UiPath Process Mining

The UiPath Process Mining Guide

Setting up a local test environment


To edit data transformations, a local test setup is recommended for an improved edit and test experience for data engineers. A local test environment includes the following set of tools.

dbtto execute the data transformations on a local database.
Visual Studio Codeto edit the SQL code of the data transformations.
SQL Server (Express edition)for testing the data transformations.
SQL Server Management Studiofor reviewing the result of the data transformations in the local database.


To install and run a dbt project, you need Python 3.9. You can download Python 3.9 from the official Python website.

Create a Python virtual environment

It is recommended to create a Python virtual environment in which you will install dbt. It is good practice to create a dedicated folder for your transformations. You can also use this folder to create the Python virtual environment.

1Open Windows Explorer and create a folder where your virtual environment will be located. For example, C:\My_transformations.
2Open a Windows Command Prompt.

Run the commands described in the steps below to create a Python Virtual environment.

1Install the Python package virtualenv.py -m pip install virtualenv
2Go to the folder where you want to create the environment.cd [path_to_your_folder]. For example, cd C:\My_transformations
3Create a virtual environment (named venv).py -m virtualenv venv

Install dbt

Make sure the virtual environment is still activated. Follow these steps to install dbt to run transformations on Snowflake.

1Activate the virtual environment.venv\Scripts\activate
2Install the dbt packagepip install dbt-sqlserver==1.1.0
3Check whether the installation is successfuldbt --version

The returned message should start with: installed version: 1.1.2.

Visual Studio Code

Visual Studio Code is the recommended code editor for editing data transformations.

Install Visual Studio Code

You can download Visual Studio Code from Download Visual Studio Code webpage.


After you have installed Visual Studio Code, install the following extensions to make it easier to work with dbt:

  • Dbt Power User

Follow these steps to install an extension in Visual Studio Code.

1Start Visual Studio Code
2Go to the Extensions panel (CTRL+SHIFT+X). See the illustration below.
3Search for the dbt Power User extension by start typing the name in the Search Extensions in Marketplace text box.
4Click on Install.

Siehe Abbildung unten.


Set Python interpreter path

To run Python from the virtual environment that was created, the path needs to be set in Visual Studio Code.
Führen Sie die folgenden Schritte aus.

1Go to File > Preference > Settings.
2Search for Python.
3In the Default Interpreter Path, make sure to check the path to the python.exe. It should be located in the
[path_to_your_folder]\venv\Scripts folder. See the illustration below for an example.

Microsoft SQL Server

Microsoft SQL Server is the required database to test the transformations. This database server is not provided as part of the UiPath Process Mining product. For editing and testing the transformation you can also use SQL Server Express. You can download Microsoft SQL Server Express from the official Microsoft SQL Server downloads webpage.



It is recommended to test the transformations using small development datasets. This makes it possible to test these using a SQL Server with minimal requirements. If you do not have a Microsoft SQL Server available, or if you want to test the transformations on a local desktop machine, it is recommended to use Microsoft SQL Server Express.



By default, SQL Server is case insensitive whereas Snowflake is case sensitive. You are advised to change the behavior of your local SQL Server database to match Snowflakes behavior, to prevent any problems. This can be accomplished by setting the right collation during installation. The default value for the collation is dependent on your locale.

To change the collation to become case sensitive, replace the CI part with CS, e.g. Latin1_General_CI_AS should be changed to Latin1_General_CS_AS. If you already installed SQL Server, follow instructions here to update the collation.

Capacity calculator

You can use the to determine the hardware requirements for setting up a dedicated Microsoft SQL Server machine for Process Mining. See Capacity calculator.

SQL Server Management Studio (SSMS)

To view the database tables and to manage the SQL Server infrastructure, you can download SQL Server Management Studio (SSMS), which can be installed on any computer.

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Setting up a local test environment

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