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23 views6 pages

Connect - Learning - Instance - 2024 06 13 20 52 51

Uploaded by

arborvitaelane
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Automation 360

June 14, 2024


Legal Notices
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User License Agreement and/or Nondisclosure Agreement and the proprietary and restricted rights notices
included therein.

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to verify the accuracy, reliability, and completeness of the content generated by the AI model.
Content

Connect learning instance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4


Automation 360 - Connect learning instance

Automation 360
Connect learning instance
Connect to a learning instance in Automation 360 IQ Bot to process documents in that learning instance
using the Document Automation workflow.

Prerequisites

To perform this task, you must have one of the following roles:

• AAE_IQ Bot Admin


• AAE_IQ Bot Services
• A custom role with the Connect learning instance permission

Open the Document Automation and Automation 360 IQ Bot environments on the same device.

When you connect a learning instance that was created in Automation 360 IQ Bot, the system creates
learning instance assets (RPA bots, Automation Co-Pilot process, and form) to enable the learning instance
to start processing documents in Document Automation.

Note:

• You must have the AAE_Basic and AAE_Bot Developer role with the Bot Creator license.
• This feature is accessible only within Document Automation (not available in Community
Edition). If you are an IQ Bot customer, you can use this feature within Document
Automation.
• The Automation 360 IQ Bot environment must be associated with the Control Room where
Document Automation is installed. In addition, Automation 360 IQ Bot must be in a version
that is compatible with the Control Room.
• You can connect one learning instance at a time.

A connected learning instance can extract data from check boxes if your device is configured with the
Microsoft Visual C++ 2019 Redistributable package: Extracting data from check boxes

Procedure

1. Login to the Control Room as the Admin user. Navigate to Manage > Learning Instances. Click
Connect learning instance.
This takes you to Connect Learning Instances from IQ Bot classic page which contains a list of
Automation 360 IQ Bot learning instances.

© 2024 Automation Anywhere. All rights reserved. 4


Automation 360 - Connect learning instance

2. Select the learning instance from version Automation 360 IQ Bot to connect with. Move it from left to
right. Click Connect.

The newly-connected learning instance appears in the Learning instances table in private mode.

Note: The value in the Provider column indicates whether a learning instance was connected
from Automation 360 IQ Bot or created in Document Automation.

• For a connected learning instance, the Provider column value is User-trained.


• For a learning instance created in Document Automation, the Provider column value is
Automation Anywhere (Pre-trained).

Next steps

Note: You must maintain the Automation 360 IQ Bot server because it stores the
configuration and training data for the connected learning instance.

• A connected leaning instance can only be edited in Automation 360 IQ Bot. To edit the leaning
instance after connecting it, click the name in the Learning instances table and you will be redirected to
open the learning instance in Automation 360 IQ Bot in a new window.
• To upload documents for processing, click Process Documents. Process documents in Document
Automation

© 2024 Automation Anywhere. All rights reserved. 5


Automation 360 - Connect learning instance

• Extracting data from check boxes


Document Automation supports check box extraction for connected learning instances. The output
varies depending on the selected data format.

Parent topic: Document Automation

© 2024 Automation Anywhere. All rights reserved. 6

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