Registry

The Registry section of the application is a shared functionality of the Process Intelligence application by both Process Modeler and Process Mining modules.

The Registry section of the application is displayed if you have a license for process modeling.

The data in the Registry consists of entries organized in categories.

In the Process Modeler module, entries can be used to define business concepts such as activities in a business process, which are described by a title and description. Such entries contain translations for the same activity in several languages. When using an entry with translations from a Process Map or BPMN diagram, you are automatically using its translations as well. See Content translation.

In the Process Mining module, entries can be used to define metadata, such as events, which are described by a title. Such entries also contain translations in several languages. When using an entry with translations in an Insight, you are automatically using its translations as well. See Creating an event.

For the Process Modeler module, users with the IPI-ModelerDesigner or IPI-ModelerAdmin role can use the registry to browse through available categories and add or edit entries. Permission restrictions may apply to users with the IPI-ModelerDesigner role. You cannot add or edit entries of the locked categories, and you cannot edit the locked entries. See Working with locked categories for details.

The modeler administrator defines categories on the Configuration > Categories page and permissions on the Settings > Permissions page. See the Infor Process Intelligence Administration Guide for details.

For the Process Mining module, users with the IPI-MiningAdmin role can use the registry to browse through the available categories and add or edit entries. Users with the IPI-MiningDataEngineer can create or use existing entries directly through the process mining module when defining metadata.

The mining administrator defines categories to be used in Process Mining module on the Configuration > Categories page as well. Permissions to access mining categories must be defined by a modeler administrator. See the Infor Process Intelligence Administration Guide for details.

This table gives an overview of the icons used on the Registry toolbar:

Action Icon Description Related Section
Generate Usage Report Generate Usage Report Creates a CSV export file with a listing of all entries used in process models. Viewing registry entry usage
Import from CSV Import from CSV Imports category entries from a CSV file. Importing and exporting entries
Export to CSV Export to CSV Exports all unlocked category entries to a CSV file. Importing and exporting entries
Delete Delete Deletes one or more selected entries from the selected category. Deleting entries

To work with entries in one category, select the category from the All Categories tree to see its contents. In the details view, the Entries tab enables you to view and edit entries, and the Usage tab shows an overview of how all the entries in this category are used in process models.

This tables gives an overview of the icons used on the Entries tab toolbar:

Action Icon Description Related Section
Sort Sort the entries shown in tiles view. Only one sorting criterion can be applied at a time. The default sorting is by creation or editing date: last updated first.
Filter on status You can choose to see all entries, only used entries, or only unused entries.
Select Enter the multi-select mode. You can select multiple cards and apply an action, such as delete. Individual item actions are not available in multi-select mode.
Cancel Selection Exit the multi-select mode. This action is visible only after Select is clicked once.
Select/Deselect All Select all items in this view. This action is available only in the tiles view and is visible only after Select is clicked once. Click again to deselect all items.
Cut In multi-select mode, this action becomes enabled after you select one or more entries to be moved to another location.

From the More menu of a registry entry tile, select this option to move only this entry.

See also Paste.

Copying and moving entries
Copy In multi-select mode, this action becomes enabled after you select one or more registry entries to be copied to another location.

From the More menu of a registry entry tile, select this option to copy only this entry.

See also Paste.

Copying and moving entries
Paste This action becomes enabled after you use the Cut or Copy action. Click Paste to move or copy the content into the current category. Copying and moving entries