- Release notes
- Getting started
- Installation
- Configuration
- Integrations
- Authentication
- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
- AppOne setup
- TemplateOne 1.0.0 menus and dashboards
- 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 fashboards
- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- 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
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
- SAP Connector for Order-to-Cash Discovery Accelerator
- Superadmin
- Dashboards and charts
- Tables and table items
- Application integrity
- How to ....
- 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
Getting Started with TemplateOne
TemplateOne is a fully customizable, flexible and re-usable starting point to develop custom Process Mining dashboards and KPIs based on a businesses needs. TemplateOne provides a set of out-of-the-box dashboards. See TemplateOne menus and dashboards.
TemplateOne offers the flexibility to add process-specific dashboards, metrics, and KPIs.
To roll out TemplateOne to end-users, a specific development setup is required.
It is assumed that:
- you have downloaded the TemplateOne release package.
- the development tools described in are installed.
-
you have a Git repository for version control of the connector. See Using a Git Repository.
For dashboard development and creating app releases, you also need to have a UiPath Process Mining installation with access to the Git repository.
The TemplateOne release package includes a Basic SQL connector that enables you to load your cases and events data for use in the TemplateOne dashboards. There are two available TemplateOne packages.
TemplateOne-EventLog-version.mvtag;TemplateOne-Cases-EventLog-version.mvtag.
Based on the format of your input data, you choose the appropriate package.
|
Package |
To be used with when... |
|---|---|
|
|
the input data for cases and events is available in one input file. |
|
|
the input data for cases and events is split up into two different input files. |
In TemplateOne, all transformations are grouped together and are part of the SQL connector. The SQL connector together with the app dashboards form the app. See the illustration below.
|
Step |
Description |
|---|---|
|
Extract |
The data is extracted from the source systems and loaded into a SQL Server database without making any changes to the data. |
|
Transform |
The raw data is transformed in a format that is expected by the dashboards using SQL transformations. |
|
Load |
The transformed data is loaded into the dashboards. |
See the illustration below for an overview.
The TemplateOne release package contains the dashboards definitions and covers all the steps to display the data into the dashboards.
