process-mining
2023.10
false
- Release notes
- 2023.10.12
- 2023.10.11
- 2023.10.10
- 2023.10.9
- 2023.10.8
- 2023.10.7
- 2023.10.6
- 2023.10.5
- 2023.10.4
- 2023.10.3
- 2023.10.2
- 2023.10.1
- 2023.10
- Before you begin
- Installing Automation Suite
- Process Mining configuration checklist
- System requirements
- Getting started
- Introduction to Process Mining
- Process Mining
- Architecture overview
- Process Mining portal
- Uploading app templates
- Migrating apps for use in Process Mining
- Managing access
- Enabling Process Mining
- Setting up the users
- Managing access for process apps
- Integrations
- Setting up Automation integration
- Working with process apps
- Working with dashboards and charts
- Working with process graphs
- Working with Discover process models and Import BPMN models
- Showing or hiding the menu
- Context information
- Export
- Filters
- Sending automation ideas to UiPath® Automation Hub
- Tags
- Due dates
- Compare
- Conformance checking
- Root cause analysis
- Simulating automation potential
- Triggering an automation from a process app
- Viewing Process data
- Creating apps
- App Templates
- Migrating apps for the new process graph layout
- Create new app wizard
- Scenarios
- Editing app settings
- Setting data restrictions for a process app
- Cloning an app
- Deleting an app
- Exporting and importing process apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using CData Sync
- Installing CData Sync
- Create a source connection
- Create a destination connection
- Create a job
- Run the job
- Incremental extraction
- Troubleshooting CData Sync
- Loading data using Theobald Xtract Universal
- Setting up Theobald Xtract Universal
- Importing the template extractions
- Configuring the source
- Configuring the destination
- Configuring the extraction script
- Running the extraction script
- Troubleshooting
- Viewing logs
- Optimizing an app
- Scheduling Data Runs
- Customizing process apps
- Introduction to dashboards
- Working with the dashboard editor
- Creating dashboards
- Dashboards
- Charts
- Bar charts
- Distribution charts
- Table charts
- Line charts
- Process graphs
- KPI trends lists
- Pie charts
- Data manager
- Fields
- Metrics
- Automation manager
- Data transformations
- Defining new input tables
- Adding fields
- Adding tables
- Data model requirements
- Viewing and editing the data model
- Exporting and importing transformations
- Viewing the transformations log
- Editing and testing data transformations
- Structure of transformations
- Tips for writing SQL
- Merging event logs
- Process manager
- Publishing Dashboards
- App templates
- Event log and Custom process app templates
- Overview of generic menus and dashboards
- Menu Overview
- Menu Analysis
- Analysis - End to end
- Analysis - Event analysis
- Event log input fields
- Custom process input fields
- Configuring CData Sync for Event log or Custom process
- Purchase-to-Pay app template
- Introduction to Purchase-to-Pay Process App
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Analysis - End to end process
- Analysis - Event analysis
- Menu Efficiency
- Efficiency - Supplier performance
- Menu Compliance
- Compliance - Maverick buying
- Purchase-to-Pay input fields
- Configuring CData Sync for Purchase-to-Pay
- Order-to-Cash app template
- Introduction to Order-to-Cash Process App
- Overview of menus and dashboards
- Menu Summary
- Menu Analysis
- Analysis - End to end process
- Analysis - Event Analysis
- Menu Efficiency
- Efficiency - Customers
- Order-to-Cash input fields
- Configuring CData Sync for Order-to-Cash
- Additional resources
- Out-of-the-box Tags and Due dates
- Editing data transformations in a local environment
- Setting up a local test environment
- Transformations
- Custom throughput time metrics
- SQL differences between Snowflake and SQL Server
- Configuration settings for loading input data
- Designing an event log
- Loading data using DataBridgeAgent
- Introduction
- Using .mvp Connectors
- Downloading DataBridgeAgent
- DataBridgeAgent
- Prerequisites
- Setup credentials for the SQL Server database
- Extracting data from an SAP source system
- Extracting data via loading .csv files
- Extracting data via an ODBC connection
- Using a Credential store
- System requirements
- Configuring DataBridgeAgent
- Adding a custom connector to DataBridgeAgent
- Using DataBridgeAgent with SAP Connector for Purchase-to-Pay Discovery Accelerator
- Using DataBridgeAgent with SAP Connector for Order-to-Cash Discovery Accelerator
- Extending the SAP Ariba extraction tool
- Performance characteristics
- Basic troubleshooting guide
- How to cancel a data run from the database
- How to add an IP table rule to use SQL Server port 1433
- When creating a process app the status stays in Creating app
- Configuring Dapr with Redis in cluster mode
- Data transformations
- Uploading data
- CData Sync

Process Mining
Last updated Jan 15, 2026
Follow these steps to import the template extractions in Theobald Xtract Universal.
-
Go to the App Templates page and open the documentation page for your app template.
Note:You can log in using the default user.
-
Locate the section Loading data using Theobald Xtract Universal and download the
XU_template_extractions.zipfile for you app template. ThisXU_template_extractions.zipfile contains the foldersdestinations,extractions, andsources.Locate the section Loading data using Theobald Xtract Universal and download the XU_template_extractions_as.zip file for your app template. Refer to App Templates. ThisXU_template_extractions_as.zipfile contains the foldersdestinations,extractions, andsources. -
Copy the folders from the downloaded
XU_template_extractions.zipfile to theconfigfolder of Xtract Universal. The location of this folder is[XU_installation_path]/config.Copy the folders from the downloadedXU_template_extractions_as.zipfile to theconfigfolder of Xtract Universal. The location of this folder is[XU_installation_path]/config. - Open Theobald Xtract Universal Designer and click on the refresh button to load all extractions.
A list of all extractions that each extract one table from the SAP system is displayed. The template source is named SAP and the template destination is named CSV.