Getting Started with Process Reporting getting-started-with-process-reporting

Process Reporting gives AEM Forms users the ability to query information about AEM Forms processes that are currently defined in the AEM Forms implementation. However, Process Reporting does not access data directly from the AEM Forms repository. The data is first published to the Process Reporting repository on a scheduled basis (by the ProcessDataPublisher & ProcessDataStorage service s). The reports and queries in Process Reporting are then generated out of the Process Reporting data published to the repository. Process Reporting is installed as part of the Forms Workflow module.

This article details the steps to enable the publishing of AEM Forms data to the Process Reporting repository. After which, you will be able to use Process Reporting to run reports and queries. The article also covers the options available to configure the Process Reporting services.

Process Reporting Pre-requisites process-reporting-pre-requisites

Purge non-essential processes purge-non-essential-processes

If you are currently using Forms Workflow, the AEM Forms database can potentially contain a large amount of data

The Process Reporting publishing services publishes all AEM Forms data currently available in the database. It implies that if the database contains legacy data on which you do not want to run reports and queries, all of that data would also be published to the repository even though it is not required for reporting. You are recommended to purge this data before you run the services to publish the data to the Process Reporting repository. Doing so improves the performance of both the publisher service and the service that queries the data for reporting.

For details on purging AEM Forms process data, see Purging Process Data.

Configuring Process Reporting services configuring-process-reporting-services

Schedule process data publishing schedule-process-data-publishing

The Process Reporting services publish data from the AEM Forms database to the Process Reporting repository on a scheduled basis.

This operation can be resource-intensive and can impact the performance of the AEM Forms servers. You are recommended to schedule this outside your AEM Forms Server busy time-slots.

By default, the publishing of data is schedule to run every day at 2:00 am.

To change the publishing schedule, perform the following steps:

ProcessDataStorage service processdatastorage-service

The ProcessDataStorageProvider service receives process data from the ProcessDataPublisher service and saves the data to the Process Reporting repository.

At each publishing cycle, the data is saved to subfolders of a pre-defined root folder.

You can use the Administration console to configure the root (default: /content/reporting/pm) location and subfolder (default: /yyyy/mm/dd/hh/mi/ss) hierarchy format where the process data would be stored.

To configure the Process Reporting repository locations to-configure-the-process-reporting-repository-locations

ReportConfiguration service reportconfiguration-service

The ReportConfiguration service is used by Process Reporting for configuring the process reporting query service.

To configure the ReportingConfiguration service to-configure-the-reportingconfiguration-service

ProcessDataPublisher service processdatapublisher-service

The ProcessDataPublisher service imports process data from the AEM Forms database and publishes the data to the ProcessDataStorageProvider service for storage.

To configure ProcessDataPublisher service   to-configure-processdatapublisher-service-nbsp

Publish Data

Enable this option to start publishing process data. By default, the option is disabled.

Enable Process Reporting only when all the configurations related to Process Reporting components are set up appropriately.

Alternatively, use this option to disable process data publishing when it is no longer required.

Default: Off

Batch Interval (sec)

Each time the ProcessDataPublisher service runs, the service first splits the time since the last run of the service by the Batch Interval. The service then processes each interval of AEM Forms data separately to help control the size of data the publisher processes end-to-end during each run (batch) within a cycle.

For example, if the publisher runs every day, then instead of processing the entire data for one day in a single run, by default, it splits the processing into 24 batches of one hour each.

Default: 3600

Unit: Seconds

Lock Timeout (sec)

The publisher service acquires a lock when it starts processing data so that multiple instances of the publisher do not start running and processing data simultaneously.

If a publisher service that has acquired a lock, is idle for the number of seconds defined by the Lock Timeout value, then its lock is released so that other publisher service instances can continue processing.

Default: 3600

Unit: Seconds

Publish Data From

AEM Forms environment contains data from the time that the environment was set up.

By default, the ProcessDataPublisher service imports all data from the AEM Forms database.

Depending on your reporting needs, if you plan to run reports and queries on data after a certain date and time, it is recommended that you specify the date and time. The publishing service then publishes the date from that time onwards.

Default: 01-01-1970 00:00:00

Format: dd-MM-yyyy HH:mm:ss

Accessing the Process Reporting user interface accessing-the-process-reporting-user-interface

The user interface for Process Reporting is browser-based.

After you have set up Process Reporting, you can start working with Process Reporting at the following location in your AEM Forms installation:

https://<server>:<port>/lc/pr

Log in to Process Reporting log-in-to-process-reporting

When you navigate to the Process Reporting URL (https://<server>:<port>/lc/pr), the login screen is displayed.

To log on to the Process Reporting module, specify your credentials.

When you log in to Process Reporting, the Home screen displays.

Process Reporting Home screen process-reporting-home-screen

Process Reporting tree view: The tree view on the left side of the Home screen contains the items for the Process Reporting modules.

The tree view consists of the following top-level items:

Reports: This item contains the out-of-the-box reports that ship with Process Reporting.

For details on the pre-defined reports, see Pre-defined Reports in Process Reporting.

Adhoc Queries: This item contains options to perform filter-based search for processes and tasks.

For details on ad-hoc queries, see Ad-hoc Queries in Process Reporting.

Custom: The Custom node displays custom reports that you create.

For the procedure to create and display custom reports, see Custom Reports in Process Reporting.

Process Reporting title bar: The Process Reporting title bar contains some generic options that you can use when working in the user interface.

Process Reporting title: The Process Reporting title displays on the left corner of the title bar.

Click the title at any time to go back to the Home screen.

Last Update Time: The process data is published from the AEM Forms database to the Process Reporting repository on a scheduled basis.

The Last Update Time displays the last date and time up to which the data updates were pushed to the Process Reporting repository.

For details on the data publishing service and how to schedule this service, see Schedule process data publishing in the article Getting Started with Process Reporting.

Process Reporting user: The logged in user name displays to the right of the Last Update time.

Procces Reporting title bar drop-down list: The drop-down list at the right corner of the Process Reporting title bar contains the following options: