Configure connections (after login)

You can add a new connection to SS&C | Blue Prism® Desktop, or multiple connections, by importing a connection configuration file on Settings > Saved connections. You can also configure connections on the Welcome screen before logging in, see Configure connections (before login).

Alternatively, you can create a new connection yourself using the details of a Desktop environment, if known. You can also edit and delete connections (you cannot edit or delete the connection you are currently using), if you require assistance, please contact your system administrator.

To configure a connection, click Saved connections. The Saved connections screen displays.

The following options are available: Import Connection – Add one or more new connections by importing a connection configuration file usually supplied by your system administrator, see Import a connection. Add connection – Add a completely new connection (if your organization allows this), see Create a new connection. Edit connection – Edit the configuration details of this connection, see Edit a connection. Delete connection – Delete this connection, see Delete a connection.

Depending on your organization's Desktop environment configuration, you might only have one available connection, or, if you have access to more than one environment, you can have multiple connections available for your account.

Import a connection

Connection names must be unique. If you import a connection with the same name as an existing one, the existing connection will be overwritten.

1. On the Saved connections screen, click Import connection and navigate to the connection configuration import file.

2. Click Open.

   The connection configuration file is uploaded. The connections configured in the file (there can be more than one per file) are added to your list of saved connections. You can now select the required connection from the Welcome screen and log in.

Create a new connection

1. On the Saved connections screen, click Add connection.

   The Create new connection screen displays.

   

2. Enter the connection details, as prompted. All the fields are mandatory.

   Field name	Information required
   Connection name	Enter a name for this connection. Connection names must be unique, and are case sensitive. If you try to create a new connection with the same name as an existing one, a warning message displays and you cannot save the connection.
   URL for Authentication Server	Enter the Authentication Server URL, but do not include https:// in the URL. To ensure a secure connection is used, all Authentication Server URLs must include https://. This has therefore been hard-coded into the field and does not need to be entered.
   URL for Digital Worker API	Enter the URL of the Digital Worker API to which you want to connect.
   URL for Blue Prism API	Enter the URL of the Blue Prism API to which you want to connect.

   

3. Click Create to add the new connection.

   The connection is created and displays on the Saved connections screen.

   

To use this new connection, you must log out, then select this connection on the Welcome screen and log in.

Edit a connection

1. On the Saved connections screen, click the Edit connection icon .

The Edit connection screen displays.



2. Edit the connection details as required.
3. Click Save changes.

The connection is updated and the Saved connections screen displays.

Delete a connection

This action deletes the connection from your account and cannot be undone.

You cannot delete a connection that you are currently using. If you need to do this, you will first need to log out, and you can then delete the connection from the Welcome screen.

1. On the Saved connections screen, click the Delete connection icon .

A message displays asking you to confirm the delete.

2. Click Yes, delete.

   The connection is deleted from your account and the Saved connections screen displays.