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Leapwork Cloud Trial Onboarding Guide

Table of contents

Introduction

The Leapwork Cloud Trial Environment provides a secure, scalable, and user-friendly space where clients can explore the platform's capabilities. It's designed to highlight how Leapwork streamlines automation while ensuring strong security and performance.

This guide outlines the key steps and requirements for onboarding new clients to the trial, ensuring a smooth and efficient setup process.

Installation Steps

1) Check the Operating System

Make sure your system or virtual machine (VM) meets both the OS and hardware requirements for Leapwork Studio:

  • Operating System: Windows 10 (64-bit) or later is required.
  • CPU: At least 4 cores (8 cores recommended for better performance).
  • RAM: At least 8 GB (16 GB recommended).
  • Disk Space: At least 20 GB of free space.
  • Internet Connection: A stable broadband connection is required for communication with the cloud agents.

2) Verify Your Admin Privileges

It is necessary to have admin rights on your computer to install Leapwork Studio.

3) Install .NET Framework

Before installation, ensure .NET 4.8 framework is installed on the machine where you plan to set up Leapwork Studio.

4) Download Leapwork Build and Install Studio

  • Download the Leapwork release provided to you.
  • Make sure that only the Leapwork Studio option is checked during setup. Other components are not needed and should be left unchecked.

    Installation_Gif
  • Click Next at each step without changing any other settings, as the installation is preconfigured.
  • Once the product is installed, follow these steps to configure the connection:
  • Add the following details provided by Leapwork:
      • Controller Address: trial.leapwork.cloud
      • Port Number: 443
      • API URL: https://trial-api.leapwork.cloud:9001/help/index
      • Credentials: Login information for the Client - Leapwork Cloud Trial.

Executing Flows: Local vs. Cloud Agents

When using the Leapwork Cloud Trial, you have two ways to run automation flows:

  1. Local Agents (On-Premise Execution)

    A Local Agent is a runtime environment installed on your machine that executes automation cases. This setup is useful if you want to:

    • Full control over execution – Run automation locally without relying on external servers.
    • Isolated testing – Ideal for environments that require restricted network access.

  2. Cloud Agents (Leapwork Cloud Execution)

    Leapwork also provides Cloud Agents, which are fully managed and hosted by Leapwork. These agents offer:

    • No local setup required – Everything runs in the cloud, pre-configured for seamless execution.
    • Optimized performance – Faster execution using scalable cloud resources.
    • Greater flexibility – Run multiple flows in parallel without overloading your local machine.

While both options allow you to automate workflows, we highly recommend running the pre-defined flows in the cloud to experience the full power of Leapwork Cloud Automation.

Start Your Leapwork Journey

Pre-defined Flows

We've provided several pre-defined automation flows to help you get started quickly. You can also create your own custom flows and start automating processes right away.

In this flow, Leapwork will launch the Chrome browser, open the Leapwork | AI-Powered Test Automation Platform website, and complete the form to request a trial license.

Steps in the flow:

  1. Open the Chrome web browser.
  2. Navigate to the Leapwork website.
  3. Click Start Trial button.
  4. Fill out the request form.

Once completed, you will have successfully filled out the form.

This flow demonstrates Leapwork's capability to automate processes in Microsoft Dynamics 365 Business Applications. It automates the entire process of successfully picking a sales order in Dynamics 365.

Steps in the flow:

  1. Log in to the Dynamics 365 application.
  2. Navigate to Sales and Marketing > Sales Orders > All Sales Orders.
  3. Select the desired sales order from the list.
  4. Mark the selected row.
  5. Click Update Line.
  6. Click Pick.
  7. Click Add Picking Line.
  8. Click Confirm Pick All.
  9. Click Save & Close.

Once completed, you will have successfully filled out the form.

This flow demonstrates Leapwork's capability to automate the process of managing the favorites list in Salesforce.

Steps in the flow:

  1. Log in to Salesforce.
  2. Open any page from the Navigation Bar and add it to Favorites.
  3. Click the Favorites icon at the top-right of the page.
  4. Click Edit Favorites.
  5. Search for the page you successfully added to Favorites.
  6. Verify that the page is present in the Favorites list.

This flow automates the process of managing and verifying favorites in Salesforce.

Create your own flow

When working with Leapwork, you can create custom automation flows by following the steps outlined in the Web Automation Tutorial training video.

Once your flow is created, you can run it locally (preview mode) or in the cloud.

 

How to Select a Cloud Agent

By default, Leapwork Studio has the Local Agent (Display 1) preselected when running automation flows. To run a flow in the cloud, follow these steps:

  1. Open your flow in Leapwork Studio.
  2. Find the agent selection button next to the "Run" button.
    cloud_agent_select
  3. Click the button to open the agent selection window.
  4. Choose one of the Cloud Agents available for the trial:
    • CloudAgent01-Internal
    • CloudAgent02-Internal

    cloud_agent_window
  5. The selection window closes automatically, and the chosen Cloud Agent appears next to "Run" button.

To execute your flow either in preview mode or in the cloud environment, click Run.

run_flow

To schedule your flow to run at specific times, follow the instructions in the article Guide to Scheduling Flow.

Once you've executed a set of automation flows, the natural next step is to report on the results. Check out the tutorial on Reports and Dashboards.

For assistance during the trial, reach out to the Infrastructure Cloud Team at ico@leapwork.com. They can guide you on using the trial and answer any questions you may have.