Understanding Process Automation and Tools in Business Operations

 
IPA Differences
 
ProcessFlow / IPA Differences
 
A little history
ProcessFlow
BCI
ProcessFlow
Professional
ProcessFlow
Integrator
Lawson
Process
Automation
Infor Process
Automation
Process
Integration
 
What is Process
Automation?
 
Infor Process Automation is a tool for automating
business processes. It works with Lawson Landmark
applications and is similar conceptually to Lawson
ProcessFlow Integrator for S3 applications and M3
applications.
 
Infor Process Automation is the umbrella term for
two software components, Infor Process Designer
and Process Server
 
Pflow vs. IPA
 
Overview of Tools
• PFI: Traditional Lawson workflow automation tool for S3 and M3
apps
• IPA: Newest workflow automation tool
Use
• PFI: Manage flows initiated out of S3/M3 applications (PRIOR to
IPA10)
• IPA: Manage flows initiated out of Landmark (PRIOR TO IPA10)
 
• Landmark Approval requests
• IPA: Manage ALL processes – IPA10
 
Technology
 
Loaded with Landmark Technology and is
associated with a Landmark technology release.
Designer must be associated with the specific
Landmark technology release.
 
More Connectivity
 
Major Differences
 
Built on Landmark technology
Eclipse Designer (new as of LPA)
Admin tool built into rich client
Reduced footprint
o
Event  Manager is merged with LPS
o
RMI server is removed
o
Scheduler is part of Landmark
o
Menu.do is removed
o
Java client is part of rich client
Designer works with single data area at a time
Flows and Logs are now stored in DB (YAY!!!)
Inbasket is now part of Smart Office / Rich Client
 
Architecture
 
Designer Features
 
All the nodes are still available
Grid displays
Error processing
Break points for debug
You can now save connection parameters
 
Error Handling
 
Determine actions to take on error on every node
 
Error Handling
 
 
Error Connector
 
Rich Client
 
Rich Client
 
Landmark Transaction Node
 
Multiple Landmark Modules (LTM, Contract …)
Object Name = Business Class
Multiple Actions for a business class
o
Actions are specific to object
Find records
Specific queries
Updates and changes
Action types (CRUD)
o
Single record query
o
Multiple record query
o
Relation query
o
Creat/Update/Delete
 
Landmark Scenario
 
Query a resource in Landmark
Create a resource as an actor within landmark
Assign Roles to actor
Email the results
 
Administration
 
Work Units
 
Workunit Actions
 
Restart
Cancel
Release
Move Work Unit History
In flight changes
 
Additional Functions
History
Tracking
Action on pending workunits
 
Enable Autopurge
 
Scheduling
 
By Service
By Process
Similar to pflow scheduler
Options:
o
Once
o
Freq in sec
o
Date of month
o
By day
o
By week number
o
Time zones
o
Advanced
Notifications
 
File Transfer Node
 
Channels
 
One way communication between IPA and
external sources
o
JMS (Java Messaging Service)
o
File Messages (Similar to FileClient)
 
File Channel
 
File Receiver
 
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Exploring various process automation tools such as Infor Process Automation and its components like Infor Process Designer and Process Server, comparing Pflow vs. IPA for workflow automation, delving into technology loaded with Landmark technology, major differences in Landmark technology, and features in the Designer tool.


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  1. IPA Differences ProcessFlow / IPA Differences

  2. A little history ProcessFlow Professional ProcessFlow Lawson Process Automation ProcessFlow Integrator BCI Process Integration Infor Process Automation

  3. What is Process Automation? Infor Process Automation is a tool for automating business processes. It works with Lawson Landmark applications and is similar conceptually to Lawson ProcessFlow Integrator for S3 applications and M3 applications. Infor Process Automation is the umbrella term for two software components, Infor Process Designer and Process Server

  4. Pflow vs. IPA Overview of Tools PFI: Traditional Lawson workflow automation tool for S3 and M3 apps IPA: Newest workflow automation tool Use PFI: Manage flows initiated out of S3/M3 applications (PRIOR to IPA10) IPA: Manage flows initiated out of Landmark (PRIOR TO IPA10) Landmark Approval requests IPA: Manage ALL processes IPA10

  5. Technology Loaded with Landmark Technology and is associated with a Landmark technology release. Designer must be associated with the specific Landmark technology release.

  6. More Connectivity

  7. Major Differences Built on Landmark technology Eclipse Designer (new as of LPA) Admin tool built into rich client Reduced footprint o Event Manager is merged with LPS o RMI server is removed o Scheduler is part of Landmark o Menu.do is removed o Java client is part of rich client Designer works with single data area at a time Flows and Logs are now stored in DB (YAY!!!) Inbasket is now part of Smart Office / Rich Client

  8. Architecture

  9. Designer Features All the nodes are still available Grid displays Error processing Break points for debug You can now save connection parameters

  10. Error Handling Determine actions to take on error on every node

  11. Error Handling

  12. Error Connector

  13. Rich Client

  14. Rich Client

  15. Landmark Transaction Node Multiple Landmark Modules (LTM, Contract ) Object Name = Business Class Multiple Actions for a business class o Actions are specific to object Find records Specific queries Updates and changes Action types (CRUD) o Single record query o Multiple record query o Relation query o Creat/Update/Delete

  16. Landmark Scenario Query a resource in Landmark Create a resource as an actor within landmark Assign Roles to actor Email the results

  17. Administration

  18. Work Units

  19. Workunit Actions Restart Cancel Release Move Work Unit History In flight changes Additional Functions History Tracking Action on pending workunits

  20. Enable Autopurge

  21. Scheduling By Service By Process Similar to pflow scheduler Options: o Once o Freq in sec o Date of month o By day o By week number o Time zones o Advanced Notifications

  22. File Transfer Node

  23. Channels One way communication between IPA and external sources o JMS (Java Messaging Service) o File Messages (Similar to FileClient)

  24. File Channel

  25. File Receiver

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