Adding Configuration Items in OnBase - Platform - Foundation 24.1 - Foundation 24.1 - Ready - Hyland RPA - external - Hyland-RPA/Platform/Foundation-24.1/Hyland-RPA-Platform/Hyland-RPA-Web-Manager/Creating-an-RPA-Task-with-OnBase/Implementation/Adding-Configuration-Items-in-OnBase - 2025-04-03

Hyland RPA Platform
Platform
Hyland RPA
Product
Platform
Release
Foundation 24.1
License

To easily maintain and securely store the connection details to the RPA Platform in OnBase, we recommend to add them as Configuration Items Complete the following steps:

  1. In OnBase Studio, on the Unity Scripts tab, select Configuration Items.
    The Configuration Items dialog box is displayed.
  2. Select Add.
    The Add/Modify Configuration Item dialog box is displayed.
  3. To add the configuration item for the Heart server:
    1. From the Scope list, select OnBaseRocketUnityScriptTrigger.
    2. In the Name field, enter Hyland.RPA.HeartApiUrl.
    3. In the Value field, enter the URL.
    4. In the Description field, enter Heart URL.
    5. Click OK.
  4. In the Configuration Items dialog box, click Add.
  5. To add the configuration item for the Identity server:
    1. From the Scope list, select OnBaseRocketUnityScriptTrigger.
    2. In the Name field, enter Hyland.RPA.IdentityApiUrl.
    3. In the Value field, enter the URL.
    4. In the Description field, enter Identity URL.
    5. Click OK.
  6. If you authenticate with username and password:
    1. In the Configuration Items dialog box, click Add.
    2. From the Scope list, select OnBaseRocketUnityScriptTrigger.
    3. In the Name field, enter Hyland.RPA.Username.
    4. In the Value field, enter the username.
    5. In the Description field, enter RPA API Username.
    6. Click OK.
    7. In the Configuration Items dialog box, click Add.
    8. From the Scope list, select OnBaseRocketUnityScriptTrigger.
    9. In the Name field, enter Hyland.RPA.Password.
    10. In the Value field, enter the password.
    11. In the Description field, enter RPA API Password.
    12. Click OK.
  7. If you authenticate using an access token:
    1. In the Configuration Items dialog box, click Add.
    2. From the Scope list, select OnBaseRocketUnityScriptTrigger.
    3. In the Name field, enter Hyland.RPA.AccessToken.
    4. In the Value field, enter the access token you created in Selecting the Authentication Method.
    5. In the Description field, enter RPA Access Token.
    6. Click OK.
  8. In the Configuration Items dialog box, click Close.