Table Of ContentGetting Started
GettingstartedwithAutomationAnywhere(AAforshort!)iseasy.Usingthetopicsinthissection,youcancreatesimpleautomated
tasksthatareusefulandexpandabletolarger,morecomplexprocesses.
InThis Section
l UnderstandingtheFeaturesandBenefits
l IntroductionAutomationAnywhereClient
l VerifyingSystemRequirements
l PreparingandInstallingtheAutomationAnywhereClient
l CommunicatingwiththeServer/ControlRoom
l ContactingAutomationAnywhere
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Understanding the Features and Benefits
AutomationAnywhereisintelligentautomationsoftware,providingunparalleledperformanceandscalabilityforgreatereffi-
cienciesinyourbusinessprocesses.
Capabilities:WhatDoesAutomationAnywhereOffer?
AutomationAnywherehelpsyoutooptimizethetimespentonrunningtasksbyprovidingthefollowingcapabilities:
l Transformarepetitive,20-stepprocesstoasinglemouseclickorkeystroke.
l Runscheduledtasksanytimebyusingpowerfultaskscheduling,evenwhencomputerislocked.
l Automatescriptsthatexistindisparateformats.
l Easilymanageautomatedprocessesacrossasinglemachineormultiplemachines,andacrossadivisionoranenterprise.
l Createautomationtasksinminutes:recordkeystrokesandmouseclicks,anduseeasy,point-and-clickwizards.
l Easilymanageautomationuserswithascalableserverthatprovidestruecollaboration.
l Maintaincentralizedsystemsforbackup,security,andresources.
l Captureandreuseautomatedprocessesinacentralrepository.
l Managejobschedulingandexecutebatchdataprocessingwithease.
l AutomateFTP/SFTPprocesses.
UniqueFeatures:HowDoWeDoIt?
AutomationAnywhereprovidesthefollowingfeatures,makingittheonlysolutioninthemarkettooffercompleteautomationcap-
abilities:
l SMARTAutomationTechnologythatquicklyautomatescomplextasks,withnoprogrammingrequired,andishighlyreliable
andaccurate.
l CentralizedEnterpriseControlRoomthatmakesiteasytosetupandmaintainautomatedprocesses,users,andclient
machines.
l Industry-leadingWebRecorderandObjectRecorderthatrecognizeobjects,evenwhentheymoveposition.
l Over550+actionsavailable,including:
1. ActiveDirectorysupportforuser/clientmanagement
2. Conditionsandloops
3. Userprompts
4. File,database,andsystemmanagement
5. High-speedreplayofautomatedtasks
6. Automaticemailnotifications
7. Taskchaining
8. Hotkeysetupandmanagement
9. User-definedandsystemvariables
10. Advancederrorlogging
11. PDFautomation
Benefits:WhyDoIWantToUseThisSolution?
l Enableyourteamstobe30-80%moreefficient.
l Eliminatehumanerrorindataentryprocesses.
l Improvecollaborationbetweenemployeesanddivisions.
l Increasetransactionspeeds.
l ReducecostsandachievehigherROIonyourexistingITsystems
l Integratemultiple,disparatesystemsanddata,includinglegacysystems,ERPsystems,partnerdata,andWebportals.
Value:WhatCanIDoWithAutomationAnywhereClient?
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AutomationAnywherehelpscompaniesachieveprocessconsistencyacrossateam,department,division,orenterprisebyauto-
matingandmanagingworkflows,processes,andtasks.
Someoftheprocessesyoumightconsiderautomatinginclude:
l Time-consumingdataentryprocesseslike:
1. Checkinginventory
2. Re-orderingsupplies
3. Formattingandrunningreports
l Loggingintowebsites,searchingwebsites,submittingwebforms,orupdatingrecordsonawebsite.
l ManagingERPfront-endprocesses,includingSAP,OracleApplications,Peoplesoft,MSDynamics,Salesforce,andmore.
l Automatingdatatransfers,includingimporting/exportingdatabetweenapplicationsorfiles.
l UsetheAutomationAnywhereObjectRecordertomanageandexecuteWindowscontrolsasabackgroundprocess.
l Automateroutinebackupsandfilemanagementtasks.
AutomationAnywhereisthemostcompletebusinessprocessautomationsolutionavailabletoday!
AlsoSee...
l InstallingtheAutomationAnywhereClient
l InstallingYourLicenseKey
l RegisteringaClientwiththeServer/ControlRoom
l StartingtheAutomationAnywhereClient
l UpgradingfromtheTrialVersion
l VerifyingAutomationAnywhereSystemRequirements
l CreatinganAutomationTask
l ContactingAutomationAnywhere
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Introduction to Automation Anywhere
AutomationAnywhereallowsyoutocreateautomatedtaskswithease.It'sintuitiveinterfaceprovidesyoutheessentialfeaturesto
record,modifyandruntasksthatrangefromsimpletomorecomplexones.
Thistopicwillgiveyouabird'seyeviewofAutomationAnywhere's'ClientDashboard'.Italsoprovidesthenecessaryinformation
todirectyoutorelatedtopics.
ClientDashboard- A Bird's EyeView
AssoonasyoulaunchAutomationAnywhere,itdisplaystheAutomatepage:
(ImageasseeninEnterpriseEdition)
Note: You can directly start creating tasks or open recent one's if any.
Uponpressingclose,theClientDashboardisdisplayed:
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(ImageasseeninEnterpriseeditionversion8.0)
Note: The user interface will vary depending upon the features available with the product. To
compare versions, check out our website
TheClientDashboardbasicallycomprisesoftheMenuBar,ToolBar,FolderPanel,TaskPanelandvariousFeaturePanels.Col-
lectivelytheseallowyoutocreate,record,runandmodifyyourtasks.
1. TheToolBar(locatedbelowthemenubar)isacombinationoftoolbuttonsandfunctionsforrecording,runningandmodifying
tasks:
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a. Recordtaskswithdifferentrecordingmethodsavailableonthe'Automate'window.
(Imageasseenfromversion7.5onward)
ReferSelectingRecordingMethodsfordetails.
b. Recordkeystrokesaswellasmouseclicksandmovements.
ReferUsingtheStandardRecorderfordetails.
l Runtheselectedtask
ReferRunningaTaskfordetails.
l ModifytheselectedtaskusingtheTaskEditor.
ReferUsingtheTaskEditorfordetails.
2. Accessthemostfrequentlyusedfunctionsonthetoolbar,suchas:
a. WebRecorder
Itunderstandsallwebcontrolsthusenablingyoutorecordweb-onlytasks.
ReferUsingtheWebRecorderfordetails.
b. ObjectRecorder
Itunderstandsallobjectsandwindowscontrols.Record,manage,runWindowsactionsinthebackgroundandrunother
programssimultaneously.
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ReferUsingtheObjectRecorderfordetails.
c. ROICalculator
Itdisplaysthereturnoninvestment(ROI)accruedthroughuseofAutomationAnywhere<text>.
ReferUsingtheROI Calculatorfordetails.
Note: While recording and running automated tasks ensure that you follow best practices doc-
umented in the help topic Best Practices for Recording/Running Tasks
Additionally,AutomationAnywhereoffersfeaturestotroubleshootintheformof'SearchHelp','Chat'and'ClientNotifications'.*
l AccesstheAutomationAnywhereonlineknowledgebasewiththe'SearchHelp'feature.
l ChatwithouronlineAutomationExpertswiththe'LiveAssist'feature.
l Receivetrialstatus,taskfailureandexternalnotifications.ReferenceAutomationAnywhereClientNotificationsfordetails.
*Availablefromversion7.5onward.
TheFolders Panel
AtthetopleftistheFolderspanel,whichlistsexistingtasksintheTaskListpanelonitstheright.Rightclickafoldertoopen,cre-
ate,renameordeletethatfolder:
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TheTask ListPanel
TheTaskList,whichtakesupmostoftheworkspace,displaysrelevanttaskdetailsincolumnssuchasFileName,Description,
CreatedAt,Duration,Size,Hotkeys(ifany)andStatusetc.
Tip: Select column view from View > Column Displayed
Locatedatthetop-mostrightcorneroftheTaskListarebuttonsthatenableyoutodelete,createanexeanduploadtheselected
task.
AlternatelyclicktheActiondrop-downbuttontocarryouttaskrelevantactionssuchasrun,edit,upload*,copy,rename,locateand
send.
TheFeatures Panel
Towardsthebottomleftaretheproductspecificfeatures:
a. Repository*
CommunicatewithyourServer/ControlRoomtoregister,uploadanddownloadtasks,requestaccessprivileges
etc.
ReferCommunicatingwiththeServerfordetails.
b. Reports#
Itprovidesgraphicalreportsthatdisplaythestatusoftasksandworkflows,aswellastheROIovertime.
ReferUsingtheReportDesignerfordetails.
c. TriggerManager/Triggers#
Itprovidesaunifiedviewofthetriggersthatareconnectedtoyourtasks.Useittoenableordisableselectedoralltriggers
aswellasadd,modifyanddeletespecifictriggersconnectedtoatask.
ReferUsingtheTriggerManagerandAddingTriggerstoaTaskfordetails.
d. Schedules#
Itisaconvenientfacilitytomanageautomatedtasksontimebasedschedulingcapabilities.Youcanscheduletorunthe
taskdaily,weekly,monthlyorwithatriggerevent.
ReferUsingtheScheduleManagerfordetails.
e. Workflows#
Ithelpsyoubuildprocessflowdiagramsinagraphicalenvironment.Theseyoucansubsequentlyusetobuildandrun
automatedtasksintheprogram.
ReferUsingtheWorkflowDesignerfordetails.
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*AvailablewithSmallBusinessandEnterpriseversionsonly.
#FeaturealsoavailableinStandardeditionversion8.1.2orhigher.
Panel for Task RelevantActivities
BelowtheTaskListsisapanelthatdisplaystaskrelatedProperties,ScheduleandTriggerintheformoftabs.
a. Properties
Viewandsetgeneralpropertiessuchasallocatingprioritystatusorspecificssuchasfrequency/conditionstorepeatthe
selectedtask,adjustingspeed,emailnotifications,hotkeys,securityparameterstoensureauthorizedusersrunthetask
etc.
ReferSettingTaskPropertiesfordetails.
b. Schedule
Scheduleyourautomatedtaskstorunatpreferredtimes,withoutrequiringsupervisionorintervention.
ReferSchedulingTasksusingtheSchedulerfordetails.
c. Trigger
Connectatriggertypetotheselectedtask.Itautomaticallyrunsthetaskinresponsetoaneventthatoccursonyourcom-
puter.
ReferAddingTriggerstoaTaskfordetails.
AnadditionaltabtowardsthebottomrightistheDescription/Notespanel,whichallowsyoutoenterfreetextforselectedtask.The
textcanbeeditedifandwhenyoumodifythetask.
ReferViewingandSettingGeneralPropertiesfordetails.
AlsoSee...
l VerifyingSystemRequirements
l CheckingtheCurrentSoftwareVersion
l UpgradingtoaLicensedVersion
l CreatinganAutomationTask
l UsingSpecialKeys
l DefiningClientHotkeys
Disclaimer: Theimagesdisplayedmayvaryfromtheactualproductbecauseofregularupdates.
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Preparing and Installing the Automation Anywhere Client
ThesetopicswillhelpyoudetermineifyoursystemmeetstherequirementsforinstallingtheAutomationAnywhereClientandwill
helpyoucompletetheinstallation.
AlsoSee...
l VerifyingSystemRequirements
l InstallingtheAutomationAnywhereClient
l CheckingtheCurrentSoftwareVersion
l InstallingaLicenseKey
l LicenseAgreement
l PrivacyandSecurity
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Description:Select your Automation Anywhere Product (the default program folder) and click on "Uninstall Automation Anywhere. ". 3. Follow the If using Microsoft Office 2010 and above, you will be required to install the component separately; click here for details. Sub-Commands .. Page 247