Blue Prism Installation Engineer key terms
Blue Prism Installation Engineer · Get comfortable with the vocabulary.
- Blue Prism database
- Related: Connection string, SQL Server collation
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.
- Connection string
- Related: Blue Prism database, Windows authentication
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.
- SQL Server collation
- Related: Blue Prism database, Database creation script
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.
- Database creation script
- Related: Blue Prism database, Schema upgrade
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.
- Schema upgrade
- Related: Database creation script, Rollback plan
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.
- Rollback plan
- Related: Schema upgrade, Environment migration
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.
- Environment migration
- Related: Release import, Rollback plan
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.
- Release import
- Related: Environment migration, Change management
Bringing a packaged Blue Prism release file into a target environment, which creates or updates processes, objects, and related components after validation checks.
- Change management
- Related: Release import, Rollback plan
The formal process of recording, approving, scheduling, and reviewing infrastructure or configuration changes so that production impact is understood and auditable.
- Interactive client
- Related: Runtime resource, Application server
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.
- Runtime resource
- Related: Interactive client, Resource pool
A machine licensed and configured to execute Blue Prism processes and objects, typically running unattended under a dedicated service account on a server.
- Application server
- Related: Interactive client, Load balancing
A Blue Prism component that brokers connections between clients or runtime resources and the database, centralizing configuration and reducing direct database exposure.
- Load balancing
- Related: Application server, High availability
Distributing connection or work requests across multiple application servers or runtime resources so no single host is overwhelmed and availability improves.
- High availability
- Related: Load balancing, Disaster recovery
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.
- Disaster recovery
- Related: High availability, Backup schedule
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.
- Backup schedule
- Related: Disaster recovery, Rollback plan
The defined frequency, retention, and storage locations for database and configuration backups, plus the testing regime that proves restores actually work.
- Prerequisites checklist
- Related: Service account, Firewall rule
A documented list of operating system versions, SQL Server requirements, .NET components, permissions, and ports that must be satisfied before installing Blue Prism components.
- Service account
- Related: Least privilege, Windows authentication
A dedicated, non-interactive Windows account under which Blue Prism services and runtime resources run, granted only the database and file permissions they need.
- Least privilege
- Related: Service account, Role-based access control
Granting each account, role, or user only the permissions required for its function, minimizing the blast radius of mistakes or compromised credentials.
- Role-based access control
- Related: Least privilege, User account provisioning
Assigning permissions in Blue Prism through roles that bundle rights, so users inherit capabilities from their role rather than from individual per-user settings.
- User account provisioning
- Related: Role-based access control, Single sign-on
Creating, modifying, and disabling Blue Prism user accounts, including linking them to directory identities and assigning the correct roles and permissions.
- Single sign-on
- Related: Active Directory integration, User account provisioning
An authentication arrangement where users log in once with their corporate identity and Blue Prism accepts that authenticated session instead of a separate password.
- Active Directory integration
- Related: Single sign-on, Windows authentication
Configuring Blue Prism to authenticate users against directory accounts and groups, so access follows existing joiner, mover, and leaver processes.
- Windows authentication
- Related: Service account, Connection string
A SQL Server connection mode where the operating system identity of the calling process is used to authenticate, avoiding stored database passwords.
- Firewall rule
- Related: Prerequisites checklist, Network latency
A network access rule permitting traffic on specific ports between Blue Prism clients, application servers, runtime resources, and the database server.
- Network latency
- Related: Firewall rule, Application server
The delay in data traveling between Blue Prism components and the database; high latency degrades interactive client responsiveness and can cause timeouts.
- Resource pool
- Related: Runtime resource, Scheduler
A logical grouping of runtime resources that work can be assigned to, enabling capacity management and predictable scheduling across machines.
- Scheduler
- Related: Resource pool, Session log
The Blue Prism feature that starts sessions and queues work at defined times or intervals, relying on correctly configured resources and calendars.
- Session log
- Related: Scheduler, Audit 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.
- Audit log
- Related: Session log, Change management
The tamper-evident record of configuration and security-relevant changes in Blue Prism, such as user edits, permission changes, and release imports.
- Environment validation
- Related: Smoke test, Prerequisites checklist
A structured post-installation check confirming connectivity, licensing, permissions, scheduling, and a test process run before the environment is declared live.
- Smoke test
- Related: Environment validation, Session log
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.
- License configuration
- Related: Runtime resource, Environment validation
Applying and verifying the Blue Prism licence so the correct number of interactive clients and runtime resources are permitted to operate.
- Patch management
- Related: Schema upgrade, Change 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.
- Configuration file
- Related: Connection string, Application server
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.
- Port
- Related: Firewall rule, Prerequisites checklist
A numbered network endpoint a Blue Prism component listens on or connects to; correct port configuration is essential for client, server, and database communication.
- Troubleshooting log
- Related: Session log, Environment validation
The diagnostic output written by Blue Prism components and Windows event logs, examined to identify the cause of connection, permission, or runtime failures.
- Credential store
- Related: Least privilege, Role-based access control
The protected repository where Blue Prism keeps credentials used by processes, separated from process logic and protected by access controls and encryption.