- Release notes
- Before you begin
- Managing access
- Getting started
- Integrations
- 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
- Simulating automation potential
- Starting a Task Mining project from Process Mining
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- Loading data
- Transforming data
- 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 process apps
- Publishing process apps
- App templates
- Notifications
- Additional resources
Process Mining
The Upload data using direct connection option is available for process-specific app templates that use a ServiceNow source system or a Salesforce source system. The Upload data using direct connection option is also available for the generic app templates Event log and Custom Process, if you want to set up a direct connection to ServiceNow or Salesforce.
The Upload data using direct connection option is the default option for app templates that use a source system for which a direct connection is available.
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a license for Integration Service;
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Integration Service enabled on your tenant;
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access to Orchestrator and Orchestrator folders.
Integration Service connections are restricted by folder. If you want to use a connection from a specific folder, you need to have access to that folder in Orchestrator to see it in Process Mining. If you create a new connection from Process Mining, this connection is created in your personal workspaces in Orchestrator.
Refer to the Integration Service guide for more information on Integration Service licensing and Integration Service connections.
You can set up using a direct connection to your source system from the Selecting the data source step instead of setting up a connection using CData Sync.
The Upload data using direct connection option loads data in to your process app directly from the source system.
Follow these steps to set up a direct connection to the source system:
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Select the Upload data using direct connection option.
The source system used for the app template displayed.
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Select Connect.
A new browser tab is opened where you can enter the authentication details for the connection.
If you are using a process specific app template, make sure the user credentials have access to the default list of tables and fields specified in the app template. Refer to App Templates for details.
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A table is added in the Source tables section for each extracted table and is automatically mapped to the related input table in the Target tables section.
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Make sure each table is mapped to the correct target table. If required, select a different table from the Target tables list to correct the mapping.
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Select Next.
If you upload a table that is not listed as a required table, a new table is automatically added in the Source tables section for each uploaded file and a corresponding input table is created in the Target tables section. By default, the file name of the uploaded file is used as the name of the tables.
Configuring input tables
The settings for the target input table are automatically detected and you just need to check them.
Follow these steps to edit the settings for an input table.
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Locate the table you want to configure and select the Edit table icon to open the Edit table panel for the selected table.
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Edit the settings as desired and select Save.
The following table describes the table settings.
|
Setting |
Description |
|
Table name |
The name of the input table in Data transformations. |
|
Mandatory |
Option to define the table as mandatory. If
TRUE, the table will be required later when publishing or importing the process app. If the table is not uploaded then, an error
is thrown. If FALSE, the table is considered as Optional., when publishing or importing the app. If the table is not uploaded then, an empty table will be created such that subsequent
SQL queries will not fail.
|
|
Encoding |
The encoding used in the file. |
|
Delimiter |
The delimiter separating the different fields. |
|
Line ending |
The character that is used to denote the end of a line and the start of a new one. |
|
Quote character |
The quote character used in case fields are wrapped within quotes. |
|
Load type |
The load type for the table. Note:
If you select Incremental as the Load type, you must specify additional settings to configure incremental load for the table. |
