Subscribe

UiPath Task Mining

The UiPath Task Mining Guide

Recorder Application

:grey-question: What needs to be installed on the client desktops to run Task Mining?
:white-check-mark: Each user needs to install the Client and the Processing Queue to capture their tasks. For details, please check the Installing the Client App section from the User Guide.

:grey-question: Does the Client App support a multi-monitor setup?
:white-check-mark: Yes, it does. Depending on the setup, it might consume more CPU / RAM

:grey-question: Does Task Mining support the Remote Runtime for working with Citrix XenApps?
:white-check-mark: No, not yet. We use OCR screenshots, so task/process discovery usually works well in Citrix, but if you export the result as a XAML you won't get the needed selectors.

:grey-question: Are there any limitations when recording in virtual / Citrix environments?
:white-check-mark: We did some testing, and there were no limitations identified.

  • The Desktop Client can be installed on a XenDesktop persistent VDI and works properly, recording a XenApp while having the Desktop Client installed locally works properly.
    Still, keep in mind that in Citrix apps, you can capture only the window selector.
  • We noticed that the VDI environment screen quality might be lower sometimes and may not generate optimal results. Please make sure to test before using the product

:grey-question: How can I uninstall the Client App?
:white-check-mark: To uninstall the Task Mining Client App, please follow the generic app uninstallation process: access your PC > Settings > Apps > search for the Task Mining app > select it > click the Uninstall button.

:grey-question: How much of the desktop resources will the recorder app consume?
:white-check-mark: The recorder application, along with the Queue service, should not typically consume more than 40% of the desktop resources (mainly CPU and memory). There might be spikes in resource usage from time to time.

Data Collection

:grey-question: How to choose users for a project?
:white-check-mark: Select 2-5 users working on similar tasks that are available during the timeframe allowing them to capture their task execution multiple times. Usually, a minimum for 2-3 users would be two weeks or one week for 3-5 users.

:grey-question: Is there a minimum amount of data or users required to get meaningful results?
:white-check-mark: We recommend 100K-200K actions (click, type) from 2-5 users collected for optimal results.

:grey-question: How to select applications for a project?
:white-check-mark: Select applications that users can access without administrator permissions, installed on their desktops and can be accessed via .exe.

:grey-question: Can URLs be allowed for recording for browser apps?
:white-check-mark: It will be available closer to the October release. The current workaround is that one browser can be added to recorded applications for work tasks, and another browser recommended to users for non-work-related tasks.

:grey-question: What application languages can TM recognize?
:white-check-mark: English is the only language supported in Task Mining now.

:grey-question: Will TM record processes in mainframe apps?
:white-check-mark: Yes, but we do not recommend capturing processes heavily reliant on mainframe applications

:grey-question: How can I handle the recording process if I'm working both in my work network (where the shared folder is available) and from the home network, where this is not available?
:white-check-mark: We recommend using the Integrated Upload feature to handle this scenario.
If you need to use the shared folder, relaunch the app once you connect to the network where the shared folder is available so the queue can reconnect and start uploading files.

Data upload and Security

:grey-question: How is recorded data uploaded?
:white-check-mark: It depends on the selected option in the Output Configurations setting.

:grey-question: What is the data residency regions supported for the cloud product?
:white-check-mark: Currently, only US and Europe data residency are available.

:grey-question: What are the data types, and where are they stored during the Task Mining data flow?
:white-check-mark: Initially, captured data resides on the user’s desktops until uploaded to an AI Center project as configured.

:grey-question: How is data secured during the upload?
:white-check-mark: Before the upload, the data is encrypted with a generated AES256 key stored in an encrypted way in the database. Encryption is applied both in transit and in the AI Center storage. The data is stored with Azure encrypted storage for the visualization while images are decrypted on demand (stored in a short-lived cache after it was initially served).

Troubleshooting

:grey-question: Why is the user's recording status switched to Error when I start the recording?
:white-check-mark: Please see the description for all errors here: https://docs.uipath.com/task-mining/docs/troubleshooting-errors-and-alerts
You can download the user logs to see the error's details and context or share it in the support request.

:grey-question: Why do I receive 'The queue is not configured' error message in the logs?
:white-check-mark: Please check the configuration file uploaded to the Admin Console > Settings > Configure Upcoming Output > Network Shared Folder and confirm that the path to the local store is correctly formatted.
If the path is correct please open a customer support ticket and share the application log files.

:grey-question: Why recorder apps shows the ‘You are not assigned to a project’ message when a user signs in?
:white-check-mark: Because the user was invited to Automation Cloud organization but was not invited to a Task Mining project.

Analysis and Visualization

:grey-question: What is a task?
:white-check-mark: A Task is defined as a set of activities employees do to complete an entire or part of a process. Things like completing an expense report, checking if the PO amounts are correct, or spending thirty minutes in excel. It is a collection of mouse clicks, keystrokes, and screenshots.

:grey-question: How are tasks named and sorted?
:white-check-mark: The task's default rank is based on the machine learning model’s confidence of the identified task.

:grey-question: What is a trace?
:white-check-mark: Trace is one iteration of the task performed by one user.

:grey-question: What is a step? Why it has a number?
:white-check-mark: The number is the unique identifier for this step/cluster in the dataset. We keep the number there for an easy filter, and it can be useful for re-compute.

:grey-question: How are the names of the steps determined?
:white-check-mark: Unsupervised algorithms are used to generate model representations and labels. If needed, manual editing could be used for labeling after the Analyzer algorithm is applied.

:grey-question: What are the numbers between steps?
:white-check-mark: It is the frequency count between steps. as an example, 11>13, it repeated 298 times, and then from 13, it deviates to 1 (171 times, there is a reverse action from 1 to 13 that happened 74 times) and another step (150 times)

:grey-question: How can I export a task?
:white-check-mark: To export a task, you can export a trace.

General questions

:grey-question: How is Task Mining different from Task Capture?
:white-check-mark: Task Mining is AI-driven and applies machine learning to mine user desktop activity across users to determine automation candidates. The word mining implies nontrivial extraction of previously unknown and potentially useful information from activity data.
Task Capture is human-driven and captures the subject matter expertise and assembles the ideal step-by-step workflow of a known process. Experts can transform siloed knowledge into organizational wisdom by “taking selfies” of their expertise.
Both products can expedite automation by generating PDD without messy manual screenshots or templates and export a skeleton workflow to Studio in seconds.

:grey-question: What is the difference between Process Mining and Task Mining?
:white-check-mark: Task Mining and Process Mining complement each other to generate a holistic view of how work gets done across the organization. Task Mining focuses on user desktop activities. It mines useful information from activity data across users to determine automation candidates. Process Mining helps discover automation potential from information trapped in business systems (like ERP and CRM) and provides a detailed understanding of your complex business processes.

Updated a day ago


FAQs


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.