Book description
IBM® Coach Framework is a key component of the IBM Business Process Manager (BPM) platform that enables custom user interfaces to be easily embedded within business process solutions. Developer tools enable process authors to rapidly create a compelling user experience (UI) that can be delivered to desktop and mobile devices. IBM Process Portal, used by business operations to access, execute, and manage tasks, is entirely coach-based and can easily be configured and styled. A corporate look and feel can be defined using a graphical theme editor and applied consistently across all process applications. The process federation capability enables business users to access and execute all their tasks using a single UI without being aware of the implementation or origin. Using Coach Framework, you can embed coach-based UI in other web applications, develop BPM UI using alternative UI technology, and create mobile applications for off-line working.
This IBM Redbooks® publication explains how to fully benefit from the power of the Coach Framework. It focuses on the capabilities that Coach Framework delivers with IBM BPM version 8.5.7. The content of this document, though, is also pertinent to future versions of the application.
Table of contents
- Front cover
- Notices
- IBM Redbooks promotions
- Preface
- Chapter 1. Delivering modern UI for IBM BPM using the Coach Framework and other approaches
-
Chapter 2. Creating user interfaces with coaches
- 2.1 Getting started with client-side human services
- 2.2 Building a simple coach
- 2.3 Configuring controls
- 2.4 Control toolkits
- 2.5 Working with documents
- 2.6 Creating a reusable group of controls (using a composite coach view)
- 2.7 Adding validation to a coach
- 2.8 Deriving data from other fields
- 2.9 Making a coach responsive
- 2.10 Designing a coach using the grid layout
- 2.11 Using nested client-side human services
- 2.12 Styling coaches using themes
- 2.13 Displaying coaches in different languages (using localization)
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2.14 Performance considerations
- 2.14.1 Consider the expected browser version when designing coaches
- 2.14.2 Avoid building large coaches with too many controls
- 2.14.3 Minimize the number of server-side calls
- 2.14.4 Use client-side human services instead of heritage human services
- 2.14.5 Minimize the size of business objects in the UI
- 2.14.6 Judiciously use the Table control
- 2.14.7 Pick an appropriate delay time for auto-complete fields
- 2.15 Conclusion
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Chapter 3. Building controls using coach views
- 3.1 Overview of a coach view structure
- 3.2 Developing coach view basic functions
- 3.3 Developing advanced functions of a coach view
- 3.4 Patterns of coach view development
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3.5 Performance considerations
- 3.5.1 Ensuring the browser cache works
- 3.5.2 Using Prototype to reduce the memory footprint
- 3.5.3 Using lazy loading
- 3.5.4 Reducing service calls
- 3.5.5 Balancing UI design simplicity and usability
- 3.5.6 Do not mix controls written with different JavaScript libraries
- 3.5.7 Avoiding unnecessary change-events processing
- 3.5.8 Using custom Dojo build layer
- 3.5.9 Handling editable and read-only modes differently
- 3.6 Checklist for developing a custom coach view
- 3.7 Conclusion
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Chapter 4. SPARK UI Toolkit
- 4.1 Introduction
- 4.2 Understanding the IBM and Salient Process partnership
- 4.3 Basic BPM UI concepts with SPARK
- 4.4 UI layout
- 4.5 Calling AJAX services
- 4.6 Responsiveness
- 4.7 Working tabular and repeating data
- 4.8 Searching content
- 4.9 Formulas
- 4.10 Reporting and analytics
- 4.11 Solutions for common patterns and requirements
- 4.12 More on the SPARK UI Toolkit
- 4.13 Conclusion
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Chapter 5. IBM Process Portal
- 5.1 Process Portal features
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5.2 Modifying the Process Portal user experience
- 5.2.1 Personalize the user experience
- 5.2.2 Configure Process Portal
- 5.2.3 Style Process Portal
- 5.2.4 Extend Process Portal with custom dashboards
- 5.2.5 Define a Process Instance Launch UI
- 5.2.6 Define a custom Process Instance Details UI
- 5.2.7 Clone Process Portal
- 5.2.8 Customize Process Portal
- 5.2.9 SPARK Portal Builder toolkit
- 5.3 Securely accessing IBM Process Portal from a mobile device
- 5.4 Process Federation Server
- 5.5 Conclusion
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Chapter 6. Combining the Coach Framework with other approaches
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6.1 Decoupling the BPM UI: “Headless†BPM
- 6.1.1 How are business processes represented in the SOA reference architecture?
- 6.1.2 Business process orchestration and BPM UI
- 6.1.3 Accessing tasks externally
- 6.1.4 Exposing a process via a business service
- 6.1.5 IBM BPM REST APIs
- 6.1.6 Pros and Cons of a formal service exposure layer for BPM APIs
- 6.1.7 Design points relating to an independent BPM UI
- 6.1.8 Pros and cons of an external BPM UI
- 6.1.9 External UI integration: anti-patterns
- 6.2 BPM UI design patterns
- 6.3 Exposed pattern
- 6.4 Embedded pattern
- 6.5 Integrated pattern
- 6.6 Decoupled pattern
- 6.7 Independent pattern
- 6.8 Hybrid pattern
- 6.9 Combining and extending the BPM UI design patterns
- 6.10 Conclusion
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6.1 Decoupling the BPM UI: “Headless†BPM
- Appendix A. Additional material
- Related publications
- Back cover
Product information
- Title: Deliver Modern UI for IBM BPM with the Coach Framework and Other Approaches
- Author(s):
- Release date: October 2016
- Publisher(s): IBM Redbooks
- ISBN: 9780738442013
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