Automation Anywhere Enterprise Control Room - User Guide

291 Pages·2017·12.21 MB·English

AUTOMATION ANYWHERE ENTERPRISE
11 LTS
Control Room - User Guide
ProductVersion 11.1.0.0
DocumentVersion 1.0
DateofPublication 30-04-2018
Update(s)toDocumentEdition FirstEdition
Copyright©2018AutomationAnywhere,Inc. 1 https://support.automationanywhere.com
Table of Contents
Features 7
Benefits 7
ControlRoominterface 8
LogontoControlRoom 9
LogontoControlRoomhostedinNon-ActiveDirectorymode 9
Re-logontoControlRoomwhenpasswordpolicyisupdated 11
LogontoControlRoomhostedinActiveDirectory/Kerberosmode 12
LogontoControlRoomhostedinSingleSignOnmode 13
ConfiguringControlRoomforthefirsttime-Custominstallation 18
ConfiguringControlRoomforthefirsttime-Expressinstallation 24
StepstoconfigureSingleSign-Onauthentication 27
Generalsettings 37
ControlRoomDatabase& Software 37
AuditLogs 41
VersionControlPre-requisites 42
EnableVersionControl 42
DisableVersionControl 45
Impactofenablinganddisablingversioncontrolsettings 46
AuditLogs 46
Introduction 48
Securerecording 49
ProducthelpURLs 49
Devicehealthcheckconfiguration 51
Modificationdetails 52
AuditLogs 52
AuditLog 56
EnableEmailnotifications 57
DisableEmailnotifications 58
AuditLogs 59
Benefitsofcreatingroles 82
AuditLogs 83
Benefitsofpurchasingalicense 103
Productlicenses 103
Botuserlicenses 103
Botuserlicenses 103
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Errors 107
LicenseExpiry 107
Prerequisites 108
ImportantConsiderations 108
Role-basedaccesstoMigrationtool 109
MigratingData 111
Database 113
ControlRoomdatabase 113
BotInsightDatabase 114
Errors 115
Settings 115
Roles 116
SelectRoles 116
Migrationbehavior-roles 117
Users 117
Migrationbehavior-users 119
Migration-ViewData 119
PostMigrationSteps 125
AuditLog 126
Knownbehaviorofdatamigration 126
Benefitsofcreatingcredentialsandlockers 131
Rolespermissionforcredentialandlockermanagement 131
MyCredentials 131
MyLockers 134
CredentialRequests 135
Next... 139
Next... 151
DetailedinformationonCredentialVault-emailnotifications 152
Createafolder 160
Renameafolder 161
AuditLogs 162
Deleteabot 171
Deletemultiplebots 172
Deletefolder(s) 172
Deletedependentbotsandfiles 173
AuditLog 174
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UnlockaBot 175
UnlockmultipleBots 176
AuditLogs 177
Exportbots 179
Exportbotfiles-versioncontroldisabled 179
Exportbotfiles-versioncontrolenabled 181
Exportbots-Validations 183
AuditLogs 184
Importbots 185
Importbotfiles-versioncontroldisabled 185
Importbotfiles-versioncontrolenabled 186
Importbots-Validations 188
AuditLogs 188
AuditLog 215
Createdevicepool 217
Deletedevicepool 220
Createqueues 232
DeleteQueues 239
Viewworkitem 248
Editworkitem 249
Deleteworkitem 250
Workitem-statusandactionsallowed 250
SelectAutomation 257
Calculation 258
Totalactiveuserswidget 265
Totalclientsregisteredwidget 266
Totalfailedtaskswidget 266
TotalBotswidget 267
TotalBotScheduledwidget 267
Totalqueues 268
BotHeartbeatWidget 269
MVPBotsWidget 269
BotstatusWidget 270
TopFailureReasonsWidget 270
UpcomingSchedulesWidget 271
FailureAnalysisWidget 272
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CPUUtilizationWidget 273
MemoryUtilizationWidget 274
HDD UtilizationWidget 274
OverallDeviceStatusWidget 275
UpcomingDeviceUtilizationWidget 276
APIforauthentication 278
APItomanagebotlogincredentials 278
APIforbotdeployment 278
APIforexportimportofbotsforBusinessLifecycleManagement 278
AuthenticationAPI 279
AuthenticationAPIResponseCodes 279
BotDeploymentAPIResponseCodes 282
AuthenticationAPI 283
LoginCredentialsAPI 283
VBScripttoCreateUser'sLoginCredentials 284
ContentsofInputFiles 285
Featuresandbenefits 286
Prerequisites 286
Export 286
Import 286
APIEndpoints 286
ExportBot 286
ImportBot 287
APIResponseCodes 287
AuditLogs 288
Exportbotsauditdetails 288
Importbotsauditdetails 289
Copyright©2018AutomationAnywhere,Inc. 5 https://support.automationanywhere.com
Getting started with Control Room
HerearesomeresourcestohelpyougetstartedwithControlRoom.
ControlRoomoverview
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ControlRoominterface
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ConfiguringControlRoomforthefirsttime
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LoggingontoControlRoom
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AddinguserstoyourinstallationofControlRoom
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Assigningrolestotheusersyouhavecreated
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Copyright©2018AutomationAnywhere,Inc. 6 https://support.automationanywhere.com
Control Room overview
AutomationAnywhere'sControlRoomisacentralinterfacethatallowsyoutomanageandmonitoralltheprocessesofyour
RPA infrastructure.Inanutshell,itallowsyoutomanageyourbots,monitoractivities,createandmanageusersandroles,monitorcon-
nectedanddisconnecteddevices,viewauditlogs,schedulewhentorunbot,andmanymore.
Features
ViewtaskrelevantactivitiesusingtheDashboard
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Viewthehistory,tasksinprogressandthetasksandactivitiescarriedoutincontrolroomusingtheActivitypage.
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Managetheautomation(bot) filesrepositoryandscheduleorruntasksusingtheBotspage
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ManagecredentialsandlockersusingtheCredentialspage.
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ViewandmanagethestatusesofdevicesusingtheBotrunnersandbotcreatorspage.
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ViewscheduledetailsusingtheScheduledactivitypage
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ManagevariousworkitemsusingWorkloadmanagementpage
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ViewrecentactivitiesofusersandadministratorsusingtheAuditLogpage.
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CreatenewandmanageexistingrolesusingtheRolespage.
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Manageandconfigureusers(clientandadministrator),assignrolesandlicensesusingtheUserspage.
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Someotherfeaturesenableyouto:
Manageyourownprofiledetailsusingtheprofiletray
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ConfigureCRsettingsforVCS,SMTPetc.
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Configureemailnotificationtonotifyusersonimportanteventsandactivities
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Configureversioncontroltoenablecontrollededitstothebots
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Setupdifferentauthenticationtypes-AD,KerberosandNon-AD
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Benefits
Simplifiedandimprovedmonitoringandadministrationoflargemulti-sitecomplexautomationinfrastructureusingthewebbased
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controlroom.
Accessandmanagetasks,clients,andusersfromanywhere,anytime.
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Monitortaskprogressandstatustoenforceinternalcomplianceregulations,aswellaspreventtamperingwithmission-criticalpro-
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cesses.
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Facilitateanenvironmentforincreasedcollaborationtooptimizeproductivity.
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AccommodatescalingofmultipleusersandClientenvironments(machines).
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EnableanenvironmenttoenforcecontrollededitsusingSVN.
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FacilitateuploadinganddownloadingofMetaBotsandMetaBotenabledtasks..
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FacilitateuploadinganddownloadingofIQBotswithVisionSkills.
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Providerole-basedaccesstocredentials
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Responsivewebdesignhelpstoruntheapplicationinmultipledevicessuchastablets
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Control Room interface
TheinterfaceofControlRoomgivesyouseveraloptionstomanageandmonitorthedifferentcomponentsofyourRPA infrastructure.
Thisisillustratedinthefollowingfigure.
ControlRoomleftnavigationpane:Thisisthefirstlevelofnavigation.ThisareaontheleftholdsthecomponentsofControlRoom.
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TheseareDashboards,Activity,Bots,Devices,Workload,andAdministration.Theviewsdifferfromusertouserdependingonthe
assignedroles,permissions,andrights.
Detailsarea:Thisisthesecondlevelofnavigation.Dependingonthepageyouareon,itdisplaysadetailedlistofusers,roles,
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andbots.Itprovidesyouoptionstoperformvariousactionslikecreate,editanddeleteonsingleormultiplerecordsatatime.
Italsoindicatesthecurrentpagelevelinthebreadcrumbsatthetop.Youcanusethistonavigatebacktoyourpreviousview.
Yourprofile: Thisareaallowsyoutomakechangestoyourprofile.Thisincludeschangingyourpasswordandeditingyourper-
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sonaldetails,suchasfirstname,lastname,ande-mailaddress.
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Accesshelp: Clickingthisdisplaysahelpmenu,asshowninthefollowingfigure. 
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Thisprovidesyouwithlinkstothefollowingresources.
Helpwiththepageyouarecurrentlyon
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Accessouronlineknowledgebase
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GetsupportfromtheAutomationAnywheresupportteambysubmittingasupportrequestonoursupportsite
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CalltheAutomationAnywheresalesteamforSalesinquiries
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VisitAutomationAnywhere‘sWebsite
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LogontoControl Room
TologontoControlRoom,double-clicktheAutomationAnywhereControlRoomicononyourdesktop.
ThelogonscreensaredifferentforControlRoomhostedinActivedirectory/KerberosandNon-Activedirectorymodes.Theseare
explainedinthefollowingsections.
LogontoControlRoomhostedinActiveDirectory/Kerberosmode
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LogontoControlRoomhostedinNon-ActiveDirectorymode
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LogontoControlRoomhostedinSingleSignOnmode
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Note: Control Room does not allow multiple sessions to the same account at the same time.
LogontoControl Room hostedinNon-ActiveDirectory mode
TologontoControlRoomhostedinNon-ActiveDirectorymode,performthefollowingsteps.
1. Double-clicktheAutomationAnywhereControlRoomicononyourdesktoportypetheControlRoomURL onyourWebbrowser
andpresstheEnterkey.TheLoginscreenisdisplayed.
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2. IntheLoginarea,dothefollowing.
Username: TypeyourAutomationAnywhereEnterprise(AAE)username.
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Password: TypeyourAutomationAnywhereEnterprise(AAE)passwordtologon.
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3. OncetheLoginbuttonisenabled,clicktheLoginbutton.ThecredentialsareauthenticateddirectlywithCRdatabase.
Note: Your account will be locked if you enter the wrong password for a certain number of times
depending on the password policy set by your administrator. For security reasons, failed log in
attempts are audited, which allows the administrator to analyze and take appropriate actions.
YoucanopttoselectRemembermyusernameifyouwanttoquicklylogintotheControlRoom.
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ClickonForgotpassword?toresetyourpassword.
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Ifyouareanadminuser,youwillhavetoprovideanswerstothesecurityquestionsthatwereconfiguredduringusercre-
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ation.Onceyouprovidecorrectanswers,youaretakentothenavigationpage.
Ifanormaluser,youaredirectlytakentothechangepasswordpage:
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Copyright©2018AutomationAnywhere,Inc. 10 https://support.automationanywhere.com