Process Intelligence Documentation
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User Documentation
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
  • Login to Dashboard
  • Password management
  • Data collection by Process Intelligence Dashboard
  • Audit trails
  • Automatic logoff
  1. Using Process Intelligence

Dashboard

The analysis and insights of data collected by Process Intelligence Agents are shown on the Process Intelligence Dashboard for Analyst and Data-viewer users. Admin users can also access the Admin panel where customer and data collection settings are managed.

Login to Dashboard

Dashboard access is controlled through the Admin panel of Process Intelligence Dashboard. Admins can invite, remove and edit user permissions. Invitation email includes the sign-in URL for the dashboard. Customer can find the Process Intelligence Azure Enterprise Application also through the Azure AD Gallery. Users are authenticated using OpenID Connect with Azure AD.

Password management

Customer’s password policy applies when using OpenID Connect with Azure AD and are thus managed by the customer IT.

Data collection by Process Intelligence Dashboard

Dashboard users are identified using Azure AD / Open ID Connect. The required API permissions are:

  • User.Read: Sign in and read current user profile, not all directory users

  • openid: sign users in

  • profile: view current users' basic profile like user name and email

  • offline_access: maintain access to data Dashboard related settings and functionality (e.g., user roles) are linked to the Dashboard users and the email can be used for service notifications. Dashboard use is monitored to provide, operate, maintain and improve the service.

Audit trails

Logins to Process Intelligence Dashboard are logged. The logins and activities of the service provider on the Process Intelligence Platform have an audit trail enabled.

Automatic logoff

Login expires after approximately 15 minutes of inactivity.

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