CoE Manager FAQ

For details and questions on the CoE Manager powered by Shibumi platform, review this FAQ.

Overview

What is CoE Manager?
CoE Manager (powered by Shibumi) is a cloud-based solution to manage the automation pipeline, delivery, and benefits of the automation program.
Why do I need CoE Manager?
CoE Manager helps you take control of your end-to-end automation lifecycle while accelerating pipeline generation. It helps CoEs to scale automation programs more quickly and efficiently driving core automation deployments and maximize the value (ROI) from your automation investment. CoE Manager elevates the value of the pipeline of automation opportunities to build the business case for additional investment.
I already have an existing app for managing my automation pipeline. Do I still need CoE Manager?
CoE Manager is a purpose-built automation CoE management solution that provides advanced capabilities to drive automation success and comes with a native integration with Automation Anywhere and Power Automate. Soon to come native integrations include UiPath, Blue Prism, Power BI, Jira, ServiceNow, and Tableu. It eliminates the manual overhead required in a homegrown tool and allows CoEs to focus on accelerating the automation pipeline instead.
Which compliance standards does CoE Manager support?
Automation Anywhere and Shibumi are committed to maintaining compliance with key global information security and regulatory standards, including:
  • Service Organization Control (SOC) 2, Type 2 certification
  • CSA Cloud Controls Matrix standards compliance
  • EU Model clauses supported

For more information on compliance standards, see Compliance Portal.

What data retention policies, if any, are in place?
If you renew your CoE Manager license before your contract expires, your CoE Manager instance is activated again, and your data remains intact. If you do not renew your CoE Managerr license after your contract expires, your CoE Manager instance and data is retained in a passive state for a period of 30 days. After 30 days, both the data and the CoE Manager instance is permanently deleted.
What is the software lifecycle policy of CoE Manager?
CoE Manager software lifecycle policy aims to make innovations and enhancements available to you quickly. Through this policy, we provide you predictability, quality, and importantly nondisruptive access to the latest innovations and enhancements so that you can control when and how you want to adopt these enhancements.

For more information, see CoE Manager software lifecycle policy.

Do I need Automation Anywhere to use CoE Manager?
Yes, you need Automation Anywhere to use CoE Manager base version.
Do I need Automation Anywhere to use CoE Manager Plus?
No. CoE Manager can work independent of Automation Anywhere.
What is the Opportunity Lifecycle enforced by CoE Manager? Can it be modified?
All opportunities in CoE Manager follow a tollgate process comprised of 4 stages given below:
  • Stage 1: Idea
  • Stage 2: Pipeline
  • Stage 3: In progress
  • Stage 4: Deployed

These four stages are not configurable if you are on the base version of the CoE Manager. However, if you have the CoE Manager Plus instance, you can customize these by adding new stages as required.

Can I use CoE Manager to manage my automation pipeline outside of Automation Anywhere?
Yes.
Does CoE Manager support single sign-on?
Yes, the CoE Manager supports full SAML or SAMLv2 integration into any IDP or SSO solution such as Okta.

Get started

How do I activate CoE Manager?
Contact your Automation Anywhere representative if your organization has not yet purchased CoE Manager. Each SKU will represent a unit of one CoE Manager instance for an unlimited number of users.

There are two variants available for CoE Manager, CoE Manager (base version) and CoE Manager Plus. For more information, see Automation program lifecycle with CoE Manager.

How do I access CoE Manager?
Depending on the region from where CoE Manager was purchased, you can access CoE Manager through one of below links.
Note: Your account should already be setup in CoE Manager before you logging in. For the account setup process, refer to Getting started with CoE Manager.
Is there an integration between CoE Manager and Automation 360?
Yes, you can link up to three Automation 360 Control Room instances to a CoE Manager enterprise instance in the base version. In the CoE Manager Plus instance, you can have an unlimited number of external integrations.
How is data pushed to CoE Manager from the Cloud Control Room?
Once you integrate CoE Manager with the Cloud Control Room, the enabled integration ensures that all the bot executions and transactional data is pushed from the Control Room to CoE Manager every four hours. Each push includes the current day's data up to the current time plus the previous day's data in full.

See Admin - Tech | CoE Manager - Integrate with Cloud Control Room.

How is data pushed to CoE Manager from the On-Premises Control Room?
For an On-Premises Control Room, a bot deployment is required to push the data from Control Room to the CoE Manager. You must have a valid license such as a Bot Creator, Bot Runner, or a Citizen Developer to run the bot. To run this bot, you must also add the CoE Manager URL to trusted list.

See Admin - Tech | CoE Manager - Integrate with On-Premises Control Room | CoE Manager activity logs.

Which version of Automation Anywhere is CoE Managercompatible with?
CoE Manager integrates with Automation 360 Cloud Control Room out of the box and integrates with On-Premises environments through a digital worker. For further details, refer to CoE Manager.
Does CoE Manager require any third-party software applications?
No.
What are the hardware requirements for CoE Manager?
CoE Manager is a cloud-based solution accessible via a browser and does not need any hardware setup.
Which browsers does the CoE Managersupport?
Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari.
Does CoE Manager support APIs?
Yes. CoE Manager/Shibumi exposes create, read, update, and delete capabilities through its GraphQL API.

GraphQL API

Can I customize dashboards?
Yes. This feature is available in CoE Manager Plus instance.
Can I export the dashboard and reports?
Yes. You can export to Excel or CSV wherever applicable.
Can I add new business units to manage my automation opportunities?
Yes. You can create as many business units and sub-business units as per your requirement.
How do I assign opportunity to a user?
You can assign the opportunity to a user as given below:
  1. Open the opportunity.
  2. Click the Avatar icon on the top right.
  3. Enter the email address of the user you want to add.
  4. Select the role and click Add.
I am unable to login into CoE Manager. What do I do?
Contact your CoE Manager administrator to start a password reset.
My organization already uses Shibumi. Can I use CoE Manager with Shibumi license?
No. A new license needs to be purchased from Automation Anywhere to use the CoE manager.
Can I do a bulk upload of automation opportunities?
Yes.
Where do I report a problem with CoE Manager?
For reporting any unexpected or deficient functionality, submit a support ticket to Automation Anywhere.
Can I rename, copy, move, or delete an opportunity?
Yes, you can access these options from the three vertical dots icon on the top right.
Can I assign the idea submitted by me to the operational manager for approval?
No. You can submit the idea for approval but cannot choose who can approve it. As a best practice, add the operational managers into the business unit as RPA approver. They can approve or reject any idea submitted into that business unit.
Can we add one or more users (developers) to the same opportunity?
Yes, you can add one or more users or developers to the same opportunity. To add users to an opportunity, follow the steps mentioned below:
  1. In the CoE Manager, navigate to the Opportunities tab.
  2. Click the Opportunity Name to open the opportunity.
  3. Click the Manage Participants icon top right hand corner of the page.
  4. Enter the email address of the user.
  5. Select the role as Collaborator from the roles drop down.
  6. Click Add.
  7. Repeat the above steps to add other users to the opportunity.
For bot executions, how is the estimated execution time calculated?
For bot executions, the estimated execution time is based on the Bot Start Time and Bot End Time captured in the Control Room.