QPR ProcessAnalyzer Wiki: Difference between revisions

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.

Getting Started

Working with 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.

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-<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>
 == 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 270px;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;">
-=== Using QPR ProcessAnalyzer ===
+=== Getting Started ===
-* [[Introduction to QPR ProcessAnalyzer]]
+* [[Getting Started with QPR ProcessAnalyzer]]
-* [[Process_Mining_Concept|Process Mining Concepts and Terms]]
+* [[Introduction to Process Mining|Introduction to Process Mining]]
-* [[QPR ProcessAnalyzer Use Cases|Real Life Use Cases]]
+* [[Process_Mining_Concepts|Process Mining Concepts]]
-* [[QPR ProcessAnalyzer UI|QPR ProcessAnalyzer UI]]
+* [[Languages and Localization|Language and Localization Settings]]
-* [[QPR ProcessAnalyzer Presentation Object (PAPO)|QPR ProcessAnalyzer Dashboards]]
+* [[Navigation_Menu|Navigation Menu Functions]]
-* [[QPR ProcessAnalyzer Presentation Object Variables|QPR ProcessAnalyzer Variables]]
+* [[Online_Learning_Platform|Online Learning Platform]]
-* [[QPR ProcessAnalyzer Certification]]
+* [[QPR TaskRecorder]]
+</div>
+<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;">
-=== Process Mining Analyses and Visualizations ===
+=== Analyses and Visualizations ===
 <div style="float:left; width:50%;">
-* [[Case_Analysis (PAPO)|Case Analysis]]
+* [[Process Flowchart|Process Flowchart]]
-* [[QPR_ProcessAnalyzer_-_ChartView|ChartView]]
+* [[QPR ProcessAnalyzer Chart|Chart]] / [[Big Data Chart|Big Data Chart]]
-* [[QPR_ProcessAnalyzer_-_Clustering_Analysis_View|Clustering Analysis]]
+** [[QPR ProcessAnalyzer Graphs|Graphs]]
-* [[QPR_ProcessAnalyzer_-_Conformance_Analysis_View|Conformance Analysis]]
+** [[QPR_ProcessAnalyzer_Table|Table]]
-* [[Duration_Analysis (PAPO)|Duration Analysis]]
+** [[QPR_ProcessAnalyzer_Pivot_Table|Pivot Table]]
-* [[Event_Analysis (PAPO)|Event Analysis]]
+** [[QPR_ProcessAnalyzer_KPI_Card|KPI Card]]
-* [[Event_Type_Analysis (PAPO)|Event Type Analysis]]
+** [[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 (PAPO)|Flowchart Analysis]]
+* [[Root Causes|Root Causes Analysis]]
-* [[Flowchart_Influence_Analysis (PAPO)|Flowchart Influence Analysis]]
+* [[Clustering Analysis|Clustering Analysis]]
-* [[Influence_Analysis_for_Case_Attributes (PAPO)|Influence Analysis for Case Attributes]]
+* [[Conformance Analysis|Conformance Analysis]]
-* [[KPI Analysis (PAPO)|KPI Analysis]]
+* [[Design Diagram|Design Diagram]] / [[QPR ProcessAnalyzer BPMN Editor|BPMN Editor]]
-* [[Profiling_Case_Analysis (PAPO)|Profiling Case Analysis]]
+* [[Gantt_Chart|Gantt Chart]]
-* [[Profiling_Event_Analysis (PAPO)|Profiling Event Analysis]]
+* [[Sankey_Chart|Sankey Chart]]
-* [[Variation_Analysis (PAPO)|Variation Analysis]]
+* [[Label and Link]]
+* [[Image|Image]]
+* [[Filter_Selectors|Filter Selectors]] / [[Dropdown_List_Selector|Dropdown List Selector]]
 </div>
 </div>
-<div style="flex: 1 0 240px;border:1px solid #dfdfdf;padding:0 1em 1em 1.5em;background-color:#F7FAFC;margin:10px 0px 0px 10px;">
-=== QPR ProcessAnalyzer Excel Client ===
-* [[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>
-== 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.
 <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;">
-=== Expression Language ===
+=== Expression Language Reference ===
-* [[QPR ProcessAnalyzer Expression Analysis|QPR ProcessAnalyzer Expressions]]
+* [[SQL_Expressions|SQL Expressions for Snowflake]]
-* [[QPR_ProcessAnalyzer_Expressions|Introduction to Expression Language]]
+* In-memory expressions: [[QPR_ProcessAnalyzer_Expressions|Basic Syntax and Operations]] / [[Generic Functions in QPR ProcessAnalyzer|Generic Functions]]
-* [[QPR_ProcessAnalyzer_Objects_in_Expression_Language|QPR ProcessAnalyzer Objects]] ([[QPR_ProcessAnalyzer_Objects_in_Expression_Language#AttributeType|AttributeType]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Case|Case]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Event|Event]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#EventLog|EventLog]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#EventType|EventType]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#Flow|Flow]], [[QPR_ProcessAnalyzer_Objects_in_Expression_Language#FlowOccurrence|FlowOccurrence]], [[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]], [[QPR_ProcessAnalyzer_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]])
-* [[Generic_Objects_in_Expression_Language|Generic Objects]] ([[Generic_Objects_in_Expression_Language#Array|Array]], [[Generic_Objects_in_Expression_Language#DateTime|DateTime]], [[Generic_Objects_in_Expression_Language#Dictionary|Dictionary]], [[Generic_Objects_in_Expression_Language#String|String]], [[Generic_Objects_in_Expression_Language#TimeSpan|TimeSpan]])
+* [[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 Properties and Functions in QPR ProcessAnalyzer Expressions|Function and Properties]]
+* 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]])
-* [[Machine_Learning_Functions_in_Expression_Language|Machine Learning Functions]]
+* Tabular data ([[DataFrame in Expression Language|DataFrame]], [[SqlDataFrame in Expression Language|SqlDataFrame]],  [[DataFlow_in_Expression_Language|DataFlow]])
-* [[Conformance_Checking_in_QPR_ProcessAnalyzer|Conformance Checking using BPMN]]
+* [[Machine_Learning_Functions_in_Expression_Language|Machine Learning API]] / [[Conformance_Checking|Conformance Checking]]
-* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filtering Queries]]
+* [[Filtering_in_QPR_ProcessAnalyzer_Queries|Filter Rules JSON]]
-* [[QPR ProcessAnalyzer Datasource|QPR ProcessAnalyzer 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 ===
-* [[Project Workspace in QPR ProcessAnalyzer Excel Client|Manage Projects and Models]]
+* [[Creating Process Mining Model|Walkthrough: Creating Process Mining Model]]
-* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Attributes]]
+* [[Exporting_and_Importing_Data_in_QPR_ProcessAnalyzer|Importing Data from CSV, XES and PACM files]]
-* [[QPR ProcessAnalyzer Model Datasources|Model datasources]] ([[QPR ProcessAnalyzer Model Datasources#Loading Data from Datatables|datatables]], [[QPR ProcessAnalyzer Model Datasources#Loading Data from ODBC Datasource|ODBC]], [[QPR ProcessAnalyzer Model Datasources#Loading Data from Expression Datasource|expressions]])
+* [[Calculated Attributes in QPR ProcessAnalyzer|Calculated Case and Event Attributes]]
-* [[QPR ProcessAnalyzer Model JSON Settings#Automatic Loading on Server Startup|Automatic loading on server startup]]
+* [[Email Notifications|Email Notifications]]
-* [[QPR ProcessAnalyzer Model JSON Settings#Memory Usage Settings|Memory usage 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]])
-* [[QPR ProcessAnalyzer Model JSON Settings#Case Permissions|Case Permissions]]
+* [[Case Level Permissions|Case Level Permissions]]
-* [[Filtering_in_QPR_ProcessAnalyzer_Excel_Client|Administrate Filters]]
+* [[Automatic Model Loading on Server Startup|Keeping Models Always Available]]
-* [[Manage Users in QPR ProcessAnalyzer Excel Client|Manage Users and Groups]]
+* [[Event Ordering for Identical Timestamps|Event Ordering for Identical Timestamps]]
-* [[User Roles and Permissions in QPR ProcessAnalyzer|Permissions and Security Roles]]
+* [[Managing Time Zones and Local Time|Time Zones and Local Time]]
-* [[Exporting and Importing Models in QPR ProcessAnalyzer|Exporting and Importing Models]]
+* [[Best_Practices_for_Designing_Models|Best Practices for Designing Models]]
-* [[QPR ProcessAnalyzer Logs|Logs in QPR ProcessAnalyzer]]
+* [[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 Tables in QPR ProcessAnalyzer|Managing Data Tables]]
+* [[Managing Scripts|Managing Scripts in Workspace]]
-* [[Manage Scripts in QPR ProcessAnalyzer Excel Client|Managing Scripts]]
+* [[Datatable_Properties_Dialog|Managing Datatables in Workspace]]
-* [[Data Extraction, Transformation, and Loading|Introduction to ETL Scripting]]
+* [[SQL Scripting for ETL|Writing SQL Scripts]]
-* [[QPR ProcessAnalyzer Scripting Commands|Scripting Commands Reference]]
+* [[SQL Scripting Commands|SQL Scripting Commands Reference]]
-* [[QPR ProcessAnalyzer ScriptLauncher| ScriptLauncher]]
+* [[Storing Secrets for Scripts|Storing Secrets]]
-* [[QPR ProcessAnalyzer Web Service API|QPR ProcessAnalyzer Web Service API]]
+* [[QPR ProcessAnalyzer ScriptLauncher|Installing and using QPR ScriptLauncher]]
-* [[QPR ProcessAnalyzer ETL Tutorial | ETL Scripting Tutorial]]
+* [[Importing_Data_from_SAP|How to Import Data from SAP]]
-* [[Sample Files for QPR ProcessAnalyzer]]
+* [[Anonymize data|Anonymize data]]
+* [[Expression Script Examples|Expression Script Examples]]
+* [[QPR ProcessAnalyzer API|QPR ProcessAnalyzer REST API]]
+* [[Sample Eventlog Files|Sample Eventlogs]]
 </div>
 </div>
-== For Administrators ==
+== 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 Release Notes]]
+* [[QPR ProcessAnalyzer System Architecture|System Architecture]]
-* [[QPR_ProcessAnalyzer_Version_Compatibility|QPR ProcessAnalyzer Version Compatibility]]
+* [[User Session Management|User Session Management]]
-* [[QPR ProcessAnalyzer System Architecture]]
+* [[QPR ProcessAnalyzer Release Notes|QPR ProcessAnalyzer Release Notes]]
+* [[QPR_TaskRecorder_Release_Notes|QPR TaskRecorder Release Notes]]
 </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 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_ScriptLauncher|Installing QPR ProcessAnalyzer ScriptLauncher]]
+* [[QPR ProcessAnalyzer Security Hardening|Security Hardening]]
-* [[Installing_SAP_Connector|Installing SAP Connector]]
+* [[Activate_QPR_ProcessAnalyzer_using_ActivationUtility|Activation without Internet Connection]]
-* To install QPR UI, follow the [[QPR_UI_Wiki#Installation and Administration|QPR UI installation documentation]]
 </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 ===
-* [[Web.config_file_in_QPR_ProcessAnalyzer|Web.config File Settings]]
+* [[Roles and Permissions|User Permissions General Information]]
-* [[PA_Configuration_database_table_in_QPR_ProcessAnalyzer|PA_Configuration Database Table Settings]]
+* [[Manage Users and Groups|Manage Users dialog]]
-* [[Installing_QPR_ProcessAnalyzer_Server#IIS_Configuration|IIS Configuration]]
+* [[PA_Configuration_database_table|Configuration Table in Database]]
-* [[LDAP/AD_Authentication_in_QPR_ProcessAnalyzer_Server|AD/LDAP Authentication]]
+* [[QPR ProcessAnalyzer Logs|Logs for Audit Trail and Troubleshooting]]
-* [[QPR ProcessAnalyzer Model JSON Settings|Model Settings]]
+* [[Memory Management Settings|Memory Management Settings]]
-* [[QPR_ProcessAnalyzer_Client_Configuration|Client (Excel/ScriptLauncher) Settings]]
 </div>
 </div>