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

1. Download the Desktop Agent 3.

   1. You can install the Desktop Agent 3 from SAP Build. Navigate to the Control Tower in SAP Build lobby, choose Agent Update under Agent Configuration.

      Follow these steps once and your Desktop Agent 3 will be regularly updated to the latest version.

      

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

   3. Select Go to RBSC Portal.

      

   4. Select 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.

   5. Set the name of the user and choose Add user.

      

   6. Confirm with OK.

      

   7. To generate a new Secret ID, choose Generate and then select OK.

      Note the full username as it will be needed later.

      Username: ____________________________________________________

      

   8. When the Secret ID is generated, copy its value and choose OK.

      

   9. Go back to SAP Build, and select the Enter Secret ID button.

      

   10. Set the Name and the Secret ID fields.

   11. Choose Confirm.

       

   12. Choose the Go to Download Page button.

       

   13. Download the file.

       

2. Manually Download the Desktop Agent 3 (P-Users).

   You will download the setup program from the SAP Development Tools. It is provided in the form of an industry standard Windows MSI installer.

   1. Download the latest version of the MSI file extension

      The MSI version will be updated for every new release. Always download the latest version.

   2. Scroll down to SAP Process Automation: Desktop Agent 3 for Trial.

   3. Select the desktop agent available for your operating system.

      

When you install the Desktop Agent 3, it will automatically set up the SAP Build Process Automation web browser extension for Google Chrome and Edge.

1. Install the Desktop Agent 3.

   1. Open the downloaded file. Select Next to begin the installation process.

      

      Note

      You can open the file with administrator rights, and install the service, only if your use case requires it. For example, using the agent in unattended mode in production. It is not required for following the tutorials.

   2. Wait for the installation process to complete.

      

   3. When the installation is successfully completed, choose Finish and launch the Desktop Agent 3.

      Note

      A Google Chrome extension and an Edge add-on are installed when you install the Desktop Agent but you have to enable them (at least the Google Chrome extension).

   4. On Google Chrome, select Manage extensions under Extensions.

      

   5. Enable SAP Build Process Automation extension.

      

   6. Do the same for the Edge extension.

      

As in the first task, the step two describes the substeps, you should perform as a p-user. All other users shall perform the substeps under step 1.

Once the installation steps of the SAP Build Process Automation setup wizard are completed, you need to register your agent and connect it to a SAP Build Process Automation tenant in order to execute automations.

1. Register the Desktop Agent on Your Tenant.

   1. After installation is completed and browser extension allowed, open the Download Page and choose Refresh Page.

   2. Once the extension is enabled, you may register your agent to your tenant. Choose Register Agent.

      

   3. The Agent is registered:

      

   4. When the process is completed, open the Desktop Agent 3.

      

   5. Confirm the tenant configuration.

      

   6. The tenant is active.

      

   7. Once you completed the previous actions, log in to your tenant with your user name or e-mail and password.

      

   8. The Agent should be in Idle state, waiting to start a project. To check, go to Control Tower.

      

   9. The following displays:

      

2. Register the Desktop Agent on Your Tenant (p-user).

   Once the installation steps of the SAP Build Process Automation setup wizard are completed, you need to register your agent and connect it to a SAP Build Process Automation tenant in order to execute automations.

   Note

   The Agent icon will be available on your System Tray, when the Desktop Agent 3 is installed.

   Use the following data:

   Field	Value
   Name	<enter a name for your Tenant>
   Domain	paste the URL you copied previously

   1. Navigate to SAP Build lobby. Select Control Tower → Agents.

      

   2. Select Register new agent.

      

   3. In the Register New Agent window, select Copy and Close.

      

   4. Select the Desktop Agent 3 icon.

      

   5. Choose Tenants, select the Add Tenant button.

   6. In Add Tenant window, enter the data from the table above.

   7. Choose Save.

      

   8. Select the tenant, choose the three dots and select Activate.

      

   9. When you completed the previous actions, log in to your tenant with your user name or e-mail and password.

      

   10. The Agent should be in Idle state, waiting to start a project. To check, go to Control Tower, and select Agents.

       

1. Create an environment to add your agent.

   Use the following data:

   Field	Value
   Name	<enter a name of your choice for the environment>
   Color	<select one of your choice>
   Description	<enter a short description of your choice>

   1. Navigate back to Control Tower. Select Environments under Tenant Configuration.

      

   2. Choose Create Environment.

   3. In the Create Environment window enter the data from the table above.

   4. Choose Create.

      

   5. Select the created environment to add your agent in it.

      

   6. Select Agent Management → Add Agent.

   7. In the Add Agent window, select your agent and choose Add agent.

      

   8. Your agent is now added and ready to run.