TIBCO BusinessFactor® User’s Guide

Software Release 5.4 January 2009

Important Information
SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN LICENSE.PDF) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE “LICENSE” FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright laws and treaties. No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc. TIB, TIBCO, TIBCO Adapter, Predictive Business, Information Bus, The Power of Now, TIBCO ActiveMatrix BusinessWorks, TIBCO Administrator are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/or other countries. EJB, Java EE, J2EE, and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE README.TXT FILE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES. Copyright © 2001-2009 TIBCO Software Inc. ALL RIGHTS RESERVED. TIBCO Software Inc. Confidential Information

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Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
TIBCO BusinessFactor Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Other TIBCO Product Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Typographical Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x How to Contact TIBCO Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

Chapter 1 Introducing TIBCO BusinessFactor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
EventFinder Quickstart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Choose What, When and Where – Then Click Get Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What's What . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Where . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . When . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Results Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Drill-down and More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The What, Where, and When of Your Business Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . What Events and Entities You Want to Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Where the Events or Entities are Located . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . When the Events Occur . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3 4 5 5 6 6 6 7 7 8 8

Exploring BAM Desktop and EventFinder Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 2 Starting BAM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Starting BAM Desktop and EventFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3 Understanding the EventFinder Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
EventFinder Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 What, Where, and When Panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The What Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The Where Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The When Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Controls Below the When Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 19 19 21 22

Results Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Table Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
TIBCO BusinessFactor User’s Guide

. . . 35 Setting the Scene: a Concert Ticket Sales Scenario . . . . . . . . . . . . . . . . . . . . . 27 Controls Below the Results Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Send a Capsule to a BAM Desktop Dropbox . . . . . . . . . . . . . . . . . 65 Examine Your Results With Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Save a Snapshot of a Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Set Alerts . . . . . . . 36 Choose WHAT Activities to Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Add More Information to a Viewpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Activity Capsules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Asset Capsules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Examine Your Results With a Different View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Create a Viewpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Choose WHEN the Activities Take Place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Working with Assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Create an Alert from an Activity Capsule . 89 Show History – Viewing a Metric’s Historical Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Concepts . . . . . . . . . . . . . . . . . . .iv | Contents Chart Mode . . . . . . . . . . . . . . . . . . . . 61 View Your Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Chapter 6 Taking Action in EventFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Choose WHERE Those Activities Take Place. . . . . . . . . . . . . . . 30 Generic Controls for EventFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Send via Email . . . . . . . . . . . . . . . . . 53 53 54 55 Chapter 5 Examining Your Results in EventFinder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Viewing Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Assign a Task From a Capsule . . . . . . . . . . . . . . . Task Capsules . . . . . Viewpoint Capsules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Snapshot Operations . . . . . . . . . . . . . . . . Viewpoints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 74 74 75 75 75 Open an Activity Capsule . . . . . 30 Chapter 4 Choosing Business Activities in EventFinder . . . . . 62 Examine Your Results With Tables . . . . . . . . . . . . . . . . . . . . . . . . . Alerts and Assets in EventFinder . . . . . Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Periodic Time Mode Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Working With Results Using Capsules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 TIBCO BusinessFactor User’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116 Example: Activity-Based Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Contents v | Chapter 7 Staying Organized with BAM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Collaboration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 Defining Alert Notifiers and Viewing the Alertbox . . . . . . . . . . . . 152 Creating Custom Visual Alerts. . 151 Customizing EventFinder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105 Follow Up on Dropbox Items and Tasks Assigned to Me. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Chapter 8 Customizing EventFinder from BAM Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 BAM Desktop Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Techniques . . 104 My BAM . . . . . . . . . . . . . . . 98 Personalization . . . . . . . . . . . . . . 155 TIBCO BusinessFactor User’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Updating Your User Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 Working with Snapshot Library and Monitoring Snapshot . . . . . . . . . . . . . . . . . . 136 Customizing the BAM Desktop . . . . . . 130 Using the Tracker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

vi | Contents TIBCO BusinessFactor User’s Guide .

technical staff work with business users to understand and translate key performance indicators (KPIs) into activity models. TIBCO BusinessFactor is a business performance monitoring and management platform that helps companies rapidly deploy BAM solutions resulting in: • • • Contextualization of enterprise data A powerful end-user visualization and interaction environment Real-time business performance and macro-process monitoring To enable this. Graphical viewing and collaboration tools (the BusinessFactor EventFinder and BAM Desktop) then allow business users to examine the information from many different angles to expose areas of the business that require attention. Topics • • • TIBCO BusinessFactor Documentation. page xii TIBCO BusinessFactor User’s Guide . in an ongoing cycle of business monitoring and improvement. Actions based on this pinpoint information can in turn be monitored. page viii Typographical Conventions. page x How to Contact TIBCO Support. Data integration and aggregation is made more efficient and streamlined through the BusinessFactor Aggregator framework.| vii Preface The purpose of Business Activity Monitoring (BAM) software is to enable decision makers to see what’s going on in their business.

TIBCO BusinessFactor Event Capture Services Palette Reference: This guide explains how to use the BusinessFactor Event Capture Services palette to select data from enterprise systems and aggregate it into the structures provided by the TIBCO Businessfactor activity model. TIBCO BusinessFactor API Programmer’s Guide: This manual exposes the platform capabilities of the TIBCO BusinessFactor product. The APIs that you can use to create custom. It provides instructions on using (and personalizing) the EventFinder and BAM Desktop applications to perform Business Activity Monitoring and to collaborate with other business users. web-based visualization screens that complement or enhance the out-of-box visualization screens offered by TIBCO BusinessFactor. known issues. TIBCO BusinessFactor Installation and Deployment Guide: Read this manual for instructions on site preparation.viii | TIBCO BusinessFactor Documentation TIBCO BusinessFactor Documentation The following documents form the TIBCO BusinessFactor documentation set: • TIBCO BusinessFactor Concepts and Design: Read this manual to gain an overall understanding of the product that will be helpful to users who design. It also provides information about how to deploy a BusinessFactor application using TIBCO Administrator. This guide provides instructions for using the tutorial project. customize and extend the resources used for the BAM Desktop and EventFinder. and any other important information that became available after the documentation was written. TIBCO BusinessFactor Project Development Guide: This guide explains how to use BusinessFactor palette to configure a TIBCO BusinessFactor project: implement the Activity Model. external resources and sample data used by the project. and TIBCO BusinessFactor software installation. TIBCO BusinessFactor Palette Reference : This guide is a reference to the resources available in the BusinessFactor palette which is accessed via TIBCO Designer. prerequisite software requirements and configuration. and administer a TIBCO BusinessFactor system. TIBCO BusinessFactor Tutorial: The TIBCO BusinessFactor tutorial provides a project. TIBCO BusinessFactor Release Notes: Read the release notes for a list of new and changed features. • • • • • • • • TIBCO BusinessFactor User’s Guide . TIBCO BusinessFactor User’s Guide: This manual explains the features and benefits of TIBCO BusinessFactor from the business user’s viewpoint. Use this guide in conjunction with the TIBCO BusinessFactor Event Capture Services Palette Reference. develop.

It includes two main components: the Rendezvous programming language interface (API) in several languages. TIBCO BusinessWorks™ software: This is a scalable. The TIBCO Administrator graphical user interface enables users to deploy. TIBCO Designer. machines and applications defined in a TIBCO Administration Domain. and easy to use integration platform that allows you to develop integration projects. and the Rendezvous daemon. and TIBCO Rendezvous.Preface ix | Other TIBCO Product Documentation You may find it useful to read the documentation for the following TIBCO products: • TIBCO Runtime Agent™ software: This software suite is a prerequisite for other TIBCO software products. extensible. and start and stop TIBCO applications. Java Runtime Environment (JRE). TIBCO Designer™: This graphical user interface is used for designing and creating integration project configurations and building an Enterprise Archive (EAR) for the project. monitor. In addition to TIBCO Runtime Agent components. • • • • TIBCO BusinessFactor User’s Guide . the software suite includes the third-party libraries used by other TIBCO products. TIBCO BusinessWorks includes a graphical user interface (GUI) for defining business processes and an engine that executes the process. TIBCO Administrator™ Enterprise Edition software: This software allows you to manage users. TIBCO Hawk Agent. TIBCO Rendezvous® software: This software enables programs running on many different kinds of computers on a network to communicate seamlessly. The EAR can then be used by TIBCO Administrator for deploying and running the application.

if no parameter is specified. code examples. Table 1 General Typographical Conventions Convention TIBCO_HOME Use Many TIBCO products must be installed within the same home directory. To introduce new terms For example: A portal page may contain several portlets. the default value is C:\tibco. For example. and output displayed in a command window. TIBCO BusinessFactor installs into a directory within TIBCO_HOME. The value of TIBCO_HOME depends on the operating system. MyCommand is enabled: MyCommand [enable | disable] italic font Italic font is used in the following ways: • • • To indicate a document title. BF_HOME code font Code font identifies commands. The value of BF_HOME depends on the operating system. This directory is referenced in documentation as BF_HOME. In large code samples. In command syntax.4. the default value is C:\tibco\bf\5. For example: MyCommand PathName TIBCO BusinessFactor User’s Guide . bold code font Bold code font is used in the following ways: • • • In procedures. To indicate a variable in a command or code syntax that you must replace. For example: Use MyCommand to start the foo process. to indicate what a user types. For example: See TIBCO ActiveMatrix BusinessWorks Concepts. For example on Windows systems.x | Typographical Conventions Typographical Conventions The following typographical conventions are used in this manual. on Windows systems. This directory is referenced in documentation as TIBCO_HOME. For example: Type admin. Portlets are mini-applications that run in a portal. filenames. to indicate the default parameter for a command. For example. pathnames. to indicate the parts of the sample that are of particular interest.

for example. For example: Ctrl+C. for example. For example: Esc.Preface xi | Table 1 General Typographical Conventions (Cont’d) Convention Key combinations Use Key name separated by a plus sign indicate keys pressed simultaneously. a way to apply the information provided in the current section to achieve a specific result. TIBCO BusinessFactor User’s Guide . The tip icon indicates an idea that could be useful. The note icon indicates information that is of special interest or importance. an additional action required only in certain circumstances. Ctrl+Q. for example. Key names separated by a comma and space indicate keys pressed one after the other. The warning icon indicates the potential for a damaging situation. data loss or corruption if certain steps are taken or not taken.

tibco. and information about getting started with TIBCO Support.xii | How to Contact TIBCO Support How to Contact TIBCO Support For comments or problems with this manual or the software it addresses. If you do not have a user name. you can request one.tibco. TIBCO BusinessFactor User’s Guide .com/services/support • If you already have a valid maintenance or support contract. please contact TIBCO Support as follows.com Entry to this site requires a user name and password. visit this site: https://support. • For an overview of TIBCO Support. visit this site: http://www.

|1 Chapter 1 Introducing TIBCO BusinessFactor This chapter provides an overview of TIBCO BusinessFactor™ and describes the Business Activity Monitoring (BAM) tools it provides for business users. page 2 The What. Where. provides a few tips for those who like to learn by exploring the software on their own. Topics • • • EventFinder Quickstart. and When of Your Business Activities. page 7 Exploring BAM Desktop and EventFinder Features. The first section. The sections following provide more background for those who prefer a conceptual introduction. page 9 TIBCO BusinessFactor User’s Guide . EventFinder Quickstart.

and correlate historical relationships. explore a variety of current business Activities.2 | Chapter 1 Introducing TIBCO BusinessFactor EventFinder Quickstart EventFinder is a Business Activity Monitoring user environment. EventFinder makes use of BusinessFactor's back-end data contextualization and unification features and data repository. discovery and correlation capabilities. It provides easy-to-use navigation. EventFinder provides a "point-and-click" interface that combines dynamic querying with instant feedback to give you the ability to identify new threats and opportunities. TIBCO BusinessFactor User’s Guide .

After you have a results set. 3. Zooming in on data You might then want to see a narrower selection. Click Get Results again. 4. zooming the map to show San Diego to choose only Activities that took place in San Diego. PRODUCT X. and When panels to apply different filter conditions to that set. These changes are reflected instantly in the results area. Example query For example. Control-click on PRODUCT Z to add it to the What panel (Control-click enables multiple selections) 2. After you specify your query and click Get Results. Extending the query TIBCO BusinessFactor User’s Guide . 1. To extend the search. for example.EventFinder Quickstart 3 | Choose What. 3. don't filter on location). Click Get Results to return the information you want to examine. Leave the Where panel set to the entire world (that is. The map and timeline also show visual information about the results. You see the changes instantly in the results area. you can continue to use the What. Where and When panels filters the available data. press Get Results again to refresh the results returned. Choose PRODUCT X from the What panel. to show more than the past two months and to compare PRODUCT X to PRODUCT Z. Where. 2. for example. Zoom out in the When panel. such as red dots on areas of concern. and zooming the timeline to a certain week. Choose only the past two months. here's how you might query the sales activity of a product. the BusinessFactor back end components return all matching items of data and display the results in the bottom panel. When and Where – Then Click Get Results Interacting with the What. If you change your criteria to include more data than is in the original set. do this: 1.

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What's What
The What panel organizes the business topics, that is, the Activities being tracked, into categories. Topics in the What panel are set up for your particular installation of BusinessFactor. You should find them very familiar, because they are drawn from your business environment. For example, a WHAT panel might show products and product lines, inventory, sales, news, forecasts, supply, processes, projects, shipments, modes of transportation (airplanes, ships, cars, trucks)-whatever your business deals with.

TIBCO BusinessFactor User’s Guide

EventFinder Quickstart 5

|

Where
The Where panel can map Activities in any number of spatial realms, symbolic as well as geographic, including: • • • • Varying levels of geography (globe, continent, country, state, city, street) Actual products (like an automobile or semiconductor design) Macro-processes (like a patient process through the emergency center) Semantic maps (like a mapset or scorecard showing strategy or quality in multiple dimensions)

The map provides rapid visual understanding and navigation. Your selected business Activities (Activities are BusinessFactor items representing actual business activities) are shown on the map and can be configured to display different colors and graphics based on conditions. Examples include a red dot over a city with poor inventory or sales levels, or a green square over a particular process map indicating healthy activity, or a yellow diamond on a manufacturing floor where a particular machine is starting to have problems. The Where panel has a button that toggles between the map and a tree of locations allowing you to find and isolate one or multiple locations to be filtered on or monitored. The map and tree view are set up separately and how they are used depends on your project needs.

When
The When panel allows you to specify the time frame you are interested in. You can zoom into granular time frames or compare multiple time periods. For example, you can just focus on today to see current performance around any activity. If you want to compare today with last week, zoom out on the timeline to show two weeks. Just like the Where panel, the specified time parameters dynamically filter results, and can carry color coding, showing performance states over time. For more precise control over time frames, click the button that toggles between the Advanced Time Control and the Basic Time Controls. In Advanced Time Control, the exact time frame of interest can be typed wherein the Basic Time Mode, the Zoom in and Zoom out controls are used for setting the time period. The Pan and Jump left or right buttons are also used in the Basic time mode. Alternatively, you can directly left or right-click in the top half of the time line to zoom in or out. You can also use Periodic Time control to examine results for repeating time periods such as first day of the month, Quarter 3 of every other year, where Q1 starts in December, and so on.

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Your BAM solution may not use all levels of granularity available in the product. For example, you may only have inventory levels available at a daily basis, so zooming into an hour or minute may not have an impact on results.

Results Panel
The Results panel occupies the lowest portion of the window in the default layout. The results table is populated after you click Get Results. In some cases (if Monitor is used) results are automatically updated. It depends on how your solution was implemented. Results will look different with every BusinessFactor application, but in most cases you will see a description of the activity and a few key performance indicators (KPIs) arranged in columns. You can change the selection of columns displayed by switching to another View of the activity. You can sort by any column, and you can view visual information about any column in the map and timeline, if this has been configured for your project. To sort the data in any column in ascending or descending order, right-click on the column heading of the results table.

Chart View
To see numeric results in the form of a graph, click , pick a graph type (pie, column, line and more) and suitable metrics (or performance metric) to chart on. After you select the metrics using Chart Metric, select the Type and Style for the chart as per your application’s requirement. Just like the table (text) view of results, interacting with any of the What, Where and When panels will update the chart, so you can see relationships between various activities quickly and dynamically.

Drill-down and More
You can drill down to more detail about any activity by double-clicking on it in the table, map, or timeline (as well as other places). This brings up a window with details about the activity, called the Activity Capsule. From an Activity Capsule you can launch various BAM action features. From EventFinder you can take various actions that enable follow-up and collaboration on your findings. For example: • • • • Saving graphs Saving results to a text file or to clipboard Saving most used query parameters as snapshot for easy retrieval Sending findings to colleagues and collaborating, using BAM Desktop

TIBCO BusinessFactor User’s Guide

so that you can examine and compare information from different angles and levels of granularity to establish the factual evidence that helps you make good business decisions. or an employee. Entities An Entity has no time element. Where. concerts and sports are events. What Events and Entities You Want to Monitor The What dimension deals with the actual business Activities you have chosen to monitor. Event and Entity Taxonomies (Categories) To help you choose business activities that are relevant to you. marketing information. Entities can be Participants in Events. Because BusinessFactor is used in so many different business environments. In the Acmetix tutorial. Where. and customer activity could all be Events in BusinessFactor. a truck. Your taxonomies of categories reflect relationships in your business and should be familiar to you. in the context of your business project has no time constraints or aspects. For example. In the Acmetix tutorial. and they are Participants in concerts (Events). a business resource such as a piece of machinery. and When of Your Business Activities A BusinessFactor project relates your business Activities together along three axes or dimensions: • • • Topic—what they are Space—where they are Time—when they occur These relationships (and others) are built into the data that is aggregated for your project. Event performers are Entities. TIBCO BusinessFactor User’s Guide . and When of Your Business Activities 7 | The What. Entities display in the map and results area of the EventFinder interface when you switch to Entity mode and select Who tree in the What panel.The What. your project administrators and designers have associated Events and Entities with two taxonomies of Event categories and Entity categories. Inventory data. supply chain information. very generic names are used to identify two basic types of items: Events An Event is any business activity that occurs in time.

for example. Activities that occur during the specified periods (or that overlap with the period) are included. factories. assembly lines. such as a macro-process map. and to view data for different time periods. products. balanced scorecard. Or they could be thematic locations. and weekly. and venues. magic quadrant.8 | Chapter 1 Introducing TIBCO BusinessFactor Where the Events or Entities are Located Events and Entities are associated with locations that are meaningful for your project. daily. network topography. EventFinder has a graphical timeline that lets you dynamically view data at different levels. every other day. such as hourly. or on the first day of the month. for example. When the Events Occur All Events (Activities) are associated with a time period or point in time. and beds. and so on. You can choose activities using a filter that specifies repeating time periods. or hospitals. and so on. cities. These could be physical locations. states. and stations. You can also specify an exact beginning and end time to define a period during which you want to see performance information. emergency rooms. TIBCO BusinessFactor User’s Guide .

please read the basic concepts explained in this chapter. and collaborate with colleagues to resolve any issues revealed. Track actions you take based on your findings. and has been loaded with some data for you to monitor. The BAM Desktop is an out-of-the box monitoring environment with the advanced personalization and collaboration facilities. and take further steps as needed. See Chapter 2. Before You Begin Please ensure the following: • • • TIBCO BusinessFactor is installed and running. In addition. You have a user login to access the BAM Desktop and EventFinder. Working together. Starting BAM Desktop. these applications enable you to: • • • Monitor and explore information about your enterprise’s business activities. Monitor the results of your actions. You have downloaded and installed EventFinder. on page 11. EventFinder is a dynamic ad-hoc query environment with interactive dashboards that empower users to easily answer their own questions without the assistance of developers. TIBCO BusinessFactor User’s Guide . use this manual to familiarize yourself with the flow of using EventFinder and BAM Desktop.Exploring BAM Desktop and EventFinder Features 9 | Exploring BAM Desktop and EventFinder Features While you are learning to use BusinessFactor. in a cycle of continuous responsiveness and business improvement.

10 | Chapter 1 Introducing TIBCO BusinessFactor TIBCO BusinessFactor User’s Guide .

| 11 Chapter 2 Starting BAM Desktop This chapter explains how to start EventFinder and Business Activity Monitoring Desktop (BAM Desktop). page 12 TIBCO BusinessFactor User’s Guide . Topics • Starting BAM Desktop and EventFinder.

where your specific values replace those shown in italics: http: //bf-host:port/pps/tibco For example. — If one configuration has been set up. Start EventFinder 4. start it from the TIBCO Business Activity Monitoring Desktop (BAM Desktop). click Launch. One or more configurations may have been defined for different monitoring purposes. A configuration is an EventFinder setup that has been defined for your BusinessFactor project.12 | Chapter 2 Starting BAM Desktop Starting BAM Desktop and EventFinder After you have installed EventFinder. Click Submit to enter into the BAM Desktop and to start EventFinder. choose a configuration from the drop-down list and click Launch. The system first loads Java followed by a Security Warning dialog box: TIBCO BusinessFactor User’s Guide . enter your user name and password. a BAM Desktop URL might look like this: http: //Prophet:8180/pps/tibco 2. The URL follows this format. — If more than one configuration has been set up. Open the BAM Desktop Web Page 1. 3. what you see depends on how many EventFinder configurations have been set up for your project. To access the BAM Desktop. Under the BusinessFactor EventFinder heading. Open your browser and access the BAM Desktop using the URL provided to you by your administrator.

click Details. The Certification Information window appears that displays details such as serial number.com page from where you can install Java Web Start. Understanding the EventFinder Interface on page 15. Note that if you install TIBCO EventFinder 5. and then displays the EventFinder interface. If the EventFinder is configured with login timeout setting. after a certain period of inactivity.0 server. version. the "Do you want to install Java Web Start" dialog appears. Click Yes to install Java Web Start and launch EventFinder on your machine. — Uninstall the old version of EventFinder on your machine. Click Yes to convert all your snapshots to the new version and to store them on the TIBCO BusinessFactor 5. See the next section. the EventFinder detects it and asks whether you want to: — Migrate all the existing snapshots to the newer version. Click Yes to uninstall the old version. the system keeps the old version.Starting BAM Desktop and EventFinder 13 | If Java Web Start is not installed on your machine. 5. Certification path and so on. It is possible to have both EventFinder versions on the same machine as they do no conflict with one another. validation period. for a brief description of the EventFinder features. To know the details about the Certification. If you click No. The system displays a progress indicator to show the loading of EventFinder. Click Start to continue with the EventFinder installation.sun. Click No to open the www. the system clears the data from the application and you will be asked to login again. 6.0 on a machine that already has a previous version of the EventFinder installed. TIBCO BusinessFactor User’s Guide .

14 | Chapter 2 Starting BAM Desktop TIBCO BusinessFactor User’s Guide .

page 17 What. and When Panels. page 19 Results Panel. page 16 Menus. Topics • • • • EventFinder Layout. Where. page 24 TIBCO BusinessFactor User’s Guide .| 15 Chapter 3 Understanding the EventFinder Interface This chapter provides information about the EventFinder layout and the various menus available on it.

Later chapters explain in more detail how these features are used. beginning at the top with the menus. and ending with the buttons at the bottom. Your EventFinder interface may have a different look and feel from the one shown below. as many features can be enabled or disabled during project configuration.16 | Chapter 3 Understanding the EventFinder Interface EventFinder Layout The EventFinder graphical interface uses visual indicators both to display information and to let you interact with it. exploring the results dynamically. The following figure shows the default EventFinder layout with Advanced Time Control. TIBCO BusinessFactor User’s Guide . This section gives you a brief description of all the available indicators and controls.

My Snapshots: Allows you to quickly access all the snapshots that were stored under My Snapshots folder using the Edit/Retrieve Snapshots dialog. and remove snapshots you no longer need. When you right-click on any area within the What panel. and can select one. you see all Views that can be used with the current taxonomy category selection. Customize Map Sets: Allows you to display and work with different maps in the Where panel. Snapshots Edit/Retrieve Snapshots: Lets you save your current selection criteria (set up in any of the What. See Examine Your Results With a Different View on page 72 for more information on this topic. Periodic Time: Allows you to access the Periodic Time Settings dialog. The interface changes immediately to that View of the data. You can also access it by clicking the Periodic Time On/Off indicator above the When panel. if more than one has been defined for this project. A View is a selection of columns (showing metrics). When panels) with a name for future use. Where. set up for a particular monitoring purpose. Views Allows you to switch to any View defined. You can select a snapshot from the list to immediately apply the settings in the snapshot to your current EventFinder settings. The minimum number is 25 and maximum is 1000. edit and apply a snapshot you saved earlier. TIBCO BusinessFactor User’s Guide . A snapshot stores the associated view in the Event or Entity mode.Menus 17 | Menus The following options are available from the EventFinder menu bar at the top of the display: File Exit: Allows you to close the TIBCO BusinessFactor EventFinder window. Snapshots are available in the EventFinder configuration for which they are set up. It is executed when you launch EventFinder. One snapshot can be chosen as the default. Results Display: Allows you to define the number of results (table rows) per display page.

the What tree (used to filter Events) and the When controls are not displayed. Where Mode: allows you to select the Map or Tree view of locations for selecting a single or multiple locations to be filtered or monitored. you specify the exact time ranging from years to minutes.18 | Chapter 3 Understanding the EventFinder Interface Community Snapshots: Allows you to access the global snapshots based on your role. Entities can be resources. machines. people. Also. In Basic mode. and so on. When you switch to Entity Mode. which examines Events. the result panel displays the results only for Entities. you set the time by panning and zooming on the timeline whereas in the Advanced mode. Shared Snapshots: Allows you to access and apply the snapshots that are currently being shared with you by other users. TIBCO BusinessFactor User’s Guide . Entities are the Activities that have no time component (in the scope of the project). and not for Events. either in the Basic mode or the Advanced mode. Only the users belonging to that role can access these snapshots. EventFinder uses Event Mode. Modes Search Mode: allows you to switch between Event and Entity mode. Events are the Activities that have a time component. Time Control Mode: allows you set the time controls for When panel. Results Display Mode: allows you to display results in the form of a Table or a Chart. The global snapshots are created by the TIBCO BusinessFactor administrator and shared with a role. By default. Note that if you switch to Entity mode. you can examine Entities.

and that match your other criteria. Select (and deselect) Activities: Select a single Activity by clicking and select multiple Activities using control-click or shift-click. and When Panels 19 | What. All the Activities associated with the topics you choose. are returned when you click Get Results.What. Where. In the Entity Mode: — The Who tree displays all entities.) The Where Panel The Where panel enables you to: • Filter Activities by panning and zooming on the map to restrict the selection to Activities that exist in the currently displayed portion of the map. which are Activities with a time component. When you use the Who tree. — The Who tree organizes Entities. The X and Y axis boundaries of the displayed portion. • • TIBCO BusinessFactor User’s Guide . relative to those defined for the map. and When Panels The following sections provide information about the three panels in EventFinder. Where. Events that reference the chosen Entities are displayed. Views can be limited to use with specified categories. (See Examine Your Results With a Different View on page 72 for more about Views. • Switch Views by highlighting a category or categories and selecting one of the Views listed in the right-click menu. which are Activities with no time component. Only Views allowed for the selected category or categories are listed. In the Event Mode: — The What tree organizes Events. The What Panel The What panel enables you to: • Filter Activities by choosing one or more topics (categories). are shown below the map. Launch an Activity’s Activity capsule by double-clicking the Event or Entity indicators on the map.

timeline. — A colored line joins multiple locations that are associated with a single Activity. or custom images to represent specific values or ranges defined by thresholds. depending on the customizations you do in the BAM Desktop or in the project configurations. or map set. — Various visual indicators (alerts) may appear if they have been set up by project administrators. shown below. yellow. For example. depending on the EventFinder set-up. timeline. They appear in the map. and those over which the mouse pointer moves.20 | Chapter 3 Understanding the EventFinder Interface • Identify Activities using location indicators: Indicators can be set up in a variety of ways. the selected column in the results table may use images or colors to indicate values in specified ranges. TIBCO BusinessFactor User’s Guide . or users. — Different visual indicators are used to indicate the selected Activities. you can filter Activities whose bounds overlap with the combined bounds of the selected locations. as well as in the table. such as green. • Switch between Tree mode and Map mode using the following buttons: Click this button to display the locations in Tree view. such as warning signs for low levels. It appears when the mouse pointer rolls over the Activities in the table. — Each Activity’s locations are denoted by a small colored box or an image. or if the Activity is of a certain type. and red health indicators. — A Multi-item view is used to display the Activities that are located at the same location or are close together on the map. In Tree mode.

Select (and deselect) Activities by clicking to select one. — Different colored bars along the upper edge of the timeline indicate the selected Activities. select this button. such as warning signs for low levels. and control-clicking to select multiple. You can also define recurring time periods using Periodic Time (see below). and those over which the mouse pointer moves. After selecting one or more locations in the Tree view. Identify Activities using time indicators: — Each Activity’s time frame is denoted by a rectangle. The map zooms to show all the selected locations in the map mode. Launch an Activity’s Activity capsule by double-clicking the Event or Entity indicators on the timeline. — Various visual indicators (colors) may be used to display the bars and rectangles if the selected column in the results table has been set up to indicate values in specified ranges. The When Panel The When panel enables you to: • • • • • • Filter Activities by panning and zooming on the timeline to restrict the filter to Activities that occur in the currently displayed time frame. Where. Advanced Time Control lets you specify exact time durations/spans to examine. and When Panels 21 | Click this button to display the Map view of locations.What. TIBCO BusinessFactor User’s Guide .

and send emails or send to dropbox. to select Activities that occur every Monday. Viewpoints are used for collaboration. • QuickPick: Select this button to quickly access the snapshots that are relevant to your current view. zooming in on the timeline displays only events that occurred in that time frame. It allows you to Launch an Activity Capsule where you can perform various actions on the selected Activity. Select a row from the Results area to display the Launch option. create a viewpoint. In addition. you can assign a task. • Get Results: After you have set up your selection criteria. the Launch option is available. Please refer to the TIBCO BusinessFactor Project Development Guide for details. When you set the Monitor button On. By default. or during the first fiscal quarter. EventFinder automatically re-queries the server (at a predefined interval) using the selection criteria you defined before you pressed Get Results. Set the Monitor button Off to get the fresh results only after you press Get Results. For the selected activity. for example. Monitor: It allows you to turn the automatic monitoring of results (Auto-Refresh) On and Off. EventFinder is configured to have Viewpoint actions. click Get Results to fetch matching Activities from the server. See the section on Customize for details. set alerts. They enable you to add information to the evidence provided by the Activity data TIBCO BusinessFactor User’s Guide • . You can work within the results set returned without clicking Get Results. All the snapshots that were previously stored under the My Snapshots folder and associated with the current view are displayed for quick selection. The adjacent drop-down list displays the actions that you can perform after you select a row from the results table. Zooming out displays the original set of events again. It opens the Viewpoint Creation Tool where you can build a Viewpoint based on the current selection of Activities. For example. The project administrator can create customized JSPs for some custom actions. In the Acmetix tutorial project. See the section on Activity Capsules on page 74 for details. Click to turn Auto-Refresh on or off. • Action: This button is configurable.22 | Chapter 3 Understanding the EventFinder Interface Controls Below the When Panel The area between the When panel and the Results panel (in the default EventFinder layout) contains various controls: • Periodic Time On/Off: The On/Off indicator (which also functions as a button) indicates if a periodic time filter is in use. It allows you to define Viewpoint for the selected activity. all the snapshots imported from the previous test mode run using the Snapshot resource are displayed in QuickPick. It is possible to configure other actions for any BusinessFactor project.

and When Panels 23 | and share it with others for discussion. action and so on. See Create a Viewpoint on page 80.What. TIBCO BusinessFactor User’s Guide . Where.

For example. Choose the selected column by clicking on the column header (or using the right-click table menu option). • Highlight an Activity by holding the mouse pointer over it. for example. You can also use the right-click table menu. In Table mode. This displays its indicators in the map and timeline in a more emphatic way . Select Activities by clicking them. • Choose the sort column and sort order by right-clicking on the column header (or using the right-click table menu option). you can do any of the following. • • • • TIBCO BusinessFactor User’s Guide . Shift-click selects ranges of rows. as defined in the currently used View. low values may display in red or using a warning image. Table Mode The Results panel in Table mode shows the Activities returned when you click Get Results or further filters the results set. Map and timeline indicators for selected Activities also indicate that they are selected. Control-click adds individual rows.with larger icons and bigger boxes.24 | Chapter 3 Understanding the EventFinder Interface Results Panel You can display the results in chart or table format. if they have been configured to do so. It shows various columns taken from the Activity. and high values may display using another color or image (or both). The values in the selected column can affect the display in the timeline and map. You can also select Activities by clicking them in the When and Where panels. or by using the Clear Selections option of the right-click table menu. An unselected column header appears in light blue color and the selected column header appears in dark blue color. Right-click once to sort the data in ascending order and right-click again to remove the sort entirely. The sort column and its sort order are indicated by a small triangle in the column header. Deselect Activities by control-clicking individual rows. Click this button to display the results set in a tabular format. Launch an Activity’s Activity capsule by double-clicking it. or by clicking in a blank area of the table.

The page size takes effect the next time you click Get Results. if you wish to sort your results in a particular order based on any metric. you will get all the results sorted based on the selected sort order and metric. click Sort and Get Results or click Add Filter and Get Results. You can increase the page size up to 1. Double-click the Add Filter option to specify the values and keywords for metric filtering. using the Sort or Add Filter options does not sort or filter the entire results set together. • Note that if your results are spread across multiple pages of the Result Panel. You can also do this by clicking in a blank area of the table. Results Table Menu You can perform many actions either as described above. using the Customize > Results Display menu option.000 rows. Similarly. not to the entire results set. if it does not completely fill the results panel. Use right-click menu options See next section. • Clear Selections: Clears all Activity selections. or using the right-click table menu: Note that all actions apply to the currently displayed page of results. select the metric column and right-click to sort.Results Panel 25 | • Add Filter to limit the results further by specifying filtering methods and criteria. TIBCO BusinessFactor User’s Guide . To sort or filter all the available results (spread on multiple pages) simultaneously. You can perform filtering on each column for numeric and string metrics only. Next time when you click Get Results. but sorts or filters results page-wise.

— Select All Items: Selects all Activities in the currently displayed page of Activities. you can select rows for export. Cancel: Click to dismiss the Results Table menu. You can pick a different column. — Remove From Selections: deselects the selected row that the mouse pointer was pointing to when the menu was opened. You can also do this by clicking on the Activity that exists in the table. which saves the tab-delimited list to a file in your chosen directory. Two options are available. You can also do this in the table by holding down the Control key and clicking a selected row. You can pick a different column. • • • • • TIBCO BusinessFactor User’s Guide . as described in Controls Below the Results Panel on page 30. and To File. To Clipboard. with the currently selected column displayed in a different font. • Export Table: You can export the currently displayed page of Activities to a tab-delimited list. You can also set the sort column by right-clicking the column header in the table. or No Sort Column. You can also reverse the sort order by right-clicking the column header of the sort column. Export Selections: Instead of exporting the entire page to a file or to the clipboard. Reverse Sort: Reverses the current sort order in the sort column. which copies to the clipboard so you can paste into another application. Set Sort Column: Shows a list of all columns with the current sort column displayed in a different font. Set Selected Column: This option shows a list of all columns. When or Where panel. — Select ONLY This Item: Deselects all other Activities and selects the one on which the mouse pointer was resting when the menu was opened. — Launch Selected Item: Select a single Activity in the table to open its Activity Capsule window. You can also add a highlighted row by control-clicking it in the table.26 | Chapter 3 Understanding the EventFinder Interface • Select: The following options help you define selections of Activities: — Add To Selections: Adds the currently highlighted row to the Activities selected. You can also set the selected column by clicking the column header in the table. • Perform Action: This provides another way to access the features available by clicking the Action button (or Launch button depending on configuration).

The Results panel in the Chart mode displays only the selected activities in the current results page. Based on the selected Activities in the table view of results panel. Chart Metrics Click to select the metrics for chart display. You can select one or more metrics from the list to chart. Needle Gauge. The example below shows a bar chart. and Thermometer Gauge type of charts. the following options help you display a chart. you must select the metrics for Bubble Metric and Line Metric in the following dialog: Note that it is possible to select the same metric for Bubble Metric and Line Metric for Bubble chart.Results Panel 27 | Chart Mode Click this button to display results in the form of a chart or graph. In the Chart mode. TIBCO BusinessFactor User’s Guide . If none of the activities are selected. the chart displays all the activities in the current page. For Bubble chart. the metrics appear in the Select Metrics to Chart dialog. Note that you cannot select multiple metrics for Pie. Use control-click or shift-click to select multiple metrics. The chart shows various color indicators set up to display different metrics.

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Chart Types Select the type of chart to display from the following options: Line Area Bar Pie Bubble Thermometer Needle

Chart Style Select a style for chart display from the following options: Clustered Stacked Superimposed Stacked Percent

When you select more than one metric to chart, selecting the appropriate style can add more value to the chart. Only styles specific to the selected type of chart are enabled for selection. For example, clustered style is available only for column charts. Using various styles, you can display the chart with different plots of the metrics superimposed one in front of the other or stacked on each other. Chart Enlarge View Click this button to display the chart in a separate window for good visibility. Alternatively, use the Chart Only layout mode. You can then use the following features in addition to all the other features: — View a legend showing the metric names associated with each chart element or color (not needed for some chart types). — Save to file using .png (portable network graphic) format. — In the main EventFinder window, click again to get the table display. Now when you select and deselect rows in the table or change the sort column or sort order, this is reflected in the chart. — Save the chart image to a file by clicking save the file. and specifying the location to

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Chart Operations • Choose a single or multiple Activities to chart. When you select single or multiple rows in the table view of results panel, values from the chosen metric or metrics (depending on chart type) are shown in the chart. Display the name, description and value of the column associated with an element (for example, a bar in a bar chart) by holding the mouse pointer over the element. Update the chart dynamically by changing your selection in any of the What Where and When panels. Launch an Activity’s Activity capsule by double-clicking it in the chart. Control the Elevation and Rotation of the chart by using the control-click with the left-mouse button on the chart. Move the mouse in various directions to change the rotation and elevation of the chart display. Zoom the Chart Display by using the shift key with the left-mouse button. Move the mouse in upward or downward direction to zoom-in and zoom-out the chart rendering. Get the Close-up View of the Chart by dragging the sliders at the bottom of the chart. It allows you to change the end points of the current set of data that you are viewing, so that you can view the data of your interest more closely.

• • •

Chart Rendering The following buttons help you to render the chart in different ways. You can toggle the last three buttons to see the chart with different projections. Play with these buttons until you finalize your chart display and then select the ones you prefer. Icon Description Click to modify the advanced rendering settings for the chart. The settings allow you to modify values for Zoom, Depth, Rotation, Elevation, and Depth gap between metric renderings. You can change the lighting effects also. Click to turn off the stroke of the renderers. It removes the demarcation line between various Activities. Click to display or hide numerical values for each Activity in the chart (not needed or available for some types of charts).

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Icon

Description Click to render the chart 2D Orthographic projections. Click to render the chart 3D Orthographic projections. Click to render the chart 3D Oblique projections.

Note that projections are not applicable for needle, thermometer, and bubble charts. For more information, see Examine Your Results With Charts on page 68.

Controls Below the Results Panel
The area below the Results panel (in the default layout shown) contains various indicators and controls: • • • Current View: Shows the name and description of the View in use. Prev and Next: Allows you to page up and down through the results set if the results are spread across multiple pages. Status Lines: The area between the two buttons provides information about the results set: total events, how many visible, how many pages of results and how the table is currently sorted.

Generic Controls for EventFinder
To enlarge the What, Where, When panel or Results area in EventFinder, use any of the following controls: Enlarge Panel

Click this button available at the top-right corner of each panel to enlarge the corresponding panel. All panels in EventFinder can be enlarged to occupy the entire area.

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Restore Default View

Click this button at the top-right corner to change the current layout. The following figure displays the options that are available for selection:

In Event Mode, Default displays the four panel layout of EventFinder that shows What, Where, When, and Results panel. In Entity mode of EventFinder, Default displays only three panel layout for What, Where, and Results.

TIBCO BusinessFactor User’s Guide

Select What, Where, When, Table, or Chart to display only a single panel layout in the entire area of EventFinder. Selecting Where changes the layout as shown:

Results Panel 33

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To display combination of any two panels in EventFinder, select one of the remaining options available in the list. Selecting Where and Chart option displays the following layout:

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TIBCO BusinessFactor User’s Guide .34 | Chapter 3 Understanding the EventFinder Interface To switch the layout of EventFinder from double panel to default layout or single panel layout. use the following buttons available below Get Results: Note that all the EventFinder layouts except the default layout display the Status bar at the top and the Results Filter Status indicator button next to the Get Results button.

| 35 Chapter 4 Choosing Business Activities in EventFinder This chapter explains many ways in which you can select business information to examine. page 42 Choose WHEN the Activities Take Place. page 53 TIBCO BusinessFactor User’s Guide . page 48 Save a Snapshot of a Query. Topics • • • • • Setting the Scene: a Concert Ticket Sales Scenario. Later chapters explain what actions you can then take on the business information using the software. page 37 Choose WHERE Those Activities Take Place. page 36 Choose WHAT Activities to Monitor.

an employee of a fictional company that sells tickets to entertainment events. Most sections have the following subsections to help you become familiar with EventFinder and BAM Desktop features: • • • Concepts Scenario Techniques TIBCO BusinessFactor User’s Guide . whatever it may be.36 | Chapter 4 Choosing Business Activities in EventFinder Setting the Scene: a Concert Ticket Sales Scenario In this guide. notices a dip in sales in some folk concerts taking place in California in 2005. Jane. The purpose of this very simple scenario is to provide an easy-to-follow story-line that helps to demonstrate the main product features. You can then apply the concepts to your own much more interesting business situation. and to show how they are all connected to a business context.

to allow searching using different criteria. This is because they are modeled after your actual business practices and needs. Your categories and the way they are organized should be immediately familiar to you. and with a Parts Supplier category. so you can work with the software easily. which are Activities with a time aspect – a specific date or time. They have metrics. which are generally the metrics you are interested in examining. for example. For example. The What panel also displays the BAMViewpoint. which are business topics.Choose WHAT Activities to Monitor 37 | Choose WHAT Activities to Monitor Concepts The WHAT panel allows you to choose what business Activities to examine or monitor. They could be people or things or records in a computer and so on. The Entity taxonomy (Who) categories organize Entities. and also with a more general Concerts category. a concert might be associated with a Comedy category. TIBCO BusinessFactor User’s Guide . or a duration in time. Assets. a Subwidget may be associated with an Widget Product category. A single activity can be associated with more than one category. The Event taxonomy (What) categories organize Events. Entities can be associated with Events as Participants. Activities Activities are the Events and Entities in your business that you select using the taxonomies. and Tasks as categories in the tree. To take a different example. wants to see how ticket sales are going for the Comedy and Classical concerts. Jane. Scenario The ConcertMaster sales manager. Activities can be associated with other Activities as well. which are activities with no time aspect. too. Events are associated with a time or time period. so she’s expanded the What tree to What > ACMETicketing > By Event Type > Concerts and picked Comedy and Classical which are the names of two type of concerts. Activity Categories There are two trees (taxonomies) of categories. and other criteria. such as their location.

the condition is set to OR and displays all Activities present in any of the selected categories in the Result panel (if they satisfy the condition). If you select a parent category. Control-click nodes to select (or deselect) additional categories. By default. Click a category to select it.38 | Chapter 4 Choosing Business Activities in EventFinder Techniques You can choose Activity categories from the taxonomy trees for any search. This is true while you are in Event mode. all the child categories are selected by default and clicking Get Results returns activities belonging to children also. Set the filter criteria and method to display only those results that fit the specified selection criteria. Use AND or OR. You can toggle between OR and AND condition to select different set of categories. and click the minus sign to collapse it. Choosing from the Who category tree selects all Events associated with any of the Entities you choose. Using Filter to Limit What Activities to Display Use the Add Filter option available at the bottom of each column in the table mode of the Results panel. You can toggle the OR in the top right corner of the What panel to AND. • • TIBCO BusinessFactor User’s Guide . You can switch to Entity mode (if your configuration allows this) to examine the entities themselves. This selects only those Activities that are associated with ALL the selected categories. Explore the taxonomy trees by expanding and collapsing the category nodes: • • Click the plus sign to the left of a category name to expand the node and see its child categories.

Only the Activities that satisfy the above selection criteria are displayed in the results panel. Filter Method: Select any relational operator from the following drop-down list that contains the conditions: greater than (>). The options for Filter Method and Filter Criteria depend on the data type of the metric values in the results panel. Select Enable Metric Filtering to display Filter Method and Filter Criteria. If you choose any other expression. Filter Criteria: Enter any numeric value as per your requirement. the following dialog appears: TIBCO BusinessFactor User’s Guide . Numeric Metric Filter For numeric metric. 2. less than (<). String Metric Filter For string metric. greater than or equal to (=>). equal to (=). Double-click Add Filter to display the Set your metric filter for <metric name> dialog where <metric name> is the name of the metric (column) that you select for setting the filter. a Value field appears. Upper Value and Lower Value fields appear for you to enter the range. between.Choose WHAT Activities to Monitor 39 | 1. the following dialog appears: You can select the filter method as well as enter value for selection. If you choose between. less than or equal to (<=).

months. To set a filter. If you choose between. Date Metric Filter For date metric. All of the Keywords: Activities that contain all keywords are selected. and the results set changes accordingly. the following dialog appears: By setting the filter on a date metric. select the appropriate Filter Method and then enter the Filter Criteria. weeks. you can filter only those Activities that occur earlier or later than the current time. As with the other criteria in the What. The exact phrase: Activities that contain all the keywords.40 | Chapter 4 Choosing Business Activities in EventFinder You can enter multiple key words separated by spaces. If you choose > or < expression. Using this filter. Where. hours. less than (<). or between two time periods relative to the current time. or years. are selected. between. The keywords can be anywhere in the metric to which you apply the filter. Filter Method: Select any relational operator from the drop-down list that contains the conditions: greater than (>). and When areas. you can identify the Activities that have an approaching deadline and require your immediate attention. In addition. exactly as entered. a Value field appears. you can enter or change Filter after an initial data set has been selected to dynamically change the selection criteria. Activities that have passed their deadline can also be identified. They are used according to the option you choose from the drop-down list: Any of the Keywords: Activities that contain any one of the keywords are selected. Filter Criteria: Set the filter criteria using the following steps: TIBCO BusinessFactor User’s Guide . The time period can be entered in terms of minutes. fields for specifying the upper threshold and lower threshold with respect to the current time appear to enter the time period. days.

— Specifies time earlier than the current time. or years. the current time: — Specifies time later than the current time. Select one of the following buttons to specify whether the time period is later or earlier than Now. Boolean Metric Filter For Boolean metric. for the Set the keyword(s) to match field. that is. hours. The thresholds that you specify are automatically adjusted relative to the current time if the monitor feature has been enabled in your EventFinder. c. the following dialog appears: By setting the filter on a boolean metric. TIBCO BusinessFactor User’s Guide .Choose WHAT Activities to Monitor 41 | a. select true or false from the adjacent drop-down list. weeks. you can filter only those Activities that satisfy the filter criteria. months. Enter any numeric value in the adjacent field to specify the time period. Only the Activities that satisfy the above condition are displayed in the results panel. The available options are minutes. b. days. To set a filter. Select the unit of time.

TIBCO BusinessFactor User’s Guide . You can then select or limit the selection of Activities by specifying one or more locations in your query. the locations are performance Venues in cities in various states.42 | Chapter 4 Choosing Business Activities in EventFinder Choose WHERE Those Activities Take Place Concepts The WHERE section lets you limit the set of business Activities you want to examine based on their location. Activities can be associated with one or more locations. State (or Province). you see the bounding box (in white) showing the zoom-level used when you last clicked Get Results. City. The displayed portion of a map graphic also has a bounding box. a line is drawn between the bounding boxes for those locations. left. when the mouse pointer rolls over any of those locations. The location taxonomy is made up of the categories World. Country. Thematic maps can be set up to work quite differently. For example. Then the bounding boxes and points (or icons if used) of all returned Activities show up on the map graphic as colored boxes or points. Location Bounds A location has upper. and right boundaries or x-y co-ordinates. you zoom-in on the map using visual cues such as city name. locations used in your business are organized into a taxonomy of categories during project development. If one Activity is associated with multiple locations. Geographical and Thematic Maps The example shows a geographical map. The bounds (see next) of a geographical map’s location hierarchy tend to nest within each other. Locations "within" a thematic map may be logically. and not spatially related. Locations can be physical or thematic (logical). In the sample scenario. The Location Taxonomy Like business Activities. You can define the locations at the bottom of the location taxonomy by specifying co-ordinates for a point. "San Diego Civic Theatre" is a location that exists in the California > Greater San Diego category. lower. You don’t see the bounding boxes until a results set is returned. and Venue. When you’re defining a query. This is not necessarily true for a thematic map. When you zoom out. These boundaries are specified during setup by a bounding box.

For example. Your project administrator may have defined a priority setting. the image or color for one activity is displayed. For a column called "Sales Performance" high figures may be of more interest. for a column called Low Inventory. (If specific bounds are not set. if the child location is not inside the parent location’s bound. the visual indicators in the map. to determine which activity is displayed in this case. and then toggles back to the map. The same situation can occur for geographic maps also. which zooms in to the location bounds defined for California. Activities for which no specific location bounds have been defined are not excluded from a query that includes Where conditions. so she selects California in the location tree.Choose WHERE Those Activities Take Place 43 | Priority for display of multiple Activities at one location If several Activities are associated with the same (or similar) location on the map. selecting Get Results may not return the results that are associated with the child locations. and results table may change to reflect that column’s values. Activities that match a Tree view query are all those whose bounding boxes fall at least partially within the combined bounding boxes of any of the selected locations (including their child locations). Scenario Jane is only interested in Comedy and Classical concerts taking place in California. timeline. Activities that match a Map view query are all those whose bounding box falls at least partially within the bounding box of the currently displayed geographical map view. For thematic map. TIBCO BusinessFactor User’s Guide . The priority can be set differently for each column in the results table.") Map and Tree views of Locations You can use the following two ways to specify locations: Map view lets you select locations using an interactive graphic. When you select a column. low figures might have priority. However. if you define location hierarchy using containment rules. they are automatically set to "infinity. Tree view lets you select any number of locations (including all child locations of selected locations).

— Right-click the mouse anywhere on the map. hold the mouse pointer over the location indicator for a second. • To zoom out to larger locations. To zoom in to more specific locations. it appears on the left. that activity is selected in the results table and timeline. do either of these: — Click the magnifying glass with the minus sign. TIBCO BusinessFactor User’s Guide . A Multi-Item View pop-up appears listing them all. If a visual indicator is associated with the value of the currently selected column. below. such as cities. do either of these: — Click the magnifying glass with the plus sign. • • To pan the map. and to the left and right of the map to move the portion of the map displayed in that direction. This is the preferred method because it also re-centers the map on the point where you click. When you zoom out beyond the boundaries used for the last query.44 | Chapter 4 Choosing Business Activities in EventFinder Techniques Map View Techniques Explore the map view by zooming and panning: • • If the Tree view is displayed. click the arrows above. — Point the mouse to an area of the map and left-click. The pop-up displays even if only one activity exists at the location. such as states. those boundaries are shown by a white rectangle. click to switch to the Map view. To see a list of all the Activities that are located close together on the map. When you select activity in the list.

so that when you switch between these two modes.Choose WHERE Those Activities Take Place 45 | The Multi-Item View display is useful where multiple Activities exist very near each other on the map because only one activity’s visual indicator can appear on top. the locations you selected in one mode are not used in the other mode. and others are stacked behind. Switching between Entity and Event modes Different map set and location tree information is maintained for Entity and Event mode. Additional locations may be included in your query if their bounds overlap the displayed bounds. Sometimes zooming-in further will cause separate location indicators to appear. Switching between Tree and Map views When you switch from Tree view to Map view. You can also display the Activity Capsule for an activity by double clicking it in the pop-up. TIBCO BusinessFactor User’s Guide . the map view changes to include the combined location bounds of all the locations selected in Tree view.

TIBCO BusinessFactor User’s Guide . when you switch to Entity mode and select "Event Performers" as What category. Click the plus sign to the left of a location name to expand the location and see its child locations. click to switch to the Tree view. For example. the Result panel displays the list of all the Event performers. and click the minus sign to collapse it. Tree View Techniques Explore the location tree by expanding and contracting the nodes: • • If the Map view is displayed.46 | Chapter 4 Choosing Business Activities in EventFinder Select Modes > Search Mode > Entity to display only the entities in the Who tree of What panel.

You can associate any Activity with the scorecard and plot the metrics values in the Where panel. Control-click locations to select additional locations. Launch the acmetix-exec EventFinder from your BAM Desktop. For example. 2. If you select a parent location. the Acmetix project uses the Category scorecard to plot the Average Price Per Ticket metric against the Ticket Volume (% of sold to capacity) metric. to plot values of the metrics belonging to any Activity. the metric values are plotted on the scorecard in the Where panel as shown: TIBCO BusinessFactor User’s Guide . Select the CategoryManager view from the available list of views. To view the Category scorecard in the Where panel: 1. 4. Select Customize > Mapsets > Category Scorecard from the menu bar 5. Based on the query parameters that you specify. Select categories in the What tree and right-click to get the associated Views. Specify settings in the What and When panel and click Get Results. all the child locations are selected by default and clicking Get Results returns activities belonging to children also. 3. a two-dimensional grid chart. • Score Card Techniques Use scorecard.Choose WHERE Those Activities Take Place 47 | • Click a location to select it.

you can define repeating periods of time such as every other week. days. Basic time control lets you select a time period using a timeline graphic.48 | Chapter 4 Choosing Business Activities in EventFinder Choose WHEN the Activities Take Place Concepts The WHEN panel allows you to choose a time period within which to examine the chosen business Activities. weeks. She uses the Advanced time control to enter start and end dates. Within the time frame you specify using either Basic or Advanced time control. decades. Events have an associated start and end date and time. You can also select events using Periodic Time. You can customize the default timeline to 00.00 AM .12PM format. Basic and Advanced Time Controls There are two main ways to specify the time dimension for a query. For details. Scenario For this search. Periodic Time Mode Another timeline tool for filtering events is Periodic Time Mode. For example. months. years. the lower one displays hours. if the upper timeline is displaying minutes. and centuries. refer to the ’Look and Feel’ section of the ’EventFinder Configuration’ chapter in TIBCO BusinessFactor Project Development Guide. the third Friday each month. if the upper shows weeks. The upper timeline displays time increments that are one level finer than the lower timeline. The time increments available are minutes.00 PM format when designing the BF project in TIBCO Designer. When she switches back to Basic Time Control. TIBCO BusinessFactor User’s Guide . the six months are still displayed. Advanced time control allows you to enter specific start and end dates and times.24. the When panel displays the timeline in 0AM . The criteria you enter are also reflected in the timeline graphic and you can switch between the two modes of control. hours. By default. All Basic time controls are also available in Advanced time control. and so on. The useful time increments for your Activities depend on the granularity of data available and the levels at which it is aggregated. Only events that occur during the specified periods are returned. Basic time control and Advanced time control. the lower shows months. Entities have no time component. Jane wants to limit her search of Comedy and Classical concerts in California to the first six months of 2003. This enables you to move more nimbly along the timeline.

click the arrows to the left (past) and right (future) of the upper timeline. To pan the timeline until you release the pan button. providing context. To pan the timeline by the currently displayed time period. This zooms in to the next smaller time increment. click the arrows to the left (past) and right (future) of the lower timeline.Choose WHEN the Activities Take Place 49 | Techniques Basic Time Control Techniques Explore the timeline view in Basic time control by zooming and panning: • • If the Advanced Time Control view is displayed. For example. • To zoom out to larger time increments. This zooms out to the next larger time increment. • • • When you have zoomed in or zoomed out to limits available. zoom button is grayed-out. For example. all the hours in that day display in the upper timeline. do either of these: — Click the magnifying glass with the minus sign to zoom out slowly. all the days in that week display in the upper timeline. — Point the mouse to an area of the upper timeline and right-click. if the currently displayed time period is one year. TIBCO BusinessFactor User’s Guide . and the day displays in the lower timeline. To zoom in to smaller time increments. do either of these: — Click the magnifying glass with the plus sign to zoom in slowly. For example. click Basic Time Control to replace the Advanced view with the Basic view. if you click on a specific day. if you right-click on a specific day. — Point the mouse to an area of the upper timeline and left-click. and the month displays in the lower timeline. panning the lower timeline causes the timeline to display the next year.

• If the Basic Time Control view is displayed. This button has two functions: it displays the current status of periodic time mode. Enter specific start and end date and time information in the data entry boxes in the upper area. To define the time period of interest. select None from the left panel and click OK.50 | Chapter 4 Choosing Business Activities in EventFinder Advanced Time Control Techniques To define specific start and end dates and times. click the On/Off button next to the label Periodic Time. over the course of a year (or any other time frame). • • Periodic Time Mode Techniques Periodic time mode enables you to select only those events that intersect the repeating time periods. The currently displayed start and end time and date shown in the graphical timeline are represented numerically in the Advanced Time Control view. • • TIBCO BusinessFactor User’s Guide . and enables you to open its dialog. Weekly. See Periodic Time Mode Options below for examples. For the chosen interval. Monthly. Changing the time setting in either mode changes it in both modes. if ConcertMaster sells cheaper tickets to shows that take place on the third Thursday of the month. Jane may be interested in looking at ticket sales for just those concerts. • To display the Periodic Time Mode dialog. within the time frame specified by the timeline. use Advanced time control. For example. or use the arrows to raise or lower the numbers displayed. To discontinue use of a periodic time filter. making this a flexible and specific way to choose time periods. or Yearly. click Advanced Time Control to replace the Basic view with the Advanced view. You can type numbers directly. Use the same panning and zooming controls available in the Basic view. click the On/Off indicator (next to Periodic Time) and at the Periodic Time Mode dialog. The lower area still displays two timelines that adjust to include the time period specified in the upper settings. first choose Daily. you then define a repeating time period using one of the available options.

A few examples are also given.Choose WHEN the Activities Take Place 51 | Periodic Time Mode Options The following dialogs illustrate the range of time period settings available. Daily Period Examples: • • Every 2 days At 12 AM every day Weekly Period Examples: • • Every 2 weeks Every week on Monday and Friday TIBCO BusinessFactor User’s Guide .

only the first 50 matching periodic intervals are used.52 | Chapter 4 Choosing Business Activities in EventFinder Monthly Period Examples: • • Day 1 of every month The last Friday of every month Yearly Period Examples: • • • • • Every January Every January 1 The first Sunday of January Quarter 1 of every year. TIBCO BusinessFactor User’s Guide . where Q1 starts in January The first full week of every year If your timeline interval is too large.

Snapshots you create are available to you only in the EventFinder configuration. The snapshot automatically saves the following aspects of your EventFinder: • • • • The layout mode What and Where query parameters Settings for Chart or Table view in the result panel View Settings Only the time aspect in a snapshot can be set to Exact. and Where query parameters in the EventFinder and set the suitable views in the Result panel. You can also view the snapshots created by the administrator or other users. When. Scenario Jane knows she will want to examine results using this query again. To see the results set that satisfies this query. TIBCO BusinessFactor User’s Guide . Centered on Now. all she has to do is open its snapshot. and can be shared with other users through the BAM Desktop by storing them in the Snapshot Library. wants all his users to keep track of specific Activities happening in the California region in a certain timeline. may be different each time due to changes in the data over time. provided you have the appropriate access rights. He stores the snapshot of EventFinder in the Community Snapshots folder and shares his snapshots with all the other users. (The actual results. John can select the appropriate What. you can create a snapshot of it.Save a Snapshot of a Query 53 | Save a Snapshot of a Query Concepts After you have selected some information using criteria you may want to use again. so she saves a snapshot of the criteria she has set up in the My Snapshots folder. of course.) John being the administrator of the project. or Current Period of time. The snapshot saves all the current EventFinder settings and configurations. You can access the snapshot from either the EventFinder or from the BAM Desktop. Other users can open the snapshot and view the results.

• To know about the action that can be performed using the icons on the Snapshots dialog. You can view these snapshots in your EventFinder and get the results using the same setting as your administrator. TIBCO BusinessFactor User’s Guide . refer to the following: Click to add sub-folders to the selected folder. You can launch such snapshots from the BAM Desktop also. The default folders for saving new snapshots or sharing snapshots are: • • My Snapshots: Use it to create sub-folders for organizing your snapshots. Click to add the current EventFinder settings as a snapshot in the selected folder or sub-folder. for sharing with a group of users assigned to a role. select an existing folder or sub-folder in My Snapshots. Shared Snapshots: Allows you to view the snapshots that are currently being shared with you by other users.54 | Chapter 4 Menus Choosing Business Activities in EventFinder Select Snapshots > Edit/Retrieve Snapshots to display the Snapshots dialog. created by the TIBCO BusinessFactor administrator. The default folders in the Snapshots dialog are useful to organize your snapshots. You can add your personal snapshots under the sub-folders or the main folder. All the shared snapshots are stored on the server. To enable this icon. Select an existing folder to enable it. Community Snapshots: Stores the global snapshots.

You may choose to rename the snapshot name by retaining all the existing EventFinder settings. Select My Snapshots and click to add the snapshot of the current EventFinder settings. From the menu.Save a Snapshot of a Query 55 | Click to edit the snapshot selected in the My Snapshot folder. execute a query that you want to save as a snapshot. BAM Desktop displays "Unterminated String Constant Error" when you access Snapshots Library. You see the Set Snapshots dialog: 3. TIBCO BusinessFactor User’s Guide . Do not use single or double quotes to specify the name of a snapshot. Give the snapshot a name for identification based on the query parameters. Snapshot Operations Add a Snapshot Before you begin. You see the Snapshots dialog showing any snapshots you already saved. "Low Sales" Scenarios. Click to delete the selected snapshot from any of the folders or any snapshot folder. 2. for example. 1. Click to apply the settings in the selected snapshot to the current EventFinder settings. select Snapshots > Edit/Retrieve Snapshots. Otherwise.

one year. one month. symbol in the My Snapshots folder To select the snapshot in the Community Snapshots or Shared Snapshots folder as the default snapshot. the same amount of time (2 hours) is displayed with the current time (8:30 AM) at the center. For example. and you apply the snapshot at 8:30 AM. This time segment must include the exact start and end time of the time segment. then the time window will show 7:30 AM to 9:30 AM. and so on. The snapshot with the specified name appears in the My Snapshots folder. — Centered on Now displays the same amount of time as displayed in the When panel of the EventFinder where the current time is always displayed at the center. — Current Period is available for selection only when you select a single time segment to define the timeline in the When panel. TIBCO BusinessFactor User’s Guide . For example. if you store the snapshot with he Current Period option On where the time segment is of one hour and the time when the snapshot was applied is 2:37 PM.56 | Chapter 4 Choosing Business Activities in EventFinder 4. copy that snapshot in the My Snapshot folder and mark it as the default snapshot. So in the EventFinder. For example. Click OK to complete the operation. 6. Choose Make Default to make the selected snapshot as the default snapshot. Choose one of the following options to specify how time should be saved? — Exact retains exactly the same time period as defined in the When panel of the EventFinder when you saved the snapshot. 5. then the When panel in EventFinder displays time from 2:00 PM to 3:00 PM. the EventFinder display looks the same as the default snapshot display where all the query parameters are set and the Get Results option is executed. After you launch EventFinder. Default Snapshot: If you want to use a particular query whenever you launch EventFinder or BAM Desktop. to set exactly a day. if you are viewing 2 hours (say 3 PM to 5 PM) when you save the snapshot. When you apply the snapshot. A single time segment means the timeline is set to exactly one day. the When Panel displays the time segment of equal size. the time segment is from 12 AM to 12 AM. choose one of the snapshots to be the default. — Include Periodic Time Settings saves EventFinder’s Periodic Time settings. All the current EventFinder settings are automatically stored in the snapshot. The default snapshot appears with the tree listing.

Community Snapshots.Save a Snapshot of a Query 57 | Use a Snapshot to Change the Current EventFinder Setting You can quickly change the current EventFinder settings using a snapshot. Click to change the current EventFinder settings according to the selected snapshot. 2. You can access the snapshot using: • • • the list of snapshots available under Snapshots > Edit/Retrieve Snapshots dialog. From the EventFinder menus. or Shared Snapshots menu. TIBCO BusinessFactor User’s Guide . Select Snapshots from the EventFinder menus. the list of snapshots displayed under Snapshots > My Snapshots. It contain the view-specific snapshots. select Snapshots > Edit/Retrieve Snapshots. You see the Snapshots dialog. The EventFinder layout changes according to the selected snapshot and shows the corresponding query and its results. 3. 4. Choose another snapshot to change the settings or click Close when you are done. QuickPick under When panel of EventFinder. Using the Snapshots Menu 1. Choose a snapshot from the available list. Using the Edit/Retrieve Snapshots Dialog 1. the snapshots that are associated with current View of EventFinder. The snapshots imported from the previous test mode run using the Snapshot resource are also displayed for quick selection. that is.

2. In addition. You see the Snapshots dialog. The "Applying Snapshots. Select a snapshot. select Snapshots > Edit/Retrieve Snapshots. that are grayed-out. Community Snapshots. The default snapshot always appears with the symbol in the list. Reset the Display to the Default Snapshot 1. Only the snapshots. Select the QuickPick button on the When panel to access only the snapshots that are associated with the current View. and Shared Snapshots folders as shown: Note that the folders. If the default snapshot is hidden inside the hierarchy of folders. Using the QuickPick Button 1. you can easily locate the folder of the default snapshot as it appears darker in color than the rest of the folders. From the EventFinder menus. Select a snapshot you wish to apply to your current EventFinder settings. Please wait" dialog appears before the EventFinder layout changes according to the selected snapshot and shows the corresponding query and its results. that were previously stored in the Edit/Retrieve Snapshots dialog using the same EventFinder configuration and which are relevant to the current EventFinder View. 2. are displayed in a tree structure under the My Snapshots folder. 2. do not contain any snapshot. all the snapshots imported from the previous run of test mode using the Snapshot Resource are also displayed. Select the default snapshot from the My Snapshots folder.58 | Chapter 4 Choosing Business Activities in EventFinder All the snapshots that were previously stored using the Edit/Retrieve Snapshots dialog are displayed in a hierarchical structure under My Snapshots. TIBCO BusinessFactor User’s Guide .

Click and Close the dialog. 3. Select a snapshot from the Community Snapshots or Shared Snapshots folder. EventFinder creates a copy of the original snapshot in your My Snapshots folder with all the settings stored. Copy the Shared Snapshots 1. select Snapshots > Edit/Retrieve Snapshots. 2. The display returns to the default snapshot. From the EventFinder menus. You see the Snapshots dialog with all your personal snapshots in the My Snapshots folder. Drag the snapshot into the My Snapshots folder.Save a Snapshot of a Query 59 | 3. you become the owner of these copied snapshots and can make modifications to the existing snapshot settings or use them as is. TIBCO BusinessFactor User’s Guide . After you copy these snapshots in the My Snapshots folder.

60 | Chapter 4 Choosing Business Activities in EventFinder TIBCO BusinessFactor User’s Guide .

| 61 Chapter 5 Examining Your Results in EventFinder This chapter explains how you can examine and refine your results set using EventFinder features. Topics • • • • • View Your Results. page 62 Examine Your Results With Tables. page 72 TIBCO BusinessFactor User’s Guide . page 68 Examine Your Results With a Different View. page 72 Examine Your Results With a Different View. page 65 Examine Your Results With Charts.

TIBCO BusinessFactor User’s Guide . your visual indicators and color scheme may be quite different. optionally. that displays in various parts of the EventFinder and BAM Desktop when the metric’s value matches a threshold condition. A visual alert is a color coding on metric threshold conditions. You can see visual indicators in your EventFinder only if those are configured by your project administrator. you click Get Results to view a list of results in the results table at the bottom of the EventFinder display. Because EventFinder is highly configurable. a graphic image with data of interest. Choosing Business Activities in EventFinder. Treat this section as a general guide to the kinds of indications you can expect to see in your EventFinder configuration. This section discusses some of the visual indicators that help you see at a glance the situations presented in the results set. on page 35).62 | Chapter 5 Examining Your Results in EventFinder View Your Results After you set up the query (as explained in Chapter 4. as well as on the map and timeline. Visual alerts associate a color and. Concepts Visual Indicators Visual indicators are the graphic images associated with visual alerts. for display in the EventFinder. These visual clues help users to grasp high-interest information at a glance.

set up during project configuration. and how they display. For example. Views and Metrics The Activity may have more metrics than are displayed. you can switch between Table and Chart views and choose from a variety of different charting styles and options. Table and Chart Views For numerical data.View Your Results 63 | The columns in the table display are metrics of the Activity that are defined in the EventFinder view. and tickets sold. TIBCO BusinessFactor User’s Guide . The columns displayed. highlighting different aspects of the Activity. For example. Concert Activities contain information about number of seats. ticket price. is controlled by a View. each one with a different purpose. Concerts has a "Name" metric which is not displayed in the Operations View. Many Views can be set up for one Activity Type.

A different map set can also be associated with a View. However. but is not available for some reason. but show the fresh values. These are called Visual Alerts. For example. the text or numbers appear in the renderer color in the table. if the image is not specified or available. Add or Modify the Visual Indicators for Alert Notifiers. when that View is used. on page 123. they are used only if the View has been configured to use them. EventFinder fetches a fresh results set from the BusinessFactor server at the refresh interval defined for your EventFinder configuration. (Customize > Monitor). These indicators alert you to situations that may need your attention. For each column in a View. or using the Monitor toggle button below the When panel. Visual Alerts During project configuration. the color is used to display alerts in the Where panel. the order in which they display. You can turn monitor on and off either from the menu. the column initially selected to render values on the map and timeline. you can specify whether to use image or color indicators (or both). you can turn Monitor on or off. If you have filtered your results. Monitor If the monitor feature has been enabled for an EventFinder configuration. and which visual indicator are used in the table. they are always used in the map area. visual indicators – colors and icons – can be associated with the data. However. the heading text. See Examine Your Results With a Different View on page 72 for more details about Views. a red warning icon appears if ticket sales fall below a certain number. You can set up your own visual alerts through BAM Desktop. For the table area. the filtered results continue to display. Color is also used if an image is specified. the column initially used for sorting. When it is turned on. See . If visual indicator images are specified and available.64 | Chapter 5 Examining Your Results in EventFinder The View controls a variety of settings: which columns are displayed. the entire results set is refreshed each time the server is queried. If only color indicators are specified for the Result panel table mode. Visual alerts always appear in the specified color in the When panel and as an image in the Where panel. TIBCO BusinessFactor User’s Guide .

or when you click on a row to select it.Examine Your Results With Tables 65 | Examine Your Results With Tables Scenario After Jane entered her selection criteria and clicked Get Results. The outline boxes corresponding to each row grow larger when you pass the mouse pointer over the rows. so it’s easy for you to associate the Event with its time and place. TIBCO BusinessFactor User’s Guide . Visual Alerts Some visual alerts are associated with certain threshold conditions defined for an Activity in the example project to highlight concerts where fewer than 45 tickets have sold. You can also see red warning signs in the map and table for the events with low ticket sales. See Add or Modify the Visual Indicators for Alert Notifiers on page 123 for information on customizing the project-wide EventFinder visual indicators for your individual use. time and location indicators (outlined boxes) are shown in the Where and When areas. and When For each of the rows returned in the results area. You can see the red indicators in the image above. Where. in the timeline and in the results columns. she found the concerts that are planned in California in the month of Jan in 2006: Concepts Linking What.

Result Set Filtering Techniques You can look at subsets of the results set simply by applying narrower criteria in any or all of the What When and Where panels. To filter the results set. Visual alerts for different ranges of values appear not only in the table. the selected column also affects the visual indicator display in the timeline. The minimum number is 25 and maximum limit is 1000. metric filters and using a periodic time filter. To return to the complete results set after you have filtered it. from the EventFinder menus. Entering a large value may reduce the system performance. Also. Clicking on the icon returns the EventFinder settings to the state they were in at the time of the last Get Results. you do not fetch fresh results from the BusinessFactor database. In general: • All actions affect the currently displayed page of results.Activity Capsules You can display a separate window containing information about a selected row. Note that if you do not click Get Results. do any of the following: • • • Zoom-in on the timeline Zoom-in on the map Change your category selection. EventFinder re-queries the server. • • See Results Panel on page 24 for details on all the menu options. including switching between the AND and OR modes . • • If you switch to a different View. or click Get Results. Techniques Viewing Techniques You can highlight and view data items in various ways. See Working With Results Using Capsules on page 74 for details. so choose a suitable value based on your computer capabilities after a few trials. The visual indicator for that event grows larger or displays with thicker lines. roll your mouse pointer over that Event’s row. select Customize > Results Display and enter the desired number. To change the number of results that display on one page. next to the Get Results button: . To highlight the associated location and time period for an Event. but also in the map based on the selected column in the results panel. click the icon of a magnifying glass on a document.

To use a different map set (if more than one has been defined for your EventFinder configuration). the map. To save the currently selected rows. • • Saving Results You can export the currently selected rows or the currently displayed page of the table as a tab-delimited list. TIBCO BusinessFactor User’s Guide . Select one or more Activities and click Analyze. either to a file or to the clipboard. select Customize > Map Sets from the menu. What you can see here depends on your EventFinder configuration. To view a row in an Activity Capsule. Other Viewing Options • • To view the data as a chart. and Create a Viewpoint on page 80 for more details. and the timeline.Examine Your Results With Tables 67 | • • Enter a periodic time filter Add Filter in each column for metric filtering The qualifying data displays in the results panel. See Examine Your Results With Charts on page 68 for details on working with charts. choose Export Table. the original zoom-level is shown by a white bounding box. on either the map or timeline. then choose To Clipboard or To File. • Unsure whether you are viewing the full result set or a subset? — When you are viewing the full results set. You may be able to compare metrics of two or more Activities. then choose To Clipboard or To File. See Working With Results Using Capsules on page 74 for more details. See Examine Your Results With a Different View on page 72. choose Export Selections. a document icon displays next to the Get Results button: — When you are viewing a filtered results set. the document icon has a magnifying glass on it: • Unsure of the zoom level of your original query? If you zoom out beyond the original query zoom level. or create a Viewpoint. select a row and double-click it or click Launch. click Chart. using right-click menu options: • • To save the currently displayed page.

or select no rows and examine the entire current page of the total results set. you can select one or many rows to chart. and area charts in 2D and 3D versions. so any interaction with the What. bubble chart. or When panels will automatically update the chart. column. Where.68 | Chapter 5 Examining Your Results in EventFinder Examine Your Results With Charts Often it is easier to see numerical findings when data is viewed graphically. TIBCO BusinessFactor User’s Guide . needle gauge. bar. Charting is dynamic. A wide choice of charting options is available: pie. Concepts The charting views allow you to select and view different aspects of the results set dynamically. line. You can switch from table to chart view and choose various ways to visualize your numerical results. For all graph options. and thermometer gauge.

and click — To view selected rows. select rows in the table and then click . To select a different style for charting. click . . • TIBCO BusinessFactor User’s Guide . A metric is the same as a column in the table view. select Chart Metrics and select metrics from the drop-down list.Examine Your Results With Charts 69 | Thermometer and needle gauge charts are displayed in the scrollable area where each activity in the results panel is displayed as separate thermometer or needle gauge. such as stacked or superimposed. and average ticket price. Deselect by clicking a selected metric. Techniques Work with the various charting options as follows. you can select a different metric and view its chart. To select a different type of chart. Based on the number of activities you select in the results panel. cycling through all the metrics you are interested in examining. The enlarged view of the chart then displays in a separate window. which appears on the top-right corner in the chart menu bar. Using the Chart Metric on the Chart window. don’t select any rows. you can dynamically add or drop metrics to see the effect instantly in the chart. click one of the available chart Style at the top of the chart area or the enlarged window. For all types of chart. click on one of the available chart Type on the top of the chart area or the enlarged window. To view the chart in a separate window. total tickets sold. While the chart is displayed. the overall size of the thermometer or needle gauge varies. The example above shows total sales. • To choose what results to chart: — To view all results in the current page. • • • To select multiple metrics to chart. you can chart one or more metrics at a time by selecting the metrics from Chart Metrics.

• Note that the Sort By and Reverse settings of chart mode cannot be saved in a snapshot. • TIBCO BusinessFactor User’s Guide .70 | Chapter 5 Examining Your Results in EventFinder The following example shows the enlarged view of the chart. control-click and hold the left-mouse button on the chart and move the mouse in various directions to change the rotation and elevation of the chart display. press the Shift key with the left-mouse button. The chart type is Area and the style is Superimposed. The chart display is modified to show all the Activities in the ascending order of the selected metric value. • To change the rotation or elevation of the chart display. select a metric from the Sort By drop-down list at the top of the chart area or enlarged window. • To sort the selected activities based on the metric values. select Reverse. To reverse the sequence of metric rendering in the chart display. To zoom-in or zoom-out the chart display. Move the mouse in the upward or downward direction to zoom the chart rendering.

click Save to File icon and save it in . You can use these slices to draw the attention of other users as shown: TIBCO BusinessFactor User’s Guide . you can view a legend showing the Activity names. The chart is saved at the same size as the enlarged window. When the chart is enlarged.Examine Your Results With Charts 71 | • • To closely view the data of interest from the chart view. move the mouse pointer over the chart view.png format. • • In case of Pie chart. use the sliders at the bottom of chart. To see the tool tip associated with any data in the chart. you can break the slices and display them separately in the chart view. The legend changes dynamically when the mouse pointer moves over the associated area. resize the window accordingly. To save the chart image to a file. To save a larger or smaller image.

For example. select Views and then one of the Views defined for this configuration of EventFinder. — Right-click anywhere in the What panel. (Optionally) Categories that are associated with the View.72 | Chapter 5 Examining Your Results in EventFinder Examine Your Results With a Different View A View is a selection of columns for an Activity Type. do either of these: — From the menu. TIBCO BusinessFactor User’s Guide . (Optionally) The map set to use for the View. formatted to appear as desired. Some metrics from that Activity Type. He or she selects: • • • • • • An Activity Type (a pattern on which actual Activities are based). the CategoryManager view shows the name of the concert promoter for each of the concerts in a results set: Concepts Views are set up in the TIBCO Designer by the project designer when designing the Activity Model. When you switch from one View to another View set up for the same Activity Type. Whether to use visual alert or color rendering to display the results in the EventFinder result panel. Techniques To choose a View. you see different columns and possibly a different map set and different visual alerts for the same results set. Initially selected and sorted columns. and select one of the Views that is shown as available for the current selection of categories.

page 87 Send via Email. Topics • • • • • • • • • • • Working With Results Using Capsules. page 89 Show History – Viewing a Metric’s Historical Values. page 90 Create an Alert from an Activity Capsule. using information Capsules that you can send to others or to yourself as Tasks. page 76 Create a Viewpoint. Viewpoints. page 82 Assign a Task From a Capsule. page 74 Open an Activity Capsule. page 85 Send a Capsule to a BAM Desktop Dropbox. Viewpoints. page 96 TIBCO BusinessFactor User’s Guide . Later chapters explain how you can track your actions using the BAM Desktop. page 91 Working with Assets. page 94 Viewing Tasks. page 80 Add More Information to a Viewpoint. Alerts and Assets in EventFinder.| 73 Chapter 6 Taking Action in EventFinder This chapter explains how to follow up on your findings with actions. and other types of action.

For example. you can also select any other view that is available in your current EventFinder and see all the metrics associated with it. you can • • • Assign a Task. open up. The aim of a Viewpoint Capsule is to capture evidence for a point of view that you want to share with others or follow up on later yourself.74 | Chapter 6 Taking Action in EventFinder Working With Results Using Capsules Capsules are information items you can send around. Activity Capsules You can open a Capsule for any Activity (both Events and Entities). Show History. or you can take various actions relating to the Activity in the Capsule. From an Activity Capsule you can: • • • • • • Assign a Task. For example. See Send a Capsule to a BAM Desktop Dropbox on page 87 TIBCO BusinessFactor User’s Guide . See Defining Alert Notifiers and Viewing the Alertbox on page 114 Send to Dropbox. From a Viewpoint Capsule. you can use the Capsule as the basis of a collaborative effort to correct a problem or learn from a success. This section provides a brief overview of the types of Capsules. it displays the metrics of the Activity that are relevant to the selected View which is used to present information in the Results table. An Activity Capsule shows the details of the Activity. See Create an Alert from an Activity Capsule on page 91 Create a Viewpoint. See Send via Email on page 89. See Show History – Viewing a Metric’s Historical Values on page 90 Viewpoint Capsules Viewpoint Capsules can be created from Activity Capsules (see above). See Create an Alert from an Activity Capsule on page 91 Set Alerts. See Create a Viewpoint on page 80. See Create a Viewpoint on page 80 Set Alerts. add related information to. See Defining Alert Notifiers and Viewing the Alertbox on page 114 Send to Dropbox. See Send a Capsule to a BAM Desktop Dropbox on page 87 Send via Email. and annotate. From the Activity Capsule. You can just open a Capsule to look at details of an Activity. then dismiss it.

See Send via Email on page 89. based on some content in the Activity or the Viewpoint Capsule. you can: • • • Set Alerts.Working With Results Using Capsules 75 | • Send via Email. See Create an Alert from an Activity Capsule on page 91 Create a Viewpoint. See Send via Email on page 89. See Send via Email on page 89. See Send via Email on page 89. See Assign a Task From a Capsule on page 85. and Create an Alert from an Activity Capsule on page 91 for EventFinder related instructions. See Defining Alert Notifiers and Viewing the Alertbox on page 114 Send to Dropbox. or in the Tracker page of the BAM Desktop. It shows details about the Asset. The aim of a Task Capsule is to enable you to set a Task for yourself or others. From an Asset Capsule you can: • • Send to Dropbox. See Defining Alert Notifiers and Viewing the Alertbox on page 114 for details about setting up alerts in BAM Desktop. See Send a Capsule to a BAM Desktop Dropbox on page 87 Send via Email. An Asset is a document that has been uploaded to the BusinessFactor server for sharing between BusinessFactor users. See Send a Capsule to a BAM Desktop Dropbox on page 87 Send via Email. See Create a Viewpoint on page 80 Send to Dropbox. See Send a Capsule to a BAM Desktop Dropbox on page 87 Send via Email. Task Capsules Task Capsules can be created from Activity and Viewpoint Capsules. Asset Capsules You can open an Asset Capsule from the link to the Asset in a Viewpoint or Task Capsule. From a Task Capsule. From an Alert Capsule you can: • • • • Assign a Task. TIBCO BusinessFactor User’s Guide . Set Alerts You can set up alerts so that you are notified when a specified condition occurs. See Working with Assets on page 94.

TIBCO BusinessFactor User’s Guide . Jane is bothered by the low ticket sales of Rap and Hip-Hop. along with any Related Links defined. Who (Participants). Scenario and Techniques • Jane double clicks on the row (event) for which sales are low and opens its Activity Capsule. shown next (with the Capsule Options displayed). She has decided to pursue the situation and assign an employee in that area to find out what’s going on. The Event description is displayed on the right side.76 | Chapter 6 Taking Action in EventFinder Open an Activity Capsule Concepts Activity Capsules contain information about an Event or Entity. Where (location). you can expand or collapse it using the adjacent arrows. or you can take various actions. You can simply examine the information and close the Capsule. above the View Metrics area. The summary on the left gives the When. and What (Categories) information associated with this Event. She sees the Activity Capsule for that Event. If the Description is long.

launch EventFinder and select Operations view. the colored visual indicators defined for metrics are displayed next to the metric value. To view the information about the custom metrics related to the selected Event. Also. click All Details from the Select a view drop-down. For example. If the current Event in capsule does not support any of the views in EventFinder. When you click Get Results.Open an Activity Capsule 77 | Related links are URLs that point to information sources related to the Activity. the views that are displayed in the Activity Capsule are based on the default EventFinder configuration defined in Profile > BusinessFactor Preferences in BAM Desktop. TIBCO BusinessFactor User’s Guide . run the acmetix tutorial using the BusinessFactor Tester. The hierarchy of views displayed in Select a view drop-down depend not only on the current EventFinder configuration but also on the activity type of the current Event displayed in the Activity Capsule. those views do not appear in Select a view drop-down. All the custom metrics associated with the current EventFinder View are displayed Under View Metrics in tabular format with Metric and Value as columns. If the Activity Capsule is launched from an Alert Box in BAM Desktop where the EventFinder configuration is not apparent. The information about the Event’s custom metrics are displayed in the right side of the capsule. you see the data in EventFinder results panel. The view hierarchy for Select a view drop-down lists all the views in the EventFinder configuration provided all those views are applicable to the current Event in Capsule. Using any of these Views. you can display all the custom metrics associated with that view in the Metrics area of Activity Capsule provided you have permission to access that view.

the other views are not displayed in the view hierarchy. In this case. In this example.78 | Chapter 6 Taking Action in EventFinder Double-click ’Andy and Moonstruck Band’ event from the results panel to launch the corresponding activity capsule. Participants – Entity Activity Capsules Participants are Entities that are associated with an Event. TIBCO BusinessFactor User’s Guide . the view hierarchy for Select a View displays only Operations and All Event views though the parent EventFinder configuration ’acmetix’ contains two more additional views. as the selected event ’Andy and Moonstruck Band’ does not contain any other relevant metrics than those displayed in the Operations view. named EventType Manager and Category Manager.

She sees this Entity Activity Capsule (shown with Capsule Options displayed). so she can track the actions she takes about the situation. then closes it: The Entity Activity Capsule is similar to the one for Events. to see more about that venue.Open an Activity Capsule 79 | Jane clicks on participant name. Tiny Tot Jiggles and Wiggles. What’s Next Jane decides to create a Viewpoint from the Event Activity Capsule. TIBCO BusinessFactor User’s Guide . in the Event Activity Capsule above. but has fewer options.

At the Viewpoint Creation Tool. there is no Add to Existing Viewpoint section.80 | Chapter 6 Taking Action in EventFinder Create a Viewpoint Concepts A Viewpoint posits a theory or a question based on the evidence you have found by querying the data. 2. You can share Viewpoints with colleagues or use them to work out hunches. After any Viewpoints exist. They can evolve over time depending on actions taken and knowledge gained. 1. In this case. name and describe the Viewpoint and assign an owner. and assigning an employee to do some research. Viewpoints allow you to track issues and collaborate on their resolution. Jane assigns herself as the owner: Scenario Techniques Because this is the first Viewpoint created for this Activity. In the Activity Capsule. TIBCO BusinessFactor User’s Guide . Jane decides to create a Viewpoint as follows. Jane wonders why Children’s Music and Theater has such mixed ticket sales when the performer is Tiny Tot Jiggles and Wiggles. perhaps gathering more data. select Create a Viewpoint from the drop-down list of Capsule Options. the Viewpoint Creation Tool looks like the example shown in Add More Information to a Viewpoint on page 82. She decides to pursue the issue further.

— Associate an Asset with the Viewpoint (see next). — Click any Associated Item to open its Capsule. Jane might associate a report on the Tiny Tot performers. and drop an Item. What’s Next Associate an Asset You can associate Assets. Options are explained in these sections: Assign a Task From a Capsule on page 85 Create an Alert from an Activity Capsule. See Using the Tracker on page 135 for details. in the My Assets panel. Associated Assets appear in the Associated Items list. edit. page 91 Send a Capsule to a BAM Desktop Dropbox. The Viewpoint Capsule displays (shown with Associate an Asset drop-down list displayed): You can do any of the following: — Choose a Capsule Option from a list like the one available in the Activity Capsule. page 94. such as related documents and URLs. Manage Viewpoints You Created You can view.Create a Viewpoint 81 | 3. for more details. with Capsules. Add another Activity See Add More Information to a Viewpoint on page 82 TIBCO BusinessFactor User’s Guide . Click Submit. page 87 Send via Email. and delete your Viewpoints at the BAM Desktop Tracker page. Associated Assets appear in the list of Associated Items at the bottom of the window. See Working with Assets. page 89 — Click Edit to open the Viewpoint Editor and change the name and description. Assets also appear in the BAM Desktop Tracker page.

and looks again at the EventFinder results window as she thinks about the issue. For example. It depends what you decide to do. Jane could open an associated item’s Capsule.) 2. select a row. and click Launch. This opens an Activity Capsule. Classical concert. or she could open another associated item in the related Capsule. Add an Activity to a Viewpoint 1. and so traverse the emerging relationships between Activities. (Or you can double-click the row. Scenario Jane closes the Viewpoint she just created. She decides to broaden the scope of her Viewpoint by adding the other concert that has low ticket sales to it. exploration. Click Create a Viewpoint. discovery. In the Results area of EventFinder. and choose further actions such as sending an email message relating to the item or sending a reminder to her own or someone else’s Dropbox. you can generally pursue multiple directions and take many actions. from any Capsule.82 | Chapter 6 Taking Action in EventFinder Add More Information to a Viewpoint Concepts You will have noticed by now that EventFinder is a business user’s tool for data visualization. and collaboration. At any given point in its use. Techniques TIBCO BusinessFactor User’s Guide .

At the Viewpoint Creation tool. The Viewpoint Capsule selected displays.Add More Information to a Viewpoint 83 | 3. Click Edit and modify the description of the Viewpoint to take into account the new Activity added. TIBCO BusinessFactor User’s Guide . Click Submit. 5. Edit a Viewpoint Jane now wants to update the Viewpoint’s description. and the new Event is added to the list of items at the bottom. choose an existing Viewpoint from the Viewpoint drop-down list: 4.

What’s Next Based on her Viewpoint. 6. Click Submit to save the Viewpoint. Only the Viewpoint creator or the project administrator user can edit a Viewpoint. Jane decides to assign a Task to an employee to perform some research. assigning a Task. Keep the Viewpoint Capsule open for the next step. TIBCO BusinessFactor User’s Guide . You see the updated Viewpoint Capsule: 7.84 | Chapter 6 Taking Action in EventFinder Note that you can remove items from the Viewpoint also.

Assign a Task From a Capsule 85 | Assign a Task From a Capsule Concepts After exploration and examination comes action. Scenario Techniques The Task name is used to track and select the Task later. Jane pursues her inquiry into low ticket sales by assigning a Task to her employee. the executive and another BusinessFactor user. TIBCO BusinessFactor User’s Guide . At the Task Creation tool. Tasks are action items that can be tracked using BAM Desktop. If you don’t have the Viewpoint Capsule open. (See Using the Tracker on page 135 for instructions. and to manage and track them during an evolving course of action. Sanjay. Jane assigns the Task to Sanjay Jadhav. In the Viewpoint (or in fact any) Capsule.) 1. create a new one or open the one you created from the Tracker page in BAM Desktop. EventFinder and BAM Desktop enable you to create various kinds of action items for yourself and for other users. select Assign a Task from the drop-down list of Capsule Options: 2. complete the details as appropriate.

keep the Task Capsule open for the next step. page 87 Send via Email. Associated Assets appear in the Items list. page 89 — Click Edit to open the Task Editor and change the name and description.86 | Chapter 6 Taking Action in EventFinder 3. You see the Task Capsule: From the Task Capsule you can do the following: — Choose a Capsule Option from a list like the one available in the Activity Capsule. and drop an Item. • • Associate an Asset (related document) with the Task. page 91 Send a Capsule to a BAM Desktop Dropbox. Open an Item. Clicking these items opens their Capsules. If you are following along in your EventFinder. What’s Next Jane decides to send the Task she assigned to her Dropbox as a reminder. Options are explained in these sections: Create an Alert from an Activity Capsule. page 94. TIBCO BusinessFactor User’s Guide . See Working with Assets. and Assets you have associated with the Task. Items shown at the bottom of the Task Capsule include the Capsule from which you created the Task. Click Submit. for more details.

At the Send to Dropbox dialog. If you don’t have the Task Capsule open. for example with an action item or other reason why you are sending the Capsule to the Dropbox. and review them or take further actions within them.Send a Capsule to a BAM Desktop Dropbox 87 | Send a Capsule to a BAM Desktop Dropbox Concepts You can send any type of Capsule to one or more users in the BAM Desktop Dropbox. choose which users to send the Capsule to. on page 97 for the BAM Desktop side of things. Note that the search criteria does not support any search using the wild card characters. See Send via Email on page 89. You can then open the Capsules in the Dropbox.) You can also use any Capsule to see the general steps. In the Task (or in fact any) Capsule. Techniques TIBCO BusinessFactor User’s Guide . Staying Organized with BAM Desktop. select Send to Dropbox from the drop-down list of Capsule Options. 2. in a similar way. In the Dropbox. User ID. or E-mail. To filter the results. Capsule types are color-coded so you can identify what kind of action might be required. plus a message. to one or more users via email. and enter a message. Scenario Jane wants to send herself a reminder to add Sanjay’s report to the meeting agenda. which is in the BAM Desktop Tracker page. you can open the one you created from the "Tasks I Assigned" panel. and you can delete them when they’re no longer relevant. (See Using the Tracker on page 135 for instructions. enter keyword such as Last name. Send via email You can also send any Capsule. The Dropbox acts as an action reminder area. 1. See Chapter 7.

What’s Next Next. Jane sends the Viewpoint as an email to her boss. TIBCO BusinessFactor User’s Guide . 4.88 | Chapter 6 Taking Action in EventFinder 3. You return to the Capsule from which you chose Send to Dropbox. Close the window when you are finished looking at the Capsule. Click Send.

Send via Email 89 | Send via Email Concepts You can send any Capsule as an Email attachment. At the Viewpoint Creation Tool. To send Email to a Friend 1. you can open the Viewpoint from the Collaboration > Tracker page of the BAM Desktop. See Using the Tracker on page 135 for details. choose Add to Existing Viewpoint 4. Mails arrive either as an HTML attachment or as HTML-formatted emails. You see an email window like the following: Scenario Techniques 2. Additionally. with a short message. Complete the email address and add a message. This can be useful for sending information to people who are not BusinessFactor users. Choose Create a Viewpoint from the Activity Capsule. Select one of the Activities already selected for the Viewpoint. 3. At any Capsule window. then click Send. depending on the recipients’ email clients. The Viewpoint opens. Jane sends an Email about the Viewpoint she created to her boss. TIBCO BusinessFactor User’s Guide . To open a Viewpoint again 1. Select the Viewpoint you want to work with. choose Send via Email from the Capsule Options. 2.

• Open the Activity Capsule for an Activity that has one or more active metrics and choose Show History from the Capsule Options. You see an Activity Capsule showing the History Chart: Scenario Techniques • • If an Activity has more than one active metric.90 | Chapter 6 Taking Action in EventFinder Show History – Viewing a Metric’s Historical Values Concepts If an Activity has one or more metrics set up to save historical data. for example. Choose Show Metrics from the Capsule Options list to return to the capsule option that displays the static metrics (those for which no history is kept). Jane wants to see how the month’s ticket sales are going for a set of concerts. TIBCO BusinessFactor User’s Guide . daily values for a month. you can view this history in a chart available in the Activity Capsule. you can choose which one to chart by selecting it from the list shown above the chart.

See Defining Alert Notifiers and Viewing the Alertbox on page 114. Alerts can be set up as one time or continuous: • • One time alerts are cleared after the condition is met once. click Add. 3. Then. More kinds of alert notifiers are available when you set up Alerts in the BAM Desktop. You see the Activity-Based Notification Settings page. You can set alerts based on the metrics associated with an Activity. Delivery Options: You can choose delivery preferences at your User Profile page.Create an Alert from an Activity Capsule 91 | Create an Alert from an Activity Capsule Concepts You can create alerts in EventFinder Event or Entity Capsules. Choose a metric for which you want to set alert conditions. Scenario Jane has initiated a sales reward program to boost sales for Classical concert at Able Church. TIBCO BusinessFactor User’s Guide . See Updating Your User Profile on page 136 for details. 1. If no alerts have been set. Only metric with numeric values are displayed in the Metric drop-down list. Open the Activity Capsule for the concert and click Set Alerts. Jane selects currentTicketSales. She wants to be alerted when current ticket sales is high so she can send an acknowledgement to her employee. Continuous alerts are triggered each time the condition is met. The Activity-Based alerts are triggered when metric values for a specific Activity meet the conditions set. You see the Activity-Based Notification Editor window. you can choose which of those delivery options to use. They are triggered when certain conditions are met. it looks like this: 2. for each alert. In the Attribute Notifiers section. The Activity-based alert notifiers can be set up here.

Jane selects High. The Activity-Based Notification Settings page now shows the alert that she has set: 8. See Updating Your User Profile on page 136 for details. She clicks Add and adds two more ticket sales alerts. Upper Value and Lower Value fields appear for you to enter the range. TIBCO BusinessFactor User’s Guide . 7. 5. If you choose Range. Select an expression. an alert is generated.92 | Chapter 6 Taking Action in EventFinder 4. Jane clicks Commit. The Threshold Conditions field appears. Jane sets the alert to One time: Continuous mode is appropriate if the metric value is likely to rise and fall over time: each time the alert conditions are met. If you choose any other expression. 6. a Value field appears. You can set your alert delivery preferences in your user profile in BAM Desktop.

TIBCO BusinessFactor User’s Guide . Click Finished to return to the Capsule.Create an Alert from an Activity Capsule 93 | When she has finished the setup. the Object-Based Notification Settings appear like this: 9. See Defining Alert Notifiers and Viewing the Alertbox on page 114 to find out how Jane is notified in BAM Desktop when the alert is triggered.

File-based Assets are uploaded to the server so other BusinessFactor users can access them.94 | Chapter 6 Taking Action in EventFinder Working with Assets Concepts An Asset is generally a supporting document that provides useful information relating to the topic of the Capsule. Assets you add are uploaded to the BusinessFactor server and are then available to all BusinessFactor users. To associate an Asset with a Capsule 1. choose one of the following: — Create a New Asset — From My Assets To create or modify an Asset 2. You see the Add/Modify Assets dialog: 3. 4. You can add Assets to Viewpoints and Tasks. Assets can be file based or URL based. a report in a word processor or spreadsheet format. From the Associate an Asset drop-down list in any Capsule. for example. TIBCO BusinessFactor User’s Guide . choose Create a New Asset. or a presentation. Enter a name and description for the Asset that will enable people to choose and identify the Asset. Enter the location of the Asset. or its URL. Open the Capsule and in the Associate an Asset drop-down list. File-based Assets are uploaded to the BusinessFactor server so that it will be available for other BusinessFactor users. Click Save. either using a file name and path. 5.

or at the Tracker page of the BAM Desktop.Working with Assets 95 | To View an Asset from an Asset Capsule You can open an Asset Capsule to view the actual Asset. — Choose Edit Info to edit the existing asset by adding related material or modifying existing material. — Choose Send to Dropbox and in the Send to Dropbox dialog. See Send via Email on page 89. See Send a Capsule to a BAM Desktop Dropbox on page 87. — Click Cancel to go back to the task or viewpoint you came here from. specify recipients. specify recipients. click Launch Document (for file-based Assets) or Launch URL (for URL-based Assets). — Choose Send via EMail and in the Mail to a Friend dialog. Click the Asset Capsule title in the Viewpoint or Task capsule. Do any of the following: — To view the Asset. 1. If an Asset capsule is launched from BAM Desktop > Collaboration > Tracker > My Assets portlet. then the Cancel button will not be displayed. TIBCO BusinessFactor User’s Guide . shown here with options displayed: 2. You see the Asset Capsule.

Viewpoints. She uses a different View . Techniques TIBCO BusinessFactor User’s Guide . they show up as Activity Types in the WHAT section of EventFinder. Once some items such as Tasks. as well as your business activities. and Assets have been created. Alerts and Assets that you use for your business information. Tasks. Viewpoints. To the system.one set up to show useful columns for viewing the information in different kinds of Capsules. just like the custom Activity Types developed for your business Activities. The Activity Type for Alerts is Messages. so the relevant columns can be displayed.96 | Chapter 6 Taking Action in EventFinder Viewing Tasks. Viewpoints. You examine them in the same way you do other Activities. Viewpoints. Viewpoints. Alerts and Assets in EventFinder Concepts EventFinder can be used to keep track of Tasks. such as Concerts in the example scenario. You can use the same tools to select and work with Tasks. Alerts. Scenario Jane wants to review all actions and Assets relating to the concert. and Assets. It is generally necessary to set up some Views for this purpose. Alerts and Assets are Activity Types.

Topics • • • • • BAM Desktop Overview. page 136 TIBCO BusinessFactor User’s Guide . page 108 Defining Alert Notifiers and Viewing the Alertbox. page 135 Updating Your User Profile. page 114 Using the Tracker.| 97 Chapter 7 Staying Organized with BAM Desktop This chapter explains how to use BAM Desktop to track actions taken as a result of findings in EventFinder. page 98 Follow Up on Dropbox Items and Tasks Assigned to Me.

Collaboration: Allows you to share information across the enterprise.98 | Chapter 7 Staying Organized with BAM Desktop BAM Desktop Overview The TIBCO Business Activity Monitoring Desktop (BAM Desktop) toolbar appears at the top of the BAM Desktop page. View your personal snapshots as well as the snapshots that others share with you. • TIBCO BusinessFactor User’s Guide . monitor the status of the tasks that you assigned to others. and type. If you wish to add or modify the existing threshold conditions for an Activity metric. activity. you can do so using the Thresholds Conditions portal page. You can perform actions like: — share information about any specific activity using the dropbox — check the tasks that are in your queue. You can also set visual indicators for displaying alerts. • My BAM: Allows you to monitor Activities by selecting a snapshot of the EventFinder configuration. Get alerts based on the alert setting that you do in the Personalization tab. check and revisit the viewpoints that you create. The BAM Desktop displays the following main portal pages: • Personalization: Allows you to set various types of alerts based on the category.

When selected. Generic Controls The following buttons on the portlet assists you to perform the specified operations: Button Description Expands the selected portlet to display on the entire page. Unsubscribes the selected portlet and looses its state. including your Delivery Notification options. TIBCO BusinessFactor User’s Guide . You can use the Customize option on the top bar of the portal page to add the portlet. remove. Collapses the selected portlet display to conceal all the available items in the portlet. and arrange portlets for the portal pages on your BAM Desktop. If you see the pencil icon in the upper right corner of the portlet then you can edit the portlet content.BAM Desktop Overview 99 | Above the Toolbar The following options are available: • • • • Profile: Brings up a page to edit your profile. the icon changes to that helps you to switch to the normal display of the portlet. Help: Brings up the help information for TIBCO BusinessFactor. the icon changes to that helps you to switch to the normal size of the portlet. Customize: Allows you to add. else you can only view the portlet content. Allows you to open the portlet in edit mode. Signout: Allows you to log out of the BAM Desktop. When selected.

Selecting an Activity Type displays the associated metrics related to that activity. If the selected metric has any threshold conditions associated with it. and visual indicators for alerts. Example: Setting Threshold Conditions on Date Metric on page 120. you receive a notification. For more information.100 | Chapter 7 Staying Organized with BAM Desktop Personalization Options on this portal allow you to set alerts. You can edit them here. you can select its expressions and add alert on it. Whenever an activity is associated with the selected category. • TIBCO BusinessFactor User’s Guide . The options are: • Category-Based: Displays all the available categories under the What panel of EventFinder. For details. You can select a Category (Event or Entity) and edit it for getting alerts in the form of an email or an AlertBox. • Activity-Based: Displays the Activity-based alerts. you receive a notification in the form of an email or an AlertBox. see Create an Alert from an Activity Capsule on page 91. If the threshold conditions are not defined for an Activity metric for which you wish to add an alert. You can select Activity Type and set an alerts for its associated metrics. the alerts that are set up from an Activity Capsules in EventFinder. When the value for that metric matches the specified expression. but not create them. that is. see the section. These alerts are based on the specific instance of an Activity. You can set alerts on date metric of type Exact. Type-Based: Displays the Activity Types defined for various categories. based on the Categories and Activity Types. Centered on Now. Alert Settings You can set various types of alert conditions that you want to be notified about. you must first add the threshold condition in the Threshold Condition page and then set the Type-Based alert. or Period. threshold conditions.

BAM Desktop Overview 101 | TIBCO BusinessFactor User’s Guide .

102 | Chapter 7 Staying Organized with BAM Desktop Threshold Condition You can define the threshold conditions for metrics of any Activity of your interest. you can add new threshold conditions and get notifications by setting alerts using the Alert Settings portal page. You can revert back to the application-wide alerts by clicking Revert to Default. The selected activity can be related to an Event or an Entity. If an application-wide threshold is already defined for an Activity metric. The threshold conditions that you define in the Personalization portal page override the application-wide threshold settings. To know the detailed steps to add or update the threshold conditions. you can modify the associated threshold conditions by assigning new values to it. refer to Add or Modify the Threshold Conditions on page 116. For Activities that do not have threshold conditions defined. TIBCO BusinessFactor User’s Guide .

and then the associated metric. You can revert back to the application wide alerts by clicking Revert to default. To define the visual alert. The visual alerts that you specify in the Personalization portal page override the application wide alert settings. All the corresponding threshold conditions with the associated visual alerts are displayed in the Visual Alerts section. first select the Activity Type.BAM Desktop Overview 103 | Visual Alerts You can define your own color or graphical indicators for the EventFinder results. TIBCO BusinessFactor User’s Guide . highlighting conditions that you want to be able to notice quickly. You can modify the visual indicator associated with the threshold conditions by assigning a new indicator in the Assign Visual Indicators section. such as low inventory levels.

and viewpoints. • • My Dropbox: Displays all items that you or others have sent to your dropbox. Dropbox Use this portal page to check the tasks that are assigned to you and to see the items in your dropbox. Assets are always associated with Viewpoints and are in the form of documents or URLs. Tasks Assigned To Me: Shows the list of all the tasks that are assigned to you. Asset Library: Saves and displays all the assets that you have received. TIBCO BusinessFactor User’s Guide . Tracker You can keep track of actions that you have initiated such as: • • • Tasks I Assigned: Displays all the tasks that you have delegated to other team members. see Follow Up on Dropbox Items and Tasks Assigned to Me on page 108. Viewpoints I Created: Displays all the viewpoints that you have created based on the results for various activities. You can view them and take further actions as needed.104 | Chapter 7 Staying Organized with BAM Desktop Collaboration This portal allows you to collaborate with other users as well as track your own Activities using your dropbox. assets. For more information.

My BAM This portal contains the option to manage your snapshots in the Snapshot Library. you receive Alerts notification in your AlertBox portlet: TIBCO BusinessFactor User’s Guide . Alerts Based on the alerts that you set in Personalization > Alert Settings. see Using the Tracker on page 135. and Monitor any business activity using the snapshot of EventFinder.BAM Desktop Overview 105 | For more information. get notification through Alerts.

Select a snapshot from the list of existing snapshots in the Snapshot Library 2. The Snapshot Monitor portlet enables you to: 1. You can simultaneously monitor multiple business activities by adding multiple Snapshot Monitor portlets in your Monitors portal page. Chart. and Map mode. The Snapshot Monitor portlet dynamically fetches the data and displays it for the monitoring purpose.106 | Chapter 7 Staying Organized with BAM Desktop Monitors You can monitor any business activity in the My BAM > Monitors page by selecting a snapshot in your Snapshot Library. TIBCO BusinessFactor User’s Guide . or Map mode. Choose the display style for the selected snapshot The Snapshot Monitor portlet loads the selected snapshot and dynamically displays the data for monitoring business Activities. three modes of renderings are available. Use the Customize option on the top bar of the BAM Desktop to add multiple Snapshot Monitor portlets. Refer to Customizing the BAM Desktop on page 139 to know how to add multiple portlet in Monitors page of the BAM Desktop.. For snapshot monitoring. Chart mode. The corresponding data in the EventFinder Result panel is displayed either in the Table. Table mode.

Snapshots Shared With Me: Displays the snapshots that are currently being shared with you by other users. You can launch EventFinder using these snapshots and check results using the same setting as your administrator. You can launch EventFinder using these snapshots and can also add new snapshots to the existing snapshots. created by the TIBCO BusinessFactor administrator. Community Snapshot: Stores the global snapshots. You can launch EventFinder using these snapshots and check results using the same setting. • • TIBCO BusinessFactor User’s Guide .BAM Desktop Overview 107 | Snapshot Library You can organize your snapshot in the following folders in the Snapshot Library: • My Snapshots: Saves all your personal snapshots in this folder.

as well as color-blind viewers. tasks. assets. or viewpoints. This enables you to easily see what kind of Capsule is associated with the items in your Dropbox. that is. The Dropbox portlet shows all action items or alerts that have been sent to your Dropbox. The items such as assets. For the benefit of those reading in black-and-white. tasks. viewpoints. alerts. alerts.108 | Chapter 7 Staying Organized with BAM Desktop Follow Up on Dropbox Items and Tasks Assigned to Me Concepts The Collaboration portal page on the BAM Desktop displays Dropbox. and all Tasks that have been assigned to you. All the items that are sent to your dropbox are collected in the My DropBox portlet: Dropbox Item Colors Each dropbox item matches the color assigned to the type of Capsule from which it was sent. My Dropbox The items in the DropBox can be related to activity. here are the approximate color names: Capsule Type Activity Color White These are Capsules created by clicking on an Activity in EventFinder. an Event or Entity Asset Lavender TIBCO BusinessFactor User’s Guide . and activity can be sent using a Capsule to a user’s Dropbox with a note attached explaining why it was sent.

After you have created one or more folders. you can assign a maximum size for this folder. the following additional options are available in the My Dropbox menu bar: • % Full: Displays the current size in percentage of this folder. Select All: Allows you to simultaneously select all the existing items in the dropbox. you can switch between folders using a drop-down list.Follow Up on Dropbox Items and Tasks Assigned to Me 109 | Capsule Type Alert Task Viewpoint DropBox Menu Bar Color Raspberry red Yellow Turquoise To help you manage your Dropbox. The Dropbox can get too large to manage so in order to manage the Dropbox. Deselect All: Allows you simultaneously deselect all the previously selected items in your dropbox. Options: Allows you to create other folders to store items. delete the newly created folders. and delete items after a specified time period. • • • TIBCO BusinessFactor User’s Guide . which is 100 by default. You can save all these selected items in a new folder. No more items are accepted into the Dropbox once it reaches the maximum size. delete selected items.

See Manage Dropbox Content below for more on this.110 | Chapter 7 Staying Organized with BAM Desktop Scenario Jane has made some progress on a Task assigned to her by her boss. Only the person who assigned the Task can delete it. She opens the Task Capsule from her Tasks Assigned to Me list. At the Capsule dialog. Click the trash can icon to delete a Dropbox item. Choose a Dropbox folder from the list of folders to view items in a different folder. This opens a separate window with more items. • • • You can’t delete a Task that has been assigned to you. You can open the Capsule and update it. Techniques • Click the title to open a Capsule. TIBCO BusinessFactor User’s Guide . and sends it to her boss’s Dropbox. See Working With Results Using Capsules on page 74 and sections following for details. you see a More link. updates it. you can work with the Capsule in all the usual ways. If there are too many items to display.

— Delete all items older than. 2. TIBCO BusinessFactor User’s Guide .Follow Up on Dropbox Items and Tasks Assigned to Me 111 | Manage Dropbox Content If you get a lot of items in your Dropbox. and you can delete Dropbox items you no longer want. To cancel the current operation. and choose a number of days from the list: 30. click Cancel. Click Options. or click Select All or Deselect all. You can check and uncheck the check boxes individually. 90. you can use Dropbox folders to organize them. 1. until you have selected the desired items. Click Submit to complete the operation and go back to your Dropbox. 4. — Delete all items to clear your Dropbox. — Delete selected items to delete only the items you selected. In the Dropbox area. — Move selected items to a new folder. and enter the name of the folder. and choose a Dropbox folder you created earlier. You see the Dropbox Options dialog: 3. 60. Select one of the following: — Move selected items to. 120. select Dropbox items you want to delete or move to another folder.

Click the title of a task to open it. she clicks Edit. At the Task Capsule.112 | Chapter 7 Staying Organized with BAM Desktop Follow up on an item 1. TIBCO BusinessFactor User’s Guide . 3. she changes the percent completed field to 30% and saves. At the Task Editor. Jane is clicking on a Task assigned to her by her boss. Dennis Bailey: The Capsule opens: 2. In the example below.

she sees her new Dropbox item. Jane clicks Send and the Task Capsule redisplays. 5. At the BAM Desktop > Collaboration > Dropbox. She dismisses it. She sends it to herself as well as Dennis.Follow Up on Dropbox Items and Tasks Assigned to Me 113 | 4. because it was sent from a Task Capsule. At the updated Task Capsule Jane clicks Send to Dropbox and adds a message explaining the progress she’s made. It is shown in yellow. TIBCO BusinessFactor User’s Guide .

Using the Alert Settings page. Deselect All. and Options available in the AlertBox. use the Personalization portal page to: • • • add or modify the threshold condition for an Activity metric in the My Threshold Conditions portlet assign new visual indicators associated with the threshold condition of an Activity metric in the My Visual Alerts portlet define new alert setting in the My Alerts Setting portlet In the Personalization > Alert Settings page. threshold conditions defined on Activity metrics.114 | Chapter 7 Staying Organized with BAM Desktop Defining Alert Notifiers and Viewing the Alertbox Concepts The Personalization portal page on the BAM Desktop allows you to personalize alerts according to your business requirement. You can view your Alerts in My BAM > Alerts > Alertbox. Clicking the Alert name brings up the Alert Capsule. and delete them once they are no longer needed. It is also possible to override the alerts settings defined at the design time. To personalize your alert settings. In addition. using the Select All. you can define various types of conditions that you want to be notified about. you can modify the alerts set through an Activity Capsule. based on categories. TIBCO BusinessFactor User’s Guide . some more alerts can be added to the existing list of application-wide alerts.

For example. California .Defining Alert Notifiers and Viewing the Alertbox 115 | Alert Modes Alerts can be set up as one time or continuous. you are notified. and based on the alert delivery settings you chose from those defined in your user profile. • • One time alerts are cleared after the condition is met once. you are notified by an alert. When the value of that metric in any Activity of the type selected matches the expression. See Create an Alert from an Activity Capsule on page 91. based on whether you chose One-time or Continuous mode. When a new Activity or Participant is associated with any of the categories you specify here. See Updating Your User Profile on page 136 for details. For example. Jane may want to be notified when total tickets sale for the Paul McCandless (Alternative Concerts) in HP Pavilion at San Jose (N. Note that the above modes are not available for the alerts set on the date metric. Continuous alerts are triggered each time the condition is met. Jane wants to closely observe the sale of Classical concerts tickets this season. you receive one or more alerts. Alert Delivery Settings When the alert criteria you specified are met. Event) and Participant (that is.Nevada) on 2005/06/18 crosses the threshold condition High set on currentTicketSales metric. TIBCO BusinessFactor User’s Guide . Type-Based Notifiers: These allow you to specify expressions that relate to metrics of chosen Activity Types. For example. N. Entity) categories. You can edit but not create Activity-Based notifiers in the BAM Desktop. It is the most specific type of notification. these allow you to specify expressions that relate to the metrics of a chosen Activity (Event or Entity). so she sets a Category-based alert for the ACMETicketing>Concerts>Classical category. where you can select the Activity about which you want to be alerted. You can set alerts on specific Activity (that is.) These are Metric-Based Notifiers. Activity-Based Notifiers: (Sometimes referred to as Object-Based Notifiers. Types of Notifiers Category-Based Notifiers: These allow you to set alerts based on the categories specified in What panel. Jane may want to be notified whenever total tickets sale for any concert or event exceeds 5000. They are set up in EventFinder.

Selection: You can select a row in Threshold Conditions. In the BAM Desktop > Personalization > Threshold Conditions > My Threshold Conditions portlet. and Alert Settings table by clicking on the first column of any row. TIBCO BusinessFactor User’s Guide . The Metrics section (below the Activity Types section) displays all the metrics associated with the selected activity. you can: • • add new threshold conditions for an Activity metric modify the application-wide threshold conditions. Threshold Conditions. Re-sizing: You can resize the column width in the Threshold Conditions and Visual Alerts table for better viewing by dragging the cell border in the column header. However. Re-ordering: In Threshold Conditions and Visual Alerts table. the columns can be re-ordered by dragging their header from one side to other. The selected item is always highlighted in blue. the new first column will not become the index column. click the header again. The first column is called the index column. To sort the data in the reverse order. defined at the design time. • • Sorting: You can sort values in columns by clicking on the table header. • • Add or Modify the Threshold Conditions You can modify the threshold condition associated with an Activity metric according to your business requirement. and Visual Alerts section while setting a notifier in the Alert Settings page. select an Activity Type from the list. Note that clicking on any other column than the index column will not select the row.116 | Chapter 7 Staying Organized with BAM Desktop Techniques Generic Techniques to Work with Tables The following techniques will help you to work efficiently with tables in Alert Settings. 1. Using the Personalization > Threshold Conditions portal. Visual Alerts.

01 overlapping ranges for Threshold Conditions. Note that the options Add a Range Above. the next range must be 11-20. if the first range is 0-10. you cannot specify: • • value with decimal points such as 10. TIBCO BusinessFactor User’s Guide . and Split are disabled for string metrics.Defining Alert Notifiers and Viewing the Alertbox 117 | Based on the type of metric you select. Add a Range Below. For example. Low Value. Allows you to specify the name and value of the Threshold Condition. If the input type is integer. For example. you can specify: • • String metric value with decimal point such as 100. and High Value of the Threshold Condition. if the first range is 0-10. the next range can be 10-20. You cannot specify string values except +Infinity and -Infinity to specify values for thresholds. the columns are displayed in the Thresholds Conditions section: Metric Type Numeric metric Description Allows you to specify Name.235 overlapping ranges. If the input type is float or double.

For example. Specify Value by entering amount and selecting time period for the start and end time with respect to the current time.118 | Chapter 7 Staying Organized with BAM Desktop Metric Type Date metric Description Allows you to select one of the following mode to define threshold conditions on the selected date metric: Exact: The time span bounded between the specified lower and higher values. 2. enter -1 week(s) as the start time and 0 as the end time. select January 01. This mode is similar to Centered on Now mode except the option to specify the lowest time period. 2006 12:00:00 PM IST as end time. 2006 12:00:00 AM IST as start time and December 31. TIBCO BusinessFactor User’s Guide . Centered on Now: Time interval specified with respect to the current time. to set threshold condition as Last Week. For example. to set threshold condition for January 2006. To know more about the threshold conditions. Period: Time period specified with respect to the current time in terms of the selected lowest time segment. refer to Threshold Conditions section in the Custom Event in TIBCO BusinessFactor Palette Reference. Select a metric and click to modify the associated threshold values in the Thresholds Conditions section in the top-right area of the BAM Desktop.

greater than. Based on the expression that you choose. b. Choose an Expression. Click Update. b. d. Click Add New. less than. c. You can choose from the following expressions: equals. TIBCO BusinessFactor User’s Guide . for the metric that is highlighted in blue in the Metrics section. for lower as well as higher threshold. Enter a value. that is.Defining Alert Notifiers and Viewing the Alertbox 119 | The threshold conditions associated with the selected numeric metric are displayed in a tabular format with columns for: Column Name Name Low Value High Value Description Specifies the threshold condition name Specifies the lower value of the threshold Specifies the higher value of the threshold 3. expression. between. Enter a Name for the new threshold condition in the right bottom area. Based on the associated data displayed in the Threshold Condition section. c. A new threshold is added for the selected metric. you can do one of the following tasks: Task A Add a new threshold condition: a. Task B Modify an existing threshold condition: a. you may need to enter two values. Modify the name. The selected threshold condition is highlighted in blue and the corresponding threshold settings appear in the bottom area. or value as per your requirement. Select the threshold condition that you wish to modify from the Name column and click .

by default. TIBCO BusinessFactor User’s Guide . The My Threshold Conditions portlet displays the new threshold range in the Threshold Conditions section. Open the acmetix tutorial project in TIBCO Designer and run BusinessFactor Tester. this option splits it into two rows. Choose one of the following option available on the right side of the Threshold Condition section: Add a range above: Adds a new range of thresholds as a separate row above the selected threshold condition. For example. if the thresholds for the selected metric are +50 to -50. Delete: Removes the selected alert notification. Log in to BAM Desktop. The selected threshold condition is highlighted in blue. if the thresholds for the selected metric are +50 to -50. Reset to parent: Sets the alert notification for the selected category same as that of the parent category.120 | Chapter 7 Staying Organized with BAM Desktop Task C Add a range below or above an existing threshold condition: a. Click Done for the above changes to take effect. Split range: Splits the selected threshold range into two separate rows. if the thresholds for the selected metric are +50 to -50. this option adds a new row with range +50 to +infinity above the selected thresholds. 1. c. For example. Revert to default: Restores the default alert notification settings. first row with range +50 to 0 and the second row with 0 to -50. the low value is -infinity whereas the high value is same as the high value of the selected metric. the high value is infinity whereas the low value is same as the high value of the selected metric. b. 2. In the new range. by default. Select the threshold condition that you wish to modify from the Name column and click . For example. Example: Setting Threshold Conditions on Date Metric This example runs you through the steps of setting Threshold Conditions on date metric. In the new range. this option adds a new row with range -50 to -infinity below the existing thresholds. Add a range below: Adds a new range of thresholds as a separate row below the selected threshold condition.

select one of the following modes: Exact—Defines the exact time period by specifying exact time and date for lower and upper bounds. you specify the time interval with respect to the current time by entering values for Amount and Period for the start and end time. If an event occurs within that region specified relative to now. In the BAM Desktop > Personalization > Threshold Conditions > My Threshold Conditions portlet.Defining Alert Notifiers and Viewing the Alertbox 121 | 3. Period—Defines the time period with respect to the lowest time segment that you define using the adjacent Period option on the right. Centered on Now—Defines a moving window of particular time period with respect to the current time. Center on Now is a window around Now. 2006 12:00:00 AM IST as low value and January 31. Select CreationTime from the Metrics section. From the Threshold Conditions section. The Metrics section (below the Activity Types section) displays all the metrics associated with ACMETicketSales. select an Activity Type ACMETicketSales from the list. Here. For example. 2006 12:00:00 AM EST as high value. so if there’s an event in it. specify -2 month(s) as low value and 0 N/A as high value. an alert is fired TIBCO BusinessFactor User’s Guide . track activities that will occur tomorrow by specifying 1 day(s) as low value and 2 day(s) as high value. This option is almost identical to the Centered on Now option except the Period option which allows you to specify the granularity of the "Now" time frame. For example. to track Activities in last 2 months. 4. Period is a window specifying a region of time. For example. you can track activities that appeared in Jan06 by specifying January 01. 5. an alert is fired prior to the event.

122 | Chapter 7 Staying Organized with BAM Desktop prior to the period. For Centered on Now and Period mode. Enter the appropriate values for the mode that you have selected. TIBCO BusinessFactor User’s Guide . 8. a lower panel appears in the Threshold Conditions section. or between. less than. After the mode selection. To update an already defined threshold condition. 6. Based on the expression that you select. Click Add New to add the newly added threshold condition in the above Threshold Conditions table. you need to specify the time period in terms of amount and period such as 2 months where time amount is 2 and period is defined in months. greater than. the number of fields appear to define Value. 7. See the sub-section Threshold Conditions in Custom Event section of TIBCO BusinessFactor Palette Reference Guide for more examples. modify the values. you must first select it from the Threshold Conditions table. and click Update. Define a threshold condition by specifying: — Name: Enter name for the threshold condition. For Exact mode. Period can be specified relative to Now but can be used mainly to specify a period such as Tomorrow. The available options are equals. — Expression: Select an expression to specify the values for threshold condition. and so on. 3 months later. you need to define exact date using the Date picker and time using the adjacent scroll bar.

If a visual indicator is already associated with an activity metric during the design time. you can define them in the BAM Desktop > Personalization > Visual Alerts page. 2. The Activity Types section displays the tree view of Activity Types. In the BAM Desktop > Personalization > Visual Alerts > My Visual Alerts portlet. The visual alerts associated with the threshold conditions for selected metric are displayed in a tabular format containing the following columns. Select an Activity Type from the list and click . a visual alert is displayed in the results panel of your EventFinder. to set new visual alerts for an activity metric. The Metrics section (below the Activity Types section) displays all the metrics associated with the selected activity.Defining Alert Notifiers and Viewing the Alertbox 123 | Add or Modify the Visual Indicators for Alert Notifiers Visual alerts are always related to the threshold condition of an activity metric. 1. select the EventFinder configuration from the drop-down list. Select a metric to display the associated visual alerts in the Visual Alerts section in the top-right area of the BAM Desktop. When the value of the activity metric meets the threshold condition. override the visual alerts specified at the design time. you can modify the previously defined visual indicators also. If the visual alerts for an activity metric are not defined during the design time. Column Name Threshold Conditions Description Displays the value for the threshold conditions TIBCO BusinessFactor User’s Guide . The visual alerts defined in the Personalization > Visual Alerts > My Visual Alerts portlet. 3. you must do the following tasks in the given order: • • • Add or Modify the Threshold Conditions Add or Modify the Visual Indicators for Alert Notifiers Define a Type-Based Notifier The Visual Alerts page allows you to add new visual indicators related to threshold conditions. You can revert back to the application wide alerts by clicking Revert to default. As visual alerts are associated with threshold conditions of an activity metric.

The selected threshold condition is highlighted in blue. TIBCO BusinessFactor User’s Guide . The text for the metric will appear in this color in the EventFinder if the metric falls within the bounds or matches the text. Click on the image of a visual indicator and then on the button. ball or arrow Shows the color to display text. The Assign button appears on the right side of the Assign Visual Indicators section. Select the threshold condition for which you wish to add a new visual indicator or modify the existing visual indicator. The Visual Alerts section displays the selected threshold condition associated with the new visual indicator image. All the visual indicators available in the library are displayed in the Assign Visual Indicators section. Click Assign. Click to display the Assign Visual Indicators section in the bottom-right area of the BAM Desktop.124 | Chapter 7 Staying Organized with BAM Desktop Column Name Visual Indicators Image Color Description Specifies the name of the image file that is used as visual indicator Displays the image. 7. for example. 5. 4. 6.

select a category for which you wish to set alert notification. select the Category-Based notifier type in the Notifier Types section. 1. The My Visual Alerts portlet displays the new indicators to display visual alerts when the corresponding threshold condition is encountered. It includes either the Activity or Participant Categories. 9. 3. Define a Category-Based Notifier You receive an alert when a new Activity is associated with the category you choose. Revert to default: Restores the default visual alert settings defined during the design time. If the selected Activity metric is inherited from the parent Activity.Defining Alert Notifiers and Viewing the Alertbox 125 | 8. In the Category section. Reset to parent: Sets the visual alerts of the selected metric to that of its parent. 2. Choose one of the following option available on the right side of the Visual Alerts section: Clear: Removes the visual alert associated with the selected threshold condition. Click Done for the above changes to take effect. Click to populate the Category section with all the existing categories in the What tree. The selected category is highlighted in blue. TIBCO BusinessFactor User’s Guide . In the BAM Desktop > Personalization > Alert Settings > My Alert Setting portlet. click this option to assign the same visual alert settings as that of the parent.

Click Add New sets the new alert notification.126 | Chapter 7 Staying Organized with BAM Desktop 4. The data associated with the selected category is displayed in a tabular format which contains the following columns: Column Name Notifiers Mode Delivery Description Displays the category name for which the alert is set Specifies whether the alert is One-time or Continuous Specifies whether the alert will be delivered in your AlertBox on the BAM Desktop or as an email 5. Click to display the corresponding alert notification information in the Notifiers section. One-time: Triggers an alert only once. c. at the first time when the condition is met. that is. You must enter your E-mail Address to get the alert notification by mail. you can either do one of the following: Task A Add a new alert notification: a. Choose one of the following Delivery Method for alert notification: Send me e-mail: Delivers the alert notification as an email. Send to my AlertBox: Delivers the alert notification as an AlertBox in your My BAM > Alerts > AlertBox portlet in the BAM Desktop. Note that the Delivery Method that you get for alert notification are based on the Delivery Options that you specify in your Profile. See Updating Your User Profile on page 136 to know the details. Choose one of the following Mode for alert notification: Continuous: Triggers an alert each time the condition is met. Note that the above modes are not available for alert notifications set on date metric. b. TIBCO BusinessFactor User’s Guide . Based on the associated data displayed in the Notifiers section.

Defining Alert Notifiers and Viewing the Alertbox 127 | Task B Delete an existing alert notification: a. Select the notifier that you wish to modify from the Notifiers column. Select the new Mode and Delivery Method for alert notification. Choose Delete option available on the right side of the Notifiers section to remove the selected alert notification. The selected notifier is highlighted in blue. TIBCO BusinessFactor User’s Guide . Click Update to reflect the new settings of the alert notification in the Notifiers section. c. b.

3. refer to the following procedure: — Add a new alert notification: on page 126 — Delete an existing alert notification: on page 127 The My Alert Settings portlet displays the new notifier for the associated Activity Type metric. The Activity Types section displays the tree view of Activity Types where BaseEvent and BaseEntity are at the root level. You can modify the existing alert notification associated with a threshold or add a new alert for the selected threshold. For details about how to set alerts. an alert is sent in the form of an AlertBox or an email. 5. In the BAM Desktop > Personalization > Alert Settings > My Alert Settings portlet.128 | Chapter 7 Staying Organized with BAM Desktop Define a Type-Based Notifier You receive an alert when a metric in any activity of a specified activity type meets the trigger condition. select the Type-Based notifier type in the My Alert Settings area. Click to display all the Activity Types related to Events and Entities. Select a metric from the metrics list. TIBCO BusinessFactor User’s Guide . 1. 2. Select an Activity Type from the list. The Metrics section (below the Activity Types section) displays all the metrics associated with the selected activity. The Notifiers section on the top-right side of the BAM Desktop displays the existing threshold values. When the metric value for the selected activity meets the alert condition. 4.

refer to the following procedure Delete an existing alert notification: on page 127. provided in the Example: Activity-Based Alert on page 130. The Metrics section (below the Activity Types section) displays all the metrics associated with the selected activity. Select Event for the Notifiers section on the top-right side of the BAM Desktop to display the existing alert settings. An example. 2. 3. Select an Activity Type from the list and click . For details about how to set alerts. those based on specific Activities. You can edit them here. TIBCO BusinessFactor User’s Guide . you receive alert notification: • • As a new item in your AlertBox.Defining Alert Notifiers and Viewing the Alertbox 129 | Define an Activity-Based Notifier Activity-based alerts. details all the steps involved in setting the Activity-based alert. select the Activity-Based in the Notifier Types section. when the metric value associated with an Activity meets the threshold condition. click . View Alerts in your AlertBox Based on the alerts that you set in the BAM Desktop > Personalization > Alert Settings page. Select a metric from the metrics list. As visual alerts in your EventFinder. are set up from Activity Capsules in EventFinder. If you have set an alert based on the selected metric from an Activity capsule. When the metric value for the selected activity meets the alert condition. To delete the existing alert notification mode. In the BAM Desktop > Personalization > Alert Settings > My Alert Settings portlet. 1. available on the BAM Desktop at My BAM > Alerts page. See Create an Alert from an Activity Capsule on page 91. but not create them. that is. The My Alert Settings portlet displays the new notifier for the associated Activity Type metric. 5. an alert is sent in the form of an AlertBox or an email in your BAM Desktop. the corresponding event appears in the Event section below the Metrics section. The Activity Types section displays the tree view of Activity Types where BaseEvent and BaseEntity are at the root level. 4.

Login to BAM Desktop and select Profile. the following Capsule is displayed: Example: Activity-Based Alert This example takes you through the process of setting Activity-Based alerts by: • • • • Setting the Delivery Option Setting an Alert from an Activity Capsule Setting the Alert in BAM Desktop Viewing the Alert in AlertBox McCandless Jane Smith wants to be notified when total tickets sale for Paul N. To set the delivery option as an email. she follows the following steps: 1.Nevada) (Alternative Concerts) in HP Pavilion at San Jose (N. Here is an example. Setting the Delivery Option Jane configures the email notification mechanism to get notified through email. on 2005/06/18 crosses the threshold condition High. if you click on the alert link that is set through viewpoint. TIBCO BusinessFactor User’s Guide . California.130 | Chapter 7 Staying Organized with BAM Desktop View an Alert Capsule • Click on any alert name in the Alertbox to view its capsule and use any of the Capsule Options.

Note that the administrator of project Acmetix has already set the threshold conditions for the currentTicketSales metric to High. Medium. 4. and Low. she sets an alert on the currentTicketSales metric as follows: TIBCO BusinessFactor User’s Guide . Click Delivery Options and click Add Items > Add New Delivery Option to set the new delivery option as shown: 3.Defining Alert Notifiers and Viewing the Alertbox 131 | 2. Click Save. As Jane wants to be notified through an alert when the ticket sales crosses the threshold condition High. She double-clicks the specified activity from the EventFinder results panel to set an alert using the activity capsule. Click Done twice to come back to BAM Desktop. Setting an Alert from an Activity Capsule Jane wants to be notified through an alert when the ticket sales is more than 5000.

132 | Chapter 7 Staying Organized with BAM Desktop 1. Set the appropriate values as shown in the following dialog to get an alert. 2. Double-click the specified activity from the EventFinder results panel. EventFinder launches the associated activity capsule. TIBCO BusinessFactor User’s Guide . Select Set Alerts. 3. 4. Click Add in the Activity-Based Notification Settings dialog box.

Click Finished to complete the alert setting operation. 4. 5. 3. 6. 6.Defining Alert Notifiers and Viewing the Alertbox 133 | 5. Jane can update the previously defined alert in Personalization > Alert Settings page. Click Commit to sets the alert. Select Activity-Based as Notifier Type in My Alert Settings panel. Select ACMEEvent to display the corresponding metrics in the lower Metrics panel. The Events panel displays Paul McCandless(Alternative Concert). 2. Go to Personalization > Alert Settings page. Setting the Alert in BAM Desktop If required. Select currentTicketSales to display the associated Event. Select Paul McCandless(Alternative Concert) to display the corresponding alert settings in the Notifiers area on the top-right. 1. Click to display all the Activity Types related to Events and Entities. TIBCO BusinessFactor User’s Guide .

that is. The Update and Add New buttons appear in the lower-right section as shown: 8. She can view the alert in her BAM Desktop at MY BAM > Alerts portal page. click . 5000 tickets. With the above configurations. Choose One-time delivery mode and click Update. now Jane will receive a one-time alert in BAM Desktop > MY BAM > Alerts and her email box for the Paul McCandless (Alternative Concerts) whenever the current tickets sales crosses the threshold condition High. TIBCO BusinessFactor User’s Guide .134 | Chapter 7 Staying Organized with BAM Desktop 7. Viewing the Alert in AlertBox When the alert condition was satisfied. To modify the existing alert notification. Jane received the alert notification through email as well as in her alertbox.

Using the Tracker 135 | Using the Tracker The Collaboration > Tracker page enables you to see and work with the items that you have created. and assets are collected in the following portlets: • • • Tasks I Assigned Viewpoints I Created Asset Library Clicking on an item’s title opens its capsule. TIBCO BusinessFactor User’s Guide . You can work with these items in the same ways you do in the Dropbox page. See Follow Up on Dropbox Items and Tasks Assigned to Me on page 108. All your tasks. viewpoints.

TIBCO BusinessFactor User’s Guide . you can update your profile to change your password and alert delivery options. If required. The Edit Profile. Change Password. you can choose which delivery options to use for alert notification. the email delivery option is available. and Delivery Options at the top of the screen allows you to update values as needed. To update your user profile Click Profile on the BAM Desktop top bar to display the following screen. you can view your personal information.136 | Chapter 7 Staying Organized with BAM Desktop Updating Your User Profile In your user profile. Delivery Options In this area. The options you can choose from are those that are set up for your BusinessFactor project by your system administrator. By default. Use the following procedure to configure the delivery option.

Click Delivery Option to open the Delivery Options screen: 2. You can add multiple delivery options using the Create New option. 5. 4. Click Done to save the changes. TIBCO BusinessFactor User’s Guide . All these delivery options appear in the list for selection when you Set an Alert in the Activity Capsule or set alerts in the Alert Setting portlet on the Personalization portal page of the BAM Desktop. refer to Create an Alert from an Activity Capsule on page 91. — Destination Type: Specifies the destination to send the alert notification. Click Done to exit the delivery options screen. Enter the following details: — Name: Specifies the name of the delivery option. The newly created delivery option appears in the Delivery Options list. — Priority: Sets the priority for the notification.Updating Your User Profile 137 | 1. Select Create New to define a new delivery option. — Address: Specifies the address to deliver the notification. For details. It can be email. The following screen appears. 3. and so on. mobile.

The Launch button on the BAM Desktop display the specified EventFinder configuration as the default configuration. Click Save. For example. Use the following procedure to configure the default EventFinder Configuration. you can define the default EventFinder configurations for the current BAM Desktop user. you can choose different EventFinder configuration as the default configuration for different roles in the BAM Desktop. and acmetix-exec configurations in the list.138 | Chapter 7 Staying Organized with BAM Desktop Setting BusinessFactor Preferences In this area. TIBCO BusinessFactor User’s Guide . acmetix-ops. Click Edit to open the Edit BusinessFactor Preferences screen: 2. 1. the operationsmanager user can see only acmetix-ops in the list whereas admin can see acmetix. Using the Profile editor. 3. Specify Default EventFinder Configuration from the adjacent drop-down list. in the acmetix tutorial project. The drop-down list displays only the EventFinder Configurations that you are authorized to see.

if you select Customize for the My BAM > Monitors page. Techniques To customize the portal page 1. You can subscribe or unsubscribe portlets and change the layout of all the portal pages in the Personalization. Collaboration. you can subscribe multiple Snapshot Monitor portlets and monitor different snapshots in your BAM Desktop. Collaboration. The Customize option on the top bar allows you to subscribe or unsubscribe portlets in Pane1 and Pane2. For example. Pane2. The BAM Desktop layout is divided into three panes.Customizing the BAM Desktop 139 | Customizing the BAM Desktop Concepts The Customize option in the top right area of the BAM Desktop allows you to change the layout of BAM Desktop portal pages. or My BAM on the top bar of the BAM Desktop. and My BAM portals. Open the portal page that you wish to customize in your BAM Desktop. and PaneEF as shown in the following figure. Selecting any of these links display different portlets in Pane1 and Pane2. if you select Personalization in the top bar. Link 1 and 2 or all three links are rendered in PaneEF. TIBCO Business Activity Monitoring Desktop Personalization Collaboration My BAM Profile Customize Sign Out Launch EventFinder PaneEF Link 1 Link 2 Link 3 Pane1 Pane2 The PaneEF typically contains the Launch EventFinder portlet and occupies the top portion of the BAM Desktop. Threshold Conditions. You can customize the bottom left and right area on the BAM Desktop by subscribing or unsubscribing to the portlets in Pane1 and Pane2 respectively. TIBCO BusinessFactor User’s Guide . You can subscribe to one or more instances of the same portlet in Pane1 or Pane2. PaneEF renders links named Alert Settings. For example. Pane1. and Visual Alerts. Based on the selection of Personalization.

The BAM and Collaboration subfolders appear as shown in the following figure. Click BFPortlets to expand the folder. The BAM subfolder appears by default for each portlet customization. the other subfolder can be Collaboration. Based on the portlet that you have selected to customize. TIBCO BusinessFactor User’s Guide . Personalization. The Add Remove Portlets page appears: 3. if you are in the Collaboration > Tracker portal page. or rearrange only the following portlets: — Tasks I Assigned — Viewpoints I Created — Assets Library 2. unsubscribe. you can subscribe.140 | Chapter 7 Staying Organized with BAM Desktop For example. or My BAM. Click Customize in the top right area of the portal page.

— Click OK to confirm the deletion of portlet. To remove portlets from Pane2. See the current portlets in Pane1. and Pane2.Customizing the BAM Desktop 141 | 4. Click Collaboration to see the available portlets for customization. — Click on the Pane2 scrollbar. the Viewpoints I Created portlet is removed from Pane1 and placed in the Acmetix project area below Title breadcrumb area. TIBCO BusinessFactor User’s Guide . You can add or remove portlets from Pane and Pane2 using the following procedure: a. 5. — Check the Viewpoints I Created box. After you confirm.

— Check the Viewpoints I Created portlet box in the Title breadcrumb area. The My Dropbox portlet appears in Pane1 area as shown: c. TIBCO BusinessFactor User’s Guide . The Collaboration > Tracker portal page layout changes as shown. choose a portlet and click the buttons on the scrollbar. and 6. To rearrange the portlets in Pane1. To add the same portlets in Pane1. — Select the Add Subscription in Pane1 button below the Pane1. Click Done to reflect the new customization changes in your BAM Desktop.142 | Chapter 7 Staying Organized with BAM Desktop b.

Monitor the snapshot either in Table mode or Chart mode for results panel. these snapshots are shared with you by others To know more about saving the snapshots in Snapshot Library.Working with Snapshot Library and Monitoring Snapshot 143 | Working with Snapshot Library and Monitoring Snapshot Concepts The snapshot can store all the information about EventFinder such as the layout. See the My BAM > Snapshot Library portlet in your BAM Desktop to check all the snapshots available in your library. you can: • • • Save various snapshot for later use in My Snapshots folder Share your snapshot with others by placing them in Community folder View and use the snapshots in Shared With Me folder. In the snapshot library. the selected query parameters. and visual settings. Using the same snapshot. TIBCO BusinessFactor User’s Guide . you can recreate the exact settings and views in your Event finder at a later stage also. see Save a Snapshot of a Query on page 53. You can select any single snapshot in the Snapshot Library for monitoring purpose. All the snapshots in the Snapshot Library are available in the BAM Desktop. views.

. Techniques To Launch EventFinder Using the Snapshot in the Snapshot Library 1. The Snapshots portlet enables the Launch. for sharing with one or more groups. she captured the snapshot of the EventFinder. TIBCO BusinessFactor User’s Guide . Using the BAM Desktop > My BAM > Monitor Snapshots. created by the TIBCO BusinessFactor administrator. 3.. The Snapshots portlet displays the following folders: — My Snapshots: Contain all your personal snapshots under the main folder or the sub-folders. she picked the Ticket Sales for monitoring the situation.. Send To. — Shared With Me: Contain the snapshots that are currently being shared with you by other users. She noticed that the ticket sales are low in the Trailmix at Just Us Folks concert. Click the Launch button to launch the selected snapshot in EventFinder. go to the My BAM > Snapshot Library page. — Community: Store the global snapshots. 2. In the BAM Desktop. and Delete buttons in the bottom area. To monitor the situation. named it Ticket Sales and stored it in the My Snapshots folder in Snapshot Library.144 | Chapter 7 Staying Organized with BAM Desktop Scenarios Jane is checking the ticket sales at various concerts by setting various parameters in her EventFinder. Select a snapshot from the above folders.

Click the Share snapshot name button to share the selected snapshot with other user. 3. TIBCO BusinessFactor User’s Guide .. Send To. Click Send snapshot name to share the selected snapshot. The Snapshots portlet displays the folders: My Snapshots. All the users who are assigned to the selected role will receive the snapshot in the Community/<role> folder in the Snapshot Library portlet of their BAM Desktop. To share your snapshot. Only the users with system administrator privileges can share snapshots with a group of people assigned to particular role using the following option: — Role: Select a role from the adjacent drop-down list. The users that are added by your system administrator appears for selection . and Delete buttons in the bottom area the Snapshots portlet. go to the My BAM > Snapshot Library page. 2. choose one of the following: — User: Select a user from the drop-down list.Working with Snapshot Library and Monitoring Snapshot 145 | To Share a Snapshot 1. 5.. The selected user will receive the selected snapshot in the Shared with Me folder in the Snapshot Library portlet on the BAM Desktop. Shared With Me. In the BAM Desktop. The Snapshots portlet enables the Launch. and Community. Select a snapshot from the above folders. Sending the same snapshot to the same user twice creates only one instance of that snapshot. 4..

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To Monitor a Snapshot 1. In the BAM Desktop, go to the My BAM > Monitors page. 2. Click to pick a snapshot that is stored in the snapshot library.

The Snapshot Monitor portlet displays the available snapshots stored in My Snapshots, Shared With Me, and Community folders. 3. Pick a snapshot from any of the above folders.

The Snapshot Monitor portlet enables the Set display style for <snapshot name> button in the bottom area. The following dialog appears.

4. Choose one of the following options to change the display style: — Table: Displays all the Activities in a tabular format. — Chart: Displays all the activities in the chart format. — Map/Scorecard: Displays all the Activities on map or scorecard. 5. Click Apply to implement the selected display style.

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Working with Snapshot Library and Monitoring Snapshot 147

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Based on the selected display style, the Snapshot Monitor portlet displays the selected snapshot.

The top area of Snapshot Monitor provides details about the search criteria; that was used in the EventFinder and captured in the snapshot. It includes details such as snapshot name, category, location, and time. The Snapshot Monitor displays the Activities in the Result Panel of the EventFinder. All the Activities are displayed in a tabular format as shown in the figure. Note that for any search criteria, even if the number of Activities displayed in the Result panel of EventFinder is more than 10, the Snapshot Monitor portlet displays only ten Activities on each page. If the Activities are spread across multiple pages of portlet, the information about the number of activities and page number details are displayed above the table. The following option on the portlet lets you perform various operations: Go to: Select a page number from the adjacent drop-down list to check the Activities listed on the selected page. Select All: This option in the bottom left area allows you to select all the Activities in the Result panel in the current Snapshot Monitor portlet. Deselect All: This option in the bottom left area allows you to deselects all the Activities in the Result panel in the current Snapshot Monitor portlet. Show All: This option in the top right area allows you to show all the Activities in the Result panel simultaneously. To refresh all the Activities, use on the top left area.

Sorting: Click on the column header to sort values in columns in table mode. The selected column for sorting appears with an arrow . Based on the data in the selected column, all the records get sorted in ascending order. To sort the data in the reverse order, click the arrow again.

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Action: Select one or more rows and click the Action ( ) button on the top bar. A Viewpoint Creation Tool appears. You can create a viewpoint for all the selected items using it. See the section, Create a Viewpoint, on page 80 for details. Task C To get summary of records in table mode 1. Scroll to the bottom right area of the Snapshot Monitor portlet to access the Select Summary Column field. 2. Click on the adjacent list button to select a column for generating a summary. In the drop-down list the Current <metrics> appear for selection.
Sorted Column

and all the integer

3. Select one of the following metric (column header) for generating a summary: —
Current Sorted Column—Based on values in the column that is used for sorting, the summary is calculated.

— <integer metric>—Based on values available for this selected metric, the summary is calculated. 4. Observe that Summary is instantaneously generated and appears next to the Select Summary Column field. It provides the following details: Summarize: Displays the <metric> used for generating summary. Sum: All the values in the column are added to get the Sum value. Average: Addition of all the values in the column/ number of rows (or records) Median: The middle value in the column. Half of the rows are above the median and half are below it. The median is not necessarily the same as the Average (or mean). Task D To pick a new snapshot to monitor 1. To monitor a new snapshot or to change the display style, click .

TIBCO BusinessFactor User’s Guide

Select Pick a new Snapshot to monitor. Follow the steps explained in To Monitor a Snapshot on page 146. 4. Click Next to display the following dialog: TIBCO BusinessFactor User’s Guide . Click Next. The Snapshot Monitor displays all the available snapshots in the Snapshot folders. Click from the top right corner.Working with Snapshot Library and Monitoring Snapshot 149 | The following dialog appears: This dialog allows you to perform the following operations: — Pick a new Snapshot to monitor — Change Display Style of current Snapshot 2. 3. Task E To change display style of snapshot 1. Select Change Display Style of current Snapshot. 3. 2.

2. For details.. Shared With Me. Click Delete snapshot name to remove the selected snapshot. Based on the selected display style. 4. Add multiple instances of the Snapshot Monitors portlet in Pane1. and Community. the Snapshot Monitor portlet displays the selected snapshot. To Delete a Snapshot 1. refer to the procedure defined in To customize the portal page on page 139. 3. Select a snapshot from the above folders. If you try to delete a snapshot from My BAM > Snapshots Library that has already been deleted using the Snapshots > Edit/Retrieve Snapshots > Snapshots dialog in EventFinder. Select a different snapshot to monitor in each Snapshot Monitors portlet. the Snapshots portlet in My BAM page may display a blank page with %%Content%%. In the BAM Desktop. Click Customize on the top bar. — Chart: Displays all the activities in the chart format. 3. TIBCO BusinessFactor User’s Guide . you must refresh your BAM Desktop frequently to view the latest valid snapshots in Snapshot Library. 4. go to the My BAM > Monitors page. — Map/Scorecard: Displays all the Activities on map or scorecard.. go to the My BAM > Snapshot Library page. In the BAM Desktop. In the situation where Snapshots are often removed. and Delete buttons in the bottom area the Snapshots portlet. The Snapshots portlet displays the folders: My Snapshots.. Click Apply to implement the selected display style. The Snapshots portlet enables the Launch. To Monitor Multiple Snapshots 1. 2. The My BAM > Monitors page displays multiple Snapshot Monitors portlets.150 | Chapter 7 Staying Organized with BAM Desktop Choose one of the following options to change the display style: — Table: Displays all the Activities in a tabular format. Send To.

page 152 Creating Custom Visual Alerts. Topics • • Customizing EventFinder. page 153 TIBCO BusinessFactor User’s Guide .| 151 Chapter 8 Customizing EventFinder from BAM Desktop This chapter explains how you can customize EventFinder for your needs through the BAM Desktop.

Set a new Type-Based alert on the modified threshold condition. • Using Alert Settings and Threshold Conditions on your BAM Desktop > Personalization portal page. When you edit or delete project-wide alerts. For example. it affects only your instance of the EventFinder configuration. • You can create Visual Alerts to define how Activity (Event and Entity) metrics will be displayed in your EventFinder. You can customize the project -wide alert settings and add your own. you can customize the alert settings and display the custom visual alerts in your EventFinder and view the custom alert notification in your My BAM > Alerts > AlertBox portlet. — add new threshold condition for an Activity metric according to your business requirements. Set a new Type-Based alert on the newly added threshold condition. setting different images or colors to display for different quantities in a column. and no other user’s instance. TIBCO BusinessFactor User’s Guide . Use BAM Desktop > Personalization > Visual Alerts to add or modify the visual indicators. You can: — edit the delivery mode of an existing alert — modify the threshold conditions defined for an Activity metric at the design time. These alerts can be set in addition to the application-wide alerts set at the design time. The options you choose apply only to your personal instance of one EventFinder configuration.152 | Chapter 8 Customizing EventFinder from BAM Desktop Customizing EventFinder EventFinder supports customization of visual alerts through the BAM Desktop > Personalization portal page. — set an alert based on the categories for What and Who types.

you can use graphic images or color coding to indicate that the value of a numeric metric falls within a specified range. you do not receive these updates. change. if the metric has been chosen as the Selected metric. This means that if project-wide visual alerts are updated by your project administrator. When you add. If you want to restore the project-wide visual indicators. For example. Custom Visual Alerts and Project-wide Visual Alerts Project-wide visual alerts are often set up by your project designer for all users of an EventFinder configuration. You will then continue to receive updates. and no other user’s instance. or delete a project-wide visual alerts. Visual indicators are used in the result table only if they are configured to do so in the View being used. all the visual alerts are converted to your own custom visual alerts. You can customize the project -wide visual alerts and add your own. do not customize visual alerts. To know how to edit or add visual alerts for an Activity metric. When you edit or delete a project-wide visual alert.Creating Custom Visual Alerts 153 | Creating Custom Visual Alerts Visual alerts are visual cues that draw your attention to specific information in your Results. or when a text metric matches a certain value. click Reset. refer to Defining Alert Notifiers and Viewing the Alertbox on page 114. it affects only your instance of the EventFinder configuration. These appear in your BAM Desktop > Personalization > Visual Alerts > My Visual Alerts portlet. Images also appear as visual indicators in the EventFinder map. TIBCO BusinessFactor User’s Guide . If you want to continue to receive any updates to project-wide visual alerts.

154 | Chapter 8 Customizing EventFinder from BAM Desktop TIBCO BusinessFactor User’s Guide .

94 Capsules 75 create 94 Associate an Asset 81.| 155 Index A active attributes 90 Activities showing all that are at one location 44 Activity Based Notifiers 115 Activity Capsules 74. 75. 99 defining notifiers 114 delivery options 91 one time 92 All (AND) 40 Any (OR) 40 Asset Capsules 75 Assets 94. 94 associate 81. 76. 94. 94 Associated Items 81 Attribute Notifiers 91 attributes 69 active 90 auto-refresh 22 B BAM Desktop Collaboration 104 Customization 139 Generic Controls 99 My BAM 105 Personalization 100 setting preferences 138 BAM Desktop portal pages 98 Basic time control 48 C Capsules Activity 74. 104 Dropbox 104 Monitors 106 Snapshot Library 107 Tracker 104 colors of Dropbox items 108 configuration 12 continuous alert mode 115 customer support xii Customization BAM Desktop 139 Customize 17 EventFinder 152 TIBCO BusinessFactor User’s Guide . 91. 76 Alert 130 Asset 75 defined 74 launch 67 Task 75 Viewpoint 74 category-based notifiers 115 Clear Selections 25 Collaboration 104. 76 activity-based notifiers 91 Add To Selections 26 Advanced Time Control 21 Advanced time control 48 Alert Capsule 130 alert mode 115 alert notification options 136 Alertbox viewing 114 Alertbox options 114 Alerts 74.

67 Export Table 26. 87. 67 keywords All (AND) 40 Any (OR) 40 Exact 40 L launch a Capsule 67 list of activities at one location 44 locations Priority 43 M magnifying glass icon 67 map sets 17 selecting a different map set 67 menus Auto-Refresh 22 Customize 17 File 17 Map Sets 17 Periodic Time 17 Results Display 17 Snapshots 17 Views 17 F File 17 Filter 38 TIBCO BusinessFactor User’s Guide . 99 deleting items 111 item colors 108 moving items to Dropbox folders 111 options 111 H History Chart 90 K E email a friend 89 email. send Capsule via 87 Entity Mode button 21 EventFinder apply snaphots 57 apply snapshots 22 Customize thru BAM Desktop 152 WHAT panel 37 WHEN panel 48 WHERE panel 42 EventFinder configuration 12 Exact.156 | Index Customize BAM Desktop 99 G Generic Controls BAM Desktop 99 D delivery options for Alerts 91 document icon 67 Dropbox 74. keyword match 40 Example Setting Activity-Based Alert 130 Export Selections 26.

Index 157 | Messages 96 metric-based notifiers 91 mode 115 Monitor 64 Monitoring Snapshot 143 Multi-Item View 44 multiple 150 My BAM 105 Alerts 105 My Notifier 136 periodic time mode 22 Personalization Alert Settings 100 Threshold Condition 102 Visual Alerts 103 Priority 43 Profile Editor 99 R N notification set Alerts 75 notification delivery options 91 notification options for alerts 136 notifiers type-based 115 notifiers for Alerts. defining 114 Range 92 related links 77 Remove From Selections 26 Results Display 17 results set filter icon 67 filtering 66 unfiltering 66 Reverse Sort 26 S O Object-Based Notification Editor 91 Object-Based Notifiers 115 one time alert mode 115 one time mode 92 options for alert notification 136 options for managing dropbox 111 Select 26 Select All Items table menu Select All Items 26 Select ONLY This Item 26 Send 74 Send to Dropbox 87 Send via Email 74. 150 Sharing 145 TIBCO BusinessFactor User’s Guide P Participants 7 participants 78. 89 Send via email 87 set Alerts 75 Set Selected Column 26 Set Sort Column 26 Show History 90 Show Metrics 90 Signout 99 Snapshot Delete 150 Monitor 146. 78 Perform Action 26 periodic time 17 Periodic Time Mode 48 options 51 techniques 50 .

67 Export Table 26. 67 Perform Action 26 Remove From Selections 26 Reverse Sort 26 Select 26 Select ONLY This Item 26 Set Selected Column 26 Set Sort Column 26 Task Capsules 75. 19 T table menu Add To Selections 26 Clear Selections 25 Export Selections 26. 94 technical support xii TIBCO_HOME x timeline 8 Tracker 81.158 | Index Snapshot Library 143 Snapshots QuickPick 22 snapshots 17 default 56 support. 89. 135 Tree button 20 type-based notifiers 115 X X and Y axis 19 Z zoom-out indicator 67 V Viewpoints 74. 94 add to 82 open existing from EventFinder 89. contacting xii W WHAT 37 What panel 19 What tree 19 When panel 21 Where panel 19 white bounding box 67 Who tree 19. 85. 74. 86 Task name and description 85 Tasks 74. 75. 90 Views 17 defined 72 switching between using category tree 19 TIBCO BusinessFactor User’s Guide . 80.

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