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Kofax RPAInstallation GuideVersion: 11.0.0Date: 2019-12-18

2015–2020 Kofax. All rights reserved.Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarksare the property of their respective owners. No part of this publication may be reproduced, stored, ortransmitted in any form without the prior written permission of Kofax.

Table of ContentsPreface. 4Related Documentation. 4Offline Documentation. 6Training. 10Getting help with Kofax products. 10Chapter 1: Dependencies and Prerequisites. 11Chapter 2: Install Kofax RPA. 19Install on Windows. 20Install the Desktop Automation Service. 20Install Document Transformation Components. 22Install Kapplets.37Install on Linux. 44Silent Installation on Windows. 45Install and Configure CyberArk. 45Important Folders in Kofax RPA. 49Chapter 3: Provide License Information.51License Keys. 51Concurrent Robot Execution License.52Kofax RPA Compute Units. 53Enter License in Design Studio.54Chapter 4: Switch Display Language for Management Console and Design Studio. 57Chapter 5: Kofax RPA Initial Configuration. 59Chapter 6: Quick Start Guide. 60Install the software. 60Start the Management Console and RoboServer.60Access Management Console and enter the license key.61Configure Management Console settings. 61Management Console with authentication. 62Configure Management Console before running robots. 63Build Robots. 65Upload Robots. 66Run robots. 663

PrefaceThis guide, which explains how to install Kofax RPA in a development environment, covers bothinteractive and "silent" installation procedures for Windows, as well as standard and "headless"procedures for Linux.Note 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 astand-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 productionenvironment. A 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.Before installing Kofax RPA, you must decide whether to install the 32-bit or the 64-bit version. The keyissues to consider are: Your operating system may only support one of the versions. 64-bit Windows supports both. On Linux,only the 64-bit version is supported. The 64-bit version is mainly useful on servers where you want to run a RoboServer that uses significantRAM. (You will need to configure the allowed amount of RAM after installation, as described in the"Changing the RAM Allocation" section in the Administrator's Guide).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 Documentation1The documentation set for Kofax RPA is available PA/11.0.0 qrvv5i5e1a/RPA.htm1You must be connected to the Internet to access the full documentation set online.4

Kofax RPA Installation GuideYou can also access individual guides and online help directly from your Kofax RPA installation. When youclick the help button in Design Studio, Management Console, Desktop Automation Service, and ProcessDiscovery, online documentation appears in a new browser window.Note If the security policy for your organization restricts Internet access or the Internet connection is notstable, you can access the documentation in offline mode while using the product.In addition to this guide, the documentation set includes the following items:Kofax RPA Release NotesContains late-breaking details and other information that is not available in your other Kofax RPAdocumentation.Kofax RPA Upgrade GuideContains instructions on upgrading Kofax RPA and its components to a newer version.Kofax RPA Administrator's GuideDescribes administrative and management tasks in Kofax RPA.Help for Kofax RPADescribes how to use Kofax RPA. The Help is also available in PDF format under the title of Kofax RPAUser's Guide.Kofax RPA Best Practices Help for Robot Lifecycle ManagementOffers recommended methods and techniques to help you optimize performance and ensure successwhile using Robot Lifecycle Management in your Kofax RPA environment.Kofax RPA Getting Started with Desktop Automation GuideProvides a tutorial that walks you through the process of using Kofax RPA Desktop Automation to build arobot.Kofax RPA Getting Started with Document Transformation GuideProvides a tutorial that explains how to use Document Transformation functionality in a Kofax RPAenvironment, including OCR, classification, extraction, field formatting, and validation.Kofax RPA Desktop Automation Service Configuration GuideDescribes how to configure the Desktop Automation Service required to use Desktop Automation on aremote computer.Kofax RPA Developer's GuideContains information on the API that is used to execute robots on the RoboServer.5

Kofax RPA Installation GuideKofax RPA Integration API documentationContains information about the Kofax RPA Java API and the Kofax RPA .NET API, which provideprogrammatic access to the Kofax RPA product. The Java API documentation is available from both theonline and offline Kofax RPA documentation, while the .NET API documentation is available only offline.Note The Kofax RPA APIs include extensive references to RoboSuite, the original product name. TheRoboSuite name is preserved in the APIs to ensure backward compatibility. In the context of the APIdocumentation, the term RoboSuite has the same meaning as Kofax RPA.Offline DocumentationTo make the documentation available for use in offline mode, obtain the documentation files from theKofax RPA product package that you downloaded from the Kofax Fulfillment Site. The product packageincludes the following documentation files for offline use: KofaxRPADocumentation 11.0.0 EN.zipContains the entire Kofax RPA documentation set in English. This file is required for all users who workin offline mode. KofaxRPADocumentation 11.0.0 JA.zipContains the Kofax RPA documentation set that is available in Japanese. At this time, the followingdocumentation is translated to Japanese: Help for Kofax RPA (also available in PDF format as KofaxRPA User's Guide), Kofax RPA Desktop Automation Service Guide, and Kofax RPA Getting Startedwith Document Transformation Guide.After you install the Kofax RPA product, extract the contents of the documentation .zip files for thelanguages you require. The .zip file for each language contains the following folders: API Best Practices Design Studio Desktop Automation Service Management Console Process DiscoveryAfter you extract the files, the documentation folder for Design Studio, Desktop Automation Service, andProcess Discovery will have the following structure: EN and/or JA (for English and Japanese, respectively) print and/or help (for PDF documentation and Help for Kofax RPA, respectively)For the Management Console, there are no documentation or language code folders, and only theManagementConsoleHelp.war file will be added to the Management Console program files.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 Internetconnection exists.6

Kofax RPA Installation GuideOffline API documentationThe API folder contains the API references in English.1. Copy the API folder from the English .zip file extracted above to any folder on your computer.2. In this folder, double-click Overview.html to open the API documentation.Offline Best Practices HelpThe Best Practices folder contains Kofax RPA Best Practices Help for Robot Lifecycle Management inEnglish.1. Copy the Best Practices folder from the English .zip file extracted above to any folder on yourcomputer.2. In this folder, navigate to index.html and double-click it to open the help system.Offline documentation for Design Studio1. Open the Design Studio folder from the English .zip file extracted above and copy the EN folder toone of the following folders, depending on your installation: C:\Program Files(x86)\Kofax RPA 11.0.0.0 x32\documentation C:\Program Files\Kofax RPA 11.0.0.0 x64\documentation2. If you require the Japanese documentation, open the Design Studio folder from the Japanese .zipfile extracted above and copy the JA folder to the same location.3. Start Design Studio and navigate to Settings Design Studio Settings.4. On the General tab, in Documentation location, select Offline in the list.5. Save the changes.To switch to online mode, select Online in Design Studio Settings and save the changes.Note If you try to access the online documentation from Kofax RPA without Internet access, theRetrieving help and documentation warning is displayed. If you select Do not show this notificationagain and later you want to reset this option, select Show documentation retrieval notifications onthe General tab in Design Studio Settings.7

Kofax RPA Installation GuideOffline documentation for Management Console1. Open the Management Console folder from the English .zip file extracted above and copy theManagementConsoleHelp.war file to:C:\ Tomcat installation folder \Tomcat version \webappsNote The English and Japanese .zip files contain the same .war file, which includes both Englishand Japanese documentation. If you copied the .war file from the English .zip file and you requirethe Japanese version of documentation, no further actions are needed.2. Start the Management Console.3. On the Admin tab, in the Settings section, open the Base URL settings.4. Select Use local documentation. In Local Documentation base URL, specify the URL to theTomcat website containing the documentation.Example: http://localhost:8080/ManagementConsoleHelp/5. 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 thechanges.Offline documentation for Desktop Automation Service1. Navigate to the folder documentation that resides in:C:\Program Files(x86)\RPA DesktopAutomation 11.0.0.0 x322. Open the Desktop Automation Service folder from the English .zip file extracted above andcopy the EN folder to the documentation folder.3. If you require the Japanese documentation, open the Desktop Automation Service folder fromthe Japanese .zip file extracted above and copy the JA folder to the same location.To switch to online mode, delete or move the documentation folder from the RPADesktopAutomation 11.0.0.0 x32 folder.Offline documentation for Process Discovery1. In each of the following folders, create a new folder called documentation. C:\Program Files (x86)\Kofax RPA Process Discovery Agent 11.0.0.0 x32 C:\Program Files (x86)\Kofax RPA Process Discovery Analyzer 11.0.0.0 x322. Open the Process Discovery folder from the English .zip file extracted above and copy the ENfolder to the newly created documentation folders.3. If you require the Japanese documentation, open the Process Discovery folder from theJapanese .zip file extracted above and copy the JA folder to the same locations.8

Kofax RPA Installation GuideTo switch to online mode, delete or move the documentation folder from the Kofax RPA ProcessDiscovery Agent 11.0.0.0 x32 and Kofax RPA Process Discovery Analyzer 11.0.0.0x32 folders.Offline documentation for KappletsThe offline documentation for Kofax RPA Kapplets is contained in the same .war file as for theManagement Console, which you have already copied from the English.zip file to the required locationon your computer (Tomcat installation folder). To use the Kapplets documentation in offline mode, followthese steps.1. Depending on whether Kapplets are installed in embedded mode, on Tomcat, or on Docker,configure the required properties in a respective configuration file. For information on eachinstallation scenario, see "Install Kapplets" in the Kofax RPA Installation Guide. Embedded mode. Create an application-help.properties using the following templateand place it next to the application.properties file in the folder from where Kapplets arerun.kapplets.services.mc.connection.url http:// host-url : port username username kapplets.services.mc.connection.password password kapplets.services.help.languages-map[en] ENkapplets.services.help.languages-map[ja] JAkapplets.services.help.base-url http:// host-url : port /ManagementConsoleHelp/@@language@@/help/kap help/kappletskapplets.services.help.landing-url http:// host-url : port /ManagementConsoleHelp/@@language@@/help/kap help/kapplets/c rpakappletsmain.htmlNote In this scenario, the offline documentation can be used only if the Management Console isdeployed 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.base-url" value "http:// hosturl : port /ManagementConsoleHelp/@@language@@/help/kap help/kapplets"type "java.lang.String" override "false"/ Environment name "kapplets.services.help.landing-url" value "http:// hosturl : port /ManagementConsoleHelp/@@language@@/help/kap help/kapplets/c rpakappletsmain.html"type "java.lang.String" override "false"/ On Docker. In the docker-compose.yml file, add the following properties to the environmentsection at the end of the file.- KAPPLETS SERVICES HELP LANGUAGES-MAP[en] EN- KAPPLETS SERVICES HELP LANGUAGES-MAP[ja] JA- KAPPLETS SERVICES HELP BASE-URL http:// host-url : port /ManagementConsoleHelp/@@language@@/help/kap help/kapplets- KAPPLETS SERVICES HELP LANDING-URL http:// host-url : port /ManagementConsoleHelp/@@language@@/help/kap help/kapplets/c rpakappletsmain.html2. Save the file. You may need to restart the Tomcat server for the changes to take effect.To switch to online mode, delete the four properties from the configuration file, save the changes, andrestart the server.9

Kofax RPA Installation GuideTrainingKofax offers both classroom and computer-based training to help you make the most of your Kofax RPAsolution. Visit the Kofax website at www.kofax.com for details about the available training options andschedules.Getting help with Kofax productsThe Kofax Knowledge Base repository contains articles that are updated on a regular basis to keep youinformed about Kofax products. We encourage you to use the Knowledge Base to obtain answers to yourproduct questions.To access the Kofax Knowledge Base, go to the Kofax website and select Support on the home page.Note The Kofax Knowledge Base is optimized for use with Google Chrome, Mozilla Firefox or MicrosoftEdge.The Kofax Knowledge Base 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.Scroll through the Kofax Knowledge Base home page to locate a product family. Then click a productfamily name to view a list of related articles. Please note that some product families require a validKofax Portal login to view related articles. Access to the Kofax Customer Portal (for eligible customers).Click the Customer Support link at the top of the page, and then click Log in to the Customer Portal. Access to the Kofax Partner Portal (for eligible partners).Click the Partner Support link at the top of the page, and then click Log in to the Partner Portal. Access to Kofax support commitments, lifecycle policies, electronic fulfillment details, and self-servicetools.Scroll to the General Support section, click Support Details, and then select the appropriate tab.10

Chapter 1Dependencies and PrerequisitesThis chapter lists components and required configuration settings to use different Kofax RPA features. Forsupported platforms and versions, see the Kofax RPA Technical Specifications document on the Kofaxwebsite.Real-time data: If you have a solution where users are waiting for results in real-time, CPU speed isnormally 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 meansthat 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 inthe email field.Windows installation prerequisitesIf you get the error: "Module modulename not found," install the following 226Note 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\976571This command extracts multiple files, from Windows6.1-KB976571-v2-x64.cab.3. Run the following command:DISM.exe /Online /Add-Package x64.cabFor more information, see How to use DISM to install a hotfix from within Windows on the MicrosoftTechnet website https://blogs.technet.microsoft.com.11

Kofax RPA Installation GuideLinux installation dependenciesWhen installing on Ubuntu, Ubuntu 14.04 LTS with the libqt5webkit5 library is required.The minimal Linux installation must include the following libraries to be able to run robots created with thedefault browser engine. libX11.so.6 libGL.so.1 libXext.so.6To use cross-platform authentication (Negotiate and NTLM protocols), your Linux installation must includethese Generic Security Service API (GSS-API) libraries: libgssapi 1Note Kofax RPA supports libssl1.0.2 or below.Use the yum install or sudo apt-get command to install necessary libraries on a Linux platform.You must also install fonts on a headless Linux server for the WebKit robots to work. Instructions for installing fonts for CentOS / RedHat Instructions for installing fonts for UbuntuDatabasesImportant Please create and maintain the Kofax RPA product databases according to therecommendations in the product documentation. If you are considering database modifications orcustomizations, do not proceed without consulting Kofax; otherwise, the results are unpredictable andthe software may become inoperable.You can use Microsoft SQL Server with integrated Windows Authentication as a logging (logdb) databaseonly in the following cases:Important 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 allRoboServer installations without using the JDBC distribution mechanism in the Management Console.Oracle Connection URL must use {ServerName}: {Schema}. Using {ServerName}: {ServiceName} is not supported.You can use PostgreSQL database only for storing your data. PostgreSQL cannot be used as aManagement Console system, logging, or audit database.12

Kofax RPA Installation GuideBe aware that loss of data may occur when storing data in Oracle, Sybase or MySQL. On Oracle, anempty string is converted to null. On Sybase, an empty string is converted to " " (a single space). OnMySQL, millisecond precision is lost when storing dates. For details, see the ObjectKey Caveats sectionin the Storing Data in Databases topic in the Kofax RPA help.Note For correct display of data in the Kofax Insight Dashboard, make sure Java correctly sets thetime according to your time zone on RoboServers and computers running Management Consoles. Seethe Timezone Data Versions in the JRE Software on the Oracle web site for the latest updates in timezones. If necessary, use the Timezone Updater Tool to update the time zone information.Document Transformation prerequisites and limitationsInstall all the latest Windows updates before installing and using Kofax RPA Document Transformation.PrerequisitesThe maximum document size for transformation is 100 MB. Kofax RPA imposes a file size limit for atransformed document to enable protection against the denial-of-service attacks. You can lower thefile size value to protect against such an attack. To change the document size limit, edit the followingparameter in the Web.config file in the Kofax DTS\Transformation Services directory in theKofax 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 Transformationor 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.LimitationsThe following Kofax Transformation 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 settingsDesktop Automation requirements and prerequisitesThe 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 KofaxRPA.Java Access BridgeTo automate Java programs or Java applets on remote devices with Kofax RPA, install Java 32-bit onyour device (JRE or JDK) and enable the Java Access Bridge in the Java Runtime Environment usedby the application. We recommend using the latest available Java version.For JRE 7 or LaterTo enable Java Access Bridge for Java version 7 or later, navigate to the bin directory in the Javainstallation directory and run the following command.13

Kofax RPA Installation Guidejabswitch -enableFor JRE6Follow this procedure to install Java Access Bridge 2.0.2 on a Windows 32-bit system. For olderapplications that require Java version 1.6, copy the following files to the specified destinationdirectories, where %WINDOWSHOME% is the directory where Microsoft Windows is installed (forexample, 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\jre6The following table lists Java Access Bridge Windows libraries and related files for Windows 32-bitsystems.Java Access Bridge FileDestination AHOME%\libaccess-bridge.jar%JAVAHOME%\lib\ext14

Kofax RPA Installation GuideJava Access Bridge FileDestination Directoryjaccess.jar%JAVAHOME%\lib\extFor more information, search the Downloads page on the Oracle web site ( loads/) to locate and download jab-2-0-2. For installationinstructions, see "installing-jab-32-bit" on the http://docs.oracle.com website.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 applicationshould appear.Alternatively, you can use the JavaFerret.exe application.Requirements for Linux-based platformsTo use Desktop Automation, install the libxslt1.1 package.To use the built-in browser in Desktop Automation on Ubuntu-based distributions, install the followingpackages: gconf-service libasound2 libatk1.0-0 libc6 libcairo2 libcups2 libdbus-1-3 libexpat1 libfontconfig1 libgcc1 libgconf-2-4 libgdk-pixbuf2.0-0 libglib2.0-0 libgtk2.0-0 libnspr4 libnss3 libpango-1.0-0 libpangocairo-1.0-0 age1libxfixes3libxi615

Kofax RPA Installation Guide libxrandr2 libxrender1libxss1libxtst6XvfbTo use the built-in browser in Desktop Automation on Red Hat and CentOS-based distributions, installthe packages containing the following libraries: atk.x86 64 gtk2.x86 xsltlibXtst.x86 ibXrandr.so.2libXss.so.1 s.so.2libdbus-1.so.3libatk-1.0.so.016

Kofax RPA Installation Guide libgtk-x11-2.0.so.0 libgdk-x11-2.0.so.0libgdk libsmime3.solibexpat.so.1 libxcb.so.1 xorg-x11-server-XvfbTo use the "Open" step action, which allows an application to open on an automated device with anRDP connection, install the packages containing the following libraries: libc.so.6 libxcb.so.1 libXext.so.6 libdl.so.2 libpthread.so.0 libm.so.6 libssl.so.1.1 libcrypto.so.1.1.0 libXau.so.6 libXdmcp.so.6For more information on this action, see "Open" in the Kofax RPA help.Prerequisites for Internet ExplorerTo automate Internet Explorer for use with the Desktop Automation feature, chec

RPA User's Guide), Kofax RPA Desktop Automation Service Guide, and Kofax RPA Getting Started with Document Transformation Guide. After you install the Kofax RPA product, extract the contents of the documentation .zip files for the languages you require. The .zip file for each language contains the following folders: API Best Practices

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