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Ultimus Adaptive BPM Suite 8.0: Guide to Customer

1. Ultimus Adaptive BPM Suite 8 0 New Features Page 22 S ULTIMUS gt Empowering People Driving Process i Ultimus Forms Dynamic HTML and NET ji Ultimus Custom Thin Forms ASP NET and AJAX lil Word 2007 Document Forms IV Excel 2007 Worksheet Forms V InfoPath 2007 Forms Enable Disable Pages Pages in the form can be disabled or hidden based on variable values just as controls can View Sub Forms in Completed Views Sub forms of a completed step can now be viewed from a Completed View Easier Navigation for Form Controls To make it easier to manage and design complex forms any control on a form can be selected from the Properties window This allows a form designer to quickly select and set the properties of a control New Built in Calendar Control A calendar control has been added as a standard control Rich New XML Grid Control A new XML Grid Control is provided that makes it easier to work with XML data in the forms and enriches user experience It enables structured data to be presented in a grid with drill down capabilities Flexible New Database Grid Control A new database grid control is provided that makes it easier to display data that is linked with databases This enriches user experience when working with large amounts of data Smart Attachments Enhance User Experience This powerful new capability means the Ultimus BPM Suite 8 0 has eliminated the artificially boundary between data in attachments
2. The Ultimus Forms are now NET based and Dynamic HTML web pages for rich user experience Use of latest technology improves performance and ease of use Thin Forms Developed in Visual Studio Ultimus Thin Forms are replaced by customized thin forms that the developer can create in Visual Studio thus providing the best developer environment Thin forms developed in Visual Studio can be easily integrated with Ultimus processes Word and Excel Forms Enable Users to work within Office 2007 Microsoft Word 2007 documents and Microsoft Excel 2007 workbooks can be used as Ultimus forms The data in these documents can be tied to process or step variables providing seamless flow of information between processes and documents Furthermore users can now complete tasks from inside the Office 2007 applications providing them with familiar tools to accomplish their assignments This capability also means that process designers can use the full capability of Word and Excel to develop sophisticated forms and documents that are the front end of Ultimus processes Finally this capability allows users to use SharePoint 2007 as the repository of documents They can also use SharePoint to start processes The addition of Word and Excel forms means that Ultimus now provides the ultimate in flexibility and ensures that users can deploy forms that are best suited for their needs Ultimus supports the following five form types which is the broadest in the industry
3. ALA se ULTIMUS De Empoweritg People Driving Process ULTIMUS ADAPTIVE BPM SUITE 8 0 Guide to Customer Benefits S ULTIMUS gt Empowering People Driving Process Table of Contents TU SIN TRO DU e KL 8 E 6 2 0 MAJOR NEW BENEFITS OF ULTIMUS BPM SUITE 0 cccccsssssssssescsssssssscccscssssssssccsseees 7 Powerful new Collaborative Clients and Community Clients 7 Versatile Microsoft Office 2007 Forms amp SharePoint 2007 Fiobor cece cece ccceceeeeceeeeeeees 7 Faster Process Design via the New Ultimus Human Services Bus Increased Agility through Integration of Adaptive Discovery and Business Rules ccccccccccccccccccceees 7 Greater Visibility through Comprehensive new Reporting BI Capabilities cccccccccccccccccccccccccccccceceees 7 Easier Inclusion of People through Expanded Organization Charts 8 Faster Deployment through New Flobots and Integration Capabilities c a 8 Improved Localization through full Unuicode EEE EEE EEE E LEED EE EEE EERE EERE EE 8 Enhanced Ergonomics through New Human centric User Interface ccccccccccccccccccccccccccecceeceeeeeeeeeeeeees 8 Over 100 Other New Benefits and Enhancements cece cece cece cece cece ck cece keke eee EEE EEE EEE EEE EEE K SIB ERR IR BPM STUDIO renie 9 MAJOR NEW BENEFITS OF THE ULTIMUS BPM STUDIO oo eeeeeeeeessnececeeeeeeesnneeeeeeeeessesaneeeeeeeessesnneeeeeeeeeeeas H DESCRIPTION OF THE BENEFITS OF ULTIMUS BPM Sri H Ergonomic New User In
4. e Databases o Flobot o Recordset e E mail e Web Services e FloStations Greater Flexibility Through Per Step E Mail Notifications In Ultimus BPM Suite 8 0 e mail notifications can be configured uniquely for each step This allows much greater flexibility and enables the process designer to configure notifications based upon the needs of the roles for each step The following Ultimus e mail notifications are handled at the step level and are set via the step properties New Task Late Step Aborted Step Step Failed Minimum Response Email Completion Time Expired These e mail notifications can be enabled or disabled and the e mail message can be customized for each step SwimColors Provide Superior Alternative to Swim lanes Traditionally process mapping tools have used the concept of swim lanes to visually identify each department or group a particular task in a process map belongs to This enables viewers to quickly understand the flow of tasks between departments or groups Swim lanes are appropriate when the process map is small However for large process maps with many steps swim lanes are not practical and make the map more complex This is because the flow of lines between departments become cluttered and confusing when the steps belonging to the same department or group have to be placed in the same swim lane instead of in the place where it makes sense Ultimus V8 introduces the concept of SwimColors Each step in th
5. B d Orders Total E Orders Average Item Description Item Price item Quantity Item Total pub otel Tax i Sbappingfhangdlmper Cest Total i tabia Ri Taa CH Shippin g Haahi ost 9 Tora 8 Order FORM Sales Region FORM Sales Entry FORM Figure 1 Ultimus Adaptive BPM Suite 8 0 New Features Page 50 ZS ULT e powering People Driving Process Users familiar with the Ultimus BPM Suite will note the similarities between the Distributed XML Model and the Distributed Spreadsheet Model which it replaces In particular the Distributed XML Model provides all the unique advantages of the Distributed Spreadsheet Model and obviates the limitations of the latter It is also an excellent model for addressing the needs of the Human Services Bus listed in the previous section Light weight and Standards based The Ultimus Human Services Bus uses XML as the information container XML is a lightweight highly flexible and open industry standard that can be readily adapted to the needs of all types of industries and applications XML also is based on Unicode which enables the Ultimus Human Services Bus to handle data in any language In addition XML is rapidly becoming the de facto lingua franca of applications and the unifying factor in Web Services based integration that is the cornerstone of the Services Oriented Architecture Parallelism The Ultimus Human Services Bus
6. EAI and system centric BPM A robust ESB is the information highway that connects applications maps and translates data between disparate systems and synchronizes the flow of information A robust ESB is also essential for the Services Oriented Architecture SOA for moving information from various services as a part of a process While ESBs are adept at handling the requirements of system centric processes the challenges posed by human centric and mixed processes require different architectural priorities and design considerations The salient requirements of human centric processes are driven by the greater need for collaboration exception handing change and human comfort features that distinguish the way BPM has to enhance and enrich human participation in business processes in order to be successful These requirements of human centric BPM are described in a separate Ultimus white paper that also explains why they are fundamentally different from the requirements of system centric BPM or EAI This white paper first details the requirements of a services bus for human centric BPM and the reason why they are important in the context of human participation It then provides an overview of the core architectural foundation of the Ultimus Human Services Bus HSB that is based on the patented Ultimus Distributed XML Model This is followed by a description of the benefits of the Ultimus HSB and how it excels at supporting human centric processes a
7. S ULTIMUS gt Empowering People Driving Process Recipients can be from Multiple Organizations The Ultimus Organization Chart 8 0 paradigm allows for multiple organization types that can be Ultimus specific Business Organization and directory based Directory Organizations Recipients of a process step can be from any of the following charts or directories An Ultimus Business Chart Active Directory in read only mode uUltimus no longer extends the AD schema An LDAP directory also in read only mode A custom organization chart Accounts on the local BPM Server machine A Business Organization is a collection of Business Charts and groups A Business Chart is the graphical mapping of a department or departments within a Business Organization Independent Business Organization Database The Ultimus Business Organization information the Organization Chart can be installed into a separate independent database This feature allows the Business Organization database to be used by production and development at the same time Thereby two independent systems testing and production can utilize the same Business Organization database thus circumventing the need for Ultimus Organization Chart data to be replicated across the systems Unified Search and Browse There are a number of places throughout the Ultimus BPM Suite where a user needs to find a person in a directory or chart select a job function or search for a group In p
8. process designers to cater to the needs of human centric processes but also makes it an excellent platform for orchestrating the flow of information among disparate loosely coupled systems in modern Services Oriented Architectures When coupled with Ultimus Adaptive Discovery technology the Ultimus HSB enables the deployment of Adaptive SOA processes that cater to human as well as system centric requirements References 1 What Makes Human Centric BPM Different An Ultimus White Paper 2 Distributed XML Model for Business Process Management and Workflow Automation Patent pending Ultimus Adaptive BPM Suite 8 0 New Features Page 54 ULTIMUS gt Empowering People Driving Process Appendix Il Supported Technologies Ultimus BPM Suite 8 0 will support the following new technologies Some of these may be pre requisites Detailed information of support for new technologies per Ultimus module is available in the Ultimus BPM Suite 8 0 Installation Guide Microsoft SQL Server 2005 support for SQL 2005 first introduced in Ultimus BPM Suite 7 1 SP2 Mircosoft Internet Explorer 7 0 Support for IE 7 first introduced in Ultimus BPM Suite 7 1 SP2 Microsoft Vista Workstation Microsoft Office 2007 Microsoft Exchange 2007 Netscape 8 FireFox for Ultimus Thin Client Support for ADAM Windows Sharepoint Services 3 0 NET Framework 2 0 and 3 0 support for NET Framework 2 0 first introduced in Ultimus BPM Suite 7 1 SP2
9. Included in Renate 33 Easily Change Column Order E 33 EE 33 Easier and Intuitive EE 33 IER BREUER EIN KE 34 MAJOR NEW FEATURES OF UECHT ieeg etegseeegregegerede eege eeedege ge eeneg drsoesedess 34 DETAILED DESCRIPTION OF THE NEW BENEFITS OF FLOBOTS eeeeseesesessesnceceeeeeeeeeeeeeeessessssssaaaeeeees 34 SE 34 eege 34 Standardized Training for Easier Leogrming cece cece a aaa aaa aaa eeees 34 Rich Formatting of E mail Messages cc ccc EEE EEE EEE EEE EEE 34 New Open Source Database Flobot E 34 Multiple Actions Jor All EE 34 Enable Disable EE 35 Support for defining which SMTP port tO USC eeeseeeeeeseeeessssssssssssssssssssssssssssssssererereresererereeeeeees 35 Recipients can be added to CC and BCC Gelde EERE EEE 35 Recipients can be a Business Organization Group Department Job Function ei 35 10 0 ULTIMUS ADMINISTRATOR been 36 Ultimus Adaptive BPM Suite 8 0 New Features Page 4 S ULTIMUS gt Empowering People Driving Process DETAILED DESCRIPTION OF THE NEW BENEFITS OF ULTIMUS SYSTEM ADMINISTRATOR sssssssseessessees 36 SEENEN 36 SEENEN 36 New Server E 36 OTTO EE EE 36 POTS COMM COR OI E 36 DETAILED DESCRIPTION OF THE BENEFITS OF THE ULTIMUS PROCESS ADMINISTRATOR 37 EENEG 37 Ee 37 POC CRS CS VVC EN 37 FOV E A OEE cia ANE A AE EA T ec A AEEA T A A ec IT ATA TE 37 Incident and Steps Filters Confteuration cece cece eee EERE EEE 37 RBS ET EIS DIRECTOR soere ENEE EOE EEE Oaa 38 MAJOR NEW BENEFITS
10. OF THE THE ULTIMUS DIRECTOR sssssssssssssesssssssssssssereeeeereresssssssseeteeeeeeesssssssssseee 38 DETAILED DESCRIPTION OF THE NEW BENEFITS OF ULTIMUS DIRBCTOR 38 OV NEE EE 38 Separation of Process and Step level Rules Poesie 38 TOOT AO senescence aster E E E see 38 EE 38 Ee 38 IZ UETIMUS PROCESS DESIGNER E 39 MAJOR NEW BENEFITS OF ULTIMUS PROCESS DESIONER ENNEN 39 DETAILED DESCRIPTION OF THE BENEFITS OF PROCESS DESIGNER AAA 39 New Lrgonomie User EE 39 EE 39 Improved Process DocHmentoiton cece ccc e cece cece keke kk kk EEE EEE E ELLE EEE E EEE E EEE EEE 39 EE IPAP OD MIZO OM eege 39 Eege 39 Improved E EE 40 Set Scenario Properties from One Location 40 Simplified Variable ereechen 40 PPVOCCSS SONM KEPO lorrin ainne eeo aaia 40 ER 40 13 ENTERPRISE INTEGRATION 4 NK 41 E GR ER 41 ETN E CN e re E 42 MOTE TVS BEDT sts ee Ss re Stee ps gee een ae dese ease esac ea geen ee se 44 APPENDIX I ULTIMUS HUMAN SERVICES BUS ccsssssssscccccccssccccssscccsssssssssssscccccssssssees 46 e WE ING TE WU FUT PA ER pecs cee cur ecu nse EE tat ec sees O ene 46 INTRODUC TON eer ee nee E nee ee ree ee eee 47 REQUIREMENTS OF HUMAN CENTRIC PROCESS INFORMATION HIGHWAY ssssssssssesssssssessssssseesssseressssrresssseressssseeessee 47 ULTIMUS HUMAN SERVICES tS ss cata cscencs tec pce c es cece sass zac tceceeucostenceete doesn cosecesuepeeqoinaeeectiaeoseene apiaceeees 49 CONTUSION aeee ene ee eee ee ee ee ee ee ee eee 54 REFER
11. Ultimus Adaptive BPM Suite 8 0 New Features Page 55
12. Ultimus Client and Thin Client The following sections provide additional details about these and other benefits Detailed Description of the New Benefits of Ultimus Reports 8 0 Redesigned and Ergonomic User Interface Ultimus Reports sport a redesigned user interface to make using reports more intuitive Single Sign on Support Ultimus Reports now supports Single Sign on SSO Reports Based on Process Versions Historically some reports could only be run for specific versions of a process Users can now run reports for all versions of a process providing greater flexibility Dynamic Selection of People Included in Reports For all reports that require or allow selection of a person or group a new intuitive user interface has been provided to allow the selection of the following people or group types USER When any logged on user runs a report that user is inserted into the report parameters as Initiator or Recipient varies by report USER S DIRECT REPORTS If the logged on user has any direct subordinates those direct subordinates are automatically added to the report parameters as Initiator or Recipient varies by report If the logged on user has more than one Job Function JF in the Business Organization then the user will be prompted to select which JF should be used ALL SUBORDINATES When a logged on user runs a report all users that are subordinate to the logged on user every person below them within the cha
13. and data in forms If an attachment is a Microsoft Word 2007 or Excel 2007 document then form controls can be linked to data within the document The form can read data from the attachment and write data to the attachment without the user having to open it Named Attachments In order to make it easier and more flexible to work with attachments Ultimus BPM Suite 8 0 introduces the concept of named attachments Attachments are named or linked with a variable This makes it easy to manipulate and work with attachments as a part of the process design Furthermore attachments appear automatically in the Form Toolbar just as they do in e mail which all users are familiar with This means that designers do not have to worry about placeholders for attachments in the Form Easier Changing of Recordsets If a control is linked to a recordset and the recordset is modified but the modification does not affect the control the control s link to the recordset is not deleted Ultimus Adaptive BPM Suite 8 0 New Features Page 23 S ULTIMUS lt gt Empowering People Driving Process More Flexible Control During Confer The process designer can select whether or not a control is required when the task user confers the task to another user Mouse over Tool Tips for Controls BPM Studio Client users can now add tool tips for controls Tool tips are short informative text about the control A tool tip will appear for a few secon
14. assign a task to a logged in user if that user is a member of the Ordered People Group assigned to the step This routing type is named First Available Online Person Routing Here is how it works I If the Recipient Type of a step is First Available Online Person Routing the recipient can only be an Ordered People Group ii The task is assigned to the first person in the group who is online If more than one person is online then it is assigned to the online person closest to the top of the Ordered People Group If no one is online it is assigned to the first person in the group jii If the task is not completed by the Completion Time the Server resets the Completion Time clock and again assigns the task as if it were a new task using the logic above This attempt to assign the task to an online person after the the Ultimus Adaptive BPM Suite 8 0 New Features Page 12 S ULTIMUS gt Empowering People Driving Process expiration of the Completion Time continues until either someone performs the task and the process moves on or the Extension Time expires If the Extension Time expires then the task is left with the last person it was assigned to and late event rules are triggered enabling the process designer to use their own rules in order to decide what to do next The First Available Online Person Routing therefore provides an efficient and automated way to continuously look for a person who can perform the task and make u
15. it can be used for real time Business Activity Monitoring BAM and reporting Structured and Unstructured Data Human centric business processes have to deal with structured and unstructured data People participating in these processes deal with structured such as form tables and spreadsheets as well as unstructured data such as documents The HSB must be able to deal with both types of data with equal fidelity Complex Data Types Complex data types not only make it easy to design processes but are also necessary for processes to interact with Web Services widely used in SOA Complex data type support also requires that the data be structured and valid in order to maintain data integrity Scalable Human centric processes can potentially involve large numbers of participants as well as many third party applications The consequence is that the data model used must be able to scale from small to very large in size Furthermore in many applications the need to scale is dynamic because users may decide to add new information on an ad hoc basis The HSB must provide a means of scaling either during the design stage or in real time Long running Processes Unlike system centric processes human centric processes are generally long running spanning a few minutes in duration to months or even years To support long running processes the HSB must provide a reliable mechanism of maintaining state information Due to parallelism in the process path
16. new types are e Supervisor of Step X The task is assigned to the person who is the supervisor of the person who completed Step X e Manager of Step X The task is assigned to the person who is the manager of the person who completed Step X e Recipient of Step X The task is assigned to the person who completed Step X New Presence Aware Routing Ultimus BPM Suite 8 0 provides new capabilities for presence aware routing that assigns tasks to users in a group who are online and logged into the Ultimus Client This unique new capability ensures that tasks are performed rapidly by users who are available instead of being assigned to uses who may be offline There are a number of enhancements for implementing this new capability e Sequential Group Renamed to Ordered People Group Because sequential groups can only contain users and or job functions Ultimus BPM Suite 8 0 introduces a new name for the group Ordered People Group e Sequential Routing Renamed to First Available Person Routing In Ultimus BPM Suite 8 0 First available Person Routing will work the same as Sequential Routing always has except that the name has been changed to First Available Person Routing in order to provide a better description of how this recipient type actually works e New First Available Online Person Routing Ultimus BPM Suite 8 0 is now aware and keeps track of who is logged into the Ultimus Clients The Ultimus Server can therefore
17. of maintenance There is only one directory for users so there is no additional overhead associated with maintenance Ultimus Adaptive BPM Suite 8 0 New Features Page 28 S ULTIMUS gt Empowering People Driving Process Business Charts The drawback of Directory Charts is that LDAP and Active Directory do not provide several of the advanced organization chart capabilities that Ultimus can provide These include the following L Multiple Job Functions for a person ii Job Function Groups iii Ordered People Groups IV Weighted People Groups These benefits may or may not be needed depending on the process that has to be automated If they are needed Ultimus allows users to define Business Charts whose definition is kept in the Ultimus Organization Chart database Names in the chart are linked to names in LDAP or Active Directory that the customer is using but all the hierarchical information is maintained by Ultimus This means that users can benefit from all the advanced benefits of the Ultimus Organization Chart which are not available in Directory Charts However the drawback is that Business Charts do require maintenance of the Business Chart as well as the network directory Ultimus BPM Suite 8 0 allows users to define and use any number of Business Charts as well as Directory Charts In addition user have the flexibility to mix and match recipients in a process from either type of charts This gives them complete freedom to either
18. only representations of directories and no synchronization is required e Business Charts are saved on demand e Business Charts can be easily created by dragging and dropping names from directory e Business Charts can be copied and saved as new charts e The Organization Chart Database can be installed in a database separate from the Ultimus BPM server database The following sections provide additional details about these benefits Detailed Description of the New Benefits of Ultimus Organization Chart 8 0 Business Charts and Directory Charts for Flexibility and Choice The major new feature in the Ultimus BPM Suite 8 0 Organization Chart is the introduction of the concept of Business Charts and Directory Charts These two types of charts give users the full range of flexibility of using existing network directories as their charts or using the advanced benefits that are provided by Ultimus Directory Charts The Ultimus Organization Chart application can simply be pointed to an existing LDAP or Active Directory domain Ultimus can then use the network directory as a chart in a read only mode Changes in the domain are made only through the UI provided by the directory Ultimus just uses the information in the directory to the extent that is available Using this capability Ultimus can determine user names job functions reporting relationships and groups as they are defined in the directory The benefit of using Directory Charts is ease
19. these processes The need for change and adaptability carries over to the HSB which is the essential carrier of this information Ideally the HSB should support change in real time Ultimus Adaptive BPM Suite 8 0 New Features Page 48 ID ge ULTI Empowering People Driving Process Ultimus Human Services Bus The Ultimus Human Services Bus is a powerful and rich enterprise services bus optimized for human centric processes by using the unique and patented Distributed XML Model technology as its core architectural foundation The key components and artifacts of the Ultimus HSB are Main XML Schema A user defined XML Schema is used as the container of business and process information on the server side The Main XML Schema is a super set of all process information including business information and information that reflects the state of the process Local XML Schema The Local XML Schema is used as the container of business and process information at each step It therefore contains information that is required by the client application Only information that is used at each step in the process is included and is mapped to the appropriate information nodes in the Main XML Schema This means that the data model can scale up or down based on the needs of each step Shadow Schema All XML Schemas used in the model have a shadow schema that contains information that is specific to the Ultimus HSB The shadow schema is internal and invisib
20. to nodes in the Local XML Schema Graphical linking is an elegant method of mapping data based on the needs of each step in process Furthermore XML nodes in each step are also graphically linked with UI components of human steps or data components in integration steps Since data mapping can be readily accomplished at any of these steps complete flexibility is provided to process designers Ultimus Adaptive BPM Suite 8 0 New Features Page 53 ZS ULT e powering People Driving Process X Adaptive The Ultimus Human Services Bus is adaptive for the needs of human centric business processes that are characterized by change Adaptability is supported by the inherent architecture of the Human Services Bus that relies on XML The data container can be expanded easily and on an ad hoc basis Information fields can be mapped with unlimited flexibility Data transformations and calculations are readily performed using the integrated Formula Engine Furthermore the variables or nodes defined in the XML Schemas can be used with Ultimus Adaptive Discovery technology to implement rules that can be changed dynamically and adapt to rapid changes in the environment Conclusion The Ultimus Human Services Bus is a powerful expandable and adaptive service bus that is optimized for handling the many requirements of human centric process with ease and fidelity It uses XML as its core architecture in a distributed topology Not only does the Ultimus HSB enable
21. use the power of a Business Chart or the convenience of a Directory Chart or a combination of both Organization Chart is A Rich NET Desktop Application A new NET based application named Ultimus Organization Charts has replaced the former ActiveX Organization Chart client This provides for a faster and more feature rich environment to work in New Rich Ergonomic User Interface The Ultimus Organization Chart has an entirely new user interface with movable and dock able toolbars for customer convenience and ergonomics On demand Save of Business Charts A Business Chart is saved on demand as opposed to live save in previous versions This enables user to un do any changes that they may have made and go back to the previous version Business Charts can be Copied for Reuse The new Ultimus Organization Chart 8 0 provides users the ability to create copies of charts This enables users to easily replicate charts when an organization has similar units Drag amp Drop Creation of Charts Charts can be created and populated via drag and drop e A user can create a Job Function and then select a user in a directory and drop that user into the Job Function e A user can select a user or a user group from a directory and drop that user into the group Chart Personalization Color schemes for the background of a Business Chart or node can be changed Ultimus Adaptive BPM Suite 8 0 New Features Page 29
22. using a new feature called Round Trip Optimization e Process documentation has been improved and enhanced e New ability to perform comparisons of performance metrics from two different scenarios e The definition of modeling variables has been improved and simplified to make it easy to optimize processes e Process Designer reports have been improved to provide a better understanding of process metrics and assist in optimization The reporting speed has also been greatly increased The following sections provide additional details about these benefits Detailed Description of the Benefits of Process Designer New Ergonomic User Interface The Ultimus Process Designer sports a new ergonomic user interface that enables business analysts to easily and quickly model document and optimize business processes NET Application The Process Designer is a NET desktop application that benefits from the capabilities of the NET platform Improved Process Documentation Process documentation has been improved and enhanced Round Trip Optimization Real time data from active and completed processes can be easily imported into the Process Designer and scenarios generated based on the data This enables processes to be optimized based on actual metrics rather than the assumptions made by analysts Balance Report for Each Step Currently the Balance Report is provided for the overall process but not for each step In Ultimus BPM Suite 8 0 u
23. 14 S ULTIMUS gt Empowering People Driving Process Object Notes Saved on Export When a process is exported any object notes associated with the process are exported as well Improved Simulation Watch Window The following enhancements have been made to the Simulation Watch Window e Save Watch Variables While a map is open for editing and simulation any variables that have been added to the Watch Window are saved so that they do not have to be re entered e Watch Window Resizing The watch textbox will resize itself wnen the Watch Window is resized This will enable the user to view the strings that may exceed the length of current textbox e Copy Text The text in the Watch Window can now be copied to the clipboard e View System Variables System Variables can now be added to the watch window in addition to user defined variables Minimum Response for JFG and Department Recipients A process designer can now select a Minimum Response value for a step where the recipient is a Job Function Group JFG or Department Improved Flobot Training The Flobot training interfaces have been modified and made consistent and identical for all Flobots In addition Flobot training is not dialog based anymore and is presented inline in the Ultimus BPM Studio workspace as an Editor This makes it much easier to train Flobots New Every Business Day Launch Type The Every Business Day launch type will allow processes to be launched e
24. Administrator application has been divided into two applications in order to better segregate the responsibilities of system administration and process administration e System Administrator e Process Administrator Detailed Description of the New Benefits of Ultimus System Administrator NET Applications The new System Administrator is a NET based Microsoft Management Console MMC snap in Administrators can use the same interface for managing Ultimus as they can to manage other enterprise applications System Administration Ultimus System Administrator provides powerful centralized capabilities and conveniences for managing and administering the Ultimus BPM Server It also provides the tools necessary to manage exceptions in the system applications and in workflows New Server Configuration Capabilities The System Administrator provides the means to configure a number of BPM Server capabilities i Client Broadcast Message The message that is broadcast to all client users and appears in the Ultimus Client and Thin Client status bar ji SharePoint Attachment Repository Path Configuration Users can specify where they want to configure the attachment repository lil New enhanced Housekeeping features and configuration IV New Custom E Mail and Auto Launch Property Pages and Dialog V New Single sign on configuration feature for application like Client Thin Client Form Access and Reports vi Organizations vii Connecto
25. EE 15 a VIC EE 15 Improved Process DocHmentoiton 3 Failed Flobot Message in Simulation EE 16 New System Variable User TEE 16 Use oj Memo E EE 16 SEENEN 17 MAJOR NEW BENEFITS OF ULTIMUS CLIENTS sissscsivccsscndudusscsacsostenteientendewesndvoedensenaevesnocusavedondevesntuassentonndes 17 DETAILED DESCRIPTION OF THE BENEFITS OF ULTIMUS CLIENT 17 New Ergonomic User Interface for Greater User Productivity 17 Identical Client Capabilities Provide Freedom of Choice 17 SOA TOFAS VANU C POTOLO cs a E T 18 All Forms Types Supported in Either Cent 18 Ultimus Adaptive BPM Suite 8 0 New Features Page 2 S ULTIMUS powering People Driving Process RN S Greater EE 18 Shared Views E 18 CHEGIROUT ANG Check Of Eege 18 E CUO TAS VOW EE 18 Retning atask tothe guene eieiei 18 PUSS UTICA VC cies sect E E 18 TiK TRCN ASST Ee 19 C VC ie ceases epson cause veces maa eae a A A T TT 19 R E COP CM IA E eebe 19 Folders to Organize Views ccccccccccccccccccccecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeEEE EEE EEE EEE EE EE ELLEEEEEEEEEEEEEEEEEEEEEEEE EE EEE EEE BEEBE 19 Any Schema Variable Can Be a Column in a Hiem 19 Enhanced Task Assignment ssisesiucricsaansnsiardsesissicananduesdannwdinenanbnlidansksintamaadsbidusanssheeadednbiassaastaiaacindeeuenessanaconsss 19 New Community Cents san stscaicsinsseticinndrss series anssatinssasntdesiosiainsidicndnitelsiun ea RE EADE EES DER ETSE ERER TNE SEET 20 Multiple Column Sorting sz cetcscavasoraintatstianwssstaimestse
26. ENCE EE 54 APPENDIX ff SUPPORTED TECHNOLOGIES sscssscscssdsasscvscessswastacessacscdsrsastansccanssassisneccsssdecressdsandenes 55 Ultimus Adaptive BPM Suite 8 0 New Features Page 5 S ULTIMUS gt Empowering People Driving Process 1 0 INTRODUCTION This document details the new customer benefits of Ultimus BPM Suite 8 0 The second chapter of this Guide highlights the major new benefits of Ultimus BPM Suite 8 0 Chapters 3 12 describe the new benefits of each module of the Suite in detail Appendix 1 describes the new Ultimus Human Services Bus and its benefits The Human Services Bus is a key new technology of Ultimus BPM Suite 8 0 Appendix 2 provides details of the new technologies that Ultimus supports This Guide is designed for Ultimus customers prospects and partners and for employees in all departments so that they can familiarize themselves with the many innovative benefits of the Ultimus BPM Suite 8 0 It assumes that the reader has a good knowledge of the features of the Ultimus BPM Suite 7 1 The purpose of the Guide is to highlight the many new features In particular the Guide emphasizes the collaborative human centric capabilities of Ultimus that provide differentiation and realizable customer benefits In addition it emphasizes the new Ultimus Human Services Bus and the SOA based design of Ultimus that takes BPM to a new level of scalability and faster time to value The Guide is not a user manual and therefore do
27. Studio is an environment that provides access to the repository and the required editors for each object Powerful new object level versioning is provided Easily define new business rules using a graphical rules editor within the Ultimus BPM Studio The flexibility of the Ultimus Director is now available inside the BPM Studio UnRuly Events can be evaluated and resolved during simulation in the Ultimus BPM Studio This provides a powerful means of building rules in the design phase A new concept of Connectors has been introduced A Connector provides a single place to define connection and configuration details for database E mail web service and FloStation objects Changes to passwords and other parameters can be handled easily at one place and applied automatically throughout the process wherever a Connector is used Persistent property sheets are provided so users can quickly modify the properties of any control or multiple controls at the same time E mail notifications can be enabled and configured on a per step basis providing greater flexibility An E mail override prevents e mails being sent to users during development and testing A new presence aware routing scheme is provided that assigns tasks based on which user in a group is online Process publishing and version control is greatly enhanced Users can now upgrade any existing version of a process when they are publishing a new version The Form Object Library is great
28. TIMUS ORGANIZATION CHART RU 28 Business Charts and Directory Charts for Flexibility and Choice 28 Organization Chart is A Rich NET Desktop Application aaaaannnnannaananannnnnnnnennnnnnnnnnnnnnnnnnnneeeeae 29 New Rich Ereonomic EE 29 On demand Save of Business Charte 29 Business Charts CON EE 29 rar amp Drop Crealon Of 10 ae ee anar aT eT ae EA ENNE FESE 29 EE 29 Recipients can be from Multiple Organizations ccccccccccc cece EEE EEE EEE 30 Independent Business Organization Database cccccccccccccccccsccceceeeeeee eee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 30 VCO SCAM EE 30 Mulliple OV OMI ZOOM EE 30 a VS TE PR KE 31 MAJOR NEW BENEFITS OF UL TIMUS IREPORTS cscsacacensssesvcescadetoweses ecto aE EET TEE EE 31 DETAILED DESCRIPTION OF THE NEW BENEFITS OF ULTIMUS REPORTS au 31 Redesigned and Ergonomic User Jnteriogce 31 EE EEN 31 Reports Based on Process Versions Eeer 31 Dynamic Selection of People Included in Renate 31 Ee 32 EE Eege 32 Eege EA 32 PICKIDIC TIMEVAME EE 32 Drill Down in Process Monitor RED OPE sivcssinsicssisncecctstasisssateckiatstaaacsiis ecoetataedeaatsnoia dE 33 Report Totals Available for Additional Renate 33 Updated DOTS W OTA sistas wh ohne steed deren sree i eines dentate oes 33 The Reports Wizard dialogs are updated so that they are easier tO navigate o on 33 TOV E BIS see esta aa apes aca es ata edie tage aes Tecate eat scene esas eases 33 Dynamic Selection of People
29. Versatile Microsoft Office 2007 Forms amp SharePoint 2007 Flobot Through seamless integration with Microsoft Office 2007 Ultimus BPM Suite 8 0 enables Office 2007 users to start processes from within Office and use Word documents and Excel spreadsheets as electronic forms New Smart Attachments allow automatic exchange of data between Ultimus Forms and attachments The new SharePoint Flobot and SharePoint Control provide an easy way for customers to work with SharePoint documents sites repositories and events Faster Process Design via the New Ultimus Human Services Bus A new patented Distributed XML Model is the modern upgrade of the Ultimus spreadsheets and provides powerful capabilities for structuring defining managing and routing information This XML based approach is the foundation of the new Ultimus Human Services Bus HSB and preserves the ability of performing calculations that Ultimus customers have come to rely upon heavily The Ultimus HSB makes it easy to create sophisticated data models and expedites process design and maintenance Increased Agility through Integration of Adaptive Discovery and Business Rules Ultimus Adaptive Discovery technology is now integrated within the Ultimus BPM Studio so it can be used at design time as well as run time Rules are designed inside the BPM Studio UnRuly Events are detected and resolved in simulation Powerful new rules versioning capabilities are also provided to enhance agi
30. as been standardized for ease of learning All Flobots are trained in the same manner Rich Formatting of E mail Messages The E mail and Exchange Flobots now support HTML based e mails that are much more graphical and readable New Open Source Database Flobot In order to assist customers who wish to develop their own custom Flobots the source code for an example Database Flobot is available Multiple Actions for All Flobots Every Flobot supports multiple actions Ultimus Adaptive BPM Suite 8 0 New Features Page 34 ULTIMUS gt Empowering People Driving Process Enable Disable Flobot Actions Actions of Flobots can be enabled disabled by a variable Therefore an action may or may not be executed based on the value of the variable Support for defining which SMTP port to use The e mail Flobot now allows the user to specify the SMTP port to be used providing greater configuration flexibility Recipients can be added to CC and BCC fields E Mail and Exchange Flobots allow recipients to be added as variables to the CC and BCC fields Recipients can be a Business Organization Group Department Job Function etc In addition to the existing recipients the Exchange Flobot recipient can also be a Group Department or Job Function selected from the Ultimus Business Charts Ultimus Adaptive BPM Suite 8 0 New Features Page 35 S ULTIMUS gt Empowering People Driving Process 10 0 ULTIMUS ADMINISTRATOR The Ultimus
31. asks for any time period Ultimus Adaptive BPM Suite 8 0 New Features Page 32 S ULTIMUS gt Empowering People Driving Process ANY DAY Do not filter by date TODAY View today s tasks ON SPECIFIC DAY View the status of various tasks on a specific date RELATIVE TO TODAY View status of tasks relative to a specific date For example view tasks that occurred two days before and three days after the specified date Drill Down in Process Monitor Report Users can select a step status active complete late aborted etc to view all of the incidents that have steps in the selected state and the recipients of each step Report Totals Available for Additional Reports Report totals have been added to two reports Incident Cost Report and Incident Elapsed Time Report Updated Reports Wizard The Reports Wizard dialogs are updated so that they are easier to navigate New Query Pane A new query pane has been added to simplify the design of reports Dynamic Selection of People Included in Reports A single report can be defined that changes the people included in the report depending on who is viewing the report Easily Change Column Order of Reports Users can now easily change the column order in reports View Reports in Clients Reports can now be viewed from inside Ultimus Client and Thin Client Easier and Intuitive Access to Reports Ultimus Reports 8 0 provides access to general reports for people and proc
32. asy for users to select and work with a large number of tasks The Ultimus Thin Client uses a modern SOA for interaction with the Ultimus BPM Server providing increased performance and agility Detailed Description of the Benefits of Ultimus Clients New Ergonomic User Interface for Greater User Productivity The user interface of the Ultimus Client and Thin Client has been completely redesigned with aesthetics and ergonomics in mind The rich folder based interface provides easier navigation and increases the productivity of users participating in business processes Identical Client Capabilities Provide Freedom of Choice The Ultimus Client and Ultimus Thin Client offer the exact same functionality Users can choose to use either one depending on their preference and desktop selection Ultimus Adaptive BPM Suite 8 0 New Features Page 17 S ULTIMUS gt Empowering People Driving Process SOA for Agility and Upgrades The Ultimus Thin Client uses a modern SOA for interaction with the Ultimus BPM Server This means that they are isolated from the server and can be more easily upgraded and provide backwards compatibility SOA also makes it easier for the development and maintenance of custom clients SOA combined with AJAX in the Thin Client provide increased performance and agility All Forms Types Supported in Either Client The Ultimus Client and Ultimus Thin Client can be used to open all form types supported by Ultimus These inc
33. cccccccccccccsssssssscccecccecceeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseseseeeeeeeeas 24 More TCX Data SOn rata ENEE 24 New Custom Script Control for Flexibility in Designing Forme 24 VACA TS ENTE G7 E 24 SOL Actions on Form and Page Events 24 eege 24 New OnChange Event for Greater Form Design bievibiin 24 PUSAN UCA ONION ee 24 Dinamic Eden 24 Send amp Search Next Incident simplifies working with Large Task Liste 24 LO OKLA EE Se 6 0 UL TIVMIUS BPM SERVER sccsceeccecscxersccosseecesesiesed coveevsecusteececsutvencosseeescucvsnvssesvoeasetencctecuevacsseesestcocsestexe 26 MAJOR NEW BENEFITS OF THE ULTIMUS SERVER E 26 DETAILED DESCRIPTION OF THE NEW BENEFITS OF ULTIMUS SERVER ssssssssssesssssssssreessssssrrressssssrerees 26 Increased Agility through new ACL 26 Ultimus Adaptive BPM Suite 8 0 New Features Page 3 S ULTIMUS gt Empowering People Driving Process Enhanced Scalability via XML Based Architecture ccccccccccccccc cece cece cece cece e eee eee EEE EEE 26 Increased Performance by Separation of Completed Jucidenis 26 More Flexible Housekeeping Configuration ccccccccccccccccccccccccsceecccececeeeeeeeseeeeeeeeeeeeeeseeeseseeeesseesseeseeees 27 Performance Optimization and E 27 T0 ULTIMUS ORGANIZATION CHART isc cvscssssncssacssevesstegetssesncabsnutanescunseecanestecesensncnunastesessaseceeyecssunens 28 MAJOR NEW BENEFITS OF ULTIMUS ORGANIZATION CHART 28 DETAILED DESCRIPTION OF THE NEW BENEFITS OF UL
34. ctors Provide a Single Place for Configuration In prior versions of the Ultimus BPM Studio database e mail web service and FloStation information was tied to each individual process and each and every instance of these had to be edited when moving from development to test and then to production If a database username or password changed the user had to go to each and every form event condition of Flobot where it is used to change it Ultimus BPM Suite 8 0 provides Connectors that abstract this information from the process to provide a single place where the information can be stored and edited For instance a process designer needs access to a database that contains employee information The designer would create a connector and name it EMPdb and set the appropriate connection information Whenever the designer requires access to the employee information he would refer to this connector The same connector would be created and published on the Ultimus production BPM Server with the production connection information Ultimus Adaptive BPM Suite 8 0 New Features Page 10 S ULTIMUS gt Empowering People Driving Process Now when the process is published to Ultimus BPM Server the connection information Such as the database server name database name username and password does not have to be changed because the production server already has the correct information Connectors are provided for the following resources
35. d capabilities Processes View A Process View is provided for managing and administering processes including new process level rights configuration Reports View This view allows the process administrator to assign rights for each added user against published Reports Incident and Steps Filters Configuration This view allows the configuration of incident and step level filters Ultimus Adaptive BPM Suite 8 0 New Features Page 37 S ULTIMUS lt gt Empowering People Driving Process 11 ULTIMUS DIRECTOR Major New Benefits of the Ultimus Director The major new benefits of the Director are e The Ultimus Director has been upgraded with an ergonomic and modern user interface e The Director now has a proactive mode and a reactive mode to handle UnRuly Events Detailed Description of the New Benefits of Ultimus Director Improved User Interface User Interface has been improved and enhanced to enable business analysts Process Expert to easily define edit test and deploy business rules Separation of Process and Step level Rules Panes Two new panes separate process level rules and step level rules for easier design and modifications Proactive Mode Proactive Mode is for general proactive editing of rules by the Process Expert If there are no UnRuly Events the UnRuly Events window will be closed by default and the user will be able to work in Proactive Mode If the user closes the UnRuly Events window the Direct
36. d in a view and the client user can interact with queue tasks just as they can with any other view Tasks opened from the Queue Task view are assigned to the client user as soon as the form is opened If the client user closes the form without submitting it the task will be removed from the Queue Task view and placed in the user s Inbox view From the client user s Inbox view the client user can choose to send the task back to the Queue Task view by right clicking on the task and selecting Return to Queue Returning a task to the queue Queue Tasks can be retrieved either through the Get Next Queue Task button or by opening a queue task in the Queue View These actions cause the task to be assigned to the user Once the user has taken ownership of the task the user can send the task back to the queue from the user s Inbox or other task view Assigned Tasks View Assigned tasks are those tasks that the client user has delegated to other users The Assigned Tasks View is a view of the tasks that the client user has assigned to others This view provides a quick overview of all the tasks a user has assigned to others thus making it easy to delegate tasks and check the status of each task Ultimus Adaptive BPM Suite 8 0 New Features Page 18 S ULTIMUS gt Empowering People Driving Process Take Back Assigned Tasks A user can easily and quickly take back any task he or she has assigned to another user Group View T
37. details for modeling linking and routing information as a part of the business process It eliminates the use of heavy spreadsheet components while providing a formula engine the enables calculations to be performed as in the spreadsheet This enhances scalability and results in improved performance The new model is multithreaded which makes it ideal for a server deployment Increased Performance by Separation of Completed Incidents The Ultimus Server 8 0 is designed such that completed incidents are removed from the active database to an archive database after a time period that is configurable for each customer The goal is to minimize the size of the active database which is directly correlated with performance The Ultimus experience in the prior version where active and competed incidents were all kept in the same tables is that 80 90 of the typical customer s database Ultimus Adaptive BPM Suite 8 0 New Features Page 26 S ULTIMUS gt Empowering People Driving Process was consumed by completed incidents This new capability will go a long way in improving performance by maintaining lean database tables More Flexible Housekeeping Configuration Ultimus Server 8 0 provides much more flexibility for configuring housekeeping This enables customers to configure at what times different housekeeping tasks are performed Performance is increased because housekeeping takes CPU time By controlling when various housekeeping tasks are perf
38. ds when a user places the mouse pointer over the control More Flexible Data Sorting Data in advanced controls can be sorted taking into account the data type date numeric alphanumeric New Custom Script Control for Flexibility in Designing Forms Custom controls and other web pages can be added to any Form The web pages can be HTML ASP NET JSP PHP or any other type of web page The designer benefit of this is that customers can now use this control to incorporate any type of script in the Ultimus Forms They no longer have to switch to Thin Forms simply for the reason that they could not add some small functionality to the Ultimus Forms This important feature eliminates the need for having to use Thin Forms whenever customization is needed New Button Action The Button control has a new Send and Get Next action This action can be used instead of requiring the user to select the Send and Get Next menu item SQL Actions on Form and Page Events Structured Query Language SQL Actions can be run on Form and Page events providing the ability to design more sophisticated forms Control Focus on Right click Focus on a control is set when a user right clicks on it in the past only a left click set focus New OnChange Event for Greater Form Design Flexibility Ultimus controls have a new OnChange event that can be used to trigger actions when the value of a control changes Display Hide Any Control Visibility o
39. e A separate FOL Editor is provided specifically for designing and modifying Form Objects e FOL is now tied to a process This means that the variables linked to a Form Object are meaningful and the Form Object can be easily reused throughout the process without having to re link variables e FOL now fully supports versioning at the Form Object level This makes it easier to manage and maintain a solution Immediate Renaming of New Objects When a new object is created in the Repository View it can be immediately renamed Easily Identifiable Object Names Only unique names will be allowed for objects within the same folder This enables users to clearly identify each object in the folder Anonymous User and a Defined Recipient Can Initiate a Process A Begin step can now have multiple initiators both anonymous and a defined recipient For example a business may have a Company Improvement Suggestions process that employees customers and website visitors can launch The employees and customers could launch the process themselves and website customers could launch it as anonymous users External Launch Type If a process is going to be launched by an external means such as a text file e mail or Web Services the process designer may select the new launch type called Externally Launched This new launch type prevents the process from having to appear in a user s Initiate view Ultimus Adaptive BPM Suite 8 0 New Features Page
40. e can be added as column in a view at anytime and the client users can do it themselves The designer of a process no longer has to define databound variables in advance because the XML variable information from that process is exposed to the client ina view In addition columns can be added to a view or hidden within a view Users can also select the order in which the columns appear and sort the view by using a primary and secondary column For instance a user may wish to sort the view by process name and then by due date Enhanced Task Assignment Assigning tasks to other users within the business organization has always been one of the hallmark benefits of Ultimus human centric BPM With Ultimus BPM Suite 8 0 Ultimus extends this ability to allow users to e Assign tasks to any other user within the Business Organization and to users within any configured Directory Organization e Assign future tasks that may be created between a begin and end date for specific processes or steps to another user e Enhanced capability to un assign current or future tasks Users will be able to take back assigned tasks or steps and they can control exactly what items are taken back Ultimus Adaptive BPM Suite 8 0 New Features Page 19 S ULTIMUS gt Empowering People Driving Process New Community Clients The new Community Client is a powerful new solution for organizations that want to empower a large number of employees customers partners
41. e process map can be color coded to identify which department or group it belongs to The steps can be placed anywhere in the process map where it graphically makes sense and helps to explain the flow of the process By simply looking at the color the viewer can readily identify which department or group it belongs to E mail Notifications Can be Sent to Any Recipient Type In addition to greater flexibility a new feature has been added that allows the Completion Time Expired and Late Step notifications to be sent to many different recipient types such as Supervisor Manager Job Function or a specific user etc Ultimus Adaptive BPM Suite 8 0 New Features Page 11 S ULTIMUS gt Empowering People Driving Process E mail Override for Testing Environments The system administrator can set an alternate e mail address to be used during testing or simulation This prevents e mail notifications being sent to actual users during the development and testing cycles This feature enables a process to be designed as it would run in production but for testing the e mail notifications go to a separate e mail without creating annoying junk messages during the testing of the process New Recipient Types for More Flexible Routing There are three new recipient types in Ultimus BPM Suite 8 0 to make it easy to design processes that depend on relationships These recipients replace the Relative Job Function recipient type which is no longer supported The
42. ent memo AbortlIncident Will abort an incident Note Methods may change based on usage and maybe added or removed based on the design moving forward ProcessServices Methods GetlnstalledProcesses Will return the processes installed on the server GetlInstalledProcessesbyLatestVersion Will return the processes installed on the server by their latest versions GetProcessSteps Will return the process steps for the given process Note Methods may change based on usage and maybe added or removed based on the design moving forward Ultimus BI Service The Ultimus BI Service provides unified loosely coupled access to all business and process data through an industry standard Web Service interface Ultimus Clients and Ultimus Reports use the same Ultimus BI Service By exposing this to customers Ultimus has Ultimus Adaptive BPM Suite 8 0 New Features Page 44 S ULTIMUS lt gt Empowering People Driving Process provided an elegant interface to all business and process data that also provides transparency to change in Ultimus database structures By using the Ultimus BI Service customers and system integrators can develop sophisticated reporting and BI solutions using third party tools The following tables list the classes and the methods that will be exposed for each of the classes in this namespace Methods xml GetProcessSchema Will return the combined schema BPM Data Process Data for a process xml GetResultsSche
43. es not elaborate on how the new features are implemented or used Ultimus Adaptive BPM Suite 8 0 New Features Page 6 S ULTIMUS lt gt Empowering People Driving Process 2 0 MAJOR NEW BENEFITS OF ULTIMUS BPM SUITE The Ultimus BPM Suite 8 0 is deigned from the ground up to strongly support the Ultimus Adaptive BPM strategy that is people centric ecosystem centric and change centric It reflects and incorporates Ultimus cumulative experience of deploying all types of BPM solutions for hundreds of customers in over 80 companies A large number of new capabilities in the Ultimus BPM Suite are a direct result of feedback from customers partners and employees The major new benefits of the Ultimus BPM Suite 8 0 are as follows Powerful new Collaborative Clients and Community Clients Ultimus BPM Suite 8 0 introduces powerful new capabilities in the Ultimus Client and Thin Client that enable natural collaboration among teams of information workers participating in business processes Collaborative capabilities include Shared Views Queue Views check in check out of tasks enhanced task assignment and take back and customizable process specific terminology In addition Ultimus introduces the new concept of Community Clients to enable large numbers of people in a community employees partners vendors shareholders students citizens and others to initiate and monitor processes using the full power of Ultimus Client and Thin Client
44. esses in an easy to use tabular view Ultimus Adaptive BPM Suite 8 0 New Features Page 33 ULTIMUS gt Empowering People Driving Process 9 0 ULTIMUS FLOBOTS Major New Features of Ultimus Flobots The Flobots have been updated in order to provide the following benefits e The training interface for all Ultimus Flobots has been standardized for ease of learning e The E mail and Exchange Flobots now support HTML based e mails that are much more graphical and readable e A powerful new SharePoint Flobot has been added e In order to assist customers who wish to develop their own custom Flobots the source code for an example Database Flobot is available e Every Flobot supports multiple actions e Actions of Flobots can be enabled disabled by a variable Therefore an action may or may not be executed based on the value of the variable Detailed Description of the New Benefits of Flobots NET Applications All Ultimus Flobots are now NET based for better performance and scalability New SharePoint Flobot The SharePoint Flobot is a new Flobot that replaces the File Flobot The SharePoint Flobot has all of the functionality of the File Flobot in addition to the following new capabilities e Create Delete a SharePoint site e Create Delete a Document Library e Create Delete SharePoint document folder e Add users to a repository Standardized Training for Easier Learning The training interface for all Ultimus Flobots h
45. ew Features Page 40 se ULTIMUS gt Empowering People Driving Process 13 ENTERPRISE INTEGRATION KIT Ultimus SOA The major new benefits of the Ultimus BPM Suite 8 0 EIK are the introduction of the Ultimus Client Services and the Ultimus BI Services These web services provide the primary means of integration between the Ultimus Server and third party integration The use of these web services means that the Ultimus BPM Suite itself is now based on a Services Oriented Architecture SOA The Ultimus Client and Ultimus Thin Client interact with the Ultimus Server through these services along with third party clients and reporting applications that all can use the same web services interface as illustrated in the diagram below Client Services Layer Ba Ultimus BPM Suite Server Ultimus Adaptive BPM Suite 8 0 New Features Page 41 S ULTIMUS gt Empowering People Driving Process SQL Reporting Custom Pages Services and Forms j Ultimus BI Services Ultimus BPM Suite Server The use of SOA as the core design of Ultimus means that Ultimus customers benefit from all advantages of this modern architecture i Client side applications are loosely coupled with the server providing agility ii The web services provide a layer of abstraction so that changes made to the server are isolated from the client This makes it easier for migrations and upgrades lil Client applications can consume services
46. flow it is also necessary to protect state information through transactions in order to guarantee data integrity and consistency of state information The same is true for business information that evolves and changes as it goes through the various steps in the process Furthermore it is important that this information be accessible for reporting and BAM purposes as noted in iii above For long running processes it is not practical to provide visibility of data only at the end of the process Data Transformation and Calculations The ability to transform data is an essential requirement of the HSB Not only do human centric processes touch different systems that need data in different format they also touch different people who need to see the information in different formats and for different purposes The HSB must provide sophisticated and seamless capabilities for transforming the data through a powerful calculation engine The presentation layer must provide the data in the native regional language and also take care for the currency and local date formats etc Data Mapping Human centric processes interact with many different applications that have different information containers Data carried by the HSB must be easily map able to these third party containers without the need for intermediary adaptors Adaptive Human centric processes are characterized by frequent change The ability to adapt to change is a key requirement for the success of
47. h step deals only with the data that is needed for the step A step that uses a hand held device to enable a manager to make a decision is not encumbered with all the data and overhead that may be associated with the Main XML in the server and is necessary for the definition of a complex process Finally the ability to have repeating nodes means that additional information can be added when needed without the need to pre define a node in anticipation of the need vii Long running Processes The Ultimus Human Services Bus maintains all process and state information in a database This means that it can readily support long running processes as well as short processes with equal ease Furthermore as noted in item iii the business and process information is easily accessible for reporting and BAM through the Ultimus BI Service viii Data Transformation and Calculations The Ultimus Human Services Bus has a built in sophisticated formula engine that has all Excel type scientific and logical functions using a notation that is widely used and readily understood This formula engine is linked to variables contained in the Main and Local XML Schemas Therefore the Human Services Bus readily supports data transformation and calculations to any degree of complexity ix Data Mapping The Ultimus Human Services Bus inherently supports data mapping that is a basic requirement of a modern services bus XML nodes in the Main XML Schema are graphically linked
48. he Group View displays a tree view of the groups to which the user belongs and the processes to which the groups have rights This view is controlled by the Ultimus Process Administrator or the Ultimus Organization Chart Filter Search and Search View Client users can now filter tasks in a view based on process name step label incident number status priority and start and end times and on any process and step variables Client users can search for tasks in a view based on process name step label recipient and incident summary Client users can also build complex searches by entering various search criteria The search or filter criteria can be saved as a view and will be available in the Search Views folder Folders to Organize Views Views can be grouped into a folder For instance a client user may have 100 processes in which he participates These processes can be grouped by some commonality such as Human Resources related processes Sales related processes and Finance related processes For example twenty five are Human Resources twenty five are financial twenty five are sales and twenty five are engineering related To keep the tasks related to each of these processes separate from one another the user may create four folders with views based on these departments or functions Any Schema Variable Can Be a Column in a View Variable information is stored as XML as part of the Ultimus Human Services Bus Any variabl
49. he user s full name Use of Memo Variable SYS MEMO The Memo variable SYS MEMO can now be used as a system variable anywhere that other system variables are used Ultimus Adaptive BPM Suite 8 0 New Features Page 16 S ULTIMUS gt Empowering People Driving Process 4 0 ULTIMUS CLIENTS Major New Benefits of Ultimus Clients The Ultimus Client and Ultimus Thin Client offer many new benefits that enable greater collaboration and make it easier for people to participate in processes The Ultimus Client and Ultimus Thin Client have been completely redesigned and updated providing a feature rich folder based user interface The Ultimus Thin Client offers superior performance through the use of AJAX Asynchronous Java Script technology The Ultimus Client and Ultimus Thin Client offer the exact same functionality The Ultimus Client and Ultimus Thin Client can be used to open all form types supported by Ultimus Powerful new Shared Views are offered for collaboration Shared tasks support check in and check out The ability to assign tasks to others has been greatly improved and made more flexible New Community Clients are offered to enable communities of users to initiate processes and check their status Queue Tasks can now be included in any default or custom views just like any other task Any process variable can be declared as a column in a view The results of a search can be saved as a view making it very e
50. ill update a view for a Group AddTrustedUse Will assign trust on a view to a user Remove TrustedUser Will remove a trust on a view GetTrusteesList Will get a list of users who have given trust on their views to the user ConfigurationServices Methods GetDomainsOnServer Will return the list of domains on the server GetServerVersion Will return the version of the server GetTimezonelnformation Will return the time zone information about the server TaskServices Methods Ultimus Adaptive BPM Suite 8 0 New Features Page 43 AssignTasks Will assign the given tasks to the specified users AssignAllCurrentTasks Will assign all the current tasks for the user to the specified user AssignAllFutureTasks Will assign all the future tasks for the user to the specified user Assign ToProcessExpert Assigns the given task to the process expert TakeBackTask Will take back the task from the assigned user GetFormURL Will get the form URL for the task GetTaskData Will get the form URL for the task SubmitTask Will submit task DeleteTask Will delete the task from the user s tasklist if the task is complete Note Methods may change based on usage and maybe added or removed based on the design moving forward IncidentServices Methods GetlncidentStatus Will return the status if the incident CanAbortlncident Will return the incident abort status GetlncidentData Will return the incident data GetlncidentMemo Will return the incid
51. isor has Same Rights as Subordinate A supervisor of a user can perform any action on a task that the subordinate user can perform open sign submit abort etc New Tasks Are in Bold Font for Easy Recognition Tasks now have a visual indication as to whether they have been opened or not New tasks or tasks that have not been opened have a bold font Tasks that have been opened but not submitted are in a normal font Customizable Tagline in the Standard Client Users can now edit the Tagline of the Ultimus Standard Client by modifying the appropriate line in the web configuration file This allows the Client to be configured for each customer Note that the logo is already configurable Personalize Appearance A user can personalize the appearance of the client in the following ways i the background color of the client ii the font type and size lil table coloring including Overdue Task Color and Urgent Task Color IV date format V currency vi header appearance In addition using the Customize View action the icons on the toolbar Search Customize Views Incident Status and so on can be modified for each view or applied to all views Enhanced Thin Client Performance via AJAX The Ultimus Thin Client offers superior performance through the use of AJAX Asynchronous Java Script technology The use of AJAX means that an entire client page does not need to be re painted when a part of the information on the page changes This
52. istrator Messages for Client Users Using the new System Administrator application administrators can create a message that will be displayed by the Ultimus Clients upon login or upon a client view refresh The Ultimus Adaptive BPM Suite 8 0 New Features Page 20 S ULTIMUS gt Empowering People Driving Process message can be added deleted or changed at any time This provides a simple mechanism for sending administrative messages to all users Signature Persistence A user who must sign multiple forms in a row via the Ultimus Signature Control can choose to set a Signature Persistence value expressed in minutes This eliminates the need to retype a password within the specified time duration For instance Fred has three purchase request tasks that he must approve He has set his Signature Timeout to be ten minutes When he opens the first task he is prompted to enter his password in the signature control He then opens the next task and when he selects the signature control his password is already filled in as long as it is done within ten minutes of the last time the signature control password was entered If he waits more than ten minutes to open the next task he must enter his password again for security Thus a user can set a reasonable signature persistence duration and approve multiple forms quickly This feature is especially useful with the Send amp Get Next and Send amp Search Next features of the Ultimus Forms Superv
53. ite 8 0 is built entirely on Unicode This supports the Ultimus strategy of providing a global solution in many languages Enhanced Ergonomics through New Human centric User Interface All modules of Ultimus BPM Suite 8 0 have a modern new user interface and look and feel Additionally all user interfaces have been designed for ergonomics and ease of use that promotes rapid learning and adoption Over 100 Other New Benefits and Enhancements Over 100 other new benefits and enhancements are included in Ultimus BPM Suite 8 0 that Ultimus has garnered from over 13 years in the BPM industry The vast majority of these are a direct result of customer feedback and suggestions Details of all these benefits and capabilities are provided in the rest of this Guide Ultimus Adaptive BPM Suite 8 0 New Features Page 8 S ULTIMUS lt gt Empowering People Driving Process 3 0 ULTIMUS BPM STUDIO Major New Benefits of the Ultimus BPM Studio Ultimus BPM Studio introduces a number of beneficial and human centric enhancements to enable rapid development testing and maintenance of business processes An updated user interface that uses a tabbed display of editors and property sheets for maps steps and controls Additionally certain property windows can be moved around the workspace or docked in given areas to cater to individual preferences A process is divided into components or objects rather than being just one large file The Ultimus BPM
54. le to the users In this way the visible schema conforms to the industry standard XML whereas the HSB specific information is hidden and protected Information contained in the shadow includes linking and calculation formulas Formula Engine Each XML schema has a powerful formula engine that implements the mathematical and logical functions of popular spreadsheet applications Nodes of the schema are used as variables in the formula engine Whenever a value of a node is changed the formula engine is invoked and all related nodes are re calculated This is similar to how a spreadsheet is recalculated as soon as one of its cells is changed This powerful capability allows dynamic calculations as a seamless part of the process Linking Main XML Schema with Local XML Schemas Nodes in the Main XML Schema can be easily linked with nodes in the Local XML Schema Linked nodes are used to transfer data from the server to the client and vice versa Process designers can further specify the direction of information flow This linking enables mapping of information from client to the server Furthermore nodes in the Local XML Schema are also linked to fields in UI component and fields in containers of other applications or services Ultimus Adaptive BPM Suite 8 0 New Features Page 49 ZS ULTIMUS gt Empow LT IMU The Ultimus HSB is illustrated in Figure 1 Main Schema 2 em ab Item Price e Item Quantit D Item Total 3 Order Total B i
55. lity Of course the Ultimus Director is also available to provide run time handling of UnRuly Events and changing business rules Greater Visibility through Comprehensive new Reporting BI Capabilities In addition to major enhancements in Ultimus Reports Ultimus BPM Suite 8 0 offers many new reporting and BI capabilities These include new Ultimus Alerts that notify users when thresholds are exceeded and a new Ultimus BI Service that allows third Ultimus Adaptive BPM Suite 8 0 New Features Page 7 S ULTIMUS gt Empowering People Driving Process party BI and reporting solutions to easily integrate with business and process information captured by Ultimus Easier Inclusion of People through Expanded Organization Charts The Organization Chart in Ultimus BPM Suite 8 0 is a completely new application that supports Universal Search and Browse drag and drop creation of charts and the ability to use Active Directory and LDAP directories as organization charts without any modification Faster Deployment through New Flobots and Integration Capabilities All Ultimus Flobots have been enhanced and their training has been standardized for ease of learning Rich HTML e mail is supported Testing of Flobots and their execution has been enhanced In addition a new Database Flobot is available as an open source product to enable customers to jump start their integration efforts Improved Localization through full Unicode Ultimus BPM Su
56. lude Ultimus Forms Custom ASP NET Forms Microsoft InfoPath Forms and Microsoft Office Forms Greater Choice of Browsers The Ultimus Thin Client now supports the Firefox browser in addition to continued support of Internet Explorer Shared Views for Collaboration A shared view is a method of collaborating with trusted users This feature allows users to share task views with another user or group of users A client user may choose to allow another client user to view and perform his her tasks for a specific view or views For instance Fred and Sally are co workers in different departments but Sally often needs to work on some of the tasks that are in Fred s Inbox Fred can define a view and choose to share it with Sally He can also declare if it is read only or if Sally can actually complete the tasks In Sally s client she can choose the Shared Views item to see the view that Fred authorized her to see Sally can now work on those tasks in Fred s view Check out and Check in of tasks A client user who has shared his her views with others can see who is working on any of his tasks A task is marked as checked out when it is opened Therefore when a task is checked out no one else can open the step until it is checked in This prevents multiple users from opening the same task at the same time and trying to submit it Enhanced Queue Task View Queue Tasks are no longer in a separate dialog box Queue tasks are now displaye
57. ly enhanced and has been made process specific making it to be much more useful The Form Designer has been greatly enhanced and new Grid Controls Calendar Control and HTML control have been added SwimColors have been introduced as a far superior alternative to swimlanes More information about the new benefits in Ultimus BPM Studio is provided below Description of the Benefits of Ultimus BPM Studio Ergonomic New User Interface for Rapid Process Design The BPM Studio sports a completely new user interface with dock able toolbars and persistent property sheets The ergonomic user interface allows users to configure the desktop to their unique tastes and have rapid access to properties and other information with minimum keystrokes The goal of the new user interface is to facilitate rapid process design New Process Editors for Ease of Design The new Process Editors in BPM Studio are tabbed pages and multiple pages can be opened simultaneously The Process Editors include Ultimus Adaptive BPM Suite 8 0 New Features Page 9 S ULTIMUS gt Empowering People Driving Process Process Schema Editor Step Schema Editor Web Services Editor Form Editor Map Editor Flobot Trainer Editor Data Types Editor o Imported Data Types from external sources o Global elements variables available for use throughout the process Dock able Process and Property Editors The Property Editors are in a movable and dock able window that can be arra
58. ma Will return the schema of the query passed for a specific process This method will return the schema of the results based on the xquery passed and the schema of the process xml GetResultsSchemaGeneric Will return the schema of the query passed for a general query on the workflow database xml RunQuery Will run a query on the workflow database for a specific process xml RunQueryGeneric Will run an XQuery on the workflow database for all processees Ultimus Adaptive BPM Suite 8 0 New Features Page 45 S ULTIMUS gt Empowering People Driving Process Appendix I Ultimus Human Services Bus Ultimus Human Services Bus using the Distributed XML Model A Technical White Paper 15000 Weston Parkway Cary NC 27513 Phone 919 678 0900 Fax 919 678 0901 E mail info ultimus com http www ultimus com The Information contained in this document is accurate as of October 2006 Because of the speed at which technology is advancing the information recorded herein is dated and may have changed since this document was authored All the contents of this White Paper are protected by Copyright Laws and International Trade Agreements Copyright 2006 Ultimus Inc All rights reserved Ultimus Adaptive BPM Suite 8 0 New Features Page 46 ID ge ULTI Empowering People Driving Process Introduction The concept and value of an Enterprise Services Bus ESB is well understood in the domain of enterprise application integration
59. n any control including images can be set by the Ultimus forms designer Therefore any control can conditionally be hidden or displayed Dynamic Read only Attribute The process designer can not only mark a control as permanently read only or required he can now make these properties dynamic by using variables as can be done with the Show Hide and Enable Disable properties Send amp Search Next Incident simplifies working with Large Task Lists A new Send and Search Next Incident capability has been added in the Ultimus Forms in addition to the Send and Get Next Ultimus Adaptive BPM Suite 8 0 New Features Page 24 S ULTIMUS gt Empowering People Driving Process Long Page Names Form page names can have up to forty 40 characters and may contain non English characters in the page name Ultimus Adaptive BPM Suite 8 0 New Features Page 25 S ULTIMUS lt gt Empowering People Driving Process 6 0 ULTIMUS BPM SERVER Major New Benefits of the Ultimus Server The major new capabilities and benefits of forms in Ultimus BPM Server are as follows e The Ultimus BPM Server is designed on a Services Oriented Architecture SOA This provides for greater agility and easier integration with other applications in the BPM ecosystem e The Ultimus BPM Server provides enhanced scalability via a patented XML based architecture that is also extendable It inherently supports parallelism All the issues related to heav
60. nged to suit user preference In addition the properties are viewable as soon as a user switches from a step to another step to minimize the keystrokes Property Editors include e Map Properties for defining the properties of a process map e Step Properties for defining the properties of a step in the process This enhancement enables process designers to more efficiently develop business processes Rules and UnRuly Events Can Be Edited Within Ultimus BPM Studio Ultimus BPM Studio Client users have the ability to create and edit rules within Ultimus BPM Studio as well as in Ultimus Director Rules editing is graphical and support capabilities identical to those found in the Director When a process is simulated the rules defined for the process are used If the simulation encounters an UnRuly Event the BPM Studio user can define edit evaluate and apply rules during simulation within the Ultimus BPM Studio These rules are saved as a part of the process definition This powerful feature allows users to run use case scenarios and develop rules as they are being simulated and tested Powerful Rules Versioning The ability to version rules is provided in Ultimus BPM Suite 8 0 Different versions of rules can be used with different versions of processes Rules defined in Ultimus Director at run time are synchronized with rules defined in the Ultimus BPM Studio so that the process is always working with one consistent rule set New Conne
61. not only improves user experience but also reduces the load on the server View Ultimus Reports in Clients Ultimus Reports can be viewed within the client views Users can not only perform tasks in the Clients but can also view reports that they have been designed for them Ultimus Adaptive BPM Suite 8 0 New Features Page 21 S ULTIMUS lt gt Empowering People Driving Process 5 0 ULTIMUS FORMS Major New Benefits of Ultimus Forms The major new capabilities and benefits of forms in Ultimus BPM Suite 8 0 are as follows e Ultimus Forms are now based on the latest NET technology for greater functionality and performance e Ultimus Thin Forms are replaced by customized thin forms that the developer can create in Visual Studio thus providing the best developer environment e Ultimus BPM Suite 8 0 provides the powerful new capability of using Word 2007 documents and Excel 2007 workbooks as forms e Anew Database Grid control is provided for enhanced functionality in the Ultimus Forms e Anew XML Grid control is provided for greatly increased flexibility of presenting and viewing data in Ultimus Forms e Anew Calendar Control has been added to the Ultimus Forms e Smart Attachments allow data to be exchanged seamlessly between Ultimus Forms and Word and Excel 2007 documents Details of these and the many other benefits of Ultimus Forms are listed below Detailed Description of the Benefits of Ultimus Clients Rich NET Forms
62. oes not depend on anything else e Inverse Random Variable This variable is TRUE if another user defined variable is FALSE e Dependent Random Variables This will allow the user to define a related group of variables such that only one of them will be TRUE based on a user specified probability The group size can be two or more Process Summary Report After a scenario has been modeled a new Summary Report detailing the summary statistics will be available to the user This report will contain the following information Total process cost and its standard deviation Total process elapsed time and its standard deviation Step with highest cost and its standard deviation Step with the highest elapsed time and its standard deviation Cost of most expensive step as percentage of total cost Highest elapsed step time as percentage of total elapsed time Reference scenario Total cost of reference scenario and its standard deviation Total elapsed time of reference scenario and its standard deviation Total process cost as percentage of reference scenario total cost Total process elapsed time as percentage of reference scenario elapsed time Comparison of Scenario Results When a scenario is run various reports can be saved Once a second scenario is run the Process Designer user can compare the reports from the first scenario with the second scenario in order to determine how to optimize and modify the process Ultimus Adaptive BPM Suite 8 0 N
63. of the server using an open industry standard interface This makes integrations easier and more flexible Ultimus Client Service The Ultimus Client and Thin Client are built on the new Client Services Layer This Web Services foundation provides for functional equivalence in the Ultimus Thin Client and Client In fact the Client Services Layer provides a platform for any customer to build their own custom client with the same functionality as Ultimus out of the box clients The following tables list the classes and the methods that are exposed for each of the classes in this namespace UserServices Methods ValidateUser Validates a user for login to the client GetExactCaseUser Gets the exact case of a user name in the database GetUserProperties Will return the properties of the user in the form of a structure Ultimus Adaptive BPM Suite 8 0 New Features Page 42 C eee GetUserPreferences Will return the preferences of the user SetUserPreferences Will set the preferences of the user GetAssociates Will get the associates of the user SetAssociates Will add an associate of the user Note More methods could be added later ViewsServices Methods GetGroupViews List Will return the names of views for a group GetUserView Will return the view for a user GetGroupView Will return the view for a Group GetGroupViews Will return the views for a Group UpdateView Will update a view for a user UpdateGroupView W
64. ong running business processes This is because all the business and process data is saved in the Main XML which is dynamically updated at the completion of each step By using the XQUERY language BAM and reporting applications can query this information in real time To do this easily Ultimus provides the Ultimus Business Information Service Ultimus BI Service that is a Web Service designed to expose real time business and process information to third party reporting and BI applications This is illustrated in Figure 4 Figure 4 Ultimus BPM Suite Server Structured and Unstructured Data The Ultimus Human Services Bus readily supports structured and unstructured data XML is ideal for saving structured data in a hierarchy For unstructured data the Human Services Bus provides the ability to attach pointers to any type of documents as nodes in the process These attachments can contain documents audio video media or any other file types Ultimus Adaptive BPM Suite 8 0 New Features Page 52 ID ge ULTI Empowering People Driving Process V Complex Data Types XML is ideal for defining and managing complex data types Since the Ultimus Human Services Bus uses XML it can easily and readily be used for defining managing and distributing complex data that is widely used in business processes Consider the example of a purchase order process that may deal with several different complex data types a Customer Info that include
65. or will also switch to Proactive Mode In Proactive Mode the user cannot change the repository and cannot work with UnRuly Events This mode displays the names of all the processes for which the user is named as a Process Expert To edit and to publish rules the user must have been given rights by the administrator Reactive Mode The Reactive Mode is designed for working with UnRuly Events If there are any UnRuly Events the UnRuly Events window will be displayed and the first event selected Also the Director will open in Reactive Mode The Process Expert can work with different rules set for different processes by switching the process in the process combo box under the tool bar New Other Actions Pane New Other Actions pane has been introduced for making it easy for Process Experts to enable disable rules and many others attributes Ultimus Adaptive BPM Suite 8 0 New Features Page 38 S ULTIMUS lt gt Empowering People Driving Process 12 ULTIMUS PROCESS DESIGNER Major New Benefits of Ultimus Process Designer The major new benefits of the Process Designer are e The Ultimus Process Designer sports a new ergonomic user interface that enables business analysts to easily and quickly model document and optimize business processes e The Process Designer is a NET desktop application that benefits from the capabilities of the NET platform e Real time data metrics can be used in Process Designer for optimizing performance
66. ormed customers can ensure that the CPU is available for tasks during peak load times Performance Optimization and Caching Numerous enhancements have been made to the Ultimus Server 8 0 for enhancing performance The development team has carefully analyzed all applications of previous versions of Ultimus to identify what factors contribute to bottlenecks in performance Each of these areas has been has been addressed by changing the execution of the Ultimus Server Furthermore wherever practical information from other systems such as directories is cached and refreshed after periodic intervals to ensure that up to date information is available quickly in order to maximize performance Ultimus Adaptive BPM Suite 8 0 New Features Page 2 S ULTIMUS lt gt Empowering People Driving Process 7 0 ULTIMUS ORGANIZATION CHART Major New Benefits of Ultimus Organization Chart The Ultimus Organization Chart is re written as a NET application with the following new benefits e The Organization Chart has a new full featured Ul that is ergonomic and easy to learn and use e Users can define and use multiple organizations enabling them to easily extend business processes across the enterprise e Unified Search and Browse A new standardized interface for finding users throughout all defined organizations e Business Charts allow users to design organization charts supporting all the flexibility of Ultimus e Directory Charts are read
67. r has a named client license and is also a member of one or more Community Client views then the user will have access to his views as well as the Community Client views in the Ultimus Clients e The Community Client user is able to check the status of any incident he or she has initiated e Since a Community Client user logs in and is authenticated just like any other client user Ultimus BPM Suite 8 0 process will be able to send the user e mail notifications about the status of the process Community Clients are available both in the Ultimus Client and Ultimus Thin Client Multiple Column Sorting The task information in each view can be sorted by a primary and a secondary column The user can click on the header of one of the columns to sort it The user can then press the Shift key and click on any one of the remaining columns to then sort by that column too The Send and Get Next functionality in the Standard Form will also work with the sort order chosen by the user For example if a user has sorted his tasks by process name and then by due date with the oldest incidents at the top of the list the Send and Get Next function will retrieve the incidents in the sorted order Presence Awareness Ultimus BPM Suite now tracks who is online and available since it knows who is logged in This enables presence aware routing capabilities Users are logged off when they select Sign Off or they close the client window Admin
68. readily supports the ability to have multiple parallel tasks running at the same time in a business process This is accomplished by leveraging the ability of XML to support indexing offered through repeating nodes and the distributed nature of the architecture Consider the simple example of a step in a process where three members of a team are asked to numerically rate the quality of a document with the goal of collecting their feedback As shown in Figure 2 the Document Rating Step is invoked in parallel to all three team members along with a document as an attachment In the Human Services Bus this is accomplished simply by linking the attachment variable in the Main XML Schema with the attachment variable in each of the three Local XML Schemas as illustrated in Figure 3 Likewise the results of the rating from the three Local XML Schemas are linked to a single repeating node in the Main XML schema b Rate Document b b Rating Rate Document 2 view Document Ratings b Date Document 3 Figure 2 Ultimus Adaptive BPM Suite 8 0 New Features Page 51 ZS ULTIMUS Localvhdl Rating C Attachment Useri Form User Form Users Form The Rating dement amp a repeating variable that can SHAN ap uniniied number of rating Garirments Figure 3 Data Accessibility for Real time BAM and Reporting The Ultimus Human Services Bus provides excellent accessibility to real time business and process data for BAM and reporting of l
69. rior versions the interface to find and select people differed from module to module In Ultimus BPM Suite 8 0 this interface has been standardized and it is called Unified Search and Browse The Unified Search and Browse interface is a very powerful tool that enables user to browse or perform simple and advanced searches of the charts within the Business Organization and any of the defined Directory Organizations Multiple Organization Charts Users can define and use multiple organizations enabling them to easily extend business processes across the enterprise Ultimus Adaptive BPM Suite 8 0 New Features Page 30 ULTIMUS gt Empowering People Driving Process 8 0 ULTIMUS REPORTS Major New Benefits of Ultimus Reports The major new benefits for Ultimus Reports in Ultimus BPM Suite 8 0 are as follows Ultimus Reports 8 0 provide Proactive Alerts for notifications when specific customer defined thresholds have been achieved Ultimus Reports sports a redesigned user interface to make using reports more intuitive Ultimus Reports 8 0 provides access to general reports for people and processes in an easy to use tabular view The Reports Wizard dialogs are updated so that they are easier to navigate A new query pane has been added to simplify the design of reports A single report can be defined that changes the people included in the report depending on who is viewing the report Reports can now be viewed from inside
70. rs viii Licensing Information IX Access Rights New applications system authentication level rights X Publishing Repositories Configuration Online Users A new node called Online Users is provided in the System Administrator Through this node the administrator can check the status of all users currently connected to the Ultimus Server via any type of client It also provides complete information of the online user such as Full Name Short Name and the Client Type which the user is currently using i e Named Client 7 Di Concurrent Client Community Client Disconnect Online User Ultimus Adaptive BPM Suite 8 0 New Features Page 36 S ULTIMUS gt Empowering People Driving Process The administrator has the option via context menu in the Online User node to Disconnect This will forcefully disconnect log out a user This is a very useful option in case of users who forget to log out or are involved in emergencies Detailed Description of the Benefits of the Ultimus Process Administrator NET Applications The Ultimus Process Administrator is a new rich NET based application which has been introduced against the Microsoft Snap in Graphical Administration Ultimus Process Administrator provides powerful capabilities for managing and administering processes for small or large organizations It includes an advanced user interface for managing and configuring Associates Views and Workload relate
71. rt are Ultimus Adaptive BPM Suite 8 0 New Features Page 31 S ULTIMUS gt Empowering People Driving Process inserted into the report parameters as Initiator or Recipient varies by report If the logged on user has more than one Job Function JF in the Business Organization then the user will be prompted to select which JF should be used e DIRECTORY ORGANIZATION USERS Users from any defined Directory Organization e BUSINESS ORGANIZATION USERS Users defined in the Business Organization e INCIDENT USERS Users that have already participated in incidents for the selected process es in the current report Ultimus Alerts This new capability enables Ultimus BPM Suite 8 0 to proactively generate alert e mail notifications when certain parameters are met Alerts can be generated for incidents or for steps Proactive Incident Alerts This new capability enables users to configure the system to automatically generate an e mail notification when certain incident criteria are met For example an alert may be generated if more than five incidents of a process are initiated within one hour If these criteria are met an e mail will be sent to the designated recipient Users can utilize the following criteria to build an incident alert process name version number incident status and threshold value the value that must be exceeded to generate an alert the timeframe and the recipient of the alert The following type of aler
72. s Name Type Address as sub types b Address that includes Street City State Country and ZIP Code c Order Detail that may contain Item Name Description Catalog Number Quantity and Price The Ultimus Human Services Bus not only allows process designers to define complex data types but also provides the means to manage them For example if Customer Info has to be distributed to various steps in the process the node Customer Info can be linked with all the relevant steps This will automatically ensure that all the sub nodes are also linked Likewise if an order item has to be submitted to an accounting system the Order Detail can be linked to the application via a Web Service or an SOA adaptor This will cause all the sub fields to be automatically linked Finally the Human Services Bus allows the definition of complex data types to be imported and reused within a process This is extremely useful for improving process design productivity in an SOA by making it easier for the process to integrate with other applications vi Scaleable The Ultimus Human Services Bus is scaleable by design The Main and Local XML Schemas can be very small or very large depending on the needs of the business process The schemas can be easily extended at anytime based upon the needs of changing business processes And most importantly the XML Schema used at each step of the process can be different depending on the requirements of the step This means that eac
73. s well as the Services Oriented Architecture The white paper concludes by describing how the Ultimus HSB allows processes to dynamically adapt and meet the core challenge of BPM which is the ever increasing need for agility Requirements of Human centric Process Information Highway The essence of BPM is to move information in a synchronized manner so that the right information is available to the right person or application at the right time to enable the recipient to make decisions or take actions This requires an efficient and flexible highway for moving data in a synchronized manner to and from a variety of client and back office applications Human centric business processes have unique requirements that are distinct from system centric processes that are well served by enterprise service bus ESB technology People centric processes are characterized by large numbers of participants diversity of user interfaces frequently changing roles high degree of exceptions great need for collaboration and frequent change The automation of such processes requires a Human Services Bus HSB that can support these characteristics while at the same time conforms to the technology and standards of modern business solutions and SOA The key requirements of the HSB are as follows i Light weight and Standards based People use a variety of devices and interfaces for participating in processes They range from mobile devices to powerful work
74. sandeiniaindedslaaneessadnuetseinateiataindedstiannsibtadnasiseianteioiaeatetes 20 Presence FW OSS eebe 20 Administrator Messages for Client User 20 N E 21 Supervisor has Same Rights as Aufordiggie cece a aaa eased dada aaa aaa aaaaes 21 New Tasks Are in Bold Font for Easy Recognition ccc cce cee eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 21 Customizable Tagline in the Standard Client 21 Personalize LOCO eene eeben 21 Enhanced Thin Client Performance Vid AJAX 21 View Olimus TCD OES in CIS asserts eerste se eerste se eee atm ere ers ep se esas anton da eho 21 SEENEN 22 MAJOR NEW BENEFITS OF ULTIMUS FORMS ENNEN ae DETAILED DESCRIPTION OF THE BENEFITS OF ULTIMUS CLIENT Ze er E ZZ Thin Forms Developed in Visual Studio sicwsrsccccsocsasassediarmessceanmadhsasssctasnaestaadansacsasaasaisaanatacsasaaesiondeassanasia ZZ Word and Excel Forms Enable Users to work within Office 2007 ccccccccccccsssscscsssccccccccccccesssseseeeeeeeees 22 EE E E E E A 23 View Sub Forms in Completed Te Sege ege 23 Easier Navigalion E 23 New Dulin E 23 Rich New XML Grid E 23 Flexible New Database Grid Control 23 Smart Attachments Enhance User Experience o ccccccccccccccccccc cece cece eee a aaa aaa a a aaa aa aaa 23 Ee Z3 Easier Changing of Recordsets cccccccccccc ccc EEE EEE EERE EEE EE 23 More Flexible Control During Confer ccccccccccccccccccccscseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeaas 24 Mouse over Tool Tips for Controls cc
75. se of the fact that Ultimus is aware of who is available and who is not Ultimus Adaptive BPM Suite 8 0 New Features Page 13 S ULTIMUS gt Empowering People Driving Process Enhanced Process Publishing When a BPM Studio user chooses to publish a process a single dialog box appears with a list of all of the Ultimus BPM servers to which the BPM Studio Client user has rights to publish The BPM Studio Client user can choose to install a new version of the process with the following enhanced options i Install a new version without impacting previous running version ii Upgrade any existing version or versions of a process When a user chooses to upgrade an existing version or versions of a process he can also choose to perform a Consistency Check The consistency check ensures that there are no compatibility issues between the version he wants to publish and the version s to be upgraded Unified Search and Browse A consistent Unified Search and Browse dialog is used throughout the Ultimus BPM Studio in all places where a user wants to search for a name job function or group from an Ultimus Business Chart or a Directory Chart This dialog also has advanced search capabilities Using the same dialog not only provides greater functionality but also makes it easy to use Enhanced Form Object Library The Form Object Library FOL has been greatly improved and made more usable Some of the enhancements include the following
76. sers are able to view a Balance Report for each step as well Similar Ultimus Adaptive BPM Suite 8 0 New Features Page 39 S ULTIMUS gt Empowering People Driving Process to the Balance Report for the process these new reports will be displayed in a graphical format and indicate if the step is balanced or trending towards a bottleneck For steps that are executed conditionally the Balance Report will skip the incidents for which the step was skipped For example if the step was executed for incident 1 3 and 5 and not for 2 and 4 the Balance Report will only have incidents 1 3 and 5 on the x axis Improved Report Generation The generation of tabular reports for complex processes with a large number of incidents is much faster than in previous versions This has been accomplished by caching the reports data in memory Set Scenario Properties from One Location Scenario Properties number of resources task time standard deviation of task time and task rate can be modified for all steps from a single location This allows business analysts to quickly create scenarios for modeling without having to go through each step Simplified Variable Definition The interface for entering variables and formulas has been greatly improved and simplified There are three new variable types to assist process designers and analysts e Independent Random Variable This is a variable that is TRUE with a user specified probability Its value d
77. shareholders and others who need to initiate processes hosted by the company or check the status of these processes It is impractical to ask such a customer to buy a large number of client licenses for all these users who simply want to initiate processes The Community Client is ideal for client users who will only initiate processes to request product services information or decisions and then be notified by the process about the disposition of the request A customer only needs to purchase a single Community Client to enable each community of users to initiate self service requests or check the status of these requests The Community Client user has the following capabilities e Users can initiate an incident of any process assigned to the community he or she belongs to such as Employee Partner Vendor Customer Student Faculty etc Ultimus Administrators can control which processes the users of a Community Client are allowed to initiate e Users will be authenticated to provide security and controlled access For example Employees may not be allowed to initiate processes reserved for Vendors and vice versa e Users can benefit from pre defined views set up by the Ultimus Administrator They will only have access to views to which they have rights Each Community Client will have its own View If a user is a member of multiple Community Clients the user will see Views for all the Community Clients he she is a member of e fa use
78. stations To support this diversity the information flow architecture must provide an information container that is light weight and based upon standards so it can be used across devices and applications ii Parallelism People generally take much longer than systems to perform tasks In order to reduce response times the ability to execute process steps in parallel is a key requirement of human centric processes The HSB must be able to activate multiple steps in parallel and also distribute data to multiple steps in parallel When the paths converge the HSB must be able to consolidate data from multiple parallel steps iii Data Accessibility for Real time BAM and Reporting People centric processes generally tend to be long running Long running business processes carry business Ultimus Adaptive BPM Suite 8 0 New Features Page 47 Vi Vil viii ID ge ULTI Empowering People Driving Process information as it is being processed in real time Visibility and access to this information is vital for measuring the state of the enterprise its opportunities and other metrics that can enable management to make more effective decisions In contrast EAl processes are generally short running The information carried by these processes is quickly transferred to enterprise applications where it is available for decision making Consequently one of the key requirements of the HSB is the ability to readily expose the data it carries so that
79. terface for Rapid Process Design ccccccccccc ccc ccc ccc cece 9 New Process Editors Jor Ease EE ees eg 9 Dock able E E 10 Rules and UnRuly Events Can Be Edited Within Ultimus BPM Amdio 10 POW CTU IRM eS Y OSLONI O casina EE E A EE 10 New Connectors Provide a Single Place for Conitigeuraiton 10 Greater Flexibility Through Per Step E Mail Notifications 00000000000000nnnnnnnnnoonnennennnnnnnnnenenesseesene l1 SwimColors Provide Superior Alternative to Swim Jones id E mail Notifications Can be Sent to Any Recipient Type ccccccccccccccccccccccccccccc cece eee eceeee cece eeeeeeeeeeeeeeeeeees 1l E mail Override for Testing Environments eeeeesssssseennnnnnnnrrrrrrrrrrrrrrrrrrrrrrrrrrirsrsssrsrsrsrsrrrsrsrsrsrsrsrn 12 New Recipient Types for More Flexible Rouniug 12 Now TT OS CMEC Aware Ee 12 EE EE 14 Uned SCAG EE e 14 Eahanced 1 orm Obleci LIOV sarees cecasieasecrcicasecstantaiatsonaeadacsieanteapantidausantiiedcnasedasiinaataxnaaeianssacselaatiaceestaseess 14 Immediate Renaming of New Obtects 14 Easily Identifiable Object Names onnnsssssssssssssssssssrsrrrrrrrrrrrrrrrrrrrrrrrrrrrrirrrrrrrrrrrrren 14 Anonymous User and a Defined Recipient Can Initiate a Process 14 LNT EE 14 Object E 15 Improved Simulation Watch Window eeeeeeeeeeennnnnnnnnnnnnnnnnnrnnrnnrrrrrrrrrrrrrrrrrrrrrrrrrssssrssssssssssssrssrsssrrnn i Minimum Response for JFG and Department Keciptienis I3 IR 15 New Lyvery Business Day Launch
80. ts can be created e Number of active incidents of one or more processes exceeds a threshold e Number of new incidents of one or more processes exceeds a threshold within a specified time frame e Number of completed incidents of one or more processes exceeds a threshold within a specified timeframe e Number of late incidents of one or more processes exceeds a threshold Proactive Step Alerts Ultimus Alerts for step activity can be configured to generate a proactive e mail notification when certain step criteria are met For example an alert may be generated if a particular user is assigned more than ten tasks for a given process within an hour If these criteria are met an e mail will be sent to a designated recipient Users can use the following criteria to build a step alert process name version step name task status and threshold value the value that must be exceeded to generate an alert the timeframe and the recipient of the alert The following are examples of the types of alerts that might be generated Number of active steps of a process exceeds a threshold Number of late steps of a process exceeds a threshold Number of late steps for a department exceeds a threshold Number of active steps for a specific user exceeds a threshold Flexible Timeframe Options The timeframe options for reports have been expanded to provide more flexibility in designing reports e INBETWEEN SPECIFIC DATES Allows you to view the status of t
81. very calendar day except the calendar days listed as Exclusion Days in Ultimus Process Administrator Reference Custom Forms Process designers can designate third party custom forms as the Ultimus form For instance a company may decide to use an ASP NET or JSP form instead of the Ultimus Form The process designer can select Custom Form as the Default Form type and enter either a hard coded URL for the form or enter a process variable whose value has the URL Improved Process Documentation The following enhancements have been made to the Process Documentation feature e Form Images in Documentation An image of the Ultimus Form for the step can now be included in user documentation templates e Incident Completion Time Incident Completion Time is now exposed as a process documentation variable and can now be included in process documentation e References to New Process Related Items Now that processes may refer to Connectors and other actions new variables have been added to the Process Documentation so that this information may be included in a report Ultimus Adaptive BPM Suite 8 0 New Features Page 15 S ULTIMUS gt Empowering People Driving Process Failed Flobot Message in Simulation When a Flobot fails during simulation a dialog box will appear with a message detailing the error New System Variable User s Full Name A new system variable named Full Name has been added This system variable will display t
82. y spreadsheet components have been eliminated while keeping the important capabilities of the spreadsheet such as the formula engine e The new Ultimus server architecture separates the data for Completed Incidents from Active incidents Performance is improved by reducing the size of the active database typically by as much as 90 e Much more flexibility is provided for configuring housekeeping This enables customers to optimize the performance of housekeeping for their specific needs e Performance of the server has been optimized throughout Key pieces of information are cached so that the server can run optimally Detailed Description of the New Benefits of Ultimus Server Increased Agility through new SOA The Ultimus Server 8 0 is based on a services oriented architecture SOA All Ultimus and third party clients communicate with the server through a web services layer Likewise all Ultimus and third party reporting tools also communicate with the server through web services This loosely coupled architecture based on industry standards mean that changes to the server components and database can be made without having to change client side application or custom integrations The result is increased agility and ease of integration with third party applications in the BPM ecosystem Enhanced Scalability via XML Based Architecture The Ultimus Server 8 0 uses the Human Services Bus based on the Distributed XML Model see Appendix for

Ultimus Adaptive BPM Suite 8.0: Guide to Customer

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