Celonis Process Management Reporting - Operation

Requirements

The Console application is already set up.

Using the Console application on the command line

Breaking changes

  • 2023-05-10: The default timeout for API calls has been changed from 86400 seconds (24 hours) to 600 seconds (10 minutes). If you want to use a larger timeout, please specify it using the --timeout command line parameter.

General Usage

Open a command line interface (e.g. PowerShell) and type: Symbio.Service.Reporting.Console.exe help and press Enter to get a general list of commands:

operation 1

For a detailed information on a command, type: Symbio.Service.Reporting.Console.exe help <command> and press Enter. E.g., for detailed help on the Fullfetch command:

operation 2

Short description of commands

fullfetch

Creates a snapshot of the current data in Celonis Process Management usable for reporting. Depending on the size of the Celonis Process Management database and the complexity of Celonis Process Management configuration, a run may take from several minutes up to a few hours. The fetched data is stored in the ODS database, optimized for reports. As a fullfetch snapshot is always complete and does not rely on dependencies, CRUD events are reset and all accumulated changes rely then on this snapshot. During a fullfetch operation, all other operations are blocked by a tenant lock. You can do several operations in parallel on different tenants though. You can use the schedule-fullfetch command to set up a scheduled task.

crud

Used to be run between fullfetches to keep ODS database up-to-date. Any changes in the database are accumulated by the Reporting Connector and stored as events in the ODS database. You use this command to apply all changes so far at once to the ODS database. You can use the schedule-crud command to set up a scheduled task for this command.

applyschema

Any changes in configuration of Celonis Process Management (e.g., when new or custom attributes are defined), the changed schema of the Celonis Process Management database must be transferred to the ODS database.

clearods

Deletes tenant-specific data from the ODS tables. After this command has executed, reports will not show any data. You need to run a fullfetch again.

clearbulk

While fetching data during fullfetch command, intermediate data is stored in so called "bulk" tables. If merging of these intermediate data sets fails and is not automatically cleaned, you can do so with this command.

schedule-fullfetch and schedule-crud

These commands allow you to create scheduled tasks for the corresponding fullfetch and crud commands to execute them periodically. These commands are very simple and just create basic tasks, you should inspect and modify settings according to your needs in Windows Task Scheduler after creation.

fullfetch-open-list

Shows a list of unfinished (due to errors) fullfetch operations. The listed bulkId can then be used either in clearbulk command to delete those intermediate bulk sets, or to call fullfetch-open-merge command to finish interrupted operation if state is "MergeFailed".

fullfetch-open-merge

If there were problems during fullfetch merge operation and operation state is "MergeFailed", you can use this command to try merge operation again.

releaselock

If a command crashed and you get "table locked" errors afterwards on execution of other commands, you can remove the table lock. Take care that no long-term operation is in progress.

First Steps

Upon connecting a storage or after changes to the configuration of the storage you should execute the following commands in that order:

  1. Symbio.Service.Reporting.Console.exe applyschema -t <auth-token> -u <API-URL>
  2. Symbio.Service.Reporting.Console.exe fullfetch -t <auth-token> -u <API-URL>

Both commands need at least the API URL of the Celonis Process Management storage to work on and the token that has been created for use by the selected report pool. To retrieve them, follow these steps:

  1. Log in to the Celonis Process Management storage as an admin user.
  2. Go to the admin area and select "Automation".
  3. Open the data entry, "Rest-API endpoint" and select the connected report pool/
  4. In the Information section, copy URL and token as shown below:

operation 3

To run the command with token and URL (as copied from the example above) enter the following:

Copy
Copied
Symbio.Service.Reporting.Console.exe <command> -u https://localhost/SYMBIO/pMaster/dShowCase/_api -t fc4frk32msxnx0bz0h7rqg0qy1