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Set up Control Room for RPA Bots for Excel

  • Updated: 7/22/2020
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Set up Control Room for RPA Bots for Excel

To run and manage bots using the plug-in, you must establish a connection to the Control Room and enable variables to return data from the bot to Excel and vice versa.

Prerequisites

Verify that your device meets the following prerequisites for your environment:

On Cloud users:
  • Microsoft Excel 2019 and later, including Office 365 (online).
  • IP address or URL to your Control Room with a secure, online Internet connection.
  • Control Room Version 11.3.2.2 or later and A2019.

  • Control Room login information with user name and password.
  • Control Room Room Admin account to view bots and Bot Runners.
  • Bot Creator license to create bots.

    Create a dedicated Bot Creator user for the plug-in.

    Create a Bot Creator user for RPA Bots for Excel

  • Bot Runner license to run bots.

    Create a dedicated Bot Runner user for the plug-in.

    Create a Bot Runner user for RPA Bots for Excel

  • Create an Excel office user who will execute bots and pass data using the plug-in to automate their business processes.

    Create an Excel user and assign a custom role

On-Premise users:
  • Microsoft Excel 2019 and later.

  • IP address or URL to your Control Room (Internet connection is not required).
  • Control Room Version 11.3.2.2 or later and A2019.

  • Control Room login information with user name and password.
  • Control Room Room Admin account to view bots and Bot Runners.
  • Bot Creator license to create bots.

    Create a dedicated Bot Creator user for the plug-in.

    Create a Bot Creator user for RPA Bots for Excel

  • Bot Runner license to run bots.

    Create a dedicated Bot Runner user for the plug-in.

    Create a Bot Runner user for RPA Bots for Excel

  • Create an Excel office user who will execute bots and pass data using the plug-in to automate their business processes.

    Create an Excel user and assign a custom role

Verify connection to the Control Room and enable Excel variables to return data from the bot to Excel and vice versa.
Note: This task is required only for Version 11.3.2.2 users.
Note: Only the string variable type is supported at this time.

Procedure

  1. Verify communication with the Control Room by requesting a callback.
    Note: Connecting to the Control Room with the callback URL is one-time setup configuration that works for Bot Creator, Bot Runner, and Administrator user accounts.
    1. Log in as an administrator to the Control Room.
    2. Go to Administration > Settings > General.
    3. Click Control Room Database & Software.
    4. In the Callback URL field, enter: https://aa-relay-server-v2.azurewebsites.net/callback
  2. Enable Excel variables to pass input data from Excel to the bot:
    1. Log in as a Bot Creator to the Control Room.
    2. Open your bot file.
    3. Select the variable you want to edit.
    4. Click Edit or right-click the variable and select Edit.
    5. In the Edit Variable window, select the Include in Input check box.
    6. Select String in the Type field.
    7. Click Close.
      Note: By default, the Include in Input setting is not enabled. You must select the check box to pass data from Excel to the bot.
  3. Enable Excel variables to return output data as a Bot Creator:
    1. Log in as a Bot Creator to the Control Room.
    2. Open your bot file.
    3. Select the variable you want to edit.
    4. Click Edit or right-click the variable and select Edit.
    5. In the Edit Variable window, select the Include in Output check box.
    6. Select String in the Type field.
    7. Click Close.
      Note: By default, the Include in Output setting is not enabled. You must select the check box to return data from the bot to Excel.
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