TIBCO ActiveMatrix BPM Spotfire Visualizations

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1 TIBCO ActiveMatrix BPM Spotfire Visualizations Software Release 3.0 May 2014 Two-Second Advantage

2 2 Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE LICENSE FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright laws and treaties. No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc. TIBCO, Two-Second Advantage, TIBCO Spotfire, TIBCO Enterprise Runtime for R, TIBCO Spotfire Server, TIBCO Spotfire Web Player, TIBCO Spotfire Statistics Services, S-PLUS, TIBCO Enterprise Message Service, TIBCO Hawk, and TIBCO Spotfire S+ are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/or other countries. All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE README FILE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES. Copyright TIBCO Software Inc. ALL RIGHTS RESERVED. TIBCO Software Inc. Confidential Information

3 3 Contents TIBCO Documentation and Support Services...4 BPM Spotfire Visualizations...5 BPM Spotfire Visualizations and Event Collector... 5 BPM Spotfire Analysis File Versus BPM Information Library... 5 Pre-requisites for Using BPM Spotfire Template Visualizations...6 Opening the BPM Spotfire Analysis File...6 Replacing Data in the BPM Spotfire Analysis File... 7 Displaying Work Item Facade Display Labels in BPM Spotfire Visualizations BPM Spotfire Information Library Import Importing BPM Spotfire Information Library with Default BPM Database Schema Name Importing BPM Spotfire Information Library with Non-default BPM Database Schema Name...13 BPM Spotfire Operational Visualizations BPM Spotfire Performance Visualizations...15

4 4 TIBCO Documentation and Support Services All TIBCO documentation is available in the TIBCO Documentation Library, which can be found here: How to Contact TIBCO Support For comments or problems with this manual or the software it addresses, contact TIBCO Support as follows: For an overview of TIBCO Support, and information about getting started with TIBCO Support, visit this site: If you already have a valid maintenance or support contract, visit this site: Entry to this site requires a user name and password. If you do not have a user name, you can request one. How to Join TIBCOmmunity TIBCOmmunity is an online destination for TIBCO customers, partners, and resident experts. It is a place to share and access the collective experience of the TIBCO community. TIBCOmmunity offers forums, blogs, and access to a variety of resources. To register, go to:

5 5 BPM Spotfire Visualizations TIBCO Spotfire enables you to take data from the BPM database and create visualizations, for example, bar charts and scatter plots, based on the data. This enables you to quickly and easily identify trends, patterns and relationships in your data. You can use, either the BPM Spotfire Analysis file or, the BPM Spotfire Information Library to access template Spotfire visualizations that have been created based on data from TIBCO ActiveMatrix BPM. BPM Spotfire Visualizations and Event Collector The BPM Spotfire template visualizations use the Event Collector tables of the BPM database schema. The Event Collector is a component of TIBCO ActiveMatrix BPM. It collects and correlates data on business process events. The two tables that are used by the BPM Spotfire Template visualizations are: ec_wi_status table ec_pe_status table In the BPM Spotfire Templates, these tables are called something different. The ec_wi_status table is called WI_STATUS_IL. The ec_pe_status table is called PE_STATUS_IL. For more information about the data contained in these tables, see TIBCO ActiveMatrix BPM Event Collector Schema Reference. BPM Spotfire Analysis File Versus BPM Information Library You can use, either the BPM Spotfire analysis file or, the BPM Spotfire Information Library to access the BPM Spotfire template visualizations. Both the BPM Spotfire Analysis file and BPM Spotfire Library contain the analysis material, information links, and data sources, for the BPM template visualizations. The difference between them is that the BPM Analysis file uses embedded data and the BPM Spotfire Information Library is directly connected to the BPM database. This means that, when using the information library, you are always using the latest data in the BPM database. When using the BPM Analysis file, you must manually replace the data in the BPM template visualizations. The BPM Spotfire Information Library also contains a folder structure where you can set permissions at folder level. The following table describes the advantages and disadvantages of each. BPM Spotfire analysis file Advantages Available for all supported BPM databases. Disadvantages Replacing the data in the BPM visualizations involves replacing SQL statements in the database tables so that the data in the BPM Spotfire analysis file. See Replacing Data in the BPM Spotfire Analysis File.

6 6 BPM Spotfire Information Library Advantages As the BPM Information Spotfire Library is always connected to the BPM database, you are always using the latest data from the BPM database. Disadvantages Only available for BPM databases using Microsoft SQL Server. To connect to your BPM database, either: your BPM database schema name must have the same name as the default BPM database. In other words, bpm, or if your BPM database name is not bpm, you must have access to TIBCO Spotfire Automated Services so that you can change the database schema name in the BPM Spotfire Library to match your BPM database schema name. See Importing BPM Spotfire Information Library with Non-default BPM Database Schema Name. Pre-requisites for Using BPM Spotfire Template Visualizations Before using the BPM Spotfire analysis file or BPM Spotfire Information Library, you must install the correct software. You must have: installed: TIBCO Spotfire Professional TIBCO Spotfire Server TIBCO Spotfire Automation Services (only applies if you want to use the BPM Spotfire Information Library). See Importing BPM Spotfire Information Library with Non-default BPM Database Schema Name for more information. You can download the latest versions from the TIBCO download site. created some user accounts on your TIBCO Spotfire Server. See the TIBCO Spotfire Deployment and Administration Guide for more information. Opening the BPM Spotfire Analysis File To load the template visualizations from the BPM Spotfire Analysis file, you must open the file in TIBCO Spotfire. Procedure 1. Copy spotfire.zip from the location where you installed TIBCO ActiveMatrix BPM (for example, C:\Program Files (x86)\tibco\amx-bpm\bpm\n.n\samples where n.n is the version number of the BPM runtime you installed) and extract the TIBCO AMXBPM Template EMBEDDED.dxp file that it contains. 2. Depending on the type of database you are using for your BPM database, configure the machine where TIBCO Spotfire is installed to connect to your BPM database. The following table describes this:

7 7 Database DB2 Oracle Description You must install an IBM DB2 ODBC Driver. You must: install an Oracle 11g Release 2 Client. configure a service name in Oracle Net Manager. Refer to your Oracle documentation for information on how to do this. SQL Server No extra configuration is required. 3. To open the BPM Spotfire analysis file, do the following: a) Login to your TIBCO Spotfire Client. b) Click File > Open. The Open File dialog displays. c) Browse to the location of your BPM Spotfire Analysis File. For example, c:\temp\ d) Select the TIBCO AMXBPM Template EMBEDDED.dxp file and click Open. The BPM Spotfire template visualizations display. Replacing Data in the BPM Spotfire Analysis File You can replace the embedded data in the BPM visualizations in the BPM Spotfire analysis file with new data from the BPM database. This enables you to update the visualizations with current data. You can only update one table at a time so you need to repeat these steps for each table you want to update. The new data must be structured in the same way as the tables in the existing visualization. (Only applies if you are using DB2) The ec_wi_status table contains columns of type clob. However, the DB2 ODBC Driver does not support clobs. Therefore, you must set the following CLI Parameter values on the Advanced Settings tab of the DB2 CLI/ODBC Driver Settings dialog to replace data in the ec_wi_status table: LongDataCompat=1 LOBMaxColumnSize= Procedure 1. From your TIBCO Spotfire Client, open the TIBCO AMX BPM Template EMBEDDED.dxp file.

8 8 2. Click File > Replace Data Table.... The Replace Data Table - Select Data Table dialog is displayed. Select either: WI STATUS IL to replace work item data PE STATUS IL to replace process instance data 3. From the Replace with: section, select New data table and click OK. 4. The Replace Data - Select Source dialog is displayed. Select Database and click Browse. 5. The Open Database dialog is displayed. If you are using: DB2, select ODBC Data Provider Oracle, select OracleClient Data Provider SQL Server, select SQLClient Data Provider 6. Click Configure. If you are using SQL Server, you may want to consider configuring an ODBC data source to connect to your BPM database. The advantage of using an ODBC Data Provider rather than a SQLClient Data Provider is that you do not have to replace the SQL statements as described in the following steps. 7. The Configure Data Source Connection dialog is displayed. For DB2: Select System or user data source. From the drop-down list, select your IBM DB2 data source. In the Username and Password boxes, enter the username and password of the account you want to use to connect to the BPM database. For Oracle: In the Oracle Server Name box, type the Oracle Server Name. (This is the Oracle SID). In the Username and Password boxes, enter the username and password of the account you want to use to connect to the BPM database. For SQL Server: In the SQL Server Name box, type the SQL Server Name. (This is the machine name or IP address of the machine hosting the SQL Server Database). Click Use SQL Server Authentication. In the Username and Password boxes, enter the username and password of the account you want to use to connect to the BPM database. Click Select or enter database name and enter the name of your BPM database, for example bpm. 8. Click OK. The Open Database dialog is displayed again.

9 9 9. Click OK. The Specify Tables and Columns dialog is displayed. If you are using: SQL Server, expand amxbpm DB2 or Oracle, expand the database username (by default, BPMUSER) Select: the ec_pe_status table if you are replacing the data in one of the visualizations on the Completed or Active Processes tabs (the Process Instances Data table). the ec_wi_status table if you are replacing the data in one of the visualizations on the Completed or Active Work tabs (the Work Items Data table). If you are using SQL Server, go to step 9. If you are using DB2 or Oracle, go to step (SQL Server only) If you are replacing Work Item Data, then select ec_wi_status and add the lines in red to the SQL Statement so that it matches the one below: SELECT [amxbpm].[ec_wi_status].[work_item_id], [amxbpm].[ec_wi_status].[process_instance], [amxbpm].[ec_wi_status].[process_name], [amxbpm].[ec_wi_status].[proc_tpl_pk], [amxbpm].[ec_wi_status].[activity_name], [amxbpm].[ec_wi_status].[activity_ins_id], [amxbpm].[ec_wi_status].[org_ent_guids], [amxbpm].[ec_wi_status].[org_ent_names], [amxbpm].[ec_wi_status].[org_ent_types], [amxbpm].[ec_wi_status].[org_ent_vers], [amxbpm].[ec_wi_status].[user_id], [amxbpm].[ec_wi_status].[user_guid], [amxbpm].[ec_wi_status].[comp_user_id], [amxbpm].[ec_wi_status].[comp_user_guid], [amxbpm].[ec_wi_status].[schedule_start], [amxbpm].[ec_wi_status].[schedule_end], [amxbpm].[ec_wi_status].[first_offer_time], [amxbpm].[ec_wi_status].[first_open_time], [amxbpm].[ec_wi_status].[last_open_time], [amxbpm].[ec_wi_status].[completion_time], [amxbpm].[ec_wi_status].[active_dur], [amxbpm].[ec_wi_status].[wait_dur], [amxbpm].[ec_wi_status].[action_dur], [amxbpm].[ec_wi_status].[work_time_dur], [amxbpm].[ec_wi_status].[status], [amxbpm].[ec_wi_status].[status_changed], [amxbpm].[ec_wi_status].[priority], [amxbpm].[ec_wi_status].[attribute1], [amxbpm].[ec_wi_status].[attribute2], [amxbpm].[ec_wi_status].[attribute3], [amxbpm].[ec_wi_status].[attribute4], [amxbpm].[ec_wi_status].[attribute5], [amxbpm].[ec_wi_status].[attribute6], [amxbpm].[ec_wi_status].[attribute7], [amxbpm].[ec_wi_status].[attribute8], [amxbpm].[ec_wi_status].[attribute9], [amxbpm].[ec_wi_status].[attribute10], [amxbpm].[ec_wi_status].[attribute11], [amxbpm].[ec_wi_status].[attribute12], [amxbpm].[ec_wi_status].[attribute13], [amxbpm].[ec_wi_status].[attribute14] FROM [amxbpm].[ec_wi_status]

10 (SQL Server only) If you are replacing Process Instance Data, then select ec_pe_status and add the lines in red to the SQL Statement so that it matches the one below: SELECT [amxbpm].[ec_pe_status].[process_instance], [amxbpm].[ec_pe_status].[process_template], [amxbpm].[ec_pe_status].[version], [amxbpm].[ec_pe_status].[priority], [amxbpm].[ec_pe_status].[module_name], [amxbpm].[ec_pe_status].[user_id], [amxbpm].[ec_pe_status].[user_guid], [amxbpm].[ec_pe_status].[status], [amxbpm].[ec_pe_status].[status_changed], [amxbpm].[ec_pe_status].[cur_activity], [amxbpm].[ec_pe_status].[cur_activity_start], [amxbpm].[ec_pe_status].[start_time], [amxbpm].[ec_pe_status].[end_time], [amxbpm].[ec_pe_status].[exec_millis], [amxbpm].[ec_pe_status].[proc_tpl_pk] FROM [amxbpm].[ec_pe_status] 12. Enter a name for the Data Source Name. 13. Click OK. 14. You must now add a Transformation to transform any currency values to the correct type. Click Show transformations. The transformations part of the dialog displays. From the Transformations drop-down list, select Change data types. Click Add. The Change Data Types dialog displays. The Change Data Types dialog displays the columns that make up the table. The next steps depend on the database you are using and the data you are replacing. For Oracle/MSSQL: (this only applies if you are replacing data in the ec_wi_status table) Select ATTRIBUTE5 in the Available columns. From the New data type drop-down list, select Real. In the Preview pane, you will see that the data type for the ATTRIBUTE5 column has changed to Real. (this applies if you are replacing data in either the ec_wi_status table or ec_pe_status table) Select the first column in the list of Available Columns that has a data type of Currency. From the New data type drop-down list, select Long Integer. In the preview pane, you will see that the data type for the column you selected has changed to Long Integer. Repeat this step for all columns with a data type of Currency. For DB2: (this only applies if you are replacing data in the ec_wi_status table) Select ATTRIBUTE5 in the Available columns. From the New data type drop-down list, select Real. In the Preview pane, you will see that the data type for the ATTRIBUTE5 column has changed to Real. 15. Click OK and then OK again to close the Replace Data Table - Select Source dialog. 16. Open the visualizations to check that the data has been updated. You can only update one table at a time so you need to repeat these steps each time you want to update a table with new data.

11 Click File > Save As to save your updated table to a new.dxp file. You could save the new.dxp file to a shared location so that all teams can have access to the new updated template. 18. The Save dialog is displayed. Click Override these settings and embed all data. Click OK to close the dialog. 19. The Save Document As dialog is displayed. Browse to the location where you want to save your new.dxp file. In the File name: box, type in the name of your new.dxp file and click OK to close the dialog. Displaying Work Item Facade Display Labels in BPM Spotfire Visualizations When defining your BPM process in TIBCO Business Studio, you can specify display labels for your work item attributes. You can configure your BPM Spotfire visualizations to show the display labels for your work item attributes rather than their default names (attribute1, attribute 2 and so on). Procedure 1. Open your BPM Spotfire visualizations in TIBCO Spotfire. 2. Click Edit > Column Properties. 3. From the Data Table drop-down list, select WI STATUS IL. 4. Select the work item column whose name you want to change. 5. Click the General tab. 6. In the Name box, enter the new name. 7. Click Apply. 8. Click OK. When you go back to the visualization, the new column name displays. BPM Spotfire Information Library Import To load the data from the BPM Spotfire Information Library, you must import it into TIBCO Spotfire. The steps to follow to import the BPM Spotfire Information Library are different depending on whether or not your BPM database schema name has the same name as the default BPM database. In other words, if you accepted the default BPM database name when you installed TIBCO ActiveMatrix BPM. By default, the BPM database name is bpm. See Importing BPM Spotfire Information Library with Default BPM Database Schema Name. If your BPM database name is different from the default BPM database name then you must use TIBCO Automated Services to change the BPM database schema name in the BPM Spotfire Information Library. See Importing BPM Spotfire Information Library with Non-default BPM Database Schema Name. Importing BPM Spotfire Information Library with Default BPM Database Schema Name Procedure 1. Copy spotfire.zip from the location where you installed TIBCO ActiveMatrix BPM (for example, C:\Program Files (x86)\tibco\amx-bpm\bpm\n.n\samples where n.n is the version number of the BPM runtime you installed) to a temporary location. 2. Extract spotfire.zip and copy AMXBPM.MSSQL.part0.zip to the Library directory where your TIBCO Spotfire Server is located. For example, c:\tibco\tss\5.0.0\tomcat\application-data \library.

12 12 3. If you have not already, log in to your TIBCO Spotfire Client. 4. Click Tools > Library Administration. The Library Administration dialog displays. 5. Click Import. The Import dialog displays. 6. Click Browse. The Select File to Import dialog displays. 7. Select AMXBPM.MSSQL.part0.zip. 8. Click OK twice to import the BPM Spotfire Information Library. The Select Destination Folder dialog displays. If the BPM Spotfire Information Library is not shown in the Select File to Import dialog, check that the library has been copied to the Library directory where your TIBCO Spotfire Server is located. For example, c:\tibco\tss\5.0.0\tomcat\application-data \library. 9. Either select a folder to import the BPM Spotfire Information Library into, or create a new one. 10. Select the folder and click OK. The Library Import dialog displays showing the status of the import. 11. Once the import is completed, click Close to close the Library Import dialog. 12. Click Close to close the Library Administration dialog. 13. Click Tools > Information Designer. The Information Designer dialog displays. 14. Browse to the BPM Spotfire Information Library. For example, AMXBPM. 15. Select AMXBPM > DATA SOURCE > AMXBPM Data Source. 16. Right-click AMXBPM Data Source and select Edit. The Data Source dialog displays. 17. Configure the data source as follows: From the Connection URL box, modify the URL to point to the machine where your BPM database is installed. If required, amend the BPM database schema name to match your BPM database schema name. In the Username and Password boxes, type the username and password for your BPM database. Select User Authentication. 18. Click Save. 19. Click Close to close the Information Designer dialog. 20. To open the library, click File > Open From > Library... The Open from library dialog displays. 21. Browse to the BPM Spotfire Information Library templates (for example library\amxbpm \Templates\BPMSpotfireInformationLibrary and click Open. When you first open the BPM Spotfire analysis file or information library, the Welcome page is displayed. 22. To view a visualization, either: From Quick Links, click the page you require. Click the corresponding tab of the page you require.

13 13 Importing BPM Spotfire Information Library with Non-default BPM Database Schema Name If your BPM database schema name is not the same as the default BPM database schema name (in other words, is something other than bpm) then you must use TIBCO Spotfire Automated Services to change the BPM database schema name in the BPM Spotfire Information Library. If you do not have access to TIBCO Spotfire Automated Services, you can still use the BPM Spotfire Information Library as a guide when creating your own information library. To do this, you must import the BPM Spotfire Information Library and then use TIBCO Spotfire Automated Services to amend the data source in the information library so that it matches your BPM database information. Procedure 1. Copy the AMXBPM.MSSQL.part0.zip file from the location where you installed TIBCO ActiveMatrix BPM (for example, C:\Program Files (x86)\tibco\amx-bpm\bpm\n.n\samples where n.n is the version number of the BPM runtime you installed) to the Library directory where your TIBCO Spotfire Server is located. For example, c:\tibco\tss\5.0.0\tomcat\application-data \library. 2. Select Tools > Automation Services Job Builder. The Automation Services Job Builder dialog displays. 3. Select Add > Remap Information Services Catalogs And Schemas. The Automation Services Job Builder - untitled dialog displays. 4. In the Original export file: box, type the location of your BPM Spotfire Information Library, for example, c:\tibco\tss\5.0.0\tomcat\application-data\library\amxbpm.mssql.part0.zip. 5. In the Remapped export file, type the location of the new BPM Spotfire Library that you want to create. 6. Click Add. The New Remapping dialog displays. 7. From the Type drop-down list, select Catalog. 8. In the From box, type bpm. This is the BPM database schema name that the BPM Spotfire Information library is currently using.

14 14 9. In the To box, type the name of your BPM database schema and click OK to close the dialog. The Automation Services Job Builder dialog should look similar to the one below. 10. From the Automation Services Job Builder - untitled dialog, click Tools > Execute locally. The job is executed. Close the Automation Services Job Builder dialog. You can save the job if you want to. 11. From Spotfire, click Tools > Library Administration. The Library Administration dialog displays. 12. Click Import. The Import dialog displays. 13. Click Browse. The Select File to Import dialog displays. 14. he Select File to Import dialog displays. 15. Select AMXBPM.MSSQL.part0.zip. 16. Click OK twice to import the BPM Spotfire Information Library. The Select Destination Folder dialog displays. If the BPM Spotfire Information Library is not shown in the Select File to Import dialog, check that the library has been copied to the Library directory where your TIBCO Spotfire Server is located. For example, c:\tibco\tss\5.0.0\tomcat\application-data \library 17. Either select a folder to import the BPM Spotfire Information Library into, or create a new one. 18. Select the folder and click OK. The Library Import dialog displays showing the status of the import. 19. Once the import is completed, click Close to close the Library Import dialog. 20. Click Close to close the Library Administration dialog.

15 Click Tools > Information Designer. The Information Designer dialog displays. 22. Browse to the BPM Spotfire Information Library. For example, AMXBPM. 23. Select AMXBPM > DATA SOURCE > AMX BPM Data Source. 24. Right-click AMX BPM Data Source and select Edit. The Data Source dialog displays. 25. Configure the data source as follows: From the Connection URL box, modify the URL to point to the machine where your BPM database is installed. If required, amend the BPM database schema name to match your BPM database schema name. In the Username and Password boxes, type the username and password for your BPM database. Select User Authentication. 26. Click Save. 27. To open the library, click File > Open From > Library... The Open from library dialog displays. 28. Browse to the BPM Spotfire Information Library templates (for example library\amxbpm \Templates\BPMSpotfireInformationLibrary and click Open. When you first open the BPM Spotfire analysis file or information library, the Welcome page is displayed. 29. To view a visualization, either: From Quick Links, click the page you require. Click the corresponding tab of the page you require. BPM Spotfire Operational Visualizations The BPM Spotfire template visualizations illustrate a typical use case scenario for a bank. Typically, a bank wants information about its current operations. For example, what work is there to do and how do they prioritize and organize resources for that work. There are two visualizations you can use to analyze operations. Operational Monitoring This visualization allows you to select a process, a task within that process, and its priority and then view how long it has been outstanding, whether there are any approaching SLAs (service level agreements), and what resources are working on it. Operational Summary This visualization displays a summary of all tasks from all processes. It shows the outstanding tasks, their average duration and their first SLA. BPM Spotfire Performance Visualizations The BPM Spotfire template visualizations illustrate a typical use case scenario for a bank. Typically, a bank wants information about ts performance over time. For example, how do their processes perform end to end and how much time is spent on each task. This, in turn, helps the bank to address issues such as what activities are taking the most time and how can that time be shortened.

16 16 There are three visualizations that you can use to analyze performance. Performance Tasks This template allows you to select a task and then displays: a summary of its duration. a summary of its execution by resource and priority. Performance Resources This template allows you to select one or more resources and a time period. It then displays what tasks those resources have been working on and the duration of those tasks. Process Analysis This template allows you to select a process. It then displays how many process instances there have been for that process and their duration.

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