2.4.1

Edit

Preferences

There is a number of global parameters for WorkFusion Studio to define settings of components, its general behavior that can be set in Preferences, for example, Playback settings, Image detection, Global timeouts.

The most widely used setup refers to the Studio settings. Go to Window > Preferences > WorkFusion Studio.

Language settings

You are able to change the display language to your preferred language at any time. The list of languages you can use use includes English (default), Spanish, and Japanese. To set up your language preferences, do as follows.

  1. Go to Window > Preferences > WorkFusion Studio.
  2. Select the language you need in the Select Language dropdown.
  3. To save, click Apply and Close.
  4. The settings apply after restart. Click OK to confirm the changes.
note

Mind that tab names are translated only on selecting a tab and making it active. That is the issue related to Eclipse. To learn more, see here.

Bot task

Bot task settings refer to working with bot tasks. Here, you can enable/disable the following options.

  • Automatically add namespace on document open
  • Show "Confirm Namespace Add" dialog

Content Assistant

In Studio, you can adjust Content Assistant to purposes of your development tasks. Go to Windows > Preferences > WorkFusion Studio > Content Assistant to fine-tune the function to get the maximum help from it.

note

Content Assistant for bot task scripts is disabled by default to make scripting faster. It is recommended not to enable it in case you use the Code perspective.

The following options can be adjusted.

  • Auto activation define how fast Content Assistant prompts the suggestions (in milliseconds) and keyboard keys to activate it in Groovy.
    • Auto activation delay (ms)
    • Auto activation triggers for Groovy
  • Relevance rank the constructs according to their importance to your programming preferences. The higher the relevance, the higher the place of a construct in the list.
    • Predefined variable relevance
    • Runtime variable relevance
    • Base script method relevance
    • Static field relevance
    • RPA static methods relevance
  • Packages - define packages to be used as a source for Content Assistant and their ranking order.

Data Stores

Data Stores settings allow to select a working copy update strategy. The available options are as follows:

  • Bot task completed successfully
  • On each <datastore> plugin execution
  • Never

tip

For Data Stores, see here. To learn more about the <datastore> plugin, go to [WorkFusion Studio > Help > Help Contents > Machine Task Plugins.

RPA Recorder

To open RPA Recorder preferences, go to Window > Preferences > WorkFusion Studio > RPA Recorder.

  • Recording
    • Enable mouse move (hover) events recording - enables/disables capturing of mouse actions while a recording is captured.
  • Playback
    • Enable typing in any window without explicit switching - is enabled for old scripts with typing on screen to work smoothly.The parameter is applied on playback or export to a bot task, Groovy script, or Control Tower. By default, the option is disabled. Mind that enabling this option makes your automation less stable in case some popup windows appear.
    • Delay between actions - wait for the specified time before performing the next action in the script.
    • Open browser in private mode - when selected, browser tabs will be opened in the private mode.
  • Image
    • Image detection matching threshold - when looking for an image on the screen, choose how similar it needs to be to the image that was recorded.
    • Capture new image screenshot delay - a default delay for the Capture new image function.
  • Global timeout settings
    • Timeout duration - if an action fails, specify how long to wait for the action to complete before stopping the script.
    • Polling interval - if an action fails, specify how often to retry the action. The action will retry until the timeout duration ends.
    • Website loading timeout - defines the default maximum time to wait for a website to load. This setting can be set for each Open Website action separately.
    • Switch window timeout - the maximum time to wait for a window to switch to. Default value - 6,000 ms.

Secrets Vault

The data stored in Secrets Vault is not shown in recordings, logs, system files, or bot configs. It allows sharing scripts with other users without exposing confidential data.

To use Secrets Vault, go to Window > Preferences > WorkFusion Studio > Secrets Vault. To learn more about Secrets Vault, refer to Secrets Vault in WorkFusion Studio

Add secret entry

To add an entry to the Secrets Vault, do as follows.

  1. Press Add.
  2. Insert Alias, Key, and Value. The changes are saved automatically.
    1. Alias serves to distinguish secret entries and must be unique as it will be used in recordings.
    2. Key and **Value **are designed to save login and password information, respectively.
tip

If you need to have only one secure data record, you can save it in either the Key or Value field at your choice and leave the other field empty.

caution

The data in the Key and Value fields is encrypted. Thus, you cannot view it when opening Secrets Vault, or editing the entry.

Edit secret entry

To edit an entry, click on the field you want to edit and insert the new data. The changes are saved automatically.

Delete secret entry

To delete an existing entry, click on it and press Remove.

tip

Mind that the changes made to secret entries are not automatically reflected for RPA Recorder variables. You have to update these values manually.

Server Profiles

The Server Profiles tab contains settings required for correct work of all the server components.

note

If you work with different environments (development, production) and need to publish your scripts to different Control Towers, you can do it by using several Server Profiles in Studio and switching between them when required. Control Towers are differentiated as follows:

  • Control Tower for Intelligent Automation Cloud Business
  • Control Tower for Intelligent Automation Cloud Enterprise

To open Server Profiles, go to Window > Preferences > WorkFusion Studio > Server Profiles.

For each server profile, you can specify different preferences as shown below.

  • Control Tower

    • URL - URL to Control Tower (defined during installation using the server hostname or IP address): http://localhost:15280/workfusion
    • Username - username to access Control Tower (defined during installation in Administrator account)
    • Password - password to access Control Tower (defined during installation in Administrator account)

  • File Storage (S3)

    • URL - URL to S3 File Storage (defined during installation using the server hostname or IP address): http://localhost:15110/
    • Access Key - username to access File Storage (defined during installation in Administrator account)
    • Secret Key - password to access File Storage (defined during installation in Administrator account)

  • Bot Relay

  • OCR

    • Instance - URL to OCR (defined during installation using the server hostname or IP address): http://localhost:15580/api
    • JWT Issuer - username to use OCR (created during installation)
      • Till version 2.3.3: See file <Installation_dir>\OCR\application.properties
      • Since version 2.3.3: Go to Secrets Vault to view JWT Issuer
    • JWT Secret - password to use OCR (created during installation)
      • Till version 2.3.3: See file <Installation_dir>\OCR\application.properties
      • Since version 2.3.3: Go to Secrets Vault to view JWT Secret
    caution

    Port 8200 should be open for incoming connections from local machines.

  • Data Stores > Database

    • Schema URL - URL to PostgreSQL scheme: jdbc:postgresql://localhost:15423/wf_datastore
    • Username - PostgreSQL user: pgsqluser
    • Password - PostgreSQL password
      • Till version 2.3.3: pgsqlpass
      • Since version 2.3.3: the same as defined during installation in Administrator account

  • Data Stores > Service

    • Service URL - URL to the Control Tower application
    • Username - username to access Control Tower (defined during installation in Administrator account)
    • Password - password to access Control Tower (defined during installation in Administrator account)

  • Data Stores > AutoML SDK: used in Enterprise Edition

    • Archetype Catalog > Local
      • URL/Path - URL/path of a local catalog file/a directory containing a catalog file
    • Archetype Catalog > Remote
      • URL/Path - URL/path of a remote catalog file/a directory containing a catalog file
      • Username
      • Password

  • Data Stores > Agent

  • Data Stores > Server bot

    • URL - URL to Server bot in case of multiple bots/Windows Server installation. In case of non-server Windows installation, the URL is the same as for Bot Relay (defined during installation using Server name or IP address).

Add profile

You can have several server profiles configured for working with different servers. To create a new profile, click Add, enter the required parameters, and click Apply and Close to save the server profile.

Activate profile

To make a server profile active, select it in the list of Server Profiles and click Activate.

Edit profile

To edit server profile settings, select the server profile you need in the list of Server Profiles, enter the changes, and click Apply and Close.

warning

On entering any changes for the selected server profile, make sure they are applied. To do that, as soon as you press Apply and Close, actually close Studio, and open it again to check whether everything is in place.

Remove profile

To delete a server profile that is not longer in use, select it in the list of Server Profiles and click Remove.

Last updated on 10/7/2020
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