Conversion of deprecated functions in imported process applications and toolkits

To prepare a process application to be deployed to multiple device types, ensure that its artifacts and the artifacts in its corresponding toolkit dependencies are responsive and suitable for use on both mobile and desktop devices.

IBM® BPM V8.5.7.0 provides functions that enable you to convert deprecated, Dojo-based coach views from artifacts that were built in IBM BPM versions earlier than V8.5.7.0 into responsive, AngularJS-based coach views.

Deprecated coach views in toolkits such as the Coaches toolkit and the Content Management toolkit can be converted into responsive coach views that are based on technologies such as AngularJS and Bootstrap and can be used to build applications that run on multiple device types. More specifically, deprecated coach views from the Coaches toolkit can be converted into responsive coach views from the Responsive Coaches toolkit, and deprecated coach views from the Content Management toolkit can be converted into responsive coach views from the same Content Management toolkit. For the mapping between the deprecated functions and their equivalent responsive functions after conversion, see Mapping deprecated functions to responsive functions.
  • You do not have to convert a process application or toolkit that is created in IBM BPM V8.5.7.0.
    • Build the new process application or toolkit by using only responsive coach views for all the new coaches and coach content.
    • Avoid mixing non-responsive and responsive coach views in the same coach.
  • Convert a process application or toolkit that you imported from an IBM BPM version earlier than V8.5.7.0. The conversion UI is enabled for process applications or toolkits that depend on the deprecated Coaches toolkit or on the Content Management toolkit.
    In the conversion process, you replace the deprecated coach views in all or the specified artifacts that belong to the process application or toolkit with responsive, mobile-ready coach views and coaches:
    • All the coach view instances in the artifacts selected for conversion remain intact and unchanged.
    • All the references to deprecated Dojo-based coach views are converted into responsive coach views.
    • Configuration options and bindings that refer to a coach view instance that is converted are preserved after the conversion.
    Tip:
    • Additional configuration is required after the conversion for custom JavaScript and CSS code that refers to elements and classes in the deprecated coach views. Differences in the CSS code for coach views require that you verify and reconfigure the custom CSS to ensure that the CSS is still compatible with the converted responsive coach views.
    • If you are using or converting to the new responsive coach views in the Responsive Coaches or Content Management toolkits, you must add a dependency on the System Data V8.5.7.0 toolkit or a toolkit or process application that has a theme. The responsive coach views require theme definitions. The BPM Theme in the System Data toolkit provides these theme definitions and it is the default theme for new process applications.
    • If, for example, you converted the coaches in your heritage human service into responsive coaches, you can still open the heritage human service in the desktop Process Designer to verify the conversion of its coach views into responsive coach views. However, to edit the converted responsive coach views, you must use the web Process Designer. No heritage human service editor is available in the web Process Designer.
To plan your way through the conversion, understand how the conversion works and the concepts that are involved in the process.
Artifacts that contain deprecated coach views
For a specified process application or toolkit, the conversion UI lists all the artifacts that directly depend on deprecated coach views from that application or toolkit. The artifact list can include a mixture of coach views, heritage human services, and client-side human services whose coaches use deprecated coach views. Depending on your business needs, you can select all the artifacts in the list or only some of them for conversion.
Toolkit dependencies
If the listed artifacts that contain deprecated coach views have toolkit dependencies or include coaches or coach views that have toolkit dependencies, the toolkit dependencies are listed in the Toolkit Dependencies section. The list includes all the toolkit dependencies for the specified process application or toolkit, from direct dependencies to dependencies of dependencies.
Important: Regardless of how simple or complex the hierarchy of toolkit dependencies is, when you convert its deprecations you must always start at the deepest level and follow the described bottom-up conversion strategy while you ensure that you convert all the dependencies.
Note: If the Toolkit Dependencies list includes read-only items, the user that you are logged in as is not authorized to upgrade these dependencies. You can, however, change the version of a read-only toolkit to a snapshot version that was converted and taken by another authorized user. If no such snapshot is available, contact the owners of the read-only toolkit to determine whether they want to convert it themselves or grant you permission to do the conversion.
Bottom-up conversion strategy
Whether you start the conversion from a process application or a toolkit, follow a bottom-up strategy that includes the following main steps:
Remember: Before you proceed with the conversion, take a snapshot of the process application or toolkit.
  • In the toolkit dependencies structure, go to the deepest level that has no custom toolkit dependencies and start the conversion there.
  • Convert the deprecated coach views in all artifacts for each toolkit dependency, one level at a time, and work your way up until there are no dependencies left to convert.
    Tip: Other users might have already converted some dependency toolkits that your process application depends on. If a converted version of a toolkit exists, upgrade the toolkit to that version directly.
  • For each toolkit dependency, at every level, follow this process:
    1. Check - Check whether a converted version of a dependency toolkit exists:
      • If it exists, skip step 2 and update the version of your toolkit to the converted version.
      • If it does not exist, continue with steps 2 - 5.
    2. Convert - Convert the deprecated coach views in all the listed artifacts for that toolkit.
    3. Test and customize - Test the results of the conversion in the artifacts and customize where necessary. Retest the artifacts to ensure that they work as expected.
    4. Refresh- (Optional) Refresh (Refresh) to make sure that there are no more artifacts and dependencies left to convert for the current toolkit.
    5. Take snapshot - Take a snapshot of the converted toolkit.
  • Move up one level and, from the dependencies listed under UI Conversion or from the library, change the dependency version to the version of the snapshot that you took.
  • At the top application level, iterate through steps 2 - 4. Then retest and update the custom artifacts, as necessary.
  • (For the Coaches toolkit only) From the library, remove the application's dependency on the toolkit.
    Note: The dependency on the Content Management toolkit is automatically upgraded.
The process application and all its artifacts are now suitable for use on multiple device types. You can resume the development in the process application by using only responsive coach views and coaches.
Example
The diagram shows a three-tiered hierarchy of toolkit dependencies for a process application, PA1.
Assume that the list of toolkit dependencies for your process application consists of a three-tiered hierarchy:
  • At the top level, the process application (PA1) has one toolkit dependency: TKT1.
  • TKT1 depends on TKT2 that depends on TKT3.
  • At the lowest level, TKT3 has no toolkit dependencies.
  • No converted version exists for any of the specified toolkits.
Start by converting the deprecated coach views in TKT3, and then convert your way up to the top level by completing the following steps:
  1. In the toolkit dependencies structure, go to the TKT3 level.
  2. Apply the conversion process starting at the TKT3 level:
    1. Convert the deprecated coach views in all the artifacts in TKT3.
    2. When the conversion is complete, test the results of the conversion in the artifacts and make adjustments where necessary. Retest the artifacts if necessary.
    3. (Optional) Click Refresh to make sure that the list of artifacts for TKT3 is clean and there are no more dependencies.
    4. Take a snapshot of the TKT3 toolkit that has all the artifacts and dependencies converted.
    5. Move up one level to TKT2.
    6. In the list of toolkit dependencies for TKT2, change the toolkit version for TKT3 to its snapshot version to remove TKT3 from the list of dependencies for TKT2.
    7. From the library, right-click the dependency of TKT3 on the Coaches toolkit and remove the dependency. Repeat this step for TKT2.
  3. Iterate through the same conversion process at TKT2 level, and then repeat the conversion process for TKT1.
  4. With all the toolkit dependencies converted, at the PA1 level iterate through steps a - c. Then retest and update the custom artifacts as necessary. PA1 and all its artifacts are suitable for use on multiple device types.
  5. From the library, right-click the dependency of PA1 on the Coaches toolkit and remove the dependency. The dependency on the Content Management toolkit is automatically upgraded.