Set Up SAP Build Process Automation in Your BTP Subaccount

1. Add SAP Build Process Automation entitlements to your subaccount
2. Create a service instance and application subscription
3. Verify entitlements, instances, and subscriptions
4. Assign role collections to a business user
5. Install the automation agent
6. Activate Generative AI capabilities

• Administrator access to an SAP BTP global account and subaccount
• A Cloud Foundry environment with a Dev space already created
• A business user account to assign role collections to

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Procedure 1: Add Entitlements for SAP Build Process Automation

1

Open Entitlements

Open the SAP BTP Cockpit and select your subaccount (for example, InclusionCloudDemo01). In the left sidebar, click Entitlements.

2

Open the Add Service Plans dialog

Click Edit, then click Add Service Plans.

3

Search for SAP Build Process Automation

In the Add Service Plans dialog, type process auto in the search bar and select SAP Build Process Automation from the results.

4

Select all five plans

Select all five of the following plans:

Plan	Purpose
standard	Main service plan
build-default (Application)	Build plan for the application subscription
automation-attended	Run bots in attended mode
automation-unattended	Run bots in unattended mode
advanced-user	Access to process visibility workspace

5

Save your entitlements

Click Add 5 Service Plans, then click Save on the Entitlements page to apply the changes.

You can return to the Add Service Plans dialog at any time to add additional plans — such as storage, standard-user, api-calls, or addon (for UiPath connectivity) — depending on your requirements.

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Procedure 2: Create the Service Instance and Subscription

1

Open Instances and Subscriptions

In the left sidebar, click Instances and Subscriptions.

2

Create the service instance

Click Create. In the New Instance or Subscription dialog, configure the fields as follows:

• Service: SAP Build Process Automation
• Plan: standard
• Runtime Environment: Cloud Foundry
• Space: Dev
• Instance Name: SAP Build Process Automation

Click Create.

3

Wait for the instance to be created

The new instance appears in the Instances section with a status of Creation in Progress. Wait for the status to change to Created before continuing.

4

Create the application subscription

While the instance is being created, click Create again to set up the application subscription. In the dialog, select SAP Build Process Automation as the service and build-default as the plan, then click Create.

5

Wait for the subscription to reach Subscribed status

The subscription appears in the Subscriptions section with a status of Processing. The deployment may take several minutes.

Do not proceed to the next procedure until the subscription status shows Subscribed. If the status does not appear to update, navigate away from the Instances and Subscriptions page and return to refresh it.

In typical scenarios, you may activate SAP Build Apps first and then activate Process Automation. This guide covers standalone Process Automation activation, which is also a valid configuration.

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Procedure 3: Verify Your Configuration

1

Verify the Subscriptions table

Go to Instances and Subscriptions and verify that the Subscriptions section shows:

Application	Plan	Status
SAP Build Process Automation	build-default	Subscribed
SAP Document AI	default	Subscribed

2

Verify the Instances table

In the Instances section, confirm that both instances are present and show Created status:

Instance	Service	Plan	Runtime	Space	Status
SAP Build Process Automation	SAP Build Process Automation	standard	Cloud Foundry	Dev	Created
SAP Document AI	SAP Document AI	premium_edition	Cloud Foundry	Dev	Created

3

Verify Entitlements quotas

Navigate to Entitlements and confirm the SAP Build Process Automation plans are listed with their assigned quotas:

Plan	Assigned
automation-attended	1 unit
build-default (Application)	3 units
advanced-user	1 unit
automation-unattended	1 unit

You are now ready to assign roles to your business users.

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Procedure 4: Assign Role Collections to a Business User

1

Confirm Subscribed status

In the SAP BTP Cockpit, confirm that the SAP Build Process Automation subscription shows the status Subscribed.

2

Open the Users screen

Go to Security > Users in the left navigation pane. Identify the business user you want to grant access to.

3

Assign role collections

Select the user, then click to assign a role collection. In the Assign Role Collection dialog, select all of the following role collections:

• ProcessAutomationAdmin
• ProcessAutomationDelegate
• ProcessAutomationDeveloper
• ProcessAutomationExpert
• ProcessAutomationParticipant
• UAA_Token_Exchange

Click Assign Role Collection to apply.

Assign only the role collections that match each user’s responsibilities. For example, a developer needs ProcessAutomationDeveloper, while an end user who only triggers processes needs ProcessAutomationParticipant.

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Procedure 5: Access the App and Install the Automation Agent

1

Open SAP Build Process Automation

Go to Instances and Subscriptions and click on the SAP Build Process Automation subscription to open the application.

2

Select your identity provider and sign in

When prompted, select your identity provider and sign in with your credentials.

3

Explore the SAP Build lobby

Wait for the SAP Build lobby to load. Once it appears, you can click Create to start a new project. Available project types include:

• Application
• Automated Process
• Joule Agent and Skill (if subscribed)
• Business Site (if subscribed)

4

Navigate to Control Tower > Agents

To install the automation agent, navigate to Control Tower in the left navigation pane, then select Agents.

5

Download and install the agent

Click Go to Download Page and follow the three-step process:

1. Install the agent — Download and run the installer for your operating system.
2. Allow the extension — Enable the required browser extension and restart your browser.
3. Register — Register the agent to your SAP Build Process Automation tenant.

A technical user account is required to complete agent registration. Contact your administrator if you do not have one.

6

Verify the agent appears in Control Tower

After registration, return to Control Tower > Agents and confirm that your agent appears in the list.

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Procedure 6: Activate Generative AI Capabilities

1

Open the Generative AI tile

In the SAP Build Control Tower, locate the Tenant Configuration section and click the Generative AI tile.

2

Accept the AI Usage Terms and Conditions

In the AI Usage Terms and Conditions dialog, review the terms, check the I have read the terms and conditions box, then click Accept.

3

Confirm Generative AI is enabled

Confirm that the Enable Generative AI toggle is switched on. The page displays the activating user and the activation date and time.Once enabled, Generative AI capabilities are available across your tenant, including:

• Creating and summarizing processes
• Generating customized forms
• Receiving UI suggestions
• Enhancing Joule Agents

Explore the additional configuration options available in the Control Tower, such as Destinations, Mail Server, SAP Cloud ALM, External Authentication, Agent Groups, and API Keys — these allow you to further customize and extend your automation environment.

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FAQ