Designing processes - EMC Community Network
Designing processes - EMC Community Network Designing processes - EMC Community Network
Designing the Process Enabling reporting for BAM In Process Builder you specify the process execution data to be recorded in BAM, so that report designers can create BAM reports based on this data. Activating the Audit Trail You must activate the audit trail for each process that you want BAM to monitor. Activating the audit trail enables the BAM server to extract the reporting data and insert it into the BAM database. In the Process Template Properties dialog box, select the General tab. In the Audit Trail Settings group box, select the On option. When auditing is on, audit trail information is saved for each workflow instance created from this template. Note: To change audit trail settings, you must have CONFIG_AUDIT privileges. CONFIG_AUDIT is an extended user privilege and must be granted by another repository owner or superuser using Documentum TaskSpace or Documentum Webtop. The Documentum Webtop User Guide and the Documentum TaskSpace Configuration Guide provide more details on extending user privileges. Enabling monitoring of structured data types You must specify the activities in which you want to record process data to BAM. It is not necessary (or desirable) to do this for every activity. Select the SDT attributes to include in reporting from each activity. Use the Add Structured Data Type Wizard to create structured data types. To record a data attribute in the BAM database, select the Reportable checkbox in the wizard. Make sure to update the data type definitions with BAM by selecting Update BAM Database tables based on this SDT definition. This procedure creates the tables in the BAM database, which are used to report on business data. Examples of such reports include total weekly revenue per branch office, average duration of claim resolution by type, and number of new grants applications by state. Selecting packages for reporting Report data can come from packages as well as from SDTs. Select the packages to include in reporting at the process level or in the individual activity. To enable Process Builder to publish reporting data to the BAM database for the package, select This package can be used to generate reports in the Process Properties dialog box or in the Data tab of the Activity Inspector. When you do this, all the custom attributes of the object are available to the BAM database. Unlike the case with SDTs, you cannot select individual attributes for reporting. You must specify the activities in which you want to record process data to BAM. It is not necessary (or desirable) to do this for every activity. Select the packages to include in reporting from each activity. Selecting process variables for reporting You must specify the activities in which you want to record process data to BAM. It is not necessary (or desirable) to do this for every activity. Select the variables to include in reporting from each activity. 58 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
Designing the Process Process variables can be simple types (Boolean or string) or can be structured data types that were selected for reporting when they were created. To expose this variable and use it to generate reports, select the This variable can be used to generate reports checkbox in the Data tab of the activity. Synchronizing with the BAM database If you change the process data in a process, there is the danger that these changes are not reflected in the BAM database structure. Ensure that any changes to the business data that you are monitoring have been updated in the BAM database. The Update BAM Data Definitions page enables you to update selected process data from Process Builder with the existing reporting data in the BAM database. This ensures that there is consistency between the structure of the data in Process Builder and the structure in BAM. This option updates the BAM process data with the process data that you select in the Update BAM Data Definitions page. Select Tools > Update BAM Data Definitions to use the Update BAM Data Definitions page. Reporting on data in an external database to BAM BAM reports on information in processes automated by the Process Engine. A common question is how to report on data that is contained in an external database. The best way to do this is to create a small process that makes this data available to BAM. You can configure a Database Read activity to retrieve data from the database outside of Documentum and then mark the data elements for reporting. This creates a simple process with one automatic activity that retrieves the specified data and sends reporting information to BAM. Note: Because Process Builder does not support a process with a single activity, you must add one more dummy activity to the process. That activity is an automated activity in which the method is dm_noop_auto_method. Process design and performance This section describes some practices that could improve performance. Choose one automatic performer To improve the performance of automatic activities in your process, make one user (or a small set of users) the performer of all the automatic activities. For example, if you define a user, such as auto_executor, and make that user the performer of all the automatic activities, the runtime execution of these automatic activities increases considerably. For security reasons, only a superuser can select a specific user as a performer for an automatic activity in Process Builder. EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide 59
- Page 8 and 9: Preface 8 EMC Documentum xCelerated
- Page 10 and 11: Overview • Provides security and
- Page 12 and 13: Overview 12 EMC Documentum xCelerat
- Page 14 and 15: Product Overview Documentum ECM pla
- Page 16 and 17: Product Overview Process automation
- Page 18 and 19: Planning and Designing the Applicat
- Page 20 and 21: Planning and Designing the Applicat
- Page 22 and 23: Planning and Designing the Applicat
- Page 24 and 25: Planning and Designing the Applicat
- Page 26 and 27: Planning and Designing the Applicat
- Page 28 and 29: Planning and Designing the Applicat
- Page 30 and 31: Creating the Data Model submitter_a
- Page 32 and 33: Creating the Data Model should occu
- Page 34 and 35: Designing the Process Defining acti
- Page 36 and 37: Designing the Process The transitio
- Page 38 and 39: Designing the Process 2. Add a seco
- Page 40 and 41: Designing the Process The end resul
- Page 42 and 43: Designing the Process To copy all v
- Page 44 and 45: Designing the Process because the i
- Page 46 and 47: Designing the Process 3. On the Tim
- Page 48 and 49: Designing the Process 48 EMC Docume
- Page 50 and 51: Designing the Process Inter-process
- Page 52 and 53: Designing the Process In the HTTP I
- Page 54 and 55: Designing the Process For the child
- Page 56 and 57: Designing the Process at or right a
- Page 60 and 61: Designing the Process Performance a
- Page 62 and 63: Designing the Process 62 EMC Docume
- Page 64 and 65: Creating the User Interface mind th
- Page 66 and 67: Creating the User Interface Figure
- Page 68 and 69: Creating the User Interface 4. Sele
- Page 70 and 71: Creating the User Interface Figure
- Page 72 and 73: Creating the User Interface Figure
- Page 74 and 75: Creating the User Interface Figure
- Page 76 and 77: Creating the User Interface Adaptor
- Page 78 and 79: Creating the User Interface Figure
- Page 80 and 81: Creating the User Interface 5. Spec
- Page 82 and 83: Creating the User Interface 1. Open
- Page 84 and 85: Creating the User Interface 11. In
- Page 86 and 87: Creating the User Interface Working
- Page 88 and 89: Creating the User Interface 88 EMC
- Page 90 and 91: Monitoring Business Activity • pu
- Page 92 and 93: Monitoring Business Activity (PRS).
- Page 94 and 95: Monitoring Business Activity • Us
- Page 96 and 97: Performance and Scalability System
- Page 98 and 99: Performance and Scalability Factors
- Page 100 and 101: Performance and Scalability Skill-s
- Page 102 and 103: Performance and Scalability
- Page 104 and 105: Performance and Scalability If regi
- Page 106 and 107: Performance and Scalability 106 EMC
<strong>Designing</strong> the Process<br />
Enabling reporting for BAM<br />
In Process Builder you specify the process execution data to be recorded in BAM, so that report<br />
designers can create BAM reports based on this data.<br />
Activating the Audit Trail<br />
You must activate the audit trail for each process that you want BAM to monitor. Activating the audit<br />
trail enables the BAM server to extract the reporting data and insert it into the BAM database.<br />
In the Process Template Properties dialog box, select the General tab. In the Audit Trail Settings<br />
group box, select the On option.<br />
When auditing is on, audit trail information is saved for each workflow instance created from this<br />
template.<br />
Note: To change audit trail settings, you must have CONFIG_AUDIT privileges. CONFIG_AUDIT<br />
is an extended user privilege and must be granted by another repository owner or superuser using<br />
Documentum TaskSpace or Documentum Webtop. The Documentum Webtop User Guide and the<br />
Documentum TaskSpace Configuration Guide provide more details on extending user privileges.<br />
Enabling monitoring of structured data types<br />
You must specify the activities in which you want to record process data to BAM. It is not necessary<br />
(or desirable) to do this for every activity. Select the SDT attributes to include in reporting from<br />
each activity.<br />
Use the Add Structured Data Type Wizard to create structured data types. To record a data attribute in<br />
the BAM database, select the Reportable checkbox in the wizard. Make sure to update the data type<br />
definitions with BAM by selecting Update BAM Database tables based on this SDT definition.<br />
This procedure creates the tables in the BAM database, which are used to report on business data.<br />
Examples of such reports include total weekly revenue per branch office, average duration of claim<br />
resolution by type, and number of new grants applications by state.<br />
Selecting packages for reporting<br />
Report data can come from packages as well as from SDTs. Select the packages to include in reporting<br />
at the process level or in the individual activity. To enable Process Builder to publish reporting data<br />
to the BAM database for the package, select This package can be used to generate reports in the<br />
Process Properties dialog box or in the Data tab of the Activity Inspector. When you do this, all the<br />
custom attributes of the object are available to the BAM database. Unlike the case with SDTs, you<br />
cannot select individual attributes for reporting.<br />
You must specify the activities in which you want to record process data to BAM. It is not necessary (or<br />
desirable) to do this for every activity. Select the packages to include in reporting from each activity.<br />
Selecting process variables for reporting<br />
You must specify the activities in which you want to record process data to BAM. It is not necessary (or<br />
desirable) to do this for every activity. Select the variables to include in reporting from each activity.<br />
58 <strong>EMC</strong> Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide