Create historical analysis scenarios

IBM BPM, V8.0.1, All platforms > Measuring and improving business processes > Simulating and optimizing processes > Configuration requirements for optimization
Create historical analysis scenarios

When you define a historical analysis scenario, you provide information that the Optimizer requires such as the processes to include, the business data (variables) by which to filter the analysis results, and whether to include only completed or also currently running process instances.

Procedure

To create a historical analysis scenario:

In IBM Process Designer, expand Processes and select Historical Analysis Scenario from the list of components.
Type a name for the scenario and click Finish.
In the Scenarios editor, provide the following information:

Window area Field or control Description
Common Documentation Optionally provide a description in this field.
Historical Data Filters Include Process Instances By default, the All option is enabled, which means that data for both completed and currently running process instances is analyzed by the Optimizer. If you want to analyze data for only currently running process instances, select In-Flight Only. If you want to analyze data for only completed process instances, select Completed Only.
Time Range Select a time range for the data that the Optimizer will analyze such as Last Week. Select Custom to use the calendars to pick a Start and End Date.
Process Apps to Include in Analysis
Click Add to choose the process applications that you want from the IBM BPM repository. Choose the process applications that contain the processes that you want to analyze. Be sure to select the correct snapshot (version) to analyze.
If you want to analyze all versions, select the snapshot named (All) for the process application that you want. To remove a process application, click the application name and click Remove.
If you do not add any process applications to this table, all process applications in the IBM BPM repository to which you have read access are included, which means that you can analyze processes from any of those applications. If you select multiple snapshots (versions) to analyze, the first version listed in the table determines the participant group definition used. You can use the Up and Down buttons to change the order of the process applications if you know you want to use the participant group definition from a different version for your scenario.
Processes to Include in Analysis Click Add to choose the processes that you want. The processes available are the ones that reside in the process applications that you added in the preceding table. To remove a process, click the process name and then click Remove.
Be sure to add subprocesses so that you can drill down during analysis.
If you do not add any processes to this table, all processes that reside in the process applications that you added in the preceding table are analyzed.
Business Data
Click Add to select the tracked variables by which you want to filter the results of this scenario. The variable names that you add must be tracked variables for each of the processes included in this scenario.
If a process included in the scenario does not have a matching tracked variable for each variable name that you add here, no instances of that process will be returned in the analysis results. Choose an operator using the drop-down list in the Comparison column and then enter a value to compare in the Value field. To remove a variable, click the variable name and then click Remove.

Configuration requirements for optimization

Window area	Field or control	Description
Common	Documentation	Optionally provide a description in this field.
Historical Data Filters	Include Process Instances	By default, the All option is enabled, which means that data for both completed and currently running process instances is analyzed by the Optimizer. If you want to analyze data for only currently running process instances, select In-Flight Only. If you want to analyze data for only completed process instances, select Completed Only.
	Time Range	Select a time range for the data that the Optimizer will analyze such as Last Week. Select Custom to use the calendars to pick a Start and End Date.
	Process Apps to Include in Analysis	Click Add to choose the process applications that you want from the IBM BPM repository. Choose the process applications that contain the processes that you want to analyze. Be sure to select the correct snapshot (version) to analyze. If you want to analyze all versions, select the snapshot named (All) for the process application that you want. To remove a process application, click the application name and click Remove. If you do not add any process applications to this table, all process applications in the IBM BPM repository to which you have read access are included, which means that you can analyze processes from any of those applications. If you select multiple snapshots (versions) to analyze, the first version listed in the table determines the participant group definition used. You can use the Up and Down buttons to change the order of the process applications if you know you want to use the participant group definition from a different version for your scenario.
	Processes to Include in Analysis	Click Add to choose the processes that you want. The processes available are the ones that reside in the process applications that you added in the preceding table. To remove a process, click the process name and then click Remove. Be sure to add subprocesses so that you can drill down during analysis. If you do not add any processes to this table, all processes that reside in the process applications that you added in the preceding table are analyzed.
	Business Data	Click Add to select the tracked variables by which you want to filter the results of this scenario. The variable names that you add must be tracked variables for each of the processes included in this scenario. If a process included in the scenario does not have a matching tracked variable for each variable name that you add here, no instances of that process will be returned in the analysis results. Choose an operator using the drop-down list in the Comparison column and then enter a value to compare in the Value field. To remove a variable, click the variable name and then click Remove.