Accessing your Blue Prism Cloud platform

Click this icon on the toolbar to view and download a PDF version of this guide.

This guide explains how to access your Blue Prism Cloud Digital Workforce platform. The platform is likely to be accessed by a range of different user profiles, from IT Support through to automation developers and end users.

Prerequisites

To be able to access the Blue Prism Cloud platform and the associated components, you will need:

  • Established network connection (for example, a VPN connection) between your organization's network and the Blue Prism Cloud platform.
  • An Inbound customer Remote Desktop Protocol (RDP) (3389) rule on the Blue Prism Cloud network.
  • Your organization must allow outbound RDP traffic from your network to the Blue Prism Cloud platform.

Running Remote Desktop

To access your Blue Prism Cloud Workforce you will need to use an application called Remote Desktop Connection.

To access Remote Desktop Connection:

  1. In the Windows Taskbar Search field, type remote desktop connection or mstsc.

  2. Select Remote Desktop Connection from the search results.

    Remote Desktop Connection opens.

Logging into the Management Server

Assuming you have established secure connectivity from your network to your Blue Prism Cloud platform, you will be able to remote desktop to the Management Server on your Blue Prism Cloud platform using the private IP address of the Management Server.

The Management Server is the central access point to the Blue Prism Cloud platform using the Remote Desktop Protocol (RDP). By default, there is a terminal license applied on the server which allows up to 10 concurrent users to access the Blue Prism Cloud platform at any time.

  1. In Remote Desktop Connection, type in the internal/private IP address of your Management Server in the Computer field.

    The server details such as Private IP, Machine Name, Windows Username and Windows Password should already be with the requested end user upon your Blue Prism Cloud Platform Handover. If you do not have the server details of the Management Server, please email [email protected] to request for these to be shared.

    The Windows Security dialog displays.

  2. Enter your provided credentials: username and password.

Management Server Desktop

Once logged in you will be able to see the Management Server desktop. It is important to note that no automations are run on the Management Server – the purpose of this system is the management of the digital workforce and is seen as a staging and control area for the automations.

From this desktop, you can do two things:

  • View and control the Digital Workers
  • Restart an automation.

Accessing the Digital Workers

To access the Digital Workers for operator or developer activities, or IT support access, the method below is recommended.

VNC to a Digital Worker

  1. Open the folder on the Management Server desktop named Virtual Worker Access. Inside the folder there will be shortcuts for all of your Digital Workers.
  2. Double-click the shortcut for the Digital Worker you want to access.

    The Vnc Authentication dialog displays.

  3. Enter the appropriate VNC account credentials for the Digital Worker being accessed. The VNC connection is made using admin mode which enables development or configuration work to be performed.
  4. Click OK to open a VNC window to the Digital Workers desktop.

VNC Restrictions

You can apply the following restrictions on Digital Worker usage to ignore mouse and keyboard inputs, and prevent access to clipboards.

  1. Click the connection button from the menu bar.

    The Connection Options dialog displays providing access to the Restrictions options.

  2. Apply the required restrictions:
    • View only – If you make sessions view only, any mouse and keyboard inputs are ignored.
    • Disable clipboard transfer – This option should be selected to prevent Digital Workers from attaching to your local clipboard, or other Digital Workers clipboards, causing confusion in the automation and leading to a potential system exception.
  3. Click OK to save your settings.

Shutting down/closing open application

VNC should be treated like any other application, therefore when a system exception has occurred, Blue Prism recommends that you close all applications that are currently open on the Digital Worker’s desktop using the correct methods to log out and close applications. After closing all automation utilized applications, you should close the VNC window.