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Selecting the data source

You can use a sample dataset, upload a dataset with .csv files, or load data using an extractor. The data is loaded after you have created the new process app.

important

For performance and security reasons, it is strongly recommended to use a small dataset for app development and testing data transformations. The development dataset is used for testing the data transformations. It does not affect the data displayed in the dashboards of the published process app. Once your app is ready to be used by business users, you can publish the app and load new data for use in the published process app.

  1. Select the applicable option for your data source.
  2. Select Next.

Use Theobald extractor​

note

Use Theobald extractor is the recommended option for process apps that use a SAP source system.

If you selected an app template that uses a SAP source system, the Use Theobald extractor option is the default option for loading data.

You can copy the details for use in the extractor in the Upload data using Theobald step later in the app creation process. Refer to Finishing the app creation.

Refer to Loading data using Theobald Xtract Universal for more information.

Use CData extractor​

note

The Use CData extractor option is the default option for app templates that use a source system that is supported by CData.

You can copy the details for use in the extractor in the Upload data using CData step later in the app creation process. See Finishing the app creation.

Refer to Loading data using CData Sync for more information.

Use on-premise data extractor​

The Use on-premise data extractor option is only available for process apps created from:

  • an SAP source system app template.
  • a Custom process app template.
  • an Event log app template.

You can select the Use on-premise data extrator option to load data from your SAP system or SQL database. The UiPath on-premises data extractor is a standalone application that can be installed on your local machine. It will connect to your SAP system or SQL database and extract data from it. Refer to Loading data using the UiPath data extractor for more information.

  1. In the Connection step, select the data source created with the UiPath on-premises data extractor, and select Next.
  2. In the Extraction settings, configure the Date range for the extraction, then select Next. The Extraction tables page opens, displaying the list of tables that are defined in the app template, which are extracted by default.
  3. Configure the Extraction tables and, optionally, add new tables. Check out Mapping input tables.
  4. Select Next.
  5. Configure the Extraction fields and, optionally, add new fields. Check out Mapping input fields.
  6. Select Next.

Use sample data​

The Use sample data option is only enabled if sample data is available for the process app.

Upload data​

It is also possible to upload data using .csv files.

warning

For large amounts of data, it is recommended to use CData Sync or Theobald Xtract Universal (for SAP) to upload data. You can also use the DataUploader to upload data files up to 5TB each directly into a Process Mining process app.

Upload your data files and map your input data to the expected data model.

Upload your data files and map your input data to the expected data model. Make sure the data is in the required format for the app template you use. Table names and field names are case-sensitive - field names (column headers) in your dataset must match the field names listed in the input tables, and file names must match the table names. Refer to App Templates for details.

Check out Mapping input tables and Mapping input fields for more information.

Upload data using extractor​

note

When loading data using an extractor, the data is loaded into a blob store. Therefore, when loading data, Process Mining Automation Cloud™ cannot check the IP-address. This means that if IP Restriction is set up for your tenant, it will not be enforced when loading data using an extractor from a machine that is not in a trusted IP range, and the data is uploaded to Process Mining.

You can copy the details for use in the extractor in the Upload data using extractor step later in the app creation process. Refer to Finishing the app creation.

Upload data using direct connection​

The Upload data using direct connection option is available for process-specific app templates that use a ServiceNow or Salesforce source system, as well as for the Event log and Custom Process generic app templates if you want to set up a direct connection to ServiceNow or Salesforce. It is the default option for app templates that use a source system for which a direct connection is available. This option requires access to Orchestrator and Orchestrator folders to create or read Integration Service connections.

Prerequisites​

Upload data using a direct connection uses Integration Service connections. This implies that you need to have:

  • a license for Integration Service;
  • Integration Service enabled on your tenant;
  • access to Orchestrator and Orchestrator folders.

Integration Service connections are restricted by folder. If you want to use a connection from a specific folder, you need to have access to that folder in Orchestrator to see it in Process Mining. If you create a new connection from Process Mining, this connection is created in your personal workspaces in Orchestrator.

Refer to the Integration Service guide for more information on Integration Service licensing and Integration Service connections.

Setting up a direct connection​

You can set up using a direct connection to your source system from the Selecting the data source step instead of setting up a connection using CData Sync.

The Upload data using direct connection option loads data in to your process app directly from the source system.

Follow these steps to set up a direct connection to the source system:

  1. Select the Upload data using direct connection option. The source system used for the app template displayed.
  2. Select Connect. A new browser tab is opened where you can enter the authentication details for the connection.
    note

    If you are using a process specific app template, make sure the user credentials have access to the default list of tables and fields specified in the app template. Refer to App Templates for details.

Refer to Loading data using direct connection for more information and a detailed description on how to set up a connection for a specific source system.

Troubleshooting​

Refer to Integrated extractors in the Basic troubleshooting guide.