- Release notes
- Before you begin
- Managing access
- Getting started
- Integrations
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Process simulation
- Root cause analysis
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Transforming data
- Autopilot™ for SQL (preview)
- Structure of transformations
- Tips for writing SQL
- Exporting and importing transformations
- Viewing the data run logs
- Merging event logs
- Configuring Tags
- Configuring Due dates
- Configuring fields for Automation potential
- Activity Configuration: Defining activity order
- Making the transformations available in dashboards
- Data models
- Adding and editing processes
- Customizing process apps
- Publishing process apps
- App templates
- Notifications
- Additional resources
Process Mining
.csv files, or load data using an extractor. The data is loaded after you have created the new process app.
For performance and security reasons, it is strongly recommended to use a small dataset for app development and testing data transformations.
The development dataset is used for testing the data transformations. It does not affect the data displayed in the dashboards of the published process app.
Once your app is ready to be used by business users, you can publish the app and load new data for use in the published process app.
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Select the applicable option for your data source.
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Select Next.
Use Theobald extractor is the recommended option for process apps that use an SAP source system.
If you selected an app template that uses an SAP source system, the Use Theobald extractor option is the default option for loading data.
You can copy the details for use in the extractor in the Upload data using Theobald step later in the app creation process. Refer to Finishing the app creation.
Refer to Loading data using Theobald Xtract Universal for more information.
The Use CData extractor option is the default option for app templates that use a source system that is supported by CData.
You can copy the details for use in the extractor in the Upload data using CData step later in the app creation process. See Finishing the app creation.
Refer to Loading data using CData Sync for more information.
- In the Connection step, select the data source created with the UiPath on-premises data extractor, and select Next.
- In the Extraction settings, configure the Date range for the extraction, then select Next. The Extraction tables page opens, displaying the list of tables that are defined in the app template, which are extracted by default.
- Configure the Extraction tables and, optionally, add new tables. Check out Mapping input tables.
- Select Next.
.csv files.
For large amounts of data, it is recommended to use CData Sync or Theobald Xtract Universal (for SAP) to upload data.
You can also use the DataUploader to upload data files up to 5TB each directly into a Process Mining process app.
Upload your data files and map your input data to the expected data model.
Check out Mapping input tables and Mapping input fields for more information.
You can copy the details for use in the extractor in the Upload data using extractor step later in the app creation process. Refer to Finishing the app creation.
Prerequisites
Upload data using a direct connection uses Integration Service connections. This implies that you need to have:- a license for Integration Service;
- Integration Service enabled on your tenant;
- access to Orchestrator and Orchestrator folders.
Integration Service connections are restricted by folder. If you want to use a connection from a specific folder, you need to have access to that folder in Orchestrator to see it in Process Mining. If you create a new connection from Process Mining, this connection is created in your personal workspaces in Orchestrator.
Refer to the Integration Service guide for more information on Integration Service licensing and Integration Service connections.
Setting up a direct connection
You can set up using a direct connection to your source system from the Selecting the data source step instead of setting up a connection using CData Sync.
The Upload data using direct connection option loads data in to your process app directly from the source system.
Follow these steps to set up a direct connection to the source system:
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Select the Upload data using direct connection option.
The source system used for the app template displayed.
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Select Connect.
A new browser tab is opened where you can enter the authentication details for the connection.
Refer to Loading data using direct connection for more information and a detailed description on how to set up a connection for a specific source system.
Troubleshooting
Refer to Integrated extractors in the Basic troubleshooting guide.
