Tch hp FileNet vi IBM Content Manager, Phn 1: Phn tch, thit k v m hnh ha khi s dng FileNet Business Process Manager v IBM Content ManagerMt v d s dng kch bn "Cng ty ABC" Peng Shi, K s phn mm, Pht trin IBM Content Manager, IBM Japan Dipayan Gangopadhyay, C vn cao cp, IBM Research, IBM Japan Tm tt: y l bi u tin trong lot bn bi vit ch cho bn cch tch hp FileNet Business Process Management (FileNet BPM- Qun l quy trnh nghip v FileNet) vi IBM Content Manager (IBM ECM - Nh qun l ni dung doanh nghip ca IBM) phin bn 8 (CM8). Tn dng cc tnh nng tt nht ca c hai FileNet v Content Manager nh cho php FileNet BPM s dng IBM Content Manager lm kho lu tr ni dung ca n. Nu bn c IBM Content Manager, bn c th s dng FileNet BPM qun l quy trnh nghip v ca bn cn nu bn l ngi mi n vi phn mm IBM ECM, bn c nhiu la chn hn trong FileNet BPM vi cc kho lu tr ni dung khc nhau. Lot bi ny s dng h thng yu cu bi thng bo him ca Cng ty ABC lm mt v d h cu cho bn thy cch tch hp hai sn phm mnh m ny. Gii thiu v kin trc FileNet P8 BPM FileNet Business Process Manager (BPM) c tnh linh hot v kh nng m rng x l cc quy trnh nghip v phc tp nht. N c th x l hng triu giao dch, hng ngn ngi s dng v nhiu ng dng nghip v. N cng cung cp mt b cc cng c cho php bn to, chnh sa, qun l, phn tch v m phng cc quy trnh nghip v ring ca bn. Quy trnh nghip v c th c thc hin trc tip trong giao din ngi dng chung, vng lm vic ca FileNet. Bn cng c th xy dng ng dng ca bn vi Process Engine API (API My Quy trnh) thc hin cc quy trnh nghip v ny. Nn tng FileNet P8 cung cp cc thnh phn c bn, bao gm My Ni dung (Content Engine), My Quy trnh (Process Engine), My ng dng (Application Engine) v My Biu din (Rendition Engine). Thnh phn quan trng nht c s dng qun l quy trnh nghip v (BPM) l My Quy trnh. Hnh 1 cho thy biu kin trc ca n.

Hnh 1. Kin trc FileNet P8 BPM

Nh bn c th thy trong biu trn, ngoi My Quy trnh mnh m, FileNet BPM cng cung cp nhiu dch v v cng c thun tin qun l tt c cc kha cnh ca quy trnh nghip v, chng hn nh nh tuyn quy trnh, qun l cc quy tc, m phng v m hnh ha quy trnh v phn tch quy trnh. Phn sau y cho bn thy cch s dng cc cng c ny phn tch, m hnh ha v thc hin cc quy trnh nghip v ring ca bn.

Gii thiu kin trc IBM Content Manager IBM Content Manager l mt danh mc sn phm c thit k qun l cc khi ni dung khng theo cu trc. Ni dung khng theo cu trc ny bao gm cc ti liu, cc hnh nh, cc tp m thanh, cc bng video chy sut, cc bn ghi thanh ton, cc bn ghi nghip v v ni dung Web. N cung cp hai gii php qun l ni dung c sn, Khch hng Windows v Khch hng in t, da trn nn tng tch hp ca n cho cc gii php nghip v in t. Content Manager ca IBM h tr DB2 v Oracle, l cc h thng c s d liu doanh nghip ch o. V n h tr nhiu nn tng bao gm c Windows v Linux, Unix mc trung gian v z/OS mc cao. Bng cch s dng cc c s h tng bn di mnh m, n c th x l mt khi lng ln ni dung vi hiu nng tt. Hnh 2 m t kin trc ca n.

Hnh 2. Kin trc IBM Content Manager

Nhiu cng ty, s dng IBM Content Manager lm kho lu tr ni dung quan trng ca h, c th tm nhiu cch s dng FileNet BPM nh l cch qun l cc quy trnh nghip v da trn ni dung ca h. Lot bi ny ny s dng mt cng ty h cu, Cng ty ABC, lm v d cho bn thy cc hng dn tng bc v cch bn c th tch hp FileNet BPM vi IBM Content Manager. ng lc cho vic tch hp FileNet P8 BPM vi IBM Content Manager l cho php doanh nghip c hng cc li ch ca ng dng chuyn su ni dung da vo quy trnh v di chuyn ra xa khi cc ng dng nguyn khi cc quy trnh nghip v v cc quy tc ton vn thng tin b chn cht bn trong m ng dng. Cc khch hng doanh nghip hin ti ca IBM sut nhiu nm qua s dng kh nng m rng ca IBM Content Manager. H khng ch xy dng cc ng dng nghip v trn IBM Content Manager, m cn tch ly hng petabyte ni dung doanh nghip trong cc kho lu tr . Mt khc, da vo yu cu t c tnh nhanh nhy nghip v cao hn, hin nay ang c s chuyn ng ng k trong cc doanh nghip c cc quy trnh nghip v ca h thng tr r rng bn ngoi cc ng dng, cho h c th nm quyn s hu cc quy trnh nghip v ny, thay v b gn cht vi chu k pht hnh ca cc nh cung cp ng dng nhm thc hin cc sng kin ti c cu quy trnh nghip v ca h. FileNet P8 BPM cung cp kh nng t ng ha quy trnh nghip v tt nht cho cc ng dng chuyn su-ni dung. Nh vy, cc kh nng ca FileNet P8 BPM tch hp vi IBM Content Manager tr thnh mt nn tng chin lc cho cc ch nhn ca kho lu tr hin ti vi mc ch nm quyn s hu v cc quy trnh nghip v ca h trong khi vn bo tn cc vn u t hin

c trong cc sn phm kho lu tr ca chng ta v khng di chuyn hng petabyte ni dung hin c.

Case study - cc yu cu nghip v ca Cng ty ABC Cng ty ABC l mt cng ty bo him ln trong mt quc gia mi ni tp trung vo bo him nhn th v bo him t ng. N c nhiu ti liu c lu tr trong IBM Content Manager, nh cc ti liu chnh sch, cc hnh nh, cc ti liu v cc yu cu bi thng v cc ti liu thng tin khch hng. Cng ty cn iu chnh cc quy tc v logic nghip v ca mnh da trn vic thay i lin tc cc yu cu nghip v. Tuy nhin, rt tn km thay i quy trnh nghip v v quy tc nghip v c nhng trong cc ng dng hin c. H mun c mt gii php ci thin tnh nhanh nhy nghip v v cho php h c th thc y pht trin nghip v. Cng ty ABC c cc yu cu sau:

Quy trnh nghip v v cc quy tc c th c m phng. Quy trnh nghip v v cc quy tc c th c theo di, phn tch v thng k. Cc quy trnh nghip v v cc quy tc c th x l vi cc vai tr khc nhau ca con ngi. Cc quy trnh nghip v c th hoc tun t hoc song song. Quy trnh nghip v c th c ng b ha vi bt k quy trnh nghip v khc. Quy trnh nghip v c th c lin kt vi mt thi hn hon thnh. Quy trnh nghip v c th tng tc vi cc ng dng ca bn th ba. Cng vic c th c phn b hay c phn b li cho mt ngi s dng. Tt c cc c th ca quy trnh nghip v c th c qun l.

Mt mc cng vic ca mt quy trnh nghip v c th b kha hoc c m kha. Cc mc lch s c th c thm vo mt quy trnh nghip v. Thng bo bng e-mail c th c gi n ngi tham gia vo quy trnh nghip v khi c cng vic.

Phn tch cc yu cu nghip v ca Cng ty ABC C nhiu quy trnh nghip v ti Cng ty ABC. Chng ta s dng quy trnh nghip v "Yu cu bi thng bo him t ng" lm mt kch bn phn tch cc yu cu ca n. Phc tho c s ca quy trnh ny nh sau: 1. i din dch v khch hng CSR (Customer Service Representative) thu gom yu cu bi thng ca khch hng, thng tin chi tit ca RoadEvent v cc ti liu lin quan trong kho lu tr qun l ni dung. AutoClaim to ra (c tt c thng tin ny) c gi n ngi iu chnh (Adjustor) x l. 2. Ngi iu chnh nhn AutoClaim (yu cu bi thng t ng), kim tra v nh gi thng tin chi tit v cc ti liu lin quan v tnh ton ClaimAmount (Tng gi tr yu cu bi thng) ca AutoClaim. 3. Nu ClaimAmount ln hn $2000, th AutoClaim ny s c gi n ngi gim st (Supervisor) ph duyt. Nu khng, ngi iu chnh c th ph duyt AutoClaim ny. 4. Nu AutoClaim b bc b, ngi iu chnh s gi mt th thng bo cho ngi i bi thng ny. Nu khng, ngi iu chnh gi yu cu thanh ton. C ba vai tr trong quy trnh nghip v ny: CSR, ngi iu chnh v ngi gim st. Nhng vai tr ny c th hin trong Hnh 3.

Hnh 3. nh ngha vai tr ca quy trnh Yu cu bi thng bo him t

ng ca Cng ty ABC

Thit k m hnh ca h thng yu cu bi thng bo him t ng ca Cng ty ABC Hnh 4 cho thy mt s lp m t cc thc th nghip v da trn cc yu cu nghip v:

Hnh 4. Biu lp ca Kch bn Yu cu bi thng bo him t ng

Hnh 5 cho thy quy trnh nghip v nh l mt biu hot ng:

Hnh 5. Biu hot ng ca kch bn Yu cu bi thng bo him t

ng

Kin trc ca h thng yu cu bi thng bo him t ng ca Cng ty ABC Kin trc h thng tch hp FileNet BPM v IBM Content Manager c quyt nh sau khi phn tch yu cu v thit k m hnh. Hnh 6 cho thy kin trc ca h thng yu cu bi thng bo him t ng ca Cng ty ABC:

Hnh 6. Kin trc ca h thng Yu cu bi thng bo him t ng ca

Cng ty ABC

Cch tip cn pht trin c trnh by nh sau: 1. To lc CM8: Mi loi mc trong CM c nh x t mt thc th trong m hnh d liu. 2. To cc i tng nghip v: Chng ta to mt tp cc i tng nghip v (cc lp Java) c th truy cp trong sut cc kho lu tr CM8 mc cao. Vi mi thc th trong m hnh d liu, mt i tng nghip v c to ra. Hn na, chng ta to ra mt lp cng (gateway) kt thc tt c cc hot ng ca tt c cc i tng nghip v v thc hin chuyn i kiu-d liu khc phc mt s hn ch ca FileNet P8 BPM Component Integrator. 3. ng k lp cng vo Component Integrator: Chng ta ng k lp cng bng cch s dng Component Integrator. Cc phng thc ca tt c cc i tng nghip v cho mt kho lu tr c th c th c truy cp bng cc quy trnh nghip v trong P8 BPM thng qua mt hng i thnh phn duy nht.

4. nh ngha quy trnh nghip v: Vi vic s dng cng c thit k quy trnh P8, bn nh ngha quy trnh ni cc bc quy trnh c th tham chiu cc hot ng ca lp cng gi cc phng thc tng ng ca cc i tng nghip v v cui cng giao tip vi cc kho lu tr CM8. 5. To hoc sa i giao din ngi dng: Bn c th to hoc sa i m khch hng ca giao din ngi dng khi cn khi chy cc quy trnh, truy cp vo thng tin ca nhng ngi s dng, chp nhn u vo ca ngi dng v hin th ca cc i tng nghip v v nhng ci bn mun. iu ny c thc hin bng cch gi API ca BPM v cc phng thc ca cc i tng nghip v. Cc bc trn c minh ha di y khi s dng mt v d ng dng X l yu cu bi thng bo him ca Cng ty ABC. Vi bc u tin, bn c th s dng IBM Content Manager System Administrator Client to ra cc nh ngha kiu-mc. thit lp nhanh, bn cng c th nhp khu nh ngha quy trnh t tp XML trong phn Ti v. Hnh 7 cho thy vic nhp khu ny:

Hnh 7. S dng IBM Content Manager System Administrator Client nhp khu tp lc XML

Sau khi nhp khu tp lc XML vo IBM Content Manager, bn s thy rng cc kiu mc c nhp khu tng ng vi cc lp ca biu lp trong Hnh 4. Hnh 8 cho thy lc ni dung khch hng:

Hnh 8. Kiu mc c to ra

Kt lun Trong Phn 1 ca lot bi ny, bn thy mt tng quan rng ln ca kin trc ca FileNet P8 BPM v IBM Content Manager V8. Da trn vic nghin cu trng hp ca Cng ty ABC, chng ta phn tch cc yu cu nghip v, to ra mt m hnh lp nghip v v m hnh quy trnh nghip v, thit k kin trc cho h thng yu cu bi thng bo him t ng ca Cng ty ABC. V chng ta cng to ra mt nh ngha m hnh d liu trong h thng IBM Content Manager hon thnh bc u tin ca vic trin khai thc hin h thng, bn c th ti cc tp nh km v nhp khu chng vo h thng IBM Content Manager ca bn. Phn 2 s gii thiu cho cc bn cch to Cc thc th nghip v Java thao tc d liu trong kho lu tr ca IBM Content Manager v cch to ra mt lp cng cho Cc thc th nghip v Java.