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Install and Configure Kofax Analytics for RPA

Follow the instructions in this section to perform a new Kofax Analytics for RPA installation.

If you are upgrading from the previous version of Kofax Analytics for RPA, see Upgrade from previous version.

Your Kofax Analytics for RPA product includes KofaxAnalyticsforRPA-<version>.zip, the project bundle file required to successfully import RPA components and built-in views.

SSL

If you initially perform the Kofax Analytics for RPA installation without SSL, you can switch to SSL later. You can switch to SSL by reinstalling Kofax Insight with the "Use Existing Database" option.

Installation and Configuration Checklist

The following checklist provides an overview of steps necessary to set up Kofax Analytics for RPA.

  1. Check settings and set up if necessary the following parameters in Kofax RPA. The settings are located in Settings > General in Kofax RPA Management Console.

    For robot-run analytics

    • RoboServer log database: Select Log to database and specify database parameters.

    • Analytics database: Select Log the statistics to Analytics database and specify database parameters. The SQL scripts needed to create the Analytics schema are located in the documentation\sql\statistics directory in your Kofax RPA installation directory.

    For Process Discovery analytics

    Deploy Process Discovery. See Process Discovery for details.

  2. Create and configure Insight databases: admin, metadata, and data. See the "Databases" topic below.

  3. Install Kofax Insight.

  4. Import and configure your project.

Databases

Use a new or existing database management system instance to create the following databases for use with Kofax Analytics for RPA:

  • Metadata: Stores configuration information such as metric definitions and calculation logic. Assign a name such as rpa_analytics_meta.

  • Data: Stores the processed records and metrics. You can assign any name, such as rpa_analytics_data.

  • Admin: Stores Insight administrative data related to users, roles, filtering, alerts, logs, and more. Assign a name such as rpa_analytics_admin.

We recommend that you use a consistent naming convention for each database, such as rpa_analytics_admin, rpa_analytics_meta, and rpa_analytics_data.

Please create and maintain all the Kofax RPA product databases according to the recommendations in the product documentation. If you are considering database modifications or customizations, do not proceed without consulting Kofax; otherwise, the results are unpredictable and the software may become inoperable.

For the Oracle database, all database schemas must already be in place before you proceed with the product installation.

If you use an Oracle database for collecting analytics data in Kofax RPA and specify the same database while upgrading to a new version of Kofax RPA, you must manually drop and create tables in the database. See the "RoboServer log database" and "Scripts for Creating Database Tables" topics in Kofax RPA Help for information on creating database tables.