Skip to main content

Configuration

Requirements

  • Celonis Process Management-Version: Release-Build December 2021 or newer.

Configuring Celonis Process Management

The following steps describe how to set up the usage of the Intrafind Connector in Celonis Process Management. This is usually done by the user who manages your Celonis Process Management instance.

Setting up a new External System

  1. In Celonis Process Management, enter the Admin page of the System Administration and select Configure > Extended configuration.

  2. Create a type for an external system, e.g. “IntrafindConnectorType”:

    1. Enter a name for the new type.

    2. Add the settings file “external_system_types - intrafindconnector.syex” from Celonis Process Management’s Data tab in the “Package” dialog.

    3. Activate the new type.

    4. Click Apply changes.

      IntrafindConnector_ExternalSystemType.png

  3. In Celonis Process Management, go to the External Systems facet of System Administration and create a new external system:

    1. Choose your newly created type from the dropdown and enter an appropriate ID, such as “Intrafind Connector”.

    2. Set the Celonis Process Management Intrafind Connector URL to the web service URL generated during installation.

    3. Set the Token to access the connector to the value defined during installation.

    4. Set the User Role to “Author Access”.

    5. Set the URLs for following Intrafind services:

      • Intrafind Index, e.g. “https://ifinder.example.symbioweb.com:9605/”;

      • Intrafind Search, e.g. “https://ifinder.example.symbioweb.com:9605/”;

      • Intrafind Converter, e.g. “https://ifinder.example.symbioweb.com:9602/”;

      • Ensure all these Intrafind services are running.

    6. Enter “public” in the Intrafind Tenant field unless otherwise directed by Celonis support.

    • NOTE: This tenant is not related to Celonis Process Management’s tenant.

    1. Set the Element Type Filter to the API names of the elements which should be indexed by II, e.g. “[ ”mainProcess”, ”subProcess” ]”.

    2. Set the Attribute Type Filter to the API names of the attributes which should be indexed by II, e.g. “[ ”name”, ”description”, ”links” ]”.

      IntrafindConnector_ExternalSystemType.png

  4. Add the new external system to all storages that should be searchable via Intrafind.

    • For existing storages, you may need to execute “Apply new configuration” on the Admin page to activate new settings.

Conclusion

The connected storages will from now on send their filtered content to Intrafind for indexing. As a Viewer in Celonis Process Management you will be able to search for configured released elements using the Intrafind index.