Set configurations

This chapter provides you with an overview of the most important steps in configuring your client's process analysis. CTK provides you with all the setting options you need in the individual modules.

Detailed information on configuring Data analytics and Cross analytics for a client is available in the PPM Data analytics manual.

To ensure your client configuration is consistent, you should proceed in a certain order. For example, you need to define measures and dimensions before you can then assign them to particular process types in the process tree.

Incorrect settings are displayed in color. Additional information is available in a tooltip, which you display by moving the mouse pointer over the corresponding field.

The schematic illustration below shows the interdependency of individual configuration items.

Example: Interdependency of configuration items

ctk_dependency_items

Because of the interdependency between the individual items, we recommend configuring your client in the following order.

  1. Set interface language

    You can select the required interface languages in the Interface language component of the Attributes module.

  2. Define data types

    You create and edit data types in the Data types component of the Attributes module.

  3. Define attributes

    You create attributes and attribute groups in the corresponding components of the Attributes module. If necessary, define new attribute groups first and you can then assign individual attributes to them.

  4. Set process merge

    You can set the rules for the process merge in the Process merge module.

  5. Define attribute calculation

    You define the attribute calculation in the Calculated attributes component of the Measures and dimensions module, based on calculation classes or calculation rules.

  6. Define measures and dimensions

    You create measure and dimension groups in the corresponding components of the Measures and dimensions module and assign particular measures or dimensions to them.

  7. Define process types

    In the Processes module, you assign new process types to the process tree based on typification rules.

  8. Set process tree

    You edit the process tree in the Processes module, e.g., by assigning particular measures and dimensions to individual process types.

Your settings are saved in the configuration files of the respective clients under <installation directory>\ppmmashzone\server\bin\work\data_ppm\custom\<client>\xml.

You edit the configuration files of the client in the Properties components of the Client module.

See also

Client configuration files