Set up Actionable Insights

Introduction

UiPath Action Center is the central portal to track and monitor complex business processes, tasks, people, and robots. You can connect UiPath Process Mining to your UiPath Orchestrator to trigger people or robots based on Process Mining insights. You can use the triggers to add queue transactions for robots, or alert people with actions in UiPath Action Center. This guide describes how to connect with UiPath Orchestrator to enable Actionable Insights.

Downloads

Download: Actionable Insights.zip

Prerequisites

It is assumed that you have:

• downloaded and extracted the Actionable Insights.zip file.

• installed (as an administrator) Python and the following Python packages on the UiPath Process Mining Server:

  • requests,
  • json,
  • python-dotenv.
• access to a UiPath Cloud Orchestrator cloud or on-prem Orchestrator;
• access to the UiPath Process Mining installation folder on the server;
• downloaded the latest version of the app or Discovery Accelerator for which you want to set up Actionable Insights.

• knowledge of UiPath Orchestrator and UiPath Action Center.

  Important: If you are using an UiPath Orchestrator on premise, it is recommended to install UiPath Process Mining on a different server.

Step 1: Connect UiPath Orchestrator

The Actionable insights folder in installation package of the app or Discovery Accelerator contains the files that you need to connect with your UiPath Orchestrator.

Follow these steps to connect your UiPath Orchestrator.

Step	Action
1	Go to the root folder of your UiPath Process Mining installation <PLATFORMDIR> and create a subfolder orchestrator. See the illustration below.
2	Copy the following files to the subfolder orchestrator. Default.env; FormTemplate.json. See the illustration below.
3	Rename the .env file to the name of the tenant for which the connection is set up. For example, if the tenant is Default, theUiPath Orchestrator config file must be renamed to Default.env. See the illustration below.
4	Make sure that the settings are set and/or added in the [tenant].env config file as described below.

Settings for Using UiPath Orchestrator

Set the following settings for UiPath Orchestrator.

• ORCH_INSTANCE_TYPE = 1 if your UiPath Orchestrator is on-premises, or ORCH_INSTANCE_TYPE = 2 if your UiPath Orchestrator is in the cloud.
• ORCH_URL = [url] (the part of the Orchestrator URL including the tenant name, see the illustration below)
• ORCH_APP_ID = [*App ID*]

• ORCH_APP_SECRET =[*App secret*]

  
  

  

  
  

App ID and App Secret

To obtain the Application ID and the App secret, you must add Process Mining as an external application for the UiPath platform. Once registered, Process Mining can make API calls to UiPath Orchestrator to access the Actions and Queues.

Follow these steps to register Process Mining as an external application.

Step	Action
1	In Automation Cloud click on the Admin option in the menu, and go to External applications, or on your tenant host, go to Settings - Security - External Applications.
2	Click on + Add Application.
3	Enter a name, for example Process Mining, in the Application Name field. Note: the Redirect URL field is optional and can be left blank.
4	Make sure Confidential application is selected as the Application Type.
5	Click on Add Scopes. TheEdit Resource panel is displayed.
6	Select Orchestrator API Access from the Resource drop-down list.
7	On the Application Scope(s) tab select OR.Tasks and OR.Queues. Click on Save.
8	Click on Add to add the application.

A popup dialog is displayed showing the App ID and App Secret. See the illustration below for an example.

Step 2: Setting up your Workspace

Follow these steps to set up your Workspace for Actionable Insights.

Step	Action
1	Go to the Superadmin Workspaces tab and select the Workspace for your app or Discovery Accelerator.
2	Create a new folder Actionable insights.
3	Upload the following files to the Actionable insights folder: addActionItems.py addQueueItems.py See the illustration below.