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Process Discovery Groups

Kofax RPA Process Discovery helps you gather the data necessary to monitor user activity and process bottlenecks. See Kofax RPA Process Discovery in the Kofax RPA Administrator's Guide for more information.

Groups specified in this window logically combine computers with installed Process Discovery Agents, such as finacial_dept, hr_dept, sales_dept, or others. When you deploy the Process Discovery Agents, specify a name of the group created here.

To create a new group, click Process Discovery Groups in the left pane and then click Add Process Discovery Group in the Process Discovery Groups pane.

Property

Description

Recording settings

Specify recording settings for this group.

  • Recording mode: Sets the agent's recording mode

    • Record all applications, except the ignore list: Records actions in all applications except those specified in a comma-separated list in the Application ignore list field. For example: Outlook, Word, Excel.

    • Record only applications in the record list: Records actions in applications specified in a comma-separated list in the Application record list. For example: Onenote, Photoshop, Publisher.

    • Recording disabled: Actions are not recorded.

  • Application tree mode: While recording user actions, agents record path to an active element in the application tree. The application tree is retrieved using the mode selected in this property. See Tree Modes for details.

    • ISA and Windows: This is the default and recommended mode to record the application tree. Depending on the application, the best result is achieved either by ISA (Intelligent Screen Automation) or by Windows (described below). The Process Discovery Analyzer takes the best result to analyze it.

    • ISA: Intelligent Screen Automation is the Kofax RPA technology used in Desktop Automation to build a tree of UI elements for an application based on its screen image.

    • Windows: This property builds an application tree by utilizing Microsoft UI Automation framework. Some types of applications provide limited or no UI Automation API, such as Web browsers (DOM structure is not available through UI Automation API), Citrix, RDP, SAP, Java applications, and the like. For such applications, agents record limited or no path to element information.

  • Record screenshots: Captures and stores images of the active application while recording user actions. The recorded screen shots are used in Kofax RPA dashboards to visually represent user actions in the Discovered Processes view.

  • Auto Start Recording: If selected, agents in this group automatically start recording.

Database settings

Specify database parameters for agents to access and store data.

  • Host: Database server name or IP address. If you use Docker tools to deploy Process Discovery, this is the computer where Process Discovery runs in a Docker container.

  • Port: Specify the port to access the database.

  • Schema: Name of schema.

  • Database type: Specifies the type of database. This parameter cannot be changed.

  • User name: Account name to access the database by the agents in this group.

  • Password: Account password to access the database by the agents in this group.

  • Test button: Checks the connection to the database.

Database provisioning

Enter credentials to create the database schema and grant access to the user specified in Database settings.

  • Database administrator name: Specify the name of the administrator account to access the database.

  • Database administrator password: Specify a password for the administrator account to secure it.

Create schema button: Creates the schema in the database using the specified credentials.

Grant user access button: Grants necessary database access rights to the user specified in Database settings.