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:

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

RELEASE: 2021.10

Last updated Sep 2, 2024

Backup

Introduction

It is recommended to make regular backups of important files and folder of UiPath Process Mining to make sure you can easily recover in case of a system failure. The easiest way is to back up the complete installation of UiPath Process Mining. If the entire installation contains too much data, it is sufficient to only back up the needed files.

Data

UiPath Process Mining keeps a copy of the data that can be used to roll-back in case of a data problem.

Production servers

All data is usually also available in data source systems. Therefore, it might not be needed to back up the data.

Note: Regular backups of the source systems containing the data are also important, but this is not part of the scope of this lesson.

Development servers

When developers are using static data files that cannot easily be reproduced, this data files might need to be backed up.

Workspaces can contain unfinished and uncommitted work. Normally this should be minimal. This should be checked with the developers before making a backup.

Backup folders

The table below describes important files and folders:

Folder/File	Description
`<PLATFORMDIR>\databases\`	Contains the authentication databases for the UiPath Process Mining users. Furthermore, the server settings and eventual keys for git repositories are also stored in this folder. • `Authentication.db`: contains users, access rights, favorites. • `Serversettings.json`: contains all server settings.
`<PLATFORMDIR>\upstream.git\`	If you have chosen to use a local Git repository within UiPath Process Mining, it will be stored in this folder. The Git server contains all applications and should also be backed up. There is a `<NAME>.git` folder for each of the repositories defined in the settings.
`<PLATFORMDIR>\processgold.lic`	The UiPath Process Mining license file.

Restore

To restore a backup, you can perform a new installation, and copy the files from the backup. After doing so, make sure that the user group IIS_IUSRS also has full control on the restored files and folders.

On this page

Introduction
Data
Production servers
Development servers
Backup folders
Restore

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