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© 2010 IBM Corporation Business Performance & Service Optimization IBM Confidential Introduction on Lombardi Xi Ning Wang/China/IBM BPSO China

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© 2010 IBM Corporation

Business Performance & Service Optimization

IBM Confidential

Introduction on Lombardi

Xi Ning Wang/China/IBMBPSO China

© 2010 IBM Corporation

BPSOBPSO

IBM Confidential 2

Topics

Lombardi Roadmap and Position Teamworks Architecture and Deployment

Topology Teamworks Components

© 2010 IBM Corporation

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IBM Confidential 3

Teamworks 7.0.1

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Rapid Process Implementation, ImprovementWebSphere Lombardi Edition V7.1

Interact

• Everything your team needs for delivery of process applications – build, deploy, measure, optimize in a single, unified platform

• Model-driven architecture for rapid development and change – graphical implementation reduces technical effort, time, cost, and risk

• Built-in performance tracking and analytics drive real-time scoreboards and process optimizer

• Centralized deployment control simplifies governance

• WebSphere Application Server ND v7 and DB2 Express are embedded

Shared Process Model

Reports / Analytics

Business Modeler

Graphical Implementation

User Portal / Forms

“… the picture IS the process …”

Planned availability dates: June 18, 2010: Electronic distribution - U.S. English and national languages

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The Right Solution for Managing Your Business

Enterprise Service Bus

Service Registry& Repository

ILOG JRules

Dynamic ProcessEdition

A platform for business-led process collaboration and productivity improvement.

A platform for high-volume automated system integration

and orchestration

A platform for business-led definition and management of strategic business

policies and rules.

A platform for enterprise-wide sharing and management of critical business documents.

… with interactions and management supported by the Service-Oriented Architecture.

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Lombardi Complements and Extends IBM’s BPM Suite

6

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Application Server

Clustering & Failover

Web Services Connectivity

The WebSphere Perspective

WebSphere

multiplattform, scalable, standard based support

Decide

??? What by people

Choreographyservices

Process ChoreographyWebSphere

BPM

What by systems

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Process and BPMS Types

Forrester Process Taxonomy

Process Characteristics

Example processes Required features BPMS Type

Integration intensive

Order fulfillmentAccount openingStraight thru processing

Integration toolsTransaction managementPartner profile mgmt

Integration-centric BPMS

People intensive Claims processingEmployee on-boarding

Task list/workflow portalUI developmentOrganization managementForms management

Human-centric BPMS

Document intensive

Contract managementAccounts payableClaims dispute resolution

Document managementImage capture & archivalRecords management

Document-centric BPMS

Decision intensive UnderwritingLoan origination

Business rules engineBusiness intelligence

WebSphere BPM Offer

Lombardi

FileNet

ILOG

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BPEL Modeler

Rules Modeler

Integration Tools

Rules Dev Tools

Service Dev Tools

Java Developers Technical Experts

9

Traditional Process Application Lifecycle(Ex. Typical stack vendors)

Business Modeler

Business Modelers

. . .Deployed CodeVersion 1

Deployed CodeVersion N

Task Portal

End User Forms

Reports / Analytics

Users / Managers

?????

How do these artifacts relate? Is everything in synch?

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The Lombardi Difference: “Shared Model” Architecture

Shared Process Model

Reports / Analytics

Managers / Analysts

Business Modeler

Business Modelers

Graphical Implementation

Process Developers

User Portal / Forms

Users

• Single shared process model – assets are always in synch• Single integrated platform – everything you need in one product• Lower technical effort – less development time, cost, risk

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Topics

Lombardi Roadmap and Position Teamworks Architecture and Deployment

Topology Teamworks Components

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Teamworks “Shared Model” Architecture

Events

Manager

Process ScoreBoards

Developer

Service Modeler

Process Inspector

Shared Model

Process Modeler

Business Analyst

Process Coaches

Worker

Process Portal

Business Analyst

Process Optimizer

Workflow

DataManagement

SystemIntegration

Modeling

Simulation

BusinessRules

EventMonitoring

Human Interfaces

Metrics

Analytics

SystemsEvents

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Software Requirements Teamworks 6.2.2 Express

– JBoss® Application Server 4.0.5– Microsoft SQL Server® 2005 Express Edition SP2 with Microsoft .NET Framework 2.0 and Microsoft Data Access

Components (MDAC) 2.8– Java 1.5 (Sun® JDK 1.5.0_11)

Teamworks 6.2.2 Enterprise– IBM® WebSphere® Application Server Version 6.1 Fix Pack 25 (6.1.0.25)– IBM Java SDK bundled with WAS– Database

• IBM DB2 Universal Database® Version 9.1

Teamworks 7.0.1 beta Express– JBoss® Application Server 4.3.0 (embedded in Teamworks)– Microsoft SQL Server® 2005 Express Edition SP3 with Microsoft .NET Framework 2.0 and Microsoft Data Access

Components (MDAC) 2.8– Java 1.6 (Sun® JDK 1.6.0_07)

Teamworks 7.0.1 beta Enterprise– JBoss® Application Server 4.3.0 (embedded in Teamworks)– Java 1.6 (Sun® JDK 1.6.0_07)– Database

• Microsoft SQL Server® 2005 SP3• Oracle Enterprise 11g Release 1• Oracle Standard 11g Release 1

WebSphere Lombardi Edition V7.1– WebSphere Application Server ND v7 and DB2 Express are embedded– Planned availability dates: June 18, 2010

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Teamworks Run Time

DB2 Express is embedded for v7.1

WAS ND v7 is embedded for v7.1

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Teamworks Design Time

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Lombardi Teamworks Product Architecture

TeamworksRun-time Databases

Modelers / Developers AdministratorsUsers / Managers

Authoring Environment

Process Portal Scoreboards

AdminConsole

ProcessServer

Design-time: Desktop Run-time: Browser

PerformanceData

Warehouse

Embedded App Server(optionally clustered)

Teamworks Add-ons:• Teamworks for Office• Teamworks for SharePoint

Common Integrations:• Enterprise / Legacy Appls& DBs• Web services• ESBs / Messaging Middleware• Business Rule Engines• Document Mgmt Systems• Portals• LDAP Directory Servers• etc.

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Lombardi Teamworks Deployment Architecture

ProcSvr

PerfDataWhse

ProcSvr

PerfDataWhse

ProcSvr

PerfDataWhse

ProcSvr

PerfDataWhse

ProcSvr

PerfDataWhse

TestInstance

ProductionInstance

(e.g., US Mfg)

ProductionInstance

(e.g., Europe Sales)

TestInstance

. . . . . .

Process Center

• centralized repository• centralized deployment• centralized governance

AuthoringEnvironments

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Topics

Lombardi Roadmap and Position Teamworks Architecture and Deployment

Topology Teamworks Components

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Lombardi TeamWorks Components

Fully J2EE based components–WebLogic Server, JBoss, WebSphere Application Server–HP-UX, Solaris, Red Hat, SUSE, Windows–Repository: Oracle, MS SQL Server

•DB2 was deprecated as there was only 1 customer

BPMN based processing– Wnd to end Authoring Environments based on Eclipse

Server components:–TeamWorks Process Server … BPMN engine

•Process engine interprets BPMN model directly … not BPEL based BPEL was designed for system-system interactions, not HTM

•No code generation–TeamWorks Performance Server–Teamworks Event Manager

•Time-based and event-based process activities

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Teamworks ToolingTeamworks Authoring environment

– Eclipse based tooling, client/server architecture– Use snapshot as version mechanism instead of CVS– Just process modeling tooling instead of Java/Web service development

• still need to use Eclipse/RAD/WID to build Java/Web service/Web application, etc.

Single tool, multiple perspectives– Process Designer

• BPMN based, swim-lane based• Process model validation … broken references, problems with parameter mappings, duplicate names and other

naming violations… • Service Designer• Coach Designer • Generates XML, not JSP or HTML• Rules• Integration and execution

– Process Inspector … validation and graphical debugger– Process Optimizer … simulation (plus optimization recommendations)

• Bottleneck Finder automatically identifies potential process bottlenecks based on simulation results and recommends the appropriate actions

• Rules advisor based on historical data

All perspectives use the Shared Model Architecture

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Teamworks Tooling…

Process Center Console (Browser based)Landing site for multiple, role based capabilities

– Process instance management• Suspend/resume, change due date

– Task management• View assigned tasks (supplied and custom queries), select a task, launch process/service, re-

assign tasks

– History … viewing completed process instances– Monitoring … scoreboards– Includes a Teamworks server – for testing purposes

Process Admin Console (Browser based)– System admin– Service Updates– …

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Human Workflow Coach Designer … for Forms

–Drag and Drop, testing (via playback), Embedded reports, charts, auto-population using AJAX–Style sheets supported–Field visibility can be role based or dynamically assigned–Custom UIs also available

Human tasks are assigned to Participant Groups and/or Roles–Groups can be dynamic–Roles can have custom attributes, e.g. skills–Task assignment … group, user from previous task, user/role via JavaScript, Routing Policy–For groups … 1st user to claim, round robin, lowest backlogged user

Priority is dynamically set Escalation … via timer events (Event Manager) Customize using CSS and JavaScript

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“Back-end” Integration TW Connector Framework

–SOAP–Java … use remote API for a target environment–Msg based JCA connectors–OOB connectors … file, messaging (WebSphere MQ and JMS), JDBC, HTTP, SMTP–…

TW Messaging Framework–JMS–HTTP–Web Services

TW Event Manager–Time based, event based activities–Uses Messaging Framework to collect external events and correlate to process instances

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Business Rules

Rule services–Special kind of service–Shared, re-usable

List of IF … THEN statements–Condition tests a variable–Action is JavaScript–First condition to fire, remaining statements ignored

Third party integration– ILOG

•Via Web service•Via Java integration

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Miscellaneous Transactions

–XA transactions via underlying web server … no explicit transaction capability in Teamworks–TW supports hand-written compensation logic

•Does not support BPMN Compensate event•Compensation logic can be defined

Data Model–Structured, nested data model, simple or complex types–Single, re-usable definition in the Teamworks library–No mechanism to import data models

Versioning–Supported via snapshots

•Maintains the state of the entire process application repository at a point in time•“Back in Time” feature to look at old versions•Different versions may run in parallel

Assets–Re-usable function made available as Toolkits

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Teamworks System Integration Architecture

Process Apps Toolkits

Human Services

Services

Integration ServicesUndercover AgentsWeb Services

Rules Services

Data Types

KPIsTracking Groups

Integration Services: outbound integrations to external Web services or Java classes

Undercover Agents: inbound message listeners / schedulers

Web Services: inbound web services implemented and published by Teamworks

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Building an Integration service

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Java Integration

Enable the Translate JavaBeans check box if you want the result of the Java method that is invoked to be serialized and returned to the Integration service as an XML element.

If you do not enable the Translate JavaBeans check box, the Java method can only return objects of the following types:

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Creating inbound integrations Step

– Adding a message event to a BPD including one intermediate message event

– Creating a handler service (General System Service) which passes the parameter from the run-time message to BPD

– Creating a UCA which tells TW which service to run when the message is received, and used to wrap the handler service

– Attaching the UCA to the message event– Creating a caller service (Integration service) which calls the UCA to send

the event – Creating an inbound Web Service which invokes the caller service