Implementing Front Office Automation using Automation Anywhere Robotic

Interface (AARI): Step List

User Management

Introduction
This demo will help you to learn how to create users and assign required AARI roles.

Prerequisite
You need access to the Automation 360 Enterprise Edition.
1. Create users for AARI and assign the required licenses.

a. Create the AARI admin user and assign the required licenses.
i. Login to the Automation 360 Control Room as an administrator and navigate to the All
users page by clicking ADMINISTRATION > Users.
ii. Click Create user icon.
iii. In the General Details section, ensure that the Enable user checkbox is selected.
iv. Enter the details such as Username, Description, First name, Last name, Password, and
Email.
v. Select the AAE_Robotic Interface Admin role from the Available roles panel and click
the Right arrow.
vi. Select None under the Allocate a device license to this user section.
vii. Click Create user.
viii. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

b. Create the AARI manager user and assign the required licenses.
i. In the All users page, click Create user icon.
ii. In the General Details section, ensure that the Enable user checkbox is selected.
iii. Enter the details such as Username, Description, First name, Last name, Password, and
Email.
iv. Select AAE_Robotic Interface Manager role from the Available roles panel and click
the Right arrow.
v. Select None under the Allocate a device license to this user section.
vi. Select the AARI user checkbox from the AUTOMATION ANYWHERE ROBOTIC
INTERFACE (AARI) LICENSES section.
vii. Click Create user.
viii. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

c. Create the AARI user and assign the required licenses.

i. In the All users page, click Create user icon.
ii. In the General Details section, ensure that the Enable user checkbox is selected.
iii. Enter the details such as Username, Description, First name, Last name, Password, and
Email.
iv. Select AAE_Robotic Interface User role from the Available roles panel and click the
Right arrow.
v. Select None under the Allocate a device license to this user section.
vi. Select the AARI user checkbox from the AUTOMATION ANYWHERE ROBOTIC
INTERFACE (AARI) LICENSES section.
vii. Click Create user.
viii. Click the Refresh icon in the All user page. The newly created user is displayed in the
users list.

Congratulations! You have now successfully created users and assigned the required licenses for
AARI Web.

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 Create Bot Runners and Device Pools

Introduction
This demo will help you to learn how to set up a bot runner along with a device pool as a user with
Control Room permissions for device management.

Prerequisite
You need access to the Automation 360 Enterprise Edition.

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1. Create a bot runner along with a device pool as a user with control room
permissions for device management.

a. Create multiple bot runner users and assign required licenses.

i. Login to the Automation 360 Control Room as administrator and navigate to the All
users page by clicking ADMINISTRATION > Users.
ii. In the All users page, click Create user icon.
iii. In the General Details section, ensure that the Enable user checkbox is selected.
iv. Enter the details under such as Username, Description, First name, Last name,
Password, and Email.
v. Select AAE_Basic role from the Available roles panel and click the Right arrow.
vi. Select Unattended bot runner license under the Allocate a device license to this user
section.
vii. Click Create user and add another from the Create user drop down list.
viii. Click Create user.
ix. Repeat the steps ii to v to create a second bot runner.
x. Click the Refresh icon in the All users page. The newly created users are displayed in
the users list.

b. Create AARI scheduler user and assign required licenses.

i. In the All users page, click Create user icon.
ii. In the General Details section, ensure that the Enable user checkbox is selected.
iii. Enter the details such as Username (AARI-scheduler-user), Description, First name,
Last name, Password, and Email.
iv. Select AAE_Basic role from the Available roles panel and click the Right arrow.
v. Select None under the Allocate a device license to this user section.
vi. Click Create user.
vii. Click the Refresh icon in the All users page. The newly created user is displayed in the
users list.

c. Create scheduler role and assign required licenses.

i. Navigate to the All roles page by clicking ADMINISTRATION > Roles.
ii. Click the Create role icon.
iii. Enter the respective details on the FEATURES tab in the Create role page such as Role
name (AARI-pool-scheduler) and Role description.
iv. Select View my bots, Run my bots, and View Packages permissions under the Bots
section.
v. Click BOTS tab or Next button.
vi. Select Run and View content permissions for the Bots folder.
vii. Click RUN AS tab or Next button.
viii. In the Available bot runners panel, select the bot runner users that you created
earlier and then click the Right arrow.
ix. Click the USERS tab or Next button.
x. In the Available users panel, select the AARI scheduler user that you created earlier
and then, click the Right arrow.
xi. Click the Create role button.

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 xii. Click the Refresh icon in the All roles page. The newly created role is displayed in the
role list.

d. Create device pool

i. Login to the Control Room as the AARI Administrator user.
ii. Navigate to My devices page by clicking DEVICES > My Devices.
iii. In the My devices page, ensure that the devices are in connected state.
iv. Click My device pools in the Navigation page.
v. Click Create device pool.
vi. Enter the respective details in the Create device pool page such as Name and
description.
vii. Select the bot runner device from the Available bot runners panel and then click the
Right arrow.
viii. Ensure that the AARI Administrator user is the owner in the OWNERS tab.
ix. Click CONSUMERS tab.
x. Select the AARI scheduler role (AARI-pool-scheduler) from the Available roles section
and click the Right arrow.
xi. Click Create device pool.

e. Establish a secure connection between AARI Web and the Control Room
i. In the My device pools page, click the settings page link.
ii. Click Edit.
iii. Enter the AARI scheduler username and click Authorize.
The AARI process uses the device pool and unattended Bot Runners configured with
this user for each bot deployment.

Congratulations! You have now successfully created a bot runner along with a device pool as a user
with Control Room permissions for device management.