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.