Accessing IBM® Process Mining

IBM Process Mining can be deployed in a Red Hat® OpenShift® Container Platform (OCP) environment or in a Linux non-containerized environment. You can also choose the trial option to experience IBM Process Mining at no cost. See the following sections to learn more about IBM Process Mining deployment options and how to access the platform.

Trial experience

IBM Process Mining offers two types of trial options for an initial experience of the application.

  • IBM Process Mining as a Service at no cost for 30 days

    You can use this trial version to get a first-hand experience with IBM Process Mining. This trial version provides access to an environment that is preconfigured with IBM Process Mining and is valid for 30 days. You can use this version to create one process, upload up to 1 million events, and use all the features of the application.

  • IBM Process Mining 6-month Academic Trial

    This trial version is intended for Universities. To get started with the full-featured version of IBM Process Mining at no-cost, educators can sign up for access to an instance and can invite up to 50 students.

Accessing IBM Process Mining in a Red Hat® OpenShift® Container Platform (OCP) environment

In IBM Cloud Pak for Business Automation or any other standalone OCP environment, you can subscribe and access the IBM Process Mining services after you log in to IBM Cloud Paks or the OCP environment along with other subscribed services.

In this configuration, you need to set up and install the server environment on Red Hat® OpenShift® Container Platform (OCP) deployment, and the client environment in a stand-alone deployment.

For more information, see Installing IBM Process Mining in Red Hat® OpenShift® Container Platform (OCP) environment.

As an OCP environment user, you also have access to Passport Advantage Online which can be used to find part numbers for IBM Process Mining and IBM Task Mining. For more information, see Distribution package.

Accessing IBM Process Mining in a Linux non-containerized environment

To access IBM Process Mining in a Linux non-containerized environment, you need to set up and install the server and client environments in a stand-alone deployment.

Download IBM Process Mining through the Passport Advantage Online webpage. It refers to Site Primary (or Secondary) Contact as the customer who purchased an IBM product. The Primary Contact receives a welcome email with a link to download the software from Passport Advantage Online.

Signing in to Passport Advantage Online with Site Primary Contact access

Complete the following steps if you are not the Site Primary Contact and you need to get access to Passport Advantage Online to download the software:

  1. Go to Passport Advantage Online for Customers.
  2. Click Sign in to your PAO Site.
  3. Sign in using your IBMid or create a new IBMid.
  4. In the Site Number box, type the site number that you want to access.
  5. In the Business justification box, type the reason for PAO Site access. The Site Primary Contact verifies the business justification to assign the right role and grant the required application privileges.
  6. Click Submit.

The Site Primary Contact receives an automated email from IBM indicating that a new user wants to have access to the Passport Advantage system.

Signing in to Passport Advantage Online without Site Primary Contact access

Complete the following steps if you are the Site Primary Contact:

  1. Go to Passport Advantage Online for Customers.
  2. On the Passport Advantage Online for Customers webpage, go to Account Management > Manage access.
  3. Select the link for the IBMid associated with the user.
  4. Manage the permissions for users within the site, approve or reject permission requests, and configure access to different options.

For more information, see Installing IBM Process Mining in a Linux non-containerized environment and What is Passport Advantage, and how do I access it?

Logging in to IBM Process Mining

To access the IBM Process Mining application that is hosted on Linux non-containerized environment, you must get a username and password from the Administrator. After receiving the username and password, you can log in to the application by entering the credentials in the Username and Password fields in the Login page.

Note: If you have enabled the two-factor authentication (2FA), you receive a code in the Authenticator application. Enter this code in the Verification code field in the Log in page of IBM Process Mining before logging in. For more information, see the Enable two-factor authentication.

Changing the primary password

When you log in to IBM Process Mining for the first time, you are asked to change your primary password to ensure security. Do the following steps to change your primary password:

  1. Enter your credentials in the Username and Password fields.
  2. Click the Log in button to go to the Change Password page.
  3. Enter the required information in the following fields:
    Username
    Your username is entered in the Username field by default.
    Previous password
    Enter your existing password provided to you by the Administrator.
    New Password
    Enter your new password.
    Confirm new password
    Enter your password again to confirm.
  4. Click the Change password button.

Changing the forgotten password

To change the password when you forget your password, do the following steps:

  1. On the Login page, click Forgot your password?.
  2. Type your username in the Username field and click Get the reset link.
  3. Go to your email inbox and complete one of the following steps:
    • Copy the email token that you received in the email and paste it in the Email token field.
    • Click the Click here to access the login form button in the email.
  4. Type a new password in the New Password field.
  5. Confirm the new password.
  6. Click the Change password button to log in to IBM Process Mining with the new password.