Installing the object-centric Order Management Starter Kit
Before you set up the object-centric version of the Order Management Starter Kit, you’ll need to load the object-centric data model with your data and validate the Order Management perspective.
For the steps to connect a source system to the OCPM Data Pool and create objects and events from your data, see Quickstart: Extract and transform your data into objects and events.
For instructions to work with perspectives, see Using objects and events for process mining.
You can download the object-centric Order Management Starter Kit from the Celonis Marketplace. When you link the object-centric Order Management Starter Kit to the Order Management perspective, it uses the objects and events that you’ve already built from your source system data and stored in the OCPM Data Pool. You don’t have to create a new data connection.
Follow these steps to install the object-centric Order Management Starter Kit:
Open the Celonis Marketplace from the Celonis Platform navigation bar, and enter "Order Management Starter Kit" in the Marketplace search.
Select "Order Management Starter Kit (Object-centric)" to see the Starter Kit’s information page.
Select Get it now to install the Starter Kit. There's no data connector to download for the object-centric version of the Starter Kit, because it uses the data that's already in the OCPM Data Pool.
In Celonis Platform, choose a Studio Space to install the app in. You can use an existing Studio Space or create a new one. Click Confirm to proceed with the installation.
Set the Data Model variable for the Starter Kit to the supplied Order Management perspective perspective_celonis_OrderManagement, or if you’ve created a custom Order Management perspective, pick that instead. Here’s how to set the Data Model variable:
Find the Starter Kit in your Studio Space navigation.
Click the three vertical dots by the Starter Kit name, and select Settings from the list.
Go to the Variables tab.
Under Variable Type: Data Model, select the Assign Data Model button.
Search or browse for the Order Management perspective and click to select it.
Click Save to set the Data Model variable.
In the Validation Cockpit, validate that the Starter Kit views are working correctly and displaying the correct KPI values. If anything isn’t working like you want it to, change the settings, KPIs, and views as described in the next steps.
To configure any of the Starter Kit’s settings, such as the currency variable (which defaults to euros), follow the instructions in Configuring settings.
Check that the business logic used by the KPIs in the Starter Kit’s Knowledge Model is correct for your business. Validating KPIs explains how, and lists the most important KPIs to check.
If you need to customize the Starter Kit’s views, Editing views explains the process.
Tip
If you have added any properties or relationships to extend the Celonis object types used in the Order Management perspective, they won’t cause problems for the Starter Kit, but it also won’t do anything with them out of the box. You’ll need to edit the Starter Kit views to include them.
When you’re happy with your results, publish a version of the Order Management Starter Kit. There's a Publish Package button at the top of all the screens in your Studio Space.