The Curious Case of Missing Port Type in Oracle PCS

I was recently working on a simple process in PCS for a license approval flow. Given the purists that I am, I began by defining definitions for the various message based activities used in the process flow. The process was an asynchronous process with a few intermediate events. A simplified snippet is shown here for visualization.


In order to implement the above process, I created a service definition (WSDL) with the following schematic. As you can notice, there is a portType for accepting requests into the process (fc.myst.bp.TestDrive) and a callback portType for sending messages out of the process (fc.myst.bp.TestDrive.CallBack). Each of the portTypes have operations for catch and throw messages respectively.

WSLD schematic

Creating a service definition is considered a best practice as it will not lead to multiple definitions created by the process when generating interfaces from message based implementations. So instead of using “Define Interface” we tend to use “Use Interface“.

Use Interface

If we navigate through the configuration wizard for creating a reference based on an existing service previous uploaded into PCS, we will hit a dead end. Both the portTypes configured in the WSDL will appear under the Callback Port Type drop-down whereas the drop-down under the Port Type combo box will be empty. This will also inhibit creation of the service reference based on the service definition. This is shown in the chain of images below.


In order to resolve this problem, I had a closer look at the interface definition WSDL. Turned out that i had created an abstract WSDL which is perfectly fine given that the composite assembly would just use it to implement an interface and generate a service endpoint from the deployed composite. Tried to re-import the WSDL a few times to see if the issue could be addressed but it persisted.

At last, I changed the WSDL to a concrete definition by adding arbitrary service endpoints to the bindings and re-imported into PCS.

Concrete WSDL

Voila! I was able to create a new reference this time by selecting Use Interface from the start message event with the reimported WSDL.


The source code for the PCS project discussed in this blog can be downloaded from here.

Accelerating Innovation through Device, Human and Process Centric Integration

Introduction – A step towards a Digital Journey through the Cloud

In an increasingly digitized world, technology enabled transition is increasingly becoming a strategic ally for organisations and how they deliver services and products more effectively. Organisations need to orient their business along capabilities and commercially viable ‘proof points’ that can scale quickly. A key to this approach is to avoid large multi-year road maps and refrain from multi-million dollar investment projects to be locked into an uncertain future. The concept of providing a differentiated customer experience is the only way to create a sustainable advantage. A recent Oracle Partner event (Sydney PaaS Hackathon) was a perfect stage for partners in APAC to demonstrate the power and capabilities of the Oracle Cloud Platform to accelerate a customer’s digital transformation journey. Now that the dust has settled on the amazing Sydney Hackathon where we participated and won the second prize for our prototype using Oracle PaaS products, it is time to share what we actually built and how. In this opening blog, I will provide a glimpse of the end to end solution that we put together using nine different Oracle Cloud Services in the 28 hour marathon. Along the way, I would also share the best practices and lessons learnt of integrating the different Cloud Service and an approach to building solutions around user centric design principles. The core prototype and use case was around building a real time remote patient well being monitoring system. In particular, the solution centered around patients suffering with blood pressure related disease which is a major cause of health related deaths in Australia.

Before describing the end to end solution, it is appropriate to describe the real problems that patients with blood pressure related disease suffer. This would provide some key drivers behind the solution that we have implemented. Let’s have a quick look at some of the frustrations sufferers have to deal with while pro-actively managing their blood pressure:

  • Forgetfulness – Lifestyle changes are very important in managing high blood pressure. But lifestyle changes along do not help. Patients have to regularly take their blood pressure readings and prescribed drugs to subdue prolifiration of their condition. Forgetting to take timely readings or medication is a leading cause of sudden anomalies in blood pressure readings.
  • Routine Health Checks – With the busy lives most people have today it can be really hard to fit in regular visits to the pharmacy for routine blood pressure checks.
  • Uncertainty – People with high blood pressure are at risk of suffering from untimely stroke and heart attacks. They often visit their medical practitioners in reaction to an event or during a scheduled appointment as opposed to being looked after and being proactively advised.

Use Case – Remote Patient Monitoring and Connected Care

We built a Patient Monitoring System to manage personal health (specifically blood pressure) that remotely connected patients with their community pharmacists and medical practitioners allowing proactive management of their well being. This will be quite a read but if you manage to stay till the end, the blog will provide you with a method to identify and innovate on real world problems that have been ignored for long. Upon exploring the use case further, we identified 4 key personas beginning with Bruce Wayne (our patient).

  • Bruce suffers from high blood pressure and struggles to visit his physician and pharmacist for regular blood pressure check ups. He also forgets his pills and is uncertain how this will effect his health and well being in an unforeseen event.
  • Jenny is Bruce’s local community pharmacist. She collects and review’s Bruce’s blood pressure data and makes her assessment for the next course of action.
  • Jenny like to consult with a  qualified medical practitioner such as a physician or a cardiologist from time to time when there is a critical reading or when she spots an anomaly and needs a second opinion.
  • Lisa who is a medical practitioner believes that with the right technology solution, she can make more informed and proactive decisions for her patients without meeting them in person.
  • Finally, our fourth persona is the State Health Department that has always expressed a desire to collect well being information anonymously to identify key geographical clusters associated with higher risks of heart attacks.
Role/Persona Background/Job Function Important Needs

(Bruce Wayne)


  • Works as a Project Manager
  • Often has to work under stressful circumstances
  • Has a family history of heart related disorders
  • Suffers from Hypertension (High Blood Pressure)
Bruce would benefit from being able to take remote  blood pressure reading which is automatically sent to his pharmacist to minimize routine travel. He uses technology heavily and would not mind notifications to remind him when he misses to take his reading and prescriptions. He is also happy to be proactive consulted and advised from his health practitioner and pharmacist when there is a problem.

(Jenny Andrews)

  • Works in a Pharmacy as an Community Pharmacist
  • Collects and records Blood Pressure Readings for routine patients
  • Prepares medications by reviewing and interpreting physician orders
  • Controls medications by monitoring blood pressure and advising interventions
As a pharmacist, Jenny would like to automatically detect and manage information regarding when any of her community patient has a critical blood pressure reading so that she can take the next proactive action.

Medical Practitioner
(Lisa Brown)

Medical Practitioner

  • Diagnosis, monitoring and treatment of high blood pressure
  • Physical Examination of Routine Patients
  • Inform patients about their blood pressure and how they can make lifestyle changes to prevent or improve hypertension
As a medical practitioner, Lisa wants to be able to analyse her patients well being records over a period of time so that she can detect patterns, anomalies and exceptions.

State Health Department

  • Targeted prevention activities for disadvantaged populations
The state department of health is interested in the analytics side of things. It would be great if they can correlate high blood pressure to a geographical region, weather condition or time of the year.

The Remote Health Monitoring prototype discussed in the rest of this blog aims to address the core challenges discussed earlier.  We put our thoughts in action by integrating close to 10 Cloud Services in 28 hours for our use case. Oracle IoTCs, ICS, MCS, Application Container Cloud Service (BICS), APICS, Business Intelligence Cloud Service (BICS),  and PCS were the core Cloud services that were the heart of our solution.

Solution at a Glance : myHealth

For the Hackathon, we created a fully functional and cloud integrated application called myHealth. The key objective of myHealth was to shift patient healthcare from cure to prevention. The overarching solution emphasized on building an infrastructure to continuously oversee the vital parameters of a patient and provide necessary alerts and interventions at near real time by leveraging IoT, services and a digital platform in a cost effective way.

Oracle Cloud Services in Action

As we wanted to remotely measure and stream health data, process it, and analyse it in real time to detect and react to an anomaly, Oracle Internet of Things Cloud Service was the ideal choice to be at the heart of the solution. Of the numerous blood pressure monitors available today, we used iHealth Sense Wrist wireless devices. Once a patient would take a reading from a this device, it would instantly push that data onto the device cloud. We accessed the iHealth APIs to create a web-hook to publish this stream of data into the IoT Cloud using Application Container Cloud Service and Integration Cloud Service. This is where interesting things would happen:

  • Using IoT Cloud Service, we built explorations which were visual representation of real time data coming from remotely registered devices/gateways for insightful data interrogation. The explorations were built to refine and sanitize incoming real time data stream using a few out of the box patterns such as eliminating duplicates and detecting fluctuations and define criteria to filter critical events from the normal.
  • Once explorations were published, it becomes available as one of the message formats to choose from when configuring an IoT Application’s integration with external services, such as Oracle Business Integration (BI) Cloud Service, Oracle Mobile Cloud Service or an enterprise application based on HTTP endpoints.
  • After isolating critical events from the data stream that required manual intervention, a process flow is triggered in Oracle PCS where a pharmacist or a medical practitioner can assess the anomaly and take further action such as provide phone consultation, schedule and appointment, renew/change a prescription, issue referrals, order meds, etc.
  • We also created a myHealth mobile app in Oracle MCS that would allow for push notifications to a.) Patients when they have forgot to take their readings or leave a perimeter (area of residence and b.) Pharmacists and doctors when a process is triggered due to a critical reading.
  • Finally we created a range of predictive and analytical reporting dashboards leveraging Oracle Database Cloud Service (APEX), Business Intelligence Cloud Service and Data Visualization Cloud service.

Here is an overall connected architecture for the use case. The entry point and heart of the solution is the Internet of Things Cloud Service (IoTCS). Patients can self measure their blood pressure readings remotely through tele-monitoring devices that collect and send data to either an IoT server directly or through a gateway.

Oracle Cloud Connected Architecture

This blog aims to explains how we specifically used Oracle IoTCS that fascinated us and is where we built quite a lot of our components and was at the heart of our use case. Hopefully the use case will present by itself.

Oracle Internet of Things Cloud Service (IOTCS)

The IoT Information Value Loop

The Information Value Loop mode shown below can serve as the cornerstone for an approach to IoT solution development for potential use cases. This model provides discrete but connected stages. An action in the real world allows creation of information about that action, which is then communicated and aggregated across time and space, allowing analysis of the data in the service of modifying future acts.


A Quick Primer to Oracle IoT Cloud Service

To realize the use cases for myHealth to the information value loop model depicted above, we were able to utilize Oracle IoT Cloud Service to:

  • Collect proximity information about a patient’s movement i.e. to check if the remote patient is leaving his house.
  • Collect blood pressure and pulse measurement about a patient.
  • Register directly connected devices (Beacons and Blood Pressure Monitors) or Gateways so that information can be collected from these devices remotely in real time.
  • Perform real time pattern matching on data streams to sanitize information by eliminating duplicates, detecting missing events, etc.
  • Perform data aggregation, filtering and correlation on multiple streams to generate business events.
  • Raise message alerts based on business events.
  • Define external integration touch points to invoke systems, services and process to act on critical events.
  • Remotely monitoring devices and assets.

Among the various components of Oracle IoTCS, here is a quick diagram explaining the core components and the relationship between them.


In addition to the above server side artifacts, Oracle IoTCS provides a ranges of client APIs for platforms such as C, Java, JavaScript, and Android for devices to activate, register and send messages to an IoT server. Devices can either connect directly to the IoTCS server or they can connect to a Gateway which in turn communicates to the IoT server. Once connected, a device can begin to send messages to the IoT server based on a pre-defined Device Model definition (analogous to a message contract).

Oracle IoT CS Device Models – Registration and Activation

For our myHealth IoT application we created two device models to collect patient health readings and proximity readings respectively.

  • iHealthSense – This device model (urn:demo:health) was created to define a message format for the blood pressure reading received in the IoT server through any devices that capture this information. In addition to the predefined System Attributes, a device model allows creating Custom Attributes through the console. This allows specifying a message format that can be published from any device that uses this device model.


  • estimoteProximity – This device model (urn:demo:proximity) defines a message format that any registered proximity devices such as Beacons use to send messages to the IoT server. Beacons can relay geographical coordinates as well as proximity of a device/person/instrument from them. In addition, certain Beacons can also send temperature, humidity as well as images.


The next step for us was to create, register and activate Devices that can use these device models and communicate with the IoT server. Creating a Device in the IoT server is a two part process.

  • Registering a Device – Registration of a device is done in the IoT CS console. The following image shows how a single device is being registered by entering appropriate meta data level information about the device.


Once the device registration details are saved and successful, Oracle IoT CS server will create a unique Device ID based which can then be used by the actual physical device APIs to send and receive messages from IoTCS server. A provisioning file is also created on the web console that stores an encrypted connection credentials required to connect to this device and activate it on the IoT server through the IoT APIs. Any client side API’s would then require this provisioning file to interact with the activated device. The provisioning file is a configuration file that contains a hashed password, the URL of the IoT CS server and the device activation id registered on the IoT server. When this provisioning file is downloaded, a file protection password needs to be specified which will be used to fetch the connection details in the hashed file.


Application Container Cloud Service

When we began looking into the best ways to push data in IoT, we realized that the NodeJS IoTCS APIs are 100 times faster than the Rest APIs. We implemented the client APIs used to communicate with the Oracle IOT CS server using Node.js. Both Oracle MCS and Oracle Application Container Cloud Service provides containers to run and execute Node code.

Setting up Node.js and Node Package Manager

Node.js can be downloaded from here and the IoT CS client libraries can be downloaded from here. Depending upon your preferences, you can either use a standard text editor to write the Node.js code or use an IDE that supports it. Next install the client libraries as global libraries through Node Package Manager (node-pm) using the following command.

npm install forever -g

  • Activating a Device – When a remote device sends a message to the registered device in the IoT CS, it is automatically activated. The following is a code snippet in Node.js using the Oracle IoTCS Node.js libraries that connects to a remote server as a standalone client using the provisioning file and activates a device. Once a device is activated, it can send and receive messages.
dcl = require("device-library.node");
dcl = dcl({debug: true});
//This is the code to load the provisioning file for the device downloaded from the IoT Server = ("iHealthSense-WA-UU112313-provisioning-file.conf");
//Password specified when downloading the provisioning file = ("#Musicrules12");
var myModel;
var virtualDev;
// Create a directly connected device and activate it if not already activated
var dcd = new dcl.device.DirectlyConnectedDevice();
if (dcd.isActivated()) {
} else {
 dcd.activate(['urn:demo:health'], function (device) {
 dcd = device;
 if (dcd.isActivated()) {

Save the above code snippet as DeviceActivatation.js, go to a command prompt (assuming you are using windows) and type

node DeviceActivation.js

If we check the state of the device in IoT CS server, it would be Activated. The device activation also associates the selected device model with the device. This means that the device can begin accepting messages in the format described in the device model.


  • Sending Messages to a Device – After a device has been activated, the following Node.js code fragment, acting as a remove directly connected device, can be used to publish a message to the IoT CS server.

dcl = require("device-library.node");
dcl = dcl({debug: true}); = ("iHealthSense-WA-UU112313-provisioning-file.conf"); = ("#Musicrules12");
var myModel;
var virtualDev;
// Create a directly connected device and activate it if not already activated
var dcd = new dcl.device.DirectlyConnectedDevice();
if (dcd.isActivated()) {
} else {
 dcd.activate(['urn:demo:health'], function (device) {
 dcd = device;
 if (dcd.isActivated()) {
// Display the device model
function getHWModel(device){
 device.getDeviceModel('urn:demo:health', function (response) {
 console.log('-----------------MY DEVICE MODEL----------------------------');
 myModel = response;
 startVirtualHWDevice(device, device.getEndpointId());
//Send Message to the Device based on the Device Model Attributes
function startVirtualHWDevice(device, id) {
 var virtualDev = device.createVirtualDevice(id, myModel);
 var bpHigh = Math.floor(Math.random() * (180 - 100)) + 100;
 var bpLow = Math.floor(Math.random() * (120 - 60)) + 60;
 console.log('High BP'+ bpHigh);
 var newValues = {
 bloodPressureHigh: bpHigh,
 bloodPressureLow: bpLow,
 patientName: "Arun Pareek",
 patientAge: 32,
 patientEmail: "<a></a>",
 patientContactNumber: "0424978874",
 patientGender: "Male",
 pulse: 60,
 ora_latitude: -37.817000,
 ora_longitude: 144.946000
 //timeStamp: new Date().toDateString()

Once a message is received for a device, it can be audited in the IoT CS service console. Pretty simple and powerful.  The Node.js code can also be tweaked to send a bulk message to the device.
Aggregation, Analytics and Actions using Oracle IoT CS

Data collected from multiple sensing devices come in different formats and at different sampling rates—that is, the frequency at which data are collected. Oracle IoT CS allows creation of data exploration sources that can collect structured raw data and present it as a continuous stream.

Exploration Sources

An exploration source can be created in an IoTCS application based on a device model. This exploration source will read and store the raw data that is received in the IoT server from the remotely connected device. The exploration source message format is based on a pre-defined device model defined in the IoT application.

Data and Explorations


A message exploration can be used to analyze and pattern match data from different exploration message to provide a real time stream of messages. Explorations in Oracle IoT Cloud Service are very powerful as they support message aggregation and analytics through a number of pre-defined patterns (A pattern is a template that already has the business logic built into it) such as duplicate elimination, missing event detection, fluctuation detection, etc. An exploration is created based on an exploration source.

Data and Explorations-2

One an exploration is created, it is in an unpublished state. Explorations are visual representation of real time disparate event data flows for insightful data interrogation from IoT devices. Explorations provide a number of feature such as correlating, filtering and grouping for managing data streams in real time. These data functions can be aggregated on a time or event based window and used in creating a summary view of data. Business rules can also be defined in explorations to review incoming events and apply business logic to generate resulting data fields that can be displayed in tabular or graph forms. Once an exploration is edited and finalized, it has to be published for the changes to take effect. For our use case, we created a standard exploration that would stream the blood pressure and pulse reading of patients in real time.

Editing an Exploration

Duplication Elimination and Anomaly Detection

Explorations in an Oracle IoT Cloud Service application can be nested, which means, we can create another exploration based on an existing one. As a best practice, it is always recommended to not add any business logic in the base exploration but to create a derived exploration from it. The pipeline shown below provides the necessary abstraction for the core explorations used for analytics from the source explorations.


The below exploration is merely built on the previous exploration but is based on the duplicate elimination pattern. This exploration will only stream data events that has a unique msgId. The window specifies the time period or interval until which the pattern will be active for each incoming message.


Adding Business Logic to Explorations

Finally, the last nested exploration if the CriticalBP stream that is built up on the EliminateDuplicateBP as the exploration source. Filters can be applied on exploration so that the stream only generates data events of particular importance. For instance, blood pressure readings where the systolic pressure is greater than 140mm or less than 90mm is considered critical and could lead to hyper or hypotension. These blood pressure readings should raise an alert that can be viewed by and acted upon by a healthcare professional.


The output exploration, in its published state, shows a real time critical blood pressure events for different patients along with their geographical coordinates (source of the reading) and contact information. Data from remote devices is pushed to this live output stream such that it would constantly refresh when a new event arrives rather than manually refreshing the view.


Getting a Proximity Alert

As I indicated before, there are a number of additional use cases that can be implemented with the core use case of remote patient monitoring. When we were at the Hackathon, we interviewed a few people who had problems with blood pressure to know their key pain points. The biggest one across many people was forgetfulness, i.e. forgetfulness to take readings on time and take prescribed drugs/renew prescription. We needed a solution to remind a patient to take their readings on time. But sometimes reminder alone for a blood pressure reading is not sufficient as the patients need to have their reading device on them. One way to solve this is by using beacons to track the proximity of a patient from his home.


Visualize the high level message flow diagram below. if a beacon is attached to a patient’s house door or exit, it keep sending proximity information to the Oracle IoT CS server. When the proximity is breached (i.e. when a patient has left is house), an IoT exploration stream can then check if a reading has been taken for the day. In case of a missed reading, it can generate an alert leading to a notification on the patient’s phone. Off course, this integration would not be possible without using Oracle Mobile Cloud Service but developing this feature is a breeze.


Raising Alerts from Explorations

Streaming data into IoT explorations is very useful for real time data analysis for predictive intelligence and reactive actions. To react to an anomaly or an event(s) of interest, create a message format (CriticalBloodPressure) from an exploration to generate an alert of suitable severity. The event message type is based on the attributes defined or created as part of the exploration. IoT exploration attributes need not be the same as the attributes defined in the device model as they can be renamed and logical ones added.


Integrating IoT Application with External Systems

After an alert has been raised in an Oracle IoT CS application, it can forward the message to an external application in the form of a push request. As such a number of publish subscribe or one way messaging pattern can be built using IoT Cloud Service as central point for generating business events.  Ensure to decouple any external integration from IoT CS through a proper service abstraction layer. Oracle API Manager Cloud Service can be very useful here to provide a gateway for outbound integration that can consume business events from IoT CS and publish them to other cloud services or SaaS applications as described in the integration pattern below.


Apart from providing an out of the box integration with Business Intelligence CS and Mobile CS, it can pretty much publish a message to any external application that is capable of receiving messages over the HTTP channel. Once a HTTP pipe is established with an enterprise application, Oracle IoT CS provides an ability to confirm a connectivity test with the application. Once a connection is established, the Streams tab allows selecting a message format available in the IoT application (typically an alert) to be sent to the HTTP endpoint.




Oracle Process Cloud Service (PCS)

In the information value loop for Internet of Things explained earlier, critical business events often require human intervention. Oracle Process Cloud Service can close this loop as it can ACT on information of interest by bringing people, process and information together. Once a process consumes an event of interest, it can notify a healthcare pharmacist to analyse his or her critical reading.


Manage Health Alert Process

One of the main challenges in device to human interfaces is that, although users have the smart devices, they minimally follow the suggested course of action and, eventually, the devices end up serving as shelfware. The Manage Health Alert Oracle Process Cloud Service process, shown below, provides an ability to integrate processes that involve devices, applications and require human intervention. The PCS process outlines a map that facilitates patient-pharmacist-medical practitioner interaction. The process allows:

  • Review of critical and historical readings for detecting any existing patterns to rule out health related red-herrings.
  • Pharmacists to reach out to the patient or their emergency contacts to inquire about their well being or possibly do a tele-health check.
  • Automatically schedule consultation and appointments with a physician detailed check.
  • Reviewing or renewing prescriptions for the patient and delivering it to them.

These are just a few among many potential human to human interaction use cases made easy through IoT and PCS integration.


Just like its on premise sibling (Oracle BPM Suite 12c), Process Cloud Service provides an instance tracking console to view and manage live instances. The console provides a detailed graphical and activity audit trail along with an ability to act on touch points that requires human intervention.


Oracle PCS provides basic HTML5 based web forms which can define the user interface allowing end users to interact with business processes. The form composer provides an editor for creating basic forms that can present information based on the data elements defined in the process. We created the following form for pharmacists to review a critical reading for a patient in order to determine the next course of action. The data captured from an end user in the form acts as a decision point that can trigger alternative process paths.



Reporting and Dashboards – Utilizing Oracle Database CS, Business Intelligence CS and Data Visualization CS

Exploratory Data Analysis is the process of sifting through the data to get a sense of whats going on. Extracting insight from data requires analysis, the fourth stage in the Information Value Loop. A derived insight is a consumable piece of information that can be used to make decisions based on current events or make future predictions. A simplified reference architecture pattern to derive analytical reporting from IoT Cloud Service is presented below:

  • Structured data can be stored in transactional or historical data marts.
  • Unstructured data can be stored in distributed file based databases storage platforms.
  • From a reporting layer perspective, there are multiple solution components that can be used such as Apex reports, Oracle BI and Data Visualization dashboards, business activity monitoring dashboards, etc.


Of the many different reports that can be built to compliment the above solution, we built a few to aid the medical practitioners to dig into a patient’s health reading over a period of time to assess the abnormality over a time range. The following report created in Oracle Database Cloud Service (APEX) tabulates the reading of a patient over a month. This can be accessed as a link and by providing arguments from a PCS form link.


There can be various renditions of the above information the most common of which is a bar chart of systolic and diastolic pressure and pulse rate average each day over month. The histograms can visually highlight up or down trends in blood pressure over a period of time which can be useful to detect spikes/troughs over a baseline.


Anonymizing Patient Data

The last solution that we built to support our use case was to sanitize the patient health readings by removing personal and confidential data and presenting the information in a statistical way that could benefit national/state government health record keepers. How do we do this? Comes Oracle Data Visualization Cloud Service (DVCS) to our rescue. With the blood pressure reading streamed and sent to Oracle BICS from IoTCS, we built a Custom Points Map to the coordinates from where the readings were taken onto a geographical map. This resulted in a heat map showing regions/places with susceptibility to critical blood pressure patients. This sort of anonymized data is immensely useful for government health agencies to plan for aid work and improve the ability to respond faster to critical conditions.


To Sum it All Up

Transferring healthcare monitoring from hospitals to the home is disrupting traditional models of healthcare delivery. The positive implications of an IoT ecosystem in healthcare are numerous—from remote patient monitoring to predictive analytics—and can result in improved population health management. While this may seem like a futuristic daydream to those on the sidelines, leaders in the healthcare industry are already integrating IoT devices to improve healthcare. The speed to value at which use cases like the one covered in this detailed blog can be realized with little to no infrastructure setup cost using a combination of Oracle PaaS services is unprecedented.

There are a number of other potential use cases such as traffic incident monitoring, pest management, smart homes, smart parking management and other industrial applications that can be realized using a similar architectural pattern. The speed to value at which these solutions can be prototyped and productized using the Oracle PaaS Cloud service is remarkable and the Hackathon was great example of how complicated end to end solutions can be developer with ease.

If you would like to know more about the use case or technical details of the cloud services that we used, please feel free to leave your feedback or comments.

Suppress Approval Controls in Oracle BPM – Hidden Workspace Feature

My good friend and Oracle ACE Director Antonis Antoniou blogged has about how approval controls can be disabled in the Oracle BPM Suite 12c workspace.

This article is not an attempt to splog what Antonis has already shared. In his blog Antonis provides a mechanism to trick the BPM 12c human workflow engine into disabling the approval controls for a task, visible in the BPM workspace, by manually modifying the .task configuration file. While this is a great workaround, it would become cumbersome if this was to be done for all tasks. If this is a critical functionality, there will be an additional manual step to verify that the approval controls do not appear for every task that is accessed from the workspace. Also as this configuration is embedded in the .task file which is part of the composite assembly, any change in requirement to enable approval flow in the BPM workspace again, will require a redeployment of the composite.

Ironically, there is another feature available from the BPM workspace, albeit still HIDDEN, to disable the task approval controls at the workspace level.

Login to the BPM Workspace as an administrator and navigate to Administration –> Application Preferences. Among the many workspace preferences that can be set or changed from here, the one relevant to disabling approval control in the BPM workspace is the Worklist Action Menu option. Choosing between Show or Hide will either enable or disable the feature at runtime.


By default the value for this option is set to Show. The Action menu will show a list of pre defined workflow actions that are available for the selected task in the workspace.


When the Worklist Action Menu control is set to Hide and saved through the Application Preferences setting, the Action button will be disabled on the workspace.


This is a true runtime change meaning, administrators can flick the values to choose their desired behaviour. Once this change is applied, it also effects all tasks that are accessed from this workspace. 

This also available in Oracle BPM Suite 11g but only if you are using (PS6) from the Application Preferences console for workspace administrators.

Restrict Reassignments in Oracle BPM


The human workflow engine in Oracle SOA and BPM suite manages the assignment and lifecycle of human tasks deployed to the runtime infrastructure. In this post, I will share an interesting use case around restricting task reassignments to only certain group of users. This article will provide a comprehensive documentation (solution, what happens in the background, limitations and behaviours across different versions of Oracle BPM ) of how to implement this requirement using a demo application.

Before that let me provide a mind map of how task assignments work in the Oracle human workflow engine.


As you can gather from the above image, there are many strategies for task assignment that an organization can adopt to suit their specific needs. I would definitely recommend reading the following blogs to go over each of them in more details.

The use case discussed and demonstrated in this post is different from the ones discussed in the amazing blogs above.

Swimlane roles are only indicative of the default task assignment mechanism used by the human workflow engine which can be easily overridden by any of the strategies discussed above. Once a task has been assigned, either to a pool of users or an individual users, it may undergo many state transitions before being completed. The most common state transition is Task Reassignment. Although the actual state of a task is still Assigned, a task may be transferred between different participants from its original assignee. When a task is to be reassigned to another user, the BPM workspace queries the underlying directory for all available members. Task can then be reassigned to a member selected from the returned list. There is often a requirement to restrict reassignments to a custom group of users with certain privileges or access (such as users only belonging to certain roles). 


The post demonstrates the requirement and use case through a sample BPM application. In order to view, deploy the execute the application, a list of prerequisites is provided here.



  • Oracle BPM Suite
  • Oracle BPM Suite [Optional]


Problem Statement

The best way to illustrate the use case is through a simple expense management process illustrated below.


The process has three different swim lane roles viz. Employee, EmployeeManager and FinanceManager, one each for the type of task and their performers in the process. These swim lane roles can be mapped to users, groups or application roles from either the Fusion Middleware Enterprise Manager console or the BPM workspace so that only users with designated access can view these tasks.

Once an Administer Payment task is created, it will be assigned to either a user, group or role based on the assignment strategy.

Now imagine that a user who has an access to this task wishes to reassign this task to only peer i.e users within his working group. As indicated earlier, task reassignments is a very common feature of workflow based systems. Tasks can be reassigned for many reasons such as to transfer ownership, during user vacations, for peer review to name a few. Follow the steps provided below after you have deployed the sample application to see what it the default task reassignment behaviour of the BPM workspace.

  • Login to WebLogic Administration console as an administrator and create three dummy users viz. employee, manager and finmanager.
  • Login to the Oracle BPM Workspace as a workflow admin user and access the Role administration console.
  • Once a process is deployed, the swim lane roles will be created automatically and can be viewed via Organization > Roles in the BPM workspace.
  • Edit these roles to add/associated the users that were created before. The swim lane role to user association is simple. (Employee > employee, EmployeeManager > manager and FinanceManager > finmanager)


  • Now login to the BPM workspace as an employee user to to initiate an instance of the process (An initiator task allows creating a BPM process instance through the BPM workspace)
  • Under the Applications menu, you would notice a link titled Approve Employee Expenses (same name as the BPM process name).
  • Click the link to open a pop-up window of the task form, enter some expense information and submit the form. For the purpose of this use case, ensure that the total of all expenses is less than 1000.


  • Once the form is submitted, the process sequence will execute the business rule to check if the expenses needs a manager approval. If the total of these expenses is below 1000, then a manager approval is not required and it will go directly to the Administer Payment task.


  • Log back in to the BPM workspace, this time as a user in the FinanceManager role (finmanager). A Review Expense Application task will appear in the inbox.
  • Try to reassign this task by clicking on the Action > Reassign button from within the taskflow. A Reassign Task popup will appear allowing you to search for users, groups or application roles that this task can be reassigned to.
  • Perform a blank search and you would see that it lists all available users, groups and roles currently configured in WebLogic as potential candidates for this reassignment.


The BPM workspace is integrated with the active directory and as such the number of users, groups or roles that will be available depends upon the base AD query filter. More often than not this is a problem as users want to restrict this search and only be able to reassign tasks among their group.

Solving the Puzzle

Reassignments can be restricted in Oracle BPM Suite 11g using what is known as Potential Assignee. This feature allows restricting the task assignment to only users or group of users assigned to an application role. It is a design time configuration available from the Organization.xml file in the BPM project.  In order to demonstrate how this works, we would need a new WebLogic group, a new user, change associations of two users to a group and map this group to the FinanceManager role.

  • Login to WebLogic Administration console as an administrator and create three dummy users viz. financereviewer.
  • Also create a group and name it as finance (or choose a well suited name for a group)
  • Now select the user finmanager and financereviewer one at a time and from the Groups tab assign them to the newly created finance group.
  • Login to the Oracle BPM Workspace as a workflow admin user, access the Role administration console and modify the FinanceManager role mapping.
  • Remove the previously associated finmanager user from it and add the finance group to this role.


Now go to the composite project in JDeveloper in BPM Project Navigator view and open Organization. All the swimlane roles used in the project/processes will be part of this file. Select the FinanceManager role from the list of available roles. You would notice that there is an input field in this palette against Potential Assignee. The magnifier icon allows searching for application roles from within the Organization.xml file or from a configured identity provider (here AD provider configured in WebLogic).

Restricting reassignment could be as simple as selecting the same swimlane role against this field. This will limit the users available for reassignment of any task(s) in the FinanceManager role to the role configured against the Potential Assignee field. In this example the FinanceManager role is mapped to the finance group which in turn has two users associated to it (finmanager and financereviewer). The mechanics of how this works can be verified by deploying the project to the server again with the Update existing object on deploy option checked.

When the project is redeployed with this flag checked, the role associations for the swimlane roles would be lost and have to be recreated through the BPM workspace.


Once the process is redeployed, create another expense record as an employee and submit it so that it reaches the FinanceManager queue. Open the Review Expense Application task from the inbox view of the BPM workspace and from the Actions menu click on Reassign. In the Reassign Task popup, if we do a blank search, we would see only the swimlane role, the finance group and the users belonging to the group instead of all directory users, groups and roles.


The scenario depicted here simply mapped the same swimlane role to the Potential Assignee field which is a simple use case. For complex restrictions on reassignments, create an application role under the BPMRolesApp strip to map selected users/groups that a task is allowed to reassigned to and use this role instead.

What Happens Under the Hood

It is also interesting to know what happens under the hood. When a BPM project is deployed with a Potential Assignee set, it creates an entry in the BPM_EXT_USER_PROPERTY_GLOBAL table (in the <APP>_SOAINFRA). The PROPERTY_VALUE_COLUMN_NAM contains a value of STR_COL<N>. The BPM_EXT_USER_PROPERTY_VALUE table in the same schema has the STR_COL<N> column where the value of the potential assignee for the application role in the deployed project is stored.


When a search is performed from the BPM workspace for users from the Reassign Task pop-up, the getPermittedAssignees operation in invoked on the human workflow engine. This operation returns a boolean value indicated if the reassignment should be restricted along with a list of permitted assignees.


You can read more about the Human Workflow web service APIs in the following blog post.

Important Note

Potential Assignee only effects reassignments. It does not restrict assignment of the task into the application role configured for the Potential Assignee field.

Known Issues and Limitations

Unique Constraint Violation when Potential Assignee is Set for Multiple Application Roles

If a BPM project has multiple swimlane roles with Potential Assignee is deployed to the infrastructure, it will try to add this entry multiple times in the BPM_EXT_USER_PROPERTY_GLOBAL creating a unique constraint violation in the database.

 There was an error deploying the composite on server: Deployment Failed: oracle.toplink.exceptions.DatabaseException: java.sql.SQLIntegrityConstraintViolationException: ORA-00001: unique constraint (DEVBPM_SOAINFRA.PROP_NAME_PROP_VALUE_UNIQUE) violated Call: INSERT INTO BPM_EXT_USER_PROPERTY_GLOBAL (GUID, LAST_UPDATED_BY_IDCTX, LAST_UPDATED_DATE, CREATED_BY_IDCTX, MULTI_VALUED_PROPERTY, PROPERTY_DATA_TYPE, CREATED_BY, PROPERTY_NAME, LAST_UPDATED_BY, PROPERTY_STRING_VALUE, CREATED_DATE, PROP_VALUE_COLUMN_NAME) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?) bind => [4a195fc8-083c-4af0-81d5-942f0deacf0a,, 2016-03-10 11:58:40.877,, 0, FREEFORM_STRING, workflowsystem, POTENTIAL_ASSIGNEE, workflowsystem, null, 2016-03-10 11:58:40.877, STR_COL5] 

This is a know product bug and can be fixed by applying patch 22779160 available from Oracle support site. This patch is only available for version of Oracle BPM presently but if you are running a different version, a back port patch can be requested.

Potential Assignee is mapped to a Swimlane and not Task

Remember that potential assignee can only be mapped to the swimlane and not directly to the task. If you have two tasks in the same swimlane and each needs a different restricted reassignment then this will not work. There are two options to overcome this limitation.

  • Either split the swimlane into two, each having its own task which is a quick and cheap option but interferes with the process modelling best practice.
  • Create a custom Java Class which is associated to a .task file to handle restricted assignment and reassignments.

Reassignments in Oracle BPM Suite 12c

Reassignments work completely opposite in BPM Suite 12c to how they work in 11g. By default, reassignments are restricted to the members configured for the swimlane role. I deployed the same process in the 12c runtime, created an instance of the expense management application and submitted it. The expense was created to exceed the auto approval threshold and the process flow created a approval task for the manager to approve the expenses. Potential Assignee was not set for the EmployeeManager role but a blank search in the Reassign Task popup from the BPM Process Workspace only returned users associated to the swimlane role instead of all directory members. It is remarkable to see how a certain functionality is completely juxtaposed between two product versions.


The usage of Potential Assignee is still significant in BPM processes developed in 12c albeit to cater to task reassignments if they are to be to be allowed for a wider list of members than those associated to the swimlane role.


Reassignment of tasks is a core function of any BPM based workflow. This article provides a deep dive into how this feature works across two Oracle BPM suite versions and what is provided in the tool to accommodate restricted reassignment.

Please feel free to share opinions, feedbacks and suggestions and I will be glad to provide any help.

Functional Testing Business Processes In Oracle BPM Suite 11g

Over the last couple of projects, I have been trying to establish a set of methodologies around initiation, development, deployment and management of business processes using Oracle BPM Suite 11g. In a series of posts, I will be taking about a lot of problem areas that can be effectively tackled in order to deliver a highly successful BPM project using this technology. The areas I intend to cover are around design and modelling best practices, team development, delivery methodologies, testing, troubleshooting, automation, performance tuning and operational management to name a few. However in terms of priority and the nature of pain experienced in each of these aforementioned areas, I am of the opinion that a great chunk is attributed to testing and maintaining code quality. Business processes are in constant need to be truly dynamic more than ever so that planned as well as ad-hoc changes can be promoted seamlessly. Also with Oracle BPM Suite 11g promising greater involvement of business users in terms of making deployable changes to the processes, ensuring that functionality and quality of the build/changes is maintained is very crucial. In the previous blog post, I had elaborated on unit testing strategies for business processes and methods of achieving them from the Oracle BPM Suite 11g studio. Proper unit testing is important in terms of validating that the core logical outcomes of a business processes are executed as expected. This ensures that all sequence flows and paths in a business process are tested and conformant. The post can be accessed here:

However, apart from testing the basic process paths a lot of other things demand testing too. Business processes can populate data in downstream systems, integrate with services, create events, send notifications, assign workflow tasks which may have their own lifecycle, etc. From a quality perspective all of these steps must be verified too. The overall functionality of the business processes must be thoroughly tested to determine their reliability before being deployed to the actual IT infrastructures. Organizations do invest in quality measures to evaluate features of business processes by employing a comprehensive testing strategy, involving analysts, developers, functional testers and business users. However they begin to invest in test automation very late in the project lifecycle. This poses a significant threat and concern, particularly when the business processes are continuously changing and evolving. An increasing pace of business process changes as well as applications growing more complex means that many functional testing teams are reaching the breaking point. Change management becomes difficult as there is always a risk of introducing new bugs down the way. As much as we all would like to have agility, the process is defeated by having improper developer operations. Having a regression functional testing suite very early in BPM project development cycle is, by my opinion a must have thing for any successful and timely implementation. More often than not, it is not the choice of technology that is responsible for this but rather the lack of some important know-how’s.

Typical Problem Areas and how Automating Functional Testing can help

In my interactions with different project teams, here are some typical questions they have, especially with respect to testing business processes in Oracle BPM Suite 11g.

  • Is it possible to really approach functional testing early in the project cycle considering the nature of composite applications involved (business processes, services, rules, etc.).
  • Human tasks components in business processes need to have user interfaces (which may have their own development lifecycle). How can functional testing be achieved before a fully operational UI?
  • Are their any developer tools, approaches or frameworks that can be utilized to automate functional testing?
  • What kind of a functional testing strategy is suitable, cost efficient and good to contain a wide variety of problems in the project lifecycle?

If we begin to investigate the possibilities, they may be endless. I, am particularly aware of many custom products which promises to take care of all of these. However hey tend to be expensive, have a steep learning curve and may not always fit the bill. This act as a big deterrent. However, in this article, I am keen on presenting an approach that is quick, easy, developer friendly and can be easily catered in the development phase of the project. The best way to begin with functional testing is to base it on the business process design. Model driven functional testing ensures that critical processes and their paths are covered and that any variation of those tests can easily be amended and rerun without adding to significant time to the test cycle. Functional testing can start earlier and better quality tests are produced and maintained in a test repository. This can then be part of the continuous build and integration iterations to ensure sufficient test coverage in accelerated delivery cycles. A part of model driven testing strategy was described in details with respect to ascertaining the cyclomatic complexity factor of the business processes and deriving test cases based on that. This approach is a very good starting point, especially because this can be used to build unit tests too. Once the basic process paths are determined, the functional test suites can incorporate a lot of test steps to cover the functional aspects such as validate business logic and rules, verify data across systems, check events and notifications, etc..

With all this being said, however, automation of functional testing will only be successful if an organization’s underlying quality fundamentals are solid and everyone clearly understands how testing can continuously support process iterations. Another big advantage to automate early is potential time savings. Considering that multiple stakeholders will need to repeat their testing task, every time something changes, doing them manually becomes a burden sooner or later. Have a look at the sheet I’ve compiled based on various time and frequency of performing functional tests and the effort involved in each case.


The columns marked in green in the above sheet reflects the most likely scenarios in terms of the amount of time spent on testing in various Oracle BPM Suite 11g projects. The effort involved in manual testing can range from 20 days to 4 months for a very simple and less frequently changing business process to a complex and often changing business process. This effort does not accounts for test planning but simply reflect the time spent in test execution. The columns in red represents scenarios that can be applicable for certain project types too and in those cases the amount of time spent in manual testing can be even 8 months. This offcourse is under the assumption that all quality standards of software functional testing are maintained. 

Approach and Tooling

As indicated before, there are many players in this field providing varied approaches and option. This article will not debate their merits here. In the course of my involvement with BPM projects, I seems to incline towards SOAPUI. This is particularly due to the fact that it is pretty inexpensive (there is also a freeware if ~$350 license cost seems significant) and does most of the basic functional testing that can be considered acceptable from a quality perspective. It is fairly straight forward too and the learning curve is minimal. Chances are also high that in most projects there will be developers with considerable amount of experience using SOAPUI, if they have been involved in a SOA project in the past.

Having said that, this article will talk about how to plan and implement a comprehensive and automated functional testing suite for business processes developed using Oracle BPM Suite 11g.

The Employee Expense Approval Business Process

I will use the same employee expense approval business process that was discussed in my previous blog. This process has primarily all the ingredients that any complex business process has i.e it is fairly unstructured, have business rules, human workflow components, arbitrary cycles, gateways, events and writes to external applications.  As a refresher, the process map looks like below in the JDeveloper studio.


Technology Prerequisite(s)

The modelling workspace and the version of Oracle BPM Suite used in this demonstration is 11gR1PS5 i.e The version of SOAP UI being used is 4.5.0 (excuse my backwardness in terms of working with the latest versions of these tools). I use the open source version of SOAPUI but for better productivity and ease of use you may consider using the Pro version too. A connection to the database is also necessary to be able to create certain database objects that the project requires. The version of the database, though, can be any generic with the only exception that it has to be Oracle database.The concepts discussed in this blog are however generic and applicable to any version of the above products.

Project Setup

In order to import the implemented expense approval project in JDeveloper, obtain the composite (, unzip it and open the application (.jws) file in the studio. As can be noticed from the BPMN mode, the process populates some database tables with expense and payment records at various stages. To be able to deploy and execute the project, a database schema and certain tables needs to be created. On the Weblogic server side, there is a need to create a data source and add a new connection factory to the database resource adapter.

Doing this set-up is pretty simple. I have created some SQL and ANT scripts that can do all of this. Follow the instructions below to execute these scripts to create the required resources.

Create the Database Artefacts

  • Download and unzip the file in a local directory.
  • Open the edit the create_expense_structure.bat and simply substitute the sys password with the one for the database you are using. This script assumes that a local XE flavour of the database is running. If this is any different then modify the bat file accordingly.
  • Open a command prompt and cd to the directory containing the bat file. Simply run the batch file in the prompt.
  • This will create a database user “EXPENSE” and two tables in it called EMPLOYEE_EXPENSE_PAYMENT and EMPLOYEE_EXPENSE_RECORD.
  • Verify that the scripts ran okay and the database artefacts were created.

Create the Weblogic Server Artefacts

  • Unzip the in a local directory.
  • Open the file and substitute the middleware home location with the one being used. Also modify the values of the database server, weblogic server, domain, connection credentials etc. Properties that needs to be changed are marked in the file through comments.
  • Open a command prompt and cd to the local directory where the contents of the .zip file are placed.
  • Type ant makeDataSource to create the required datasource in the weblogic server to connect to the EXPENSE schema created in the step before.
  • Once the build is successful type ant createResourceAdapterEntries in the same command prompt.
  • This will create the database adapter connection factory and update it with the datasource created before. It also updates the DbAdapter deployment plan to commit all these changes onto the server.
  • Verify that the script executes successfully. If it doesn’t then there may be a problem in substituting values in the file.
  • As a last resort, you may configure these resources manually on the server or alternatively send me your configuration files along with the error(s).

Creating the Functional Test Suite

Once the project has been set-up and the required artefacts are created, it is time to look into creating a functional testing suite for the expense approval processes. Once we create the functional tests, they can be used for regression every time there are changes made to the business processes. A good practice is to always accept any changes when it is accompanied by a functional test case and when all existing test cases pass the regression. However the dynamics here may be dependent upon the level of business user’s involvement in creating ad-hoc changes to the business process after it is deployed. If business users are empowered to make dynamic changes, then it cannot be expected of them to create/modify the functional test cases supporting their changes. This situation demands a change control process in place. I am of the personal opinion that to ensure the quality of business processes running on the production environment, changes must always be supported with regression. Whether business analysts and process analysts create these tests or whether they get it done from developers is a matter of having a governance around the change control.

Nevertheless it is pertinent to have an initial set of functional tests. If you managed to read the previous blog post on unit testing business processes in Oracle BPM Suite 11g, you must have noticed how we employed cyclomatic complexity to determine the number of unique test cases required to provide a cent percent test coverage. From the functional testing perspective, we will still create the same number of test cases but also have a series of test steps to validate that the business process is indeed doing all the right things.

As determined before the following test cases shows the various routes a process can take from all the conditional nodes. To ensure the utmost quality, we will have as many functional test cases too.

Test Case 1: Submit, Auto Approve, Finance Approve, Approve
Test Case 2: Submit, Auto Approve, Finance Reject, Refer
Test Case 3: Submit, Refer, Manager Approve, Finance Approve, Approve
Test Case 4: Submit, Refer, Manager Approve, Finance Reject, Refer
Test Case 5: Submit, Refer, Manager Reject, Reject

The following section will demonstrate a series of test steps that will be created to fully functionally test one of the test cases (here Test Case 3: Submit, Refer, Manager Approve, Finance Approve, Approve). Other test cases can be created in the similar lines.

  • Deploy the ExpenseApprovalComposite to a BPM server and grab its wsdl  from the enterprise manager (since the business process has a message start event it can be invoked as a web service)
  • Launch soapUI and create a new soapUI project. Put ExpenseApprovalTest as the project name and copy the wsdl localtion in the Initial WSDL/WADL field. Also check the option to create sample requests for all operations.


  • This will create a soapUI project in the existing workspace. Now right click on the project and click on New TestSuite to create a new test suite inside the project. Name it as Expense Approval Functional Tests.
  • A test suite can have multiple test cases that can be run either individually or all together as part of the test suite (either sequentially or in parallel). Once the test suite is created, right click on it to create a New TestCase inside it. Name the test case as T3_Refer_ManagerApprove_FinanceApprove_Approve.


  • A test case is constituted of a series of test steps that are executed in sequence one after another. Testing a business process will involve initiating the business process through the message based event, capturing data in the human tasks, simulating user behaviour on the workflow screens and verifying that once the process is completed, it is in the right state, populates the right statuses in the end systems and follow the expected process path.
  • A test case in its due steps may need to refer some constant values or store values intermittently to be used in later steps.  soapUI allows creation of global, test suite level as well as test case level properties. While properties at the test suite level are more appropriate to hold any constants (or pass them between multiple test cases), properties in the test cases are used primarily for passing information between multiple steps. Create the following properties at each level. You will notice that the test suite properties have been set to some constant values.


  • The properties can then be accessed as variable using the below construct.
  • It is commonly believed that a business process with human tasks will need a functional user interface in order to test it. However it is not true. Oracle BPM Suite 11g offers both Web Services as well as JAVA based API’s to interact with the workflow tables. The operations in these API’s can be used to search and query for tasks, update task payloads and outcome, attach comments and attachments etc. Access the following posts to be able to get a glimpse of the human workflow API’s.

  • In this article I will be using the Web Service API’s to simulate the human tasks when building the functional test steps. The first step in the test case is to create a unique identifier (random number) that can be used to set the conversation id while invoking the business process. Setting up a conversation id is important as the composite/component instances ID’s can be determined by querying the dehydration store against it. In soapUI a Groovy Script based test step can be used to generate a random number. Name this step as Create Conversation Identifier and paste the following groovy code snippet in the code editor.
testRunner.testCase.setPropertyValue("CONVERSATION ID", "${java.util.UUID.randomUUID()}")


  • The groovy script dynamically populates the CONVERSATION ID property in the test case with the uniquely generated number.
  • Add a new SOAP Test Request and name it as Submit Employee Expenses – submit expense application. When needing to specify the operation to invoke select ApproveEmployeeExpenseBinding –> submitExpenseApplication from the available options. As a matter of best practices, I typically append the name of the process model object that is being interacted with in the name of the test step. This is important to maintain a visibility of which event in the process is invoked or which human task is updated/actioned.


  • Copy the following payload to trigger the business process. The combination of business unit and expense total will force the business rule activity in the business process to send this instance to a manager review.
<soapenv:Envelope xmlns:soapenv="" xmlns:app="" xmlns:empl="">
<!--1 or more repetitions:-->
<empl:Justification>Travel on Business</empl:Justification>
<empl:Justification>Travel on Business</empl:Justification>
  • It is also very important to note here that the business process, by the virtue of message based start and end events, is implemented as an asynchronous web service. When the process completes it will send an asynchronous call-back to the initiator at a call-back address. Basically Oracle BPM Suite 11g supports WS-Addressing. The conversation id generated in the previous step can be used as the unique correlation identifier when invoking the submitExpenseApplication operation. Also the initiator can define a call-back address (Reply To in the addressing header) where the engine can send the call-back response.
  • In soapUI WS-Addressing related headers can be added by clicking on the WS-A tab in the test step. The WS-A addressing enabled option has to be selected and the must understand flag is to be set to TRUE. The MessageID field is populated with the CONVERSATION ID test case property. Also provide a reply to address like below to let the BPMN engine register the the call-back address for this instance. This will be used in a future step.
  • The first test to be performed is to be able to successfully determine whether the soap request was successfully delivered to the end point. Since it is an asynchronous request, the response is not received in the same thread. Hence the only way to determine a success is to verify that the HTTP status code received is correct. To do that, add a status assertion for a Valid HTTP Status Code. Enter 202 (Accepted) as the expected status code. This status code reflects that the request has been accepted for processing, but the processing has not been completed. The request might or might not eventually be acted upon, as it might be disallowed or fault out when processing actually takes place. The 202 response does not requires an initiator’s connection to the server persist until the process is completed.


  • The above test step will create an instance of the expense approval process which can be seen and verified through the enterprise manager.  The next test step to add is to retrieve the composite instance, ecid and the composite state from the CUBE_INSTANCE and COMPOSITE_INSTANCE tables in the dehydration store against the conversation id. The conversation id supplied by the initiator is stored in the CUBE_INSTANCE table. This will correctly grab the instance metadata for the instance that was created in the test steps above.
  • Add a new JDBC Request test step and name it as Retrieve Composite Instance ID. A JDBC test step will require a JDBC driver and connection string and an SQL query to be specified. But before this can event work, you will need to copy the ojdbc5.jar under the $soapUIHome/bin/ext folder. This jar facilitates the connection to an oracle database from soapUI. The following values can be specified for the different properties in the JDBC request test step. Be careful to substitute the database connection details with the ones reflecting your environment.
Driver : oracle.jdbc.driver.OracleDriver
Connection String : jdbc:oracle:thin:ps5_soainfra/welcome123@localhost:1521:xe


  • The SQL query returns important metadata with respect to the composite instance that is created. soapUI allows adding assertions to each test steps in a test case. Assertions are a very good way to add functional validation at each test steps. The following screenshot shows the four different assertions that are added to this test step. The composite name and version are validated against the values of these properties specified in the functional test. The state value of 0 indicates that the process instance has been initiated.


  • The instance might not be created immediately and available to be queried against the dehydration store. It may take a couple of seconds for the instance to be initiated. It may be required to add a Delay test step in between the SOAP and JDBC request test steps.
  • The values retrieved from the JDBC request test step and the original payload passed in the SOAP test request can be saved to the test case properties so that they can be used in the next test steps. A Property Transfer test case can be added for this purpose. Name the step as Capture Process Properties and add four test step properties viz. ECID, INSTANCE ID, PAYLOAD and EMPID. For each of the properties the appropriate values can be captured by specifying the source test step, the variable (request, response or raw request, etc.) and the target test step property. When the property transfer test step is executed the test suite properties will have the most current values depending upon the payload entered and the results retrieved by querying the database schemas.


  • Once the process is triggered/initiated it creates an entry in the EMPLOYEE_EXPENSE_RECORD table with the relevant employee and expense details. The EXPENSE_APPROVAL_STATUS column at this stage should be marked with a SUBMITTED status, assuming it is used for tracking the state of expenses. From a functionality standpoint it should be verified whether this is indeed the status. To be able to do that is soapUI will mean creating another JDBC Request test step. Name this as Verify Expense Record – Create Expense Record (here Create Expense Record is the name of the BPMN activity in the process model which executes the database update).
  • In the JDBC test step, the connection string this time should be specific to the Expense schema that was created initially. The SQL query to fetch the record for a given employee is determined uniquely by the employee id and the record reference (populated with ECID).
  • In the same test step, assertions can be added to verify the expense approval status and also the expense approver, if applicable. A JDBC status validation assertion is also added as this is something that should preferably added to each JDBC Request step.


  • For this particular test case, the business rule will determine that a manager approval is required before the expense is presented to the finance user. The business process instances initiates a workflow task that is available to the designated user in his in-tray. In the most basic scenario the task is available to be be actioned by the user(s) assigned to the process swimlane role.
  • At this stage if the audit trail of the instance is viewed it will correctly represent that the process has initiated and is waiting at the Approve Employee Expense human task activity.


  • Interacting with the task is very easy and straight forward. Fortunately there is no need for a properly designed UI to be able to test the user interactions with the business process. Oracle BPM Suite 11g provides Human Workflow web services that can be invoked with the proper operations to simulate the UI behaviour.
  • When an instance reaches any human task activity the human workflow engine initiates a task with the appropriate task metadata along with a unique taskId and number.
  • The workflow engine captures this metadata in the WFTASK table in the dehydration store. Querying this table against the task definition name, composite instance id and the ECID will return a task identified for the initiated task.
  • Create a JDBC Request test step yet again and name it as Retrieve Task Identifier – Approve Employee Expense. Use a connection string specifying the details of the SOAINFRA schema and the following sql query to uniquely determine the task identifier for the initiated human task.


  • The task identifier that is fetched as a result of the sql query will be used in the future test steps to query and update task details using the workflow APIs. In order to use it forward, a property transfer step (Capture Human Task Identifier – Approve Employee Expense) has to be created to copy this value to the TASKID property of the test case.


  • This task id will now be used in the forthcoming test steps to operate on the human task. In order to do so, first of all we will need to add two more WSDL files to our soapUI test project. These WSDL files can be located at the following end points after substituting the appropriate values for the host and port where the soa server is running. This will add all the operations in these services to the soapUI project catalogue.
  • Once the WSDLs have been added, add another SOAP Request test step. When prompted for a name put Get Task Details from Task Indetifier – Approve Employee Expenses (long but very descriptive, pinning down the actual human task activity in the process model for which this test step is performed).
  • Select the getTaskDetailsByID operation in the TaskQueryService wsdl in order to retrieve the task details by providing the task identifier. Invoking this operation also requires appropriate credentials. The task identified is captured in the test case property TASKID. The operation returns the entire human workflow task consisting of the payload as well as additional task metadata. In order to ascertain that all functionality requirements are met, a couple of assertions could be added. As this is a synchronous service invocation, add assertions for a valid soap response, schema compliance and that no soap fault is encountered. These assertions are available in the Compliance, Status and Standards tab of the Add Assertion window.
  • Apart from the web service assertions, also verify that the task state is correctly set to a value of Assigned. Also verify that the task version reason is equal to TASK_VERSION_REASON_INITIATED confirming that the task is in an initiated state at this stage. These elements are child of the systemAttributes element in the task data and can be queried with the following XPath expressions.


  • The task metadata returned from the service call has a section called task payload. This represents the initial arguments passed to the human task when it is initiated. As part of a manager approval or any other interaction with a form based user interface, process participants may change data in the forms (editable arguments) after which they may action the task (reassign, delegate, approve, reject, suspend etc.). Depending upon the functional requirements of task management, we may have to create appropriate steps at this point and validate the behaviour. For instance, tasks may always be reassigned to a team leader who may then reassign them to actual participants who have to then action them. In this case a test step to invoke the reassignTask operation in the TaskService service may be required. This test case assumes that a team lead simply puts in his comments (which is part of the payload here and saved to the expense record table) and approves the expenses.
  • Add a property transfer step and name it as Capture Human Task Payload – Approve Employee Expense. The purpose of this step is to take the task payload from the response of the previous step, modify the comments child in the approval status element (replace it with a value such as “Manager Approved”) and transfer this to the TASKPAYLOAD property in the test case. In this example, an XQuery function is used to achieve this however any other smarter way can be employed too.


  • Once the payload has been modified (mimicking the user’s behaviour in the form), the task metadata has to be updated in the dehydration store so that the workflow engine is aware of the changes made. This can be done by passing the modified task data to the updateTask operation in the TaskService. Add another SOAP Request test step to call it as Update Human Task – Approve Employee Expense. Choose updateTask as the operation from the TaskService. soapUI will populate the default request but the service will work with only the credential of the user trying to perform the update and the task itself (which is now available in the TASKPAYLOAD property). Apart from the usual soap based assertions an important assertion to be determined here is the state of the verionReason element in the task. Verify that it is now modified to TASK_VERSION_REASON_UPDATED.


  • The final step in moving this task out of the manager’s inbox is to emulate his action, which can either be approve or reject. Task outcomes can be committed to the workflow engines through the updateTaskOutcome operation in the TaskService. Once an outcome has been received by the human task engine it will send a call-back to the business process with the response, which is waiting for it at the human task step. The business process will then proceed ahead, update the expense record table with the status of manager’s decision and evaluate the manager’s outcome at the exclusive gateway. As we are interested in the scenario where the manager approves the expenses the business process will initiate a task for the finance approver.
  • The operation only requires the outcome flag and the task identifier along with the user credential in able to submit the request. There is one important thing to be kept in mind in this test step. Only those users who have been mapped to the swimlane role to which the task is assigned or reassigned to can update the task outcome.


  • Create another JDBC Request step to verify that the expense record is updated with the expected value.
  • As the task moves to the Finance Approver’s inbox, the WFTASK table can be again queried to determine the task id corresponding to this task. The following query (similar to the one used before) can be used to retrieve the new task identifier. The only difference in this query is the TASKDEFINITONNAME filter, which basically have to be set with how the finance approval task is called.
  • At this point, a few of the test steps that were created to fetch the task id from WF task table, copy it to the test case TASKID, retrieve the task payload, modify it and then update the task outcome has to be repeated for the finance approval task too. To maintain visibility, append the name of the human task i.e Administer Expense Payment to each of these steps. After these steps are created the functional test case will reach a point where it has emulated all human steps in the business process, asserted the functional points, and verified that the instance is behaving as expected.


  • Once a member of the finance approval team approves the expenses, notice that the business process model updates the payment register as well as the expense record tables. The business process then ends with a message based event viz. expense paid. This triggers an asynchronous call-back to the client calling the business process if it is waiting for one.
  • As a next logical step in the functional testing scenario is to verify that the updates to the end systems has correctly happened and also to somehow receive the process end response to assert if it has the right status. It is also recommended to have some additional test steps to even verify that the instance state is marked as completed in the dehydration store to fully satisfy all functional aspects.
  • To begin with these assertions, add a Mock Response test step in the test case and name it Receive Process Callback Response – expenses paid. Select the expensePaid callback operation from the ApproveEmployeeExpensePortTypeCallBackBinding interface.
  • The port and the path has to be 2222 and ApproveEmployeeExpensePortTypeCallBackBinding respectively. This however depends upon what was entered in the original/initial soap request in the Reply To field. This step will automatically be populated with the callback response containing the approval status of the expense. Add the normal web services assertions to this test step as well an Xpath assertion to verify that the approval status is equal to FINANCE APPROVE


  • It is also worth while to add a property transfer step to Capture the Expense Amount total and assign it to the EXPENSETOTAL test case property. This is done by summing all the amounts in the expense list submitted by the employee.


  • As indicated earlier, the final steps in the test case is to create a couple of additional JDBC test steps to verify that the updates to the tables are consistent with the instance data by adding the necessary assertions.


  • Optionally it can also be verified that the process instance has successfully completed. This can be queried against the dehydration store tables. The CUBE_INSTANCE and the COMPOSITE_INSTANCE table stores the process instance header and the state data. The state column has a numerical value which can be translated into a very informative physical state of the instance. The given query can be executed to retrieve and decode the status from these two tables.
AND CU.ECID='${#TestCase#ECID}'
  • As a last step verify that the state in the cube instance table is CLOSED AND COMPLETED and COMPLETED in the composite instance table.

The test case is now complete in a way that it can successfully test all the major functionality of the business process. This increases operational as well as developer efficiency since continuous changes to business processes can be supported without too much worrying about them breaking existing logic. From here it is also possible to create functional test cases to test all possible paths of the business process. These test cases can be ran together as part of an integrated test suite. Creating additional test case is very easy as it mostly involves cloning an existing test case and making some necessary modifications with test data and steps. Once they are created they can be run together as part of the original Expense Approval Functional Tests suite either sequentially or in parallel.



soapUI also provides a way to run and extract reports out of these tests through ant/maven and hence it is extremely easy to incorporate them in the release cycle. If you can use soapUI pro, you have the out of the box ability to generate a wide variety of reports for the executed tests too. The basic version can be used to publish JUnit type tests, which I believe are good enough if considering running these tests in a continuous integration fashion.

Business process testing covers how well the system executes the functions it is supposed to execute; including user actions, data manipulation and integrations. It is done to validate the solution as defined in the business requirements and detailed technical specifications document for each processes. It may often contain the highest overall number of test cases, as it is focused on testing the entire system, not just small bits or units of code. Business processes are tested to ensure that the edits, changes, and outputs conform to the required specifications and/or expectations. Business process testing is also often the most complex area of testing as it involves testing processes during development cycles as it occurs and also when processes evolve through multiple changes post deployment. Automating this testing process will provide extreme productivity, quality and add dynamism to business processes. This article can be used as a reference to carve out a strategy to do so. Off course there may be may way but in my experience, I have found out this way to be effective, easy and without any financial obligation to invest in expensive tools.

The composite project, setup scripts, soapUI projects and some sample reports used in this article can be found here. Please feel free to share opinions, feedbacks and suggestions and I will be glad to provide any help.


Unit Testing Business Processes in Oracle BPM Suite 11g

One of the fundamental challenges that every individual/team experiences when implementing business processes using Oracle BPM Suite 11g is the ability to run unit tests. Managers and testers direly want unit testing from developers to ensure code quality and stability. Another important requirement around testing is around coverage i.e how to ensure that all possible scenarios represented by the business processes are properly unit tested. Having a stringent methodology towards unit testing and a framework of executing them every time a  functionality is changed or when the business processes are deployed is a much desired and essential feature. Unfortunately there is a dearth of information available for developers to be able to create a complete and comprehensive framework of unit testing. As such, a lack of this knowledge is a big deterrent and this blog will, in details, cover the soup to nuts of planning, creating and executing a unit testing methodology that provides an almost cent precent coverage of all scenarios in a business process.

The Problem Statement

The credibility of a business process lies not only in the way it has been implemented but also in it being diligently tested for all outcomes and scenarios. Business processes implemented with BPMN 2.0 posses a greater challenge as processes tend to be fairly unstructured and involve a lot of components like decision functions, workflow tasks, events and services to name a few. As such it is very challenging to ensure that the processes being implemented are fully tested and hundred per cent compliant with how they are intended to function. It is no surprise that without a concrete unit testing the QA phase of the project is marred with several issues and this is when you start to feel that a lot of bugs could have been spotted and fixed during the development phase if there had been some sort of mechanism to test various routes of a process map. To add to the woes, I have seen many projects either performing these tests manually as a series of steps per test case or trying desperately to create a complex framework of using API’s to initiate a process instance, obtain and complete task items, stub service components etc.  The problem with both these approaches are that they are time consuming and relatively prone to errors. Because every project is usually always on a tight schedule, these tests are not executed and the issues are not spotted during the development cycle. Another option is to use various off the shelf testing suites available in the market but they tend to be expensive, have a steep learning curve and may not always fit the the bill.

This article take a unique approach that employs the existing unit testing framework available with Oracle BPM Suite 11g together with proven scientific software testing techniques to achieve an almost full coverage of unit tests for business processes.

The Sample Business Process

In order to demonstrate the philosophies expressed earlier and the testing techniques to follow , this article considers a simple employee expense approval process that has primarily all the ingredients that any complex business process has i.e it is fairly unstructured, have business rules, human workflow components, arbitrary cycles, gateways and events.

The process is fairly easy to understand. There are two actors in this process viz. Expense Approver (typically a manager) and a Finance Approver. An expense approval request event is evaluated against a business rule to determine whether it can be automatically approved. If so, it is sent to a finance admin to review and disburse payment if everything is right and green. If the expenses over-reach the auto approval limits and/or if the finance admin rejects them, they then go to the manager who then have to approve or reject them. Only manager can reject an expense for it to be recorded as rejected. The finance approver can only refer it back to the manager if he finds it to be incorrect. Well, this may not be the ideal and most comprehensive expense management process, but for the purpose of this demonstration, this variation is fairly suitable considering the commonalities.


With the problem statement laid out and the sample business process being considered, the challenge is how can we guarantee that the different routes in this process can be thoroughly unit tested. 


The modelling workspace and the version of Oracle BPM Suite used in this demonstration is 11gR1PS5 i.e although the concepts discussed are generic and applicable to all versions. I have also used MS-Visio for the simplified block diagrams but any diagramming tool can be used instead.

Testing Methodology

The testing methodology being discussed here is holistically categorized into five different steps, with each steps being characterized by a distinct set of functions and objectives.


The first step is the structuring step wherein the process map needs to have a finalized structure with all scenarios being identified and modeled including the exception paths. The structuring step may begin with the definition of the highest level business process diagrams such as process choreographies or collaboration diagrams, etc. ( but it is to be considered complete when the BPMN models are finalized and approved.


This step is generally required if the business process is not straight forward and a plain vanilla type which is unusual in most cases. A reconstruction of the BPMN model is necessary to be able to evaluate the possible number of routes in the process map. The processes are simplified to be represented as block diagrams to uniquely identify all actors, events and sequence flows only with each of them marked generically. A couple of guidelines to reconstruct are:

  1. Represent each activity, event and sequence flow with a distinct name to convey the process flow (RULE for decision activity, SERVICE for sync/async communications with external systems, initial trigger and final outcome for events, approval actions for sequences etc.). You may use alphabets as suffixes if there are more than one similar activities.
  2. Optionally use colour coding for sequence flows to represent happy and alternative paths in a business process.
  3. Use markers in sequence flow to indicate its execution ability (parallel, conditional, inclusive etc.) with respect to other sequence flow from the same activity.

The following diagram represents a simplified skeleton for the expense approval business process with bare minimum semantics. As you can see that the model generalizes the name of each activity/event/sequence in the business process. A default and a conditional marker is also used to represent the execution flow path from a given node. 


There is just one more step to reconstruct the diagram further. For as much as possible, try to group the likely marked activities together to make the diagram look simpler.  The final reconstructed diagram should ensure that each activity has uniquely different sequence flow originating out of it. If there are more than one similar sequence flow that originates from an activity then group them as one. For instance there are two default sequence flow originating out of the FINANCE activity and leading to the service activities SERVICE C and SERVICE D. These activities have to be combined/grouped to represent a single activity and there should just be one default sequence flow leading out of the FINANCE activity into it. The simplified and final reconstructed model would look like the one shown below.



Having a simplified and reconstructed model is a significant milestone as it is required to measure the number of linearly independent routes in a business process. This is a very essential piece of information to derive at the minimum number of test cases required to unit test the business process to ensure it has a full coverage. To determine the minimum number of test cases required to cover all possible process routes for the expense approval business process, McCabe’s Cyclomatic Complexity algorithm can be applied.  Cyclomatic complexity can be computed using the reconstructed control flow diagram of the business processes. The Basis Path Testing by McCabe who first proposed it, is to test each linearly independent path in the business process; in this case, the number of test cases will equal the computed cyclomatic complexity.

The cyclomatic complexity, M, is evaluated as:

M = S – A + 2E


 S = the total number of sequences (edges) in the restructured process diagram
A = the number of events and activities (nodes) in the process
E = the number of end events in a business processes (connected components)

Looking at the restructured process map for expense approval will reveal that there are 10 sequences and 9 nodes (6 activities, 3 events) and 2 end events. Hence the maximum number of test cases required for full test coverage can be determined as:

M = 10-9+2*2 = 5

It is now easy to determine the test cases to be executed by a casual inspection of the reconstructed process graph. The following test cases shows the various routes a process can take from the conditional nodes.

Test Case 1: Submit, Auto Approve, Finance Approve, Approve
Test Case 2: Submit, Auto Approve, Finance Reject, Refer
Test Case 3: Submit, Refer, Manager Approve, Finance Approve, Approve
Test Case 4: Submit, Refer, Manager Approve, Finance Reject, Refer
Test Case 5: Submit, Refer, Manager Reject, Reject

Another important use of McCabe’s number (cyclomatic complexity calculation) is to understand and limit the complexity of a business process. It is recommended that the complexity of a business process should not exceed the figure of 10. If it does then it is advisable to split it into multiple processes.

Process Implementation

The expense approval business process implementation is not covered in this blog but readers are free to create an expense business object, define the conditional logic, auto generate UI for the task forms and so forth. If you want to spare yourself from that effort then an implemented process can be downloaded from here. The implemented process looks like below in the studio canvass.


Test Suite Creation

From a unit testing perspective, there are two things that should be predominantly tested. One is the business process itself and all its possible paths. This has been explained already and a strategy defined. Another thing that is important to test is the business rule component.  Well the approach to be taken depends upon the nature of the rules and their effect on the business processes. If the business rule is merely to dynamically determine a condition that defines the process path (followed by an exclusive gateway) then testing the business process should cover it. However, if the business rules executes conditions to create dynamic process data, then testing the business processes is not sufficient. A more thorough unit testing of the business rule must also be carried out.

The below three blog posts cover testing of business rules extensively by a wide variety of means.

This blog intends to build upon the strategies covered in the above posts but also refine it further to create automated tests that can be executed using Ant or Maven and a detailed JUnit type report published for them.

Unit Testing the Business Process

There may be many strategies to test the business process in an end to end manner but this post focuses primarily on unit testing. This is more appropriate is scenarios where a testing has to be carried out by possibly stubbing out behaviours of external systems that the business process is dealing with. A readily available and out of the box tool to test a business process is the composite test framework. But the interesting challenge is how this framework can be used to test a business process with complex human tasks, events, business rules, etc. and this is something that is aimed here.

  • Begin by creating a test suite by right clicking on the testsuites folder under SOA Content in JDeveloper. Name this test suite as ExpenseApprovalTest. This will create a folder by this name and some auto generated contents within them.


  • Next right click on the generated test suite and click Create Test to create a unit test case for the composite. It is advisable to put an apt name and description for the test case so that it explains the scenario being tested. This will generate an .xml file by the test case name in the tests sub-directory.


  • Double click the .xml file to open it in JDeveloper. The editor opens the test view of the composite with all the services, components and references. This test view allows to create pretty sophisticated unit tests by providing the following options.
    • Define Initiate Messages to start the business process if it is based on a message based start. Else initiate events or the Initiate task can be used to invoke a manually triggered business process.
    • Each wire leading from the service, component and reference can be configured with Wire Actions. The wire actions can emulate the response from the target component if the component is not implemented. The wire action can also assert expected response(s) with the actual response or the emulated response from the output message of target components. Multiple assertions can also be configured on the same wire actions.


  • Double click on the binding element at the ApproveEmployeeExpense service. This launches the Initiate Messages wizard. Generate a sample message that conforms to the request type that this service expects.


  • The generated sample has dummy values which can be replaced with actual test values. In this case, use the following sample request.  This message is used to invoke the submit expense application start event message in the business process.

Initiate Message

<submitExpenseApplication xmlns="">
<Expense xmlns="">
<Justification>Travel on Business</Justification>

  • As the message arrives in the business process, an expense record is created in the database with an initial status. The operation to insert a message in the database is one-way and hence from the testing perspective, it is good enough to assert what is going in. A valid assertion for unit testing for this test case is to validate the expenseTotal element in the input request and match it to the sum of all expenses in the expense list.


  • The next step in the business process is the business rule task and the response (output) from the business rule can be asserted by modifying the wire action between the business process and the business rule. At the moment the business rule is configured to respond back with a status of pre-approval i.e whether an approval from the manager is required or not. This test case assumes that the manager approval is not required as the values in the expense item list determine the rule output. This can be asserted against the expected response. The business rule is configured to auto approve expenses less than 10k for employees in the Sales business unit Sales (determined by the integer value of 1).
  • At this point the business rule component can be opened to see how it processes the employee expense fact and what is the response action.


  • As mentioned before, it is recommended to have a detailed unit testing suite created solely for business rules as they may or may not determine the process path. Also the business process testing should be based on the rule outcome which is either Approved or Referred. But the business rule outcome can depend upon a lot of factors. For the example considered here, the business rule vets the outcome differently for different business units i.e the auto approval threshold is different depending upon the business unit the employee belongs too. Hence it is advisable to test the rules separately. A quick approach to do so will be discussed here shortly.

  • The next activity that will be executed in this test case is the Administer Expense Payment human task assigned to the Finance admin. Till this point all the activities being asserted against will automatically produce a result/outcome. But a human task is a manual step in the business process that is performed by a process participant. Hence the way to emulate a human task response in a test case is tricky. Fortunately the test composite allows emulating call-backs for human tasks that can mock task execution.

  • Begin by double clicking on the wire between the business process and FinanceApproval human task component. This, as usual, launches the wire action wizard. Select initiateTask from the list of operation to emulate its call-back. The call-back should be emulated when the task has been completed and hence the callback operation to be chosen is onTaskCompleted.

Generating a sample for the call-back operation creates a workflow task request based on the task schema. It is complicated to create values based on this schema initially so it is advisable to get a generated one and then use it while creating the test case. All values in the task xml are unimportant except for the values within the payload element under the root and outcome element under systemAttributes. The payload content corresponds to the data object (s) defined for the human tasks and is used for passing the values to the process variables. Whereas the outcome is used to determine the business process flow beyond the human task.


  • Repeat the exact above steps for the updateTaskOutcome operation too. Behind the scenes when a human actor logs into the task workspace the following things happen.
    • Depending upon the workspace preference and role a list of tasks are displayed to the user. The queryTasks operation is used with the proper predicate for this purpose.
    • When a task item is selected the getTaskDetailsById function is executed to retrieve the details specific to the selected task.
    • All updates, captures and saves to the task in the workspace are persisted in the dehydration store via the updateTask operation.
    • When the task is finally actioned its outcome and state is updated via the updateTaskOutcome operation which sends a callback to the waiting business process instance about task completion.
  • The operations discussed here were just a high level overview of what happens to a human task in the general scenario. There are infinite other possibilities of what stages the human task may go through in terms of assignments, renewals, expiries etc. However the business process does not care about all that. It simply waits for a callback from the human task which happens either when the task is actioned or when it expires.
  • Emulating the callback for the updateTaskOutcome will pass the control back to the business process and it will then process ahead depending upon the task outcome. The task outcome for this test case is set to Approved.


  • The following request can be used to emulate the task responses for this project. The outcome determines what is the action performed on the task where as the payload corresponds to what the user sees in the screen and conforms to.

Task Response Payload

<task xmlns="">
<title>Approve Expenses for Arun Pareek</title>
<ExpenseApproval xmlns="">
<ns2:Employee xmlns:ns2="">
<ns2:ExpenseList xmlns:ns2="">
<ns2:ExpenseList xmlns:ns2="">
<ApprovalStatus xmlns:ApprovalStatus="">
<Comments>Expenses Approved</Comments>
<taskViewContext>Action Required</taskViewContext>
<activityName>Administer Expense Payment</activityName>

  • Post approval by the finance admin the last step in the process is saving the payment record in the database. This also being a one way operation, from the unit testing perspective add a test check to ensure that the payment amount being saved is equal to the sum of all amounts in the payment list.
  • This is done by adding an assertion in the wire between the RecordEmployeeExpense component and PaymentRegisterService reference in the test composite view.


  • Business processes ending with a message end event are asynchronous in nature (in most cases) where as the ones ending with an empty end events are one way. The ExpenseApprovalProcess is an asynchronous business process as it has an message based end event that sends the final status of the approval request. This status can also be asserted to test if the clients invoking the business process get a valid business response. The final assertion in the test case.
  • Response from the business process can be validated by asserting the payload of the call-back operation expensesPaid. The expected value of the approvalStatus should be FINANCE APPROVE for the given test case which can be entered in the assert value text field.


Apart from the unit testing steps covered, there is no harm in adding more test conditions. This has to be determined on use case basic and quality of unit testing to be produced. Also add as many test cases as derived according to McCabe’s number.

Similarly test cases have to be added to test each possible path in the business process as determined by the cyclomatic complexity algorithm. Alternatively download the composite to see all the test cases created for this exercise.

Unit Testing the Business Rule (s) Components

As explained earlier, it is recommended to not mix business rule testing and business process testing together. As you can see that there are only two possible approval statuses from the cascaded business rules below. The business process takes a due transition only based on the business rule outcome, i.e, the approval status. However the approval status could itself be derived in a lot of ways depending upon the business unit of the employee submitting the expense and also the sum of the expense amount.


To create using testing for business rules, I would recommend going through my previous blog that explains this in great details. The blog can be accessed here:

One missing piece to the puzzle however is to to plug the testing framework with ant or maven so that they can be run as part of the build and deployment cycle. This is briefly discussed in this blog too.

Test Execution

Using Enterprise Manager

The easiest way to invoke the unit test suite is by deploying the composite and then initiating the testing from the enterprise manager console.

  • Start the soa/bpm managed server and deploy to the composite to the default partition.
  • Login to the enterprise manager and then navigate to the ExpenseApprovalComposite under the deployed partition.
  • Clicking on the Unit Tests tab will show all the created test cases under the test suite. All or some of the test cases can be selected and then click the Execute button.
  • This will prompt for naming the test run. Provide a name and then click OK to start the testing.


  • Once the tests have finished executing the Test Runs displays the final status of the test run along with statuses of each test case. A detailed report is also available in the trail showing how each assertion fared. The Enterprise Manager offers a great view in terms of determining what the actual value of a given step was against its expected value. It also does a full XML compare to show the difference between expected and actual XML structures.
  • This is a great way to test/smoke test on-demand to determine if any changes made to the business process doesn’t effect its core flow and functionality.


Using JDeveloper Studio

Business rules created as part of the project have a great means to be unit tested using the out of the box test features. A test suite XML can be created for a given decision function that may contain multiple test cases. Each test case is comprised of an input structure to the business rule and an expected output structure which is ascertained with the actual output of the rule.

Running the test from the studio also creates an inline test report with all the details about each test case and the overall test suite.


These approaches are good and provides a mean to ensure that a proper checks and balances are executed before deploying the project for any changes/incremental changes. However more rigorous quality checks can be implemented by automating the execution of these tests with each build and deployment cycle.

Test Automation

In order to industrialize the entire process of unit testing for it to be running with each deployment/release, it is essential that the test execution step be automated. It is highly desirable that with reach minor/major deployment, and ANT or a MAVEN task can be executed to test the business process and the business rules to produce a release specific test report. The composite test framework provides this capability out-of the box through a ANT file (ant-sca-test.xml in the MW_HOME/Oracle_SOA1/bin directory) and it is very convenient to use. However the problem with it is that it cannot test the business rules. This is a big limitation as far as a total test coverage is concerned.

However overcoming the limitation is easy and explained in the steps that follow. I managed to create a utility framework in Java using the business rules API’s and creating custom ANT tasks to test business rules, once they have been created by following the approach covered above and produce JUnit type reports. The composite test framework can also produce html reports with the test execution statues. However these reports can also be configured to be based on JUnit standards. Hence it makes sense to create all reports that are JUnit based particularly as tools such as Hudson can be configured to point to the report directories and automatically read test report files. It can do the rest in terms of embedding the test report per build/deployment.

  • Right click on the project in studio and create a new Ant build file from the project.
  • This generates two files (build.xml and with all the class path and dependencies that the project is base on. This is a good starting point to modify and customize these files to add custom targets and properties execute both the composite and rule tests.


The customizations to the file are specific to the middleware installation folder. The property file also needs access to the BPM server to deploy and unit test the composites. A sample property file from my project is copied below.



# Environment Homes

# Output Directories

# SCA Test Parameters

The entire build.xml file can be downloaded from here. However the two targets of interest to execute and report the composite tests are scatest and scareport. The scatest Ant target is executed by specifying a bunch of properties that are sourced from the file. An important parameter is the xsl attribute. This determines the format of the report that is generated. The default property is overwritten with the value of junit to create JUnit type reports.

Creating and Configuring the ANT build/property files

<property name="scatest.tasks.class.path" refid="classpath"/>
<taskdef name="scatest" classname="oracle.integration.platform.testfwk.ant.ScaTestTask" >
<pathelement path="${scatest.tasks.class.path}"/>

<target name="scatest" description="Run the unit test cases in the Business Process" depends="compile,copy">
<echo message="Classpath = ${classpath}"/>
<echo message="Middleware Home = ${MW.HOME}"/>
<echo message="Running scatest using ORACLE HOME = ${JDEVELOPER.HOME} ${WL.HOME}"></echo>
<echo message="Using context ="></echo>
<scatest compositedn="${scatest.partition}/${scatest.input}" timeout="${scatest.timeout}"
xsl="${scatest.format}" runname="${scatest.runName}" resultsdir="${scatest.result}" context="${}">

<target name="scareport" description="Generate JUNIT type report for composite Test Suites" depends= "scatest">
<echo message="Generate report to ${scatest.result}"/>
<junitreport todir="${scatest.result}">
<fileset dir="${scatest.result}">
<include name="*.xml" />
<report format="frames" todir="${scatest.result}/html" />
<exec executable="cmd.exe">
<arg line="/C start ${scatest.result}/html/index.html" />

These targets can, in the most basic way be invoked by right clicking on the build file and selecting Run Ant Target > scareport. The wider possibility in the greater scheme of things is to execute this targets from a build control tool such as Hudson. Now, instead of Ant these targets can even be maven-(ized).


The composite test report is currently generated in the SCA-INF/out/scatests directory and automatically launched when running the scatest target. It shows the execution status of each test case and detailed failure report.


Integrating the Rule Test Framework

In order to execute the testing of business rules from a continuous integration standpoint, I have developed a Rule test framework which is wrapped over by an Ant command to test as well as generate JUnit based reports. The test framework is generic. A business rule can specify any number of test suite’s. The framework can read any number of test suite XMLs, unit test the business rule component against them and generate a report.The business rules test framework is a set of utility classes that in turn leverages the business rule APIs.

Creating Rule test and report targets

<target name="ruletest" description="Execute unit tests for business rules" depends="compile,copy">
<echo message="Using path = ${classpath}"></echo>
<java classname ="com.rxr.ruletest.RuleTestRunner" classpathref="classpath" logerror="on" failonerror="true" />

<target name="rulereport" description="Generate JUNIT type report for business Rule Tests">
<echo message="Generate report to ${ruletest.result}"/>
<junitreport todir="${ruletest.result}">
<fileset dir="${ruletest.result}">
<include name="*.xml" />
<report format="frames" todir="${ruletest.result}/html" />
<exec executable="cmd.exe">
<arg line="/C start ${ruletest.result}/html/index.html" />

The utility classes take care of report generation as well thus allowing robust testing that can be included as part of the build automation.



In the end it will be unusual to explain the benefit of establishing automation practices for every component being developed as part of a business process. My colleague, Craig Barr, recently pointed out in his recent blog about SOA and BPM industrialization, the importance of unit testing in a software delivery cycle. Craig mentions:

“Unit test everything! It is a myth that vendor tools don’t cut it when it comes to testing. You just need to know how!”

All files, resources and projects used in this blog can be downloaded from this location. As always I would love to have any feedback so please don’t hesitate provide any suggestions.


Open a Workflow Task or Instance Trail from Oracle BAM 11g

An interesting requirement that I have recently seen a lot of clients demanding in their BAM dashboards is the ability to action or monitor process instances. Oracle BAM 11g typically provide means to create real time dashboard for process metrics to business process stakeholders. However a lot of organizations are beginning to prefer to also use it as a starting point to get more insight into instance details (such as in-flight status, flow trail, fault information, etc.). One of my reputing requirement in the past was so much as to provide a mechanism to open actionable task forms directly from BAM. And then sometime back I had the same question asked again as how to open a process instance trail directly from Oracle BAM 11g to view its fault details. This is a natural demand for process owners typically in the support role who are alerted of fault notifications from BAM and would not like to go through the trouble of going back and forth the BAM dashboard and the Enterprise Manager console to correlate instances together. This eventually led me to believe that, it is in fact a sought after requirement and hence this article will aim to provide a detailed and step by step guide to define and implement this use case.

In a nutshell, this article will demonstrate creation of actionable links in a BAM dashboard to view and instance trail of a composite instance and from there dig into its audit trail or flow trace. Another useful feature demonstrated will be the use of Action Buttons in Oracle BAM 11g dashboard to launch instances of human workflow tasks of a BPMN composites awaiting to be actioned from designated process users. When such an instance is clicked the user is taken to the BPM workspace UI and take an action on the selected task.

This allows business users to seamlessly monitor business applications and processes and be able to correlate them with instances appearing across different UI’s of the Oracle SOA Suite 11g product suite such as BPM Workspace and EM Fusion Middleware Control console. It is essentially useful for organizations that intend to use Oracle BAM as an operational dashboard for process users in addition to it being used as a real time business metrics monitoring and alerting dashboard.

Take a Sneak Peak at the Use Case

The following video will show a sneak peak of the use case intended to be demonstrated in the course of this article.

During the course of implementing the use case, the article will also describe the following activities in detail:

  • An Overview of creating and assigning values to a business indicator and publishing it to Oracle BAM data objects at runtime.

  • Configuration changes involved in sending the process metrics data from a BPM process to BAM data objects such as activating sampling points, enabling data targets, configuring the OracleBAMAdapter and altering BPMN engine MBeans .

  • Create Streaming Action Lists in an Oracle BAM reporting view to track in-flight instances of a composite that are assigned to process owners, waiting to be actioned. and a list of completed instances.

  • Create an action list of completed instances and define an action to launch their audit trail in the Enterprise Manager console. This concept is useful as this can be extended/customized to instead create a list of faulted instances for users to gain detailed insight into the fault details from the Enterprise Manager Fusion Middleware Console.

  • Configure External Data Objects and create lookup fields in BAM.

  • Create and configure action buttons in Oracle BAM to open an external URL and pass the value(s) of a column in an action list for a selected instance to the URL term.

To gather process metrics and activity instance data in BAM to be able to build the reports, an existing BPMN based composite will be used. The composite project can be downloaded from the example demonstrated in an earlier BPM post on event based gateways. The article also describes the use case the project tries to address in details.

The download link for the application workspace is provided in the aforementioned article. The soapui project to create sample instances and thus populate the BAM reports is provided at the end of this article.


The modelling workspace and the version of Oracle BPM and BAM Suite used in this demonstration is 11gR1PS5 i.e although the concepts discussed are generic and applicable to all versions.

Creating the Business Indicator(s)

Import the application workbench consisting of the modelled process in JDeveloper. To begin with the article describes adding a business indicator to capture the credit card approval status as the instance progresses through multiple activities.

In the JDeveloper menu click on View > BPM Project Navigator and open the AccountOpeningProcess business process. You will notice a Structure pane visible in the bottom left hand side of the editor. If the structure pane is missing then click on View > Structure to be able to see it. Expand Business Indicators > Dimension and right click on it to be able to add a new dimension of type String. Name the dimension as cardApplicationStatus. For simplicity this article just has a single business indicator, though in real business processes you may end up having multiple KPI collecting indicators.


Once an indicator has been defined, it has to be assigned a certain value to depict a business friendly state of the process instance is currently in. Have a look at the red information rectangles for the AccountOpeningProcess as depicted in the screenshot below. They may well represent the various business friendly stages of the application status. For example, when a New Application request is received  by the process the business indicator may be set to “PPLICATION IN PROGRESS indicating that it is being currently processed upon. If the customer for any reasons wants to terminate his application midway while his initial request is in-flight, the application status may be transitioned to “REQUESTED CANCELLATION”. Similarly there may be other intermediate statuses that can be captured in a long running business processes and be presented to business stakeholders or process owners.


Populating a business indicator with a pre-determined value is straightforward. It is in a similar way as a value is assigned to any other process variable. Double click on the New Application start message event and then on the Data Associations link. Simply drag the Expression icon on the cardApplicationStatus metric variable under OnlineAccountOpenin>DataObjects on the right hand side of the Data Association wizard and assign it a static value of “APPLICATION IN PROGRESS”.


Similarly, double click the Cancel Application intermediate event and then assign REQUEST FOR CANCELLATION to the same business indicator from the Data Associations link. When the business processes receives an intermediate request for cancellation while the task is still in progress, the cancel application intermediate event is invoked and the latest status of the process instance (determined by the cardApplicationStatus business indicator) is replaced. Use the same technique to assign other possible approval states to the business indicator for other activities.


Configuring Sampling Points and Data Targets

Now that the business indicators are assigned appropriate values describing meaningful process states, the next thing is to publish these indicators to BAM. Readers familiar with Oracle SOA Suite will know that sensors can be defined for the BPEL engine to automatically publish their data to BAM data objects in real time as soon as their values in the business process changes. Unfortunately as of now, sensors cannot be defined in Oracle BPM Suite. Instead there is a concept of Sampling points.  The BPMN Service Engine uses the defined sampling point configuration to decide when and where to publish process analytics information. Process analytics sampling points can be created for all activities, just interactive activities or disabled altogether. The process metrics can be published internally to the in-built cube star tables in the SOAINFRA schema or externally to BAM data objects. The process sampling points can be configured by right clicking on the BPM process from the BPM Project Navigator view and then clicking Project Preferences . This article needs sampling points to be generated for all activities in the business process, hence Generate for All activities from the Project Sampling Points radio options is selected. Sampling points capture a host of other information in addition to capturing the values of defined business indicators such as performance and workload metrics. Also note that choosing Generate for All Activities will generate a lot of data to be published to BAM. More information about Process Analytics and Sampling points can be read at the official Oracle documentation site at

By default the sampling point only publishes process metrics to the internal CUBE_* tables in the SOAINFRA schema. To publish these analytics data externally to BAM click on the Data Targets tab and check Enable BAM option. Also change the default Data Object Path to something like /Customer/AccountInitiation. This ensures that all data objects pertaining to a project are created in the folder hierarchy entered in the data object path field.  This external publishing of the BPMN engine data to BAM data objects in the active data cache is taken care by the OracleBAMAdapter. This adapter has two predefined connection factories. It allows either publishing the data to the BAM engine either through a RMI interface or through a web service interface.  The BAM Adapter JNDI name for these interfaces is either eis/bam/rmi or eis/bam/soap respectively. The eis/bam/rmi provides a better performance as this doesn’t employ the BAM web service interface and used preferably if the BAM and BPMN engine reside in the same JVM.


Configuring the OracleBAMAdapter

The integration glue that binds and permeates instance metrics information to pass from the BPMN engine to the BAM active data cache is the OracleBAMAdapter. The  BAM adapter needs to have the same JNDI (one that was selected in the previous step) configured that is pointing to the correct instance of the BAM active data server. Oracle Weblogic Server administration server console provides the mechanism to view and edit BAM adapter configuration properties. Login to the administration and navigate to Summary of deployments > OracleBamAdapter > Configuration > Outbound Connection Pools and click on the eis/bam/rmi connection pool to view its default configuration properties. These properties may have to be changed to point to the correct instance of the BAM active data cache server. It is also important to note that any change in these adapter properties are applicable only when they are saved and the adapter configuration is updated. This typically happens when the adapter is either redeployed with the changes in the plan file or updated with  the saved changes.  Proper configuration of all of the above settings is important for the BPMN engine to be able to plug with the BAM server.


On an Oracle BPM Suite 11g PS3 and above, with only these changes in place, simply deploying the BPM project will create the necessary data objects in the BAM active data cache. Open the Oracle BAM console and click on the BAM Architect view to be able to see the list of data objects existing in the BAM active data cache server. Notice the AccountInitiation subfolder created under DataObjects > Customer folder. Under this hierarchy will be the data objects containing the instance metrics data published from the BPMN engine. Later parts of this article will show how these data objects will be used to create interactive reporting view in BAM.


BPMN Engine MBean configuration Alteration to Allow the engine to post data to BAM

As discussed earlier, the above set of configuration changes are sufficient to create the data objects when the business process composite is deployed to the application server. Now when an instance is created and executed it is expected that these data objects will have process metrics value populated at near real time. However the contents of the data objects are not be populated unless a certain disable action to supress process measurements to be sent to the BAM engine is turned off. Login to Oracle Enterprise Manager Fusion Middleware console and navigate to soa-infra > SOA Administration > BPMN Properties > More BPMN Configuration Properties to view the configurable BPMN engine MBean properties. Scroll down the list to see the DisableActions property. The default value for this property is BAMCommand, which supresses measurement actions to be sent to BAM. Clear this field (leaving it blank) and save the settings. If another instance of the BPMN process is now executed, the BAM data objects will being to be populated with measurements obtained for the  various process activities.


Creating the Reporting Dashboard in BAM

With the data objects being able to receive measurement data from the business processes, the next thing to do would be to create the BAM reporting dashboard. The dashboard to be developed in this article will have two horizontal regions each displaying a streaming action list of its own. The idea is to have one of the horizontal view displaying recently completed instances and have a hyperlink defined to launch its detailed audit trail in a pop-up while displaying the list of in-flight instances in another. The view showing the in-flight instances will also provide an action button to launch the approval task form for the the selected instance.  As a desirable feature a similar  streaming list of displaying the faulted instances can also be created that leads process users enlisted as support stakeholders to the flow trail to know the exact point and reason of failure.

Login to the Oracle BAM 11g console and from the landing page click on Active Studio (this is where reports and alerts are create in BAM). Click on the Create a New Report link to open the tiled report template selection screen. Select the template titled Two equal horizontal tiles with thin separator. From the list of various report types in each of the horizontal tiles select Action List and  title the report as Credit Card Approval Scoreboard. Each of the report views will prompt for a data object to be selected from which the view will sources its data content.

The upper horizontal tile is used to display a list of completed instances. For this view select BI_default_OnlineAccountOpening_AccountOpeningProcess as the data object and then click on the Fields tab. This lists all the fields in the data object. From a reporting standpoint, it may not necessarily make sense to display all the fields in the data objects but only a few important ones.  For the report in this article, the selected fields are COMPOSITE_INSTANCE_ID,  BI_NAME, COMPONENT_START_TIME, COMPONENT_END_TIME, COMPONENT_INSTNANCE_STATUS, COMPOSITE_NAME, COMPOSITE_REVISION, DOMAIN_NAME and METRIC_cardApplicationStatus. These fields however will appear in the report in their alphabetical order. To change this check the select-boxes corresponding to these fields and use the Arrange icon to rearrange them to be displayed in a custom order. Optionally the report can also be pre-sorted based on values a particular field by moving the field under the Sorted Fields panel in the Sort tab.


Another important thing worth mentioning here that if the view configuration is left just as it, a whole lot of duplicate instances will appear in the list. They are not necessarily duplicate as the process measurement data is published for every activity. Therefore the same composite instance will have as many rows in the data object as the number of activities in the original business process. There will however be only one row with the latest snapshot of the process. In order to show only the unique and non duplicated list of composite instances in the streaming list the Filter tab can be used to and add a filter expression to discard the non-latest snapshot of an instance. Add a new filter entry and for the filter expression select the field as LATEST from the data object fields, the comparison type as is equal to and equate it to a value of Y. For the report in this article, yet another filter is added to display only the approved instances by adding a filter expression to equate the METRIC_cardApplicationStatus field to a value of APPROVED. The list can be narrowed further by adding more filters to the list.


The Properties tab allows to change the view name, fonts and other visual aspect of the streaming list.The final streaming list view should resemble something as shown in the below screenshot.


Hyperlinking a Column in the Report with an Action

Well, the teaser video above showed that the composite instances in the view were hyperlinked which when clicked pops up the audit trail (as seen from the composite dashboard of Enterprise Manager Fusion Middleware Console) for the selected instance. Now for the creamy part of this article, it will be described to create and implement action buttons in Oracle BAM and how they can be used in a report. Select the Completed Instances streaming list report tile and then click on the Change Report Properties link under the report Actions menu. This opens the Report Properties popup dialog. Click the Actions tab and then the New button to create and configure a new action for the report. Provide a name and optional description for the action name and hit Next.


The Action Type lists various action that can be performed on data in a report such as executing a read/write action on data input, selections from that action list or form, open an external URL etc. From the options in the select the Open a URL radio box and then click on Next to open the Action Editor. The action editor provide a very convenient feature to construct a URL by creating a combination of terms term which can be concatenated in the end to form the final URL. These terms can be configured to either have constant values or represent dynamic columnar values from any selected view in a report.


Before being able to configure the URL term, it is required to know how to open the link to the audit trail of an instance. The audit trail of any composite instance can be directly viewed in the browser by using the link below.


The link, however is made up of a lot of instance specific information such as the host, port and partition of the soa server where the composite is deployed to, its version and the instance id. Interestingly all but the host name, port name and the domain name (Weblogic server domain name) can be figured out from the default data object itself. They can either be hard coded for each instance of the BAM server to have the corresponding value of the SOA server or the other ingenious way is to create a table in the database and read the values from it. The instance specific information can be directly derived as values of the selected row from the view list. There are other ingenious ways to do it if you dont want to hard code these values. Entering constant values for a URL term is pretty simple. Simply choose the Mapping Type as Constant Value to be able to enter the hard coded part of the URL.


The dynamic part of the URL value can be added in a two step process. First select the choose Value from a List View radio buttonin the Mapping Type and then select the view from the report skeleton containing the streaming list to populate a drop down of the data object columns used in the list. Select the appropriate column value that is needed in the URL. For instance, the COMPOSITE_NAME, COMPOSITE_REVISION, DOMAIN_NAME (this is the partition contrary to the Weblogic domain name) and COMPOSITE_INSTANCE_ID may be required as dynamic values in the URL. There is no restriction on the number of terms that can be created as a combination of constant and lookup values to form the complete URL.


The final Open a URL configuration screen will contain multiple entries that are a combination of constant hard coded values and dynamic values from the list. These are concatenated together to form the actual URL for the hyperlink to be launched when the composite instance column is clicked in the list view. The wizard also allows editing the features of the popup. Click on the Click here to edit Windows features link and choose Full screen for both the width and height of the popup window to display it in full screen mode.


Now that the action is defined the last remaining bit is to configure the action button itself. Click on Next to be presented to the Button Formatting screen. Select the Display the button in a view radio button and from the visual empty report  skeleton select the streaming list view to which the URL action needs to be added. As a hyperlink is desired on the composite instance id column for the view check the Display as a column of formatted links in the selected view option and from the Column to format dropdown choose COMPOSITE_INSTANCE_ID. Click OK on all the screens to save the changed report properties.  With this the configuration changes required for the Completed Instances view of the reporting dashboard is complete. The article will shortly demonstrate how the final view looks like and what does the configured action list do.


Adding the SOAINFRA Schema as an External Data Source

In the following part of the article, another interesting aspect of the use case that is to view the task form of an instance that is awaiting an action from a process user will be demonstrated. But before going ahead with creating the report view there is something else that has to be taken care of. In order to open a task form corresponding to a particular instance id, its taskId is required. Unfortunately the default business indicator metrics data object does not contain the task id. The easiest way to lookup taskId for a composite instance is to query the WFTASK table in the SOAINFRA schema.

select taskid,state from wftask where compositeinstanceid=?;

However the problem is that composite instance id and taskId share a one to many relationship. The query to retrieve taskdId from compositeInstanceId my return more than one row and not all of them can be used to open the task form. Another important thing to know would be that only the taskId row that has the value of the state column as ASSIGNED indicates the current task(s) that are pending actioning from process users. This is achieved by simply appending a filter on the state column.

select taskid,instanceid,ecid from wftask where compositeinstanceid=? and state=’ASSIGNED’;

It is therefore required that there is some sort of mechanism available in BAM to lookup these required field from the database table. This is facilitated in Oracle BAM using external data sources. To begin with open the BAM Architect view from the landing page and click on External Data Sources. Click Create to configure an external data source, provide a suitable name, say SOA_INFRA and connect to the [PREFIX]_SOAINFRA schema. Check out the screenshot below to see as how to provide the schema name, password and the connection string. Verify that the connection to the schema is established by clicking the Test button at the bottom.


Creating an External Data Object with the WFTASK table

The external data source can now be used to create an external data object. Browse to the AccountInititation subfolder and click on the Create Data Object link to create a new data object. Name it as TaskDetails. Check the option box beside External Data Object  indicating that this data object sources its content from a database table instead. Select the external data source that was created in the previous step and then select WFTASK from the dropdown under External Table Name. The columns of this database table are now available to be added as fields for the data object by clicking on the Add a field link. The fields that are added from database table are COMPOSITEINSTANCEID,TASKID,PROCESSDUEDATE,ACCQUIREDBY,ASSIGNEES,ASSIGNEEUSERS,CREATOR,STATE,INSTANCEID,ECID. Note that only a few of these fields will be needed to configure the report view. After the fields are added click on Save Changes to save the data object. View the Contents tab of this data object to see the selected columns for all the rows in the database.


Adding Lookup Fields in the Business Indicator Data Object from the External Data Object

As discussed earlier the streaming action list view to display the in-flight composite instances with human tasks will need to source its reporting data from the BI_default_OnlineAccountOpening_AccountOpeningProcess data object. But somehow this data object would need the additionally  required fields too such as the TASKID, STATE. These fields can be looked up from the TaskDetails data object. This is straight forward as Oracle BAM data objects allows creating look up fields that can be created to look up data from different data objects. Open the BI_default_OnlineAccountOpening_AccountOpeningProcess data object and click on Layout > Edit Layout to be able to add lookup fields to it. Once in the edit mode, click on the Add one or more lookup fields link at the bottom to open the lookup field definition popup. Select the TaskDetails data object and from the list of Lookup Fields click on the TASKID field. This lookup however will be based on some common fields in both these data objects. Select COMPOSITEINSTANCEID from the list under Fields to match from Lookup Data Object  and COMPOSITE_INSTANCE_ID from the list under Fields to match from this Data Object. Click Add to define the lookup criterion. More than one such lookup criterions can be added if needed be. Similarly add another lookup field i.e the STATE from the TaskDetails data object. Keep the lookup criterions based on the COMPOSITE_INSTANCE_ID and COMPONENT_INSTANCE_ID. Now the  BI_default_OnlineAccountOpening_AccountOpeningProcess will also have the values for TASKID and STATE for a given composite instance.


Configuring the Streaming Action List for Inflight Instances

Make sure everything is saved for the moment. Edit the  original report template and for the next horizontal tile too select the view type as Action List. The streaming list view will have to be now configured to show the relevant in-flight live instances. Open the report in the Edit mode. For the data object field select the same data object as used in the previous view i.e BI_default_OnlineAccountOpening_AccountOpeningProcess. Go to the Fields tab to select and arrange the following fields in their order: COMPOSITE_INSTANCE_ID, BI_NAME, COMPONENT_NAME, METRIC_cardApplicationStatus, STATE, TASKID. From the Sort tab add BI_NAME and METRIC_cardApplicationStatus under the Sorted Fields.


As stated earlier if no filters are applied to this data object list, it will end up displaying all the instances against all executed activities in the business process. In order to view non-duplicated composite instances only the ones that are latest are to be filtered out. and just those that are assigned to process users. Having such filters is easy. Click on the Filter tab and click on Add Entry. This opens the Filter Expression wizard. Add a filter for the STATE field having a value of ASSIGNED. Similarly add another filter for the LATEST field to have a value of Y. This would do the work.


The display settings of a report are configured from the menu tabs under for the Properties button. Click on the Properties button and under the General tab enter Live Instances for the View Title. By default the streaming action list shows checkboxes against all the rows in the report. Change these to radio buttons so that only an instance is selected at a time. Go to the Actions tab and select Single Select (radio buttons) options.


Once these settings are applied and saved the streaming list will show the in-flight instances along with their task identifier and the pending action. Optionally, the task creators, assignees, task expiration time, priorities etc. can also be shown in this list to have a better visibility as to which tasks are assigned to which process and which tasks needs urgent attention. Also note that the column titles displayed in the screenshot below is different from the data objects fields. This can be done by overriding their default names from the Text and Align tab under the Properties button.


Define an Action Button for the selected instances of the List

The final piece in the hook is to define an action button for a selected row in the report view. What is desired here is that when a row is selected the action button should take the users to the approval form for the selected instance. This would effectively mean launching the business process workspace view of the task form allowing it to be actioned if needed be. Opening the task approval form is easy. The URL to be used to launch the task form simply needs the HOST and PORT on which the business process workspace is running and the task id of the composite instance (which is obtained already and displayed in the list).


The same set of steps that were discussed earlier to create an action button can be executed once again to create another action button. Open the report once again in the Edit mode, select the view and click on Change Report Properties.  Click on the Actions tab and then the New button to open a new action editor wizard. Name this action button as View Approval Page. In the next screen define the type of action as Open a URL. The URL for the action button can be configured by adding constant or dynamic strings (here referred to as Terms) which when concatenated will give the complete URL string.


Create a New Term with constant value by passing the entire URL string except the TASKID in it. Be sure to replace the value of the HOST and PORT with that of the server instance running the business process workspace user interface. Add another New Term but this time choose Value from a List View from the mapping type action list. The next screen displays the report skeleton from where select the live instances view in the report. This will show all the selected data object fields configured for the list as dropdowns under Select a column from this view column. Select TASKID and then click OK.


In the following Button Formatting screen simply select the Display the button in a view radio button under the Button Location panel. This will add the action button in the same view. For rest of the screens simply click on OK to save the report property changes.


Appreciating the End Result

Well, that’s it! After all these changes your BAM users will be able to see two streaming lists of completed/historical instances and in-flight instances. The users will also be able to view the instance audit trail by clicking on an instance in the list and if they happen to be process users then also action in-flight instances by selecting it and clicking the View Approval Page action button. This also allows you to create a seamlessly correlated view of instances across the multiple dashboards that Oracle SOA Suite 11g has to offer. It is important to note that not everyone in the organization will be able to view the task-form for the instance. Only users who are assigned to the process roles to action the task will be able to do so. This ensures that the security aspects of this implementation methodology is also covered


Downloadable Resources for the Project

You can import these data objects and reports into your BAM server by running the ICommand utility. The easiest way is to copy all the dataobjects and reports in the file to the <MIDDLEAWARE_HOME>\Oracle_SOA1\bam\bin directory and then run  icommand –cmdfile import.xml in the command line. Before running the Icommand utility make sure that the BAMIcommandConfig.xml file under the <MIDDLEAWARE_HOME>\Oracle_SOA1\bam\config directory is configured to point to the correct instance of the BAM server. A detailed explanation of working with the ICommand utility can be read here at

Feel free to post comments and suggestions, and possible improvements and I will be glad to incorporate them here. If you have a similar requirement and are struggling to re-create a reporting dashboard similar to what is proposed, send me a message.

Hope this article helps!