1.How to Publish Robot in Process Bot One
- Login to the Process Bot One using the login credentials.
- Click on the + Directory symbol as shown in the below image.
- As we are working on different domains, to store those domains we need a directory.
- Once you click on the + Directory you will get a pop-up window which is as shown below, enter the directory name and description and click on Save.
- Once you click on Save, the directory will be created with the given name and the same will be reflected in the Process Bot One window as shown in the below image.
- You can select the working directory by clicking on the + Directory drop-down as shown below.
- Next, go to the Process Bot DWmaker click on Robot and select any robot from the list of robots and click on the Action.
- Once you click on the Action button from the list, the code window will be ready for publishing.
- Next, click on the publish button in the DWmaker window, the publish robot pop-up window will open, select the directory name, in which directory you want to publish.
- And, select the robot type, either you want to be attended to or an unattended robot.
- Attended Robot: Attended RPA bots are ready and waiting to be activated by employees whenever needed to help the process.
- Unattended Robot: Unattended RPA bots operate on a preset schedule, or as triggered by logic in the process flow.
- Enter the approximate job time and description and click on Publish.
- Once you click on publish, you will get a pop notification as your robot will be successfully published.
- To verify whether the robot got published or not, go to Process Bot One and Click on Robot in the left corner and click on Published Robots, you will get all the details as below.
2.How to Run a Robot
Once we publish the robot, our next step is to run the published robots. Let us see how to run robots.
- We have three sections under the robots respectively, In Action and Log History, Published Robots, and Schedule.
- In Action and Log history: It will display the history of the robots, like whether the robot is paused or running, or completed.
- Published Robots: It will display the list of published robots and details of each published robot.
- The details of the published robot include the following:
- Digital Worker: Digital Workers are virtual professionals who use AI, machine learning, RPA, and analytics to automate corporate operations from start to finish, enhancing and boosting human work.
- Robot Name: It will display the name of the robot
- Robot Type: It refers to the type of the robot, whether it is an attended or unattended robot.
- Hostname: It will display the name of the device/computer to which the Process Bot One has connected.
- User Name: Refers to the name of the user of the device/computer.
- Status: It refers to the relative level of the robot.
- Action: It represents the actions related to the published robots.
- Scheduled: You can schedule the robot when to trigger concerning Time, week, or Month.
- The schedule section will be as shown below:
- Robots: The robot drop-down provides you the option to select the name of the robot, which you want to run.
- Run On: The run-on drop-down provides you the option to select the host either from Default or Specific.
- Time Zone: By clicking on the time zone you can select the time zone according to your location and then set the time according to your preference.
- Now, to run robots, the first step is, go to the published robots under Robot, you can see the list of published robots which is as shown.
- We can run the robot either by clicking on the Run under the Action or by clicking on the Run button on the top.
- If you click on the run which is under Action, then the robot will be launched under the default host machine.
- If you have a big network and multiple hosts( ex: Host1, Host2, Host3..etc….) then the robot will be launched under the default host(Host1).
- Once you click on the Run Button, a Start-Job pop-up window will appear, which is as shown below.
- Enter the required details and click on the Start task.
- Once we click on the start task, the robot will start running, if you go to In Action and Log History, you will find the Action which is going on and how much has been completed.
- You can see three options in the In Action section, If you want, you can Stop the Robot or, Pause the running action.
- Once you Pause you can Resume the action by clicking on the Resume
- In the Log History, you can see the relevant details of the robot as shown below.
- Once the robot has been run successfully, just open the Process Bot DWmaker, the text message which is present in the file will be displayed in the Message box pop-up window as shown below.
- If you check again in the Action and Log history, you can see that the task has been completed.
- If you click on the eye symbol in the Log History, you will get all the details regarding your published robot.
- The schedule section will be as shown below:
- The details of the published robot include the following:
4.How to create a role and Assign a role to the User
In this section, you are going to learn about how to perform an administrative task, which includes creating a role, creating a user, and assign permission to your roles, and assign created roles to users.
Let us see one by one.
- The first step is to log in to your Process Bot One Orchestrator.
- Once you click on Administrative in the left-hand corner, you will see the other tasks that are present under administrative which is as shown in the below image.
- The first step is to create a role. Let us follow the below steps to create a role.
- Click on the Role Management under the Administrative option.
- Next, the Process Bot one will navigate you to the Role Management window, which is as shown below.
- The role is a specific function that can be performed by a specific group of users, click on the + Role button to create a role.
- Next, the Role Add/Edit page will open, It is having two sections, on the left side we have to enter the role name and role description, and on the right side we have the Role permission section, here we can assign permission to a component.
- Basically, we can assign three kinds of permissions to a role, they are: View, Add/Edit, and Delete.
- Enter required details and set permission to the role and then click on the Save
- In the below image, you can see that, I have given some permission to the different components.
- Once you click on the save button, the role will be created successfully.
- Next, you have to create a user, the following steps will show you how to create a user.
- User: A person or object that uses a facility, product, or machine is known as a user.
- Click on the User Management under the Administrative.
- Once you click on the User Management, the User Management window will open, which is as shown below.
- The user management window will initially contain the superuser details, which means the username and email address that you used to register with Process Bot One.
- Next, click on the + User button to create a new user.
- Once you click on the User button, Add User page will open, enter the details in the required fields and select the role management name by clicking on the role name drop-down list, and then click on Save.
- Now, you can see the list of users in the user-management window, which is shown below.
- Now, the login credentials have been sent to the given user mail id, if any user logged in using that credentials, they can only perform the actions which are permitted to them.
- The next step is to assign a robot to the user.
- Click on the Assignment under the Administrative, the assignment window will look like as shown below.
- The Assignment page is having two sections, User List and List of Robots(assigned/Unassigned).
- Click on the username for which you want to assign a robot, and then select the robot name and click on the Save button.
- Now, the particular role will be assigned to the selected user on the selected robot.
- For example, If you have created a user for the HR department and created a role in which you have given permission for the dashboard component to View, Edit, and Delete.
- Then, the HR who logged in using the login credentials of the given user can be able to view, edit and delete the dashboard in the selected robot.
- Here, you can also select the robots from a different directory, by clicking on the Directory drop-down button.
- Next, we have a company profile, if you click on Company Profile, you will see the details of the user and the license details, the image is as shown below.
- Next, we have a Directory, if you click on a directory, the directory page will open which contains a list of directories present in your Process Bot One orchestrator.
5.How to Schedule a Robots
What is Schedule Robot: Schedules allow you to run jobs on Robots in a predetermined order and at regular intervals. You can assign Robots to different schedules based on the following parameters:
- Select Robot
- Specific or Default host
- Machine type
Let us see how to perform this action in Process Bot One.
Our first job is to log in to Process Bot One using our login credentials.
Once, the Process Bot One window will open, click on Scheduled under Robot, on the left-hand side as shown below.
Under Scheduled, we have two options called Scheduled List and Schedule.
The Schedule List contains a list of schedule robots. Click on Schedule to create a new schedule robot.
Once you click on Schedule, the below page will be displayed, fillup in all the required details such as:
- Robot: Click on Robot drop-down list and select the robot to which you want to schedule.
- Next, click on Run on Drop-down and select either Specific or Default server to run the scheduled robot.
- If you select specific, again you will get two options under it, such as Standalone and Server. you can select anyone you want to run on.
- Next, select the hostname, if you are connected with the system then your computer name will be displayed below as shown in the above image.
- Next, on the right side, we have a TimeZone option.
- Click on the Drop-down list and select the time zone of your place.
- Next, select the Iteration Period, here you can select the iteration period, we have options called
- Minutes: This option helps you to schedule your robot on a minute basis in the given interval of time.
- Hours: This option helps you to schedule your robot on an hourly basis in the given interval of time.
- Daywise: This option helps you to schedule your robot on a daily basis in the given interval of time.
- Weekly: This option helps you to schedule your robot on a weekly basis in the given interval of time.
- Monthly: This option helps you to schedule your robot on a monthly basis in the given interval of time.
- In this example, I have selected minutes and then select the Start Date and Time.
- Once you click on the Start Date and Time, the pop-up window of set date and time will open, select the interval of minutes you want to schedule as below.
- Next, click on Add Schedule button on the Schedule window.
- Now the schedule becomes active and the selected robot will trigger at the given time.
- Now, go to the Scheduled List you will find the list of a robot that has been scheduled.
- Now at the given time interval, the robot will keep on running, and if in case you don’t want to run the robot then you can click on the Active button under the Scheduled List robot then the robot will become inactive as shown above.
- the given robot automatically runs and displays the output on the message box.
- This is how the Process Bot One will help you to run any robot without any human intervention at the given time of intervel.