Get Started with Desktop Automation

The following instructions assume that you have downloaded and installed Kofax RPA on one of your computers. See Quick Start Guide in the Kofax RPA Installation Guide to start using Kofax RPA.

  1. Download the Kofax_RPA_DesktopAutomation_10.4.0_x32.msi installation file from the Kofax download portal. Make sure your devices meet the requirements listed in "Desktop Automation requirements and prerequisites" in the Kofax RPA Installation Guide.

  2. Install and configure Desktop Automation Service on a remote computer that run the applications you wish to automate. If you only need to automate terminal applications, skip this step.

  3. Create a robot in Design Studio.

    1. Click File > New Robot.

    2. Specify the name of the robot and select a project. Click Next.

    3. Select Smart Re-execution (Full) in the Execution Mode and specify other options if necessary. Click Finish.


      Smart Re-execution mode when creating a new robot

    By default, the End step is selected in the created robot.

  4. Insert an action step.


    Insert action step before selected step

    Click Select an Action on the Action tab and choose Desktop Automation.

  5. Configure input values, output mappings, and required devices on the Action tab of the step. See Automation Device mapping and Reference to Automation Device. If you want only to automate terminal applications, skip the configuration for required devices.
  6. Click Edit in the Desktop Automation step to open the Desktop Automation Editor for creating and editing the Desktop Automation Workflow.
    Edit button on the Device Automation action step

    In this editor, you can design your automation workflow. You can also run the workflow to see it in action.


    Initial screen of the Device Automation editor
  7. Once you finish designing your robot, you can deploy it and run to automate the devices.