Application role-based access

To access the Infor Process Intelligence application, one of the IPI-ModelerAdmin, IPI-ModelerViewer or IPI-ModelerDesigner security roles is required.

To access the Process Mining module, one of the IPI-MiningAdmin, IPI-MiningViewer, IPI-MiningDesigner, or IPI-MiningDataEngineer security roles is required.

This section describes the functionality available for each role.

Additionally, users with the role Infor-SystemAdministrator have access to all the functionality for all applications in the Infor Ming.le Portal.

Process Modeling role-based access

Note: The Process Designer, Registry, Categories, Images, Registry Tools, and Permissions for Design Access pages are available only with a process modeling license.

This table gives an overview of the application pages accessible from the application menu and the security roles required:

Application Menu IPI-ModelerViewer IPI-ModelerAdmin IPI-ModelerDesigner Infor-SystemAdministrator
Process Viewer check mark check mark check mark check mark
Process Designer x mark check mark check mark check mark
Document Generation x mark check mark check mark check mark
Registry x mark check mark check mark check mark
Configuration/Categories x mark check mark x mark check mark
Configuration/Images x mark check mark x mark check mark
Configuration/Custom Attributes x mark check mark x mark check mark
Modeling Configuration/Navigation Configuration x mark check mark x mark check mark
Configuration/Registry Tools x mark check mark x mark check mark
Settings/Permissions x mark check mark x mark check mark
About check mark check mark check mark check mark

This table describes the functionality of each menu option:

Menu option Description
Process Viewer This is the default landing page enabling a user to see an overview of the available industry business processes content. Inside this application section, the user can navigate to see the details of each process model.
Process Designer On this page, the user can view and create industry content by using the Process Map Designer and the BPMN Modeler to create diagrams. The content is organized in folders and subfolders.
Document Generation On this page, you can generate end-user documentation as DOCX or XSLX files for the selected content, based on predefined document templates. To use this feature, you must have the IPI-ModelerAdmin or IPI-ModelerDesigner security role as well as the IDM-User security role.
Registry This page displays the categories and subcategories and their entries. Users can add or edit the category entries if they have the required permissions.
Configuration/Categories On this page, you can define categories and subcategories.
Configuration/Images On this page, you can upload images into image libraries.
Configuration/Custom Attributes On this page, you can define custom attributes to be used in Process Maps and BPMN Models.
Configuration/Navigation Configuration On this page, you can define the application URL templates and other details needed for screen navigation.
Configuration/Registry Tools This page contains a set of scripts that can be used to declutter and organize the registry data. Each script is represented as a tile and can be run independently.
Settings/Permissions On this page, you can view, import, and export permissions that restrict the visibility of the content folders based on security roles.

The permissions are defined at the level of a main folder, by mapping one folder name to one security role name. For a user with design access, restriction permissions can be defined for categories.
About Click About to see a dialog box with application information and version number.

Process Mining role-based access

This table gives an overview of the application pages accessible from the application menu and the security roles required for Process Mining:

Application Menu IPI-MiningInsightsViewer IPI-MiningInsightsDesigner IPI-MiningDataEngineer IPI-MiningAdmin Infor-SystemAdministrator
Process Insights check mark check mark x mark check mark check mark
Process Mining/Data Definition x mark check mark check mark check mark check mark
Process Mining/Data Load Management x mark check mark check mark check mark check mark
Process Mining/Insights Designer x mark check mark x mark check mark check mark
About check mark check mark check mark check mark check mark
Note: Users with IPI-MiningAdmin roles must have access to the Categories and Registry application pages to use the shared functionalities between the two modules of the application. When giving a IPI-MiningAdmin role to a user, you must also give the user the IPI-ModelerAdmin role.

Users with IPI-MiningDataEngineer roles or with IPI-MiningInsightsDesigner roles must have access to the Registry as well. When giving one of this roles to a user, you must also give the user the IPI-ModelerDesigner role. Additionally, to be able to access the desired categories, you must set up Registry permissions on the Settings/Permissions menu for the IPI-ModelerDesigner role. See Design Permissions for more details about permissions.

This table describes the functionality of each Process Mining menu option for:

Menu option Description
Process Insights On this page, the user can view, filter, and analyze the data of the process insights.
Data Definition On this page, the user can create industry-specific metadata definitions.
Data Load Management On this page, the user can load the transactional data into the database by using the metadata definitions to transform the data into a process mining format.
Insights Designer On this page, the user can create or edit process insights.