Step 1. Prerequisites for Creating an Automation
Before you begin your automation journey, verify that you have the required tools and access:
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User Accounts and Permissions
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A user account to access RPA Manager
If you don’t have a RPA Manager user, ask an administrator from your organization to set up your credentials with:
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Enough privileges to access the automation modules
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Enough permissions to manage the different project phases
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The Project Management privilege
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The Builder Usage privilege
The User Management module enables configuration of user privileges.
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A user account to access MuleSoft Composer
If you don’t have a Composer user, ask an administrator from your organization to set up your credentials.
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An RPA API Key to connect MuleSoft Composer and MuleSoft RPA
See Create an API Key for a User for instructions.
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A Connected App configured in Access Management to use with MuleSoft RPA
See Configure a Connected App in Access Management for instructions on creating and configuring the Connected App.
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RPA Applications installed in your system
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RPA Builder installed and configured in your environment
See Installing and Configuring RPA Builder for installation and configuration instructions.
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RPA Recorder installed and configured in your environment
See Installing and Starting RPA Recorder for installation and configuration instructions.
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RPA Bot installed and configured in your environment
See Installing RPA Bot and Configuring RPA Bot for installation and configuration instructions.
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Ensure you configure the Secure Session in the RPA Bot Configurator tool.
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| Use two browser windows: One to read instructions and one to perform the tasks. |
Next Steps
After you set up your environment with the necessary applications and credentials, you are ready to start evaluating processes for automation.
Continue with Step 2: Evaluate a process for automation