RPA Enablement Summary Trainings Please go through the below trainings for an overview of RPA Desktop Design Studio, Unattended Robot & Attended Robot. We strongly recommend to complete Servicenow fundamentals before starting below RPA training on Now Learning. Robotic Process Automation (RPA) Core Skills pathRPA Introducion (1 hour)RPA Initial Setup (2 hours)RPA Building a robot using Design Studio (4 hours)RPA Deploy and manage robots using RPA Hub (2 hours) Important During the enablement phase, it is crucial to begin by installing the necessary MSI's [Design Studio, Unattended, Attended, and Login Agent]. Once these are set up, proceed to configure and execute the robot in both Unattended and Attended modes using a sample package that incorporates 'Basic' and 'MTLS' authentication.This proactive approach will help identify and resolve any potential blockers pertaining to customer environment[Group Policy, Network etc.] early in the process, ensuring a smoother enablement experience and facilitating seamless integration moving forward. Instructions to setup RPA Hub Instance Please go through the document below to upgrade the 'RPA Hub' and 'RPA Plugin Bundle'. RPA HUB Instance Setup Guide.docx Download Artifacts Download and install the artifacts(MSI’s) by navigating to ALL > Downloads Robotics Process Automation > Administration > Downloads.You can also can download the artifacts (MSI’s) from RPA Hub as well. Steps to Install RPA Desktop Design Studio You can install the RPA Desktop Design Studio application in your Windows operating system if you have the admin role. Before you begin Download and unzip the installation file for the RPA Desktop Design Studio application. The file is downloaded to the Downloads folder on the Windows machine. Procedure Locate and open the Robotic Process Automation Desktop Design Studio.msi file. (Optional) Click More info. (Optional) Click Run anyway. The ServiceNow Security Policy window is displayed as per the following image: Select the confirm message from the drop-down list and click on ‘Continue’ button. In the Welcome to the RPA Desktop Design Studio Setup Wizard dialog box, click Next. In the Select Installation Folder dialog box, perform one of the following actions to choose a folder: To install the application in the default folder, click Next.To install the application in a different folder, select the folder location in the Folder field or click Browse to select the folder, and then click Next. In the Confirm Installation dialog box, click Next to start the installation. Once the installation is complete, in the Installation Complete dialog box, click Close to exit. Results You can now view the RPA Desktop Design Studio icon on your desktop. Steps to Set up RPA Desktop Design Studio Set up the RPA Desktop Design Studio to add ServiceNow instance details. Before you begin Install the RPA Desktop Design Studio. For more information, see Install RPA Desktop Design Studio. About this task Perform this task when you are setting up the RPA Desktop Design Studio for the first time unless you are changing the RPA Hub instance. Procedure From your desktop, double-click the RPA Desktop Design Studio icon. In the Add ServiceNow Instance Details dialog box, fill in the fields: Field Action Name Enter the name of your ServiceNow RPA Hub instance. For example, New Instance URL Enter the ServiceNow RPA Hub instance URL. For example, https://rpasolutions.service-now.com Mark as default Option for enabling this instance as default. Do not select this option i.e., keep this option unchecked. In the Connection Manager dialog box, to add a new RPA Hub, click Add New. Note: Perform this action when you set up RPA Desktop Design Studio for the first time unless you are changing the RPA Hub instance. Click Proceed. Downloads the plugins from the defined instance URL After the plugins are downloaded, the following window is displayed: Observe the Runtime version on the down left corner as shown in below. For more information regarding installation, see Set up of RPA Desktop Design Studio. To understand the basic scenarios in RPA Desktop Design Studio: Launch RPA Desktop Design Studio.Create any Unattended or Attended automation project.Select Samples as highlighted in the following image: The Samples Explorer window is displayed. Expand and select the samples. Steps to Install Unattended Robot You can install the Unattended Robot application in your Windows operating system if you have the admin role. Before you begin Download and unzip the installation file for the Unattended Robot application. In this case, the file is downloaded to “Downloads” folder on the Windows machine. Procedure Locate and open the Unattended Robot.msi file. (Optional) Click More info. (Optional) Click Run anyway. ServiceNow Security Policy’ window is displayed: Select the confirmation message from the drop-down and click Continue. In the Welcome to the Unattended Robot Setup Wizard dialog box, click Next. In the Select Installation Folder dialog box, perform one of the following actions to choose a folder: To install the application in the default folder, click Next.To install the application in a different folder, select the folder location in the Folder field or click Browse to select the folder, and then click Next. In the Confirm Installation dialog box, click Next to start the installation. After the installation is complete, in the Installation Complete dialog box, click Close to exit. Results You can see the RPA Robot Runtime icon on your desktop. Steps to Install Attended Robot Runtime You can install the Attended Robot application in your Windows operating system. Before you begin Download and unzip the installation file for the Attended Robot application. In this case, the file is downloaded to “Downloads” folder on the Windows machine. Procedure Locate and open the Attended Robot.msi file. Click More info. Click Run anyway. The ‘ServiceNow Security Policy’ window is displayed: Select the dropdown and select the confirm message and click ‘Continue’. In the Welcome to the Attended Robot Setup Wizard dialog box, click Next. In the Select Installation Folder dialog box, do one of the following actions to choose a folder: To install the application in the default folder, click Next.To install the application in a different folder, select the folder location in the Folder field or click Browse to select the folder, and then click Next. In the Confirm Installation dialog box, click Next to start the installation. After the installation is complete, in the Installation Complete dialog box, click Close to exit. Results You can see the RDA Robot Runtime icon on your desktop. Steps to Add Google Chrome extension to your Chrome browser Add the Google Chrome extension to your Chrome browser to launch the Robotic Process Automation applications in this browser and to establish a browser interaction. Before you begin Go to chrome web store: https://chrome.google.com/webstore/category/extensions Procedure Open the Google Chrome browser.Navigate to Chrome Web Store and search for ‘ServiceNow RPA Chrome Extension’. Click the ‘ServiceNow RPA Chrome Extension’. Click Add to Chrome. Click Add extension. Results You can view the ServiceNow Chrome Extension on the Extensions page. Steps to change password Login into RPAHub as sysadmin Login URL: https://rpasolutions.service-now.com/Username: admin Password: ******(will share this password in a separate email) Navigate to user's page and add password field to the list and select the appropriate user and change/update the password. Steps to create a sample automation and publish it to RPA Hub Before you begin Create Unattended automation.Design a sample flow.Publish package to RPA Hub. Procedure In RPA Desktop Design Studio, navigate to Home > Create new automation project and select Unattended Automation.Complete the basic details and click OK. Field Basic Description Name Name of the unattended, attended, or skill project. Description Description of the unattended, attended, or skill project. Location Default folder location of the unattended, attended, or skill project.To choose a different folder other than the default option, select the folder location in the Folder field and then click OK. The RPA Desktop Design Studio window appears as shown in the following image: Design a sample automation by drag and dropping the appropriate components on to the design surface. Connect to instance Select the ‘Connect to Instance’ as highlighted in the following image: Select the appropriate RPA Hub instance and click Connect. Enter the credentials of the RPA Hub (shared earlier) and click Login. Click Allow. Result You are now connected to the instance that you selected. For more information, see Connect to an RPA Hub instance from RPA Desktop Design Studio. Steps to Publish a Process to RPA Hub Select Publish from the design tab. Enter the fields ‘Package Name’ and ‘Comments’ and click Publish. Note: For publishing the package for the first time then select ‘Publish as’ option as ‘New Package’For Publishing the version for already existing package in RPA Hub then select ‘Publish as’ option as ‘New Version (to existing package). ResultThe following confirmation message is displayed: Note: For more information, please find the documentation link here. For reference, download the same package in https://<instance_name>.service-now.com instance from the package page in ALL > Packages Step by Step Procedure to use RPA Hub Log on into RPAHub Search with keyword Robotic Process Automation or navigate to All > Robotic Process Automation. Note: To know more information about RPA Hub, see https://docs.servicenow.com/bundle/sandiego-application-development/page/product/rpa-hub/concept/rpa-hub-landing-page.htmlTo To create a Bot Process: Navigate to All > Bot Process.Click New. Note: Creation of Bot Process has been changed from Utah, Please click on Bot Configuration.For more information regarding the bot process form fields, see Bot Process Form. Provide Name, assign Package and Package Version, and click Save. Note: For more information on creating Bot Process, see Create Bot process. Go to the Credential Set Tab in the Bot Process pageClick Edit. Create Credentials set by defining following fields and click Submit. Name: Unique name of the credential set. For example Windows credentialsWindows Username: Username of the Windows machine to be used by the assigned robot. Enter the username in the DOMAIN\Username format. For example: service-now\usernam Roles: sn_rpa_fdn.rpa_release_manager or sn_rpa_fdn.rpa_admin Note: If you want to know your Windows Username is open command prompt and enter “Whoami” command as shown in below image. Note: For more information regarding Credential Sets, Create Credential Sets Go to the Assigned Robots tab in the Bot Process page and click Edit. Note: Before assigning robot to a Bot Process, you need to create a robot by navigating to “Robots’ page from All >> RobotsFor more information on how to createca robot in RPA Hub, see Create a robot. For more information on License Distribution in RPA Hub, see License distribution. Select the appropriate ‘Robot’ and click Save. Go to Process Robot Credentials and click New. Fill the ‘Credential Set’ & ‘Robot’ field by clicking the magnifier icon on each field and click Submit. Note: For more information regarding ‘Process Robot credentials’, see Process Robot credentials. Based on the Trigger Mode, create a schedule by clicking on Schedule Tab. For more information, see Create Schedule bot process.Go to Process Parameters’ to store the variables that are used within a bot process. The process parameter that you just created can only be used by this bot process.For more information, see Create a process parameter within a bot process in RPA Hub.Publish the Process by clicking Publish. For more information, see Publish bot process. Click on ‘Start Process’ and select the robot listed and click on ‘Start’ buttonNote: Connect the Unattended Robot in VM by following the steps mentioned in Steps to connect the Unattended Robot section. Steps to connect the Unattended Robot Procedure Double-click the Unattended Robot Desktop icon. Go to Show Hidden Option on the taskbar and select Unattended Robot. Right-click the icon and select Settings. Unattended Robot window appears. Specify the URL: https://rpasolutionstokyo.service-now.com Username: rpa.robot Password: ******(will share this password in a separate email) Select the ‘Authentication’ mode based on the system properties in RPA Hub. Result Prerequisites of Login Agent: Install Unattended Robot Login Agent:https://docs.servicenow.com/bundle/utah-integrate-applications/page/product/rpa-runtime/task/install-rpa-runtime-login-agent.htmlVC++ runtime should be installed SandiegoDisable the Ctrl+Alt+Del Option. Tokyo 1. Enable Software Secure Attention Sequence (SAS) or disable the Ctrl+Alt+Del Option. SAS needs to be enabled so that our Login agent can overcome even if the VM is enabled with “Ctrl + Alt + Del” option. Other option is to disable “Ctrl + Alt + Del”. This means that the VM should not show the “Ctrl + Alt + Del” screen and should directly show the Login screen. Steps to enable SAS: Open group policy editor (gpedit.msc).Expand Computer Configuration > Administrative Templates > Windows Components.Select Windows Logon Options.Double-click Disable or enable Software Secure Attention Sequence.Select Enabled.Select Services from the drop-down list.Click OK. 2. Sign out the VM and start the process again. Points to ensure when you connect to a Robot The Windows machine or the VM should always be in 'on' state to run Unattended robots.If connected via Citrix, the Windows machine or the VM should not go to sleep mode.Remote desktop to Windows machine access must be provided to the developers.Disable legal notices if enabled on the VDIs. ServiceNow RPA can handle only login related screens such as Ctrl+Alt+Del screen and User Name and Password input screen. ServiceNow RPA cannot handle Legal Notice as this is an organization specific setting. Therefore it needs to be disabled through the Active Directory Organizational (AD OU) policy.Idle timeout setting must be disabled for the VDI pool.Communication with ServiceNow Instance host must be whitelisted.The System property "glide.cometd.websocket.enabled" should be set to "true" in the instance. Security RPA utilizes a feature known as the Key Management Framework, which is an integral part of the Servicenow Platform.This framework is designed to securely store both user credentials[windows logon], application-specific credentials and TOTP. By leveraging this system, RPA ensures that sensitive information is protected, allowing for seamless authentication processes.Related LinksCommunity Page:https://www.servicenow.com/community/automation-engine/ct-p/automation-engine Important Reference Links For more information on how to run an unattended robot, see Run an unattended robot.For more information on setting up unattended robot and authentication(Basic/mTLS), see Set up Unattended Robot.For more information on the system properties of RPA Hub, see RPA Hub properties. Utah Upgrade Restructuring RPA Hub tables to sys_metadata in Utah Known Issue Troubleshooting issues for the Robotic Process Automation (RPA) application Install Unattended Robot https://docs.servicenow.com/bundle/utah-integrate-applications/page/product/rpa-runtime/task/install-rpa-runtime.html Install RPA Desktop Design Studiohttps://docs.servicenow.com/bundle/utah-integrate-applications/page/product/rpa-studio/task/install-rpa-studio.html Install Attended Robothttps://docs.servicenow.com/bundle/utah-integrate-applications/page/product/rda-runtime/task/install-rda-runtime.html EnableSAS https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1315563) Error Handling in RPA https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1430372Know issues: RPA Hub and Design Studio in Vancouverhttps://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1442465RPA Design Studio plugin could not be foundhttps://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1585963Troubleshooting Steps for Unattended Robot Configurationhttps://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1585962