Projects

Use the Projects section of the Admin tab to configure which projects are available in the Management Console.

Projects are a way to segment robots, types, snippets, resources and schedules. Robots only have access to the type, snippets and resources contained in the project they belong to. Names of robots, types, etc. also need only be distinct within a project.

Note that if you delete a project, all of the robots, types, snippets, resources, and schedules associated with it are deleted as well.

By default, the Management Console contains a single project.

To edit the project, either click Details () or double-click the project. The Edit project dialog box with the following tabs appears.

  • Basic: Specify a name of the project and its description.

  • Permissions: Set project permissions if user management is enabled in the Management Console.

    When deploying the Management Console on a standalone web container, you can also configure project permissions for users based on their group membership (for instance LDAP groups). For details, see the "Tomcat Management Console" section of "Project Permissions" in the Kofax RPA Administrator's Guide.

    Notice that option of configuring Device Mappings and Databases is provided by default for all groups of users.

  • Services: Select the cluster to execute robots for this project when robots are invoked as RESTful services. See Rest and SOAP Services for details.

  • Repository: Enable the use of and specify the repository to use in a Git version control system for the project. For details, see "Configure Robot Lifecycle Management" in the Kofax RPA Administrator's Guide.

The project name is used as a foreign key in the log tables to determine who has permission to view the log files. This means that when you rename a project, all existing Robot Runs and Robot Messages belonging to this project must be updated to reflect the new name. Otherwise they will not show up when the logs are filtered by project. If the Management Console is connected to the logging database when you rename a project, the Management Console will automatically rename the Robot Run/Message entries in the log database. However if it is not connected, or the connection is lost during the update, the administrator must manually run the following SQL to update the log tables.

UPDATE ROBOT_RUN SET projectName = '<newName>' where projectName = '<oldName>';
UPDATE ROBOT_MESSAGE SET projectName = '<newName>' where projectName = '<oldName>';

Where <oldName> is the old project name, and <newName> is the new project name.