- Release notes
- Getting started
- Setup and configuration
- Unassisted Task Mining
- Additional resources
Settings
Output configuration lets you choose if you want PII data masking to work as per details below.
An AI Center™ project is automatically created when a Task Mining project is created and selected in the continuous upload configuration.
To select another project for the continuous upload:
- Select Edit in Configure Upcoming Output.
- Select the AiCenter Project from the dropdown list.
- Set a name for the Analysis name.
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Select Save to apply changes.
Study Uploader. Refer to Using StudyUploader for details.
- In the Network Shared Folder area specify a path to a network shared drive that can be accessed by users with write permissions. Use the following path format: format: \\\network\folder\path
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The Available intermittently checkbox enables you to continue the recording process in case the Network Shared Folder you set up is not available and keeps the recorded data locally until the access to the folder is restored.
Personally identifiable information (PII) is information that, when used alone or with other relevant data, can identify an individual. This can be switched on or off based on your preference.
PII detection model looks for a standard pre-configured limited category of content.
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Sensitive PII information includes legal statistics such as:
|
PII Type |
Description |
|---|---|
|
Social Security Number (SSN) |
It is a 9-digit number issued to US citizens, permanent residents, and temporary working residents. |
|
Credit/Debit Card |
The number, expiration date, and card verification code for a credit or debit card. |
|
Banking Routing |
A US bank account routing number. These are typically 9 digits long. |
|
Phone |
A phone number. Including fax and pager numbers. |
|
Address |
A physical address, such as "Suite #1, Building 1234". An address can include a street, building, location, city, state, country, county, zip, precinct, neighborhood, and more. |
|
Name |
An individual's name, but does not include titles, such as Mr., Mrs., Miss, or Dr. |
|
|
An email address, such as [email protected]. |
|
License ID |
The number assigned to a driver's license is an official document permitting an individual to operate one or more motorized vehicles on a public road. A driver's license number consists of alphanumeric characters. |
|
Passport |
Passport numbers range from 6 - 9 alphanumeric characters. |
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Some PII Types of data are Country Specific and don't apply to every country.
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For the PII Masking feature to work as intended, the desktop application version 21.6.71 or higher must be installed.
View and manage the list of applications where tasks made by the users are captured. The Recorder Client logs only data for these applications.
Under the Recorded Apps section, create the Recorded Applications list by adding applications or websites. This is a mandatory step to be able to record successfully. The Client App will only log data for these applications and websites.
Below is an overview of the available lists:
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Globally for all users tab - the list of applications that are implemented and recorded for all the users. Once you set the list of the Recorded Apps, users cannot change it. However, they can request other applications to be added through the Recorder Settings. Refer toRecorder settings for details.
- Allow recording - the list of applications and websites that will be included in the recording.
- Deny recording - the list of applications and websites that the Recorder will ignore when recording.
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On Individual Users' Request tab - the list of applications that users have requested to be recorded through the Recorder settings.
- Allow recording - the list of applications and websites that will be included in the recording.
- Deny recording - the list of applications and websites that the Recorder will ignore when recording.
To add an application or website to the Allow recording list, use the Search option to be sure the app is not already added and follow the applicable scenario as listed below.
Perform the search as in the illustration below:
You can also select applications and/or websites from the Deny recording list and move them to the Allow recording list.
Follow these steps to add an application or website that is not available in the Allow recording list tab.
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Select Allow.
- The Allow Application or Website pop-up is displayed.
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Enter the name of the application or the domain of the website for which you want to allow recording and select Add.
.exe format. For websites, make sure that you enter the correct domain name and the extension, for example, uipath.com. To find the correct executable name of an application, refer to How to Find the Executable File for a Program.
If a browser was set on the allow list, all websites/url are collected. To avoid collecting data from personal websites, use the deny list to prevent specific websites from being collected.
You can also just add the websites from where you want to record data in the allow list. This ensures that you collect data only from the allowed websites.
By adding a website to the Allow recording list, you are giving permission for that specific site to be recorded regardless of what browser is used to access it. Even if the browser itself is not explicitly added in the Allow recording list, the permitted website will still be recorded.
To add an application or website to the Deny recording list use the Search option to be sure the app is not already added and follow the applicable scenario as listed below.
You can also select applications and/or websites from the Allow recording list and move them to the Deny recording list.
Follow these steps to add an application or website that is not available in the Deny recording list tab.
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Select Deny.
- The Deny Application or Website pop-up is displayed.
- Enter the name of the application or the domain of the website for which you want to deny recording and select Add.
.exe format. For websites, make sure that you enter the correct domain name and the extension, for example, uipath.com.
To find the correct executable name of an application, refer to How to Find the Executable File for a Program.
Follow the steps below to Delete an application from the recording list.
- Locate the application or website in the list and select the option button.
- Select Remove.
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The application or website is removed from the list.
Important: If the recorded apps list is empty, you will be prompted with a notification dialog that allows you to add apps or skip and proceed, but by skipping, you will not record any steps.
The Data collection policies allows the Company Admin(s) to easily inform the users about the recording process and gather their consent to record the data for a Task Mining project.
Below is a description of the available options.
| Option | Description |
| Show consent dialog for users | Displays a consent dialog for a user when you start a user recording process.
Users will be presented with a dialogue to accept or decline the recording terms and conditions before the desktop application begins capturing the data. By default, the timeframe for the recurring consent collection in the Show at the Start of every <> days(s) field is set to 7 days. Users will be prompted with the consent dialogue after the specified amount of days passed since the user accepted the consent the first time. View users consent logs enables you to browse the consent collection history. Note:
The Show consent dialog for users option is enabled by default. You cannot disable it. |
|
Anonymize user names on the Results page |
Enables you to anonymize user names that are displayed on the Results page to protect the privacy of individuals represented by the data. |
