User-defined fields in a Case Monitor project

To monitor business data from your cases and workflows, you can configure your own case and workflow data fields as measures or dimensions for the Case Monitor project.

1. Expose the case and workflow properties to the Case Analyzer store. For instructions on exposing the case and workflow properties, see Manage Case Analyzer data fields.
2. In IBM® Cognos® Real-time Monitoring Workbench, follow the general steps to configure a user-defined field as a measure or dimension. Specific instructions are covered in Case Monitor example: Adding user-defined fields as measures and dimensions where example values are provided.
   1. For monitoring current data, modify the query of an existing data stream (such as Workflow Data Stream, Work Item Data Stream, Case Data Stream, or Task Data Stream). As an example, for current data monitoring, expand the IBM FileNet® Case Monitor folder, select Workflow Data Stream, and click Edit.

      You can add your fields to the data stream query for Workflow Data Stream. Because this is an aggregate query, any additions to the selected fields must either contain an aggregate function or be added to the group by clause.

      For example, to view total current sales by region, you would add sumAmount (representing a measure on Case Analyzer aggregated using the sum function) and Location (representing a dimension on Case Analyzer) to the query as shown in the following example.

      select d.DMWorkClass_key,
         Count(*) as WorkflowCount,
         avg(f.MinutesSinceCreation) as avgProcTime,
         sum(f.VMAE_Amount) as sumAmount, 
         f.VMAE_Location_key as Location
       from F_DMWorkflowWIP f, D_DMWorkflow d 
       where d.Workflow_key = f.Workflow_key
       group by d.DMWorkClass_key, f.VMAE_Location_key  
      

      Fields added to an existing data stream, such as Workflow Data Stream, must subsequently be added to the appropriate views and cubes, such as Workflow View and Workflow Cube.

   2. For monitoring recent historical data, modify the query of an existing data stream (such as Work Load Data Stream, Productivity Data Stream, Case Load Data Stream, or Task Load Data Stream). As an example, expand the IBM FileNet Case Monitor folder, select Work Load Data Stream, and click Edit.

      You can add your fields to the data stream query for Work Load Data Stream.

      For example, to view total sales by region for the current quarter, you would add Amount (representing a measure on Case Analyzer) and Location (representing a dimension on Case Analyzer) to the query as shown in the following example.

      select Workload_key, 
             DMWorkClass_key, 
           Incoming, Outgoing, 
            f.VMAE_Amount_key as Amount, 
            f.VMAE_Location_key as Location
             TimeUsage as CycleTimeMinutes ,
             Month,
             MonthNumber,
             Week,
             WeekNumber 
      FROM V_F_DMWorkloadNearTerm 
      order by Workload_key  
      

      Fields added to an existing data stream, such as Work Load Data Stream, must subsequently be added to the appropriate views and cubes, such as Work Load View and Work Load Cube.

      Important: When you plan to edit an existing data stream for monitoring recent historical data, schedule the edit for as close to the beginning of a quarter as possible. If you edit the data stream toward the end of a quarter, Case Analyzer must retrieve all the historical data from the beginning of the quarter, which might affect system performance and cause delay.
   3. If the data field is exposed as a dimension, then create a new lookup table and dimension. For information about creating a new lookup table and dimension, see Create a new lookup table and dimension.
   4. Modify the view based on the data stream, such as the Workflow View or the Work Load View.
   5. Modify the cube based on the view, such as the Workflow Cube or the Work Load Cube.
3. In IBM Cognos Real-time Monitoring Dashboard, modify an existing dashboard object and add your user-defined fields, then assign your dashboard object to an appropriate dashboard.