Leapwork Cloud Trial Onboarding Guide

Introduction

The Leapwork-as-a-Service (LaaS) Trial Environment provides a secure, scalable, and user-friendly space where clients can explore the platform’s capabilities. It’s designed to highlight how Leapwork streamlines automation while ensuring strong security and performance.

This guide outlines the key steps and requirements for onboarding new clients to the trial, ensuring a smooth and efficient setup process.

Client Onboarding Prerequisites

Before starting the trial, please provide the following details:

• Client Name
• Number of Studio Users: How many users need access to Leapwork Studio.
• Number of Cloud Agents: The number of Cloud Agents needed for the trial.
• Contact Information: Email and phone number of the person who will receive the controller details and login information.

Installation Steps

1. Check Operating System
Make sure your system or virtual machine (VM) meets both the OS and hardware requirements for Leapwork Studio:

• Operating System: Windows 10 (64-bit) or later is required.
• CPU: At least 4 cores (8 cores recommended for better performance).
• RAM: At least 8 GB (16 GB recommended).
• Disk Space: At least 20 GB of free space.
• Internet Connection: A stable broadband connection is required for communication with the cloud agents.

2. Verify Your Admin Privileges
It is necessary to have admin rights on your computer to install Leapwork Studio.

Install .NET Framework

Before installation, ensure .NET 4.8 framework is installed on the machine where you plan to set up Leapwork Studio.

Download Leapwork Build and Install Studio

1. Download the latest Leapwork release provided to you.

2. Make sure that only the Leapwork Studio option is checked during setup. Other components are not needed and should be left unchecked.

3. Click Next at each step without changing any other settings, as the installation is preconfigured.

4. Once the product is installed, follow these steps to configure the connection:

   1. Open the studio.config file located at:

      C:\Users\(userprofilename)\AppData\Local\Leapwork

   2. Add the following details provided by Leapwork:

      • Controller Address: trial.leapwork.cloud
      • Port Number: 443
      • API URL: https://trial-api.leapwork.cloud:9001/help/index
      • Credentials: Login information for the Client - LaaS Trial.

Start Your Leapwork Journey

Pre-defined Flows

We’ve provided several pre-defined automation flows to help you get started quickly. You can also create your own custom flows and start automating processes right away.

• Flow 1: Open website in Chrome Browser
• Flow 2: D365 - Successful Sales Order
• Flow 3: Salesforce - Create/Edit favourite list

Create Your Own Flow

When working with Leapwork, you can create custom automation flows by following the steps outlined in the Web Automation Tutorial training video.

Once your flow is created, you can run it locally or in the cloud:

• To run it on your local screen, select Local Display. You can run your flow in Preview Mode directly on your laptop by clicking the Run Now button.

• To run your flow using a Cloud Agent, select Cloud Agent from the options.

To schedule your flow to run at specific times, follow the instructions in the article Guide to Scheduling Flow.

Once you've executed a set of automation flows, the natural next step is to report on the results. Check out the tutorial on Reports and Dashboards.

Considerations of Trial Setup

In the Trial setup, clients share three cloud agents. This setup may lead to cases where an agent is already in use by another client when you try to run a flow.

If another user is currently using the Cloud Agent when you try to run a flow, you’ll receive an information message.

CAUTION: Avoid clicking Takeover Connection as it will interrupt the current automation. Instead, select a different agent from the list, or try running the flow later or by scheduling it.

In the screenshot below, you can see that Cloud Agent02 is free and ready to use, while Agent01 is currently in use by another user.

For assistance during the trial, reach out to the Infrastructure Cloud Team at ICO@leapwork.com. They can guide you on using the trial and answer any questions you may have.