QPR ProcessAnalyzer Wiki: Difference between revisions

From QPR ProcessAnalyzer Wiki
Jump to navigation Jump to search
 
(491 intermediate revisions by 3 users not shown)
Line 1: Line 1:
This wiki contains documentation for QPR ProcessAnalyzer - the tool for turning event data into visual process intelligence. Read [[Introduction to QPR ProcessAnalyzer]] for an introduction of the tool. Topics in this documentation are divided into users roles: analysts, developers and administrators.
<div class="downloadButton" style="width:240px;float:right;margin: 3px 12px 0px 15px;">[[QPR_ProcessAnalyzer_Downloads|Download<br />QPR ProcessAnalyzer]]</div>


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 ==
== 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.


<table style="width:100%; display: table;border-spacing: 10px;">
<div style="display: flex;flex-wrap: wrap;">
<tr>
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:30%; min-width: 200px;vertical-align:top;">
=== Getting Started ===
=== Using QPR ProcessAnalyzer ===
* [[Getting Started with QPR ProcessAnalyzer]]
<div style="float:left; width:100%;">
* [[Introduction to Process Mining|Introduction to Process Mining]]
* [[Introduction to QPR ProcessAnalyzer]]
* [[Process_Mining_Concepts|Process Mining Concepts]]
* [[Process_Mining_Concept|Process Mining Concepts and Terms]]
* [[Languages and Localization|Language and Localization Settings]]
* [[QPR ProcessAnalyzer Presentation Object (PAPO)|QPR ProcessAnalyzer UI]]
* [[Navigation_Menu|Navigation Menu Functions]]
* [[QPR ProcessAnalyzer Use Cases|Customer Use Cases]]
* [[Online_Learning_Platform|Online Learning Platform]]
* [[QPR_ProcessAnalyzer_Architecture|Environment Architecture]]
* [[QPR TaskRecorder]]
</div>
</div>
</td>
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:40%; min-width: 200px;vertical-align:top;">


=== Available Analyses ===
<div style="flex: 1 0 210px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
<div style="float:left; width:40%;">
* [[Case_Analysis (PAPO)|Case Analysis]]
* [[Duration_Analysis (PAPO)|Duration Analysis]]
* [[Event_Analysis (PAPO)|Event Analysis]]
* [[Event_Type_Analysis (PAPO)|Event Type Analysis]]
* [[Flowchart_Analysis (PAPO)|Flowchart Analysis]]
</div>
<div style="float:left; width:60%;">
* [[Flowchart_Influence_Analysis (PAPO)|Flowchart Influence Analysis]]
* [[Influence_Analysis_for_Case_Attributes (PAPO)|Influence Analysis for Case Attributes]]
* [[KPI Analysis (PAPO)|KPI Analysis]]
* [[Profiling_Analysis (PAPO)|Profiling Analysis]]
* [[Variation_Analysis (PAPO)|Variation Analysis]]
</div>
</td>
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:30%; min-width: 200px;vertical-align:top;">


=== QPR ProcessAnalyzer Excel Client ===
=== Working with Dashboards ===
<div style="float:left; width:100%;">
* [[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]]
* [[Get Started with QPR ProcessAnalyzer Excel Client|Get Started with Excel Client]]
* [[Filtering_in_QPR_ProcessAnalyzer|Using Filters]]
* [[QPR ProcessAnalyzer Excel Client|Using Excel Client]]
* [[QPR ProcessAnalyzer Dashboard Designer|Creating Dashboards]]
* [[Installing_QPR_ProcessAnalyzer_Excel_Client|Installing Excel Client]]
* [[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>
</td>
</tr>
</table>


== For Developers ==
<div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
To create QPR ProcessAnalyzer models, you need to Extract data from source system(s), transform data to a format compatible with QPR ProcessAnalyzer and finally load data as process model(s). To perform these tasks, you can use T-SQL and QPR ProcessAnalyzer scripting commands. When you have created a model, end-users can analyze it easily by using QPR UI’s ProcessAnalyzer application. If needed, there are plenty of tools to customize the end-user experience in QPR UI.


<table style="width:100%; display: table;border-spacing: 10px;">
=== Analyses and Visualizations ===
<tr>
<div style="float:left; width:50%;">
* [[Process Flowchart|Process Flowchart]]
* [[QPR ProcessAnalyzer Chart|Chart]] / [[Big Data Chart|Big Data 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%;">
* [[Root Causes|Root Causes Analysis]]
* [[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>


<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:25%; vertical-align:top;">
=== Quering and Analyzing Model Data ===
<div style="float:left; width:100%;">
* [[QPR ProcessAnalyzer Expression Analysis|Expression Based Analysis]]
** [[QPR_ProcessAnalyzer_Expressions|Introduction to Expression Language]]
** [[Object Properties and Functions in QPR ProcessAnalyzer Expressions|Object Types]]
** [[Generic Properties and Functions in QPR ProcessAnalyzer Expressions|Function and Properties]]
** [[Conformance_Checking_in_QPR_ProcessAnalyzer|Conformance Checking using BPMN]]
* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filtering Queries]]
* [[Open R in QPR ProcessAnalyzer|Analytics using Open R]]
</div>
</div>
</td>


<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:25%; vertical-align:top;">
== 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.


=== Data Integrations and API's ===
<div style="display: flex;flex-wrap: wrap;">
<div style="float:left; width:100%;">
<div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
* [[QPR_ProcessAnalyzer_Model_JSON_Settings#Loading_Process_Mining_Data_from_ODBC_Datasource|Model Loading from ODBC Datasource]]
=== Expression Language Reference ===
* [[Data Extraction, Transformation, and Loading|Introduction to ETL in QPR ProcessAnalyzer]]
* [[SQL_Expressions|SQL Expressions for Snowflake]]
* [[Manage Scripts in QPR ProcessAnalyzer Excel Client|Writing Scripts in Excel Client]]
* In-memory expressions: [[QPR_ProcessAnalyzer_Expressions|Basic Syntax and Operations]] / [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
* [[QPR ProcessAnalyzer Scripting Commands|Scripting Commands Reference]]
* [[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 Web Service API|QPR ProcessAnalyzer Web Service API]]
* [[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]])
* 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]])
* 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]]
</div>
</div>
</td>


<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:25%; vertical-align:top;">
<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 ===
<div style="float:left; width:100%;">
* [[Creating Process Mining Model|Walkthrough: Creating Process Mining Model]]
* [[Project Workspace in QPR ProcessAnalyzer Excel Client|Manage Projects, Models and Data Tables]]
* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Importing Data from CSV, XES and PACM files]]
* [[Filtering_in_QPR_ProcessAnalyzer_Excel_Client|Administrate Filters]]
* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Case and Event Attributes]]
* [[Manage Users in QPR ProcessAnalyzer Excel Client|Manage Users and Groups]]
* [[Email Notifications|Email Notifications]]
* [[User Roles and Permissions in QPR ProcessAnalyzer|Permissions and Security Roles]]
* [[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 JSON Settings|Model Settings]]
* [[Case Level Permissions|Case Level Permissions]]
* [[QPR ProcessAnalyzer Logs|Logs in QPR ProcessAnalyzer]]
* [[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>
</td>


<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:25%; vertical-align:top;">
<div style="flex: 1 0 250px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">


=== Tutorials and Samples ===
=== Data Integrations and Connectors ===
<div style="float:left; width:100%;">
* [[Managing Scripts|Managing Scripts in Workspace]]
* [[QPR ProcessAnalyzer Certification]]
* [[Datatable_Properties_Dialog|Managing Datatables in Workspace]]
* [[QPR ProcessAnalyzer ETL Tutorial | ETL Tutorial]]
* [[SQL Scripting for ETL|Writing SQL Scripts]]
* [[Media:QPR_ProcessAnalyzer_training.pdf|QPR ProcessAnalyzer Training Material]]
* [[SQL Scripting Commands|SQL Scripting Commands Reference]]
* [[Sample Files for QPR ProcessAnalyzer]]
* [[Storing Secrets for Scripts|Storing Secrets]]
* [[QPR ProcessAnalyzer ScriptLauncher|Installing and using QPR ScriptLauncher]]
* [[Importing_Data_from_SAP|How to Import Data from SAP]]
* [[Anonymize data|Anonymize data]]
* [[Expression Script Examples|Expression Script Examples]]
* [[QPR ProcessAnalyzer API|QPR ProcessAnalyzer REST API]]
* [[Sample Eventlog Files|Sample Eventlogs]]
</div>
</div>
</div>
</td>


</tr>
== For System Administrators ==
</table>
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.


== For Administrators ==
<div style="display: flex;flex-wrap: wrap;">
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.
<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]]
* [[QPR ProcessAnalyzer System Architecture|System Architecture]]
* [[User Session Management|User Session Management]]
* [[QPR ProcessAnalyzer Release Notes|QPR ProcessAnalyzer Release Notes]]
* [[QPR_TaskRecorder_Release_Notes|QPR TaskRecorder Release Notes]]
</div>


<table style="width:100%; display: table;border-spacing: 10px;">
<div style="flex: 1 0 290px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
<tr>
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:33%; vertical-align:top;">
=== Installing QPR ProcessAnalyzer Server ===
<div style="float:left; width:100%;">
* [[QPR ProcessAnalyzer System Requirements|System Requirements for QPR ProcessAnalyzer]]
* [[QPR ProcessAnalyzer Release Notes]]
* [[Installing QPR ProcessAnalyzer Server|New Installation for QPR ProcessAnalyzer Server]]
* [[Installing_QPR_ProcessAnalyzer_Server#Updating_QPR_ProcessAnalyzer_Server_to_Newer_Version|Upgrading Existing QPR ProcessAnalyzer Server]]
* [[Installing_QPR_ProcessAnalyzer_Server#Setting_Up_Scripting_Sandbox|Setting Up Scripting Sandbox]]
</div>
</td>


<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:33%; vertical-align:top;">
=== Installing and Configuring ===
=== Configuring QPR ProcessAnalyzer Server ===
* [[Installing QPR ProcessAnalyzer Server|Install QPR ProcessAnalyzer Server]] (or [[Updating_QPR_ProcessAnalyzer_Server|update existing]])
<div style="float:left; width:100%;">
* [[Snowflake_Connection_Configuration|Configure Snowflake Connection]]
* [[LDAP/AD_Authentication_in_QPR_ProcessAnalyzer_Server|AD/LDAP Authentication Configuration]]
* [[Setting_up_Scripting_Sandbox|Setting up SQL Scripting Sandbox]]
* [[Web.config_file_in_QPR_ProcessAnalyzer|Web.config File Settings]]
* [[SAML_2.0_Federated_Authentication|SAML 2.0 Authentication]]
* [[PA_Configuration_database_table_in_QPR_ProcessAnalyzer|PA_Configuration Database Table Settings]]
* [[QPR ProcessAnalyzer Security Hardening|Security Hardening]]
* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Activation without Internet Connection]]
</div>
</div>
</td>


<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:33%; vertical-align:top;">
<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 ProcessAnalyzer Excel Client===
=== Administrating System ===
<div style="float:left; width:100%;">
* [[Roles and Permissions|User Permissions General Information]]
* [[Installing_QPR_ProcessAnalyzer_Excel_Client|Installing QPR ProcessAnalyzer Excel Client]]
* [[Manage Users and Groups|Manage Users dialog]]
* [[PA_Configuration_database_table|Configuration Table in Database]]
* [[QPR ProcessAnalyzer Logs|Logs for Audit Trail and Troubleshooting]]
* [[Memory Management Settings|Memory Management Settings]]
</div>
</div>
</td>
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:33%; vertical-align:top;">
=== Installing QPR UI ===
<div style="float:left; width:100%;">
To install QPR UI, follow the [[QPR_UI_Wiki#Installing_and_Configuring_QPR_UI|QPR UI installation documentation]].
</div>
</div>
</td>
</tr>
</table>


== Agreements ==
== Agreements ==

Latest revision as of 07:50, 27 February 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.

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.

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.

Agreements

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