- Overview
- About the Classic Integrations activities
- Credential Management
- Adobe Sign
- Alteryx
- Amazon Comprehend
- Amazon Connect
- Amazon Rekognition
- Amazon Textract
- Box
- Release notes
- About the Box activity package
- Fix XAML After Package Update
- Project compatibility
- Setup
- Technical references
- Box Scope
- Commit Session
- Create File Version Session
- Create Upload Session
- Upload Part
- Delete Old Version
- Get Versions
- Promote Version
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Comments
- Get File Info
- Get File Info Details
- Get File Lock Info
- Lock File
- Move File
- Unlock File
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder Info
- Get Folder Items
- Rename Folder
- Search For Content
- Execute Method
- Cognitive
- DocuSign
- Release notes
- About the DocuSign activity package
- Project compatibility
- Setup
- DocuSign Scope
- Invoke DocuSign Operation
- Create Envelope
- Create Envelope And Send
- Create Envelope From Template
- Create Envelope Recipients
- Get Document
- Get Documents
- Get Envelope
- Get Form Data
- Send Envelope
- Update Envelope
- List Attachments
- List Custom Fields
- List Documents
- List Envelope Status Changes
- List Recipients
- Create Bulk Send List
- Create Bulk Send Request
- Get Bulk Send List
- Get Bulk Send Lists
- Create Template Custom Fields
- Create Template Recipients
- Get Template
- List Templates
- Google Vision
- Jira
- Release notes
- About the Jira activity package
- Project compatibility
- Setup
- Jira Scope
- Execute Method
- Add Attachment
- Delete Attachment
- Download Attachment
- Get Attachments
- Add Comment
- Delete Comment
- Get Comments
- Create Component
- Delete Component
- Get Components
- Search Dashboards
- Create Filter
- Get Filters
- Create Issue Link
- Delete Issue Link
- Get Issue Link Types
- Get Issue Links
- Add Watcher
- Assign Issue
- Clone Issue
- Create Issue
- Delete Issue
- Get Issue
- Get Watchers
- Remove Watcher
- Search Issues Using JQL
- Transition Issue
- Update Issue
- Create Project
- Delete Project
- Get Project Types
- Get Projects
- Update Project
- Get Transitions
- Create User
- Delete User
- Find Users
- Marketo
- Microsoft Dynamics
- Microsoft Dynamics Finance and Operations
- Microsoft Translator
- Microsoft Vision
- Oracle Integration Cloud
- Oracle NetSuite
- Salesforce
- Release notes
- About the Salesforce activity package
- Project compatibility
- Setup
- Quickstart
- Salesforce Application Scope
- Create Bulk API Job
- Get Bulk API Job
- Get Bulk API Job Results
- Start or Abort Bulk API Job
- Assign File
- Download File
- Upload File
- Composite Request
- Delete Record
- Get List View Records
- Get Record
- Insert Record
- Update Record
- Upsert Record
- Execute Report
- Execute SOQL
- Format Column Names
- Format Labels And Values
- Lightning REST API Request
- Search
- SAP BAPI
- ServiceNow
- Slack
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Setup
- Technical references
- Quickstart: Working With Rows
- Smartsheet Application Scope
- Attach File
- Attach URL
- Delete Attachment
- Get Attachment
- List Attachments
- Add Comment
- Delete Comment
- Get Comment
- List Discussions
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder
- List Folders
- Add Group Members
- Get Group
- List Groups
- Remove Group Member
- Get Report
- List Reports
- Add Rows
- Copy Rows
- Create Discussion on Row
- Delete Rows
- Get Row
- List Rows
- Move Rows
- Update Rows
- Copy Sheet
- Create Sheet
- Create Sheet From Template
- Download Sheet
- Get Sheet
- List Sheets
- Update Sheet
- Add User
- Get User
- List Users
- Remove User
- Copy Workspace
- Create Workspace
- List Workspaces
- Import Sheet From CSV / XLSX
- Invoke Smartsheet Operation
- Search Activity
- Send Via Email
- Share Object
- SuccessFactors
- Tableau
- Twilio
- Workato
- Workday
Credential Management
Each integration activity package includes a unique scope activity that's used to establish or facilitate an authenticated connection to the integrated software application.
The behavior and input properties of a scope activity are dependent on the application's authentication requirements. Because of this dependency, scope activities may not have the same user experience or input properties. But, they do share the same underlying objective to collect user credentials.
How you store and collect user credentials is dependent on your company's credential management policies (e.g., how to handle passwords). One way that you can securely store and collect your user credentials is through the use of Orchestrator Credential Assets.
Credential Assets enable the design, development, and running of automation projects without exposing credential values in the Studio Designer or in the project XAML file. Each Credential Asset is encrypted with the Advanced Encryption Standard (AES) 256 algorithm and stored on your Orchestrator instance (on-premise or cloud).
The following steps and message sequence diagram is an example of how Credential Assets work from design time to run time.
-
Create a Credential Asset in your Orchestrator Tenant.
- It's a long way of saying "Each Credential contains a username (String) and password (SecureString). Note that these fields, despite their names, can be used for other kinds of credentials (e.g. ClientID and ClientSecret)."
- Each Credential Asset contains a unique Asset Name and two input properties. The Asset Name is used to identify the asset and the input properties are used to store a non-secure credential (
String
) and a complementary secure credential (SecureString
). - Access to a Credential Asset is managed via the Orchestrator Tenant settings and roles.
-
In your automation project, add a activity for each Credential Asset that you want to retrieve (e.g., if the scope requires two
SecureString
input values, you add two Get Credential activities).- Enter the Asset Name that you want to retrieve in the activity's input property.
-
Create and enter a
String
variable (e.g., username) and aSecureString
variable (e.g., password) for the activity's output properties.Note: The Username and Password property names don't necessarily reflect the credentials you can store as an asset. Because your credentials may not actually be a username and/or password (e.g., maybe you have a TokenId and TokenSecret), you can use the Username property as aString
input (e.g., TokenId) and the Password property as aSecureString
input (e.g., TokenSecret).
-
Add the integration activity package scope activity after the Get Credential activity.
* In the input properties (e.g., Username and Password), enter the applicable variables that you created for the Get Credential activity.
-
Run the project.
- The robot retrieves the specified Credential Asset from the Orchestrator Tenant and enters the retrieved values into the scope activity.
-
The scope activity is then used to facilitate or establish an authenticated connection to the integrated software application.
To create a new Credential Asset, complete the steps described here.
UiPath also supports other other credential management methods. These methods are dependent on 3rd party technologies that may require an account to use.
Method |
Description |
Dependency |
---|---|---|
|
The Credentials Activities Pack contains activities that work with Windows Credential Manager, enabling the adding and deleting of credentials for specific Microsoft authentication packages, such as NTLM, Kerberos, Negotiate, Schannel, or Passport. | |
A credential store is a named location within a secure store, such as CyberArk, from which you can retrieve Robot credentials and credential Assets when needed. Orchestrator supports the use of multiple credential stores at tenant level, provides built-in support for CyberArk and Azure Key Vault, and the architecture enabling you to develop a plugin for other secure stores, if desired. | ||
Beyond the secure stores with built-in support in Orchestrator (e.g. CyberArk, Key Vault), Orchestrator architecture supports the functionality of loading third-party or developing custom plugins, enabling you to use any desired credential store. |
Varies |