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This page describes how to configure Business Journeys. 

Before You Begin 

Before creating Business Journeys, ensure that the feature is enabled in your environment. You also should review data prerequisites, validation rules, and limitations for names and Business Journey definitions.

Enable Business Journeys

By default, Business Journeys is enabled on SaaS environments. However, the feature is disabled for on-premises installations. To enable Business Journeys, an Administrator needs to configure certain properties in Settings.

Before starting the Event Service:

  1. Open the events-service-api-store.properties file.
  2. Change ad.bizoutcome.enabled=false to true.

The page displays a flow map detailing the business workflow across milestones. You can hide the flow map by changing the value of the analytics.business.outcomes.flowmap.enabled property to false in Settings.

Enable Flow Maps

As you create milestones, a flow map detailing the business workflow displays on the page. Selecting a Business Journey prompts a new window with the enabled flow map. This behavior is controlled by the analytics.business.outcomes.flowmap.enabled property in Settings. Setting its value to true indicates that flow maps are enabled for Business Journeys.

Data Prerequisites for Defining Business Journeys

Analytics creates Business Journey composite events by collecting events and fields that you have already captured as analytics data. In addition to built-in analytics data sources, custom event data can also be used to create Business Journeys. As you define the milestones in the Business Journey, you specify which events to use and which fields to extract from the events.  You can extract fields collected by default or custom fields that you have configured for collection. You can also add milestones with custom events created from Analytics API Keys. 

You need to know the starting event, ending event, and clearly-defined steps in between. To collect additional fields in the events being captured by Analytics, see:

Restrictions and Caveats

  • Business Journey names are case-insensitive and are stored as all lowercase. This means that two definitions named application and Application are considered a duplicate.
  • The Event Type drop-down displays the lowercase definition name. 
  • Use the lowercase name for advanced queries.
  • The primary key must be unique and not null. If the primary key holds null values, the underlying milestone events will not be stitched together to form a Business Journey event.
  • Choose the primary key carefully; in particular, the cardinality of the values. The primary key is expected to uniquely identify and join milestone events together to form a meaningful business workflow. If the milestone events are misidentified by the primary key, inaccurate milestone events will join and produce faulty results.
  • The primary key name cannot be changed unless the Business Journey definition is in the draft state. 
  • The Business Journey definition name cannot be changed after the definition is deployed. You can rename it while the definition is in the draft state.
  • If a field related to a custom event is renamed, update the Business Journey definition created from the custom event for the renamed field to be correctly extracted. 

Validation Rules

This section describes certain rules to validate Business Journey definition and naming convention for Business Journeys, milestones and extracted fields. You can save your work as a draft without invoking validation. When you are ready, you can use Validate and Save to check that your definition is acceptable. Saving the Business Journey definition does not enable the Business Journey. Data is not captured until you actually enable the Business Journey. See Business Journeys Life Cycle.

Validation Rules for Names

This section describes the validation rules for naming Business Journeys, milestones, and extracted fields. Validation rules are not applied when you save your Business Journey definition as a draft. Validation is only invoked when you use Validate and Save. The validation rules include the following:

  • Names of Business Journeys, milestones, and extracted fields must have an alphanumeric string containing a-z, A-Z and 0-9. The only special character allowed is the underscore _.
  • Special characters such as spaces, hyphens, dashes are not allowed in the names.
  • Primary Key fields must have the same name (label) in all milestones in a Business Journey definition. The field name itself may vary in different event types.
  • The primary key name cannot be changed unless the Business Journey definition is in the draft state. See Business Journeys Life Cycle for more information.

  • The following reserved field names cannot be used to name milestones or fields in your Business Journey definition.

    • pickupTimestamp
    • eventTimestamp
    • totalTime
    • userExperience
  • You cannot name milestones or field names with ADQL keywords. See ADQL Queries.

Validation Rules for Business Journey Definition 

A Business Journey definition must contain:

  • A minimum of two milestones.
  • A unique set of filters. More than one milestone with the exact same set of required and optional filters is not allowed in the same definition.
  • Unique milestone names.
  • Extracted field names must be unique (except the Primary Key field).
  • There must be one Primary Key field per milestone. 
  • Slow threshold duration must be greater than 30 minutes.

Create a Business Journeys Definition

  1. In the Controller UI, navigate to Analytics > Business Journeys. A list of existing Business Journeys (if any) displays.
  2. To define milestones, click + Add Milestone.
  3. Type a name.
  4. From the Type dropdown, select the source of the analytics data, such as Transactions, Logs, Browser Requests, and Mobile Requests.

  5. The Milestone Events section displays mandatory filters based on your selected data source. The fields vary based on your data source type.

    For Transactions, specify the Application, Tier, and Business Transaction for each milestone you intend to create. For Analytics, the tier represents a Java Virtual Machine (JVM) service, such as an authentication service, in your application environment. Business Transaction is the cross-tier processing path representing the request for a service provided by the application.

  6. You can optionally click + Add Criteria to add additional filters based on your data source type.   

  7. You can define multiple milestone events of the same event type. Click + Add Event to create another milestone event.  

  8. In the Extract Fields section, define your primary key field and name to specify which fields will be captured from the milestone event. You can click Auto Fit to auto-organize the milestone events or organize the events freely.

    Once you name the primary key, you can not change the name unless the definition is in the draft state. See Business Journey Life Cycle.
    The primary key field is not populated for subsequent milestones because the primary key might have different field names in the event type for different milestones.

    Fields that are extracted by default in Business Journeys are not shown.

  9. You can save the Business Journey with either:

    • Save As Draft: saves the definition in draft form. No validation is performed and you can return to the definition to complete it at a later time. 
    • Validate and Save: Performs necessary validation. Use this option when you have completed all milestones. The definition is saved, but is not enabled.
  10. In the Health Thresholds tab, you can specify the values that determine acceptable performance. 
    See Business Journeys Health Thresholds to learn how the user experience value is calculated. When you finish creating the Business Journey definition, you are ready to enable it.
  11. Select the Business Journey from the list and click Enable. The option is greyed out until you select a valid draft Business Journey from the list. To enable a Business Journey, the state must be "Valid Draft".
    Enable Business Journey

Business Journeys Life Cycle

This section provides information about the Business Journeys life cycle.

Draft

You might not have all the required details at the beginning and therefore, creating the definition may involve multiple temporary versions. Use Save As Draft to capture your initial, incomplete definition and place your Business Journey into a Draft state.

  • No analytics data is processed and no Business Journey events are created in draft state, so there is nothing to query.
  • The primary key can be changed when the Business Journey is in draft state.
  • The draft state is less restrictive with respect to validations and supports most update operations. 

Valid Draft

Once the definition has the required details, use Validate and Save, which transitions the definition into the Valid Draft state. You can still modify the definition in this state. Business Journey events are not captured until you enable the definition.

Enabled

When you are ready to process data, use the Enable action. This transitions the definition to the Enabled state. Most definitions will spend their lifetime in the Enabled state.

  • Configuration changes are synced to the Analytics Servers every two minutes. Therefore, once you enable a Business Journey definition, there could be a delay of up to two minutes for events to be generated.
  • Incoming events are processed, composite Business Journey events are created and stored. You can query for the Business Journey events.
  • You can modify the definition in the following ways:
    • Add, rename, or delete fields for extraction (non-default fields)
    • Add, rename, or delete milestones

User Disabled

At some point, you may want to disable the Business Journey. The Disable action transitions the Business Journey definition to the User Disabled state. In this state, no incoming events are processed. Existing events can still be queried.

You can update the definition in the following ways:

  • Add, rename or delete fields for extraction (non-default fields)
  • Add, rename or delete milestones

Deleted

When you no longer need the Business Journey definition, use the Delete action. This is the final phase of the definition's lifecycle. In this state, no incoming events are processed for it. Existing Business Journey events are not available to query.