UiPath Release Notes

UiPath Release Notes

Showing 293 results for search ''

UiPath Release Notes

UiPath Chatbots - Preview

UiPath Integrations

UiPath Automation Hub

  Documentation  Information About the Detailed Assessment Algorithm

The Detailed Assessment algorithm is implemented to support the idea implementation decision. The following criteria can be selected as the primary driver to automate the process:

  Documentation  Editing a Document Using Task Capture

To edit the documents from an Automation using Task Capture follow the below steps:

  Documentation  Manage Components

Curate a Component

  Documentation  People

This video presents how to explore the user accounts from your tenant trough the People module.

  Documentation  Upload Components and Update their Version

Upload a Reusable Component

  Documentation  Manage the Pipeline as a Program Manager

This video focuses on how to use the centralized view from the Automation Pipeline in order to manage the automations submitted in your tenant.

  Documentation  Workspace

The Workspace section includes video tutorials that explain how you can view and contribute to your company’s RPA development by:

  Documentation  My Tasks and Notifications

This video presents My Tasks and Notifications sections.

  Documentation  Leaderboard

This video presents the Leaderboard feature.

  Documentation  Dashboards

This video presents the Automation Program Performance and the Average Automation Cost dashboards.

  Documentation  Completing the Detailed Assessment

This step is completed by the Process Owner assigned to the idea and becomes available as soon as the Assessment is launched by the Program Manager.

  Documentation  Information About the Idea Score

The Idea high-level scoring algorithm is implemented to vet out ideas that should not be automated. Based on its value it's easy to separate Ideas based on their automation suitability and readiness and invest time in the ones that can bring value to your company.

  Documentation  Automation Idea Review Phases

Depending on the way it was submitted, the automation idea undergoes trough different review phases:

  Documentation  Creating a Trial Tenant

To start your automation journey with Automation Hub we invite you to test all its capabilities and the way it can enhance your company's RPA adoption by creating a Trial Tenant. To find out more about what the Trial plan includes please check the Trial page .

  Documentation  Uploading and Versioning a Component

All the users registered in an Automation Hub tenant can create and upload reusable components that can further be used to implement processes described in Automation ideas. Follow the below steps to upload your component:

  Documentation  Automation Phase and Status

The automation request needs to go through sequential steps from idea to becoming live in production. During this journey, the Program Manager, the submitter, and collaborators, as well as the users following the idea, can track, and report its status to the various stakeholders so that appropriate decisions can be made.

  Documentation  Understanding the Roles and Permissions

Within Automation Hub each user can have one or more permissions and, depending on the specific needs of an automation, to each user, regardless of their assigned permission(s), different roles can be granted in order to allow them to contribute as collaborators to an automation idea.

  Documentation  Integration with Task Capture

This video presents how to use Task Capture in order to document an idea assessment.

  Documentation  Task Capture Usage Specifications

Below you can find the list of requirements and limitations when using Task Capture for documenting Automation Hub Idea Assessments:

  Documentation  Downloading Task Capture

The Task Capture tool will not open if you do not have it installed on your PC or if the version is lower than 20.4. To download the latest Task Capture version follow the below steps:

UiPath Activities

  Documentation  Upload File

UiPath.MLServices.Activities.MLStorageUpload

  Documentation  Examples

This section includes all the available examples that are integrating the activities found in the UiPath.Abbyy.Activities pack. You can access them by following the links listed in the below See Also section.

  Documentation  v20.5 Create Document Validation Action -Preview

UiPath.IntelligentOCR.Activities.CreateDocumentValidationAction

  Documentation  About the System Center Activities Pack -Preview

The UiPath.SystemCenter.Activities package offers activities for Microsoft System Center Orchestrator. This set of activities enables the UiPath clients to integrate their IT automation created with System Center Orchestrator in holistic UiPath automation processes. The package offers activities for Runbooks, Jobs, and Events.

  Documentation  Resume VM

UiPath.HyperV.Activities.Resume VM

  Documentation  Turn Off VM

UiPath.HyperV.Activities.TurnOffVM

  Documentation  Start VM

UiPath.HyperV.Activities.StartVM

  Documentation  Shutdown VM

UiPath.HyperV.Activities.ShutdownVM

  Documentation  Reset VM

UiPath.HyperV.Activities.ResetVM

  Documentation  Rename VM

UiPath.HyperV.Activities.RenameVM

  Documentation  Pause VM

UiPath.HyperV.Activities.PauseVM

  Documentation  Import VM

UiPath.HyperV.Activities.ImportVM

  Documentation  Get VM List

UiPath.HyperV.Activities.GetVMList

  Documentation  Get VM by ID

UiPath.HyperV.Activities.GetVMByID

  Documentation  Export VM

UiPath.HyperV.Activities.ExportVM

  Documentation  Delete VM

UiPath.HyperV.Activities.DeleteVM

  Documentation  Create VM From Template

UiPath.HyperV.Activities.CreateVMFromTemplate

  Documentation  Configure Robot

UiPath.HyperV.Activities.ConfigureRobot

  Documentation  Take VM Checkpoint

UiPath.HyperV.Activities.TakeVMCheckpoint

  Documentation  Revert VM to Checkpoint

UiPath.HyperV.Activities.RevertVMToCheckpoint

UiPath Installation and Upgrade

  Documentation  Insights Admin Tool

The Insights Admin Tool can be used to perform many administrative actions that may be required for your Insights instance. The graphic interface of the Insights Admin Tool detailed here can be used to perform all functions except upgrading.

  Documentation  Extension for the New Edge Browser

This extension helps you create browser automations in the New Edge Browser. It can be installed from Studio or the Command Prompt.

  Documentation  Changing the Orchestrator / Identity Server URL

If you decide to manually upgrade your Orchestrator instances from single node to multi-node, you have to change the Orchestrator URL. If this is the case, you also have to change Identity Server's URL.

  Documentation  Backward and Forward Compatibility

Definitions

  Documentation  Proxy.config File Description

The proxy.config file contains all the necessary details regarding how the Robot proxy configuration. Setting up the parameters in this file allows you to use global proxy settings the Robot, NuGet and Orchestrator activities. You can modify these settings by directly editing the file and the corresponding fields.

  Documentation  UiPath.Settings File Description

The UiPath.Settings file contains all the necessary details regarding how the Robot performs processes. You can modify these settings by directly editing the file and the corresponding fields. On the other hand, you can modify them via Orchestrator. This is done from the Settings tab , but only logging and resolution settings can be modified via Orchestrator.

  Documentation  Services the Robot Connects to

During the workflow execution, the Robot connects to different services to download required automation packages, check licences, verify certificates, and more. Blacklisting any of these services can result in operation discrepancies, or even failure. The connection is established in the following cases:

  Documentation  Setting Up Windows Server for High-Density Robots

If you want to take advantage of the High-Density Robots feature on a Windows Server machine, you must first make some configuration changes to it. These steps are split into the following:

  Documentation  Updating the Robot

Important! If the entire UiPath suite is installed on a single machine, and you want to update from v2018.2 or older versions to v2018.4, you are required to first do so on Orchestrator and then Studio and Robot. If you first update your Studio to v2018.4, your Orchestrator instance is removed. This is due to a change in the installers' Upgrade Code and is not necessary for updates from v2018.3.

  Documentation  AWS Deployment

Prerequisites

  Documentation  Installing the Robot

Prerequisites

  Documentation  Hardware and Software Requirements

Hardware Requirements

  Documentation  Upgrading

Important! Ensure that you have first updated Orchestrator to the matching version, and that it is running, prior to upgrading Insights.

  Documentation  Installation

To install the Client Application , follow the below steps:

  Documentation  Hardware and Software Requirements

The Client Application containing the Recorder and the Processing Queue is the local application that needs to be installed on the user’s machine in order to collect data from the users registered in Task Mining. It is linked to the Admin Console in order to facilitate the recording process management and manage other specific information that the users might need.

  Documentation  Excel Add-in

Note: The Excel Add-in is only available in the StudioX profile.

  Documentation  Protecting Sensitive Information

To protect sensitive information that is logged during the execution of your automation at the Verbose level, you can choose not to log variable and argument values in both Orchestrator and Studio.

  Documentation  Troubleshooting

This page provides an overview of common errors and mistakes that can occur during Insights installation, and potential methods to avoid or remedy them.

  Documentation  Installation

Please ensure you checked the Hardware and Software requirements pages and that your system is supported. Double click the UiPathTestManager.msi to start the installation process. Read and accept the license agreement. Click Next. The IIS Settings** step is displayed:

  Documentation  Hardware Requirements

Note: Please note that the System Requirements are still under review which means that there might be changes prior to the initial release. However, they should be accurate enough to give you an idea about the environment that needs to be set up.

UiPath StudioX

  Documentation  Switch

  Documentation  Install the Excel Add-in

  Documentation  Install Studio

  Documentation  Tutorial: Filling Out PDF Forms in Acrobat Reader with Data from Excel

  Documentation  Frequently Asked Questions

About StudioX

  Documentation  Automation Best Practices

Clearly define the manual process you want to automate

  Documentation  Tutorials

The tutorials in this guide will help you create a number of automations from scratch. Each tutorial offers a step-by-step guide on how to set up an automation for a specific manual process. Follow the tutorials and you'll learn how to organize projects, add and configure activities, and see how StudioX integrates with Excel and Outlook to speed up and simplify automation design. If you get stuck or you want to compare your project with the one in the tutorial, you can download the project for each tutorial, open it, and run it from StudioX.

  Documentation  Governance

  Documentation  Configuring StudioX Settings

Configure StudioX settings from the Settings tab in StudioX Backstage View.

  Documentation  The User Interface

The UiPath StudioX interface contains multiple panels for easy access to specific functionalities. Panels can be docked, set to float so that they can be moved anywhere, or they can be set to auto-hide.

  Documentation  Project Templates

A project template is a fully functional automation project that is included in StudioX. Each template automates a set of common tasks and can be used as is to learn more about how to design automation projects, or as a starting point for your own automations. Annotations added to the activities in each template contain additional information about the purpose of the activities and how you can configure them.

  Documentation  Introduction

UiPath StudioX is a complete solution for automating business applications. It aims to enable every business user to automate repetitive tasks by offering seamless integration with Microsoft Office applications and an intuitive user interface that makes it easy to create automations. After you create an automation, you can run it and share it with your colleagues.

  Documentation  Creating Your First Automation Project

This tutorial teaches you how to create a basic automation project in StudioX in a few minutes and run it on your machine.

  Documentation  Set Bookmark Content

UiPath.Word.Activities.WordSetBookmarkContent

  Documentation  Replace Text

UiPath.Word.Activities.WordReplaceText

  Documentation  Replace Picture

UiPath.Word.Activities.WordReplacePicture

  Documentation  Read Text

UiPath.Word.Activities.WordReadText

  Documentation  Insert DataTable

UiPath.Word.Activities.WordInsertDataTable

  Documentation  Export to PDF

UiPath.Word.Activities.WordExportToPdf

  Documentation  Use Word File

UiPath.Word.Activities.WordApplicationScope

UiPath AI Fabric

  Documentation  UiPath Screen OCR

  Documentation  UiPath Document OCR

  Documentation  Using AI Fabric

Projects

  Documentation  OmniPage OCR

  Documentation  Field Descriptions

Management Bar

  Documentation  Using Data Manager

Importing Documents

  Documentation  About Installation

The installation artifacts are provided when you first purchase AI Fabric or they can be provided by your customer success manager or our support team .

  Documentation  About OCR Engines

OCR engines are used for the following purposes:

  Documentation  AI Fabric

Important! Before proceeding, make sure to check the following first, and make sure you meet the requirements and installed the prerequisites: Hardware Requirements Software Requirements Prerequisites for Installation AI Fabric is not supported on Windows.

  Documentation  OCR Engines

Important! Before proceeding, make sure to check the following first, and make sure you meet the requirements and installed the prerequisites: Hardware Requirements Software Requirements Prerequisites for Installation

  Documentation  Data Manager

Important! Before proceeding, make sure to check the following first, and make sure you meet the requirements and installed the prerequisites: Hardware Requirements Software Requirements Prerequisites for Installation

  Documentation  Prerequisites for Installation

The below scripts work best on “vanilla” or “minimal” machines where none of the dependencies (like Docker or NVIDIA drivers) have been preinstalled, and no unusual customizations have been done. Docker images can have many GB in size, so the folder Docker uses to hold its files on Linux must be on a partition sufficiently large to not run out of space. By default, it is always on the root partition. To see how large your root partition is, type the following in the terminal, and look for the line with a / in the rightmost column:

  Documentation  Software Requirements

Operating Systems

  Documentation  Hardware Requirements

In the below sections, the minimum requirements for each case are described. You can always increase these values to obtain a faster, better performing setup.  

  Documentation  About Data Manager

UiPath Data Manager is a lightweight web application delivered as a Docker container. It enables multiple users perform a variety of operations:

  Documentation  About AI Fabric

Document Understanding AI Fabric is an on-premises product which allows customers to train and deploy deep learning ML models for doing data extraction and classification of semi-structured documents in Latin script based languages. The technology is proprietary UiPath technology and includes a UiPath Document OCR engine.

  Documentation  Configuring Data Manager

You must first create a working folder for holding your ML data. This is referenced in all commands documented below.

  Documentation  Configuring AI Fabric

The first thing required as you open AI Fabric is to properly define a registry on the Settings window in AI Fabric. Navigate to the Settings window by clicking at the top-right of the browser window.

UiPath AI Fabric

UiPath Insights

  Documentation  Field Descriptions

The Insights Page

  Documentation  Managing Insights in Orchestrator

Viewing Dashboards

  Documentation  Default Dashboards

Note: Only the Insights Admin user can remove these out-of-the-box dashboards from any user's default OOTB folder. Individual users may not delete dashboards shared with them.

  Documentation  Insights Data Model

This page details the Jobs , Queue Item , Robot Logs , Long-running Workflows, and License data that is ingested into Insights to create its data cube.

  Documentation  About Insights

Insights provides an Orchestrator-integrated platform for data modeling and analytics using any combination of available business metrics and operational insights. Using custom-designed dashboards to visualize company data across desired metrics, it enables you to discover new analytical insights, track performance indicators and be alerted of errors or anomalies.

  Documentation  Managing Alerts

The Pulse tab of the Insights Portal provides an overview of all existing alerts.

  Documentation  Field Descriptions for the Filters Pane

Field Description Restore

  Documentation  About Filters

Filters are used to define the data that is displayed on your dashboard. There are two scopes by which you can define a filter:

  Documentation  The Widget Editor

The widget editor enables you to fine tune your widget creation and design to achieve the most effective visualization for your analytical needs.

  Documentation  About Widgets

Widgets are how data is displayed on your dashboards. There are a variety of widget types available to suit the type of data being displayed and the manner in which you want to analyze it.

  Documentation  Dashboard Ownership and Sharing

Dashboards can viewed by all users with access to Insights on any respective Orchestrator tenant, however, they are owned by the user that creates them. A dashboard owner may then share their dashboard(s) with any or all users on that same tenant.

  Documentation  Managing Dashboards

Important! Remember to save your work frequently when working in the Insights Portal as it will be lost if your Orchestrator session expires while you are doing so. The timeout of your Orchestrator session can be modified using the Auth.Cookie.Expire parameter in the Orchestrator web.config file.

  Documentation  Field Descriptions for the Insights Portal

The Analytics Tab

  Documentation  About the Insights Portal

The Insights Portal is the home space for designing and editing your dashboards and their features. It has two available tabs: Analytics and Pulse .

UiPath Insights

UiPath Automation Cloud

  Documentation  On-Premises vs Automation Cloud Orchestrator Features

On-Premises and Automation Cloud Orchestrator come with the same capabilities, with few notable exceptions that make the subject of this page.

  Documentation  Security

The security of your data is very important for UiPath Automation Cloud. Your information is stored securely at all times and accessible only to you. Automation Cloud includes the security and audit capabilities you need to simplify compliance with the regulations that matter to you.

  Documentation  About Licensing

There are 3 different licensing plans available for Automation Cloud from which you can choose according to your needs and budget: Community , Enterprise Trial or Enterprise . Each plan has its specific licensing offer and gives access to various services.

  Documentation  Migrating Data from On-Premises to Cloud Orchestrator

This page describes a method to perform data migration between your on-premises Orchestrator tenants and Cloud Orchestrator services. This method involves manual re-creation of the on-premises configuration and entities in your Automation Cloud organization.

  Documentation  Regions and Instances

We're hosting Automation Cloud in multiple regions to ensure the best performance and data locality for our customers. Our current regions are Europe with servers located in Ireland, North America with servers located in Virginia, and Japan.

  Documentation  About API Access

The Services page enables you to access API specific information for each of your existing Orchestrator services, allowing you to easily find the information required for authenticating to your Automation Cloud-based Orchestrator services via API calls . You can also invalidate the already issued access keys in case you ever need to do so.

  Documentation  Managing Services

The Services page displays basic information about your Orchestrator services: name, status, number of licenses, and action buttons for each service.

  Documentation  Managing Organization Settings

Important! You can view or change your organization settings if you have the Organization Owner or Organization Administrator role.

  Documentation  About Organizations

Organizations are the highest level of structuring available in UiPath Automation Cloud. Every new signup for Automation Cloud creates an organization. You can sign up as an individual willing to try out our products or a company willing to leverage UiPath capabilities for their needs.

  Documentation  Roles

Organization Level Roles

  Documentation  About Services

Services are instances of an application. Currently, Automation Cloud supports only instances of Orchestrator. In this context, a service is an Orchestrator tenant linked to your Automation Cloud organization in the cloud.

  Documentation  About Resource Center

The Resource Center page, accessible through the menu item with the same name, is built to be your one-stop place for all automation related download and documentation needs. It provides you with links for the newest UiPath Studio/StudioX install packages, documentation guides, Robot provisioning solution, and complementary UiPath apps and products.

  Documentation  Software Requirements

Our offering of UiPath Automation Cloud requires no installation from your part. In order to access it, you only need an internet connection with TLS and a compatible browser.

  Documentation  Homepage

Homepage , displayed by default after logging in to Cloud Portal, enables you quickly access your already created Orchestrator services, view organization telemetry data, and learn information about the components you need in order to start your automation journey. Accessible through the Home menu item, the page displays information about the usage trend of your existing licenses, and how they are distributed across services .

  Documentation  The User Interface

Homepage

  Documentation  Notifications

You are notified of all changes within your Automation Cloud organization through pop-up notifications, quick messages displayed in the top right corner of your screen. These messages signal the successful or failed outcome of operations of the following categories:

  Documentation  Audit Logs

The Audit Logs page, accessible through the Audit Logs menu item, displays the audit trail for actions performed by all users in your UiPath Automation Cloud organization.

  Documentation  Checking for Changes

You can keep track of what’s happening on your UiPath Automation Cloud organization, having a complete record of all organization and membership changes.

  Documentation  Distributing Your Licenses

When you decide to increase your automation power and add one or more Orchestrator services to the organization, you need to allocate licenses to the new service(s). Since all your available licenses are already allocated to your first Orchestrator service - the one created automatically when signing up for your organization, you can either contact us to request additional licenses, or you can distribute your existing licenses between your existing services.

  Documentation  Managing Service Level Permissions

Note: Managing Orchestrator service level roles requires you to have the Organization Owner or Organization Admin role.

UiPath Task Mining - Preview

  Documentation  Recorded Applications

View and manage the list of applications where processes made by the users are captured. The Client App logs only data for these applications. The below lists are available:

  Documentation  Set the Goals you want to be gained

Configure data and time limits of recording for individual users and/or the overall project by setting the goals for the Volume of Data and Recording Time by following the below steps:

  Documentation  Configure Upcoming Output

To configure the display of the output document, please configure the way you want the information to be processed by using the below options:

  Documentation  Process Diagram

To view the Process Diagram for a task simply click it. The diagram page is displayed.

  Documentation  Tasks Tabular View

The Discovered Tasks tabular view displays the following details for each identified task:

  Documentation  Firewall White Listing

If your company uses proxies, the below URLs and IPs need to be added to the Firewall Exceptions. To ensure the best performance and data locality for our customers, Task Mining is hosted in servers located in Europe (EU) and the United States of America (US). Please include the following information in the whitelisting process:

  Documentation  Configuring the Proxy

To configure the Client App Proxy please follow the below steps:

  Documentation  Resetting the Invitation Code

Please follow the below steps to reset and resend the Invitation Code in case the one received in the Invitation email is not working or if you cannot find the email.

  Documentation  Admin Console

The Admin Console was tested against the below browsers this is why we recommend opening the platform using the latest versions of these browsers:

  Documentation  Client App

Listed below are the requirements for running the Recorder that needs to be installed on the user’s machine:

  Documentation  Protection of Personal Data and Privacy of the Users

Notes:

  Documentation  FAQs

Admin Console

  Documentation  User Status Error

By accessing the Users module the recording status and the application activity are displayed individually for each user in a tabular format. The Status column displays the recording status of the user.

  Documentation  Information About the Collected Data

Please find below an overview of the data that is collected during the Task Mining usage and the location where it can be accessed.

  Documentation  Common Terms

Find below the definitions for the most common terms encountered in the Process Discovery flow.

  Documentation  Viewing the Process Map Diagram

After the analysis process is complete, the UiPath Representative provides you a ZIP file containing a JSON file and the associated obfuscated/blurred screenshots. Follow the below steps to view the results in a Process Map diagram format:

  Documentation  Initiating the Analyzer

The Analyzer phase is initiated as soon as you successfully uploaded your archived data to the Blob Storage .

  Documentation  Uploading Data to the Blob Storage

Complete the following steps to upload the processed data to the Blob Storage . Your UiPath Representative , runs the data through the Analyzer and provides the results.

  Documentation  Recording Data

The data is recorded by each invited user with the help of the Client App . This local application is installed on each user's machine and facilitate the recording process management.

  Documentation  Client App Overview

The Client App can be accessed by the users who received an invitation to participate in the discovery process and downloaded it. It's used to facilitate the recording process management and other specific information that the users might need.

UiPath Task Capture

  Documentation  Security Information

UiPath strives to maintain a high-security level of the data you capture during the use of Task Capture.

  Documentation  Editing a Document from Automation Hub

  Documentation  Test Manager

Note: This functionality is available only for the Test Manager users registered in the tool's limited General Availability phase.

  Documentation  Editing an Action from a Sequence

Each Sequence contains a number of actions made in order to complete the action. The action represents a certain action, such as a click, documented using a screenshot that underlines the action and the place where this was made.

  Documentation  Receiving the Installer File

There are different ways to obtain the Task Capture installer file:

  Documentation  Licensing

Depending on the way the application is launched, the license types available are defined as follows:

  Documentation  Exporting and Publishing Options

To make the export process more efficient and save time, the below options are available in Task Capture allowing you to export the workflow diagram as:

  Documentation  Language Setup

By accessing Help > Language you can set up your preferred language for this tool. The below languages are available:

  Documentation  FAQs

Installation & License

  Documentation  Automation Hub

Automation Hub is a collaborative process identification, automation pipeline management, and process repository tool that accelerates the adoption of RPA across an organization, by building an RPA Community of Interest that puts the employees in the driver seats of automation initiatives.

  Documentation  Viewing and Editing a Sequence

The workflow diagram is composed of a number of Sequences linked between a Start node and an End action. For each Sequence the following information is displayed:

  Documentation  Creating your own Word Template

Besides managing existent templates, in Task Capture you can create your own template and use it for exporting PDDs.

  Documentation  Details about the PDD

When accessing your Process Definition Document (PDD) the following elements are available:

  Documentation  Managing Word Templates

You can export your workflow diagram in a Word format and create a Process Definition Document (PDD) using customized Word templates available in File > Export & Publish > Word Document > Template View . To manage these templates use the below options:

  Documentation  Installing Task Capture

To start using Task Capture install the tool by double-clicking the .exe file. Wait until the installation is completed.

  Documentation  Hardware Requirements

Minimum Recommended CPU

  Documentation  Software Requirements

Operating system

  Documentation  Help

A Help menu containing useful resources and options is available on the tools header.

  Documentation  UiPath Studio

To export your workflow diagram as a robot prototype in XAML and continue implementing and debugging it directly in UiPath Studio access File > Export & Publish and select UiPath Studio .

  Documentation  Word Document

To export your workflow diagram in a Word format and create a Process Definition Document (PDD) access File > Export & Publish and select Word Document .

UiPath Robot

  Documentation  Hardware and Software Requirements

  Documentation  Installation

  Documentation  Automatic Enrollment

  Documentation  Manual Connection

  Documentation  Login Using Thales Luna Credential System

As of v2020.4.1, UiPath integrates Thales (previously SafeNet) Luna HSMs, making it possible for Unattended Robots to log into Windows by using the HSM (Hardware Security Module). Thales HSM is a hardware cryptographic key storage which allows enterprises, and not only, to provide an extra layer of security when logging into Windows by using the keys stored in the corresponding HSM.

  Documentation  About Backward and Forward Compatibility

  Documentation  Picture-In-Picture (Experimental)

The Picture-in-Picture feature enables you to run attended processes in collaboration with the Robot. A process started in the Picture-in-Picture mode runs in an isolated Windows session, thus allowing you to use the machine while the process is running.

  Documentation  Settings

SDK Settings

  Documentation  SDK Specifications

The following methods and properties can be included in your custom application or web page:

  Documentation  Configuration Steps

In order for your automation projects to benefit from the Robot JavaScript SDK, the following prerequisites need to be met:

  Documentation  About the Robot JavaScript SDK

Attended automation today requires you to be alongside the Robot and know which process to start. Moreover, you can't pass input arguments or automatically make use of the output directly. By using the Robot JavaScript SDK, you can enable the Robot in your custom application, or web page to handle various tasks, such as managing processes, passing arguments, and and start processes based on output.

  Documentation  Windows Sessions

About Windows Sessions

  Documentation  Unresponsive Robot Over RDP

Observed Behavior

  Documentation  Robot API

The Robot is able to tackle various automation needs. These capabilities are greatly increased when you make use of the Robot API, offering a tailored experience to create domain-specific interfaces.

  Documentation  LicenseTool Command Descriptions

The UiPath.LicenseTool.exe is a command line utility which enables you to activate your machine online or offline, and update your license information. The utility can be found in the C:\Program Files (x86)\UiPath\Studio folder by default.

  Documentation  Field Descriptions

UiPath Assistant

  Documentation  About UiPath Assistant

UiPath Assistant is the center of all your attended automation needs. It is an application which allows you to view, manage, and set reminders for processes. As a client of the Service , it can request to start or stop jobs and change settings, based on user input.

  Documentation  Duplicate Execution Logs

Observed Behavior

  Documentation  Background Process Automation

Note: This is only available for Attended Robots , when using Unattended Robots to run multiple Processes at the same time, each Running Process will consume a separate license.

  Documentation  Package Signature Verification

Observed Behavior

UiPath Orchestrator

  Documentation  About Installation

  Documentation  Backward and Forward Compatibility

  Documentation  Managing Robots

In modern folders, there is no robot management per se, as robots are created automatically. You are, however, required to make some settings in order to control the licensing, execution and authentication aspects of the robot to be created. Find below the steps to be followed such that you have a functional setup which allows you to execute jobs in modern folders.

  Documentation  Setup Samples

This page describes a mapping between a couple of various real-life scenarios and the corresponding Orchestrator setup done in modern

  Documentation  Robot Settings

UiPath Robot execution settings that can be managed from Orchestrator for each Robot, without needing to connect to the Robot machine each time. These options stay the same regardless of robot and folder types.

  Documentation  Setup Samples

This page describes a mapping between a couple of various real-life scenarios and the corresponding Orchestrator setup done in classic folders.

  Documentation  Identity Server Troubleshooting

Viewing Additional Information in Logs

  Documentation  Managing Test Schedules

Create a Test Schedule

  Documentation  Managing Test Sets

Create a Test Set

  Documentation  Azure AD Authentication

Configure Azure AD to Recognize a New Orchestrator Instance

  Documentation  Google Authentication Using OpenID Connect

Configure Google to Recognize a New Orchestrator Instance

  Documentation  Installation Access Token

Identity Server allows you to register other UiPath on-premise products, called clients , for Single Sign-On with Orchestrator. This is done through an installation access token which can be found in the Identity Management Portal 's Installation Access Token page.

  Documentation  Field Descriptions for External Providers Page

This page is only accessible within the Identity Management Portal , while logged in at host level with a user with System Administrator role.

  Documentation  Identity Management Portal

The Identity Management Portal is Identity Server's interface. It enables you to configure external identity provider settings and to generate installation access tokens for integration with other UiPath on-premises products or services. It has three available menus: Hub , External Providers and Installation Access Token .

  Documentation  External Identity Providers

Identity Server acts as a federation gateway for a series of external identity providers (Google, Windows, Azure AD, SAML2) and it allows you to easily configure their settings in its External Identity Providers page. Orchestrator's web.config file doesn't need to be changed in order to perform external identity provider configurations. Note that users are created within Identity Server's database.

  Documentation  About Identity Server

UiPath Identity Server is a service that offers centralized authentication and access control across UiPath products. Its purpose is to provide a coherent experience and parity of functionality for authentication and some aspects of authorization across all UiPath products and services. For Identity Server, these products and services are considered clients .

  Documentation  Field Descriptions for the Test Schedules Page

The Test Schedules Page

  Documentation  Test Schedules

Test Schedules enable you to execute tests in a preplanned manner and predetermined intervals.

  Documentation  Managing Storage Buckets

Creating Storage Buckets

  Documentation  Field Descriptions

The Storage Buckets Page

UiPath Test Manager

  Documentation  Jira Requirements

Synchronizing Objects from Jira to Test Manager

  Documentation  Using External Reporting Tools

The following table lists the views which are available for reporting purposes. Your system administrator can help you to connect your reporting solution to those views.

  Documentation  The Project Dashboard

The project dashboard is displayed as the landing page whenever you open a project.

  Documentation  About Reporting

Test Manager distinguishes between two types of reporting. On the one hand, we have dashboards that provide a quick overview of your testing. It lets you understand progress, detect problems, and recognize overall quality indicators. Test Manager comes with 2 dashboards that provide core information about your Test Executions.

  Documentation  Analyzing Test Results

Selecting Test Results from the project navigation enables you to view test results. This is your go-to place for:

  Documentation  About Test Results

Understanding how test results are organized in Test Manager is very important in order to deal with dashboards and reporting.

  Documentation  Executing Manual Tests

To start the execution:

  Documentation  About Executing Tests

Executing tests can be done either manually or automatically. Manual execution is invoked via Test Manager while automated execution is invoked via UiPath Orchestrator only. No matter which flavor you chose to use, test cases are never executed directly. They are instead executed by executing test sets.

  Documentation  Test Sets

Test Sets are logical groups of test cases. The purpose of test sets is to define groups of tests that should be executed together within one run. For instance, a smoke test is a group of tests that only check for top-critical capabilities. Whenever any test case from a smoke test fails, there is a critical problem. Executing a smoke test should not take too long. They are executed for instance whenever a developer commits changes to the source code. By comparison, a regression test is a comprehensive test which should provide a detailed overview over the system under test. Execution often takes hours or even days. To define the set of tests to be executed for those purposes, test sets are created. A test case can be assigned to several test sets.

  Documentation  Documenting Test Cases

UiPath Task Capture is a process discovery tool that helps you document your Test Cases in order to avoid manually downloading the images and typing titles for each of the included actions.

  Documentation  Managing Test Cases

Test Cases can be either manual or automated or both. You can start by creating manual tests and later automate them. Tests that contain both manual steps and automation can be executed manually or automated. From a result perspective, this makes no difference.

  Documentation  Requirements

It is very common to use specialized requirements management tools to manage requirements like user stories, epics, or other artifacts. Test Manager supports the synchronization of requirements from external tools as well as the creation of requirements from within Test Manager. In a Test Manager project, there can be requirements that are synced from external tools as well as requirements that were created in Test Manager.

  Documentation  Connecting a Jira Project

Installing UiPath Test Manager for Jira

  Documentation  About ALM Tool Connectors

It is a common practice to use specialized tools for requirements management, agile planning, and defect management. Test Manager comes with strong integration capabilities in order to make testing part of your development process.

  Documentation  Creating a Project

A testing project comprises a full set of artifacts that are targeted towards a joint testing goal. Test Manager allows an unlimited number of Testing Projects to be created.

  Documentation  Integrating with Orchestrator

To start using your Test Manager, the first thing you need to do is to assign an Orchestrator instance to it. This is part of the installation process. Refer to the [installation guide] ( https://docs.uipath.com/installation-and-upgrade/docs/tm-installation ) to learn how to perform the necessary steps.

  Documentation  Introduction

Functional testing, no matter if it is done in the context of software development or RPA, is not something that can be done by one tool only. For instance, having only a tool for test-automation will let you create automation but when it comes to executing in a build-driven or scheduled manner, it will not be the right solution. Testing involves a comprehensive set of tools which need to be integrated tightly with each other.

UiPath Test Manager

UiPath Studio

  Documentation  Install Studio

  Documentation  About The Diagnostic Tool

The UiPath Diagnostic Tool is a standalone utility, enabling you to better collect and preview diagnostics info, which is then packaged and can be sent to our technical support team to help you solve potential problems.

  Documentation  Prioritize Activities by Scope

Using the UiPath.Activities.API package from the Official feed ( https://www.myget.org/F/workflow ], you can set Studio to show activities that match the custom activity's scope at search.

  Documentation  RPA Testing

RPA Testing is designed for testing workflows directly and viewing the activity coverage during execution. Such testing processes ensure that execution is performed and all corner cases are covered, regardless of the decisions taken during execution.

  Documentation  API Test Automation

Studio Pro supports API Test Automation projects through its integration with Postman, a software development tool for performing test calls to APIs. This integration also includes Newman, a command-line collection runner for Postman for running and testing a collection directly from the command-line.

  Documentation  Application Testing

Studio Pro supports the creation of specialized test cases for conducting automated application testing. Individual test automation projects can be created in Studio Pro, used for verifying data, and included in CI/CD pipeline scenarios.

  Documentation  Using UI Libraries

Important! Objects Browser is currently an Experimental feature currently under development and subject to change. Such beta features are not supported for Enterprise customers. Projects which use this feature are not guaranteed to be backward compatible with future iterations of Studio. Object Browser is currently available only with a Community license .

  Documentation  Creating UI Libraries

Important! Objects Browser is currently an Experimental feature currently under development and subject to change. Such beta features are not supported for Enterprise customers. Projects which use this feature are not guaranteed to be backward compatible with future iterations of Studio. Object Browser is currently available only with a Community license .

  Documentation  ST-USG-026 - Activity Restrictions

Rule ID : ST-USG-026

  Documentation  ST-USG-025 - Saved Value Misuse

Rule ID : ST-USG-025

  Documentation  ST-USG-024 - Unused Saved for Later

Rule ID : ST-USG-024

  Documentation  ST-MRD-017 - Incomplete If

Rule ID : ST-MRD-017

  Documentation  ST-SEC-008 - SecureString Variable Usage

Rule ID : ST-SEC-008

  Documentation  About Objects Browser (Experimental)

Important: Objects Browser is currently an Experimental feature currently under development and subject to change. Such beta features are not supported for Enterprise customers. Projects which use this feature are not guaranteed to be backward compatible with future iterations of Studio. Object Browser is currently available only with a Community license .

  Documentation  ST-USG-014 - Package Restrictions

Rule ID : ST-USG-014

  Documentation  ST-SEC-007 - SecureString Argument Usage

Rule ID : ST-SEC-007

  Documentation  ST-DBP-023 - Empty Workflow

Rule ID : ST-DBP-023

  Documentation  ST-NMG-016 - Argument Length Exceeded

Rule ID : ST-NMG-016

  Documentation  Tutorials

The following tutorials and examples are found in dedicated chapters throughout this guide. This page serves as a central point for accessing these examples.

  Documentation  Case-Sensitive Selectors

About Case-Sensitive Selectors