Configuration Steps for Secret Server

To configure Automation Anywhere to work with Secret Server, you need to create an application account and create a secret for Automation Anywhere.

Creating an Application Account

1. Log into Secret Server.
2. Navigate to Settings > Under (Users, Roles, Access) > Users > Create User, at the top right of the screen.
3. Enter a User Name, Email Address and Password.

4. Select the box for an Application Account.

5. Select Add user.

   Make sure to check the Roles tab to confirm that the user has the default User role.

6. Click Save Changes.

Creating a Secret for Automation Anywhere

1. Navigate back to Home in Secret Server.

2. Access the Create Secret button at the top right of the screen.

3. Search for the Windows Account template.
4. Select Windows Account.

5. For the New Windows Account template, you will need to complete the following fields:

   • Name: Name of the Secret.
   • Machine: The server that Automation Anywhere is installed on.
   • Username and Password: The account that has access to the Automation Anywhere Server
6. Select Create Secret.
7. Go to the Sharing tab and select the Edit option.
8. Under the Search area for Add Groups/Users, enter your Automation Anywhere application account.
9. Click Save.