Process Mining - Setting up Actionable Insights

process-mining

2021.10

true

Process Mining user guide

Release notes
- 2024
  - 2021.10.4
- 2022
- 2021
Getting started
- About Process Mining
- Introduction to UiPath Process Mining
- User roles
- UiPath Process Mining components
- Platform architecture
  - Server architecture
  - Integration options
- From data to dashboard
- App and Discovery Accelerator development
Installation
- Hardware and software requirements
- Server installation
- Updating the license
- Deploying Apps and Discovery Accelerators
- Deploying the UiPath Process Mining Profiler
- Deploying a Connector (.mvp)
- Updating UiPath Process Mining
- Updating a customized version of an App or Discovery Accelerator
- Installing a training environment
Configuration
- Server configuration
- Using a Git repository
- Creating accounts for developers
  - Two-Factor authentication
- Backup
- About telemetry
- Set up Audit Logs
  - Category details
Integrations
- Set up integration with UiPath Automation Hub
- Set up Actionable Insights
Authentication
- Set up single sign-on through Azure Active Directory
- Set up single sign-on through Integrated Windows Authentication
- Set up single sign-on through SAML for Microsoft Active Directory
  - Configuring ADFS
- Adding Superadmin AD Groups
- Adding End-user AD Groups
- Set up LDAP
- Two-Factor Authentication
- Set up a Credential store
  - Setting up an Azure Key Vault Credential store
  - Use a Credential store
Working with Apps and Discovery Accelerators
- Working with charts
- Working with Process graphs
- Sending automation ideas to UiPath Automation Hub
- Filters
- Favorites
- Export
- Selecting the preferred language
AppOne menus and dashboards
- Introduction to AppOne
- Analyzing data in AppOne
- Overview of menus and dashboards in AppOne
- Menu Overview
- Menu Process
- Menu Timing
  - Timing - Timing
  - Timing - Due Dates
- Menu Conformance
- Menu Users
- Menu Details
AppOne setup
- Input tables of AppOne
TemplateOne 1.0.0 menus and dashboards
- TemplateOne menus and dashboards
- Menu Overview
- Menu Analysis
- Menu Efficiency
  - Efficiency - Automation
- Menu Compliance
  - Compliance - Tags
  - Compliance - Due Dates
- Menu Details
TemplateOne 1.0.0 setup
- Getting Started with TemplateOne
- Steps to roll-out TemplateOne 1.0.0
- Input tables of TemplateOne 1.0.0
- Adding custom attributes
- Configuring the context bar
TemplateOne menus and dashboards
- TemplateOne menus and dashboards
- Menu Overview
- Menu Analysis
- Menu Efficiency
  - Efficiency - Automation
- Menu Compliance
  - Compliance - Tags
  - Compliance - Due Dates
- Menu Details
TemplateOne 2021.4.0 setup
- Getting started with TemplateOne
- Steps to roll-out TemplateOne
- Input tables of TemplateOne
  - Input tables of TemplateOne 2021.4.0
- Loading data into TemplateOne
Purchase to Pay Discovery Accelerator menus and dashboards
- Introduction to Purchase-to-Pay Discovery Accelerator
- Analyzing data with Purchase-to-Pay Discovery Accelerator
- Overview of menus and dashboards
- Menu Overview
  - Overview - Procurement
  - Overview - Accounts Payable
- Menu Procurement
- Menu Accounts Payable
- Menu Efficiency
- Menu Compliance
- Menu Details
Purchase to Pay Discovery Accelerator Setup
- Input tables of the Purchase-to-Pay Discovery Accelerator
  - Input tables of Purchase-to-Pay Discovery Accelerator 21.10
  - Input tables of Purchase-to-Pay Discovery Accelerator V. 21.4
- Adding automation estimates
Order to Cash Discovery Accelerator menus and dashboards
- Introduction to Order-to-Cash Discovery Accelerator
- Overview of menus and dashboards
- Menu Overview
- Menu Analysis
  - Analysis - End to End
  - Analysis - Deviations
- Menu Efficiency
  - Efficiency - Automation
  - Efficiency - Customers
- Menu Details
  - Details - End to end
Order to Cash Discovery Accelerator Setup
- Input tables of the Order-to-Cash Discovery Accelerator
  - Input tables of the Order-to-Cash Discovery Accelerator V21.4.1
  - Input tables of the Order-to-Cash Discovery Accelerator 21.4
- Adding automation estimates
Basic Connector for AppOne
- Deploying the Basic Connector
- Introduction to Basic Connector
- Input tables of the Basic Connector
- Loading data
  - Mapping attributes
  - Cleaning input data
- Adding tags
- Adding automation estimates
- Adding Due dates
- Adding Reference models
- Setting up Actionable Insights
- Setting collapsible charts
- Using the output dataset in AppOne
- Output tables of the Basic Connector
SAP Connectors
- Introduction to SAP Connector
- Loading data in the SAP Connector for AppOne
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
- Adding process specific Due dates to the SAP Connector for AppOne
- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
- Adding entities to the SAP Connector for AppOne
SAP Order to Cash Connector for AppOne
- Order-to-Cash Process in UiPath Process Mining
  - Roles in the Order-to-Cash process
- Introduction to SAP Order-to-Cash Connector for AppOne
  - Entities
  - Activities
- Input Data of the SAP Order-to-Cash Connector for AppOne
- Other settings
- Optional attributes
- Order-to-Cash tags
- Order-to-Cash Due dates
- Order-to-Cash Reference models
SAP Purchase to Pay Connector for AppOne
- Purchase-to-Pay process in UiPath Process Mining
  - Roles in the Purchase-to-Pay process
- Introduction to SAP Purchase-to-Pay Connector for AppOne
  - Entities
  - Activities
- Input data of the SAP Purchase-to-Pay Connector for AppOne
- Other settings
- Purchase-to-Pay tags
- Purchase-to-Pay Due dates
SAP Connector for Purchase to Pay Discovery Accelerator
- Introduction to SAP Connector for Purchase-to-Pay Discovery Accelerator
  - Entities
  - Activities
- Input Data of the SAP Connector for Purchase-to-Pay Discovery Accelerator
- Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator
- Configuring the activity code
SAP Connector for Order-to-Cash Discovery Accelerator
- Introduction to SAP Connector for Order-to-Cash Discovery Accelerator
  - Entities
  - Activities
- Input data of the SAP Connector for Order-to-Cash Discovery Accelerator
- Configuring the SAP Connector for Order-to-Cash Discovery Accelerator
Superadmin
- The Superadmin page
- Collaborative development
  - Workspace conflicts
  - Commit
- Creating releases
- Viewing the branch history
- Creating Apps
- Modules
Dashboards and charts
- Creating dashboards
- Adding charts on a dashboard
- HTML panels
- Process graphs
- Legacy charts
  - Adding a compare period filter to a dashboard
- Migrating legacy charts to new charts
Tables and table items
- Connection string tables
  - Connection string types
  - Table scope
- Join tables
- Global tables
- Introduction to table items
- Datasource attributes
  - Attribute selectors
  - Adding new attributes to an App or Discovery Accelerator
- Metrics
- Filters
- Display format
- Expressions
- Maps
- Actions
Application integrity
- Maintain Application integrity
- Application issues
  - Finding Application issues
  - Solving Application issues
- Application Profiling
  - Profiling aalysis
  - Example analysis
How to ....
- Rebrand and restyle Apps and Discovery Accelerators
- Translate apps
- Use sharding in your applications
- Use generic script datasources
  - Example: Creating a Python Script
  - Example: Creating an R Script
- Create an anonymized dataset
- Set up native SAP extraction
  - Installing the Z_XTRACT_IS_TABLE Function Module on Your SAP System
- Set up automated data refreshes
- Use an access matrix to enable role-based access to data
Working with SQL connectors
- Introduction to SQL connectors
- Setting up a SQL connector
- CData Sync extractions
- Running a SQL connector
- Editing transformations
- Releasing a SQL Connector
- Scheduling data extraction
- Structure of transformations
- Using SQL connectors for released apps
- Generating a cache with scripts
- Setting up a local test environment
- Separate development and production environments
Useful resources
- Troubleshooting
- Performance
- Security

Setting up Actionable Insights

Reference for setting up Actionable Insights with the Basic Connector in Process Mining standalone.

See Seeting up Actionable Insights.

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