Switch device registration between Control Room instances

Configure the device settings in the Control Room to enable single-user devices to easily switch between different instances of the Control Room to run bots in multiple environments. This option enables you to register the Bot Agent on multiple Control Room instances without uninstalling the Bot Agent.

Prerequisites

Ensure that you are logged in to the Control Room as the administrator.

You must have the View and Manage ALL device permission to enable the switching option.
You must enable the switching option on both Control Room instances.
You can switch between Control Room instances only if the instances are on the same build.
For example, if one Control Room instance is on Build 9664 and another instance is on Build 8815, you cannot switch user device between the two Control Room instances. Both instances should be either on Build 9664 or Build 8815.

Procedure

Navigate to Administration > Settings > Devices.
Edit the General settings.
Select Enabled to enable the local device as the default bot running device after a user logs into the Control Room.
Optional: Select the Clear the user’s existing bot running device if the bot agent is not present on the local device checkbox to remove the existing default device.

By default, the Clear the user’s existing bot running device if the bot agent is not present on the local device checkbox is not selected.

When no Bot Agent is available on the local device and if you select this checkbox, the existing default device for the logged-in Bot Creator, attended Bot Runner, or Citizen developer users is removed. Otherwise, the default available device is assigned for the bot deployment.

Note: If the local device is not enabled as the default bot running device and Clear the user’s existing bot running device if the bot agent is not present on the local device checkbox is selected, then the existing default device is discarded. In this case, you must select the default device manually.
Select Enabled to enable a single-user device to be switched to another Control Room without reinstalling the Bot Agent.
Additionally, the Allow fast switching option allows you to switch the Bot Agent with a single click.
Note: Fast switching is recommended only if there is no change in the network configuration when connecting to a new Control Room. The first time you switch the Bot Agent to a new Control Room, the device lifespan information (that is, whether the device is Persistent or Temporary) is copied over to the new Control Room. No other configuration information is copied over.

If this setting is not enabled, you must uninstall Bot Agent first and then reinstall it to switch device registration to different Control Room instances.
Optional: For additional security, you can enable the following setting in the Validate device credentials field to validate the device credentials prior to bot deployment:
- Device credentials for all users: Validates the device credentials for Bot Creator, attended Bot Runner, Citizen Developer, and unattended Bot Runner users.
- Device credentials for un-attended bot runner users only: Validates the device credentials for unattended Bot Runner users only.
Note: This is applicable for all trigger-based bot deployments too.
Save the settings.
Log in as a Bot Creator user to a Control Room configured in a different environment to verify that users can switch between instances.
The Connect device option is available when you click the device icon in the Control Room panel.

Automation 360

Switch device registration between Control Room instances