Como gerenciar conexões

Criando uma conexão

1. In a folder, navigate to the Connections tab.
2. Select Add connection.
   The Connect To pop-up is displayed.
3. Choose the desired Connector from the list to create a new connection.
   The Connect To page is opened. Check the documentation for the needed connector for more information on how to configure the connection. Check the Integration Service user guide for more information on individual connectors.
4. From the Folder in which connection is stored dropdown, choose the desired folder where the connection will be stored.

   This field is automatically populated with the originating folder, the folder you were in when you selected Add connection.

   You can change the target folder where the connection will be created by selecting a different value from the dropdown list.

   Tip: You can also use UiPath® Autopilot to help you create a connection.
5. From the Authentication Type dropdown, choose the desired authentication type for the connection.
   You can choose between the following connection types:

   • CertificateAuthentication do Cliente
   • Código de autorização do OAuth 2.0
   • Credenciais do cliente OAuth 2.0
   • Traga seu próprio aplicativo OAuth 2.0

   Note: Available options may vary depending on the connector. If a connector supports only one authentication type, this dropdown is not displayed.
6. Configure any additional connector-specific fields.
   Check the documentation for the needed connector for more information on how to configure the connection. Check the Integration Service user guide for more information on individual connectors.
7. Select Connect to create the connection

Checking the health of the connection

1. In a folder, navigate to the Connections tab.
2. Choose the connection you want to check and select the More actions (three-dot) button.
3. Select Check connection from the More actions menu to check the connection status.

   Once the connection is checked, a banner appears at the upper center of the page, displaying the status.

Reconnecting a connection

1. In a folder, navigate to the Connections tab.
2. Choose the connection you want to reconnect and select the More actions button.
3. Select Reconnect from the More actions menu.
   This step opens the connection authentication page.
4. Update the connection authentication details.
   Note: Available options may vary depending on the connector and on the chosen authentication type.
5. Select Connect when done to re-establish the connection.

Gerenciar gatilhos

You can manage event triggers associated with a connection from the Connections tab.

Choose the connection for which you want to manage the triggers and select the More actions button, and choose Manage triggers from the More actions menu. The Event Triggers page is opened. For more information on managing triggers, check the Managing triggers page.

Conexões compartilhadas

Quando uma conexão é criada em uma pasta compartilhada, todos os usuários com acesso a essa pasta podem usar a conexão em seus fluxos de trabalho de automação. A conexão pode ser editada por todos os usuários com acesso a ela.

For more information on preventing regular users from creating shared connections, check the Enforcing user-level connection governance page.

Editing connections

1. In a folder, navigate to the Connections tab.
2. Choose the connection you want to update and select the More actions button.
3. Select Edit connection from the More actions menu.
   The following fields are available in the Edit Connection page:

   • Connector: the name of the connector used to create the connection. This field cannot be updated.
   • Connection: the account used to create the connection. This field cannot be updated.
   • Connection name: the name of the connection.
   • Authentication type: the authentication type used to create the connection. This field cannot be updated. The possible options are:
     • CertificateAuthentication do Cliente
     • Código de autorização do OAuth 2.0
     • Credenciais do cliente OAuth 2.0
     • Traga seu próprio aplicativo OAuth 2.0
     Observação: as opções disponíveis podem variar, dependendo do conector.
   • Polling frequency: how often the system checks an external application for updates or new events.
   • Status: the status of the connection. The possible options are:
     • Connected
     • Desconectado
     Select Reconnect to re-establish the connection.
   • Message: the error message displayed for broken connections.
     Note: This field is available only for broken connections and cannot be updated.
   • Provider error message: the error message returned by the connector for broken connections.
     Note: This field is only available for broken connections.
4. Select Update to edit the connection.

Como excluir uma conexão

1. In a folder, navigate to the Connections tab.
2. Choose the connection you want to delete and select the More actions button.
3. Select Delete from the More actions menu.
4. Select Delete connection to remove the connection.
   Note: Make sure that there are no processes, workflows, triggers or apps referencing the connection before deleting.