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KanBo Installation
- KanBo Installation Guide (Microsoft 365 + Azure)
- KanBo Installation Guide (On-Premises)
- KanBo On-Premises Installation Requirements and Prerequisites
- Creating an X.509 High-Trust Certificate
- Creating and Updating Elastic Cloud Deployment
- Installing Elasticsearch on Windows
- Installing Elasticsearch on Debian
- Creating a Windows Virtual Machine on Azure for Elasticsearch
- Creating a Linux Based Virtual Machine on Azure for Elasticsearch
- KanBo Modern Web Part Installation
- Supported Browsers
- KanBo Setup
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KanBo Updates
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Additional Components
- Installing KanBo Teams App
- Installing KanBo Outlook Add-in
- Installing KanBo Mini Application
- Installing Nintex Integration
- Installing Autodesk BIM Plugin
- Configuring UiPath Integration
- Installing and Configuring Power Automate Integration
- KanBo External User Groups (Active Directory Integration)
- User Auto-Provisioning on First Access (SharePoint Plugin)
- SharePoint Profile Synchronization
- Configuring Sync Targets
- SharePoint Site Collection Balancing and Admin Warnings
- Setting Up BIM Sync WebJob
- Configuring OData Integration for Power BI Desktop
- KanBo PowerShell Commandlets
- Direct Sync of SharePoint Lists with KanBo
- Enabling KanBo Email Notifications (Azure)
- Enabling KanBo Email Notifications (On-Premises)
- Enabling OneDrive Integration in KanBo
- Enabling Sending Card Messages as Emails
- Enabling Sending Emails to KanBo (Microsoft 365 + Azure)
- Enabling Sending Emails to KanBo (On-Premises)
- Prometheus and Grafana configuration for KanBo metrics
- Show all articles ( 3 ) Collapse Articles
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Tips & Tricks
- Configuring Document Opening Behavior in KanBo
- Disabling Sleeping Tabs in Browsers
- Disabling Public Space Creation in KanBo
- Checking Certificate Expiration Dates (On-Premises)
- KanBo License ID
- Checking KanBo Version
- Changing the Help URL in KanBo
- Renewing Microsoft Graph Certificate
- Disabling Profile Picture Sync in Profile Sync Job
- Creating and Customizing Profile Sync WebJob
- Configuring KanBo for Microsoft Azure GCC High Environment
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Troubleshooting
Configuring UiPath Integration
Table of Contents
Overview
This article explains how to configure the KanBo and UiPath integration, including certificate setup, KanBo configuration, and adding the KanBo activity package to UiPath processes. After completing the configuration, you can use UiPath workflows to automate actions in KanBo, such as managing spaces, cards, users, and other KanBo elements.
For more information about available actions and usage examples, see the UiPath integration usage article.
KanBo-side configuration
- Create a pair of certificates. Go to the article explaining the creation process.
- After creating the PFX and CER certificates, add these lines to the appsettings.json file in your KanBo app:
{
"type": "auth.app",
"issuer": "ui-path-actions-cert",
"children": [
{
"type": "signature",
"algo": "rs256",
"children": [
[
"cert",
{
"type": "x509-file",
"storename": "My",
"file": "C:\\Certs\\KanBo\\UiPath.cer"
}
]
]
},
[
"mapper",
{
"type": "service",
"name": "UiPath service",
"roles": "service"
}
],
[
"mapper",
{
"type": "user",
"roles": "*"
}
]
]
}, Remember to include the actual path to your .cer certificate in the <cert> line.
Creating and configuring a new UiPath Process
- Create a new process in UiPath.
- Name your process, choose your location, and select the “Windows – Legacy” compatibility option.
- Select Create.
- Add the KanBo package to your project. Contact us at support@kanboapp.com to receive the package.
- To add the package, select Manage Packages.
- Go to Settings, check the “Local” box, give the package a name, and select the folder where you are storing the .nupkg package.
- Select Add.
- Select the new “KanBo” option, which should appear on the left panel.
- Select KanBo.UiPath.Activities and select Install.
- Select Save. This will add KanBo components to your process.
You can now use UiPath with KanBo actions. Learn more about them here.
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