To monitor business data from your cases and workflows,
you can configure your own case and workflow data fields as measures
or dimensions for the Case Monitor project.
About this task
The following procedure is an overview of the tasks you must
follow to monitor the values of the data fields that you define.
Procedure
- Expose the case and workflow properties to the Case Analyzer store. For instructions
on exposing the case and workflow properties, see Manage
Case Analyzer data fields.
- In IBM®
Cognos® Real-time Monitoring Workbench,
follow the general steps to configure a user-defined field as a measure
or dimension. Specific instructions are covered in Case Monitor example: Adding user-defined fields as measures and dimensions where example
values are provided.
- For monitoring current data, modify the query of an
existing data stream (such as Workflow Data Stream, Work Item Data
Stream, Case Data Stream, or Task Data Stream). As an example, for
current data monitoring, expand the IBM
FileNet® Case Monitor folder,
select Workflow Data Stream, and click Edit.
You can add your fields to the data stream
query for Workflow Data Stream. Because this
is an aggregate query, any additions to the selected fields must either
contain an aggregate function or be added to the group by clause.
For
example, to view total current sales by region, you would add
sumAmount (representing
a measure on
Case Analyzer aggregated
using the
sum function) and
Location (representing
a dimension on
Case Analyzer)
to the query as shown in the following example.
select d.DMWorkClass_key,
Count(*) as WorkflowCount,
avg(f.MinutesSinceCreation) as avgProcTime,
sum(f.VMAE_Amount) as sumAmount,
f.VMAE_Location_key as Location
from F_DMWorkflowWIP f, D_DMWorkflow d
where d.Workflow_key = f.Workflow_key
group by d.DMWorkClass_key, f.VMAE_Location_key
Fields added to an existing data stream, such as Workflow
Data Stream, must subsequently be added to the appropriate
views and cubes, such as Workflow View and Workflow
Cube.
- For monitoring recent historical data,
modify the query of an existing data stream (such as Work Load Data
Stream, Productivity Data Stream, Case Load Data Stream, or Task
Load Data Stream). As an example, expand the IBM
FileNet Case Monitor folder,
select Work Load Data Stream, and click Edit.
You can add your fields to the data stream query for Work
Load Data Stream.
For example, to
view total sales by region for the current quarter, you would add
Amount (representing
a measure on
Case Analyzer)
and
Location (representing a dimension on
Case Analyzer) to the query as shown
in the following example.
select Workload_key,
DMWorkClass_key,
Incoming, Outgoing,
f.VMAE_Amount_key as Amount,
f.VMAE_Location_key as Location
TimeUsage as CycleTimeMinutes ,
Month,
MonthNumber,
Week,
WeekNumber
FROM V_F_DMWorkloadNearTerm
order by Workload_key
Fields added to an existing data
stream, such as Work Load Data Stream, must
subsequently be added to the appropriate views and cubes, such as Work
Load View and Work Load Cube.
Important: When you plan to edit an existing data stream for
monitoring recent historical data, schedule the edit for as close
to the beginning of a quarter as possible. If you edit the data stream
toward the end of a quarter, Case Analyzer must
retrieve all the historical data from the beginning of the quarter,
which might affect system performance and cause delay.
- If the data field is exposed as a dimension, then create
a new lookup table and dimension. For information about creating a
new lookup table and dimension, see Create a new lookup table and dimension.
- Modify the view based on the data stream, such as the Workflow
View or the Work Load View.
- Modify the cube based on the view, such as the Workflow
Cube or the Work Load Cube.
- In IBM
Cognos Real-time Monitoring Dashboard,
modify an existing dashboard object and add your user-defined fields,
then assign your dashboard object to an appropriate dashboard.