QPR ProcessAnalyzer Wiki: Difference between revisions

Latest revision as of 15:44, 2 December 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
System Library

Create Process Mining Models

For In-memory 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.
+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 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== Introduction to Process Mining ===
+=== Getting Started ===
 * [[Getting Started with QPR ProcessAnalyzer]]
-* [[Introduction to QPR ProcessAnalyzer|QPR ProcessAnalyzer Capabilities]]
+* [[QPR_ProcessAnalyzer_Native_App_in_Snowflake|Snowflake Native App]]
+* [[Introduction to Process Mining|Introduction to Process Mining]]
 * [[Process_Mining_Concepts|Process Mining Concepts]]
-* [[Languages and Localization in QPR ProcessAnalyzer|Languages and Localization]]
+* [[Log_in_QPR_ProcessAnalyzer|Log in QPR ProcessAnalyzer]]
-* [[QPR ProcessAnalyzer Certification]]
+* [[Languages and Localization|Language and Localization Settings]]
+* [[User Settings|User Settings]]
+* [[Navigation_Menu|Navigation Menu Functions]]
 </div>
@@ Line 20: / Line 23: @@
 === Working with Dashboards ===
-* [[QPR ProcessAnalyzer Features Overview|Features Overview]]
+* [[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_Project_Workspace|Project Workspace]]
 * [[Filtering_in_QPR_ProcessAnalyzer|Using Filters]]
 * [[QPR ProcessAnalyzer Dashboard Designer|Creating Dashboards]]
-* [[Business Calendar|Business Calendar]]
+* [[AI Assistant for QPR ProcessAnalyzer|AI Assistant]] (powered by generative AI)
-* [[Dashboard Variables|Dynamic Variables]]
+* [[Dashboard Variables|Dynamic Variables in Dashboards]]
+* [[Business Calendar|Business Calendar to Calculate Durations]]
+* [[Best Practices for Designing Dashboards|Best Practices for Designing Dashboards]]
 </div>
@@ Line 32: / Line 36: @@
 === Analyses and Visualizations ===
 <div style="float:left; width:50%;">
-* [[QPR ProcessAnalyzer Chart|Chart (general features)]]
+* [[Process Flowchart|Case-Centric Flowchart]]
+* [[Object-Centric_Flowchart|Object-Centric Flowchart]]
+* [[QPR ProcessAnalyzer Chart|Chart]] / [[Snowflake Chart|Snowflake Chart]]
 ** [[QPR ProcessAnalyzer Graphs|Graphs]]
 ** [[QPR_ProcessAnalyzer_Table|Table]]
 ** [[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%;">
-* [[Flowchart_Analysis|Process Flowchart]]
-* [[QPR ProcessAnalyzer BPMN Editor|BPMN Editor]]
 * [[Root Causes|Root Causes Analysis]]
+* [[Clustering Analysis|Clustering Analysis]]
 * [[Conformance Analysis|Conformance Analysis]]
-* [[Clustering Analysis|Clustering 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]]
+* [[External_Content|Embedded webpage]]
 </div>
 </div>
@@ Line 49: / Line 64: @@
 </div>
-== For Developers ==
+== For Citizen Developers ==
-To build QPR ProcessAnalyzer models, you need to extract data from source systems, transform it to an eventlog format and finally load to process models. To perform these tasks, you can use the ETL scripting platform that is part of QPR ProcessAnalyzer. When the model is created, users can start analyzing 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|Basic Syntax and Operations]] / [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
+* [[SQL_Expressions|SQL Expressions for Snowflake]]
-* [[Generic_Objects_in_Expression_Language|Generic Objects]]<br>([[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]])
+* 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 Model Objects]]<br>([[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|Objects for ETL]]<br>([[DataFrame in Expression Language|DataFrame]], [[SqlDataFrame in Expression Language|SqlDataFrame]],  [[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#Script|Scripts]], [[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]])
-* [[Machine_Learning_Functions_in_Expression_Language|Machine Learning Functions]] / [[Conformance_Checking_in_QPR_ProcessAnalyzer|Conformance Checking Functions]]
+* 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]])
-* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filtering Model Data]]
+* 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 API]] / [[Conformance_Checking|Conformance Checking]]
+* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filter Rules JSON]]
+* [[System Library]]
 </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 Data Models ===
+=== Create Process Mining Models ===
-* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Exporting and Importing Data]]
+* [[Creating Process Mining Model|Walkthrough: Creating Process Mining Model]]
+* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Importing Data from CSV, XES and PACM files]]
+* [[Object-centric_Process_Mining_Model|Object-centric Process Mining]]
+* [[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]]
+* [[Create Simulated Eventlog]]
+==== For In-memory Models ====
+* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Case and Event Attributes]]
 * [[Email Notifications|Email Notifications]]
-* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Case and Event Attributes]]
+* [[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 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#Using_ODBC_Datasource|ODBC]])
-* [[Automatic Model Loading on Server Startup|Keeping Models Always in Memory]]
 * [[Case Level Permissions|Case Level Permissions]]
-* [[Event_Ordering_for_Identical_Timestamps|Event Ordering for Identical Timestamps]]
+* [[Automatic Model Loading on Server Startup|Keeping Models Always Available]]
 </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 ===
-* [[Managing Scripts|Managing Scripts]]
+* [[Managing Scripts|Managing Scripts in Workspace]]
-* [[Running_and_Calling_Scripts|Running and Calling Scripts]]
+* [[Datatable_Properties_Dialog|Managing Datatables in Workspace]]
-* [[SQL Scripting for ETL|SQL Scripting]]
+* [[SQL Scripting for ETL|Writing SQL Scripts]]
-* [[SQL Scripting Commands|SQL Scripting Commands]]
+* [[SQL Scripting Commands|SQL Scripting Commands Reference]]
-* [[SQL Scripting Tutorial|SQL Scripting Tutorial]]
+* [[Storing Secrets for Scripts|Storing Secrets]]
-* [[Secure_Strings|Secure Strings]]
+* [[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|QPR ProcessAnalyzer API]]
+* [[Anonymize data|Anonymize data]]
+* [[Expression Script Examples|Expression Script Examples]]
+* [[QPR ProcessAnalyzer API|QPR ProcessAnalyzer REST API]]
 * [[Sample Eventlog Files|Sample Eventlogs]]
+* [[QPR TaskRecorder]]
 </div>
 </div>
 == For System Administrators ==
-QPR ProcessAnalyzer requires installing QPR ProcessAnalyzer Server hosted in IIS and two SQL Server databases. All functionality is available in the web UI, which don't require any installations. If there is a need to access on-premise source systems to extract eventlog data, QPR ProcessAnalyzer ScriptLauncher needs to be 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;">
@@ Line 97: / Line 125: @@
 === Planning Installation ===
 * [[QPR ProcessAnalyzer System Requirements|System Requirements]]
-* [[QPR ProcessAnalyzer Release Notes|Release Notes]]
 * [[QPR ProcessAnalyzer System Architecture|System Architecture]]
-* [[QPR_ProcessAnalyzer_Version_Compatibility|Compatibility between releases]]
+* [[User Session Management|User Session Management]]
-* [[QPR ProcessAnalyzer Session Management|User Session Management]]
+* [[QPR ProcessAnalyzer Release Notes|QPR ProcessAnalyzer Release Notes]]
+* [[QPR_TaskRecorder_Release_Notes|QPR TaskRecorder Release Notes]]
+* [[QPR_ProcessAnalyzer_Downloads|Downloads Page]]
 </div>
@@ Line 106: / Line 135: @@
 === Installing and Configuring ===
-* [[Installing QPR ProcessAnalyzer Server|Installation for QPR ProcessAnalyzer Server]] (or [[Updating_QPR_ProcessAnalyzer_Server|update existing]])
+* [[Installing QPR ProcessAnalyzer Server|Install QPR ProcessAnalyzer Server]] (or [[Updating_QPR_ProcessAnalyzer_Server|update existing]])
-* [[QPR_ProcessAnalyzer_ScriptLauncher|Installing QPR ProcessAnalyzer ScriptLauncher]]
+* [[Snowflake_Connection_Configuration|Configure Snowflake Connection]]
+* [[Setting_up_Scripting_Sandbox|Setting up SQL Scripting Sandbox]]
+* [[SAML_2.0_Federated_Authentication|SAML 2.0 Authentication]]
 * [[QPR ProcessAnalyzer Security Hardening|Security Hardening]]
-* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Manual Activation]]
+* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Activation without Internet Connection]]
-* [[Web.config_file_in_QPR_ProcessAnalyzer|Web.config Settings]]
-* [[PA_Configuration_database_table_in_QPR_ProcessAnalyzer|Configuration Table in Database]]
-* [[SAML_2.0_Federated_Authentication|SAML 2.0 Federated Authentication]]
-* [[LDAP/AD_Authentication|AD/LDAP Authentication]]
 </div>
@@ Line 119: / Line 146: @@
 === 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]]
-* [[QPR ProcessAnalyzer Logs|Logs in QPR ProcessAnalyzer]]
+* [[PA_Configuration_database_table|System Configurations]]
-* [[Memory Management Settings|Memory Management Settings]]
+* [[QPR ProcessAnalyzer Logs|Logs for Audit and Troubleshooting]]
+* [[In-memory_Models_Management|In-memory Models Management]]
 </div>
 </div>
 == Agreements ==
-See the [[QPR End User Software License Agreement]] ([[ЛИЦЕНЗИОННОЕ_СОГЛАШЕНИЕ_КОНЕЧНОГО_ПОЛЬЗОВАТЕЛЯ|available also in Russian]]) and [[QPR Software as a Service Agreement]].
+See the [[QPR End User Software License Agreement]] and [[QPR Software as a Service Agreement]].
 __NOTOC__