integration-service
2024.10
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Integration Service for Automation Suite User Guide
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated 2024年11月11日

连接器

Integration Service 支持跨UiPath™ Platform 中的所有产品进行集成/连接。 它标准化了您要集成的系统的授权和身份验证。

关于连接器

连接器有助于创建与 UiPath 外部应用程序关联的安全连接。 连接器是一种功能强大的预构建 API 集成,可提供一致的开发者体验,同时简化集成流程。

Publishing connectors

概述

To get started, access the Automation Suite platform. On the left-side menu, select Integration Service.

The Connectors catalog is empty by default. You can choose which connectors to install and publish to your workspace. This means you don’t have to deploy all available connectors for every release or update. You can easily publish, manage, and maintain connectors without unnecessary installations or testing.

The connector publishing user interface empowers admin users to manage the available connectors for installation or upgrade within their Automation Suite environment. This interface allows you, as an admin, to:

  • Publish connectors: Choose which connectors to install in your Automation Suite instance.
  • Bypass versions: Skip connector versions that may not be relevant or could affect existing workflows and select connector versions you need.

Managing the catalog

The Manage catalog option is accessible to users with administrator permissions. Users without admin permissions can only view the published connectors, and not the Manage catalog option.


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To publish connectors to your workspace, take the following steps:

  1. Make sure Integration Service is correctly installed in your Automation Suite instance.
  2. Select Integration Service from the left navigation tab. This brings you to the Connectors page, which is empty by default.
  3. Select Manage catalog.
  4. The full list of connectors available in Integration Service is displayed. As an admin, you can select and install all available connectors, or select and install only the connectors you choose. Enable the checkbox for all the connectors you want to install, then select the Install button.

    You can use the global Install button or the Install option available on each connector.

    The installation process takes a few minutes, depending on the number of selected connectors.

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发布状态

The Release columns allows you to see which connectors are in preview. If no tag is present for a specific connector, it means the connector is in general availability.

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版本

As an admin, you can see the connector versions in the Manage catalog dashboard, together with one of the following tags:

  • Active: The connector is installed and active with the displayed version.
  • Latest (not installed): This connector is not installed, and this is the latest version.
  • Previously installed: The displayed version is the last version installed.
Tip: Select the More options menu on each connector to install it or access its documentation.

Once you complete the installation, you can return to the Connectors home page and see the list of published connectors.

Note: Activities are not immediately available in Studio Web. Please allow approximately 20 to 30 minutes for all activities to load.

Governance for connectors

For published connectors, you can setup a governance policy to:

  • Enable connectors per tenant: Select which connectors should be enabled for each tenant.
  • Manage authentication: Choose the authentication type for each connector.
  • Predefine credentials: Setup the credentials for private applications (Bring your own app).

For details, see the Settings for Integration Service policies in the Automation Ops User Guide.

Unpublishing

You cannot unpublish connectors. This prevents any impact on connections, triggers, or processes that might be using published connectors.

If you want to hide a connector after publishing, you can set up a governance policy in Automation Ops.

使用连接器

连接器的页面包含四个选项卡:“构建” 、“连接” 、“触发器” 和“活动” 。

构建

在“构建”选项卡中,您可以通过选择以下选项之一开始构建使用连接器的工作流:

  • 在 Studio 中从头开始构建自动化 – 使用该连接器启动 Studio Web 项目。
  • 在 Studio Desktop 中构建自动化 – 打开 Studio Desktop 应用程序并创建一个新项目。
连接

在“连接” 选项卡中,您可以查看、编辑和管理该连接器的连接。

触发器

在“触发器”选项卡中,您可以查看、编辑和管理该连接器的触发器。

活动

在“活动”选项卡中,您可以看到可用于该连接器的活动和触发器的列表。

连接器的监管策略

您可以通过UiPath™自动化操作中的策略管理连接器目录和连接器身份验证选项。

策略允许您覆盖或预定义身份验证设置(例如自带应用程序),或者为租户或组织指定特定的身份验证详细信息。

有关更多信息,请参阅 Automation Ops 用户指南中的“Integration Service 策略设置”

注意:策略部署不会影响现有连接和工作流。 新策略仅影响新创建的连接。

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