第1章 理論
1.1 BPM的發展曆史 .........................................................................................................................1
1.2 BPM的相關標準介紹 ..................................................................................................................4
1.3 BPM的生命周期 ..........................................................................................................................7
1.3.1 廣義生命周期 ..................................................................................................................7
1.3.2 狹義生命周期 ..................................................................................................................8
1.4 BPM的未來趨勢 ..........................................................................................................................8
1.4.1 敏捷化 ..............................................................................................................................8
1.4.2 智慧化 ..............................................................................................................................9
1.4.3 社區化 ..............................................................................................................................9
1.4.4 移動化 ............................................................................................................................10
1.4.5 虛擬化 ............................................................................................................................10
1.5 IBM BPM産品架構介紹............................................................................................................10
1.6 BPM和企業業務框架（EA）的關係 .......................................................................................14
1.6.1 縱嚮 ...............................................................................................................................15
1.6.2 橫嚮 ...............................................................................................................................16
1.6.3 環嚮 ...............................................................................................................................17
第2章 IBM BPM項目開發方法論
2.1 BPM項目實施和其他項目實施的主要區彆 ............................................................................19
2.2 BPM“粗粒度”開發的基本原則 ............................................................................................21
2.3 BPM項目開發的範圍和步驟 ....................................................................................................22
2.3.1 一份BPM項目實施的調查報告 ....................................................................................22
2.3.2 明確BPM項目的範圍 ....................................................................................................23
2.3.3 BPM項目實施的順序 ....................................................................................................24
2.4 搭建流程平颱的步驟和開發原則.............................................................................................25
2.4.1 人工工作流平颱開發的內容 ........................................................................................25
2.4.2 人工工作流程的開發原則 ............................................................................................26
2.4.3 建立流程平颱的“流程模闆庫” ................................................................................28
2.4.4 流程平颱的對外接口 ....................................................................................................28
2.4.5 建立統一的人工任務分配策略模塊 ............................................................................29
2.4.6 建立統一的人工任務列錶 ............................................................................................29
2.5 具體流程的開發步驟和開發原則.............................................................................................30
2.5.1 定義流程的業務數據結構 ............................................................................................31
2.5.2 定義泳道並定義路由邏輯（畫流程圖） ....................................................................31
2.5.3 流程的路由邏輯 ............................................................................................................31
2.5.4 指定環節的屬性並指定環節的執行角色以及任務分配規則 ....................................32
2.5.5 錶單和錶單邏輯 ............................................................................................................34
2.5.6 給齣流程監控的績效指標 ............................................................................................35
2.5.7 流程迴放 ........................................................................................................................35
第3章 流程梳理和設計
3.1 流程梳理方法介紹.....................................................................................................................36
3.1.1 流程體係框架介紹 ........................................................................................................36
3.1.2 流程分級介紹 ................................................................................................................38
3.1.3 流程的定義方法 ............................................................................................................38
3.1.4 流程的閤並歸類及優化 ................................................................................................40
3.2 BPM流程設計 ............................................................................................................................41
3.2.1 流程的設計 ....................................................................................................................42
3.2.2 如何轉換業務需求 ........................................................................................................42
3.2.3 BPMN規範 .....................................................................................................................42
3.2.4 流程流轉模式 ................................................................................................................45
3.2.5 任務指派 ........................................................................................................................46
3.2.6 錶單 ...............................................................................................................................47
3.2.7 服務接口 ........................................................................................................................49
3.2.8 規則 ...............................................................................................................................51
3.2.9 KPI定義 ..........................................................................................................................51
3.2.10 Process Portal ................................................................................................................52
3.2.11 流程設計基本規範 ......................................................................................................53
第4章 BPM開發基礎及進階
4.1 開發基礎....................................................................................................................................55
4.1.1 環境配置 ........................................................................................................................56
4.1.2 一階段建模 ....................................................................................................................57
4.1.3 二階段開發 ....................................................................................................................70
4.1.4 部署上綫 ........................................................................................................................81
4.2 服務器端JavaScript編程 ............................................................................................................82
4.3 任務分配....................................................................................................................................83
4.4 IBPM中的用戶組 .......................................................................................................................83
4.4.1 安全組（Security Group） ............................................................................................83
4.4.2 團隊管理者組（Team Manager Group） .....................................................................84
4.4.3 參與者組（Participant Group） ....................................................................................85
4.4.4 團隊（Team）................................................................................................................88
4.5 基於參與者組的流程任務分配.................................................................................................91
4.5.1 定義任務分配 ................................................................................................................91
4.5.2 運行時設置和管理任務分配 ........................................................................................93
4.6 基於團隊的流程任務分配.........................................................................................................96
4.6.1 定義任務分配 ................................................................................................................96
4.6.2 運行時設置和管理任務分配 ........................................................................................97
4.7 任務分配的一般模式及在IBPM中的實現 ...............................................................................98
4.8 Coach進階 .................................................................................................................................99
4.8.1 Coach視圖 ......................................................................................................................99
4.8.2 如何動態地修改Coach視圖的行為 ............................................................................102
4.8.3 如何在Coach視圖中調用後颱服務 ............................................................................106
4.8.4 常用的Coach使用模式 ................................................................................................110
4.9 理解與運用UCA及其關聯消息事件 ......................................................................................122
4.9.1 新建UCA ......................................................................................................................122
4.9.2 創建事件處理流程 ......................................................................................................125
4.9.3 實驗：使用“立即運行”觸發該UCA並檢測事件處理流程能否被正確觸發 ......128
4.9.4 創建係統服務以調用該UCA ......................................................................................129
4.10 Portal的客戶化定製 ...............................................................................................................132
4.10.1 Process Portal 的功能 .................................................................................................132
4.10.2 設計不一樣的Process Portal ......................................................................................132
4.10.3 定製化工具 ................................................................................................................132
4.10.4 Process Portal的定製化 ..............................................................................................133
4.11 使用 IBM BPM REST API 管理業務流程 ............................................................................140
4.11.1 REST介紹 ...................................................................................................................140
4.11.2 基本概念 ....................................................................................................................141
4.11.3 REST API實戰篇 ........................................................................................................144
4.11.4 REST API 使用注意事項 ...........................................................................................157
4.11.5 REST API 安全 ...........................................................................................................158
4.12 係統集成——Web Service ....................................................................................................159
4.12.1 Web Service概述 ........................................................................................................159
4.12.2 齣站Web Service（Outbound Web Service） ...........................................................160
4.12.3 Web Service集成控件 ................................................................................................162
4.12.4 Call Web Service via SOAP ........................................................................................174
4.12.5 入站Web Service（Inbound Web Service） ..............................................................177
4.12.6 參考資料 ....................................................................................................................180
4.13 可重用資産介紹.....................................................................................................................181
4.13.1 會簽、動態加減簽 ....................................................................................................181
4.13.2 代理 ............................................................................................................................191
4.13.3 一個通用的Web組件的實現樹 .................................................................................195
4.13.4 任務自由跳轉 ............................................................................................................205
4.14 流程開發中的錯誤處理.........................................................................................................206
4.14.1 BPD中的異常處理 .....................................................................................................206
4.14.2 服務中的異常處理 ....................................................................................................208
4.15 BPM開發、運維的注意事項及最佳實踐 ............................................................................209
4.15.1 應用開發中的注意事項 ............................................................................................209
4.15.2 運行時性能調優 ........................................................................................................212
4.16 業務運維的注意事項.............................................................................................................215
4.16.1 通過流程管理控製颱（Process Admin Console）監控 ..........................................215
4.16.2 通過流程監視器（Process Inspector）搜索流程實例 ............................................217
4.16.3 通過流程監視器對失敗的流程實例中的錯誤和故障進行故障診斷 ....................217
4.16.4 在流程服務器（Process Server）上部署新版本快照時參與者組的映射關係 .....218
4.16.5 遷移現行數據 ............................................................................................................218
4.16.6 定期清除（Housekeeping） .....................................................................................218
4.16.7 管理員乾預 ................................................................................................................219
4.17 Runtime Monitoring——IT運維注意事項 ............................................................................220
4.17.1 如何保證係統的健壯性 ............................................................................................220
4.17.2 環境備份 ....................................................................................................................221
4.17.3 更新 Process Portal 任務索引 ....................................................................................221
4.18 BPM産品的遷移與升級 ........................................................................................................221
4.18.1 概述 ............................................................................................................................221
4.18.2 運行時遷移 ................................................................................................................222
4.18.3 應用程序遷移 ............................................................................................................224
4.18.4 Artifacts遷移 ...............................................................................................................226
4.18.5 遷移路綫圖 ................................................................................................................227
4.19 BPM的高可用性 ....................................................................................................................228
4.19.1 高可用性的概念 ........................................................................................................228
4.19.2 高可用性的原理 ........................................................................................................229
4.19.3 BPM高可用性架構 ....................................................................................................231
第5章 BPM的管控方法論
5.1 BPM能力模型 ..........................................................................................................................233
5.2 開啓業務流程管理之路...........................................................................................................234
5.2.1 企業業務流程管理之路 ..............................................................................................235
5.2.2 企業采用BPM所遇到的各種問題 ..............................................................................236
5.2.3 企業價值鏈分析 ..........................................................................................................238
5.2.4 成功實施第一個業務流程項目 ..................................................................................241
5.2.5 實現從單個BPM項目到BPM流程平颱的轉變 .........................................................243
5.3 建立企業級流程管控（Governance）機製 ...........................................................................243
5.3.1 業務流程管控的基本框架 ..........................................................................................244
5.3.2 業務流程管控機製的幾個重要方麵 ..........................................................................245
5.3.3 BPM管控機製的操作模型 ..........................................................................................246
5.4 建立BPM卓越中心 ..................................................................................................................248
5.4.1 為什麼需要BPM卓越中心 ..........................................................................................248
5.4.2 BPM卓越中心的三個關鍵領域 ..................................................................................248
5.4.3 戰略 ..............................................................................................................................248
5.4.4 交付（Delivery） ........................................................................................................252
5.4.5 共享平颱 ......................................................................................................................257
附錄 成功實施BPM項目的十一個習慣
從流程改善開始的可靠步驟............................................................................................................260
導言...................................................................................................................................................260
成功項目/交付 .................................................................................................................................261
提高BPM團隊的競爭力 ...................................................................................................................265
在整個企業內利用 BPM ..................................................................................................................267
那麼下一步是什麼？........................................................................................................................271
重述BPM計劃取得圓滿成功的十一種習慣 ...................................................................................272
為什麼選擇 IBM 的 BPM？.............................................................................................................273
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