Automation Anywhere Enterprise Control Room - User Guide

291 Pages·2017·12.21 MB·English

AUTOMATION ANYWHERE ENTERPRISE
11 LTS
Control Room - User Guide
Product Version 11.1.0.0
Document Version 1.0
Date of Publication 30-04-2018
Update(s) to Document Edition First Edition
Copyright © 2018 Automation Anywhere, Inc. 1 https://support.automationanywhere.com
Table of Contents
Features 7
Benefits 7
Control Room interface 8
Log on to Control Room 9
Log on to Control Room hosted in Non-Active Directory mode 9
Re-logon to Control Room when password policy is updated 11
Log on to Control Room hosted in Active Directory/Kerberos mode 12
Log on to Control Room hosted in Single Sign On mode 13
Configuring Control Room for the first time - Custom installation 18
Configuring Control Room for the first time - Express installation 24
Steps to configure Single Sign-On authentication 27
General settings 37
Control Room Database & Software 37
Audit Logs 41
Version Control Pre-requisites 42
Enable Version Control 42
Disable Version Control 45
Impact of enabling and disabling version control settings 46
Audit Logs 46
Introduction 48
Secure recording 49
Product help URLs 49
Device health check configuration 51
Modification details 52
Audit Logs 52
Audit Log 56
Enable Email notifications 57
Disable Email notifications 58
Audit Logs 59
Benefits of creating roles 82
Audit Logs 83
Benefits of purchasing a license 103
Product licenses 103
Bot user licenses 103
Bot user licenses 103
Copyright © 2018 Automation Anywhere, Inc. 2 https://support.automationanywhere.com
Errors 107
License Expiry 107
Prerequisites 108
Important Considerations 108
Role-based access to Migration tool 109
Migrating Data 111
Database 113
Control Room database 113
Bot Insight Database 114
Errors 115
Settings 115
Roles 116
Select Roles 116
Migration behavior - roles 117
Users 117
Migration behavior - users 119
Migration - View Data 119
Post Migration Steps 125
Audit Log 126
Known behavior of data migration 126
Benefits of creating credentials and lockers 131
Roles permission for credential and locker management 131
My Credentials 131
My Lockers 134
Credential Requests 135
Next... 139
Next... 151
Detailed information on Credential Vault-email notifications 152
Create a folder 160
Rename a folder 161
Audit Logs 162
Delete a bot 171
Delete multiple bots 172
Delete folder(s) 172
Delete dependent bots and files 173
Audit Log 174
Copyright © 2018 Automation Anywhere, Inc. 3 https://support.automationanywhere.com
Unlock a Bot 175
Unlock multiple Bots 176
Audit Logs 177
Export bots 179
Export bot files - version control disabled 179
Export bot files - version control enabled 181
Export bots - Validations 183
Audit Logs 184
Import bots 185
Import bot files - version control disabled 185
Import bot files - version control enabled 186
Import bots - Validations 188
Audit Logs 188
Audit Log 215
Create device pool 217
Delete device pool 220
Create queues 232
Delete Queues 239
View work item 248
Edit work item 249
Delete work item 250
Work item - status and actions allowed 250
Select Automation 257
Calculation 258
Total active users widget 265
Total clients registered widget 266
Total failed tasks widget 266
Total Bots widget 267
Total Bot Scheduled widget 267
Total queues 268
Bot Heartbeat Widget 269
MVP Bots Widget 269
Bot status Widget 270
Top Failure Reasons Widget 270
Upcoming Schedules Widget 271
Failure Analysis Widget 272
Copyright © 2018 Automation Anywhere, Inc. 4 https://support.automationanywhere.com
CPU Utilization Widget 273
Memory Utilization Widget 274
HDD Utilization Widget 274
Overall Device Status Widget 275
Upcoming Device Utilization Widget 276
API for authentication 278
API to manage bot login credentials 278
API for bot deployment 278
API for export import of bots for Business Lifecycle Management 278
Authentication API 279
Authentication API Response Codes 279
Bot Deployment API Response Codes 282
Authentication API 283
Login Credentials API 283
VB Script to Create User's Login Credentials 284
Contents of Input Files 285
Features and benefits 286
Prerequisites 286
Export 286
Import 286
API Endpoints 286
Export Bot 286
Import Bot 287
API Response Codes 287
Audit Logs 288
Export bots audit details 288
Import bots audit details 289
Copyright © 2018 Automation Anywhere, Inc. 5 https://support.automationanywhere.com
Getting started with Control Room
Here are some resources to help you get started with Control Room.
l Control Room overview
l Control Room interface
l Configuring Control Room for the first time
l Logging on to Control Room
l Adding users to your installation of Control Room
l Assigning roles to the users you have created
Copyright © 2018 Automation Anywhere, Inc. 6 https://support.automationanywhere.com
Control Room overview
Automation Anywhere's Control Room is a central interface that allows you to manage and monitor all the processes of your
RPA infrastructure. In a nutshell, it allows you to manage your bots, monitor activities, create and manage users and roles, monitor con-
nected and disconnected devices, view audit logs, schedule when to run bot, and many more.
Features
l View task relevant activities using the Dashboard
l View the history, tasks in progress and the tasks and activities carried out in control room using the Activity page.
l Manage the automation (bot) files repository and schedule or run tasks using the Bots page
l Manage credentials and lockers using the Credentials page.
l View and manage the statuses of devices using the Bot runners and bot creators page.
l View schedule details using the Scheduled activity page
l Manage various work items using Workload management page
l View recent activities of users and administrators using the Audit Log page.
l Create new and manage existing roles using the Roles page.
l Manage and configure users (client and administrator), assign roles and licenses using the Users page.
Some other features enable you to:
l Manage your own profile details using the profile tray
l Configure CR settings for VCS, SMTP etc.
l Configure email notification to notify users on important events and activities
l Configure version control to enable controlled edits to the bots
l Set up different authentication types - AD, Kerberos and Non-AD
Benefits
l Simplified and improved monitoring and administration of large multi-site complex automation infrastructure using the web based
control room.
l Access and manage tasks, clients, and users from anywhere, anytime.
l Monitor task progress and status to enforce internal compliance regulations, as well as prevent tampering with mission-critical pro-
cesses.
Copyright © 2018 Automation Anywhere, Inc. 7 https://support.automationanywhere.com
l Facilitate an environment for increased collaboration to optimize productivity.
l Accommodate scaling of multiple users and Client environments (machines).
l Enable an environment to enforce controlled edits using SVN.
l Facilitate uploading and downloading of MetaBots and MetaBot enabled tasks. .
l Facilitate uploading and downloading of IQBots with Vision Skills.
l Provide role-based access to credentials
l Responsive web design helps to run the application in multiple devices such as tablets
Control Room interface
The interface of Control Room gives you several options to manage and monitor the different components of your RPA infrastructure.
This is illustrated in the following figure.
l Control Room left navigation pane: This is the first level of navigation. This area on the left holds the components of Control Room.
These are Dashboards, Activity, Bots, Devices, Workload, and Administration. The views differ from user to user depending on the
assigned roles, permissions, and rights.
l Details area: This is the second level of navigation. Depending on the page you are on, it displays a detailed list of users, roles,
and bots. It provides you options to perform various actions like create, edit and delete on single or multiple records at a time.
It also indicates the current page level in the breadcrumbs at the top. You can use this to navigate back to your previous view.
l Your profile: This area allows you to make changes to your profile. This includes changing your password and editing your per-
sonal details, such as first name, last name, and e-mail address.
Copyright © 2018 Automation Anywhere, Inc. 8 https://support.automationanywhere.com
l Access help: Clicking this displays a help menu, as shown in the following figure. 
This provides you with links to the following resources.
l Help with the page you are currently on
l Access our online knowledge base
l Get support from the Automation Anywhere support team by submitting a support request on our support site
l Call the Automation Anywhere sales team for Sales inquiries
l Visit Automation Anywhere‘s Website
Log on to Control Room
To log on to Control Room, double-click the Automation Anywhere Control Room icon on your desktop.
The log on screens are different for Control Room hosted in Active directory/Kerberos and Non-Active directory modes. These are
explained in the following sections.
l Log on to Control Room hosted in Active Directory/Kerberos mode
l Log on to Control Room hosted in Non-Active Directory mode
l Log on to Control Room hosted in Single Sign On mode
Note: Control Room does not allow multiple sessions to the same account at the same time.
Log on to Control Room hosted in Non-Active Directory mode
To log on to Control Room hosted in Non-Active Directory mode, perform the following steps.
1. Double-click the Automation Anywhere Control Room icon on your desktop or type the Control Room URL on your Web browser
and press the Enter key. The Log in screen is displayed.
Copyright © 2018 Automation Anywhere, Inc. 9 https://support.automationanywhere.com
2. In the Log in area, do the following.
l Username: Type your Automation Anywhere Enterprise (AAE) user name.
l Password: Type your Automation Anywhere Enterprise (AAE) password to log on.
3. Once the Log in button is enabled, click the Log in button. The credentials are authenticated directly with CR database.
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.
l You can opt to select Remember my username if you want to quickly login to the Control Room.
l Click on Forgot password? to reset your password.
l If you are an admin user, you will have to provide answers to the security questions that were configured during user cre-
ation. Once you provide correct answers, you are taken to the navigation page.
l If a normal user, you are directly taken to the change password page:
Copyright © 2018 Automation Anywhere, Inc. 10 https://support.automationanywhere.com