After creating the first workflow in
RPA Designer, you need to create and configure a process in
RPA Web Manager.
All unattended automations are associated with tasks for a specific process. Therefore, it is necessary to create the process entity before you can start unattended automation.
The process in Web Manager holds the configuration for use across all instances (individual computers) and agents (user logins).
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In
Hyland RPA Web Manager, in the left pane, select
Processes.
The Processes pane is displayed.
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On the right side, click
.
The Create Process dialog box is displayed. - In the Name field, enter First Process.
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Do one of the following:
- To create an attended process, click Attended.
- To create an unattended process, click Unattended.
- From the Status drop-down list, select Active.
- Optional. In the Department field, enter the department in which the process is executed.
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If you are creating an unattended process, do one of the following:
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Select a Group from the drop-down list.
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Click Create group to create a new group.
Note: Do not select or create a group for an attended process. -
- Optional. In the Process owner field, enter the process owner.
- Optional. In the Description field, enter a descriptive text.
- Clear Create DCO Task Configuration and select Create PRO Task Configuration, since the process we built in RPA Designer is of type PRO, not of type DCO.
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Click
Create process.
The process is created and the Process details pane is displayed. The Automation status area provides an overview of the status and links to the required steps.
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To resolve the process status issues:
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In the Process status area, click
Upload version.
The Upload file dialog box is displayed.
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Select the .ampro file you created in RPA Designer.
Note: You can find the file location in the Recent Projects view in RPA Designer.
- Select Set version active and use it for next task execution.
- Click Upload file.
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Verify that the Process status displays
No issues now.
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In the Process status area, click
Upload version.
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To resolve the activity status issues:
- Log on to the Customer Portal.
- In the left pane, select Hyland RPA Platform.
- In the Hyland RPA Designer pane, click Download.
- In the Latest Release pane, in the ZIP section, click Download next to the Activities entry.
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In RPA Web Manager, in the Activity
status area, click Upload
activity.
The Upload file dialog box is displayed.
- Select the .zip file you just downloaded.
- Click Upload file.
- Verify that the Activity status displays No issues now.
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To resolve the group status issues:
- Verify that the RPA Conductor is installed.
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Create a group, selecting your previously created process and agent.
See the Groups chapter of the RPA Platform documentation for more information.
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In RPA Web Manager, in the Group
status area, click Add process to
group.
The Add process to group dialog box is displayed.
- Select a group.
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Click Add process to group.
If you have selected an inactive group, the Group status is displayed as follows:
- Click Set group active.
- Verify that the Group status displays No issues now.
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Create a task, selecting your previously created process and the task type
PRO.
See the Tasks chapter of the RPA Platform documentation for more information.After a few seconds, the conductor executes the task and updates its status to Running and then to Finished.
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In the Tasks pane, select the previously executed
task.
The Task details pane is displayed.
- Review the task details for issues.