Blue Prism Installation Engineer study plan
Blue Prism Installation Engineer · Give each week a clear focus.
8 weeks · About 7 hours per week
Infrastructure Planning and Prerequisites
Inventory every prerequisite category (OS, database engine, .NET/runtime components, IIS or web host role, certificate services, service accounts) and record the minimum supported version for each in a single checklist
Size the target deployment by estimating concurrent interactive clients, unattended digital workers, and peak transaction throughput, then convert those numbers into CPU, memory, and disk allocations
Draft the network topology showing application servers, database servers, load balancer, and required port directions between each tier
Identify the service account model (per-component vs shared) and list the OS-level rights each account will need
Your checkpoint
A one-page infrastructure readiness checklist plus a labeled topology diagram with port matrix, reviewed against at least three explicit assumptions you wrote down
Infrastructure Planning and Prerequisites & Database Setup and Configuration
Configure the database server instance settings (collation, compatibility level, max degree of parallelism, tempdb sizing) required before any Blue Prism schema is created
Provision the empty database and dedicated SQL login, then verify the login has only the rights the installer needs
Confirm storage layout for data, log, and backup files and set a growth strategy that avoids autogrowth thrashing
Test connectivity from the prospective application server to the database using the same authentication mode the install will use
Your checkpoint
A database pre-build worksheet documenting instance settings, database name, collation, login, and a successful connectivity test result
Database Setup and Configuration
Walk through the schema creation process end to end in a lab, capturing each prompt and the value you supplied
Verify the resulting schema objects, required roles, and connection string parameters against your worksheet
Practice granting and revoking the runtime database permissions the application server account needs, then confirm the app still connects
Document a rollback path that returns the database to its pre-install state
Your checkpoint
A repeatable, step-numbered database build runbook with a tested rollback section and screenshots replaced by written expected results
Application Server and Component Installation
Install the core application server component in the lab and record every prerequisite check the installer performs
Add at least one additional component (interactive client or unattended runtime) and confirm it registers correctly against the same database
Configure the connection settings for each component and verify they point to the intended environment
Capture service startup order and dependency behavior after a host reboot
Your checkpoint
A component installation matrix listing each component, its host, its service account, and its verified connection target, all confirmed working in the lab
Application Server and Component Installation & Authentication, Security, and Access Control
Configure the authentication mode for the environment and map directory groups to application roles with least privilege
Create role assignments for administrator, developer, and runtime accounts, then test each by logging in and attempting a permitted and a forbidden action
Enable transport security with a valid certificate and confirm clients reject an untrusted connection
Record where credentials for service accounts are stored and who can retrieve them
Your checkpoint
An access control matrix (role x permission x tested result) plus evidence that an untrusted TLS connection is refused
Environment Validation and Troubleshooting
Build a post-install validation script or checklist covering service health, database connectivity, license state, and component version parity
Deliberately break three things (stop a service, revoke a permission, expire a certificate) and record the exact symptom and the fix for each
Collect and interpret the primary log locations for installer, application, and database errors
Time how long a full validation pass takes so future maintenance windows can be sized
Your checkpoint
A troubleshooting playbook with at least three symptom-cause-fix entries reproduced in the lab and a timed validation checklist
Upgrades, Migration, and Maintenance & Database Setup and Configuration
Perform a backup and restore of the database into a staging environment and verify the application connects to the restored copy
Execute a version upgrade in the lab, recording the required order of database upgrade versus component upgrade
Document a migration sequence for moving the application server to new hardware with minimal downtime
Write the maintenance calendar covering backups, log truncation, certificate renewal, and patch cadence
Your checkpoint
An upgrade and migration runbook with a completed lab rehearsal, including measured downtime for each phase
Environment Validation and Troubleshooting & Upgrades, Migration, and Maintenance & Infrastructure Planning and Prerequisites
Rebuild the entire environment from your runbooks alone, without referring to vendor documentation, and log every gap you hit
Update the runbooks to close each gap found during the rebuild
Run a timed mock exam weighted toward domains 1 through 3 and review every missed item against your notes
Produce a final readiness summary listing residual risks and open questions for a senior engineer
Your checkpoint
A clean-room rebuild completed from runbooks only, with revised runbooks and a scored mock exam result above your target threshold
Milestones
Week 2: You can explain, without notes, why each database instance setting matters and what breaks if it is wrong
Week 4: Two components are running against one database and survive a host reboot in the correct startup order
Week 6: You diagnose three injected failures in under 15 minutes each using only logs and your playbook
Week 8: A full environment rebuild is completed from your own runbooks with zero undocumented steps