Difficulty: beginner
Estimated Time: 30-60 minutes

In this scenario we will explore the dashboard and reporting capabilities of Red Hat Process Automation Manager 7.

Based on the Form Modeler and DataSet capabilities of Process Automation Manager 7, the Reporting components provide a fast and intuitive way to create sophisticated reports, reporting web-pages, and reporting applications, using an easy to use drag-and-drop modeler.

In this course you will learn how to create your first Reporting page on Red Hat Process Automation Manager. The project will be built in the Process Automation Manager web-based workbench, that allows both developers and business users (e.g. business analysts, process practitioners) to create, manage and maintain business reports and reporting applications. This workbench is called Business Central.

The example report will be based on a dataset with tasks data and customer satisfaction data of our credit card dispute use-case. Process Automation Manager 7 supports multiple dataset formats, like CSV, database, etc. In this lab we will use a dataset that is stored in a PostgreSQL relational database.

In this scenario you've learned how to build a reporting page in Red Hat Process Automation Manager 7 on OpenShift using the DataSource, DataSet and Pages capabilities of the platform.

We started by creating a DataSource consuming a PostgreSQL relational database using the Data Source settings and configuration tooling in the Business Central workbench.

From the configured DataSource, we created two DataSets using the DataSource as the SQL provider. We wrote a SQL query that selects the tasks that have been asssigned to employees, and another query that retrieves customer satisfaction data.

Next, we created two reporting pages and, with the integrated Form Modeler, created pages with various charts that rendered the data provided by the Data Sets we created earlier.

Finally, we added the reporting pages to the navigation of the Red Hat Process Automation Manager Business Central workbench.

Red Hat Process Automation Manager supports many more advanced features to create and define (business) reports, consuming various types of data from disparate data sources. Please consult the various online resources (manuals, blogs, demos, forums, etc.) to continue your Red Hat Process Automation Manager journey.

Creating Business Activity Monitoring (BAM) reports with the Process Automation Manager 7

Step 1 of 6

Opening the Business Central workbench

The Red Hat Process Automation Manager 7 Business Central workbench is provided in this Katacoda image and is automatically loaded and started when this scenario is started. Please observe the output of the terminal to verify that the Workbench is available.

It may take a while for the platform to be ready as we are spinning up the Process Automation Manager Business Central workbench and Process Execution Server.

When the environment is ready you will see the following message in the terminal:

Waiting for the Red Hat Process Automation Manager workbench to become available

Enviroment ready!
$

When the workbench is ready, it can be accessed at: http://rhpam7-workshop-rhpamcentr-rhpam7-workshop.[[HOST_SUBDOMAIN]]-80-[[KATACODA_HOST]].http-proxy.katacoda.com/

Use the following credentials to log in:

  • username: developer
  • password: developer

If all is well, you will be presented with the following screen: