Importing Capture Files From Process Intelligence

From Certify, you can import Capture files from Process Intelligence and create process automation.

To import Capture files, you first need to create the process attribute CaptureRepositoryID. The Capture file has a GUID unique identifier that is stored in this attribute during the import process. If the Capture file does not have a GUID value, the process attribute is not updated. If this attribute is missing, the import process fails.

To create the process attribute CaptureRepositoryID:

  1. In the Certify Navigation pane, click Extensions.

    The Extensions window opens.

  2. In the Extensions Navigation tree, expand the Attributes folder.

    The Attributes folder expands to display Process, Requirement, and Results folders.

  3. Right-click on the Process and select New Attribute.

    The New Attribute dialog opens.

  4. In the Name field, enter CaptureRepositoryID.

  5. (Optional) In the Description field, enter a description for the attribute.

  6. From the Data Type drop-down list, select Text.

  7. From the Control Type drop-down list, select Textbox.

  8. Click OK.

    The attribute appears in the Attributes Summary pane.

    You are now ready to import the Capture files.

To import Capture files from Process Intelligence:

  1. In the Certify Navigation pane, click the Processes button.

    The Processes window opens.

  2. Right-click in the Processes Summary pane and select Import New Process > From Process Intelligence.

    The Import Capture page opens.

  3. In the Worksoft Portal URL field, enter the URL address for the Portal.

    https://<portalservername>/Portal

    Example: https://servername.worksoft.com/Portal

  4. In the respective fields, enter your Worksoft Portal user name and password.

  5. Click Log in.

    The Connect with Process Intelligence page opens.

  6. From the Select Tenant drop-down list, select your tenant.
  7. (Optional) From the Uploaded Date drop-down list, select a date range to filter Capture files:
  8. Last 7 Days
  9. Last 30 Days
  10. Last 6 Months
  11. Custom Date Range

If you choose Custom Date Range, select from and to dates.

If a date range is not selected, all Capture files are returned.

  1. Click Next.

    The Select Capture File page opens.

  2. Select a Capture file from the Captures list.

  3. Click Next.

    The Select Application Version page opens.

  4. In the Certify process name field, enter a process name.

    The field is already populated with the Capture name.

  5. If needed, select one or more of the following options:

  • Create sub processes
  • Search All Project Application Versions For Match
  • Update Existing Object Images
  • In the Application Version grid, select an application version for the interfaces.

  • Click Import.

    A message appears stating that the Capture has successfully imported.

  • Click OK.

    The new process appears in the Processes Summary pane.

 

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