OpCon RPA
What is it?
OpCon RPA is the OpCon Robotic Process Automation product. It extends OpCon workload automation through the last mile by automating desktop, web, or hybrid processes that pause for human interaction. OpCon RPA is designed for US financial institutions — banks, credit unions, and insurance companies — that already use OpCon for workload automation and want to extend that automation into manual, UI-driven processes.
This section describes how to install, configure, and operate OpCon RPA, and how to orchestrate OpCon RPA jobs from OpCon. It is the contents page for that material — for an introduction to what OpCon RPA is and what it automates, start with Robotic Process Automation.
In this section
| Page | What it covers |
|---|---|
| System Requirements | Operating system, processor, memory, disk, and software requirements for the Windows host that runs OpCon RPA. |
| Acquiring a License | How to obtain an OpCon RPA license. |
| Installation - OpCon RPA Agent and Netcom Relay | Step-by-step installation of the RPA Agent, Netcom Relay (cloud), the ACS plugin, and the connection to OpCon. |
| Service Accounts and Permissions | Which Windows account each component runs under, what the installer changes on the host, and what the accounts that run tasks need. |
| Unattended Session | How a Robot Task gets a Windows session to run in when nobody is signed in at the host. |
| RDP Login | How OpCon signs an account in over Remote Desktop for a Robot Task run. |
| Permissions Troubleshooting | Agent error messages about privileges, session unlocking, and sign-in, and what causes each one. |
| Troubleshooting | Known limitations of OpCon RPA desktop recording and playback. |
| Installation - OpCon RPA for Cloud Customers on VPN | Where to host Netcom Relay when cloud customers connect over VPN. |
| Update - OpCon RPA Agent and ACS plugin | Update considerations and procedure for the RPA Agent, Tray Client, and ACS plugin. |
| Back Up and Restore the Database | How to back up and restore the DataCache folder, and what a return to an earlier version requires. |
| Mapping OpCon Properties | How to pass input and output data between OpCon and OpCon RPA using Schedule and Job Instance Properties. |
| Importing and Exporting Tasks | How to move tasks between RPA Agents. |
| Task Types | The three task types — Robot, Web Macro, and Scan Document — and which one to build. |
| Wildcard Matching | The wildcard characters accepted in window titles, element text, and file and folder filters. |
| Robot Task | How OpCon RPA robot tasks work, including execution context and credential handling. |
| Security Settings | Windows local security policies required when the Agent service runs as Local System and unlocks desktop sessions. |
| Web Macro | How a Web Macro drives its own browser against page elements, with no desktop session. |
| Native Clicks in Web Macros | When a recorded click has to be replayed as a real mouse click. |
| Scan Document | How a Scan Document task extracts data from scanned documents. |
| Scan Models | How to build the scan model that tells a Scan Document task where the data is. |
| Copy a Task | How to copy a task or version from the Archive and Drafts grids, including the three copy modes. |
| Delete a Task | How to delete a published task and all its versions, or delete a single draft. |
Where to start
- First-time install: Start with System Requirements, then Acquiring a License, then Installation - OpCon RPA Agent and Netcom Relay.
- Reviewing security posture and required permissions: Read Service Accounts and Permissions and Security Settings.
- Deciding what to build: Read Task Types, then the page for the type you need.
- Connecting RPA jobs to OpCon schedules: Read Mapping OpCon Properties.
- Configuring task behavior: Read Robot Task and Security Settings.
- Running tasks with nobody signed in at the host: Read Unattended Session and RDP Login.
- Managing existing tasks: Read Copy a Task and Delete a Task.
- Updating an existing install: Read Update - OpCon RPA Agent and ACS plugin.
FAQs
Do I need Netcom Relay? Netcom Relay is required when integrating RPA with a cloud instance of OpCon CORE Automate / Solution Manager. On-premises installations do not require Relay.
For what OpCon RPA is and what it automates, see Robotic Process Automation, which is the product introduction for this section.
Glossary
Terms specific to deploying and running OpCon RPA. For the product's own vocabulary — RPA, last mile, robot task — see the glossary on Robotic Process Automation.
| Term | Definition |
|---|---|
| RPA Agent | The agent that performs robot task automation on a target Windows machine. |
| RPA Tray Client | The local Windows interface that runs alongside the RPA Agent, used to configure the HTTPS URI and API token. It runs in a signed-in user's session under that user's account. |
| Local System | NT AUTHORITY\SYSTEM, the built-in Windows account holding every local privilege. The account the RPA Agent service runs as. |
| Netcom Relay | The OpCon component that routes communication between the OpCon Server and the RPA Agent for cloud installations. |
| ACS Plugin DLL | The OpCon Application Connection Studio plugin file that lets the OpCon SAM communicate with the RPA Agent. |