Set up your Document Automation environment

Document Automation is installed simultaneously with the Control Room. Configure the users, roles, and devices, and connect the Control Room with Automation Co-Pilot for Business Users.

Document Automation is installed simultaneously with the Control Room and shares the Control Room database. There are no additional installation tasks for Control Room Cloud customers.

Note: To install Document Automation in an On-Premises server, note the following:
  • The Control Room stores Document Automation output data.
  • You must install the Control Room in a configuration that points to the location where Document Automation data is stored. Ensure there is sufficient storage space.
  • The minimum necessary storage space depends on the processing volume, document size, and use case. As a guide: an environment that processes 100,000 pages per month, with a 30-day data lifespan, requires 500 GB of storage space.

Procedure

  1. Log in to Document Automation through the Control Room.
    You will receive an email from Automation Anywhere with your URL and credentials. Open the Control Room URL in your browser, enter your credentials in the login screen, and click Log in.
  2. Create a custom role that allows users to check in and check out bots, manage packages, and validate documents.: Create a custom role for Document Automation.
    Note: If you see the error An unexpected problem occurred. Error: generic.server.exception., ensure that you are using a role that has the required permissions. See Getting error "An unexpected problem occured. Error: generic.server.exception." while go to validation queue using Validator user roles.
  3. Create the users necessary to complete the end-to-end process of creating and publishing a learning instance: Document Automation users
    Note: When creating the Unattended Bot Runner user, provide the device credentials. You will connect the Unattended Bot Runner to the device in the next step.
  4. Configure the unattended Bot Runner user device and device pool to allow the learning instance to function in public mode:
    1. Using Remote Desktop Protocol (RDP), open the virtual machine where the unattended Bot Runner will run.
    2. Log in to the Control Room as administrator.
    3. Navigate to Manage > Devices and click the plus (+) icon to Connect local device. Follow the steps in the wizard to connect the Control Room to your device.
      You can click the Refresh option to verify that if your device is successfully connected.
    4. Create device pool by performing the following steps:
      1. Click Manage > Device pools.
      2. Enter a name for the device pool.
      3. Click the Devices tab, select then devices you want to include in the device pool, and click the arrow to move the devices to the Selected column.
      4. Click the Consumers tab, select the auto-document-processor role, and then click the arrow to move to the Selected column.
      5. Click Create device pool.

You can perform the following steps in the virtual machine or you can return to your device. If you perform the following steps on your device, ensure that you log in to the Control Room as the Co-Pilot Admin user.

  1. Open Automation Co-Pilot for Business Users to connect it with the Control Room.
    1. Navigate to the Automation Co-Pilot interface by adding /aari after your assigned Control Room URL.
    2. Navigate to Manage > Process > Global scheduler and click Edit.
    3. Select the Scheduler user that you created previously and click Save.
      A message indicating that a successful connection has been established is displayed.
  2. Create a team in Automation Co-Pilot to grant the Validator user access to the documents awaiting validation.
    1. Navigate to Manage > Teams.
    2. Click Create new team.
    3. Enter a team name and description.
    4. From the Team admin drop-down menu, select an administrator for this team.
    5. Click Create & edit.
    6. Click the General tab and select the Shared request visibility option.
    7. Click the Users tab and click the plus (+) icon to add the Validator user that you created previously and click Save.

Next steps

If users will create learning instances that use the Google Document AI model and you did not purchase Google Document AI licenses through Automation Anywhere, follow the steps to Configure key for Google Document AI.

Log in to the Control Room as the Learning instance creator user and begin creating learning instances: Create a learning instance in Document Automation.