RPA Help
Welcome to Kofax RPA
Introduction
Related documentation
Training
Getting help with Kofax products
About transition to CEF and robot name change
Types of browsers
Naming policy
Tutorials
Introduction
Basic Engine Robot Beginner's Tutorial
Kapplet Beginner's Tutorial
Type Beginner's Tutorial
Design Studio
Introduction to Design Studio
Robots
Robot Execution Mode
Steps
Variables and Types
Libraries and Robot Projects
Secure Password Handling
Design Studio User Interface
Menu Bar
Toolbar
My Projects
Editors View
Robot Editor
Robot View
Recorder View/Applications Pane
Properties Pane
State Pane/Data State Pane
Type Editor
Text Editor
Windows in Design Studio
Status Bar
Projects and Libraries
Manipulate Robot Projects
Organize Robot Files
Work with Shared Projects
Interact with Databases
Map Databases
Types and Databases
Database Warnings
Create Database Tables
Store Data in Databases
Configure Variables
Variable Validation Errors
Configure Types
Attribute Configuration
Type Attributes
Properties Attribute Type
Design Studio Settings
General
Text Files
Robot Editor
Desktop Automation
Local Databases
Proxy Servers
Certificates
Management Consoles
Upload to Management Console
Open Files with URL
Robot Building
Introduction to Robot Building
Get Started
Reference to Automation Device
Automation Device Mapping
Map Automation Device
Configure Device Mapping
Edit Robot
Configure Desktop Automation Service
Use Local Desktop Automation
Robot Input and Output
Databases
Exceptions
Tree Modes
Variables and Types in Robots
Finders
Robot Steps
Application and component actions
Assign
Assign Clipboard
Browse
Bundle
Click
Cloud AI
Conditional
Connect To Device
Convert Value
Copy Component Selector
Copy
Custom Action
Disconnect From Device
Document Transformation
Predefined projects
DT Browser and Action Steps
Email
Enter Text
Evaluate Expression
Excel
Execute SQL
Extract Clipboard
Extract DateTime
Extract Image
Extract Row
Extract Text From Image
Extended OCR Settings
Train Tesseract
Extract Tree as XML
Extract Value
File System Action
Focus
Format DateTime
Freeze Tree
Group
Guarded Choice
KTA
Loop steps
Break
Continue
For Each Loop
Loop
While Loop
Mail
Move Mouse
Notify
Open
PDF
Press Key
Press Mouse
Query Database
RDP Login
Read File
Remote Device Action
Return
Scroll
Store Current In
Store In Database
Terminal
Throw
Trigger Choice
Try-Catch
Windows
Write File
Write Log
Automate Terminals
Basic Terminal Tutorial
Access Websites
Cookie Management in Chromium built-in browser
Built-in Excel Driver
Tips for Windows Environment
Attended Automation
Get Started with Attended Automation
Sign Documents
Use TLS Communication
Handle Date and Time with Robots
Data Conversion
Expressions
Limits in Numbers
Use RDP Connection
Manage Remote Desktop
Management Console
Introduction to Management Console
Start Embedded Management Console
Management Console Configuration and User Interface
Schedules
Add a single robot
Add a group of robots
Cron schedule
Queuing of schedule jobs
Repository
Robots
API
REST
SOAP
Robot documentation
Types
Create database table from types
Snippets
Resources
Device mappings
Database mappings
Email triggers
Trigger mappings
OAuth
Password store
Passwords
Password access
CyberArk
Passwords
Password access
Robot File System
Data view
Log view
Admin
Task view
RoboServers
Change cluster state
Configure cluster settings
General
Databases
Proxy servers
Logging
Profiling
Robot execution
Projects
High availability nodes
Devices
Users & groups
OAuth server
Backups
License
Settings
General
Login
RoboServer authentication
RoboServer purge
RoboServer log database
Scripts for creating database tables
Analytics database
SMTP server
Proxy server
Robot File System server
Base URL
DAS configuration
Design Studio
Database types
Add database Microsoft SQL Server database type
Database drivers
Process Discovery Analyzer
Process Discovery Groups
KTA configurations
CyberArk configuration
CyberArk applications
Email accounts
JMX
OAuth
Supported service providers
Add applications
Add users
Write robots
Schedule robots with credentials
Out of band applications
Filtering
User password encryption
Process Discovery
Process Discovery Agents
Silent installation of Process Discovery Agents
Configure the Process Discovery Agent
Troubleshooting
Process Discovery Analyzer
Deploy Analyzer using Docker on Linux
Deploy Process Discovery Analyzer on Windows
Deploy Process Discovery Analyzer on Linux
Process Discovery Analyzer cluster
Analytics
Kofax Analytics for RPA
Install and Configure Kofax Analytics for RPA
Install Kofax Insight
Import and configure your project
Upgrade from previous version
Windows Authentication
Configure Insight for Windows Authentication
Use Kofax Analytics for RPA
Viewer
Open the Viewer
Viewer screen layout and navigation
Use the Viewer
Export to Excel
Kofax Analytics for RPA views
Kapplets
Install Kapplets
Log in to Kapplets
Kapplets Configuration and User Interface
Kapplets
Run Kapplets
Templates
Schedules
History
Users and User Groups
Workspaces
Administration
Reference
Basic Engine Robots
Get Started
Prepare Execution
General Editing
Robot State
Debug Mode
Debug a Basic Engine Robot
Debug from Current Location in Design Mode
Return to Design Mode from a Debugging Location
Use Breakpoints
Single Stepping
Step Into
Steps and Data Converters
Steps
Assign Variable
Branch Point
Calculate Key
Call Robot
Call REST Web Service
Call SOAP Web Service
Change Proxy
Clear Named Tags/Ranges
Clear Web Storage
Click
Close Window
Convert Variables
Copy File
Create Cookie
Create Page
Delete File
Delete from Database
Desktop Automation
Divide Text
Do Nothing
End Step
Enter Password
Enter Text
Execute Command Line
Execute JavaScript
Execute SQL
Extract
Extract As HTML
Extract Binary Content
Extract Cell
Extract Column in Data Row
Extract Cookie
Extract Form Parameter
Extract from E-mail
Extract Flash Content
Extract from PDF
Extract Hyperlink
Extract Image
Extract JSON
Extract Path
Extract Property Name
Extract Screenshot
Extract Selected Option
Extract Sheet Name
Extract Source
Extract Tag Attribute
Extract Target
Extract URL
Extract Web Storage
Find In Database
For Each Browser Window
For Each Data Row
For Each File
For Each Item
For Each Option
For Each Property
For Each Radio Button
For Each Tag
For Each Tag Path
For Each Text Part
For Each URL
Generate Error
Get File Info
Get Iteration
Group
Hide Tag
Insert Columns
Insert Content
Insert JSON
Insert Rows
Insert Sheet
Insert Tag
Load File
Load Page
Load Web Storage
Loop Field Values
Loop in Excel
Lookup Password
Make Directory
Make Snapshot
Move Mouse From
Move Mouse To
New Window
Next
Normalize Table
Obsolete Step
Open Variable
Press Key
Query Database
Raw HTTP
Remove Attribute
Remove Columns
Remove Content
Remove Cookie
Remove JSON
Remove Rows
Remove Sheet
Remove Table Rows
Remove Tag
Remove Tag Range
Remove Tags
Rename File
Repeat
Replace Tag
Restore Session
Resume Browser
Return Value
Rewrite Page
Rewrite Style Sheet
Save Session
Scroll
Scroll To
Select File
Select Multiple Options
Select Option
Select Radio Button
Send Email
Set Attribute
Set Evaluation Mode
Set Checkbox
Set Column Width
Set Content
Set Content of Cell
Set Content of Column
Set Content of Row
Set Current Window
Set Format of Cells
Set Hyperlink on Cell
Set Information Property
Set JSON
Set Named JSON
Set Named Range
Set Named Tag
Set Property Name
Set Range Value
Set Row Height
Set Sheet Name
Set Tag
Set Tag Name
Set Text
Set Value of Cell
Snippet Step
Stop
Store In Database
Test Cell Type
Test File Existence
Test JSON Type
Test Page Type
Test Row
Test Tag
Test URL
Test Value
Test Variables
Test Window
Transform XML
Transpose Table
Try
Unhide Tag
View as CSV
View as Excel
View as JSON
View as XML
Wait
Write File
Write Log
Data Converters
Add Text
Add To CSV
Advanced Extract
Ampersand Decode
Ampersand Encode
Base64 Decode
Base64 Encode
Boolean Converter
Capitalize
Compute MD5 Checksum
Convert Binary to Text
Convert from Excel Date
Convert HTML to Text
Convert Text to Binary
Convert to Excel Date
Convert to Lower Case
Convert to Upper Case
Convert Using JavaScript
Convert Using List
Count Tags
Evaluate Expression
Extract
Extract Date
Extract List
Extract Number
Extract Year
Format Date
Format HTML
Format Number
Get Property
Get Time Between Dates
Get Variable
If Then
Make URL Absolute
Make URL Relative
Modify Date
Remove Non-Printable Characters
Remove Spaces
Remove Special Characters
Remove Tags
Replace Pattern
Replace Text
Unquote Text
URL Decode
URL Encode
Snippets
Make Robust Basic Engine Robots
Write Well-Structured Robots
Handle Errors
Error Handling Alternatives
Shortcuts for Common Cases
At Target
Looping
Try Catch
Identify Error Handling in Robot View
Error Handling
Step References in "At..."
Send Backwards (legacy)
Configure Robots
Default Options in Basic Engine Robot Configuration
Show Changes from Default Robot Configuration
Connections and Execution Flow
Conditions and Error Handling
Location and Location Code
Migrate a Robot to a Different Browser Engine
Browser Tracer
Patterns
Expressions
Experiment with Expressions
Edit Expressions
Determine the Page Type
Use Tag Finders
Tag Paths
Tag Finder Properties
Configure Tag Finders
Submit a Form
Form Basics
Determine the Step Action
Use Loops in Forms
Upload Files
Use the Context Menu on the Page View
Loop Through Tags on a Page
Loop Through Tags with the Same Class
Loop Through Tags with Different Classes
Loop Through HTML Pages
First Page Links to All Other Pages
Each Page Links to Next
Use Wait Criteria
Extract Content from HTML
Extract Text
Extract Binary Data
Use the Context Menu in the Page View
Perform Common Tasks
Local Files Usage in Robots
Load an Excel Page from a Variable
Extract Content from Excel
Extract Values from Cells
Extract a Sheet Name
Extract as HTML
Test Cell Types in Excel
Loop in Excel
Loop Over Sheets and Rows
Loop Over Merged Cells
Create and Reuse Snippets
Variables and Snippets
Snippet Best Practices
Reuse Sessions
Modify an Existing Type
Work with Variables in the Applications View
Open a Variable
Modify a Variable
Work with JSON
JSON Terminology
JSON MIME Type
JSON and Step Actions
JSON as a JavaScript Object
Browser Window Actions
Additional information
Protocols
Robot Libraries
Plugin Simulation from JSON Variable
Named Tags, Ranges, and JSON
Tag, Range, and JSON Finders
Tag Finders
Range Finders
Cell Ranges
JSON Finders
Patterns
POST Requests as URLs
Library Protocol
Value Selector
Supported Features in Excel
XML Data Mapper
Create a Data Mapping
Edit a Data Mapping
URL Blocking
Web Authentication
Predefined JavaScript Polyfills
RoboServer
Start RoboServer
RoboServer Configuration
RoboServer Configuration - Headless Mode
Use Proxy Services
Kofax RPA Limitations
Best Practices
Robot Lifecycle Management
Basic setup options
Basic setup with Robot Lifecycle Management
Select branching strategy
Create bare repository
Set up Management Consoles
Start synchronization
Promote and revert changes
Check synchronization result
Access rights and prerequisites
›
Reference
Reference
Contents:
Basic Engine Robots
RoboServer
Use Proxy Services
Kofax RPA Limitations