Installation on Windows

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This installation guide is intended for system administrators and engineers and includes instructions for installation and configuration of Blue Prism Process Intelligence on Windows.

Please make yourself familiar with the system prerequisites before starting the installation.

Installation overview

It is recommended to complete your process mining investigation in the Process Intelligence component first, and use the results of this analysis to assess where to strategically deploy task mining. You should only install the Recording Service and Recorder components required for the task mining infrastructure after completing this step.

Step 1. Make sure your computers are all set up and ready

Before you begin installing the Process Intelligence system:

  1. Check the system requirements to understand whether your computer supports the Process Intelligence components.
  2. Apply the latest Windows and other programs updates to ensure your computers have the latest security updates.
  3. Reboot to ensure that any pending installs or updates do not hinder the Process Intelligence components installation.
  4. Free up space. Remove unnecessary files and applications from your %SystemDrive%, as well as discs that you intend to use, for example, to store the Process Intelligence databases.
  5. If you intend to configure HTTPS, see Using HTTPS.

Step 2. Install the Process Intelligence component

If you intend to use Process Intelligence in the Cloud, you can skip this step.

The Process Intelligence and Recording Service components must be installed on separate computers.

  1. Run the installer and follow the on-screen instructions in the installation wizard. If you receive a User Account Control notification, select Yes.
  2. Specify the necessary network settings.
  3. Make sure the Process Intelligence component has been installed correctly by performing a health check on Process Intelligence.

See Install Process Intelligence for step-by-step guidance.

Step 3. Install the Recording Service component

If you are not planning to use the Task Mining feature, you can skip this step.

The Process Intelligence and Recording Service components must be installed on separate computers.

  1. Run the Recording Service installer and follow the on-screen instructions in the installation wizard. If you receive a User Account Control notification, select Yes.
  2. Specify the necessary network settings.
  3. Make sure the Recording Service component has been installed correctly by performing a health check on the Recording Service.

See Install Recording Service for step-by-step guidance.

Step 4. Establish the trust relationship between Recording Service and Process Intelligence

If you are not planning to use the Task Mining feature, you can skip this step.

OAuth must be configured so the Recording Service and Process Intelligence components can interact with each other.

  1. Register the Recording Service as a client on the Process Intelligence website and obtain the required credentials (Client ID and Client Secret).

    See Register a new client on the Process Intelligence website for guidance.

  2. On the Recording Service website specify the connection details to Process Intelligence using the credentials you obtained at step 1.

    See Configure connection settings in Recording Service for guidance.

Step 5. Install the Recorder component on users' computers

If you are not planning to use the Task Mining feature, you can skip this step.

The user workstations installing the Recorder component and the server hosting the Recording Service component must all be members of the same Active Directory domain.

If you plan to record user activities which are using Windows RemoteApp and Citrix Workspace App, install the Recorder on a terminal server.

  1. Install the Recorder on the users' workstations using the method of your choice.

    See Install Recorder for guidance.

  2. Enable the Recorder browser extensions on the workstations.

    See Enable Recorder Chrome browser extension for guidance.

Now you have all the Blue Prism Process Intelligence components installed, and you can start working with them.

Step 6. Start working

After the installation of Process Intelligence system has completed, it must be configured as follows:

  1. Launch the Recording Service website and configure the settings:

    1. Navigate to Settings> Timeline authentication and make sure the connection to Process Intelligence is established.

      See Configure connection settings in Recording Service for guidance.

    2. Navigate to Templates and click Default in the Template name column. Review and modify the options if needed.
      In the template, you can specify what data to register and how to process it. See Configure template for guidance.

    3. Navigate to Recorders. You will see the list of connected recorders that were installed in Server managed mode. Installed in this mode, recorders are automatically added to the Recorders list.

    4. Select a recorder and click Start. This starts recording all users' desktop events for logging.

    5. Navigate to Logs. All recorded events are collected into logs and available in the Logs tab.

      The logs may take some time to process. We recommend you wait a while before starting to work with the logs.

  2. Launch the Process Intelligence website to create a new project or open an existing one with Task Mining - Recording Service 1.1 and later selected as data source. (Click Project > Details > Data sources and select Task Mining - Recording Service 1.1 and later.)

  3. Submit logs to Process Intelligence from the Recording Service as follows:

    1. Open the Recording Service website.

    2. Navigate to the Logs tab.

    3. Select the required logs and click Load to project.

      The Process Intelligence login form displays.

    4. Enter your credentials.

      Once you provide credentials for the first time, the application will no longer ask for them when uploading logs.

    5. Click Allow in the access permission window to allow the Recording Service to upload logs into your projects.

    6. When you see the project list available for upload, click the project ID, then click Select.

      All selected logs will be queued for upload. Information about the upload process displays in the message box. You can abort the upload by clicking Cancel.

      You cannot cancel the upload of logs that have already been submitted to Process Intelligence. Such logs will be available for processing on the Process Intelligence website.

Uploaded logs are available for cutting and transforming in the Process Intelligence project created or opened at step 2.