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Setting Up Robotic Process Automation

This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 23.4 and may not reflect the interfaces or functionality of other Appian versions.

Introduction

AM comes with robotic process automation (RPA) capabilities. When you configure RPA for your AM solution, you can create robotic tasks that perform repetitive activities based on the rules you define. See the Appian RPA documentation for guidance and examples of how to use robotic tasks to complement your AM solution.

You'll need to perform several setup steps to turn on the research process capability. This research process allows end users to submit requests for their vendor research to be completed. The AM solution then uses a robotic task to go to a specific website to look up vendor information and provide it back to the end users when it is done.

This page provides instructions for setting up a new deployment of RPA on your AM solution. You'll need to perform the following steps in order:

How to use this document

Throughout this document, we'll refer to the target environment that the robotic tasks will import into as <site>.appiancloud.com, for example, your-site.appiancloud.com.

When following these instructions, note which steps you need to complete in your Appian environment versus which steps you need to complete on your local machine. Also, note that some sections require access to your local machine and Appian environment, so note these sections as you walk through this setup.

Now, let's get started.

Deploying and Configuring RPA

If you're deploying a new RPA package to your AM solution version 1.4 or later, follow the steps below.

Note:  The deployment steps differ for earlier versions of AM. You can view the documentation for an unsupported version of Award Management by accessing the release notes and downloading a PDF copy of the documentation from the solution's Release History table. See the release history page for more information.

Step 1: Retrieving the AM RPA package

First, you'll need to use your local machine to retrieve and download the AM RPA package from My Appian.

To retrieve the RPA package:

  1. Log in to My Appian and go to the SUPPORT tab.
  2. Click the DOWNLOADS and select SOLUTIONS.
  3. Find and open Award Management V21.3.1.2 to download and extract the AM RPA package.
    • Note: We'll refer to the directory where the package was downloaded and extracted as <bot-directory>.
  4. Verify that the AM RPA package contains the following files:
    • GSAeLibraryContractorLookup.zip: GSA robotic task package to import into Appian
    • ContractDirectorySearch.zip: Contract directory robotic task package to import into Appian.
    • SBALookup.zip: Small business robotic task package to import into Appian.
    • GAM-IE11-WebDriver.zip: The driver package to the robotic task configuration for IE11.

Step 2: Create a service account

In order to use the robotic tasks, you'll need to create a service account and an API key in the Appian Console. Be sure to complete these steps before configuring the RPA console.

Step 3: Upgrade your Appian environment

The steps in this section are only necessary if your environment is currently on Appian version 20.1 or 20.2 and you're upgrading to version 20.3+. If your Appian environment is on version 20.3 or later, skip this section and continue with Import robotic tasks.

To upgrade your Appian environment:

  1. Using an administrator account, log in to <site> and navigate to the RPA Console.
  2. From the left navigation, select Settings > Configuration.
  3. Go to the Tools Configuration section and verify that the following fields are empty:
    1. Default repository URL (/ ending)
    2. Default repository username
    3. Default repository password
  4. Select Save tool configurations.
  5. Navigate to Robotic Tasks.
  6. Select the Repositories button.
  7. Delete the following two repositories:
    • https://<site>/rpa-repo/repository/jidoka/
    • https://<site>/rpa-repo/repository/jidoka-snapshots/

Step 4: Import robotic tasks

Now you're ready to import the robotic tasks that AM will use to retrieve vendor information.

To import robotic tasks:

  1. Using an administrator account, log in to <site> and navigate to the RPA Console.
  2. From the left navigation, go to Robotic Tasks and click Import Robotic Task.
  3. First, upload the SBA bot and wait until the file name appears in the field.
  4. Click Inspect, Import, and Close in that order.
  5. If there are no errors, click Import and wait until the dialog box says Import Complete.
  6. Repeat steps 2-7 for the GSA and ICD robotic tasks, then continue with step 7.
  7. In the Robotic Tasks column, click Fapiis-Process.
  8. In the top right, click the Configure action icon.
  9. Click the Advanced Configurations tab. In the Support files section, click Support files.
  10. Hover over the Root directory, and click the upload icon.
  11. Upload the GAM-IE11-WebDriver.zip file and ensure the Unzip on server checkbox is selected.
  12. Click OK and refresh the page. Verify that GAM-IE11-WebDriver is listed under the Root directory and has Robotic processes gsa-robot, icd-robot, and sba-robot.

    • The results should look like this:

      am_import_rpa_bots_example.png

Step 5: Update the RPA connected system

The final step is to update the RPA connected system with the API key generated when you created your service account in Step 2.

To update the RPA connected system:

  1. Using an administrator account, log in to <site> and navigate to the Appian Designer.
  2. Open the connected system AS AM CS Rpa.
  3. In the Appian RPA Configuration section, locate the API Key field and click Clear.
  4. Enter your service account's API key.
  5. Click Test Connection and verify that it says Connection successful.
  6. Click SAVE.

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