Creating projects by using custom process apps

You can create a project in IBM Process Mining by using a custom process app. The custom project applies all the process logic and configurations that you previously set up when you created the process app. To generate a project by using a custom process app, complete the actions described in the following sections:

Specifying the project details in process apps

To set up the project details, complete the following steps:

  1. In the Process app page, click Get Started on the Process App tile.

  2. In the Specify the details step, enter the name of your process-mining project in the Name field.

  3. Optional: To link your project to an organization, choose one of the following options:

    • Link to an existing organization: To link your project to an existing organization, select the Use existing organization option and select an organization name from the list in the Organization name field.
    • Link to a new organization: To link your project to a new organization, select the Create new organization option and enter the organization name in the Organization name field.

  4. Click Next to go to the Documentation step.

Viewing the documentation

The Documentation step is visible only if you previously provided documentation in the Provide user guidance step when you created the process app in the Create Process App wizard. For more information on configuring the Provide user guidance step, see Providing user guidance.

In the Documentation step, you can view the documentation you provided for generating a project by using the process app. Click Next to go to the Configuring event logs step.

Configuring event logs

The Configure event logs step is visible only if you added user input fields in the Define user input step when you created the process app in the Create Process App wizard. For more information on configuring the Define user input step, see Defining user inputs.

To configure event logs, complete the following steps:

  1. Enter input in the fields that are marked as requested.

  2. Optional: Enter input in the fields that are not marked as requested.

  3. Click Next to go to the Load your data step.

Scheduling

In the Schedule settings step, you can schedule your projects to automatically fetch new data.

Scheduling process data fetching is optional, and you can complete the process creation without setting a schedule for the process. If you do not schedule process data fetching when you create the process, you can schedule it later in the Manage tab of your process page. To learn how to set a schedule in the Manage tab, see Scheduling process data fetching in process apps.

Scheduling provides the opportunity to refresh your data sources either by replacing or incrementally updating existing data:

  • If you choose replacement method, the existing data source gets replaced, and new data sources are processed based on your requirements. You can either choose how frequently your data is replaced or use a calendar to set a preferred timing for data replacement.

  • If you choose incremental update method, a new version of the existing data source is added to the project data source.

For more information, see Scheduling processes by using custom process apps topic.

Replacement method

To schedule process data fetching with the replacement method, complete the following steps:

  1. In the Schedule settings step, set the Enable a scheduling feature for future updates toggle to Yes.

  2. Select Replace existing data.

  3. Select schedule type.

    • To set the frequency of data replacement:

      a. Select Frequency.

      b. Enter how often should the data be replaced.

    • To set a preferred timing for data replacement:

      a. Select Calendar.

      b. Select the Yearly, Monthly, or Weekly periodicity.

      c. Depending on your previous choice, choose a date, days of the month, or days of the week.

      d. Choose the time and the time zone.

  4. Click Next to go to the Loading your data step.

Incremental update method

To schedule process data fetching with the incremental update method, complete the following steps:

  1. In the Schedule settings step, set the Enable a scheduling feature for future updates toggle to Yes.

  2. Select Incremental update.

  3. Set a preferred timing.

    a. Select the Yearly, Monthly, or Weekly periodicity.

    b. Depending on your previous choice, choose a date, days of the month, or days of the week.

    c. Choose the time and the time zone.

  4. Click Next to go to the Loading your data step.

Loading your data

The Load your data step is visible only if you previously set the Is your user required to upload a file with their own data? toggle to *Required in the Define user input step in the Create Process App wizard. For more information on configuring the Define user input step, see Defining the user inputs.

To load the extracted data from your enterprise application to IBM Process Mining, complete the following steps:

  1. In the Load your data step, drag or upload the data file in the .zip format in the Add files by using drag and drop section.

The maximum file size that you can upload is 125 MB.

  1. Ensure that the file finished uploading and that the process app validated the data.

  2. Click Next to go to the Generate your process-mining project step.

Generating your process-mining project

The process app starts generating the project when you click Next in the Load your data step. You can see the progress of project generation by looking at the progress bar and by viewing the status of the following steps in project generation:

  • Transforming your data
  • Generating event log
  • Applying default analysis
  • Finalizing the project

The status can be PENDING, IN PROGRESS, COMPLETED, and ERROR. When all steps are marked as COMPLETED, click Finish to go to the Projects tab in the Assets page. You can also exit the process app wizard while project generation runs in the background. When the process app completes the project generation, you can view the new project in the Projects tab.