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- November 2021 - General Availability
- Managing access
- Access to Automation CloudTM
- Enabling the service in Automation CloudTM
- Unified Pricing licensing
- Flex licensing
- Setting up the users
- Managing access for process apps
- Data capacity
- Before you begin
- System requirements
- Process Mining feature availability
- Getting started
- Introduction to Process Mining
- Process Mining
- Architecture overview
- Process Mining portal
- Process apps tab
- Development tab
- Autopilot™ for Process Mining (preview)
- Integrations
- Setting up Automation integration
- 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 (Preview)
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Process Insights (preview)
- Creating apps
- App Templates
- Create new app wizard
- Creating a new app
- Selecting the app template
- Defining the app properties
- Selecting the data source
- Mapping input tables
- Mapping input fields
- Selecting the automated process
- Configuring the automations
- Finishing the app creation
- Cloning an app
- Exporting and importing process apps
- Editing dashboards
- Managing app permissions
- Deleting an app
- Loading data
- Uploading data
- Retrieving the credentials for the Azure blob storage
- Loading data using CData Sync
- Installing CData Sync
- Create a source connection
- Create a destination connection
- Create a job
- Run the job
- Pseudonymizing data
- Loading data from multiple source systems
- Incremental extraction
- Troubleshooting CData Sync
- Loading data using Theobald Xtract Universal
- Setting up Theobald Xtract Universal
- Importing the template extractions
- Configuring the source
- Configuring the extraction script
- Setting up DataUploader
- Incremental extraction
- Running the extraction script
- Troubleshooting
- Loading data using direct connection
- ServiceNow
- Salesforce
- Loading data using DataUploader
- Running DataUploader
- Loading data using the UiPath data extractor
- Hardware requirements
- Installing the UiPath data extractor
- Running an extraction
- Incremental extraction
- Managing file storage
- Viewing logs
- Optimizing an app
- Scheduling Data Runs
- Transforming data
- Data transformations editor
- Adding fields
- Adding tables
- Designing an event log
- Using LLM functions in data transformations
- Input data
- Adding input tables
- Deleting input tables
- Managing input data
- Manage file storage
- Automation data
- Editing data transformations
- 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 dashboards
- Introduction to dashboards
- Working with the dashboard editor
- Uploading a development dataset
- Creating dashboards
- Dashboards
- Charts
- Bar charts
- Stacked bar charts
- Distribution charts
- Table charts
- Pivot table charts
- Line charts
- Process graphs
- KPI trends lists
- KPI values lists
- Pie charts
- Donut charts
- Editing app settings
- Setting data restrictions for a process app
- Managing deviations
- Data manager
- Tables
- Fields and metrics
- Creating fields and metrics
- Editing fields and metrics
- Hiding and showing fields
- Context metrics
- Metric thresholds
- Deleting fields
- Deleting metrics
- Duplicating metrics and fields
- Expressions
- Reference fields
- Constants
- Arithmetic
- Aggregates
- Compare
- Logical
- Text
- Autopilot™ for Business logic editor (preview)
- Automation manager
- Process models
- Process mining types
- Publishing process apps
- Publishing process apps
- App templates
- Event log and Custom process app templates
- Menus and dashboards
- Overview
- End to end
- Event analysis
- KPIs
- Event log input fields
- Custom process input fields
- Configuring CData Sync for Event log or Custom process
- Purchase-to-Pay app template
- Purchase-to-Pay Process
- Menus and dashboards
- Summary
- End to end process
- Event analysis
- Supplier performance
- Maverick buying
- Tag Details
- KPIs
- Purchase-to-Pay input fields
- Configuring CData Sync for Purchase-to-Pay
- Purchase-to-Pay SAP app template
- Menus and dashboards
- Summary
- Process overview
- Process velocity
- Supplier performance
- Maverick buying
- Payment and discount
- Accounting quality control
- Tags overview
- KPIs
- Purchase-to-Pay - SAP input fields
- Order-to-Cash app template
- Order-to-Cash process
- Menus and dashboards
- Summary
- End-to-end process
- Event Analysis
- Customers
- KPIs
- Order-to-Cash input fields
- Configuring CData Sync for Order-to-Cash
- Automation Log Monitor
- Dashboards and KPIs
- Process Optimization and Tracking
- Process Optimization app
- Summary dashboard
- Operational monitoring dashboard
- Automation potential dashboard
- Action Center tasks dashboard
- Due dates dashboard
- Process Tracking
- Prerequisites
- Key concepts
- Main use cases
- How does process tracking work
- What is a good process to start with
- Notifications
- My notifications
- Additional resources
- Out-of-the-box Tags and Due dates
- Discover process model
- Transformations
- Custom throughput time metrics
- SQL differences between Snowflake and SQL Server
- Extending the SAP Ariba extraction tool
- Performance characteristics
- Basic troubleshooting guide
- Process Mining service not visible
- Data transformations
- Uploading data
- CData Sync
- Integrated extractors
- Process Optimization
Process Mining
By default, OAuth 2.0 Authorization Code is used as the authentication type.
-
User credentials must have Read permissions to access listing metadata such as
-
sys_db_object(required for all data) -
sys_glide_object(required for certain ServiceNow table metadata) -
sys_dictionary(required to retrieve ServiceNow schema information).
To enable this, you must elevate the user's role as follows:
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In the ServiceNow Admin console, select the account icon in the menu bar to open the user menu.
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Select the Elevate Roles option.
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Enable the security _admin box, and select Update.
Important:The user also needs at least row-level permissions for accessing tables.
-
-
Configure the connection for ServiceNow. Check out ServiceNow authentication in the UiPath Integration Service guide for more information.
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After successful authentication, go back to the Process Mining webpage and select your connection.
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Select Next.
The connection is established and the Extraction settings page is displayed.
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If desired, change the extraction settings, or accept the defaults.
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Select Next.
The Extraction tables page is displayed, showing the tables that will be extracted from ServiceNow. By default, the required input tables defined for the app template are selected.
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If desired, add additional tables for extraction or delete anay tables you want to exclude from the extraction.
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Select Next.
The following table describes the extraction settings.
|
Extraction setting |
Enables you to |
|
Date range | Select a From and To date to define a limited date range for the data extraction.
Note: By default, the Use current date option is selected for the To date.
|
|
Recurrence |
Set up a schedule for recurring data extraction in hours or days. |
|
Incremental data extractions |
Set up incremental data extraction, which means that only new or modified data will be extracted. |
| Parameters |
Define any additional parameters, if applicable. |