Configure a Business Process or Workflow

ServiceAnalytics

Availability2014.1 or later

Use the Business Process Wizard

Define steps, SLAs and actions

Define the Business Process

Set general process behavior

Configure Process-Level SLAs and Actions

Step delays versus overall time

Update an Existing Business Process

Get help from GermainUX

Use the Business Process Wizard

Use the Business Process Wizard to define the workflow GermainUX should monitor, including its steps, correlation criteria, timeouts, SLAs, automated actions, and dashboard visualization.

Create a Business Process

You can start the configuration in either of the following ways:

Option	Action
Via Settings	Go to Germain Workspace > Settings > Wizards > Business Process.
Via Analytics	Go to Germain Workspace > Analytics > Business Processes and select the Add icon.

Select the appropriate process type:

Traditional Business Process
Collaborative Business Process

The wizard then guides you through four configuration steps.

1 Step 1: Define the Business Process

Configure the general behavior of the process.

Field	Description
Name	Unique name identifying the business process. The name is also used when generating its KPI.
KPIs	KPIs containing the data that GermainUX should evaluate for this process.
Key Expression	Property used to correlate events belonging to the same process instance, typically `sessionId`, `correlationId`, or another business identifier.
Long-Lived BP	Enable when the process may require more than a few days to complete.
Data Latency	Expected delay, in seconds, before process data is received. Default: `3600`.
BP Timeout	Maximum time, in seconds, that a process can remain open. When exceeded, its status becomes `TIMED_OUT`. Default: `7200`.
Record Outside Steps	Records matching events that occur outside the defined process steps.
Record Timeout	Retains a process instance when it times out. When disabled, timed-out instances are discarded.
Record Timeout Threshold	Minimum completion percentage required to retain a timed-out process instance.
Record Reset	Retains a process instance when it is reset. When disabled, reset instances are discarded.
Record Reset Threshold	Minimum completion percentage required to retain a reset process instance.
Outside Filters	Filter criteria applied to events recorded as outside steps. When empty, all matching events outside the defined steps are collected.

2 Step 2: Define the Process Steps

Add each step that GermainUX should identify and track within the workflow.

Field	Description
Name	Unique name for the step within this business process. The name is also used when generating the step KPI.
Recurring Step	Enable when the step can occur more than once in a single process instance.
Optional Step	Enable when the process can be completed without this step.
Filters	Criteria used to identify the step. Each key references an attribute in the GermainUX , and each value defines the data to match.
SLA Threshold Value	SLA threshold applied to the step.
SLA Color	Color assigned when the step does not meet its SLA.
SLA Actions	Alerts or automated actions triggered when the step does not meet its SLA.
Label Generator	MVEL expression used to generate a contextual step label. Default: `name`. For example: `"Click on " + hierarchy.level1`.

Repeat this configuration for every step in the workflow.

Step 3: Configure Process-Level SLAs and Actions

Define the SLA for the complete business process.

Field	Description
SLA Threshold Value	SLA threshold applied to the entire process.
SLA Color	Color assigned when the process does not meet its SLA.
SLA Actions	Alerts or automated actions triggered when the process does not meet its SLA.

Step-level SLAs identify delays within individual workflow stages, while the process-level SLA evaluates the overall completion time.

Step 4: Create the Portlet

Optionally add a portlet so the new business process can be monitored immediately from a dashboard.

Field	Description
Dashboard	Dashboard on which the business-process portlet will be added.
Portlet	Portlet type and visualization settings.

Select Finish to create the business process.

Update an Existing Business Process

Go to Germain Workspace > Analytics > Business Processes

Select the business-process definition you want to modify

Update its process, step, SLA, action, or visualization settings

Save the changes

If you need assistance defining or configuring a workflow, contact GermainUX.

Additional Resources

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Use the Business Process Wizard

Define the Business Process

Configure Process-Level SLAs and Actions

Update an Existing Business Process

​Use the Business Process Wizard

​Create a Business Process

​1 Step 1: Define the Business Process

​2 Step 2: Define the Process Steps

​Step 3: Configure Process-Level SLAs and Actions

​Step 4: Create the Portlet

​Update an Existing Business Process

​Additional Resources

Troubleshoot GermainUX

Management

​Get Help

Contact GermainUX Support

Can't find what you need?

Use the Business Process Wizard

Create a Business Process

1 Step 1: Define the Business Process

2 Step 2: Define the Process Steps

Step 3: Configure Process-Level SLAs and Actions

Step 4: Create the Portlet

Update an Existing Business Process

Additional Resources

Get Help