Complete Prerequisites

Before you start building robots, complete all the prerequisite tasks.

Task More information
Review your network configuration

1. Review Your Network Configuration

2. Update Your Network's Allowlist (Required only if your network has restrictions on outbound connections)

Create accounts for robots and people

3. Create Application Accounts

Create a confidential application

4. Create a Confidential Application (Optional)

5. Ensure that the Confidential Application is Active (Required only for troubleshooting)

6. Assign the ServiceDeployer Role to the Confidential Application (Required only if you created a confidential application)

Install and configure the robot agent

7. Meet the Robot Agent's Requirements

8. Download the Robot Agent

9. Update the Robot Agent's Configuration File

10. Install and Start the Robot Agent

11. Start the Robot Agent Automatically (Optional)

Create a project 12. Create a Project

Next workflow: Workflow for Planning a Robot.