Workflow for Deploying a Robot

After you finish building a robot and testing it locally, you can deploy the robot and its integration to a higher environment, such as a test or production environment.

Previous workflow: Workflow for Testing a Robot.

Step Task More information

1

Deploy your automation solution to a higher environment

You can deploy to a test, production, or other environment. The steps you follow are the same for promoting to any environment. See Deploy a Robot to a Higher Environment.

2

Update the robot connection so that it contains information for the higher environment

When you import a project deployment into a project in a new environment, the robot connections are included in the import, but their details are removed. See Update a Robot Connection.

3

Install the robot agent on the machine(s) that the robot must run on in the higher environment

Complete the following tasks for each machine that a robot must run on:

  1. Meet the Robot Agent's Requirements

  2. Download the Robot Agent

  3. Update the Robot Agent's Configuration File

  4. Start the Robot Agent

  5. Start the Robot Agent Automatically (Optional)

4

Update the robot's environment pool

You probably added your own computer or a development machine to the environment pool for testing and validating the robot. However, the robot might need to run somewhere else after you deploy it to a higher environment.

The import process removed all environments from the environment pool. You must add the production machine(s) that you just configured to the environment pool. See Add Computers to an Environment Pool.

5

Activate the robot

After you deploy a robot to a test or production instance, the robot's status changes to Draft. Perform the following steps so that the robot can run:

  1. Remove an Environment Pool from a Robot

  2. Associate a Robot with an Environment Pool

    Associate the environment pool with the robot again so that the robot's state changes to Configured.

  3. Activate a Robot

6

Monitor your automation solution

Monitor a Robot and Its Integration