Releasing, Deploying, Running, and Monitoring the Process

Objectives

After completing this lesson, you will be able to:

  • Release, deploy, run, and monitor your process
  • Monitor the new process

Releasing, Deploying, Running, and Monitoring the Process

After you have finished modeling your process with various forms, it is time to run it. Before you can run your process project, you have to first release and deploy it.

  • The first step is to "release" a process project which creates a snapshot of its current status and gives it a dedicated version number. If you are releasing your process project for the first time, the version number will be 1.0.0.
  • "Deploying" your process project can only be done after its release. The deployment makes it available for others to use. Please note that you cannot edit released or deployed process projects. If you need to make changes to an already released process project and deploy it, you will need to edit the process project and then re-release and re-deploy it.
  • "Running" the process will demonstrate that the workflow has been triggered and the approval process project has started. To do this, you have to open the process builder of the deployed version and choose the form to get to the URL which is opened from the web browser.

Now that your process project is running, we need to follow how well it is working. Monitoring business processes is key to successful automation. Using monitoring capabilities, you can proactively and consistently monitor process performance, identify any issues in the process project, and take necessary actions to ensure business process continuity.

Release, Deploy, and Run your Process

Business Scenario

To run the process, you have to first release and then deploy the business process project.

Releasing a project creates a version or snapshot of the changes, and deploying the project makes it available in runtime to be consumed. You can only deploy a released version of the project, and at a given time, there can be multiple deployed versions of the same project.

Exercise Options

To carry out this exercise, you can choose from the following options:

  1. Live Environment: Using the instructions provided below, you can perform the steps in your SAP BTP account.
  2. Platform Simulation: Follow the step-by-step instructions within the simulation.
  3. Side-by-side: Follow the step-by-step instructions within the simulation and perform the steps in your SAP BTP account simultaneously.
Note
We strongly recommend to perform the steps in the live environment.

To learn more about how to release, deploy, and run the process, follow this tutorial.

Task 1: Release, Deploy, and Run Your Process

Steps

  1. Release the business process project.

    Use the following data:

    FieldValue
    Version Number1.0.0 (the standard entry)
    Version Commentfirst version

    1. Choose Release.

    2. In the Version Number field, check, if there is an entry of 1.0.0, if not, add it. Choose Release.

      Version numbers have x.y.z format where x is a major version number, y is minor, and z is the patch number. Every time you release, a new version will be created. The version is incremented automatically based on how you want to store the changes in the repository, for example, major or minor updates, or just as a patch.

      If you are releasing for the first time, the version will start with 1.0.0. Next time you release, the version numbers will be automatically updated.

    3. In the Version Comment field, enter first version and choose Release.

  2. Deploy the released project.

    In the following steps, you will deploy the released project.

    1. Choose Deploy

      Note
      Deploy will take a couple of seconds or minutes, depending on how big your project is and how many different artifacts it has. Any errors during the deployment will be shown in the Deployment Console.
    2. On the next screen, choose Next.

    3. On the next screen, choose Next.

    4. On the next screen, choose Deploy.

    5. You can now see the changed status as well as all the deployed and/or released project versions from the project status list next to the project name.

    6. You cannot edit released or deployed projects. To continue working on your project, you need to select the editable option.

  3. Run the business process.

    In the following steps, you will run the business process.

    Use the following data:

    FieldValue
    Customer NameSAP
    Order NumberPO7991
    Order Amount410418
    Order Dateenter a date of your wish
    Shipping CountryUnited States of America
    Expected Delivery Dateenter a date of your wish
    1. Choose Project Builder.

    2. Choose Order Processing Form.

    3. Choose Copy.

    4. Open the form in the browser using the copied link.

    5. In the Customer Name field, enter SAP.

    6. In the Order Number field, enter PO7991.

    7. In the Order Amount field, enter 410418.

    8. In the Order Date field, enter enter a date of your wish.

    9. In the Shipping Country field, enter United States of America

    10. In the Expected Delivery Date field, enter a date of your wish.

    11. Choose Submit.

    12. You can now see a notification that the form has been successfully submitted. This means that the workflow has been triggered and the approval process has been started.

    13. Choose Submit Now.

Result

You have successfully released, deployed, and run the process.

This concludes the tutorial.

Monitor the New Process and Access its Tasks

Business Scenario

SAP Build Process Automation provides different applications for monitoring and managing different process skills. The applications include Process and Workflow Instances, Automation Jobs, Acquired Events, and more. These applications are available under the Monitor tab.

To learn more about how to monitor the new process and access its tasks, follow this tutorial.

Task flow

In the task of this exercise, you will perform the following steps:

  1. Access process and workflow instances.
  2. Customize the view of the process instances.
  3. View details of a specific process instance.
  4. Check the inboxes.

Exercise Options

To carry out this exercise, you can choose from the following options:

  1. Live Environment: Using the instructions provided below, you can perform the steps in your SAP BTP account.
  2. Platform Simulation: Follow the step-by-step instructions within the simulation.
  3. Side-by-side: Follow the step-by-step instructions within the simulation and perform the steps in your SAP BTP account simultaneously.
Note
We strongly recommend to perform the steps in the live environment.

Task 1: Monitor the new Process and Access its Tasks

Steps

  1. Access process and workflow instances.

    1. If not already there, return to the Lobby by choosing SAP

    2. Choose Monitor

    3. To monitor all the running instances of the process, select the Process and Workflow Instances tile.

    4. Here, you can see all the running, erroneous, and suspended process instances.

  2. Customize the view of the process instances.

    1. To get a more customized view of the process instances, choose Filter.

    2. In the Filter settings, you can filter by different criteria, such as the Status of the process instances. If you would also like to see completed instances, select Completed within the Status filter option. Choose OK.

  3. View details of a specific process instance.

    1. Explore different process monitoring options. Observe the process instance information, the process context which is the actual process data flowing across different activities in the process, and the execution logs where you can see the entire trace of how the process has been progressing with some basic runtime information of each activity.

    2. As you can see, the process is waiting for the user task to be completed. These tasks are generated from the forms that are added in the process, and can be accessed via the My Inbox application of the respective task recipients.

  4. Check the Inboxes.

    1. Choose My Inbox.

    2. The task will go into the inboxes of all the recipients that are configured in the General section of the approval step in the process editor.

    3. Choose Approve

    4. Result:

Result

You have successfully monitored the new process and accessed its tasks.

This concludes the tutorial.

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