Getting Started with QPR ProcessAnalyzer: Difference between revisions

Latest revision as of 08:33, 14 August 2024

Getting started

Here you can find the 4 minute instruction video for how to find your way around QPR ProcessAnalyzer when logging in for the first time. To start familiarizing yourself with QPR ProcessAnalyzer it is recommended to have a look at the pre-made dashboards created by the QPR staff for pre-existing applications, eg. Purchase-to-Pay (PtP). Feel free to experiment with different filters and discover insights hidden in the data. The basics of filtering in QPR ProcessAnalyzer are explained in the first 5 minutes of the video linked below. To support your learning journey we have made the following resources publicly available for self-study.

Process Discovery

Flowchart

Chart

Filtering

Instruction video for filtering
- Creating filters
- Saving filters
- Chart specific filters
Using Filters

Chart settings

Introduction video to chart settings
- Presets
- General settings
- Measure settings
- Dimension settings
- Duplicating charts
QPR ProcessAnalyzer Chart

Designing Dashboards

Introduction video to dashboard creation
- Creating dashboards
- Dashboard management views
- Dashboard duplication
- How to use dashboard links
QPR ProcessAnalyzer Dashboard Designer

Conformance Analysis

Model Creation

Logging in

Open your web browser. (Google Chrome, Mozilla Firefox and Microsoft Edge can be used.)
Go to https://[yourdomain].onqpr.com/ (or when using the multitenant environment: https://processanalyzer.onqpr.com/).
Log in using the credentials QPR Software contact person has provided to you in your email.

More information about login.

Navigating in QPR ProcessAnalyzer

After a successful log-in you are presented with the following options:

You can navigate in QPR ProcessAnalyzer by either clicking the respective elements on the frontpage or by clicking on the navigation menu on the top left. When choosing the navigation menu you will see the following elements:

Navigation menu drop-down.
Existing dashboards within the active project.
QPR ProcessAnalyzer elements.
Projects and Models.
Link to Workspace.

Changing your password

To change your password do the following:

Login to QPR ProcessAnalyzer.
Open the Main menu (on top left) and click User Settings.
In the opening dialog, click Change Password.
Enter your current password.
Enter your new password.
Confirm your new password.
Click Change Password.

@@ Line 1: / Line 1: @@
-== Logging in ==
-. Open your web browser (Google Chrome and Mozilla Firefox are the preferred options)
-. Go to https://[yourdomain].onqpr.com/ or https://processanalyzer.onqpr.com/
-. Log in using the credentials QPR has provided to you in your e-mail.
-== Navigating in QPR ProcessAnalyzer ==
-[[File:QPRPAfrontpage.png|600px|right|QPR ProcessAnalyzer frontpage]]After a successful log-in you are presented with the following options:
-*Process Discovery
-*[[Conformance Analysis|Conformance Checking]]
-*[[Clustering Analysis]]
-*[[Enhanced BPMN]]
-*[[Importing_Data_to_QPR_ProcessAnalyzer|Data Import]]
-*[[QPR ProcessAnalyzer Features Overview#Model_Manager|Model Manager]]
-*[[QPR ProcessAnalyzer Project Workspace|Project Workspace]]
-[[File:QPRPAnavigationmenu.png|200px|right|QPR ProcessAnalyzer navigation menu]]You can navigate in QPR ProcessAnalyzer by either clicking the respective elements on the frontpage or by clicking on the navigation menu on the top left. When choosing the navigation menu you will see the following elements:
-. Navigation menu drop-down
-. Existing dashboards within the active project
-. QPR ProcessAnalyzer elements
-. Projects and Models
-. Link to Workspace
 == Getting started ==
-If you are new to QPR ProcessAnalyzer, the easiest way to get started is by having a look at the pre-made dashboards created by the QPR staff for pre-existing applications, eg. Purchase-to-Pay (PtP). You can find your project specific dashboards by clicking "Home" on the top-left corner. This will display a drop-down menu with a list of pre-made dashboards you can choose from. To support your further learning you can use the following resources to learn about the main themes of using the QPR ProcessAnalyzer.
+[https://www.youtube.com/watch?v=0G0bRh8P8yI Here you can find the 4 minute instruction video for how to find your way around QPR ProcessAnalyzer when logging in for the first time]. To start familiarizing yourself with QPR ProcessAnalyzer it is recommended to have a look at the pre-made dashboards created by the QPR staff for pre-existing applications, eg. Purchase-to-Pay (PtP). Feel free to experiment with different filters and discover insights hidden in the data. The basics of filtering in QPR ProcessAnalyzer are explained in the first 5 minutes of the video linked below. To support your learning journey we have made the following resources publicly available for self-study.
 <div style="display: flex;flex-wrap: wrap;">
 <div style="flex: 1 0 270px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
@@ Line 40: / Line 6: @@
 ==== Flowchart ====
 *[https://www.youtube.com/watch?v=lIid7z0qYdw Instruction video for using the Flowchart]
-*[[Flowchart_Analysis|Process Flowchart]]
+*[[Process_Flowchart|Flowchart Analysis]]
 ==== Chart ====
-*[[Chart_Basics#Default_analysis_elements_in_Process_Discovery|Tabs]]
+*[[Chart_Basics#Default_analysis_elements_in_Process_Discovery|Process Discovery Chart tabs]]
 *[[Chart_Basics#Using_presets|Presets]]
 </div>
@@ Line 48: / Line 14: @@
 === Filtering ===
 *[https://www.youtube.com/watch?v=gf81AKwC9eI Instruction video for filtering]
+**Creating filters
+**Saving filters
+**Chart specific filters
 *[[Filtering_in_QPR_ProcessAnalyzer|Using Filters]]
 </div>
 <div style="flex: 1 0 270px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 === Chart settings ===
+*[https://www.youtube.com/watch?v=zbQVZ1gtGGM Introduction video to chart settings]
+**Presets
+**General settings
+**Measure settings
+**Dimension settings
+**Duplicating charts
 *[[QPR ProcessAnalyzer Chart]]
 </div>
 <div style="flex: 1 0 270px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 === Designing Dashboards ===
+*[https://www.youtube.com/watch?v=KovhqaVv5to Introduction video to dashboard creation]
+**Creating dashboards
+**Dashboard management views
+**Dashboard duplication
+**How to use dashboard links
 *[[QPR ProcessAnalyzer Dashboard Designer]]
 </div>
 <div style="flex: 1 0 270px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 === Conformance Analysis ===
 *[https://www.youtube.com/watch?v=g304TNwtGlc Instruction video for Conformance Analysis]
@@ Line 64: / Line 47: @@
 *[[Conformance Analysis]]
 </div>
-</div>
-<div style="display: flex;flex-wrap: wrap;">
 <div style="flex: 1 0 270px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 === Model Creation ===
-In order to create functioning data models for Process Mining the minimum requirement is that you have an event log which contains the following information:
+*[https://www.youtube.com/watch?v=HJ6e_LeiZO0 Instruction video to Data Import]
-*Case ID - An unique identifier which connects the series of events together, eg. Purchase Order number, invoice number etc.
+*[https://docs.microsoft.com/en-us/dotnet/standard/base-types/custom-date-and-time-format-strings Custom date and time format strings]
-*Event name - The name of different process steps, eg. Delivery: Goods Issue, Invoice Receipt, SO Item Created etc.
+*[[Model Creation in QPR ProcessAnalyzer]]
-*Timestamp - A registered time of the occurrence of an event
-*Attributes - Any additional information attached to a Case ID, eg. Company Code, Customer information, Order status information etc. Attributes are not mandatory for creating functioning models but the more attributes there are in the model the higher quality analysis can be done.
-Based on this information QPR ProcessAnalyzer creates a flowchart which with combination of other available tools lays the foundation for the start of Process Mining. Most common ways of creating models in QPR ProcessAnalyzer are [[Importing_Data_to_QPR_ProcessAnalyzer|using the webUI to import data]] and more advanced techniques such as SQL [[QPR_ProcessAnalyzer_Model_Datasources|to import data directly from various data sources]].
 </div>
 </div>
-==Changing your password==
-[[File:passwordchange.png|200px|right|Changing your password]]
-To change your password do the following:
-. Click '''Home'''
+== Logging in ==
+# Open your web browser. (Google Chrome, Mozilla Firefox and Microsoft Edge can be used.)
+# Go to https://[yourdomain].onqpr.com/ (or when using the multitenant environment: https://processanalyzer.onqpr.com/).
+# Log in using the credentials QPR Software contact person has provided to you in your email.
-. Scroll down and choose '''User Account'''
+More information about [[Log_in_QPR_ProcessAnalyzer|login]].
-. Enter your current password
+== Navigating in QPR ProcessAnalyzer ==
+[[File:QPRPAfrontpage.png|600px|right|QPR ProcessAnalyzer frontpage]]After a successful log-in you are presented with the following options:
-. Enter your new password
+*Process Discovery
+*[[Conformance Analysis|Conformance Checking]]
+*[[Clustering Analysis]]
+*[[QPR ProcessAnalyzer BPMN Editor|Enhanced BPMN]]
+*[[Importing_Data_to_QPR_ProcessAnalyzer|Data Import]]
+*[[Navigation_Menu#Model_Manager|Model Manager]]
+*[[QPR ProcessAnalyzer Project Workspace|Project Workspace]]
-. Confirm your new password
-. Click '''Change Password'''
+[[File:QPRPAnavigationmenu.png|200px|right|QPR ProcessAnalyzer navigation menu]]You can navigate in QPR ProcessAnalyzer by either clicking the respective elements on the frontpage or by clicking on the navigation menu on the top left. When choosing the navigation menu you will see the following elements:
+# Navigation menu drop-down.
+# Existing dashboards within the active project.
+# QPR ProcessAnalyzer elements.
+# Projects and Models.
+# Link to Workspace.
+==Changing your password==
+[[File:passwordchange.png|200px|right|Changing your password]]
+To change your password do the following:
+# Login to QPR ProcessAnalyzer.
+# Open the ''Main menu'' (on top left) and click '''User Settings'''.
+# In the opening dialog, click '''Change Password'''.
+# Enter your current password.
+# Enter your new password.
+# Confirm your new password.
+# Click '''Change Password'''.
+[[Category: QPR ProcessAnalyzer]]