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Configure settings post-installation on Microsoft Azure

  • Updated: 8/23/2021
    • Automation 360 v.x
    • Install
    • RPA Workspace

Configure settings post-installation on Microsoft Azure

After Control Room installation is complete, use the Microsoft Azure Portal to configure the clusters. Use the Azure Portal to configure Windows credentials, Control Room settings for repository and URL, master key for Credential Vault, Active Directory authentication, and optionally SMTP settings.

Prerequisites

Note: There are many possible system configurations and requirements. These installation steps do not account for all those possibilities so your specific setup and installation steps will vary and Automation Anywhere does not make any warranties that these steps conform with your specific configurations.

Procedure

  1. From the Azure Portal where SMB File Share is setup, get the Connection String to retrieve following parameters:
    • Internet or network address
    • User name
    • Password
  2. Locate the Window Credential Manager on the control room server and click Add a Windows Credential.
  3. Enter the credential information.
    Note: Adding a user under Windows Credential Manager needs to be repeated on all the servers used for testing in the cluster environment (Control Room, Clients/Devices).
  4. Enter information and click Save and Continue.

    Repository path is extracted from SMB File Share and Control Room access URL in is a load balancer Public IP.

  5. Copy the Master Key and save it (it will be needed to restart the services).
  6. Select Express mode and click Save and Continue.
  7. Enter the Active Directory authentication configuration information, including URL, Domain username, and password, then click Check Connection. If settings are correct, click Next.
  8. Enter the AD user created previously and click Check name in Active Directory. Upon validation, click Save and Log in.
    Create additional users as needed and create corresponding users in the Control Room.
  9. Optional: Continue with installing other control room nodes in the cluster.
  10. Perform the SMTP registration.
    Note: A real SSL certificate is recommended for use with deployments.

    This completes the Control Room installation on Microsoft Azure.

Next steps

Complete the Control Room configuration and validation.
  • Complete Control Room post-installation configuration

    After installing the Control Room, complete the configuration settings to ensure timely Automation Anywhere communications are specified and confirm Automation Anywhere services are running.

  • Post-installation user management

    After completing the post-installation tasks, validate the setup by logging in to the Control Room and installing a license. First time access to the Control Room walks you through the configuration for your authentication method.

  • Manage users

    As a Cloud user with administrator permissions, you can create, view, edit, delete, and enable or disable a user. Creating users steps vary depending on whether the user is a non-Active Directory, Active Directory, or single sign-on (SSO) user from an IdP server.

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