Blue Prism Installation Engineer study materials
Blue Prism Installation Engineer study resources

Blue Prism Installation Engineer key terms

Blue Prism Installation Engineer · Get comfortable with the vocabulary.

Blue Prism database

The Microsoft SQL Server database that stores process definitions, queues, schedules, audit logs, and configuration for a Blue Prism environment. Every runtime resource and interactive client connects to it.

Related: Connection string, SQL Server collation
Connection string

The text value, stored in configuration, that tells a Blue Prism component which database server, instance, and database to connect to, including authentication method and optional encryption settings.

Related: Blue Prism database, Windows authentication
SQL Server collation

The character-set and sort rules configured on the SQL Server instance and database. Blue Prism requires a case-insensitive collation, and a mismatch can cause installation or runtime failures.

Related: Blue Prism database, Database creation script
Database creation script

The vendor-supplied SQL script that builds the Blue Prism schema, tables, stored procedures, and default data in an empty database during a fresh installation.

Related: Blue Prism database, Schema upgrade
Schema upgrade

The controlled process of applying newer database scripts and component installers so an existing Blue Prism environment matches a later product version while preserving data.

Related: Database creation script, Rollback plan
Rollback plan

A documented set of steps, backups, and decision points that let a team restore the previous working state if an upgrade or migration fails partway through.

Related: Schema upgrade, Environment migration
Environment migration

Moving Blue Prism configuration, processes, and data between environments or servers, for example from development to production or from an old host to new infrastructure.

Related: Release import, Rollback plan
Release import

Bringing a packaged Blue Prism release file into a target environment, which creates or updates processes, objects, and related components after validation checks.

Related: Environment migration, Change management
Change management

The formal process of recording, approving, scheduling, and reviewing infrastructure or configuration changes so that production impact is understood and auditable.

Related: Release import, Rollback plan
Interactive client

The Blue Prism desktop application used by developers and administrators to build processes, configure settings, and monitor the environment. It connects directly to the database.

Related: Runtime resource, Application server
Runtime resource

A machine licensed and configured to execute Blue Prism processes and objects, typically running unattended under a dedicated service account on a server.

Related: Interactive client, Resource pool
Application server

A Blue Prism component that brokers connections between clients or runtime resources and the database, centralizing configuration and reducing direct database exposure.

Related: Interactive client, Load balancing
Load balancing

Distributing connection or work requests across multiple application servers or runtime resources so no single host is overwhelmed and availability improves.

Related: Application server, High availability
High availability

Designing the platform so that failure of a single server, database node, or network path does not stop automation from running, usually through redundancy and failover.

Related: Load balancing, Disaster recovery
Disaster recovery

The plans, backups, and alternate infrastructure that allow Blue Prism services and data to be restored at an acceptable time after a major outage or site loss.

Related: High availability, Backup schedule
Backup schedule

The defined frequency, retention, and storage locations for database and configuration backups, plus the testing regime that proves restores actually work.

Related: Disaster recovery, Rollback plan
Prerequisites checklist

A documented list of operating system versions, SQL Server requirements, .NET components, permissions, and ports that must be satisfied before installing Blue Prism components.

Related: Service account, Firewall rule
Service account

A dedicated, non-interactive Windows account under which Blue Prism services and runtime resources run, granted only the database and file permissions they need.

Related: Least privilege, Windows authentication
Least privilege

Granting each account, role, or user only the permissions required for its function, minimizing the blast radius of mistakes or compromised credentials.

Related: Service account, Role-based access control
Role-based access control

Assigning permissions in Blue Prism through roles that bundle rights, so users inherit capabilities from their role rather than from individual per-user settings.

Related: Least privilege, User account provisioning
User account provisioning

Creating, modifying, and disabling Blue Prism user accounts, including linking them to directory identities and assigning the correct roles and permissions.

Related: Role-based access control, Single sign-on
Single sign-on

An authentication arrangement where users log in once with their corporate identity and Blue Prism accepts that authenticated session instead of a separate password.

Related: Active Directory integration, User account provisioning
Active Directory integration

Configuring Blue Prism to authenticate users against directory accounts and groups, so access follows existing joiner, mover, and leaver processes.

Related: Single sign-on, Windows authentication
Windows authentication

A SQL Server connection mode where the operating system identity of the calling process is used to authenticate, avoiding stored database passwords.

Related: Service account, Connection string
Firewall rule

A network access rule permitting traffic on specific ports between Blue Prism clients, application servers, runtime resources, and the database server.

Related: Prerequisites checklist, Network latency
Network latency

The delay in data traveling between Blue Prism components and the database; high latency degrades interactive client responsiveness and can cause timeouts.

Related: Firewall rule, Application server
Resource pool

A logical grouping of runtime resources that work can be assigned to, enabling capacity management and predictable scheduling across machines.

Related: Runtime resource, Scheduler
Scheduler

The Blue Prism feature that starts sessions and queues work at defined times or intervals, relying on correctly configured resources and calendars.

Related: Resource pool, Session log
Session log

The record of each process or object run, including start and end times, status, resource used, and error details, used for monitoring and troubleshooting.

Related: Scheduler, Audit log
Audit log

The tamper-evident record of configuration and security-relevant changes in Blue Prism, such as user edits, permission changes, and release imports.

Related: Session log, Change management
Environment validation

A structured post-installation check confirming connectivity, licensing, permissions, scheduling, and a test process run before the environment is declared live.

Related: Smoke test, Prerequisites checklist
Smoke test

A short, high-value test executed after installation or upgrade to prove the core path works, such as logging in and running a simple process end to end.

Related: Environment validation, Session log
License configuration

Applying and verifying the Blue Prism licence so the correct number of interactive clients and runtime resources are permitted to operate.

Related: Runtime resource, Environment validation
Patch management

The routine of tracking, testing, and applying operating system, database, and Blue Prism updates on a planned cadence to reduce security and stability risk.

Related: Schema upgrade, Change management
Configuration file

A local file on a Blue Prism component that holds connection details and component settings, which must be consistent across machines in the same environment.

Related: Connection string, Application server
Port

A numbered network endpoint a Blue Prism component listens on or connects to; correct port configuration is essential for client, server, and database communication.

Related: Firewall rule, Prerequisites checklist
Troubleshooting log

The diagnostic output written by Blue Prism components and Windows event logs, examined to identify the cause of connection, permission, or runtime failures.

Related: Session log, Environment validation
Credential store

The protected repository where Blue Prism keeps credentials used by processes, separated from process logic and protected by access controls and encryption.

Related: Least privilege, Role-based access control