QPR ProcessAnalyzer Wiki: Difference between revisions

From QPR ProcessAnalyzer Wiki
Jump to navigation Jump to search
 
(430 intermediate revisions by 3 users not shown)
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:240px;float:right;margin: 3px 12px 0px 15px;">[[QPR_ProcessAnalyzer_Downloads|Download<br />QPR ProcessAnalyzer]]</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>
<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 Certification]]
* [[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;">


=== Process Mining 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;">
 
=== Working with Dashboards ===
* [[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]]
* [[Filtering_in_QPR_ProcessAnalyzer|Using Filters]]
* [[QPR ProcessAnalyzer Dashboard Designer|Creating Dashboards]]
* [[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;">
 
=== Analyses and Visualizations ===
<div style="float:left; width:50%;">
<div style="float:left; width:50%;">
* [[Case_Analysis (PAPO)|Case Analysis]]
* [[Process Flowchart|Process Flowchart]]
* [[QPR_ProcessAnalyzer_-_Clustering_Analysis_View|Clustering Analysis]]
* [[QPR ProcessAnalyzer Chart|Chart]] / [[Big Data Chart|Big Data Chart]]
* [[QPR_ProcessAnalyzer_-_Conformance_Analysis_View|Conformance Analysis]]
** [[QPR ProcessAnalyzer Graphs|Graphs]]
* [[Duration_Analysis (PAPO)|Duration Analysis]]
** [[QPR_ProcessAnalyzer_Table|Table]]
* [[Event_Analysis (PAPO)|Event Analysis]]
** [[QPR_ProcessAnalyzer_Pivot_Table|Pivot Table]]
* [[Event_Type_Analysis (PAPO)|Event Type Analysis]]
** [[QPR_ProcessAnalyzer_KPI_Card|KPI Card]]
* [[Flowchart_Analysis (PAPO)|Flowchart Analysis]]
** [[Measure,_Dimension_and_Column_Settings|Measure Settings]]
* [[Flowchart_Influence_Analysis (PAPO)|Flowchart Influence Analysis]]
** [[Chart_On-screen_Settings|On-screen Settings]]
** [[Chart_Linked_Settings|Linked Settings]]
** [[Actions_to_Run_Script_in_Table|Run Script Actions]]
</div>
</div>
<div style="float:left; width:50%;">
<div style="float:left; width:50%;">
* [[Influence_Analysis_for_Case_Attributes (PAPO)|Influence Analysis for Case Attributes]]
* [[Root Causes|Root Causes Analysis]]
* [[KPI Analysis (PAPO)|KPI Analysis]]
* [[Clustering Analysis|Clustering Analysis]]
* [[Profiling_Case_Analysis (PAPO)|Profiling Case Analysis]]
* [[Conformance Analysis|Conformance Analysis]]
* [[Profiling_Event_Analysis (PAPO)|Profiling Event Analysis]]
* [[Design Diagram|Design Diagram]] / [[QPR ProcessAnalyzer BPMN Editor|BPMN Editor]]
* [[Variation_Analysis (PAPO)|Variation Analysis]]
* [[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>
</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 ===
<div style="float:left; width:100%;">
* [[Get Started with QPR ProcessAnalyzer Excel Client|Get Started with Excel Client]]
* [[QPR ProcessAnalyzer Excel Client|Using Excel Client]]
* [[Installing_QPR_ProcessAnalyzer_Excel_Client|Installing Excel Client]]
</div>
</div>
</td>
</tr>
</table>


== For Developers ==
== For Citizen Developers ==
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.
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.


<table style="width:100%; display: table;border-spacing: 10px;">
<div style="display: flex;flex-wrap: wrap;">
<tr>
<div style="flex: 1 0 370px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
 
=== Expression Language Reference ===
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:30%; vertical-align:top;">
* [[SQL_Expressions|SQL Expressions for Snowflake]]
=== Quering and Analyzing Eventlogs ===
* In-memory expressions: [[QPR_ProcessAnalyzer_Expressions|Basic Syntax and Operations]] / [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
<div style="float:left; width:100%;">
* [[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 Expression Analysis|Expression Based Analysis]]
* [[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]])
** [[QPR_ProcessAnalyzer_Expressions|Introduction to Expression Language]]
* 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]])
** [[Object Properties and Functions in QPR ProcessAnalyzer Expressions|Object Types]]
* Tabular data ([[DataFrame in Expression Language|DataFrame]], [[SqlDataFrame in Expression Language|SqlDataFrame]],  [[DataFlow_in_Expression_Language|DataFlow]])
** [[Generic Properties and Functions in QPR ProcessAnalyzer Expressions|Function and Properties]]
* [[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]]
* [[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:30%; 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 and Models]]
* [[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]]
* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Attributes]]
* [[Email Notifications|Email Notifications]]
* [[QPR ProcessAnalyzer Model JSON Settings|Model Settings]]
* [[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]])
* [[Manage Users in QPR ProcessAnalyzer Excel Client|Manage Users and Groups]]
* [[Case Level Permissions|Case Level Permissions]]
* [[User Roles and Permissions in QPR ProcessAnalyzer|Permissions and Security Roles]]
* [[Automatic Model Loading on Server Startup|Keeping Models Always Available]]
* [[Exporting and Importing Models in QPR ProcessAnalyzer|Exporting and Importing Models]]
* [[Event Ordering for Identical Timestamps|Event Ordering for Identical Timestamps]]
* [[QPR ProcessAnalyzer Logs|Logs in QPR ProcessAnalyzer]]
* [[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:40%; 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;">


=== Data Integrations and API's ===
=== Data Integrations and Connectors ===
<div style="float:left; width:50%;">
* [[Managing Scripts|Managing Scripts in Workspace]]
* [[Data Tables in QPR ProcessAnalyzer|Manage Data Tables]]
* [[Datatable_Properties_Dialog|Managing Datatables in Workspace]]
* [[Manage Scripts in QPR ProcessAnalyzer Excel Client|Script Manager in Excel Client]]
* [[SQL Scripting for ETL|Writing SQL Scripts]]
* [[Data Extraction, Transformation, and Loading|Introduction to ETL Scripting]]
* [[SQL Scripting Commands|SQL Scripting Commands Reference]]
* [[QPR ProcessAnalyzer Scripting Commands|Scripting Commands Reference]]
* [[Storing Secrets for Scripts|Storing Secrets]]
* [[QPR ProcessAnalyzer ScriptLauncher|QPR ProcessAnalyzer ScriptLauncher]]
* [[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 style="float:left; width:50%;">
* [[QPR_ProcessAnalyzer_Model_JSON_Settings#Loading_Process_Mining_Data_from_ODBC_Datasource|Loading Models from ODBC Datasource]]
* [[QPR ProcessAnalyzer Web Service API|QPR ProcessAnalyzer Web Service API]]
* [[QPR ProcessAnalyzer ETL Tutorial | ETL Scripting Tutorial]]
* [[Sample Files for QPR ProcessAnalyzer]]
* [[QPR ProcessAnalyzer Integration Kit|QPR ProcessAnalyzer Integration Kit]]
</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 and Configuring ===
=== Planning ===
* [[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]]
* [[QPR ProcessAnalyzer System Requirements|System Requirements for QPR ProcessAnalyzer]]
* [[Setting_up_Scripting_Sandbox|Setting up SQL Scripting Sandbox]]
* [[QPR ProcessAnalyzer Release Notes]]
* [[SAML_2.0_Federated_Authentication|SAML 2.0 Authentication]]
* [[QPR_ProcessAnalyzer_Version_Compatibility|QPR ProcessAnalyzer Version Compatibility]]
* [[QPR ProcessAnalyzer Security Hardening|Security Hardening]]
* [[QPR Software Products Architecture|QPR Software Products Architecture]]
* [[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 ===
=== Administrating System ===
<div style="float:left; width:100%;">
* [[Roles and Permissions|User Permissions General Information]]
* [[Installing QPR ProcessAnalyzer Server|New Installation for QPR ProcessAnalyzer Server]]
* [[Manage Users and Groups|Manage Users dialog]]
* [[Installing_QPR_ProcessAnalyzer_Server#Setting_Up_Scripting_Sandbox|Setting Up Scripting Environment]]
* [[PA_Configuration_database_table|Configuration Table in Database]]
* [[Installing_QPR_ProcessAnalyzer_Server#Updating_QPR_ProcessAnalyzer_Server_to_Newer_Version|Upgrading Existing QPR ProcessAnalyzer Server]]
* [[QPR ProcessAnalyzer Logs|Logs for Audit Trail and Troubleshooting]]
* [[Installing_QPR_ProcessAnalyzer_Excel_Client|Installing QPR ProcessAnalyzer Excel Client]]
* [[Memory Management Settings|Memory Management Settings]]
* To install QPR UI, follow the [[QPR_UI_Wiki#Installation and Administration|QPR UI installation documentation]]
</div>
</div>
</td>
<td style="border:1px solid #dfdfdf; padding:0 1em 1.5em 1.5em; background-color:#F7FAFC; width:33%; vertical-align:top;">
=== Configuring ===
<div style="float:left; width:100%;">
* [[Web.config_file_in_QPR_ProcessAnalyzer|Web.config File Settings]]
* [[PA_Configuration_database_table_in_QPR_ProcessAnalyzer|PA_Configuration Database Table Settings]]
* [[LDAP/AD_Authentication_in_QPR_ProcessAnalyzer_Server|AD/LDAP Authentication]]
* [[QPR ProcessAnalyzer Model JSON Settings|Model Settings]]
</div>
</div>
</td>
</tr>
</table>


== Agreements ==
== Agreements ==
Line 154: Line 148:


__NOTOC__
__NOTOC__
[[Category: QPR ProcessAnalyzer]]

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.