Install Process Intelligence

The Process Intelligence installer does not have a repair mode. Please do not edit/delete anything in the installation folder unless you have received clear instructions on what to do. If you have deleted something from the installation directory by accident, you will have to uninstall and then re-install Process Intelligence.

  1. Run the installer.

  2. The installation wizard displays a sequence of screens with detailed instructions for each installation step. Use the Back and Next buttons to navigate through the screens. To quit the installation wizard at any stage, click Close.

  3. Read and accept the license agreement.

  4. Check and install the prerequisites.

    The wizard checks for the third-party applications that are required to configure and operate Process Intelligence. Some of the applications will have to be downloaded and installed manually. If your computer meets the system requirements, you will be taken straight to selecting a destination folder, and the additional steps described below will not display.

    1. Enable Windows features – If they are disabled, the installation wizard will prompt you to enable them and your computer will be restarted.

    2. Install Redis – Download the following installation packages into the same folder:

      • From Microsoft:

        • Linux Ubuntu 20.04 LTS

      • From Ubuntu:

        • gcc-10-base_10.3.0-1ubuntu1_20.04_amd64.deb

        • libatomic1_10.3.0-1ubuntu1_20.04_amd64.deb

    3. Specify a folder where you want to save the packages.
    4. Specify a folder where Ubuntu will be extracted to. The default folder is: C:\Program Files (x86)\Ubuntu.

  5. Select a destination folder where Process Intelligence will be installed. The default folder is: C:\Program Files\Blue Prism Process Intelligence.

  6. Select the PostgreSQL database which Process Intelligence needs to access. You can install PostgreSQL on the same computer as Process Intelligence or on a separate computer.

    If you have already installed PostgreSQL on the current computer or another one, select Connect to existing database. Otherwise, select Install local database and follow the instructions.

    The following PostgreSQL database tables will be created:

    • timeline – The admin database which contains all information about users, their activity, and their projects.
    • timeline-log – The log database which contains detailed records of ABBYY Timeline events such as security, errors, and notifications.
    • timeline-000 – The user database which contains information about user repositories.

  7. If you selected Install local database, configure access to the local database as follows:

    1. Enter the PostgreSQL superuser username and password. These will be used by the installation program to create a database user for Process Intelligence.

    2. Specify the TCP/IP port. The default is TCP/IP port 5432.. Make sure that it is not being used by any other application. For more information, see Check TCP/IP port availability.

    3. Specify the server name where PostgreSQL should be installed. By default, localhost is used.

    4. Enter the path where the database needs to be installed. The default path is: C:\Program Files\PostgreSQL\12.

  8. If you selected Connect to existing database, this means PostgreSQL is already installed on the remote or local server.

    If the database already exists on the specified PostgreSQL server and the PostgreSQL version is supported, the Review Database Configuration step will open. Select Connect to the existing Timeline database if you want Process Intelligence to connect to the detected database. Otherwise, select Reinstall Timeline database tables and user. In this case, the installer will delete the detected database and install a new one.

    Configure the database connection settings as follows:

    1. Enter the username and password for the PostgreSQL user who will own the databases.

    2. Specify the server name where PostgreSQL will be installed. The default is localhost.

    3. Specify the TCP/IP port. The default is TCP/IP port 5432.

    4. Enter a name for each database:

      1. timeline is the only valid name for the admin database.

      2. timeline-log or timeline_log are the only valid names for the log database.

      3. timeline-000 or timeline_000 are the only valid names for the user database.

    5. If your PostgreSQL is configured with SSL support and a root CA file is present, select Use CA Root certificate and specify a path to your certificate when configuring the connection settings.

  9. Create a first admin user account for Process Intelligence – Enter a valid email address using an existing domain name that is configured to receive emails, for example, [email protected], and a password. This will be the first user, and the one that will have access to the Process Intelligence website, where other users can be administered.

    The password you specified must contain only English letters and digits from 0 to 9. It must be at least eight characters long, contain at least one uppercase letter, one lowercase letter, and one number.

    This user must be a member of the Admin AD Security group you specified during the Recording Service installation.

  10. Configure the SMTP server access to enable Process Intelligence to send out emails for several features such as alerts, user invitations, and email notifications. For example, during a user registration process, a verification email message is sent to the user. The user won't be able to use Process Intelligence until they complete the instructions contained in the message.

    1. Mail server host – Specify the server name where the SMTP mail server is installed.

    2. Mail server port – Provide the SMTP mail server port number.

    3. Mail server username and password – Provide the SMTP mail server access credentials.

    4. Email sender – Provide the email sender address that is used to fill the 'From' header field of emails.

    5. Mail server security – Specify the mail server security options. To decide which option you need to select, refer to the documentation of your mail server. Mail server basic settings are set during installation. You can change the SMTP mail server configuration after installation. For more information, see Change SMTP mail server configuration.

      1. Select Non secure if the SMTP server does not use TLS. This is a typical use case for local mail services, for example, mailcatcher.

      2. Select Require TLS after connection if the initial connection should happen over an unencrypted connection, and then the STARTTLS command should be used to upgrade to a secure connection, for example, Microsoft Exchange.

      3. Select Secure from the start of the connection if you want the app to use TLS to connect to the SMTP server from the start. This is the most secure option, however not all mail servers support this option.

      4. Select Allow self-signed certificate if your mail server uses an unauthorized, for example, self-signed SSL certificate.

  11. Configure the base URL and ports as follows:

    1. Enter the Base URL that hosts Process Intelligence and through which users will be able to access the Process Intelligence website.

      The base URL must be a fully qualified URL. The lowercase pattern is recommended. It should match the computer name on which you are installing Process Intelligence and must be accessible both from the computer on which the Recording Service component is installed and from the administrator browser. The base URL also is used for links inside email messages sent by Process Intelligence.

      Examples:

      http://myprocessintelligence.com:8080 (Use HTTP if you configured the HTTP port an the Port Configuration step).

      https://myprocessintelligence.com:30443 (Use HTTPS if you configured the HTTPS port an the Port Configuration step).

    2. Specify the TCP/IP port for the Process Intelligence website. By default, TCP/IP port 80 is used for the website. Make sure that it is not being used by any other website. For more information, see Check TCP/IP port availability. You can also set a different port number later.

      Select Use HTTPS if you want to secure the data being transferred. For setting up HTTPS you need to supply the SSL certificate and the private key. Currently, Process Intelligence does not accept .pfx files. If you have a .pfx file, you should convert it to .key and .cert files. The key and certificate files must be named server.key and server.cert.

      If you install the program in a production environment, it is strongly recommended to use HTTPS. For interaction between the Recording Service and Process Intelligence components, it is recommended to use the same protocol, for example, HTTP and HTTP or HTTPS and HTTPS. Make sure that during the Process Intelligence installation you specify the same protocol as specified when installing the Recording Service.

  12. Set up the service – Specify the user credentials under which the Process Intelligence service will run. Provide the login in the format of domain\user. The following options are available:

    • If the computer is an Active Directory domain member, you can specify:
      1. Domain user account. Login example: MYDOMAIN\username
      2. Local machine account. Login example: MYCOMPUTERNAME\username

    • If the computer is part of a workgroup, specify the local machine account. Login example: MYCOMPUTERNAME\username

  13. Create firewall exceptions – The installer does not create any software or hardware firewall exceptions. You must set up exception settings to allow interactions between components to take place inside a network, for example, inbound and outbound rules in Windows Firewall. For more details, see Network connection settings.

  14. Perform a health check – Check that Process Intelligence is working properly by doing the following:

    1. Open a browser and enter {URL}:{port} in the address bar, where:
      • {Url} is the base URL you specified during the Process Intelligence installation or the public IP address or the full name of the computer on which Process Intelligence is installed.

      • {port} is the port assigned to the Process Intelligence website during the installation process. By default, TCP/IP port 80 is used.

        Example: http://myprocessintelligence:8080 or https://myprocessintelligence:30443

    2. If the installation was carried out correctly, the Process Intelligence website will launch.
    3. Log in using the Process Intelligence first admin account credentials.