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How to install RPA in unattended mode

Business Problem

Unattended installations are best suited for workflow process automation that can execute completely without user intervention. These executions are configured in Mastermind via the RPA Management UI and can execute on a device in a chosen windows user session either ‘on-demand’ or on a selected schedule.

This tutorial will show you how to install Infor RPA components in an unattended mode of execution.

Components

  • Web Browsers: Chrome, Edge
  • Microsoft Office: Office 365
  • RPA Management
  • RPA Agent
  • RPA Robot Service
  • RPA Runtime

Requirements

  • The user needs access the cloud tenant via login.
  • Ensure RDP is enabled on the windows device.
  • Add any windows users on the device that are intended to be used for RPA to the ‘Remote Desktop Users’ group.

Tutorial

1 – Download the RPA Installer from the RPA Management UI ‘Downloads’ section

(a) Launch the Installer

(b) (Optional) Pick the ‘Home’ and ‘Data’ locations where RPA will download relevant files during automation

(c) On the Select Features screen choose ‘Unttended RPA’

(d) (Optional) Select ‘Studio IDE’ to install the RPA Studio

(e) Click Next and complete Installation

  • It takes some time to complete due to standalone python installation

2 – After installation you will be prompted to launch the ‘Configuration Manager’ which will help the RPA Agent establish its connection with Mastermind

  • Select ‘Yes’ and click Finish

3 – Once the Configuration Manager launches, click the ‘+’ button to add a tenant profile

  • Select the previously downloaded ionapi file for the RPA Agent

4 – Navigate to the ‘Generate Keys’ menu and click button ‘Generate Keys’

5 – Navigate to the ‘Device Settings’ menu

  • Enter in the number of concurrent RDP sessions you wish to allow RPA to use at any given time (This number must be less than the maximum RDP sessions allowed by the device)

6 – Navigate to the ‘Mastermind Connection’ menu

(a) Load up a browser and login to the Mingle Portal v2 for your tenant

(b) Load up the RPA Management UI and navigate to the ‘Devices’ menu

(c) Click ‘Add Device’ and enter the required fields to create the Device in Mastermind

  • FQDN is provided in the configuration manager as ‘Device Name’ and can be copied by clicking the ‘Copy’ button (This value is a required input in the Management UI Device Creation form)

(d) After creating the device in the RPA Management UI, Click the copy to clipboard icon next to the new device

(e) Paste the device id into the ‘DeviceId’ field in the Configuration Manager and click ‘Save’

7 – Recommended to restart device

8 – Device should now be connected to Mastermind, and should show up as an available device in the RPA Management UI

9 – (Optional) In the RPA Management UI, navigate to the ‘Robots’ menu

(a) Robots in Mastermind represent the windows user sessions the automation will be executed in

(b) Create a new robot and on the device section, map the new robot onto the newly created device

(c) You should now be able to create jobs to execute on the newly created device for the new robot