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This guide provides guidance on the Service Assist installation and configuration for Blue Prism 6.7.3/6.8.1 and TrustPortal 1.6.18 with a basic single-node architecture where all TrustPortal components reside on one physical or virtual server.

Intended audience

This guide is aimed at IT professionals with experience in configuring and managing networks, servers, and databases. The installation process requires familiarity with installing and configuring web servers and databases on Windows and Linux. It also requires a mature understanding of IT policies around Docker Container infrastructure.

Installation overview

  1. Configure the prerequisites – Service Assist requires some DNS and SSL configuration and the use of a Docker host, as well as the installation of a commercial MySQL instance.
  2. Install the TrustPortal servicesTrustPortal services are installed by running the GenerateDeployFiles program on the Linux machine, which will create a series of scripts to install TrustPortal and deploy reverse proxy with self-signed certificates.
  3. Set up the administrator account – An administrator account is created for the Service Assist web administrator interface from which all the configuration is performed.
  4. Install the Blue Prism components – Blue Prism components are installed, including an application server and SQL server, as well as two or more digital workers.
  5. Register and configure the TrustPortal Agent – The TrustPortal Agent is registered and configured in the TrustPortal web administrator user interface and subsequently installed on each digital worker.

Typical Service Assist deployment

A typical Service Assist deployment comprises the following components:

  • A browser-based user interface for contact center users.
  • The TrustPortal services running on a Linux server or virtual machine and containing the following components that reside in Linux-based docker containers, either on-premises or cloud-hosted:

    • An API server enabling the connection between the web browser and the digital workers that carry out the automations.
    • A Redis server (in-memory cache) storing the user session information.
    • A reverse proxy/load balancing component for scalability and resilience.
    • A MySQL database storing the human-to-digital workers interactions.

      A pre-paid instance of MySQL must be installed and configured prior to installing Service Assist.

  • A TrustPortal Agent acting as a gateway between Blue Prism digital workers and TrustPortal services.

  • A Blue Prism application server scheduling digital workers' work and managing queues.
  • A Microsoft SQL Server hosting the Blue Prism database, storing the digital worker and process information, and at a minimum running on one Windows server/PC with the application server.
  • One or more Blue Prism digital workers used to carry out the automations, running on virtual PCs or VDIs.
  • A Blue Prism interactive client to control, monitor and develop the automations, running on a VDI.