1. Eric Westfall KUALI ENTERPRISE WORKFLOW OVERVIEW

2. ANATOMY OF A WORKFLOW ENGINE What is a Workflow Engine? Orchestrates business process workflow It accomplishes this via: routing content through a variety of routing nodes What must it be capable of doing? Modeling both simple and complex processes Interacting with multiple entities (both humans and services) Running asynchronously Transactional operation

3. KEW OVERVIEW Composed of a set of services APIs and User Interfaces Routes documents based on type, where the associated Document Type definition declares a route path for the document. Based on this route path, various behaviors will be performed based on the document content. Often, this behavior consists of interacting with one or more parties in the form of approval requests. For example: Transfer of Funds Timesheet Drop Course

4. KEW – CORE FEATURES Action List (User’s Work List) Document Searching Document Audit Trail (Route Log) Flexible Process Definition (Document Types) Simulation Engine Notes and Attachments – All workflow documents get them, even if they don’t want them Programmatically extensible Wide array of pluggable components to customize routing and other pieces of the system

5. DOCUMENT TYPES Document Types allow you to specify content that can be initiated using KEW They are specified using XML markup They identify this content by a type name Can also include policies and other attributes Hierarchical, can inherit attributes from parents Most importantly, they define the route path for initiated content

6. PROCESS DEFINITION - ROUTE NODES Some of the primary types of Routing Nodes include: Split Nodes Join Nodes Simple Nodes Request Nodes Dynamic Nodes Sub Process Nodes You can also implement custom Nodes

7. ROUTE NODES - SPLIT A split node is one that is capable of splitting the routing path into multiple branches Branches are executed concurrently

8. ROUTE NODES - JOIN Join nodes complement a split node by allowing the multiple branches of the routing path to converge

9. ROUTE NODES – SIMPLE NODE Simple nodes are a base type that allows a developer to implement behaviors based on their own particular processing requirements

10. SIMPLE NODE EXAMPLES EmailNode: Allows sending of email messages LogNode: Sends messages to Rice’s logging stream SetVarNode: Allows setting of document variables RequestsNode: Generates action requests

11. ROUTE NODES - REQUEST NODES Generates ActionRequests that are fed into the action list(s) of a user, workgroup, or role Requires user action to proceed Include: approve, disapprove, acknowledge, etc… Have an associated Activation Type: S (Sequential): An ActionRequest is sent and must be acted upon before sending the next ActionRequest P (Parallel): Multiple ActionRequests are sent at once Requests can be generated by a custom Route Module or by the Rules engine

12. ROUTE NODES – DYNAMIC NODES Dynamic nodes are a more advanced form of developer-implemented node They allow for the dynamic modeling of a route path This is done by instantiating a set of node instances that will then be fed to the routing engine

13. ROUTE NODES – SUB-PROCESS Sub Process Nodes are named route paths that can be included in a document type’s primary route path. They allow the workflow author to create a route path that can be reused

14. CUSTOM NODE IMPLEMENTATION Making an example of the Email Node public class EmailNode implements SimpleNode { public SimpleResult process(RouteContext context, RouteHelper helper) throws Exception { if (context.isSimulation()) { // no side-effects! } else { // send off the email } return new SimpleResult(true); }

15. KEW API Consists of two main services: 1.WorkflowDocumentActions All operations related to a workflow document 2.WorkflowUtility Implements various query operations

16. WORKFLOWDOCUMENTACTIONS Create Route Approve Save Blanket Approve Return to Previous Node Super User Actions Attach XML to document Set document title

17. WORKFLOWUTILITY getRouteHeader getDocumentType getAllActionItems isUserInRouteLog routingReport (executes the Simulation Engine) performDocumentSearch ruleReport getActiveNodeInstances getDocumentStatus

18. RULE ROUTING Four key components used for Rule Routing Document Type (specifically the Route Nodes) Rule Attributes Rule Templates Routing Rules

19. DOCUMENT TYPE (ROUTE NODES) Sample Route Node using ‘Rule Template’ Method … DocumentRuleTemplate Sample Route Node using ‘Named Rule’ Method … Named TestRule1

20. RULE ATTRIBUTES Defines how a Routing Rule evaluates document data to determine whether or not the rule should fire. Also defines what data is collected on a rule. An attribute typically corresponds to one piece of data on a document (i.e. dollar amount, department, organization, account, etc.) Can be written in Java or defined using XML

21. RULE TEMPLATES A composition of Rule Attributes When a Routing Rule is created, it is created for a specific Rule Template and Document Type. Defines what data should be collected and stored in the rule (via it’s Rule Attributes) Also used to identify the set of rules to evaluate at a “Requests” Node Can also be used to define various other rule properties (defaults, etc.)

22. ROUTING RULES Evaluated against a document to determine who should receive action requests at a particular node. Created against a Rule Template. Rule matching behavior is handled by the Rule Attributes when the rule is executed. Defines the principals (users), groups and/or roles who should receive action requests should the rule fire. Examples: If dollar amount is greater than $10,000 then send an Approval request to Joe. If department is “HR” request an Acknowledgment from the HR.Acknowledgers workgroup.

23. KIM RESPONSIBILITY ROUTING New to Rice 1.0.x Leverages Kuali Identity Management module to allow routing to KIM Roles via KIM Responsibility objects Allows for both KIM Permissions and workflow routing to use same KIM Roles Can be used with ‘Rule Routing’ on a single document type but not single node

24. DOCUMENT TYPE CONFIGURATION Node must be defined using xml tag rather than tag used for ‘Rule Routing' tag identifies to KEW engine that node will use KIM Responsibility Routing xml tag is used in and elements

25. QUALIFIER RESOLVERS Used to find qualification data for matching to KIM Role Members Data can be located anywhere including external systems Defined on Node using fully qualified class name Single class can be used on multiple document types and multiple nodes

26. QUALIFIER RESOLVERS (CONT) Can be custom coded java class implementing QualifierResolver interface Some provided options included in Rice NullQualifierResolver (Match All Role Members) XPathQualifierResolver (User provided XPath Expression) DataDictionaryQualifierResolver (KNS Specific)

27. KIM ‘RESPONSIBILITY’ BUSINESS OBJECT KIM specific object Very similar to KIM Permission object Usually one or more KIM Roles are assigned to a Responsibility Each Responsibility has a Namespace value (KR-SYS, KFS-AR, KS-LUM) but these are not used by KEW routing Responsibility has data values associated with it via ‘Detail Value’ elements

28. RESPONSIBILITY DETAIL VALUES KEW uses specific Responsibility Detail Values to find matching Responsibility objects Document Type Name Route Node Name Responsibility create/edit UI is designed to collect this information Can be viewed from the Responsibility Lookup

29. RESPONSIBILITY DETAIL VALUES (CONT) documentTypeName – The KEW document type name that the responsibility applies to routeNodeName – Specific Node Name to use this particular Responsibility for actionDetailsAtRoleMemberLevel – Tells KEW where to find Action Info (request type, priority, etc) required – Notifies KEW if this Responsibility is required to generate at least one Action Request

30. KIM ROLES Qualification values returned by node’s Qualifier Resolver class are used to fully qualify Role Members The Responsibility Detail Value ‘actionDetailsAtRoleMemberLevel’ determines how Role collects Responsibility ‘Action Info’ True: Each Role Member will have it’s own ‘Action Info’ data False: The ‘Action Info’ data will be set at the Role Level and every Role Member uses it

31. Eric Westfall DESIGNING WORKFLOW PROCESSES

32. ANATOMY OF A DOCUMENT TYPE DEFINITION...............

33. DEFINING ROUTE PATHS P...

34. DESIGNING WORKFLOW PROCESSES Next, we’re going to take a look at some Document Type definitions in XML. We will look at some of the Document Type definitions you will work with in the next exercise: Simple Document Type with Ad-Hoc Routing Routing Rules using Simple Rule Templates Parallel Branching using Split Nodes Using Conditional Split Nodes Using a PostProcessor

35. DIFFERENT TYPES OF NODES P P DepartmentCodeQualifierResolver P FinalApproversTemplate myemail@localhost initiator testemail@localhost ConfirmationEmail.Stylesheet edu.iu.uis.eden.mail.EmailNode