Designing processes - EMC Community Network

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Designing the New Accounts Opened this Week process of a manual activity and automated activity is designed. An SDT captures information about the number of accounts for each of five countries. This process must be executed five times. The country column in the data source is configured as a single drill-down, so that when a bar is selected in the report, the contents of the New Accounts by Customer Type report displays. This drill-down relationship is tested once you complete the dashboard. These topics include procedures for designing, running, and reporting on the New Accounts Opened This Week process. Designing the New Accounts Opened this Week process 1. Create a process in Process Builder. The first activity is manual. It submits the SDT data. The second activity is automated and is used to end the workflow. 2. Create an SDT and in the Name field enter AccountsThisWeek. In the Display Name field enter Accounts This Week. 3. Add two attributes to the SDT. In the Name field of the first attribute enter Country. 4. In the Display Name field enter Country. As the process runs you will populate this field with five different countries. 5. In the Type list box select String. 6. Select the Searchable, Reportable and Update BAM Database tables based on this SDT definition checkboxes. 7. Create a second attribute. a. In the Name field enter NewAccounts. b. In the Display Name field enter New Accounts. c. In the Type list box select INT. d. Select both the Searchable and Reportable checkboxes. 8. Click OK. 152 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
Prototyping Business Activity Monitor dashboards 9. Select Tools > Process Properties to open the Process Properties dialog. 10. Click the Data tab. 11. Highlight Process Variable and then click the Add new process data button. 12. From the Type list box select Accounts This Week and then click the General tab. 13. Turn the Audit Trail On and click OK. The Process Properties window closes. 14. For the manual activity, open the Activity Inspector window and select the Data tab. 15. Select the process variable (Var0), select the This variable can be used to generate reports checkbox, and click OK. The Activity Inspector window closes. 16. Open the Activity Inspector for the automated activity and click the Performer tab. 17. Select dm_noop_auto_method as the method and click OK to close the Activity Inspector dialog. 18. Save, validate, and install the process. Enter Accounts This Week as the name of the process. Running the New Accounts Opened this Week process 1. Log in to TaskSpace. EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide 153
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Table of Contents Chapter 8 Cleanin
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Preface 8 EMC Documentum xCelerated
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Overview • Provides security and
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Overview 12 EMC Documentum xCelerat
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Product Overview Documentum ECM pla
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Product Overview Process automation
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Planning and Designing the Applicat
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Creating the Data Model submitter_a
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Designing the Process Defining acti
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Designing the Process The transitio
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Designing the Process 2. Add a seco
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Designing the Process The end resul
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Designing the Process Inter-process
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Designing the Process For the child
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Designing the Process at or right a
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Designing the Process Enabling repo
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Creating the User Interface Adaptor
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Creating the User Interface 1. Open
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Creating the User Interface Working
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Monitoring Business Activity • pu
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Monitoring Business Activity (PRS).
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Performance and Scalability System
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Performance and Scalability Factors
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Performance and Scalability Skill-s
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