Navigating Infor Process Intelligence

You can start the Infor Process Intelligence application from the Application Menu in the top-left corner in the Infor OS Portal or in Infor Concierge.

In Infor Process Intelligence, you can navigate by using the application menu. Use the menu icon to open and close the application menu.

This table gives an overview of the available menu options:

Icon Menu option Application Role Description
Processes Process Viewer IPI-ModelerViewer

IPI-ModelerDesigner

IPI-ModelerAdmin

This is the default landing page. You can see an overview of the business process content available for your industry. Within this application section, you can navigate to see the details of each process model.
Process Designer Process Designer IPI-ModelerDesigner

IPI-ModelerAdmin

This menu option is available only with the process modeling license. Use the functionality in this section of the application to create process maps and BPMN models and organize these in folders.
Process Insights IPI-MiningInsightsViewer

IPI-MiningInsightsDesigner

IPI-MiningAdmin

This menu option is available only with the process mining license. Within this application section, you can navigate to see the process insights.
Process Mining IPI-MiningInsightsDesigner

IPI- MiningDataEngineer

IPI-MiningAdmin

This menu option is available only with the process mining license. Use the functionality in this section of the application to create or edit mining definitions, to load the data, and to define insights.
Process Mining/Data Definition IPI- MiningDataEngineer

IPI-MiningAdmin

This menu option is available only with the process mining license. Use the functionality in this section of the application to create industry-specific metadata definitions.
Process Mining/Data Load Management IPI-MiningInsightsDesigner

IPI- MiningDataEngineer

IPI-MiningAdmin

This menu option is available only with the process mining license. Use the functionality in this section of the application to load data into the process mining application.
Process Mining/Insights Designer IPI-MiningInsightsDesigner

IPI-MiningAdmin

This menu option is available only with the process mining license. Use the functionality in this section of the application to create or edit process insights.
Document Generation Document Generation IPI-ModelerDesigner

IPI-ModelerAdmin

This menu option is available only with the process modeling license. On this page, the administrator or the designer can generate reports for selected folder content by using predefined document templates.
Registry Registry IPI-ModelerDesigner

IPI-ModelerAdmin

IPI-MiningAdmin

On this page, the administrator or the designer can add entries to predefined categories.
Modeling Configuration Configuration IPI-ModelerAdmin

IPI-MiningAdmin

This menu option and its subpages are available only for administrators.
Configuration/Categories IPI-ModelerAdmin

IPI-MiningAdmin

On this page, the administrator can create and update categories to organize the registry entries for reuse and to store translations of the text values used in the diagrams. This page is available only with the process modeling license.
Configuration/Images IPI-ModelerAdmin On this page, the administrator can add or import images into Image Library type categories. This page is available only with the process modeling license.
Configuration/Custom Attributes IPI-ModelerAdmin On this page, the administrator can create and update custom attribute definitions, which can be used in Process Maps and BPMN Models. This page is available only with the process modeling license.
Configuration/Navigation Configuration IPI-ModelerAdmin Use this page to define the URL templates for the applications that support drilling to their screens from the process map or BPMN diagrams.
Settings Settings IPI-ModelerAdmin

IPI-MiningAdmin

This menu option and its subpages are available only for administrators.
Settings/Permissions IPI-ModelerAdmin

IPI-MiningAdmin

Use this page to define permissions that restrict access to the industry content folders for viewer and designer users. The feature to define design access to Process Designer and Registry features is available only with the process modeling license.
About About IPI-ModelerViewer

IPI-ModelerDesigner

IPI-ModelerAdmin

IPI-MiningInsightsViewer

IPI-MiningInsightsDesigner

IPI- MiningDataEngineer

IPI-MiningAdmin

Click About to view application information and the version number.

In this user guide, the Processes Viewer, Process Designer, Process Insights, Process Mining, Registry, and Document Generation application sections are described.

For details about the Configuration and Settings application sections, see the Infor Process Intelligence Administration Guide.