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
2. Click Options > Context > Create PPM context in the dashboard main menu. The Create PPM context wizard opens.
3. Select an available PPM connection in 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 to connect to the PPM client server.
a. Enable the Single Sign-On option to log in to 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 setting 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 provided.
7. Select the processes to be analysed in MashZone NextGen in 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 select various measures and dimensions are provided for selection. See step 8.
8. Select the relation to be analysed in MashZone NextGen in 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 analysed in MashZone NextGen.
The measures and dimensions provided depend on then process type you have selected. See step 6. 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, measure and dimensions, the corresponding data columns are created in the PPM context. You can now use the context as data source for your dashboard components.
11. Click Next to edit manually the data columns of the context.
12. Enter a term in the Search field to filter the data columns list.
13. Add a new data column to the PPM context.
a. Click +Add.
b. Select the data column type, that is, measure or dimension, in the Type drop-down menu.
c. Select a measure or dimension in 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. Make 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 Create PPM context 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 sources to dashboard components.