task-mining

latest

false

Task Mining

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite

Last updated Nov 13, 2024

Recorder settings

The Task Mining Recorder can be accessed by users who received an invitation to participate in the discovery process and installed the recorder. Refer to Capturing with the recorder for details. The Task Mining Recorder is used to facilitate the recording process management and define other specific settings that the users might need.

Editing preferences

The Preferences page enables you to customize the Task Mining recorder to adjust it to your needs. You can open the Preferences page from the Recorder menu.

Follow these steps to open the Preferences page.

Launch the Task Mining recorder.

Note:
You can search for Task Mining in the Windows Start menu, or navigate to the application in the Windows file browser.

If you’re unable to access the application that way, you can access via selecting Capture trace in a new Task Mining project or Start recording in an existing Task Mining project. For Unassisted Task Mining (UTM), you can always access the MSI via the email invitation to the project.
If you are already signed in to Task Mining, you can skip this step. If not, select Sign In and authenticate yourself with your Automation Cloud^TM credentials.

Note:
You can search for Task Mining in the Windows Start menu, or navigate to the application in the Windows file browser.

If you’re unable to access the application that way, you can access via selecting Capture trace in a new Task Mining project or Start recording in an existing Task Mining project. For Unassisted Task Mining (UTM), you can always access the MSI via the email invitation to the project.

Select Open UiPath Task Mining and navigate back to the recorder. Select any tenant you have access to, to move forward and select Continue.
Select your account icon at the top of the recorder.
Select Preferences from the menu.

The Preferences are displayed in a separate window with the General tab selected.

General

The settings on the General tab enable you to define your personal preferences for using the recorder.

Below is an overview of the settings on the General tab.

Section	Enables you to
Theme	select the interface theme for a more comfortable experience.
Zoom	change the zoom percentage of the recorder window.
Language	select the preferred language used for the recorder windows and the recording. Note: If you update the language during the creation/capturing process, the actions recorded after the new language is set up will be displayed in the newly selected language.
Telemetry	toggle anonymous telemetry data gathering on or off.

Keyboard shortcuts

The settings on the Keyboard shortcuts tab enable you to define hotkeys you want to use for capturing process.

Below is a description of the settings on the Keyboard shortcuts tab.

Setting	Enables you to	Default setting
Pause/resume capturing	enter the hotkey you want to use to toggle pause or resume capturing	F10
Stop capturing	enter the hotkey you want to use to stop capturing	F9
Focus/Unfocus capturing panel	enter the hotkey you want to use to toggle focus or unfocus the capturing panel Note: During the capturing process, pressing the configured hotkey makes the capturing panel become focused/opaque and the capturing pauses automatically. When pressing the hotkey again, the capturing panel becomes unfocused/transparent and the recording is resumed.	F8
Restore Defaults	revert to the default settings. Note: The Restore Defaults button is only enabled if you have changed one or more keyboard settings.

Note:

You must select a different key or key combination for each setting. If you set a value that is already used for a setting an error message will be displayed.

You can use a key combination like Alt + C , or Ctrl + P. The hotkey cannot contain just one of the Alt, Ctrl, Shift or Window keys.

Changing the value of a key setting

Follow these steps to change the value of an hotkey.

1. Select the setting you want to change.

2. Press the key (or key combination) you want to use for the selected setting.

The pressed key or key combination is displayed in the setting field.

Clearing the value of a key setting

Follow this step to clear a key setting.

1. Select the clear icon next to the hotkey for which you want to clear the value.

The value is removed and the setting field becomes empty.

Connection settings

The settings on the Connections tab enable you to verify if you are connected and using the proper settings to record to a specific project.

Below is a description of the settings on the Connection settings tab.

Setting	Description
Service URL	the address where the recorder connects to the server where the projects are. Important: Do not change the Service URL, unless specifically asked to be changed.
Organization name	The organization you are connected to. Enables you to check if the recorder is connected to the same organization as your project or tenant.
Tenant name	The name of tenant you are connected to. Note: If you want to select a different tenant for the recording, select Sign out. You will return to the login screen where you can select a different tenant.
Status	The current status of your connection.
Proxy settings	Enables you to edit the settings for the proxy connection. Select the Edit button to edit the proxy settings.

Configuring the proxy

You can edit the proxy settings from the Connection settings tab of the recorder Preferences. Refer to Editing preferences for details. Follow these steps below to configure the recording application proxy.

Select the Edit Proxy settings button on the Connection settings tab of the recorder Preferences. The Proxy Settings window is displayed.
If you want to use a proxy .pac script to apply proxy settings from a central location, enable the Use .pac script option and enter the script location.

Note:
This assures you have the correct and most updated configuration of the proxy settings.
If you want to manually enter the proxy settings, enable the Use proxy server option.
Enter the Proxy Address (Host) IP address and the Port number.
Select Save.

To find out how to configure the proxy settings via Command Line Parameters, refer to Command line parameters.

Setting the IP address and port number (Windows 10)

Open the Windows Start menu.
Go to Settings -> Network & Internet
In the left-hand pane, select Proxy.
Retrieve the IP Address and Port Number.

Extensions

The Extensions tab enables you to install the same extensions used by UiPath® Studio and Assistant to improve the precision of captured selectors. These are available for different browsers, virtual desktops and clients, and also Java-based applications.

Note:

To work correctly, installed browser extensions also need to be enabled in their respective browsers.

Installing an extension

Follow these steps to install an extension.

Locate the extension you want to install.
Select the Install button for the extension.

Uninstalling an extension

Follow these steps to uninstall an extension.

Locate the extension you want to install.
Select the Uninstall button for the extension.

Note:

The Uninstall button is only available for installed extensions.

Troubleshooting

The Troubleshooting settings enable you to view the progress of your Task Mining project and to define specific selector configuration settings.

Below is a description of the Selector configuration settings.

Setting	Description
Optimize selector quality	Enables you to select whether you want to improve the selector quality by generating unique identifier during the capturing.
Disable selectors for apps with configuration issues	Enables you to disable selectors for applications specified in a list, during export to Studio.

Disable selectors for specific apps

It is possible to disable selector generation for specified applications. This way you can edit the list of the applications for which Task Mining Application will not generate selectors that might cause some applications to crash.

Follow these steps to set up this configuration.

On the Advanced settings tab, select Disable selectors for apps with compatibility issues.
Select the Edit list button that opens a text file containing the list of applications for which selectors are disabled.
Edit the list of applications as desired.

Note: Use this option in case you notice crashes of the applications while you capture them. When the Disable selectors for apps with compatibility issues option is selected, Task Mining will not generate selectors for the applications in the list and this way you should avoid crashes. Keep in mind that during export to Studio, selectors for actions performed for the applications that were excluded will remain empty.

Help

The Help tab provides different options for getting product information or providing troubleshooting details, for example to UiPath® support.

Extensions errors

A warning message appears during the capturing process if:

There's an issue with the extension.
The extension for the captured app isn't installed.
The extension for the captured app is disabled.

Product documentation

Select Product documentation to find out more about how to use the recorder by browsing through our documentation guide.

Report an issue

Select Report an issue to open the Contact Technical Support page in your browser, where you can request assistance if issues occur with the product.

Open logs folder

The Open logs folder option lets you open the logs folder of Task Mining application from where you can grab specific logs or data that might be requested from the support team.

Save logs

Saving logs helps you gather information to share with the support team if needed.

You can select the Save logs option to save a .zip file with data for application troubleshooting. A dialog box opens and you can select where to save the file.

Extracting logs from your Task Mining recorder

If you need technical support from UiPath®, you may need to provide Task Mining log files.

Follow these steps to extract log files from the Task Mining Recorder.

Open the Recorder Settings. Refer to Editing preferences for details.
Go to the Help tab in the Preferences window.
Select Save logs.
In the Save logs file explorer dialog, select the location where you want to save the .zip file that contains the Task Mining log files.
Select Save.