Configuring the Environment - Designer - Foundation 23.2 - Foundation 23.2 - Ready - Hyland RPA - external

Hyland RPA Designer

Hyland RPA
Foundation 23.2

Use the Environment pane to configure the settings used when connecting the automation project with the Heart database or the RPA Platform and the metadata required to run the robots unattended using RPA Conductor and the workflow robot.

Note: You need to connect to the RPA Platform or the database to use Artefacts and the Run with Tasks feature.
  1. In the left pane, select Project.
    The Project Information pane is displayed.
  2. Select Environment.
  3. If the project is connected to the legacy database:
    1. From the Select Database list, select the required database.
      Note: Use the buttons next to the list to create, modify, or delete a database.
    2. To allow authentication to the Heart database with your Windows AD credentials, select Windows authentication.
    3. Click Test connection.
    4. From the drop-down lists, select the required Processor ID, DCO Task Type, and PRO Task Type.
    5. Click Save.
  4. If the project is connected to RPA Platform:
    1. From the drop-down list, select the required process.
    2. Click Save.
    3. (Optional) To upload a process version, click Upload.