Process Intelligence Documentation
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User Documentation
  • Process Intelligence
  • 🟪Using Process Intelligence
    • Getting Started
    • Dashboard
    • Integration with ProcessMaker
  • 🟪Data Collection
    • Introduction to Data Collection
    • Data Collection Studio
    • Data Collection Rules
      • Advanced Examples for Data Collection
        • Handling Overlapping URLs in Screen Mapping
        • Click Activity and Field Edit Tracking for Web Applications
        • OCR-Based Identifier Extraction in Desktop Applications
    • Data Collection with X-Ray
      • Working with X-Ray Desktop Tool
      • Example of the X-Ray Workflow
    • Training Data Studio
    • Introduction to Testing
  • 🟪Configuration
    • Service Deployment
    • System and Network Requirements
    • Silent Distribution by IT
    • Chrome Extension
    • Windows Plugin Manual Installation
    • Uninstallation and Cleanup
    • User Roles and Permissions
  • 🟪Architecture
    • Process Intelligence Architecture
    • Architecture Diagrams
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On this page
  • Key Benefits
  • Installing the PI Chrome Extension
  • Windows Agent vs. Chrome Extension
  • Accessing Collected Data
  • Disabling or Uninstalling the Extension
  1. Configuration

Chrome Extension

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Last updated 4 months ago

The Process Intelligence (PI) Chrome Extension is a lightweight, browser-based solution designed to simplify task mining for web applications. As an alternative to the Windows Agent, it ensures quick setup and cross-platform compatibility, supporting both Windows and Mac operating systems.

Key Benefits

  • Cross-Platform Compatibility: The Chrome Extension extends functionality beyond Windows, enabling Mac users to seamlessly participate in task mining activities.

  • Quick and Easy Setup: Available in the , the extension can be installed and configured quickly, enabling rapid deployment and testing.

  • Platform for Browser-Based Features: This extension lays the groundwork for new ProcessMaker features that integrate directly within your web browser environment.

Important: Do not use the Chrome Extension and Windows Agent simultaneously, as they are designed to operate independently.


Installing the PI Chrome Extension

Follow these steps to install the Chrome extension:

  1. Download and install the extension from the .

  2. Contact your PI Admin to obtain your invitation token.

  3. Open the extension settings, paste the token into the License Token field, and click Apply.

  4. Verify the connection by checking that the Data Collection Status indicator turns green.


Windows Agent vs. Chrome Extension

The table below highlights the key differences between the Windows Agent and the Chrome Extension:

Feature
Windows Agent
Chrome Extension

Installation Source

Downloadable MSI from Admin Panel

Chrome Extension Store

Setup Method

IT-managed or by end users

User-managed installation

Supported Systems

Desktop and web applications

Web applications only

Supported Browsers

Chrome, Edge, Opera, Firefox

Chrome and Edge

Supported Operating Systems

Windows 11

Windows and MacOS

Process Identifier Collection

Title, URL, or Metadata

Title or URL

X-Ray Functionality

Yes

No

Application Catalog

Full

Manual refresh required

Heartbeat Monitoring

Yes

No


Accessing Collected Data

Follow these steps to review the data sent to the PI Cloud:

  1. Open the Extensions menu in your browser.

  2. Click the Service worker option to access the DevTools Console.

  3. The console will display logs of the collected process data.


Disabling or Uninstalling the Extension

Follow these steps to pause or remove the Chrome Extension:

  1. Go to your browser’s Extensions menu.

  2. Disable the extension or remove it like any other browser extension.

Disabling the extension immediately stops data collection.

🟪
Google Chrome Extension Store
Google Chrome Extension Store