Capturing with the recorder

The Recorder Client can be accessed by the users who received an invitation to participate in the discovery process and it. It's used to facilitate the recording process management and other specific information that the users might need.

To access it, click the icon displayed in the lower left-hand corner of the screen.

Start capturing

When the desktop client is launched for the first time, you're asked to sign in. To do so, follow the steps below:

Select Sign In and a browser page opens up where you might be asked to log in using your credentials, or if already on the Task Mining page, the Task Mining client will automatically log in with your credentials.
Select the desired tenant for which you wish to record and select Continue. If you have multiple tenants, select the appropriate one from the Tenant drop-down list.
Prepare the capturing environment at this moment to avoid recording irrelevant screenshots - just close the apps that you're not going to use as part of your task.

Check out the instructions for recording displayed on the consent screen, and prepare the capturing environment accordingly to avoid recording irrelevant screenshots - just close the apps that you're not going to use as part of your task.

Note:
Ensure you give consent to record your actions by checking the checkbox above the Start button.

The status of the recording application: this can be either Stopped or Started and can be changed only by the Administrator or Project Administrator from the Admin Console.
The Pause option: use it to pause the recording for a maximum of 1 hour.
This is helpful when you want to avoid capturing personal data or something that might increase noisiness in recorded data.

Recording data

If enabled, the Control Panel pop-up icon is displayed on the right-hand side of the accessed pages or windows. As Unassisted Task Mining is designed to capture the steps you make in certain applications, the Control Panel icon will indicate this through a message and its color:

Important: It is not recommended to have UiPath® Studio open and running while using the Task Mining application.

If the icon is green it signifies that the application is being recorded.
If the icon is grey it signifies that the application is not being recorded. This is caused by the fact that the application was not added to the allow list.

When a browser page, Chrome, Firefox, Edge, Opera is captured, the URL where the interaction occurs is also recorded to the CSV file as ‘BrowserURL’ property. This contains the full path of the page captured.

Restarting application

If issues occur while recording a trace, you can restart the Task Mining application by following these steps:

Open the Windows system tray.
Right-click on the Recorder application and select Exit.
Launch the Task Mining application via a shortcut on your desktop or search for it via the Windows search function.