Objective: The objective of this tutorial is to create the following components for the Hiring Tutorial requirements that will be implemented on IBM BPM on Cloud instance:
• Create the process application
• Create the Business Process Definition (BPD)
• Model Teams
Note: This tutorial is an extract from the IBM material on Hiring Tutorials, which were additionally enhanced on specific points, wherever required.
Pre-requisites:
Concepts:
Concept
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Description
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Process Application
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A container in the Process Center repository that stores process models and supporting implementations. A process application typically includes business process definitions (BPDs), the services to handle implementation of activities and integration with other systems, and any other items that are required to run the processes. Each process application can include one or more tracks.
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Process Center
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A central repository for all project assets that are created in Process Designer. When multiple Process Designer clients connect to Process Center, users can share items, such as processes and services. Users can also see changes that other users make as they happen.
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Process Designer
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An authoring tool that you use to model and implement your business processes and demonstrate a process design and flow during development.
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Details:
Create the process application:
1. Login to BPM on Cloud (https://www.bpm.ibmcloud.com) with your login credentials. Go to IBM Process Center page. When Process Center page opens, the Process Apps page displays the list of process applications that are available in Process Center on the left hand side. These are the processes that are shipped with the product OR created by other users.
2. Now click the +Create New Process App option on the right panel of Process Center.
3. Enter the following information
Process App Name: My Hiring Sample
Acronym: MHIS
Description: Contains the process for filling a position.
Click Create. The process application is now in your list of process apps.
Note:
Sometimes, the acronym value that you enter might already exists. If so, please change the value and try till you don’t get the red background.
4. Click Create. The process application is now in your list of process apps.
5. To open the My Hiring Sample process application, locate the process application in Process Center and click Open in Designer. A Process Designer page opens, displaying the Process App Settings.
6. The following steps in this tutorial can be done either in cloud version OR in the Process Designer Desktop editor that you installed (in my previous Lesson 1 blog). Infact the Process Designer will be connected to cloud in the background. So the changes you made in the cloud will be now visible if you open your Process Designer. Now open the Process Designer Editor from your local machine, which it will ask your IBMId and password and once you provide the details, it will open with the following screen where you can see the Process App that you created in Cloud from the previous step.
7. Now click the option “Open in Designer” and you will see the following screen:
Lesson checkpoint:
You created a process application to contain the Standard HR Open New Position process.
In this lesson, so far, you learned:
- How to start Process Designer
- How to create a process model container, which is known as the process application in Process Center
- That your workspace is in Process Center
- That the process application contains the process model that is created in Process Designer
Next, you will create a business process definition.
Create the Business Process Definition (BPD):
8. To create a model in the My Hiring Sample process application, you must create a BPD for the Standard HR Open New Position process. After you name the BPD, you model it by defining lanes and teams and then adding flow objects such as activities, events, and gateways.
Concept
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Description
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Business Process Definition
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A reusable process diagram or model that defines what is common to all runtime instances of that process model.
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9. Make sure that the My Hiring Sample (MHS) process application is open in the Process Designer desktop editor.
10. In the Designer library, click the plus sign next to Processes and select Business Process Definition.
11. Type Standard HR Open New Position and click Finish.
12. The BPD is created and the process diagram opens showing the following modeling constructs:
Number
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Area
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Description
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1
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Main Tool bar
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Provides access to Designer, Inspector, Optimizer, and Process Center. The main toolbar is also where you go to save all open editors, take a snapshot, and view web help.
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2
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Library
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Provide access to library items for the current process implementation
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3
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Main Canvas
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The area in which you can graphically model your process. Each BPD automatically includes a start event and an end event. Two default lanes are included for user and system tasks.
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4
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Palette
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Provides elements that you can use to model your process. You can hide the palette by clicking the colored border to the left of the available elements. To restore the palette and view the available components, click the same border.
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Model teams:
13. Teams that are assigned to activities and lanes determine which users can work on tasks in IBM Process Portal. If a team is assigned to a lane, members of that team can work on all the tasks that are part of that lane.
14. Based on the Process requirements, you must create a team for each of the identified user roles: hiring manager, general manager, and human resources manager. To model the teams, you add lanes and assign teams to the BPD. Each lane contains the activities that the associated team or system completes. You also define the teams by specifying the cost per hour, members, and managers.
15. When you create a BPD, Process Designer generates two lanes: Team and System. For the Standard HR Open New Position BPD, you must have the following lanes and teams:
Lane
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Team Title
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Team Properties
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Hiring Manager
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Hiring Manager
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Cost per Hour: 65.00, Members: Standard Members (tw_allusers),
Managers: Managers of All Users
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General Manager
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General Managers
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Cost per Hour: 75.00, Members: Standard Members (tw_allusers), Managers: Managers of All Users
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Human Resources
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Human Resource Managers
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Cost per Hour: 50.00, Members: Standard Members (tw_allusers), Managers: Managers of All Users
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System
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System
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Because the activities in the system lane are completed by the system, there is no associated team.
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16. The system lane contains the activities that IBM Business Process Manager completes.
Concept
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Description
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Lanes
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Provide context for a process model. Each lane contains a series of activities that are assigned to a specific team or system.
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Teams
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Contain the members who complete the runtime activities that are modeled in each lane.
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Members
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User groups or individual users that are part of a team.
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Managers
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The team whose members can use the Team Performance dashboard in Process Portal to manage this team and its tasks.
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Model the Teams:
17. Make sure that the Standard HR Open New Position process is open and the Diagram tab is selected.
18. Click the Team lane and, in the Properties tab, change the name to Human Resources.
19. Create the HR Managers team:
a. In the Behavior section of the team properties, for Default Lane Team click New.
b. Type HRManagers for the name and click Finish.
c. In the Simulation Properties section, for Cost per Hour type 50.00.
d. In the Members section, click the list to select Standard Members.
Note: The group tw_allusers is created automatically when you install IBM Business Process Manager. All registered users are part of tw_allusers.
e. Click Add group and select tw_allusers
f. In the Managers section, click Select and select Managers of All Users.
g. Click Save.
20. Click the back arrow to return to the Standard HR Open New Position process.
Tip: You can also click the list in the HRManagers field to view the artifacts that are open.
21. You are now back in the main canvas of the Standard HR Open New Position process.
22. Add a General Manager lane:
a. Drag a lane from the palette onto the diagram.
b. Name the lane General Manager.
c. In the Properties tab, select Blue from the Presentation Color list. Changing its color means that it is easier to distinguish this lane from other lanes in the diagram.
23. Create the General Managers team that is associated with the General Manager lane. Include the following properties:
Name: GeneralManagers
Cost per Hour: 75.00
Members: Standard Members (tw_allusers)
Managers: Managers of All Users
24. Click Save to see the output as shown below.
25. In the Standard HR Open New Position diagram, add a Hiring Manager lane. Select Green from the Presentation Color list.
26. Create the Hiring Managers team that is associated with the Hiring Manager lane. Include the following properties:
Name: HiringManagers
Cost per Hour: 65.00
Members: Standard Members (group tw_allusers)
Managers: Managers of All Users
27. Click Save to see the output as shown below.
28. In the Standard HR Open New Position diagram, click the System lane. In the Properties tab, select Purple from the Presentation Color list.
Tip: To reorder lanes, you can right-click a lane and select Move Lane Down until it is positioned where you want it.
29. Your diagram matches the following image:
30. To view the teams you created, click Teams in the library.
Lesson checkpoint:
31. You modeled the teams and created the foundation for the BPD by adding the appropriate lanes and associating and defining teams.
32. In this lesson, you learned
• How to add lanes to a BPD
• How to associate a team to a lane
• How to define a team
What Next:
What Next:
In the next lesson 4, you use sequence flows to connect the activities and events to establish the process flow for this Hiring Tutorials requirement.
