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Automation 360
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Contents
Explore
About Automation 360
Control Room overview
Distributed architecture
Distributed architecture with HA/DR support
Security architecture
Security architecture model
Cloud operational responsibilities
Securing the RPA environment with external controls
Independent categories for Bot Creators and Bot Runners
Role-Based Access Control
RBAC on bots
RBAC on Bot Runners
RBAC for Credential Vault credentials management
Role-based processing domains
RBAC on Audit Log
RBAC on viewing bot activity
RBAC on User Management
RBAC on roles and permissions management
RBAC on bot schedules
RBAC on license management
Bot execution access by dynamic access token
Secure credential store through Credential Vault
Credential Vault encryption
Credential storage
Credential provisioning to bots
Cryptographic providers
Secure recording
Authentication with Control Room
Supported authentication methods for Automation 360 On-Premises
Support for secure protocols
Network security overview
Change management
Identity and authentication
Password hashing
Authentication failure messages
Authentication for Bot Runners
Dynamic access token authentication of Bot Runners
Defenses against common vulnerabilities
Compliance and vulnerability scanning
Audit logs
Additional security controls
General Data Protection Regulation guidelines
Automation 360 FAQ
Automation 360 Cloud FAQ
Automation 360 IQ Bot
Architecture diagram
Private Bot Store
Learn
Automation 360 Release Notes
Automation 360 v.26 Release Notes
RPA Workspace v.26 release
Updating to v.26 release
Migration updates for v.26 release
AARI v.26 release
IQ Bot and Document Automation v.26 release
Bot Insight v.26 release
Automation 360 v.25 Release Notes
Automation 360 v.24R2 Release Notes for Internet Explorer 11 EOL
Automation 360 v.24 Release Notes
Automation 360 v.23 Release Notes
Automation 360 v.22 Release Notes
Automation 360 v.21 Release Notes
Enterprise A2019.20 Release Notes
Enterprise A2019.19 Release Notes
Enterprise A2019.18 Release Notes
Enterprise A2019.17 Release Notes
Enterprise A2019.16 Release Notes
Previous Automation 360 Release Notes
Enterprise A2019.15 Release Notes
Enterprise A2019.14 Release Notes
Enterprise A2019.13 Release Notes
Enterprise A2019.12 Release Notes
Enterprise A2019.11 Release Notes
Enterprise A2019.10 Release Notes
Enterprise A2019 (Build 2094) Release Notes
Enterprise A2019 (Builds 1598 and 1610) Release Notes
Enterprise A2019 (Builds 1082 and 1089) Release Notes
Enterprise A2019 (Build 550) Release Notes
Enterprise A2019 (Build 543) Release Notes
Community Edition Release Notes
Automation 360 v.26 Community Edition Release Notes
Automation 360 v.25 Community Edition Release Notes
Automation 360 v.24 Community Edition Release Notes
Automation 360 v.23 Community Edition Release Notes
Automation 360 v.22 Community Edition Release Notes
Previous Community Edition Release Notes
Automation 360 v.21 Community Edition Release Notes
Community Edition A2019.20 Release Notes
Community Edition A2019.19 Release Notes
Community Edition A2019.18 Release Notes
Community Edition A2019.17 Release Notes
Automation 360 Sandbox Release Notes
Sandbox environment
FortressIQ Version 1.48.0 Release Notes
Automation 360 feature comparison matrix
Automation 360 IQ Bot feature comparison matrix
Automation 360 IQ Bot version compatibility
Automation 360 software lifecycle policy
Automation 360 Cloud Service Status site
Automation 360 Cloud updates
Subscribing to notifications
Feature deprecations affecting Automation Anywhere products
Internet Explorer EOL overview
Automation 360 and Internet Explorer 11 EOL FAQ
Scan Automation 360 bots for Internet Explorer usage
Analyze report for Internet Explorer bots
Update Bot wizard for converting IE bots
Viewing conversion details for Internet Explorer bots
Deprecation of Basic authentication in Exchange Online
Automation 360 and Basic authentication deprecation FAQ
Scan Automation 360 bots for Email action with Basic authentication usage
Basic authentication scanning messages
Chrome and Edge Manifest V3 extensions
Manifest V3 extensions FAQ
Manage multiple browser profiles for Manifest V3 extension
Deprecation of Tesseract OCR v3
Install and update
Get started with Automation 360 Cloud
Automation 360 Cloud prerequisites
Automation 360 Bot Runner device requirements
Add Automation 360 Cloud DNS to trusted list
Add IQ Bot cloud server IP addresses to allowed list
Installing Control Room On-Premises
Automation 360 On-Premises prerequisites
Capacity and performance planning
Concurrent bot deployments and executions
Bot Quality of Service priorities
Bot Agent status processing
Enable rate limit for On-Premises deployments
Control Room server requirements
Database requirements
Working with SQL Servers
Working with Azure SQL PaaS
Operating system, environment, and platform supported for Control Room
Supported cloud platforms
Credential requirements
Load balancer requirements
Ports, protocols, and firewall requirements
Control Room repository requirements
Browser requirements for RPA Workspace
Internationalization, localization, and language support
Components for Control Room and bot actions
Supported special characters
Citrix integration on Cloud
Using the Recorder on Citrix Virtual Apps servers
Using Citrix XenDesktop on Cloud
Installing the Citrix required components on local machines
Installing Automation Anywhere remote agent on Citrix servers
Install remote agent: Recorder package version 2.8.6-20220823-160834
Install remote agent: Recorder package version 2.7.3-20220527-004608 and earlier
HA and DR deployment models
Convert single-node deployment to multi-node deployment
High availability deployment
Disaster recovery deployment
Image based replication
Warm stand-by
Replicate data between primary and secondary sites
Installing Control Room using custom mode for Oracle installation
Installing Control Room using Custom mode
Run Control Room installer
Integrate external key vaults
Configure application Transport Layer Security
Configure service credentials
Configure database type and server
Configure default database port
Configure Oracle database type and server
Add Elasticsearch credentials
Configure IP cluster
Add nodes to a cluster setup
Remove nodes from a cluster setup
Setup installation summary
Installing Control Room using Express mode
Installing Control Room on Amazon Web Services
Prepare for installation on Amazon Web Services
Customize Control Room installation on Amazon Web Services
Configure settings post-installation on Amazon Web Services
Installing Control Room on Microsoft Azure
Verify readiness for installation on Microsoft Azure
Supported data center component versions on Microsoft Azure
Begin Control Room installation on Microsoft Azure
Customize Control Room installation on Microsoft Azure
Configure settings post-installation on Microsoft Azure
Installing Control Room on Google Cloud Platform
Prepare to install Control Room on Google Cloud Platform
Perform custom installation of Control Room on Google Cloud Platform
Configure Google Cloud Platform settings after installation
Installing Control Room on Linux
Performing silent installation of Control Room on Linux
Uninstall Automation 360 On-Premises from Linux server
Performing silent uninstallation of Control Room on Linux
Configure Control Room in cluster setup with shared repository for Linux
Add nodes to a cluster setup
Remove nodes from a cluster setup
Installing Control Room on Microsoft Windows Server using scripts
Complete Control Room post-installation configuration
Configuring post-installation settings
Verifying Automation Anywhere services
Configure Control Room for HTTPS certificate
Import HTTPS and CA certificates
Editing SQL user information
Configure disaster recovery site for Elasticsearch IP addresses
Add primary IP address for cluster
Configure additional IP address for a new cluster node
Add Automation 360 On-Premises DNS to trusted list
Uninstalling Automation 360
Installing Control Room for Cloud-enabled deployment
Naming guidelines for Control Room URLs
Post-installation user management
Configure the Control Room as a service provider
Configure Control Room authentication options
Configure Control Room in Express mode
Configure Control Room for Active Directory: manual mode
Configure LDAP channel binding
Configure Control Room for Active Directory: auto mode
Configure Smart Card authentication installation procedure
Control Room smart card first administrator
Configure Control Room database
Configure Control Room for HTTPS certificate
Import HTTPS and CA certificates
Add Control Room certificate to Windows certificate stores
Preparing for users
Trial licenses
Set up SAML authentication
Configure SSO authentication with Okta
Create app integration
Assign application to user
Configure the Control Room
Validate the connection
Edit profile
Installed Control Room directories and files
Control Room fail-safe status
Licenses and cloud services
Managing Cloud and file licenses
Automation 360 licenses
Accessing Automation 360
Provision Cloud Control Room instances
Self-service Control Room Migration
Viewing the Cloud Migration Control Room Details
Manage and allocate licenses (partners)
View and edit Cloud Control Room instances
Control Room license expiry notifications
Get started with Community Edition
Community capacity and limitations
Log in to Automation Anywhere Control Room
Install Bot Agent and register device
About the Bot Agent
Bot Agent communication with Control Room
Bot Agent compatibility
Auto-login support for Bot Agent
Working with the Bot Agent
Perform bulk installation of Bot Agent on devices
Perform installation of Bot Agent on multiple devices
Bulk install Bot Agent using Microsoft Endpoint Configuration Manager
Automatically update the Bot Agent
Update the Bot Agent from a local drive
Manually update the Bot Agent
Switch Bot Agent to a different Control Room
Connect Bot Agent to a device with a proxy
Perform Bot Agent diagnostic checks
Set user device credentials
View and update Bot Agent device settings
Create your first bot
Run your first bot
Update to latest Automation 360 version
Update Automation 360 on Microsoft Windows Server using scripts
Enhancements to browser extensions
Browser extensions for web applications
Install and update Automation 360 IQ Bot
IQ Bot installation prerequisites
IQ Bot system requirements
IQ Bot prerequisite steps
IQ Bot service configuration
IQ Bot Windows services
RabbitMQ v3.8.18 and Erlang/OTP upgrade
Installing IQ Bot in Cluster mode on machines with IQ Bot preinstalled
Prerequisites for installing IQ Bot in Express mode
Installing IQ Bot in Express mode
Installing IQ Bot in Custom mode
Installing IQ Bot in Cluster mode
RabbitMq cluster configuration for IQ Bot
Make a Shared Folder Accessible
Installing IQ Bot in Cluster mode on Amazon EC2
Postinstallation checklist
Creating a self-signed certificate with Subject Alternative Name
Registering IQ Bot with the Control Room
Configuring IQ Bot with HTTP and HTTPS
Configuring IQ Bot with HTTPS when Control Room is configured with HTTP
Configuring IQ Bot with HTTP when Control Room is configured with HTTPS
Configuring IQ Bot with HTTPS using single domain
ConfiguringIQ Bot with HTTPS using multiple domains
Use Microsoft Azure Computer Vision OCR engine
Use your own keys for Microsoft Azure Computer Vision OCR engine
Use ABBYY FineReader Engine OCR engine in IQ Bot
Use your own ABBYY FineReader Engine license
Installation steps if ABBYY FineReader Engine remains installed from a previous IQ Bot version
Use Google Vision API OCR engine
Use your own license keys for Google Vision API OCR engine
Potential impact of Google Vision API OCR upgrade
Use Tegaki API OCR engine
Resolving IQ Bot registration failure
Unregistering IQ Bot from the Control Room
Set up log file automatic rollover
Health Check API response if RabbitMQ v3.8.18 fails to start
Reinstalling HTTPS SSL certificate for secure communication when it expires
Updating Automation 360 IQ Bot
Run IQ Bot On-Premises database migration script
Update Automation 360 IQ Bot On-Premises to the latest version
Upgrading and downgrading IQ Bot
Uninstalling IQ Bot
High Availability and Disaster Recovery overview
HA cluster configuration overview
High Availability deployment model
Disaster Recovery deployment model
DR configuration requirements
Disaster recovery failover steps overview
Re-establish a duplicate DR site
Migrate
Migration best practices
Check migration readiness
Supported Control Room versions for migration
Verifying your Enterprise 11 or Enterprise 10 version for migration
Unsupported features for migration
Differences in Automation 360 and Enterprise 11/Enterprise 10 features
Bot Scanner overview
Scan Enterprise 11 or 10 bots using Bot Scanner
Analyze Bot Scanner report for migration
Get migration license
Prepare new Control Room for migration
Choose deployment model
Prepare for Enterprise 11 to Automation 360 Cloud migration
Recommended workflow for Cloud migration
Install Cloud Migration Utility
Prerequisites for Cloud migration
Upload Enterprise 11 data using Cloud Migration Utility
Prepare for migration when using Enterprise 11 and Automation 360 Cloud in parallel
Prepare to manually migrate to Automation 360 Cloud
Prerequisites for manual migration
Prepare for Enterprise 11 to Automation 360 On-Premises migration
Copy and paste Enterprise 11 information to Automation 360
Export Enterprise 11 Bot Insight dashboards for migration
Migrate Enterprise 11 audit logs
Prepare for migration when using Enterprise 11 and Automation 360 On-Premises in parallel
How WLM data is migrated
Prepare to manually migrate to Automation 360 On-Premises
Prepare for Enterprise 11 to Automation 360 Cloud-enabled migration
Prepare for Enterprise 11 to Automation 360 on Linux CentOS migration
Prepare for Enterprise 10 to Automation 360 Cloud migration
Prepare for Enterprise 10 to Automation 360 On-Premises migration
How Enterprise 10 data is copied to Automation 360
Copy Enterprise 10 data
Prepare for migration when using Enterprise 10 and Automation 360 On-Premises in parallel
Migrate new or updated Enterprise 10 bots to Automation 360
Prerequisite tasks for migrating bots
Migrate and validate bots
Bot Migration Wizard
Considerations when you migrate and validate bots
Migrate Enterprise bots
How MetaBots are migrated
How AAApplicationPath variable is migrated
AASettings supported in Automation 360
Enable schedules after migration
Pause and resume bot migration
Stop bot migration
Validating and updating bots after migration
Package mapping for migration
Variable mapping for migration
Global values in migrated bots
Verify the bot migration
View migration reports
Export to CSV
View changes to migrated bots using Bot Assistant
Migration messages
Migrate Community Edition bots
Migrate to Automation 360 IQ Bot
Prepare for IQ Bot migration
Migrate earlier IQ Bot versions to Automation 360 IQ Bot On-Premises
Migrate from Automation 360 IQ Bot On-Premises to Cloud
Migrate learning instances
Backup and export learning instance
Import learning instance
Example: Import options results
Migration Utility enhancements
Migrating RBAC in IQ Bot
Migrate RBAC to Automation 360 IQ Bot On-Premises
Migrate RBAC to Automation 360 IQ Bot Cloud
Build
Bot editor for creating bots
Keyboard shortcuts to expand or collapse elements in bot logic
Actions palette for bot creation
Advanced search feature in the Bot editor
AARI Web package
Example of using Create a Request action
Active Directory package
Computer operations
Using the Move computer action
Group operations
LDAP operations
Using the Connect action
Organizational unit operations
Using the Move organizational unit action
User account operations
Using the Create user action
Using the Add users to group action
Using the Remove users from group action
Using the Update user details action
Analyze package
App Integration package
Application package
AWS Comprehend NLP package
Boolean package
Bot migration package
Browser package
Using Find broken links action
Clipboard package
Credential package
CSV/TXT package
Using the Open action for CSV/TXT file
Using Read action
Comment package
Data Table package
Using Join action
Join type output examples
Using the Merge action
Merge output example
Using Write to file action
Database package
Begin database transaction action
End database transaction action
Using Connect action for database
Connect to Microsoft SQL Server with Windows authentication
Disconnect action
Using the Read from action
Using the Run stored procedure action
Using the Export to data table action
Manage stored procedure action
Insert/Update/Delete action
Example of migrating data from Excel to a database
Datetime package
Using the Add action
Using the Assign action
Using the Subtract action
Using the To string action
Datetime formats
Delay package
Dictionary package
DLL package
Sharing sessions across bots
Using the Run function (Legacy) action
Using the Run function action
Document Extraction package
Using Extract data action
Configure Extract action to process documents in Google Document AI
Using Download data action
Email package
Change status action
Check if folder exists action
Delete all action
Delete action
Disconnect action
Using the Connect action
Email server settings
Using the Forward action
Move all action
Move action
Using Reply action
Save all attachments action
Save attachment action
Save email action
Using the Send action
Using the For each mail in mail box iterator
Using dictionary variable for email properties
How subject filter works when moving emails
Error handler package
Excel basic package
Using the Open action for Excel basic
Excel advanced package
Workbook operations
Using the Open action for Excel advanced
Worksheet operations
Using Append worksheet action
Row and column operations
Using Insert or Delete actions for rows and columns
Using Select action for cells, rows, and columns
Cell operations
Using Find action
Using the Replace action
Using Find next empty cell action
Using Get cell color action
Using the Get cell address action
Using Get number of rows action
Table operations
Using Filter table action
CSV operations
File package
Using Copy Desktop file action for file
Using Delete action for file
Using Rename action for file
Using Print action for file
Using Print multiple files action
Folder package
Using Copy action
Using Delete action
Using Rename action
Using Unzip action
Using the Zip action
FTP / SFTP package
Using Connect action for FTP/SFTP
Fuzzy match package
Genesys package
Division actions
External contact actions
Group actions
Language actions
External organization actions
Phone actions
Queues actions
Role actions
Skill actions
User actions
Google Calendar package
Using the Create new calendar event action
Using the Connect action for Google packages
Google Drive package
Google Document AI package
Using the Extract action for Google Document AI
Google Sheets package
IBM Watson Authentication package
IBM Watson Speech to Text package
If package
Using If action
Image Recognition package
Using Find image in window action
Using the Find window in window action
Interactive forms package
IQ Bot Classifier package
Using Classify action
Using the Classify document action
Using Train Classifier action
IQ Bot [Local Device] package
Using Process Documents action
IQ Bot Pre-processor package
Using ConcatenateImages action
Using ConvertImageToPDF action
Using EditImage action
Using GetBarCodes action
Using GetDocumentInfo action
Using Get page content action
Using EnhanceImage action
Image enhancement options in EnhanceImage action
Using OrientImage action
IQ Bot Extraction package
Move from IQ Bot Extraction package to Document Automation
Using IQ Bot Process documents action
IQ Bot package
Download all documents action
Upload document action
Upload multiple files to IQ Bot using Loop action
JavaScript package
Json package
Legacy Automation package
Using legacy Web actions
List package
Log To File package
Using Log To File action
Loop package
Using Loop action
Using the For each row in CSV/TXT iterator
Using the For each row in table iterator
Message box package
Using the Message box action
Microsoft LUIS NLP package
Mouse package
Using the Click action
Using the Move action
Using the Scroll action
Number package
OCR package
Using Capture image by path action
Using Capture image by URL action
Using Capture window action
Using Capture area action
Office 365 Calendar package
Using the Create Meeting action
Using the Get available meeting slots action
Using Office 365 Calendar actions in a loop
Using the Connect action
Permissions for application
Office 365 Excel package
Cell operations
Using the Format cell action
Frequently used cell colors
Using the Get cell/text color action
Column/Row operations
Using Delete action for rows or columns
Using Insert action for rows or columns
Table operations
Workbook operations
Using the Open action
Worksheet operations
Using the Copy worksheet action
Office 365 One Drive package
Using One Drive actions in a loop
PDF package
Using the Encrypt document action
Using the Extract field action
Using the Extract text action
Using the Extract image action
Using the Decrypt document action
Using the Get property action
Using the Merge documents action
Using the Split document action
Using a dictionary variable for PDF properties
PGP package
Using the Decrypt files action
Using the Encrypt files action
Play Sound package
Printer package
Process package
Prompt package
Python Script package
Create a PDF using Python script
Recorder package
Actions performed on objects captured with Universal Recorder
Using the Capture action
Capture using specific technology
Recorder actions supported in various SAP versions
REST Web Service package
Using the Get method
Using the Post method
Using the Put method
Upload file with Put method
Salesforce action package
Salesforce Authentication action
Salesforce Insert record action
Salesforce Get record action
Salesforce Update record action
Salesforce Delete record action
Salesforce Upsert record action
Salesforce Execute SOQL action
Salesforce Upload file attachment action
Salesforce Download file attachment action
SAP package
Using Connect action for SAP
Using Export table action
Using Set table cell text action
SAP BAPI package
Using Connect action for SAP BAPI
Screen package
Using Capture area action
Using Capture window action
Service package
Simulate keystrokes package
Using Keystrokes action
SNMP package
Using Get action
Using Get next action
Using Send trap action
Using Set action
Using Walk action
SOAP Web Service package
Step package
String package
Extract text
Using the Extract text action
Using Find action
Using Replace action
Using Split action
System package
Environment variables for System package
Task Bot package
Using the Run action
Repeating a bot
Example of sharing an Excel session between bots
Terminal Emulator package
Using the Connect action
Using Get text action
Using Send key action
How send key works in Send text action
Using Send text action
Using Set field action
Using Wait action
Share session between TaskBot logic
Text file package
Using Get text action
Trigger loop package
V11 Task Bot package
Using Run action
VBScript package
Wait package
Using Wait for screen change action
Using Wait for window action
Window package
Workload package
Using Insert work item action
XML package
Using Insert node action
Get started with recorders
Universal Recorder for object-based automation
Record a task with the Universal Recorder
Edit a task recorded with the Universal Recorder
Universal Recorder supported applications and browsers
Google Chrome browser extension requirements
Google Chrome extension troubleshooting
Secure recording mode
Recording tasks in applications that run on JRE
AISense for recording tasks from remote applications
Record a task with AISense Recorder
Edit a task recorded using AISense
Actions performed on objects captured with AISense Recorder
Use variable anchor
Table data extraction through AISense Recorder
Enable debug logs for AISense Recorder
AISense Recorder best practices
Working with bots
Run a bot
Considerations for running a bot
Move a bot
Check in a bot
Check out a bot
Clone a bot
Delete a bot
Preload packages
Copy a bot
View TaskBot version history
Assign label to a bot
Edit a bot
Compare bot versions
View bot dependency map
Attach work item template to TaskBot
View package versions available in the Control Room
Select the package version used in your bot
Bot compatibility version
Set automation priority for your bots
Configure timeout for bot execution
Create and rename folders
Keyboard shortcuts
Variables overview
Predefined variables
Your variables (user-defined)
Create a variable
Type conversion
Recursive expressions
Record variable
Unicode range supported in variables
Use Work Item variables
Credentials and credential variables in the Bot editor
Example of building a bot that uses credentials
Example of building a bot that uses credential variables
Global values
Create a global value
Overwrite the default value
Bot dependencies
Upload bot and its dependencies
Add bot dependencies
View bots dependencies
Edit bot-dependent text-based files
View version history of non-bot file dependencies
Get started building bots
Build a Go be Great bot
Build a basic bot that uses a desktop application
Example of extracting data from a web table
Examples of building bots
Example of entering data into a web form from a worksheet
Example of passing a value between bots
Example of passing a value between bots including video clips
Example of passing a value between bots including full video
Example of using a conditional statement
Example of using Python script to join a list
Example of using the DLL package
Example of transferring data from CSV file to Excel worksheet
Run TaskBot to merge Excel sheets
Example of migrating data from Excel to a database
Example of using the Run action
Example of using the SOAP web service action
Example of using Get structure command from SAP BAPI package
Example of writing data to SAP using SAP BAPI package
Example of using Run standard workflow from SAP BAPI package
Example of using the VBScript package in a resilient bot
Build a Bot Insight dashboard bot
Example of using multiple analyze actions in a task
Example of updating default package version across bots
Example of using JSON package actions in a bot
Create dictionary type variables
Automation Anywhere Robotic Interface (AARI)
Using AARI on the web interface
AARI web interface users
Configure roles for AARI on the web
Create users for Automation Anywhere Robotic Interface
Configure scheduler user for AARI on the web
Create user and assign role
Assign scheduler user to process in the web interface
Configure deployment type for bots
Configure processes
Create an AARI form
Example of using the Checkbox element dynamically
Example of uploading and downloading file for web
Cloud storage usage
Create an AARI process
AARI variable types
Use an Output variable
Delete an AARI process
Run an AARI process
Check in an AARI process
Check out an AARI process
Import an AARI process
Import process dependencies
Export an AARI process
URL parameters
Password element properties
Deploy processes
Team management
Process management
Request management
Reference ID properties
Upgrade changes in AARI from A360.21 or later versions
Create a request and complete a task
Delete a request
Create an AARI team and assign team roles to members
Assign an AARI team to a process
Assign or unassign a task
View and search for a process
Filter and search for a request
Filter and search for a task
Edit an AARI process
Edit an AARI bot
Bot setup
Attended and unattended automation
Using AARI on desktop
About AARI Assistant
Sign into AARI Assistant
Using interactive forms
Create a form
Using the Button element
Using the Checkbox element
Using the Date element
Using the Document element
Using the Dropdown element
Using the Dynamic Area element
Using the Select File element
Using the Select Folder element
Using the Hyperlink element
Using the Image element
Using the Label element
Using the Number element
Using the Password element
Using the Radio Button element
Using the Rich Text Editor element
Using the Snapshot element
Using the Table element
Using the Text Area element
Using the Text Box element
Using the Time element
Add rules to form elements
Add a form to bot
Adding a trigger to run a bot
Add an email trigger
Add a file and folder trigger
Add a hot key trigger
Add an interface trigger
Add a process trigger
Add a service trigger
Add a window trigger
Example for using hot key to trigger a bot
Embedded Automation
AARI Integrations and AARI Extensions
AARI Integrations overview
Setup iFrame widget using AARI Integrations
Assign automations to teams
Assign members to a team
Assign teams to a process
Assign teams to a bot
Configure iFrame widget in a web application
Deploy automations in web application
AARI Extensions overview
Process discovery by using Discovery Bot
Get started with Discovery Bot
Discovery Bot users
Supported licenses for Discovery Bot
Prerequisites for Discovery Bot
Upgrade Discovery Bot from Enterprise A2019.15 to later versions
Create users for Discovery Bot
Create multi-role users for Discovery Bot
Create a custom role for Discovery Bot
Assign the Discovery Bot custom role to a user
Create a Discovery Bot process
Supported applications and browsers for Discovery Bot
Record a Discovery Bot business process
Record a Discovery Bot process using AARI Assistant
Analyzing opportunities for automation
Review opportunities, convert to bot, and generate PDD
Using the Filter and Toggle frequency counter options
Getting started with Privacy Enhanced Gateway
Deployment and networking requirements
Install PEG
Create certificates
Create DNS entries and deploy PEG VM
Configure PEG to work with a proxy
Set up and configure PEG
Validate PEG is running
PEG modes overview
Switch between modes
Determining content for redaction
Modify the pass and block lists
Manage disk space
Renew and replace certificates and keys
Preprocessing error messages
Build advanced bots and packages
Package SDK
Set up the Java project
Standard coding practices and guidelines for developing packages
Develop a sample package
Using the package SDK
Configuring build files
Creating new Java class
Upload custom package to your Control Room
Create a bot to test the new package
How to examples
Return a value from an action
Expose property attributes of action
Organize and group actions when developing packages
Input types - UI elements
Create custom variables using Package SDK
Using EntryList
Using regular expression
FILE2 (Regex) attribute
Create a condition using Package SDK
Add a condition in a custom package for If condition
Create an iterator using Package SDK
Create a trigger using Package SDK
Custom triggers - pull and push mechanism
Add debug logs of custom packages to bot_launcher.log file
Handle sessions in a custom package
Configure shared session using Package SDK
Build bots to share session details using Package SDK
Annotations
Creation and function annotations
Validation annotations
Configure and use credential allow password annotation
Build and test a demo package and bot
Update related workflow and build files
Compile a demo JAR file from the Eclipse UI
Compile a demo JAR file from the command line
Add your demo package to the Control Room
Create a demo bot with the demo package
Change the Java file used to create the package JAR file
Upload new demo package
Update the demo bot with the updated package
Build and test a custom package
Build a custom package in IntelliJ
Add custom package to your Control Room
Create a bot to test the custom package
Automation 360 Package Development Kit Release Notes
Using Python to parse JSON response
Use JavaScript to build a bot to take user input
Bot developer recommendations
Bot Store submissions checklist
Building reusable bots
Building reusable packages
Troubleshooting and debugging
Troubleshoot bot run issue
Debugger features
Bot Agent log files
Digitize
Community Edition
Create a learning instance in Community Edition
Process documents in Community Edition
Automation 360 IQ Bot
Using Automation 360 IQ Bot On-Premises
Using Automation 360 IQ Bot Cloud
IQ Bot user personas and roles
Defining a custom role for IQ Bot
Creating a user with an IQ Bot specific role
Languages supported in Automation 360 IQ Bot
About the Classifier
Create a new document group
Create a learning instance
Select an OCR engine
Edit a learning instance
Limit the creation of document groups
Errors generated while editing learning instances
Delete a learning Instance
Disable PDFBox option
Train a learning instance
Introduction to the Designer
Change the training document for a group
Tasks performed from Bot page
Improve output quality using OCR confidence
Map a field
Use list validation to improve accuracy of a text field
Use validation patterns/lists to flag discrepancy in extracted data
Map a table
Mapping a table in a page with many tables
Add multiple tables in Designer
Define one or more linked fields in a child table
Extract data from check boxes or check box groups
Preview extracted data
Review the learning instance details
Delete mapping in the Designer
Designer validation patterns
Starts With and Ends With
Pattern
Lists
Formulas
Adding custom logic to improve automatic extraction in production
Form fields
Table fields
Use cases and examples
Pre-installed Python packages
Additional Python packages
Extract data using magnetic ink character recognition
Set learning instance to Production
Manage learning instances
Rotate the external key
Use the IQ Bot Validator
Review the dashboard
Performance report page
Performance report details
Custom domains in IQ Bot
Using IQ Bot for standard forms
Evaluate your use case
Review extraction service
Review implementation prerequisites
Considerations for optimum performance
Set up extraction service
Configure IQ Bot for extraction service
Build extraction model
Transfer third-party extraction service models
Create a learning instance for standard forms
Edit a standard forms learning instance
Define validation rules for standard forms learning instance
Upload documents for standard forms learning instance
Download extracted content
Transfer standard forms learning instance
Export a standard forms learning instance
Import a standard forms learning instance
Document Automation
Document Automation FAQ
Intelligent Document Processing solutions feature comparison matrix
Set up your Document Automation environment
Create a custom role for Document Automation
Document Automation users
Configure key for Google Document AI
Create a learning instance in Document Automation
Data extraction in Document Automation
About the AARI process in Document Automation
Process documents in Document Automation
Change output format from CSV to JSON
Connect learning instance
Extracting data from check boxes
Publish the learning instance
Build a bot to upload documents to Document Automation
Deploy the learning instance assets
Using the AARI Task Manager Validator for Document Automation
Validate documents in Document Automation
Export/Import learning instances
Create standard form in Document Automation
Manage
Activities
Historical activity
View completed activity
Scheduled activities
Schedule a bot
Edit a scheduled activity
Delete a scheduled activity
Event triggers
Adding event triggers
Linking event triggers to a Bot Runner
Devices
About multi-user devices
Configure RDP-based deployment for multi-user devices
Convert an existing device to a multi-user device
About device pools
Create device pools
View device pool details
Edit device pools
Order of the automation queue
Delete device pools
Customize device settings
Packages
RBAC on packages
Configure RBAC for packages
Packages RBAC for bot developer
Add packages to the Control Room
Manage Control Room packages
Update bots to default package version
Administrator settings
Audit log
Audit events list
Export audit data to CSV
Users
Create a user
Create an Active Directory user
Citizen Developer user
Create a Citizen Developer user
Multi-login user
Reset user password
Roles
Create a role
Feature permissions for a role
Bot permissions for a role
Create a Citizen Developer role
Assign a role
System roles
Manage Active Directory role mapping
Sync Active Directory role mapping
Create Active Directory role mapping
Edit Active Directory role mapping
Delete Active Directory role mapping
Settings
Automatic package updates for On-Premises Control Room
Configure default device settings
Switch device registration between Control Room instances
Configure package settings
Change screen resolution for Bot Runner session
Configure auto-delete temporary device settings
Configure threshold settings for user devices
Configure auto-login settings
Add access IP addresses
Set callback URLs
Set up SAML authentication
Two-factor authentication
Configure Credential Vault Connection mode
Editing SQL user information
Syslog server integration
Edit email notifications
Version control in Automation 360
Integrating Control Room with Git repositories
Configure a remote Git repository in Control Room
Connect to Azure DevOps Git from Control Room
Remove Git integration configuration
NAT IP addresses for external integrations
Restore bots from Git repository
Usage statistics
Disable usage statistics
Set up instances for Cloud-enabled deployments
Generate registration key to install Bot Agent in bulk
Edit the Bot Agent installer file
Configure integration with SIEM
Code analysis
Code analysis rules
Reviewing code analysis results
Code analysis reports
Configure code analysis policy
Run code analysis
Manage licenses
Installing additional licenses
Stop and start Control Room services on Linux
Control Room log files
Workload management
Create workload queues
Create express queues
Create queues
Add queue owners
Add participants to queue
Add consumers of queues
Define Work Item structure
Insert Work Items
Run bot with queue
Add TaskBots and dependent files
Add queue, Bot Runner, and device pool
Manage workload queues
View queue details
Edit queues
Delete queues
Actions allowed on view queue page
View automation of a queue
Export queues
Import queues
Manage Work Items
Work item status and actions
View work items
Edit work items
Delete work items
Export work items to CSV file
Workload guidelines
Working with repositories, credentials and roles
Manage user credentials
Set up your bot repository
Create your users and assign their licensed roles
Bot Lifecycle Management
Guidelines for exporting and importing bots
Export bots
Import bots
Credentials and lockers in the Credential Vault
Set up lockers and credentials in Credential Vault
Set up locker and assign credentials
Create credential
Edit a credential
Transfer credential ownership
Create locker
Edit a locker
Credential Vault email notifications
External key vaults for Automation 360
Integrating external key vault with Control Room
External key vault naming conventions
Integrating CyberArk Password Vault with Automation 360
On-Premises integration using CyberArk Password Vault
On-Premises initial installation using CyberArk Password Vault
On-Premises post-installation using CyberArk Password Vault
Cloud integration using CyberArk Password Vault
CyberArk credential retrieval use cases
Changing external key vault to another
Verify external key vault configuration
Troubleshooting external key vaults
Edit My settings
Edit profile settings
Bot Store
Access Bot Store from the Control Room
Submit bots or packages to Bot Store
Directly import bots and packages from Bot Store to Control Room
Download locally and import bots and packages from Bot Store to Control Room
Getting started with Private Bot Store
Set up A-People user access to Private Bot Store
Set up SAML user access to Private Bot Store
Submit and approve bots using Private Bot Store
Submit and manage bot ideas using Private Bot Store
Custom filter management in Private Bot Store
Optimize
Business analytics through Bot Insight
Accessing Bot Insight
Access Bot Insight from the Control Room
Roles to access Bot Insight
Role-based access control in Bot Insight
Bot Insight dashboards
Viewing Bot Insight dashboards
Viewing Insights
Operations dashboard
Business dashboard
Document Workspace dashboard
AARI dashboard
Editing a data profile
Bot Insight dashboard filter
Adding a dashboard filter
Working with Bot Insight dashboards
Comparing dashboards
Customizing a dashboard
Viewing ranks of string datatype values
Previewing data
Verifying data populated in a custom dashboard
Publishing a business analytics dashboard
Save a published dashboard
Delete a published dashboard
Reviewing data in a published dashboard
Sharing a dashboard
Downloading a PDF file from a dashboard
Taking a screenshot of a dashboard
Using Bot Insight
Business analytics
Configuring a task for business analytics
Using widgets
Adding a dashboard widget
Bot Insight visualizations
Configuring a Line Bar Chart query
Editing a dashboard widget
Drilling down information in dashboard widget
Renaming a dashboard widget
Exporting data from a dashboard widget
Data connector for Power BI
Deploy Power BI connector
Configure Power BI connector
