Designer > Getting Started with Informatica Process Developer > Using the Process Developer Process Editor
  

Using the Process Developer Process Editor

The Process Editor consists of a canvas and palette for creating a visual representation of a BPEL process. When you create a BPEL file, as described in Creating a New Process, the file opens in the Process Activities tab of the editor, and you have a canvas on which to create a process.
The following illustration shows the parts of the Process Editor.
1
Palette. Select constructs to create a process definition. Annotate your process with drawing labels and shapes. Create custom activities to reuse in other processes.
2
Tabs. Select a tab to design a specific component of a process on its own page or to view the generated XML code in the Source tab. You can print the contents of each page.
3
Canvas. Drag palette items to the canvas. Set visual properties for the items and the canvas.

Process Editor Process Activities Tab

From the Project Explorer you open a process file (a .bpel file), and the graphical representation of the process is displayed in the Process Activities tab of the Process Editor.
Some common activities using this tab are:
See also Tips for Designing on the Process Editor Canvas.

Process Editor Fault Handlers Tab

Use the Fault Handlers tab of the Process Editor to design process-level fault handling. You can add catch and catchAll containers and activities on this tab. These fault handlers are added to the <faultHandlers> section of the BPEL file.
Typical activities when using this tab are:

Process Editor Event Handlers Tab

Use the Event Handlers tab of the Process Editor to design process-level message and time-out events. For more information, see Event Handling.
Typical activities using this tab are:

Process Editor Compensation and Termination Handler Tabs

One BPEL process can invoke another BPEL process. In this case, the invoked process is referred to as a subprocess, and can be handled specially. The subprocess is eligible for compensation and termination handling in the same way as a process scope. For details, see Creating a BPEL Process as a Service for Another BPEL Process
These tabs are as follows:

Process Editor Source Tab

Use the Source tab of the Process Editor to view the generated XML code for your process. The code you see is validated against the WS-BPEL 2.0 specification. For details, see BPEL XML Source and Implicitly Added Activities.

Process Editor Source Tab

Use the Source tab of the Process Editor to view the generated XML code for your process. The code you see is validated against the WS-BPEL 2.0 specification. For details, see BPEL XML Source and Implicitly Added Activities.

Setting Visual Properties and Using Your Own Library of Images

For all of Process Developer's activity icons, you can change the font size, colors, borders, and other visual properties.
In addition, you can change the activity icons to impart more meaningful visual representation for the type of process you are building.
You can set defaults for all processes, as described in Layout Preferences, or you can modify visual properties for individual processes and activities.
Here are some examples:
Example 1: Add a border, change font size for an activity
Example 2: Select your own images for activities by setting the Image Location property for each activity
Example 3: Change the link router style from Manhattan to Manual
The manual style draws a straight link, rather than a stair-step style link, and allows you to set the angle for a link transition. A Shortest Path style link travels around the border of objects to link two activities.
The following table lists the visual properties you can set for various activities. Not all properties apply to all activities.
Property
Description
Background Color
Fill color if the Transparent property is No
Border
Yes/No selection to display a border on a drawing item
Border Color
Opens a dialog for you to choose a basic or custom color for the border of a drawing item.
Expanded
For a container, such as a Scope, a Yes/No display indicating whether the container's contents are displayed or hidden. This setting changes when you select Expand or Collapse from the container's right-mouse menu.
Font
Sets the font to use for label.
Font Color
Sets the color for labels.
Image Display
The image to draw if any
Image Location
Sets the file system location and name of the image file. See the Tips section below for multi-selecting activities to change their images.
Image Text Gap
Select the size for the gap between an activity icon and the label.
Label
Select the display format for an activity label. See Selecting Activity Labels.
Label Alignment
Sets the align text property: left, right, center, top, bottom
Label Placement
For a drawing object, sets the placement of text label relative to image.
Location
Sets the the XY location on the canvas of the object
Orientation
For a container, sets the vertical or horizontal orientation for activities within the sequence.
Primary Alignment
For a Sequence activity, sets the alignment for the group of activities.
Secondary Alignment
For a Sequence activity, sets the alignment position of the activities within the sequence.
Size
Sets the the current size on canvas
Size to Fit
Set to Yes to restrict resizing of the selected drawing object. Select No to permit resizing of the drawing object.
Text
For a drawing object, text label
Transparency Level
For a drawing object, sets the value of transparency. A larger value decreases the transparency.
Transparent
Yes/No setting. If you select No, you can set the Background color.
Tips for setting visual properties:

Adding Tasks and Bookmarks to the Process

You can add a bookmark to a graphical element on the Process Editor canvas and create a link to easily jump back to that spot in the process. You can also add a task, which is similar to a bookmark. To add a task, highlight a graphical element and create a link to easily jump back to it.
A task is not related to the human interactions or people activity task element for a Human Tasks (BPEL for People) activity.
The difference between a task and bookmark is in the intent of the link. A task usually indicates something that needs to be done at that spot as opposed to just an easy link back to it. A task also has a priority to let you easily sort tasks by importance.
To add a task or bookmark to a graphical element, select the element and right-click. Select Add Bookmark or Add Task. Name the task or bookmark.
The following illustration shows a graphical element with a task or bookmark added.
1
Receive activity with a task added
2
Receive activity with a bookmark added
For more information, see Bookmarks View.

Adding Comments to a Process

Process Developer offers two ways to add annotations to a process: comments and documentation.
Comments are useful for design-time annotations because you can add tasks and to do items to them. They appear as HTML-formatted comments in the BPEL source code. You can also add a documentation element to a BPEL process, activity, and links. For details, see Adding Documentation to a Process.
You can add a comment to any element of the process, such as an activity, link, variable, or the process itself.
  1. 1. Select an item from the Outline view or the Process Editor canvas. For example:
  2. 2. In the Properties view, at the end of the Comment row, click Dialog.
  3. 3. Type in a comment in the Comment dialog and click OK.
  4. Tip: You can add a Task tag to the beginning of the comment and the comment appears in Tasks view. For details, see Tasks and Problems Preferences.
The comments for activities and links appear when your mouse hovers over them on the Process Editor canvas, as shown.
Comments appear as formatted tags in the Source view of your process.
If you want to add a comment about a namespace, add the comment to the process itself.

Adding Documentation to a Process

You can add one or more documentation items to the process or to an activity. If desired for language support, add a language identifier. The source field is for application-specific reference.
Process Developer offers two ways to add annotations to a process: Comments and Documentation. You can add a <documentation> element to a BPEL process, activities, and links. For design-time, comments are useful because you can add tasks and to do items to them. For details, see Adding Comments to a Process.
You can add documentation to any element of the process, such as an activity, link, variable, or the process itself.
If you generate a process report, the documentation is very useful. For details, see Generate Process Report.
  1. 1. Select an item from the Outline view or the Process Editor canvas. For example:
  2. 2. In the Properties view, do one of the following:
To fill in the Documentation Details:
  1. 1. Select New to open the Documentation Details dialog, as the example shows.
  2. 2. Fill in the dialog as follows:
  3. 3. Click OK, and select New to add additional documentation elements.
  4. 4. In the Documentation entries list, you can reorganize entries by selecting the Up or Down buttons. The first entry in the list is displayed in the Properties view of the activity, link, or partner link.
Documentation appears as formatted tags in the Source view of your process and also in a report that you can generate.

Tips for Designing on the Process Editor Canvas

Use the Process Editor canvas to create a graphical representation of a BPEL process.
Here are some tips for designing your process:

Showing and Hiding Activities

You can preserve Process Editor real estate in the following ways:
Expanding, Collapsing, and Drilling Down into Container Activities
You can collapse the display of container and control flow activities. These activities include sequence and flow (Process Developer Classic only), fork join (BPMN only), if, while, pick, scope, repeat until, and for each.
When an activity is collapsed, select the plus icon to temporarily drill down into the activity to view its contents. Use the bread crumb display or the Navigate > Back command to collapse the activity.
To collapse an activity, such as a scope, select Collapse Container (or Control Flow) from the right-mouse menu. The small icon, illustrated in the collapsed scope below, indicates the container is collapsed. To expand a container, select Expand Container (or Control Flow) from the right-mouse menu.
Tips for using Expand, Collapse, and Drill Down:

Process Editor Keyboard Shortcuts

The following tables describe how to select and move objects on the Process Editor canvas without using a mouse.
Navigation Keys
See also Process Developer Menus and Toolbars.
Selecting an object
When an activity or container is selected, you can navigate to another object using the following keys.
Key
Action
Space
Select
Left arrow
Navigate to the object on the left
Right arrow
Navigate to the object on the right
Up arrow
Navigate to the object above
Down arrow
Navigate to the object below
/ or ?
Navigate to the next link
\ or |
Navigate to the previous link
Alt + Down arrow
Navigate into a container
Alt + Up arrow
Navigate out of a container
Pressing the CTRL key causes the focus, rather than the selection, to move. Pressing the SHIFT key while using one of the navigation keys extends the selection.
Moving an object
When an object is selected, you can move it using the following keys. Note that you can move an object diagonally by selecting two adjacent arrow keys simultaneously.
Key
Action
Alt + mouse
Move the selected object one pixel at a time
Period
Select next handle
>
Select previous handle
Left arrow
Drag left
Right arrow
Drag right
Up arrow
Drag up
Down arrow
Drag down
Enter
Commit the drag operation
Esc
Abort the drag operation
Palette Keyboard Actions
Key
Action
Left arrow
If focus is on an expanded palette group, such as the Activity group, then collapse it. Otherwise set focus on the group.
Right arrow
If focus is on a collapsed palette group, then expand it. If the group is expanded, then the focus moves into the group.
Up arrow
If the focus is inside a group, then it moves to the group title.
Down arrow
Moves to the next item

Process Developer Function Keys

The following function keys are available.
Location
Key
Function
Debug View
F6
Step Over
Debug View
F8
Resume