Page 3 - International Technical Support Organization; ÉÂÔ
International Technical Support Organization Image and Workflow Library:FlowMark V2.3 Design Guidelines February 1998 SG24-4613-02 ÉÂÔ
Page 5 - Contents; iii
Contents Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v The Team That Wrote This Redbook . . . . . . . . . . . . . . . . . . . . . . . . . v Comments Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Chapter 1. Introductio...
Page 6 - iv
A.3 Data Containers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 A.4 Other Things . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Appendix B. The FlowMark Internet Site . . . . . . . . . . . . . . . . . . . . 27 Appendix C. Special Notices . . . . ....
Page 7 - Preface; The Team That Wrote This Redbook
Preface This redbook tells you how to design your FlowMark processes to optimizeperformance, capacity and resource utilization. This version has been updated forIBM FlowMark V2.3 and runs on the OS/2, NT and AIX platforms. It was written for technical professionals such as solutions architects, cons...
Page 8 - Comments Welcome
Comments Welcome Your comments are important to us! We want our redbooks to be as helpful as possible. Please send us yourcomments about this or other redbooks in one of the following ways: Fax the evaluation form found in “ITSO Redbook Evaluation” on page 51 to thefax number shown on the form. ...
Page 9 - Chapter 1. Introduction and Overview; Basic Concepts of FlowMark
Chapter 1. Introduction and Overview Workflow management helps you manage and control your business processes,pinpoint areas for improvement, and streamline your procedures for speedier cyclesand shorter response times. By defining the flow of work, everyone is notified ofoutstanding work and presen...
Page 11 - Chapter 2. Importance of Process Design
Chapter 2. Importance of Process Design The design of your processes is critical to the project and to your business. It mustbe done well. You should expect to refine your processes on an ongoing basis.Since FlowMark provides data in the audit trail on process performance, you canmore easily find th...
Page 13 - Chapter 3. Client/Server Can Mean Multiple Servers; Multiple Server Options with FlowMark V2.3
Chapter 3. Client/Server Can Mean Multiple Servers While FlowMark is a client/server tool, do not limit your thinking and design to asingle server. You should consider capacity and performance in your design, andthere are times when you will need multiple servers to achieve your goals,particularly i...
Page 14 - Dedicating Your FlowMark Servers
The expectation in this concept is that each server and database combinationare independent of any other. There is no communication between FlowMarkservers. However, this solution could, over time, be combined with thefollowing option. Have processes on one or more servers perform subprocesses on ...
Page 15 - Performance and Capacity Considerations
Chapter 4. How Big is a Process? How big should a process be? How much of the business should it encompass?How many activities should it contain? The answer lies somewhere between biggerthan the head of a pin and smaller than a galaxy. Again, there are nohard-and-fast rules, but some guidelines can ...
Page 17 - Chapter 5. Starting and Deleting Process Instances; Starting Instances
Chapter 5. Starting and Deleting Process Instances The most obvious way to start a FlowMark process is to open your process list,copy a process template and start the instance manually. But it is probably betterto provide a simple FlowMark API program to do that. This program could beaccessible to u...
Page 18 - Deleting Process Instances and Activities Offshift; Performance and Capacity Considerations
Write a program that calls the ExmDeleteProcess API. You can use this API toexplicitly delete individual instances whenever you wish, based on such thingsas time and date or other criteria external to FlowMark processing. The finishing and subsequent deletion of process instances is at least as re...
Page 19 - Performance and Capacity Considerations
Chapter 6. How Big is an Activity? How much work should an activity represent? How long should a user take tocomplete an activity? For activities that involve the user interacting with a program,thinking about the problem, and then responding correctly, consider theseguidelines: An activity is don...
Page 21 - Chapter 7. How Many People Do I Assign to an Activity?
Chapter 7. How Many People Do I Assign to an Activity? There are many options in FlowMark to help assign activities to different people.These are quite helpful in getting the job done. But do not go overboard, givingeverything to everyone. Think about the implications. Narrow the range of who isassi...
Page 22 - Performance and Capacity Considerations
If there is some front end program that uses FlowMark API calls to create andstart process instances, have it divide the work in a round robin way: one forteam A, then team B, then team C, then back to A. You can use the systemfields in the data container to limit the “range” by department, or hav...
Page 23 - Chapter 8. When Do I Use an Activity Block?; Performance and Capacity Considerations
Chapter 8. When Do I Use an Activity Block? An activity block is a construct that allows you to group several activities together.Its major functions are: To reduce clutter at a higher level. This lets you have a cleaner big picture atupper levels of your process. To allow a loop. The activity b...
Page 25 - Chapter 9. When Do I Use a Subprocess?; Performance and Capacity Considerations
Chapter 9. When Do I Use a Subprocess? A subprocess is really just a process, but it is called by another (parent) process. Ithas functions similar to an activity block, but it can do more for you. Thecharacteristics of a subprocess include: Reusability: a subprocess can be invoked at multiple poi...
Page 27 - Chapter 10. Data Container Usage; Performance and Capacity Considerations
Chapter 10. Data Container Usage The FlowMark data container is used to pass information from activity to activitywithin the process. It also controls the flow within the process when data fields areused in transition conditions. The terminology used is “process-relevant data.” It isimportant to und...
Page 29 - Chapter 11. Using FlowMark Functions Wisely; Sign On and Sign Off
Chapter 11. Using FlowMark Functions Wisely There are many functions in FlowMark that can influence system performance butare not directly related to process design. They relate to end-user activities. Thepeople who design a FlowMark system, those with the most knowledge ofFlowMark, frequently have ...
Page 33 - A.1 Activity Name and Description
Appendix A. Factors Influencing the Size of a FlowMark DataBase When you design your process in FlowMark Buildtime, you create a process model.You then translate this model and create a process template. This is a bit likecompiling a program. The template contains the rules and other informationnece...
Page 34 - A.2 Results of Staff Resolution
A.2 Results of Staff Resolution When FlowMark determines that a particular activity should be run, it goes througha function called staff resolution. This function determines who should have thisactivity as "ready" on their work list. Based on what the process designer hasspecified on the tw...
Page 35 - Appendix B. The FlowMark Internet Site
Appendix B. The FlowMark Internet Site If you would like more information on FlowMark, visit the Internet site: http://www.software.ibm.com/ad/flowmark Here you will find lots of information on what is happening in the world ofFlowMark, frequently updated. Copyright IBM Corp. 1996, 1998 27
Page 37 - Appendix C. Special Notices
Appendix C. Special Notices This publication was written to give system architects more information to plan forthe number of servers needed for their FlowMark system, and to design it for betterperformance. The information in this publication is not intended as the specificationof any programming in...
Page 39 - Appendix D. Related Publications; D.1 International Technical Support Organization Publications; D.3 Other Publications
Appendix D. Related Publications The publications listed in this section are considered particularly suitable for a moredetailed discussion of the topics covered in this redbook. D.1 International Technical Support Organization Publications For information on ordering these ITSO publications see “Ho...
Page 41 - How to Get ITSO Redbooks; How IBM Employees Can Get ITSO Redbooks
How to Get ITSO Redbooks This section explains how both customers and IBM employees can find out about ITSO redbooks, CD-ROMs,workshops, and residencies. A form for ordering books and CD-ROMs is also provided. This information was current at the time of publication, but is continually subject to cha...
Page 42 - How Customers Can Get ITSO Redbooks
How Customers Can Get ITSO Redbooks Customers may request ITSO deliverables (redbooks, BookManager BOOKs, and CD-ROMs) and information aboutredbooks, workshops, and residencies in the following ways: Online Orders — send orders to: Telephone orders Mail Orders — send orders to: Fax — send or...
Page 43 - IBM Redbook Order Form
IBM Redbook Order Form Please send me the following: Title Order Number Quantity First name Last name Company Address City Postal code Country Telephone number Telefax number VAT number Ø Invoice to customer number Ø Credit card number Credit card expiration date Card issued to Signature We accept A...
Page 45 - Glossary
Glossary Note: This glossary defines terms and abbreviations for IBM FlowMark. For more information aboutthe differences and other terms, not definedhere, refer to the respective publication as listedin Appendix D, “Related Publications” onpage 31. A activity. A unit of work that is performed by one...
Page 57 - Index
Index A activity 1, 3, 6, 7, 8, 11, 12, 13, 14, 15, 17, 19 automatic 12block 1, 15networks 1notebook 13 staff pages 13 volumes 11 activity block 2 activity, automatically started 1 activity, unattended 1 additional hardware 3 AIX 5, 6application 1, 3, 5, 6, 7, 11, 12, 17, 19 assign 1audit trail 3, 9...
Page 61 - ITSO Redbook Evaluation
ITSO Redbook Evaluation Image and Workflow Library: FlowMark V2.3 Design GuidelinesSG24-4613-02 Your feedback is very important to help us maintain the quality of ITSO redbooks. Please complete thisquestionnaire and return it using one of the following methods: Use the online evaluation form found...