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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
Deprecation of Process Composer legacy editor
Bot Scanner for EOL features
In-product user assistance
Features, licenses, and deployment
Deployment models
Platform licenses
Enterprise Platform
Intelligent Automation - Automator AI Base
Cloud licensing FAQ
GUID licensing model
Release Notes
Automation 360 Release Notes
Automation 360 v.38 Release Notes
AI Agent Studio v.38 release
Automator AI v.38 release
Automation Workspace v.38 release
Updating to v.38 release
Packages available in v.38
CoE Manager v.38 release
Automation Co-Pilot for Business Users v.38 release
Document Automation v.38 release
Bot Insight v.38 release
Automation 360 v.37 Release Notes
AI Agent Studio v.37 release
Automator AI v.37 release
Automation Workspace v.37 release
Updating to v.37 release
Packages available in v.37
CoE Manager v.37 release
Automation Co-Pilot for Business Users v.37 release
Document Automation v.37 release
Bot Insight v.37 release
macOS support v.37 release
macOS - FAQ
Package SDK v.37 release
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
Previous Automation 360 Release Notes
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
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.38 Community Edition Release Notes
Automation 360 v.37 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
Apple Keynote package updates
Apple Mail package updates
Apple Numbers package updates
AppleScript 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
Genesys package updates
GitHub package updates
Google Application Integration package updates
Google Calendar package updates
Google Document AI 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
Interrupt handler 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
Microsoft Outlook (macOS) package updates
Microsoft Teams 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
Service trigger 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
Word package updates
Workday package updates
Workload package updates
XML package updates
License Server 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.3.3.22 release
Browser extensions for Automation 360
Browser extensions for web applications
Previous versions of browser extensions
Install browser extensions offline on Windows device
Install browser extension offline on macOS device
Automation and generative AI
Process Reasoning Engine and generative AI
AI Agent Studio
Roles and permissions
AI Agent
Create and manage AI Agent
AI Agent - Best practices
Repository operations of AI Agent
Configuring settings in Tools for an AI Agent
Licensing model for AI Agents
Skills
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
Model connections
Create and manage Model connections
Create Fine tuned Model connections
Automation Anywhere provided models
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
Create Custom model API
Create Custom model using Microsoft Entra ID
Resolving cross-region model access errors on Amazon Bedrock
Authenticate Model connections
Configure Reauthentication policy for Google Vertex AI
AI Guardrails
Data masking in AI
Toxicity in AI
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
Automation Anywhere Enterprise Knowledge On-Premises FAQs
Agent Interoperability
Agent Interoperability FAQs
Set up user and automation access for the MCP server
Connect MCP clients to the Control Room
Set up MCP in Microsoft Copilot
Agent Interoperability use cases
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
Prompting for a learning instance
Example of prompting for a process
Prompting for task bots
Prompting for variables
Prompting for loops
Example of prompt to loop logic
Prompting for script
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 Recorder - Vision-based fallback
Generative AI text-based fallback
Recorder native fallback
Audit logs and notifications
Generative Recorder use cases
Process Reasoning Engine empowering Automator AI
Security and architecture for Automator AI
Data security for generative AI - FAQ
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
Windows authentication using gMSA for database connectivity
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
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 for Windows
Bot Agent device requirements for macOS
Manage Bot Agent
Install Bot Agent and register Windows device
Update Bot Agent on Windows device
Automatically update the Bot Agent
Manually update the Bot Agent
Update the Bot Agent from a local drive
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 settings for Windows
Uninstall Bot Agent from Windows device
Install Bot Agent and register macOS device
Update Bot Agent on macOS device
Automatically update Bot Agent on macOS device
Manually update Bot Agent on macOS device
View and update Bot Agent settings for macOS
Uninstall Bot Agent from macOS device
Change your default device
Bulk install Bot Agent on Windows
Configuring the Bot Agent Windows Installer file
Generate autoregistration.properties file for Windows
Bulk install Bot Agent using authenticated proxy
Bulk install Bot Agent using Microsoft Endpoint Configuration Manager
Bulk install Bot Agent on macOS
Generate autoregistration.properties file for macOS
Install or uninstall auto-login plugin in macOS
Perform Bot Agent diagnostic checks
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 Active Directory in Control Room
Configure Control Room for Active Directory: auto mode
Configure Control Room for Active Directory: manual mode
Configure LDAP channel binding
Configuring LDAP signing
Create an Active Directory user
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
Troubleshooting LDAP timeout error during Active Directory role mapping
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
Automation 360 feature comparison matrix
Migrate to Automation 360
Configure Automation 360
Manage Control Room users
Create a Windows device user
Citizen Developer user
Create a Citizen Developer user
Multi-login user
Create a macOS device user
Set macOS user device credentials
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
Configure API key
Create API key generation role
Generate API key
Configure API key duration
Assign a role
View a role
Edit a role
Copy a role
Delete a role
System roles
Export roles
Manage licenses
View license details
Installing additional licenses
Using Automation credits
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 on Windows device
Configure auto-login settings on macOS device
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
Repository partitioning - best practices
Considerations for partitioning a repository
Partition a repository
Usage statistics
Disable usage statistics
Generate Control Room registration key
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
Working with repositories
Set up your bot repository
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
Manage user credentials
Create locker
Edit a locker
Credential Vault email notifications
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
Using optional safes in CyberArk Password Vault integration
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
Delinea Secret Server integration
Cloud integration using Delinea Secret Server
On-Premises integration using Delinea Secret Server
Delinea Secret Server 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
Control Room IP addresses for external integrations
Manage Automation 360
About Windows 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 macOS devices
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 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