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Automation 360
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Contents
Explore
Automation 360 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.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
Automation 360 v.22 Cloud Preview Sandbox Release Notes
Cloud preview sandbox environment
About Automation 360
Control Room overview
Distributed Architecture
Distributed architecture with HA/DR support
Automation 360 FAQ
Automation 360 feature comparison matrix
Automation 360 IQ Bot
Automation 360 IQ Bot feature comparison matrix
Automation 360 IQ Bot version compatibility
Automation Anywhere Robotic Interface (AARI)
Attended and unattended automation
Private Bot Store
Security architecture
Security architecture model
Cloud operational responsibilities
Securing the RPA environment with external controls
Independent categories for Bot Creators and Bot Runners
Role-Based Access Control
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
Cryptographic providers
Using external key vaults
Authentication with Control Room
Supported authentication methods for Automation 360 On-Premises
Support for secure protocols
Network security overview
Change management
Identity and authentication
Password hashing
Authentication failure messages
Authentication for Bot Runners
Dynamic access token authentication of Bot Runners
Defenses against common vulnerabilities
Compliance and vulnerability scanning
Audit logs
Additional security controls
Automation Anywhere Mobile app
Mobile application FAQs
Connecting manually to an Control Room
General Data Protection Regulation guidelines
Install and update
Get started with Automation 360 Cloud
Automation 360 Cloud prerequisites
Automation 360 Cloud Bot Runner device requirements
Add Automation 360 Cloud DNS to trusted list
Installing Control Room On-Premises
Automation 360 On-Premises prerequisites
Capacity and performance planning
Concurrent bot deployments and executions
Bot Quality of Service priorities
Bot agent status processing
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 RPA Workspace
Internationalization, localization, and language support
Components for Control Room and bot actions
Supported special characters
Citrix integration on Cloud
Using the Recorder on Citrix Virtual Apps servers
Installing the Citrix required components on local machines
Installing Automation Anywhere remote agent for Citrix on Citrix servers
HA and DR deployment models
Single-node deployment
High availability and disaster recovery deployments
High availability deployment
High availability cluster configuration
Disaster recovery deployment
Disaster recovery configuration
Replicate data between primary and secondary sites
Perform disaster recovery failover
Installing Control Room using Custom mode
Run Control Room installer
Configure external key vault integration
Utility for key vault and database authentication configuration
Configure application Transport Layer Security
Configure database type and server
Configure default database port
Add Elasticsearch credentials
Configure IP cluster
Add nodes to 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 data center 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
Performing 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
Remove nodes from a cluster setup
Installing Control Room on Microsoft Windows Server using scripts
Complete Control Room post-installation configuration
Configuring post-installation settings
Verifying Automation Anywhere services
Configure Control Room for HTTPS certificate
Import HTTPS and CA certificates
Configure disaster recovery site for Elasticsearch IP addresses
Add primary IP address for cluster
Configure additional IP address for a new cluster node
Add Automation 360 On-Premises DNS to trusted list
Uninstalling Automation 360
Installing Control Room for Cloud-enabled deployment
Naming guidelines for Control Room URLs
Post-installation user management
Configure Control Room authentication options
Configure Control Room in Express mode
Configure Control Room for Active Directory: manual mode
Configure LDAP channel binding
Configure Control Room for Active Directory: auto mode
Configure Control Room database
Configure Control Room for HTTPS certificate
Import HTTPS and CA certificates
Add Control Room certificate to Java Credential Store
Preparing for users
Trial licenses
Set up SAML authentication
Edit profile
Installed Control Room directories and files
Control Room Fail-Safe status
Licenses and cloud services
Automation 360 licenses
Product license permissions
Accessing Automation 360
Managing Cloud and file licenses
Provision Cloud Control Room instances
Manage and allocate licenses (partners)
View and edit Cloud Control Room instances
Get started with Community Edition
Community capacity and limitations
Log in to Automation Anywhere Control Room
Install Bot agent and register device
About the Bot agent
Bot agent compatibility
Auto-login support for Bot agent
Working with the Bot agent
Perform bulk installation of Bot agent on devices
Automatically update the Bot agent
Manually update the Bot agent
Switch Bot agent to a different Control Room
Connect Bot agent to a device with a proxy
Connect Bot agent to a device with a proxy using a script
Perform Bot agent diagnostic checks
Set user device credentials
View and update Bot agent device settings
Create your first bot
Run your first bot
Update to latest Automation 360 version
Update Automation 360 on Microsoft Windows Server using scripts
Enhancements to browser extensions
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 and Erlang/OTP upgrade
Installation limitations
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
Make a Shared Folder Accessible
Installing IQ Bot in Cluster mode on Amazon EC2
Post-installation 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
Use Tegaki API OCR engine
Improve output quality using OCR confidence
Resolving IQ Bot registration failure
Unregistering IQ Bot from the Control Room
Set up log file automatic rollover
Health Check API response if RabbitMQ fails to start
Reinstalling HTTPS SSL certificate for secure communication when it expires
User roles and permissions
Defining Custom Role for IQ Bot
Creating a user with an IQ Bot specific role
Access IQ Bot Validator without a license
Access IQ Bot without a Bot Creator or Bot Runner device license
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
Migrate
Migration best practices
Check migration readiness
Supported versions for migration
Verifying your Enterprise 11 or Enterprise 10 version for migration
Unsupported features for migration
Differences in Automation 360 and Enterprise 11/Enterprise 10 features
Bot Scanner overview
Scan bots using Bot Scanner
Analyze reports
Plan and prepare for migration
Choose deployment model
Get migration license
Prepare for Enterprise 11 to Automation 360 Cloud migration
Recommended workflow for Cloud migration
Install Cloud Migration Utility
Prerequisites for Cloud migration
Upload Enterprise 11 data using Cloud Migration Utility
Prepare for migration when using Enterprise 11 and Automation 360 Cloud in parallel
Prepare to manually migrate to Automation 360 Cloud
Prerequisites for manual migration
Prepare for Enterprise 11 to Automation 360 Cloud-enabled migration
Prepare for Enterprise 11 to Automation 360 On-Premises migration
Copy and paste Enterprise 11 information to Automation 360
Export Enterprise 11 Bot Insight dashboards for migration
Migrate Enterprise 11 audit logs
Prepare for migration when using Enterprise 11 and Automation 360 On-Premises in parallel
How WLM data is migrated
Prepare to manually migrate to Automation 360 On-Premises
Prepare for Enterprise 11 to Automation 360 on Linux CentOS migration
Prepare for Enterprise 10 to Automation 360 On-Premises migration
How Enterprise 10 data is copied to Automation 360
Copy Enterprise 10 data
Prepare for migration when using Enterprise 10 and Automation 360 On-Premises in parallel
Prerequisite tasks for migrating bots
Migrate and validate bots
Bot Migration Wizard
Considerations when you migrate and validate bots
Migrate Enterprise bots
How MetaBots are migrated
How AAApplicationpath variable is migrated
Enable schedules after migration
Pause and resume bot migration
Stop bot migration
Validating and updating bots after migration
Package mapping for migration
Variable mapping for migration
Verify the bot migration
View migration reports
Export to CSV
View changes to migrated bots using Migration Assistant
Migration messages
Migrate Community Edition bots
Migrate to Automation 360 IQ Bot
Migrate earlier IQ Bot versions to Automation 360 IQ Bot On-Premises
Migrate from Automation 360 IQ Bot On-Premises to Cloud
Migrate learning instances
Backup and export learning instance
Import learning instance
Migration Utility enhancements
Build
Bot editor for creating bots
Actions palette content for bot creation
AARI Web package
Active Directory package
Computer operations
Using the Move computer action
Group operations
LDAP operations
Using the Connect action
Organizational unit operations
Using the Move organizational unit action
User account operations
Using the Create user action
Using the Add users to group action
Using the Remove users from group action
Using the Update user details action
Analyze package
App Integration package
Application package
AWS Comprehend NLP package
Boolean package
Bot migration package
Browser package
Using Find broken links action
Clipboard package
Comment package
CSV/TXT package
Using the Open action for CSV/TXT file
Using Read action
Data Table package
Using Join action
Join type output examples
Using the Merge action
Merge output example
Using Write to file action
Database package
Using Connect action for database
Connect to Microsoft SQL Server with Windows authentication
Using the Run stored procedure action
Using the Export to data table action
Using the Read from action
Example of migrating data from Excel to a database
Datetime package
Using the Add action
Using the Assign action
Using the Subtract action
Using the To string action
Date time formats
Delay package
Dictionary package
DLL package
Sharing sessions across bots
Using the Run function (Legacy) action
Using the Run function action
Email package
Using the Connect action
Email server settings
Using the Forward action
Using Reply action
Using the Send action
Using the For each mail in mail box iterator
Using dictionary variable for email properties
How subject filter works when moving emails
Error handler package
Excel basic package
Excel advanced package
Workbook operations
Using the Open action for Excel
Worksheet operations
Using Append worksheet action
Row and column operations
Using Insert or Delete actions for rows and columns
Using Select action for cells, rows, and columns
Cell operations
Using Find action
Using the Replace action
Using Find next empty cell action
Using Get cell color action
Using the Get cell address action
Using Get number of rows action
Table operations
Using Filter table action
CSV operations
File package
Using Copy action for file
Using Delete action for file
Using Rename action for file
Using Print action for file
Using Print multiple files action
Folder package
Using Copy action
Using Delete action
Using Rename action
Using Unzip action
Using the Zip action
FTP / SFTP package
Using Connect action for FTP/SFTP
Fuzzy match package
Google Calendar package
Using the Create new calendar event action
Using the Connect action for Google packages
Google Drive package
Google Sheets package
Using the Find action
IBM Watson Authentication package
IBM Watson Speech to Text package
If package
Using If action
Image Recognition package
Using Find image in window action
Using the Find window in window action
Interactive forms package
IQ Bot (Preview) package
Using Document Extraction action
Using Validation action
IQ Bot Classifier package
Using Classify action
Using Train Classifier action
IQ Bot [Local Device] package
Using Process Documents action
IQ Bot Pre-processor package
Using ConcatenateImages action
Using ConvertImageToPDF action
Using EditImage action
Using GetBarCodes action
Using GetDocumentInfo action
Using GetPageContent action
Using EnhanceImage action
Using OrientImage action
IQ Bot Extraction package
Using IQ Bot Process documents action
IQ Bot package
Download all documents action
Upload document action
Upload multiple files with IQ Bot using Loop action
JavaScript package
Legacy Automation package
List package
Log To File package
Using Log To File action
Loop package
Using Loop action
Using the For each row in CSV/TXT iterator
Using the For each row in table iterator
Message box package
Using the Message box action
Microsoft LUIS NLP package
Mouse package
Using the Click action
Using the Move action
Using the Scroll action
Number package
OCR package
Using Capture image by path action
Using Capture image by URL action
Using Capture window action
Using Capture area action
Office 365 Calendar package
Using the Create Meeting action
Using the Get available meeting slots action
Using Office 365 Calendar actions in a loop
Using the Connect action
Permissions for application
Office 365 Excel package
Cell operations
Using the Format cell action
Frequently used cell colors
Using the Get cell/text color action
Column/Row operations
Using Delete action for rows or columns
Using Insert action for rows or columns
Table operations
Workbook operations
Using the Open action
Worksheet operations
Using the Copy worksheet action
Office 365 One Drive package
Using One Drive actions in a loop
PDF package
Using the Encrypt document action
Using the Extract field action
Using the Extract text action
Using the Extract image action
Using the Decrypt document action
Using the Get property action
Using the Merge documents action
Using the Split document action
Using a dictionary variable for PDF properties
PGP package
Using the Decrypt files action
Using the Encrypt files action
Play Sound package
Printer package
Process package
Prompt package
Python Script package
Create a PDF using Python script
Recorder package
Actions performed on objects captured with Universal Recorder
Using the Capture action
Recorder actions supported in various SAP versions
REST Web Service package
Example of using REST Web Service actions
SAP package
Using Connect action for SAP
Using Export table action
Using Set table cell text action
SAP BAPI package
Using Connect action for SAP BAPI
Screen package
Using Capture area action
Using Capture window action
Service package
Simulate keystrokes package
Using Keystrokes action
SNMP package
Using Get action
Using Get next action
Using Send trap action
Using Set action
Using Walk action
SOAP Web Service package
Step package
String package
Extract text
Using the Extract text action
Using Find action
Using Replace action
Using Split action
System package
Environment variables for System package
Task Bot package
Using the Run action
Example of sharing an Excel session between bots
Terminal Emulator package
Using the Connect action
Using Get text action
Using Send key action
How send key works in Send text action
Using Send text action
Using Set field action
Using Wait action
Share session between TaskBot logic
Text file package
Using Get text action
Trigger loop package
V11 Task Bot package
Using Run action
VBScript package
Wait package
Using Wait for screen change action
Using Wait for window action
Window package
Workload package
Using Insert work item action
XML package
Using Insert node action
Get started with recorders
Universal Recorder for object-based automation
Record a task with the Universal Recorder
Edit a task recorded with the Universal Recorder
Universal Recorder supported applications and browsers
Google Chrome browser extension requirements
Google Chrome extension troubleshooting
Secure recording mode
Recording tasks in applications that run on JRE
AISense for recording tasks from remote applications
Record a task with AISense Recorder
Edit a task recorded using AISense
Actions performed on objects captured with AISense Recorder
Use variable anchor
Enable debug logs for AISense Recorder
Working with bots
Run a bot
Repeating a bot
Considerations for running a bot
Check in a bot
Check out a bot
Clone a bot
Delete a bot
Preload packages
Copy a bot
View TaskBot version history
Editing bots
Attach work item template to TaskBot
Viewing package versions available in the Control Room
Select the package version used in your bot
Configure timeout for bot execution
Keyboard shortcuts
Variables overview
Predefined variables
Your variables (user-defined)
Create a variable
Type conversion
Recursive expressions
Record variable
Unicode range supported in variables
Use Work Item variables
Credentials and credential variables in the Bot editor
Example of building a bot that uses credentials
Example of building a bot that uses credential variables
Global values
Create a global value
Overwrite the default value
Bot dependencies
Upload bot and its dependencies
Add bot dependencies
View bots dependencies
Edit bot-dependent text-based files
Get started building bots
Build a Go be Great bot
Build a basic bot that uses a desktop application
Example of extracting data from a web table
Examples of building bots
Example of entering data into a web form from a worksheet
Example of passing a value between bots
Example of using a conditional statement
Example of using Python script to join a list
Example of using the DLL package
Example of transferring data from CSV file to Excel worksheet
Run TaskBot to merge Excel sheets
Example of migrating data from Excel to a database
Example of using the Run action
Example of using the SOAP web service action
Example of using the VBScript package in a resilient bot
Build a Bot Insight dashboard bot
Using AARI on the web interface
AARI web interface users
Configure roles for AARI on the web
Create users for Automation Anywhere Robotic Interface
Configure scheduler user for AARI on the web
Create user and assign role
Assign scheduler user to process in the web interface
Configure processes
Create an AARI form
Create an AARI process
AARI variable types
Use an Output variable
Delete an AARI process
Run an AARI process
Check in an AARI process
Check out an AARI process
Import an AARI process
Export an AARI process
Deploy processes
Team management
Process management
Request management
Upgrade changes in AARI from A360.21 or later versions
Create a request and complete a task
Delete a request
Create an AARI team and assign team roles to members
Assign an AARI team to a process
Assign or unassign a task
View and search for a process
Filter and search for a request
Filter and search for a task
Get started with AARI desktop
About AARI Assistant
Sign into AARI Assistant
Using interactive forms
Create a form
Using the Button element
Using the Checkbox element
Using the Date element
Using the Document element
Using the Dropdown element
Using the Dynamic Area element
Using the Select File element
Using the Select Folder element
Using the Hyperlink element
Using the Image element
Using the Label element
Using the Number element
Using the Password element
Using the Radio Button element
Using the Rich Text Editor element
Using the Snapshot element
Using the Table element
Using the Text Area element
Using the Text Box element
Using the Time element
Add a form to bot
Adding a trigger to run a bot
Add an email trigger
Add a file and folder trigger
Add a hot key trigger
Add an interface trigger
Example for using hot key to trigger a bot
Process discovery by using Discovery Bot
Get started with Discovery Bot
Discovery Bot users
Supported licenses for Discovery Bot
Prerequisites for Discovery Bot
Upgrade Discovery Bot from Enterprise A2019.15 to later versions
Create users for Discovery Bot
Create multi-role users for Discovery Bot
Create a custom role for Discovery Bot
Assign the Discovery Bot custom role to a user
Create a Discovery Bot process
Supported applications and browsers for Discovery Bot
Record a Discovery Bot business process
Review and compare recording data
Analyzing processes for automation
Create a process view with branches and opportunities
Review opportunities and convert to bot
Preprocessing error messages
Build advanced bots and packages
Package Software Development Kit (SDK)
Set up the Java project
Standard coding practices and guidelines for developing packages
Develop a sample package
Using the package SDK
Configure build files using InteliJ
Create new java class and directory, and update files using IntelliJ
Upload custom package to your Control Room
Create a bot to test the new package
How to examples
Return a value from an action
Expose an action as a property
Organize and group actions when developing packages
Create custom variables using Package SDK
Create dictionary type variables
Using EntryList
Using regular expression
Create a condition using Package SDK
Add a condition in a custom package for If condition
Create an iterator using Package SDK
Create a trigger using Package SDK
Custom triggers - pull and push mechanism
Add an iterator in a custom package for Loop action
Add debug logs of custom packages to bot_launcher.log file
Handle sessions in a custom package
Configure shared session attributes using Package SDK
Build bots to share session details using Package SDK
Annotations
Creation and function annotations
Validation annotations
Configure and use credential allow password annotation
Build and test a demo package and bot
Update related workflow and build files
Compile a demo JAR file from the Eclipse UI
Compile a demo JAR file from the command line
Add your demo package to an Control Room
Create a demo bot with the demo package
Change the Java file used to create the package JAR file
Upload new demo package
Update the demo bot with the updated package
Build and test a custom package
Create and build a custom package using IntelliJ
Add custom package to your Control Room
Create a bot to test the custom package
Automation 360 Package Development Kit Release Notes
Build a bot using REST Web Services and JavaScript actions
Set up Azure portal
Build a bot to parse JSON response using JavaScript
Post to Salesforce through custom app with OAuth 2.0
Create a custom app with OAuth 2.0 for authentication
Build a bot using REST web services and String actions
Use Python to build a bot to parse JSON response
Use JavaScript to build a bot to take user input
Bot developer recommendations
Bot Store submissions checklist
Building reusable bots
Building reusable packages
Troubleshooting and debugging
Troubleshoot bot run issue
Debugger features
Bot agent log files
Digitize
Using IQ Bot for intelligent document processing
Prerequisites for creating a learning instance in IQ Bot Community Edition
Create a learning instance in IQ Bot Community Edition
Validate documents
Get started with Automation 360 IQ Bot
Using Automation 360 IQ Bot On-Premises
Using Automation 360 IQ Bot Cloud
IQ Bot list of supported languages
Learning instance
Staging environment
Design panel
Preview extracted data
Navigating through your training documents
Export data to a csv file
Production environment
Adding custom logic to improve automatic extraction in production
Form fields
Table fields
Use cases and examples
Pre-installed Python packages
Additional Python packages
Learning instance details
Refresh data in Learning Instance details page
Custom Domain in IQ Bot
Read documents using a TaskBot
Create a learning instance
Select an OCR engine
Edit a learning instance
Errors generated while editing learning instances
Set learning instance to Production
Classification criteria in IQ Bot
Delete a learning Instance
Train a learning instance
Choose training document for a group
Improve output quality using OCR confidence
Designer validation patterns
Starts With and Ends With
Pattern
Resize mapping area
Map a field
Use list validation to improve accuracy of a text field
Use validation patterns/lists to flag discrepancy in extracted data
Text segment
Map a table
Stop extraction at End of table/section indicator
Add multiple tables in Designer
Define one or more linked fields in a child table
Map repeated tables and sections
Extract data from check box or check box groups
Delete mapping in the Designer
Extract data from table summary rows
Example
Common fields across multiple document groups
Extract data using magnetic ink character recognition
Disable PDFBox option
Tasks performed from Bot page
Dashboard
Performance report page
Performance report details
Extract data from documents
Using IQ Bot Validator
IQ Bot Validation queue
Use Machine Learning to fix extraction errors
IQ Bot standard forms
Setup services and create a model
Create a learning instance by using standard forms
Edit a standard forms learning instance
Edit the bot for standard forms
Export a standard forms learning instance
Import a standard forms learning instance
Manage
Manage activities
Manage scheduled activities
Schedule a bot
Edit a scheduled activity
Delete a scheduled activity
Historical activity
View completed activity
Audit Log
Manage event triggers
Adding event triggers
Linking event triggers to a Bot Runner
Manage devices
About multi-user devices
Configure RDP-based deployment for multi-user devices
Convert an existing device to a multi-user device
About device pools
Create device pools
View device pool details
Edit device pools
Delete device pools
Customize device settings
Manage packages
Add packages to the Control Room
Manage Control Room packages
Manage administrator settings
Manage users
Create a user
Create an Active Directory user
Citizen Developer user
Create a Citizen Developer user
Reset user password
Manage roles
Create a role
Feature permissions for a role
Bot permissions for a role
Create a Citizen Developer role
Assign a role
System roles
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
Manage settings
Configure default device settings
Switch device registration between Control Room instances
Configure package settings
Change screen resolution for Bot Runner session
Configure auto-delete temporary device settings
Configure threshold settings for user devices
Configure auto-login settings
Add access IP addresses
Set callback URLs
Set up SAML authentication
Configure Credential Vault Connection mode
Edit external key vault configuration
Editing SQL user information
Configuring Syslog services
Edit email notifications
Integrating Control Room with Git repositories
Configure a remote Git repository in Control Room
Connect to Azure DevOps (Cloud) Git from Control Room
Remove Git integration configuration
NAT IP addresses for Git integration
Restore bots from Git repository
Usage statistics
Disable usage statistics
Set up instances for Cloud-enabled deployments
Generate registration key to install Bot agent in bulk
Edit the Bot agent installer file
Manage Licenses
Installing additional licenses
Stop and start Control Room services on Linux
Control Room log files
Workload management
Create workload queues
Create express queues
Create queues
Add queue owners
Add participants to queue
Add consumers of queues
Define Work Item structure
Insert Work Items
Run bot with queue
Add TaskBots and dependent fi
