Saving a Captured Process to Worksoft Process Intelligence

From Business Capture, you can save your captured process to Worksoft Process Intelligence.

Open the application that you want to capture process steps.
Click the Business Capture icon to open Business Capture.

Business Capture opens.
Click the Main Menu button and select Settings > Configure Interface and License.

The Configuration pane opens.

Click the Edit Option icon next to Process Intelligence.

The Worksoft Process Intelligence Options dialog opens.

In the Worksoft Portal URL field, enter the URL for your Worksoft Portal.
Click OK.
Click OK in the Configuration dialog.
Click the Capture button to begin capturing your process.

If you have not selected a Capture Interface, Capture mode will not be enabled. For information on how to configure interfaces, see Capturing Processes with Business Capture.
Start navigating through your application to create your process. All of your interactions, including data input, are captured.
After you complete your process, click the Capture button to end Capture mode.
To save your capture to Worksoft Process Intelligence, click the Main Menu button and select Save to Process Intelligence.

The Save To Process Intelligence screen opens.
In the Capture Name text field, the name of your first activity is listed. If you want to change the name, enter a new name for your process.
If needed, replace the description in the Description text field.

Note: If you need to update your Process Intelligence configuration, click Configure Save to Process Intelligence .

Click Save .

Worksoft Process Intelligence opens.
Enter your Process Intelligence credentials and click Login.

The Upload Capture File to Process Intelligence dialog opens.
From the Tenant Name drop-down list, select the tenant that contains the project where you want to save the Capture.
From the Business Process drop-down list, assign a business process.

If you want to wait to assign a business process, select Assign Later.
Click OK.

A message appears stating that the Capture file was successfully uploaded to Worksoft Process Intelligence.
Click OK.