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- Click the Convert... button in the Credentials#Credential Credential Details.
- Select Convert... in the Credentials Details action menu.
- Select Convert... for a specific Credential in the Credentials List action menu.
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Step 1 | From the Automation Center navigation pane, select Other > Credentials. The Credentials list displays a list of all currently defined Credentials. |
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Step 2 | Enter/select Details for a new Credential, using the field descriptions below as a guide. As a best practice, use an alias in the Name field, as you may have several identical user names for different systems all having different passwords.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click a Save button. The Credential is added to the database, and all buttons and tabs in the Credential Details are enabled. |
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The following Credential Details is for an existing credential. See the field descriptions, below, for a description of all fields that display in the Credential Details.
For information on how to access additional details - such as Metadata and complete database Details - for Credentials (or any type of record), see Records.
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Field Name | Description | ||||||||||||
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Details | This section contains detailed information about the credential. | ||||||||||||
Name |
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Version | System-supplied; version number of the current record, which is incremented by Universal Controller every time a user updates a record. Click on the Credentials#Versions Versions tab to view previous versions. For details, see Record Versioning. | ||||||||||||
Description |
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Member of Business Services |
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| Type of Credential.
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Runtime User |
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Runtime Password |
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Key Location |
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Passphrase |
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| Token |
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Metadata | This section contains Metadata information about this record. | ||||||||||||
UUID | Universally Unique Identifier of this record. | ||||||||||||
Updated By | Name of the user that last updated this record. | ||||||||||||
Updated | Date and time that this record was last updated. | ||||||||||||
Created By | Name of the user that created this record. | ||||||||||||
Created | Date and time that this record was created. | ||||||||||||
Buttons | This section identifies the buttons displayed above and below the Credential Details that let you perform various actions. | ||||||||||||
Save | Saves a new Credential record in the Controller database. | ||||||||||||
Save & New | Saves a new record in the Controller database and redisplays empty Details so that you can create another new record. | ||||||||||||
Save & View | Saves a new record in the Controller database and continues to display that record. | ||||||||||||
New | Displays empty (except for default values) Details for creating a new record. | ||||||||||||
Update |
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Convert... | Allows you to convert the current Credential Credentials#Type Type to a new type and define a new password for the Credential (see Credentials#Converting Converting Credential Types). | ||||||||||||
Delete |
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Refresh | Refreshes any dynamic data displayed in the Details. | ||||||||||||
Close | For pop-up view only; closes the pop-up view of this credential. | ||||||||||||
Tabs | This section identifies the tabs across the top of the Credential Details that provide access to additional information about the credential. | ||||||||||||
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