Generating guided workflows

You can generate SAP guided workflows either automatically for SAP business projects that are imported from SAP Solution Manager or manually for business process definitions (BPD) that are defined in IBM® BPM.

Before you begin

Review the Hardware and software requirements, SAP Solution Manager integration to ensure that your software is at the required levels for the SAP Guided Workflow toolkit.

Generating guided workflows automatically

About this task

You can automatically generate a guided workflow for a SAP business project that you import from SAP Solution Manager. The SAP business project is imported into IBM BPM as a process application with an SAP Guided Workflow toolkit attached to it. In the guided workflow, an SAP server is created for each logical component of the imported SAP project for which you can define transactions and to which you can add business objects that enable the bidirectional information flow between the SAP transactions and IBM BPM.

To automatically generate a guided workflow for an imported SAP business project, complete the following steps:

Procedure

Ensure that a connection between SAP Solution Manager and IBM BPM is set up. If this is the first time that you set up the SAP Solution Manager integration, see Setting up a connection between SAP Solution Manager and IBM Process Center.
In IBM Process Center, click Import Process App, select SAP Solution Manager, and complete the Import Process App wizard to import the SAP business project from SAP Solution Manager into IBM BPM. The SAP project is imported as a process application, and the business processes in the SAP project are imported as business process definitions (BPD). For each logical component of the SAP project, a SAP server is created in the process application.
1. Select Keep me logged in to save your user name and password so that the next time you access SAP Solution Manager using this account you will directly access the project list in SAP Solution Manager.
2. For the process that you selected to import, select Generate a Guided Workflow to automatically generate the default guided workflow for the BPD.
In the BPD diagram, select a step in the process flow and, under Properties, open the Custom view. The Transaction table lists the transactions for the selected step. If there is no standard transaction, set an existing transaction as standard or create a standard transaction.
Click Process App Settings and, on the Servers tab, review the list of SAP servers for the process application. Each SAP server represents a logical component in the imported SAP project.
Configure the SAP server on the Servers tab:
1. In the Servers list, select a SAP server. If none exists, add a new server of type SAP Server.
2. Under SAP Location, enter the information for the SAP server that the transactions will run on. If different SAP servers are used when the process application is deployed to different environments, enter the SAP server information for all the required environment types.
3. Click Save.
Run the generated SAP guided workflow in Process Portal:
1. Launch Process Portal.
2. Click the name of the BPD that has the generated guided workflow to run the human task from the WebSphere Portal Server. If Single-Sign-On (SSO) between IBM BPM and the target SAP system is not configured, you must enter your SAP user name and password to log in to the target SAP system and launch the SAP transaction.

Generating guided workflows manually

About this task

If you do not import SAP business processes from SAP Solution Manager, you can manually generate a guided workflow for a business process with SAP steps that is defined as a business process definition (BPD) in IBM Process Designer.

To manually generate a guided workflow for a BPD, complete the following steps:

Procedure

Open your process application in Process Designer.
Attach the SAP Guided Workflow toolkit to the process application.
Click Processes > Business Process Definitions and select the name of the BPD that you want to work with.
In Process Designer, in the Diagram view, select a business object and, on the Properties tab, in the Implementation view, click Default SAP Transaction Human Service.
In the Custom view, review the transaction in the Transaction table. If no standard transaction is available, set an existing transaction as standard or create a standard transaction. If the Transaction table is not displayed, open the Data Mapping view, specify a transaction value for the input that is named defaultTransaction, and create a system value for the input that is named defaultServerInfo.
Click Process App Settings and, on the Servers tab, see the list of servers for your process application. Each server represents a logical component in the BPD.
Configure the SAP server on the Servers tab:
1. In the Servers list, select a SAP server. If none exists, add a new server of type SAP Server.
2. Under SAP Location, enter the information for the SAP server that the transactions will run on. If different SAP servers are used when the process application is deployed to different environments, enter the SAP server information for all the required environment types.
3. Click Save.
Run the generated SAP guided workflow in Process Portal:
1. Launch Process Portal.
2. Click the name of the BPD that has the generated guided workflow to run the human task from the WebSphere Portal Server. If Single-Sign-On (SSO) between IBM BPM and the target SAP system is not configured, you must enter your SAP user name and password to log in to the target SAP system and launch the SAP transaction.