Designing Process Flows

Designing Process Flows

The Process Flow editor enables design of process flows, code generation, deployment and execution. The code generated from a process flow definition is industry standard XML Process Definition Language (XPDL). Oracle has been one of the main drivers behind the development of this standard.

Topics

This lesson will discuss the following:

Overview
Prerequisites
Navigating the Process Flow Editor

Examining the Master_Sales_Cred_Lim Process Flows

Creating a Process Flow
Summary

This lesson will take approximately 60 minutes to complete.

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Overview

In this lesson you will learn how to use the Process Editor. You will design process flow definitions. You will also examine some predefined process flows.

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In order for this lesson to work successfully, you will need to:

1.

Completed Overview lesson.

2.

Completed Logging in to OWB lesson.

3.

Completed Importing Source Metadata lesson.

4.

Completed Defining Target Module lesson.

5.

Completed Dimensional Design using Oracle Warehouse Builder lesson.

6 .

Completed Designing ETL Data Flow Mapping lesson.

7 .

Completed Deploying Targets lesson.

 

 

Navigating the Process Flow Editor

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A process flow describes dependencies between Warehouse Builder mappings and external activities such as email, FTP, and operating system commands.

1.

To see Warehouse Builder's Process Flow Editor, expand the OWB10g_DEMO project, expand the Process Flows node, expand the WH_PROC process flow module and expand the process flow package LD_SALES.

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2.

Double click process LOAD_CHANNEL. The Process Editor opens. LOAD_CHANNEL is a very straightforward process that includes the MAP_CHANNEL mapping, executes it and sends email if the mapping either fails or succeeds with warnings.

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3.

The Process Editor provides a toolbox with a number of so-called activities. The activities that the process flow editor supports are:

END to identify Error end or Error warning activities.
FILE_EXISTS to identify whether a specific file exists.
EMAIL to send an email using SMTP protocol.
FTP to transfer a file via FTP.
EXTERNAL PROCESS to implement an external process that runs on the
operating system.
FORK to fork a number of flows based on a single flow.
OR which implements a logical OR based on multiple incoming flows.
AND which implements a logical AND based on multiple incoming flows.
TRANSFORM to include any PL/SQL code, manually written or pre-defined with Warehouse Builder
SUB_PROCESS to include an existing process within another process.
MAPPING to include a mapping on a process flow.

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4.

To validate a process flow from the menu select Process Flow > Validate.

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5.

To generate a process flow from the menu select Process Flow > Generate.

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6.

Close Process Editor.

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Examining the Master_Sales_Cred_Lim Process Flow

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In this topic you will learn how to view complex process flows by using the features provided in the Process Editor's toolbar.

1.

Double click process flow MASTER_SALES_CRED_LIM. The Process Editor opens. Maximize the window. In the following steps you will learn how to view the complex process flow.

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2.

Click Auto Layout on the toolbar to rearrange all the objects on the canvas based on a default layout for the process flow.

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3.

Click Fit in window on the toolbar. This option resizes all objects to fit on the canvas

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4.

In the Process Editor right click LOAD_CHANNEL sub process. Check Expand Node.

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The process flow editor shows the LOAD_CHANNEL process expands inside the MASTER_SALES_CRED_LIM process.

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5.

Click Zoom in on the toolbar. This increases the magnification of the objects on the canvas.

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6.

If you want to get a good overview in a complex process flow click on the Bird's Eye View on the toolbar.

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The Graph Overview window opens.

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In the Graph overview window you see a blue frame that shows you where you are on the process flow. Since the bird's eye viewer is panned, you can move the the visible area over the process flow and keep a clear overview.

Move the cursor inside the blue frame in the Graph Overview window. The cursor takes the shape of a hand. If you keep the left mouse button clicked and move the mouse, you can move to any visible area over the process flow.


7.

You can also use the Editor's Panning feature.

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8.

To collapse the expanded sub process, right mouse click on the expanded process and de-select Expand Node. Also, close the Bird's Eye view (Graph overview window) and close the Process Editor.

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Creating a Process Flow

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In this topic you will learn to create a new process flow package and process flow.

Creating a Process Flow Package and Process Flow
Adding Activities to the Process Flow
Creating Transitions Between Activities

Deploying and Executing the Process Flow


Creating a Process Flow Package and Process Flow

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In this topic you will learn to create a new process flow package and process flow.

1.

To create a Process Flow Package, right click process flow module WH_PROC, and select Create Process Flow Package.

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2.

The Create Process Flow Package dialog opens. Name the process flow package LD_INV (there is a limit of 8 characters for this name due to a Workflow restriction) and click OK.

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3.

Right mouse click LD_INV and select Create Process.

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In the Create Process Flow window type LOAD_INVENTORIES for Name and click OK. The Process Editor opens.

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Adding Activities to the Process Flow

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In this topic you will learn how to add activities to the Process Flow. You will also learn how to create Transition.

1.

Double click process flow LOAD_INVENTORIES.

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In the Process Editor: LOAD INVENTORIES drag and drop the Mapping activity icon from the toolbox. Expand the WH target module hold down the control [CTRL] key and select the mappings, MAP_INVENTORIES, MAP_PRODUCT, MAP_T_TIME and MAP_WAREHOUSE and select OK.

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2.

In the Process Editor position the icons so that MAP_T_TIME, MAP_PRODUCT, and MAP_WAREHOUSE can finish before MAP_INVENTORIES starts running.

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3.

From the toolbox drag and drop a FORK activity, an AND activity and an EMAIL activity.

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4.

For the error END, drag in the END activity from the toolbox. The End activity creation dialog appears. Select Error end activity and click OK.

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Creating Transitions Between Activities

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1.

Go into the Create Transition mode by clicking the Create Transition button on the toolbar. You will now connect all activities.

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Note: In the Process Editor window, at the bottom right corner you see the transition icon indicating you are in the transition mode.


2.

Connect Start to Fork by drawing a transition. Drag a line from Start to Fork.

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Note: To delete a transition, use the Transition View window at the bottom of the Process Editor window. Select the row containing the transition you wish to delete, and click Remove.

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3.

Draw Transition from Fork to the three mapping activities MAP_PRODUCT, MAP_T_TIME, and MAP_WAREHOUSE.

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4.

Draw a Transition from each of the mapping activities (MAP_PRODUCTS, MAP_T_TIME, and MAP_WAREHOUSE) to the AND_ACTIVITY.

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5.

Draw a Transition from the AND_ACTIVITY to MAP_INVENTORIES activity.

Draw a Transition from MAP_INVENTORIES to EMAIL. Draw a transition from MAP_INVENTORIES to END_SUCCESS. Lastly draw another from EMAIL to END_ERROR

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Note: Click Auto Layout and Fit in Window icons on the toolbar to get a good overview.


6.

You will now set conditions on some of the transitions. First, switch from Transition mode to Select Mode by clicking on the Select Mode icon on the toolbar.

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7.

Select activity MAP_INVENTORIES. You will use the lower right panel to set the transition to END_SUCCESS and the transition EMAIL to ERROR.

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In the lower right in Transition View select the first row or where the TO column displays END_SUCCESS. Click the condition field. From the drop-down list select SUCCESS.

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Select the next row or where the TO column displays EMAIL. Click the condition field. From the drop-down list select ERROR.

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8.

In the Process Editor select the EMAIL activity. In the lower left panel (Activity View) expand the EMAIL node and enter details, at least for FROM_ADDRESS and TO_ADDRESS. Unless you run an SMTP server locally you have to enter another valid value and specify a subject as well as message body. In the Subject type ERROR!!!, and Message body type An error occurred.

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9.

Validate the process flow from the menu select Process Flow > Validate. If the validation is not successful, make the necessary changes and make sure the process flow becomes valid. Click Close to close the Validation Results window. Close the Process Editor.

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Deploying and Executing the Process Flow

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In order to deploy the process flow, use the Deployment Manager.

1.

Open the Deployment Manager. From the menu select Project > Deployment Manager.

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The Select Runtime Repository Connection dialog appears, you select the OBE_RUNTIME_CONNECTION from the drop-down list and click OK.

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The OWB Deployment Manager window appears. Navigate to and expand WH_PROC_LOC, expand
WH_PROC and expand LD_INV.

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2.

If you have not done yet, register WH_PROC_LOC by using the right mouse click on WH_PROC_LOC and select Register. WH_PROC_LOC must point to a Workflow Server in your target Oracle database.

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For Schema Name, type OWF_MGR, or <schema name for your Oracle Workflow location>. For Password type OWF_MGR, or <the password that you provided during creation of the schema>. For Service Name type obeowb or <your database service name>. Select option Hostname and type LOCALHOST for Hostname or <name of your computer>.

Note: The following mappingsMAP_INVENTORIES, MAP_PRODUCT, MAP_TIME, MAP_WAREHOUSE must have Deploy Status as Success. If not, deploy the mappings and execute before deploying the LOAD_INVENTORIES process flow.

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3.

Select LD_INV and click the Default Action button.

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Note: the Deploy Action changes from None to Create.

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4.

Now click Generate/Deploy to generate the code. Click Commit in the Confirm Commit dialog if it appears.

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5.

In the Pre Deployment Generation Results window click Deploy. The Deployment Results window should show successful deployment. Click OK to close the Deployment results window.

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6.

In the Deployment Manager select the LOAD_INVENTORIES process flow and clik the Execute button from the toolbar.

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7.

Leave ITEM_KEY empty (Warehouse Builder/Workflow will generate the key for you).

Click Execute.

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8.

Once the execution has finished the Deployment Manager will show the results of running the process flow.

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Close the Execution Results window and close the Deployment Manager.

 

 

The Process Flow Editor as part of Warehouse Builder is a great advantage. Business Intelligence system architects have expertise about the data warehouse dependencies. They can use the tool with which they are familiar, and deploy seamlessly into Oracle Workflow. Execution is nicely managed by the runtime platform and all audit results end up in the runtime repository.

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