Process Mining

Introduction

Process Mining is now available in Automation Suite, to be installed on premises in the customer local environment or Virtual Machines on Azure, Amazon Web Services or Google Cloud Platform​.

Process Mining 2023.10 is available only via Automation Suite, which enables our customers to install the full UiPath® Suite of products on premises.

The main benefits of the Automation Suite are:

• All UiPath® products in a centralized on-premises location​
• Same interface and features as in the Software as a Service version​
• Back up and Restore
• Monitoring and Alerting​
• High Availability

Installation and configuration

For information on installing and configuring Process Mining on Automation Suite, refer to the Automation Suite Guide.

Configuring Microsoft SQL Server contains detailed information on configuring Microsoft SQL Server for Process Mining. To calculate the hardware requirements for the Process Mining SQL Server database for data storage for Process Mining process apps, see Hardware requirements. If you want to manually add Process Mining in the "cluster.json" configuration file, instead of using the interactive installer, see Manual: Advanced installation experience.

App templates

With Process Mining, you can create new process apps based on process-specific app templates. An app template contains a predefined set of dashboards and KPIs for process analysis and can be used as the starting point for creating your process apps. If available, an app template can include a built-in connector for a specific combination of a process and source system.

Process Mining offers out-of-the box app templates for several processes and source systems that you can use as the starting point for creating your process apps. You can customize these app templates to your business needs and publish them with a set of dashboards and KPIs to enable business users to monitor and analyze the processes in detail.

Extracting and loading data

When you create a new process app, you must upload data before you can publish the process app. You can also upload data for a published process app. You can use a sample dataset, upload a dataset with .tsv or .csv files, or load data using an extractor.

Note: Data Volume

The performance end-users will experience is directly related to the data volume. The number of rows inside the biggest tables determines the data volume. In general, only the number of rows determines the performance that end users experience. The number of columns is only a factor when the data is loaded from the database.

Processes with about 600.000 (600K) cases and up to about 100.000.000 (100M) events per process are ideal. With more cases and events, parsing the data and showing the visualization will take longer. Process Mining will continue to work. However, when large amounts of data are inserted, the reaction speed may drop.

It is recommended to check the data amount beforehand. If it exceeds the above numbers, it is advised to consider optimizing or limiting the dataset.

Loading data using an extractor

If you have a custom .mvp connector you can use the Process Mining on-premises (stand-alone) extractor DataBridgeAgent to load data for a process app Process Mining.

If you want to load data from your source system directly into a process app in Process Mining, you can use CData Sync.

Editing data transformations

Transformations are applied to the data stored in the database to make sure the data adheres to a data schema which can be loaded in the Process Mining process app. In Process Mining, you can customize the transformations to adapt them to your data schema. See Data transformations.

Customizing process apps

Dashboard editor

After creating a process app from an app template, you can edit the dashboards to customize the process app to your business needs. The Dashboard editor provides various options to create different views, and to organize, group, and filter data.

See Working with the dashboard editor.

Data Manager

The Data Manager enables you to customize the data used in your process app. With Data Manager you can edit data fields and metrics to change the display names used in your app. Besides, you can toggle fields to be visible or not.

See Data manager, Dashboards, and Charts.

Data transformations

With the inline editor, you can edit the Data Transformations of your app directly in the browser. This means you do no longer have to export and import your transformations. Once you are done editing, you can run your customized transformations from the inline transformations editor.

See Data transformations.

Root cause analysis

With Root cause analysis, you can compare the influence of case properties on a certain behavior to find significant data influencers for specific process situations. A set of cases is defined based on the period filter. This selection is called Reference cases. Within this set of cases, you can select the behavior that you want to analyze. See Root cause analysis.

Comparing process paths

When in Compare mode, you can compare two sets of paths from your process. This enables you to visualize, compare, and analyze the performance of a process and its variations. See Compare.

Simulating automations

The Automation potential dashboard enables you to see potential savings for activities in your process. For example, if you determine an activity as a bottleneck in the process graph, you can calculate the impact of automating the activity. See Simulating automation potential.

Send automation ideas to Automation Hub

The integration with Automation Hub enables you to send automation ideas from Process Mining directly to Automation Hub. See Sending automation ideas to UiPath Automation Hub.

Managing access control for process apps

The Admin Console module enables you to manage access by assigning roles to users or groups. The permissions model allows you to integrate all your employees using Process Mining based on your business requirements.

See Setting up the users and Managing access for process apps.