To set up the AuthAnvil Web Recorder, first download it directly from your AuthAnvil Password Server. Go to the Admin Tools page and under the Web Workflows panel there will be a download link for the AuthAnvil Web Recorder Plug-in. (Only Organization Administrators have access to this area)
Extract AuthAnvilWebRecorder.zip and run the setup.exe file in the download package. After installing it to the default directory, close out all of your Internet Explorer windows on that machine and re-open the browser. You should be prompted to enable the new add-on, AuthAnvil Web Recorder.
Using the Web Recorder
First, make sure your AuthAnvil Web Recorder is enabled. Right-click in the top menu area of your browser and select the AuthAnvil Web Recorder.
(NOTE: Once the add-on has been enabled we recommend that you close out your browser completely, so that the browser starts with the add-on enabled. This will yield the best results when recording browser activity.)
You should now see the toolbar for the AuthAnvil Web Recorder:
If the Web Recorder toolbar does not appear, you may want to disable the Menu Bar to make sure it is not pushed off to one side or the other.
Recording a Login Workflow
These are general steps used when creating a web workflow, starting with the process of logging into a website and validating that login. This outline will guide you through the process for the majority of websites that you will encounter.
Navigate to page
The first step in recording a Workflow is to navigate to the login page where you enter your username and password. Load up the website and make sure to wait for everything to load before continuing.
Now that we are about to start the login process, click the Start Recording button on the toolbar. This begins recording the steps that you perform on the browser including filling out fields, clicking on submit buttons, and navigating to pages. It will start by recording the URL to the current page as a first sequence step.
Type in your username, password, and any other required login values into the page. Dont worry, we dont capture any of your actual login values. We only record the steps, allowing you to map up your own username and password to the Workflow.
After logging into the page you will need to find something that confirms that you have logged in. Your mouse cursor should now be able to highlight certain sections of the page with a blue border. This border is used to select which area of the page validates that you have logged in successfully. In most cases this will be a Log Out button, since you cannot Log Out until you have successfully Logged In.
Click on the element that you wish to use as a validation. A new pop-up window will appear asking you how you want to validate this item:
There are several ways to confirm an element on the page. You could do it by the HTML class name attribute, the URL of a link, or the text value on the page. Select your attribute and click OK to finish the login process.
Save or Continue to Change Password
After the validation step has been selected, you will have a Save button in the add-on. Since you now have a complete recording for logging in, you may save the recording and generate a workflow. You also have the option to continue the recording and define a Change Password procedure.
(Optional) Recording a Change Password Workflow
After validating the login step, we can create a marker in the workflow to separate between logging in and changing the password. A workflow records both sets of steps to allow a login to a website or to rotate the password.
Click the Set Marker button to mark the place when you begin the Change Password steps. The Set Marker button will dim, indicating you can now proceed with the Change Password workflow.
Change your password following the same steps as the login process:
Navigate to Change Password page
Click the Change Password button or whichever link you need to click in order to reach the Change Password settings.
Fill in new password values
Set your new password and confirm any necessary settings. Performing an actual password change lets the add-on record the exact fields that need to be filled in during this step.
After the Change Password steps are completed, validate by highlighting a specific element on the page that is unique to finishing a Change Password process (i.e. a confirmation message that your password has been changed).
Now that you have validated the change password process, click Save to generate a Workflow file for all of these steps. A separate list of steps will be generated for both the Login and Change Password activities inside the same Workflow.
Keep in mind that not every Workflow will come out perfect the first time through. There may be manual steps required to modify a certain process, or the validation you selected may not be unique to that page. For any of your workflow modifications, we have provided a Workflow Editor tool for creating and modifying workflow files.
See the Workflow Editor guide for more details.
If you have any questions or need some help, we would be happy to assist. Open a case at kaseya.zendesk.com .