diff --git a/articles/media/process-mining-tutorial/papm-desktop-message-marked.png b/articles/media/process-mining-tutorial/papm-desktop-message-marked.png new file mode 100644 index 000000000..234878931 Binary files /dev/null and b/articles/media/process-mining-tutorial/papm-desktop-message-marked.png differ diff --git a/articles/minit/media/OptionsDownloadCheckMarked.png b/articles/minit/media/OptionsDownloadCheckMarked.png new file mode 100644 index 000000000..b0c46069f Binary files /dev/null and b/articles/minit/media/OptionsDownloadCheckMarked.png differ diff --git a/articles/minit/media/options/options-download-checkmarked.png b/articles/minit/media/options/options-download-checkmarked.png new file mode 100644 index 000000000..bc76fb0f5 Binary files /dev/null and b/articles/minit/media/options/options-download-checkmarked.png differ diff --git a/articles/minit/options.md b/articles/minit/options.md index 1c4ef503d..906993eea 100644 --- a/articles/minit/options.md +++ b/articles/minit/options.md @@ -1,13 +1,13 @@ --- title: Application settings -description: Learn how to change application settings such as user interface language or set where the exported files will be stored in Power Automate Process Mining. +description: Learn how to change application settings such as user interface language or set where the exported files are stored in Power Automate Process Mining. author: rosikm contributors: - rosikm - v-aangie ms.subservice: process-advisor ms.topic: conceptual -ms.date: 07/18/2023 +ms.date: 12/16/2024 ms.author: michalrosik ms.reviewer: angieandrews search.audienceType: @@ -19,13 +19,35 @@ search.audienceType: You can change the application settings in the **Options** tab. -- **Change general settings:** In the **General** tab, change general settings such as the user interface language or set where the exported files will be stored. You can also define the default duration format used for all newly created processes and views. To learn more, go to [View settings](view-settings.md). +- **Change general settings:** In the **General** tab, change general settings such as the user interface language or set where the exported files are stored. You can also define the default duration format used for newly created processes and views. Learn more in [View settings](view-settings.md). -- **Change viewing preferences:** In the **Process explorer** tab, change the default settings for view creation processes. These settings will be used whenever a new process view is created. +- **Change viewing preferences:** In the **Process explorer** tab, change the default settings for view creation processes. These settings are used whenever you create a new process view. -- **Change process map and social chart settings:** In the **Process map** tab, change the default settings for displaying the process map and social graphs, such as spacing between nodes, displaying the start and end nodes, or chart alignment. These settings will be used whenever a new process view is created. +- **Change process map and social chart settings:** In the **Process map** tab, change the default settings for displaying the process map and social graphs, such as spacing between nodes, displaying the start and end nodes, or chart alignment. These settings are used whenever you create a new process view. -- **Change process animation settings:** In the **Animation** tab, change settings for process animation. These settings will be used as default, whenever a new process view is created. +- **Change process animation settings:** In the **Animation** tab, change settings for process animation. These settings are used as default, whenever you create a new process view. + +## Keep and analyze process model in cloud (preview) + +[!INCLUDE[cc-preview-features-top-note](../includes/cc-preview-features-top-note.md)] + +You can decide if the desktop application downloads the process model to your client computer and analyzes it locally, or keeps and analyzes it in the cloud. The second option allows you to eliminate limitations on your local hardware resources. It also allows you to analyze process models that are beyond your local computer capacity. + +[!INCLUDE[cc_preview_features_definition](../includes/cc-preview-features-definition.md)] + +To choose this option, follow these steps: + +1. In the checkbox next to **Keep process model in the cloud (preview)**, place a checkmark. +1. Select **Save**. +1. Restart the application as prompted. + +:::image type="content" source="media/options/options-download-checkmarked.png" alt-text="Screenshot of the 'Options' screen with 'Keep process model in cloud option' checked."::: + +When you check the option, these sections are made: + +- Data storage location +- Automatic download process data +- hidden and not relevant after the application restart ## Related information diff --git a/articles/process-mining-tutorial.md b/articles/process-mining-tutorial.md index eeeb60253..797d47a8c 100644 --- a/articles/process-mining-tutorial.md +++ b/articles/process-mining-tutorial.md @@ -1,14 +1,15 @@ --- title: Get started with the process mining capability description: Learn how to use the process mining capability with sample data in a tutorial. -author: donums +author: rosikm contributors: + - rosikm - donums - v-aangie ms.subservice: process-advisor ms.topic: how-to -ms.date: 07/03/2024 -ms.author: derahonuorah +ms.date: 12/16/2024 +ms.author: michalrosik ms.reviewer: angieandrews search.audienceType: - flowmaker @@ -39,44 +40,29 @@ The sample data in this tutorial is for illustration only and is fictitious. No > If you encounter an error message while attempting to create and analyze a process, it may be due to a missing security role. To resolve this, please contact the administrator of your environment and request that they assign you the **Environment Maker** security role. 1. Sign in to [Power Automate](https://make.powerautomate.com). - 1. Select your environment. - 1. On the navigation pane to the left, select **Process mining**. - 1. In the **Create new process** section, select **Start here**. - 1. In the **Create a new process** screen, enter a process name, and then select **Import data**. - 1. (Optional) Enter a description for your process. - 1. Select **Continue**. - 1. (Optional) Select a Power BI workspace to attach your process to and give your report a name. - 1. Select **Continue**. ## Import data 1. In the **Choose a data source** screen, select **Text/CSV**. - 1. Under the **Connection settings** heading, select **Upload file (Preview)**. - 1. Select **Browse**. - 1. Find and select **SampleData_AP_Refunds_Financial_EventLog.csv**, which you downloaded previously. - 1. Select **Open**. :::image type="content" source="media/process-mining-tutorial/open-sample-data.png" alt-text="Screenshot of the downloaded sample data file."::: 1. If you're asked to authenticate, select **Sign in** and follow the prompts. - 1. Select **Next**. - 1. When you see the power query, which allows you to transform your data, select **Next**. - -1. Match the **Attribute Name** from sample data to the **Attribute Type** as appropriate. In this sample, the data attributes you’ll change are **InvoiceValue**, **Resource**, **StartTimestamp**, **EndTimestamp**, **CaseId**, and **ActivityName**. +1. Match the **Attribute Name** from sample data to the **Attribute Type** as appropriate. In this sample, the data attributes you change are **InvoiceValue**, **Resource**, **StartTimestamp**, **EndTimestamp**, **CaseId**, and **ActivityName**. When you finish, the attribute mapping should look like the following screenshot. @@ -93,12 +79,18 @@ When the analysis process is complete, you see a process map and a dashboard wit Let’s take the analysis of our process beyond KPIs. We use the Power Automate Process Mining desktop app, where you can edit and analyze your processes created in the process mining capability. 1. From the command bar of the analytics report page, select **Download Process Mining app** to download it. - 1. On the toolbar, select the environment from the top right. - 1. Search for the process you created with the process mining capability in Power Automate (**AP Refunds Process**). +1. To display the default view, select **Default**. + + Based on your settings, the process model is: + + - Downloaded to your local computer and analyzed locally + - Kept and analyzed in the cloud (preview). You're notified about the availability of this option with message on top of your application. + + :::image type="content" source="media/process-mining-tutorial/papm-desktop-message-marked.png" alt-text="Screenshot of the 'keep and analyze in cloud' message."::: -1. Select **Default** to display the default view. + Learn more about setting the new option in [Application settings](minit/options.md). You’re ready to use the advanced capabilities of the Process Mining desktop app. @@ -166,7 +158,7 @@ You created two different views. One view shows the paths that have the **Refund 1. From the **Views** dropdown menu, select **Refund w/ Special Voucher** > **Add layer**. - The process map that's created is a comparison of the two views. + The process map that is created is a comparison of the two views. 1. In the **Customize** panel, ensure that **Mean duration** is selected as the metric.