# Connecting Task Mining application

> Learn how to connect the Task Mining client to an Automation Suite instance, including client hardware and software requirements.

This page walks you through the steps for connecting the Task Mining client to the Automation Suite instance.

## Prerequisites

For Task Mining specific requirements, refer to the [Task Mining client Hardware and software requirements](https://docs.uipath.com/automation-suite/automation-suite/2023.10/installation-guide/hardware-and-software-requirements#additional-task-mining-requirements).

## Create your first project

1. The Task Mining homepage allows tenant administrators to create multiple discovery initiatives, called projects. Create a new one by selecting the **Add Project** button.

   ![Add Project button on the Task Mining homepage](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-207947-122e6622.webp)
2. The Add Project page is displayed, allowing you to name your project and provide a description. Fill in the project name and select **Save**.

   ![Add Project page with project name and description fields](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-206479-705142e5.webp)
3. The new project will appear in the project list. Select the newly created project to open the configuration and management experience.

   ![Task Mining project list showing the newly created project](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-207880-fec67106.webp)

This is where you configure your project settings, including which team members will participate and which applications should be recorded.

## Invite users to the project

:::note
In order for the invitation email notifications to be delivered, make sure to set up system email notifications. In case system email notifications are not configured, users will still be successfully added to the project, however, they will not receive an email with the link to the desktop application and sign-in instructions, please make sure to communicate the instructions to users.
:::

Follow these steps to send an email invitation to selected user(s). The resulting email will contain instructions for each user to download and install Task Mining client application.

1. From the **Team** tab of the Task Mining project, select the **Send Installer & Invite** button (or the **+ Invite** button if users have already been invited).

   ![Team tab showing the Send Installer and Invite button](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-207259-8aea0991.webp)
2. On the **Send Invite & Installers** form, enter the user(s) work email address that you want to invite to collect recordings from.
   :::note
   You can only invite users that have accepted invitations to Automation Suite.
   :::

   ![Send Invite and Installers form with the user work email field](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-208681-0976c81c.webp)

   :::note
   Please note that the people picker on the invitation screen would only list user accounts in your organizations that have an email address specified.
   :::
3. Select **Send**.

Each user you have specified will receive an email containing instructions and the link to download the **Task Mining client**.

## Setting up the end-user environment

### Installing the self-signed certificate

:::note
This step is only required for the self-signed certificates, which are a default option during the installation. More information can be found here: [Configuring the certificates](https://docs.uipath.com/automation-suite/automation-suite/2023.10/installation-guide/configuring-the-cluster#configuring-the-cluster).  If during installation you have opted in for a CA-trusted certificate you can skip this step.
:::

1. Download the certificate from the Automation Platform using the steps described in [Configuring the certificates](https://docs.uipath.com/automation-suite/automation-suite/2023.10/installation-guide/configuring-the-cluster#configuring-the-cluster).
2. Copy the certificate to the end-user machine.
3. Open the certificate file.

    You will see the information about the certificate. Proceed by selecting **Install certificate**.

    ![Certificate details dialog with the Install Certificate button](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-205811-7b1bd801.webp)
4. In the Certificate Import Wizard, select **Local Machine** as the store option. This step requires Administrator permissions.

   ![Certificate Import Wizard showing the Local Machine store option](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-208799-576e1626.webp)
5. Once the Administrator Access is granted, you will be prompted to select a certificate store.

    Select the certificate store explicitly and select **Trusted Root Certificate Authorities**.

    ![Certificate Import Wizard showing the Trusted Root Certificate Authorities store option](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-206371-ff22cd31.webp)
6. Review the import details and complete certificate installation by selecting **Finish**.

     ![Certificate Import Wizard summary screen with the Finish button](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-209131-e1023d33.webp)
7. Navigate to the file you have just exported and open the file. You will see the information about the certificate. Select the **Install certificate...** button.

    ![Certificate details dialog with the Install Certificate button (repeated step)](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-205811-7b1bd801.webp)
8. In the Certificate Import Wizard, select **Local Machine** as the store location.
    :::note
    This step requires administrator permissions.

    ![Certificate Import Wizard prompting for administrator permissions](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-208799-576e1626.webp)
     :::
9. Once the administrator access is granted, you will be prompted to select a certificate store. Select **Browse** to select the certificate store explicitly and select **Trusted Root Certificate Authorities**.

    ![Certificate Import Wizard showing the Trusted Root Certificate Authorities store option (repeated step)](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-206371-ff22cd31.webp)
10. Review the import details and complete certificate installation by selecting **Finish**.

    ![Certificate Import Wizard summary screen with the Finish button (repeated step)](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-206627-6534c54c.webp)

    :::note
    You should close the browser where the certificate was opened and visit the Service URL to see if there are warnings shown on the URL security tab.
    :::

### Update the hosts file with values specific to your installation

Follow the same steps used to [configure the DNS during installation of Automation Suite](https://docs.uipath.com/automation-suite/automation-suite/2023.10/installation-guide/azure-infrastructure-configuring-dns#step-5%3A-configuring-the-dns) to make the FQDN of your Automation Suite installation accessible from the local machine.

:::note
Object store host (e.g., objectstore.dns-123.eastus.cloudapp.azure.com) is necessary for the following Task Mining flows:
* Task Mining client application requires the host to push captured data to the Admin Portal.
* Admin portal leverages the host to download data relevant for visualizing the analysis results.
If the host is not specified, the flows do not work.
:::

#### Install and run the Task Mining client application

1. After installing the Task Mining client application from the link in the email or from the [direct link](https://taskminingartifacts.blob.core.windows.net/desktop/task-mining-setup.exe), launch the application from the **Task Mining** application from the Windows start menu.
2. When the application launches, it will display the welcome screen. Select the **Customize Service URL** button in the bottom right.

   ![Task Mining client welcome screen with the Customize Service URL button](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-207899-a260f945.webp)
3. Enter the FQDN URL for the Automation Suite installation and select **Sign In**.

   ![Task Mining client Service URL configuration screen with the Sign In button](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-206599-e0d3616b.webp)

**Result:** The Task Mining client connects to your Automation Suite instance using the configured Service URL.

## Troubleshooting

### Issues connecting to the Automation Suite service URL

* To make sure the certificate changes work, ensure your Service URL and the certificate used for the SSL are allowed in your company network (firewalls, proxy configuration, etc.).
* Make sure to paste the Service URL without the "/" at the end of the string, as it won't work with the slash in the link.

Cannot find a UiPath® web service at the given address.

  ![Error message: Cannot find a UiPath web service at the given address](https://dev-assets.cms.uipath.com/assets/images/automation-suite/automation-suite-docs-image-206411-1bea1c26.webp)

:::note
The application is not able to connect to the Task Mining service.
:::

1. Please make sure that you can connect to the Task Mining service in Automation Suite using the browser of choice.
   1. If you are, please follow through the following steps.
   2. If the Task Mining service is not enabled - please make sure to proceed
   3. If not - please make sure to capture the screen and make sure that prerequisites for connecting Task Mining client application (certificate installation, hosts file edit) are met.
2. If there is any company to direct traffic through a proxy service - please make sure to configure the proxy service in Task Mining application explicitly.
3. If the previous steps didn't help resolve the issue, please collect application logs and reach out for support.