› Integration › RPA › Integrate TotalAgility with RPA

Integrate TotalAgility with RPA

RPA (Robotic Process Automation) is a platform for application integration and process automation. Integrate TotalAgility with RPA to execute a RPA robot from within a process or a form.

  1. Navigate to Integration > RPA.

    The RPA page appears.

  2. Click New.

    The New RPA configuration dialog box is displayed.

  3. Enter an ID for the RPA server. The system identifies the RPA server with this ID.
    You cannot edit the ID once the configuration is saved.
  4. In the Display name field, enter the RPA Server name. This helps you identify the server name in the list.
  5. Enter a Management Console URL for the RPA Server.

    • RPA is installed independently from TotalAgility. Install RPA on the same machine or a separate machine.

    • If the "Allow all" system setting is not enabled, you can only enter the Management console URL that is whitelisted, otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string

  6. For Communication type, select either option:

    • .NET (default): This mode is useful for processing large amounts of data, such as processing images.

      The .NET mode is only available for TotalAgility on-premise; it is not available for TotalAgility in an Azure environment.

      1. Optional. In the Management console security group, provide the User name and Password.

        The Management Console Security is a web-based interface that provides point-and-click monitoring and management of the RPA platform servers.

      2. For Robo server(s), select either option (Default: RoboServer):

        RoboServer

        The RoboServer is the RPA application for running robots as a service for clients. Once started, the server accepts requests from clients, such as robot execution requests, and sends back responses, such as the objects that a robot extracted during its execution.

        Provide the Host name, Port number, User name and Password to connect to the server.

        Cluster

        Cluster is a group of robo servers.

        Provide the cluster name defined in the Management Console.

        To confirm the connection to the RPA server, click Test connection. The management console credentials are validated.

    • REST: This mode is useful for processing small data sets, such as processing simple text.

      1. Optional. In the Management console security group, provide the Username and Password.

      2. To confirm the connection to the RPA server, click Test connection.

    For RPA nodes only the Rest communication type is supported when running in Azure; both Rest and .NET are supported when running in on-premise multi-tenant environment.

  7. Click Save.

How to: Maintain an RPA configuration