Automation Anywhere Enterprise Client User Manual AAE 11 LTS Guide

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AUTOMATION ANYWHERE ENTERPRISE
11 LTS
Bot Creator/Bot Runner - User Guide
Product Version
Document Version
Date of Publication
Update(s) to Document Edition

Copyright © 2018 Automation Anywhere, Inc.

11.1.0.0
1.0
30-04-2018
First Edition

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https://support.automationanywhere.com

Section: Introduction to Enterprise Client

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Introduction to Automation Anywhere
Automation Anywhere allows you to create automated tasks with ease. It's intuitive interface provides you the essential features to
record, modify and run tasks that range from simple to more complex ones.
This topic provides a summary of features available in Automation Anywhere Client . It also provides the necessary information to direct you to related topics.
Note: For prerequisites and setup details, refer the Automation Anywhere Enterprise - Installation
Guide that is shipped with the product.
Client Dashboard - Overview

The Client Dashboard basically comprises of the Menu Bar, Tool Bar, Automate & Manage Panels, Task Panel, and Feature Panels.
Collectively these allow you to create, record, run and modify your Bots.
The Tool Bar
The Tool Bar (located below the menu bar) is a combination of tool buttons and functions for recording, running and modifying tasks:

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Record tasks with different recording methods available on the 'Automate' window.

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Refer Selecting Recording Methods for details.
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Record keystrokes as well as mouse clicks and movements.

Refer Using the Screen/Standard Recorder for details.
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Run the selected task

Refer Running a Task for details.
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Modify the selected task using the Workbench.

Refer Using the Workbench for details.
ROI
It displays the return on investment (ROI) accrued through use of Automation Anywhere. Click to launch the ROI calculator.

Refer Using the ROI Calculator for details.
Note: While recording and running automated tasks ensure that you follow best practices documented
in the help topic Best Practices for Recording/Running Tasks.
Additionally, Automation Anywhere offers features to troubleshoot in the form of 'Search Help', 'Chat' and 'Client Notifications* '.

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Access the Automation Anywhere online knowledge base with the 'Search Help' feature.

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Chat with our support executives with the 'Chat' feature.

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Receive trial status, task failure and external notifications. Reference Automation Anywhere Client Notifications for details.

Automate
The Automate panel allows you to automate your processes by combining TaskBots, MetaBots, and Workflows.
You can find all automation tasks under the Tasks tab. These are displayed in folders; clicking each folder will navigate to the relevant
Task List visible to the right. Right click a folder to open, create, rename or delete that folder:

A. Tasks
The Tasks list, which takes up most of the work space, displays relevant task details in columns such as File Name, Description,
Created At, Duration, Size, Hotkeys (if any) and Status etc.
Tip: Select column view from View > Column Displayed

Located at the top-most right corner of the Task List are buttons that enable you to delete, create an exe and upload the selected task.
Alternately, click the Action drop-down button to carry out task relevant actions such as run, edit, upload*, copy, rename, locate and
send.

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B. MetaBots
The My MetaBots List shows the MetaBots that are designed by you. A MetaBot is an automation blueprint of an application that can
be re-used to optimize processes. They help you standardize your processes end to end.
MetaBots enable you to create automation building blocks that capture information in the form of visuals or application APIs. These can
thereon be integrated as commands and further leveraged by varied processes to deliver value at multiple levels.
Refer Introducton to MetaBot Designer for details.
C. Workflows
It helps you build process flow diagrams in a graphical environment. These you can subsequently use to build and run automated
tasks in the program.
Refer Using the Workflow Designer for details.
Manage
Manage panel has features that allow you to manage your automated bots. These include:
A. Repository
Communicate with your Control Room to upload and download TaskBots, MetaBots, IQBots, and Workflows.
Refer Uploading and Downloading Tasks and Dependencies for details.
B. Schedules
It is a convenient facility to manage automated Bots on time based scheduling capabilities. You can schedule to run the TaskBots daily,
weekly, monthly or with a trigger event.
Refer Using the Schedule Manager for details.
C. Triggers
It provides a unified view of the triggers that are connected to your tasks. Use it to enable or disable selected or all triggers as well as
add, modify and delete specific triggers connected to a task.
Refer Using the Trigger Manager and Adding Triggers to a Task for details.
D. Reports
It provides graphical reports that display the status of tasks and workflows, as well as the ROI over time.
Refer Using the Report Designer for details.
E. Control Room
This launches the Control Room to which you are connected. Use the credentials provided by the Control Room admin to login.
Panel for Task Relevant Activities
Below the Task List is a panel that displays task related Properties, Schedule and Trigger in the form of tabs.
A. Properties
View and set general properties such as allocating priority status or specifics such as frequency/conditions to repeat the selected task,
adjusting speed, email notifications, hotkeys, security parameters to ensure authorized users run the task etc.
Refer Setting Task Properties for details.
B. Schedule
Schedule your automated tasks to run at preferred times, without requiring supervision or intervention.
Refer Scheduling Tasks using the Scheduler for details.
C. Trigger
Connect a trigger type to the selected task. It automatically runs the task in response to an event that occurs on your computer.
Refer Adding Triggers to a Task for details.

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Description/Notes Panel
An additional tab towards the bottom right is the Description/Notes panel, which allows you to enter free text for selected task. The text
can be edited if and when you modify the task.
Refer Viewing and Setting General Properties for details.

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Understanding the Features and Benefits
Automation Anywhere is intelligent automation software, providing unparalleled performance and scalability for greater efficiencies in
your business processes.
Capabilities: What Does Automation Anywhere Offer?
Automation Anywhere helps you to optimize the time spent on running tasks by providing the following capabilities:
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Transform a repetitive, 20-step process to a single mouse click or keystroke.

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Run scheduled tasks anytime by using powerful task scheduling, even when computer is locked.

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Automate scripts that exist in disparate formats.

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Easily manage automated processes across a single machine or multiple machines, and across a division or an enterprise.

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Create automation tasks in minutes: record keystrokes and mouse clicks, and use easy, point-and-click wizards.

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Easily manage automation users with a scalable server that provides true collaboration.

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Maintain centralized systems for backup, security, and resources.

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Capture and reuse automated processes in a central repository.

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Manage job scheduling and execute batch data processing with ease.

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Automate FTP/SFTP processes.

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Download, upload, schedule & run tasks in multi-user environments like Citrix and Terminal Server.

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Scale and extend AAE platform with MetaBots Designer to serve unique business needs. Learn more.

Unique Features: How Do We Do It?
Automation Anywhere provides the following features, making it the only solution in the market to offer complete automation capabilities:
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Automation Technology that quickly automates complex tasks, with no programming required, and is highly reliable and accurate.

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Centralized Enterprise Control Room that makes it easy to set up and maintain automated processes, users, and client machines.

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Industry-leading Web Recorder and Object Recorder that recognize objects, even when they move position.

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Over 550+ actions available, including:

1. Active Directory support for user/client management
2. Conditions and loops
3. User prompts
4. File, database, and system management
5. High-speed replay of automated tasks
6. Automatic email notifications
7. Task chaining
8. Hotkey setup and management
9. User-defined and system variables
10. Advanced error logging
11. PDF automation

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Benefits: Why Do I Want To Use This Solution?
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Enable your teams to be 30-80% more efficient.

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Eliminate human error in data entry processes.

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Improve collaboration between employees and divisions.

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Increase transaction speeds.

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Reduce costs and achieve higher ROI on your existing IT systems

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Integrate multiple, disparate systems and data, including legacy systems, ERP systems, partner data, and Web portals.

Value: What Can I Do With Automation Anywhere Client?
Automation Anywhere helps companies achieve process consistency across a team, department, division, or enterprise by automating
and managing workflows, processes, and tasks.
Some of the processes you might consider automating include:
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Time-consuming data entry processes like:

1. Checking inventory
2. Re-ordering supplies
3. Formatting and running reports
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Logging into websites, searching websites, submitting web forms, or updating records on a website.

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Managing ERP front-end processes, including SAP, Oracle Applications, Peoplesoft, MS Dynamics, Salesforce, and more.

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Automating data transfers, including importing/exporting data between applications or files.

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Use the Automation Anywhere Object Recorder to manage and execute Windows controls as a background process.

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Automate routine backups and file management tasks.

Automation Anywhere is the most complete business process automation solution available today!

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Verifying Automation Anywhere System Requirements
This section helps you determine whether your system has the proper hardware and software to install Automation Anywhere. Before
installing the Automation Anywhere, verify that your environment supports the following requirements.
Operating Systems

(32-bit and 64-bit OS versions are supported.)
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Microsoft Windows Server 2016 - Datacenter Edition

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Microsoft Windows 10* - Pro / Enterprise Edition

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Microsoft Windows Server 2012 R2 - Standard Edition

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Microsoft Windows Server 2012 - Standard Edition

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Microsoft Windows Server 2008 R2 - Standard Edition

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Microsoft Windows 8.1/ 8 - Pro / Enterprise Edition

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Microsoft Windows 7 SP1 - Standard / Professional Edition

*With certain limitations, viz. Microsoft Edge Automation and triggers on Windows 10 Apps are not supported.
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Processor speed: Recommended - 3.5 GHZ+ with 4 Cores and above

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RAM Recommended: 8 GB or higher

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Hard Disk capacity: 300 MB of free hard disk space for installation

Note:
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On an average, an Automation Anywhere script is approximately 100-150 KB. Additional free disk space is required to develop
automation projects, as Automation Anywhere creates temporary files like screen-shots, server logs, audit files etc. during the execution of the automation scripts.
The actual free space required increases with the project size and hence it is recommended to have at least 40-50 GB of free disk
space to implement long term projects.
You might have to upgrade to a higher configuration post installation depending upon product usage. For instance, in MetaBot
Designer - generation of log files, Logic creation, and so on might require more disk space later.

Browser Support
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Internet Explorer - 10 and 11
Chrome* - 49 and above
* Automation through Chrome is not supported in MetaBot.
Firefox - 45, 46, and 47
Edge# # Only for Microsoft Windows 10

Plugins
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Silverlight* - 5.1.x

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Adobe Flex - 24

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Internet Explorer 11 - 11.0

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Chrome - 49 and above

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MODI - 12.0

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TOCR - 5.0

* Automation through Silverlight is not supported in MetaBot.

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Technology Support
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Windows

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OCR

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HTML

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.NET

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WPF

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Flex

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Silverlight

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Java 1.6 (JRE 6.0.450) or later versions - Desktop and Web

Other Requirements
1. .NET Framework 4.6 and 4.6.1 (for Windows 8.1 and Window Server 2012 R2)
Note: The .NET Framework 4.7 update is also supported.
2. .NET Framework 3.5 + SP1
Note: If using Enterprise, you need to have both versions of .NET Framework installed.
3. 1024 x 768 or higher resolution monitor
4. Mouse or another pointing device
Synchronization between Client and Server
To synchronize the time between the Automation Anywhere Client and the Enterprise Control Room, enable the Network Time Protocol (NTP) settings on your network. For more information modifying the NTP settings for your network, see your system administrator.
Important: On Terminal Server machines, Automation Anywhere does not support concurrent 'Terminal
Server' connections. There could be multiple users logged in on to the Terminal Server and they all can
use their individual instances of Bot Creator; however, one user must have only one active session.

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Connecting to Automation Anywhere Control Room
Automation Anywhere allows you to monitor and administer a large multi-site complex automation infrastructure using the web based
Control Room.
Login to the Control Room
As a Bot runner or Bot creator, you can launch the Client by connecting to the Control Room using either of two methods:
1. Client Login window
2. Command line
Log on using Client Login window
To log on,
1. Type the Control Room Service URL in the 'Control Room' field of the Client Login screen.
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If launching for first time, input the appropriate Control Room Service URL. On logging in the second time, your last login
URL is displayed.
If you wish to login using another URL, simply input the appropriate URL.

2. Based on Control Room authentication type, you will have to provide your authentication details. You are authenticated using
either of the three methods - Windows or AD, Single Sign-On, and User Credentials.
Note: The "@" character is supported to accommodate email user-names for logging in to the Control Room.
a. Windows or AD authentication - This is available when the Control Room is configured for Active Directory authentication
type. When you select Windows authentication, you do not need to provide any credentials. You will be authenticated with
your active directory or windows credentials. This option is selected by default.

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Tip: If for any reason automatic Windows Authentication fails, select User Authentication
and enter your credentials.

b. Single Sign-On - This is available when the Control Room is configured for SSO SAML 2.0 authentication type. When you
select this option, you do not need to provide any credentials. Instead, when you click Login, you will be redirected to your
organization's IdP authentication page wherein you must log in using your SSO credentials.

Note:
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A registry entry (32 bit) shall be made under HKEY_CURRENT_USER\Software\Microsoft\InternetExplorer\Main\FeatureControl\FEATURE_BROWSER_EMULATION since
Automation Anywhere Client makes use of the same rendering engine used by Internet
Explorer to display the SSO authentication page.

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If IdP Login page does not render properly, ensure that you include the Idp Login URL
in the trusted sites of Internet Explorer.

The below screen-shot shows a sample authentication page:

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Tip: You can re-size the window for better visibility.

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When you try to Login using an Authentication type other than the one Control Room is configured for, you get following error:

Important: You might experience some issues with the login display if the authentication page has trouble while rendering in Internet Explorer.
c. User Credentials - This is available when the Control Room is configured for Database authentication type. When you
select User authentication, you need to provide the user credentials that were created by the Control Room admin. You can
use this when you want to login to the Control Room using your domain credentials. Refer User Management for details on

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how.

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Contact your Control Room administrator in case you forget your password.

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You might not be able to login to your Client due to any of the following reasons:
a. When you provide invalid UserName and/or password
b. The user you are trying to login as has been not been created in Control Room
c. The user you are trying to login as has not been allotted a license in the Control Room
d. You have not verified your user account using the email sent from Control Room
e. The user you are trying to login as has been deactivated in the Control Room
f. The user you are trying to login as has already been registered into the Control Room from a different machine
g. The user you are trying to login as has registered to the Control Room under different Windows credentials
h. The Client and Control Room versions are incompatible
i. The Control Room certificate is invalid
j. You already have an active bot session running on another machine
k. When you provide your old credentials during Client Login/ Re-Login or Auto-Login after the password policy is updated in
the Control Room
Refer Client Login Errors for details on more errors.

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3. Based on the license type used in the Control Room, while launching the Client, you are shown:
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The evaluation days remaining if you are on a trial license:

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The Getting Started screen if on purchased license:

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Note that the above screen is visible even after you login to the Client when on a trial license.

Important: It is recommended that a Bot Creator or Bot Runner should not switch Control Rooms. The
Client may not function properly if it keeps on connecting to different Control Rooms. Some of the
issues that may be encountered:
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Client getting disconnected from Control Room

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Inability to checkin/checkout Bots

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Operations Room not showing the correct Bot Progress

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Re-Login to Control Room
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To re-login Control Room using a different user credentials, click Tools → Re-login.

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Input user credentials in the Login dialog.

Note: The logged in username and status is displayed in the status bar.

Important: Connecting to multiple Control Rooms from an AAE Client instance is not recommended.

Log on using command line
An alternate method of connecting to the Control Room is using the command line. This is useful when, as an automation admin or
user you want to log into multiple Clients hosted in unattended mode on remote terminals. You can also create a script which can run
whenever you want to log on in case of a reboot.
To Log on,
1. Run the command line in administrator mode
2. Provide the following parameters in the command line:
C:\Windows\System32\"\Automation Anywhere.exe" "/c" "/u" "/p" "/aclose" "/l"
For example,
C:\Windows\System32\"D:\Automation Anywhere\Enterprise\Client\Automation Anywhere.exe"
"/chttp://productlt.mydomain.com:81/" "/uMike.Lee" "/p12345678!" "/aclose" "/llogin"

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Parameters
Parameters that can be used for log in are provided with relevant description in the table:
Parameter
/c
/u
/p
/a
/l

Description
Control Room Login URL
Bot Cretor or Bot Runner Username
Bot Cretor or Bot Runner Password
Action. For example, /aclose
Login

Tip:
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If you do not provide the parameter for Control Room URL, the default URL given in the settings
file is considered

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If you provide username parameter, you should provide the password parameter

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It is recommended that you use the close parameter to close the application when you use the
password parameter

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When you want to login to a Client in different domain, then use the username parameter with
the domain name. For example, "/uAAE.Com\Mike.Lee"

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When you log in to a Client that is already active, that particular Client's session will
expire and the current logged in user would be the one that has been invoked using the command
line.

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For the above case, an active Task Editor session will not be terminated

Exit Error Codes
Error codes with their description are provided in the table:
Exit Code
0
1
2
3
4
5
6

Description
Login attempt was successful
Login attempt was unsuccessful
Control Room is down
The parameter provided is incorrect or invalid
AAEClientService has stopped
Secure server certificate is invalid
Error encountered is due to an unknown cause

Disconnecting from Control Room

As a Client user - Bot Creator or Bot Runner, you are disconnected from the Control Room when:
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You are logged in and the network service is stopped.

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You are already using the Client and the license of the Control Room that you are connected to expires
Note: If a taskbot is currently deployed to your machine, the Client is disconnected only when
it finishes execution.

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You can also choose to exit from the Client. Refer Exiting Automation Anywhere Client for details.
Client Login Errors
While logging into the Control Room from the Client Login window, you might come across any of the following errors:
1. Login Unsuccessful
2. Unable to Connect to Server
3. Invalid User Name / Password
4. Forgot Password
5. Invalid Certificate
6. Version Mismatch
7. Login Unsuccessful due to Active Bot Session
8. Password policy updated
For details on Client Login errors, refer Client Login Errors.

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Recording, Editing and Running Tasks
This topic describes how to record and run basic automation tasks.
Recording and running simple automation tasks involves three basic steps:
1. Record
2. Save
3. Run
Recording an Automated Task
To record an automated task, follow these steps:
1. For recording simple tasks and which can be run on the computer they are recorded on, click the record button at the top of the
main client screen.

Refer Selecting Recording Methods for details.
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Automation Anywhere begins recording your activity, including keystrokes, mouse movements and mouse clicks.
During this process, the Automation Anywhere client window disappears from view. A small "Stop Recording" window appears in
the bottom right corner of your desktop.

Note: You can also create a new automated task by clicking the New Task button at the top of the client screen.

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A window is displayed that enables you to select from several methods for creating a task:

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For more information on choosing a recording method, refer Selecting a Recording Method. Alternately, you can click the 'Help me
choose an option' link to go to 'Live Assist' - our support chat option.
2. Perform the actions that you want recorded for automation. You can open applications, open new windows, click on buttons, fill in
forms, search a website, and perform any other actions you want.
3. Click the stop button to stop recording the task.

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A Save Task window is displayed.

4. In the Save Task window, type the name of the directory where you want to save the task, or accept the default directory (My Tasks).
5. Type a file name for your task and click on Save.

6. If necessary, you can enter a password to protect the task.
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Your task is now created.

Creating a Shortcut for a Task on Desktop
It is possible for you to provide a shortcut on your desktop to run a saved task. An icon is associated with the task to launch it quickly.
To create a shortcut on the desktop, follow these steps:
1. In the Automation Anywhere Client window, select your task in the Task List.
2. Right-click on the task, and choose "Send To -> Desktop (Create Shortcut)".
3. Locate the icon on the desktop and drag it to the desired location.
Running Your Recorded Tasks
You can run the task that you recorded by choosing one of the following methods:
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Select the task in the Task List and click Run.

Or
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Double-click on the task in the Task List.

Or
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Double-click on the desktop icon.

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Stopping a Task
To stop a task from running, take one of the following actions:
1. Press and hold the ESC (escape) key for 2 to 3 seconds.
2. In the run-time status window, click on the Pause button.

Editing a Task
After you initially create an automated task, you might want to further customize or optimize the performance of your task. You can edit
the task file without the need to re-record it.
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To make changes to your task, select the task in the Task List and click the Edit button.

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The Workbench is launched, enabling you to add functions, remove delays, and add action sequences.

For more information, see Using the Workbench.

Also See...
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Using Special Keys

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Adding Properties to a Task

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Exiting the Automation Anywhere Client

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Adding Properties to a Task
You can add properties to increase the efficiency of a task. This topic describes in brief the properties that can be added to a task. It
also guides you to appropriate topics to enable you to directly access the one you wish to peruse.
Add the properties given below to help increase the performance, functionality and usability of your task:
1. General: View general properties such as file name, created at, last run time and log on the General tab. Also, change the priority*
of the task to determine it's precedence for queuing.

* Available for Enterprise version only.
Refer Viewing and Setting General Properties
2. Repeat: You may need to repeat a task for instance when extracting data from a website which is updated frequently. Specify when
running a task it should repeat particular number of times. Also specify that the task should repeat the run any number of hours,
minutes, or seconds.
Refer Repeating a Task
3. Speed: Specify how quickly a task should run. At times certain tasks require precise mouse movements. While recording, your
movements might be slow. After recording such a task you have the option of replaying the same at varying speed.
Refer Adjusting the Speed of a Task
4. Notification: You can specify that you want Automation Anywhere to send an e-mail to a particular e-mail address after the task
completes a run.
Refer Sending Email Notifications for a Task
6. Hotkey: Assign a keyboard shortcut to launch your automated tasks with the press of a single key termed as 'hotkey' in the program.
Refer Setting up Hotkeys for a Task
7. Screen Security*: You can specify that Automation Anywhere run the task without displaying the actions on the screen during the
run. You can also disable the keyboard and mouse while the task runs.

* Available with purchased version of Enterprise Client only.

Also See...
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Running a Task

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Using Special Keys

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Using Special Keys
While recording, it is possible to increase the productivity of a task, by using special keys for a task.
The following special keys are available under Automation Anywhere while recording and playing automated tasks:
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- To stop (abort) a running task, press and hold the ESC key for 2 to 3 seconds. Automation Anywhere also provides you with
an option to configure your own hot key to stop an automation task from running.

The next time you run an aborted task, Automation Anywhere starts it from the beginning.
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- To pause an automated task while it is running, press the Pause/Break key or click on the 'Pause'
Time window. Once you pause a task, a 'Resume'
button appears on the Run Time window.

button on the Run

To continue running the task, click the Resume button.
Note: This feature is useful when you run long tasks that require interrupting in order to use the
machine for other purposes.

Also See...
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Recording, Editing and Running Tasks

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Exiting the Automation Anywhere Client

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Enabling Remote Desktop Connections
This topic provides information about using Remote Desktop applications to run your automated processes.
Running Automated Tasks under a Minimized Session
When you minimize a remote desktop window (the window that displays the desktop of the remote computer), the operating system
switches the remote session to the non-GUI mode and does not display windows and controls.
As a result, Automation Anywhere is unable to interact with the application GUI. At this point, the automated GUI task fails.
To run GUI tasks on a remote computer while minimizing the remote desktop window, change the registry keys on the computer from
which you connect to the remote Automation Anywhere workstation. Complete the following steps:
1. Log into the computer from which you connect to remote computers.
2. Close all open remote desktop sessions.
3. Click Start -> Run (or Windows + R).
4. In the Run dialog window, type "regedit" and press Enter.
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The Registry Editor starts.

5. Navigate to one of the following registry keys, depending on whether you want to modify the remote desktop settings only for the
current user or for all users on the computer:
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HKEY_CURRENT_USER\Software\Microsoft\Terminal Server Client

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HKEY_LOCAL_MACHINE\Software\Microsoft\Terminal Server Client

6. Create a DWORD value named RemoteDesktop_SuppressWhenMinimized and set it to 2.
7. Close the Registry Editor.
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When you minimize the Remote Desktop Connection window on your computer, the remote computer GUI should not be affected,
making the GUI available to your automated tasks.

Note: Changes made to the registry can affect the overall performance and function of the system.
Automation Anywhere is not responsible for adverse system behavior that results from making registry
changes. Working with your system administrator is advised.
Using VNC - An alternative to Remote Desktop
In general, Remote Desktop applications do not allow automation software to run or perform tasks when you minimize or close the window. Remote Desktop creates a session for every connection made to the remote machine. Under this session, it provides the connecting machine with complete rights to control the remote machine.
However, when disconnecting from or minimizing the remote window, Remote Desktop retrieves the rights and any access to the GUI
of the remote machine is lost. This causes automated tasks to lose control of the remote system, and they do not run as expected.
Tip: Use Virtual Network Computing (VNC) to connect to the server. VNC allows you to run automated
tasks even when the session is minimized or disconnected.
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VNC establishes connections with the remote system in a different manner from Remote Desktop. VNC physically connects to the
remote system, rather than creating sessions for each connection. The connection retains controls on the remote GUI, even when
the VNC window is minimized or disconnected.

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Your automated tasks can continue to run in the same manner as they do on a local machine.

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For more information on VNC, see: http://www.realvnc.com/download/vnc/

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Exiting Automation Anywhere
This topic describes how to close and exit Automation Anywhere.
You can exit the program by taking one of the following actions:
1. Click the "X" in the upper right corner of the client window.
2. Click on the File menu, and select the Exit option.
3. Simultaneously press the ALT+F4 keys on your keyboard.
Note: To exit out completely from Automation Anywhere, right click on the Automation Anywhere icon
in the System Tray available on the bottom right hand corner of your screen and select the 'Exit'
option.

Also See...
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Recording, Editing and Running Simple Tasks

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Using Special Keys

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Have a Question?
Do you have questions about Automation Anywhere?
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Using the software and its features

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Installing or configuring the software in your environment

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Creating your automated tasks

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Purchasing questions

Use any of the following methods to contact us:
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Use the Automation Anywhere Knowledge Base Help System

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Learn from Online Examples

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Contact Technical Support

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Contacting Technical Support
Automation Anywhere is committed to outstanding customer care. Our support team wants to resolve your issues as quickly as possible.
Depending on the nature of your problem, please take these steps:
1. Check the Automation Anywhere Knowledge Base Help System, including Frequently Asked Questions
2. Learn from Online Examples for quick solutions to common automation use cases
3. View Online Demos and Videos
4. Open a Support Case
How to Open a Support Case
To open a support case, you may contact Technical Support. A support representative will contact you as soon as possible.

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Getting More Help
For more complex questions, use one of the following Automation Anywhere services:
1. Request a Live 1-on-1 Demo (in most cases, no fees charged)
2. Use the Ask the Expert Service (in most cases, no fees charged)
3. Use Automation Anywhere Consulting Services (fee-based services)
Contact us for pricing questions for these options.

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Requesting Live 1-on-1 Demos
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Do you have a specific question about an Automation Anywhere feature?

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Are you confused about how to automate a particular process?

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Do you have questions about how to work with applications while automating processes?

For help with any of these issues, contact the Automation Anywhere Support team.
Our team members are happy to demonstrate features, answer your questions, and show you various automation scenarios.
Request a Live Demo now.
Is your issue more complicated?
Learn about our Automation Anywhere Consulting Services, and how we can help you to automate more complex processes.

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Using our Ask the Expert Service
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Do you have a simple question about an Automation Anywhere feature?

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Are you trying to automate a process that involves common applications, such as Word, Excel, or other Microsoft Office products?

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Do you have a question about your account, your software version, or your environment?

If you need help with any of these topics, contact the Automation Anywhere Ask the Expert team.
Our knowledgeable team members are eager to answer your questions and help you quickly automate your processes.
Is your issue more complicated?
Learn about our Automation Anywhere Consulting Services, and how we can help you to automate more complex processes.

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Using Automation Anywhere Consulting Services
The Automation Anywhere team is led by industry experts in the business process automation field. We've helped major companies
from around the world automate their key business and IT processes.
The Automation Anywhere team is focused on streamlining the implementation of automation, and maximizing customer ROI.
We bring years of experience and best practices in dramatically reducing implementation time to ensure your team is successful.
Our services consultants are ready to provide expert, efficient hands-on training and implementation.
Both on-site and remote implementation services are available that provide:
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Implementation and consulting for simple and complex automation projects

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An unwavering focus on your company's objectives

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Best practices for business and IT process automation that maximize ROI and minimize risk

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When you engage the Automation Anywhere Consulting team, you are assigned a dedicated customer agent who is familiar with
your domain, requirements, technologies, and environment.
If appropriate, your consultant can remotely log into your computer to help you automate processes and guide you with your project.

Automation Anywhere helps you to automate any of the following processes:
1. Business processes
2. IT processes
3. Extraction of data from the Web
4. Data transfer from one application to another
5. ERP (Enterprise Resource Planning) data entry and integration processes
6. File and data management processes
Find out more about our consulting services by submitting the Consulting Services Request Form. A representative will contact you
shortly.

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Section: Creating TaskBots

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Best Practices - Recording and Running Tasks
In order to record and consequently run your tasks, you need to follow certain practices which have been described in this topic.
Best Practices for Recording Tasks
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Avoid using mouse clicks. While recording a task, use keystrokes and shortcuts as much as possible, rather than mouse clicks.
Avoiding mouse clicks ensures that the task will run successfully, even when objects or icons have moved position.
Use keystrokes as much as possible. Keyboard keystrokes are highly reliable and consistent to record.
Use keyboard shortcuts while recording. Using shortcuts minimizes the dependency on mouse clicks and mouse moves, while
making your task more robust. You can find keyboard shortcuts in application menus, or press the ALT key on your keyboard to
view shortcuts highlighted on your screen.
Maximize all windows. To ensure that Windows and web objects are consistently located when running the task, be sure to maximize all windows before working with them while recording.
Avoid clicking on applications that are not involved with your process. While you are recording the task, avoid clicking on applications that are not part of the process that you want to automate.
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When running the process, any attempt to execute commands in an application that is not open on the machine results in
the following error message: 'Application not found'.

Record the task at a low speed. To ensure tasks do not skip process steps when running, be sure that the task is recorded at a
reasonable speed that gives all applications enough time to completely open and process.
Avoid dragging windows while recording. In general, efficiently automated processes do not include windows actions like minimizing, maximizing, or moving a window. If you must record one of these actions, remove it by editing the task.

Best Practices for Running a Recorded Task
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Properly open application windows. Using the Standard Recorder to record windows operations can present problems later when
you run the task. To minimize run-time errors with applications you work with, follow these guidelines:
1. Use the Workbench to add Open Program/File commands.
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To remove the possibility of application windows not opening properly, use the Workbench to add the 'If Window exists' command, which first checks for the window before opening it. The "If Window exists" command is listed under the 'If' conditions
in the Commands list.
Combine this command with the 'Open Program/File' or 'Open Browser' commands to launch particular applications.
You can also use Delay 'Wait for window' commands, which provides options to wait, continue with the next action, or stop
the task if the window is not present.

2. Avoid double-clicking on application icons to start applications while recording. Instead, open the recorded task in the Workbench and use 'Open Program/ File' commands and replace any mouse clicks.
3. If you do not want to use Workbench commands, such as "Open Program/File", ensure that any required windows are open
prior to running the task.
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Because most of the commands in the Standard Recorder are based on mouse clicks and keyboard keystrokes, be sure
that application windows used in the process are already open before running the task.

Avoid moving the mouse and keyboard. The Standard Recorder uses the mouse and keyboard while running a recorded task. To
avoid errors, do not use them while running a task. Track the progress of your running task only by using the progress window that
is displayed at the bottom of your screen.
Use Manage Windows Controls and Image Recognition. Use these advanced features to capture controls or click on images,
rather than using mouse clicks.
Add robust features to your task using the Workbench. The Workbench provides a large menu of commands that you can use to
add efficiency and functionality to the task. Add commands such as 'IF/Else' conditions, loops, and variables to the task.
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Use wildcards. You can specify wildcards (*) for the Image Recognition command and the following IF/Else commands: Window Exists and Window Does Not Exist.
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For example, to perform an operation on all windows that contain the word 'Microsoft' in the title, use wild cards to
identify the windows.

Specify: IF Window Exists *Microsoft*

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Recording an Automation Task
Automation Anywhere provides several ways to create automation tasks. To ensure that you create a reliable task, you'll want to select
the right method.
When planning your automation task, be sure to select the Recorder (or Workbench) that best matches the behavior of your task.
Selecting a Recording Method
In most cases, the recorder you select will be based on the type of process that you want to automate. For example, for a process that is
based on web applications to extract data from websites, you would select the Web Recorder.
To record a new task, click New button at the top of the client screen.

A window is displayed that enables you to select from several methods for creating a task:

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Smart Recorder - It captures objects from various applications that use different technologies such as html, .Net, WPF, Java, Flex
and Silverlight. These are saved as a set of Object Cloning commands. Refer Using the Smart Recorder for details.
Screen (Standard) Recorder - Use it to record tasks that need to be run on the same machine in which it is recorded. It records
mouse clicks and keyboard operations. Refer Using the Screen/Standard Recorder for details.
Web Recorder - It understands all web controls. Hence applicable when recording web-only tasks. If website controls on a page
move location, the program can locate the correct controls and adjust the task to run without error. If the properties of the web controls change, the automation task can be updated to ensure that the task runs successfully. Refer Using the Web Recorder for
details.
Workbench - Use it to create tasks manually. You can assign relevant actions to the task using the commands provided in the
editor. Refer Using the Workbench for details.

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Using the Web Recorder
If you want to automate processes (tasks) that involve a web application or browser, use the Web Recorder. It understands all web
objects and controls, such as:
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URL command line

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Drop-down menus and command bar icons

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Web page text fields, graphics, and buttons

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Navigation and hotspot links

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Forms

Note: If the layout of a web page changes and the web controls move to a different location on the
page, Automation Anywhere is capable of locating the new position of these controls and running the
task correctly.

Common Use Cases
Most people use the Web Recorder to perform the following actions:
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Repeatedly extracting data from multiple web pages

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Extracting data from tables on web pages

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Web form filling

Use the Web Recorder when you want to automate the following processes (tasks):
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Opening web pages

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Logging into a website

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Navigating through search

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Entering data into forms and submitting them

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Extracting data and updating database records

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Using a Web-based ERP (Enterprise Resource Planning) system

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Extracting web data to a local file

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Testing an online application

When you 'Enable' Secure Recording
Note: If you enable ‘Secure Recording mode’: no values, caption, default texts are captured. Also,
no values are captured for ‘Extract Data’ and ‘Extract Multiple Data.’ Learn More

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Also See...
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Extracting Data from Web Sites

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Recording Web Actions with Web Recorder
The web recorder is basically used to record actions for web-only applications.
To use the Web Recorder to record actions on a web site, follow these steps:
1. In the Automation Anywhere main window, launch the Web Recorder in one of the following ways:
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Click New Task button and select Web Recorder.

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Or click on the Web Recorder link at the top.

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Select 'Web Recorder' from the list of recorders:

The initial Web Recorder window is displayed.

1. Enter the website address (URL) on which you want to record actions, and click Start. You can add the URL to your Favorites for
easy access in the future.

The Web Recorder Toolbar is displayed, and Internet Explorer is launched in a new window with the website.
2. Perform your actions on the website, including clicking on buttons, clicking on links, and typing in text.
3. Click the Stop Recording button on the Web Recorder toolbar.
4. In the Save Task window, specify a task name, optionally select a folder in which to save the task, and click on Save.

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6. To run the task, double-click on the task, or select it and click on Run button.

7. To stop a running task, press and hold the escape (ESC) key for 2-3 seconds. You can also configure your own hotkeys to stop
tasks. Refer Defining Client Hotkeys for details.
Note: When you edit the task using the Task Editor, the program displays the Web Recorder commands
and objects that were used while recording the task.

Also See...
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Extracting Regular Web Data

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Extracting Pattern-Based Data

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Extracting Table Data

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Extracting Data from Websites
Extracting data from web pages can take one of four forms, depending on the type of data that requires extracting:
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Regular data: Unstructured data that has no repetitive patterns. An example is a paragraph of text.

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Pattern-based data: Structured data that repeats a pattern, such as a row in a table or a list.

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Table data: Data that resides in a table.

Also See...
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Extracting Regular Web Data

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Extracting Pattern-Based Data

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Extracting Table Data

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Extracting Regular Web Data
To extract regular data from a web site, follow these steps:
1. In the Automation Anywhere main window, launch the Web Recorder in one of the following ways:
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Click the New button and select Web Recorder.

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Or click on the Web Recorder link at the top.

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Or click on the Tools menu and select Web Recorder.

The initial Web Recorder window is displayed.

2.

Enter the website address (URL) on which you want to extract data, and click Start.
The program displays the 'Web Recorder Tip' window:

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Note: Select 'Don't show this message again ' if you do not wish the program to display the
tip.
The Web Recorder Toolbar is displayed, and Internet Explorer is launched in a new window with the website.

Note: This feature works with Internet Explorer only.
3.

You can now perform any actions you like, including mouse clicks and text entry. When you need to extract regular data from
the website, click the Extract Data button on the Web Recorder toolbar.
The Extract Data Option window is displayed.

4. Select the Regular Data radio button and click Next.
5.

You can now highlight the data you want to extract.

6. After highlighting the text, the Extract Data window is displayed, and contains the text you selected.

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6. Save this copied text to an existing variable in your task.
7. Optionally, save the control URL either as a new variable or to an existing variable in your task.
8. You can also assign Before and After Keywords for extracting data.
9. Click Save.
10. Click the Stop Recording button on the Web Recorder toolbar.
11. The Save Task window pops-up, wherein you can specify a task name. Optionally select a folder in which to save the task and click
save. You can also optionally specify a password to prevent the task from being run by unauthorized users.

12. Click Save.
Tip:
1. To stop a running task, press and hold the escape (ESC) key for 2-3 seconds.
2. You can also configure your own hot keys to stop tasks.

Also See...
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Extracting Pattern-Based Data

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Extracting Table Data

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Extracting Pattern-Based Data
When you need to extract data, which for instance, is spread over multiple pages and contains elements such as links you can use the
'Pattern Data' option in Extract Data .
To extract pattern-based data from a web site, follow these steps:
1. In the Automation Anywhere main window, launch the Web Recorder in one of the following ways:
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Click the New button and select Web Recorder.

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Click on the Web Recorder link at the top.

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Click on the Tools menu and select Web Recorder.
The initial Web Recorder window is displayed:

2.

The program displays the 'Web Recorder Tip' window:

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Note: Select 'Don't show this message again ' if you do not wish the program to display the
tip.
The Web Recorder Toolbar is displayed, and Internet Explorer is launched in a new window with the website.

Note: This feature works with Internet Explorer only.
3.

You can now perform any actions you like, including mouse clicks and text entry. When you need to extract regular data from
the website, click the Extract Data button on the Web Recorder toolbar.
The Extract Data Option window is displayed.

4. Select the Pattern-based Data radio button and click Next.
5. You can now highlight the data you want to extract

6.

Use it to set a pattern:
a. Highlight the first line of text and click on Capture in the window that pops up:

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b. Highlight a second line of text. This will set the pattern. The Extract Data Field window is displayed.

c. Enter a name in the "Enter Column Name" field and click Save.
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The Extract Multiple Data window is displayed, containing the column name you saved.

In the Extract Multiple Data window, you can do several things:
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Add: Click the Add button to select additional data from the website and add another pattern that you want to capture. The data
fields will be automatically viewed in the Classified Data Fields.

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Edit: Click the Edit button to change the name of the pattern.

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Delete: Click the Delete button to delete one or more patterns.

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Copy: Click the Copy button to copy one or more patterns.

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Paste: Click the Paste button to paste one or more copied patterns.

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Click Next when done.
The second window of Extract Multiple Data is displayed:

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l

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If the website has multiple pages from which you want to extract the patterned data, click the check box: "The data spans across
multiple pages".
Use the Capture button to capture the control name for moving to the next page. Images extracted from multiple web pages are
saved in different folders.
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Click Next when done. The Preview Data section is displayed:

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The Preview Data section displays a preview of the captured data. Save extracted images or data as CSV files in separate folders,
as required.

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Click Finish.

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Click the Stop Recording button on the Web Recorder toolbar.

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The Save Task window pops-up, wherein you can specify a task name. Optionally select a folder in which to save the task and click
save.

Note: The trial version supports extracting 5 pages of data for viewing only. No such limitation exists in the purchased version.

Also See...
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Extracting Regular Web Data

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Extracting Table Data

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Extracting Table Data
When you need to extract data from tables on web pages, the Web Recorder guides you with visual steps.
Many websites have data organized in HTML tables. Extract Table makes it easy to save tabular data in a CSV (comma-delimited) file
that you can open in most spreadsheet and database applications, including Excel and Access.
1. Launch the Web Recorder:

2.

Enter the website address (URL) on which you want to extract data, and click Start.
The program displays the 'Web Recorder Tip' window:

Note: Select 'Don't show this message again ' if you do not wish the program to display the
tip.
The Web Recorder Toolbar is displayed, and Internet Explorer is launched in a new window with the website.

3. You can now perform any actions you like, including mouse clicks and text entry. When you need to extract or copy table data from
the website, click the Extract Table button on the Web Recorder toolbar.
4.

Move the yellow prompt bar to the table you want to extract and click on it.

Note: If the content you click on is not a table, the yellow prompt bar will change to red.
The Extracted Table window is displayed showing a preview of the data within the table.

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5.

If the table spans multiple web pages, click the check box: "The table spans across multiple pages".
Use the Capture button to capture the control name for moving to the next page.

6. Click Next when done to preview and save the extracted table.

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7. Save the table as a CSV (comma-separated) file into a location of your choice. You can also use the "Append to an existing CSV
file" check box to append the extracted data to an existing CSV file.
8. Click Finish.
9. Click the Stop Recording button on the Web Recorder toolbar.
10. In the Save Task window, specify a task name, optionally select a folder in which to save the task, and click on Save. You can also
optionally specify a password to prevent the task from being run by unauthorized users.

Note: The trial version supports extracting 5 pages of data for viewing only. No such limitation
exists in the purchased version.

Also See...
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Extracting Regular Web Data

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Extracting Pattern-Based Data

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Using the Screen/Standard Recorder
You can use the Screen Recorder (known as Standard Recorder in versions less than 10.0) to record a task or a series of actions on
your computer when:
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Building simple tasks for processes that involve mouse clicks and keyboard operations.
You plan to run the automated process (the recorded task) on the same computer on which it was recorded. This ensures that the
screen display coordinates are the same as they were when the task was recorded.

Recording a Task using the Screen Recorder
1. To create an automation task using the Screen Recorder, launch it one of four ways:
Note: 'Screen Recorder' should already be selected as the default recorder in the 'Record'
list-down for options 3 and 4 to work.
1. Using the 'Record' button list-down
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In the main window, click on the 'Down Arrow' beside Record button at the top.

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Select 'Screen Recorder' as shown:

2. Using 'Choose an Option'
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Click on New Task button:

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Select Screen Recorder from the 'Choose an option' dialog:

3. Using 'Record' option from Context menu in System Tray

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Context click the Automation Anywhere Enterprise Client in the System Tray

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Select Record.

4. Using short-cut keys 'Ctrl + Alt + R'
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The Automation Anywhere window is minimized, and the Recording toolbar is displayed in the lower right corner of your computer
screen.

Note: If needed, you can pause the recording operation and resume it.
2. Perform all of the actions on the computer that you want to record in the task.
Note: While recording, the Screen Recorder recognizes the various windows that are open on
your desktop.
3. When done, click on the Stop button on the Recording toolbar.

4. Save the task by specifying a name, and optionally select a folder in which to store it. When saved, the task name is displayed in
the main Task List window.

Note:
• You can edit your recorded task using the Workbench. Refer 'Editing a Task'.
• If Version Control is enabled, a plus sign (

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Note: If you enable ‘Secure Recording mode’, no images are captured. Learn More

Also See...
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Using the Workbench

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Editing a Task

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Running a Task

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Open Program/File Command

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Manage Windows Controls Command

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Recording Tasks Using the Smart Recorder
Use the Smart Recorder to record a task or a series of actions on your computer when building tasks that require capturing objects
from applications that use technologies such as HTML, Java, WPF, Flex and Silverlight.
Note: If you enable ‘Secure Recording mode’, no values and images are captured. Learn More
Note that you can record tasks in Internet Explorer 8 and above only.
Tip: If appropriate plug-ins are not installed, you can install them using Plugin Settings. Learn More

Recorded actions are saved as a set of Object Cloning commands in the Workbench.
As it captures actions via an object window it saves the keystroke actions and mouse clicks in the 'Actions' list of the Object Cloning
command.
Note: It has the inherent ability to identify keystroke actions such as 'Shift + A' as capital A.
Also, special keystrokes such as 'Tab' and 'Enter' are saved as separate actions in the command.
Tip: To navigate across controls, it is recommended that you use 'Click' action instead of 'TAB'.
Recording a Task using the Smart Recorder
To create an automation task using the Smart Recorder, launch it one of four ways:
Note: 'Smart Recorder' should already be selecteas the default recorder in the 'Record' list-down
for options 3 and 4 to work.d
1. Using the 'Record' button list-down
a. In the main window, click on the 'Down Arrow' beside Record button at the top.

b. Select 'Smart Recorder' as shown:

2. Using 'Choose an Option'

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1. Click on New Task button:

2. Select Smart Recorder from the 'Choose an option' dialog:

3. Using 'Record' option from Context menu in System Tray
1. Context click the Automation Anywhere Enterprise Client in the System Tray

2. Select Record.
4. Using short-cut keys 'Ctrl + Alt + R'

'Enable' Secure Recording
If you enable ‘Secure Recording mode’, no values and images are captured. Learn More

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Using the 'Record' button list-down
When you click on ‘Re-Capture Image’, it shows an error “Secure Recording mode. Image will not be captured”. Also, if you try to save
the command, an error message appears, “Secure Recording mode. Record and Play using the Image Option is not supported.”

Also See...
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Using the Workbench

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Editing a Task

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Object Cloning Command

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Manage Windows Controls Command

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Creating a Task Using the Workbench
The Automation Anywhere Workbench is the most powerful facility in the product. Hundreds of commands and wizards are available
that enable you to automate almost any process-without programming.
If you want to manually create an automated task from scratch, you can use the Workbench.
1. Launch the Workbench by taking one of the following actions:
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Click on the New button and select Workbench.

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Click on the File menu and select New, and select Workbench.

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Click on the Tools menu and select Workbench.

2. Add actions to the new task by dragging commands from the left pane of the editor to the Task Actions List pane. After inserting
most commands, you are prompted to specify the properties that apply to those commands.

3. Save the task.

Also See...
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Using the Workbench

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Using the Secure Recording Mode
While automating any business process when you use Automation Anywhere recorders, the commands generally capture important
details such as object value, image, text, inner HTMLs etc. Although for environments such as BFSIs (Banking, Financial Services, and
Insurance); while automating a task, capturing these sensitive data (e.g. customer account, IDs etc.) may pose a security risk. The
’Secure Recording’ feature reduces the risk by not capturing any sensitive data.
Note: You can use Secure Recording mode on all the three prime recorders: Web Recorder, Smart
Recorder, and Screen Recorder.
Refer List of Commands in this topic that supports ‘Secure Recording mode’
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Delay/Wait

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Error handling

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If/Else Command

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Image Recognition

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Insert Mouse Click

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Manage Windows Control

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Object Cloning

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OCR

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Screen Capture

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Web Recorder

In Control Room, Client Configuration enables you to control the mode of recording done by a Client for business processes. If the process requires a secure mode of recording, you can 'Enable' the 'Secure Recording' mode.
Note: 'Secure Recording' is disabled by default.
Control Room Administrator can select in the Control Room Setting> Select Client Configuration, where an option of Secure Recording
is available.

When you ‘Enable’, Control Room Administrator receives the following prompt:

If the Administrator, clicks on ‘Yes’ the setting is enabled and if the Administrator clicks on ‘No’, then the setting remains disabled.
When you ‘Disable’, Control Room Administrator receives a prompt.

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If the Administrator, clicks on ‘Yes’ the setting is disabled and if the Administrator click on ‘No’, then the setting remains enabled.
If you Enable Secure Recording Mode
Note: If a task is recorded when Secure Recording is 'disabled', it will consist object values and
images. If the Secure Recording is then enabled and the same task is opened with the AAE Workbench, the
object values and images will still be visible.
In Object Cloning/ Smart Recorder command, no values and images are captured. Also, when you click on ‘Re-Capture Image’,
images are not captured. When you try to record and play using the Image Option and Save the command, it is not supported in the
“Secure Recording mode.”
In Manage Windows Controls, no values are captured.
In Web Recorder, no values, caption, default texts are captured. Also, none of the values are captured for ‘Extract Data’ and ‘Extract
Multiple Data.’
In Image Recognition command, ‘Image1 is not saved and ‘Image2’ is not captured. While you try to capture ‘Image2’ ensure that it
does not contain any sensitive data.
In Insert Mouse Click/ Screen Recorder and Delay/Wait command, no images are captured.
In OCR command, no images are captured for preview.
In Screen Capture command, when you try to save the command, ensure that the captured image does not contain any sensitive data.
The image will be stored on disk at the location that you have specified
If you wish to continue, click ‘Yes’, and the command is saved. Click ‘No’, if you wish to discontinue and you are navigated back to the
command where you can ‘Cancel’ the command.
In AAE Main Client, screen-shots are disabled while recording when 'Secure Recording Mode' is enabled
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Tools -> Options -> Advanced Settings -> 'Capture Screenshots while recording a task' will be un-ticked and disabled

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Tools -> Options -> Runtime Settings -> 'Capture Screenshots while running a task' will be un-ticked and disabled

In AAE Workbench, the ‘Visualize’ and ‘SnapPoint’ button is disabled. Also when you enable Snap view an error message “Secure
Recording mode. Image will not be captured” appears.
In Error handling command, while you try to save the command, ensure that the captured image does not contain any sensitive data.
The image will be stored on disk at the location that you have specified.
If you wish to continue, click ‘Yes’, and the command is saved. Click ‘No’, if you wish to discontinue and you are navigated back to the
command where you can ‘Cancel’ the command.
In IF/ELSE command, images are not captured

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Section: Working with TaskBots

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Using the Task List
Automation Anywhere provides a simple, visual view of your automation tasks in the Task List section. Here, you can easily navigate
task folders and work with your tasks.

Using the buttons above the Task List in the main Automation Anywhere window, you can perform the following actions:
1. Create a new task - Record tasks with different recording methods available on the 'Create New Task' window.

Refer Selecting Recording Methods for details.
2. Record a new task - Record keystrokes as well as mouse clicks and movements.

Refer Using the Standard Recorder for details.
3. Run the selected/existing task.

Refer Running a Task for details.
4. Edit/modify the selected/existing task using the Workbench.

Refer Using the Workbench for details.
Using the buttons in the top-right side of the Task List, you can perform additional actions:
1. Delete a task.

2. Upload a task to the Server.

4. Select an action:

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Run: Run the selected task (the automated process).

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Edit: Edit the selected task using the Workbench.

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Check Out:Check out the selected task for modification after uploading to Version Control repository.*
Note: The option toggles to 'Undo CheckOut' once you have checked out the file for editing.
Undo CheckOut: Undo the last updates to the checked out file. You will be asked for confirmation:

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Upload Task: Upload the selected task to the Server Task Repository.

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Version History: Compare different versions of the task.

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Copy Task: Create a copy of the selected task.

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Rename: Rename the selected task.

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Locate on Disk: Create a copy of a task as an .atmx file in the location: My Documents\Automation Anywhere\Automation Anywhere\My Tasks

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Send To: Send a copy of a task to: Desktop(Create Shortcut), Mail Recipient, Startup Folder or My Documents.

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Delete: Delete a task.

Also See...
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Editing a Task

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Deleting a Task

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Running a Task

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Editing a Task
After initially creating an automation task, you can edit the task using the Workbench to add, modify, or delete actions and steps to the
process.
For example, you might want to remove all built-in delays to increase the speed of the task when it is run.
You can open a task in the Workbench in the following ways:
1. Select (highlight) the task and click the Edit button.

2. Right-click on the task, and select Edit from the pop-up menu.

3. Click on the Actions button, and select Edit.

If you want to edit a task when double-clicking on it, change the setting by following these steps:

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1. In the main Automation Anywhere window, click on Tools -> Options.
2. Click on Advanced Settings.

3. Check the "Edit Task on double click in Task List" check box.
Editing a Task when Version Control is enabled
The editing of a task and its properties will vary depending upon the status of the task when Version Control is enabled.
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When the task file is not Checked Out, you will not be able to edit the task and its properties; it will open in 'view only' mode if you
click on the 'Edit' option:

Also, Properties tab will be disabled for editing and will denote "Checkout the file to enable editing the Properties."

Note: Viewing of logs will not be disabled. To view, click 'View Logs'.

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When the task file is Checked Out, you will be able to edit the task and its properties.

Note: You can Check Out/Undo Checkout files such as Reports, Documents, Workflows, Scripts and
Lists.
Editing a Password Protected Task
Password protection of tasks is deprecated. Hence tasks that were password protected for editing in earlier versions must be edited,
saved and re uploaded to the Control Room on display of:

Click OK. This will launch the Enter Password window. To remove the password and open the task in edit mode, provide the password.

Save the Task.

Also See...
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Using the Task List

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Deleting a Task

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Repeating a Task

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Adjusting the Speed of a Task

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Stopping a Task

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Sending Email Notifications for a Task

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Locating a Task

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Sending a Task

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Editing a Web-only Task with Web Recorder Commands
You can use the Workbench to edit and enhance the automation tasks that you earlier recorded using the Web Recorder.
When you launch the Workbench, you can add any of the commands that are listed under "Web Recorder".
Using the Web Recorder commands, you can:
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Open and close websites in browser sessions

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Manage web controls

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Download data

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Extract tables

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Test websites and locate broken links

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Extract data

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Navigate URLs

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Extract Website source code

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Search by captions

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Navigate back

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Execute a java script

You can add the following actions to your Web Recorder automation task.
1. Open and Close Browser Sessions
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Open Browser: You can specify a website URL that you want the automation task to open prior to performing actions on that website. For most processes website automation, opening the browser is the first command added to the task, usually followed by commands that manage controls.

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Close Browser: Closes an open browser session that was previously opened using an Open Browser command.

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2. Manage Web Controls
Use the Manage Web Controls command to select controls on the web page and work with them.

For example, you can insert actions on links, check boxes, radio buttons, drop-down menus, and other objects.
To use Manage Web Controls, follow these steps:
3. In 'Specify a Website URL/Page' choose either 'Open New URL' or 'Select Page' .
If you specify 'Select Page' you are required to select a page title (html page) that is open, from the list.

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Tip: Click 'Refresh' if window is open, yet not visible.

4. Use the Capture button to capture a web control by selecting it with the yellow prompt bar:

5. The control details are displayed.
6. Click the Advanced View button if you wish to include more options.

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Control Name / Control ID: Searches for the web control based on the control name or ID.
Caption: Searches for the web control based on the caption name that is entered or selected from the text box. For
example, if you record a menu object with a caption titled "Buy Now", this web control lets you search the web page for this
caption when the task runs.
Control Index: Searches for the web control based on the index number of the control, which is stored while recording a
web page.

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Attributes:Searches for the web control based on the tag attributes, which are stored while recording a web page. You can
select the tag attributes and specify their values for the web page that is being searched.
You can add or delete tag attributes, as required.
Tip: Best Practice is to use 'Search by Caption' as the first option, 'Search by Attributes' as second option, and 'Search by Index' as the third option.

7. Enable or disable 'Page Title' and/or 'Page URL' to decide whether to play in existing or new Internet Explorer window.
Note: Both are enabled by default and the task will play in existing Interenet Explorer window.
8. Specify the action that you wish to perform during task play time.
Tip: You can opt to use a Variable while using the actions Set Text and Append Text. If the
text needs to be encrypted, you can insert Credential Variables* using function key 'F2' for
enhanced security. Learn More
*Available in Enterprise edition from version 10.3
9. Click Save.
3. Download File
Use this command to download HTTP files. This command does not require a browser.

Common Use Cases: Downloading stock data, log files, security patches, or other files that you
routinely need to download.

4. Extract Table
Use this command to select a table on a web page and save the data to a CSV file.
After running the task, including the Extract Table command, Automation Anywhere stores the table data in a system variable named:
$Table Column(index)$

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You can use this variable to retrieve the data that you extracted in row-and-column format by using a combination of Loops for each
row in an Internet Explorer table.
Common Use Case: Transfer data from a web-based ERP system to another application, such as Excel.
Follow these steps to extract table from a website:

1. Select Extract Table
2. Launch the website you wish to extract the table from by clicking on 'Launch'.
3. Use the 'Capture Table' button to capture the table by selecting it with the yellow prompt bar:

The program will display the table number.
4. You can optionally save or append the table data to a .csv file. Or you can process the table data using loops within your task.
Refer Loop Command for details.

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5. Click on View extracted table button to preview the table data in the Extracted Table window:

6. Click the Advanced View button to add more options such as Session Name, Page Title, Page URL, Extract selected Tag Details to
a .csv file

7. Click Save
5. Find Broken Links
Use this command to validate all links on a website or a web page.
After running the command, Automation Anywhere stores the results in a CSV file that you can open in Excel.
Using this file, you can identify any broken links.

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6. Extract Data
Extracts text data from a website or a web page.
This command enables you to specify a range of text that you want to copy, using "Before" and "After" keywords.

Example: Given the text string "= Price: $249 xyz"
You want to capture only the price, which is $249. Specify the following range:
Before keyword: "= Price:"
After keyword: "xyz"
TIP: In some cases, the Extract Data command might skip extracting some records. If this occurs,
select "First and Last record" while capturing pattern-based data. For extensive pattern-based data
extraction, use the Web Recorder.

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7. Navigate URL
Use this command to navigate to a website URL in a browser window that is already open.

8. Extract Source
Use this command to extract source code from a web page.

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Tip: 'Capture' button disabled? Refer the section on Web Recorder in Troubleshooting for details.

9. Search by Caption
Use this command to navigate to a caption or title in a browser window that is already open. Navigation using this command is possible even if URLs change.

10. Go Back
Use this command to navigate to the previous URL location that was used during website recording.

11. Execute Java Script
Use this command to execute Java Script internally on a web page.

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Note: It is mandatory to enter the 'Function Name' without which the specific script named therein
will not be executed.

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Ensure JavaScript has been enabled for Internet Explorer. If disabled, you may receive an access denied message. For details
refer the Microsoft Support section.
'Capture' button disabled? Refer the section on Web Recorder in Troubleshooting for details.

Also See...
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Using the Web Recorder

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Extracting Regular Web Data

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Extracting Pattern-Based Data

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Extracting Table Data

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Editing Multiple Commands (Bulk Edit)
To make editing automation tasks easier, Automation Anywhere provides a Bulk Edit feature, which enables you to edit multiple commands at one time.
Prerequisite for Editing Multiple Commands

*Available from 9.0.2
Before you Bulk Edit multiple commands it is important to ensure that all the selected commands are of same type and enabled.

Note: Bulk Edit doesn't work if any of the selected command is disabled.

Editing Multiple Delay Commands
Using Bulk Edit, you can apply the settings for a specific delay command to multiple delay commands in your task. Follow these steps:
1. In the Workbench, select multiple Delay commands in the task.
2. Right-click on one of the selected commands and select Bulk Edit from the pop-up menu.

3. In the Delay/Wait window, set values for the delay settings and click Save.

4. In the Task Actions List view of the task, you'll see that all of the Delay commands that were included in the Bulk Edit operation are
now changed to the new settings.

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Note: Bulk Edit works with two command types: 'Delays' and 'Keystrokes'. You can however edit
either keystrokes or delays, individually.

Use Case Scenarios
1. Set a common delay of 5 seconds to multiple Delay commands
1. Open the task in the Workbench.
2. In the Task Actions List, select (highlight) multiple Delay commands using the Control key, or use the Filter to view all of the Delay
commands in the task.
3. Right-click on one of the selected commands and choose Bulk Edit.
4. In the Delay/Wait window, enter "2000" in the Delay field.
5. Click Save.
2. Set a common random delay for multiple Delay commands
1. Open the task in the Workbench.
2. In the Task Actions List, select (highlight) multiple Delay commands using the Control key, or use the Filter to view all of the Delay
commands in the task.
3. Right-click on one of the selected commands and choose Bulk Edit.
4. In the Delay/Wait window, Select Random Delay.
5. Enter "5" in the 'From' field.
6. Enter "500" in the 'To' field.
7. Select the Delay in Seconds radio button.
8. Click Save.
Editing Multiple Keystroke Commands
Using Bulk Edit, you can apply the settings for a specific Keystrokes command to multiple Keystrokes commands in your task. Follow
these steps:
1. In the Workbench, select multiple Keystrokes commands in the task.
2. Right-click on one of the selected commands and select Bulk Edit from the pop-up menu.
3. In the Insert Keystrokes window, set values in the Keystrokes settings and click Save.
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In the Task Actions List view of the task, you'll see that all of the Keystrokes commands that were included in the Bulk Edit operation
are now changed to the new settings.

Also See...
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Editing a Task

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Deleting a Task

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Changing Window Titles

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Changing Window Titles
If you record a task with an application for which the window title changes frequently, use the Workbench commands for updating the
task to refer to the proper title.
For instance, several scenarios can exist:
1. The window title of a web page or a Windows application changes continuously due to dynamic content.
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The title in Microsoft Outlook changes frequently as the user selects new folders.

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A web page title contains a session ID for the website.

2. Copied tasks - If you copy a recorded task to create a new task, the application titles will need to be changed.
3. When you use a wild card, the 'Current Active Window' command, or variables to use for setting window titles.
Tip: You can use the Windows filter to select a particular Window name, enabling you to view task
actions that are sorted by application.This filter provides a convenient view of any or all applications that are used in your task.
How to use the Change Window Title action
To use the Change Window Title action to apply a common window title to multiple application windows, follow these steps:
1. In the Workbench, use the Windows filter to select a particular Window name.
2. Select one or more commands with the window title for which you want to change.
3. Right-click on one of the selected windows commands and choose the Change Window Title action. You can also use the Actions
button to select the Change Window Title option.
4. Set a common Window title for the selected windows that your want to change and click OK.
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In the Task Actions List view, you'll see that the windows titles are changed to the new title that you've assigned. Refer the example
given here:

Assign a common window title to multiple window actions
1. Open the task in Workbench.
2. In the drop-down list of the Windows filter, select one particular application window.
3. Using the Control key, select (highlight) multiple windows commands to edit their window titles.

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4. Right-click on one of the selected commands, and choose Change Window Title from the pop-up menu of actions.

5. In the Change Window Title dialog, specify a window title to replace the current selected window titles.
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Use the Find and Replace commands to browse and replace the title, as appropriate.

6. Click Save.

Also See...
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Editing a Task

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Deleting a Task

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Changing Window Titles

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Copying or Renaming a Task
One of the enormous benefits of using Automation Anywhere is the ability to reuse processes that you automate. Copying and renaming automation tasks allows you to reuse tasks that have been previously built.
Copying a Task
To copy a task, follow these steps:
1. In the Task List, select (highlight) the task you want to copy.
2. Copy the task using one of the following methods:
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In the File menu, select Copy.

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In the Actions button, select Copy from the drop-down list.

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Right-click on the task and select Copy.

3. In the Copy Task window, select a directory location and specify a file name for the new copy of the task.

4. You can also create a desktop shortcut, if required.
5. Click Save.
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The new task is added to the Task List view.

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All commands in the original task are available in the new copy of the task.

Renaming a Task
To rename a task, follow these steps:
1. In the Task List, select (highlight) the task you want to rename.
2. Rename the task using one of the following methods:
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In the File menu, select Rename.

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In the Actions button, select Rename from the drop-down list.

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Right-click on the task and select Rename.

3. In the Rename File window, specify a new file name for the task.

4. Click Save.
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The renamed task is displayed in the Task List view.

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Copying and Renaming files and folders if Version Control is enabled
You can copy and rename files and folders in the local repository.
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Copying and Renaming Files
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When copying a file, if the same file exists in the repository you will not be able to over write the same.

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When renaming a file that has been uploaded to the server repository, you will be prompted:

If the file is checked out for edit, you will be prompted:

Only the local file version will be renamed. Undo Check out to rename the file.
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Copying and Renaming Folders
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You can rename folders in the local repository only:

If selected folder comprises a file that is checked out for edit, you will not be allowed to rename the folder. In order to
rename the folder, you will have to undo checkout or upload the relevant file first.

Also See...
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Using the Task List

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Editing a Task

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Deleting a Task

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Deleting a TaskBot
As a Bot Creator with access privileges to particular folders, you might want to delete an existing automation TaskBot.
To delete a TaskBot, follow these steps:
1. In the Task List, select (highlight) the TaskBot you want to delete.
2. Delete the TaskBot using one of the following methods:
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In the Edit menu, select Delete.

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In the Actions button, select Delete from the drop-down list.

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Right-click on the TaskBot and select Delete.

3. In the Delete Task? window, click on Yes.

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The TaskBot is removed from the Task List view.

Similarly, you can delete a TaskBot from the server:
1. Go to Manage → Repository
2. Select TaskBot(s) from the Server Repository
3. Click Delete
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The TaskBot is removed from the Server Repository → My Tasks list view

Note: After deleting a TaskBot, you cannot restore the TaskBot on the client. Before deleting a
TaskBot, be sure you no longer have use for that TaskBot.
If the TaskBot was copied to the server, you can restore it by copying the server version to the client.
Tip: As a best practice, be sure that all tasks are copied to the server as a way of backing up your
automation projects.

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Deleting a file and folder if Version Control is enabled
1. Deleting a TaskBot
a. Deleting from local repository - If you have version control enabled, while deleting a TaskBot or a file from the Client, apart
from confirmation, you will be notified that the TaskBot/ file will be deleted locally only.

b. Deleting from Server repository - To delete a TaskBot/file from the server repository, you will have to select it from the relevant folder of the repository.
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Scheduled Bot (Task/File) - While attempting to delete a Bot that is used in a schedule, you are shown:

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To deleta a Bot that is scheduled to run, you must remove it from the schedule.

Dependent Bot (Task/File) - While attempting to delete a Bot that is dependent on another TaskBot, you are shown:

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To delete a task that is listed as dependent on some other TaskBot, you must first remove the dependency
from the Client. You can then upload the TaskBot to the server again to ensure it is not being used as
dependency.

2. Deleting a Folder
You can delete a folder from the local repository only:

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Note: The 'Delete Folder' option is disabled if it comprises a TaskBot that has been checked
out for edit.

Also See...
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Using the Task List

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Editing a Task

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Running a Task
In most cases, as you create automated tasks, you'll want to test the process to ensure that the results match your expectations. You
can test an automated process by running the task.
When running tasks, Automation Anywhere provides advanced task-queuing technology with run-time settings that you can tune.
You can run a task manually or you can schedule a task to be run at a later time.
To manually run a task, follow these steps:
1. In the main Automation Anywhere window, select (highlight) the task you want to run.
2. Run the task by using one of these methods:
a. Click the Run button.

b. Click on the File menu and select Run.
c. Click on the Actions button and select Run from the drop-down list.
d. Right-click on the task and select Run.
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When a task begins to run, a Run-Time window is displayed.

You can pause or stop a task from running at any time.
1. To pause the task, press the Pause button on the 'Run Time Window'

2. You can resume running the task by using the Play button on the 'Run Time Window'.

3. To stop a task from running, use one of the following methods:
a. Use the Stop button.

b. Press the Escape (ESC) key on the keyboard.
Tip: You can also modify your hotkeys to use a different key to stop tasks that are running.

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When stopping a task, the process does not end abruptly. The Run-Time window displays the message "Aborting" and completes any
step that is in progress.

Note: When using the 'Run Task' command, if you have a sub-task running within the main task, the
window will display the task hierarchy.
The run-time window will display:
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The selected and current task being executed.

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The task's action being performed.

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The task's line number.

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Tool tip - if the task flow is too long to fit within the window.
Tip: Hover the cursor over the task name and the task flow is displayed as a tool tip.

Running Password Protected Tasks
In order to run a password protected task, you are prompted to edit, save and re upload the task to the Control Room as the Password
protection feature is deprecated.
While running such tasks you are displayed:

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Click OK. This will launch the Enter Password window. To remove the password and open the task in edit mode, provide the password.

Save the Task.

Also See...
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Setting Up Hotkeys for a Task

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Stopping a Task
While running an automated task, you can pause or stop the process, as necessary. You can stop a task from running either manually
or by inserting a conditional command within the task.
Stopping a Task Manually
To stop a task manually, simply click the Pause
keyboard for 2-3 seconds.

or Stop

button on the progress window, or press the Escape (ESC) key on the

Stopping a Task Using a Condition
You can stop a task by using specific conditions by inserting a 'Stop Task' command.
A Stop Task instruction looks like this in the Workbench:

Tip: Stop the task only when encountering a file that is larger than a particular number of megabytes
(MBs).
To know more about using this command refer Stop Task Command.

Also See...
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Running a Task

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Editing a Task

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Deleting a Task

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Locating a Task on Your Computer
In some cases, you might want to locate the task file that is associated with an automated task you've created.
Automation Anywhere files have the file extension of: '.atmx'
To locate an Automation Anywhere task file on your computer, follow these steps:
1. In the main Automation Anywhere window, select the task in the Task List for which you want to locate the .atmx file.
2. Either click on the Edit menu or on the Actions button, and select 'Locate on Disk'. A Windows Explorer window is displayed showing the folder containing the task files.
3. Locate the automation task file. The task name matches the name you've assigned to the task.

Also See...
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Sending a Task

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Sending a Task
Occasionally, you might want to distribute your automation tasks to other people and locations. Using the 'Send To' option, you can
send a task to the following locations:
1. The Desktop - you can create a desktop shortcut to run the task with a click of a button.
2. An email recipient - Send the task to another person using an email address.
3. The Start-up folder - Enable the process to be run each time the computer starts by using the Windows Start-up folder.
4. The My Documents folder - Organize and run tasks from the My Documents folder.
To send a task to any of these locations, follow these steps:
1. Either click on the Edit menu or on the Actions button, and select 'Send To'.

2. Select one of the Send To options and complete the information, srequired.

Also See...
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Sending Email Notifications for a Task

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Locating a Task on Your Computer

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Setting Task Properties
After you create an automation task, you can view and change its properties.

Use the Properties tab to set and adjust the settings for your task. On this tab, you can do the following:
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View and set general properties, such as setting the priority status and viewing the date it was created.

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Specify the frequency or conditions to repeat the task.

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Adjust the speed for which a task runs.

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Set up email notifications for a task.

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Specify hot keys to use with you task.

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Set security parameters to ensure that only authorized users run the task.

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Enable sharing data for Analytics

Also See...
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Viewing and Setting General Properties

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Repeating a Task

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Adjusting the Speed of a Task

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Sending Email Notifications for a Task

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Viewing and Setting General Properties
After you create a task, you can view and edit the task's general properties by using the General tab.
The general properties include task name, status, last run time, and other statistics. You can also use the Description/Notes field to
enter useful comments about the task.

General Properties - An Overview
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File Name - Displays name of the task

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Created at - Displays the date and time of task creation

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Status - Displays the last time the task was run.

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View Log - Click View Log to see historic and detailed status of the task. If the task has failed, View Log shows the line number
where the task failed.

Refer the sample of the log as displayed in notepad given below:

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Last Run Time - Displays the last time the task was run.

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Mouse Clicks - Lists the total mouse clicks recorded in a task, automatically calculated based on the task.

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Keystrokes - Lists the total keystrokes recorded in the task, automatically calculated based on the task.

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Total Clicks - Lists the total clicks (Mouse Clicks + Keystrokes) recorded in the task. Automatically calculated based on the task.

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Priority for queuing - Specify a priority for the task, which will decide the precedence of the task when it is in a queue. Also, if the priority is same then rules apply for precedence of jobs.

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Timeout - Specify timeout for the task to ensure that the task gets aborted automatically after the specified time. Timeout can be set
only in minutes between 0 and 9999. Refer Timeout for more details.
Enable this task to run with other similar files or window titles - By default, the task recorded will only run on the specific file(s) it
was recorded on. However, an option is available for running the recorded task on any file within the application it was recorded in.
For e.g., a task recorded on the file abc.xls can run on def.xls, xyz.xls, or any other *.xls file, without editing the task.
Description/Notes - Add descriptions and notes for a task in the Description/Notes window.

Also See...
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Running a Task

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Timeout
Timeout feature allows you to specify the time after which the task will be aborted automatically. The feature is especially beneficial for
tasks that are run in unattended mode. In any case, if the task gets stuck somewhere, it will automatically aborted if it doesn't get any
response within the specified time. Once a task gets timeout, the downstream tasks (the tasks in queue) can run smoothly.
To set the timeout for a particular task, follow the steps mentioned below:
1. Select the task for which you want to specify timeout.

2. Now simply input the timeout for a task in the Properties Section.

Note: Range of the Timeout is from 0 minute to 9999 minutes.
It is also important to note that Timeout for a task is not applicable:
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If the task is run in Debug mode.

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If the task is called through 'Run Task' command. In this case, timeout of the main task will be applicable.

For the tasks that are run in 'Repeat' mode, timeout should be specified keeping in mind the interval of repeat. For instance, a task is
set to repeat 5 times and the time between each repeat is specified as 5 minutes. In such a case, it is advised that Timeout for that task
is set after calculating the total time that it takes to finish all the repetitions.
Timeout time-frame is excluded:
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When a task is manually paused.For instance, if Timeout is set for 1 minute and the task is paused after 40 seconds. In this case,
the task will Timeout after 20 seconds of being resumed.
When a low priority task is suspended and is resumed after completion of a High Priority task. For instance,if Timeout is set for 1
minute and the task is suspended after 40 seconds. In this case, the task will be timed out after 20 seconds of being resumed after
completion of the High Priority task.
When first task is Paused, second task is aborted and first task is resumed.

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When a low priority task is suspended and is resumed after the High priority task gets Timed out. For instance, ifTimeout is set for 1
min and the task is suspended at 40 seconds and High priority task is timed out. In this case the low priority task will not be
resumed.
Note: Timed out task ROI is not added to the total ROI.

For more information contact https://support.automationanywhere.com.
Timeout Notifications
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When a task gets Timed Out, user is informed about it through Notifications.

You can also set Email Notification to be informed whenever a task is Timed Out. For more details, refer Setting Up Email Notifications.
You can see historic and detailed status of a Timed Out task by clicking on View Log in General Properties of the task.
For more information on tasks that have been Timed Out, you can view Timeout entry in System Logs. Refer Viewing System Logs
for details.
You can also see how many times a task has Timed Out in Visual Reports. Refer Reports for more details.

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Repeating a Task
Automation Anywhere enables you to repeat a task that is scheduled to run. This feature is especially useful while testing automated
tasks, or tasks that need to repeat upon run failure or even when running routine maintenance tasks.
Use the Repeat property in the main Automation Anywhere window:

You can set the following options for the Repeat property:
Do not repeat: The task runs only once. This is the default option.

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Repeat a number of times: Repeats the task a number of times, as specified in this field.
Example: Repeat an email task 15 times to send 15 emails.

Repeat until I Stop it: Repeats the task until you stop it by clicking the stop button or by pressing the ESC key. Use this option
when you are not sure how many times the task needs to run.

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Repeat for hh:mm:ss time: Repeats the task for a time period that you specify.

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Note: You can specify up to 99 hours, 59 minutes, 59 seconds (a repeat duration of just over 4
days).
Time between repeats: Sets a duration of time to wait before repeating a task.

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Upon error, continue with next repeat: By default, running tasks are stopped when an error occurs. By setting this option, the
task is repeated regardless of run failure.

Also See...
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Viewing and Setting General Properties

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Adjusting the Speed of a Task

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Sending Email Notifications for a Task

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Setting up Hotkeys for a Task

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Adjusting the Speed of a Task
Use the Speed property to adjust the speed at which a task runs. You can also view the duration in hours, minutes, and seconds that it
takes the task to run.

The speed of the task can be adjusted to run in 3 speeds:
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Standard Replay - The task runs at the same speed as when it was recorded.

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High-Speed Replay - The task runs at a faster speed than was recorded.

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Turbo-Action Replay - The task runs at the fastest speed and excludes any mouse moves.

The Automation Anywhere SMART Automation Technology ensures that when you increase the replay speed, accuracy and reliability
are not compromised.
Tip: In some rare cases, certain pauses during the recording of a process have implicit applicationspecific meaning. In these cases, set the replay speed to the Standard Replay mode to ensure the most
accurate replay.

Also See...
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Setting Task Properties

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Scheduling Tasks to Run

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Sending Email Notifications for a Task
When planning to run your tasks, you can set up email notifications that are sent to one or more email addresses that you specify.
In the Notification tab under Properties, select 'Send email notification when task finishes' and specify one or more email addresses.

If you select 'Send email notification when task finishes' check box, but do not specify an email address, Automation Anywhere uses
the email address that is specified in the 'To:' field in the Tools -> Options -> Email Notification.
Tip: If you only need to specify one email address to notify, set it using the Tools menu and selecting Options -> Email Notification. However, if you need different tasks to send status emails to different email addresses, specify these email addresses for each task individually.Refer Setting up Email
Notifications for details.

Also See...
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Setting Task Properties

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Editing a Task

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Setting up Hotkeys for a Task
One of the distinguishing benefits of automating your tasks with Automation Anywhere is the ability to launch a task with the press of a
single key.
You can assign a hotkey to an automated task by using the Hotkey property.

To assign a hotkey, follow these steps:
1. On the Properties tab, select Hotkey.
2. Either specify a hotkey in the field provided or select a hotkey from the pop-up window. If a hotkey is being used by another process, it will be show as not selectable in the list.

Note: The automated tasks can run even when the Automation Anywhere client is not running.

Also See...
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Stopping a Task

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Scheduling Tasks to Run

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Setting Security Features for a Task
Automation Anywhere provides advanced security for running tasks in a secure manner using various features such as stealth mode
task play and disable mouse/keyboard.

Important: From Enterprise edition 10.2, Password protection in tasks is deprecated. On upgrading
to Enterprise edition 10.2, your password protected tasks will have to be manually edited to remove the
password.
The Security* property provides the following features:
Auto-Login Advanced Settings: You can specify the following advanced settings for Auto-Login:
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Running this task in stealth mode: Use this option to prevent information from being displayed on the screen while the task is running in Auto-Login mode. Application windows and programs are hidden from your screen to avoid unauthorized users seeing the
information.
Disable mouse and keyboard for this task: Use this option to disable the computer mouse and keyboard while the task is running
in Auto-Login mode. Unauthorized users are prohibited from gaining control of the computer while the task runs. If the computer
recognizes an unauthorized user who is accessing the computer, Automation Anywhere automatically locks the computer, ensuring security.
For this option to work you must ensure that the Run Task as an Administrator option is enabled in Tools > Options > Runtime Settings. Learn More
Note: When nesting automation tasks, if a parent task runs a child task, the Auto-Login settings of the parent take effect, regardless of the settings of the child.

* The security feature is not available in the Trial version.

Also See...
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Running a Task

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Scheduling a Task

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Viewing System Logs
Automation Anywhere logs all events that occur in the application. Major events, such as a task run, task creation, and changes to task
properties are logged.
To view this logged data, Automation Anywhere provides System Logs. The System Logs show all client activities. These reports are
very useful for monitoring and troubleshooting.

To view the system logs, follow these steps:
1. From the main Automation Anywhere window, click on the Tools menu and select System Logs.
2. Select the Log Type from the drop-down list. The types include:
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Task Creation

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Task Run

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Task Modification

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Task Deleted

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WorkFlow Creation

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Workflow Run

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Workflow Modification

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Workflow Deleted

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Report Creation

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Report Run

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Report Modification

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Report Deleted

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Task To Exe

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Schedule

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Trigger

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Task Properties

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App Configuration

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File

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Folder

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Script

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Other

3. Specify the Start and End dates in the format you specify.
4. Click Generate Logs.
5. To export the logs to a CSV file, specify the name of the CSV file and click Export.
6. To delete an entry, select the check box next to the log and click Delete.

Also See...
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Using the Error View

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Enabling the Debugging Option

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Logging into Windows when Application Path Changes

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Scheduling Tasks to Run
After creating an automated task, you can schedule the tasks to run based on a schedule or on a trigger event.

Note: In Enterprise editions 10.0 & 10.1, Bot Creators - Client users with task creation privileges
can only test run the tasks using the 'One Time Only' schedule option. However, Bot Runners - Client
users with run time privileges, can continue to schedule tasks using various options if using Enterprise edition 10.2. and above. Learn More
Scheduling Tasks
Automation Anywhere provides a Scheduler and a Schedule Manager that you can use to run your tasks anytime you want.
Scheduling Tasks Using the Scheduler
The Automation Anywhere Scheduler provides time-based scheduling capabilities. You can schedule tasks to run on particular days,
weeks, or months of the year.
For more information on the Scheduler, see Scheduling Tasks Using the Scheduler.
Viewing Task Schedules Using the Schedule Manager
The Schedule Manager enables you to view, add, or edit the schedules of tasks that you have created.
For more information on the Schedule Manager, see Using the Schedule Manager.
Scheduling Tasks Using Triggers
To run a task based on a trigger event, use the Trigger tab on main Automation Anywhere window.
Some examples of events that can trigger a task to run include when:
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A new window opens

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A specific file is created

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A file is deleted

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An email is received in a particular in-box

For more information about using triggers, see Using the Trigger Manager

Also See...
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Recording an Automation Task

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Using Special Keys

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Setting Task Properties

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Exiting the Automation Anywhere Client

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Scheduling Tasks Using the Scheduler
The Automation Anywhere Scheduler enables you to schedule automated tasks to run at preferred times, without requiring supervision
or intervention.
Scheduling Tasks
Automated tasks and process workflows can be scheduled to run as shown:

Schedule a task using the Scheduler by following these steps:
1. Select the task that you want to schedule.
2. Click the Schedule tab.
3. Set the scheduling information for time, date, and frequency.
4. Click on Save.
5. Provide your Windows user name and password.

If you have already saved Windows Login Credentials in Login Settings option, then Scheduler
will not prompt you to input the credentials again.

6. Schedule a task to run, multiple times. To add more scheduled times, click the Add

button.

To ensure the computer is unlocked when a scheduled task runs, see Using the Auto-Login Option.
Automation Anywhere provides scheduling options for running tasks with the following frequencies:
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Daily (for example, every day, only weekdays, or every 2 days)

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Weekly (specific days of the week; for example, Mondays)

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Monthly (specific days of the month; for example, January 1 and October 5)

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One time only

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When the computer is started

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When you log onto the computer

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When the computer is idle
Note: Schedules not visible after upgrade? Refer 'Migrating schedules to newer versions'.

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Entering Windows Login Information
For security reasons, when scheduling tasks to run using the Scheduler, you may be required to enter the Windows user name and
password. This security check ensures that only the machine owner can schedule tasks to run.

No User Name and Password?
Many automation users do not have passwords set on their systems. In this case, you can create a password to enable you to schedule
tasks. Use the Auto-Login option to avoid needing to enter the password each time you start the computer.
To create a password on your system, follow these steps:

For Windows 7
1. On the Windows 7 desktop, click the Start button and click on the Control Panel.
2. Double-click on User Accounts.
3. Complete the instructions for creating a password. Any valid password is acceptable, although it cannot be a blank password.
To configure your machine to use the Auto-Login option, follow these steps:
1. On the Windows 7 desktop, click the Start button and click Run.
2. Type: control userpasswords
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The User Accounts window is displayed.

3. Go to the Advanced tab
4. Deselect the 'Require users to press Ctrl + Alt + Delete
Note: Enabling Auto-Login makes the computer more convenient to use, but can pose a security risk.
Be aware that any person can turn on the machine and access your files.

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Also See...
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Scheduling Tasks to Run

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Scheduling Tasks Using Triggers

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Setting Task Properties

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Using the Schedule Manager
The Automation Anywhere Schedule Manager is a convenient facility that displays all task schedules that are set for your tasks. Using
the Schedule Manager, you can view, add, or edit any of your task schedules.
Viewing Task Schedules
To view your task schedules, launch the Schedule Manager in one of the following ways:
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In the main Automation Anywhere window, click on the Schedule Manager tab on the lower left side.

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Or click on Tools -> Schedule Manager on the menu bar.
Note: Schedules not visible after upgrade? Reference 'Migrating schedules to newer versions'.

Creating, Editing, and Deleting Task Schedules
You can manage all of your task schedules by using the tabs in Schedule Manager:
1. Date and Time tab

2. System tab

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Date and Time Schedules
Within the Date and Time tab, you can use the Day, Week, and Month tabs to work with scheduled tasks.

You can add, edit, or delete scheduled task to run by using any of these views:
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Day: The Day view displays the time and description for each scheduled task. You can add, edit, or delete scheduled tasks. Use
this if you need to run your tasks daily and with more frequency.
Week: The Week view displays the date and time of scheduled tasks for the week, and includes a description. Use this option
when you wish to schedule to run your task on a weekly basis.
Month: The Month view displays the date and description of scheduled tasks for the month. Use this option when the frequency of
running your tasks could be scheduled monthly.
Date Range: In the Select Date section on the left, you can specify a date range for scheduled tasks by clicking and holding the
mouse button on a start date and dragging it to the end date, highlighting the range. The Month view automatically opens to display
scheduled tasks within that date range.

Adding, Editing and Deleting Schedules
You can add, edit and delete schedules for tasks on your Client machine using various options:
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Daily (for example, every day, only weekdays, or every 2 days)

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Weekly (specific days of the week; for example, Mondays)

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Monthly (specific days of the month; for example, January 1 and October 5)

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One time only

To add a schedule, click on

and select the required option and save.

To edit a schedule, select the schedule and click on
form similar actions by clicking on

or double click or context click and select 'Edit'. You can per-

to delete a schedule.

System Command Schedules
Use the System Tab to view tasks that are scheduled to run based on system events, such as triggers.
Using this view, you can add, edit, or delete task schedules that use triggers to initiate a run.

The following system triggers are available:
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When My Computer Starts

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When I Log On

To add a System event schedule, click on

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To edit a schedule, select the schedule and click on
ilar actions by clicking on

or double click or context click and select 'Edit'. You can perform sim-

to delete a schedule.

Changing the Filter View of Task Schedules
You can change the view of scheduled tasks by clicking on Change Filter on the extreme right of the systems tab in the Schedule Manager.

Select tasks to view by taking one of the following actions:
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Browse to the required file or folder, and select the task.

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Select multiple tasks by holding the Control (Ctrl) key and selecting the tasks.

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Select "All" to view all scheduled tasks for the system.

Also See...
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Scheduling Tasks to Run

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Using Triggers

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Scheduling Tasks in Bot Creator or Bot Runner
The Automation Anywhere Scheduler enables Development Clients to schedule automated tasks once to run at preferred times,
without requiring supervision or intervention.
It is important to note that Bot Creators - Client users with task creation privileges and Bot Runners - Client users with run time privileges, can only test run the tasks using the 'One Time Only' schedule option. However, the Bot Runners can continue to schedule
tasks using various options if using Enterprise edition 10.2.
To run a scheduled task on a Bot Runner, the Control Room Administrator can create a schedule using Tasks Schedule console in
Control Room.
Note: If you have already saved Windows Login Credentials in Login Settings option, then Scheduler
will not prompt you to input the credentials again.

Scheduling Tasks
A. Bot Creators i.e. Clients with Development privileges can schedule an automated task to run for 'One Time Only' as shown below:
1. Select the task that you want to schedule.
2. Click the Schedule tab.

3. Select 'One Time Only' option from a drop down.

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4. Set the scheduling information for time and date.

5. Click on Save.
6. Provide your Windows username and password.
B. Bot Runners i.e. Clients with only run-time privileges can schedule tasks using various options with the following frequencies:

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Daily (for example, every day, only weekdays, or every 2 days)

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Weekly (specific days of the week; for example, Mondays)

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Monthly (specific days of the month; for example, January 1 and October 5)

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One Time Only

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When My Computer Starts
Note: If you Shut down and then Start your machine instead of using Restart, it is important
that you first disable the fast startup option given in the Power Options settings of Control
Panel.
For example, if you are using Microsoft Windows 8, 8.1 or 10, follow these steps:
i. Go to Control Panel → Power Options
ii. Click Choose what the power button does → Change settings that are currently unavailable.
iii. Disable Turn on fast startup option
Refer the Microsoft website for details.

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When I Log On

To ensure the computer is unlocked when a scheduled task runs, see Using the Login Settings Option.
Note: Schedules not visible after upgrade? Refer 'Migrating schedules to newer versions' section in
Troubleshooting for details.

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Scheduling Tasks Using Triggers
In addition to scheduling a task to run based on a date and time, you can use trigger events to start your automated tasks.
The Trigger feature enables a task to run automatically in response to an event that occurs on your computer. You can use triggers to
run a task when, for example, a new window opens or a specific file is created.
To use triggers, select an automation task and click on the Trigger tab in the main Automation Anywhere window and select the trigger
type that suits the selected task.

Note: Be cautioned that on Windows login, the trigger for a scheduled tasks take some time to come
into effect. Hence, it is recommended that you wait for the trigger event to launch when you start your
machine and use Windows credentials to login.

Also See...
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Adding a Trigger to a Task

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Managing Triggers Using the Trigger Manager

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Adding Triggers to a Task
An Automation AnywhereTrigger automatically runs a task in response to an event that occurs on your computer. You can use triggers
to run a task when, for example, a new window opens or a specific file is created.
Automation Anywhere provides the following types of trigger events:

Before using trigger events you must take note of the following:
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Triggers do not work on machines when in Logged off state. However, when in Locked state triggers can work if Auto-Login is
enabled. Refer Using the Auto Login Option for details.

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Triggers are applicable only in the local instance of the Client.

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Triggers do not get uploaded with the task to the Control Room and hence cannot be deployed.

Using Window Triggers

Window triggers launch an automated task when an application window action takes place. Automation Anywhere provides the list of
open applications on your computer and enables you to refresh the list at any time. You can select from either of the following options
as the trigger event:
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When an application window opens

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When an application window closes

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Using File Triggers

File triggers launch an automated task when a file action takes place. You can select from any of the following options as the trigger
event:
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When a new file is created

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When an existing file is deleted

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When a file is renamed

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When a file is modified

Using Folder Triggers

Folder triggers launch an automated task when events affect folders on your computer. You can select from any of the following options
as the trigger event:
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When a new file is created in the folder

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When an existing file is deleted in the folder

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When a file is renamed in the folder

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When a new folder is created

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When an existing folder is deleted

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When a folder is renamed

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When a folder is modified

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Using Performance Triggers

Performance triggers launch an automated task when particular computer resources reach a threshold or certain criteria are met. You
can select from the following options as the trigger event:
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CPU Usage: The computer CPU usage reaches a level that you specify (in %).

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Free Disk Space: A certain amount of free disk space is reached that you specify in megabytes (MB).

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Process Count: When a particular number of processes that you specify are running.

Using Process Triggers

Process triggers launch an automated task when a system process starts or stops. Automation Anywhere provides the list of available
processes for your computer and enables you to refresh the list at any time. You can select from either of the following options as the
trigger event:
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When a process starts running

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When a process stops running

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Using Service Triggers

Service triggers launch an automated task when a system service takes action. Automation Anywhere provides the list of available services for your computer and enables you to refresh the list at any time. You can select from any of the following options as the trigger
event:
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When a service starts running

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When a service stops running

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When a service resumes running

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When a service pauses

Using Email Message Triggers

Email Message triggers launch an automated task when an email is received in the email account that you specify. To specify a trigger
for new incoming email messages on a mail server, specify the following:
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Host name

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Port details

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User name

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Password

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A time interval to use between checking for new messages

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If the email account uses SSL, check the "Server Uses Secure Connection (SSL)" check box.

Examples of Using Triggers
Example 1: Run an automated task each time a 'Microsoft Excel' window opens:

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1. For Trigger type, select Window.
2. From the Window Title drop-down menu, select the title Evaluation Users - Excel. If the window is not available in the list, open the
application and click on Refresh.
3. Under Action, select 'When window opens'.
4. Save the trigger by clicking the Save button. The task will now run each time Microsoft Excel opens.

Example 2: Run an automated task that sends an email whenever a file is deleted from a critical work folder on the computer.
1. For Trigger type, select Folder.
2. For Folder Name, click on the ellipsis (...) and select the folder that you want to monitor.
3. For Action, select 'When any file is deleted.'
4. Save the trigger by clicking on the Save button. When a file is deleted from the selected folder, the task will run and send a notification email.

Recommendations for Using Triggers
Automation Anywhere recommends you follow these guidelines with using triggers to run your tasks:
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If you are running a task on a locked computer, use the Auto-login feature to unlock the computer when the triggered task runs. See
Using the Auto-Login Option. Refer Using the Auto-Login Option for details.
You can assign a system variable to a trigger action that returns the name of the file, folder, or window that used to trigger the task.
Refer Trigger Variables for details
Use triggers to run process work flows. Refer Scheduling Tasks Using Triggers for details.

Also See...
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Using the Trigger Manager

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Using the Trigger Manager
Over time, you might create several triggers that run various automated tasks. For example, a single task might be run using five different triggers, or a single trigger might run five different tasks. As the number of tasks and triggers grow in number, you will want to
organize and manage these triggers.
You can use the Trigger Manager to display, add, modify, and delete triggers you have set for your tasks.
Using the Trigger Manager, you can:
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Add a trigger

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Modify a trigger

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Delete a trigger

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Enable a trigger

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Disable a trigger

To use the Trigger Manager, follow these steps:
1. In the main Automation Anywhere window, click on Trigger Manager tab on the left side. The Trigger Manager window is displayed,
showing the tasks that are driven by each trigger.

2. Add additional triggers or work with your existing triggers:
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To add a new trigger, click the Add button.

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To edit an existing trigger, click the Edit button.

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To delete an existing trigger, click the Delete button and click "Yes" to confirm.

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To enable a trigger, ensure that the check box in the far left column is checked.

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To disable a trigger, un-check the check box in the far left column.

You can enable or disable all triggers at once by checking or un-checking the check box at the top of the Trigger Manager window.
Note: Be cautioned that on Windows login, the trigger for a scheduled tasks take some time to come
into effect. Hence, it is recommended that you wait for the trigger event to launch when you start your
machine and use Windows credentials to login.

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Also See...
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Scheduling Tasks Using Triggers

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Scheduling Tasks to Run

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Troubleshooting Scheduled Tasks
Having trouble running a scheduled task?
If your scheduled task fails to run, follow these steps:
1.

Ensure that you have provided the user name/password.
For security reasons, you may be required to enter your user name and password to run a scheduled task.

2.

If you have multiple accounts, verify that the correct user name/password are used.
If you have multiple accounts on the same computer, such as a domain account and a local account, verify that the user name
you specified is the same user name that was used to log into the computer. Scheduled tasks will not run if the scheduled task
attempts to run under a different user account. Automation Anywhere pre-fills the user name field with the user name you used
to log in.

3.

Check the task status in Control Panel.
To check the status of the task in the Control Panel, follow these steps:
1. Open the Control Panel and click on Scheduled Tasks.
2. Select the task that corresponds to your task (the file starts with your task name).
3. Right-click on the task and select Run. If the task does not run, check the Status column.

4.

Schedule the Calculator Application.
If your task still does not run, follow these steps:
1. Open the Control Panel and click on Administrative Tools.
2. Click on the Task Scheduler.
3. In the Active Tasks drop-down, select Calculator (see figure below). If the calculator does not run, the scheduler service is
not installed properly on your computer.

5.

Verify that the Task Scheduler service is started.

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By default, the Scheduler service is started on all Windows XP machines. Verify that the service is started by following these
steps:
1. Open the Control Panel and click on Administrative Tools. Select Services.
2. Verify that the status of the Task Scheduler service is "Started."
3. If the status is not "Started", right-click on it and select Start.
4. Verify that the 'Startup type' is set to 'Automatic'. This ensures that the service will start automatically in the future.
6.

Restart the Task Scheduler.
If the problem persists, restart the Task Scheduler by following these steps:
1. Open the Control Panel and click on Scheduled Tasks.
2. In the Advanced Menu, click on 'Stop using Task Scheduler.'
3. Wait 10 minutes.
4. Click on "Start using Task Scheduler" to restart the Task Scheduler service.

7.

Contact Technical Support.
After completing these steps, if you are not able to run the task as scheduled, it is likely that the scheduler service is not
installed correctly on the computer. Contact Technical Support at: Open a Support Case.

Also See...
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Scheduling Tasks to Run

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Running a Task

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Debugging Tasks

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Using Caps Lock in Your Tasks
As a best practice, make sure that the Caps Lock key is turned OFF prior to creating your automation tasks.
When you create a new automation task, Automation Anywhere records the state of the Caps Lock key during the recording.
When running the task, Automation Anywhere changes the state of Caps Lock key to match the state that existed prior to recording the
task.

Recording with Caps Lock ON
If the Caps Lock key is turned ON when you start recording, Automation Anywhere records the task with Caps Lock ON.
When you run this task:
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Automation Anywhere checks the state of the Caps Lock key.

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If the Caps Lock key is OFF at the time it is run, Automation Anywhere turns Caps Lock to ON before running any of the steps.

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If you use Insert Keystrokes commands within the task, upon running the task Automation Anywhere toggles the state of Caps Lock
to OFF, resulting in lowercase characters.

Recording with Caps Lock OFF
If the Caps Lock key is turned OFF when you start recording, and you use Insert Keystrokes commands within the task to type uppercase characters, Automation Anywhere turns Caps Lock ON.
Note: Be aware that when you use Insert Keystrokes commands, no indicator exists for changes to the
Caps Lock key status. Changes are carried out internally.

Also See...
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Debugging Tasks

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Debugging TaskBot/MetaBot Logic
For advanced users, Automation Anywhere provides the capability to debug automation TaskBots/MetaBot Logics. Although Automation Anywhere enables you to easily create simple Bots, some longer, more complex Bots might require debugging.
Automation Anywhere provides a Debug Toolbar to manage your debugging. Follow these steps to enable debugging mode:
1.

Display the Debug Toolbar either by clicking on the Enable Debugging button or by clicking on the Debug menu and selecting
Enable Debugging.

The ' Variable(s) Watch Table' window is displayed. To understand more about this feature refer Watching Variables.

2. Use the Debug Toolbar to insert Breakpoints in your task. To insert a Breakpoint, select a command and insert a Breakpoint by
either clicking the Toggle Breakpoint button on the Debug Toolbar or by pressing the F9 function key.

3. Debug the TaskBot/MetaBot Logic action-by-action by using the Step Over button (or the F10 function key).

4. Run your task in Debug mode (one command at a time) to isolate any errors.
5. To remove a Breakpoint, select the command and either click the Toggle Breakpoint button or press F9. To clear all Breakpoints,
click the Clear All Breakpoints button on the Debug Toolbar.

6. Use the Set SnapPoint button in a task to capture images of the task while it runs. Use the Visualize button to view the images that
are captured when using the Set SnapPoint option in Debug mode.

7. To stop debugging, either click on the Disable Debugging button or click on the Debug menu and select Disable Debugging.

Note: Automation Anywhere does not store debugging information (Breakpoints); therefore, when exiting application, be aware that all Breakpoint information will be lost.

Also See...
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Watching Variables

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Calling Tasks from Programs or Scripts
You can call Automation Anywhere tasks from other programs, scripts, or batch files.
By default, Automation Anywhere saves all tasks in the folder named:
My Documents\Automation Anywhere Files\Automation Anywhere
Calling a Task from a Batch File
Task-name: download-emails.atmx
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Call the task named download-emails.atmx from a batch file by adding the following line in the batch file:

"C:\Program Files\Automation Anywhere Enterprise 7.0\Client\AA.Player.exe"
"/fD:\My Documents\Automation Anywhere Files\Automation Anywhere\My Tasks\download-emails.atmx/e"
Calling a Task from an Excel Macro
Task-name: download-data.atmx
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To call the download-data.atmx task from an Excel macro, add the following text to the Excel macro:

Dim RetVal
RetVal = Shell("C:\Program Files\Automation Anywhere Enterprise 7.0\Client\AA.Player.exe "/fD:\My Documents\Automation Anywhere Files\Automation
Anywhere\My Tasks\download-data.atmx"/e", 1)
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If the task is successful, it returns 0 to the calling program. If it encounters an error, it returns 1.

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Uploading - Pending Changes or Files
As a Bot Creator with access privileges to particular folders, you can upload files from folders to the server using different options if Version Control is enabled in Control Room.
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'Upload Pending Changes' to upload files from a selected folder in the Tasks, Workflows and Reports list.

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Upload selected files from the Repository.

Uploading Pending Changes
Use the Upload Pending Changes option when you want to upload files from a folder in Tasks list, Workflow and Reports. These
folders and sub-folders comprise new and/or checked out files that are pending upload.
1. To upload, select the 'Upload Pending Changes' option from the context menu:

2. As you can see, all files other than the ones that have a remark are enabled by default for upload in the Upload Pending Changes
window.

However, the files that have

are not selected as either:

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A file with same name exists in the repository.

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The file is part of a folder to which the user does not have access.

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The file is not checked out by the Bot Creator

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The file is force unlocked by the server administrator

3. Now select the files to upload.

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4. Input the required comments in 'Upload Comment' and click Upload. These comments are applicable to all files that are uploaded.
Note: During upload any failure results in cancellation of operation.
Once upload finishes, the list view will reflect the check in status.
Uploading Files
1. Click the Upload button

5. In the Upload Files window, the files that are 'Allowed' to be uploaded are selected; if required, de-select the files that you do not
want to upload.

6. Add your 'Upload Comments' and click 'Upload'.These comments are applicable to all files that are uploaded.
File Status and Action 
The following table describes the status of a file and the action that is marked for the same:
Status Description

File Status

Action

If the File is checked out by the Client

Checkout

Allowed

If the File is checked out by another Client or force unlocked by
server administrator

Locked

Not Allowed

If the File is new and does not exists in the server repository

New

Allowed

If the File is new and exists in the server repository

Duplicate

Not Allowed

If the File is new and folder access unavailable

New

Not Allowed

Also See...
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Uploading Comments

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Viewing Version History

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Uploading or Downloading TaskBots, Workflows and Dependencies
As a Bot Creator with access privileges to folders that contain TaskBots (tasks) and Workflows with dependencies, you can upload
such TaskBots and Workflows to the Control Room and downloaded in the Client Repository, automatically by using Upload/Download
option in the Client. This ensures you do not have to manually upload/download dependent TaskBot(s), MetaBots, and IQBots. You
also do not have to upload dependent files such as doc, docx, xls, xlsx, csv, mdb, pkx, atmx, exe, pdf, txt, jpg, png, bmp, and xml.
It allows smooth deployment of selected Bots and Files on Bot Runners from the Control Room.
Note: When Version Control is enabled, auto upload/download of tasks and dependencies is available
for users above Enterprise Edition 10 SP2 with product version 10.5.0. If you have Enterprise Edition
below 10 SP2, you need to upgrade in order to avail this facility Learn More
Uploading Tasks and Dependencies
You can opt to upload task(s) and its dependencies using any of the given methods:
1. To upload dependencies for single task:
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Context click the task and click on 'Upload' option:

OR
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Select the task and click on

.

2. To upload dependencies for multiple tasks:
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Select multiple tasks using a combination of keys (ctrl/shift) and click on

.

OR
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Select the tasks from the 'Client Repository' and click on 'Upload':

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The 'Upload Task(s) and Dependencies' window is displayed:

Note: When Task(s), MetaBot(s), and/or IQBots do not fulfill certain dependency criteria, they are
not available for selection. The 'Remarks' column displays the reason for upload/download failure.
Refer the section on Remarks for details.

Uploading Workflow tasks
You can opt to upload Workflow(s) with its tasks using any of the given methods:
1. To upload a single workflow with tasks:
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Right click the workflow and select 'Upload' option:

OR

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Select the workflow and click on

.

2. To upload dependencies multiple workflows:
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Select multiple tasks using a combination of keys (ctrl/shift) and click on

.

OR
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Select the workflows from Client Repository > My Workflow and click 'Upload':

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The 'Upload Task(s) and Dependencies' window is displayed:

Downloading Tasks and Dependencies
You can download task(s) and its dependencies from the Client Repository under Manage tab in the Client. Note that you can download task(s) from the Repository only.

Tip: For Upload/Download, the Bots that are in ‘New’ or ‘Updated’ status are selected by default. It
is recommended that you go with this default option, unless necessary.

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Export to CSV
You may want a record of the Upload/Download details to troubleshoot. You can maintain one by exporting the details to a CSV file by
clicking 'Export to CSV' at the bottom left of the Upload/Download Task(s) and Dependencies' screen.
The default CSV name for:
1. Upload is ‘Upload_Logs_