process-mining

2024.10

false

Release notes
- 2024.10.8
- 2024.10.7
- 2024.10.6
- 2024.10.5
- 2024.10.4
- 2024.10.3
- 2024.10.2
- 2024.10.1
- 2024.10
Before you begin
- Installing Automation Suite
- Process Mining configuration checklist
- System requirements
Getting started
- Introduction to Process Mining
- Process Mining
- Architecture overview
- Process Mining portal
- Uploading app templates
- Migrating apps for use in Process Mining
- Managing access
  - Enabling Process Mining
  - Setting up the users
  - Managing access for process apps
  - Data capacity
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
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
Creating apps
- App Templates
- Create new app wizard
- Cloning an app
- Exporting and importing process apps
- Editing dashboards
- Managing app permissions
- Deleting an app
Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using CData Sync
  - Installing CData Sync
  - Create a source connection
  - Create a destination connection
  - Create a job
  - Run the job
  - 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 destination
  - Configuring the extraction script
  - Running the extraction script
  - Troubleshooting
- Viewing logs
- Optimizing an app
- Scheduling Data Runs
Transforming data
- Data transformations editor
  - Adding fields
  - Adding tables
  - Designing an event log
- Input data
  - Adding input tables
  - Deleting input tables
  - Defining new input tables
- Editing data transformations
  - 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
  - Making the transformations available in dashboards
- Data models
  - Data model requirements
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
- Data manager
  - Tables
  - Fields and metrics
  - Expressions
    - Reference fields
    - Constants
    - Arithmetic
    - Aggregates
    - Compare
    - Logical
    - Text
- Automation manager
- Process manager
Publishing Dashboards
- Publishing process apps
App templates
- Event log and Custom process app templates
  - Overview of generic menus and dashboards
  - Menu Overview
  - Menu Analysis
  - Event log input fields
  - Custom process input fields
  - Configuring CData Sync for Event log or Custom process
- Purchase-to-Pay app template
  - Overview of menus and dashboards
  - Menu Summary
  - Menu Analysis
  - Menu Efficiency
  - Menu Compliance
  - Purchase-to-Pay input fields
  - Configuring CData Sync for Purchase-to-Pay
- Order-to-Cash app template
  - Overview of menus and dashboards
  - Menu Summary
  - Menu Analysis
  - Menu Efficiency
  - Order-to-Cash input fields
  - Configuring CData Sync for Order-to-Cash
Notifications
- My notifications
Additional resources
- Out-of-the-box Tags and Due dates
- Transformations
  - Custom throughput time metrics
  - SQL differences between Snowflake and SQL Server
  - Configuration settings for loading input data
- Loading data using DataBridgeAgent
  - System requirements
  - Configuring DataBridgeAgent
    - Configuring CData Sync
  - Adding a custom connector to DataBridgeAgent
  - Using DataBridgeAgent with SAP Connector for Purchase-to-Pay Discovery Accelerator
  - Using DataBridgeAgent with SAP Connector for Order-to-Cash Discovery Accelerator
- Extending the SAP Ariba extraction tool
- Performance characteristics
- Basic troubleshooting guide
  - Data transformations
  - Uploading data
  - CData Sync

Process Mining

DELIVERY:

Last updated Mar 26, 2026

Setting up the users

Introduction

To enable users to work with Process Mining, you must set up the user accounts to define access rights for the different Process Mining components.

User management Via Automation Suite

Since Process Mining is a service within Automation Suite, all users involved in the discovery process need to have an account in Automation Suite.

To find out how to invite users to Automation Suite, check out Managing access.

Note: When assigning roles to users or groups, make sure that the licenses that are needed to perform the role are available.

User management in Process Mining

Administrators can manage access for users to the Process Mining service in the Admin console.

The Assign roles tab displays a list of users and groups with the assigned roles.

Note: You can set access for users only for Process Mining components and not for other Cloud services.

You can assign roles that grant permissions to a specific user or group. The following table contains an overview of the different roles that are available for Process Mining users.

Role	Description
Business user	A Business user has access only to Published process apps. Access to a specific Published Process App is restricted to the permissions set for this process app. By default, users that are in the Everyone group have assigned the Business User role.
Developer	A user with the Developer role can create, view, edit, or delete process apps. Can manage permissions for published process apps for which they are the owner. By default, users that are in the Automation Developers group have assigned the Developer role.
Administrator	A user with the Administrator role assigned can access the Admin Console tab in Process Mining. Can assign or revoke roles to users and groups. The Administrators group cannot be deleted from the Users and Groups list. By default, users that are in the Administrators group have assigned the Administrator role.

Note: A user or group can have multiple roles assigned.

Assigning roles to users or groups

You can assign roles to a new user or group, or you can edit a user or group that is already in the Users and Groups list.

Adding users or groups

Follow these steps to assign roles to a user or group that is not listed.

Go to the Assign roles tab.
Select +Add a user or group to open the Assign roles panel.
In the Add Users and Groups field start entering the email address of the user, or the name of the group, you want to assign one or more roles.

Note: You can only add users that have an Automation Suite account.
If you want to assign the same role or roles to multiple users or groups, repeat step 3 to add the users and/or roles.
Select the Roles you want to assign to the users and/or groups listed in the Add Users and Groups field.

When you select one or more Roles, the applicable permissions are displayed in the Access list.
Select Add.
Press F5 to refresh the page.

New users and/or groups are listed on the Assign roles tab. For each user or group the assigned role or roles are displayed.

Editing users or groups

Follow these steps to assign different roles for a user or group.

Go to the Assign roles tab.
Select the user or group for which you want to change the assigned roles in the Assign roles list, and select the Edit icon .
In the Edit Users and Groups panel, select the Roles you want to assign to the users and/or groups listed in the Add Users and Groups field.

When you select one or more Roles, the applicable permissions are displayed in the Access list.
Select Save.
Press F5 to refresh the page.

The newly assigned role or roles for the user or group are displayed.

Note: Always refresh the Admin Console page after adding or removing roles for users or groups, to make sure the users can access the functions as defined by the new role or roles.

Removing a user or group

When you remove a user or group, the individual user, or the users that are part of the group do not have access to Process Mining anymore.

Follow these steps to remove a user or group.

In the Assign roles tab, select the user or group you want to remove from the Assign roles list, and select the Delete icon .

A confirmation message is displayed.
Select Remove to remove the selected user or group.

Removing multiple selected users or groups

You can also select multiple users and/or groups from the list and select Remove at the top-right corner to remove users and/or groups in bulk.

Note: If the selection contains a user or group that has the Administrator role assigned, the delete action will not be allowed.

Assigning app permissions to users or groups

You can assign app permissions to a new user or group, or you can edit a user or group that is already in the Users and Groups list.

Follow these steps to assign app permissions to a user or group.

Go to the Assign app permissions tab.
Add permissions for a user or group.

Follow these steps to grant access to a process app that is not listed.

Select +Add an app to open the Add an app panel.
In the Select app access field start entering the name of the app
Select the appropriate app permissions for the group or user and select Save.

Revoking app access for a user or group

Follow these steps.

Go to the Assign app permissions tab.
Revoke permisions for a user or group.

On this page

Introduction
User management Via Automation Suite
User management in Process Mining
Assigning roles to users or groups
Adding users or groups
Editing users or groups
Removing a user or group
Removing multiple selected users or groups
Assigning app permissions to users or groups
Revoking app access for a user or group

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