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Celonis Product Documentation

Installing the Platform Adoption Monitor App

You can download the Platform Adoption Monitor app from the Celonis Marketplace. To install it, you’ll need administrator permissions in your Celonis team.

Before you install the Platform Adoption Monitor app, enable the login history, enable the Studio tracking service, and create an OAuth client with the correct permissions, as described in Prerequisites for the Platform Adoption Monitor app.

Here’s how to install the Platform Adoption Monitor app and its connector.

  1. Open the Celonis Marketplace from the Celonis navigation menu, and search for “Monitoring Platform Adoption”. Select the Monitoring Platform Adoption process connector to see its information page.

  2. Select Get it now to install the connector. If you see Request Access instead, click this to request the connector.

  3. In the installation dialog, select New Connection, then click Start installation.

  4. When the connector install is complete, you’ll be in the new data pool Monitoring Platform Adoption that the connector created. In that data pool, select Data Connections. Find the data connection named “Platform Adoption Extractor”, and select Edit from its context menu (the three vertical dots).

  5. Fill in the configuration for the Platform Adoption connection as follows:

    • Name: Platform Adoption

    • API URL: The URL of your Celonis team, for example https://mycompany.eu-1.celonis.cloud. Don’t include a forward slash (/) at the end.

    • AppKey: Leave this field blank.

    • OAuth2 (Client Credentials): Leave this radio button selected.

    • Client ID: Paste in the client ID for the OAuth client that you created in Prerequisites for the Platform Adoption Monitor app.

    • Client Secret: Paste in the secret for the OAuth client.

    • (under Advanced Settings) Socket Timeout (in seconds): 300

    • (under Advanced Settings) Pseudonymization Algorithm: SHA-1 (the default)

    • (under Advanced Settings) Number of parallel requests: 1

  6. Click Test Connection to verify that the data connection works. if it doesn’t, check these things first:

    • The team URL is correct. Copy and paste it from your Celonis team, without the forward slash at the end.

    • The client ID and client secret are for the correct OAuth client.

    • You set the right permissions for the OAuth client in the Team permissions.

  7. Click Save to save the data connection.

  8. In the Monitoring Platform Adoption data pool, select Schedules. Run the schedule “Daily Full – 02:21AM” to carry out the first data extraction from your Celonis team. To run a schedule, click its context menu (the three vertical dots) and select Execute.

  9. When the data extraction has been completed successfully, run the schedule “Monthly Full – 1st 03:51AM”. Wait for this to also be completed successfully.

  10. Now install the app. Open the Celonis Marketplace from the Celonis navigation menu, and search for “ Platform Adoption Monitor - App”. Select the Platform Adoption Monitor app to see its information page.

  11. Select Get it now to install the app. If you see Request Access instead, click this to request the app.

  12. In Celonis, choose a Studio space to install the app in. You can use an existing Studio space, or create a new one, which we suggest you call “Celonis Monitoring”. Click Confirm to proceed with the installation.

  13. Select Studio in the Celonis navigation menu. Find the Platform Adoption Monitor app package in the space where you installed it (the existing space or the space you created), and click the app’s tile to go to the app package.

  14. From Platform Adoption Monitor’s context menu (the three vertical dots), select Settings, then go to the Variables tab.

  15. From the context menu for the variable platform_adoption, select Assign Data Model. Search or browse for the Platform_Adoption data model and click to select it. Click Save to set the Data Model variable.

  16. In the package navigation, open the Admin Settings view, and verify or change the settings for the list of individual users:

    • User name display: The default setting is “id”, which replaces the user’s email address with a pseudonymized hash. The alternative settings are “email”, “name” or “name (email)”, which display human-readable identifiers.

    • Include Celonis employees: The default setting is “No”, which excludes Celonis employees (with the email domain @celonis.com) from your statistics. The alternative setting is “Yes”, which includes them.

    Important

    The app pseudonymizes the identifiers for individual users by default. If this is a legal requirement or a company policy for you, make sure the User name display setting for the app is set to “id” (not “email”, “name” or “name (email)”). After publishing the app, make sure the setting is set to “id”, and set permissions to limit access to the Admin Settings view so the setting can’t be changed.

  17. Set appropriate permissions for the data model, the app package, and the app’s views, in the same way as you would for any other app. Available permissions has references to all the instructions you need. To help prevent unauthorized access to or display of platform usage data for individuals, we recommend that you limit access to the data model and to the Admin Settings view to the administrators in your Celonis team.

  18. Check all the app’s views to make sure everything works correctly, all the fields are populated, and the numbers look as you’d expect. If you’ve only just activated the login history or the Studio tracking service in your Celonis team, it might take a few days or weeks for all statistics to appear in the app’s views.

  19. Publish the Platform Adoption Monitor app to make it available for business users. There's a Publish button at the top of all the screens in your Studio space.

Migrating an AppKey Platform Adoption connection

If you already had a data connection for the platform adoption dashboard, here’s how to migrate it to use OAuth client credentials instead of an application key:

  1. From the Celonis navigation menu, go to Data > Data Integration.

  2. Select the Monitoring Platform Adoption data pool from the list of data pools. In that data pool, select Data Connections.

  3. Find the data connection named “Platform Adoption”, and select Edit from its context menu (the three vertical dots).

  4. Select the radio button for OAuth2 (Client Credentials). You don’t need to delete the AppKey - it’s ignored when you’ve selected the OAuth2 (Client Credentials) option.

  5. Under Client ID, paste in the client ID for the OAuth client that you created in Prerequisites for the Platform Adoption Monitor app.

  6. Under Client Secret, paste in the secret for the OAuth client.

  7. Click Test Connection to verify that the connection works. if it doesn’t, check these things first:

    • The team URL is correct. Copy and paste it from your Celonis team, without the forward slash at the end.

    • The client ID and client secret are for the correct OAuth client. We suggested naming it extractor-platform-adoption.

    • You set the right permissions for the OAuth client in the Team permissions.

  8. Click Save to save the data connection.

Now install the Platform Adoption Monitor app from the Celonis Marketplace, starting at step 10 in the main procedure.