Solutions Management
  • Introduction
    • Solutions Management overview
    • Understanding solution concepts
    • Solution components
  • Getting started
  • Managing solution projects and packages
    • Creating a solution project
    • Editing a published solution project
    • Transporting a solution package
  • Managing solution deployments
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Solutions Management User Guide
Last updated Mar 4, 2024

Creating a solution project

This step is typically performed by an RPA developer.

To start building a solution, take the following steps:

  1. In the Solutions view, use the Tenant selection drop-down menu to indicate the source tenant where you developed the solution that you want to package and transport.
  2. Select the Projects tab then the New project button.
  3. In the Create solution project window, provide a name for the project and, optionally, a description, then select Create.

  4. Once the Solutions builder is open, select the + button to start building your solution by adding components from the selected tenant.
  5. In the Components panel, select the folders and the corresponding components you plan to include in your solution. Note that you can only see the components you have access to in the source environment.
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  6. Select Add to open the Solution explorer. You can now see the selected components grouped by component type or folder, and all the corresponding files. Optionally, at this point you can add or remove components.
  7. Select the components included in your solution to view and optionally update their properties in the Component properties panel. Note that there are two types of properties:
    • Read-only properties - Changing these properties may break the solution. The only way to change read-only properties is by going back to your development environment and making the changes. Then, come back to the Solution builder to remove the old component, then reimport it to fetch the latest info.
    • Configurable properties - If you know that different values are required in the target deployment environment, you can configure these properties to ease the deployment experience. You can also change these properties within the deployment wizard if needed.

      In cases where property differences across environments exist, and the correct values are uncertain during the solution packaging process, it is recommended to leave these fields blank by removing the default values.

      This way, it is easier to notice which fields require specific input during the deployment phase.

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  8. To generate a solution package, select the Publish button in the upper-right corner of the Solution explorer window, and provide the following details in the newly open panel:
    • Solution root folder name - Mandatory. The name provided at deployment time for the solution root folder. The administrator can change it when performing a deployment.
    • Package name - Mandatory.
    • Package version - Mandatory.
    • Description - Optional.
  9. Select Publish.
  10. Return to the Solutions view in Automation Ops. You should now see your newly created packages in the Packages tab.

You can interact with the aforementioned flow at any time and return to the Projects tab to resume work on your project.

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