Skip to main content
Kofax

Kofax RPA Quick Start Guide (Kofax Analytics for RPA)

3022129

Summary

This article lists the main steps to follow when setting up Kofax Analytics for RPA.

More Information

Kofax Analytics for RPA is a custom project running on a base Kofax Insight environment. Therefore, the steps to install and configure Analytics combine steps specific to Insight and steps specific to Analytics.
Here is a diagram showing how RPA and Insight work together:

clipboard_ec1b7d6f7542effd1c03b55a00003810a.png

1. Installation files needed
1.1. Insight installation files
  1. Check which version of Insight is required for setting up Kofax Analytics for RPA. This depends on the Kofax RPA version and can be found in the corresponding Technical Specifications file. This file is located in Knowledgebase RPA section > Product Documentation
     
  2. Download this specific version of Insight from the download site.
    Note: If you do NOT have a serial that allows you to download Insight, please contact Kofax Technical Support.
     
  3. Download Kofax Insight fix packs for this version (if any are available) from the Overview - Downloads page.
1.2. Analytics files

The only file specific for Kofax Analytics for RPA is the custom project archive. Follow these steps to obtain it:

  1. Determine the version needed for the Kofax RPA version in your environment. Check the Kofax RPA Admin Guide >Kofax Analytics for RPA > Install and Configure Kofax Analytics for RPA. The guide mentions which Kofax Analytics for RPA project version should be used together with the RPA version to successfully import RPA components and built-in views. 
  2. Download this custom project archive from the download site.
2. Install and configure Insight

The Admin Guide corresponding to the version of Kofax RPA contains the steps to perform a basic Insight install under Kofax Analytics for RPA > Install and Configure Kofax Analytics for RPA > Install Kofax Insight.

For any advanced configuration of Insight, please consult the Insight documentation.

3. Import custom Analytics for RPA project into Insight

Follow the steps in the Admin Guide corresponding to the version of Kofax RPA > Kofax Analytics for RPA > Install and Configure Kofax Analytics for RPA.

Kofax RPA Documentation can be accessed from any machine where Kofax RPA is installed or online.

4. Configuration needed on RPA Management Console

Management Console and RoboServer(s) provide the raw data to the Insight project in two databases:

  1. Analytics Database: configure this in Management Console > Admin > Settings > Analytics database
  2. RoboServer Log Database: configure this in Management Console > Admin > Settings > RoboServer Log Database

Applies to:  

Product Version
Kofax Analytics fro RPA 2.x

 

 

  • Was this article helpful?