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Integrated Monitoring from BPM

When Services in your BPM are linked to one or more Resources, Nodinite displays real-time monitoring status in both the BPM Designer and grouped Log Views. The familiar lightbulb icon shows the accumulated worst-case state across all linked Resources—giving you instant operational visibility without leaving the process context.

All the power of Monitor Views within your BPM:

  • Visual status indicators - Lightbulb icon shows worst-case Resource state in Designer and Log Views
  • Remote Actions - Start, Stop, Enable, Disable services directly from the BPM
  • Knowledge Base Articles - Instant access to operator instructions and troubleshooting guides
  • Custom Metadata - Organization-specific properties for fine-grained control across hundreds of processes
  • Statistics and history - Same monitoring insights available in Monitor Views
  • Role-based access - Self-service monitoring for business and technical users

Tip

Business users prefer business context? BPMs provide the same monitoring capabilities as Monitor Views, but organized by business process instead of technical hierarchy. Same features, business-friendly presentation.

BPM with Service Monitoring
Order-to-Cash BPM example showing Services (rounded rectangles) with monitoring status indicators. One or more Resources linked with Services enable the lightbulb monitoring display.

How Service Monitoring Works in BPM

In the BPM Designer, you place Services in cells (Domain row × Step column). Each Service can be linked to one or more Resources:

Example

  • Service: "Order Receiver" (in Sales Domain, Step 1)
  • Linked Resources:
    • Azure Service Bus Queue orders-inbound-prod
    • BizTalk Receive Location OrderReceivePort
    • File System Directory \\fileserver\orders\incoming

2. Lightbulb Icon Shows Worst-Case State

When Services have linked Resources, the lightbulb icon appears in:

The lightbulb displays the accumulated "worst" state across all linked Resources:

Lightbulb Color Meaning Example Scenario
Green All Resources OK All queues, services, and endpoints running normally
Yellow One or more Resources in Warning state Queue depth approaching threshold but not critical
Red One or more Resources in Error state BizTalk Receive Location stopped or Service Bus throttled
Gray Resources Unavailable or no recent data Monitoring Agent not reporting or Resource disabled

Clicking the lightbulb opens a panel showing:

3. Perform Remote Actions from BPM

Just like Monitor Views, you can trigger Remote Actions directly from the BPM:

Common Actions

  • Start/Stop - BizTalk Receive Locations, Send Ports, Orchestrations, Host Instances
  • Enable/Disable - Azure Logic Apps, Service Bus Queues
  • Restart - Windows Services, Azure Function Apps
  • Purge Queue - Service Bus, MSMQ
  • Custom actions - Organization-specific operations

Example Workflow

  1. User opens grouped Log View for Order-to-Cash process
  2. Sees red lightbulb next to "Confirmation Sent" Service
  3. Clicks lightbulb → Shows "ConfirmationEmailQueue" Resource in Error state
  4. Clicks "Restart" → Nodinite restarts the service via Monitoring Agent
  5. Lightbulb turns green, process resumes

No infrastructure access required - Users perform operations through Nodinite without RDP, VPN, or Azure Portal credentials.

4. Access Knowledge Base Articles

When troubleshooting, click the lightbulb to access Knowledge Base Articles linked to Services or Resources:

Article Types

  • Operator instructions - Step-by-step recovery procedures
  • Troubleshooting guides - Common errors and resolutions
  • Escalation procedures - When to contact support, who to escalate to
  • SLA documentation - Expected response times, business impact
  • Change logs - Recent configuration changes, deployment notes

Example Article: Order Receiver Queue Full

  1. Check queue depth: Get-AzServiceBusQueue -ResourceGroupName prod -NamespaceName orders-ns -Name orders-inbound-prod
  2. Verify downstream service health (Order Entry service)
  3. If downstream is healthy, increase throughput or purge invalid messages
  4. If downstream is stopped, restart via Remote Actions
  5. Escalate to Platform Team if issue persists >15 minutes (SLA: P1)

Articles are context-sensitive - shown only for the Service/Resource you're troubleshooting.

5. Leverage Custom Metadata for Fine-Grained Control

With hundreds of processes, Custom Metadata provides organization-specific attributes for Services, Resources, and entire BPMs:

Common Custom Metadata Fields

Field Name Purpose Example Value
Owner Process/service owner "John Smith (Finance Team)"
Team Responsible team "Integration Platform Team"
BusinessContact Business stakeholder "Jane Doe (Sales Ops Manager)"
SLA Service level agreement "99.5% uptime, <15 min MTTR"
EscalationPath Who to contact "Team Lead → Manager → Director"
CostCenter Billing department "CC-12345 (Sales Division)"
Criticality Business importance "P1 - Revenue impacting"
MaintenanceWindow Allowed downtime "Sundays 2-6 AM UTC"
ComplianceTag Regulatory requirements "GDPR, SOX, PCI-DSS"
DeploymentGroup Release cadence "Monthly Patch Cycle"

Benefits

  • Search and filter - Find all P1 services owned by Finance Team
  • Bulk operations - Update SLA for all services in Production domain
  • Reporting - Generate compliance reports by ComplianceTag
  • Access control - Grant permissions based on Owner or Team metadata
  • Escalation automation - Auto-notify EscalationPath contacts on repeated failures

Example Use Case: 200 BPMs Across Organization

Instead of searching through diagrams, filter by:

  • Owner: "Integration Team" - Show 45 BPMs owned by Integration Team
  • Criticality: "P1" - Show 12 revenue-critical processes requiring 24/7 monitoring
  • ComplianceTag CONTAINS "SOX" - Show 8 processes requiring Sarbanes-Oxley audit trails

Custom Metadata makes managing hundreds of processes practical and scalable.

Monitoring in BPM Designer vs. Grouped Log View

Both views display the lightbulb indicator, but with different contexts:

BPM Designer View

When to Use

Process design, documentation, high-level health overview

What You See

Best For

  • Architects designing new processes
  • Operations teams troubleshooting failed steps
  • Business stakeholders checking overall process health

Grouped Log View

When to Use

Troubleshooting specific transactions, drilling into log events

What You See

  • Milestone-based log events for a specific transaction (Order ID, Invoice Number, etc.)
  • Services shown as milestones with timestamps
  • Lightbulb icon next to Service milestones
  • Click lightbulb → Resource status + Remote Actions + Knowledge Base Articles
  • Log events below each milestone showing detailed execution history

Best For

  • Support teams investigating why Order #12345 failed at Step 3
  • Compliance audits requiring full transaction history
  • Root-cause analysis for specific incidents

Both views provide identical monitoring capabilities - choose based on whether you need process-wide overview (Designer) or transaction-specific detail (Log View).

Complete Feature Parity with Monitor Views

Everything you can do in a Monitor View, you can do from BPM:

Feature Monitor View BPM Designer Grouped Log View
View Resource status ✅ (via lightbulb) ✅ (via lightbulb)
Perform Remote Actions
Access Knowledge Base Articles
View Custom Metadata
See monitoring statistics
Configure alerts ✅ (inherited) ✅ (inherited)
Role-based security
Auto-healing ✅ (inherited) ✅ (inherited)

The difference: Monitor Views organize by technical hierarchy (Applications, Categories, Resources). BPMs organize by business process (Domains, Steps, Services). Same operational capabilities, different organizational lens.

Prerequisites

Important

To enable monitoring in BPM:

  1. Monitoring Agents - Install and configure agents for your platforms (BizTalk, Azure, databases, file systems)
  2. Resources - Resources are automatically created by Monitoring Agents when they discover monitorable entities (queues, services, endpoints, etc.). The Nodinite Administrator must then include them in Monitor Views and/or assign Resources to Services
  3. Services - Create Services in Repository Model
  4. Link Services to Resources - In BPM Designer, assign Resources to each Service
  5. Monitor Views (optional) - BPM monitoring works independently, but Monitor Views provide additional dashboards

Without linked Resources, Services will not show the lightbulb indicator.

Best Practices

Do link Services to monitoring Resources - Enables lightbulb status in BPM Designer and Log Views
Link multiple Resources per Service - Shows worst-case state (most critical issue bubbles up)
Don't leave Services unmonitored - Users won't have operational visibility or Remote Actions

Use Custom Metadata for Organization-Specific Attributes

Define Owner field - Know who to contact when Service fails
Define SLA field - Document expected uptime and response times
Define EscalationPath field - Automate escalation workflows
Tag with Criticality - Prioritize P1 services in dashboards and alerts
Don't rely on memory - Hundreds of processes require documented Custom Metadata

Combine BPM and Monitor Views

BPM for business stakeholders - Process-oriented view with business context
Monitor Views for operations teams - Technical hierarchy view with same Resources
Both - Different audiences, same underlying monitoring data

Example

  • BPM: "Order-to-Cash Process" - Business stakeholders see all 7 steps with lightbulb status
  • Monitor View: "Production Azure Resources" - Ops team sees all Azure Resources across all BPMs

Both access the same "Order Receiver Queue" Resource with identical Remote Actions and Knowledge Base Articles.

Document Troubleshooting in Knowledge Base Articles

Write operator instructions - Empower front-line support to resolve issues
Include escalation procedures - When to escalate, who to contact
Link to Services AND Resources - Articles shown in both BPM and Monitor View contexts
Don't rely on tribal knowledge - Staff turnover causes lost expertise


Next Steps

What is the BPM Designer - Create BPMs with Services and monitoring
Services - Define Services and link to Resources
Resources - Set up monitored Resources
Remote Actions - Configure available actions
Knowledge Base Articles - Write troubleshooting guides
Custom Metadata - Add organization-specific fields

Monitor Views - Technical-hierarchy monitoring view
Business Process Model (BPM) - Complete BPM overview
End-to-End Process Tracking - Correlate log events across systems
Roles - Role-based access control
Alarm Plugins - Alert configuration (inherited by BPMs)