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Celonis Product Documentation

Migrating from Process Analytics to Studio

This article is for team admins who want to migrate from Process Analytics to Studio. If you are an end user of Process Analytics who wants to switch to Studio, see Process Analytics vs. Studio instead.

The migration process has four steps:

  1. Choose your migration method

  2. Migrate assets and permissions

  3. Migrate dependencies

  4. Disable Process Analytics

If you have questions, check the FAQ.

Note

This article is relevant only if you have Process Analytics on your EMS team.

This article is for team admins who want to migrate from Process Analytics to Studio using the migration tool. If you are an end user of Process Analytics who wants to switch to Studio, see Process Analytics vs. Studio instead.

Step 1: Choose your migration method

There are two ways to migrate from Process Analytics to Studio:

  1. Migration Tool (recommended): Migrate everything at once.

  2. Copy to Studio: Migrate one workspace at a time.

Before you migrate, read the article Is the migration tool right for me? to choose the right migration method.

Note

With both the options, you will need to manage permissions and dependencies after the migration to adapt to requirements in Studio.

Step 2: Migrate assets and permissions
Migration Tool

Schedule your migration

  1. In the banner at the top of Process Analytics, click Migrate.

    schedule_migration1.png

  2. On the pop-up that opens:

    1. Read the information.

    2. (Optional) If you want to notify all users by email of the migration, select the checkbox at the bottom.

      schedule_migration2.png

  3. Click Next. On the next screen, choose a permission migration method.

    The method you choose determines how the migration tool will migrate permissions for which there is not an exact Studio match. For more information, see Permission migration methods.

    schedule_migration3.png

  4. Click Finish.

    The banner will indicate that your migration is in queue. To see your migration settings, click View migration details any time before the migration runs.

    schedule_migration4.png

    Note

    To change the migration settings, you must first cancel the migration.

Assign skipped permissions

When your migration is done, you will see the following banner at the top of Process Analytics.

assign_skipped_permissions.png

  1. Click Download report download_report_icon.png to download the migration report. To understand what is in the migration report, see Migration report.

    migration_report.png

  2. Go to the sheet called Permissions - Package.

    permissions_package_tab.png

  3. Filter Migration Status (Column L) on "Skipped".

  4. For each row, decide whether the studio permissions (Column J) that the migration tool has given the user on the space, package, or asset need to be adjusted.

    Example:

    Alice does not have any permissions on the package. You need to decide whether to assign her "Edit package".

    edit_package_permissions.png

  5. (Optional) If the Studio permissions need to be adjusted:

    1. In Studio studio_icon.png, find the package in the navigation panel on the left.

    2. On the package, click three_dots_icon.png > Permissions permissions_icon.png.

    3. Assign the user the correct permissions in the menu that opens.

    4. Click Save.

  6. Repeat steps 3-5 for the sheets Permissions - Space and Permissions - Asset.

  7. Click Mark as complete to let the other admins know that permission assignment is complete.

Copy to Studio
From Process Analytics to Studio
Prerequisites

  • Ensure you have the required permissions (to create new packages etc.).

  • Note that, in addition to the existing permissions on Package and Asset level, permissions can also be given on an individual Space level.

Migration Steps

Step 1:

Right-click the three dots of the workspace and select Copy to Studio from the context menu.

50725516.jpg

Step 2:

Select a Studio Space.

The 'Default' space is always available for you to select.

To create your own custom Space, navigate to Studio and create one. More details on this can be found here.

50725538.png

Step 3:

Write the package name that you want to create in Studio.

50725519.png

Step 4:

You will receive a summary of what is being migrated, clicking Export will export the whole workspace to Studio.

50725522.png

Step 5:

Wait until your package has migrated successfully then click Open Package in Studio to view the migrated workspace.

50725523.png

Video Walkthrough

 

Note

After migrating workspaces from the process analytics to the Studio, all permissions need to be assigned again for the created Studio package.

Note

Migration of Workspaces from the Process Analytics includes all bookmarks that are set in the Analyses.

Step 3: Migrate dependencies

Note

Skip this step if you do not have any Process Analytics dependencies.

Analysis URLs

Replace any Process Analytics URLs you are using, for example in external applications or browser bookmarks.

To replace a shared selections URL:

  1. Recreate the selections in the migrated analysis. You can do this in Studio studio_icon.png or Apps apps_icon.png.

  2. Click the Share icon share_icon.png at the top right of the analysis.

  3. Click copy_icon.png to copy the URL.

  4. Replace the shared selections URL with the copied one.

To replace a public link URL:

  1. On the migrated analysis in the Studio navigation panel, click three_dots_icon.png > Public Link share_icon.png.

  2. Toggle Activate public link on.

  3. Click copy_icon.png to copy the URL and then click Save.

  4. Replace the public link URL with the copied one.

To replace an analysis URL in a button component:

  1. Edit the analysis in Studio studio_icon.png.

  2. Go to the button’s settings.

  3. For External URL, replace the analysis URL with the URL of the Studio version of the analysis.

Tip

If you see Open Document as the Button Action, you do not need to change the button’s settings. The migration tool keeps the analysis and sheet IDs from Process Analytics.

Analysis links in Transformation Center

  1. Go to the KPI in Transformation Center.

  2. Click three_dots_icon.png > Configuration configuration_icon.png at the top right.

  3. Edit the settings for Link to analysis.

  4. Select Link to URL.

  5. For Redirect URL:

    1. Enter the URL of the analysis in Studio.

    2. (Optional) If you want to link to a bookmark, enter the corresponding shared selections URL.

PDF reports

  1. Edit the skill in Studio studio_icon.png.

  2. Select the Create PDF Report create_pdf_report_icon.png action.

  3. Make sure the Application Key has permission to use the migrated analysis in Studio.

  4. Change Type from "Process Analytics" to "Studio". The Analysis and Sheets fields should stay populated with the existing inputs.

  5. Click Save at the top right.

PyCelonis APIs

The deprecation of Process Analytics also affects PyCelonis versions older than 1.5.4 and causes the get_celonis call to fail. To mitigate this we recommend that everyone upgrade their PyCelonis to newer versions (keep in mind that there are breaking changes especially when upgrading to PyCelonis 2.X, changelog, migration guide). Before upgrading, we recommend to note the current PyCelonis version (pip list | grep pycelonis) in case a rollback is necessary.

If for any reason you can't currently upgrade your PyCelonis version, you can insert the following patch at the beginning of your script (before importing the get_celonis function to fix the issue for pycelonis<1.5.4:

import pycelonis.api as ibc
ibc.IBC.analyses = []

In general, we recommend everyone upgrades their scripts to PyCelonis 2.X as we will only provide long term support for this version and it comes with a range of other benefits for users (especially with regards to performance/stability).

Analysis links in Action Engine

If you are using Skills with Open Analysis Action, you need to update the configuration:

  1. Remove the Analysis and Sheet selection under Open an Analysis from Process Analytics.

  2. Copy the URL of the new analysis in Studio.

  3. Paste the URL of the new analysis into Open a custom URL.

  4. Click Apply in the bottom right.

  5. Test the filter statement applied to the action by running the skill and manually adjust the statement if needed.

Step 4: Deactivate Process Analytics

To avoid users using Process Analytics after the migration, we recommend you to deactivate Process Analytics as soon as you are ready. To deactivate , you can create a support ticket on Celopeers with the title “Deactivating Process Analytics” and include your Celonis platform team domain in the request.