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 dashboards
- 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:

RELEASE: 2021.10

Last updated Dec 20, 2024

Input Data of the SAP Connector for Purchase-to-Pay Discovery Accelerator

Introduction

The input data consists of two parts: transactional data and master data. Below is an overview of the SAP input tables and input data fields for the SAP Connector for Purchase-to-Pay Discovery Accelerator.

Transactional data tables

Purchase requisition tables

The following table is the standard SAP Purchase requisition table.

Table	Stores	Fields used in Process Mining	Filtering
`EBAN`	Purchase Requisition Data	`"MANDT"`, `"BANFN"` , `"BNFPO"`, `"BSTYP"`, `"BSART"`, `"BADAT"`, `"ERNAM"`, `"AFNAM"`, `"BANPR"`, `"MATKL"`, `"MATNR"`, `"MENGE"`, `"PREIS"`, `"WAERS"`, `"MEINS"`	`BSTYP = 'B'` Date: `BADAT`

Purchasing ocument tables

The following tables are the standard SAP Purchasing document tables.

Table	Stores	Fields used in Process Mining	Filtering
`EKKO`	Purchasing Document Header Data	`"MANDT"`, `"EBELN"`, `"BSTYP"`, `"BSART"`, `"AEDAT"`, `"BUKRS"`, `"WAERS"`, `"WKURS"`, `"LIFNR"`, `"EKORG"`, `"EKGRP"`, `"ERNAM"`, `"PROCSTAT"`	`BSTYP = 'F'` Date: `AEDAT`
`EKPO`	Purchasing Document Item Data	`"MANDT"`, `"EBELN"`, `"EBELP"`, `"BSTYP"`, `"BANFN"`, `"BNFPO"`, `"NETWR"`, `"PRDAT"`, `"MATKL"`, `"MATNR"`, `"MENGE"`, `"LGORT"`, `"WERKS"`, `"KUNNR"`, `"MEINS"`	`BSTYP = 'F'`
`EKBE`	History per Purchasing Document Data	`"MANDT"`, `"EBELN"`, `"EBELP"`, `"BELNR"`, `"BUZEI"`, `"BEWTP"`, `"SHKZG"`, `"CPUDT"`, `"CPUTM"`, `"ERNAM"`, `"ELIKZ"`	`BEWTP = ‘E' AND SHKZG = 'S'` Date: `CPUDT`
`EKET`	Scheduling Agreement Schedule lines data	`"MANDT"`, `"EBELN"`, `"EBELP"`, `"EINDT"`, `"SLFDT"`
`EKKN`	Account Assignment in Purchasing Document data	`"MANDT"`, `"EBELN"`, `"EBELP"`, `"KOKRS"`, `"KOSTL"`,`"GSBER"`

Invoice tables

The following tables are the standard SAP invoice tables.

Table	Stores	Fields used in Process Mining	Filtering
`RBKP`	Document Header Invoice Receipt Data	`"MANDT"`, `"BELNR"`, `"GJAHR"`, `"BUKRS"`, `"CPUDT"`,`"CPUTM"`, `"USNAM"`, `"WAERS"`, `"KURSF"`, `"BLDAT"`, `"BUDAT"`, `"ZFBDT"`, `"ZBD3T"`, `"BLART"`, `"ZLSCH"`, `"LAND1"`, `"ZBD1T`", `"ZBD1P`", `"ZBD2T`", `"ZBD2P`", `"ZTERM"`	Date: `CPUDT`
`RSEG`	Document Item Incoming Invoice Data	`"MANDT"`, `"BELNR"`, `"GJAHR"`, `"BUZEI"`, `"EBELN"`, `"EBELP"`, `"MATNR"`, `"MENGE"`, `"MEINS"`, `"WERKS"`, `"WRBTR"`, `"SHKZG"`

Accounting tables

The following tables are the standard SAP accounting tables.

Table	Stores	Fields used in Process Mining	Filtering
`BKPF`	Accounting Document Header Data	`"MANDT"`, `"BUKRS"`, `"BELNR"`, `"GJAHR"`, `"CPUDT"`, `"CPUTM"`, `"AWKEY"`, `"BLART"`, `"USNAM"`	Date: `CPUDT`
`BSIK`	Accounting Secondary Index for Vendors Data	`"MANDT"`, `"BUKRS"`, `"BELNR"`, `"GJAHR"`, `"BUZEI`"	`BUZEI = 001` Date: `CPUDT`
`BSAK`	Accounting Secondary Index for Vendors (Cleared Items) Data	`"MANDT"`, `"BUKRS"`, `"BELNR"`, `"GJAHR"`, `"BUZEI"`	`BUZEI = 001` Date: `CPUDT`
`BSE_CLR`	Additional Data for Document Segment Clearing Information Data	`"MANDT"`, `"BUKRS_CLR"`, `"BELNR_CLR"`, `"GJAHR_CLR"`, `"INDEX_CLR"`, `"CLRIN"`, `"BUKRS"`, `"BELNR"`, `"GJAHR"`, `"BUZEI"`, `"WAERS"`, `"WRBTR"`, `"SHKZG"`	`BUZEI = 001 AND (CLRIN = '' or CLRIN = 2)`

Change log tables

The following tables are the standard SAP change log tables.

Table	Stores	Fields used in Process Mining	Filtering
`CDHDR`	Change Document Header Data	`"MANDANT"`, `"OBJECTCLAS"`, `"OBJECTID"` , `"CHANGENR"`, `"UDATE"`, `"UTIME"`, `"USERNAME"`	`OBJECTCLAS in [“BANF”, "EINKBELEG", "INCOMINGINVOICE", "BELEG"]` Date: `UDATE`
`CDPOS`	Change Document Item Cluster Data	`"MANDANT"`, `"OBJECTCLAS"`, `"OBJECTID"`, `"CHANGENR"`, `"TABNAME"`, `"TABKEY"`, `"FNAME"`, `"CHNGIND"`, `"VALUE_OLD"`, `"VALUE_NEW"`	`FNAME in ["KEY, "BANPR", "PROCSTAT", "FRGZU", "LOEKZ", "ABSKZ", "NETPR", "ZLSPR", "ZTERM", "ZFBDT", "ZUONR", "BVTYP", "HBKID"] AND `TABNAME` in ["EBAN", "EKKO", "EKPO", "RBKP", "RSEG", "BSEG"]` AND `CHANGENR` >= '\))\))<value>' AND `CHANGENR` <= '\))\))<value>' (For example, AND `CHANGENR` >= '0001299707' AND `CHANGENR` <= '0001507899')

Master data tables

Invoices master data tables

The following tables are the standard SAP invoices master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`T003T`	Document Type Texts Data	`"MANDT"`, `"BLART"`, `"LTEXT"`, `"SPRAS"`	`SPRAS = 'Language'`
`T042ZT`	Texts of Payment Methods for Automatic Payment Data	`"MANDT"`, `"TEXT2"`, `"ZLSCH"`, `"LAND1"`, `"SPRAS"`	`SPRAS = 'Language'`
`T052U`	Own explanations for Terms of Payment Data	`"MANDT"`, `"ZTERM"`, `"SPRAS"`, `"TEXT1"`	`SPRAS = 'Language'`

User master data tables

The following tables are the standard SAP user master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`USR21`	User Name/Address Key Assignment Data	`"MANDT"`, `"BNAME"`, `"PERSNUMBER"`, `"ADDRNUMBER"`
`ADRP`	Persons (Business Address Services) Data	`"CLIENT"`, `"PERSNUMBER"`, `"DATE_FROM"`, `"DATE_TO"`, `"NAME_FIRST"`, `"NAME_LAST"`, `"NATION"`	`NATION = '' or NATION = 'I'`
`ADCP`	Person/Address Assignment (Business Address Services) Data	`"CLIENT"`, `"PERSNUMBER"`, `"ADDRNUMBER"`, `"DATE_FROM"`, `"DATE_TO"`, `"DEPARTMENT"`, `"FUNCTION"`, `"NATION"`	`NATION = '' or NATION = 'I'`
`USR02`	Logon Data	`"MANDT"`, `"BNAME"`, `"USTYP"`

Supplier master data table

The following table is the standard SAP supplier master data table.

Table	Stores	Fields used in Process Mining	Filtering
`LFA1`	General Vendor Master Data	`"MANDT"`, `"LIFNR"`, `"NAME1"`, `"NAME2"`, `"LAND1"`, `"REGIO"`, `"XCPDK"`
`T005T`	Country Names Data	`"MANDT"`, `"LAND1"`, `"LANDX"`, `"SPRAS"`	`SPRAS = 'Language'`*
`T005U`	Taxes Region Key Texts data	`"MANDT"`, `"LAND1"`, `"BLAND"`, `"BEZEI"`, `"SPRAS"`	`SPRAS = 'Language'`*

\* Language is the language setting you define in the Connector Settings file. See Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator.

Customer master data tables

The following tables are the standard SAP customer master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`KNA1`	General Customer Master Data	`"MANDT"`, `"KUNNR"`, `"NAME1"`, `"NAME2"`, `"LAND1"`, `"REGIO"`

Material master data tables

The following tables are the standard SAP material master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`MAKT`	Material Descriptions Data	`"MANDT"`, `"MATNR"`, `"MAKTX"`, `"SPRAS"`	`SPRAS = 'Language'`*
`T023T`	Material Group Descriptions Data	`"MANDT"`, `"MATKL"`, `"WGBEZ"`, `"SPRAS"`	`SPRAS = 'Language'`*
`T001L`	Storage Locations Data	`"MANDT"`, `"WERKS"`, `"LGORT"`, `"LGOBE"`
`T006A`	Assign Internal to Language-Dependent Unit Table and Data	`"MANDT"`, `"MSEHI"`, `"MSEHT"`, `"SPRAS"`	`SPRAS = 'Language'`*

\* Language is the language setting you define in the Connector Settings file. See Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator.

Organizational structure master data tables

The following tables are the standard SAP organizational structure master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`CSKT`	Cost Center Texts data	`"MANDT"`, `"KOKRS"`, `"KOSTL"`, `"DATBI"`, `"KTEXT"`, `"SPRAS"`	`SPRAS = 'Language'`*
`T001`	Company Codes Data	`"MANDT"`, `"BUKRS"`, `"BUTXT"`, `"WAERS"`
`T001W`	Plants/Branches Data	`"MANDT"`, `"WERKS"`, `"NAME1"`
`T024`	Purchasing Groups Data	`"MANDT"`, `"EKGRP"`, `"EKNAM"`
`T024E`	Purchasing Organizations Data	`"MANDT"`, `"EKORG"`, `"EKOTX"`
`TGSBT`	Business Area Names data	`"MANDT"`, `"SPRAS"`, `"GSBER"`, `"GTEXT"`	`SPRAS = 'Language'`*

\* Language is the language setting you define in the Connector Settings file. See Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator.

Purchasing document master data tables

The following tables are the standard SAP purchasing document master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`T161T`	Texts for Purchasing Document Types Data	`"MANDT"`, `"BSART"`, `"BSTYP"`, `"BATXT"`, `"SPRAS"`	`SPRAS = 'Language'`*

\* Language is the language setting you define in the Connector Settings file. See Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator.

Block & cancellation reasons master data tables

The following tables are the standard SAP block & cancellation reasons master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`T008T`	Blocking Reason Names in Automatic Payment Transactional data	`"MANDT"`, `"ZAHLS"`, `"TEXTL"`, `"SPRAS"`	`SPRAS = 'Language'`*

\* Language is the language setting you define in the Connector Settings file. See Configuring the SAP Connector for Purchase-to-Pay Discovery Accelerator.

Currency master data tables

The following tables are the standard SAP currency master data tables.

Table	Stores	Fields used in Process Mining	Filtering
`TCURR`	Exchange Rates data	`"MANDT"`, `"KURST"`, `"FCURR"`, `"TCURR"`, `"GDATU"`, `"UKURS"`	`KURST = 'Exchange rate type'`*
`TCURF`	Conversion Factors data	`"MANDT"`, `"KURST"`, `"FCURR"`, `"TCURR"`, `"GDATU"`, `"FFACT"`, `"TFACT"`	`KURST = 'Exchange rate type'`*
`TCURX`	Decimal Places in Currencies data	`"CURRKEY"`, `"CURRDEC"`