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Installation Guide

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Overview

1. Cloud Account Setup: Creating your organization in the hosted orchestrator
2. Bot Agent Installation: Deploying agents on your infrastructure

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Phase 1: Cloud Account Setup

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Step 1: Create Account

1. Visit cloud.openautomate.io
2. Click Sign Up to create a new account
3. Fill in your details:
   • Email: Your business email address
   • Full Name: Your full name
   • Password: Strong password (8+ characters)
4. Click Create Account

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Step 2: Email Verification

1. Check your email for a verification message
2. Click the verification link
3. Return to the login page
4. Sign in with your credentials

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Step 3: Organization Setup

1. After login, you’ll be prompted to create an organization
2. Fill in organization details:
   • Organization Name: Your company or team name
   • Organization Slug: URL-friendly identifier (e.g., “acme-corp”)
   • Description: Brief description of your organization
3. Click Create Organization

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Step 4: Initial Configuration

1. User Profile: Complete your profile information
2. Billing Setup: Configure payment method (if required)
3. Team Invites: Invite team members (optional)
4. Security Settings: Configure two-factor authentication (recommended)

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Phase 2: Bot Agent Installation

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Prerequisites Check

• Windows 10/11 or Windows Server 2019+
• Administrator privileges
• Python 3.11+ installed
• Internet connectivity
• Antivirus exclusions configured

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Step 1: Download Agent Installer

1. In the OpenAutomate dashboard, navigate to Agents
2. Click Add New Agent
3. Fill in agent details:
   • Agent Name: Descriptive name (e.g., “Production-Server-01”)
   • Machine Name: Windows computer name
   • Description: Optional description
4. Click Generate Machine Key
5. Important: Copy and save the machine key securely
6. Download the Bot Agent Installer

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Step 2: Install Bot Agent

1. Run Installer: Right-click the installer and select “Run as administrator”
2. Welcome Screen: Click Next to continue
3. License Agreement: Accept the license terms
4. Installation Path: Choose installation directory (default: C:\Program Files\OpenAutomate\)
5. Service Configuration:
   • Service will run as Local System (recommended)
   • Auto-start service enabled
6. Python Detection: Installer will detect Python installation
7. Installation: Click Install to begin installation

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Step 3: Initial Agent Configuration

1. Launch Agent UI: The installer will launch the configuration wizard
2. Connection Settings:
   • Organization Slug: Enter your organization slug
   • Machine Key: Paste the machine key from Step 1
   • Server URL: Default is https://cloud.openautomate.io (usually no change needed)
3. Test Connection: Click Test Connection to verify settings
4. Register Agent: Click Register to complete setup

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Step 4: Verify Installation

1. Service Status: Verify the “OpenAutomate Bot Agent” service is running
2. Dashboard Check: Return to the web dashboard and confirm the agent appears as “Connected”
3. Agent UI: Launch the Agent UI from the Start menu to monitor status

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Advanced Installation Options

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Silent Installation

OpenAutomateAgentInstaller.exe /S /ORGSLUG="your-org-slug" /MACHINEKEY="your-machine-key"

• /S: Silent installation
• /ORGSLUG: Your organization slug
• /MACHINEKEY: The generated machine key
• /INSTALLDIR: Custom installation directory (optional)

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Group Policy Deployment

1. Create MSI Package: Convert the installer to MSI format
2. Group Policy Object: Create new GPO for software installation
3. Assignment: Assign to target computers or users
4. Configuration: Use registry settings for initial configuration

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Configuration File

{
  "organizationSlug": "your-org-slug",
  "machineKey": "your-machine-key",
  "serverUrl": "https://cloud.openautomate.io",
  "autoStart": true,
  "logLevel": "Information"
}

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Post-Installation Tasks

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Security Configuration

1. Firewall Rules: Ensure outbound HTTPS (443) is allowed
2. Antivirus Exclusions: Add OpenAutomate directories
3. User Permissions: Configure access for automation users
4. Asset Security: Set up secure credential storage

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Performance Optimization

1. Resource Limits: Configure memory and CPU limits
2. Concurrent Executions: Set maximum parallel automations
3. Cache Settings: Configure package cache size
4. Log Retention: Set log retention policies

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Monitoring Setup

1. Health Checks: Enable agent health monitoring
2. Alerts: Configure alert notifications
3. Logging: Set up centralized logging (optional)
4. Metrics: Enable performance metrics collection

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Troubleshooting Installation Issues

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Common Installation Problems

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Installer Fails to Start

• Cause: Insufficient permissions
• Solution: Run as Administrator
• Verification: Check User Account Control settings

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Python Not Detected

• Cause: Python not in system PATH
• Solution: Reinstall Python with “Add to PATH” option
• Verification: Run python --version in Command Prompt

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Service Won’t Start

• Cause: Port conflicts or permissions
• Solution: Check Windows Event Log for details
• Verification: Use sc query OpenAutomateAgent command

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Connection Failed

• Cause: Network connectivity or firewall
• Solution: Test connectivity to cloud.openautomate.io
• Verification: Use telnet cloud.openautomate.io 443

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Log File Locations

• Installation Logs: %TEMP%\OpenAutomate_Install.log
• Service Logs: C:\ProgramData\OpenAutomate\Logs\
• Windows Event Log: Application and System logs
• Agent UI Logs: %APPDATA%\OpenAutomate\UI\Logs\

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Getting Help

1. Documentation: Check our troubleshooting guides
2. Community: Join our Discord server
3. Support: Email support@openautomate.io
4. GitHub: Report bugs on our GitHub repository

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Next Steps

1. Create Your First Bot: Follow the Quick Start Guide
2. Explore Templates: Download Python bot templates
3. Configure Assets: Set up secure credential storage
4. Schedule Automations: Create recurring executions
5. Monitor Performance: Set up dashboards and alerts