Attended Floating Robot#
1. Activation Procedure#
The license can be activated both locally and via Sherpa Orchestrator. In the case of local activation, the license key is saved on a specific workstation, while for activation through Orchestrator, it is stored in a centralized system.
1.1. Local Activation#
Launch Sherpa Assistant if it is not already running. Right-click on the Sherpa Assistant icon in the tray: .png)
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In the context menu, select “Settings…”:
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In the opened window, click on the “Registration” tab. Enter the product key you received in the “Enter product license key” field:
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Click on the Activation button. Sherpa Assistant will check the product key and provide the date and time until which the License is valid in green text under the “Enter product license key” field.
1.2. Activation via Sherpa Orchestrator#
The “Licenses” screen contains the “Licenses” table:
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To activate the created License, you need to click the “Activate” button and in the opened window choose one of two types of activation:
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1.2.1. Automatic#
When selecting automatic activation, click the OK button.
.png) | Automatic activation is only possible if the Orchestrator has open access to the Internet. |
1.2.2. Manual#
When selecting manual activation, a request code appears, which needs to be sent to the vendor for confirmation of manual activation. In response to the request code, you will receive a response code, which must be entered in the Response Code field, and then click the OK button:
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The license will be activated, and the date and time of the License expiration will change in the “Expires” column.
2. Re-activation#
Transfer is done through Sherpa Orchestrator.
If you need to transfer the License to another user, you must unlink it from the Orchestrator. To do this, in the Orchestrator interface, remove the active Floating License and assign it to a new Robot.
Both robots must be added to the “Robots” table on the “Robots” screen.
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To the right of the row with the name of the robot that needs to be unlinked from the Orchestrator, click on the icon .png)
and change the “License” field. Then save the changes by clicking the “OK” button and create a new robot using the “Create” button.
The process of creating a new robot is described in detail at the link: https://docs.sherparpa.ru/sherpa-orchestrator/rabota-v-sherpa-orchestrator/ekrany/roboty#sozdanie-novogo-robota
3. Management#
Attended Floating allows running robots on virtual machines without a constant RDP connection and is used for automated processes where user involvement is minimal.
You need to go to the “Jobs” screen. This screen contains the “Jobs” table:
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Click the “Create” button above the “Jobs” table and fill out the opened form:
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· “Robot” field. Select the required robot from the dropdown list;
· “Process” field. Select the required process from the dropdown list;
· “Task” field. This is an optional parameter; this field can be left blank or filled with a previously created task;
· “Stop after” field. Specify the date and time after which the job should be stopped;
· “Interrupt after” field. Specify the date and time after which the job should be interrupted.
After filling in the fields, click the “OK” button to save the job.
For a new job, the status will be set to “Pending” by default after saving. As soon as the robot assigned to this job becomes available, it will start executing it, run the corresponding process script, complete it, and depending on the result of the job, the job status in the “Status” column may change:
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3.1. Starting the robot manually by double-clicking the robot file#
Open the directory where the file with the .robot extension is saved and double-click it with the left mouse button.
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3.2. Starting by selecting from the list of available robots in Sherpa Assistant#
Find the assistant icon in the tray .png)
and right-click on it. In the pop-up menu, select the “Robots” line:
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To start the software robot, click the button .png)
in the row of the robot that needs to be started:
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Confirm the start in the dialog box by clicking the “Yes” button:
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If the properties of the robot being launched specify input parameters, a window will open with fields for entering values.
3.3. Starting with a hotkey#
Find the assistant icon in the tray and right-click on it. In the pop-up menu, select the “Robots” line:
Select the required robot from the list and enter the desired sequence in the “Hotkeys” field at the bottom of the window:
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Click the “Set keys” button. Now this sequence is assigned to the robot, and when these keys are pressed on the keyboard, the robot will start.
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3.4. Starting from the command line#
To launch the command line in Windows, press the “Win” and “R” keys simultaneously, type: “cmd”, and press “Enter”. The command line window will open. Type the command “cd”, which is used to change the current working directory, followed by the name of the directory (for example, “cd Desktop” if the robot is on the desktop, or an absolute path: “cd /home/user/projects” to navigate to the folder where the robot is located).
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Note: The command line can also be launched through the Windows search bar. To do this, press the “Win” and “S” keys simultaneously, type: “command prompt”, and press “Enter”.
Then type the command “cd” followed by the name of the robot with the “.robot” extension and press “Enter”.
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The robot will start in a separate window.
3.5. Starting from the local Windows Task Scheduler#
Open the project diagram in Sherpa Designer:
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Publish the project (robot) to the Desktop:
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Find “Windows Administrative Tools” through the Windows search bar:
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Open “Windows Administrative Tools” by double-clicking with the left mouse button. Enter the “Task Scheduler”:
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The following pop-up window will open:
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Enter the “Task Scheduler Library”. To do this, right-click on a free space in the window with files, states, and triggers. Select the “Create Basic Task” line:
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The “Create Basic Task Wizard” window will open. Sequentially fill in the fields in the “Create Basic Task”, “Trigger”, and “Action” tabs by clicking the “Next” button. In the appeared “Start a Program” tab, click the “Browse…” button:
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Find the project (robot) saved on the Desktop, click on it with the left mouse button, and click the “Open” button.
Click the “Next” button, check the task description, and then click the “Finish” button.
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In the “Windows Task Scheduler”, a row with the created task will appear. Right-click on the desired row and select the “Run” line from the pop-up menu:
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In the pop-up window “How do you want to open this file?” click on “Sherpa RPA Robot” and confirm your choice by clicking the “OK” button:
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The setup for launching the robot through the “Windows Task Scheduler” is complete. If you need to make changes to the launch settings, you must go to the Properties section in the pop-up menu:
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For example, to change the triggers in the task, you can open the “Triggers” tab and click the “Edit…” button:
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3.6. Starting from the Windows Task Scheduler on a local schedule#
To ensure that the robot starts automatically according to a local schedule and that the “How do you want to open this file?” window does not appear upon its launch, you need to navigate to the location of the Sherpa Assistant file:
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Next, find the “ProcessAgent.exe” application:
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And copy the path to this application.
Go to the “Task Scheduler” in the “Properties” section:
Open the “Actions” tab and click the “Edit…” button:
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A pop-up window “Edit Action” will appear:
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In the “Program or script” field, paste the previously copied path to the “ProcessAgent.exe” application, and in the “Add arguments (optional)” field, the full path to the robot to be launched in quotes:
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Finally, click the “OK” button. Now the robot will start according to the local schedule through the “Windows Task Scheduler”. If you need to change the schedule, you will need to open the “Triggers” tab, click the “Edit…” button, and make changes to the schedule:
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