› Kofax Analytics for RPA › Install and Configure Kofax Analytics for RPA › Import and configure your project

Import and configure your project

Use this procedure to set up your Kofax RPA dashboard project.

Note that by default Insight sets up the User's logins and passwords are defined within Insight platform. Users are explicitly linked to roles option for your project. You can change the type of authentication later.

  1. Start Insight Admin Console.

    • If you have not closed the Insight Installation Manager, on the Installation Completed window, click Admin Console.

    • If you closed the Insight Installation Manager, navigate to Start > All Programs > Insight 6.3.0 > Admin Console.

  2. Enter the login credentials for the Administrator that you specified during the Insight installation.

    If this is the first time you start the Admin Console, you are prompted to enter license information on the License tab.

  3. In the navigation panel, click Projects, and then right-click and select New Project.

    The New Project window appears.

  4. Type KofaxRPA as the project name and click OK.

    The Create New Project [KofaxRPA] window appears.

  5. Click the Import from file tab, and then click Select file. Select File is located on the client computer and will be copied to the server for processing.

    The File Upload window appears.

  6. Navigate to KofaxAnaliticsforRPA-2.6.0.zip, and click Open.

    Wait until the file is imported.

  7. Set the database connection information for the Meta and Data databases.

    The database name field is automatically pre-filled with the project name and a database ending, such as Kofax_RPA_meta. Edit the name to suit your requirements. Note that the database name must not contain spaces.

    If the server details are nearly the same for the Meta and Data databases, select Same server as the meta database to copy the entries from the Meta section into the Data section. After the entries are copied, be sure to update the database name in the Data section.

    Do not click Connect during this step, because the databases do not exist yet.

  8. Click OK to import the project.
  9. When prompted to confirm database creation, click Yes even if databases already exist. Insight creates the necessary tables in the database.

    An indicator appears on the screen while the project import is in progress.

    The built-in views, records, and metrics for Kofax RPA are added to your installation.

  10. Expand the newly created project and verify that you have the following databases under Data Sources:

    • Data DB: Insight data warehouse

    • Analytics: Reporting database that you have configured in Kofax RPA Management Console under Settings > General > Analytics database

    • Logs: Log database that you have configured in Kofax RPA

    • erd_dean: Process Discovery database

    To expand the project, click the arrow to the right of the project name.

  11. Set parameters to connect to each of the databases by specifying the Server name, Database name, User and password. Click Connect to test the connection. The circular indicator turns green if the connection is successful.

    The analyzer database is set in the Kofax RPA Management Console in Settings > Process Discovery Analyzer Database settings.

  12. Click Save to save your configuration.
  13. Expand Users and set passwords for the built-in users that can access Kofax RPA Viewer directly to view the reports. Click Save to save passwords. The following users are available:

    • KAFK: This user can access both Process Discovery and RPA dashboards.

    • RPA: This user can access only the RPA dashboard.

    • PD: This user can only access the Process Discovery dashboard.

    • KAFK_admin: This user is preserved for backward compatibility with version 1.0 and has similar rights as the Administrator.

  14. Open Insight Studio by clicking Studio from the Insight Admin Console, or open a web browser and enter the following URL:

    http://<server>/Insight/Studio/

  15. Expand Execution Plans and click One minute plan for the imported Kofax RPA project.

    This plan is scheduled to load data every five minutes.

  16. Click Data Load and do the following on the Date range tab:
    1. Select today's date and tomorrow's date to load and show data gathered today.
    2. Click Load Data.

      To load data collected during previous days, load data day by day instead of loading the entire time period. Loading data for more than one day increases the load and may prevent the program from loading data.

    Once configuration is complete, you can start using the dashboard.