BPM Admin Guide

Enable BPM

This section provides information on how to enable BPM reports on Maconomy and People Planner.

Enabling BPM in MConfig is required for BPM Reporting and BPM Analysis.

To prepare the Maconomy database for BPM, enabling is needed and this will install the necessary database views, triggers and indexes that BPM uses on the Maconomy database.

To enable BPM:

  1. Start MConfig and then select the relevant Maconomy application.
  2. On the Application Configuration dialog box, select the relevant shortname, and click Edit.
  3. On the Shortname Configuration dialog box, enable the following:
    • Reporting: to prepare for installing BPM Reporting.

      Enabling this will install EX-views and access control views for BPM Reporting. It will also install the necessary performance views and for Oracle databases a flushing mechanism that automatically cleans up in the shared pool.

    • Business Intelligence: to prepare for installing BPM Analysis.

      Enabling this will install EX-views, apply transaction time stamps, and trigger managing the marking of deleted records in Maconomy for certain tables.

  4. Set a time for when the flushing mechanism is to run.
Note: If BPM Reporting or BPM Analysis is already enabled but there are problems with the views, disable it, complete the installation change, and then complete the above steps again to reinstall the reporting views, transaction time stamps, and delete triggers.

Enable BPM in People Planner

Enabling BPM in People planner is required for BPM People Planner.

You have to create a task in PeoplePlanner preparing data for ETL.

Follow these steps:
  1. Run CreateExternalViewsMSSQL.sql.

    This will create the required Views.

  2. Select New Scheduled Task from the ScheduledTasks node in the Views.
  3. Create a scheduled task and set the type to Update Reporting Tables.
  4. Set the schedule for the said task.
  5. Install the PeoplePlannerService (if it is not installed already.)

To refresh the data immediately, you can open the Scheduled Tasks window. You can see your tasks and you can select the task and click the Execute button.