Automating tasks by using RPA bots

Before you begin

To use Automation Anywhere RPA in BMC Helix Business Workflows, make sure you have completed the following tasks:

• Purchased a valid Automation Anywhere RPA license.
  For more information, see Automation Anywhere products.

• Installed an Automation Anywhere Enterprise Control and Automation Anywhere Enterprise client on a Windows environment.
  For more information, see Automation Anywhere installation.

• Configured BMC Helix Business Workflows automated tasks to use RPA bots by using the Automation Anywhere connector.
  For more information, see

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  Warning

  Important

  Make sure that you create a process to trigger the Automation Anywhere RPA bot inBMC Helix Business Workflows.

Example: Automating a task to create a new employee record in a legacy HCM system

Hannah is a case business analyst in Calbro Services. After onboarding a new employee, she wants to create the employee record in the Oracle Human Capital Management (HCM) system. To automate the task, Hannah creates Create New Employee bot to add a new employee in the Oracle HCM system. She uses the Automation Anywhere connector to configure BMC Helix Business Workflows to work with the bot. She performs the following tasks:

1. Configures the webhook callback URL to receive real-time event notifications
2. Configures the Automation Anywhere connector
3. Creates a connector account
4. Creates new connector configurations
5. Creates a process to trigger the Automation Anywhere RPA bot

To configure the webhook callback URL to receive real-time event notifications

1. Log in to BMC Helix Innovation Studio.
2. Click Administration. 
3. Select Webhook Connection > Callback Configuration. 
4. On the Webhook Callback Configuration page, click New Configuration. 

5. On the Create New Callback Configuration page, enter the following details:

   Field	Field value
   Configuration Name	Automation Anywhere
   Bundle Name	BMC Helix Business Workflows
   Processor	Automation Anywhere RPA
   X-AA-RPA-CLIENT-ID	Enter a GUID or string for authorization such as AA-12345.
   Callback URL	This URL is populated automatically.

6. Click Save.

To configure the Automation Anywhere connector

1. Log in to BMC Helix Integration Service and navigate to the Catalog tab.
   The catalog has a list of all the connectors that are present in BMC Helix Integration Service.
2. From the list of connectors, select the Automation Anywhere connector.
3. Click the connector pane at the bottom of the page to expand it.

4. Select Configurations > Add Connection Configuration, and enter the following details:

   Field	Field value
   Name	Automation Anywhere
   Description	Execute Automation Anywhere scripts and check status
   Site	Production Site
   Number of instances	1-default value
   Selected by default	Select this field to make the connector configuration the default configuration.
   Enable usage	Select this check box to enable the connector.
   Automation Anywhere URL	Enter the Automation Anywhere Control Room URL that you use for client login.
   CallBack URL	Enter the webhook callback URL.
   Authorization Key or Username	Enter the authorization GUID or string that you added while configuring the webhook callback URL for Automation Anywhere connector, such as AA-12345.
   Password	Enter the password for the account you are using.

5. Click Save Configuration.

To create a connector account

1. Log in to BMC Helix Integration Service and navigate to Catalog.
2. From the list of connectors, select the Automation Anywhere connector.
3. Click the connector pane at the bottom of the page to expand it.

4. Select Accounts > Add Account, and enter the User Name and Password for the account.

   Warning

   Important

   Make sure that you use these credentials to make REST calls to the Automation Anywhere Controller.

5. Click Login.

To create a new connector configuration

1. Log in to BMC Helix Innovation Studio.
2. Click Administration.
3. On the Administration tab, select Configure My Server > Integration Service > Connector Configuration. 

4. Click New and enter the following details:

   Property	Field value
   Name	Automation Anywhere
   Connector Type	Automation Anywhere connector
   Configuration	Automation Anywhere
   Profile	Automation Anywhere Admin

5. Click Save.

To create a process to trigger the Automation Anywhere RPA bot

1. Log in to BMC Helix Innovation Studio. 
2. From the Workspace tab, select BMC Helix Business Workflows, and click Processes.

3. Select Processes > New.
   From the Palette, drag the Connector element to the canvas, and enter the values for the following properties:

   Property	Field value
   GENERAL
   Label	Connector
   Description	Enter the connector details such as the use of this connector, properties, and so on.
   Connection Name	Automation Anywhere Config
   INPUT MAP
   Connection	Automation Anywhere Config
   Use as alias	Do not select this option.
   Action	Select Run RPA Bot Script to trigger an event or a task.
   Process Correlation ID	Select Click to build an expression, and select the correlation ID that can be used to uniquely identify a process instance execution.
   RPA Bot Name	Select Click to build an expression, and select the bot name Create New Employee.
   (Optional) Bot variables	Select Click to build an expression, and select the value for the variables defined in your process.Note: Make sure that the variable name is the same as the variable name defined in the RPA script.

   The following figure shows the Connector element properties:
   

4. Click Save.

You can use this process in an automated task to create the employee record in the Oracle HCM system.