process-mining
latest
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Process Mining
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Oct 15, 2024

Loading data using DataBridgeAgent

Attention:

DataBridgeAgent is only needed if you are migrating from an on-premises stand-alone Process Mining version.

Only use DataBridgeAgent if you have a custom .mvp connector. Otherwise, use CData Sync, Theobald Xtract Universal for SAP, or files to upload data.
Important:

Using a proxy server is not supported for loading data using DataBridgeAgent.

Note: With DataBridgeAgent, the data is loaded into a blob store. Therefore, when loading data, Process Mining Automation CloudTM Public Sector cannot check the IP-address. This means that if IP Restriction is set up for your tenant, it will not be enforced when loading data using DataBridgeAgent from a machine that is not in a trusted IP range, and the data is uploaded to Process Mining Automation CloudTM Public Sector.
Important:

Always make sure that the data is in the required input format for the app template. See App Templates. This can be done either in the Data transformations, or by renaming the output fields of the on-premises stand-alone connector (.mvp).

Introduction

Similar to extracting data and preparing a dataset for use in a on-premises (stand-alone) Discovery Accelerator, you must extract data from the source system and create a dataset for use in Process Mining. This page describes how you can extract data from your source system for use in Process Mining using DataBridgeAgent.

Important: Only use DataBridgeAgent if you have a custom .mvp connector. Otherwise, use CData Sync, Theobald Xtract Universal for SAP, or file to upload data.

Downloading DataBridgeAgent

Note:
You can only use .mvp connectors of a Process Mining on-premises standalone version that is the same version as the DataBridgeAgent. (v2021.10.3).

DataBridgeAgent is a standalone tool. It is recommended to create a separate folder on the server to use DataBridgeAgent.

Note:
Make sure to install DataBridgeAgent in a folder on the C:\ drive. Since DataBridgeAgent contains connectors that have rather long names, file paths can become very large, which may cause issues when running the datarun.bat file to create the dataset.
Do not install DataBridgeAgent in the in the Process Mining installation folder (PLATFORMDIR). Also, do not install DataBridgeAgent in the Downloads folder.

DataBridgeAgent

DataBridgeAgent is a standalone package that can be used to extract data from your source system to the blob storage for use in Process Mining Automation CloudTM Public Sector. It contains the Process Mining on-premises (stand-alone) build and the on-premises .mvp connector used to prepare the dataset. Currently, the following on-premises .mvp connectors are included in DataBridgeAgent:
If you want to use your own custom .mvp connector, you can add it to DataBridgeAgent. In this case, you need to configure DataBrigdeAgent for use with your connector. See Adding a custom connector to DataBridgeAgent.
Important:

DataBridgeAgent automatically converts input field names to lowercase and special characters to underscores. If you use DataBridgeAgent to load data, make sure to edit the transformations of your process app and set all input fields to lowercase. For example:

{{ pm_utils.to_varchar('Cases_base_raw."Case_ID"') }} as "Case_ID", must be changed to

{{ pm_utils.to_varchar('Cases_base_raw."case_id"') }} as "Case_ID",.

Difference from an on-premise installation

DataBridgeAgent is different from an on-premise (stand-alone) installation since it:

  • is a command-line tool, and therefore does not have a user interface;
  • does not require a separate license;
  • does not require IIS.

    Note: The DataBridgeAgent already includes the connectors. You do not need to download and deploy the connector itself.

Prerequisites

To be able to upload the data to Process Mining Automation CloudTM Public Sector you need to have the Shared Access Signature (SAS) uri of the Azure blob storage to which the extracted data needs to be uploaded. See Retrieving the credentials for the Azure blob storage.

Extracting data from an SAP source system

If you want to use data directly from your SAP system in Process Mining Automation CloudTM Public Sector you must set up the SAP extraction before you can use DataBridgeAgent. See Set up Native SAP Extraction for a detailed description.

Extracting data via loading .csv files

If you want to use data loaded from .csv files always make sure that:
  • a separate .csv file is available for each table.
  • the file names of the .csv files are the same as the names of the input tables of the connector.
  • all the fields used in Process Mining are present in the .csvfile.
  • the fields in the .csv files have the same names as the field names used in Process Mining column.

The CSV settings can be defined in the CSV parameters of the DataBridgeAgent.

Extracting data via an ODBC connection

If you want to use data from an external data source via an ODBC connection, make sure that the required ODBC driver is installed on the server.

Note: All databases that have a 64-bit version can be accessed using an ODBC connection. The required 64-bit ODBC driver must be installed on the Process Mining server, and the server must be able to access that specific system.

Using a Credential store

A Credential store allows you to use passwords without showing the actual password. See Set up a Credential Store for a detailed description.

By default, an encrypted credential store is used. See Setting up an encrypted file-based credential store for more information.

Note: To change the Server Settings you edit the <EXTRACTORDIR>\databases\ServerSettings.json file.

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