services operation at runtime.

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



��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 theAccountID to AccountID

��Next, link LoanAmount to ApplicationAmount in 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 arethe Formal Parameters that the CreditCheck service expects

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

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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 Administrator participant 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 Input list 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, click Yes toswitch to the Simulation Perspective

5. Update the Update Loan System Task

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

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

Note: If you receive a message indicating errors in the package, you can clickcontinue on this



��In the Project Explorer, expand the Simulation folder and its two sub-folders (Lab 2 SimpleLoan 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 3Process - 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 twosets of results that you want to compare -there are two pre-defined comparison tools thatyou can use

7. Viewing and Comparing the Results of the Simulation

Analysis: In this tutorial, we substituted a Web Service for users in two steps anddecreased the Duration Time to reflect that a system would be performing thework. This affects the utilization of the Participants involved in other steps.

Note: This tutorial assumes that you have completed the previous tutorials andhave two sets of simulation results (those from the original Process and the resultsobtained after changing the simulation properties). The results are also available inthe 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 youright-click.

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��Select Participant Utilization and click Display Report

Analysis: The comparison report is generated and displayed (you can also savethe Case Cost-Time Analysis and Participant Utilization reports to HTML andPDF formats). Remember that the difference between the two simulations was thesubstitution of a Web Service for users in two steps and we decreased the DurationTime to reflect that a system would be performing the work. The first chart showsthat the overall Participant idle time (expressed in total minutes) has Increased



Lab 2 Process

Analysis: The second chart shows what happens when we add more users to eachparticipant. In Lab 2 Simple Loan we added 4 more users to the Administratormaking a total of 5. The Clerk has a total of 3 users and the Supervisor a total of 2users.

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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 thecomparison report by clicking the appropriate button.



Summary

This tutorial showed how to add a WSDL file to a Project and then associate that WSDLfile with a Service Task, mapping the input and output parameters. Upon import ordeployment to the TIBCO iProcess Modeler, the Service Task becomes a Web ServicesEAI step.

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Notes

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Glossary

Project

Projects help to facilitate sharing and organization of resources. Each Project has a correspondingdirectory 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 intothe 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 forthe Package in the Project Explorer.

You can toggle the use of the Packages folder by highlighting the Packages folder in the ProjectExplorer and selecting Special Folders > Do not use as Packages Folder, which results in a viewof the Package like this:

Alternatively, you can enable the use of the special Packages folder by highlighting the Packagesfolder in the Project Explorer and selecting Special Folders > Use as Packages Folder. Thisresults in a view of the Package like this:

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Process

TIBCO Business Studio allows you to create a Process that models actual and future businessprocesses in your organization. Each Process contains one or more Activities, which are linkedtogether 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 supportextended 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 oroutput from an Activity. For example, suppose an Activity is to identify a list of suitable candidatesfor an available position. You can create Data Fields to represent the pool of candidates going intothe 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 BasicType that is selected. For example, if you select the Array checkbox and String, you are definingthe 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 awarethat Data Fields or Parameters with spaces in their names cannot be used formapping (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 alreadydefined.

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

Declared Type

Declared Types are used if you want to re-use a definition either when creating a Data Field orParameter. For example, you could create a Declared Type that is a string that represents atelephone 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. Forexample, during simulation Parameters are either created by TIBCO Business Studio or importedfrom a file. Parameters can be any of the following types:

��Basic type -

��Boolean - true or false

��Date Time - combination of date/time

��Decimal Number - decimal number of the specified length and decimal places (for example,130.34)

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


:

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

��String - alphanumeric characters of the specified length

��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, orIn/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 hiringprocess, a person (Human Participant) interviews the candidate and an email system (SystemParticipant) 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 financialinstitution there may be roles such as Reconciler, Manager, and so on.

��Organizational Unit - identifies the department or unit within an organization that performs anActivity. 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 (asmodelled 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 thoseroles too. In many cases there is no reason to choose one person over another if they both share thesame role (for example, both are project managers). In the TIBCO iProcess Modeler, a rolecorresponds to only one person. Therefore, one individual having the role of project managerprohibits anyone else having that role.

Tip: If you intend to execute a Process in the TIBCO iProcess Engine, be awarethat Data Fields or Parameters with spaces in their names cannot be used formapping (for example, mapping to Parameters in a web service).

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Though both human and role in Business Studio appear in the Users column in the TIBCO iProcessModeler, in fact the former is mapped to an iProcess user (an individual) and the latter is mapped toan iProcess group.

Assets

Assets include XPDL package files, WSDL files, documents, Decision Tables, Concept Models,and so on that relate to the Project. These are usually stored in Special Folders under the Projectand include the following:

��Business Assets

��Business Process Assets

��Concept Model Assets

��Service Assets

Because TIBCO Business Studio is extensible, there may be other types of Assets displayed.

Business Assets

Business Assets include any documents, spreadsheets, and so on that are relevant to the project.

Prince2 Assets

TIBCO Business Studio provides Assets to support Prince2 project management methodology. Toadd these to your Project, expand the Project, right-click Business Assets and select CreatePrince2 Template. For example:


:

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

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 ProjectManagement Assets. You can add Business Assets by right-clicking and selecting New > Folder orNew > 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, DataFields, Parameters, and so on. The default Special Folder for Business Processes is called ProcessPackages.

Tip: PRINCE2 (PRojects IN Controlled Environments) is a process-basedmethod for effective project management.

PRINCE2 is a de facto standard used extensively by the UK Government and iswidely recognized and used in the private sector, both in the UK andinternationally.

The method PRINCE2 is in the public domain, offering non-proprietorial bestpractice 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-basedmethod for effective project management.

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Concept Model Assets

Concept Model Assets include the files for any Concept Models that you create. These have the fileextension .concepts. The default Special Folder for Concept Models is called Concept Models.

Service Assets

Service Assets include the WDSL files for any Web Services that you import into your Project. Thedefault 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 ProcessEditor 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 BusinessStudio. Packages are stored in XPDL format. Normally, you do not use XPDL directly, butindirectly by creating a business process using the Process Editor or by creating a Package. Thisversion 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 overthe Internet. Businesses can dynamically mix and match Web services to perform complextransactions with minimal programming. Web services allow buyers and sellers all over the worldto 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. Aprogramming language with XML and HTTP client support is enough to get you started. On theserver side, a Web server and servlet engine are required. The client and server can be implementedin different environments. It is possible to Web service enable an existing application withoutwriting a single line of code.

Web services are self-describing. The client and server need to recognize only the format andcontent of request and response messages. The definition of the message format travels with themessage; no external metadata repositories or code generation tools are required.


:

Web services are modular. Simple Web services can be aggregated to form more complex Webservices either by using workflow techniques or by calling lower layer Web services from a Webservice implementation.

Web Services are platform independent. Web services are based on a concise set of open,XML-based standards designed to promote interoperability between a Web service and clientsacross a variety of computing platforms and programming languages.

Web services might be anything, for example, theatre review articles, weather reports, creditchecks, stock quotations, travel advisories, or airline travel reservation processes. Each of theseself-contained business services is an application that can easily integrate with other services, fromthe same or different companies, to create a complete business process. This interoperability allowsbusinesses 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 thiscase, the business is using Web services to expand its scope. Examples of business informationalWeb 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 toconduct commerce. Examples of business integration Web services include bid and auctione-marketplaces, reservation systems, and credit checking.

Business process externalization. A business differentiates itself from its competition through thecreation of a global value chain. In this case, the business uses Web services to dynamicallyintegrate its processes. An example of business process externalization Web services is theassociations between different companies to combine manufacturing, assembly, wholesaledistribution, 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 theirWSDL-described services through a service registry, such as a UDDI Business Registry.

��Service brokers register and categorize published services and provide search services. Forexample, 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 neededWSDL-described service and then bind to and call the service provider.

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Binding involves establishing all environmental prerequisites that are necessary to successfullycomplete the services. Examples of environmental prerequisites include security, transactionmonitoring, and HTTP availability. The relationships between these roles are described in Figure 1.

Figure 1. Service roles and interactions.


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