Contents

 
PPM Compendium
PPM Process Analysis Quick Start Guide
Text conventions
General
PPM demo database
Introduction to Process Performance Manager
Key terms
Process intelligence
Business process
Event-driven process chain (EPC)
Process instance
Process type
Measure
Dimension
Filter
Planned value
Query
Favorite
Start the PPM user interface
Analyze processes
Display favorites
Save analyses
Display analysis as a chart
Display measure values and legend in the chart
Display planned values
Set filter
Replace dimension
Set step width
Add dimension
Change analysis view
Display process instance distribution
Display process instances
Compare processes
General handling
Quick-start an analysis
Adapt user interface
Move views
Swap views
Adjust view size
Move bars
Combine bars
Show and hide bars
Adjust bar size
Change tab order
Restore bar positions
Quickly find entries in lists and tree structures
PPM Data Analytics
Text conventions
General
Introduction
Tables
Associations
Analysis realm
Configure Data analytics
Open the Data analytics view of a client
Create a data connection
Create an analysis realm
Configure an analysis realm
Add tables
Define keys
Link tables
Define partial data extraction
Configure Cross analytics
Add process tables
Import analysis realms
Overwrite analysis realm configuration
Reinitialize analysis realm in analysis server
Replace analysis realm configuration
Import data
Delete data
Delete table data
Appendix
Query logic
Query structure
Data filtering
Iteration
Aggregation
Combination of iteration and aggregation
Cross analytics
Restrictions and special cases
Missing links
Missing values
Loops
Self-reference
Values without assignment
Split text dimension data
Time dimensions with different accuracies
Directory and file structure
Configuration versioning
Data versioning
Import and export of configurations
Export mode
Import mode
-replace parameter
-overwrite parameter
Data import
Persistence
runtableimport.bat
Formats supported
Number ranges supported
Troubleshooting after data import was canceled
Save and restore data
Delete analysis realm and table data
Reinitialize analysis server
Reinitialize an individual analysis realm
Reinitialize entire analysis server
Automatically reinitialize analysis realm
XML configuration of analysis realms and data import
Document type definition (DTD)
Configuration elements
tables
associations
criterion-definitions
Example
Data sources
XML event format
Data format transformation
datasource.dtd extension
Example: The 'timestamp' transformation type
Standard deviation and percentiles
PPM Advanced Analysis
Text conventions
General
Report automations
Define and manage report automations
Export and import individual configurations
Export and import overall configuration
Export configuration
Import configuration
Run report automations
Call runppmreport
EPC templates
Configuration
Planned values
Authorization and visibility privileges
Planned value definitions
Planned value definitions for process instance-independent measures
Identification of the displayed planned value
PPM Operation Guide
Text conventions
General
IT service and application management
Early alert system in case of memory shortage
Memory monitoring
System messages
Configuration
Workload monitoring
Maintenance concept
System update
Data archiving
Restore
High availability systems
Support desk management concept
Third-party software
Performance aspects
Administration
Cloud Agent
System status
Configuration
System messages
PPM system messages
Overview
System messages (log output)
Audit messages (audit logging)
Command line programs
Globalization
Job automation
Accessibility
SSO integration
Configure parameters
SAML2 connection
Kerberos
Security aspects
Safe communication channels
Load balancer
Integrate SSL certificate
Further security measures for load balancer
PPM server
Generate and sign an SSL keystore
Configure PPM for SSL
Security measures for the server system
Command line programs
Common arguments
runinitdb
runppmanalytics
runppmanalytics arguments
runppmconfig
The runppmconfig argument
Export the system configuration
Import and export of user data
Import and export of favorites
runppmcpi
The runppmcpi argument
runppmimport
The runppmimport argument
Recalculation
runprocessimport
runprocessimport arguments
Import settings
Import logging
Import multiple data sources
runppmcompress
The runppmcompress argument
runppmdelete
The runppmdelete argument
runppmadmin
The runppmadmin argument
runppmsendmail
The runppmsendmail argument
runtableimport
Frequently asked questions
System integration
Database connection
SAP-2-PPM Process Extractor
Using Content Packages
System administration
PPM command line programs: Log output
Inconsistent data pools
PPM Database Systems
Text conventions
General
PPM database schema
Measure and dimension names
Database tables
PPM and database interaction
PPM server access to the database
Connection to the database
Database user
Database objects
Handling of NULL values
Transactions
Data import
Import fragments
Create process instances and calculate measures
Data analysis
Tablespaces
Tablespace types
Tablespace configuration
Supported database systems
Oracle
JDBC driver
Create a database user
Export and import a PPM database
Tablespace configuration
Oracle 12c
Oracle 11g
IBM DB2
JDBC driver
DB2 <version>
Create a database user
Export and import a PPM database
Tablespace configuration
DB2 <version>
Microsoft SQL Server
Create a database user
Export and import a PPM database
Tablespace configuration
Create a database
JDBC driver
Unicode support
Migration
Performance tuning
Overall performance
Hardware-related
Configuration-related
Import performance
PPM Customizing Toolkit User Guide
Text conventions
General
Introduction to PPM Customizing Toolkit
User interface
Functions
PPM client
Getting started
Step 1: Create client
Set client properties
Step 2: Configure data source
Create data source
Set database access parameters
Step 3: Configure and manage client using programs
Step 4: Automatically create documentation for your client
Configure the client
Set client properties
Set configurations
Check client configuration
Check calculation rules
Check dependent calculation rule
How a calculation works
Appendix
Transfer client
Job automation
Create a job automation
Transport container
Client directory structure
Client templates
base
sortmerge
predecessormerge
jdbc
organalysis
wm_bpms
natural_applications
wm_process
ppm4sd
ppm4mm
Data management and configuration programs
Data archiving
PPM Customizing
Text conventions
General
Overview
Configuration components
Command line programs
Methodological procedure
Configuration component hierarchy
Interface languages
User interface languages
Interface language for display of configuration elements
Using multi-byte character sets for configuration elements
Internal names
Attribute types and attribute type groups
Data types
Internal data types
User-defined data types
User-defined data types in multi-byte character sets
Definition of attribute types and attribute type groups
Definition of attribute types
Definition of attribute type groups
Configuration of attribute types and attribute type groups
Attribute type and attribute type group definition in multi-byte character sets
Process merge
Process hierarchies
Key rules
Process key rules
Hierarchy key rules
Shared fragment key rules
Merge key rules
Key-based merge
Merge based on sort order
Combining merge methods
Object key rules
Output behavior of messages
Configuration file
Process fragment merge
Merge mode "Replace"
Merge mode "Update"
Merge events
Parallel paths with multi-valued keys
Merge mode
Deleting shared fragments
Attribute copy rules
Anonymizing
Process typification
Create typification rules
Measure configuration
Process tree configuration
Prioritization
Typification rules in CTK
Definition of measures, dimensions, attribute calculations, and relations
Terminology
Measures
Process instance-dependent measures
Process instance-independent measures (PIKIs)
Dimensions
Definition of measures
Definition of standard measures
Formatting measure values
Definition of process cost measures
Measure definition in multi-byte character sets
Definition of cardinality measures
Definition of process instance-independent measures
Usage (type) of a data series
Dimension reference
Definition of process instance-independent measures in multi-byte character sets
Configuration import
Data series migration
Additional information: User-defined measures based on process instance-independent measures
Definition of measure groups
Visible measure groups
Group of invisible measures
Definition of dimensions
Definition of dimension groups
Text dimensions
General XML structure
One-level dimension
Two-level dimension
N-level dimension
Configuration
One-level dimensions
Two-level dimensions
N-level dimensions
Import dimension values
Floating point dimensions
Time dimensions
Time dimensions with dimension table
Incube time dimensions
Time dimensions for the Early alert system
Special feature for calculation of critical time attributes
Time range dimensions
Time of day dimensions
Search dimensions
Shared function dimension
Using organizational units as dimensions
Definition of data access dimensions
Using data access dimensions
Definition of attribute calculations
Calculation classes
Log output for calculation classes
Time measures
Function measures
Process measures
Frequency measures
Function measures
Process measures
Process cost rates
More process measures
Environmentally relevant calculations
Relation measures
Convert time spans in milliseconds
Mark as large EPC
Operands
Set of values (XML element attribute)
Values (XML element filteredattribute)
Constants (XML element constant)
Determining attribute values
Attribute values without object reference
Attribute values with object reference
Conditional attribute type access
Operators
Mathematic operators
Operators resulting in a set of values
Operators producing a value
Logical operators
Conditional operator
String operators
Time operators
Conditional attribute type calculation
Nesting of operators
Calculation functions
Change the attribute type
Summary
Example attribute calculations
Special features of attribute calculation
AT_INTERNAL_NO_CUBE_ENTRY function attribute
Process tree definition
Registration of measures and dimensions at the PPM system
Register measure
Register relation measure
Register measures and dimensions of process instance-independent data series
Special case: Register referenced dimensions
Register dimension
Register reference dimension
Register relation dimension
Automatic process tree expansion
Manual process tree expansion
Definition of process tree in multi-byte character sets
Relations
Definition of relations
Reference dimensions
Definition of relation calculations
Definition of relation measures
Definition of relation and organizational dimensions
Change aggregation behavior
Configure the internal aggregation attribute
Assign aggregation values
System connections
SAP transactions
Software requirements
Privileges in the SAP system
Transaction call
Configuration
Configuration examples
Explanations regarding the DTD
PPM Data Import
Text conventions
General
XML
What is XML?
Structure of an XML document
XML data import
Graph format
Object types
Connections
Relations (optional)
Guidelines for the graph structure
Attributes
XML example graph
System event format
Definition of process fragments
Definition of mapping
Definition of process fragment mapping
Definition of attribute mapping
Attribute transformations
Time stamp transformations
Floating point number transformation
Organizational units
Special case of attribute mapping
Create fragment definitions in ARIS
Modeling the overall process
Modeling the process fragment definitions
Format of system event file
Run the ARIS report
Generating the XML output file
Summary
Data formats
Special characters in XML documents
Generating the process instance fragments
Extending the attribute configuration
Specify the data type of unknown attributes
Extending the mapping configuration
Multi-valued system event attributes
Direct import of process attributes
Special case of scaled system
Archiving of XML import files
runxmlimport command line program
runxmlimport arguments
Import multiple data sources
Re-importing the same data
Graph format
System event format
Import of process instance-independent data
Process instance-independent measures
Data import formats
XML format
CSV format
XLS format
Data reimport
Export of values of process instance-independent data series
Deletion of values of process instance-independent data series
runpikidata command line program
Dimension values
XML format
CSV format
Default and replacement values
Data reimport
Delete dimension values
rundimdata command line program
Data analytics
How to handle large EPCs
Import large EPCs
Delete large EPCs
Appendix
Design of a Process Warehouse
Generate process fragments
Merge process fragments
Copying the process instance attributes
Making organizational units anonymous
Typify processes
Calculate measures
Checking planned values
PPM Process Extractors
Text conventions
General
XML
What is XML?
Structure of an XML document
PPM and XML
Overview
Data extraction
Data import
PPM Process Extractor SAP-2-PPM
Architecture
R/3 system configuration
R3 table configuration (system event specification)
Global meta data
Sort system events
Add up values of a field
Extract multi-valued fields
Concatenate new attribute values from extracted attribute values
Link tables
Comparison of foreign key relations
Extraction using conditions
Condition operators
Complex conditions
Extract database fields
Example: XML configuration and output file
Table configuration
XML output file (PPM system event format)
Block extraction
Block extraction of large data volumes
Extract change documents
Create source system events from individual changes
Extract system events including changes
Extract the first change document of a table field
Extract the last change document of a table field
Extract the last change document from multiple table fields
Extract the first or last line in a sorting
Create attributes with inverted date
Multiplication of system events in tables
Extract fields of individual tables for Data analytics
Restrict data extraction
Command line program
Command line program arguments
General arguments
Source system-specific arguments
Output file-specific arguments
Continuous automated extraction
Extract multiple data sources
PPM Process Extractor JDBC-2-PPM
Architecture
JDBC system configuration
JDBC table configuration
Table access configuration
Global meta data
Sort system events
Extraction using conditions
Condition operators
Complex conditions
Extract database fields
Handling of NULL values
Extract multi-valued fields
Table access configuration
Example: XML configuration and output file
Table configuration
XML output file (PPM system event format)
Block extraction
Extract the first or last line in a sorting
Extract the first or last row using a time stamp
Multiplication of system events in tables
Extract fields of individual tables for Data analytics
Restrict data extraction
Command line program
Command line program arguments
General arguments
Source database specific arguments
Output file-specific arguments
Continuous automated extraction
Extract multiple data sources
Appendix
Supported data types
Special characters and capitalization
Special case: Schema and table name
PPM Process Extractor CSV-2-PPM
CSV
Architecture
CSV reader and CSV system event generator
Example 1: Complete header
Example 2: Header with missing column heading
Example 3: Header with several missing column headings
Example 4: No header
CSV configuration
CSV configuration extension
Command line program
Command line program arguments
General arguments
CSV-specific arguments
Output file-specific arguments
Extract multiple data sources
PPM Process Extractor Universal Messaging-2-PPM
Architecture
Universal Messaging system configuration
Conversion of Universal Messaging EDA events
Universal Messaging EDA events
Conversion into a PPM event
Header data
Payload
Command line program
Command line program arguments
General arguments
Source system-specific arguments
Output file-specific arguments
Continuous automated extraction
Extract multiple data sources
Functionalities of all extractors
Attribute transformation
Operations
unmask
trim
concat
substring
if_then_else
set_with_default
integer_plus
integer_minus
string_equal
string_in
boolean_not
boolean_and
boolean_or
exists
get_null
getCurrentTimestamp
Example of attribute transformation
Data source
Configuration of multiple output files
Configuration of an offset extraction in terms of time or value
XML output file (formats)
PPM system event format
PIKIDATA format
DIMDATA format
PPM Process Extractor SAP-2-PPM
Text conventions
General
Functioning and requirements
Requirements of SAP source systems
SAP transport request
Architecture
Data extraction
Connection parameters
SAP event specification
Extraction process
Requirements for R/3 source systems
R/3 access
R/3 function modules
R/3 user
R/3 table indices
Initializing a number range
Check installation using PPM Customizing Toolkit
PPM Content Package for SAP MM
Text conventions
General
Overview
Data extraction
Data import (Example: XML import in PPM system event format)
Installation
Install PPM Content Package for SAP MM
Install PPM clients
Create table indices
Data extraction and import
Data extraction
Data import
Individual adjustments
Appendix
Processes contained
Measures and dimensions contained
"PO amount in base unit" measure
Documentation
PPM Content Package for SAP SD
Text conventions
General
Overview
Data extraction
Data import (Example: XML import in PPM system event format)
Installation
Install PPM Content Package for SAP SD
Install PPM clients
Create table indices
Data extraction and import
Data extraction
Data import
Individual adjustments
Appendix
Data sources included
ACCOUNTING
BILLING
BILLING_ACCOUNTING_HIER
CLEARING
DELIVERY
DELIVERY_HEADER_CHANGES
DELIVERY_SHIPMENT_HIER
GOODS_RECEIPT_PO
MATERIAL_DOCUMENT
PICK_ORDER
PURCHASE_ORDER_DELIVERY
SALES
SALES_ITEM_HEADER_CHANGES
SALES_HEADER
SALES_ITEM_DELETED
SALES_ITEM_CHANGES
SHIPMENT
SHIPMENT_HEADER_CHANGES
WM_TRANSFER_ORDER
Processes contained
Measures and dimensions contained
Process measures
Function measures
Process dimensions
Function dimensions
"PO amount in base unit" measure
Documentation
PPM Installation Guide
Text conventions
General
Hardware and software requirements
Infrastructure components
Apache ZooKeeper
Load balancer
Cloud Agent
Cloud Controller
Central user management
Notes on installation
Process Performance Manager
PPM Customizing Toolkit
PPM Process Extractor SAP-2-PPM
Installation under Windows
Start installation
SSL and proxy settings
Select product group
Select installation folder and identify computer
Select products
Accept license terms
Configure Platform Manager
Configure system
Configure PPM Analysis GUI
Finish installation
Installation under Linux
Procedure after installation
System update
PPM
Install database drivers
Import license
Create client
Basic settings
Server settings
Language and e-mail settings
Database settings
Program integrations
Dashboard settings
Create demo database
Create settings files
Set server
Set database connection
Set PPM query interfaces
Initialize demo database and import data
Import Data analytics demo data
Transfer client
Start PPM
Start infrastructure and PPM components
Start the PPM user interface
Use users in PPM
Use user groups in PPM
Adapt date format to British English language area
MashZone
Import license
Install PPM demo dashboard
Start MashZone
Migrate MashZone 2.3 to MashZone 9.9
Performance Dashboard
Launch Performance Dashboard
Support of other font families
Uninstall applications
PPM Migration 5.x to 9.9
Text conventions
General
Before migration
Back up the existing system
Perform migration
Select clients
Create custom directory
Specify server settings
Specify language and e-mail settings
Specify database settings
Set up webMethods connection
Specify Performance Dashboard settings
Complete the migration
Procedure after conversion (PPM 9.9)
Appendix
Perform manual migration
Overview
Create client
Migrate client customizing
Transfer customizing directory without changes
Migrate the "xml" directory
Migrate the "bat" directory
Migrate the "config" directory
Migrate the "patch" directory
Migrate program parameters
Migrate client settings
Convert PPM database
Converter test run
Start the converter
Migrate user management
Migrate the internal PPM user management (for each client)
Migrate UMC user management (for each PPM installation)
Migrate report definitions
Migrate Management views
Migrate Performance Dashboards
Migrate assets
Migrate measures documentation
Procedure after conversion (PPM 9.9)
PPM Migration 9.x to 9.9
Text conventions
General
Before migration
Back up the existing system
Back up user data
Back up user management configuration
Clients based on the "wm_process" template
Perform migration
Select clients
Create custom directory
Specify server settings
Specify language and e-mail settings
Specify database settings
Set up webMethods connection
Specify Performance Dashboard settings
Complete the migration
Clients based on the "wm_process" template
Procedure after conversion (PPM 9.9)
Appendix
Perform manual migration
Overview
Clients based on the "wm_process" template
Create client
Migrate client customizing
Transfer "custom" directory without changes
Migrate the "xml" directory
Migrate the "bat" directory
Migrate the "config" directory
Migrate the "patch" directory
Migrate the "automation" directory
Migrate client settings
Convert PPM database
Converter test run
Start the converter
Migrate recovery files
Migrate user management
Migrate custom SSO
Migrate report definitions
Migrate Management views
Migrate Performance Dashboards
Migrate assets
Migrate measures documentation
Job automation
Clients based on the "wm_process" template
Procedure after conversion (PPM 9.9)
Enable standard deviation for Data analytics
ARIS Interface
Text conventions
General
Business process management
Procedure (taking ARIS Architect as an example)
Export from PPM
Import into ARIS Architect
EPC format in PPM
The EPC model type
Objects and connections
Aggregating process instances
Aggregation process
Identity criteria
Equality of functions
Equality of events
Equality of organizational units
Equality of connections
Equality of rules
Equality of attributes
Attribute calculation during the aggregation process
Configure the ARIS product interface
Object definition and attribute type mapping
Object type transformation
Object symbol transformation
Connection type transformation
Attribute type transformation
Transformation rules
Customize the ARIS product interface
Performance Dashboard
Text conventions
General
Introduction to Performance Dashboard
Key terms
Measure
Dimension
Filter
Planned value
Query
Favorite
Use Performance Dashboard
Launch Performance Dashboard
Log in to Performance Dashboard
Display Performance Dashboards
Set language
Structure of a Performance Dashboard
Display menu items
Set filter
Navigate in Performance Dashboards
Structure of detail view
Display query details
Display assignments
Structure of compact view
Measures and performance indicators
Extending the Performance Dashboard
Launch Dashboard Builder
Add a measure query
Adapt an aggregation
Add a process
Add an aggregation
Add a process group
Configure a Performance Dashboard
Performance Dashboard configuration file (*_conf.xml)
Set global filters
Multi-level dimensions
Manage dashboard users
Adapt the dashboard layout
Adapt the representation of dashboard items
Adapt the representation of the dashboard interface
Create a Performance Dashboard
Create the dashboard definition file *_def.xml
Create dashboard using ARIS
Prerequisites
Install Performance Dashboard
Install demo databases
Create an ARIS model
Install the method filter
Model an ARIS model
Specify attributes
Run the ARIS report
Advanced ARIS report settings
Favorites in the Performance Dashboard definition file
Create using Dashboard Builder
Create a Performance Dashboard
Create main process groups
Set language
Add processes
Add measure queries
Assign a process group
Set the compact view
Create the dashboard configuration file *_conf.xml
Create a dashboard style file *_styles.xml
General style definition
Specific style definition
Configure PPM for Performance Dashboard
Create PPM configuration files
Set Performance Dashboard items in PPM
Set planned values
Create favorite
Call up Performance Dashboards in PPM
Integrate Management views
Flex-based Management view
Configure Management views
Configuration file *_conf.xml
Style definition *_styles.xml
Object-based interface
Integrate global filter components
Interactive filters between MV components
Use dashboard filters
Set filters using JavaScript
Change favorites
Hyperlinks in tables
Display file-based images in MV components
Display the date of the last data import
Display bitmap size
Query filters using JavaScript
Procedural interface
Integrate global filter components
Interactive filters between MV components
Use dashboard filters
Transfer of filter values
Filter parameters
One-level dimensions
Two-level dimensions
Floating point dimensions and measures
Time dimensions
General handling
Transfer an Performance Cockpit
Adapt the login page
Adapt default languages
Process group bar
Using Dashboard Builder
Toolbar
Name and description bar
Size and style bar
Processes bar
Queries bar
Query settings bar
Favorites settings bar
Links bar
Dashboard bar
Global settings bar
Compact view bar
Reversing changes in Dashboard Builder
Dashboard URL queries
Dashboard programming interface
Change password via URL
Appendix
Advanced configuration of Performance Dashboards in PPM
Set user-defined measures
Manage Performance Dashboard users
Data access dimensions
Command line programs
runcockpitcreator.bat arguments
Import dashboard configuration files into PPM
Register Performance Dashboard in PPM
Configure jump target (process analysis)
Modeling conventions for ARIS Design Platform
Model type
Objects
Functions
Measure instances
Shared object attributes
Attribute conventions
Attribute names
Attribute mapping
XML elements in the dashboard configuration file *_conf.xml
<connection> XML element
Password encryption
runpassencryptor.bat arguments
<userlist> XML element
<filterlist> XML element
Performance Dashboard call parameters
Call by URL
The 'pcdef' parameter (optional)
The 'path' parameter (optional)
The 'user' parameter (optional)
The 'password' parameter (optional)
The 'pwtoken' parameter (optional)
The 'language' parameter (optional)
The 'modelguid' parameter (optional)
JavaScript parameters
Web application configuration files
The web.xml file
The settings.properties file
The log4j.properties file
Data communication
Bitmap-based Management view
Specifying the minimum size of bitmap charts
Use Performance Dashboard
Call up Performance Dashboard
Log in to Performance Dashboard
Display the dashboard list
Manage the Performance Dashboard cache
ARIS Optimizer as the source system
PPM as the source system
Query interface (query API)
Submitting a query
Query parameters
Supported favorite types
Set filter
URL query
Coding
Authentication
Logout
SOAP Web service
WSDL
Authentication
Coding
Output formats
XML data stream
Query favorites
HTML table
Display analysis results as an image
Examples
JavaScript (http query)
PPM Six Sigma
Text conventions
General
Prerequisites
Introduction to Six Sigma
PPM Six Sigma
Use case - Six Sigma
Project phase - Measure processes
Process view
Speedometer chart
Project phase - Analyze processes
Distribution chart
Process mining
Outlier analysis
EPC benchmark
Evaluating PPM data in Minitab®
Assign a Minitab® macro to the PPM analysis
Process capability analysis
Using a Minitab® measure in PPM
Project phase - Control processes
Time series chart
Control chart
Display evaluations in dashboards
Use Minitab® in PPM
Configure the Minitab® connection
Configure data for Minitab®
Call up Minitab® from PPM
Use Minitab® macros in PPM
Run Minitab® from the command line
Display Minitab® evaluations in dashboards
Configure Minitab® measures
Minitab® evaluations in Management views
Appendix
Minitab® file
Record Minitab® macros
Minitab® macro requirements
Restrictions for table content
Legal notes
Index