Connecting to Kofax Analytics for RPA Dashboards

Kofax Insight gives organizations the ability to rapidly assemble, analyze and visualize immense amounts of complex data to improve decision making, operational effectiveness and profitability. Kofax RPA Kapplets provide means to connect to Kofax Insight Dashboards using single sign-on mechanism. Use the following steps to create a dashboard kapplet.

  1. In Kofax RPA Management Console select Admin > Settings > Kofax Insight Dashboards.
  2. Click Allow Dashboards.
  3. Specify a Server URL of the server hosting an Insight dashboard.
  4. To configure single sign-on parameters, select Admin > Settings > Single Sign-On and specify necessary parameters to connect to the database used by the Kofax Insight.
  5. In Kofax RPA Management Console go to Kapplets and open the KappZone.
    Note If KappZone is already open, restart your KappZone.
  6. On Main menu and click New Dashboard.

    The Add New Dashboard window appears.

  7. Specify parameters to connect to Kofax Insight.
    1. Specify a name in the DASHBOARD NAME. This is a display name for your Kapplet.
    2. Leave other fields empty.
    Note If nothing is specified, the Kofax Insight uses its default parameters, or the default parameters for the user if single sign-on is enabled.
  8. Click Create Dashboard.