FAQ

What is an "ODS" database?

ODS stands for Operational Data Store, see https://en.wikipedia.org/wiki/Operationaldatastore for details.

Celonis Process Management Reporting uses the ODS database to store its data in a way friendly to reporting while Celonis Process Management Core has its data organized in a different way to better support its interactive and presentational usage patterns.

The ODS database contains a snapshot of a past state of Celonis Process Management Core. There are several mechanisms to keep it in synch so it is not older than a specified time span.

How to setup an ODS database?

The Celonis Process Management Reporting ODS database is a normal SQL Server database independent of other Celonis Process Management databases and SSRS' ReportServer databases. One ODS database can be used for several Celonis Process Management storages as the data within is separated by tenant.

For administrative and read-only connection strings the creation of corresponding users is advised:

• OdsReader for the read-only connection string should be a member of the role "db_datareader".
• OdsWriter for the administrative connection string should be a member of the roles "db datawriter" and "db owner".

How to keep the ODS database and Celonis Process Management Core in sync?

The Reporting Connector listens to change events sent by Celonis Process Management Core. These are stored in the ODS database for later processing.

The Reporting Console provides two mechanisms to update the ODS database:

• Fullfetch creates a new snapshot of Celonis Process Management Core and updates the ODS database to that snapshot. This is typically done once a week during the weekend, either triggered manually or scheduled for automatic execution using a task scheduler.
• CRUD collects the change events stored in the ODS database and applies them to the stored data. This is typically scheduled to be executed once per hour using a task scheduler.

What are appropriate rights for the IIS Application Pool account used for the Reporting Connector

The application pool account needs to be able to read and execute the content of the app's directory. Additionally, it needs to be able to write log files. Setting "Full Access" to the app's directory and inheriting that to all files and sub folders will ensure all necessary permissions are available.

What to set "global:sqlCommandExecutionTimeoutInSeconds" to?

This value is typically set to 7200 (i.e. two hours) to ensure that large amounts of CRUD jobs can be executed in one console CRUD command run without getting an SQL Server timeout error.

If you don't have many CRUD events and/or are running CRUD commands regularly using scheduled tasks (e.g. every hour/every 15 minutes) then you can try to use a lower value for this setting.

Which connection string is used for what purpose?

Administrative connection string

The administrative connection string will be used for DB operations and manipulations, e.g. a fullfecth. DBO rights are required.

Read-only connection string

The read-only connection string will be used for read access by reports. Only read permissions are required.

How do I monitor the correct operation of the Celonis Process Management Reporting system?

Reporting Connector and Reporting Console write log files of their operation. These files should be checked regularly for errors.

How to start investigation, if I suspect data to be wrong or missing?

Check the logs

• Celonis Process Management Logs: Are there any warnings or errors concerning the REST/Reporting API?
  • In an Event HTTP request call for the configured Service Endpoint URL of the Report Pool (External System in Celonis Process Management SysAdmin):
  • (401) Unauthorized may indicate that the authentication token settings of Reporting Connector and Report Pool configuration don't match.
  • (500) Internal Server Error may indicate a misconfiguration of the Reporting Connector (or the corresponding Report Pool in Celonis Process Management Core), check its log files for details.
• Reporting Connector Logs: Are there any errors (marked as [FTL] or [ERR] ) in the log?
  • "Could not access config store..." indicates a possible misconfiguration of the config store in the appsettings.config file and/or missing permissions in the target store.
  • "Could not establish connection..." may indicate a problem with connecting to SSRS, details following. This might indicate wrong credentials or URL in "global:ssrs..." settings in the appsettings.config file of the Reporting Connector.
• Reporting Console Logs: Are there any errors (marked as [FTL] or [ERR] ) in the log?
  • CommandLineParser errors indicate wrong usage of the console's command line parameters. Based on the given details and the console help command, ensure that correct arguments are provided.
  • "ODS database connection string not found" indicates that the Celonis Process Management storage is not correctly connected to the report pool: disconnect any existing pool and then reconnect it.
  • Schema/Column-related error messages may normally be solved by running the ApplySchema command.
  • "The SSL connection could not be established" can be caused because the certificate of the website should be enabled. Therefore you may navigate to computer sertificates, copy the certificate from Personl Certificates folder into 'Trusted Root Authentication Authorities' and 'Web Hosting'.
  • "Could not create SSRS workspace" can be caused by unappropriate assignment of rights to the user that have full access to the root folder of SSRS Reports; therfore, you can assign this user System Administrator Rights as well as System User Rights.

Check connectivity

If error messages indicate a connection problem, try the following (depending on where an error was logged):

Celonis Process Management Core

• Can Celonis Process Management Core access the Reporting Connector? Try to open the configured Service Endpoint URL of the Report Pool (External System in Celonis Process Management SysAdmin) in a browser on the server machine hosting Celonis Process Management Core.
  • Can the account that is running Celonis Process Management Core do the same?
  • Does the time update on refresh?
  • Is the version number correct?
• Can Celonis Process Management Core access the targeted SSRS instance (see Reporting Connector configuration)? Try to open the ReportPortal URL in a browser on the server machine hosting Celonis Process Management Core.
  • Can the account that is running Celonis Process Management Core do the same?
• Can the Reporting Connector access Celonis Process Management Core? Try to open the Celonis Process Management Core URL in a browser on the server machine hosting the Reporting Connector.
  • Can the account that is running the Reporting Connector do the same?

Reporting Connector

• Can the Reporting Connector access the targeted SSRS instance (see Reporting Connector configuration)? Try to open the ReportServer URL in a browser on the server machine hosting the Reporting Connector.
  • Can the account that is running the Reporting Connector do the same?
• Can the Reporting Connector access the ODS database? Try to connect to the ODS database using a command line tool or SQL Server Management Studio on the server machine hosting the Reporting Connector. (One requirement that you should be aware of is that under Security in the Server Properties, SQL Sever and Windows Authentication mode should be selected)
  • Can the account that is running the Reporting Connector do the same?

Reporting Console

• Can the Reporting Console access Celonis Process Management Core? Try to open the Celonis Process Management Core URL in a browser on the machine running scheduled Reporting Console tasks.
  • Can the account that is running scheduled tasks do the same?
• Can the Reporting Console access the Reporting Connector? Try to open the configured Service Endpoint URL of the Report Pool (External System in Celonis Process Management SysAdmin) in a browser on the machine running scheduled Reporting Console tasks.
  • Can the account that is running scheduled tasks do the same?
  • Does the time update on refresh?
  • Is the version number correct?
• Can the Reporting Console access the ODS database? Try to connect to the ODS database using a command line tool or SQL Server Management Studio on the machine running scheduled Reporting Console tasks.
  • Can the account that is running scheduled tasks do the same?

The fullfetch-open-list command of the Reporting Console is non-modifying and can be used to test the connectivity to Celonis Process Management Core and the ODS database.

Solving connectivity issues

• Check all configured URLs: Are they correctly qualified?
• Does the firewall allow access to these URLs?
• May the configured accounts access these URLs?

Check token validity

• On the SysAdmin page of Celonis Process Management Core, under "External Systems", select the connected Report Pool and hit Ctrl+Alt+D.
  • Note the displayed ContextKey and the name of the Report Pool.
• On the Admin page of the connected storage, click on the tile "Automation".
  • Expand the the automation task node "data, Rest-API endpoint".
  • Select the automation token node with same name as the connected Report Pool.
  • Is Application Role correct?
  • Is Validity correctly set?
  • Is the token Permitted everywhere?
  • Does the PowerShell command snippet under "Information" work?
  • Note the value under ID.
• Connect to Report Connector Config Store.
  • Look for rows with a value equal to the noted ContextKey .
  • The key of these rows should be "some-id.AssociatedReportPoolId".
  • Look for rows with keys corresponding to "some-id.SymbioApiUrl" and "some-id.AuthorizationTokenString".
  • These should match the URL of the Celonis Process Management storage and the noted token ID.

SSRS correctly setup and connected?

• On the SysAdmin page of Celonis Process Management Core, under "External Systems", selected the connected Reporting Pool and hit Ctrl+Alt+D.
  • Note the displayed ContextKey , the Report Pool's "SSRS root folder path" and "Report template folder"
• Navigate to the SSRS ReportPortal website
  • Does the configured root folder exist?
  • Does the configured root folder contain the configured template folder?
    • Does the configured template folder contain a working data source?
    • Does the configured template folder contain reports?
    • Can the report "ProcessesHierarchyDetails" be opened with errors and displaying an empty result?
  • Does the configured root folder contain a folder for the connected Report Pool (the name is equal to the noted ContextKey )?
    • Does the Report Pool folder contain a working data source?
    • Does the Report Pool folder contain reports?
• On the Celonis Process Management Admin Page of the connected storage, click the tile "Reporting".
  • Are the same reports listed here?
  • Have they been activated?
  • Is there URL containing the ReportPortal root folder path + ContextKey as seen on the SSRS portal?
• Navigate to the Reports/reports facet of the connected storage.
  • Does the "Report" dropdown contain the activated reports?

Which versions are compatible?

1. Celonis Process Management should be compatible with Celonis Process Management Reporting Service.
2. The Celonis Process Management Reporting Service respectively the ODS database created by it has to be compatible with the reports deployed.

To learn which versions are compatible, see the tables below. The given versions are the first versions after a breaking change, i.e. all versions equal or higher than that mentioned in a breaking change row are compatible until the next breaking change.

Breaking changes in the interface between Celonis Process Management and the Reporting Service:

Breaking changes in the interface between the Reporting Service / ODS database and the reports:

With "reports" here we address standard reports as well as customer reports. That means if you deploy a new version of the reporting service including a breaking change you have to deploy all used reports as well. And vice versa, if you deploy a report (e.g. a bugfix in one report) including a breaking change, you have to (re-)deploy the reporting service and all other reports in that systaddem, too.