Subscribe

Create and Configure Policies

Select a Policy Template

Product settings differ from one version to another and different policy templates are available for each version. To ensure the settings in the policies you deploy match those available in the governed products, configure Automation Ops to use the policy template for the product version used in your organization. When a new product version is installed, update the policy template to make sure the policies include all the product settings that can be governed in that version.

  1. In Automation Cloud, select Admin > Automation Ops > Settings.
  2. Select the version for each product (Studio Pro, Studio, StudioX, Assistant), and then click Save.

Create a Governance Policy

  1. In Automation Cloud, select Admin > Automation Ops > Policies. Existing policies are listed in the table on the page. You can create a policy in one of the following ways:
    • To start from scratch, select Add Product Policy above the table.
    • To start from an existing policy, hover over that policy in the table, and then select Duplicate duplicate iconduplicate icon in the menu displayed on the right side of the policy row.
    • To start from a policy generated from Studio, select Upload above the table, and then select a JSON policy file that you can then further configure in Automation Ops. For more information, see Generate Governance Files from Studio.
  2. Enter a unique name for the policy, select the product it applies to, and then click Add.
  3. Configure the policy settings.

Generate Governance Files from Studio

You can generate JSON files with the settings currently configured for each Studio profile that you can then import as new policies in Automation Ops. This can be especially useful if you are migrating from the file-based governance system, as it enables you to quickly export the existing governance policies to a format that is compatible with Automation Ops.

  1. Make sure Automation Ops is enabled for the organization.
  2. Open an instance of UiPath Studio that is connected to Orchestrator using interactive sign-in.
  3. Select Home (Studio Backstage View) > Help.
  4. On the right side of the screen, select Generate Governance File > Modern Policy.
  1. Select where to save the file and enter a file name (by default uipath.modern.policies.zip).
    Extract the zip archive that contains three files:
    • uipath.policy.StudioPro.json - Contains the settings from the Studio Pro profile.
    • uipath.policy.Development.json - Contains settings from the Studio profile.
    • uipath.policy.Business.json - Contains settings from the StudioX profile.
  2. To import one of the governance files in Automation Ops, on the Policies tab, click Upload and select the file.
    A new policy is added to the table on the Policies tab.

Configure a Governance Policy

For each policy you create or edit, you must configure general policy details and the product settings to enforce. The product settings are organized on different tabs depending on the area they apply to. After you configure a policy, click Save on the lower-right corner of the page to apply the changes.

Policy Details

Configure the following general settings for the policy:

  • Policy name - Edit the policy name. Use a unique name that makes the policy easily distinguishable.
  • Availability (days) - How long to apply a cached policy when the governed product fails to connect to Automation Ops. The default value is 30 days.
  • Priority - A number that determines the order of precedence when multiple policies are set at group level for the same user. The policy with the lowest priority value is applied first.
    The dropdown lists the priorities currently set for existing policies for the same product. Selecting a priority that is currently set for another policy automatically decreases the priority of that policy and all other policies below it by 1.
  • Description - Enter a few details about the policy.

Product Settings for Studio Policies

Design

Select the Design tab to configure settings found in Home (Studio Backstage View) > Settings > Design.

  • To govern a setting, select the check box next to it.
  • To allow Studio users to edit a setting, select Allow users to override. This makes the setting from the policy the default, but allows users to change it. By default, overriding is Studio is not allowed.

Save and Publish

  • Enforce Analyzer before Publish - Select Yes to prohibit publishing projects with Workflow Analyzer errors.
  • Enforce Analyzer before Run - Select Yes to prohibit running and debugging files or projects with Workflow Analyzer errors.
  • Analyze RPA XAML Files Only - Select Yes to exclude XAML files with test cases from analysis when running the Workflow Analyzer for a project. If not selected, both RPA and test case XAML files are analyzed. This setting applies when the analyzer is triggered manually, as well as when it is enforced and triggered automatically before running/debugging a project and publishing test cases or a project.
  • Enforce Check-In before Publish - Select Yes to restrict publishing projects added to source control repositories when they have local changes.

Activities Design

  • Use C# Language (Studio Pro only) - Select the default language to use for expressions in new projects (VisualBasic or C#). Users can select a different language than the default when creating a new project.
  • Create docked annotations - Select the default way in which annotations are added to activities: Select Yes for docked inside the activity, or No for floating next to the activity.
  • Use Modern for new projects - Select Yes to enable a modern experience of working with UI Automation for new projects, with new and improved activities, recorders, and wizards. For more information, see Modern Design Experience.
  • Slim View for Collapsed Activities - Select Yes to reduce the space collapsed activities take up by enabling a view that only displays the title bar.

General

Select the General tab to configure settings found in Home (Studio Backstage View) > Settings > General.

  • To govern a setting, select the check box next to it.
  • To allow Studio users to edit a setting, select Allow users to override. This makes the setting from the policy the default, but allows users to change it.

The following settings are available:

  • Send anonymous UI Descriptors - Select Yes to enable the sending of anonymous UI descriptors created using the Object Repository.

Feature Toggles

Select the Feature Toggles tab to configure the following settings that users cannot configure from Studio:

  • Allow users to send feedback - Select Yes to enable the Send feedback form that users can access from the Studio title bar. This option is enabled by default.
  • Hide Getting Started screen - Select Yes to enable the welcome screen with links to the UiPath Academy, an introduction video, and tutorials that is displayed when users open Studio. Even if you enable this screen, users can still disable it after it is first displayed. This option is not enabled by default.

Manage Sources

Select the Manage Sources tab to configure the following settings related to package sources:

  • Allow users to add or remove feeds - Select whether to allow users to add and remove package sources. This option is not enabled by default.
  • Allow users to enable or disable feeds - Select whether to allow users to enable and disable package sources. This option is not enabled by default.
  • Append Orchestrator feeds - Select whether to automatically enable the Orchestrator Tenant (available if the tenant libraries feed is enabled in Orchestrator) and Orchestrator Host feeds in Studio. This option is enabled by default.
  • Configure which package sources are available in Studio. The Official and Connect (Marketplace) feeds are added by default.
    • To add a new feed, click Add another, provide the following information, and then click Save:
      • Select whether to enable or disable the feed.
      • Enter the name of the feed.
      • Enter the source URL.
    • To edit a feed, click Edit next to it.
    • To remove a feed, click Delete next to it.

Workflow Analyzer

Select the Workflow Analyzer tab to configure which Workflow Analyzer rules to enable, set the action, and configure parameters. The rules that are enabled by default in each Studio profile are also enabled by default in the policies for that profile, together with their default parameters, if applicable. For more information, read about the Workflow Analyzer in the Studio and StudioX guides.

General Workflow Analyzer Settings

  • Allow users to override - If enabled, users are allowed to make changes to Workflow Analyzer settings. This option is not enabled by default.
  • Referenced or embedded - Select how to define the settings for Workflow Analyzer rules and counters in the policy:
    • Referenced - Define the settings using a JSON file configured similar to the RuleConfig.json file. If you select this option, indicate the full path to the file in the Referenced Rules file box.
    • Embedded - Define the settings using the options on the policy page. This is the default option.

Manage Workflow Analyzer Rules

If you selected the Embedded option:

  • To add a new rule, click Add another.
  • To edit a rule, click Edit next to it.
  • To remove a rule, click Delete next to it.

Configure Workflow Analyzer Rules

For each rule, configure the following options, and then click Save to apply the changes:

  • Is enabled - Select whether to enable the rule.
  • Code - Enter the rule code.
  • Default action - Select the default action of the rule: Error, Warning, info, or Verbose.
  • Parameters - Configure the rule parameters:
    • To add a new parameter, click Add another.
    • To edit a parameter, click Edit next to it.
    • To remove a parameter, click Delete next to it.

For each parameter, configure the following options, and then click Save to apply the changes:

  • Name - Enter the parameter name.
  • Use default value - Select this option to use the parameter value available by default in Studio. To use a custom value, deselect this option and enter the value in the provided text box.

Location

Select the Location tab to configure settings found in Home (Studio Backstage View) > Settings > Locations.

  • To govern a setting, select the check box next to it, and then use the provided text box to enter the location. If no location is provided, the default location in Studio is used.
  • To allow Studio users to edit a setting, select Allow users to override. This makes the setting from the policy the default, but allows users to change it.

The following location settings are available:

  • Project path - The default location where projects are created.
  • Publish process URL - The default location where processes are published when the custom feed option is selected.
  • Publish library URL - The default location where libraries are published when the custom feed option is selected.
  • Publish project templates URL - The default location where project templates are published when the custom feed option is selected.
  • Workflow Analyzer Rules Location - The path to the folder from which to add custom Workflow Analyzer rules to Studio.

Product Settings for Assistant Policies

Widgets

On the Widgets tab, you can configure settings that control user access to widgets. Widgets are plugins that add functionality to the Assistant. The following settings are available:

  • Allow custom widgets - Select whether to allow users to add their own custom widgets. This option is enabled by default.
  • Use official feeds - Select whether to enable the official UiPath widgets feeds for downloading widgets, in addition to the Orchestrator feed. If this option is not enabled, only the Orchestrator Library Feed is available. This option is enabled by default.
  • Configure which widgets to add to the Assistant. The Apps widget is added by default.
    • To add a new widget, click Add another, provide the following information, and then click Save:
      • Select whether to enable or disable the widget.
      • Enter the name of the widget NuGet package.
      • Enter the widget version.
    • To edit a widget, click Edit next to it.
    • To remove a widget, click Delete next to it.

Updated 11 days ago


Create and Configure Policies


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.