Create a Process Mining context

You can create a Process Mining context for a new dashboard or for an already existing dashboard. The Process Mining context is automatically assigned to all new widgets on the dashboard. Widgets that have already been inserted into the dashboard retain their assigned data sources.

Prerequisites

Procedure

  1. Create a dashboard or open a dashboard in the dashboard editor.

  2. Click Options > Process Mining > Create context in the dashboard main menu. The Create Process Mining context wizard opens.

  3. Select an available PPM connection from the PPM connection (alias) drop-down menu.

    The alias is the name of the PPM connection that contains the PPM client connection data defined in ARIS. See Configure PPM server for details. Only PPM connections for which you have the appropriate permissions are displayed.

  4. Specify the authentication details to connect to the PPM client server. Select one of the following options.

    1. Enable the Single Sign-On option to log in to the PPM client server via single sign-on (SSO) using your current ARIS credentials.

    2. Enable HTTP basic authentication and enter the required user name and password of a PPM user.

  5. Click Next.

    Your settings are applied.

  6. Select the language in which you want to display the PPM data from the Language drop-down menu.

    Only the languages specified for the PPM client of the selected PPM connection are available.

  7. Select the processes to be analyzed from the Process type drop-down menu.

    The menu provides the process types specified for the PPM client of the selected PPM connection. Depending on the process type you can select various measures and dimensions.

  8. Select the relation to be analyzed from the Relation for measures and dimensions drop-down menu.

    The menu provides the relations specified for the PPM client of the selected PPM connection.

    Based on the relation you selected, the corresponding measure and dimension are provided for the context-based widgets, except for the Function Flow widget (see step 9).

    For the Conformance check widget select Process and relation: 'Conformance issue'.

    By default, Process and Function is selected.

    Note that if you are using PPM in a version older than 10.5, the drop-down menu is not available.

  9. Select the relation to be analyzed from the Relation for Function Flow widget drop-down menu.

    The menu provides the relations available for the Function Flow widget that are specified for the PPM client of the selected PPM connection. Depending on the selected process type, you can choose between different relations.

    Based on the relation your selected, the corresponding measure and dimension are provided for the context-based Function Flow widget.

    By default, the Function follows relation is selected. If this relation is not available, the first suitable relation is selected. If no suitable relation is available for the selected process type, None is selected.

  10. Select the measures and dimensions to be analyzed.

    The measures and dimensions provided depend on the process type and relation you have selected. By default, all available measures and dimensions are preselected.

    1. Click Measures and select the required measures.

    2. Click Dimensions and select the required dimensions.

  11. Click OK to exit the Create Process Mining context wizard.

    Your settings are applied. For each selected element, for example, measures and dimensions, the corresponding data columns are created in the Process Mining context. You can now use the context as a data source for your widgets.

  12. Click Next to manually edit the data columns of the context.

  13. Enter a term in the Search field to filter the data columns list.

  14. If required, you can add a new data column to the Process Mining context.

    1. Click Add column.

    2. Select the data column type, that is, measure or dimension, from the Type drop-down menu.

    3. Select a measure or dimension from the Measure or Dimension drop-down menu.

    4. Enter a column name.

    5. Click Add.

      The new data column is added.

  15. Click the Edit icon to change the settings of a data column. Make your settings and click Change.

    Besides the type, all other properties can be changed.

  16. Click the Copy icon to create a new data column based on the copy of the selected one. You must change at least one property. Make your settings and click Add.

  17. Click the Delete icon to delete a data column from the Process Mining context.

  18. Click OK to exit the Create Process Mining context wizard.

Your settings are applied.

The data columns are added to the Process Mining context and can now be assigned as data source columns.