Extend the client configuration

PPM provides a transport container that contains a package with all customizing elements required for calculating the process conformance.

Import the transport container

Before you can further customize the conformance check for your PPM client, you must import the transport container. The required elements are added to the client configuration. This includes special conformance dimensions, measures and attributes.

The conformanceCheck.zip transport file is located in the PPM installation directory.

<PPM installation>\ppm\server\bin\work\data_ppm\samples\conformance\transport_container\

For details on how to import a transport container and update the PPM client configuration, see chapter Transport container.

If there is a naming collision between keywords in the transport package with existing customizing, you must manually adjust the naming using CTK. Note that keywords from the transport container should not be changed unless there is a collision. The natural language names that are presented in graphical user interfaces can be changed.

Prerequisites

PPM Client customizing

The transport container provides the Conformance rate measure calculated on the process instances and the Conformance issue relation that contains detailed information about why process instances were considered conformant respectively non-conformant.

The Conformance issue relation consists of a source object dimension Preceding function, a target object dimension Non-conforming function, a single level text dimension Conformance issue type containing a keyword for the issue type, and a measure Number of conformance issues that counts issues within a process instance.

The transport container does not contain any assignments of measures or dimensions to the process tree. You can manually assign them in the Processes/Process tree module in CTK. You must assign them as follows to ensure that process analysis and relation analysis perform correctly.

The dimensions Non-conforming function and Preceding function are automatically assigned as relation analysis dimensions. You should not assign them as process analysis dimensions.

You can assign these elements specifically to those process tree nodes for which you intend to import reference models. This requires customizing updates whenever a model is to be used for a new process type.

Alternatively, you can assign them to a higher level in the process tree or even to the root. This makes the measures and dimensions visible even when no model is available (but generates additional warnings during import).

If you only need the conformance rate without detailed information about the reasons for non-conformance, you can also use the process level elements from the transport container and leave out the relation elements.

Process instances for which conformance cannot be calculated do not provide any value for the Conformance rate measure. The measure is based on an attribute calculated by a new attribute calculator class. For details on the calculation class and the new relation calculator, see the documentation PPM Customizing.