Installing the client by using the installer

Learn how to install the IBM Robotic Process Automation on premises client through the standard installer with this step by step guide.

Before you begin

  • Install and configure the IBM RPA server. The IBM RPA client relies on it to work. For more information, see Installing the server.
  • You don't need an internet connection to proceed with the installation. You can use a local network connection to connect with the server.
  • Make sure you meet the prerequisites described in Prerequisites to install the client.
  • Download the installer. For more information about how to download it, see Downloading the IBM RPA installer.
  • Starting from IBM RPA 23.0.2: Copy the product's installation key. For more information about how to get it, see Getting the installation key.
  • The IBM Robotic Process Automation default installation directory is C:\Program Files. You cannot change the installation directory.

Procedure

  1. Select the installer language. Click Next to continue the installation with the selected language.

    The screen shows the first setup screen. It allows the user to choose a language to install the application.

  2. Wait until the installer is ready to proceed with the installation. Click Next to continue.

    The screen shows the first setup screen. It allows the user to choose a language to install the application.

  3. Carefully read the User License Agreement and select I accept the terms in the License Agreement. Click Next to continue.

    The screen displays the license agreement.

  4. Select one of the three setup types available to install IBM RPA applications.

    The screen displays the Setup Types.

    IBM RPA installs each application according to the setup type that you select:

    • Typical
      Installs only essential resources for running scripts, such as IBM RPA Launcher, Bot Runtime, and the IBM RPA Vault. It does not install IBM RPA Studio.

    • Custom
      Choose which applications and features to install.

    The screen displays the Setup Types.

    Starting from version 23.0.3, you can now enable or disable Microsoft™ MQ (MSMQ) support. Only disable it if the IBM RPA on premises server does not use MSMQ as the system queue provider.

    • Complete
      Installs all IBM RPA applications and features. This includes IBM RPA Studio.

    For more information about the applications installed, see What is installed.

    Click Next to continue.

  5. Wait until the installer is ready to proceed with the installation. Click Next to continue.

    The setup wizard displays the ready-to-install screen.

  6. Optional: Set up a proxy configuration. You need to provide the connection data to a proxy server.

    The screen displays the proxy configuration screen.

    If you have any proxy server in your environment, you must provide a proxy configuration. IBM Robotic Process Automation is unable to communicate with its API if the proxy server is not configured properly.

  7. Do the following step depending on the client version that you are installing:

    • Starting from IBM RPA 23.0.2: Enter the Client and Server connection data.

      The screen displays the installation key step for on premises client.

    Installation Key
    Enter the installation key. Get the installation key on your tenant in the IBM RPA Control Center. See Getting the installation key.

    Important:The installer registers and certifies the computer to the tenant that generated the installation key. After the installation, you can log in to IBM RPA Control Center to change the computer's capacity. For more details, see Managing computer's capacity.

    API Address
    Enter the URL to the API server. The API server address is defined by server admins during the IBM RPA server installation. This URL can be either the IP address to the server or the server's domain name, such as https://203.0.113.15:7790 or https://api.example.com/, if the server has a domain name for the API.

    Important:Starting from version 23.0.6, you no longer need to enter the API address when you install the client. The API address comes from the installation key.
    • For IBM RPA versions before 23.0.2: Enter the license data.

    This step is optional if you already have IBM RPA client installed:

    The screen displays the license configuration for an on premises client.

    API Address
    Enter the URL to the API server. The API server address is defined by server admins during the IBM RPA server installation. This URL can be either the IP address to the server or the server's domain name, such as https://203.0.113.15:7790 or https://api.example.com/, if the server has a domain name for the API.

    Tenant code
    Enter the tenant code, for example, 5000.

    Tip:By default, the Tenant code is 5000. For more information about how to get this value, see Getting your tenant code.

  8. Wait until the installer installs IBM RPA. Click Next to continue.

    The screen displays the installation progress bar.

  9. Click Finish to exit the installer.

    The screen displays completed installation window.

  10. Restart the computer to properly start the application's services.

What to do next

Validate your installation