process-mining
2021.10
true
- Release notes
- 2024
- 2021.10.4
- 2022
- 2021.10.3
- 2021.10.2
- TemplateOne 1.0.0
- Purchase-to-Pay Discovery Accelerator and SAP Connector V2021.10.1
- Order-to-Cash Discovery Accelerator and SAP Connector 2021.4.1
- 2021
- 2021.10.1
- 2021.10
- Purchase-to-Pay Discovery Accelerator and SAP Connector 2021.10
- TemplateOne 2021.10.0
- Purchase-to-Pay Discovery Accelerator and SAP Connector 21.4.0
- 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
- Deploy a release
- End user administration
- Cache generation
- Environments
- 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
- Define Actions and Queues
- Enable Actionable Insights
- Error handling
- Automated cache generation
- 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
- LDAP for Superadmin Users
- LDAP for End Users
- Debugging LDAP Settings
- Set up Secure 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
- Overview - Dashboard (role Analyst)
- Overview - Dashboard (role Monitoring User)
- Overview - Automation
- Overview - Cases
- Overview - Open/Close
- Menu Process
- Process - Process
- Process - Repetitions
- Process - Compare
- Menu Timing
- Timing - Timing
- Timing - Due Dates
- Menu Conformance
- Conformance - Tags
- Conformance - Scores
- Conformance - Four Eyes
- Conformance - Reference Model
- Conformance - Root Cause Analysis
- Menu Users
- Users - Activities
- Users - Cases
- Users - Interactions
- Menu Details
- Details - Cases
- Details - Events
- Details - Tags
- Details - Due Dates
- Details - Case Overview
- AppOne setup
- Input tables of AppOne
- TemplateOne 1.0.0 menus and dashboards
- TemplateOne menus and dashboards
- Menu Overview
- Menu Analysis
- Analysis - End to End
- Analysis - Event Analysis
- Analysis - Compare
- Analysis - Root Cause Analysis
- Menu Efficiency
- Efficiency - Automation
- Menu Compliance
- Compliance - Tags
- Compliance - Due Dates
- Menu Details
- Details - Cases
- Details - Tags
- Details - Case Overview
- 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
- Analysis - End to End
- Analysis - Event Analysis
- Analysis - Compare
- Analysis - Root Cause Analysis
- Menu Efficiency
- Efficiency - Automation
- Menu Compliance
- Compliance - Tags
- Compliance - Due Dates
- Menu Details
- Details - Cases
- Details - Tags
- Details - Case Overview
- 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
- Directly loading data in TemplateOne
- How to use AppOne connectors with TemplateOne
- Adding Tags, Due dates, or Automation estimates to 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
- Procurement - Process
- Procurement - Purchase Requisitions
- Procurement - Purchase Orders
- Procurement - Events
- Procurement - Root Cause Analysis
- Menu Accounts Payable
- Accounts Payable - Process
- Accounts Payable - Invoice Items
- Accounts Payable - Events
- Menu Efficiency
- Efficiency - Automation
- Efficiency - Supplier Performance
- Efficiency - On-time Payment
- Menu Compliance
- Menu Details
- Details - PO Items
- Details - Purchase requisitions
- Details - Purchase orders
- Details - Invoices
- Details - Invoice Items
- 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
- Loading data directly from the SAP database
- Loading data via .CSV files
- Loading data via an ODBC connection
- 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
- The Workspaces tab
- The Development Data tab
- The Releases tab
- The Released data tab
- The Builds tab
- The Server data tab
- The Settings tab
- The Superadmin users tab
- The Status tab
- The License tab
- Collaborative development
- Workspace conflicts
- Commit
- Creating releases
- Viewing the branch history
- Creating Apps
- Modules
- Dashboards and charts
- Creating dashboards
- Structuring an App or Discovery Accelerator
- Editing dashboard item settings
- Chart positioning
- Dashboard item size
- Grouping dashboard items
- Adding charts on a dashboard
- Bar charts
- History charts
- Distribution charts
- HTML panels
- Process graphs
- Customizing the process graph legend
- Customizing the detail slider
- Configure the process graph for sending automation ideas
- Adding custom metrics to the process graph
- 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
- Metric selectors
- Contexts
- Example - Adding metrics to AppOne
- Filters
- Filter controls
- End-user filters
- Legends
- Display format
- Expressions
- Expression editor
- Record expressions
- Aggregate expressions
- Lookup expressions
- Tips and tricks
- 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
- Updating the Application Settings
- Preparing your app for translation
- Generating Translation files
- Completing the translations
- 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
- General Issues
- Superadmin
- Connector
- AppOne
- Cache Generation
- Installation
- FAQs
- Performance
- Data Volume
- Data Loading
- System Resources
- Application Design
- Connector Data Model Design
- Internet Connections
- Security
Process Mining
Last updated Dec 20, 2024
Note: The information in this guide applies to the SAP Purchase-to-Pay Connector for AppOne and SAP Order-to-Cash Connector for AppOne.
When you want to use an SAP Connector with data loaded directly from the SAP database you must take the following action to configure this correctly.
- Set up Native SAP Connection;
- Configure the SAP Connector for the SAP connection.
See (Set up Native SAP Extraction for a detailed description on how to connect directly to the SAP database using the native SAP connection.
Note: Also the custom Function module
Z_XTRACT_IS_TABLE must be installed on your SAP system.
Important:
To load the data from the SAP database you need an SAP account to be used to retrieve data. For reasons of compliance and data protection you must make sure that this SAP account used to retrieve data has limited access to SAP and only has the appropriate authorizations. See Set up Native SAP Extraction - Prerequisites.
Note that it is possible that the user who performs the actual data load from SAP has access to more data in Process Mining after loading the data than this user has in SAP, depending on the SAP authorizations of the user.
In order to load data correctly you must specify the following settings in the SAP Connector:
|
SAP Setting |
Description |
|---|---|
|
SAP Host |
The IP-address of the SAP server. Note: Do not provide the DNS Host name.
|
|
SAP Systemnumber |
The SAP system number which was provided during installation. This is a number between 00 and 99. |
|
SAP Username |
The username of the SAP account used to retrieve data from SAP. |
|
SAP Password |
Either enter:
or
|
|
SAP Client |
The SAP Client number. |
Follow these steps to set the enter the settings for the SAP Connection in the SAP Connector.
|
Step |
Action |
|---|---|
|
1 |
Make sure the input type is set to use the native SAP connection. See Loading data |
|
2 |
Open the SAP Connector in your development environment. |
|
3 |
Go to the Datatab and select the Connector_settings table. |
|
4 |
Edit the expressions in the SAP Settings folder to enter the correct values. See the illustration below. |
Note: The provided settings are used by the
SAP Connection string expression.
Using a credential store for password storage
A Credential store allows you to use passwords without showing the actual password. For the connection from the SAP Connector to the SAP database it is also possible to use a Credential store to store the actual password of the SAP account in a secured way.
Note: By default, a password identifier from the Credential store is configured in the SAP Connector. If you do not use a Credential
store you must adapt the
SAP Connection string expression accordingly. See the illustration below.