Setting Up a Client to Run Autonomously - Conductor - Foundation 23.2 - Foundation 23.2 - Ready - Hyland RPA - external

Hyland RPA Conductor

Hyland RPA
Foundation 23.2
In this thread we would like to talk about what important aspects you need to consider, necessary for your processes to be executed autonomously. Those configurations of the given client will enable it to log on automatically after any restart, start the Hyland RPA Conductor and will prevent any energy settings or screen savers from interfering with the execution.
  1. Autologon

    Make sure to configure the given productive machine to automatically log on to the designated User account. The machine should unlock itself as soon as it is rebooted. Without this option, you would need to log onto every client to maintain their workforce.

    There are several different options you can use to enable the client to log in automatically. Following you will find three examples.

    1. Sysinternals Autologon

      A small and simple tool, which allows you to configure the Autologon easily. Simply download the tool "Sysinternals" from a save origin and open it. To use it, simply enter username and password to the account you want to automatically log on to. The domain field is only of interest if you want to log in to a specific domain

    2. User Account Control Pane
      1. Press Key Windows+R, or open the Windows search bar.
      2. Set text netplwiz and hit Enter.
      3. Pick the user you want to log on automatically.
      4. Clear the check-box Users must enter a username and password to use this computer.
      5. Enter the username and password of the given user.
      6. Click OK.

  2. Autostart Conductor

    The second step to an autonomously working robot is to include the Hyland RPA Conductor to be started as soon as the given client is logged on. There might be other ways than the underneath elaborated ones.

    1. Shell:Startup

      To automatically start a program within a windows environment, you may simply place a shortcut of the program within the designated Startup Folder, following the steps displayed below:

      1. Press Windows+R.
      2. Set Text: Shell:Startup.
      3. Press Enter.
      4. The Folder: C:\Users\[User]\AppData\Roaming\Microsoft\Windows\Start Menu\Programs\Startup will pop up.
      5. In here: Create a shortcut of the Hyland RPA Conductor.
    2. Windows Task Scheduler

      You may also create a task with the windows task scheduler, executing the Hyland RPA Conductor at every log on of the given or any user. To enable this option, follow the steps displayed below:

      1. Open the Windows Task Scheduler via the windows search bar by entering the text Task Scheduler and confirm your input with Enter.
      2. Create a new folder for your RPA related tasks by right-clicking the element: Task Scheduler Library, afterwards choosing New Folder… and entering a descriptive name for the folder.

      3. Now open the new folder and create a new task simply by clicking Create Task… in the menu on the right pane.

      4. A Pop-up with five different sheets will appear. To automatically start the Hyland RPA Conductor, you will have to create the following settings:
        • Sheet: General – Enter a Name
        • Sheet: General – Enter a Description

        • Sheet: Triggers – Click New to open a new Pop-up
        • Sheet: Triggers – Choose Option: “At log on” for drop-down: “Begin the task:

        • Sheet: Actions – Click New to open a New Pop-up
        • Sheet: Actions – Browse for the Conductor.exe

  3. Powersettings and Screensavers

    Normally, computers are configured to save energy and other resources in case they are not in use for a distinguished amount of time. Make sure to disable all of those configurations to eliminate any interference.

    1. Screensaver

      Open the Screen Saver Settings and choose the option (None) within the Drop-down Screen Saver.

    2. Powersettings
      1. Disable the Option: “Turn off hard disk”

      2. Disable the Option: “Turn off display after…”