Wednesday Feb 27, 2013

Installing Process Accelerators for Oracle BPM

Oracle Process Accelerators help organizations reach process excellence faster. Process Accelerators are business process solutions developed with Oracle Business Process Management (BPM) Suite 11g. Process Accelerators can be deployed as-is, or extended to meet customer-specific requirements. In addition to expediting time-to-value for BPM deployments, Process Accelerators embody best practices and serve as blueprints for organizations that are developing process driven solutions with Oracle BPM Suite. Organizations adopting Process Accelerators not only improve the business process targeted by the Accelerators they deploy, but also have a unique opportunity to reach maturity in their process management initiative faster and with lower risk by applying Process Accelerator Best Practices and Patterns.

This blog post is to document the install procedures for Process Accelerators In this release the following process are delivered:

  • Oracle Travel Request Management (TRM) - streamlines the travel request process
  • Oracle Document Routing and Approval (DRA) - streamlines the document approval process
  • Internal Service Request (ISR) - streamlines the service request process
  • Public Section Incident Reporting (PSIR) - streamlines the incident reporting process
  • Financial Services Loan Origination (FSLO) - streamlines the loan application approval process

There are also 2 process that have been released in preview mode:

  • Oracle Employee Onboarding (EOB)
  • Oracle Business Account Opening (BAO)

This post is to show the install steps for the Process Accelerators. Before you can start the install you must have the following environment installed.

  • Java Development Kit 1.6.0 and later
  • Oracle Database 11g
  • Oracle Weblogic Server 11g
  • Oracle SOA Suite 11g
  • Oracle Business Process Management (BPM) Studio 11g Release 1 (
  • Oracle Business Activity Monitoring (BAM) 11g 
  • Oracle Webcenter Content Release 1 ( - Required for Document Routing and Approval accelerator.

There are lots of sites out there that document how to install these products, for the purpose of this post it is assumed that these products are installed and have been configured. My configuration I installed Webcenter and SOA / BPM on separate machines. Here is a screenshot of the domain configuration.

Webcenter Domain

SOA Domain

I have OSB installed here, this is not required for the PAs so you can ignore.

At the time of writing this blog the only way to get the Process Accelerators is via request. You need to send and email to requesting the software.

  1. Before you start installing the Process Accelerators you need to configure UCM to integrate with BPM. If this is a fresh install this work probably hasn't been done.
  2. If not done so already you need to set the RIDC Port and IP filter address. Therefore login to your UCM instance http://ucmhost:16200/cs and set the following:

    Incoming Socket Connection Address Security Filter:|0:0:0:0:0:0:0:1|*.*.*.*
    Server Socket Port : 4444

  3. Restart the UCM_Server1 managed server.
  4. Login to the weblogic console for your SOA / BPM environment.
  5. In the Domain Structure select the domain, e.g. soa_domain -> Security -> General and check the box

  6. Select the EmbeddedLDAP tab and set the credentials and confirm, e.g. welcome1

  7. Restart the soa_server1 managed server
  8. Login to UCM as weblogic and configure a new LDAP provider to link back to the SOA.
  9. Navigate to Administration -> Providers
  10. Click the link to add a new LDAPUser and enter the following, set the password to the password you set in step 6.

  11. Restart the UCM_Server1.
  12. Log back in and check that you have 5 successful connections.

  13. Under the Administrators panel, click Admin Server
  14. Click the link Advanced Component Manager
  15. Enable Folders_g

  16. Restart the UCM Managed Server
  17. Log back into UCM and navigate to Administrator, you should be in the  Component Manager screen. Make sure the following components are enabled or disabled:

    Checked : ZipRenditionManagement
    Checked :InboundRefinerySupport
    Checked BpelIntegration
    Checked DynamicConverter
    Checked WebCenterConfigure
    Un-Checked: FrameworkFolders

  18. Login to the Enterprise Manager control for Webcenter domain
  19. Navigate to WC_Domain -> Webcenter -> Content -> Content Server

  20. From the menu select Configuration and make the following changes

  21. If you have separate domains for WC and BPM login to Enterprise Manager Control for the  SOA / BPM Domain. Expand SOA then select soa-infra
  22. From the SOA Infrastructure menu, select SOA Administration -> Workflow Config, then select the More Workflow Notification Configuration Properties... link
  23. In the System MBean Browser tree, expand WorkflowConfig, then select human-workflow

  24. On the Attributes tab, in the UcmIdcUrl Value field, enter idc://ucmhost:4444 (4444 was the port I entered in step 2).
  25. Click Apply
  26. Navigate to Farm_soa_domain -> Weblogic Domain -> soa_domain. Right-click the soa_domain and select Security -> Credentials
  27. Select WF-ADMIN-USER, then click Create Key
  28. On the Create Key dialog box:
    • Ensure that Select Map field is set to WF-ADMIN-USER
    • In the Key field, enter WF-ADMIN-CREDENTIAL
    • In the User Name field, enter a user name with administrative privileges on the OWC server
    • In the Password and Confirm Password fields, enter a password for a user with administrative privileges on the OWC server

  29. Restart All Servers to make sure that all these changes have taken place.

You should now be in a position to install the Process Accelerators. The documentation that comes with the process accelerators is pretty good. To save myself lost of documentation I will point to certain steps within the document to execute.

  1. Download the documents zip file for the process accelerators
  2. Open the file paaig.pdf
  3. Skip all steps till you get to 2.1.2 Configure Oracle Business Activity Monitoring for Reports. Execute all steps for 2.1.2 so your BAM environment is configured.
  4. Execute all steps in the 2.2 Installing Oracle Process Accelerators and Oracle BAM Reports. The install gets to 97% fairly quickly, it will sit at running post install scripts for up to 90 or so minutes. If you want to see what is happening you can tail the install script. Please note my process accelerator home is: $MW_HOME/PAHome

    tail -f $MW_HOME/PAHome/installpa.log
    tail -f $MW_HOME/PAHome/installbam.log
    tail -f $MW_HOME/PAHome/installwc.log

    You should get a BUILD SUCCESSFUL at the end.

  5. If you get a BUILD FAILED then you will need to install manually. Go to Step 2.4 provides the steps to do this.
    I undeploy the process accelerators before I resinstall, here are the steps I take.

    • Run the commands
      cd $MW_HOME/PAHome/bin
      ant uninstall-pa
    • start a database session as sys
      sqlpuls / sysdba
      SQL>drop user accelerators cascade;
    • Restart all environments - this is required to clear some of the external applications from Weblogic
    • cd $MW_HOME/PAHome/bin
      . env_sh
      ant install-pa

  6. Once you have a build successful you can complete the post install steps.
  7. Starting at Section 3, complete all steps in 3.1. Here is an example of the users I assigned to each role in the BPM workspace. If the users don't exist in your environment follow this link.

  8. In Section 3.2 there are some tricks that will impact on what will and what won't display. This is what I did.
    In the Weblogic console create the following Groups under  Security Realms -> myrealm -> Users and Groups

  9. Add the appropriate users to the following groups:

    • BPMActionOfficer = vhugo, cdoyle, jausten, jlondon, jverne, istone
    • BPMCaseManager = cdickens
    • BPMCaseWorker = wfaulk
    • BPMReporter = jcooper
    • BPMExternalApp = Any user you want to add to have access to the External Apps
  10. Now you need to add access to the Applications in EM. Here is the list of applications that require security attached:

    • DRAAdminUI(V2.0)
    • FSLOAdminUI(
    • IncidentReportingAdminUI(V2.0)
    • IncidentReportingTaskUI(V2.0)
    • ISRAdminUI(V2.0)
    • TRMAdminUI(V2.0)

    To attach security to these applications login to the Enterprise Manager Control for SOA and navigate to Farm_soa_domain -> Application Deployments. Select one of the applications mentioned above. From the Application Deployment menu select Security -> Application Roles.

    To add users / groups to the Application click the search button this will display the role. Select the Role and add a User / Group by clicking the Edit button.

    In all instances I added the group BPMExternalApp to the Application roles with the exception of the IncidentReportingAdminUI(V2.0) and
    IncidentReportingTaskUI(V2.0) applications, for these applications I assign the groups created in step 9 matching the role to the group.

    It is important that you don't assign the same role / user to all the roles as some roles will overwrite another giving unpredictable results.

    This completes section 3 in the Install document

There are a number of steps in section 4 that have already been performed as part of the prerequisites. These do not need to be done again. The following steps can be skipped:

  • Section 4.1, "Configuration Matrix"
  • Section 4.2, "Configuring Oracle WebCenter Content"
  • Section 4.3, "Adding New Application Roles in Oracle BPM Workspace"

In Section 4.6, "Packaging FOP for PDF Generation" there is a bug when you run the ant script. the first thing it tries to do is undeploy. As you haven't installed it the process fails. You need to make a minor change to the ant build file.

  1. Open the following file with vi

    vi $MW_HOME/PAHome/pa/src/fs/lo/deploymentPlan/PAInstallFSLO.xml

  2. Go to the line 195 with the command


  3. There you will see that there is the parameter for undeploy when it errors it will stop the process change this to false, e.g. before:

    <Application name="LoanOriginationPDFModelServices"        filelocation="${env.PA_HOME}/pa/src/fs/lo/built/deploy/LoanOriginationPDFModelServices.ear"     wlserver="pa" failonerror="true" action="undeploy" />


    <Application name="LoanOriginationPDFModelServices"        filelocation="${env.PA_HOME}/pa/src/fs/lo/built/deploy/LoanOriginationPDFModelServices.ear"     wlserver="pa" failonerror="false" action="undeploy" />

Last but not least, if you find your BAM reports are not loaded you need to run the install for BAM manually.

  1. cd $MW_HOME/PAHome/bin
  2. .
  3. ant install-bam

Once the completion of Section 4 is done you are ready to run the Process Accelerators.



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