Process manager

Introduction

With Process manager you can view the process model that is used as reference in the model-based Process Mining applications. You can export the model as a Business Process Model Notation (BPMN) 2.0 model, which enables you to import the file in a BPMN modeler, for example BPMN.io, or to import the BPMN file in another process app.

Process manager is integrated in the dashboard editor. See Working with the dashboard editor.

Note:

Process manager is only enabled for apps that are using a Discover process model or Import BPMN model.

Opening Process manager

Select the Process manager button in the upper right corner of the dashboard editor to open Process Manager. The Process manager page is displayed, showing the preview of the Discover process model or Import BPMN model.

Updating the process model type

You can update the process model type for your application and then re-ingest the data.

1. Open the process app for which you want to update the model type.
2. Navigate to Process manager.
3. From the Process manager tab, select Switch model type.
   
   

   

   
   
4. Select the desired process model type from the End to end process menu.
5. Once you've chosen the desired process model type you want to update, select Save.
6. Select Apply to dashboards so you can preview the changes.
   
   

   

   
   
7. Validate the updates by previewing the dashboards. Select Publish to make the changes available in the production app.

   If you changed the process model type without publishing the process app, there is an indicator on Process Manager button in the dashboard editor.

Exporting a model as BPMN model

Follow these steps to export the process model as a Business Process Model Notation (BPMN) 2.0 model.

1. In the Process manager select Export BPMN model.

The process model is exported and saved as a .bpmn file.

You can import the .bpmn file in a BPMN modeler, for example BPMN.io, and edit the model to your needs. When finished, you can import the process model in your process app or use it as the Import BPMN model for other process apps.

Note:

The Import BPMN model option is only available for apps that were created using the Import BPMN model option when selecting the Process model.

Exporting the actual process to a BPMN diagram

While the Export BPMN model option in the Process manager exports the to-be process as a BPMN process, the Export to BPMN 2.0 diagram option within a process graph in the published app, exports the as-is process as a BPMN process diagram.

See Working with process graphs.

Importing a BPMN model

Important:

Make sure the BPMN model meets the requirements for use in Process Mining. See BPMN model requirements.

If your process app uses an Import BPMN model for the process graph, you can update your BPMN model by importing a new BPMN model for the process graph in Process manager.

1. In the Process manager select Import BPMN model.

   Note:

   The Import BPMN model option is only only displayed for process apps that are using a Import BPMN model.

2. In the Import BPMN model dialog, drag and drop the .bpmn file that contains the BPMN 2.0 model you want to import.

   

3. Select Upload BPMN file to start importing the BPMN model. When the file is successfully imported, the Continue button will be enabled.

4. Select whether you want to use exisiting data or to ingest new data for the process app.

   

5. Select Continue to upload data and/or finish the import of the BPMN model.

See also Working with Discover process models and Import BPMN models.