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Set Up Your Document Automation Environment

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29 views

Set Up Your Document Automation Environment

Uploaded by

arborvitaelane
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Automation 360

June 14, 2024


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Content

Set up your Document Automation environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4


Automation 360 - Set up your Document Automation environment

Automation 360
Set up your Document Automation environment
Document Automation is installed simultaneously with the Control Room. Configure the users, roles, and
devices, and connect the Control Room with Automation Co-Pilot for Business Users.

Document Automation is installed simultaneously with the Control Room and shares the Control Room
database. There are no additional installation tasks for Control Room Cloud customers.

Note: To install Document Automation in an On-Premises server, note the following:

• The Control Room stores Document Automation output data.


• You must install the Control Room in a configuration that points to the location where
Document Automation data is stored. Ensure there is sufficient storage space.
• The minimum necessary storage space depends on the processing volume, document size,
and use case. As a guide: an environment that processes 100,000 pages per month, with a
30-day data lifespan, requires 500 GB of storage space.

Procedure

1. Log in to Document Automation through the Control Room.


You will receive an email from Automation Anywhere with your URL and credentials. Open the Control
Room URL in your browser, enter your credentials in the login screen, and click Log in.
2. Upload the Document Extraction package to the Control Room: Upload the IQ Bot packages to the
Control Room
3. Create a custom role that allows users to check in and check out bots, manage packages, and validate
documents.: Create a custom role for Document Automation

Note: If you see the error An unexpected problem occurred. Error:


generic.server.exception., ensure that you are using a role that has the required
permissions. See Getting error "An unexpected problem occured. Error:
generic.server.exception." while go to validation queue using Validator user roles.

4. Create the users necessary to complete the end-to-end process of creating and publishing a learning
instance: Document Automation users

© 2024 Automation Anywhere. All rights reserved. 4


Automation 360 - Set up your Document Automation environment

Note: When creating the Unattended Bot Runner user, provide the device
credentials. You will connect the Unattended Bot Runner to the device in the next step.

5. Configure the unattended Bot Runner user device and device pool to allow the learning instance to
function in public mode:
a. Using Remote Desktop Protocol (RDP), open the virtual machine where the unattended Bot
Runner will run.
b. Log in to the Control Room as the Document Automation Admin user you created
previously.
c. Navigate to Manage > Devices and click Connect local device. Follow the steps in the wizard to
connect the Control Room to your device.
d. Click Refresh to verify that your device is connected.
e. Click Create device pool and perform the following steps:
i. Enter a name for the device pool.
ii. Click Devices and then the arrow to move the device to the Selected column.
iii. Click Consumers and then the arrow to move auto-document-processor to the
Selected column.
iv. Click Create device pool.

You can perform the following steps in the virtual machine or you can return to your device. If you perform
the following steps on your device, ensure that you log in to the Control Room as the Co-Pilot Admin user.

6. Open Automation Co-Pilot for Business Users to connect it with the Control Room.
a. Navigate to the Automation Co-Pilot interface by adding /aari after your assigned Control
Room URL.
b. Navigate to Manage > Process > Global scheduler and click Edit.
c. Select the Scheduler user that you created previously and click Save.
A message indicating that a successful connection has been established is displayed.
7. Create a team in Automation Co-Pilot to grant the Validator user access to the documents
awaiting validation.
a. Navigate to Manage > Teams.
b. Click Create new team.
c. Enter a team name and description.
d. From the Team admin drop-down menu, select an administrator for this team.
e. Click Create & edit.
f. Click the General tab and select the Shared request visibility option.
g. Click the Users tab and click the plus (+) icon to add the Validator user that you created
previously and click Save.

© 2024 Automation Anywhere. All rights reserved. 5


Automation 360 - Set up your Document Automation environment

Next steps

If users will create learning instances that use the Google Document AI model and you did not purchase
Google Document AI licenses through Automation Anywhere , follow the steps to Configure key for
Google Document AI.

Log in to the Control Room as the Learning instance creator user and begin creating learning
instances: iq-bot-workflow.html#wtk1682768249677__sec-using-iqb

• Create a custom role for Document Automation


You must create a custom role in Document Automation to work with bots, packages, and so on.
• Document Automation users
With the required roles, permissions, and licenses, Document Automation users can perform various
tasks. Users and roles are defined in the Administration tab.
• Configure key for Google Document AI
If the learning instance uses a Google Document AI model and you did not purchase Google
Document AI licenses through Automation Anywhere , follow these configuration steps.

Parent topic: Document Automation


Related tasks
Installing additional licenses
Related reference
Automation 360 licenses

© 2024 Automation Anywhere. All rights reserved. 6

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