Kofax RPA 11.5.0 Installation guide

Category
Database software
Type
Installation guide
Kofax RPA
Installation Guide
Version: 11.5.0
Date: 2023-10-02
© 2015–2023 Kofax. All rights reserved.
Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other
trademarks are the property of their respective owners. No part of this publication may be
reproduced, stored, or transmitted in any form without the prior written permission of Kofax.
Table of Contents
Preface..................................................................................................................................................... 5
Related Documentation........................................................................................................................5
Offline Documentation..............................................................................................................7
Training................................................................................................................................................. 10
Getting help with Kofax products.................................................................................................... 10
Chapter1:Dependencies and Prerequisites.................................................................................... 12
Chapter2:Install Kofax RPA.............................................................................................................. 18
Install on Windows............................................................................................................................. 19
Install Desktop Automation Service......................................................................................20
Install Document Transformation Components.................................................................. 22
Install Kapplets.........................................................................................................................34
Install on Linux....................................................................................................................................43
Silent Installation on Windows......................................................................................................... 44
Install and Configure CyberArk.........................................................................................................45
Important Folders in Kofax RPA....................................................................................................... 48
White-label Kofax RPA........................................................................................................................ 50
Chapter3:Provide License Information...........................................................................................52
License keys......................................................................................................................................... 52
Kofax TotalAgility license servers..................................................................................................... 52
Configuration inputs................................................................................................................53
High availability considerations.............................................................................................54
Configuring via properties file............................................................................................... 54
Configuring via a Docker file................................................................................................. 55
Management Console server functionality..................................................................................... 56
Concurrent Robot Execution (CRE) licensing...................................................................................56
Kofax RPA Compute Units (KCU) licensing...................................................................................... 57
Design Studio licensing......................................................................................................................58
Chapter4:Switch Display Language for Management Console and Design Studio....................60
Chapter5:Kofax RPA Initial Configuration......................................................................................62
Chapter6:Quick Start Guide............................................................................................................. 63
Install the software.............................................................................................................................63
Start Management Console and RoboServer................................................................................. 63
Access Management Console and enter license key..................................................................... 64
Configure Management Console settings.......................................................................................64
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Management Console authentication..............................................................................................65
Configure Management Console before running robots..............................................................66
Build Robots.........................................................................................................................................69
Upload Robots..................................................................................................................................... 69
Run robots............................................................................................................................................69
4
Preface
This guide, which explains how to install Kofax RPA in a development environment, covers both
interactive and "silent" installation procedures for Windows, as well as standard and "headless"
procedures for Linux.
If you plan to install Kofax RPA in a production environment, see the Administrator's Guide.
In a production environment, we strongly recommend deployment of the Management Console on
a stand-alone Tomcat server. This recommendation is based on, but not limited to the following.
Derby is used as a system database in embedded mode, which is not recommended for
production environment.
Management Console on Tomcat:
Can use an enterprise class database for improved performance and data security.
Can integrate with LDAP and SAML.
Tomcat can be configured to customer requirements.
This guide describes:
How to install Kofax RPA, either interactively or "silently" (without user interaction).
How to enter license information so that you can start Kofax RPA.
How to configure Kofax RPA.
How to set up Kofax RPA server applications to start automatically when the computer restarts.
Related Documentation
The documentation set for Kofax RPA is available here:1
https://docshield.kofax.com/Portal/Products/RPA/11.5.0-nlfihq5gwr/RPA.htm
You can also access individual guides and online help directly from Kofax RPA. When you click the
help button in Design Studio, Management Console, Desktop Automation Service and Process
Discovery, online documentation appears in a new browser window.
If the security policy for your organization restricts Internet access or the Internet connection
is not stable, you can access the documentation in offline mode while using the product.
In addition to this guide, the documentation set includes the following items:
1You must be connected to the Internet to access the full documentation set online.
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Kofax RPA Installation Guide
Kofax RPA Release Notes
Contains late-breaking details and other information that is not available in your other Kofax RPA
documentation.
Kofax RPA Technical Specifications
Contains information on supported operating systems and other system requirements.
Kofax RPA Upgrade Guide
Contains instructions on upgrading Kofax RPA and its components to a newer version.
Kofax RPA Administrator's Guide
Describes administrative and management tasks in Kofax RPA.
Kofax RPA Help
Describes how to use Kofax RPA. The Help is also available in PDF format under the title of Kofax RPA
User's Guide.
Kofax RPA Best Practices Guide
Offers recommended methods and techniques to help you optimize performance and ensure
success while using Robot Lifecycle Management in your Kofax RPA environment.
Kofax RPA Getting Started with Robot Building Guide
Provides a tutorial that walks you through the process of using Kofax RPA to build a robot.
Kofax RPA Getting Started with Document Transformation Guide
Provides a tutorial that explains how to use Document Transformation functionality in a Kofax RPA
environment, including OCR, classification, extraction, field formatting, and validation.
Kofax RPA Desktop Automation Service Guide
Describes how to configure the Desktop Automation Service required to use Desktop Automation
on a remote computer.
Kofax RPA Developer's Guide
Contains information on the API that is used to execute robots on the RoboServer.
Kofax RPA Integration API documentation
Contains information about the Kofax RPA Java API and the Kofax RPA .NET API, which provide
programmatic access to the Kofax RPA product. The Java API documentation is available from both
the online and offline Kofax RPA documentation, while the .NET API documentation is available only
offline.
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Kofax RPA Installation Guide
The Kofax RPA APIs include extensive references to RoboSuite, the original product name. The
RoboSuite name is preserved in the APIs to ensure backward compatibility. In the context of the
API documentation, the term RoboSuite has the same meaning as Kofax RPA.
Offline Documentation
To make the documentation available for use in offline mode, obtain the documentation files from
the Kofax RPA product package that you downloaded from the Kofax Fulfillment Site. The product
package includes the following documentation files for offline use:
• KofaxRPADocumentation_11.5.0_EN.zip
Contains the entire Kofax RPA documentation set in English.
• KofaxRPADocumentation_11.5.0_JA.zip
Contains the entire Kofax RPA documentation set in Japanese.
• KofaxRPADocumentation_11.5.0_FR.zip
Contains the entire Kofax RPA documentation set in French.
• KofaxRPAManagementConsoleDocumentation-11.5.0.zip
Contains the documentation for Management Console and Kapplets in English, Japanese, and
French.
After you install the Kofax RPA product, follow these steps:
1. Extract the contents of the KofaxRPADocumentation ZIP file for the language you require to a
location on your computer.
Then, rename the extracted folder to either EN, JA, or FR, depending on the language code
specified in the .zip file name. For example, KofaxRPADocumentation_11.5.0_EN must be
renamed to EN.
The extracted folder for each language contains the following folders:
• api
• help
• print
• Resources
2. Extract the contents of the KofaxRPAManagementConsoleDocumentation ZIP file to a location
on your computer.
You do not need to rename the extracted folder.
The extracted folder contains the KofaxRPAManagementConsoleDocumentation.war file that
includes the documentation in all of the three languages.
When the offline documentation is installed for an RPA component according to the instructions
below, the component will use the offline version of the documentation by default, even if an active
Internet connection exists.
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Offline API documentation
The api folder that you extracted from either of the KofaxRPADocumentation ZIP files contains the
API references in English. You can access the RoboSuite Java and RoboSuite .NET API documentation
from this folder.
Offline documentation for Design Studio
1. Navigate to the location where you renamed the extracted documentation folder.
2. Copy the EN, JA, or FR folder to the documentation folder inside the product files:
Example: C:\Program Files\Kofax RPA 11.5.0.0\documentation
3. Start Design Studio and navigate to Settings> Design Studio Settings.
4. On the General tab, in Documentation location, select Offline on the list.
5. Save the changes.
To switch to online mode, select Online in Design Studio Settings and save the changes.
If you try to access the online documentation from Kofax RPA without Internet access, the
Retrieving help and documentation warning is displayed. If you select Do not show this
notification again and later you want to reset this option, select Show documentation retrieval
notifications on the General tab in Design Studio Settings.
Offline documentation for Management Console
1. Navigate to the location that contains the extracted
KofaxRPAManagementConsoleDocumentation.war file.
The .war file includes the documentation in all of the three languages, and the documentation
to use will depend on the language that the Management Console is set to.
2. Copy the file to:
C:\<Tomcat installation folder>\Tomcat <version>\webapps
3. Start the Management Console.
4. Open Settings> General> Base URL.
5. Select Use local documentation. In Local documentation base URL, specify the URL to the
Tomcat website containing the documentation.
Example: http://localhost:8080/KofaxRPAManagementConsoleDocumentation
6. Save the changes.
You may need to refresh the Management Console for the changes to take effect.
To switch to online mode, clear Use local documentation in the Base URL settings and save the
changes.
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Offline documentation for Desktop Automation Service
1. Navigate to the location where you renamed the extracted documentation folder.
2. Copy the EN, JA, or FR folder to the documentation folder inside the product files:
Example: C:\Program Files\RPA DesktopAutomation 11.5.0.0\documentation
To switch to online mode, delete or move the documentation folder from the RPA
DesktopAutomation 11.5.0.0 folder.
Offline documentation for Process Discovery
1. In each of the installation folders, create a new folder called documentation. The actual path
to the folders may be different.
Example: C:\Program Files (x86)\Kofax RPA Process Discovery Agent
11.5.0.0
Example: C:\Program Files (x86)\Kofax RPA Process Discovery Analyzer
11.5.0.0
2. Navigate to the location where you renamed the extracted documentation folder.
Copy the EN, JA, or FR folder to the newly created documentation folders.
To switch to online mode, rename, delete or move the documentation folder from the Kofax
RPA Process Discovery Agent 11.5.0.0 and Kofax RPA Process Discovery Analyzer
11.5.0.0 folders.
Offline documentation for Kapplets
The offline documentation for Kofax RPA Kapplets is contained in the
KofaxRPAManagementConsoleDocumentation.war file that you have already copied to the Tomcat
installation folder. To use the Kapplets documentation in offline mode, follow these steps.
1. Depending on whether Kapplets are installed in embedded mode, on Tomcat, or on Docker,
configure the required properties in the respective configuration file. For information on each
installation scenario, see "Install Kapplets" in the Kofax RPA Installation Guide.
Embedded mode. Create an application-help.properties file using the following
template and place it next to the application.properties file in the folder where
Kapplets are run.
kapplets.services.mc.connection.url=http:// <host-url>:<port>/ManagementConsole
kapplets.services.mc.connection.username=<username>
kapplets.services.mc.connection.password=<password>
kapplets.services.help.languages-map[en]=EN
kapplets.services.help.languages-map[ja]=JA
kapplets.services.help.languages-map[fr]=FR
kapplets.services.help.base-url=http://:/KofaxRPAManagementConsoleDocumentation/
@@language@@/help/rpa_help/help_main/kapplets
kapplets.services.help.landing-url=http://:/
KofaxRPAManagementConsoleDocumentation/@@language@@/help/rpa_help/help_main/
kapplets/c_rpakappletsmain.html
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In this scenario, the offline documentation can be used only if the Management Console
is deployed on Tomcat.
On Tomcat. To the kapplets.xml file, add the following properties at the end of the file.
<Environment name="kapplets.services.help.languages-map[en]" value="EN"
type="java.lang.String" override="false"/>
<Environment name="kapplets.services.help.languages-map[ja]" value="JA"
type="java.lang.String" override="false"/>
<Environment name="kapplets.services.help.languages-map[fr]" value="FR"
type="java.lang.String" override="false"/>
<Environment name="kapplets.services.help.base-url" value="http://
<hosturl>:<port>/KofaxRPAManagementConsoleDocumentation/@@language@@/help/
rpa_help/help_main/kapplets" type="java.lang.String" override="false"/>
<Environment name="kapplets.services.help.landing-url" value="http://
<hosturl>:<port>/KofaxRPAManagementConsoleDocumentation/@@language@@/help/
rpa_help/help_main/kapplets/c_rpakappletsmain.html" type="java.lang.String"
override="false"/>
On Docker. In the docker-compose.yml file, add the following properties at the end of the
file.
- KAPPLETS_SERVICES_HELP_LANGUAGES-MAP[en]=EN
- KAPPLETS_SERVICES_HELP_LANGUAGES-MAP[ja]=JA
- KAPPLETS_SERVICES_HELP_LANGUAGES-MAP[fr]=FR
- KAPPLETS_SERVICES_HELP_BASE-URL=http://<host-url>:<port>/
KofaxRPAManagementConsoleDocumentation/@@language@@/help/kap_help/kapplets
- KAPPLETS_SERVICES_HELP_LANDING-URL=http://<host-url>:<port>/
KofaxRPAManagementConsoleDocumentation/@@language@@/help/kap_help/kapplets/
c_rpakappletsmain.html
2. Save the file. If Kapplets are installed on Tomcat and you adjusted the kapplets.xml file, you
may need to restart the Tomcat server for the changes to take effect.
To switch to online mode, delete the added properties from the configuration file, save the changes,
and restart the server.
Training
Kofax offers both classroom and computer-based training to help you make the most of your Kofax
RPA solution. Visit the Kofax Education Portal at https://learn.kofax.com/ for details about the
available training options and schedules.
Also, you can visit the Kofax Intelligent Automation SmartHub at https://smarthub.kofax.com/ to
explore additional solutions, robots, connectors, and more.
Getting help with Kofax products
The Kofax Knowledge Portal repository contains articles that are updated on a regular basis to
keep you informed about Kofax products. We encourage you to use the Knowledge Portal to obtain
answers to your product questions.
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Kofax RPA Installation Guide
To access the Kofax Knowledge Portal, go to https://knowledge.kofax.com.
The Kofax Knowledge Portal is optimized for use with Google Chrome, Mozilla Firefox, or
Microsoft Edge.
The Kofax Knowledge Portal provides:
Powerful search capabilities to help you quickly locate the information you need.
Type your search terms or phrase into the Search box, and then click the search icon.
Product information, configuration details and documentation, including release news.
To locate articles, go to the Knowledge Portal home page and select the applicable Solution
Family for your product, or click the View All Products button.
From the Knowledge Portal home page, you can:
Access the Kofax Community (for all customers).
On the Resources menu, click the Community link.
Access the Kofax Customer Portal (for eligible customers).
Go to the Support Portal Information page and click Log in to the Customer Portal.
Access the Kofax Partner Portal (for eligible partners).
Go to the Support Portal Information page and click Log in to the Partner Portal.
Access Kofax support commitments, lifecycle policies, electronic fulfillment details, and self-
service tools.
Go to the Support Details page and select the appropriate article.
11
Chapter 1
Dependencies and Prerequisites
This chapter lists components and required configuration settings to use different Kofax RPA
features. For information on supported platforms and versions, see the Kofax RPA Technical
Specifications document on the Kofax RPA Product Documentation site: https://docshield.kofax.com/
Portal/Products/RPA/11.5.0-nlfihq5gwr/RPA.htm.
Real-time data: If you have a solution where users are waiting for results in real-time, CPU speed is
normally the bottleneck, and you should buy the fastest CPU available for your hardware platform.
Dedicated hardware: For best performance, we recommend that you always run RoboServer,
Management Console, or Document Transformation Service each on dedicated hardware. That
means that you should not run database servers and other services on the same hardware with
your RoboServer, Management Console, or Document Transformation Service.
Any email field in Kofax RPA can contain up to 255 characters. Do not exceed the number of
characters in the email field.
Windows installation prerequisites
If you get the error: "Module <modulename> not found," install the following update.
https://support.microsoft.com/en-us/kb/2999226
Note that <modulename> can be "automationnative", "cef" or any other Kofax RPA module
name.
If the Windows update is not available on your system, use the following workaround.
1. Create a c:\temp\976571 folder.
2. Use the following command to extract the contents of the MSU file:
Expand -F:* c:\kb976571\Windows6.1-KB976571-v2-x64.msu c:\temp\976571
This command extracts multiple files, from Windows6.1-KB976571-v2-x64.cab.
3. Run the following command:
DISM.exe /Online /Add-Package /PackagePath:c:\temp\976571\Windows6.1-
KB976571-v2-x64.cab
For more information, see How to use DISM to install a hotfix from within Windows on the Microsoft
Technet website https://blogs.technet.microsoft.com.
If text shows as boxes in Kofax RPA applications, you are missing the fonts required to render this
text. Windows installs only a limited set of fonts based on the language of the installation media.
Additional fonts must be enabled as Supplemental Font features through the Manage Optional
Features tool.
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Kofax RPA Installation Guide
To display Thai script correctly, enable both the Thai Supplemental Font feature and the Lao
Supplemental Font feature.
Linux installation dependencies
Currently, Ubuntu version 20.04 LTS is supported.
Design Studio and RoboServer require the following packages to be installed:
• libc6
• libglib2.0-0
• libnss3
• libnspr4
• libatk1.0-0
• libatk-bridge2.0-0
• libcups2
• libdrm2
• libx11-6
• libxcomposite1
• libxdamage1
• libxext6
• libxfixes3
• libxrandr2
• libgbm1
• libexpat1
• libxcb1
• libxkbcommon0
• libdbus-1-3
• libpango-1.0-0
• libcairo2
• libasound2
• libatspi2.0-0
• libgcc-s1
• libffi7
• libpcre3
• zlib1g
• libmount1
• libselinux1
• libxrender1
• libxau6
• libxdmcp6
• libsystemd0
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Kofax RPA Installation Guide
• libblkid1
• libpcre2-8-0
• libbsd0
• liblzma5
• liblz4-1
• libgcrypt20
• libgpg-error0
• xvfb
• libsqlite3-0
• libglx0
• libglvnd0
• libgl1
• libgssapi-krb5-2
Also, make sure that you install all the necessary fonts on a headless Linux server for the WebKit-
based browser robots to work.
Databases
Create and maintain the Kofax RPA product databases according to the recommendations in
the product documentation. If you are considering database modifications or customizations, do
not proceed without consulting Kofax; otherwise, the results are unpredictable and the software
may become inoperable.
You can use Microsoft SQL Server with integrated Windows Authentication as a logging (logdb)
database only in the following cases:
Microsoft SQL Server with integrated Windows Authentication cannot be used as a logging
(logdb) database when you run Management Console and RoboServer in embedded mode.
Also, make sure that SQL Server Authentication of the Microsoft SQL Server is disabled.
Both Management Console and RoboServer must run only on a Windows platform.
Management Console must be installed on a Tomcat server.
The JDBC driver, including DLLs, must be manually installed into both Management Console and
all RoboServer installations without using the JDBC distribution mechanism in the Management
Console.
Oracle Connection URL must use ${ServerName}:${Schema}. Using ${ServerName}:
${ServiceName} is not supported.
Be aware that loss of data may occur when storing data in Oracle, Sybase or MySQL. On Oracle, an
empty string is converted to null. On Sybase, an empty string is converted to " " (a single space).
On MySQL, millisecond precision is lost when storing dates. For details, see the ObjectKey Caveats
section in the Storing Data in Databases topic in the Kofax RPA Help.
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Kofax RPA Installation Guide
While MySQL provides two types of SHA-256 hashing for user account passwords,
sha256_password and caching_sha2_password, caching_sha2_password is not supported with
Kofax RPA.
For correct display of data in the Kofax Insight Dashboard, make sure Java correctly sets the
time according to your time zone on RoboServers and computers running Management Consoles.
See the Timezone Data Versions in the JRE Software on the Oracle web site for the latest updates in
time zones. If necessary, use the Timezone Updater Tool to update the time zone information.
Document Transformation prerequisites and limitations
Install all the latest Windows updates before installing and using Kofax RPA Document
Transformation.
Prerequisites
The maximum document size for transformation is 100 MB. Kofax RPA imposes a file size limit
for a transformed document to enable protection against the denial-of-service attacks. You
can lower the file size value to protect against such an attack. To change the document size
limit, edit the following parameter in the Web.config file in the Kofax DTS\Transformation
Services directory in the Kofax RPA installation folder.
<httpRuntime targetFramework="4.5.1" maxRequestLength="104857600"/>
The following are other requirements you need to observe.
Do not install Kofax RPA Document Transformation on the computer running Kofax
Transformation or Kofax TotalAgility.
You can re-use existing KTM, KTT, and RTTI projects version 6.2 or earlier.
You cannot re-use KTA projects, because KTA does not provide a way to export a KTA
Extraction/Classification group to a complete .fpr file.
Limitations
The following features are not supported.
Rich client user modules (Doc Review, Validation, Verification, Correction)
ThinClient user modules other than validation (Verification and Correction)
Multiple steps of Validation
Configuration Sets for migration between systems
A2iA engines
Reporting settings
Desktop Automation requirements and prerequisites
The following sections list components that must be installed and configured on the automation
devices (remote computers you want to automate) before you can use the Desktop Automation
feature in Kofax RPA.
Remote computer requirement
The Desktop Automation Service must be installed on a different computer than the RoboServer
that it connects to. If the RoboServer and Desktop Automation Service are installed on the same
computer, only one robot can run at a time.
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Java Access Bridge
To automate Java programs or Java applets on remote devices with Kofax RPA, install Java
version required by the application being automated on your device and enable the Java Access
Bridge in the Java Runtime Environment used by the application. We recommend using the
latest available Java version.
For JRE 7 or newer
To enable Java Access Bridge for Java version 7 or newer, navigate to the bin directory in the
Java installation directory and run the following command.
jabswitch -enable
For JRE6
Follow this procedure to install Java Access Bridge 2.0.2. For older applications that require
Java version 1.6, copy the following files to the specified destination directories, where
%WINDOWSHOME% is the directory where Microsoft Windows is installed (for example,
C:\WINDOWS), and %JAVAHOME% is the directory where your JDK or JRE is installed. The
following are examples of directory names for Java SE 6 Update 24.
JDK: C:\Program Files\Java\jdk1.6.0_24\jre
JRE: C:\Program Files\Java\jre6
The following table lists Java Access Bridge Windows libraries and related files.
Java Access Bridge File Destination Directory
WindowsAccessBridge-32.dll %WINDOWSHOME%\SysWOW64
WindowsAccessBridge-64.dll %WINDOWSHOME%\SYSTEM32
JavaAccessBridge.dll %JAVAHOME%\bin
JAWTAccessBridge.dll %JAVAHOME%\bin
accessibility.properties %JAVAHOME%\lib
access-bridge.jar %JAVAHOME%\lib\ext
jaccess.jar %JAVAHOME%\lib\ext
For more information, search the Downloads page on the Oracle website ( http://
www.oracle.com/technetwork/java/javase/downloads/) to locate and download jab-2-0-2.
Perform the following to test that you have installed Java Access Bridge properly.
1. Run the SwingSet2 application and then run the JavaMonkey.exe application.
2. Select File> Refresh Tree in the Java Monkey application and the SwingSet2 application
should appear.
Alternatively, you can use the JavaFerret.exe application.
WebDAV Redirector
When using the Robot File System on a computer where the Desktop Automation Service
is installed, to be able to connect to the service, you require the WebDAV Redirector. Some
operating systems do not include WebDAV by default, so you need to manually install it.
For a Windows Server 2022, check the WebDAV Redirector option.
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Requirements for Linux-based platforms
Make sure your computer has all the necessary packages and libraries installed. To do so, see
"Kofax RPA Design Studio and RoboServer for Linux" in the Kofax RPA Technical Specifications.
Prerequisites for Microsoft Edge in Internet Explorer mode
If you use Microsoft Edge in Internet Explorer mode, check the following requirements to
automate Internet Explorer 11.
Check that a FEATURE_BFCACHE subkey with a DWORD value named iexplore.exe is
present in the registry on the target computer. This subkey enables the driver to maintain a
connection to the instance of Internet Explorer it creates. For 64-bit Windows, examine the
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Internet Explorer\Main
\FeatureControl\FEATURE_BFCACHE key. If the FEATURE_BFCACHE subkey is not present,
create it and create a DWORD value named iexplore.exe with the value "0" in the key.
Set the browser zoom level to 100% to align the native mouse events with the correct
coordinates.
SAP prerequisites
To automate an SAP application, enable scripting on both the server and the client sides.
On the client, go to SAP GUI Options and enable scripting. Also, turn off notifications,
because they interrupt the automation process.
To enable scripting on the SAP server, perform the following steps. Note that you must have
administrative privileges to change the sapgui/user_scripting parameter.
1. Log in to your SAP server.
2. Run transaction RZ11. Specify the parameter name sapgui/user_scripting and click
Display. If Parameter name is unknown appears in the status bar, it indicates that
you are missing the current support package. Check your installed packages.
3. Change the value to TRUE.
4. Click Save.
Note that some elements, such as scroll bars, are only available if you run the SAP client on a
machine with a Windows Classic desktop theme.
Enable integration with SAP
To work with the SAP application in Robots, from the product installation files, download and
save the RegSAPSurrogate.reg file on the computer running the Desktop Automation Service.
Run it accepting any warnings and then restart the Desktop Automation Service agent. The file
resides in the {path}\DesktopAutomationService\bin folder.
17
Chapter 2
Install Kofax RPA
This chapter describes how to install Kofax RPA on a single computer in a developer environment.
See the Administrators Guide for installation and deployment in a production environment.
The complete installer is delivered as a .zip file. For the Windows platform, Kofax RPA has five
installers that install different components of the software:
Kofax RPA Design Studio installer: Installs Design Studio, but does not install RoboServer,
Management Console or API. Use this installer if you have a central Management Console/
License Server and need a separate copy of Design Studio.
Kofax RPA RoboServer installer: Installs RoboServer only and does not install Management
Console or Design Studio. This installer is useful, if you need to set up dedicated RoboServer
machines.
Configurable full Kofax RPA installer: Installs all of the core components, including Git
Synchronizer, or selected components that you specify.
Kofax RPA Desktop Automation installer: Installs the Desktop Automation Agent to automate
remote devices.
Kofax RPA DTS (Document Transformation Service) installer: Installs the Kofax RPA Document
Transformation components.
This installer contains the following components required to run:
Document Transformation Project Builder
Kofax Licensing Server
Document Transformation Services
Document Transformation Thin Client Server
Document Transformation Standard Projects
Document Transformation Service Scheduler
Prerequisite: Prior to unzipping the software archive file, right-click the .zip file and unblock it to
prevent issues during installation. Disregard this step if the Unblock option is not displayed.
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Kofax RPA Installation Guide
Silent Installation
As another option, you can perform a silent installation. If you run a silent installation of the full
installer, you get the "Typical" install. See Silent Installation on Windows for details.
For Linux, Kofax RPA provides a full installer as well as the DEB package for installing RoboServer as
a service. See Install on Linux for details.
Upgrade from Earlier Versions
In the interest of stability, different versions of Kofax RPA may be installed side by side on the same
computer without interfering with each other (except that they must be configured to use different
port numbers for the Management Console if run simultaneously). This means that you can install a
newer version and get acquainted with it while still doing your daily work with the older version.
You can copy important data such as uploaded robots, execution schedules and so on from
one version of Management Console to another by making a backup of the old installation and
"restoring" it into the new one. Making a backup varies in different versions of Kofax RPA, so check
help or User's Guide to learn how to create a backup.
For more information about upgrade procedures, see the Kofax RPA Upgrade Guide.
Effective since Kofax RPA version 10.3, any admin user can restore a backup created by any
other admin user.
Install on Windows
The complete Kofax RPA installer provides the following installation options. Optional items are
listed with an asterisk.
Design Studio: Installs Design Studio and its required components
RoboServer: Installs RoboServer
Embedded Management Console: Installs components needed to run an embedded
Management Console on the RoboServer
Management Console: Creates the WAR file for manual installation of the Management Console
SQL scripts for database tables
API*: Installs necessary API components
The following files install separate Kofax RPA components.
If you are installing Design Studio only, download and save the
KofaxRPADesignStudio-11.5.0.0.msi file to your hard disk. After the download is completed,
run the file to start the installation and follow the installer prompts.
To install a RoboServer, download and save the KofaxRPARoboServer-11.5.0.0.msi file to
your hard disk. After the download is completed, run the file to start the installation and follow
the installer prompts.
To install the Desktop Automation Service, download and save the
KofaxRPADesktopAutomationService-11.5.0.0.msi file. After the download is completed,
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Kofax RPA Installation Guide
run the file on the computer you want to automate and follow the installer prompts. For more
information, see Install Desktop Automation Service.
As another option, you can use the silent installation to automate the installation process.
You need administrator rights to install Kofax RPA on Windows.
Install Desktop Automation Service
To install the Desktop Automation Service, download and save the
KofaxRPADesktopAutomationService-11.5.0.0.msi file to your hard disk. After the download
is completed, run the file on the computer you want to automate to start the installation. The
Desktop Automation Service is installed in autostart mode. Note that you do not need to install the
Desktop Automation Service to automate terminals.
To avoid a conflict of resources, do not install the Desktop Automation Service on the same
local computer as Design Studio, unless you intend to use the Local Desktop Automation feature,
which is primarily for demonstration purposes. For more information, see "Configure local
Desktop Automation Service" in the Kofax RPA Help.
Do not install the Desktop Automation Service on the same computer as the RoboServer
that it connects to. If the RoboServer and Desktop Automation Service are installed on the same
computer, only one robot can run at a time.
Install the virtual input driver
During the Desktop Automation Service installation, you can install the virtual input driver, which is
a Windows device driver that simulates hardware keyboard and mouse. To install it, select Install
the virtual input driver on the Virtual input driver step of the installer. The driver is supported by
64-bit versions of Windows 8.1 and Server 2012 or later.
The driver is not installed by default. To install the virtual input driver from command-line, such
as during the silent installation, specify the INSTALLINPUTDRIVER=1 parameter. Note that when
the driver is installed for the first time, Windows prompts to confirm a device installation even
when running as Administrator. To avoid this prompt during an unattended installation, add the
certificate to the Windows Trusted Publishers store beforehand. You can install the certificate from
the InputDriver.cat file, located in the DesktopAutomationService\bin\inputdriver
directory under the Kofax RPA Desktop Automation Service installation directory.
To enable the virtual input driver for keyboard and mouse operations on the automated computer,
set the environment variable KOFAX_RPA_VIRTUAL_INPUT to Y. To cancel the virtual input driver
usage, set the environment variable to N.
For compatibility, the variable KAPOW_KEYBOARD_INPUT_METHOD, which was used to enable the
keyboard, is preserved, but KOFAX_RPA_VIRTUAL_INPUT should be used instead.
To uninstall the driver and its devices, uninstall the Desktop Automation Service. Do not modify,
disable or remove the devices through Windows Device Manager, as it may cause issues during
robot runs.
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Kofax RPA 11.5.0 Installation guide

Category
Database software
Type
Installation guide

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