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    How to define Worksoft Integration?
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    Contents

    How to define Worksoft Integration?

    • 1 Minute to read
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    Article Summary

    Prerequisites

    • .NET Framework, version 4.6.2 and above
    • Panaya recommends to set-up a dedicated Panaya user to integrate with Worksoft - use a service account
    • NEVER use a password in the Worksoft integration, an Access Token should be used

     

    To define the Integration of Panaya with Worksoft - 

    1. Log in to Panaya
    2. Use the Settings button to open up the Settings panel, then select Configuration.
    3. In the Automatic Testing Tool section, click on Copy UID To Clipboard
       
    4. Log in to Worksoft and navigate to the Panaya Integration section
    5. Fill in the Service URL - https://my.panaya.com or https://emea.panaya.com (depending on the URL you use to log in to Panaya), as well as the Username and Token for Panaya
      Please NEVER use a password, as passwords periodically expire in Panaya and this will lock the user and prevent them from logging in as well as stopping the Worksoft integration from working. A service account should be used, with an Access Token.
      (API token will not work for the Worksoft integration) 
    6. Paste the copied UID in the System UID field
    7. Leave all other fields as the default value and click Test Configuration
    8. If connectivity is active, go to your project to synchronize the Worksoft bookmark(s) into Panaya and start triggering executions from a playlist.
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