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Automation 360
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Contents
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Automation 360
Automation 360 FAQ
Automation 360 Cloud
Automation 360 Cloud FAQ
Automation 360 Cloud Service Status site
Automation 360 Cloud updates
Subscribing to notifications
Automation 360 architecture and resiliency
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
RBAC in Control Room
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
Secure recording
Authentication with Control Room
Supported authentication methods for On-Premises Control Room
Supported authentication methods for Automation 360 Cloud
Support for secure protocols
Network security overview
Change management
Identity and authentication
Password hashing
Secure authentication
Authentication for Bot Runners
Dynamic access token authentication of Bot Runners
Defenses against common vulnerabilities
Automation Anywhere Secure Software Development Lifecycle (SSDLC) policy
Customer support policy for external scanning and penetration testing
Cryptographic providers
Cryptographic ciphers
Additional security controls
General Data Protection Regulation compliance
Automation 360 software lifecycle policy
Data retention policy
Automation resiliency
Managing unexpected pop-ups
Configure pop-up handling
Record automation execution
Configure automation recording
Manage automation recording
Upcoming feature deprecations
Completed feature deprecations
Deprecation of Google Less Secure Apps (LSAs)
Google Less Secure Apps (LSAs) deprecation FAQ
Scan automations that use Email action for Gmail with Basic authentication
Scanning messages for automations using Gmail with basic authentication
Deprecation of EWS APIs in Exchange Online
EWS API deprecation FAQ
Scan bots that use email action with EWS option
Deprecation of Tesseract OCR v3
Google Chrome and Microsoft Edge Manifest V3 extensions
Manifest V3 extensions FAQ
Manage multiple browser profiles for Manifest V3 extension
Deprecation of Basic authentication in Exchange Online
Automation 360 and Basic authentication deprecation FAQ
Scan bots for Basic authentication
Basic authentication scanning messages
Microsoft Internet Explorer EOL overview
Microsoft 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
Bot Scanner for EOL features
In-product user assistance
Features, licenses, and deployment
Platform licenses
Enterprise Platform
Intelligent Automation - Automator AI Base
Deployment models
Cloud licensing FAQ
GUID licensing model
Release Notes
Automation 360 Release Notes
Automation 360 v.36 Release Notes
AI Agent Studio v.36 release
Automator AI v.36 release
Automation Workspace v.36 release
Updating to v.36 release
Packages updated in v.36
CoE Manager v.36 release
Automation Co-Pilot for Business Users v.36 release
Document Automation v.36 release
Automation 360 v.35 Release Notes
AI Agent Studio v.35 release
Automator AI v.35 release
Automation Workspace v.35 release
Updating to v.35 release
Packages updated in v.35
CoE Manager v.35 release
Automation Co-Pilot for Business Users v.35 release
Document Automation v.35 release
Automation 360 v.34 Release Notes
AI Agent Studio v.34 release
Automator AI v.34 release
Automation Workspace v.34 release
Updating to v.34 release
Migration updates for v.34 release
Packages updated in v.34
CoE Manager v.34 release
Automation Co-Pilot for Business Users v.34 release
Document Automation v.34 release
Bot Insight v.34 release
Package SDK v.34 release
Automation 360 v.33 Release Notes
AI Agent Studio v.33 release
Automator AI v.33 release
Automation Workspace v.33 release
Updating to v.33 release
Migration updates for v.33 release
Packages updated in v.33
CoE Manager v.33.1 release
Automation Co-Pilot for Business Users v.33 release
Document Automation v.33 release
Automation 360 v.32 Release Notes
Automator AI v.32 release
Automation Workspace v.32 release
Updating to v.32 release
Packages updated in v.32
CoE Manager v.32 release
Automation Co-Pilot for Business Users v.32 release
Document Automation v.32 release
Bot Insight v.32 release
Package SDK v.32 release
Automation 360 v.31 Release Notes
Automator AI v.31 release
Automation Workspace v.31 release
Updating to v.31 release
Migration updates for v.31 release
Packages updated in v.31
CoE Manager v.31 release
Automation Co-Pilot for Business Users v.31 release
Document Automation and IQ Bot v.31 release
Bot Insight v.31 release
Previous Automation 360 Release Notes
Automation 360 v.30 Release Notes
Automation Workspace v.30 release
Updating to v.30 release
Migration updates for v.30 release
Remote agent 2.3.3.29 updates
Packages updated in v.30
CoE Manager v.30 release
Automation Co-Pilot for Business Users v.30 release
Document Automation and IQ Bot v.30 release
Bot Insight v.30 release
Package SDK v.30 release
Automation 360 v.29 Release Notes
Automation Workspace v.29 release
Updating to v.29 release
Migration updates for v.29 release
Remote agent v.2.3.2.24 updates
Packages updated in v.29
CoE Manager v.29 release
Automation Co-Pilot for Business Users v.29 release
Document Automation and IQ Bot v.29 release
Bot Insight v.29 release
Package SDK v.29 release
Automation 360 v.28 Release Notes
Automation Workspace v.28 release
Updating to v.28 release
Packages updated in v.28
Migration updates for v.28 release
Remote agent v.2.2.0 updates
CoE Manager v.28 release
Automation Co-Pilot for Business Users v.28 release
IQ Bot and Document Automation v.28 release
Bot Insight v.28 release
Automation 360 v.27 Release Notes
Automation Workspace v.27 release
Updating to v.27 release
Packages updated in v.27
Migration updates for v.27 release
Remote agent v.2.1.0 updates
Process Discovery v.27 release
Automation Co-Pilot for Business Users v.27 release
IQ Bot and Document Automation v.27 release
Bot Insight v.27 release
Automation 360 v.26 Release Notes
Automation Workspace v.26 release
Updating to v.26 release
Migration updates for v.26 release
Automation Co-Pilot for Business Users 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
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.36 Community Edition Release Notes
Automation 360 v.35 Community Edition Release Notes
Automation 360 v.34 Community Edition Release Notes
Automation 360 v.33 Community Edition Release Notes
Automation 360 v.32 Community Edition Release Notes
Automation 360 v.31 Community Edition Release Notes
Automation 360 v.30 Community Edition Release Notes
Automation 360 v.29 Community Edition Release Notes
Automation 360 v.28 Community Edition Release Notes
Automation 360 v.27 Community Edition Release Notes
Automation 360 v.26 Community Edition Release Notes
Previous 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
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
Sandbox environment
Package updates overview
Periodic package updates - summary list
Periodic packages updated in 2024
Periodic packages updated in 2023
Periodic package updates - FAQ
Active Directory package updates
AI package updates
AI Skills package updates
Advanced Classifier package updates
Analyze package updates
App Integration package updates
Application package updates
Boolean package updates
Bot Migration package updates
Browser package updates
Clipboard package updates
Comment package updates
Credential package updates
CSV/TXT package updates
Data Table package updates
Database package updates
Datetime package updates
Delay package updates
Dictionary package updates
DLL package updates
Document Classifier package updates
Document Extraction package updates
Email package updates
Email trigger package updates
Error handler package updates
Excel advanced package updates
Excel basic package updates
File package updates
File Folder trigger package updates
Folder package updates
FTP/SFTP package updates
Generative AI package updates
GitHub package updates
Google Application Integration package updates
Google Calendar package updates
Google Drive package updates
Google Sheets package updates
Hotkey trigger package updates
If package updates
Image Recognition package updates
Interactive Forms package updates
IQ Bot package updates
IQ Bot - Document Automation Bridge package updates
IQ Bot Pre-processor package updates
JavaScript package updates
Jira package updates
JSON package releases
Legacy AISense package updates
Legacy Automation package updates
List package updates
Logging package updates
Loop package updates
Message Box package updates
Microsoft 365 Calendar package updates
Microsoft 365 Excel package updates
Microsoft 365 OneDrive package updates
Microsoft 365 Outlook package updates
Microsoft 365 Outlook trigger package updates
Mouse package updates
Number package updates
OCR package updates
PDF package updates
PGP package updates
Ping package updates
Pipeline Accelerator package updates
Play Sound package updates
Printer package updates
Process Composer package updates
Prompt package updates
Python Script package updates
Record package updates
Recorder package updates
Remote agent updates
REST Web Services package updates
Salesforce package updates
SAP BAPI package updates
SAP package updates
Screen package updates
Service package updates
ServiceNow package updates
SharePoint package updates
Simulate keystrokes package updates
SNMP package updates
SOAP Web Service package updates
Step package updates
String package updates
System package updates
Task Bot package updates
Terminal Emulator package updates
Text file package updates
V11 Task Bot package updates
VBScript package updates
Wait package updates
Window package updates
Windows trigger package updates
Workday package updates
Workload package updates
XML package updates
Previous Package SDK Release Notes
Process Discovery Release Notes
Process Discovery v.36 release
Process Discovery Sensor Release Notes
Process Discovery Sensor version 2.5.0 release notes
Privacy Enhancement Gateway v.3.3.21 release
Discovery Bot release notes
Browser extensions for Automation 360
Browser extensions for web applications
Previous versions of browser extensions
Install browser extensions offline
Automation 360 feature comparison matrix
Automation 360 IQ Bot feature comparison matrix
Automation 360 IQ Bot version compatibility
Automation and generative AI
AI Agent Studio
AI Agent
Developing a car loan AI Agent
Building an AI Recommendation Agent
AI Tools
Getting started with AI Tools
Roles and permissions for AI Tools
Create and manage Model connections
Create Fine tuned Model connections
Create Grounded Model connections with Amazon Bedrock RAG capability
Add Amazon Bedrock models from AWS Services
Create Amazon Knowledge Base
Create Grounded Model connections with Automation Anywhere Enterprise Knowledge
Create Grounded Model connections with Azure OpenAI RAG capability
Create Grounded Model connections with Google Vertex AI RAG capability
Create a Vertex Data Store
Custom model definitions
Resolving cross-region model access errors on Amazon Bedrock
Authenticate Model connections
Configure Reauthentication policy for Google Vertex AI
Create AI Skills
Create template from an AI Skill
Create AI Skills from a template
System prompt
Create AI Skills with Grounded by knowledge base Model connections
How to generate a JSON Filter for Amazon Bedrock
Create AI Skills with Grounded by data store Model connections
Create AI Skills with Grounded by AI Search Model connections
Understanding parameter settings for supported foundational models
Use AI Skills in a Task Bot
Exporting an AI Skill
Use AI Skills in API Tasks
AI Skills package
Execute action
AI Guardrails
Assign roles and permission to enable AI Guardrails
Create and manage AI Guardrails
AI Guardrails FAQs
AI Governance
Assign roles and permissions to enable AI Governance
AI Governance dashboard
Using AI Governance dashboard widgets
AI prompt log
Event log
Audit logs for generative AI interactions
AI Governance code analysis rule
AI Agent Studio FAQs
Automation Anywhere Enterprise Knowledge
Automation Anywhere Enterprise Knowledge On-Premises deployment options
Automator AI
Autopilot
Autopilot workflow for BPMN
Generate automation from BPMN file
Autopilot workflow for Process Discovery and CoE Manager
Configure Autopilot workflow for Process Discovery and CoE Manager
Submit PDD as opportunity to CoE Manager
Approve opportunity and assign developer
Generate automation from Process Discovery PDD
Transformation errors
Co-Pilot for Automators
Best practices when prompting with Co-Pilot for Automators
Examples of prompting for automation
Build automation via prompt
Prompting for a process
Prompting to add existing repository file
Support for learning instance in a process
Example of prompting for a process
Prompting for task bots
Prompting for variables
Prompting for loops
Example of prompt to loop logic
Example of prompting for a task bot
Update automation via select and prompt
Response messages from Co-Pilot for Automators
Co-Pilot for Automators FAQs
Suggest next actions
Suggest Next Actions settings
Suggest next actions - best practices
Suggest next actions FAQ
Generative Recorder
Generative Recorder FAQs
Generative AI-based fallback
Recorder native fallback
Audit logs and notifications
Generative Recorder use cases
Security and architecture for Automator AI
Data security for generative AI - FAQ
Announcements & events
Automator AI updates in v.36
Set up Automation 360
Get started with Automation 360 Cloud
Automation 360 Cloud prerequisites
Bot Runner device requirements
Factors impacting Bot Runner devices after Windows 11 update
Add service URLs to trusted list for Cloud
Allow Automation Anywhere communications ports
Add IQ Bot cloud server IP addresses to allowed list
Installing Control Room On-Premises
Automation 360 On-Premises prerequisites
Attended and unattended automation
Capacity and performance planning
Attended automation capacity planning
Unattended automation capacity planning
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 Automation Workspace
Internationalization, localization, and language support
Components for Control Room and bot actions
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
Run Control Room installer
Integrate external key vaults
Configure application Transport Layer Security
Configure service credentials
Select Control Room services to automatically run at startup
Configure Microsoft database type and server
Configure default database port
Updating to Windows Server 2022 Datacenter
Add OpenSearch credentials
OpenSearch custom certificate
Configure IP cluster
Add nodes to a cluster setup
Update nodes in 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 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 for Linux
Remove nodes from a cluster setup for Linux
Stop and start Control Room services on Linux
Installing Control Room on Microsoft Windows Server using scripts
Complete Control Room post-installation configuration
Configuring post-installation settings
Verifying Automation Anywhere services
Configure disaster recovery site for OpenSearch IP addresses
Add primary IP address for cluster
Configure additional IP address for a new cluster node
Add service URLs to trusted list for On-Premises
Using the Control Room diagnostics utility
Uninstalling Automation 360
Citrix integration
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 Automation Anywhere remote agent for Citrix 2.0: Recorder package version 2.8.6
Install Automation Anywhere remote agent for Citrix 1.0: Recorder package version 2.7.3 and earlier
Set up Community Edition
Community Edition capabilities
Get started with Bot Agent
Bot Agent communication with Control Room
Bot Agent compatibility
Auto login support for Bot Agent
Bot Agent device requirements
Manage Bot Agent
Install Bot Agent and register device
Configure custom proxy during Bot Agent installation
Switch Bot Agent to a different Control Room
Connect Bot Agent to a device with a proxy
Set user device credentials
View and update Bot Agent device settings
Bulk installing Bot Agent
Bot Agent installation - Windows installer
Bulk install Bot Agent on devices — authenticated proxy
Bulk install Bot Agent using Microsoft Endpoint Configuration Manager
Update Bot Agent
Automatically update the Bot Agent
Manually update the Bot Agent
Update the Bot Agent from a local drive
Perform Bot Agent diagnostic checks
Uninstall and reinstall Bot Agent
Supported special characters in usernames and passwords
Naming guidelines for Control Room URLs
Post-installation user management
Configure Control Room as a service provider
Examples: Configure IdP applications for Control Room
Configure Control Room authentication options
Configure Control Room in Express mode
Configure Control Room for Active Directory: manual mode
Configure LDAP channel binding
Configuring LDAP signing
Configure Control Room for Active Directory: auto mode
Configure Smart Card authentication installation procedure
Control Room smart card first administrator
Configure Control Room database
Change Control Room configuration to HTTPS from HTTP mode
Intermediate certificates
Import HTTPS SSL, intermediate, and CA certificates
Add Control Room certificate to Windows certificate stores
Preparing for users
Set up SAML authentication
Configure SSO authentication with Okta
Create app integration
Assign application to user
Configure Control Room for Okta user
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
License grace policy and notifications
License group management
Create a license group
Update Automation 360 to latest version
Update Automation 360 on Microsoft Windows Server using scripts
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
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
Log in to Automation Anywhere Control Room
Create your first bot
Run your first bot
Moving from Automation 360 On-Premises to Cloud
Moving data using Control Room operations
Migrate using Control Room APIs
Migrate to Automation 360
Configure Automation 360
Manage Control Room users
Create a user
Create an Active Directory user
Citizen Developer user
Create a Citizen Developer user
Multi-login user
Delete a user
Reset user password
User sessions
Disable inactive users
Roles
Create a role
Feature permissions for a role
Bot permissions for a role
IdP group mapping
Create IdP group mapping
Enable SAML automatic user account provisioning
License allocation for IdP group mappings
Configure license order preference
Manage IdP group mapping
IdP group mapping examples
Create a Citizen Developer role
Create API key generation role
Assign a role
View a role
Edit a role
Copy a role
Delete a role
System roles
Export 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
Manage licenses
View license details
Installing additional licenses
Create your users and assign their licensed roles
Configure Settings
Manage device settings
Configure General settings
Configure device registration
Configure browser extensions
Configure log collection
Configure global cache settings
Configure screen resolution for a device session
Screen resolution dependent packages
Configure temporary devices
Configure threshold settings for user devices
Configure auto-login settings
Configure advanced options
Configure queue deployment
Document Automation settings
Switch device registration between Control Room instances
Allowed IP addresses
Set callback URLs
Two-factor authentication
Configure forward proxy settings
Configure Credential Vault Connection mode
Manage domain
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
Restore bots from Git repository
Understanding repository partitioning
Considerations for partitioning a repository
Partition a repository
Usage statistics
Disable usage statistics
Generate Control Room registration key to install Bot Agent in bulk
Configure integration with SIEM
Setting up Sumo Logic
Adding Sumo Logic as an SIEM logging endpoint
Verifying data in Sumo Logic
Use AuthConfig App to enable OAuth2 services
Access the AuthConfig App
Review Control Rooms
Configure SAML connection details
Manage refresh tokens
Cloud device management (API Task)
Audit log settings FAQ
Edit My settings
Edit profile settings
Set up your bot repository
Working with repositories, credentials and roles
Manage user credentials
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
Control Room IP addresses for external integrations
Manage Automation 360
Devices
About multi-user devices
Configure RDP-based deployment for multi-user devices
Configure legal disclaimer timeout for RDP-based deployment
How to save RDP logs into a separate file
Configure the number of NamedPipe Client connections
Convert an existing device to a multi-user device
Edit multiple devices simultaneously
About device pools
Create device pools
View device pool details
Edit device pools
Order of the automation queue
Delete device pools
Add queue, Bot Runner, and device pool
Configure Active Directory in Control Room
Configure OAuth connections in Control Room
Create OAuth connection
OAuth client credentials flow
OAuth authorization code flow
Use OAuth connection
Authenticate user-specific OAuth connections
OAuth support for Microsoft Entra using Private Key JWT
Microsoft Entra ID configuration
Determine X5T header
Packages
RBAC on packages
Configure RBAC for packages
Packages RBAC for bot developer
Updating packages in Control Room
Automatic package updates for On-Premises Control Room
Automatic package updates for Cloud Control Room
Add packages to the Control Room
Updating package versions
Update bots to default package version
View audit log for bulk package updates
Removing unused package versions
Delete unused package versions
Manage Control Room packages
Packages certified for Microsoft Office 2021
Packages certified for Microsoft Windows 11
External key vaults for Automation 360
Integrating external key vault with Control Room
CyberArk Password Vault integration
Cloud integration using CyberArk Password Vault
Integrate Automation 360Control Room with CyberArk using API gateway
On-Premises integration using CyberArk Password Vault
On-Premises initial installation using CyberArk Password Vault
On-Premises post-installation using CyberArk Password Vault
CyberArk credential retrieval use cases
Azure Key Vault integration
Cloud integration using Azure Key Vault
On-Premises integration using Azure Key Vault
On-Premises initial installation using Azure Key Vault
Configure Azure Key Vault requirements for initial installation
Integrate Azure Key Vault and Control Room
Set up authentication type for Azure Key Vault
On-Premises post-installation using Azure Key Vault
Azure credential retrieval use cases
AWS Secrets Manager integration
Cloud integration using AWS Secrets Manager
On-Premises integration using AWS Secrets Manager
On-Premises initial installation using AWS Secrets Manager
Configure AWS Secrets Manager requirements for initial installation
Integrate AWS Secrets Manager and Control Room
Set up authentication type for AWS Secrets Manager
On-Premises post-installation using AWS Secrets Manager
AWS credential retrieval use cases
HashiCorp Vault integration
Cloud integration using HashiCorp Vault
On-Premises integration using HashiCorp Vault
On-Premises initial installation using HashiCorp Vault
On-Premises post-installation using HashiCorp Vault
On-Premises post-installation for secret ID rotation
HashiCorp credential retrieval use cases
ARCON Key Vault integration
On-Premises integration using ARCON key vault
ARCON credential retrieval use cases
BeyondTrust Password Safe integration
Cloud integration using BeyondTrust Password Safe
BeyondTrust credential retrieval use cases
External key vault naming conventions
Secrets naming convention
Custom secrets naming convention
Changing external key vault to another
Verify external key vault configuration
Troubleshooting external key vaults
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
Using the Run with queue
Add Task Bots and dependent files
Manage workload queues
View queue details
Edit queues
Delete queues
Actions allowed on view queue page
Manage the status of automation in queue
Edit workload management automations
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
Purge work items
Workload guidelines
Bot Lifecycle Management
Guidelines for exporting and importing bots
Export bots
Import bots
Move bots across environments
Recover bots and files
Monitor Automation 360
Automation Command Center
ACC home page for administrators
ACC home page for Pro and Citizen Developers
Export Automation dashboard
License dashboard
Automation program lifecycle with CoE Manager
CoE Manager
CoE Manager Plus
Getting started with CoE Manager
CoE Manager email notification checklist
Create and manage your account
Enterprise administration
Configure CoE Manager
Admin - Program
Set up organization hierarchy and link opportunities
Create opportunity sources
Add applications
Add activity types
Export and import data in CoE Manager
Admin - Advanced
Admin - Tech
CoE Manager Plus - Integrate with Cloud Control Room
CoE Manager Plus - Integrate with Microsoft Power Automate
CoE Manager Plus - Integrate with UiPath
CoE Manager Plus - Integrate with Blue Prism
Update metrics using the GraphQL API
CoE Manager Plus - Integrate with ServiceNow
CoE Manager Plus - Integrate with Jira
CoE Manager - Integrate with Cloud Control Room
CoE Manager - Integrate with On-Premises Control Room
Admin-Developers
Admin - Users
Configure CoE Manager for SSO
Enable CoE Manager
Add CoE Manager IP addresses to allowed list
Roles and user management
Manage roles
Create and manage opportunity
CoE Manager Plus - Link automation to opportunity
CoE Manager - Link automation to opportunity
CoE Manager Plus - Integrate with other reporting tools
CoE Manager Plus - Integrate with Power BI
CoE Manager Plus - Integrate with Tableau
ROI tracking
Measuring benefit for process automation
Configure process automation to calculate ROI
Considerations for configuring process automation
Configure Document Automation to calculate ROI
Configure queue automation to calculate ROI
Transaction-based ROI for task automation
Execution-based ROI for API automation
Transaction-based ROI for API automation
Visualization and insights
Opportunities
Processes
Dashboard
Ideas
Pipeline
In progress
Deployed
CoE Manager API
Pipeline Accelerator package
CoE Manager software lifecycle policy
CoE Manager FAQ
Activities
Historical activity
View completed activity
Scheduled activities
Schedule an automation
Schedule a process automation
Change ownership of scheduled activity
How changing ownership of multiple activities works
Edit a scheduled activity
Delete a scheduled activity
Automatically select the number of Bot Runners users
Event triggers
Adding event triggers
Linking event triggers to a Bot Runner
Audit log
Audit events list
Export audit data to CSV
Code analysis
Code analysis policy management
Code analysis rules
Checking out code analysis results
Code analysis reports
Code analysis enforcement
Configure and assign code analysis policy
Run code analysis
Upgrade changes in code analysis policy for Automation 360 v.28 or later versions
Notifications
Getting started with Notifications
Automation events
Platform events
Process events
Administer notifications for Control Room
Manage notification email report
Configure custom announcements
Lock event categories
Enable or disable event categories
Enable email report channel
Capabilities supporting notifications
Control Room log files
Build automations
Process Composer
Process Composer roles and permissions
Supported behaviors for tasks and elements in Process Composer
Construct URL parameters for supported elements
Password element behavior
Conditional actions, rules, and elements
Example: Use Checkbox element in a form dynamically
Supported variable types in Process Composer
Create hidden variables in a form
Understanding business attributes in Automation Co-Pilot
Create a form
Building forms for web and desktop
Using the Button element
Using the Checkbox element
Using the Date element
Using the Document element
Using the Dropdown element
Using the Dropdown Multi-Select element
Using the Dynamic Area 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 Select File element
Using the Select Folder element
Using the Snapshot element
Using the Table element
Using the Text Area element
Using the Text Box element
Using the Time element
Create a process automation in Process Composer
Add Bot Task to a process automation
Add Form Task to a process automation
Add input variables to a process automation
Add Filter Task to a process automation
Add Process Task to a process automation
Add Approval Task to a process automation
User configurations for an approval task
Add Document Validation to a process automation
Add End Point to a process automation
Example: Upload and view PDF file
Create a form with the Select File element
Create a form with the Document element
Create a process automation to view files
Example: Use Select File to upload or download a file for web
Create a form to view documents
Create a bot with Get Storage file action
Create a process automation to select a file input
View uploaded file
Cloud storage usage
Working with process automations in Process Composer
Check in a process automation
Check out a process automation
Run a process automation from private workspace
Run a process automation from public workspace
Move a process automation between folders
Import a process automation
Import process automation dependencies
Export a process automation
Delete a process automation
Display child process automation output
Process Composer and Co-Pilot for Business Users
Interactive forms
Add a form to bot
API Task
Create an API Task
Different ways of invoking API Tasks
Invoke API Tasks in form (Real-time)
Configure an API Task in a form
Configure a form with API Task in a process
Check in API Tasks to Repository
Add API Task to Cloud
Test Process (API Task in form)
View API Task run time audit logs
Invoke API Tasks in process (On-demand)
Configure API Task in process
Test Process (API Task in process)
Check in API Tasks to Repository
Run API Tasks
Schedule API Tasks
Invoke API Tasks as endpoints
API Task real-time endpoint
API Task real-time endpoint - Authenticate
Create an API Task allocation (admin)
List API Task allocation (admin)
Generate Task Execution URL/Token
Execute API Task real-time endpoint
API Task on-demand endpoint
Run-as-user for API Task (apitaskrunner)
Packages supported in API Tasks
API Task IP addresses for external integrations
Configure API Task for Private Database Access
API Task FAQs
Example: API Task
Task Bots
Using Bot editor
Using virtual window (PiP) for developers
Run automations in virtual window (PiP)
Keyboard shortcuts to expand or collapse elements in bot logic
Keyboard shortcuts list
Persistent table customizations across sessions and browsers
Actions to build automations
Advanced search option in Bot editor
Search and replace option in Bot editor
Active Directory package
Computer operations
Create computer action in Active Directory
Delete computer action in Active Directory
Get computer property action in Active Directory
Using the Move computer action
Rename computer action in Active Directory
Set computer property action in Active Directory
Group operations
Create group action in Active Directory
Delete group action in Active Directory
Get group property action in Active Directory
Rename group action in Active Directory
Set group property action in Active Directory
LDAP operations
Using Connect action for Active Directory
Run query action in Active Directory
Organizational unit operations
Create organizational unit action in Active Directory
Delete organizational unit action in Active Directory
Get organizational unit property action in Active Directory
Using the Move organizational unit action
Rename organizational unit action in Active Directory
Set organizational unit property action in Active Directory
User account operations
Using the Add users to group action
Using the Create user action
Change user password action in Active Directory
Delete user action in Active Directory
Disable user account action in Active Directory
Enable user account action in Active Directory
Get all users of a group action in Active Directory
Get user property action in Active Directory
Using the Remove users from group action
Rename user action in Active Directory
Set user property action in Active Directory
Update account options action in Active Directory
Using the Update user details action
Active Directory attributes list
AI package
AWS SageMaker
AWS SageMaker: Authentication action
Invoke SageMaker Endpoint action
Invoke a Text based model on SageMaker
Invoke an Image based model on SageMaker
Hugging Face
Hugging Face: Authentication action
Hugging Face: Serverless Inference action
Analyze package
App Integration package
Capture area action
Capture scrollable text action
Capture text of window action
Application package
Open program/file action
AWS Comprehend NLP package
Boolean package
Assign action in Boolean
Compare to action in Boolean
Equal to action in Boolean
Invert action in Boolean
To number action in Boolean
To string action in Boolean
Bot migration package
Migrate legacy bot action in Bot Migration
Update bot action in Bot Migration
Browser package
Call a JavaScript function action
Close action
Download file action
Using Find broken links action
Get source code action
Go back action
Open action
Run JavaScript action
Clipboard package
Clear action in Clipboard
Copy from action in Clipboard
Copy to action in Clipboard
Credential package
CSV/TXT package
Using the Open action for CSV/TXT file
Using Read action
Comment package
Data Table package
Assign action in the Data Table package
Change column type action
Clear content action
Delete column action
Delete row action
Get number of columns action
Get number of rows action
Insert column action
Insert row action
Using Join action
Join type output examples
Using the Merge action
Merge output example
Remove duplicate rows action
Search for a value action
Set value of a single cell action
Sort action
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
Database server support matrix
Datetime package
Using the Add action
Using the Assign action
Example of using the Assign action
Using the Difference between dates action
Get action in Datetime
Is after action in Datetime
Is before action in Datetime
Is equal action in Datetime
Is leap year action in Datetime
Using the Subtract action
Using the To string action
Datetime formats
Custom datetime formats
Delay package
Delay action in Delay
Dictionary package
Assign action in Dictionary
Get action in Dictionary
Put action in Dictionary
Remove action in Dictionary
Size action in Dictionary
DLL package
Close action
Open action
Sharing sessions across bots
Using the Run function action
Email package
Change status action
Check if folder exists action
Delete all action
Delete action
Disconnect action
Using Connect action in Email package
Email server settings
Using Forward action
Move all action
Move action
Reply All action
Using Reply action
Save all attachments action
Save attachment action
Save email action
Using 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
Try action in Error handler
Catch action in Error handler
Finally action in Error handler
Throw action in Error handler
Excel basic package
Close action
Delete cells action
Get multiple cells action
Get single cell action
Get cell address action
Get column name action
Get row number action
Go to cell action
Using the Open action for Excel basic
Save workbook action
Set cell action
Switch to sheet action
Excel advanced package
Workbook operations in Excel advanced
Append workbook action
Close action
Convert excel to PDF action
Create workbook action
Get sensitivity label action
Set sensitivity label action
Using the Open action for Excel advanced
Protect workbook action
Save workbook action
Save as action for workbook
Set sensitivity label action
Unprotect workbook action
Worksheet operations in Excel advanced
Access password protected worksheet action
Using Append worksheet action
Create worksheet action
Delete worksheet action
Disable or enable real-time screen update action
Get current worksheet name action
Get worksheet as data table action
Get worksheet names action
Hide worksheet action
Password protect worksheet action
Rename worksheet action
Retrieve sheets count action
Run macro action
Switch to sheet action
Unhide all worksheets action
Unhide worksheet action
Write from data table action
Row and column operations in Excel advanced
Get column name action
Get row number action
Hide rows/columns in selection action
Using Insert/Delete rows/columns action
Read column action
Read row action
Remove blank rows action
Using Select action for cells, rows, and columns
Unhides rows/columns in selection action
Cell operations in Excel advanced
Delete cells action
Using Find next empty cell action
Using Find action in Excel
Using the Get cell address action
Using Get cell color action
Get multiple cells action
Using Get number of rows action
Get single cell action
Go to cell action
Go to next empty cell action
Read cell formula action
Using the Replace action
Set cell action
Set cell formula action
Table operations in Excel advanced
Delete table column action
Using Filter action
Get table range action
Insert table column action
Using Sort action
CSV operations in Excel advanced
File package
Assign action
Using Copy Desktop file action for file
Create action
Using Delete action for file
Copy Control Room file action
Get name action
Get path action
Open action
Using Print action for file
Using Print multiple files action
Using Rename action for file
Example of using Rename action
Create shortcut action
Create symbolic link action
Folder package
Zip action
Copy action in Folder
Create action in Folder
Unzip action
Delete action in Folder
Create shortcut action
Open action in Folder
Rename action in Folder
Create symbolic link action
FTP / SFTP package
Change folder action
Connect action
Create folder action
Delete folder action
Delete files action
Disconnect action
Get folders action
Get files action
Put folders action
Put files action
Rename files action
Fuzzy match package
Ge