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Orchestrating your automation

Prerequisites

Overview

Orchestration automation is possible to manage the execution of tasks in an automated way, being able to isolate tasks so that they can be executed sequentially.

BotCity Maestro is an automation platform used to support the development process of bots and other types of automation, deployment and orchestration of processes in runtime.

Life Cycle

The automation process contains a life cycle divided into a few steps:

  • Process Preparation: the developer must know the processing flow.
  • Creating the project: the developer creates the automation project, which can be in Python, Java, Javascript or Typescript.
  • Developing Robot: the robot will be developed in this step.
  • Deploy and Relase on Maestro: after the build is done the developer will send the robot to the platform and choose which version will be used in production.
  • Creating runner: the developer will create the runner.
  • Configuring BotRunner: the developer sets the machineId in the SDK configuration.
  • Creating automation: the developer will create the automation, selecting the Runner that was created and the robot that was deployed.
  • Starting the BotRunner: the developer will start the BotRunner from the terminal.
  • Creating task: the developer or the user who will be responsible for running the robot will create a task for the BotRunner to execute.
  • Task execution: the BotRunner will perform the task.

Creating a project

To build a bot we need to create a project in Java, Javascript or Python structure that will be used to develop the bot.

To create a project follow the tutorials below:

Important

In addition to template projects, you can also orchestrate your own custom projects.

See more details about orchestrate custom projects.

Info

For this tutorial we will be using a Python Web Bot project.

Building your project

To send the bot to Maestro you need to build the project. If you are in Windows run the build.bat file in the root directory of the project, otherwise run the build.sh file under Linux or macOS.

.\build.bat
./build.sh

Tip

If you get a permission error, make sure that your build.sh script has execution permission.

You can set the permission with the following command:

chmod +x build.sh

Java project

For Java projects, upload the generated .jar file in the dist/ folder, if it generates two .jar files upload the file with jar-with-dependencies in the filename.

Python project

For Python projects, upload the generated .zip or .tar.gz file in the dist/ folder.

Javascript project

For Javascript projects, upload a .zip file containing the project files such as the bot.js, resources folder and package.json.

Easy Deploy

After building the project, the next step is to deploy the automation to BotCity Maestro.

The easiest way to do your first deployment is through Maestro's Easy Deploy feature.

The Easy Deploy process is basically divided into three steps:

  1. Creating an automation
  2. Deploying a bot
  3. Choosing where to run

First Step - Creating an automation

The first step is to fill in the name of our automation process.

EasyDeploy

Info

See more details about Automations management in this section.

Second Step - Deploying a bot

The second step is to fill in the information regarding your bot.

You will upload the file referring to the bot, define which technology is being used and finally the name and version you want to use for the deployment.

EasyDeploy Step 2

Warning for legacy projects

For Python automations, if you are using a legacy project template, the bot identifier must match the id defined when creating the project.

If the auto-generated name is not the same as the ID of the created project, change it so that the identifiers match.

Basically, the bot identifier appears in the name of the generated .tar.gz file being used.

Final Step - Choosing where to run

The third and final step is to define which Runner will be associated with this automation.

You can select a Runner that you have previously created or enter an identifier to create a new one.

EasyDeploy Step 3

Important

In the conf.bcf file from BotCity Studio SDK, enter the Runner id that will be used.

machineId=vm-01  # <- your runner id here
logScreen=true
logApplication=true

See more details about the BotCity Studio SDK configuration.

Info

See more details about Runners management in this section.

Success 🚀

Congratulations 🏆

In a few seconds, you managed to configure your automation process, associate it with your bot and define where it will be executed.

You now have the option to create a new task for this automation.

By doing so, a new task will be queued and as soon as the Runner associated with the automation is active the execution will start automatically.

EasyDeploy NewTask

Over the next sections, we will cover in more detail how to create and execute tasks.

Automation Management via BotCity Maestro

The Easy Deploy process is very useful for the first deployment of our automation.

However, at certain times we may need to deploy new versions or update existing versions of our bot associated with our automation.

BotCity Maestro offers several features to manage our automations.

From the My Bots menu you can:

  • Deploy new bots and versions
  • Set versions as the release (Production Version)
  • Update the bot code
  • Download the bot code for a given version
  • Exclude a bot.

Bots

Updating your bot

You can update a bot by simply clicking on the pencil icon on the right side of the line associated with your desired bot version and selecting a new file to replace the current one.

Bot Update Icon

Tip

The selected file will be an updated version of the file that is generated in the build process.

To generate a new file, just repeat the build process after updating the bot code.

Bot Update

Deploying a new bot version

You can deploy a new bot or a new version of an existing bot by simply clicking on the Deploy button and filling the form with the Bot ID, version, file and technology used.

Bot Deploy

Defining a release version

You can define the released version by simply clicking on the ribbon icon (highlighted by the red arrow below). The version marked as "release" will be the version of the bot that will be used at the time of execution.

Bot Release

Info

See more details about Bots management in this section.

Managing tasks

Tasks are instances of an Automation that are created by the user via the Maestro User Interface, BotCity CLI, Maestro SDK or the Maestro API.

Task creation page

You can create a task via the task creation page in Maestro.

Just click on the New Task button referring to the automation process you want to execute.

New Task

Tip

The Automation created in the Easy Deploy process will be displayed on this page.

Info

See more details about the New Task page in this section.

Executing tasks

After creating a task, it will be sent to the queue and at that moment it will be ready to be executed.

The last necessary step is to activate Runner. Just run the BotRunner or BotRunner-gui script from the BotCity Studio SDK.

Finishing a task

Once tasks are created, they are queued on the BotMaestro and collected for execution by the BotRunner.

There are two ways to finish a task: via code (together with the bot code) or via CLI.

It is the bot developer responsibility to inform the BotMaestro via the SDK of the proper final status of a task.

Click here to learn how to finish a task using the Maestro SDK.

Info

Finish a task is just one of the possible integrations we can do with BotCity Maestro.

See more details about BotCity Maestro integrations in this section.

Tip

Most of the above functionalities can also be done through BotCity Command Line Interface.

See more details about the command lines that can be used.

Troubleshooting

Q: Runner does not run the robot

  1. Make sure you choose the runner correctly in the automation.
  2. Check if the SDK configuration is with the correct machineId.
  3. Make sure you start the runner.
    • If you have the runner with GUI, click the "START" button to run the tasks in the queue.
  4. Open the log.txt file in the root directory of the SDK and check if there were any errors.
  5. Make sure the runner is running in the terminal.
  6. Check that the runner has internet access.