monitor your first bpd

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Document generated by Confluence on Aug 27, 2013 03:00

SAMPLE EXCHANGE : Monitor your first BPD

This page last changed on Dec 05, 2011 by [email protected].

Software prerequisites IBM BPM 7.5.1

Download MonitorSample_-_GettingStarted1.twx

Sample developer(s) Roland Peisl

In this article • Introduction• Download• Overview• Build it yourself • Run the sample• References

IntroductionIBM BPM comes with some built-in monitoring capability wherein it writes the values for elements thathave been selected for tracking to the Performance Data Warehouse (PDW). The Performance DataWarehouse only receives data from the Business Process Definition (BPD) and allows for monitoringbusiness process instance execution, worker and team performance, as well as process variables.

The big advantage of monitoring a BPD this way is that you do not have to do much to get some instantmonitoring information to understand the execution of your business process instances in more detail.

In the Build it yourself section you will learn what to define to allow for business process monitoring(and there is not much to do). In the Run the sample section you will start and complete a few processinstances, and you will look at the processes performance from IBM Process Portal.

Download

1. Download the sample file to your disk.2. Import the sample file into IBM Process Designer V7.5.1.

Sample File Repository^MonitorSample_-_GettingStarted1.twx

Overview

This sample extends the sample named 'BPMN 2.0 - Working with the Event Gateway'. You may be able

to better understand the processes used when looking at it. On the other hand, the sample is not toocomplicated, therefore you may decide to quickly move on to the Build it yourself section to make yourfirst steps direction monitoring.

Build it yourself

Open IBM Process Designer, and import the Process Application provided in the Reference section named'MonitorSample_-_GettingStarted.twx'.

Once imported, open the Process Application named 'BPMN20 Event Gateway' in Process Designer.

Under 'Processes', open the EditAndFileOrder process.

http://bpmwiki.blueworkslive.com//download/attachments/23102488/MonitorSample_-_GettingStarted1.twx?version=1






Switch to the Tracking tab to verify that the Auotracking flag is switched on.




With that, default monitoring is available.

Now select the task named 'Edit Order', select the KPIs tab on the properties section, and select the 'TotalTime' KPI to see its default specification.




Next we want to monitor some of the process variables. To do so, click the 'Variables' of the process, andselect 'Track this field' flag for the following variables:

• Order ID• OrderAmount

• OrderItemName• OrderNumberOfPieces




Accept the 'Tracked short name' added when checking the 'Track this field' checkbox. (Simply thevariable's name is reused for tracking'.

Save your changes.

In order to send data to the Process Data Warehouse (PDW) we must expose the data. This will allow thedata to be seen in to Process Portal once the BPDs are executed.Click the Overview tab of the EditAndFileOrder process and look at the 'Exposing' section on the righthand side.




Now click for each entry on the 'Select...' button to select for all the Participant group: All users.

When done, save your work.We will now generate and deploy these definitions and enable the Process Data Warehouse to receive thedata we have flagged.From the File Menu select Update Tracking Definitions. This may run for several minutes. It is doing a lotin the background while preparing the Process Data Warehouse.

Once completed, click OK on the Definition Sent message box.

That's all we need to do to allow some initial monitoring.You are now ready to run some process instances.

Run the sample

Before having a look at the performance warehouse, we need to have a few running instances. Thereforestart at least five different EditAndFileOrder processes, simply by clicking the run botton 5 times, thencomplete the first task named 'Edit Order', and perform some more navigation for some of the instances.When asked for a userID and password to accept tasks during process execution, work with tw_admin foruserID and password.




Only one thing is important: Be sure to have a different OrderID of each process instance, and if youwant to experience the event gateway, remember this OrderID as it is required to modify or cancel theorder via the second process of the Process Application, named 'ModifyOrder'.Repeat this to finally have at least 5 instances running in various states.When done, in Inspector you will have a lost like that:




Now logon to Process Portal at http://localhost:9080/portal (use tw_admin for userID and password) toinvestigate the process instance execution performance:

Let's take a quick tour on Process Portal:

http://localhost:9080/portal




First, on the left hand side, your Inbox is shown presenting all active process instances and theircurrently made ready task, which you could select and run. If you want to run a task, simply click on thegreen run button presented in the most right column.

Second, click on the History link on the left hand side. Here you do not only see the active processinstance, but the already completed instances as well.Now before we have a look at the process performance - accept to run a task from your Inbox. Switchback to the inbox, and for example select a process instance which waits for the completion of the 'FileOrder' task. Click the run button, accept the task assignment, and click OK:




Complete the task by clicking on the File Order button.




This was the last task of this process instance, and the process instance will now be completed.If you switch back to the History tab, you will see the first EditAndFileOrder process instance to becompleted, whereas all the others are still active, and therefore running.

Now - click on a process instance listed in the 'Instance Name' tab in the History view. More details aboutthe process instance is displayed. In the Tasks section, click on the right hand side to list details for alltasks.

Be it for completed instances or instances that are still running, you can add comments and document tofurther detail out the process instance history.Now, open the process instance diagram by clicking on the little diagram icon at the top.




Now - let's have a look at the performance tabs. And remember: The data you see may be a little bitdifferent compared to the images published here in the sample.Click on the 'My Performance' link on the left hand side to see your performance (which is theperformance of the logged on user):




If the user is a member of a team then performance metrics are available for the team. We have not setthings up in this lab to show team data in the My Team reports. As time continues, and more and moreprocess instances are started, worked on and then completed, the statistics here will change in a realproduction environment. (In this sample you are the only user working with the process instances....)

Now have a look at the Process Performance:

You will see how many processes instances are overdue, at risk or on track, based on the settings of yourProcess Applications.

Now, click on the yellow part of the pie chart indicating the percentage of process instances at risk to getsome more details about this.The process instance overview report is shown presenting more details. However as you do not havemany instances, and all were started today, there is not much surprise.




Nevertheless, click on the 'View all' button to get more information for each single process instance:




This shows per process instance start and due date, and how much time is left for completion. Some

process instances are flagged to be at risked because the system anticipates to miss the process instancedue date because some or only one of its tasks are overdue.

Now, click again on Process Performance on the left hand side, then click on the blue part of the piechart, and scroll down to look at the Activity Analysis:




This analysis shows the average task completion per task, and how many tasks of each type wereexecuted.However over the colored areas of the activities listed in the Activity Task Count diagram, and if you havean area in red, click on it, otherwise click on any other area.




All tasks of the selected state are listed. You can select a task, and change its priority indicating that thetask should be completed with higher priority than other tasks. Similar to this, the task can be assignedto other users or user groups.




Finally, let's create some custom report looking at the process variables.To do so, click on the Ad Hoc Reports link on the left hand side. Now you can create a customized reportbased on the process variables you have selected for tracking.




Click on 'New ad hoc report', then on the next panel select the 'EditAndFileOrder' process. After this, anew panel is presented allowing you to specify what variables should be included in your report. Click atall the drop down boxes to finally have selected what you see here:

When done, click on 'Refresh chart'




This chart shows you the average total order price per order item ordered. (You only get this chart if youhave created a number of process instances with different order items used).You can now save the report, run more instances, and then rerun the ad hoc report then with new data

extracted from newly executed and most likely completed process instances.

With that this sample completes. You should remember from this sample that basic process instancesmonitoring is almost immediately available simply by defining that process execution should be tracked,and this basic monitoring includes custom process variables that can be gathered during business processexecution.

PS - Monitoring this makes more fun when you are creating / executing and completing a number of process instances over a couple of days. The you will have a longer timeline to be monitored, and youcan see how the process instances behave over that timeline, and how the monitor is presenting processinstance execution data. So - if you can afford - keep the sample, and return to the sample from time totime.



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References

Provide any references related to this sample.

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