Robotic Process Automation (RPA) requires a Virtual Machine hosted by you to access a desktop application. This article is provided as a guide to the setup of a Virtual Machine (VM) in your organization.
Virtual Machine Requirements
The VM must have an OS installed (Windows or Linux)
Any license required for the operation of the VM must be provided by your organization. e.g: Windows License
The application required as part of the automation process must be installed on the VM
Example, if the automation process needs to perform tasks in "Quickbooks Desktop", then a copy of the application needs to be installed in the VM, with all the access, modules, or licenses required to perform the tasks.
The VM must have enough resources
CPU, RAM, and disk space should be sufficiently allocated to ensure that operating the application(s) required for automation is smooth.
The VM must be accessible to the Internet through RDP or VNC
Wrk's Automation Platform operates on the cloud and the platform needs to be able to connect to the VM from the Internet to perform the automation tasks.
Note that the uptime of the VM is your responsibility. If the VM is not accessible or not operational, Wrk's Automation Platform will not be able to perform automation tasks within the VM.
The VM must be secured from unauthorized access
The VM's access should be restricted to only allow Wrk's Automation Platform, and the authentication must be provided directly on the platform. Authentication will be saved in Wrk's Credentials Secured Vault.
If you wish to restrict access to the VM by IP as an additional security measure, please contact us to obtain our range of IPs.
Guides to Setting Up a Virtual Machine
The steps to setup a VM varies drastically from one system to another. For example, setting a Windows VM server is different from one version of Windows to another, and even more different from Windows to Linux. Also the steps varies over time as those operating systems get updated over time. Below are links that point towards publicly available guides on how to setup a VM server.
Click on the link that match the operating system on which you want to install a VM server:
There are many factors that can affect the performance or security of your VM and by extension the security of your organization's infrastructure. It is highly recommended that your internal IT department or a professional IT resource does the setup of the VM.
Need Help?
Do need clarification or have a question regarding this article? Connect with our support team using the chat feature or by email to support@wrk.com