Uploading files from a cloud storage

Use the following links to learn how to upload files from a cloud storage:

Uploading a single file from a cloud storage

You can use the Data source menu on the Manage tab and the Create a process-mining project wizard on the Home page to upload only a single file from the cloud storage. To upload multiple files based on a pattern, see the Creating a new data connection and scheduling a pattern wise file upload from a cloud storage topic.

Creating a new data connection from the cloud storage

You can use the following steps to upload a single file from the cloud storage on the Data source menu:

  1. Open a project, and go to Manage > Data source.

  2. In the Upload data source section, click the down arrow (down-arrow), and then click Upload file from a cloud storage.

New connection creation

  1. On the Establish a connection page of the Upload data source from a cloud storage wizard, click Connect to a cloud storage to create a new connection.

    ⓘ Note: You can also create a connection using an exiting storage connection. To do so, on the Establish a connection page of the Upload data source from a cloud storage wizard, click Use an existing cloud storage connection to create a data connection from the existing list of connections, and then click the required storage connection.

  2. On the Connect to a cloud storage page, do any one of the following steps:

    • To create a connection to IBM Cloud® Object Storage, click IBM Cloud® Object Storage, and then do the following steps:

    i. In the Name field, type a name for the connection.

    ii. Optional: In the Description field, type a description for the connection.

    iii. In the Bucket name, Location, Bucket instance CRN, Public endpoint, and Api key fields provide the values as indicated in the IBM Cloud® Object Storage instance. For more information on how to locate the values, see Example: Creating a new data connection to IBM Cloud® Object Storage.

    • To create a connection to AWS S3, click AWS S3, and then do the following steps:

    i. In the Name field, type a name for the connection.

    ii. Optional: In the Description field, type a description for the connection.

    iii. In the Bucket name, Region, Access key, and Secret key fields provide the values as indicated in the AWS S3 instance.

    • To create a connection to Azure Blob Storage, click Azure Blob Storage, and then do the following steps:

    i. In the Name field, type a name for the connection.

    ii. Optional: In the Description field, type a description for the connection.

    iii. In the Container name, Account name, and Account key fields provide the values as indicated in the Azure Blob Storage instance.

  3. On the Establish a connection page, click Next.

    Connect page

    ⓘ Note: If the connection information is not valid, then the Error creating client for name of the cloud storage provider, verify connection parameters message appears.

  4. On the Select and upload a file page, select the file that you want to upload, and then click Upload.

    File selection

ⓘ Note: You can use the following options to allow the system to search for files:

  • Current path: When you select Current path, all the files in the mentioned path are displayed.

  • Everywhere: When you select Everywhere, all the files in the cloud instance are displayed in the table.

Both the Current path and Everywhere options applies not only to the files that is displayed in the table but also to the Search feature.

Uploading multiple files from a cloud storage using patterns

Creating a new data connection and scheduling a pattern wise file upload from a cloud storage

You can schedule to upload multiple files to the IBM Process Mining application using the Schedule source menu on the Manage tab.

You can use the following steps to schedule a multiple file upload:

  1. Open a project and then go to Manage > Schedule source.

  2. On the Schedule source page, click Add schedule source.

  3. On the Establish a connection page of the Create schedule source retrieval from cloud storage wizard, click Connect to a cloud storage to create a new connection.

    ⓘ Note: You can also create a connection using any one of the existing storage connections. To do so, click Use an existing cloud storage connection, and then click the connection using which you want to create the new storage connection, and then click Next.

  4. On the Connect to a cloud storage page, do any one of the following steps:

    • To create a connection to IBM Cloud® Object Storage, click IBM Cloud® Object Storage, and then do the following steps:

    i. In the Name field, type a name for the connection.

    ii. Optional: In the Description field, type a description for the connection.

    iii. In the Bucket name, Location, Bucket instance CRN, Public endpoint, and Api key fields provide the values as indicated in the IBM Cloud® Object Storage instance. For more information on how to locate the values, see Example: Creating a new data connection to IBM Cloud® Object Storage.

    • To create a connection to AWS S3, click AWS S3, and then do the following steps:

    i. In the Name field, type a name for the connection.

    ii. Optional: In the Description field, type a description for the connection.

    iii. In the Bucket name, Region, Access key, and Secret key fields provide the values as indicated in the AWS S3 instance.

    • To create a connection to Azure Blob Storage, click Azure Blob Storage, and then do the following steps:

    i. In the Name field, type a name for the connection.

    ii. Optional: In the Description field, type a description for the connection.

    iii. In the Container name, Account name, and Account key fields provide the values as indicated in the Azure Blob Storage instance.

  5. On the Establish a connection page, click Next.

    ⓘ Note: If the connection information is not valid, then the Error creating client for name of the cloud storage provider, verify connection parameters message appears.

  6. On the Select files page, select the folder path from which you want to upload the files, and then click Next.

    ⓘ Notes:

    • To select a file, you need to click the folder link and then use the glob patterns to select the required set of files or files.

    • In the following figure, note that the * pattern is used to select the set of files.

    Select files page

  7. On the Scheduling page, set the time interval at which the system must upload the file, and then click Create. The created storage connection is displayed on the Schedule source page.