Welcome to Kofax RPA > Process Discovery > Process Discovery Agents

Process Discovery Agents

Process Discovery Agents are installed on computers to gather user activity information in specified applications and store the data in a database.

Note Include the Agent program into your antivirus software exception list for the uninterrupted data gathering.

In Management Console create at least one group to logically combine computers and assign Agents to, such as financial_dept, hr_dept, sales_dept, or others. When you deploy Process Discovery Agents, specify a name of the group created in the Management Console.

To create a group before installing an Agent, perform the following steps.

  1. In the Management Console, expand Settings in the left pane and click Process Discovery Groups.
  2. On the Create a new group tab type a group name, specify other settings, and click Save. For details, see Process Discovery Groups.

    This action creates a new group and opens a tab with a newly created group settings.

  3. Perform database provisioning by clicking Create schema and Grant user access in the Agent database provisioning section.

To manually install an Agent, run Kofax_RPA_ProcessDiscoveryAgent_11.1.0.0_<buildnumber>_x32.msi and follow the wizard steps.

Note Any previous version of the Process Discovery Agent is removed when you install a new version of the Agent.

The first time you run the Agent after installation, the Process Discovery Agent configuration window is opened. Fill in parameters, such as Management Console URL, Process Discovery group name, and credentials to log in to the Management Console if necessary. Click Start recording.

You can also perform a silent installation of Agents for automating the installation process using a script file.

Configure Process Discovery Agents

To edit the Agent settings, right-click the Process Discovery Agent icon Process Discovery Agent icon in the notification area in the notification area and select Configure. To open the help topic, right-click the Process Discovery Agent icon Process Discovery Agent icon in the notification area in the notification area and click Help.

Troubleshooting

The following procedures help you resolve some common problems when Agents run.

If computers in general or several programs on the user computers become slow in response when the Agents are running, perform the following.

  1. Open the Management Console and click Process Discovery Groups under Settings in the left pane.
  2. Open the tab with the group the computers belong to.
  3. Locate the Advanced recording settings and increase the timeout in the Min UIA tree immutability duration (ms). Use 50 ms increments until the computers become responsive.
If a certain program on a user computer becomes slow in response when the Agent is running, you can do one of the following.

  • If the program is not a part of your business processes and the Agent can ignore it, in Management Console open the Process Discovery group the computers belong to and type the program executable name in the Application ignore list under Recording settings.

  • If the program is a part of your business processes and the Agent must record it, either include the program name to the Non-UIA applications list under Advanced recording settings on the respective group tab, or perform the same steps as for computers that are slow in response in general as described above until the program becomes responsive. Note that these changes can change the process analysis results.

If your business process involves using Microsoft Excel, use the latest available version to get better results in discovering processes.