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Setting up Hotkeys. Setting Security Features for a Task. Enable analytics for tasks. Schedule a task. Delete file triggers email notification. Add email trigger. Trigger Excel example. Create an automated task. Record a task. Using the smart recorder. Smart recording example. Using the Web Recorder. Secure recording mode. Recording tasks guidelines. Extracting Data from Websites. Extracting Pattern-Based Data. Extracting Regular Web Data. Extracting Table Data.

Run a task. Send a task. Copy or rename a task. Stopping a Task. Stopping a task manually. Debugging a task. Using the Error View. Tour of the Workbench. Customizing the Task List. Locating a Task. Changing Window Titles. Using Caps Lock in Your Tasks.

Editing Multiple Commands Bulk Edit. Saving a TaskBot. Deleting a TaskBot. Create a bot. Editing TaskBots. Using the task Actions List. Using filters in the Workbench. Manage bot dependencies. Scheduling Tasks to Run.

Best practices for running tasks. Using the Schedule Manager. Using the Trigger Manager. Calling Tasks from Programs or Scripts. Uploading - Pending Changes or Files. Upload and download bots, workflows, and dependencies. Automatically update TaskBots. View version history of files. Uploading comments.

Troubleshooting Scheduled Tasks. Enabling version control in Automation Anywhere Control Room. Viewing System Logs. Debugging TaskBot. Communicating with the Server. Uploading and downloading tasks to the Server. Comparing files that reside on the client and server. Enabling Remote Desktop Connections.

Active Directory command. Creating a New User. Modifying a User. App Integration command. Clipboard command.

Comment command. Database command. Connecting to a database. Email Automation command. Get email from a mail server. Delete emails from a mail server. Error Handling command. Excel command. Excel command - Contains Header. Example: Extracting data from Excel to a web form. Export Dataset command. File and Folder command.

Setting a Wait Time for Conditions. Image Recognition command. Using the Image Recognition command. Import DataSet command. Internet Connection command. Insert Keystrokes command. Launch Website command. Log-to-File command. Loop command. Manage Window Controls command. Message Box command. Mouse command. Object Cloning command. Prerequisites for using Object Cloning. Using the Object Cloning command. Using object play mode.

Using coordinate play mode. Using image play mode. Using Delay setting. Using Set Text action. How Select Technology works in Object Cloning command. Troubleshoot Select Window display. Troubleshooting PowerBuilder platform controls. Expand action with combo box. Select Item By Text action with combo box. Get Selected Item action with combo box.

Select Item By Text action with page tab. Set or Append text with text box. OCR Command. Using the OCR Command. Pause command. PDF integration command. Converting a PDF to an image command. Extracting Form Fields command.

Extracting Text command. Merging documents command. Splitting documents. Encrypting a document command. Decrypting a document command. PGP command. Play Sound command. Printer Settings command. Prompt command. Run Script command. Run Task command. Using the Run Task Command. SAP Integration Command. Using the connect command.

Using custom workflow. Using SAP remote function call. Using GUI Automation. Actions available for captured objects. Screen Capture command. Send Email command. Services command. SNMP command. Stop Task command. String Operation command. System command. Terminal Emulator command. Using Connect command. Using Set Field command. Using Send Text command. How send key works in Send Text command.

Using Wait command. Variable Operation command. Set comma behavior in Variable Operation command. Web Recorder command. Windows Actions command. Workload command. Insert work item command. Example: Add work items to a queue. Set work item result command. XML command. Using Variables. Using the Variable Manager. Types of Variables. User defined variables. Value Type variables. Create a Value Type variable using file assignment.

Create a Value Type variable using direct assignment. List Type Variables. Array Type Variables. Random Variables. Pre-Defined User Variables. Dictionary Type Variables. Restoring Deleted Variables. Types of system variables.

Date and Time System Variables. System Variables - Loop. Email System Variables. Excel System Variables. Trigger Variables. PDF System Variables. Credential variables. Working with Variables. Reinitializing Variables. Resetting System Variables. Assigning Variables in a Task. Reading Variables from an External File. Watching Variables. Passing a Variable to a VB Script. Passing a Variable between Running Tasks.

Array variable with Loop command. Using Array Type Variables. Create new variables. Variable usage considerations. Using special features. Using the OCR Feature. Using Image Recognition. Using SnapPoint. Using the Report Designer. What is a Report? Running Reports. Saving Reports. Sending Email Notifications for Reports. Scheduling a Report to Run. Triggering a Report to Run. Viewing a Report Graphically.

Using the Workflow Designer. Using the ROI calculator. Rename module in BAPI manager. Deleting module in BAPI manager. Using Bot Store. Organizing Bot Store Digital Workers and bots. Viewing and playing protected bots. Creating a bot package. MetaBot usage guide. MetaBot Overview. Understand the MetaBot Designer. Add a Screen using OCR.

Additional features and functions in MetaBot Designer. Object properties configuration. Calibrate screens. Folders and MetaBots. Workbench and creating Logic. Record Logic. Actions in the Workbench. Upload considerations for MetaBots. Metabot Variables. Adding, Editing and Deleting Variables. System Variables. Variables - Parameter Types. Passing parameters from and to MetaBot Logic. Metabot in Control Room. Uploading MetaBots to Control Room.

How to add MetaBot folder permissions to a role. Metabot in Enterprise Client. AISense overview. Renaming MetaBots. Deleting MetaBots. Viewing version history of MetaBots. Add MetaBot Logic Properties. Resolving technical issues. Using Automation Anywhere Consulting Services. Requesting Live 1-on-1 Demos. Troubleshoot Enterprise Client.

Enterprise Client administrator mode error in mapped network. Target application works incorrectly. Troubleshooting Excel Command Tasks. Update Enterprise Client settings file for Excel command. Troubleshoot Enterprise Client errors with Automation Anywhere diagnosis utility. Enterprise Client login errors. Enterprise Client Frequently Asked Questions. Logging into Windows when Application Paths Change. Resolve File and Folder trigger issues.

Enterprise Client: Files added to anti-virus exceptions list. Using Bot Insight. Role-Based Access Control. Operational Analytics. Home dashboard. Bots dashboard. Devices dashboard. Audit dashboard. Operation dashboard. Customizing the Operation dashboard. Business Analytics. How Business Analytics works. Configuring a task for business analytics.

Running the task and analyzing data. Viewing a dashboard. Viewing a dashboard from Enterprise Client. Customizing a dashboard. Configuring the time zone.

Editing a dashboard widget. Editing data profile. Viewing ranks of string datatype values. Previewing data. Verifying the data populated in customized dashboard. Publishing a business analytics dashboard. Uploading task on Control Room for deployment. Running the analytics task from Control Room. Reviewing data in published dashboard. Sharing a dashboard. Bookmarking a dashboard. Viewing a bookmarked dashboard. Saving a dashboard. Comparing dashboards. Deleting a dashboard.

Center of excellence dashboards. Viewing default COE dashboard. Viewing a published CoE dashboard. Configuring a COE dashboard. Adding business information to CoE dashboard. Viewing business analytics dashboard from CoE dashboard. Customizing COE dashboard. Managing COE dashboards across environments. Exporting a COE dashboard. Importing a COE dashboard. Publishing COE dashboard.

Bot lifecycle management. Exporting bot. Importing bot. Bot Insight APIs. Bot Insight API details. Data connector for Power BI. Deploy Power BI connector. Configure Power BI connector. Configuring ports for Zoomdata. Blank page appears in dashboard. Connection error in dashboard widget. Dashboards appear in double. Configure and Analyze tabs missing. Websocket error in dashboard. Troubleshooting Bot Insight installation. Human-Bot Collaboration. Human-Bot Collaboration Release Notes.

Human-Bot Collaboration Version Distributed architecture. Human-Bot Collaboration Server. Installation prerequisites. Hardware and software requirements. Human-Bot Collaboration Server prerequisites. Human-Bot Collaboration client prerequisites. Human-Bot Collaboration ports, protocols, and firewall requirements. Human-Bot Collaboration compatibility matrix.

Installing Human-Bot Collaboration. Uninstall Human-Bot Collaboration. Configuring Human-Bot Collaboration. Verify installed Windows services. Verify Human-Bot Collaboration services.

Configure Human-Bot Collaboration Server. View log files and locations. Getting started with Human-Bot Collaboration. Overview of user roles. Creating Admin user. Creating a user account. Editing or deleting a user account.

Creating a new team. Editing or deleting teams. Creating and publishing a new form. Editing or deleting a published form.

Managing publications. Editing or deleting a publication. Creating and publishing a task list. Editing or deleting a task list. Creating a new category. Editing or deleting a category. Working with Enterprise Client. Human-Bot Collaboration MetaBots. Chat MetaBot. Forms MetaBot. Task List MetaBot. Using tables in the Designer. Using the Automation Anywhere Mobile app. Mobile app FAQ. Connecting to a Control Room. Developer documentation. News, resources, and trends.

Get started creating, modifying, and understanding bots. Build a basic bot using the Enterprise Client. Build your first bot using Web Recorder. Build your first bot using Object Cloning command. Build a bot to extract and translate text. Build a bot to download and extract data from a CSV file.

Build a bot to extract HTML data and perform currency conversion. What was learned from building a basic bot. Edit a basic bot using the Enterprise Client. Modify a basic bot to process dynamic data. Build a basic MetaBot to automate input to a web page using the Enterprise Client. Create a basic MetaBot.

Add an asset to a MetaBot. Create Logic for a MetaBot. Import data to a MetaBot. Replace task steps with a MetaBot. Verify a basic MetaBot. Recommended standards for bot design, creation, and submission. Start with Sample bot from Bot Store. Enable bots to run on other computers.

Modular Bots are a must. Use variables liberally. Variable names. Passing parameters from TaskBots to MetaBots. Use Credential Vault to store user IDs, passwords, and other sensitive data. Follow secure coding practices. Error handling. Bot configuration. Code comments. Create a Readme file. Other considerations for bot design and development. Checklist for Bot Store submissions. Get certified as a bot developer. Build advanced bots with the Enterprise Client.

Create a simple DLL. Add Logic and local variables to a basic MetaBot. Manage variables in a basic MetaBot. Assemble a basic MetaBot. Verify a basic MetaBot works. Build and test DLLs. Create an advanced MetaBot.

Add Logic and variables to an advanced MetaBot. Manage variables in an advanced MetaBot. Assemble an advanced MetaBot. Verify an advanced MetaBot output. Advanced MetaBot summary and best practices. Why Build on Automation Anywhere? Automation Anywhere Digital Worker overview. High-level architecture of a Digital Worker.

Building Digital Workers for the Bot Store. Plan a Digital Worker. Using the checklist and Readme template. Building with modular logic. ReadMe files. Digital Worker packaging. Posting to the Bot Store. Security architecture. Security architecture model. Network security overview.

Data protection and access control. Independent categories for Bot Creators and Bot Runners. Role Based Access Control.

RBAC on bots. Role-based processing domains. RBAC on Audit log. RBAC on viewing bot activity. RBAC on user management. RBAC on roles and permissions management. RBAC on bot schedules. RBAC on license management. Secure application partitioning. Stealth mode for automation. Disable mouse and keyboard.

Configurable automation timeout. Centralized control on automation running remotely. Bot execution access by dynamic access token.

Secure credential store Credential Vault. Credential Vault encryption. Credential storage. Credential provisioning to bots. Security at-rest. Credentials Storage in CV. Workload management.

PGP action. Secure recording. Security in-transit: support for secure protocols. Authentication with Control Room. Securing communication between Control Room and Enterprise Client. Securing communication between Control Room and database. Change management. Identity and authentication. Supported authentication methods.

Password hashing. Authentication failure messages. Auto logoff. Authentication for Bot Creators. Authentication for Bot Runners.

Dynamic access token authentication of Bot Runners:. Streamline operations and improve margins by automating new service provisioning contact center experiences data entry remote diagnostics ticketing.

Enhance patient experience and increase compliance by automating patient preauthorization claims processing medical record and data management operational analytics.

Drive digital transformation and lower cost of ownership by automating repetitive front-office tasks labor-intensive back office processes modern and legacy applications.

Drive connectivity and performance by automating procurement financial processes human resources mission processes. Fuel innovation and operational agility by automating supply chain management back-office productivity clinical trial data handling pharmacovigilance PV and complaint handling product safety issue tracking regulatory compliance lifecycle management.

Find out where your robotic process automation program is mature, and where to focus going forward. RPA is one of the key tools we have in our toolkit which enables broader digitization of our internal processes. RPA brought speed to our operations. The complex processes in treasury and tax are now more accurate and efficient. The only way to scale that much is to do things better. Automation is allowing us to do that.

It just took 3 weeks for small and medium-sized processes to be automated. The heaviest processes took only 9 weeks. The results were delivered fast, giving us the opportunity to assess the fast pace. Manager, IT. Combining RPA with cognitive automation and analytics gives us the foundation to transform how we serve customers. Once we got a few groups on board with RPA, that was really a game changer for us. People started to see the results and the excitement was contagious.

Maximize return on your automation investment with the most comprehensive customer success program. A world-class intelligent automation platform comes with world-class training.



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