ProcessMaker - Pentaho
From ProcessMaker
Pentaho Reporting is an open source business intelligence suite providing advanced reporting, analysis and data mining, which is very useful when analyzing the efficiency and productivity of your organization using ProcessMaker. ProcessMaker Enterprise Edition provides an integration with Pentaho Reporting, so that the power and flexibility of Pentaho Reporting can be accessed inside the ProcessMaker interface. Custom reports generated by Pentaho are available under the Enterprise Edition's DASHBOARD and REPORTS menus.
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How the Plugin Works
The ProcessMaker Enterprise Edition includes a plugin to integrate with Pentaho Reporting, which must be separately installed and configured. The plugin allows ProcessMaker to connect to either the Community Edition or the Enterprise Edition of Pentaho Reporting.
The Online Analytical Processing (OLAP) is a popular technology, that can improve significantly your business analysis. It was historically characterized as a tool hard to implement and inaccessible for its high cost. Processmaker has included OLAP in its enterprise edition, creating a solution that sets multi-dimentional analysis to everyone. The OLAP database is a data cube derived from a fact table created inside the relational database. OLAP's objective is to group data from all the cases inside a workspace in order to make them easier to analyze.
Requirements
It is important to install the Pentaho server in a separate server from ProcessMaker.
- Install Sun Java JDK version 6u12, which can be downloaded from http://java.sun.com
- Install the Pentaho BI Suite Community Edition or Enterprise Edition, which can be found at http://sourceforge.net/projects/pentaho. Download the file biserver-ce.
- Processmaker templates.
Setup
Installing Pentaho
Installing in a Linux Server.
Installing JDK
- Change permissions to the file: jdk-6u12-linux-i586-rpm.bin
chmod 777 jdk-6u12-linux-i586-rpm.bin
- Execute the bin file
./ jdk-6u12-linux-i586-rpm.bin
Unpacking PENTAHO
- Copy the biserver-ce file to the /opt directory
- Unpack the biserver-ce file.
tar –xvzf biserver-ce-3.5.2.stable.tar.gz
- In the /opt directory we now have two files: administration-console and biserver-ce.
Configure start scripts
Export variables: PENTAHO_JAVA_HOME y JAVA_HOME
echo export PENTAHO_JAVA_HOME=/usr/java/latest >> /root/.bashrc echo export JAVA_HOME=/usr/java/latest >> /root/.bashrc
Nota: To configure the two services to execute every time the server boots go to [1]
Starting the BI Platform
Services for the BI Server.
./start-pentaho.sh To start the BI Server, run the start-pentaho script in the /biserver-ce/ directory.
./stop-pentaho.sh To stop the BI Server, run the start-pentaho script in the /biserver-ce/ directory.
Services Pentaho Administration Console.
./start-pac.sh To start the Pentaho Administration Console, run the startup script (onLinux)
in the /biserver-ce/administration-console/ directory.
./stop-pac.sh To stop the Pentaho Administration Console, run the startup script (onLinux)
in the /biserver-ce/administration-console/ directory.
Configuring the BI platform with the Administration Console
- Open a Web browser and type in the Web or IP address of the Pentaho Administration Console server, which is http://localhost:8099/admin by default.
- Type in your administrator credentials, then click Login. The default credentials are admin for the user, and password for the password.
- You are now logged into the Pentaho Administrator Console and ready to finish configuring the BI Platform.
Log into the Pentaho user console
- Open a Web browser and type in the Web or IP address of the Pentaho server, which is http://localhost:8080/pentaho/ by default.
You'll see an introductory screen with some Pentaho-related information and a Login button in the center of the screen.
- Click Login. The login dialog will appear.
- Select Joe from the user drop-down box, and type in password into the password field, then click Login.
- You are now logged into the Pentaho User Console and ready to start creating and running reports.
Copy the ProcessMaker templates
Copiar los dos archivos que formar parte de los templates en el folder \biserver-ce\pentaho-solutions\system\pentaho-cdf
- Copy the files that are in the directory: /../../pentaho-cdf . The files are:
# processmaker-dashboard.html # template-dashboard-processmaker.html
Setup the publisher password
- Edit in the file: biserver-ce/pentaho-solutions/system/publisher_config.xml the following:
<publisher-config>
<publisher-password>password</publisher-password>
</publisher-config>
Domain Name in the base url
- Edit in the file: /biserver-ce/tomcat/webapps/pentaho/WEB-INF/web.xml
<context-param> <param-name>base-url</param-name> <param-value>http://localhost:8080/pentaho/</param-value> </context-param>
Configuring the Pentaho plugin in ProcessMaker
- In the plugin list, select Admin from the ProcessMaker Enterprise Edition.
- In the list that is now showing, select Admin from the Pentaho Reports Plugin
- Now you can see a panel like the image above with configuration for Pentaho, that divided en two parts:
Pentaho Reports Plugin. This part has five fields:
- Pentaho Server: in this field type the same url that is in the web.xml file, http://localhost:8080/
- Pentaho Application Path: in this field type the path for the pentaho, it has to be the same as in web.xml file.
- Pentaho User Name: in this field type the pentaho user,
- Password: in this field type the pentaho users password
- Pentaho Publisher Password: in this field type the same password that is in the publisher_config.xml file.
JNDI Information. This part was generated to configure the user that will have access in the pentaho server side.
- Datasource Name: this field generated for the data source name.
- Driver Class: this field is generated for the drive to be used.
- User Name: this is the generated for the user.
- Password: this field has a fourteen character password.
- URL: this is the generated URL for the connection to mysql.
Configuring the Pentaho Server Side
- Go to the http://localhost:8099/admin and type in the user and password.
- Click in the Administration tab, then click on the Database Connections tab.
- Click on the
that its besides the Database Connections. Now the user can see the following image:
- Fill in the fields with the JNDI Configuration data:
- Name: copy the Datasource Name
- Driver Class: select the Driver Class
- User Name: copy the User Name
- Password: copy the Password
- Url: Copy the URL
- Connecting Pentaho to ProcessMaker
To do the sync with Pentaho it is important that you modify the max_execution_time to at least "300" in the php.ini
Roles Manager in Pentaho Plugin
Inside the Pentaho Connector Plugin there is a built-in roles management feature. To access it go to the ADMIN tab then to Pentaho Reports Admin. There will be a screen like the one in the illustration below:
To see the roles, click on the Roles Manager. By default there are two main roles PH_ADMIN and PH_USER. Whenever a new report in the solution repository is synchronized with the Pentaho plugin it is assigned to the role PH_ADMIN. Manual assignment is required for other roles.
To assign new reports or dashboards click in the Permissions section. A dialog will show up a screen with a lists of reports, where any report can be added if it has been already synchronized.
Build a cube in PM to be consumed by Pentaho
The OLAP cube works as puzzle cubes in games do. In the puzzle game you have to order by the colors and in data warehouse you are supposed to organize the data in tables or relationships. The puzzle cube is 3-dimensional and the OLAP cubes are n-dimensional, that is why they are named hypercubes. An OLAP cube will have data from a certain variable(the one that is going to be analyzed), providing a logical data view given by the information system towards the data warehouse. The data analysis is based on the hypercube dimension and it is named multidimensional analysis. Multidimensional analysis is a process that groups data in two basic categories which are data dimension category and measurement category.
The ProcessMaker Cube
The analytical online process (OLAP) is a technology that is becoming more popular and it can improve significantly business analysis. OLAP has been known as a tool hard to implement and not accessible due to its high cost. ProcessMaker Enterprise Edition has used the OLAP coming up with a solution that makes the multidimensional analysis accessible to all.
The main objective for OLAP to be used in ProcessMaker to get information about its performance. To give information about the performance, case's data from a workspace will be grouped to be analyzed. The OLAP database is a data cube derived from a fact fable created inside the relational database.
Dimensions
A dimension is a primary organizer of measure and attribute information in a cube. The cube dimensions are attributes related to the variables. They are complementary information, that is needed for the data presentation to the users, such as descriptions, names, time ranges, etc.
The dimension are attributes related to the variables, used to index, order, group or resume their values. The dimension has minor granularity, taking the values a set of elements with less detail than the variables.
Variables
This are also called 'management indicators', because they are the data that is being analyzed. The variables represent a measurable part of the objects or event that are going to be analyzed. Often, the variables are represented by detailed numeric values for each instance of the object or measured event.
Reports
To see the Reports, click on REPORTS in the ProcessMaker top menu. With the plugin there are built in custom reports to analyze the ProcessMaker's performance.
Pentaho reports for ProcessMaker
Cases by process
This Report shows all the information about the cases in a grid and bar graph. The bar graph shows the number of cases that have been created in every process in the workspace, comparing the closed and opened cases.
Compare Cases per task per Process
This report has three graphs: a pie chart that indicates the task advance percentage within the process, a bar graph that shows how the users are handling the cases (if they have overdue cases) and a line graph that shows the relationship between time and cases.
Creating Pentaho reports for ProcessMaker
Creating Pentaho Reports
The requirements to create a Pentaho report is to install the Report Designer 3.5
- Create a Data Source. Start PRD and create a new report. Right click on the Data Sets icon and select the JDBC option from the menu.
- After selecting the JDBC option a JDBC Data Source window will appear. Select the table.
- Make sure the connection to the database is working
- Create the queryes
