Prerequisites for Connecting an UiPath Robot
The following list of requisites is necessary to be able to start the UiPath Robot connection process in BotReady.
- Technical user group, authorized to manage and administrate Robots.
- UiPath Environment: You must know the UiPath Environment to which BotReady will connect and on which the Robot is configured.
- UiPath Package: You must know the name of the UiPath Robot Package.
Note: You can find information on how to configure the UiPath Environments in Section: Administrator Guide - Environment Administration
Administration – New Robot
To begin connecting a Robot, click on the New Robot button on the Bot Console page. The screen to configure it, which has different tabs, is shown below.
1. Robot Data
In this tab, you will configure the UiPath robot data:
|SELECT NEW ROBOT||Possible options: UiPath, BluePrism, Power Automate, Automation Anywhere, SQLServer Stored Procedure, UFT, WWW Alive, Web Service, Zafiro.|
|ROBOT NAME||Enter the name with which the Robot will be recognized.|
|GROUP||Select from a drop-down list the Group to which the Robot will belong.|
|ROBOT DESCRIPTION||Enter a short description of the Robot being connected. For example: Purchase Order Invoice Generator.|
|OPERATION TIME IN MINUTES||Enter how long (in minutes) it takes a person to execute a transaction of the operation the Robot is automating.|
|OPERATION NAME||Enter a description of the operation the Robot is executing. For example: Generation of a Purchase Order Invoice.|
|OPERATION NAME (PLURAL)||Enter a plural description of the operation the Robot is executing. For example: Generation of Purchase Order Invoices.|
In this tab, you must enter the information that allows connecting BotReady to the UiPath Robot.
|UiPath Environment||Select, from the drop-down list, one of the UiPath Configured Environments.|
|Package||Enter the Name of the UiPath Package you wish to execute through BotReady.|
Note: To see how to create an Environment, refer to Section: Administrator Guide - Environment Administration
3. Work Schedules
In this tab, you must configure the Robot's execution schedules and behavior.
|SCHEDULED BY BOTREADY?||It allows you to configure if BotReady is in charge of the execution.||YES/NO|
|WORKING?||It allows you to select whether or not the Robot will be active and working.||YES/NO|
|TIMING||It allows you to select the type of work schedule for the Robot. (See Note)||Every X Minutes/Customized/All the Time|
|RETRIES WHEN ERROR||It allows you to enter the number of times the Robot will re-attempt to process the operation when it finds an error.||Free value|
|IF THE EXECUTION ERROR PERSISTS||It allows you to select the action to be taken if the error persists after exceeding the established number of attempts.||Stop/Continue working|
Note: You can find more information on how to configure the Robot's Work Schedules in Section: Administrator Guide - Robot Execution Schedule
In this tab, you can configure the notifications the Robot will send in each event and how it will perform the notification (through a contact channel).
|EVENT TO NOTIFY||Select which event will be notified by the Robot. Possible Options: When executing an error transaction, When executing a successful transaction, At the end, At the beginning, When an unexpected error occurs, When a robot does not finish the transaction after more than X minutes have passed, When a robot does not finish/is not executing the transaction after more than X minutes have passed.|
|COMMUNICATION CHANNEL||Select the channel to be used to send the notification to the user. Available options: Dashboard/Email/Mobile App. (See subsection Communication Channel)|
|NOTIFY TO||Select which user the Robot will notify. Available options: Mail/User, Robot Owner User, Robot Executor User. (See subsection Communication Channel)|
4.1 Communication Channel
This feature allows you to configure how the Robot's notifications will be sent. The possible options are detailed below:
When you choose this option, the event notification will be shown on the “Notifications Panel”.
When “Dashboard” notifications are configured, they may have 3 criticality levels (Low, Medium, High).
When a notification of that criticality is generated, it will be grouped under the corresponding level in the Notifications Panel.
Type of Criticality
Select the Criticality Level of the notification.
The available options are:
- Low: the notification will be displayed under the KPI in Yellow on the Panel.
- Medium: the notification will be displayed under the KPI in Orange on the Panel.
- High: the notification will be displayed under the KPI in Red on the Panel.
Note: You can find more information about the Notifications Panel in Section: User Guide - Notifications Panel
The notification of the event will be sent by email to the configured accounts.
Upon choosing this option, the Notify To field is enabled, with the following available options to choose from:
- Mail: in the field located to the right of “Notify To”, you may write the email address of only one recipient, or the email addresses of several recipients, using “;” as an address separator.
- Robot Owner User.
- Robot Executor User.
4.1.3 Mobile APP
The notification of the event will be a PUSH type notification in the Mobile App.
- Upon choosing this option, the Notify To field is enabled, with the following available options to choose from:
- User: in the field located to the right of “Notify To”, you must write the User Name (System or Domain user) that will receive them.
- Robot Owner User.
- Robot Executor User.
For every new event to be notified (with its corresponding communication channel), you must click on the Add button.
You may delete all the notifications by clicking on the button. Delete Notification
The last step to successfully finish the creation and configuration of the Robot is to click on the Finish button on Tab 4: Notifications. On the Robot Administration page, the new Robot will appear as follows: