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Robotic Process Automation with Automation Anywhere
Robotic Process Automation with Automation Anywhere

Robotic Process Automation with Automation Anywhere: Techniques to fuel business productivity and intelligent automation using RPA

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Robotic Process Automation with Automation Anywhere

Chapter 2: Installing Automation Anywhere

The latest Community Edition of Automation Anywhere is a fully cloud-based platform. It is also available to students and small businesses for free. There is no limit on the number of bots you can build; the only limitation is that they can only be deployed to one device. This makes it ideal to learn how to start building RPA bots.

The basic components needed for any version of Automation Anywhere to run are Control Room and the Client. Control Room functions as a management tool. It is used to manage your user accounts, devices, bots, and schedules, as well as giving bot insights. In previous versions, the Client was the bot development interface, but this has been superseded in the latest Community Edition A2019 and all the development is now done from within Control Room. So, there is no need to install any client application.

The previous chapter showed how to register with Automation Anywhere. This registration process will create a user account for you and allocate your account to a control room. You will receive an email with the Control Room URL details as well as your login credentials.

In this chapter, we will get Automation Anywhere up and running, ready to start building bots. You will learn how to connect to the control room and update your profile, and we will move forward to setting up the machine you would run your bot on, known as a device. After creating the device, you will learn how to configure and set up any credentials needed to log in to the device. By the end of this chapter, you will have completed learning how to set up the environment and get ready for your RPA bot development journey using Automation Anywhere.

We will cover the following topics in this chapter:

  • Connecting to Control Room
  • Preparing your device
  • Configuring profile and device credentials

Technical requirements

In order to install the Automation Anywhere A2019 Community Edition Bot agent, the following requirements are necessary:

  • Windows OS version 7 or higher
  • A processor with a minimum speed of 3 GHz
  • A minimum of 4 GB RAM
  • At least 100 MB hard disk space
  • Internet Explorer v10 or higher, or Chrome v49 or higher
  • A minimum screen resolution of 1024*768
  • An internet connection with a minimum speed of 10 Mb/second
  • Have completed the registration process with Automation Anywhere for Community Edition AA 2019

Connecting to Control Room

Continuing from Chapter 1, About Automation Anywhere, after your registration with Automation Anywhere is complete, you should have received an email with the following details:

  • Your Control Room URL
  • Your username
  • Your password

Let's start by logging into Control Room and getting familiar with the interface.

Launching and logging into Control Room

As Automation Anywhere is 100% cloud-based, the platform is a totally web-based application. As such, we need to run Automation Anywhere from our web browser. I am using Chrome, but Internet Explorer can also be used to launch Automation Anywhere:

  1. Copy the Control Room URL details from your registration email and enter this URL into your web browser address bar:
    Figure 2.1 – Automation Anywhere Log in interface

    Figure 2.1 – Automation Anywhere Log in interface

  2. Next, enter the Username (this is usually your email address), followed by the Password sent in the email from Automation Anywhere.
  3. Click on the Log in button. When you have successfully logged in, you will be navigated to the Home page:
Figure 2.2 – Automation Anywhere Home page

Figure 2.2 – Automation Anywhere Home page

You have managed to log in to Automation Anywhere Control Room. The top right shows the user details, while the left-hand pane has all the different sections of Control Room.

Updating your profile and password

The first thing you may want to do is update your profile and set a new password:

  1. In the top right-hand corner of the Home page, click on your profile icon:
    Figure 2.3 – Profile icon

    Figure 2.3 – Profile icon

  2. From the dialog box, click on Go to My profile:
    Figure 2.4 – Navigate to your profile details

    Figure 2.4 – Navigate to your profile details

  3. This will take you to your profile details interface; to make any changes to your profile, click on Edit:
    Figure 2.5 – Profile settings page

    Figure 2.5 – Profile settings page

  4. This will allow you to update your details. Here, you can update your password; once you have made your changes, click on Save changes to apply them:
Figure 2.6 – Updating the profile settings

Figure 2.6 – Updating the profile settings

You are now successfully connected to Control Room and have configured it to your liking. Every time you want to launch Automation Anywhere, you will navigate via your browser to the URL given and use your credentials to log in. Now let's prepare your device.

Preparing your device

When bots are built, they need to be run on a device. This device can be a physical desktop, laptop, or even a virtual machine. We need to install and configure all devices that we may want to run a bot on. With this free edition of Automation Anywhere, we can add only one device.

To add a device, two stages are involved:

  • Installing a Bot agent
  • Enabling the extension

Let's go through each stage now.

Installing a Bot agent

The Bot agent is a small application that allows the device to communicate with the task bots. To install the Bot agent, follow these steps:

  1. Click on MY DEVICES from the left-hand menu bar, then click on the Add local bot agent icon:
    Figure 2.7 – Adding a local device

    Figure 2.7 – Adding a local device

  2. The connection wizard will pop up. Click on Connect to my computer:
    Figure 2.8 – Connecting to a local device

    Figure 2.8 – Connecting to a local device

  3. The wizard will start to download the Bot agent (into your default downloads folder) as shown in the following screenshot:
    Figure 2.9 – Downloading a bot agent to a local device

    Figure 2.9 – Downloading a Bot agent to a local device

  4. Once the Bot agent has been downloaded, right-click on the downloaded file's icon and select Open:
    Figure 2.10 – Installing a bot agent on a local device

    Figure 2.10 – Installing a Bot agent on a local device

  5. This will initiate the Bot agent install wizard. Follow any onscreen instructions to install the Bot agent.
  6. Once it has been installed, you will notice a green tick in the Install bot agent step. This green tick indicates the successful completion of that task:
Figure 2.11 – Installation progress indicator

Figure 2.11 – Installation progress indicator

The wizard will automatically lead you into the next section for enabling the extension.

Enabling the extension

If you are using Google Chrome as your browser, Automation Anywhere will need to enable an extension for this. This allows Automation Anywhere to identify and interact with web-based objects for automating your bots. To enable the extension, you may need to download it from the Chrome Web Store. Follow these steps to enable the extension:

  1. Click on the I enabled it button shown in Figure 2.11. This will tell you whether the extension is already enabled or not:
    Figure 2.12 – Enabling the extension

    Figure 2.12 – Enabling the extension

  2. Click on the Get the Automation Anywhere extension link to navigate to the Chrome Web Store:
    Figure 2.13 – Chrome Web Store Automation Anywhere A2019 extension

    Figure 2.13 – Chrome Web Store Automation Anywhere A2019 extension

  3. Click on Add to Chrome button and you will get the following prompt; click on Add extension:
    Figure 2.14 – Extension installation prompt

    Figure 2.14 – Extension installation prompt

  4. This will install and enable the extension. To view or disable the extension in Chrome, navigate to Settings | Extensions and the Automation Anywhere extension should be visible:
    Figure 2.15 – The extension in Chrome

    Figure 2.15 – The extension in Chrome

  5. Once the extension has been enabled, the progress indicator will be updated with further green ticks, shown as follows:
    Figure 2.16 – The installation progress indicator

    Figure 2.16 – The installation progress indicator

  6. Finally, to complete the installation, click on the Done button. You can give your workstation a nickname in the Nickname (optional) text box if you wish.
  7. Looking at My devices in Control Room, you will now notice your device listed:
    Figure 2.17 – List of installed devices

    Figure 2.17 – List of installed devices

  8. The Bot agent should now be successfully installed on your device. You will also notice a little green tick against your local device icon on the top pane:
Figure 2.18 – Local device status icon

Figure 2.18 – Local device status icon

We now need to configure the device so that Automation Anywhere can log in to it, even if no one is logged in to that device or if it's locked.

Configuring profile and device credentials

Once your device is visible on the listed devices in Control Room, you may need to configure the user profile for that device. Imagine that we build a bot and deploy it to your device, but the device is locked or you are not logged in to it. Automation Anywhere will need to log in to the device. In order to achieve this, we need to set the login user credentials for the device.

This is achieved with the following steps:

  1. Once in Control Room, from the Home screen, click on the local device icon, followed by Update credentials:
    Figure 2.19 – Updating local device credentials

    Figure 2.19 – Updating local device credentials

  2. The dialog will allow you to update the Device password. Enter the user password for the device and click on Update:
    Figure 2.20 – Updating the device's password

    Figure 2.20 – Updating the device's password

  3. Your device has now been successfully configured.

Great work! We have now got our device all ready to start working with Control Room. Control Room is set up with a user profile and a device.

Summary

We are all ready to get going now. You will be comfortable in the future with setting up and configuring a device with Automation Anywhere Control Room, and can configure your device credentials as well as update your user profile. You could have a number of devices installed in Control Room. Once a bot is built, it can be deployed to any one of them or even a number of devices. Installing and configuring devices is an essential part of deploying and testing bots, and Control Room provides a centralized location to manage all your devices easily.

In the next chapter, we will look more closely at the Control Room features. We have already looked at setting up devices, but there is a lot more to it. We will learn about the dashboard, and how your bot is managed and monitored. This will get you more familiar with the Control Room interface used in Automation Anywhere.

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Key benefits

  • Build RPA robots using the latest features of cloud-based Automation Anywhere A2019
  • Explore real-world scenarios with AA A2019 to understand the wide range of capabilities available for your RPA projects
  • Build complete software robots to automate business processes with the help of step-by-step walkthroughs

Description

With an increase in the number of organizations deploying RPA solutions, Robotic Process Automation (RPA) is quickly becoming the most desired skill set for both developers starting their career and seasoned professionals. This book will show you how to use Automation Anywhere A2019, one of the leading platforms used widely for RPA. Starting with an introduction to RPA and Automation Anywhere, the book will guide you through the registration, installation, and configuration of the Bot agent and Control Room. With the help of easy-to-follow instructions, you’ll build your first bot and discover how you can automate tasks with Excel, Word, emails, XML, and PDF files. You’ll learn from practical examples based on real-world business scenarios, and gain insights into building more robust and resilient bots, executing external scripts such as VBScripts and Python, and adding error handling routines. By the end of this RPA book, you’ll have developed the skills required to install and configure an RPA platform confidently and have a solid understanding of how to build complex and robust, yet performant, bots.

Who is this book for?

This Automation Anywhere RPA book is for automation engineers, RPA professionals, and automation consultants who are looking to explore the capabilities of Automation Anywhere for building intelligent automation strategy for enterprises. A solid understanding of programming concepts and exposure to the Automation Anywhere platform is necessary to get started with this book.

What you will learn

  • Explore effective techniques for installing and configuring an Automation Anywhere A2019 platform
  • Build software robots to automate tasks and simplify complex business processes
  • Design resilient bots that are modular and reusable
  • Understand how to add error handling functionality and discover troubleshooting techniques
  • Design bots to automate tasks in Excel, Word, emails, XML, and PDF files
  • Implement effective automation strategies using RPA best practices

Product Details

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Publication date : Nov 24, 2020
Length: 554 pages
Edition : 1st
Language : English
ISBN-13 : 9781839216565

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Product Details

Publication date : Nov 24, 2020
Length: 554 pages
Edition : 1st
Language : English
ISBN-13 : 9781839216565

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Table of Contents

19 Chapters
Chapter 1: About Automation Anywhere Chevron down icon Chevron up icon
Chapter 2: Installing Automation Anywhere Chevron down icon Chevron up icon
Chapter 3: Overview of Automation Anywhere Control Room Chevron down icon Chevron up icon
Chapter 4: Overview of the Automation Anywhere Development Interface Chevron down icon Chevron up icon
Chapter 5: Building Your First Bot Chevron down icon Chevron up icon
Chapter 6: Introducing Variables in A2019 Chevron down icon Chevron up icon
Chapter 7: Interacting with Applications Chevron down icon Chevron up icon
Chapter 8: String Manipulation and List Variables Chevron down icon Chevron up icon
Chapter 9: Working with Conditional Logic, Loops, and the Filesystem Chevron down icon Chevron up icon
Chapter 10: Working with XML Files Chevron down icon Chevron up icon
Chapter 11: Automating Excel Chevron down icon Chevron up icon
Chapter 12: Automation Using Word Chevron down icon Chevron up icon
Chapter 13: Working with Emails Chevron down icon Chevron up icon
Chapter 14: Working with PDF Files Chevron down icon Chevron up icon
Chapter 15: Working with Databases Chevron down icon Chevron up icon
Chapter 16: Building Modular Bots and Sub-Tasks Chevron down icon Chevron up icon
Chapter 17: Running External Scripts Chevron down icon Chevron up icon
Chapter 18: Managing Errors Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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(2 Ratings)
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1 star 0%
Newmark Jan 24, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a great book if you are getting started with Automation Anywhere.It provides a step by step instructions to create your initial RPA automation with Pdfs, emails, word documents etc. It is a manual Automation Anywhere should have come with.
Amazon Verified review Amazon
C. Staples Dec 23, 2020
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Review of book "Robotic Process Automation with Automation Anywhere", published by Packt Publishing in 2020.In general, the "Automation Anywhere" framework uses what are essentially pre-packaged code widgets which are grouped in assemblages called "bots". An author selects and positions desired widgets in a sequence, modifying portions of them as necessary, and saves them. Once saved, these bots can be rerun or modified as necessary to tweak their behavior. This book serves as an introduction to the framework and its capabilities.Chapters 1-4 deal with general background, overview, and installation.Fairly quick read, but important especially if you have no familiarity with the material. An important note: Creating these bots starts with the design process. In this tool, that translates to entering comments (defining tasks) into the bot code FIRST and then creating code to accomplish the task.In Chapter 5, the "First Bot" is built. Technically it's the second bot - the first being a Hello World type bot in Chapter 4 - but let's not quibble. Building this bot exercises some foundational functionality like file input / output, calculations, and looping. The steps provided are very exact and work perfectly, though it's important to keep an eye on details. (On at least one occasion, an edit appeared to have an unexpected side effect. This also could have been a miss on my part.)The previous bot creation process is expanded in Chapter 6, which walks the user through exercises designed to use variables in the available data types: String, Number, Boolean etc. Some of these types are roughly analogous to those in various programming languages and some are essentially specific to this framework.Chapter 7 provides a first look at interacting with a "live" application, capturing web output and simulating keystroke input. Chapters 8 and 9 introduce string manipulation, lists and more advanced program flow, while Chapter 10 returns to file processing in a more intriguing topic - XML parsing and updating.At this point, we are firmly into more advanced areas, and the subsequent chapters 11-15 deal with use cases similar to "real world" app usage and interaction: working with artifacts from Microsoft applications Word and Excel, email handling, PDF format, and rudimentary database access.The balance of the book deals with debugging and features for more complicated program flow, such as sub-tasks, usage of additional bots within a single project design, and leveraging scripts from external tools such as Python or Visual Basic.Overall, the book style is sufficient though a bit plain and formulaic - the various exercises read much like tech support work flow documentation. That makes them specific and clear, but repetitive. A good selection of the various code widgets are exercised but the reader will note that MANY more are not - there simply are too many to explore in any detail (dozens of basic types each with multiple options). Also, there is no discussion about using outputs from these bots in concert with other test or reporting frameworks, which some organizations might require.However, insofar as granting users some initial exposure and familiarity, this book accomplishes that goal successfully.*Disclaimer: Review of a complimentary copy of the book
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