You can filter the report data by one or more employees so that
values for that employee or those employees only are displayed. To use this
feature, an LDAP system needs to be deployed to contain the users/organizations.
It is possible, and probably more desirable, to use the company existing LDAP
installation. There is no requirement to deploy a unique LDAP installation
for this function. Furthermore, the machine serving as the Dashboard Client,
as well as the machine serving as the WebSphere® Process
Server need
to have security enabled to their WebSphere Application
Server environments
using this LDAP. The process instance running in the WebSphere Process
Server is
then said to be assigned to a person or group of persons those are implementing
the manual tasks in this process instance. Lastly, some custom modeling needs
to be performed in generating the used process, and the wires defined in WebSphere Portal.
While
the process is running the
Activity Assigned User predefined metric
in the process tasks is set to the user name value of the person logged into
the manual task. In the process that is to include this feature, several
WebSphere Business
Modeler artifacts need to be modeled
into the process business measures:
- A Dimension needs to be modeled and named AssignedUser.
- A trigger needs to be created on each manual task that will serve as this
process instances assigned user. More than one trigger can be created in
the process instance; the trigger assigned to the task last executed would
then serve as the process-instance assigned user.
- A string metric needs to be created, (named Assigned User) as the
Level 0 element of the AssignedUser dimension. At the time of the
trigger(s) defined above, the process tasks Predefined business measure named Activity
Assigned User needs to be copied into this Assigned User metric
defined above by providing the appropriate calculation expression. Note that
multiple triggers may change this value.
You must create a wire between the Organizations view
and the Reports view
to perform this task in the view mode. A portal page must be created previously,
and include an instance of both views. Other views can coexist as well, yet
are not required. You must select Assigned User as a dimension during
the configuration the Reports view.
To completely create the wire, three wires should be created: Organization, Organizational
Unit, and Person. Once the portlets are configured, complete the
following steps to filter a report by one or more employees:
- In the Organizations view,
select an employee or organization by navigating through the organization
structure or using the search feature.
- Click the employee name or organization name by which you want
to filter the report data.
The report process instances data is filtered based on the selected
item. If you filter by an organization name, the data in the Reports view
is filtered based on all the employees belonging to that organization.