BPM AND FORMS BUILDER
This course introduce the student to the Business process manager (BPM), Business Process Services (BPS) and Forms Builder functionalities.
BPM is used to create and process templates that allow to model the business processes in real time.
BPS provides the APIs that can be used to extend the business processes beyond the company’s frontier. These allow an EMC - Documentum management process reacts in front of triggers and events from the systems or external users sending or receiving messages.
Forms Builder is used to create web forms templates these can be associated to business processes used to process data contained in them.
During the course, the student will use the basic BPM functionalities including activity “templates”, tasks queues, workflow server methods, automatic transitions and customize mails for events notifications. Likewise, it will use and configure BPS in and out formats. Form Builder will be used to design forms with various controls, data mapping to customize objects and adaptors configuration that allows connecting the form to several externally define routines that execute specific tasks, like the start up for example, providing value assistance or post-submission actions.
Duration:
3 days (24 hrs.)
Student’s requirements: Technical Fundamental course.
Student profile:
Developers, System Manager, Web Developers, Workflows Designers.
Objectives:
Describe the Business Process Management (BPM) solution.
Describe the Business Process Manager Design functionalities.
To know various Forms Builder controls.
Describe a variety of activity templates “out-of-the-box”.
Describe the WebTop workflow’s reports.
Configure the Business Process Services.
Describe the queue manager in WebTop.
Configure email templates for events notification.
Configure a variety of forms adaptors.
Describe the Management areas in BPM.
Topics:
Module 1: BPM Overview
- Overview
- BPM Products
- EMC - Documentum Forms
- BPM Users
Module 2: Designing a Business Process
– PART 1
- Process Templates
- Activities and Tasks
- Selecting Performers
- Triggering an Activity
- Transition Conditions
- Process Properties and Packages
- Defining Packages
- BPM Interface
Module 3: Designing a Business Process
– PART 2
- Specifying an Alias Set
- Users from a Group
- Specifying Timers
- Event Notification
- Send To Distribution List
- Delegation and Extension
- Lifecycle Review
Module 4: Forms Overview
- Purpose
- System Components
- Form Data Storage
- Form Objects
- Form Execution
- Form Users
Module 5: Creating Forms
- Create Vacation Request Form Template
- Create Vacation Request Form in
Webtop
- Route Vacation Request Form in
Business Process
- Controls Summary
Module 6: Business Process Execution
- Starting a Process
- Inbox and Task Manager
- Workflow Reporting
- Historical Reporting
- Monitoring and Simulation
Module 7: Using Activity Templates
- Activity Template Overview
- Included Activity Templates
Module 8: Using Business Process
Services
- BPS Overview
- BPS Activity Templates
Module 9: Work Queues
- Work Queue Overview
- Terminology
- Queue Processor Tasks
- Queue Manager Tasks
- Queue Administrator Tasks
- Managing Work Queue Users
- Administering Queue Management
Module 10: Configuring Event Notifications
- Event Notification Overview
- Designing Email Templates
- Troubleshooting
Module 11: Writing Server Workflow
Methods
- Workflow Methods Overview
- Java Method Server
- Creating Workflow Methods
- Workflow Agent
- Troubleshooting Workflow Methods
Module 12: Creating Activity Templates
- Custom Activity Templates
- Creating Palettes
- Activity Template XML
Module 13: Form Adaptors
- Adaptor Overview
- Using Out-of-the-Box Adaptors
Module 14: Administering BPM
- Clean Up Workflow
- Restart Work Items
- Package a Business Process
Module 15: Configuring BPS
- Inbound Messaging Overview
- Listener
- Processor
- Handler
- BPS Troubleshooting
Laboratory (only for the “on site” version):
One practical session for each theoretical module.
Note: topics can be updated according to the constant contents review procedure performed by Puntocom S.A.
For further information please contact us.
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