Leapwork Cloud Setup and Onboarding Guide

Introduction

Welcome to the Leapwork Cloud onboarding guide! This guide will help you set up Leapwork in your environment and ensure a smooth experience as you begin automating tasks using Leapwork Studio and Leapwork Controller and Agent(s) hosted on Leapwork cloud.

By following the simple steps in this guide, you'll be able to configure Leapwork Studio and connect it with Leapwork Cloud Controller and Agents.

Installing Leapwork Studio on your infrastructure.

Pre-requisites

1: Operating System and Studio Machine Configuration

Before starting the installation, ensure that your studio machine meets the necessary system requirements:

• Operating System: Leapwork Studio must be installed on a studio machine running Windows 10 or later (64-bit).
• If you're using a Virtual Machine (VM), ensure the VM also meets the Windows OS requirement.

Studio Machine Configuration:

Your studio machine (laptop, desktop or VM) should meet the following specifications:

• CPU: Minimum 4 cores (8 cores are recommended for optimal performance).
• RAM: Minimum of 8 GB (16 GB recommended for optimal performance).
• Disk Space: Minimum 20 GB of free space.
• Internet Connection: A stable broadband connection is required to communicate with the Leapwork controller and Agents hosted on Cloud.

2: Administrative Privileges

Ensure that your IT person doing the installation has administrative privileges on the respective infrastructure. This is essential for completing the installation.

3: Install .NET Framework

The identified machine must have the .NET 4.8 framework installed.

• Download .NET 4.8 Framework

Studio Installation

Once .NET is installed, download the latest Leapwork release and install Leapwork Studio on the studio machine Click here to visit the Leapwork release page

Installation Steps

1. Open the MSI file location and double-click the .msi-file to start the installation. The first screen will display the version number and ensure that the downloaded version fits your computer.

2. Click 'Next' to begin the installation.

3. Read the end user agreement, tick “I accept the terms in the license agreement” checkbox, and click 'Next' button if you agree.

4. Choose Automation Studio and deselect the other two; you can keep Agent if you want to keep it on the same machine, but we do not recommend having Agent installed on the studio machine.

5. Click Install to start the installation process.

6. Click Continue to start the IE Addon installation.

7. Click Ok to finish the installation.

Configuring Studio

1. Double click on the Studio Icon on the desktop or your start menu to open Leapwork.

2. Double click on the Studio Icon, which will open Leapwork Studio Authentication Window.

3. Click on the Select Controller button to select the correct controller in your organization.

4. Click on the select controller dropdown to find and select your controller installed above (It will appear as IP address or the name of Controller there). If you can’t find the name of the controller by default, you can type it manually.

5. Change the port number of the controller if you have changed it during controller installation.

6. Select the Web sockets transport protocol as it enables faster communication between Studio, Controller, and Agent machines.

7. Once you are done with all above settings, click Connect.

8. Clicking Connect will take you back to Leapwork Studio Authentication Window. To log into Leapwork for the first time, you need to use your admin credentials in the Leapwork Studio Authentication Window. Enter the credentials and Press login to access the Leapwork Studio.

Leapwork Administration

If your role is defined as an Admin, you have access to Leapwork Administration, and you can perform actions as shown below:

• Controller Settings: Change controller settings
• User Management: Add, Remove, Update Leapwork Users
• Team Management: Add, Remove, Update Leapwork Teams
• Workflow Settings: Edit Workflow settings
• API Access Keys: Generate API Keys
• E-Mail Settings: Update email settings for sending emails from Leapwork
• Proxy Settings: Update Leapwork proxy settings
• Default Automation Flow Settings: Update flow settings
• Capture Settings: Change the way Leapwork captures an object
• Retention Policies: Add, Remove, Update Leapwork retention policies
• License Management: License management, Add, Remove, and Update Leapwork licenses
• Audit Log: Check Audit logs

By following this guide, you'll be ready to start automating your tasks with Leapwork Cloud.

If you have any questions, please reach out to our Priority Support team.