MashZone NextGen 10.2 | Use dashboards | Configure dashboard components | Use the PPM context | Create a PPM context
 
Create a PPM context
You can create a PPM context for your dashboard components.
Prerequisites
*A PPM connection has been created for each PPM system to be used in MashZone NextGen.
*The appropriate PPM client server must be running to connect to PPM. See the PPM documentation PPM Installation for details.
You can create a PPM context for a new dashboard or for an already existing dashboard. The PPM context is automatically assigned to all new components in the dashboard as a data source. Components that have already been inserted in the dashboard retain their assigned data sources.
Procedure
1. Create a dashboard or open a dashboard in the dashboard editor.
2. Click Options > Context > Create PPM context on the dashboard main menu. The Create PPM 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 MashZone NextGen. See Manage PPM Connections 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.
a. Enable the Single Sign-On option to log in to the PPM client server via single sign-on (SSO) using your current MashZone NextGen credentials.
b. Enable the 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.
Only the languages specified for the PPM client of the selected PPM connection are available.
7. Select the processes to be analyzed in MashZone NextGen 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 in MashZone NextGen from the Relation drop-down menu.
The menu provides the relations specified for the PPM client of the selected PPM connection.
9. Select the measures and dimensions to be analyzed in MashZone NextGen.
The measures and dimensions provided depend on the process type you have selected. By default all available measures and dimensions are preselected.
a. Click Measures and select the measures required.
b. Click Dimensions and select the dimensions required.
10. Click OK to exit the Create PPM context wizard.
Your settings are applied. For each element selected, for example, measures and dimensions, the corresponding data columns are created in the PPM context. You can now use the context as a data source for your dashboard components.
11. Click Next to manually edit the data columns of the context.
12. Enter a term in the Search field to filter the data columns list.
13. If required, you can add a new data column to the PPM context.
a. Click +Add.
b. Select the data column type, that is, measure or dimension, from the Type drop-down menu.
c. Select a measure or dimension from the Measure or Dimension drop-down menu.
d. Enter a column name.
e. Click Add.
The new data column is created.
14. Click the Edit icon to change the settings of a data column. Modify your settings and click Change.
Besides the type, all other properties can be changed.
15. 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.
16. Click the Delete icon to delete a data column from the PPM context.
17. Click OK to exit the wizard.
Your settings are applied.
The data columns are added to the PPM context and can now be assigned as data source columns. See Assign data columns to PPM context-based components.
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