BPM Admin Guide

Enable BPM

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

Enable BPM in Maconomy

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

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

  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:
    • Reporting to prepare for installing BPM Reporting.
    • Business Intelligence to prepare for installing BPM Analysis. Enabling Reporting 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. Enabling Business Intelligence 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 with type Update Reporting Tables.
  4. Set schedule for the Task.
  5. Install the PeoplePlannerService (if it is not installed already.)

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