Projects

The Projects tab is an overview of your projects and processes. Your projects are organized according to the organization that they belong to.

You can use the following options on the header of the Projects tab:

Filter projects by

You can filter the tab by organization, owner, or data source.

Find project

You can search the projects you have access to.

Start from a process app

You can choose a process app to create a process mining project with. For more information, see Process apps.

Create a project

You can create a project. For more information, see Creating a Process Mining project.

Import organization

You can import a complete organization backup in an .idp format. The imported backup includes:

All NextGen projects with their IDP backup files
Object tables and table joins metadata
Schedule sources for object tables
Event logs and object table data (if included in the backup)

After importing an organization backup, you can restore project configurations and repopulate data by re-triggering schedule sources or re-uploading event logs.

For more information about project and organization backups, see Backup & History.

Manage services

You can view all services that are created for a process. For more information, see Managing a service.

Manage connections

You can view, edit, and delete already created connections. For more information, see Editing and deleting the connection.

Organization section overview

Each organization gives you an overview of the following features:

Projects: You can view and enter the projects that were created within the chosen organization. For more information, see Projects tab.
Monitors: You can view monitors that were created for a process within the chosen organization. You can run a Monitor or disable it. For more information, see Action hub.
Object tables: You can view object tables that were created in a project within the chosen organization. Click Manage object tables from the drop-down menu on the header to edit your object tables. For more information, see Object tables.
Data streams: You can view the integrated data streams that were set up for the chosen organization. For more information, see Data streams.
Schedule sources: You can view the sources from a cloud object storage that were connected with the chosen organization. For more information, see Schedule sources.

Organization section options

You can use the following options on the header of each organization group:

Manage organization: You can search and delete organization members. For more information, see Managing organizations.
Business repository: You can go directly to the BPMN editor of the chosen organization. For more information, see Business repository.
Create a project: You can create a project that will have a preselected organization. For more information, see Creating a Process Mining project.
Manage object tables: You can create a new object table or append to an existing one. For more information, see Object tables.
Table joins: You can select tables and join them. For more information, see Table joins.
Export backup: You can export a comprehensive backup of your organization to an .idp file. This "one-shot" backup solution enables you to recreate your entire organization with all its projects and configurations. For more information, see Organization backup.

Organization backup

An organization backup provides a comprehensive solution that includes all projects and organization-level resources in a single package. This enables you to recreate an entire organization with all its projects and configurations.

What's included in the organization backup:

All NextGen projects with their IDP backup files
Object tables metadata
Table joins metadata
Schedule sources for object tables
Event logs and object table data (when below size threshold)

Important: Organization backups exclude legacy projects. Only NextGen projects are included in the backup package. If you need to preserve legacy project data, migrate them to NextGen or export them separately before creating an organization backup.

Organization backup details

Schedule sources for object tables are automatically backed up at the organization level. After restoring an organization backup, object table data (which is not included in the backup) can be fully repopulated by re-triggering the schedule sources. This ensures that your data connections are preserved and can be used to reload data after restoration.

During the export process, the UI displays the estimated organization export size. If the total export size exceeds the defined Data size threshold, you will be informed that the data will not be exported due to size limitations. The organization structure, configurations, and metadata will still be exported.

After importing an organization backup without data, you can repopulate the data by doing the following actions:

Re-uploading event logs manually
Re-triggering schedule sources for object tables
Reactivating data streams

Exporting an organization backup

Do the following steps to export an organization backup:

Navigate to the Projects tab.
Locate the organization you want to back up.
Click the drop-down menu on the organization header.
Select Export backup.
Review the estimated export size and any warnings about data inclusion.
Confirm the export to download the .idp file.

After exporting, you can import this backup to recreate the organization in another environment or restore it after a system migration.

For more information about project backups, see Backup & History.

Organization management options

Rename organization: If you are the owner of the organization, you can update the title of your organization. Only organization's title is changed, the organization key remains the same.
Delete organization: If you are the owner of the organization, you can delete the whole organization.
Warning: By deleting the organization, you also delete all the projects in this organization. This process cannot be reversed.

Project options

Process details: You can view the details such as API account, Project Key, Organization Key, and API key.
Rename process: If you are the owner of the project, you can update its title. Only the project's name is changed, the project key remains the same.
Delete process: If you are the owner of the project, you can delete it.