Connecting to Remote Machines

To use Remote Administration, AutoMate must establish a TCP/IP connection to each remote machine running the AutoMate task service. Before this can be performed, each remote client must have a security password defined for authentication. Since AutoMate Runtime components are background applications that don't contain a user interface, a password must be defined during initial setup. AutoMate Premium bidirectional connections are supported for those organizations that require more than one Premium installation to accommodate multiple task developers. This type of connection requires Remote Access Remote Access to be enabled and a security password to be defined on each client that will host a connection.

When a user starts the local Task Administrator, it automatically contacts the AutoMate task service on the same machine. Once this is complete, the user can then connect to other remote AutoMate clients. The host name or IP address of the remote machine and the defined security password is required during the connection process. AutoMate supports multiple remote connections.    

To connect to a remote AutoMate client:

  1. Open Task Administrator on the local machine.

  2. Be sure the Task Folder view is visible: On the View menu, go to Windows and make sure Task Folders is checked as shown below. (This is not necessary for remote administration to function, but it aids in navigating from computer to computer.)

  1. Click the Connect button located on the toolbar or select File -> Connect...

  1. A dialog window titled Connect opens, as illustrated below. Available parameters are detailed below:


  1. When finished entering the required information, click Connect. The Task Administrator will attempt to establish and authenticate the connection on the remote machine. Once remote connection is successful, a new computer icon corresponding to the remote connection will appear in the Task Folders (left) pane and folders present on the remote machine will appear directly under the computer icon. Selecting a remote folder will populate the main Task Administrator window with the remote tasks contained in that folder. See Managing Remote Tasks for more information.

  1. To establish connection with other remote AutoMate clients, follow the steps above. There is no limit to the number of remote AutoMate clients a single Task Administrator can connect to.
     

NOTE:  If the AutoMate Server port on the remote machine is anything other than the default 7977, you will need to enter the port number preceded by a colon following the machine name (Example: JoesMachine:7977). You can view the port setting at the remote machine by selecting Options from the System menu and clicking the System tab.

To connect to a remote AutoMate client:

  1. Open Task Administrator on the local machine.

  2. Click the Connect button located on the top portion of the Navigation (left) pane

  3. A dialog window titled Connect opens, as illustrated below. Available parameters are detailed below:

  1. After entering the required information, click Connect. The Task Administrator will then attempt to authenticate the connection on the remote machine. Once connection is successful, the Task Administrator's main window pane becomes populated with the remote client's tasks and folders (if any). A new computer icon corresponding to the remote connection will appear in the Navigation pane and folders that are present on the remote machine will appear directly under the computer icon. Switching back and forth from the local machine to various remote clients can be accomplished by simply clicking a computer or folder icon in the Task Folders pane.

See Also

About Remote Administration

Deploying Tasks

Modifying Remote Preferences

AutoMate Runtime Components