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 Copyright©2018AutomationAnywhere,Inc. 2 https://support.automationanywhere.com 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 Copyright©2018AutomationAnywhere,Inc. 3 https://support.automationanywhere.com 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 Copyright©2018AutomationAnywhere,Inc. 4 https://support.automationanywhere.com 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 l ControlRoominterface l ConfiguringControlRoomforthefirsttime l LoggingontoControlRoom l AddinguserstoyourinstallationofControlRoom l Assigningrolestotheusersyouhavecreated l 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 l Viewthehistory,tasksinprogressandthetasksandactivitiescarriedoutincontrolroomusingtheActivitypage. l Managetheautomation(bot) filesrepositoryandscheduleorruntasksusingtheBotspage l ManagecredentialsandlockersusingtheCredentialspage. l ViewandmanagethestatusesofdevicesusingtheBotrunnersandbotcreatorspage. l ViewscheduledetailsusingtheScheduledactivitypage l ManagevariousworkitemsusingWorkloadmanagementpage l ViewrecentactivitiesofusersandadministratorsusingtheAuditLogpage. l CreatenewandmanageexistingrolesusingtheRolespage. l Manageandconfigureusers(clientandadministrator),assignrolesandlicensesusingtheUserspage. l Someotherfeaturesenableyouto: Manageyourownprofiledetailsusingtheprofiletray l ConfigureCRsettingsforVCS,SMTPetc. l Configureemailnotificationtonotifyusersonimportanteventsandactivities l Configureversioncontroltoenablecontrollededitstothebots l Setupdifferentauthenticationtypes-AD,KerberosandNon-AD l Benefits Simplifiedandimprovedmonitoringandadministrationoflargemulti-sitecomplexautomationinfrastructureusingthewebbased l controlroom. Accessandmanagetasks,clients,andusersfromanywhere,anytime. l Monitortaskprogressandstatustoenforceinternalcomplianceregulations,aswellaspreventtamperingwithmission-criticalpro- l cesses. Copyright©2018AutomationAnywhere,Inc. 7 https://support.automationanywhere.com Facilitateanenvironmentforincreasedcollaborationtooptimizeproductivity. l AccommodatescalingofmultipleusersandClientenvironments(machines). l EnableanenvironmenttoenforcecontrollededitsusingSVN. l FacilitateuploadinganddownloadingofMetaBotsandMetaBotenabledtasks.. l FacilitateuploadinganddownloadingofIQBotswithVisionSkills. l Providerole-basedaccesstocredentials l Responsivewebdesignhelpstoruntheapplicationinmultipledevicessuchastablets l Control Room interface TheinterfaceofControlRoomgivesyouseveraloptionstomanageandmonitorthedifferentcomponentsofyourRPA infrastructure. Thisisillustratedinthefollowingfigure. ControlRoomleftnavigationpane:Thisisthefirstlevelofnavigation.ThisareaontheleftholdsthecomponentsofControlRoom. l TheseareDashboards,Activity,Bots,Devices,Workload,andAdministration.Theviewsdifferfromusertouserdependingonthe assignedroles,permissions,andrights. Detailsarea:Thisisthesecondlevelofnavigation.Dependingonthepageyouareon,itdisplaysadetailedlistofusers,roles, l andbots.Itprovidesyouoptionstoperformvariousactionslikecreate,editanddeleteonsingleormultiplerecordsatatime. Italsoindicatesthecurrentpagelevelinthebreadcrumbsatthetop.Youcanusethistonavigatebacktoyourpreviousview. Yourprofile: Thisareaallowsyoutomakechangestoyourprofile.Thisincludeschangingyourpasswordandeditingyourper- l sonaldetails,suchasfirstname,lastname,ande-mailaddress. Copyright©2018AutomationAnywhere,Inc. 8 https://support.automationanywhere.com Accesshelp: Clickingthisdisplaysahelpmenu,asshowninthefollowingfigure. l Thisprovidesyouwithlinkstothefollowingresources. Helpwiththepageyouarecurrentlyon l Accessouronlineknowledgebase l GetsupportfromtheAutomationAnywheresupportteambysubmittingasupportrequestonoursupportsite l CalltheAutomationAnywheresalesteamforSalesinquiries l VisitAutomationAnywhere‘sWebsite l LogontoControl Room TologontoControlRoom,double-clicktheAutomationAnywhereControlRoomicononyourdesktop. ThelogonscreensaredifferentforControlRoomhostedinActivedirectory/KerberosandNon-Activedirectorymodes.Theseare explainedinthefollowingsections. LogontoControlRoomhostedinActiveDirectory/Kerberosmode l LogontoControlRoomhostedinNon-ActiveDirectorymode l LogontoControlRoomhostedinSingleSignOnmode l 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. Copyright©2018AutomationAnywhere,Inc. 9 https://support.automationanywhere.com 2. IntheLoginarea,dothefollowing. Username: TypeyourAutomationAnywhereEnterprise(AAE)username. l Password: TypeyourAutomationAnywhereEnterprise(AAE)passwordtologon. l 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. l ClickonForgotpassword?toresetyourpassword. l Ifyouareanadminuser,youwillhavetoprovideanswerstothesecurityquestionsthatwereconfiguredduringusercre- l ation.Onceyouprovidecorrectanswers,youaretakentothenavigationpage. Ifanormaluser,youaredirectlytakentothechangepasswordpage: l Copyright©2018AutomationAnywhere,Inc. 10 https://support.automationanywhere.com
Description: