What's New in IBM BPM 8.6 EXTERNAL (Paul Pacholski) PDF
What's New in IBM BPM 8.6 EXTERNAL (Paul Pacholski) PDF
What's New in IBM BPM 8.6 EXTERNAL (Paul Pacholski) PDF
Manager v8.6
Technical Overview of New Features and Functions
Paul Pacholski
Digital Process Automation Offering Manager - IBM Toronto Laboratory
V1.5
3
Simplified Packaging - Single BPM Edition
V8.6 combines BPM Standard and BPM IBM BPM Express - PID 5725-C96
Advanced into a single edition called Configured for first BPM project
IBM Business Process Manager Server For small number of users – single server, no
clustering
IBM Business Process Manager Low entry price ; Install in a few clicks
Server includes all the same server
profiles (IBM Process Center, IBM IBM BPM Server - PID 5737-A57
Configured for typical BPM projects with
Process Server, IBM BPM advanced BPM capabilities
Advanced, IBM BPM For multi-project improvement programs, with high
Advanced only, IBM BPM Standard, business involvement; Basic system integration
support
and IBM Process Federation Server) as Rapid time-to-value: improved user productivity
separately deployable components Extended support for high-volume process
of IBM BPM Server. automation, with high quality-of-service
Built-in SOA components for extensive enterprise-
wide service integration, orchestration
4
Simplified Pricing
Merged Process Center into Process Server
– Additional PC license is priced the same as PS license
Web Process Designer no longer requires a separate charge.
Desktop Process Designer (deprecated) V8.5.7 CF 2017.09 still available,
supports IBM BPM V8.6 and is licensed separately with an additional
charge
5
BPM Pricing Simplification from 8 chargeable components to 3
BPM 8.5 EOS is Sep-30-2019 (extended recently from original 2018) with extended support of Sep-30-2022
BPM 8.6
– Despite 2nd digit version change 8.5.x to 8.6 in a simple upgrade!
– New release, resets lifecycle clock for customer planning
– Continuous delivery lifecycle policy with 3 years support (plus min 1 year extended)
8
Release to Release Continuity
9
Upgrading form 8.5.x to 8.6
Use IBM Install Manager to update the packages
10
Upgrading to IID 8.5.7 CF 2017.09
11 IBM Confidential
Agenda
13
Content Management Toolkit
Content Management 8.5.7 Content Management 8.6
Work with IBM BPM local documents
attached to a process instances or
references to External ECM
documents
14
Content Management Toolkit
Displays (in tabular form) files in the IBM BPM content store.
– Provides the ability to upload, delete, and change the properties of documents
– Allows users to view revisions associated with a file.
– Aggregates BPM File List, BPM File Properties, BPM File Revisions, and BPM File Uploader controls as
a simpler-to-use but less customizable alternative to the modular controls it contains.
Drag or select files to store in the IBM BPM document store.
Displays (in tabular form) files and documents in the IBM BPM content store.
Show, view, change, and delete properties associated with a BPM file or document.
Displays (in tabular form) revisions of an BPM file or document given the ID of that
document.
– Events can be fired from user actions on the list, such as by clicking a file.
Displays documents in the IBM BPM content store and any other referenced ECM folders
and documents in the folder structure of a process instance.
– Authorized users, can search, create, delete and rename folders; upload, view, check out and remove
documents.
15
Content Management Toolkit
Displays referenced files and folders.
Displays (in tabular form) files and documents from a folder in a configurable ECM store.
– Events can be fired from user actions on the list, such as clicking on a file to view its content.
– Files can also be deleted from the list, if allowed through configuration.
Displays (in tabular form) files and documents from a folder in a configurable ECM store.
View, change, and delete properties associated with an ECM file or document.
Displays (in tabular form) revisions of an ECM file or document given the ID of that
document.
– Events can be fired from user actions on the list, such as by clicking a file.
Select and upload a file (the file can be given specific properties) to an ECM folder.
Displays (in tabular form) folders from the ECM content store.
– Events can be fired from user actions on the list, such as clicking a folder.
– Folders can also be deleted from the list, if allowed through configuration.
View files that have been uploaded by using either the BPM File Dropzone control or
BPM File Uploader control.
– Use the File Viewer control with the BPM File List Control.
16
ECM Document List Coach View
17
BPM Document List Coach View
18
Determine Artifact Usage Across Toolkits
In v8.6 you can now view the artifacts and their dependencies
that are used across all toolkits in the IBM Process
Center repository by choosing the new Global Scope option.
– You can find out with what other Toolkits or ProcessApps use an
artifact denied in a Toolkit snapshot
19
Determine Artifact Usage Across Toolkits
1. You need to
2. We a re looking open a snapshot
at the use of UI (not the tip!)
Template Coach
View
1. We opened a 3. Click
snapshot of Referees icon
Header and
Footer Toolkit
4. Click Global
Scope icon
5. See the usage across
Process Center!
For example….
• In Travel Approval
ProcessApp
• This Coach View is used in
three CSHSes
20
Control Points of Diagram Links
21
Control Points of Diagram Links
BEFORE AFTER
Use Control
Link to
rearrange the
connection
between
activities
22
Deployment Service Flow available in Web PD
23
Deployment Service Flow available in Web PD
IN DESKTOP PD IN WEB PD
24
Convert Deprecated Coach Views
25
UI Conversion in Process App Settings
26
Coaches Toolkit Conversion to BPM UI Toolkit
Coach Views (introduced in V8.0) Coach Views (BPM UI 8.6)
27
Responsive Coaches Conversion to BPM UI Coaches
Coaches Views (BPM UI 8.6)
Responsive Coach Views (8.5.7)
28
Legacy Content Management Coach View Conversion
NOTE: For now, configuration options are not explicitly migrated. Neither are data bindings
29
Desktop PD (deprecated) Web PD 8.5.7 2017.06 Web PD 8.6
30
User Attribute Definition and EPVs
32
Governance Processes
Prior to v8.6 governance processes were What are Governance
BPD-based Processes?
The Installation Request Process
controls the installation of
process applications (it can be
used to prevent installation).
Snapshot Status Change
Process or to notify users
whenever a snapshot is created
or changes status.
In v8.6 you can author and edit Process-
based governance processes in the web
Process Designer
33
Creating a Governance Processes in Web PD
You must have the System
Governance Toolkit
Select either:
Installation Request
Snapshot Status Change
34
Governance Process - Desktop PD Users
35
AIS Service in Web Process Designer
Prior to V8.6 you could not open the AIS definition What is Advanced
in Web PD Integration Service?
In V8.6 you AIS editor was added. AIS is used to model a
– Possible to change some runtime settings call to a service that is
– However there is no way to change AIS definition. developed in IBM
Integration Designer. AIS
can be invoked from a
BPDs, Processes and
from a Heritage Services
and Service Flows.
AIS is implemented in
IBM Integration
Possible to change
some runtime settings Designer.
36
AIS Use in Web PD (available prior to v8.6 – review)
Process
38
Agenda
39
Updated IBM BPM Analytics TECHNOLOGY DEMONSTRATION
40
Install IBM BPM Analytics Technology Demonstration
Download: https://github.com/ibmbpm/bpm_analytics NEW
• Removed. Now is part of the BPM
Contents: and Installed with the product. Use
single command to enable it.
– BPMEventEmitter.war • Enhanced performance of the DEF
Receives tracking events from DEF and transforms to emitter
JSON • Added new Task Event type
– EventSummaryAgent.tar
Monitors the new events added in the configured
elasticsearch index and then generate summary events NEW
– BPMDashboardKibana.zip New document.
• Includes “Create My First Dashboard”
Contains five Kibana dashboards tutorial.
– IBM BPM Analytics - Develop your own • Leverages some of the
enhancements to the event
dashboard.pdf framework to make it easier to create
How to develop custom dashboards complex dashboards
– IBM Business Process Manager Analytics.pdf
Install instructions
41
BPM Analytics Tech. Preview - Default Topology
BPM Process
Raw Business Kibana
Engine
Events Raw Event
JMS
Event Summary
Elasticsearch
Agent
JSON Formatted
BPM Event Events
Emitter MDB Restore
Combined Event
Archive
Two level storage:
Event Summary
– Elasticsearch for the online storage,
Agent
– Object Storage is the archive storage (Support multiple object NEW
Restore
storage interfaces: Amazon S3 and OpenStack Swift) Optional
Raw events will be stored at the archive Object Storage in the bulk Archive
42
in Elasticsearch
BPM Analytics Tech. Preview - Kafka Topology
BPM Process
Kibana
Engine
Raw Event
Raw Business
Events
JMS NEW Event Summary
Elasticsearch
Agent
Kafka
BPM Event
Emitter MDB Restore
JSON Formatted Combined Event
Events
Archive
Event Summary
Kafka can be configured as the Agent
event cache in front of all
Restore
consumers (including elasticsearch) Optional
Other consumers can subscribe to Archive
BPM events
Object
Storage
43
IBM BPM Analytics Architecture – Kibana Dashboards
Process Server
kibana
Process Dashboards
Engine
Business EventSummaryAgent.tar -
Events monitors the new events added in
the configured elasticsearch index
Dynamic Event and generates summary events.
Framework
Def Event
(xml) Activity Process Business
Summary Summary Data
Transform
JMS
Combined Types
ES Event
(JSON)
Connector Activity Process
MDB Event Event
Raw Event Types
44
Display Kibana Dashboards in BPM Process Portal
45
Display Kibana Dashboards in BPM Process Portal
46
Display Kibana Dashboards in BPM Process Portal
47
Agenda
48
Use IBM App Connect on Bluemix
50
PROCESS PROCESS
Use IBM App Connect to Create Managed API
51
Use IBM App Connect – Get Connection Info
52
Create App Connect External Service
53
Invoke Salesforce.com endpoint from Service Flow
54
IBM BPM and IBM Cloud Product Insights
55
IBM BPM Product Insights (Bluemix) Integration
Requires configuration steps in BPM and in Bluemix
56
IBM BPM Product Insights (Bluemix) Integration
57
IBM BPM Product Insights - Overview
Details
Advisor
Software versions,
Recommended Bluemix Services
Operating system
Recommended BPM Updates
details, APARs, etc..
Usage
BPM processes and
WAS statistics
58
IBM BPM Product Insights – Overview
BPM Server
submits new data
59 every 15 minutes
IBM BPM Product Insights – New Features
60
Agenda
61
Improved PFS Administration an Operations
62
Agenda
63
Launch External Task UI - Overview
Authoring for BPMN Processes
– In External Implementation specify a URL and pass the task id in the
URL
When federated, the system will automatically add a parameter
(restUrlPrefix) to identify from which process server the task originated.
The parameter is used in your custom web-app to call BPM REST API to
claim the task, retrieve and save task data, and to complete task
Authoring for BPEL
– Same as above except HTM API are used to interact with Human
Activities
64
Using External Task UI – how does it work?
The External Task UI implementation
JSP is required use BPM RETS API to:
This User Task is
implemented as an
• claim task,
external JSP • copy task data,
• set task data,
• complete task
Across all task lists in the Work, Team, and Performance, Process Instance dashboards
claiming the task was inconsistent (some of them claimed the task automatically)
To make the implementation of external UI consistent you can now specifically not to
claim the tasks that were implemented as an external user interface
Use the new com.ibm.bpm.portal.doNotClaimExternalUI mashup configuration
property
67
Improved BPM Process Portal Performance
68
BPM Process Portal Lazy-load Configuration
com.ibm.bpm.portal.launchList.showMore.strategy
– incremental (default value)
each click on Show More displays the additional number of saved searches that is defined by the
value of the count parameter. If the list contains more elements than the count value, the user
must click Show More again to display the next ones.
– full
loads the complete list of elements to display when the user clicks Show More.
– preload
loads the complete list of elements for immediate display, without waiting for the user to click
Show More. This value reflects the previous default behaviour and is not recommended because
it reduces display performance.
com.ibm.bpm.portal.launchList.showMore.count
– default is 25.
– value that is not strictly positive (such as characters or a negative value) is defaulted to 25
– positive value from 0 to 9 are defaulted to 10
69
Lazy Loading of Saved Searches and Dashboards
Click Click
15 Saved Searches
to show
5 Saved Searches
to show
70
BPM Process Portal Performance Improvements
Improved performance by
approximately 40 to 60% of
Startable CSHS Service
Process Instance UI
Portal Coach
Action Bar CV
Action Bar CV
CSHS
Coach
Launch
Launch CV
CV Context
Context CV
CV Coach
73
New Event Manager REST API
75
Java 8 in BPM 8.6
WAS V8.5 with Java SE 6, will no longer be support for the Java SE 6 after April 2018
WAS Support for the Java SE 7.x versions will be discontinued after September 2019
BPM V8.6.0 (IBM BPM Server) now uses the newest Java version supported
on WebSphere Application Server V8.5.5.x.
IBM BPM Server now supports Java 8 as the only Java version.
76
Impact on Upgrade from BPM 8.5.X – 2 More Steps
3. IM update BPM to 8.6 - Java SE 8 will set as default command SDK and default SDK
for new profile automatically.
4. DBUpgrade to upgrade database
5. Start dmgr (profile upgrade + bootstrap + BPMUpdateSystemApp) - During profile
upgrade, switch SDK version to Java SE8 for dmgr profile or stand-alone profile
automatically
One time manual step to switch SDK
6. Switch node java version version for node profile
7. Start node
8. Start DE
77
IBM Integration Designer & Desktop PD Java Version
78
IBM BPM Security Enhancements
Protection against Cross-Site Request Forgery (CSRF) improved in two areas:
– If you enable the Referer header whitelist feature, the server will now accept parameter free GET requests even for Referer header values that are
not whitelisted. This allows you to embed a link to your Process Portal or other BPM web interfaces on e.g. a wiki page without whitelisting the wiki
host.
– If you enable the CSRF session tokens, you can now also protect URLs that start with /teamworks/cs_
These URLs refer to pages in Process Admin Console that submit HTML form data to the server. See JR58302
For details on enabling CSRF protection, see Security-hardening properties.
Hardened security is a HTTP methods whitelist.
– Vulnerability scanners have reported findings for tests in which they tampered with HTTP methods. In particular the HTTP method TRACE is a
concern for penetration testers. Per RFC a server reflects the exact HTTP request as it was received by the server.
– In scenarios with web servers, reverse proxy and other intermediaries, HTTP headers might be injected to control the request flow through the
network. Using the TRACE method, an attacker might gain insight into these setups. BPM 8.6 has a whitelist for acceptable HTTP methods
described in Security-hardening properties.
– The default whitelist is very restrictive. If you are one of the few customers customizing Heritage Portal themes using WebDAV, you need to
whitelist WebDAV methods temporarily.
The new version of Interpreting IBM Security AppScan findings for IBM Business Process Manager has been restructured and provides
more background information.
For complete details see Jens’ security blog
79
Create Oracle and SQL Server Driver Paths
80
New Process Instance Migration API
Prior to v8.6 it was not possible to fully automate process instance migration, tasks with
orphaned tokens needed to be migrated manually using the BPM Process Admin
Console
In v8.6 a new API allows to specify orphaned token policy:
– TWProcessInstance#migrateWithPolicyTo (targetSnapshot, policyFileUrl)
– Migrates an instance and its context to the specified snapshot and applies orphaned token policy
file. Using this API has the same effect as migrating inflight data from the Process Admin
console.
81
BPM on Cloud Improved User Password Security
82
BPM on Cloud NPS
Provide a simple
survey of users to
gather feedback on
how satisfied users
are with BPM on
Cloud
83
New BPM Performance Dashboard
New dashboard in Process Admin Console provides BPM Database health
information related to BPM performance
Overview of number of BPM artifacts in the system: Information on housekeeping activities for each
– Process Instances, grouped by state BPM artifact
– Tasks, grouped by state Automatic generation of WSAdmin commands to
– Users
– Groups by group type
delete snapshots, delete instances, etc…
– Top10 largest groups Warnings to alert BPM admin:
– Named and unnamed ProcessApp and Toolkit – High amount of completed process instances
snapshots – Bad practices database configuration
– Orphaned Toolkit Snapshots snapshots
– Environment variables, Exposed process variables, Export functionality (CSV, Excel), with additional
durable messages, ... information on database state
– Last statistics date for BPM tables and indexes
Process Instance / Task creation history charts to – BPM table cardinality
correlate past situations of performance – Structure of indexes on BPM tables
degradation – Database configuration
84
Performance Dashboard
85
Performance Dashboard
Automatic generation of
WSAdmin commands
Just copy/past and run
All parameters are prefilled!
86
Performance Dashboard
Proactive Housekeeping Tips
and Best Practices – Tips!
Example: snapshot cleanup
including the unnamed snapshots.
Unnamed snapshot proliferation
impacts Process Designer
performance!
87
Performance Dashboard
Process Instance Count with
History
Examine how Active and
Completed instance count
fluctuate over time to detect peak
times and help with infrastructure
planning to accommodate peak
demand!
88
Statement of Environment Updates
IBM Process Federation Server
Liberty 17.0.0.3
IBM BPM
WAS 8.5.5.12
Firefox 54 browsers
Google Chrome 59 browser
Support Freedom Scientific JAWS screen reader 18
SUSE Linux Enterprise Server 12.2
AIX 7.2 Hypervisor
RHEL POWER 8 LE h/w
Installation Manager 1.8.7
DB2 11.1 AWSE (typical install)
Safari 10.1 browserDB2 for z/OS 12.1
Bundle IBM Security Access Manager 9.0.2.1
Red Hat KVM 6.7-6.9
SLES 12.2
89
Fixes
72 fixes are included in BPM 8.6
90
91