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Automation Ops User Guide

Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Dec 20, 2024

Source Control

Source control allows you to view updates to automation projects source code. This can be done using external providers if you are a regular user, in UiPath Cloud through Studio Web if you are an Organization Admin. Together with the Source Control feature available in Studio and StudioX, allows you to gain more control over code management.

Prerequisites for external repositories

  • A GitHub or Azure DevOps account with at least one organization and one repository.
  • Rights to provide access for the UiPath-AutomationOps app on the repository. You must be either the GitHub organization administrator or the administrator of at least one repository. For Azure, the repositories the user has access to, will be connected.
Note:

The Azure Repos integration is currently in preview, which means certain functionalities might not be available.

Configuration

Automation Ops™ needs to connect to the GitHub or Azure organization to manage information. This is done by installing the UiPath-AutomationOps app on the GitHub or Azure side. A step-by-step guide is also available in the user interface.

Step 1: Initiate the connection from Automation Ops™

Access Automation Ops™ > Source Control, then click on Connect to GitHub or Connect to Azure.



Step 2.a: Install and authorize the Automation Ops™ app for GitHub

When choosing to connect to GitHub, you are redirected to GitHub to select the organization and repositories you want Automation Ops™ to have access to.

Note:

If your GitHub Organization uses SSO login, you first need to sign in to GitHub. After that, you can install the GitHub app via Source Control. You can do this as follows:

  • Enterprise Managed Users - need to log in to GitHub through their IdP.

  • Users can set up an SSO login session at: https://github.com/orgs/<OrganizationName>/sso


Depending on your choice, the following repositories appear in Automation Ops™ - Source Control:

GitHub RoleSelectionOutcome
GitHub Organization administratorAll repositoriesAll public and private repositories.
GitHub Organization administratorOnly select repositoriesOnly the selected repositories appear (not all the public ones by default).
Repository administrator onlyOnly select repositoriesYou can only select from the repositories you administrate.
Note: The GitHub repository list can always be updated at a later time.

When connecting Automation Ops™ - Source Control to GitHub, you are prompted to grant the necessary permissions to fully use Source Control and Pipelines. The required permissions are:

  • Read access to code and metadata

  • Read and Write access to repository webhooks

Important:
  • The connection to GitHub requires GitHub admin authentication, meaning that the user who initiates the connection from Automation Ops™ - Source Control must also be a GitHub organization administrator.
  • If you choose to manually select the repositories, you also need to explicitly select the public ones as there is no implicit selection for them.

If you need to connect to another GitHub organization or select different repositories, you must remove the existing connection and restart the configuration. This is done from the Connection settings menu > Remove.

When removing the connection in UiPath, the app installed on the GitHub side is also removed.



Step 2.b: Install and authorize the Automation Ops™ app for Azure Repos

When choosing to connect to Azure, you are redirected to Azure to provide the credentials and confirm you allow UiPath to read the repositories you have access to.

It's recommended to create and use a separate service account for providing access to the UiPath App on the Azure side. This is because the access is granted on behalf of the user account, meaning that if a user is part of multiple OAuth-enabled Azure organizations, they will all be reflected in Automation Ops™.

To sync your projects, you must enable the Third-party application access via OAuth at your Azure Organization settings level. For this, you have to access the Policy tab under Security. Enabling the option must be done before the authorization to your Azure Repos account. If you have already established the authorization, you need to resync the connection.

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If the user that allowed the connection to Azure is part of multiple organizations and you want to avoid the content from a specific repository to be displayed in Automation Ops™, you must make sure that 3rd party integrations are disabled on the Azure side for that organization.

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Once you click "Accept", you are redirected back to Automation Ops™ where the list of available projects is populated.

In order to create Azure Service Hooks, Edit subscriptions and View subscriptions permissions are needed for the service-account that authorizes the application. By default, only Project Administrators have these permissions. To grant other users these permissions, you can use the Azure CLI or the Azure Security REST API.

To remove the integration between UiPath Automation Ops™ and Azure Repos, you have to access the Authorization tab under User settings on the Azure side and delete the authorized app from there, afterwards, you can remove the integration from the Manage Connections tab in Automation Ops™ - Source Control.

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Step 3: View the projects in Automation Ops™

After the application is authorized, you are redirected back to Automation Ops™ and the project list is populated.

For each project, you can see the following fields based on the project metadata in your external repository:

  • Project Name
  • Short description
  • Compatibility

  • Type

  • Repository
  • Last modified

To get the latest updates from yor external repository, click the Sync button under the Manage connections button or from the Manage connections menu.

You can synchronize the project list whenever needed so you get the latest added projects. After the synchronization completes, the updated project list is available to all Source Control users.

After the initial synchronization, subsequent syncs will be faster since they are based on the differences from the last sync.

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Note: Depending on the size of your repository, it might take some time for all projects to be displayed in Automation Ops™ - Source Control.

Viewing the commit history for a project

When you access a project, you can see the commit history of the project, which contains a short description of the change, the name of the person who made the commit, and the timestamp.



From here, you can create a pipeline using the New Pipeline button. You are redirected to the Creating the first pipeline flow from the Pipelines section. In this case, the information required to define the pipeline is already filled in based on the project from which the pipeline creation process was triggered.

Note:

On the Pipelines section, if you change the repository/organization and then reselect the initial one, the preconfigured pipeline settings will be cleared.

If no Pipeline Runtime Environment is available, instead of the New Pipeline button, a new option is displayed: Set-up your pipelines. This redirects you to Pipelines Configuration, from where you can set-up the running environment.

Viewing the details of a commit

Opening a commit allows you to view the files that are part of the project in more detail.

  • For workflow files, a Studio-like view is available.
  • For other file types, a content-view is displayed based on the file type.
  • Clicking on Variables, Arguments, or Imports provides details on each of them.


Comparing commits

Files that have been modified by the last commit are highlighted in yellow. To see the changes, click the Compare with previous commit button.



In the compare window:

  • The older version of the file is on the left and the newer version of the file is on the right.
  • The file name and the commit identifiers that are compared are displayed on the upper left side.
  • On the upper right side, you can navigate through each modification and select the type of change you want to see.


Navigating inside workflow files

For complex workflows, you can use the navigation controls to change the view and navigate through the workflow. Clicking the activity opens the Properties panel while double-clicking expands that specific activity.

You can go one level back from the activity using the breadcrumb menu at the top.

The following navigation controls are available:

  • Expand all: expands all sub-workflows in the current view.
  • Zoom out: decreases the workflow visual size.
  • Reset: returns the view to 100% width.
  • Zoom in: increases the workflow visual size.


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