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Lab 1.3 Prerequisite - Install Required Software

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29 views19 pages

Lab 1.3 Prerequisite - Install Required Software

Uploaded by

MELEDJE EIKLINE AGNIMEL
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Robotic Process

Automation in a Day
Lab prerequisites 1.3 – Install required software
30 mins
February 2022
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using it. Some examples are fictitious and are for illustration only. No real association is intended
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any Microsoft product. You may copy and use this document for your internal reference purposes.

© 2022 Microsoft Corporation. All rights reserved.

Robotic Process Automation in a Day


Pre-requisite task 1.3: Install required software on
your computer (required)
This lab will guide you through the steps of installation required software on your computer.
That is:
1. Power Automate for desktop app (PAD) and required extensions
2. Register machine
3. Contoso Invoice App
Note: follow the steps below if you haven’t previously installed the above software. If you have
Power Automate for desktop (PAD) app already installed and machine registered, check if you
are running on the latest version of PAD. If not, it is recommended to update to the latest, by
following the installation instructions below.
Note: If you have previously installed the legacy V1 UI flows exe or Softomotive RPA software, it
is recommended to uninstall/remove all browser extensions from your browser first (Chrome,
Edge, Firefox etc.)

Note: Please check machine requirements: to ensure you log into your machine using an
account with permission to install software, preferably an account with local administrator rights.
The machine should have minimal Win10 Pro OS (operating systems) (or Win server 2019/2016
OS), Net 4.7.2 and Edge (chromium) or Chrome browser installed. The machine can be a physical
machine or a Virtual Machine (VM), however we do see performance issues on slow VMs so
recommend choosing a high performance VM. Please check here for the full Power Automate
Desktop prerequisites & limitations - Power Automate | Microsoft Docs

Install Power Automate for desktop application


1. Navigate to https://powerautomate.microsoft.com/ and sign in with the account you are
using for the labs (created in labs 1.1):

2. Click My flows.

3. Click Install and select Power Automate for desktop.

Robotic Process Automation in a Day, Lab 1: Pre-requisites 3


Note: Pay attention to the bar at the bottom of your browser where it shows the downloading
progress.

4. Once download completes, click on the exe file to open and run the installer:
Setup.Microsoft.PowerAutomate.exe

5. Select the following options as illustrated and click the Next button.

6. Select the checkbox to agree to Microsoft’s terms of use then click Install button

Robotic Process Automation in a Day, Lab 1: Pre-requisites 4


Robotic Process Automation in a Day, Lab 1: Pre-requisites 5
Note: if asked if you want this app to make changes to your computer, please click ”Yes”

6. The installer will install on your computer:


a. Power Automate for desktop app
b. Power Automate for desktop browser extension for Edge Chromium and Google
Chrome
c. Power Automate machine-runtime management app

Robotic Process Automation in a Day, Lab 1: Pre-requisites 6


7. After installation is finished click the hyperlinks in step (1) to navigate to a chosen
browser(s) to enable Power Automate for desktop extensions. After your extensions
have been configured, you can launch Power Automate for desktop in step (2).

8. If you don’t see this prompt, you can still manually enable the extension. Depending on
what browser you are using, please follow the steps below to confirm the extension is
enabled:
a. Enable in Microsoft Edge (Chromium)
i. Open edge://extensions URL in the Edge (Chromium) browser
ii. Find “Microsoft Power Automate” extension.
iii. Toggle button to enable extension.

Robotic Process Automation in a Day, Lab 1: Pre-requisites 7


iv. Click Details.

v. Check Allow in InPrivate checkbox

b. Enable in Google Chrome


i. Open chrome://extensions URL in the Chrome browser.
ii. Find “Microsoft Power Automate” extension.
iii. Toggle button to enable extension.

iv. Click Details.

Robotic Process Automation in a Day, Lab 1: Pre-requisites 8


v. Toggle Allow in Incognito button to be on

Robotic Process Automation in a Day, Lab 1: Pre-requisites 9


9. Next Launch Power Automate for desktop (PAD). In the opened window, click “Sign in”
and use the admin account that you created in Lab 1.1 step 10:

10. If you are logging in PAD for the first time, you might see the tour window. You can
either follow the tour or skip the tour

Robotic Process Automation in a Day, Lab 1: Pre-requisites 10


Robotic Process Automation in a Day, Lab 1: Pre-requisites 11
Register machine
Note: If you have not previously registered your machine to another environment, Power
Automate Desktop will automatically register your machine to the default environment at the
installing time, so you do not need to do the following steps manually. However, we still
recommend you try to follow the steps below
11. Click Settings from Power Automate Desktop app

12. Click Open machine settings link under Machine settings

Robotic Process Automation in a Day, Lab 1: Pre-requisites 12


13. This will open the Power Automate machine runtime app
Note: If the machine is auto registered for you, you will see the screens in step #15. You can
skip step #14.
If you see the screen below, then please proceed to step 14

14. You can click the Register machine button to register this machine to the default
environment. If you have multiple environments and want to register this machine to a
different environment than default environment, you can use the Environment
dropdown menu to select the desired environment then click register.
Note: Power Automate will only allow the cloud flows in the registered environment to trigger
desktop flows to run on this machine.
15. After registering successfully, you will see this information in the machine runtime app

Robotic Process Automation in a Day, Lab 1: Pre-requisites 13


Robotic Process Automation in a Day, Lab 1: Pre-requisites 14
16. In the future you can also use the Machine group settings to add more machines to one
machine group and manage them together. You can learn information about machine
groups here Manage machine groups

Note: Users will need either an Environment Maker or desktop Flow Machine Owner role
permission to register machines. Before registering a machine, make sure that you have the
required permissions, and there is an available environment to register the new machine in.

Install Contoso Invoice App (for lab scenario use)

1. Download and install both ContosoInvoicingSetup.exe and


ContosoInvoicingSetup.msi from the prerequisite #1.3 folder inside the lab data
packages.

Note: you will need to click “More Information” and “Run it anyway” during
installation of the Contoso app if Windows Defender prompts you that the app is
coming from untrusted source.

2. Launch the Contoso Invoicing app from the Start menu


3. Right click and pin the app icon to the task bar for quick launch. We will use this app
for both the Process advisor and Robotic Processing Automation recordings.

4. Now you can start to get familiar with the Contoso Invoicing App so you can better
prepare for the following lab exercises

Robotic Process Automation in a Day, Lab 1: Pre-requisites 15


i) Open Contoso Invoicing App
ii) Click Invoices

Robotic Process Automation in a Day, Lab 1: Pre-requisites 16


iii) Click the New record icon button on the left to create a new invoice

iv) You can fill in any information for the new invoice in the text boxes

Robotic Process Automation in a Day, Lab 1: Pre-requisites 17


v) Click the Save icon button on the left to save your new invoice

Congratulations! Now you have completed all the pre-requisites. You are
now ready for the labs.

Robotic Process Automation in a Day, Lab 1: Pre-requisites 18


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Robotic Process Automation in a Day, Lab 1: Pre-requisites 19

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