SAP Learning Journey

Preparing the Desktop for Executing the Sales Order Management Automation Using the Desktop Agent

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Prepare the desktop for executing the sales order management automation using the Desktop Agent

Using the Desktop Agent to run Automations

The Desktop Agent is a component that is installed locally on user desktops. It executes automation projects that launch and run applications of various kinds, reads information from screens, enters data, clicks options, and processes data. Automation projects are assigned to tenants running on the Desktop Agent. You can see what your Desktop Agent is always doing thanks to the convenient menu that is always accessible from your computer’s taskbar while your Desktop Agent is ready or active.

When it’s installed, the Desktop Agent is configured to start at Windows logon by default. The Agent can run in the attended or unattended mode. In the attended mode, you start the automations by clicking on them, and in the unattended mode, the automations run automatically without your intervention.

Using the Desktop Agent, you can perform different actions to run and monitor your projects, such as:

  • Run projects
  • Manage tenants
  • Configure the connection settings
  • Change the agent mode
  • Monitor the Agent
  • Collect and manage traces

In this lesson, you will learn how to register the desktop agent and to run your project process.

Register the Desktop Agent

Business Scenario

Before running the project, we need to ensure that your Desktop Agent is registered in your tenant with Unattended Mode. Follow the instructions for the desktop agent step by step.

The Desktop Agent 3 is an on-premise component of SAP Build Process Automation that is installed locally on user desktops. It executes automation projects that launch and run applications of various kinds, read information from screens, enter data, choose options, and process data.

The very first time you launch the Desktop Agent 3 on replace workstations, you will be prompted to log in. If you are unsure of replace login details, please ask an administrator.

Exercise Options

To carry out this exercise, you can choose from the following options:

  1. Live Environment – by using the instructions provided below, you can perform the steps in your SAP BTP account.
  2. Platform Simulation – follow the step-by-step instructions within the simulation.
  3. Side-by-side: Follow the step-by-step instructions within the simulation and perform the steps in your SAP BTP account simultaneously.
Note
We strongly recommend to perform the steps in the live environment.
ExerciseStart Exercise
Note

In this exercise you will only prepare your desktop environment for execution of automations. You will test the process in the next lesson of the next unit.

Task 1: Register the Desktop Agent 3

Steps

  1. Prepare the download.

    1. Choose Settings.

    2. Choose Menu.

    3. To expand the Agents pane, choose the arrow.

    4. From the menu on the right side, choose Agent Update.

  2. The following steps are required if you have not set up your Secret ID yet.

    Use the following data:

    FieldValue
    NameSPA400

    1. Choose Go to RBSC portal.

    2. Choose Add User.

      Note
      Please make sure you assign the ProcessAutomationAdmin role when you subscribe to SAP Build Process Automation in your BTP account. If you do not do so you will not be able to add a user.

    3. In the Name field, enter SPA400.

    4. Choose Add User.

    5. Choose OK.

    6. Note the username:

      ______________________________________________________

      ______________________________________________________

    7. Choose Generate.

    8. Choose OK.

    9. On the next pop-up choose Copy to clipboard.

    10. Choose OK.

  3. Download the Desktop Agent 3.

    1. Open SAP Build.

    2. Choose Enter Secret ID.

    3. In the Name field, enter sap-SPA400.

    4. Enter the Secret ID.

    5. Choose Confirm.

    6. Choose Go to Download Page.

    7. Choose Download.

  4. Install the Desktop Agent 3.

    1. Open the downloaded file.

      Note

      To prevent issues during the installation, please close all the Chrome or Edge tabs opened on the machine.

      The minimum version of the Desktop Agent supported by SAP Build Process Automation is 3.7.41.

    2. Choose Next.

    3. Wait for the installation process to complete.

    4. Choose Turn on extension.

  5. Register the desktop agent on the tenant.

    1. Choose Refresh Page.

    2. Choose Register Agent.

    3. Open the Desktop Agent 3.

    4. Choose Add.

    5. You can now see that tenant is active:

  6. Add the agent.

    Use the following data:

    FieldValue
    Machinedewdfm0636

    1. Log in to the tenant with the user name or e-mail and password.

    2. From the left side panel, choose Agents.

    3. You can see that the Agent is in Idle state.

    4. From the left side panel, choose Agents Management.

    5. Choose Add Agent.

    6. From the list, choose dewdfm0636.

    7. Choose Add agent.

    8. You can now see the agent is now added:

Result

You have now successfully installed and had setup the desktop agent.

This concludes the interactive tutorial.

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