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Overview

In this document we provide a walkthrough videos of the Automation Kit prerequisites, features and "how to" videos related to the Automation Kit

Prerequistes

Walkthrough video for installation and verification of the Creators Kit dependency for the Automation Kit

Prerequistes Video

Main Solution Setup

Walkthrough of the setup process for the Main solution including discussion of:

  • Verify Creator Kit Installed
  • Import Main Solution
  • Setup of Approvals Component
  • Security Roles
  • Import Desktop Flow Actions
  • Verify Cloud Flows Enabled
  • Sync Environments Flow

Main Install Video

Satellite Solution Setup

Walkthrough video of the setup process for the Satellite solution including discussion of:

  • Azure Active Directory Application Registration
  • Azure Key Vault secrets
  • Registration of Application User
  • Import the Solution
  • Create Connections
  • Set Environment Variables
  • Check Cloud Flows enabled
  • Assign Security Roles
  • Import Desktop Flow actions data

Part 1 - Setup and Import



Part 1 - Setup and Import

Part 2 - Environment Variables


Part 2 - Setup and Import

Configuration Data Setup

Walkthrough video that discusses:

  • Setup of Automation Corporate Goals

  • Configuration of Satellite Environments

  • Configuration of Active Automation Departments

  • Configuration of Process Categories and Subcategories

  • Setup the App Automation Roles

  • Setup of Fallback Environment, Owner and Approver

  • Setup ROI Calculation Formulas

  • Setup Automation Console


Part 2 - Setup and Import

How To - End to End Automation Project

Walkthrough video that covers discussion of the following:

  • Create New Automation Project

  • Approval Process using Microsoft Teams

  • Map Automation Projects to environments

  • Creating a Power Platform solution that includes a Power Automate Desktop Flow, triggering Cloud Flow

  • Metering the solution in the Automation Solution Manager

  • View Flow results and session traces

  • Setup of Power BI dashboard


End to End Project Request

How To - Configure Flow Exceptions Framework

Walkthrough video that covers discussion of the following:

  • User roles that need to assigned

  • Creating / configure rules

  • Example of flow exception process for new exception

  • Flow Exceptions Power BI Dashboard


End to End Project Request