Celonis Product Documentation

You’ll need to transfer any customizations you made to the views and KPIs that are being removed in this version of the app, to the equivalent views and KPIs in the new version. Updating the case-centric Shipped Not Invoiced app lists the removed views and KPIs and where to apply the customizations in version 3.0.1. To avoid downtime for your end users but still keep your transactional activity history, we recommend that you install the new version separately, transfer your customizations to that package, then copy it over the old package, following the linked instructions.

We’ve built a new Extractor for Oracle Fusion based on Oracle Business Intelligence Cloud Connector (BICC). BICC is Oracle’s recommended tool for large data extractions from Oracle Fusion, giving higher data throughput than the old Extractor that uses the Oracle REST APIs. Our BICC Extractor is capable of extracting all the public view objects (PVOs) that exist in an Oracle instance, where the old Extractor was limited to the Purchase to Pay, Accounts Payable, and Accounts Receivable processes. When you’ve set up the data connection, the Extractor automatically takes care of the BICC configurations using an API, so you don’t need to set these up manually.

The BICC Extractor is being released in Limited Availability. To get access as an early adopter, please reach out to your Celonis point of contact. To find out more, see Oracle Fusion BICC extractor.

When you’re working with the new Studio experience, you now create augmented attributes in the Knowledge Model by referencing tables in the Data Model directly, instead of referencing records. They get their own category in the Knowledge Model. You can edit the values of these augmented attributes from within table components in Studio. The old style augmented attributes can’t be used in the new Studio views. For all the changes and new capabilities in the Limited Availability Program for Studio, see Studio (new experience), and the new augmented attributes are documented there in Augmented attributes.

This version of the JDBC Extractor includes the Beta release of Oracle Smart Extraction. The feature is shipped disabled. If you want to try it out, we recommend that you do so in a sandbox environment.

If you choose to switch Oracle Smart Extraction on, we'll parallelize extractions of larger Oracle tables using one of three smart strategies (chunking based on the primary key, chunking based on the row ID, or selecting from partitions), depending on the table structure. We hope you'll see a significant reduction in your data extraction times, like we did in our testing.

To get Oracle Smart Extraction enabled, talk to your Celonis point of contact or create a support ticket.

Transformation Hub is now in General Availability status. It's included by default for Celonis Foundation, Celonis Process Based, and C4C Credit Based customers. If your team should have access to Transformation Hub but you’re not seeing it in the navigation menu, talk to your Celonis point of contact.

Transformation Hub is the central hub for managing your transformation program and quantifying the business impact of Celonis implementations. It supports you in your value journey as you prioritize opportunities to work on, monitor progress, and measure outcomes.

Transformation Hub enables easy management of and collaboration on value opportunities implemented across your enterprise. Record all opportunities in Transformation Hub for prioritization and planning based on strategic objectives and potential impact. Accelerate progress and quantify business impact with Celonis in-product best practices and process knowledge.

We provide reporting functionalities out of the box with no need for custom builds. You can visualize your outcomes across processes, objectives and value stages in one place, and stay up to date on the performance of your transformation program. With Transformation Hub, you’ll get visibility and transparency into the work of your team, how value is quantified, and the KPI improvements driving value creation, for stakeholders across the organization.

You can read more about Transformation Hub in this blog post on celonis.com, and in the documentation at Setting up Transformation Hub.

We’ve added modules to integrate Oracle Fusion ERP, HCM, and Sales applications with your Action Flows. You can create automations to watch, search for, create, retrieve, update, and delete records in these applications. For the instructions, see Oracle Fusion Cloud ERP, Oracle Fusion Cloud HCM, and Oracle Fusion Cloud Sales.

Our new case-centric Material Emissions app for the Purchase to Pay process is launching in Limited Availability status. Talk to your Celonis point of contact to find out more.

The app is designed for sustainability teams that need to report and track their emissions against targets, and also for procurement teams that need visibility into carbon-emission hotspots within their procured materials. You can map material emissions and trigger operational actions in the Celonis platform. The app can inform your strategic decisions to reduce emissions, and quantify the reductions that you achieve.

We're introducing new dashboards to help you oversee your data pipelines, data consumption, and Replication Cockpit workload more effectively.

The Data Models for monitoring now load more quickly and reliably with adjustable Data Pool parameters and performance enhancements to the transformations.

For instructions to install this version of Custom Monitoring or upgrade from an earlier version, see Monitoring of Data Pools.

Process Adherence Manager is now in General Availability status. Process Adherence Manager and the Multi-Object Process Explorer are the evolution of Process Sphere, which was announced at Celosphere 2022. To get access to Process Adherence Manager, you'll need a Celonis license that includes object-centric process mining. If you do have the Data > Objects and Events option in the Celonis platform, but you can’t see Process Adherence Manager in the navigation menu, or you don’t have the permissions to use it, check with your Celonis point of contact.

Process Adherence Manager enables users to identify value opportunities comparing their event data against an ideal process flow in a guided way. It combines mining, modeling and conformance analysis in one single user interface. Process Adherence Manager uses the event data from the Process Intelligence Graph to analyze whether processes run in accordance with the defined process flows, evaluating the significance of all deviations in terms of impact on the overall process performance. At the same time, Process Adherence Manager uncovers and identifies the root causes behind any such deviation.

To find out more about Process Adherence Manager, you can check out this video and try out a demo.

Administrators can now choose whether users in the team can request access to Data Models when creating a Process Workspace. By default, users are offered all of the Data Models in the team, with an action to request access, which sends an email to the admin. If you disable access requests in Admin & Settings, users creating a Process Workspace are only offered the Data Models that they already have access to. A user with the Analyst role and the MANAGE_GENERAL_SETTINGS permission can also enable or disable access requests. For the documentation, see Creating a Process Workspace.

You can now choose who can use, share, edit, delete, or give others access to, each Process Workspace that you create in Business Miner. In the context menu for the Process Workspace (the three vertical dots), select Manage Permissions to change the permissions for other users, groups, or applications. You'll need the Analyst role in the Celonis team - users with the Member role can't access this function.

As the creator of a Process Workspace, you have all the permissions on it by default. You can give users with the Member role permission to use the Process Workspace to create Explorations and Insights, and to share the Process Workspace with other users through the Share buttons. You can give any of the permissions to other users with the Analyst role - other Analysts can't edit your Process Workspace's settings or manage the permissions for it unless you let them. For the documentation, see Permissions in Process Workspaces.

Our limited availability program for Studio enhancements has started. The scope includes:

For all the changes and available capabilities, see Studio (new experience).