Setting a monitor for Activities

To create a monitor for an activity, do the following steps:

1. On the Action Hub page, click Create Monitor.

2. In the Details step of creating a monitor, complete the following steps:

   a. In the Title field, type a name for the process KPI monitor.
   b. Optional: In the Description field, type a description for the monitor.
   c. Click Next.

3. In the Monitor step, complete the following steps:
   

   a. In the Monitor type field, select Activities.
   b. In the Select the activity to monitor field, select the activity for which you want to create a monitor.
   c. Click Manage filters to add a filter to the monitor. For more information on how to apply filters on monitors, see Applying filters in Action Hub.
   d. Click Next.
   

4. In the Schedule step, complete the following steps:
   a. Set the schedule for running the monitor by selecting one of the following options:
   - Click Data Upload to run the monitor when data is uploaded to the process.
   - Click Frequency to run the monitor at the defined timeframe and days. In this option, you can set to run the monitor at the defined hour or minute. You can also specify whether the monitor should run during business hours or not.
   - Click Calendar to run the monitor at the specified day. You can also set to run the monitor on yearly, monthly, or weekly basis.
   b. Set the time details of your chosen option.
   c. Click Next.
   

5. In the Service step, click the service to which you want to link the monitor, and then click Next.

6. On the Parameters page, do one of the following steps:
   

   • If you selected a Rest API service in the Service step, then do the following steps:
     

     a. In the URL suffix field, type the suffix for the URL to display the data.
     b. In the HTTP method field, select the required HTTP request method.
     - POST
     - GET
     - PUT
     

     c. In the Additional Parameters section, you can set the Query parameters, Header parameters, and Body parameters. The Body parameters page lists the tags that you can use for customization and also provides the options to validate the JSON script.
     d. Click Verify connection to verify the connection to the URL.
     e. Set Activate monitor to Active to activate the monitor when it is created. You also set Activate monitor to Inactive if you do not want to activate the monitor as soon as it is created.
     

   • If you select an SMTP service on the Service page, then do the following steps:
     a. In the To, the CC recipients, and the BCC recipients fields of the Recipients section, update the email addresses to which you want to send the result of the monitor event.
     b. The values for the Display name field and the From field are retrieved based on the information updated in the SMTP service. If required, you can edit the values in the field.
     c. In the Subject and Body section, you can use the tags in the Subject and Body fields to define how the results of the monitor event should be presented.
     Starting IBM Process Mining 1.14.3, the Body field supports HTML formatting.
     d. Click Verify connection to ensure the accuracy of the information provided in the Recipients section.

7. Click Create. The created monitor event appears on the Action hub page.

Related task:

• Managing the monitors