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UiPath 机器人

UiPath 机器人指南

关于 UiPath Assistant

About

UiPath Assistant 是专门创建的工具,旨在让用户在方便使用的桌面上与我们的机器人进行交互,使其成为绝佳的愉悦体验。在这里,用户只需单击几下即可轻松访问、管理和运行自动化。您还可以在此处将机器人连接到 Orchestrator。通过为机器人选择头像和名称,在启动台的自定义文件夹中组织自动化或选择其他主题,可以对界面进行自定义以更好地适应其用户。所有这些使 UiPath Assistant 成为了人类与 Robot 之间的桥梁。

首次启动 Assistant 时,系统会为您提供交互式导览,带您浏览其中的主要功能。这始终可以从“首选项”菜单的“帮助”版块重新启动。

作为机器人的客户端,它可以根据用户输入发送命令以启动或停止作业以及更改设置。

尽管专为有人值守而设计,但 UiPath 助理对可以启动的自动化未设任何限制。这意味着您可以轻松连接到 Orchestrator 并从中启动作业。

During installation, you are able to choose to deploy the Robot in User Mode or Service Mode to better suit your environment. For more details, see the According to Deployment document.

安装并运行 UiPath Assistant 后,系统托盘中将显示图标 Robot_icon。单击此图标可使 UiPath Assistant 成为焦点,而单击鼠标右键将弹出一个菜单,您可以从中访问“首选项”、“Orchestrator 设置”,将其设为焦点或退出。

UiPath Assistant 图标和“自动化执行”图标:

托盘

  • connected - when the connection is established.
  • disconnected - when not connected.
  • connection_error - when an error is encountered, such as the UiPath Robot service being stopped.
  • warning - 有新的或未读的通知时。

任务栏

  • search - Simple Assistant
  • search - Running Automation.
  • search - Running Automation in PIP.

状态

您也可以通过将鼠标悬停在托盘图标上或前往 UiPath 助理状态栏查看与 Orchestrator 的连接状态,如下所示:

  • 已连接、已获得许可、受 EDR 系统保护 - 当机器人存在且已获得许可,并且您使用 CrowdStrike EDR 传感器时。
  • 已连接、已获得许可、未检测到 EDR 保护 - 当存在机器人且已获得许可,并且您不使用 CrowdStrike EDR 传感器时。
  • 已连接,未获许可 - 当机器人存在但未获得许可证时。鼠标悬停时将显示以下工具提示消息:"There are no available licenses on the server."
  • 已连接,未经许可 - 在以下情况下,鼠标悬停时会显示此状态以及以下工具提示消息之一:
    • "An Orchestrator Robot definition must exist for this user." - 如果未在 Orchestrator 上定义托管机器人的计算机。例如,如果您使用 ConnectionString 部署了机器人,而没有首先在 Orchestrator 中定义机器人。
    • “Robot does not exist.” - 未定义机器人时。
    • “Robot already connected to machine ‘Machine_Name’.” - 浮动机器人已在另一台计算机上使用。
    • "The machine key is linked to another machine!" 您用于连接到 Orchestrator 的密钥属于 Orchestrator 中的另一台计算机。

For more information, see the Field Descriptions for UiPath Assistant.

登录到您的帐户

  1. 单击主窗口中的“登录”按钮,或单击 Preferences 打开“首选项”菜单,然后单击“登录”
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  1. 将打开一个新的浏览器窗口。根据您的身份验证方法,您可以使用用户名和密码登录,也可以使用可用的身份验证提供程序之一登录。
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When you log in, you are authenticated against the default Service URL, https://cloud.uipath.com. For more information about using interactive sign-in, see the interactive sign-in documentation.

:information-source: If your organization is using a basic authentication proxy, the UiPath Assistant automatically detects it, and prompts you to enter the username and password. For more information, see the robot documentation on proxy configurations.

:information-source: If your organization defined a trusted IP range using access policies, and your IP falls outside this range, you will be prompted with the following error message: UiPath Robot Error. Response status code does not indicate success: 403 (Forbidden). See more information about Restricting access by IP.

界面

UiPath Assistant 的界面采用两列设计:

The left side contains the tabs (Home, Reminders, and Marketplace), while the right side, also named "the Launchpad" has your favorite automations to provide easier access to them. You can drag and drop them, arrange them, and create sections as shown below. The right side also displays the Automation Details when used.

在 UiPath Assistant 的底部,您可以找到“机器人身份”和搜索栏,可用来更轻松地查找自动化。

When you have the Automation Store Widget deployed, the search functionality in the Assistant Home tab also returns related ideas that are part of Automation Hub, but not deployed in the Automation Store. It also returns results from the Marketplace Widget.

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UiPath Assistant 分为以下选项卡:

主页选项卡

“主页”选项卡用于:

  • 查看所有可用的自动化:
    • If UiPath Assistant is connected to Orchestrator, automations from the environments and folders the Robot is a part of are displayed. Hovering over an automation displays its name, version and folder.
    • If UiPath Assistant is not connected to Orchestrator, automations from the %ProgramData%\UiPath\Packages folder are displayed. The Packages folder can be specified, as explained on this page.
  • View all the available Apps, if the Apps Widget is enabled in Automation Ops.
  • View the automations from Automation Store, if the Automation Store Widget is enabled in Automation Ops.
  • 下载拥有最新版本,或需要在本地下载和解压的自动化,并查看其安装状态。
  • 在启动台中添加或删除自动化,单击上下文菜单,然后选择“固定到启动台”,或简单地将自动化从左面板拖放到启动台。
  • View all currently running foreground and background automations.
  • Pause, resume, or stop an automation. The Pause button can be disabled for an automation from the Studio Process Settings window. Once an automation is started, the execution status is displayed. You can use the Report Status activity to have custom status messages displayed during execution. UiPath Assistant is minimized while the automation is running.
  • 单击右上角的租户切换器,在 UiPath Orchestrator 租户之间切换。
    :information-source: The tenant switch option is only available when using the base URL (e.g. https://cloud.uipath.com) as the Service URL.
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UiPath 产品组

In the Launchpad, you can find the UiPath Products Group, which contains the Task Capture Launcher and the option to submit an idea to Automation Hub. They can also be accessed from the menu right next to Home.

This section can be disabled from the Launchpad section in the Preferences menu of the UiPath Assistant, or from the Automation Ops governance policies.

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📘

备注:

要禁用 Task Capture,请打开 agent-settings.json,然后在 user 条目下方(和外部)添加 disableTaskCapture: true

上下文菜单

The contextual menu search allows you to manage an automation. Going to the contextual menu and clicking on Delete personal automation removes the automation from both UiPath Assistant and Orchestrator's personal workspace feed. From here you can also use the Send to desktop feature to create a desktop shortcut which can be used to start the automation.

📘

备注:

从您的个人文件夹中删除自动化时,它会从 Orchestrator 中删除该自动化并将软件包保留在原位。

自动化详细信息

“自动化详细信息”子菜单提供以下内容:

  • 自动化名称和说明 - 这些基于创建自动化时在 Studio 中提供的详细信息。
  • Input Arguments can be found under the Customize section and are used to configure automations that make use of input arguments. If an Input Argument is mandatory, it's marked by an asterisk * next to its name. The following value types are supported: Int32, String, Boolean, and DateTime. For more information, see Configure Input Arguments.
    “历史记录” - 显示自动化的执行历史记录。单击事件会显示其他详细信息。
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  • The Run in PiP toggle is inherited from the project settings in Studio. If an automation is set to Start in PiP in Studio, the toggle is enabled. Changing it from the UiPath Assistant overwrites the setting from Studio.
  • 键盘快捷键 - 提供了用于设置启动自动化的键盘快捷键的选项。
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您的机器人

为了使机器人更加人性化,您可以通过选择图片和名称来赋予其身份。首次打开 UiPath Assistant 时会完成此操作,但是可以随时单击搜索栏旁边的机器人并在其上悬停以显示名称来进行更改。

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提醒选项卡

“提醒”选项卡使您能够为自动化创建提醒。您可以指定接收通知的时间、日期和重复周期,以提醒您开始执行流程。可以为“自动化列表”部分中的任何可用自动化设置提醒。

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已设置提醒的自动化显示在“提醒”选项卡上。然后,系统会按计划显示通知,提醒您启动自动化。请注意,未经您的同意,自动化不会启动。您可以将提醒推迟 10 分钟、将其关闭或启动自动化。

16 天前更新


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