Configure scheduler user for Automation Co-Pilot

To help deploy automation, you can configure a dedicated user as a scheduler user. A scheduler user can be a global scheduler or a per-process scheduler that allocates the Control Room resources (devices and unattended Bot Runners) for Automation Co-Pilot.

To assist running routine automation, a process or bot can be configured to be run by a scheduler user at a set time. This can be combined with devices in a device pool to improve deployment efficiency.

Update cycles for scheduling

When a scheduler user or device pool is modified, it can take up to ten minutes for the system to use updated configurations in process orchestration. To work around this cycle, users can manually overwrite the cache with new edits to manually update scheduler user configurations.
  1. In the Control Room, go to Manage > Process.
  2. From your selected process, click Edit > Save.
Note: Without this update, users can wait up to ten minutes before running automation with the modified user.

Establishing a scheduler user

Requires both the following procedures.
  • In the Control Room, the Admin must create a designated custom role with a user assigned to that role.
    Note: The role that you assign to the scheduler user cannot be shared with any other user (such as Bot Runner or an Admin user).
  • In Automation Co-Pilot configure the bot or process to be run by the scheduler user.

Complete these steps before attempting to deploy automation using the scheduler user in Automation Co-Pilot.

Procedure

  1. The AARI Admin should create and customize a scheduler role, configured with the AARI scheduler permission set, and create a user that is assigned with the scheduler role. Users with this role will be displayed during configurations for scheduling. See, Create a scheduler user with a role in the Control Room.
    Note: The role that you assign to the scheduler user cannot be shared with any other user (such as Bot Runner or an Admin user).
  2. If the scheduler user is attached to a process, you can add the scheduler user to a device pool. For more details, click About device pools and Create device pools in the Control Room.
    Note: The Co-Pilot Admin is the device pool owner and can select a custom role (AARI-pool-scheduler) in Device Pool Consumers.
  3. After you have configured a scheduler user and a device pool in the Control Room, you can assign a scheduler user to a process in the web interface in Automation Co-Pilot.