Robots#

Robots are instances of the Sherpa RPA platform software deployed on specific user workstations, virtual machines, and terminal servers, connected for management to the Orchestrator. Robots can be grouped into Robot Groups. One Robot can be included in multiple Groups.

For more flexible management of a Robot's access to various resources, the same Robot can be assigned to process different Task Queues across different Processes.

The "Robots" screen contains two tables: "Robot Groups" and "Robots".

The "Robot Groups" table includes the following information:

The "Robots" table includes the following information:

Name	Description
Robot Active	Indicates the current activity status of the Robot. It allows you to understand whether the Robot is currently active or disabled, and also to manually change the activity status using the toggle . It is important to note that changing this status does not physically turn off the Robot on the remote machine; it simply informs the Orchestrator that no Tasks should be assigned to this Robot. This frees the Robot from performing tasks but does not affect its functioning or availability to the system.
Name	Contains the name of each Robot.
Status	Contains the state of each Robot, including the following values: Disconnected; Ready; Working; Unlicensed.
Type	Contains the type of Robot, defining its capabilities and purpose. Includes values: “Attended”, “Unattended”, “Coordinator”.
Description	Contains additional information about the Robot, such as its purpose, operational features, or configuration details.
License Expiration	Indicates the expiration date of the License required for the Robot to function correctly.
License	Contains data about the type of License used by each Robot in this group.
Last Communication	Indicates the date when the last data exchange occurred between the Robot and the server.
Access Folder	Indicates the Access Folder to which the Robot belongs. The Access Folder serves as a means of access control, allowing only those Users whose Roles provide access to interact with the Robot. Thus, the Access Folder not only controls who can see and manage the Robot but also ensures data security by creating a clear structure of User rights.

Each column can be pinned, resized, or filtered by clicking on the icon .

You can also sort the rows of the table in ascending/descending order based on the values in the selected column by clicking on the empty area of the corresponding header. This allows for quick and convenient organization of data in the desired order.

Creating a New Robot#

To create a new Robot, you need to click the "Create" button in the "Robots" table and fill out the opened form:

If the "Role" field is left blank and saved, the flag will default to the "Attended" Role.

Creating an Attended Robot#

Attended Robots are Robots that are manually launched on the User's computer, from startup, by a keyboard shortcut, or on a schedule from the Windows Task Scheduler.

For Attended Robots, it is sufficient to specify a display name and select the License used by the Robot License.

Creating an Unattended Robot#

Unattended Robots are Robots launched by the Coordinator. The Coordinator starts Robots if there is a Job for them on the "Jobs" screen. A Job can be created manually, by Trigger, or via API.

Creating a Coordinator#

Coordinator is a service used to launch Unattended Robots in user accounts where automatic login to Robot Accounts is required. It is installed from the corresponding Sherpa Coordinator distribution provided by the vendor and does not require a separate License. More about the Coordinator and its installation can be found in the section on Coordinator.

To save the created Robot, after filling out the form, you need to click the "OK" button. The Robot will be created.

Editing a Previously Created Robot#

Editing a Previously Created Attended Robot#

To view and edit the properties of a specific Robot, you need to select it from the list and click the button . After that, a form with the settings of the selected Robot will open, where you can make the necessary changes. In addition to the fields filled out when creating a new Robot, the edit form has additional settings.

Editing a Previously Created Unattended Robot#

Editing a Previously Created Coordinator#

Creating a New Robot Group#

The "Robot Groups" table allows grouping Robots together, combining them into logical groups.

For example, if necessary, you can create a Group for working within a specific terminal server, assign it a name, and add the corresponding Robots to it.

To display the list of Robots in the "Robots" table, you first need to select the required Robot Group.

The "All Robots" Group lists all available Robots present in the Orchestrator. It is created automatically and cannot be deleted.

When selecting the desired Robot Group, the lower "Robots" table will display a list of all Robots belonging to the selected Group, including the Robot with Coordinator functionality (for Unattended Robots).

The Coordinator is always in an active state, indicated by a green indicator. This service ensures the creation and maintenance of user account sessions for Unattended Robots within the used terminal server.

All other Robots are technical accounts running on the same terminal server.

To create a new Robot Group, you need to click the "Create" button in the "Robot Groups" table and fill out the opened form: specify the name of the Robot Group (mandatory), the description of the Robot Group, and the Access Folder. To save the created Robot Group, after filling out the form, you need to click the "OK" button. The Robot Group will be created.

Editing a Previously Created Robot Group#

To view and edit the properties of a specific Robot Group, you need to select it from the list and click the icon ("Edit").

After that, a form with the settings of the selected Robot Group will open, where you can make the necessary changes.

In addition to the fields filled out when creating a new Robot Group, the edit form has an additional field:

“Record GUID” – this is a unique identifier assigned to the Robot Group after its creation. This field cannot be edited.