SSWR2IP_2.2.0 - Documentation Index

Table of Contents

• Release notes
  • What's new
  • Known issues
  • Resolved issues
  • Deprecated and removed components
  • Version dependencies
  • Supported languages
• Getting started
  • What is IBM Process Mining?
  • Accessing IBM Process Mining
  • What to do next
• Installation
  • Installing on Linux non-containerized environments
    • Planning the installation
      • IBM Process Mining packages
      • System requirements
      • Supported platforms
      • Self-certificates
      • Ports and protocols
    • Installation and configuration
      • Installing and configuring IBM Process Mining
        • Basic setup
        • Advanced configurations
          • Databases
            • Installing PostgreSQL
            • Optional: Installing MonetDB
          • Advanced setup
          • SSO integration
            • LDAP authentication
            • SAML authentication
            • OAuth authorization
          • License metering service
          • Customizing limits for usage details
        • Accessing application log files
      • Installing Task Mining (optional)
        • Basic setup
        • Additional configuration
          • Setting SSL configuration on NGINX
          • Setting firewall rules
          • Importing certificates
        • Installing Task Mining agent
      • Scaling and high availability
    • Validating the installation
    • Monitoring health of IBM Process Mining
  • Installing on Red Hat OpenShift Container Platform environments
    • Planning the installation
      • Installation options
      • Supported architecture
      • License requirements
      • System requirements
      • Ports and protocols
      • Deployment profiles
      • SSL certificates
    • OLM installation and configuration
      • Online installation
        • Accessing Process Mining images
        • Installing IBM Process Mining operator
          • Installing the operator with command lines with IBM Cloud Pak® for Business Automation
          • Installing the operator with command lines without Cloud Pak
            • Installing IBM Redis
            • Installing IBM Licensing or Usage Metering Service
        • Creating the IBM Process Mining Operand
      • Air-gapped installation (offline)
        • IBM Catalog Management Plug-in for IBM Cloud Paks
        • Installing IBM Process Mining by mirroring Cloud Pak images to a private container registry
          • Preparing a host
          • Creating registry namespaces
          • Setting environment variables and downloading CASE files
          • Mirroring images to your private container
          • Mirroring images to the final location
          • Installing IBM Process Mining in Red Hat OpenShift Container Platform
          • Examples
      • Advanced configurations
        • Databases
          • Setting up an external PostgreSQL database
          • Optional: Installing containerized external MonetDB
            • MonetDB Custom Resource Specification
          • Optional: Installing native external MonetDB
        • Custom resource definition (CRD)
        • Storage configuration
        • Scaling deployments
      • Validating the installation
      • Accessing the Process Mining User Interface
    • Helm installation
      • Installing IBM Process Mining with Helm charts
        • Advanced configuration for Helm Charts installation
    • Accessing the application logs
• Upgrade
  • Upgrading in Linux non-containerized environments
    • Upgrading IBM Process Mining
    • Upgrading IBM Task Mining
  • Upgrading in Red Hat OpenShift Container Platform environments
    • Upgrading IBM Process Mining with OLM
      • Upgrading the dependencies
      • Upgrading the IBM Process Mining application
    • Upgrading IBM Process Mining with Helm Charts
• Backup and restore
  • Backing up and restoring data in Linux non-containerized environments
  • Backing up and restoring data in Red Hat OpenShift Container Platform environments
• Process Advisor AI Assistant
• IBM Process Mining user manual
  • Home page
    • Exploring the user profile menu
      • Generating MCP and Rest-API tokens
    • Creating a Process Mining project
    • Cockpits
  • Projects
    • Migrating Legacy projects to IBM Process Mining 2.x
    • Data & Settings
      • Data
        • Data sources
          • Event log
          • Object tables
        • Process selection
        • Data stream
          • Managing a data stream connection
        • Schedule source
          • Uploading files from a cloud storage
          • Managing the connection to a cloud storage
        • Data cleansing
        • Table joins
        • Data quality
        • Attributes
        • End activities
        • Business calendar
        • Process App
      • KPIs
        • Custom metrics
          • Examples of custom metrics
        • KPI benchmarks
      • Cost settings
        • Activity working time
        • Activity costs
        • Resource costs
        • Role costs
      • Project
        • Project defaults
        • Reference model
        • Backup & History
        • Integration & API
        • About
      • AI
    • Process
      • Model
        • Process model
        • Model views
        • View options
        • Downloading the process model
        • Process variants
        • Attribute statistics
        • Model conformance
      • Business Process Modeling Notation (BPMN)
        • Business repository
          • Model types
          • Model editor
      • Statistics
    • Analytics
      • Using dashboards
      • Using widgets
        • Widget types
        • Configuring widgets
          • Widget optimization for data visualization
          • Standard formulas repository
        • Migrating widgets to IBM Process Mining 2.x
    • Action Hub
      • Creating and managing a service
      • Setting a monitor for Process KPI
      • Setting a monitor for Activity KPI
      • Setting a monitor for Analytics widgets
      • Setting a monitor for Activites
      • Setting a monitor for Transitions
      • Managing the monitors
    • Prescriptive
      • Building investigative reports
        • Configuring reports
        • Scheduling reports
        • Focusing the investigation
        • Managing the reports
      • Interpreting the reports
        • Checking KPI conformance
        • Analyzing root causes
        • Exploring recommended actions
        • Assessing the benefits
      • Checking correlations between KPIs
    • What if
      • Simulation
        • Your to-be scenario
      • RPA Candidates
        • Generating an RPA bot
  • Filters
    • Filter types
    • Filter examples
  • Process apps
    • Custom process apps
      • Creating Python logic files for process apps
      • Creating custom process apps
      • Creating projects by using custom process apps
        • Scheduling process data fetching in process apps
      • Managing custom process apps
        • Types of users and permissions in custom process apps
    • Prebuilt process apps
• IBM Task Mining user manual
  • Creating and managing a task mining project
    • Understanding linked and standalone projects
  • Recording user interactions with Task Mining Agent
    • Task Mining Agent compatibility matrix
    • Task Mining Agent plug-ins
      • Creating plug-ins
      • Testing and deploying plug-ins
  • Configuring a task mining project in Task Mining Web
    • Dashboard
    • Obfuscation & Anonymization
    • Task classification
    • Contextual data classification
    • Project configuration
    • Audit
    • RPA Script
      • Script Snippet Library
        • Managing a script snippet library
        • Managing a custom vendor
        • Understanding the pluggable RPA bot generator
• IBM Process Mining Administration manual
  • Managing users
    • User details
  • Managing user groups
    • Default user group permissions
  • Managing authorizations and permissions
  • Managing organizations
  • Managing tenants
  • Viewing usage details
  • Viewing recent activities
  • Monitoring jobs
• IBM Process Mining REST API
• Troubleshooting
  • Troubleshooting IBM Process Mining
    • Troubleshooting Red Hat OpenShift Container platform
    • Troubleshooting application configuration
    • Troubleshooting RPA bot generation in IBM Process Mining
  • Troubleshooting IBM Task Mining
    • Startup checklist
    • Installation troubleshooting
    • Runtime troubleshooting
    • Important notes
    • Troubleshooting RPA bot generation in IBM Task Mining
  • Collecting support information
• References and examples
  • Example: Creating and configuring a project for Jira Ticketing
  • Example: Creating a custom process app for Salesforce opportunity management
  • Example: Configuring a Monitor for various applications
    • Configuring a monitor for IBM App Connect
    • Configuring a monitor for Slack to send messages
    • Configuring a monitor for IBM Cloud Functions
    • Configuring a monitor for Microsoft Outlook
  • Example: Configuring a connection to IBM Cloud Storage
  • Example: Creating a custom metric to analyze the opportunity management process
• Notices
  • Data privacy
• Glossary