AutoMate BPA Server 7 Installation Instructions

by Marjo Martinez, in Tech Talk, posted 2/27/08

Automate BPA Server 7, in addition to the powerful capabilities found in AutoMate 6, provides more enhanced features and actions.  The most significant of these include a client/server design to automate business processes involving just one machine or an entire network.  The result is that the BPA Server 7 architecture is comprised of three major components:  the Server, the Agents, and the Development Tools, which can be installed on the same machine or on separate machines.  This article will provide illustrated instructions and important notes regarding the installation of BPA Server 7, whether the separate components are installed on a single machine or on different machines.


AutoMate BPA Server 7 requires that the following criteria be met in order to run on your system. Before installation, please confirm that your system complies with the hardware, operating system, and OS configurations listed below:

Required Hardware

  • 200 MB disk space (500 MB or more recommended)
  • AMD or Intel CPU running at least 1.5 GHz (2 GHz or higher recommended)
  • At least 512 MB RAM (1 GB or more recommended)

Supported Operating Systems

  • Windows Vista
  • Windows XP
  • Windows Server 2003 

OS Configuration

  • TCP/IP Networking must be installed and functioning
  • .Net 3.0 is required
  • Internet Explorer 6 or higher must be installed (however does not need to be used as default browser)
  • Remote Access Service (RAS) required for Dial-Up Networking actions
  • OLEDB required for Database related actions
  • SAPI 4 or 5 for the ‘Speak’ action

Note: Always be sure to apply all "critical updates" and Service Packs from Microsoft to ensure that the proper operating system and AutoMate BPA Server 7 functionality perform optimally.


When you begin the installation of AutoMate BPA Server 7, the first window that appears is the welcome screen.  At this point, make sure to close all Windows programs before continuing with the installation. Click “Next” to advance to the next step.

The ‘License Agreement’ screen appears next.  It is important to read this information thoroughly in its entirety. After you have read the contents, you must choose to accept the license agreement in order to proceed to the next step.

The ‘Readme Information’ screen appears next, which contains essential product related information, such as product version, release date and notes, product changes, fixes, and enhancements incorporated into the version currently being installed.  The information contained in this screen is updated whenever a new release is available to the public. 

Next is the ‘User Information’ screen where you can enter information to personalize your installation. BPA Server 7 can be installed for a single user or for any user that shares the computer. The default option is already set to “Anyone who uses this computer.”  Please note that you must have administrator rights in order to install the software for all users.

Next is the ‘Destination Folder’ screen where you can select a folder location in which to install the desired BPA Server 7 components.  The default destination folder is C:\Program Files\AutoMate BPA Server\. To install BPA Server 7 into a different location, click the “Browse” button and select another folder.

The next screen is titled ‘Select Features.’  This is where you can select which components to install on the computer you are currently on.  You have the option to install all the components on the same machine, install separate components on different machines, or to select other installation scenarios that best fit your organization. The default option is set to install all components enabled.  In order to disable installation of a certain component, you can use the mouse to left-click the icon next to the specified component(s) and select the option to make it unavailable.  Doing so will add a red “X” next to that component indicating that it is disabled and cannot be installed on that computer.  Information regarding each component can be reviewed below:        

Server:  The Server is the central repository of all essential information for the management and control of all automated processes.  All objects such as workflows, tasks, and conditions are automatically stored onto the server.  All workflow execution event logs, charts, and calendars are stored here as well. The Server runs as a .NET service and stores objects in XML format, or can also be connected to a separate database server for data storage.

Agents:  BPA Server 7 permits automation across a network Agent machines.  Agents allow interpretation and execution of tasks sent by the Server via TCP/IP.  Agents also detect system, application, and network conditions in order to trigger workflows and execute tasks.  Workflow or Task runtime information and/or errors are then communicated back to the server.

Development Tools:  These are necessary tools required for workflow and task development as well as for the management of BPA Server 7.  These tools also connect to the 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

If you are unsure of how much disk space you have available, you can view the required disk space needed to install the selected component(s) by clicking the “Disk Cost” button.  Other details that will appear include the volume, total disk space, and available disk space.  If a volume is highlighted, this means there is not enough disk space available for the currently selected component(s).

NOTE: The following screens may or may not appear depending on what component is being installed.

The ‘BPA Server Configuration’ screen shown below becomes available only if the Server component of the installation is enabled. 

Here you can enter a password for the default BPA Server Administrator account.  If left blank the server’s default password will be set to “password.”

If the Agent component installation is enabled along with the Server component, the following ‘Agent Configuration’ screen will appear.

Here you can specify a name for the Agent in this location.  If no modifications are made, the default value is the computer name.

If the Agent component installation is enabled but the Server component disabled, the following two screens will appear.

The first is the ‘Agent Configuration’ screen.  Since Server installation is disabled, this screen 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.  The ‘AutoMate BPA Server Hostname’ field requires the hostname of the computer that the Server component is installed on.  The ‘AutoMate BPA Server Port’ field specifies the port that the Agent will use to communicate with the Server.  The default value is 7100.     

NOTE: The default value entered in the ‘AutoMate BPA Server Hostname’ field is “localhost” which can easily be edited.  However, “localhost” is inappropriate in this scenario given that the server is installed on a separate machine.  Therefore, make certain to specify the correct Server hostname in this field.


The second screen titled ‘Agent Registration’ requires administrator credentials for the registration process.  A username and password of an administrator on the AutoMate Server is required in order to properly authenticate and complete the Agent registration process.  If no modifications are made in this screen, the default ‘Administrator Name’ value is “administrator” and the default ‘Administrator Password’ value is “password.”

After completing all required installation information, a screen will appear titled ‘Ready to Install the Application.’  If you need to modify or confirm any data previously entered, this is your last chance to click the “Back” button to revise anything.  If everything is in order, you can then click the “Next” button to begin the installation of the selected components.

During the installation process, an ‘Updating System’ screen appears where you can view the progress of the current installation.

Finally, a screen will appear stating that “AutoMate BPA Server has been successfully installed.”  By clicking the “Finish” button, you will finalize and exit the installation process.

Note:  Any licensed serial numbers are not entered during the installation process.  This information can be entered in the Server Management Console (SMC) under ‘Options’ -> ‘Licensing.’  From there you can enter the additional license numbers.