CoE Manager - Integrate with On-Premises Control Room

You can integrate the CoE Manager with the On-Premises Control Room to monitor your automations and calculate the savings achieved. You can connect up to three Control Room instances with one instance of CoE Manager.

To link an On-Premises Control Room to the CoE Manager, follow the steps mentioned below.

Procedure

In the Control Room, perform the following steps:
1. Create a custom role with View everyone's activity and Generate API-Key permissions.
2. Create a user and assign the custom role created above.
3. Generate an API Key for the user.
In the CoE Manager, perform the following steps:
Important: 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. For more details on adding the URL to trusted list, see Add service URLs to trusted list for On-Premises.

Recommendation: Schedule your bot that pushes data to the CoE Manager to run at least once a day to avoid data gaps in the CoE Manager dashboards. Each data push will include the current day's data up to the current time plus the previous day's data in full. This overlap of data is done to ensure there are no data gaps in case of API call failures or network issues. All duplicate data is automatically corrected in the CoE Manager before publishing them on the dashboard.

See the following video to understand how to integrate CoE Manager with On-Premises Control Room.

<span>Integrate CoE Manager with On-Premises Control Room</span>

If you do not see ROI or activity data in the Execution Tracking tab of your opportunity, see Troubleshooting.

Automation 360

CoE Manager - Integrate with On-Premises Control Room