Celonis Process Management Reporting

Overview

overview

The Celonis Process Management reporting service consists of several components that together realize a rich integrated reporting solution.

  • Celonis Process Management provides the data which will be saved in a specialized ODS database. Celonis Process Management also displays the reporting results within its own UI. You can manage which storage connects to which reporting service by setting up and assigning different "Report Pools". Within Celonis Process Management you can also manage which reports are active and which will be hidden from users.
  • The Reporting Connector is what a Celonis Process Management Report Pool connects to and that receives events from Celonis Process Management describing the changes that were made to elements (like changes to names, descriptions, additions of new symbols to a diagram, removal of relations, etc.). The connector stores the received events in the operational part of the ODS database. It also provides Celonis Process Management with the actual report links for configured reporting systems (i.e. SSRS).
  • The Reporting Console is responsible for getting an initial data dump ( fullfetch ) from Celonis Process Management that is saved in the data part of the ODS database. It also realizes the conversion of events collected by the Reporting Connector into updates (crud: create & update) of the data part of the ODS database. The Reporting Console operations are triggered by an Admin user (for manual and maintenance tasks) or by the Windows Task Scheduler (for recurring tasks).
  • The ODS DB contains operational and actual reporting data for reports to work on. This data is available in a format optimized for reporting, in contrast of the data stored in Celonis Process Management databases that is optimized for business and process management tasks.
  • SSRS , the SQL Server Reporting Services, provide an enviroment for defining, managing, and running reports. It is mainly intended for on-premise use.

Requirements

To use Celonis Process Management Reporting, the following requirements must be fullfilled:

  • Celonis Process Management set up and running;
  • SQL Server or Azure SQL set up and running;
  • SSRS (requires SQL server) set up and running;
  • An ODS database on SQL Server or Azure SQL created and running, with appropriate logins for read (reporting) and write (connector and console) access;
  • The Reporting Connector set up and running as web service on IIS or as an Azure App Service;
  • The Reporting Console set up on an appropriate machine.

The following communication directions must be available for the system to work:

  • Celonis Process Management (the server side) to Reporting Connector (to send events on data changes);
  • Celonis Process Management (just the client side/browser displaying the Celonis Process Management website) to SSRS (to retrieve report results);
  • Reporting Connector to Celonis Process Management (to setup reports);
  • Reporting Connector to SSRS (to create a workspace);
  • Reporting Connector to ODS DB (to read & write operational data);
  • Reporting Console to Celonis Process Management (to read data);
  • Reporting Console to ODS DB (to read & write data);
  • SSRS to ODS DB (to read data).