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

DELIVERY:

RELEASE: 2021.10

Last updated Dec 20, 2024

Details - Cases

Introduction

Details – Cases displays a list of all cases, within a selected period, and their attributes. It provides detailed information on the case level. Each row represents a case. See the illustration below.

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Introduction

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