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. By default, Skype and Lync are included into the Application ignore list. 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. Note that screen recognition is a CPU-intensive operation. Process Discovery Agent performs recognition of the recorded screen shots when CPU load is low, such as during night time. 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. Auto start recording: If selected, agents in this group automatically start recording. 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. Blur screenshots: If Record screenshots option is selected, you can make the text on screen shots unrecognizable by selecting this option. We strongly recommend selecting this option if the screen shots can contain sensitive data, such as personal information, passwords, credit cards numbers, and so on. Compression level for screenshots: Explicitly sets the compression level of recorded screenshots in percentage. The higher the value, the better image quality you get and the more space is required to store the images. For example, selecting 100% quality requires three times more space compared to 60% quality. Screenshot size: Sets screenshot dimension threshold in pixels. Larger screenshots are proportionally resized for image height and width to fit the specified value.
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.

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. By default, Skype and Lync are included into the Application ignore list.
- 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. Note that screen recognition is a CPU-intensive operation. Process Discovery Agent performs recognition of the recorded screen shots when CPU load is low, such as during night time.
- 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.
Auto start recording: If selected, agents in this group automatically start recording.
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.
Blur screenshots: If Record screenshots option is selected, you can make the text on screen shots unrecognizable by selecting this option. We strongly recommend selecting this option if the screen shots can contain sensitive data, such as personal information, passwords, credit cards numbers, and so on.
Compression level for screenshots: Explicitly sets the compression level of recorded screenshots in percentage. The higher the value, the better image quality you get and the more space is required to store the images. For example, selecting 100% quality requires three times more space compared to 60% quality.
Screenshot size: Sets screenshot dimension threshold in pixels. Larger screenshots are proportionally resized for image height and width to fit the specified value.

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.

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Process Discovery Groups