Creating, viewing, and deleting a process
This document includes the following sections:
Create a process
To create a process event, do the following steps:
-
In the workspace, click Custom process.
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On the Process detail page of the Create process wizard, do the following steps:
a. In the Process name box, type the name of the process.
b. Use one of the following steps:- To align the process to use an existing organization, click Use existing organization, and then select the organization from the Find an organization box.
- To align the process to a new organization, click Create new organization, and then in the Organization name box, type the name for the organization.
c. Click Next.
- To align the process to use an existing organization, click Use existing organization, and then select the organization from the Find an organization box.
-
Click Add file on the Data source page to add a data source for the process.
ⓘ Note:
- You must ensure that the file format of the data source is raw or compressed. In other words, the format of the file must be
.zip
,.gz
,.csv
, or.xes
. - The name of the data source file should adhere to the UTF-8 standards. If you are adding a
.zip
file, then the name of all the files in the.zip
file should adhere to the UTF-8 standards. - You can also use the Drag and drop file here or click to upload link to add data sources to IBM Process Mining.
- You can add more than one data source to IBM Process Mining. However, you must ensure that the number of columns and format are consistent between the data sources.
- Before uploading the file, you can format the date and time information in the file to improve the results of the process analysis. For more information, see Format date and time for process analysis
- You can choose to exclude, include, or delete the newly added data source. For more information, see Exclude, include, or delete a data source in the Create process wizard.
- You must ensure that the file format of the data source is raw or compressed. In other words, the format of the file must be
-
To add a backup file to the process, perform the following steps:
a. Set Use a process configuration backup? to On to upload a backup file.
b. Click Add file to upload a backup (.idp
) file.
ⓘ Note: It is not mandatory to add a backup file when you are creating a process. When you add a backup file, the application automatically maps the data to the respective column headings. If a backup file is not added, then you must manually map the data.
-
On the Data source page, click Next.
-
On the Data mapping page, map the data to the relevant column heading, and then click Next.
ⓘ Notes:
- IBM Process Mining categorizes data mapping to the following three types:
* Required
Indicates the fields that you must map to data for proper functioning of the application, for example, Process ID, Activity, and Start time.
* Optional
Indicates the fields that you can map for better visualization of the process, for example, Process ID (optional), End time, Resource, and Role. For example, to avail the Activity map and Social net features, you must map the fields Resource and Role to the relevant columns.
* Custom
Indicates the fields that you can map for additional clarity, for example, Date, Numeric, Amount, Text, and Integer.
The custom mapping is disabled for reserved column names such as caseid, activity, role, resource, starttime, and endtime.
- You must map the parameter, Process ID, with the column that indicates unique data.
- It is recommended to map the data with all the columns heading to better analyze the process and the subsequent activities.
- To change any one of the mappings, click Clear corresponding to the parameter, and then choose the relevant heading.
- To clear all the mapping, click Clear mapping.
-
On the Time format configuration page, select the time format from the Time format list, and then click Next.
ⓘ Note: In this scenario, you can see that the Use same time format for all dates checkbox is selected. IBM Process Mining also allows you to choose different time formats for time-based mapping performed on the Data mapping page. To avail this feature, you must clear the Use same time format for all dates checkbox. This action displays the following screen and you can then select different time formats.
-
On the Custom configuration page, select the required fields and format for all the custom fields that are selected on the Data mapping page, and then click Create process.
ⓘ Note: The Custom configuration page appears only if you have mapped the data to any of the Custom fields on the Data mapping page.
Exclude, include, or delete a data source in the Create process wizard
You can add more than one data source when creating a process in IBM Process Mining. Likewise, you can choose to exclude, include, or delete a data source from the list of added data sources.
You can use the following steps to exclude, include, or delete a data source:
-
On the Data source page of the Create process wizard, select the checkboxes corresponding to the required data sources.
ⓘ Note: You can select the checkbox in the column header to select all the data sources.
-
In the header that appears, perform any one of the following tasks:
- Click Include to include the data source in the process.
- Click Exclude to exclude the data source in the process.
- Click Delete to delete the data source.
- Click Cancel to stop the process creation.
Note: By default, a newly added data source is included to the process.
View the process details
You can use the following steps to view the details of a process:
-
Do one of the following steps:
-
In the Recent processes section, click the
icon corresponding to the required process.
-
In the All processes section, hover the mouse over the required process, and then click the
icon.
-
-
Click Process details.
-
In the Process details dialog box, view the API credential details of the process, and then click Close.
Delete a process
IBM Process Mining enables you to view all the processes created using the current login credentials or shared under the same tenant. Hence, you can delete a process only if you are the owner of the process. You can delete a process either from the Recent processes section or from the All processes section.
You can use the following steps to delete a process:
-
Do one of the following steps:
-
In the Recent processes section, click the
icon corresponding to the process that you want to delete.
-
In the All processes section, hover the mouse over the process you want to delete, and then click the
icon.
-
-
Click Delete.
-
In the Confirm delete dialog box, type the name of the process in the Type process name to confirm box, and then click Delete.
ⓘ Note:
- The Type process name to confirm box is case-sensitive. Hence, you must type the name of the process in the same way it is provided.
Format date and time for process analysis
Preparing the data source before creating the project for process analysis helps to reduce defects in output and improve the quality of the analysis.
By default, IBM Process Mining formats all dates and time in the event log file as Coordinated Universal Time (UTC). If you use any other time zone and do not specify the time zone in the data source, you might get inaccurate results from the process analysis. To avoid getting inaccurate results, use either of the following approaches to format your date and time logs:
- Convert the date and time log to UTC in the data source.
- Use a date and time format that specifies the time zone in the data source. The recommended formats are as follows:
- General time zone format
For example, 2022-03-09 10:24:56.763 Pacific Time Zone, 2022-03-09 10:24:56.763 PST, 2022-03-09 10:24:56.763 GMT -8:00, where Pacific Time Zone, PST, and GMT -8:00 are the time zone designators. - RFC 822 time zone format
For example, 2022-03-09 10:24:56.763 -0800, where -0800 is the time zone designator with respect to UTC. - ISO 8601 time zone format
For example, 2022-03-09 10:24:56.763 -08, 2022-03-09 10:24:56.763, -0800, 2022-03-09 10:24:56.763 -08.00, where -08, -0800, and -08.00 are the time zone designators with respect to UTC.
- General time zone format