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
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<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
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