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The UiPath Process Mining Guide

Setting up a SQL Server account for data upload using CData Sync

Introduction

In order to set up a CData Sync destination connection to the SQL Server database for uploading data to Process Mining on-premises (Automation Suite), a database user is needed with the correct access permissions for a process app.

Authentication method

When using SQL Server as the destination connection in CData Sync, the following authentication methods are available.

Authentication methodDescription
SQL Server AuthenticationA SQL Server user in the target database.
Windows AuthenticationA windows user that has access to the SQL database.

See the illustration below.

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Refer to the official Microsoft documentation for more information on authentication methods.

Both SQL Server Authentication and Windows Authentication are supported authentication methods for loading data for Process Mining process apps using CData Sync. However, using Windows Authentication will require additional actions. See Windows Authentication below..

Database user

The database user needs to have access permissions to write to the app schema of the corresponding Process Mining process app in the SQL Server database. When a new Process Mining process app is created, the app schema is provided in the Upload data using extractor step. See the illustration below.

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Access can be set up in the following ways:

  • One user with access to all process app schemas
  • One or more users with access to specific process app schemas

One user with access to all process app schemas

A database user is set up for loading data into the Process Mining SQL Server database. This database user is granted access permissions to access all Process Mining app schemas, and must have permissions to add or delete tables in these app schemas. This way, this user can be used when loading data for all Process Mining process apps. When creating a new process app in Process Mining, no additional access permissions have to be set for this database user.

Below is an overview of the required permissions for the database user on the Process Mining AutomationSuite_ProcessMining_Warehouse database.

PermissionTo grant
db_datareaderread access on all tables in the database.
db_datawriterwrite access on all tables in the database.
db_ddladminupdate access on all tables in the database.

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Note

As an alternative, you can choose to add the user to all the app schemas individually if you want to limit the user permissions.

One or more users with access to specific process app schemas

One or more database users are set up for loading data into the Process Mining SQL Server database. Each database user is granted access to write into the specific app schema of a one or more Process Mining process apps. When a new Process Mining process app is created, automatically a database Role is generated in SQL Server for accessing the corresponding app schema. The database user who is allowed to upload data for the new process app, must get assigned the app-specific role, to write in the correct app schema for the process app.

Windows Authentication

When using Windows Authentication, CData Sync uses the Windows user with which the CData Sync instance is started as the database user. This implies that a CData Sync instance can make use of only one Windows user account. If multiple Windows users are required, each Windows user needs to have their own different CData installation, in order to run CData Sync with a different Windows user.

Updated about a month ago

Setting up a SQL Server account for data upload using CData Sync


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