Configure Control Room database

Configure the Control Room to authenticate users using the database option.

Note: Active Directory integration is irreversible and you cannot modify the configuration after it has been established.

To configure the Control Room when you start it for the first time, do the following:

Procedure

  1. Open a browser and navigate to the Control Room URL.
    The Configure Control Room settings page appears.
    • Windows

      Double-click the Automation Anywhere Control Room icon on your desktop.

    • Linux

      Open a browser and navigate to the host name of the server on which you installed Automation Anywhere Control Room. For example, myserver.mycompany.com

      Note: Do not retain the forward slash at the end of the URL, as the validation will fail.
  2. Enter the repository path.
    • Windows

      This is the location where the uploaded automation files (such as IQ Bot s, and Task Bots) are stored. For example,

      C:\ProgramData\AutomationAnywhere\Server Files

    • Linux

      /opt/automationanywhere/enterprise/appdata

  3. Enter the access URL.
    This is the URL for accessing your Control Room installation.
  4. Click Save and continue.
    Important: The back button of your web browser is automatically disabled after you click Save and continue. This ensures that the Credential Vault Master Key that generates matches the repository path and Control Room access URL.

    To return to the Configure Control Room settings page, press Ctrl plus F5 and restart.

    The Credential Vault settings page appears.
  5. Select from the following options:
    • Express mode: The system stores your Master Key to connect to the Credential Vault. This option is not recommended for a production environment.
    • Manual mode: You store the Master Key on your own, and then provide the Master Key when the Credential Vault is locked. Users use the Master Key to connect to the Credential Vault to secure their credentials and access them when creating and running Task Bots.
      Important: If you lose the Master Key, you will not be able to access the Control Room.
  6. Click Save and continue.
    Important: The back button of the web browser is automatically disabled after you click Save and continue. No further changes to the Control Room configuration or Credential Vault settings are allowed.

    You must reinstall the Control Room to make any changes.

    The Authentication type for Control Room users page appears.
  7. Select Control Room database.
    Select from Active Directory, Single Sign-On (SAML 2.), Certificate (Smart Card), or Control Room database. Please refer to those configuration topics for specific steps and processes.
  8. Click Next.
    The Control Room first administrator page appears.
  9. Fill in the following fields:
    • Username: Enter a user name.
    • First name Enter the first name.
    • Last name Enter the last name.
    • Email Enter an email address.
    • Password Enter a password.
    • Confirm password Confirm the password.
  10. Click Next.
    The Create security questions page appears.
  11. Enter three security questions and answers.
  12. Click Save and log in.
    You are logged in to the Control Room as an administrator. You can now configure and manage the overall RPA environment with Control Room and clients.

Next steps

Install a license.