Creating a process-mining project

To create a process-mining project for your process, follow these steps:

  1. Click the Create a process-mining project on the Home page to go to the 'Create a process-mining project' wizard.

  2. In the Specify the details page:

    1. Type the name of the project.

    2. Follow one of these steps:

      • To link the project to an existing organization, click Use existing organization, and select the organization from the Organization name dropdown.
      • To link the project to a new organization, click Create new organization, and type the name of the organization.

    3. To create the project in IBM Process Mining NextGen engine, set Runtime engine to NextGen engine. To use Legacy engine, set Runtime engine to Legacy engine. Starting from IBM Process Mining 1.15.0, NextGen engine is selected by default.

      For more information on IBM Process Mining NextGen, see the NextGen engine for IBM Process Mining topic.

    4. Click Next.

  3. In the Upload the data source page, click Add file to add a data source for the project.

    • Acceptable file formats are .zip, .gz, .csv, or .xes.
    • All file names must adhere to the UTF-8 standards.
    • You can add more than one data source to IBM Process Mining. Check whether the number of columns and format are consistent between the data sources.

    When creating a project with a CSV file in IBM Process Mining NextGen, you might get the following error message: Empty line required at the end of the CSV file. To fix the problem, enter a carriage return (empty line) after the last record of your file.

  4. Optional: You can add a backup file or reference model when you create a project.

  5. In the Map your data page, map the data to the relevant column heading.

    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 use 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 more clarity, for example, Date, Numeric, Amount, Text, and Integer.
      The custom mapping is unavailable for reserved column names such as caseid, activity, role, resource, starttime, and endtime.

Map the parameter, Process ID, with the column that indicates unique data.
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.

  1. In the Configure the time format page, select the time format for your data source.

    In IBM Process Mining, you can choose a different time format for time-based mapping that is performed in the Data mapping.
    To use this feature, clear the Use same time format for all dates checkbox, and select a different time format.

  2. Optional: In the Custom configuration page, select the required fields and format for all your custom fields from the Map your data.

  3. Click Create project.