AutoMate BPA Server Installation Wizard

AutoMate BPA Server conforms to the client–server model of computing, whereas, a dedicated server operates as a host that shares its resources with multiple clients. Since data storage is centralized, updates to that data are far easier to administer. This architecture also supplies greater ease of maintenance and enables the roles and responsibilities of a computing system to be distributed among several independent computers.

AutoMate BPA Server is made up of three main components, the server, agent and development tools (comprised of Server Management Console, Workflow Designer and Task Builder). Each component can be installed on the same computer or installed independently on separate computers (as long as they are capable of communicating with each other via TCP/IP). This article supplies step by step instructions covering both express and custom installations of AutoMate BPA Server along with screenshots to aid in distinguishing each step.  

NOTE: For convenience, default values are pre-populated in most Installation Wizard parameters, allowing you to skim through the installation process by simply clicking Next on each screen.   

1. Welcome

When you begin the installation of AutoMate BPA Server, the first window that appears is the Welcome screen (shown above). At this point, it is recommended that you close all Windows programs before continuing with the installation. This and all screens going forward will contain a Back button that allows you to revert back to any previous screen, a Next button to advance to the next screen or a Cancel button to cancel the installation process altogether.

Click Next to continue.

2. License Agreement

The License Agreement (shown above) appears next. It is important that you read the End User License Agreement (EULA) thoroughly in its entirety. If you wish to retain a hard-copy of the EULA, select Print. Toggle the option that states I accept the terms in the license agreement in order to continue. Selecting the latter option will automatically end the installation.

Click Next to proceed.

3. Read Me

The Readme Information (shown above) describes a variety of facts and figures related to the current installation, including product name, current version, release date, getting started guide, special notes, and company/contact information. More importantly, it mentions new features and enhancements added to this particular release of the product, addresses fixes made to any issues that were introduced in a previous release and lists important known problems (if any). This information is updated whenever a new release is available to the public. If needed, you can always access the most current Readme as well as a list of previous Readme documentations via the User Resource Center's Version History page.

Click Next to continue.

4. Setup Options

The BPA Server Setup screen (shown above) enables selection of the type of setup process. The available options are:


After selection, Click Next to continue.

5. Custom Setup

The Custom Setup screen (shown above) lets you dictate which components are to be installed and where to install them on the local computer. AutoMate BPA Server follows the client–server model of computing, in which case, one or more dedicated servers are hosts that share their resources with multiple clients. As a result, all components can be installed on the same computer, or separately, on different computers. This gives you the flexibility to select the installation scenario that best fits your organization.

By default, installation is enabled for all components on the local computer. In order to disable installation of a specific component, left-click the icon next to the desired component(s) and select the option This feature will not be available. A red "X" will appear next to the component signifying that it is omitted from being installed. Details regarding each component are as follows:

· Execution Server- Responsible for running all workflow objects and transmits all execution statistics back to the Management Server, which in turn stores the data. BPA Agents communicate directly with the Execution Server, whereas, the SMC and WFD communicates with the Management Server. BPA Agents communicate directly with the Execution Server, whereas, the SMC and WFD communicates with the Management Server.

·  Management Server - Responsible for storing information regarding workflow objects as well as audit and execution data. It is basically the repository off all BPA information. When a task or workflow triggers upon the occurrence of a monitored event or condition, the Management Server sends information to the Execution Server, which in turn performs execution of all workflow objects. The SMC and WFD communicates directly with the Management Server, whereas, the Agents communicate directly with the Execution Server.

·  Agent - Responsible for executing workflow objects as directed by the Execution Server. Agents also detect system, application, and network conditions in order to trigger task or workflow execution.

·  Development Tools - The necessary tools required for workflow and task development as well as for the management of BPA Server. These tools connect to the Management Server via TCP\IP protocol and are comprised of three elements. The first is the Server Management Console (SMC), which is the centralized interface for the management of all automated processes. Within the SMC, you can store conditions and tasks in the Repository, set up users and agents, view reports, and set system properties. The SMC is where the second element, the Workflow Designer (WFD) can be utilized to create workflows. The third element is the Task Builder, which is used to create, edit, and debug the steps of a task.

The default installation directory varies depending on which operating system AutoMate BPA Server is being installed on. In Windows Vista, Windows 7 and Windows Server 8 operating systems, the default installation directory is C:\Program Files (x86)\AutoMate BPA Server 10. In older systems, the default location is C:\Program Files\AutoMate BPA Server 8. To install the program in a different location, click Change and specify the desired folder.

To view total disk space required to install the selected component(s), click Space. If a volume is highlighted, this indicates that there is not enough disk space available to install the selected component(s).

After selection of the components to install, click Next to proceed.

6. datastore selection

AutoMate BPA Server requires an external database for storing data. The BPA Server datastore selection window (shown above) enables specification of a database in which to use as the central data repository. All BPA Server related data will be saved to this location, including configuration settings, agent information, workflow objects, reports, logs, ports, etc. By default, a new instance of SQL Server 2008 R2 Express will be installed and configured as the datastore. Conversely, you have the option to select an existing database or use a configuration formerly set for an earlier BPA Server 8 build. The available options are as follows:

After selection, click Next to proceed.

NOTE: A different screen may appear next depending on datastore option selected.


6a. SQL Server R2 Express Default Configuration

If the datastore option previously selected is Install SQL Server 2008 R2 Express, the window that appears next (shown above) displays the default configurations that apply once installation of SQL Server 2008 R2 Express takes place. These configuration properties can be modified only after installation is complete. The available properties and their default values are as follows:


Default Value

Instance name BPASERVER10
SA account password AutoMateBPA10
Initial database name BPA
Authentication type SQL

Remote TCP/IP connection



Click Next after reviewing.

6b. Database Connection Configuration

If the datastore option previously selected is Existing SQL Server, MySQL, Oracle or OLEDB database, the Database connection configuration window appears next (shown above), allowing entry of information required for BPA Server to properly communicate with the existing database. After entering the information, you may click Test to examine the connection. Available parameters are as follows:



Database type The types of database to communicate with. The available options are:
  • SQL Server - Connect to SQL Server.
  • MySQL - Connect to MySQL.
  • OLE DB - Connect to OLE DB database.
  • Oracle - Connect to Oracle database.


The name of the database to access, typically a server name.


The location of the database to access, typically a database name.

Database Username

The User ID to use for authentication when logging onto the database.

Database Password

The password to use for authentication when you logging onto the database.


Click Next to continue.

7. BPA Server Configuration Values

Specific information such as server host name, IP address, server communiting  port and Agent name are required in order for BPA Server to successfully communicate with the Agent component. The BPA Server configuration values window (shown above) allows you to select how such configuration settings should be populated. The available options are:

Click Next after selection.

7a. Execution Server Configuration

If the server configuration option previously selected is Custom Values, the Execution Server Configuration screen shows up next (shown above) providing entry of the ports that remote Agents and the Communication Server will connect on. The Execution Server Port default value is 8500. The Execution Server Inter-Server Port default value is 8510.

Click Next to proceed.

7b. BPA Server Configuration

For security purpose, the BPA Server Configuration screen (shown above) allows an administrator password to be entered. If the fields are left blank, the default password is password. This screen appears only if BPA Server configuration values are set to Custom Values.

Click Next to continue.

7b. Management Server Port

The Management Server Port screen (shown above) allows entry of the port that AutoMate BPA development tools (Server Management Console, Workflow Designer and Task Builder) will connect on. The default value is automatically entered. This screen appears only if BPA Server configuration values are set to Custom Values.

Click Next to continue.

7c. Management to Execution Sever Communication

The Management to Execution Server Communication screen (shown above) allows you to enter the Execution Server host name and Execution Server Inter-Server port. Default values are automatically entered. The Execution Server Hostname field requires the host name of the computer that the Server component is installed on. The default value is localhost. The Execution Server Inter-Server Port field specifies the port that the Agent will use to communicate with the Server. The default value is 8510. This screen appears only if BPA Server configuration values are set to Custom Values.

Click Next to proceed. 

NOTE: The default value entered in the Execution Server Hostname field is localhost, which can easily be edited. However, “localhost” may be inappropriate if the server is installed on a separate machine. Therefore, make certain to specify the correct server host name in this field.

7d. Agent Configuration

The Agent Configuration window (shown above) requires supplementary information in order for this Agent installation to properly communicate with the Server. The Agent Name field specifies the name of this Agent. The default Agent name is the name of the local computer. This screen appears only if BPA Server configuration values are set to Custom Values.

Click Next to proceed. 

8. Ready to Install the Program

A window titled Ready to Install the Program (shown above) comes next. If you need to modify or confirm any information previously entered, this is your last chance to click the Back button.

If everything is in order, click Install to start the installation.

NOTE: You must have administrator rights in order to install the software for all users.

9. Installing AutoMate BPA Server

A window titled Installing AutoMate BPA Server 10 (shown above) displays the progress of the current installation.

10. Completion

Upon completion, an InstallShield Wizard Completed window is displayed (shown above). This signifies the completion of the installation process.

Click Finish to exit the Wizard.

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