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Individual process instances can be examined using the instance list or instance table. As instance data from the Scheer PAS BRIDGE and BPaaS modules are different in some respects, the instance displays also differ slightly.

The instance table lists all the instances of the underlying process of an analysis. Open the instance table by clicking the button  in the analysis menu.

The process instances are listed on the active dialog window. The heading includes a statement of the total number:

Click on an instance to select it. The instance details are shown in the sidebar:

The following process instance details are shown:

  • Process Name
  • Process ID
  • Start Date (including time, accurate to the second)
  • End Date (including time, accurate to the second)
  • Process Duration (accurate to the second) 

Configuring the Instance List 

Users can configure the instance list using the buttons in the sidebar:

To enable identification of individual instances, the process ID is always specified as a column. The second standard column is a result of the axis allocation of the analysis:

Adapting the Column Selection

The columns of the instance list can be adapted by the user. This is done by using the Select Columns button in the sidebar:

Info

To enable identification of individual instances, the process ID is always specified as a column. Other features can be chosen freely by the user.

In the Select Columns pop-up window, select the features that you want to create as a column.

The column contents selected are marked in color. Click the accept button to adopt the selection and reconfigure the instance list.

The columns selected are added to the instance list.

The column size can be adjusted by moving the tab.

Change the order of the display by moving an entire tab to a new position.

Filtering the Instance List

Setting a filter for the instance table is possible via the sidebar:

Note

An instance table filter does not affect the underlying analysis. If you exit the instance table, the filter is discarded.

If you have already set a filter for the underlying analysis, this filter will also be applied initially to the instance table:

If various measure-specific filters are used in the analysis, these are ored for the instance list:

Note

An existing filter that has been changed for the instance table does not affect the underlying analysis. If you exit the instance table, the original filter remains saved in the analysis.

To define a new filter or to change an existing filter, click on the filter display in the sidebar.

Filter settings are opened in a separate window. To create a new filter, select the option Applying the following filter.

An instance filter is configured in accordance with the same principle as the creation of an analysis filter.

Tip

All the settings option for filters are explained in more detail on the Configuring Filters page 

You can create as many filters as you wish. Filters can also be nested to any depth you require.

Save the entries to apply the filter to the instance list.

The filter is applied to the instance list. The filter properties are shown in the sidebar:

Sorting the Instance List

The contents of the instance list can also be sorted as required. Click the column you want to sort by:

The instances are sorted according to the selected column. In addition an arrow appears in the top column, indicating whether the data has been sorted in an ascending  or descending  order. The direction can be changed by clicking again.

Multi-level sorting is also possible. Select the column by which you wish to sort first and then click on another column while holding down the Shift key. The sorting order is identified by the corresponding numbering of the columns:

Showing Process History

The history of the process instance selected can be shown using the button :

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titleScheer PAS BRIDGE

The history of the process instance is opened in a separate window.

The consecutive steps run by the instance can be retraced by reference to the BPMN chart.  


The charts are interactive. Click on a process step to show details of the instance for this step in the right hand column of the window.   

The detail view varies depending on the type of process step selected. The following details are shown:

Step in the Chart

Detail ViewContents

Event


  • Event name
  • Timestamp for event begin (accurate to the second)

Schritt
(Task)

  • Name of the step
  • Start (date incl. time, accurate to the second)
  • End (date incl. time, accurate to the second)

Gateway

 

  • Name of the Gateway
  • Name of the decision
  • Timestamp for event begin (accurate to the second)

In addition to the detail view further tabs enable transaction data to be shown.

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The transaction tab is shown for events and gateways.

The data shown relates to the Bridge call that executed the event or gateway.

Image Added

Data listed is as follows:

  • Type (Service Operation or P-State Transition)
  • Name
  • PState Class
  • Transaction ID
  • Timestamp
  • Duration
  • Status (true/false)
  • Associated IO Operation table:
    • Name
    • Domain
    • System
    • Timestamp
    • Duration
    • Status
    • Transaction ID

Image Added

The Start Transaction and End Transaction tabs are shown for tasks.

The data shown relates to the Bridge call that triggered the execution of the step (start transaction) or ended it (end transaction).  

Image Added

Data listed respectively for Start- and End Transactions is as follows:

  • Type (Service Operation or P-State Transition)
  • Name
  • PState Class
  • Transaction ID
  • Timestamp
  • Duration
  • Status (true/false)
  • Associated IO Operation table:
    • Name
    • Domain
    • System
    • Timestamp
    • Duration
    • Status
    • Transaction ID
Tip

Further informationen can be found in the Scheer PAS BRIDGE Documentation > Transaction Logger.

Expand
titleScheer PAS BPaaS

The history of the process instance is opened in a separate window.

The consecutive steps run by the instance can be retraced by reference to the chart.  

Users of the Scheer PAS BPaaS module can choose between an EPC or BPMN model view.

The charts are interactive. Click on a process step to show details of the instance for this step in the right hand column of the window.   

The detail view varies depending on the type of process step selected. The following details are shown:

Step in the Chart

Detail ViewContents

Event

  • Event name
  • Timestamp for event begin (accurate to the second)

Step
(Function)


  • Name of the process step
  • Start (date incl. time, accurate to the second)
  • End (date incl. time, accurate to the second)

Gateway
(Connector)


  • Gateway (name of the process step before the decision)
  • Decision (name of the process step after the decision)
  • Timestamp for event begin (accurate to the second)

Image Added

The Start Transaction and End Transaction tabs are greyed out for BPaaS module users. This data is only available for processes in the Bridge module.

Exporting Instance Data

Instance data can be exported in file format. The file formats supported are

  • xlsx
  • csv
  • ods
  • html

To export instances, select the Data Export button in the sidebar.

In the Data Export window, enter the desired File Name and select the File Format for the export. The corresponding file extension is automatically added. The process name and the date are used as the standard file name.

Finally, start the export using the Export button.

Analyzing Process-specifc Values

It is also possible to transfer process-specific values ​​to Scheer PAS Process Mining. To do this the values ​​must be logged during execution and transferred to Process Mining.

Expand
titleScheer PAS BRIDGE

Process-specific Values for Logging in Process Mining

Information on processes can be evaluated in Process Mining, for example in order to identify problems in a process. A pre-requisite for the evaluation is that the process information required is logged and transferred to Process Mining.   

By default the following data is logged:

  • Current Step
  • End Date
  • End Event
  • Host
  • Last Update
  • Process ID
  • Process Count
  • Process Duration
  • Process Name
  • Step
  • Step Duration
  • Start Date
  • Start Event

If you wish to expand the analysis with additional information on a process instance you can widen the xUML service and log the values of customer specific fields (custom fields). Each builder model has a process tracing repository that can be used for this purpose.

Illustration: Process Tracing Repository in the Containment Tree of Magic Draw

The process class contains three value operations which can be used to log additional values from String, Float and DateTime fields.

Note

Process Mining tracing can also be used for SOAP Services not based on a business process. For this please use the following operations in the order shown below:

  • Start
    Use Start at the beginning of a SOAP operation.
  • Value
    Use Value as often as necessary.
  • End
    Place End at the end of the SOAP operation.

Using this approach you can use Process Mining to analyze the values logged by the SOAP Service.

Example

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The LoanApproval example implements a very simple credit authorization process. You can find further information on this sample process in the Scheer PAS BRIDGE Documentation > A Simple Business Process.

In the Loan Approval process additional customer specific fields are logged alongside the standard data:  

  • Customer ID
  • Credit Amount

Illustration: Logging Additional Values for Process Mining 

The three value operations each contain four parameters:

GroupParameter NameTypeDescription
ProcessProcessNameString

Contains the name of the BPMN process.

This value corresponds to the name of the Persistent State Class and must be set manually (for example LoanApproval).


ProcessIDString

Contains the Process ID.

The Process ID can be taken from the object.

ValueKeyString

Contains the name of the customer specific field (for example credit amount)

This name appears in Process Mining

  • when saving an analysis during the axis allocation step
  • as a possible column in the instance table

String
Float
DateTime

String
Float
DateTime

Contains the value to be logged.

This value is shown in the Key column in the instance list. The choice of Value operation is dependent on the value to be logged. Use the appropriate Operation and apply the necessary parameters (String, Float or DateTime).

Note

Insert the logging of customer specific fields only after logging the process start otherwise the additional logs cannot be assigned to the process.

Customer specific fields in Process Mining are shown in bold:

When creating an analysis they are available as selectable instance attributes for axis allocation.

They can also be selected as possible column configurations in the Column Choice section of the instance list.

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titleScheer PAS BPaaS

Process-specific content, for example values from form fields, can be transferred to Process Mining and used in analyses. If you wish to log process specific values for Process Mining please contact your Scheer PAS consultant for advice.   

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