TxExpo help - Projects

 

A project is the definition of transactions together with their running rules. Once a project is defined it can be ran. During this running process, data originating from data sources defined in the project's transactions and obeying the its running rules is matched with transactions to create a project result set. This result set corresponds to the integrity of the processes described by the project's transactions and can be then further analyzed in TransactionExpo using different viewers.


Defining a Project
  1. From the "Administration" menu, select "Projects". You can also enter the projects administration page from the "Projects" link in TransactionExpo portal.
  2. Click on the "Add new project" link to create a new project or click on the "edit" link of an existing project to edit it.
  3. Enter the name of the project and optionally add a description to it.

  4. The filter section is designed for the definition of time constraints. These definitions will then be used as default values when creating new results sets, but can be overridden. You can define time constraints, or filters, in two way - similar to the way date filters are defined in XpoLog:

    1. selecting the 'Dates limit' option and entering the minimum and\or maximum date
    2. selecting the 'Analysis time limits' option. in the following combo box select one of the following options:
      • from the last: defines a time interval that starts with the specified time constraint and stretches until the current time
      • from the previous: defines a time interval that contains only the specified days, weeks or months
      • from: defines a time interval the starts in the data specified in number text field and time unit (in the case of 'days' a starting hour is required too) and stretches for the time span defined in the 'for' section of the filter

    Clicking the '+/- Filters' link toggles the display of the filter section

  5. In the 'Transactions' section select the transactions of the project. At least one transaction has to be selected.
  6. TransactionExpo comes with a service that cleans result sets after a certain time. This information is stored in the system's default configuration. In order to override this default setting, enter in the 'Hours to keep' field the number of hours to keep result sets. Leaving this field blank means using the system's default settings.

  7. Click "save" to save the project.


Running a Project (creating a new result set)

After a project has been defined it can be ran. Running a project, as mentioned above, results in the creation of a result set that can be further analyzed and displayed.
In order to run a project:

  1. You can run a project either from the project administration view (see previous section) or by selecting it from the XpoLog tree in the left pane. For the first option, go to the "Administration" menu and select "Projects" or press the "Projects" link in the administration section of TransactionExpo portal. In the projects administration page, click on the name of the project you want to run to enter the project's result sets page. Alternatively, click on the project name in the XpoLog tree in the navigation pane to enter directly the project"s result set page. This page displays result sets of previous runs, which can be displayed for analysis (see Transaction View for more details).
  2. Click the "create new result set" link to enter the "Result Set Definition" page.
  3. Data taken from the project definition is displayed. You can only override the data in the filter section.
  4. Click "run" to start the exceution of the result set.
  5. During the execution of the result set, a page displaying the status of currently running result set is displayed. Upon completion of the execution, the project's result sets page is displayed again, containing the newly created result set.

 


Deleting a result set

Result sets are saved in the system and can then be re-called for display and analysis purposes. TransactionExpo deletes results sets using the project's "Hours to keep" parameter, or the system's default value, in case this parameter is missing from the project's definition. In order to manually delete a result set, enter the project's result sets page (as described in the above section) and click the "delete" link of the result set you want to delete.

 

 

Additional links
     Workspaces
     Transactions