RPA Agent for Mac | Zoho RPA Help

RPA Agent for Mac

What is an RPA Agent?

RPA agents are software programs that run on desktop machines to automate tasks. They are the core component of the RPA platform that executes automation actions. Every machine that needs to run automation requires an RPA agent. The agent connects the Zoho RPA server to the client machine and provides information about the machine's status, such as whether it is up and available to run bot executions. The agent also enables the server to send instructions on what needs to be done.

System Requirements

Supported Operating systems:  Supported on MacOS  Ventura (Version 13.0) and newer
Minimum disk space: 512 MB
Minimum RAM: 512 MB

Create RPA Agent

Install Agent

  1. Log in to your Zoho RPA account.
  2. In the Settings section, click Agents, then click Create Agent.
  3. Navigate to the Mac tab. Then, click the download link that matches your Mac's architecture.


  4. Click Generate Key to generate a unique key for the new agent. In the pop-up window that appears, click Accept to continue. 
    Note: The installation key can only be generated by either an admin or the owner of the organization. Once the key is generated, it will be available for the other users in the organization.
  5. Follow the on-screen instructions and run the agent. 
  6. Once you've successfully set up the agent, click Next.
  7. Click Done.

Register RPA Agent

  1. Enter the agent name in the Agent name field.
  2. Enter the agent key in the Agent key field.
  3. Click Register Agent.
  4. Switch to the browser window to confirm that your agent is created and registered.
Notes
 If you're operating behind a firewall and encountering connectivity issues, learn more about the necessary domains to whitelist in Whitelist Domains for Firewall.
To register an agent at a later time, or to register an agent that was unregistered:


          
  1. Right-click the RPA Agent icon in the mac menu bar and select Register Agent.
  2. Enter the agent name and agent key in the window.
  3. Click Register Agent.
Note: You can only register an agent that has not yet been registered. If you need to register an agent that has already been registered, you will first need to unregister.

Configure Proxy Settings 

To set proxy settings for the RPA agent on your client machine:
  1. Install the RPA agent.
  2. On the Register Window screen, click the Set Proxy button.
  3. You will be redirected to the Proxy Configuration screen. 
  4. Enter the following information:
    1. Server
    2. Port
    3. Username (optional)
    4. Password (optional)
  5. Click Save.

To configure proxy settings for a previously registered agent:
  1. Right-click on the Mac menu bar icon and select Set proxy.
  2. You will be redirected to the Proxy Configuration window screen.
  3. Enter the proxy server settings and click Set proxy.

Unregister Agent

To unregister an agent:
  1. Right-click the RPA Agent icon in the Mac menu bar and select Unregister Agent.
  2. Click Unregister to proceed.
       

Note: Unregistering an agent will abort all running RPA processes and exit the agent. You will need to manually start the agent again, if required.

Status, Connect, Disconnect and Exit RPA Agent 

You can connect, disconnect, and exit the RPA Agent from the system tray.
  1. To connect the agent to the RPA server: Right-click the agent icon on the Mac menu bar and select Connect.
  2. To disconnect the agent from the server: Right-click the agent icon on the Mac menu bar and select Disconnect.
  3. To check the agent Status: Right-click the agent icon on the Mac menu bar and then select Status. 
  4. To exit the RPA process: Right-click the agent icon on the Mac menu bar and select Exit.
Note: Enable and Prevent screen lock options are not supported for Mac agents. Ensure your Mac screen is unlocked for automations to run correctly. Actions like Type Into and Hotkeys will fail if the screen is locked. Only web automation actions are currently supported for Mac Agents.

Update RPA Agent

You have two options to keep your RPA agent up-to-date:

Manual update

You can update the agent whenever you are ready. You will receive a notification when a new version is available.

Auto update

When a new update is available, you will see a prompt asking you to update the agent. Selecting Remind me later will prompt you again in 30 minutes.

Minimum version and update requirements

If your RPA agent is below the minimum supported version, you will receive a prompt to update it. You need to ensure the agent is running with administrator privileges for the update to work. Updates can then proceed manually or automatically, depending on which setting is enabled.

Delete RPA Agent

To delete or remove the RPA agent, follow these steps :

Unregister Agent

To unregister an agent:
  1. Right-click the RPA Agent icon in the Mac menu bar and select Unregister Agent.
  2. Click Unregister to proceed.
Note: Unregistering an agent will abort all running RPA processes and exit the agent. You will need to manually start the agent again, if required.

Uninstall Agent

To delete the RPA app on your Mac, navigate to your Applications folder, right-click the Zoho RPA app icon, and select Move to Bin.

Delete Agent

As the final step, you will need to delete the agent from your Zoho RPA organization. Here's how : 
  1. Log in to your Zoho RPA account.

  2. Click Settings, then click .
  3. Hover over the agent you want to delete, then click the bin icon to delete the agent.
      

If the RPA agent is currently used in any flow, you'll be prompted to remove it from those flows first. To do this, go to the respective flow, navigate to the builder screen, click Change agent, and select a different agent. Once you're done, you can return here to delete the original agent. 

Retrieving RPA Agent Logs for Support and Debugging

To help our support team debug your issue quickly, please locate and attach the following log file in your email to the support team.

On macOS, the Library folder is hidden by default. To access your logs, follow these steps:
  1. Open Finder.
  2. In the top menu bar , click Go > Go to Folder... (or press Cmd + Shift + G).
  3. Paste the following file path: ~/Library/Application Support/Zoho/RPA/logs/
  4. Locate the RPAAgentLog0.txt file and attach the file in your email to the support team
Notes
Note: If the issue has occurred multiple times, please include all log files from the directory (e.g., RPAAgentLog1.txt, RPAAgentLog2.txt, etc.) to help us debug the issue more effectively. 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now








                                                                                                                            • Related Articles

                                                                                                                            • Introduction to Zoho RPA

                                                                                                                              What is RPA? Robotic Process Automation (RPA) is a software technology that automates business processes by deploying software robots to mimic human-like interactions on applications. RPA bots can interact with any application or system based on its ...
                                                                                                                            • RPA Agent for Linux

                                                                                                                              What is an RPA Agent? RPA agents are software programs that run on desktop machines to automate tasks. They are the core component of the RPA platform that executes automation actions. Every machine that needs to run automation requires an RPA agent. ...
                                                                                                                            • RPA Agent for Windows

                                                                                                                              What is an RPA Agent? RPA agents are software programs that run on desktop machines to automate tasks. They are the core component of the RPA platform that executes automation actions. Every machine that needs to run automation requires an RPA agent. ...
                                                                                                                            • RPA flow

                                                                                                                              What is an RPA flow? RPA flows are like processes or workflows that you can create to automate tasks. An RPA flow is made of a trigger and one or more actions. The trigger initiates the flow, and the actions are the tasks that are executed by the ...
                                                                                                                            • Manage RPA Agents

                                                                                                                              This page provides a central view for managing all RPA agents within your organization. Here, you can get a quick overview of each agent's status and key information. Agent Overview The following details are displayed for each installed agent in the ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources