- Release notes
- Task Mining overview
- Setup and configuration
- Notifications
- Task Mining
- Additional resources
Capturing with the recorder
It is recommended to create the traces with the Capture trace approach to capture the actions of the task as you perform it and let Task Mining create the trace diagram automatically. Then you can review and enhance the recorded documentation.
Choose this option if:
- you want to automatically record the task with the recording client.
- the task environment can be set up for task completion and recording.
After you select the Capture trace button, the modal window for downloading the desktop recorder client is displayed.
Download & install the application to sign in using your Automation CloudTM account and select a tenant where your project is created.
You can check the hardware requirements for the Recorder client in the Hardware and software requirements for the recorder client section.
If you already have the application installed, the browser modal window appears asking you to launch it. Open the client and get ready to capture your actions!
Task Mining desktop recorder client is a completely new application that is not related to Task Mining client or Task Capture.
You can collaborate on a project and request your colleagues to record traces of the task to get a complete graph and if needed use the auto merge feature for a more clear understanding of the process.
The Recorder can be launched in multiple ways as described below:
-
Selecting the Capture trace button in a project. Refer to Capturing a trace for details.
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From the start menu of you operating system(OS). (you can use search to find the application or browse in all apps)
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Selecting the icon displayed in the lower left-hand corner of the screen.
The default behavior of the recorder is to automatically start with the operating system. If you're trying to start the recorder and nothing happens, it may be already started but the icon is not visible in the lower left-hand corner of the screen, as it might be hidden by the operating system. Just check if this happened by selecting the up arrow as shown in the image below.
As a result of the capturing process, a comprehensive diagram illustrating the trace of the procedure is displayed.
Each trace is composed of a number of actions linked between a Start node and an End action. The name of each action is generated automatically based on the name of the user and time it was collected. For details about the actions information, refer to View and edit traces.