QPR ProcessAnalyzer Wiki: Difference between revisions

Latest revision as of 07:53, 3 October 2024

Welcome to QPR ProcessAnalyzer Wiki! QPR ProcessAnalyzer is a software for turning event and transactional data into visual process analysis and intelligence. Topics in this documentation are divided based on user roles for process analysts, developers and administrators.

For Process Analysts

This section contains information how to get started with QPR ProcessAnalyzer and how to create your first dashboards! This section also describes how to use filters and how to make different kinds of analyses with QPR ProcessAnalyzer.

Getting Started

Working with Dashboards

Project Workspace: Projects, Dashboards, Models, Datatables, Scripts, Recycle Bin
Using Filters
Creating Dashboards
AI Assistant (powered by generative AI)
Dynamic Variables in Dashboards
Business Calendar to Calculate Durations
Best Practices for Designing Dashboards

Analyses and Visualizations

For Citizen Developers

This section describes how to build ETL scripts that transform the source data into process mining models. There is also a detailed description how the process mining models can be configured so that they are optimal for the desired analyses. Finally, there is reference documentation for all expression language related functionality, that can be used both when writing custom KPI's in dashboards and in the ETL scripts.

Expression Language Reference

SQL Expressions for Snowflake
In-memory expressions: Basic Syntax and Operations / Generic Functions
Generic types (Generic Properties, Array, DateTime, String, Timespan, Dictionary)
In-memory models API (AttributeType, Case, Event, EventLog, EventType, Flow, FlowOccurrence, Variation)
Configuration objects (Dashboard, Datatable, Model, Filter, Diagram, Script, Project, User/Group)
Tabular data (DataFrame, SqlDataFrame, DataFlow)
Machine Learning API / Conformance Checking
Filter Rules JSON

Create Process Mining Models

Data Integrations and Connectors

For System Administrators

This section starts with the planning of QPR ProcessAnalyzer installation. After all requirements have been fulfilled, you can continue with the installation and configuration of QPR ProcessAnalyzer. Finally, learn how to manage users and perform other administrative tasks.

Planning Installation

Installing and Configuring

Administrating System

Agreements

See the QPR End User Software License Agreement and QPR Software as a Service Agreement.

@@ Line 1: / Line 1: @@
-<div class="downloadButton" style="width:240px;float:right;margin: 3px 12px 0px 15px;">[[QPR_Product_Downloads|Download<br />QPR ProcessAnalyzer]]</div>
+<div class="downloadButton" style="width:190px;float:right;margin: 3px 12px 0px 15px;">[[Online_Learning_Platform|Online Learning<br />Platform]]</div>
-Welcome to QPR ProcessAnalyzer Wiki! QPR ProcessAnalyzer is the tool for turning event and transactional data into visual process intelligence. Read [[Introduction to QPR ProcessAnalyzer]] for an introduction of the software. Topics in this documentation are divided into users roles: process analysts, developers and administrators.
+Welcome to QPR ProcessAnalyzer Wiki! QPR ProcessAnalyzer is a software for turning event and transactional data into visual process analysis and intelligence. Topics in this documentation are divided based on user roles for process analysts, developers and administrators.
 <div style="height:5px;"></div>
 == For Process Analysts ==
-QPR ProcessAnalyzer is used via web browser. In QPR ProcessAnalyzer application you can perform various analyses on your process model. If you prefer standalone installation, you can use excel client for analyses.
+This section contains information how to get started with QPR ProcessAnalyzer and how to create your first dashboards! This section also describes how to use filters and how to make different kinds of analyses with QPR ProcessAnalyzer.
 <div style="display: flex;flex-wrap: wrap;">
-<div style="flex: 1 0 170px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Introduction to QPR ProcessAnalyzer ===
+=== Getting Started ===
-* [[Introduction to QPR ProcessAnalyzer]]
 * [[Getting Started with QPR ProcessAnalyzer]]
-* [[Process_Mining_Concepts|Process Mining Concepts and Terms]]
+* [[QPR_ProcessAnalyzer_Native_App_in_Snowflake|Snowflake Native App]]
-* [[Languages and Localization in QPR ProcessAnalyzer|Languages and Localization]]
+* [[Introduction to Process Mining|Introduction to Process Mining]]
-* [[QPR ProcessAnalyzer Certification]]
+* [[Process_Mining_Concepts|Process Mining Concepts]]
+* [[Log_in_QPR_ProcessAnalyzer|Log in QPR ProcessAnalyzer]]
+* [[Languages and Localization|Language and Localization Settings]]
+* [[User Settings|User Settings]]
+* [[Navigation_Menu|Navigation Menu Functions]]
 </div>
-<div style="flex: 1 0 170px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
+<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 === Working with Dashboards ===
-* [[QPR ProcessAnalyzer Web UI| Web UI]]
+* [[QPR_ProcessAnalyzer_Project_Workspace|Project Workspace]]: [[QPR_ProcessAnalyzer_Project_Workspace#Projects|Projects]], [[QPR_ProcessAnalyzer_Project_Workspace#Dashboards|Dashboards]], [[QPR_ProcessAnalyzer_Project_Workspace#Models|Models]], [[QPR_ProcessAnalyzer_Project_Workspace#Datatables|Datatables]], [[Managing_Scripts|Scripts]], [[QPR_ProcessAnalyzer_Project_Workspace#Recycle_Bin|Recycle Bin]]
-* [[QPR_ProcessAnalyzer_Workspace|Workspace]]
 * [[Filtering_in_QPR_ProcessAnalyzer|Using Filters]]
-* [[QPR ProcessAnalyzer Dashboard Designer|Designing Dashboards]]
+* [[QPR ProcessAnalyzer Dashboard Designer|Creating Dashboards]]
-* [[Dashboard Variables]]
+* [[AI Assistant for QPR ProcessAnalyzer|AI Assistant]] (powered by generative AI)
+* [[Dashboard Variables|Dynamic Variables in Dashboards]]
+* [[Business Calendar|Business Calendar to Calculate Durations]]
+* [[Best Practices for Designing Dashboards|Best Practices for Designing Dashboards]]
 </div>
 <div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Process Mining Analyses and Visualizations ===
+=== Analyses and Visualizations ===
 <div style="float:left; width:50%;">
-* [[QPR ProcessAnalyzer Chart|Chart]]
+* [[Process Flowchart|Process Flowchart]]
-* [[Clustering Analysis|Clustering Analysis]]
+* [[QPR ProcessAnalyzer Chart|Chart]] / [[Snowflake Chart|Snowflake Chart]]
-* [[Conformance Analysis|Conformance Analysis]]
+** [[QPR ProcessAnalyzer Graphs|Graphs]]
-* [[Enhanced BPMN|Enhanced BPMN]]
+** [[QPR_ProcessAnalyzer_Table|Table]]
-* [[Flowchart_Analysis|Process Flowchart]]
+** [[QPR_ProcessAnalyzer_Pivot_Table|Pivot Table]]
+** [[QPR_ProcessAnalyzer_KPI_Card|KPI Card]]
+** [[Measure,_Dimension_and_Column_Settings|Measure Settings]]
+** [[Chart_On-screen_Settings|On-screen Settings]]
+** [[Chart_Linked_Settings|Linked Settings]]
+** [[Actions_to_Run_Script_in_Table|Run Script Actions]]
 </div>
 <div style="float:left; width:50%;">
-* [[QPR_ProcessAnalyzer_KPI_Card|KPI Card]]
-* [[QPR_ProcessAnalyze_Pivot_Table|Pivot Table]]
 * [[Root Causes|Root Causes Analysis]]
-* [[Variation_Analysis|Variations]]
+* [[Clustering Analysis|Clustering Analysis]]
+* [[Conformance Analysis|Conformance Analysis]]
+* [[Design Diagram|Design Diagram]] / [[QPR ProcessAnalyzer BPMN Editor|BPMN Editor]]
+* [[Gantt_Chart|Gantt Chart]]
+* [[Sankey_Chart|Sankey Chart]]
+* [[Label and Link]]
+* [[Image|Image]]
+* [[Filter_Selectors|Filter Selectors]] / [[Dropdown_List_Selector|Dropdown List Selector]]
 </div>
 </div>
@@ Line 46: / Line 62: @@
 </div>
-== For Developers ==
+== For Citizen Developers ==
-To build QPR ProcessAnalyzer models, you need to extract data from source systems, transform data to a format compatible with QPR ProcessAnalyzer and finally load data as process models. To perform these tasks, you can use T-SQL and QPR ProcessAnalyzer scripting commands. When you have created a model, users can analyze the model and create dashboards.
+This section describes how to build ETL scripts that transform the source data into process mining models. There is also a detailed description how the process mining models can be configured so that they are optimal for the desired analyses. Finally, there is reference documentation for all expression language related functionality, that can be used both when writing custom KPI's in dashboards and in the ETL scripts.
 <div style="display: flex;flex-wrap: wrap;">
 <div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== KPI Expression Language ===
+=== Expression Language Reference ===
-* [[QPR_ProcessAnalyzer_Expressions|Expression Language Basic Operations]]
+* [[SQL_Expressions|SQL Expressions for Snowflake]]
-* [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
+* In-memory expressions: [[QPR_ProcessAnalyzer_Expressions|Basic Syntax and Operations]] / [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
-* [[Process_Mining_Objects_in_Expression_Language|Process Mining Objects]] ([[Process_Mining_Objects_in_Expression_Language#AttributeType|AttributeType]], [[Process_Mining_Objects_in_Expression_Language#Case|Case]], [[Process_Mining_Objects_in_Expression_Language#Event|Event]], [[Process_Mining_Objects_in_Expression_Language#EventLog|EventLog]], [[Process_Mining_Objects_in_Expression_Language#EventType|EventType]], [[Process_Mining_Objects_in_Expression_Language#Flow|Flow]], [[Process_Mining_Objects_in_Expression_Language#FlowOccurrence|FlowOccurrence]], [[Process_Mining_Objects_in_Expression_Language#Variation|Variation]])
+* [[Generic_Objects_in_Expression_Language|Generic types]] ([[Generic_Properties_in_Expression_Language|Generic Properties]], [[Generic_Objects_in_Expression_Language#Array|Array]], [[Generic_Objects_in_Expression_Language#DateTime|DateTime]], [[Generic_Objects_in_Expression_Language#String|String]], [[Generic_Objects_in_Expression_Language#Timespan|Timespan]],  [[Generic_Objects_in_Expression_Language#Dictionary|Dictionary]])
-* [[QPR_ProcessAnalyzer_Objects_in_Expression_Language|QPR ProcessAnalyzer Objects]] ([[DataFrame in Expression Language|DataFrame]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Datatable|Datatable]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Model|Model]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Project|Project]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#User.2FGroup|User/Group]])
+* [[Process_Mining_Objects_in_Expression_Language|In-memory models API]] ([[Process_Mining_Objects_in_Expression_Language#AttributeType|AttributeType]], [[Process_Mining_Objects_in_Expression_Language#Case|Case]], [[Process_Mining_Objects_in_Expression_Language#Event|Event]], [[Process_Mining_Objects_in_Expression_Language#EventLog|EventLog]], [[Process_Mining_Objects_in_Expression_Language#EventType|EventType]], [[Process_Mining_Objects_in_Expression_Language#Flow|Flow]], [[Process_Mining_Objects_in_Expression_Language#FlowOccurrence|FlowOccurrence]], [[Process_Mining_Objects_in_Expression_Language#Variation|Variation]])
-* [[Generic_Objects_in_Expression_Language|Generic Objects]] ([[Generic_Objects_in_Expression_Language#Generic Context|Generic Context]], [[Generic_Objects_in_Expression_Language#Array|Array]], [[Generic_Objects_in_Expression_Language#DateTime|DateTime]], [[Generic_Objects_in_Expression_Language#String|String]], [[Generic_Objects_in_Expression_Language#TimeSpan|TimeSpan]],  [[Generic_Objects_in_Expression_Language#Dictionary|Dictionary]], [[Generic_Objects_in_Expression_Language#Function|Function]])
+* Configuration objects ([[Dashboard_in_Expression_Language|Dashboard]], [[Datatable_in_Expression_Language|Datatable]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Model|Model]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Filter|Filter]], [[Diagram_in_Expression_Language|Diagram]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Script|Script]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Project|Project]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#User.2FGroup|User/Group]])
-* [[QPR ProcessAnalyzer Expression Analysis|Expression Analysis]]
+* Tabular data ([[DataFrame in Expression Language|DataFrame]], [[SqlDataFrame in Expression Language|SqlDataFrame]],  [[DataFlow_in_Expression_Language|DataFlow]])
-* [[Machine_Learning_Functions_in_Expression_Language|Machine Learning Functions]]
+* [[Machine_Learning_Functions_in_Expression_Language|Machine Learning API]] / [[Conformance_Checking|Conformance Checking]]
-* [[Conformance_Checking_in_QPR_ProcessAnalyzer|Conformance Checking using BPMN]]
+* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filter Rules JSON]]
-* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filtering Queries]]
 </div>
 <div style="flex: 1 0 250px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Manage Models and Content ===
+=== Create Process Mining Models ===
-* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Attributes]]
+* [[Creating Process Mining Model|Walkthrough: Creating Process Mining Model]]
-* [[QPR ProcessAnalyzer Model Datasources|Model datasources]] ([[QPR ProcessAnalyzer Model Datasources#Loading Data from Datatables|Datatable]], [[QPR ProcessAnalyzer Model Datasources#Loading Data using Loading Script|Loading Script]],  [[QPR ProcessAnalyzer Model Datasources#Loading Data from ODBC Datasource|ODBC]])
+* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Importing Data from CSV, XES and PACM files]]
-* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Exporting and Importing Data]]
+* [[Object-centric_Process_Mining_Model|Object-centric Process Mining]]
-* [[Automatic Loading on Server Startup|Automatic Loading on Server Startup]]
+* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Case and Event Attributes]]
-* [[Case Level Permissions|Case Level Permissions Control]]
+* [[Email Notifications|Email Notifications]]
-* [[Event_Ordering_for_Identical_Timestamps|Event Ordering for Identical Timestamps]]
+* [[QPR ProcessAnalyzer Model Datasources|Model datasources]] ([[QPR ProcessAnalyzer Model Datasources#Loading Data from Datatables|Datatable]], [[QPR ProcessAnalyzer Model Datasources#Loading Script|Loading Script]], [[QPR ProcessAnalyzer Model Datasources#ODBC_Datasource|ODBC]])
-* [[QPR ProcessAnalyzer Logs|Logs in QPR ProcessAnalyzer]]
+* [[Case Level Permissions|Case Level Permissions]]
+* [[Automatic Model Loading on Server Startup|Keeping Models Always Available]]
+* [[Event Ordering for Identical Timestamps|Event Ordering for Identical Timestamps]]
+* [[Managing Time Zones and Local Time|Time Zones and Local Time]]
+* [[Best_Practices_for_Designing_Models|Best Practices for Designing Models]]
+* [[Create_Predicted_Eventlog|Create Predicted Eventlog]]
 </div>
 <div style="flex: 1 0 250px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Data Integrations and API's ===
+=== Data Integrations and Connectors ===
-* [[Data Extraction, Transformation, and Loading|Introduction to ETL Scripting]]
+* [[Managing Scripts|Managing Scripts in Workspace]]
-* [[Data Tables in QPR ProcessAnalyzer|Managing Datatables]]
+* [[Datatable_Properties_Dialog|Managing Datatables in Workspace]]
-* [[Manage Scripts in QPR ProcessAnalyzer|Managing Scripts]]
+* [[SQL Scripting for ETL|Writing SQL Scripts]]
-* [[QPR ProcessAnalyzer Scripting Commands|Scripting Commands]]
+* [[SQL Scripting Commands|SQL Scripting Commands Reference]]
-* [[Secure_Strings|Secure Strings]]
+* [[Storing Secrets for Scripts|Storing Secrets]]
-* [[QPR ProcessAnalyzer ETL Tutorial|ETL Scripting Tutorial]]
+* [[QPR ProcessAnalyzer ScriptLauncher|Installing and using QPR ScriptLauncher]]
-* [[QPR ProcessAnalyzer ScriptLauncher|QPR ProcessAnalyzer ScriptLauncher]]
+* [[Importing_Data_from_SAP|How to Import Data from SAP]]
-* [[QPR ProcessAnalyzer API's|QPR ProcessAnalyzer API's]]
+* [[Anonymize data|Anonymize data]]
-* [[Troubleshooting QPR ProcessAnalyzer Scripts|Troubleshooting Scripts]]
+* [[Expression Script Examples|Expression Script Examples]]
-* [[Sample Files for QPR ProcessAnalyzer]]
+* [[QPR ProcessAnalyzer API|QPR ProcessAnalyzer REST API]]
+* [[Sample Eventlog Files|Sample Eventlogs]]
+* [[QPR TaskRecorder]]
 </div>
 </div>
 == For System Administrators ==
-QPR ProcessAnalyzer installation requires installing the QPR ProcessAnalyzer Server to IIS and two databases. It is recommended to install also QPR UI server to fully utilize the power of QPR ProcessAnalyzer. With QPR UI installed, QPR ProcessAnalyzer can be used via web browser for analyzing process models and analyzer users do not need any additional software installed on their workstations. Developer users need also to have QPR ProcessAnalyzer Excel client installed.
+This section starts with the planning of QPR ProcessAnalyzer installation. After all requirements have been fulfilled, you can continue with the installation and configuration of QPR ProcessAnalyzer. Finally, learn how to manage users and perform other administrative tasks.
 <div style="display: flex;flex-wrap: wrap;">
 <div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 === Planning Installation ===
-* [[QPR ProcessAnalyzer System Requirements|System Requirements for QPR ProcessAnalyzer]]
+* [[QPR ProcessAnalyzer System Requirements|System Requirements]]
-* [[QPR ProcessAnalyzer System Architecture]]
+* [[QPR ProcessAnalyzer System Architecture|System Architecture]]
-* [[QPR ProcessAnalyzer Release Notes]]
+* [[User Session Management|User Session Management]]
-* [[QPR_ProcessAnalyzer_Version_Compatibility|QPR ProcessAnalyzer Version Compatibility]]
+* [[QPR ProcessAnalyzer Release Notes|QPR ProcessAnalyzer Release Notes]]
+* [[QPR_TaskRecorder_Release_Notes|QPR TaskRecorder Release Notes]]
+* [[QPR_ProcessAnalyzer_Downloads|Downloads Page]]
 </div>
 <div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Installing ===
+=== Installing and Configuring ===
-* [[Installing QPR ProcessAnalyzer Server|New Installation for QPR ProcessAnalyzer Server]]
+* [[Installing QPR ProcessAnalyzer Server|Install QPR ProcessAnalyzer Server]] (or [[Updating_QPR_ProcessAnalyzer_Server|update existing]])
-* [[Installing_QPR_ProcessAnalyzer_Server#Setting_Up_Scripting_Sandbox|Setting Up SQL Scripting Environment]]
+* [[Snowflake_Connection_Configuration|Configure Snowflake Connection]]
-* [[Updating_QPR_ProcessAnalyzer_Server|Updating Existing QPR ProcessAnalyzer Server]]
+* [[Setting_up_Scripting_Sandbox|Setting up SQL Scripting Sandbox]]
-* [[Installing_QPR_ProcessAnalyzer_Excel_Client|Installing QPR ProcessAnalyzer Excel Client]]
+* [[SAML_2.0_Federated_Authentication|SAML 2.0 Authentication]]
-* [[QPR_ProcessAnalyzer_ScriptLauncher|Installing QPR ProcessAnalyzer ScriptLauncher]]
+* [[QPR ProcessAnalyzer Security Hardening|Security Hardening]]
-* [[Data Grid Export Service|Data Grid Export Service Installation]]
+* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Activation without Internet Connection]]
-* [[QPR ProcessAnalyzer Security Hardening|QPR ProcessAnalyzer Security Hardening]]
-* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Server Manual Activation]]
 </div>
 <div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Configuring ===
+=== Administrating System ===
-* [[Roles and Permissions in QPR ProcessAnalyzer|Roles and Permissions]]
+* [[Roles and Permissions|User Roles and Permissions]]
-* [[Manage Users and Groups in QPR ProcessAnalyzer|Manage Users and Groups]]
+* [[Manage Users and Groups|Managing Users]]
-* [[Web.config_file_in_QPR_ProcessAnalyzer|Web.config File]]
+* [[PA_Configuration_database_table|System Configurations]]
-* [[PA_Configuration_database_table_in_QPR_ProcessAnalyzer|PA_Configuration Table]]
+* [[QPR ProcessAnalyzer Logs|Logs for Audit and Troubleshooting]]
-* [[Installing_QPR_ProcessAnalyzer_Server#IIS_Configuration|IIS Configuration]]
+* [[In-memory_Models_Management|In-memory Models Management]]
-* [[SAML_2.0_Federated_Authentication|SAML 2.0 Federated Authentication]]
-* [[LDAP/AD_Authentication_in_QPR_ProcessAnalyzer_Server|AD/LDAP Authentication]]
-* [[Memory Management and Settings|Memory Management and Settings]]
 </div>
 </div>