Installation/Upgrade Guide Overview

Scope

This guide explains the steps required to install (and upgrade) the components of the Nintex RPA Platform:

1. Installing server-side components

   • Nintex RPA Server (including Nintex Admin Tool)

   • Nintex database

   • Nintex Console

2. Installing client applications

   • Nintex Studio

   • Nintex unattended robots

   • Nintex attended robots

3. Upgrading Versions

Intended audience

The Nintex RPA Platform is an enterprise system involving multiple components and networking/security considerations. It is anticipated that installation will be performed by IT professionals with general knowledge of the following:

• Windows (server and desktop editions)

• Network security and protocols

• Microsoft SQL Server

This guide is intended for such IT personnel.

How to approach this guide

About the documentation of the installation and upgrade processes

As you go through the processes and instructions documented in here, you'll find cross-references to different appendices located at the end of this manual. The cross-references are named "Read more about..."/"read about"/"See <topic>".

Click a cross-reference to check out some more advance or customized configuration, to learn more about a specific configuration, or to review the relevancy and implications of some of the options.

Don't worry about navigating your way back and forth between the different appendices and the installation step or page you were at. We've inserted dedicated cross-references to take you back and forth between the sections. You’ll find these links at the end of each relevant appendix, named: "-Take me to the relevant step in the RPA Installation Guide-".

About the screenshots

Screenshots are available sparingly; we include them as necessary and for further clarification. We've made sure to cover the required information for you in text.

The headlines in the RPA Server Installation chapter correspond to the headlines in the RPA server installation wizard.

Where do I start from?

I am installing from scratch

• First, you take a look at the Platform Architecture to get a better idea of how the RPA services are laid out.
• Then, go over the Server System Requirements, and Clients System Requirements to make sure everything is ready from your side.
• For High-Scale Production Environment, review System Requirements – High Scale Server.
• After that, make sure you cover the Initial Considerations section to see if there is anything else you need to consider or maybe prepare.
• Got it all covered? You can start with the RPA Server Installation (make sure to read the 'Before you Start' and the short sections following it; prerequisites, installation steps overview, etc.).
• Done with the server installation? Move to the RPA Client Installation to install the Studio and Robot.

I want to upgrade

When it is time to upgrade, follow the instructions in the Upgrading Versions section.