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Facilitating Organization Sharing and Replication in IBM Process Mining

By Ayushi Jain posted Tue April 21, 2026 07:42 PM

  

Building on the evolution of organization-level capabilities

With the release of IBM Process Mining 2.1.1, the platform continues to evolve beyond individual process analysis toward a more organization-centric approach.

As features like multi-process analysis and object-centric modeling mature, organizations are no longer working with isolated projects they are building connected ecosystems of processes, data, and analytics.

However, while analysis capabilities expanded, a practical challenge remained:

How do you efficiently share, replicate, or migrate an entire organization setup across environments?

To address this, the 2.1.1 release introduces enhanced backup and restore capabilities, enabling a one-shot organization backup that captures the full structure of an organization in a single package.

From project backups to organization-level portability

Before this enhancement, backup capabilities were primarily focused on the project level.

Project backups allowed users to:

  • Save metadata such as dashboards, custom metrics, and mappings
  • Reuse analysis logic across projects
  • Apply selected configurations selectively

While powerful, this approach was inherently granular. It required users to manage backups project by project, making it difficult to replicate complete environments where multiple projects, shared data models, and dependencies coexist.

As organizations increasingly rely on:

  • Multi-process analysis
  • Shared object tables
  • Cross-project analytics

it became essential to move from project-level reuse to organization-level portability.

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One-shot organization backup

The introduction of organization backup enables users to export an entire organization into a single .idp file and restore it in another environment.

This approach captures not just individual projects, but the structure and relationships that define the organization as a whole.

An organization backup includes:

  • All NextGen projects with their IDP backup files
  • Object tables metadata, defining how real-world data is structured
  • Table joins metadata, enabling connections across datasets
  • Schedule sources for object tables, preserving data ingestion pipelines
  • Event logs and object table data, when within defined size thresholds

By packaging these elements together, the system ensures that the restored environment retains both its analytical capabilities and its structural integrity.

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Designed for scale: separating structure from data

A key design consideration in this feature is how to handle large data volumes efficiently.

During export:

  • The system calculates the estimated backup size
  • If the size exceeds a defined threshold:
    • Data is excluded from the backup
    • Structure, configurations, and metadata are still preserved

This separation ensures that backups remain:

  • Scalable
  • Performant
  • Suitable for different use cases

After restoration, data can be repopulated through existing pipelines:

  • Re-triggering schedule sources for object tables
  • Re-uploading event logs
  • Reactivating data streams

This approach preserves data connectivity, allowing environments to be reconstructed without requiring large data transfers during export.

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Supporting real-world workflows

The introduction of organization-level backup directly impacts how teams work with process mining environments.

  •  Accelerating POCs and demos

Complete environments can be replicated quickly, enabling faster setup for demonstrations and experiments.

  • Cross-team collaboration

Teams can share entire organizational setups, ensuring consistency across implementations.

  •  Partner enablement

Business partners can leverage pre-configured environments, reducing onboarding effort.

  • Environment migration

Moving from development to testing or production becomes more structured and reliable.

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A unified backup strategy

With this release, backup capabilities now operate at two complementary levels:

  • Project backup → focused on reusable metadata and configurations within a single project
  • Organization backup → focused on replicating complete environments across systems

This layered approach allows users to:

  • Reuse components where needed
  • Or replicate entire organizations when required
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The enhanced backup and restore capabilities in IBM Process Mining 2.1.1 represent a significant step toward making process mining environments portable and reusable at scale.

By enabling a one-shot organization backup, the platform simplifies how entire setups are shared, migrated, and restored transforming complex environments into manageable, transferable assets.

As organizations continue to scale their process mining initiatives, this capability ensures that insights are not only generated but also efficiently shared and reused across the enterprise.

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