Work with the Console and Dashboards for a Business Process

The console page for a business process shows information about the performance of the business process using dashboards. Dashboards help a business person to identify bottlenecks in the process and track key metrics immediately and in real time.

Work with the Dashboards for a Business Process

A Business Executive can evaluate the state of a business process using the preconfigured and custom dashboards to track metrics, ratios, and trends that are important to the business.

For overview information, see Preconfigured Dashboards and Custom Dashboards.

To work with the dashboards for a business process:

  1. Navigate to the console page in either of the following ways:
    • In the Oracle Integration navigation pane, click Insight, then click Consoles. On the Consoles page, click the model (business process) of interest to display its console page.

    • (Insight Administrator only) On the Models page, click Actions icon then View Console to open the console page for a model (business process).

    Console page for a business process

  2. On the console page, review the dashboards for the business process and perform any of the following actions:
    • Click the Back to Consoles Back to Consoles icon icon to return to the Consoles page.

    • Click Import to import dashboards that were previously exported with this particular business process. See Import Dashboards.

    • Click Create to create custom dashboards. See Create Custom Dashboards.

    • Click the Details Details icon icon to display the Console Details. This area displays the model's icon, model description, and the identifying terms for siingle and multiple business transactions, which were defined when the model was created.
    • Click the Refresh Refresh icon icon to update the dashboards with the most recent business process data.

    • Click the Expand filters Expand filters icon icon to control the data shown on the dashboards. See Filter Dashboards.

    • Select from the Dashboard Type list to display dashboards of the selected type:

      • All

      • Preconfigured

      • Custom


      Dashboard Type list
    • Use the Search field to locate metrics on business transactions with a unique identifier, such as an order number. Matching business transactions display on the Business Transaction Details page. See Search Dashboards.


      Dashboards search field
    • Click the View All link to view all business transactions on the Business Transaction Details page, and drill down to more details. Business transactions from the last five days are displayed by default. See  Work with the Business Transactions Dashboard and Business Transaction Details.

    • (Only available to the Insight Administrator) Click the Purge Purge icon icon to purge Integration Insight metrics and events data for the console. See Purge Integration Insight Data for a Model.

    • Click the Page Navigation controls to scroll to other console pages to view more dashboards.
      Page Navigation Controls on the Console Dashboards page.

    • For each dashboard, click the Expand Expand icon icon to display the dashboard in full page view. Click the Close Close icon icon to return to the console view.
    • Hover your mouse over dashboards to view more details about the data.
      Milestone and execution details.

    • Click on a dashboard to open the Business Transaction Details page for that dashboard. The following dashboards support drilling down into the transaction details:
      • Passed Milestones: Double-click any milestone bar to show the business transactions (instances) that have passed that milestone.

      • Milestones Summary: Double-click any milestone bubble to show the business transactions (instances) associated with the milestone.

      • Active Transactions: Double-click any business transaction bar to show the active business transactions. Because a business transaction state may change between the time the dashboard displayed and the time you clicked a bar, you may not see the same business transactions on the Business Transaction Details page.

      • Transaction Errors: Double-click any slice on the pie chart to show the business transactions in Error state.

      • Avg. Transaction Completion Time: Double-click any bubble on the bubble chart to show the business transactions in Successful or Failed state, depending on the bubble you clicked.

      • Custom dashboards: Double-click any element that represents business transactions (such as a pie slice in a pie chart) to show the associated business transactions.

Work with the Business Transactions Dashboard and Business Transaction Details

The Business Transactions dashboard provides a list of all business transactions (instances), each of which is associated with an activated business process (model). The dashboard shows the ID, starting and ending timestamp, status, last milestone passed,and values of various business process indicators.

For overview information, see Business Transactions Dashboard and Business Transaction Details.

You can navigate to the Business Transactions dashboard in any of the following ways:

  • Click the View All link on the console page for a business process.

  • Drill down from preconfigured or custom dashboards.

  • Search for business transactions. See Search Dashboards.


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Description of the illustration bus-xaction-details-page.jpg

To work with the Business Transactions dashboard:

  • Click any of the row headers to sort the list by that header.

  • Click Export to export the entire list of business transactions to a .csv file to further analyze and customize.
  • Enter values in the Search field to search for case-sensitive partial matches of unique identifiers. See Search Dashboards.

  • Filter by various lifecycle filters or by filterable indicators to narrow or expand your results. See Filter Dashboards.

  • Use the navigational arrows at the bottom of the page to navigate to subsequent pages.

  • Double-click anywhere in the row for a single business transaction (instance) to open the Business Transaction Details page for that business transaction.

    Note:

    If your business process includes milestones that can be passed more than once, and indicator values are extracted for that milestone, only the indicator values extracted from the most recent time the milestone was passed are displayed in the list.

    To see indicator values extracted each time a milestone was passed, drill down into the Business Transaction Details page



In the Business Transaction Details page:

  • Click any milestone in the timeline to display a popup showing the milestone details, including indicators.

  • Click the breadcrumb links at the top of the page to navigate back to the Business Transactions dashboard and console page for the business process.

  • Click the Click to change to progress view icon to view the progress page for this business transaction.

When you view the progress page, you see a segmented line that visualizes the ideal path of a business transaction (an instance of your business process). Passed milestones appear as green segments with white check marks. The remaining milestones to be passed appear in blue segments with numbers indicating their order in the ideal path.


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Description of the illustration bus-xaction-details-progress.jpg

The progress page displays segments for initial, standard, and terminal milestones; it does not display segments for error and terminal error milestones. In this view, business transactions that have failed before passing a given milestone and business transactions that are active but have not yet passed this milestone appear similar. The status indicates if it is active (healthy or with recoverable errors) or if it has failed.

Click the Click to change to details view icon to return to the Business Transaction Details page.

Create Custom Dashboards

Custom dashboards use visualization charts, such as pie charts or bar charts, to represent dimensions and measures for Integration Insight models that have indicators defined.

Insight Administrators or Business Executives create custom dashboards.

For overview information, see Custom Dashboards.

To create a custom dashboard:

  1. In the Oracle Integration navigation pane, click Insight.
  2. In the Insight navigation pane, click Models.
  3. On the Models page, click the model for which you want to create a custom dashboard and ensure that the model has indicators (dimensions and measures) defined. If not, follow the steps in Define Indicators.

    Note:

    You can only create and define indicators for models that are in a Draft state. If you have to create a draft of your model to add indicators, you must also reactivate the model. Metrics may be lost while the model is being reactivated.

  4. Close the Models page.
  5. In the Insight navigation pane, click Consoles.
  6. On the Consoles page, click the model for which you want to create a custom dashboard.
  7. Click Create Dashboard to open the Create Dashboard dialog.

    The Add New Dashboard dialog.
  8. Enter a suitable name for the dashboard.
  9. Click the dashboard icon to show the icon picker. Choose an appropriate icon for your dashboard.

    Dashboard icon picker
  10. Click the chart icon to show the chart picker. Select a chart appropriate for the data visualization.

    Chart picker
  11. Based on the type of the chart you choose, select appropriate values for each of the fields in Create Dashboard dialog:
    Chart Type and Values User Interface

    Pie chart

    • Slice Size - select the values that the slice size represents. These values are mandatory.

      • Measure - select the measure for the slice size. This value is mandatory.

      • Aggregation - select the aggregation function for the slice size. This value is mandatory.

    • Grouping - select the dimension used to group data. This value is mandatory.

    • Ignore empty values - select to display data only for valid values, and ignore null values, of the selected dimension.

    *-
    Pie chart selections

    Bar chart

    • Y -axis - select the values to be represented on the Y Axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • X-axis - select the values to be represented on the X-axis. These values can be the instance start date or a dimension.

    • Grouping - select the dimension used to group data. This value cannot be the same dimension used for the X-axis. This value is optional.

    • Ignore empty values - select to display data only for valid values, and ignore null values, of the selected dimension.


    Bar chart selections.

    Bubble chart

    • X-axis - select the values to be represented on the X-axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • Y-axis - select the values to be represented on the Y-axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • Bubble Size - select the values to be used to determine the bubble size.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • Grouping - select the dimension used to group data. This value is mandatory.

    • Ignore empty values - select to display data only for valid values, and ignore null values, of the selected dimension.


    Bubble chart selections.

    Area chart

    • Y-axis - select the values to be represented on the Y-axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • X-axis - select the values to be represented on the X-axis. These values can be the instance start date or a dimension. This value is mandatory.

    • Ignore empty values - select to display data only for valid values, and ignore null values, of the selected dimension.


    Area chart selections.

    Line chart

    • Y-axis - select the values to be represented on the Y-axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • X-axis - select the values to be represented on the X-axis. These values can be the instance start date or a dimension. This value is mandatory.

    • Ignore empty values - select to display data only for valid values, and ignore null values, of the selected dimension.


    Line chart selections.

    Scatter chart

    • X-axis - select the values to be represented on the X-axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • Y-axis - select the values to be represented on the Y-axis.

      • Measure - select the appropriate measure. This value is mandatory.

      • Aggregation - select the appropriate aggregation function. This value is mandatory.

    • Grouping - select the dimension used to group data. This value is mandatory.

    • Ignore empty values - select to display data only for valid values, and ignore null values, of the selected dimension.


    Scatter chart selections.

Import Dashboards

After a importing a model from another Integration Insight instance and activating the model, you can import the model’s dashboards.

Insight Administrators or Business Executives import dashboards for an Integration Insight model.

Note:

You can import dashboards only into an activated model.

To import a model’s dashboards:

  1. In the Oracle Integration navigation pane, click Insight.
  2. In the Insight navigation pane, click Consoles.
  3. On the Consoles page, click the model for which you want to import dashboards.
  4. In the model's console, click Import Dashboards.
    The Import Dashboards button.
    The Import Dashboard dialog is displayed.
    The Import Dashboards dialog.
  5. Click Browse, and then select the archive file of the model containing the dashboards to import.

    The name of the model whose dashboards you’re importing must match the name of the current model.

  6. Click Import.

    Notes:

    • Dashboards with names matching those in your current model are not imported. Dashboards not imported are shown as skipped. Changing the names of any conflicting dashboards allows you to import them.

    • Integration Insight does not copy/import instances of the business process defined for the model when you import dashboards.

Search Dashboards

You can search for specific business transactions (instances) associated with a business process using case-sensitive partial match search strings.

You can search for business transactions from the console and dashboards page or the Business Transaction Details page. The search results are displayed in a list on the Business Transaction Details page. For example, you can search for business transactions such as a particular sales opportunity or help ticket. You can also filter by various lifecycle filters or by filterable indicators to narrow or expand your results.

The Search field has the same label as the business transaction identifier.


Search field

Notes:

  • Search is performed based on only the search string you provide. Any filters you have applied are ignored.

  • Search is performed on only identifier values of business transactions (instances). For example, if the identifier is Order Number, you can only search for business transactions by order number.

  • Retrieving a large number of business transactions in a search may adversely affect performance.

  • When you enter a search, if the business transaction identifier is of type integer, double, or date, you must enter a search string that exactly matches the identifier. If the identifier is of type string, you can enter a partial string that can include the following SQL wildcards:

    • % (percentage): A substitute for zero or more characters.

    • _ (underscore): A substitute for a single character.

Filter Dashboards

Integration Insight supports a sophisticated set of filter criteria that allows business owners to focus on the business data that matters most to them. The filter criteria that is selected determines which business transactions are included in the dashboards.

Filter criteria can be specified for:

  • preconfigured dashboards

  • custom dashboards

  • the Business Transaction Details page

For all dashboards, you can specify milestone-related filter criteria, such as business transaction start date, end date, duration, passed milestones, and so on. These criteria are called lifecycle filters, and are the same across all business processes.

For custom dashboards and the Business Transaction Details page, you can also specify criteria based on indicators in the business process that have been marked as filterable. These criteria are called indicator filters, and vary between business processes.

Note:

Dashboards do not update automatically. You must click Apply to apply the filters and to update the dashboards based on your filter criteria or Clear All to clear all the selected filters. Click the Refresh Refresh icon icon to see the latest data without changing the filters.

Lifecycle Filters

To filter dashboards by lifecycle filters:

The available lifecycle filters are:
  • Transaction Started: Filters for business transactions started in your chosen time range of either one of the preset ranges or a custom range. The default value is Last 5 Days.

    • Display business transactions started in last x days - displays all transactions started within the last x days, where a day is the current time minus 24 hours.

    • Display business transaction started in this range: - displays all transactions started during a date and time range you specify in the From and To fields.

    • Clear - clears the current filter, and returns to the default value.

  • Transaction Ended: Filters for business transactions that ended in your chosen time range of either one of the preset ranges or a custom range. The default value is Last 1 Days.

    • Display business transactions ended in last x days - displays all business transactions completed within the last x days, where a day is the current time minus 24 hours.

    • Display business transaction ended in this range: - displays all transactions that ended during a date and time range you specify in the From and To fields.

    • Clear - clears the current filter, and returns to the default value.

  • Milestones: Filters for active and completed business transactions that have passed selected milestones.


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    Description of the illustration filter-milestones.jpg
    • Any - displays data for transactions that have passed the milestones you select.

    • Last - displays data for transactions that have most recently passed the milestones you select.

  • Transaction Status: Filters for business transactions that were in the selected statuses at the time the data was loaded. The possible values are:

    • Healthy - displays data for transactions that are running.

    • Successful - displays data for transactions that have completed successfully.

    • Recoverable Errors - displays data for transactions that are in a faulted state.

    • Failed - displays data for transactions that have failed.

Note:

When you change filter criteria, click Apply to refresh the business transaction data and apply the changed filters. Clicking the Refresh Refresh icon icon only refreshes the data, without applying the changed filters.

Note:

Integration Insight does not support filtering by NULL string values.

Indicators Filters

To filter dashboards by indicators that have been marked as filterable (applies only to custom dashboards and the Business Transaction Details page):

  • Click the Expand filters Expand filters icon icon to expose the filter criteria for selection. For example, the following screen shows that two custom dashboard indicators have been marked as filterable in the business process.


    Indicator filters for custom dashboards

Note:

When filtering by numeric indicators, you specify a numeric range of values to return. Filtering by text strings requires a case-sensitive exact match that can include the following SQL wildcards:

  • % (percentage): A substitute for zero or more characters.

  • _ (underscore): A substitute for a single character.