Configuring a Process Intelligence Database in the Worksoft Portal

If you are using Worksoft Process Intelligence, you need to register Process Intelligence and configure the database in the Worksoft Portal. Process Intelligence leverages information from the Portal.

Registering Process Intelligence

The first time an administrator logs into Process Intelligence through the URL address, Process Intelligence registers automatically in the Worksoft Portal.

From the Worksoft Portal menu, select Product Configuration > Process Intelligence to verify the registration.

If you sign in the first time with the localhost, it will register the localhost, which will cause problems. If this happens, click the Deregister button, sign in through the URL address, and register Process Intelligence again.

If for some reason the product does not automatically register, you can trigger the registration manually. For more information, see Manually Registering Products and Services for the Worksoft Portal.

To configure a Process Intelligence database:

  1. Go to the Worksoft Portal URL address that was used during installation:

    https://<portalservername>/portal

    Example: https://servername.worksoft.com/portal

    If you have any questions about your specific URL address, ask your IT administrator.

  1. From the Worksoft Portal menu, select Product Configuration > Process Intelligence.

    The Process Intelligence Configuration screen opens.

  2. In the Database Configuration section, enter the following information for your Process Intelligence database in the respective fields:
  3. SQL server
  4. Database name
  5. SQL user name

  6. SQL password

    7. In order to configure a database, the user must have SQL Server dbcreator permissions.

  7. If you want to use Windows Authentication instead of SQL Server Authentication, select Use Trusted Connection (Windows).

  8. To prevent database permission issues, select the Trust Server Certificate option.

  9. Click Test to test the connection.

  10. Click Save.

  11. If you have an on-premise installation, select the Is On-premise Installation? option in the Process Intelligence Configurations section.

  12. If you have an on-premise installation, enter the file path where you intend to store your files in the Files Storage Path field.

    The Process Intelligence database configuration is complete.

 

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