This article will explain how to authenticate your user information in order to use the flow with UiPath. 

 

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UiPath Authentication takes place directly in the flow. Depending on the design of your flow will probably use multiple nodes to authenticate. This article explains the process for a UiPath cloud based setup. It will also explain where to find the account information in UiPath and the UiPath Orchestrator. 

Add Authentication Node to Flow

In your flow click on + to open the mask to add nodes. Navigate to Extensions in the mask and then the UiPath symbol to see all Nodes associated with the UiPath extension. 

 

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Figure 1: How to find the nodes for the UiPath extension

 

Choose Authentication to add the node to your flow

 

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Figure 2: Find Cloud Authentification node

 

Finding and Adding Authentication Information

Fields in Node

When you click on the flow you will have the ability to edit the node and add your UiPath authentication information. 

To add a UiPath connection chose which type of connection you will be using and click on the + next to the connection drop down menu. 

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Figure 3: Add UiPath Connection

 

A new window will appear asking for your UiPath information. Depending on whether you choose On-premise or Cloud Authentication, the window might look different. The information field Name is chosen by you and is used to clearly identify the connection. 

 

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Figure 4: Add UiPath Connection

Finding Information in UiPath Cloud Orchestrator

The information can be found in UiPath right after signing in under Admin - Tenants and after opening up the relevant tenant, by clicking on API Access on the sideways ellipses behind Orchestrator.

 

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Figure 5: Where to find API Access information

 

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Figure 6: API Access Information

 

Client ID should be added to the clientID field in the node.

User Key should be added to the refreshToken field in the node.

Account Logical Name should be added to accountLogicalName.

Tenant Name should be added to tenantLogicalName.

 

Click Create to save your connection. Your connection will automatically be added to the UiPath Connection dropdown menu. 

Finding Information in On-premise Orchestrator

For On-premise Authentication it is much easier to finde the information needed. 

The URL of your orchestrator instance should be added to the orchestratorUrl field in the node.

The name of your tenant should be added to the tenancyName field.

The login information you use to access your orchestrator should be added to the usernameOrEMailAddress and password fields.

Results Storage

After adding your connection you need to decide whether to save the token data you will receive from UiPath in the Input or Context. The token data will be needed at a later point by other nodes (for example the Start a specific job node). 

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Figure 6: Setting Storage Options

 

After entering all the information in the save the node. If you want to test if it works simply send a message over the test chat and looking in the appropriate area to see the JSON payload with the Access Token sent by UiPath has been received. 

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Figure 6: JSON Context

 

Now that we have added our authentication information we will need to retrieve information regarding your processes from the UiPath Orchestrator.

 


Comments

1 comment

  • For For On-premise Authentication, I am not able to get the access token.

    can you please help me here.

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