process-mining

2021.10

true

Release notes
- 2024
  - 2021.10.4
- 2022
- 2021
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
- 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
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
- 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
- Menu Process
- Menu Timing
  - Timing - Timing
  - Timing - Due Dates
- Menu Conformance
- Menu Users
- Menu Details
AppOne setup
- Input tables of AppOne
TemplateOne 1.0.0 menus and dashboards
- TemplateOne menus and dashboards
- Menu Overview
- Menu Analysis
- Menu Efficiency
  - Efficiency - Automation
- Menu Compliance
  - Compliance - Tags
  - Compliance - Due Dates
- Menu Details
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 menus and dashboards
- Menu Overview
- Menu Analysis
- Menu Efficiency
  - Efficiency - Automation
- Menu Compliance
  - Compliance - Tags
  - Compliance - Due Dates
- Menu Details
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
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
- Menu Accounts Payable
- Menu Efficiency
- Menu Compliance
- Menu Details
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
- 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
- Collaborative development
  - Workspace conflicts
  - Commit
- Creating releases
- Viewing the branch history
- Creating Apps
- Modules
Dashboards and charts
- Creating dashboards
- Adding charts on a dashboard
- HTML panels
- Process graphs
- 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
- Filters
- Display format
- Expressions
- 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
- 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
- Performance
- Security

Process Mining

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

RELEASE: 2021.10

Last updated Sep 2, 2024

Input tables of the Order-to-Cash Discovery Accelerator 21.4

Introduction

This section contains an overview of the attributes for each of the input tables of the Order-to-Cash Discovery Accelerator. For each entity the attributes are listed. For each attribute, the name and a data type are displayed. Apart from that, it is indicated whether the attribute is mandatory if the entity is included in the Order-to-Cash process.

Entity	Tables	Mandatory Y/N
Sales order	`Sales_orders_base` `Sales_order_items_base`	Y
Deliveries	`Deliveries_base` `Delivery_items_base`	N
Invoice	`Invoices_base` `Invoice_items_base` `Invoide_cancellations_base`	N
Accounting	`Accounting_documents_base`	N
Payment	`Payments_base`	N

The illustration below displays the relations between entities of the Order-to-Cash Discovery Accelerator.

Sales Order

Sales_orders_base table

Below is an overview of the attributes of the Sales_orders_base table.

Name	Type	Mandatory Y/N	Description
Sales order ID	Text	Y	The unique identifier of the sales order.
Company	Text	N	The company for which the sales order is created.
Customer	Text	N	The customer for whom the sales order is created.
Customer country	Text	N	The country associated to the customer.
Customer region	Text	N	The region associated to the customer.
Distribution channel	Text	N	The distribution channel associated to the sales order.
Division	Text	N	The division associated to the sales order.
Requested delivery date	Date	N	The customer’s requested delivery date for the sales order.
Sales group	Text	N	The sales group associated to the sales order.
Sales office	Text	N	The sales office associated to the sales order.
Sales order type	Text	N	The sales order type of the sales order.
Sales organization	Text	N	The sales organization of the sales order.

Sales_order_items_base table

Below is an overview of the attributes of the Sales_order_items_base table.

Name	Type	Mandatory Y/N	Description
Sales order item ID	Text	Y	The unique identifier of the sales order item.
Sales order ID	Text	Y	The unique identifier of the sales order.
Creation date	Date	Y	The date on which the sales order item is created.
Category	Text	N	The category of sales order item.
Incoterms	Text	N	The incoterms associated to the sales order item.
Latest expected delivery date	Date	N	The latest expected delivery date of (parts of) the sales order item.
Material	Text	N	The material sold.
Material group	Text	N	The categorization of the material sold.
Payment terms	Text	N	The terms of payment associated to the sales order item.
Plant	Text	N	The plant associated to the sales order item.
Profit center	Text	N	The profit center associated to the sales order item.
Quantity	Text	N	The quantity and unit of measurement sold.
Sales order item	Text	N	A user-friendly name to identify the sales order item
Shipping point country	Text	N	The country where the goods are delivered associated to the sales order item.
Storage location	Text	N	Storage location associated to the sales order item.
Value	Double	N	A monetary value related to the sales order item.

Delivery

Deliveries_base table

Below is an overview of the attributes of the Deliveries_base table.

Name	Type	Mandatory Y/N	Description
Delivery ID	Text	Y	The unique identifier of the delivery.

Delivery_items_base table

Below is an overview of the attributes of the Delivery_items_base table.

Name	Type	Mandatory Y/N	Description
Delivery item ID	Text	Y	The unique identifier of the delivery item.
Delivery ID	Text	N*	The unique identifier of the delivery.
Sales order items ID	Text	N*	The unique identifier of the sales order item.
Delivery items is invoiced	Boolean	N	Indicates if the sales order item is released to invoicing.

* If you want to include events related to other entities than the sales order in the process graphs, the Delivery ID and Sales order items ID fields are mandatory.

Invoice

Invoices_base table

Below is an overview of the attributes of the Invoices_base table.

Name	Type	Mandatory Y/N	Description
Invoice ID	Text	Y	The unique identifier of the invoice.

Invoice_items_base table

Below is an overview of the attributes of the Invoice_items_base table.

Name	Type	Mandatory Y/N	Description
Invoice item ID	Text	Y	The unique identifier of the invoice item.
Invoice ID	Text	N*	The unique identifier of the invoice.
Delivery item ID	Text	N*	The unique identifier of the delivery item.
Invoice item is cancelled	Boolean	N	Indicates if the invoice item is cancelled.
Invoice item is released into accounting	Boolean	N	Indicates if the invoice item is billable.

* If you want to include events related to other entities than the sales order in the process graphs, the Invoice ID and Delivery item ID fields are mandatory.

Invoice_cancellations_base table

Below is an overview of the attributes of the Invoice_cancellations_base table.

Name	Type	Mandatory Y/N	Description
Invoice cancellation ID	Text	Y	The unique identifier of the invoice cancellation.
Invoice ID	Text	N*	The unique identifier of the invoice that is cancelled.

* If you want to include events related to other entities than the sales order in the process graphs, the Invoice ID field is mandatory.

Accounting

Accounting_documents_base table

Below is an overview of the attributes of the Accounting_documents_base table.

Name	Type	Mandatory Y/N	Description
Accounting document ID	Text	Y	The unique identifier of the accounting document.
Invoice ID	Text	N*	The unique identifier of the invoice.
Accounting document is cancelled	Boolean	N	Indicates if the accounting document is cancelled.
Accounting document is cleared	Boolean	N	Indicates if the accounting document has been handled and is closed.

* If you want to include events related to other entities than the sales order in the process graphs, the Invoice ID field is mandatory.

Payment

Payments_base table

Below is an overview of the attributes of the Payments_base table.

Name	Type	Mandatory Y/N	Description
Payment ID	Text	Y	The unique identifier of the payment.
Accounting document ID	Text	N*	The unique identifier of the accounting document.

* If you want to include events related to other entities than the sales order in the process graphs, the Accounting document ID field is mandatory.

Events

Events_base table

The Events_base table contains all sub-event logs for all entities. Below is an overview of the attributes of the Events_base table.

Name	Type	Mandatory Y/N	Description
Activity	Text	Y	The name of the event. This describes the step in the process.
Event end	DateTime	Y	The timestamp associated with the end of executing the event
Accounting document ID	Text	Y	The unique identifier of the accounting document.
Delivery ID	Text	Y	The unique identifier of the delivery.
Delivery item ID	Text	Y	The unique identifier of the delivery item.
Invoice ID	Text	Y	The unique identifier of the invoice.
Invoice item ID	Text	Y	The unique identifier of the invoice item.
Invoice cancellation ID	Text	Y	The unique identifier of the invoice cancellation.
Payment ID	Text	Y	The unique identifier of the payment.
Sales order ID	Text	Y	The unique identifier of the sales order.
Sales order item ID	Text	Y	The unique identifier of the sales order item.
Activity category	Text	N	The type of activity that takes place (e.g. change, set/remove block)
Activity order	Integer	N	The number that defines in which order activities are executed in case they have the same Event end.
Activity trigger	Text	N	Attribute describing the reason for the executed activity
Automated	Boolean	N	Indicator whether the event is manually executed or automated.
Department	Text	N	The department that executed the event
Event detail	Text	N	Information related to the event.
User	Text	N	The user who executed the event.
User function	Text	N	The function associated with the user.
User type	Text	N	The categorization of the user.

Note:

It is expected that for each record exactly one of the ID fields is filled in, which is the one of the entity on which the event takes place. The other ID fields may be empty.

Next to the standard mandatory attributes (Activity and Event end), one entity ID is mandatory. This field depends on the entity the event is part of.

Attribute type

Below is an overview of the different attribute types and their default format settings.

Attribute type	Specification
Boolean	n/a
Date	Format: YYYY-M-D
DateTime	Date format: YYYY-M-D Time format: h:mm[:ss[[.zzz]]]
Double	Decimal separator: . (dot) Thousand separator: none
Integer	Thousand separator: none
Text	n/a.

Input format

Some of the attribute types of the input attributes can have multiple format settings which can differ. For example, two attributes can be both of type Date, but they can each have a specific format.

If your input data is of a different format than the default format in the Order-to-Cash Discovery Accelerator, you can edit the format settings for all the input attributes of that type in the Edit Datasource Attribute dialog in the Order-to-Cash Discovery Accelerator to match the format of your input data. See the illustration below for an example.

Changing the display format

If you want to use different display formats in the Order-to-Cash Discovery Accelerator than the default format that is set for the attribute type, you can change the display format settings in Order-to-Cash Discovery Accelerator. For example, if you want to use a different currency string you can change the settings in the Display Format dialog.

Follow these steps to open the Display Format dialog.