Navigating the Apromore Portal

The Apromore Portal is the first and primary interface that users access. One can navigate the workspace folders and perform various actions through the available plugins. This introduction covers the basics of the Apromore Portal.

Please refer to the various entries in the user guide for specific plugins information and capability.

To view the Apromore portal, log in using valid credentials.

The Apromore Portal appears after successfully logging in.

Once logged in, we can explicitly log out by going to the user menu and clicking Sign out. However, after 30 minutes of inactivity, the session will automatically expire, consequently logging us out. Five minutes before this timeout, a pop up window displays the remaining time before the session expires. We can click on the pop up window to keep the session alive or log out.

The workspace folder structure/folders tree is on the left-hand side of the portal window in the My workspace area. We can expand/collapse individual folders by using the arrow icon next to each folder.

We can also expand/collapse all folders at once using the two icons located on the top-right of the folders tree.

We can also view recently added files by clicking Recent icon.

We can also star certain files (or add them to favorite) so that we can quickly refer to them later. To add a file to favourite, right-click the file, and click the star icon.

When we star a file, the file will appear in Favourites irrespective of its path. To view your starred files, click star icon in My Workspace.

The central area of the portal contains the file view. The file view shows folders, process models (represented by a flowchart icon), and event logs (represented by a logbook icon). We can view the files either in grid or list format.

We can see the details such as version, last update time, the description and the owner of a process model in the Details view.

Note

The Details view is populated only when a process model is selected

We can double-click on a process model to edit it using the BPMN 2.0 standard in the BPMN Editor. Likewise, we can also double-click on an event log to analyze the process map or BPMN model from the selected log in the Process Discoverer.

We can access the user guide from the question mark button on the top-right corner of the Portal.

The File Menu Bar

The file menu bar provides access to the various process mining and process model manipulation options in Apromore.

A. Reload data B. Upload file C. Download file D. Create data pipeline E. Manage data pipeline F. Select all G. Select none H. Cut I. Copy J. Paste K. Create folder L. Create model M. Rename N. Delete O. Manage users P. Manage access rights Q. Share file or folder R. Manage calendars S. Manage cost centers T. Manage KPIs

Share File/Folder

To share an individual file/folder, select the file and click on the Share file or folder button.

Access Rights

To view a comprehensive list of all the files and folders along with the users and access rights, click on the Manage Access Rights button.

Note

Only a user assigned to the administrator or superuser role can access the Access Rights Management functionality

Manage Users and Groups

To manage different users and groups, click on the Manage users and groups button.

Note

Only a user assigned to the administrator or superuser role can access the Manage users and groups functionality

Rename File/Folder

To rename a file or folder, select the file or folder and click Rename button .

Alternatively, we can right-click the file or folder and click the Rename button .

Enter the file/folder name and click OK.

To change the name back to the previous one, click on Reset.

Delete File/Folder

To delete a file/folder, select the file or folder and click the Delete button .

Note

If a process model has multiple versions, the model with the latest version is deleted

Cut/Copy/Paste files

To copy a log/model, select it and click on the Copy button.

Paste the log/model in the desired directory by clicking on the Paste button.

To move a log/model, select it and click on the Cut button and then paste the log/model to the desired directory.

Tip

Alternatively, we can drag and drop a log/model to move it.

Warning

When a file is moved to a different directory, we get a pop up window informing us that the file will inherit the access rights of the new directory.

Search File/Folder

We can search for specific folders or files by entering keywords in the textbox. The results appear in the file view.

User Menu

To check Apromore’s version number, change the password and sign-out, click the User menu icon in the top-right corner.

To report a bug or any other problem related to Apromore, select Report Issue from the user menu drop-down.

Note

If possible, please mention the steps you performed that led to the issue and also attach the related event logs, models and screenshots so that the Apromore team can quickly and effectively address the issue.