By going through this chapter, you will understand the Admin Portal’s features by each menu category, the tasks that an administrator can perform on the Admin Portal, and how to perform such tasks.

“Using the Admin Portal Server” explains the following topics:

• Starting the Admin Portal

• Managing Processes

• Monitoring

• Scheduling

• Managing Reports

• Using Queues

• Managing OCR

• Managing the System

Starting the Admin Portal

This part explains the basic procedures you must take before using the Admin Portal.

“Starting the Admin Portal” explains the following topics:

• Browser Requirements

• Logging In

• Editing Personal Information

• Logging Out

• Checking Server Status

Browser Requirements

The Admin Portal is optimized for the Chrome browser.

Logging In

You can log into the Admin Portal by entering your account ID and password on the login page. For your first login, contact the system administrator in advance to issue your account ID and password.

To log into the Admin Portal, complete the following steps:

1. Go to the login page of the Admin Portal on your web browser. For the exact address of the login page, contact your system administrator.

2. Enter your account ID and password.

   To have your browser remember your account ID for the next login, select the Save ID checkbox.

3. Select a Tenant.

4. Click Login.

   If you have forgotten your account ID or password, click Find ID/Password.

Find ID

Enter your name and email address to find the account ID you have forgotten.

Find Password

Enter your account ID and email address to find the password you have forgotten.

When you log in successfully, the main page will be displayed.

2-Factor Authentication

Two-factor authentication is possible according to the server settings (Using Tenant Portal - 10. Manage Settings) option (Administration Policy - 2-Factor Authentication).

Email is provided as the primary authentication method. SMS and KakaoTalk are displayed depending on the settings and whether the mobile phone is authenticated.

Designer SSO

Launch the designer and log in using the account logged into the Admin Portal.

1. Click on the bottom-left corner of the Admin portal main page.

2. Click Brity RPA - Open Designer

The designer is launched

Editing Personal Information

You can change your personal information, such as name, position, phone number, and password.

And, you can manage the API Key to be used for authentication when calling Brity RPA OpenAPI.

To change your personal information, complete the following steps:

1. Click on the bottom-left corner of the Admin Portal main page.

2. Click Personal Info. The “Personal Info” pop-up window will be displayed.

3. Click Edit at the bottom of the Privacy tab.

4. Edit information you want to change.

   To change Messaging Service, photo, and password, click Messaging Service, Change photo, Change password, respectively.

5. Click Save.

6. Click OK on the save confirmation pop-up window.

7. Click OK on the save complete pop-up window.

Your personal information has been updated.

Change phone

Depending on the server settings, authentication may be required when entering a mobile phone. (For the setting method, refer to the setting management of the tenant portal)

The input part is deactivated with text showing whether the mobile phone is verified or not.

Mobile phone authentication via SMS is possible.

Messaging Service

You can get a messaging service for each situation. The menu displayed may vary depending on SMS and KakaoTalk settings, mobile phone authentication status, permissions, etc.

The subjects who can receive the alarm for the currently defined events are as follows.

Limiting the number of standby jobs occurs when an attempt is made to execute more than the number of jobs that can be queued simultaneously. Then, when receiving a notification from the messaging service, it is necessary to check the executed job and the bot connected to the server to check for any abnormalities.

A scheduled task end date is a function to help when a reservation task ends without being aware of it. It provides advance notification before the reservation task end date based on the number of days set in the setting management.

API Key Management

Follow the below steps to manage the API Key for authentication when calling Brity RPA OpenAPI.

1. Click on the bottom-left corner of the Admin Portal main page.

2. Click Personal Info. The “Personal Info” pop-up window will be displayed.

3. Click the API Key tab, the API Key of the currently connected user is displayed in the form of a card list.

4. You can edit API Key information by clicking the edit button at the bottom of the details area . For more information to configure and use the API Key edit popup , refer to Managing API Keys

5. You can add API Key information by clicking the '+ Add API Key' card at the bottom of the card list. For the configuration and usage of the Add API Key pop-up , refer to Adding API Key.

For more information on API Keys, see Managing API Keys

Logging Out

Click > Logout on the bottom-left corner of the Admin Portal main page.

Checking Server Status

You can have an overview of version information of all currently running servers.

Click > About on the bottom-left corner of the Admin Portal main page.

Managing Processes

The task manager can activate the projects and process flows designed via RPA Designer, and deploy them.
An activated process can be assigned to an RPA Bot and be executed as a new job.
The Admin Portal provides two features that enable task managers to activate and distribute projects/process flows: Project List and Process flow List.

“Managing Processes" explains the following topics:

• Managing Projects

• Managing Process Flows

• Executing Jobs

• Executing Reserved Jobs

• Checking Server Handler

• Brity Discovery

Click Process on the Admin Portal main page.

Managing Projects

You can perform a wide range of tasks to manage projects. Tasks you can perform include: set permissions for each project, activate projects, assign a summary to a project or vice versa, view history of processes under a project, and conduct test runs of the processes.

Click Process > Project List.

Project List screen

You can view the list of projects, and manage the projects.

Creating New Projects

You can create new project summaries. Summaries can be assigned with RPA projects once created.

To create a new project summary, complete the following steps:

1. Click Process > Project List > Project list >. The “Create project” pop-up window will be displayed.

2. Enter Pjt Name, Category, Summary.

3. Set Period. Period can be set within the next one year from today.

4. Click Save

5. Click Ok on the save confirmation pop-up window.

The new project summary has been created.

Importing Projects

You can import projects from other tenants or PCs. 

To import a project, complete the following steps:

1. Click Process > Project List > Project List. The "Import" pop-up window will appear.

2. Click to Import Projects.

Importing Projects (Tenant)

You can import projects from other tenants.

To import a project, complete the following steps:

1. Click Process > Project List > Project list > . The “Import” pop-up window will be displayed.

2. In the "Import" pop-up window, click Import from Tenant .

3. Select the tenant and project project you want to import, and then click Next.

4. Newly created shared resources and Queues through project import are displayed in the list. After checking the list of items displayed, click Import.

5. Click OK on the import confirmation pop-up window.

6. Click OK on the import complete pop-up window.

The selected project has been imported to the current tenant.

Importing Projects (PC)

You can import the project using the Brity RPA Designer file (ipa) on your PC.

 To import a project, complete the following steps:

1. Click Process > Project List > Project List . The "Import" pop-up window will appear.

2. In the "Import" pop-up window, click Import from PC .

3. If a password is set in the Brity RPA Designer file (ipa), enter the password when prompted for password.

4. Click Search.

5. Click OK in the confirmation window "Are you sure you want to check the IPA file?"

6. Click Next; after confirming the displayed information, The project's basic information to be created via the file is displayed. 
7. After checking the list of resources that can import project components to be created through a file, click Import.

8. Click OK on the import confirmation pop-up window .
9. Click OK on the Import Complete pop-up window .

A project is created in the file in the tenant you are currently using.

Utilizing Project Summaries

You can view the project execution statistics, set permissions for the project, and change owner.

Assigning Summaries and Projects

You can assign an RPA project to a summary, or vice versa. Upon assigning, only the permissions that both the summary and the RPA project have in common will be kept.

Complete the steps explained below to assign summaries and projects to one another.

Assigning a summary to an RPA project

You can assign a summary to an RPA project that has no summary assigned.

To assign a summary, complete the following steps:

1. Click Process > Project List > Project list, and then select the project you want to assign a summary to.

2. Click + Summary. A list of projects with no summaries will be displayed on the “Assign Summary” pop-up window.

3. Select the project you want and click Assign.

4. Click OK on the assign confirmation pop-up window.

5. Click OK on the assignment complete pop-up window.

The summary has been assigned to the RPA project.

Assigning an RPA project to a summary

You can assign an RPA project to a summary that has no RPA project assigned. 

To assign an RPA project, complete the following steps:

1. Click Process > Project List > Project list, and then select the project you want to assign an RPA project to.

2. Click + Project. A list of projects with summaries only will be displayed on the “Assign Project” pop-up window.

3. Select the project you want and click Assign.

4. Click OK on the assign confirmation pop-up window.

5. Click OK on the assignment complete pop-up window.

The RPA project has been assigned to the summary.

Resource download

Resources included in the project created by the RPA designer can be downloaded.
To download the resource, complete the following steps:

1. Click Process > Project List

2. From the Project List select a project that includes resources, and then click the Project Details tab.

3. On the Process Details tab, check and click Resources. If one, it is downloaded. If two or more, a resource detail popup is displayed.

4. After the pop-up call, the desired resource can be downloaded by clicking on it.

Comparing Projects

You can compare projects versions created in RPA designer.

To view the project versions, complete the following steps:

1. Click Process > Project List

2. Select a project from the Project List and then click the Project Details tab.

3. Click the icon in the details tab. The "Project Version History" pop-up window will be displayed.

4. Select two versions you want to compare from the version history pop-up window.
5. Click the icon. The version comparison pop-up window is displayed

Viewing Processes in Flowcharts

You can view processes created via RPA designer and their details in flowcharts. In the flowchart, you can check the properties of each activity used in the process, and select a process to execute through designated bots.

To view a process in a flowchart, complete the following steps:

1. Click Process > Project List.

2. Select the project you want in the Project list, and then click Project detail tab.

3. Click a process/task/event to view in a flowchart in the subordinate list under the tab.

Testing Processes

You can test out processes created via RPA Designer to check for errors before activating them. Execute processes through RPA bots and check the results.

To test out a process before activation, complete the following steps:

1. Click Process > Project List.

2. Select an inactive project in the Project list, and then click Project detail tab.

3. Select an inactive process in the Process list, and then click Execute. The “Execute job” pop-up window will be displayed.

4. Select a bot group and a bot to run the process, and then click Next.

5. If a parameter is required for the selected process, enter the parameter and check the reexecution settings when the result fails. Refer to Executing Jobs for additional description.

6. Click Execute.

7. Check the estimated start time and the performance time on the execute confirmation pop-up window, and then click OK.

The job will be executed according to the set request.

You can view results of the test runs in the  > History menu.

Activating Processes

In order to execute a process under the operating environment of RPA Solution, you must activate the process first.

To activate a process, complete the following steps:

1. Click Process > Project List.

2. Select an inactive project in the Project list, and then click the Project detail tab.

3. Click Confirm. The “Approve” pop-up window will be displayed.

4. Select a bot group and a bot to run the process, and then click Next.

5. If necessary, enter parameter values.

6. Click Save.

7. Click OK on the activate confirmation pop-up window.

8. Click OK on the activation complete pop-up window.

The process has been activated.

Executing schedule process

To create a scheduled job for the selected process, you can use the Register Scheduled Job button to create a scheduled job.

See Executing Reserved Jobs to create a scheduled job.

After creating a reservation job, check the registered reservation in the recently registered reservation area, as shown below.

Setting Permissions for Projects

You can set permissions for a process to make the process exclusive to certain RPA solution user groups.

To set permissions for a process, complete the following steps:

1. Click Process > Project List.

2. Select a project to set permissions in the Project list, and then click Project detail tab.

3. Click > Permission. The “Permission” pop-up window will be displayed.

4. Select permissions to grant for each user group.

5. Click Save.

6. Click OK on the save confirmation pop-up window.

Permissions have been set.

Comparing Process, Task, and Events

You can compare different versions of processes, tasks, and events created in RPA Designer.

To check the comparison of the shape, follow the below steps:

1. Click Process > Project List.

2. Select the desired project from the Project List, then click the Project details tab.

3. Click a process, task, or event in the project details tab, select the item, and click on the icon. A version history pop-up window is displayed.

4. Select two versions you want to compare from the version history pop-up window.
5. click the icon. The version comparison pop-up window is displayed.

Executing the Processes through Knox Messages

Using bots connected with Knox Message, you can conveniently view and execute all processes registered on the RPA solution via Knox Chat.

To execute a process using the bot connected with Knox Message, complete the following steps:

1. Search “Linked RPA Bot” in the chat partner search bar on Knox Message, and then register it.

2. Open the RPA bot chat.

3. Follow the instructions from the RPA bot, and then enter commands for the feature you want to use according to the instructions.

[Available Commands]
 /list: check all processes list
 /help: display Help
 /status: check status
 /locale: change language
 #ProjectName.ProcessName: run the process immediately

Selected processes will be executed through the Knox Messages command.

Comparing Process, Task and Events

You can compare different versions of processes, tasks, and events created in RPA Designer.

To check the process flow structure, follow the below steps:

1. Click Process > Process Flow List.

2. Select the desired project from the Process Flow List.

3. click the icon. The process flow 'version history' pop-up window is displayed.

4. Select two versions you want to compare from the version history pop-up window.
5. Click the Icon. The version history pop-up window is displayed.

Managing Process Flows

Comparing Process Flow Structure

You can compare different versions of process flow created in RPA Designer.

To check the process flow structure, follow the below steps:

1. Click Process > Process Flow List.

2. Select the desired project from the Process Flow List.

3. click the icon. The process flow 'version history' pop-up window is displayed.

4. Select two versions you want to compare from the version history pop-up window.
5. Click the Icon. The version history pop-up window is displayed.

Importing Process Flows

You can import Process flows  from other tenants or PCs. 

Select the method to import the process flow according to the following procedure.

1. Click Process > Project Flow List > Project Flow List. The "Import" pop-up window will appear.

2. Click to Import Projects.

Importing from Tenant (Process Flow)

You can import process flows from other tenants.

To import a process flow, complete the following steps:

1. Click Process > Process Flow List > Process Flow List . The "Import" pop-up window will be displayed.

2. In the "Import" pop-up window, click Import from Tenant .

3. Select the tenant and process flow you want to import the process flow, and then click Next .

4. Newly created shared resources and Queues through process flow import are displayed in the list. After checking the list of items displayed , click Import .

5. Click OK on the Import confirmation pop-up window .
6. Click OK on the Import Complete pop-up window .

The selected process flow has been imported to the current tenant.

Importing from PC (Process Flow)

You can import the process flow using the Brity RPA Designer file (ipa) on your PC.

To import a process flow, complete the following steps:

1. Click Process > Process Flow List > Process Flow List . The "Import" pop-up window will appear.

2. In the "Import" pop-up window, click Import from PC .

3. If a password is set in the Brity RPA Designer file (ipa), enter the password when prompted for password.

4. Click search.

5. Click OK in the confirmation window "Are you sure you want to check the IPA file?"

6. Click Next; after confirming the displayed information, The process flow basic information to be created via the file is displayed. 
7. After checking the list of resources that can import process flow components to be created through a file, click Import.

8. Click OK on the import confirmation pop-up window .
9. Click OK on the Import Complete pop-up window .

A process flow is created in the file in the tenant you are currently using.

Executing Jobs

You can execute a new job by assigning an activated process and an RPA Bot for the job.

To execute a job, complete the following steps:

1. Move menu to Monitoring > Bot status or Monitoring > Job execution historymenu and click on the New Job button to display the "New Job" popup.

2. Select a process or process flow to execute and click Next.

3. Select an RPA bot to run the job on the "Execute job" pop-up window, and then click Next.

   You can select a specific RPA Bot group or a bot. If you select All, allocate the Bot that can be performed at the time of allocation to the RPA Bot with the longest idle time.

4. If the selected process requires parameters, parameter information is displayed.
5.  If a parameter is required for the selected process, enter the parameter and check the reexecution settings when the result fails. If you configure reexecution when the result fails, reexecute Job again within the maximum number of attempts entered by the user under the same job parameters when the Job fail. If result is success or the user stops the Job, it will no longer reexecute.

6. Click Execute.
7. Check the estimated start time and the performance time on the execute confirmation pop-up window, and then click OK.

The job will be executed according to the set request.

Executing Reserved Jobs

You can schedule job executions.

To schedule a job execution, complete the following steps:

1. Click Schedule > Scheduled job > + Register Schedule. The “Register Schedule” pop-up window will be displayed.

2. Set Title, Start Time, Frequency, Period, and other properties.

   For advanced settings, such as excluding certain anniversaries (holidays), click + Advanced Setting.

3. Click Next.

4. Select a process to reserve and click Next.

5. Select an RPA bot to execute the process, and then click Next.

6. If a parameter is required for the selected process, enter the parameter and check the reexecution settings when the result fails.
7. Click Register.
8. Click OK on the reservation complete pop-up window.

The job has been reserved, and will be displayed on the calender. For more information about job execution procedures, see Executing Jobs.

Checking Server Handler

Execute process flows that has predefined names when certain events (API) are called.

However, in the following situations, the process flow will not be executed even if the event occurs:

• the process flow with the predefined name does not exist

• the process flow has not been activated

• the process flow was put in stop state

When a process flow is executed, the parameters defined for each event type will be transferred to the process flow parameters.

Since the process flow will be executed by the administrator ID of the tenant you are currently logged in, the administrator must have permission for the process flow in order to execute it.

Leveraging Discovery

Monitoring

The administrator can monitor the operation status of the RPA solution, and manage bots. By monitoring the solution, you can have an overview of process/bot execution status, check errors, and improve work automation efficiency.

"Monitoring" explains the following topics:

• Monitoring RPA Solution

• Monitoring and Controlling RPA Bots

• Monitoring Jobs

• Monitoring Process Flows

Monitoring RPA Solution

You can monitor the operation ratio of RPA Bots, job execution status, and service operation status of RPA solution on the Admin Portal main page.
Click  on the top-left corner of the screen to enter the Admin Portal main page.

Monitoring and Controlling RPA Bots

You can monitor the status of bots operating, and control the bots.

Click Monitoring > Bot status.

Monitoring Bots

You can monitor the bot operation status, and select a specific bot to control.

Monitoring and Controlling RPA Bots Individually

Select a bot to monitor and control. You can view the bot information and check the operation history. 
For more information about monitoring and controlling the bots operating at the moment, see Real-time RPA Bot Monitoring and Controlling.

Bot Info

You can check the bot information details, change the bot name, and edit property values.

Click Bot Info to display the “Bot Info” pop-up window, and then perform the following tasks: check the bot information details, change the bot name, and edit its property values.

If you have permission to change the owner, a "change" icon will be displayed to the right of the owner's ID information. Clicking on the icon will create a "Change Owner" popup, where you can change the owner by selecting a user.

Click Property Setting next to Change Bot Settings to edit property values.

You can edit Bot Info by clicking on Account setting next to the Change bot settings properties.

Viewing the Bot History

Click History to check the bot’s job execution history.

Stop Job/Pause Bot/Resume

Click Stop Job to stop an operating bot and end job execution.

Click Pause Bot to pause an active bot.

Click Resume to resume the bot’s operation.

Real-time RPA Bot Monitoring and Controlling

You can monitor and control the screen of bots operating at the moment, in real time.

To monitor and control a bot, complete the following steps:

1. Click Monitoring > Bot status to select the bot you want to monitor and control, and then click .

2. Click Current screenshot.

You can monitor the selected bot, and use your mouse and keyboard to control the bot.

Monitoring Jobs

You can monitor the jobs running at the moment and the execution history.

Click Monitoring > Job execution history.

Managing waiting job

You can change waiting job settings or stop the job which you selected.

Waiting job stop

You can query a waiting Job and select a Job that the user wants to batch to stop. When you click the Job Stop at the top of the Job history list, a Job Stop popup is displayed.

Waiting job settings

You can change some of the settings for the waiting Job. To avoid affecting the task of allocating Job to the Bot (Group), it is reflected in a batch when job allocation is not performed, so it takes some time to change the setting.

Checking job results

You can check the results and performance history of the completed job.

Job Report

You can check the information on the completed job in the form of a grid view. Click in the Action column of the Job History list, and the Job Report pop-up window is displayed.

Retrying a job

Retry the job after it has been completed by changing some settings.

Job retry

You can retry the job by specifying the target bot (group) to retry the job and redo the on-failure setting. A retry pop-up is displayed if you click in the Action column of the Job History list.

Monitoring Process Flows

You can monitor the process flow execution status.

Click Monitoring > Process flow history.

Process flow history

You can view the list of process flows.

Process Flow Details

You can check the details of a process flow.

Click a process flow in the process flow list to view the details.

WAIT type process flow details pop-up window

For WAIT type processes, Process Detail will be displayed along with other properties on the pop-up window.

Scheduling

You can reserve RPA solution tasks, monitor the reserved tasks, check bot operation status, register anniversaries to the portal, and manage the registered anniversaries.

“Scheduling" explains the following topics:

• Scheduled Jobs

• Bots Scheduling

• Managing Anniversaries

• Job Trigger Management

Click Schedule on the Admin Portal main page.

Monitoring Scheduled Jobs

You can schedule jobs, check the details of scheduled jobs, and monitor the jobs.

Click Schedule > Scheduled job to check scheduled jobs.

Scheduled job monitoring screen (Calendar tab)

You can view the overall schedule and status of jobs in calendar.

Scheduled task monitoring screen (Schedule tab)

You can view the overall schedule and status of jobs in a list, and run the jobs.

Operating Bots

You can check bot schedule, and monitor the bots.

Click Schedule > Bot scheduling.

• The schedule is divided into two sections: past section and future section. The past section is colored gray. The future section is colored white.

• Click on the future section to schedule a new job. To display this icon, put the mouse pointer on a blank cell in the future section.

Scheduling Status

You can view the status of scheduled jobs, and edit or delete jobs.

Managing Anniversaries

You can add and manage anniversaries.

Click Schedule > Anniversary mgmt..

Adding Anniversaries

You can add anniversaries to the Admin portal, such as national holidays, company holidays, and lunar calendar holidays. Added anniversaries will be displayed on the calendar.

To add an anniversary, complete the following steps:

1. Click Schedule > Anniversary mgmt. > Add. The “Add Anniversary” pop-up window will be displayed.

2. Enter the anniversary information.

3. Click Save.

4. Click OK on the save complete pop-up window.

The anniversary has been added. The added anniversary will be displayed on the anniversary list or calendar.

Uploading Anniversaries

You can add anniversaries to the Admin Portal by uploading txt or ICS format calendar files.

To upload an anniversary, complete the following steps:

1. Click Schedule > Anniversary mgmt. > Upload. The “Anniversary File Upload” pop-up window will be displayed.

2. Set upload period and click Select File.

3. Select the txt or ICS format anniversary file to upload, and then click Open.

4. Click Upload.

5. Click OK on the upload complete pop-up window.

The anniversary read from the file has been added to the Admin Portal.

Downloading Anniversaries

You can download registered anniversaries on the Admin Portal as a txt or an ICS file.

To download an anniversary, complete the following steps:

1. Click Schedule > Anniversary mgmt..

2. Select an anniversary to download from the anniversary list.

3. Click Download.

The selected anniversary will be downloaded as a txt or an ICS file.

Searching Anniversaries

You can search specific anniversaries.

To search an anniversary, complete the following steps:

1. Click Schedule > Anniversary mgmt..

2. Enter search conditions.

3. Click Search.

Results that match the search conditions are displayed. To reset the search conditions, click Reset.

Deleting Anniversaries

You can delete the anniversaries registered on the Admin Portal.

To delete an anniversary, complete the following steps:

1. Click Schedule > Anniversary mgmt..

2. Select an anniversary to delete from the anniversary list.

3. Click Delete.

4. Click OK on the delete confirmation pop-up window.

5. Click OK in the delete complete pop-up window.

The selected anniversary has been deleted.

Managing unapplied scheduled jobs

You can manage scheduled jobs for which the added holiday anniversaries are not applied.

To manage unapplied scheduled jobs, follow the steps below.

1. Click Schedule > Anniversary mgmt.

2. Select a task with a number in the Unapplied Scheduled job column from the anniversary list

3. Click on the number.

4. Select a scheduled task that can exclude anniversaries and click Apply..

Managing Job Triggers

The person in charge can create a trigger to execute a job when a specific event occurs. For example, the rep can use the status of a message in the queue, receive an email, call https, etc. In addition, information such as Process, Bot, and Parameters that are executed when the trigger is executed can be saved together. The created trigger can be kept enabled/disabled, and it can also be modified/deleted.

"Managing Job Triggers" explains the following topics:

• Managing Job Trigger List

• Creating Job Trigger

• Modifying Job Triggers

• Trigger Information

• Enabling Job Trigger

Managing Job Trigger List

You can perform various tasks to manage saved triggers. You can search the necessary triggers through the search bar and filter. You can check the information of the inquired triggers, and delete/activation processing is possible. In addition, you can check the trigger condition, process, creator, and execution history in detail through a popover by clicking on the column. You can also move to the registration/modification/detailed inquiry pop-up.

All triggers registered to the tenant the user logged in to are queried in the admin portal. If the user has administrator privileges or is the creator of the trigger, they can view, edit, delete, and activate. Users who do not have such privileges will see "No Privileges" displayed in some columns and cannot use edit, delete, or enable.

To check the Job trigger list management, complete the below steps:

1. Click Schedule > Job trigger mgmt .

2. Check the list of job triggers.

Creating Job Trigger

You can create job triggers through the new Job Triggers screen. For example, you can create a trigger by entering information in the following order: "Event" - "To Do" - "Automated Bot" - "Job Settings."

To create a Job Trigger, complete the following steps:

1. Click Schedule> Job trigger Mgmt; click the New Job Trigger button to display the "New Job Trigger" pop-up window.

2. Click Next after entering event information for the condition under which the trigger is executed.

3. Click Next after selecting the process to run.

4. Select the RPA bot (group) to run the job and click Next.

   Select specific RPA bots or groups. If you select All, the RPA bot with the longest idle time among bots can be executed when the assignment is assigned.

5. Enter parameters, rerun on failure settings and immediate activation information if required, and click Register.

Modifying Job Triggers

You can edit the job trigger through the Edit Job Trigger screen if there is no job trigger execution history. You can modify triggers by entering information in the following order: "Event" - "To Do" - "Automated Bot" - "Job Settings." The steps of "Action item"-"Automation bot"-"Job setting" are the same as for registering a job trigger, and inputting "event" information is also possible in the same way as registering a job trigger except for the trigger name and type.

To Modify Job Trigger, follow the below steps:

1. Click Schedule> Job trigger Mgmt; click the “Trigger Name” column of a trigger with no execution history in the trigger list, and click the Edit Job Trigger button to display the “Edit Job Trigger” pop-up window.

2. Click Next after entering the conditions under which the trigger is executed

3. Click Next after selecting the process to run.

4. Select the RPA bot (group) to run the job and click Next.

   You can select specific RPA bots or groups. If you select All, the RPA bot with the longest idle time among bots can be executed when the assignment is assigned.

5. Enter parameters, rerun on failure settings and immediate activation information if required, and click Register.

Trigger Information

If you have a trigger execution history or do not have edit rights (created directly by the user or administrator rights). In that case, you can inquire about the job trigger information through the trigger information pop-up screen by clicking the “trigger name” column in the job trigger list.

If you don't have permission, some information will appear "Unauthorized."

You can inquire detailed job triggers through the procedure below.

1. Click Schedule> Job trigger Mgmt.

2. Click the "Trigger Name" column of the trigger with execution history in the trigger list to display the trigger information pop-up window. Alternatively, the trigger information pop-up window is displayed by clicking the “trigger name” column of a trigger that you do not have permission to modify in the trigger list.

Enabling Job Trigger

Triggers can be modified to be enabled/disabled. If the entered trigger execution condition is met in the active state, the job is executed. The job is not executed even if the trigger condition is met in the deactivated state. If you don't have permission, the Activation toggle button will read "No permission."

You can enable/disable job triggers through the procedure below.

1. Click Schedule> Job Trigger Mgmt.

2. Click the button to change the activation/deactivation status; if a toggle button is activated in the "Active" column of the trigger list.

Managing Reports

You can view the operation data of RPA solution in charts. The charts provide you an overview of information crucial to operating RPA solution effectively. You can select a time period in which you want to view the data, or download charts as Excel files.

“Managing Reports" explains the following topics:

• Adding Reports

• Viewing Reports

• Editing Reports

• Copying Reports

• Deleting Reports

Click Report on the Admin Portal main page.

Adding Reports

You can add a new report.

To add a new report, complete the following steps:

1. Click System > Report mgmt. > Category (ex. Job Execution Data) > Add. The “Chart Add” pop-up window will be displayed.

2. Enter the information of the report.

3. Click Apply.

4. Check the information of the report.

5. Click Save.

6. Click OK on the add confirmation pop-up window.

The new report has been added.

Viewing Reports

You can view reports by period, and download them as Excel files.

Click Report > Category (if the number of
 category is over 2) to display the report list, and then click the report you want to view.

Editing Reports

You can edit the existing reports.

To edit a report, complete the following steps:

1. Click System > Report mgmt. > Category (ex. Job Execution Data) > Report you modify .

2. Click the name of the report to edit in the report list. The “Chart Modification” pop-up window will be displayed.

3. Edit the report information.

4. Click Apply.

5. Check the chart and the table.

6. Click Save.

7. Click OK on the save complete pop-up window.

The report has been edited.

Copying Reports

You can copy the existing reports.

To copy a report, complete the following steps:

1. Click System > Report mgmt. > Category (ex. Job Execution Data) .

2. Hover your mouse cursor on the report. “Copy” button will be displayed.

3. Click Copy.

4. Click OK on the copy complete pop-up window.

5. Check the chart you copied

Deleting Reports

You can delete the existing reports.

To delete a report, complete the following steps:

1. Click System > Report mgmt. > Category (ex. Job Execution Data) .

2. Hover your mouse cursor on the report. “Delete” button will be displayed.

3. Click Delete.

4. Click OK on the copy complete pop-up window.

5. Check the deleted chart

Using Queues

Administrators can create and manage user queues for distributed/parallel processing of data through RPA. 

Queue, a data structure to temporarily store data, works based on the “First In, First Out (FIFO)” principle where data that comes first is processed first. By registering regular data or files to the user queues, you enable multiple bots to simultaneously process jobs without overlapping. For example, you can enter data pertaining to simple and repetitive tasks to a user queue, and set bots to process the data. 

Queue management tasks such as creating, editing, and deleting can be efficiently handled on the Admin Portal, and the queues on the portal can be put into use via activity cards in the Designer’s QueueChannel library.

“Using Queues” explains the following topics:

• Adding User Queues

• Using Queues on Designer

• Managing Queues

• Viewing Queue Information

• Setting Permissions for User Queues

Click Queue on the Admin Portal main page.

Adding User Queues

You can register new queues by clicking + New User Queue. 
Queues that are not registered, or not within the current user’s permissions will not be available for use on Designer. 

To add a queue, complete the following steps:

1. Click Queue > + New User Queue. The “Add User Queue” pop-up window will be displayed.

2. Click Save.

3. Click OK on the save confirmation pop-up window.

The new user queue has been added.

Importing user queue

Queues used in RPA solutions can be obtained from other tenants.

To import a queue, follow the below steps:

1. Click Queue > Import. The "Import" pop-up window will be displayed.

2. Select the tenant to get queues; a list of queues is displayed in the tenant.

3. Click Next.

4. Check the list of items displayed with the phrase "Are you sure you want to import the queue of (Queue name}?") and click Import

5. Click OK in the import confirmation pop-up window.
6. Click OK in the import complete pop-up window

Using Queues on Designer

You can use the registered queues when designing automation processes on Designer. Use the Queue library feature on Designer to connect to the queues registered on the Admin Portal, send/receive data, delete data.

Launch the RPA Designer, and then enter “queue” in the library search field.

Connecting to Queues

Connect to registered user queues on the Admin Portal via QueueOpenChannel activity card. Click ChannelName property in the top-right corner to select a registered queue.

Using Queues

Activity cards QueueSendData, QueueRecieveData, QueueClearData can be used as follows:

• QueueSendData: Send string or file data to a certain queue.

• QueueReceiveData: Receive data from a certain queue.

• QueueClearData: Delete string or file data from a certain queue.

QueueSendData

Send string or file data to the queue you have selected.

QueueReceiveData

Receive data from the queue you have selected.

QueueClearData

Delete string or file data from the queue you have selected.

Stopping the Queue Use

Use QueueCloseChannel activity card to stop using the queue.

Managing Queues

You can monitor which user queues have been registered to the portal, by whom and when the user queues were used, and manage the queues you are monitoring.

Click Queue on the Admin Portal main page.

Viewing Queue Information

You can view the queue information to perform the following tasks: check messages input, send data, download/delete messages, set permissions for the queue.

To view the queue information, complete the following steps:

1. Click Queue.

2. Put the mouse pointer on the queue card you want to view, and then click . The “Queue Info” pop-up window will be displayed.

3. Click Save to save the changes you have made.

Changes have been saved.

Setting Permissions for User Queues

You can set permissions for each registered user queue to allow only specific user groups to use them.

To set permissions for a queue, complete the following steps:

1. Click Queue.

2. Put the mouse pointer on the queue card you want to view, and then click . The “Queue Info” pop-up window will be displayed.

3. Click Permission. The “Permission” pop-up window will be displayed.

4. Select a user group, set permissions for the group, and then click Save.

Permissions for the queue have been set.

Managing OCR

Administrators can register templates for OCR reports, edit the templates, manage categories/fields in templates, and manage the OCR reports.

“Managing OCR” explains the following topics:

• Managing OCR Templates

• OCR Reports

• Managing Categories/Fields

Click OCR on the Admin Portal main page.

Managing OCR Templates

You can manage the templates for the OCR on the Admin Portal.

Click OCR > Template mgmt..

Managing OCR Templates

You can view the templates for OCR on the Admin Portal. Click a template to check and edit the details.

Registering OCR Templates

You can add a new template by registering an image document.

To add a new template, complete the following steps:

1. Click OCR > Template mgmt. > + Add template. “Add template” pop-up window will be displayed.

2. Click next to the main image. The image for the template will be added, and fields/tables will be available for selecting from the image.

3. Click the area you want the RPA Solution to recognize and use as a label, and then click .

4. Click the area you want the RPA Solution to recognize and use as data, and then click .

5. Click table data that have repetitive rows, and then add it to Table.

   • If you want to add an entire table to Table, click the table and click .

   • If you want to add some labels from the table to Table, click the table and click .

6. Specify whether the registered field is required, and then select the data type.

7. Select Expression and enter value in Parameter according to the selected data type. For details about expressions and parameter values, refer to “Field Types” table below.

• Field Types

8. Click Save.

9. Click OK on the save confirmation pop-up window.

The new template has been added.

Editing OCR Templates

You can edit the registered OCR templates.

Click OCR > Template mgmt., and then click the template you want to edit.

Deleting OCR Templates

You can delete the templates you want.

To delete a template, complete the following steps:

1. Click OCR > Template mgmt..

2. Put the mouse pointer on the template you want to delete, and then click in the top-right corner.

3. Click Delete template.

The template has been deleted.

OCR Reports

You can view the results of how OCR templates have performed on Designer.

Viewing OCR Reports

You can view the overall results of the template executions on Designer.

Click OCR > OCR Report.

Managing Categories/Fields

Managing Categories

You can manage the categories you have added during template creation.
You can add new categories, edit categories, delete categories, and search categories by category name or field name.

Click OCR > Category mgmt..

Managing Fields

You can manage the fields in OCR templates.
You can add new fields, edit fields, delete fields, and search fields by name or recommended field.
Fields that were defined in advance will be mapped on the template automatically.

To manage OCR template fields, complete the following steps:

1. Click OCR > Category mgmt..

2. Find the category that contains the fields you want to manage, and then click the number under Field column. The “Field Management” pop-up window will be displayed.

3. Click Save once editing is done.

The fields have been updated.

Adding Categories/Fields

Adding Categories

You can add a new category.

To add a new category, complete the following steps:

1. Click OCR > Category mgmt. > Add. The “Add Category” pop-up window will be displayed.

2. Enter a name for the category in Category name. Only alphabetic characters, numbers, and special characters '-', '_', ',' ,'.', '(', ')', '/’ are allowed.

3. Click Save.

The category has been added.

Adding Fields

You can add new fields to a category.

To add a new field, complete the following steps:

1. Click OCR > Category mgmt..

2. Find the category to which you want to add the new field, and then click the number under Field column. The “Field Management” pop-up window will be displayed.

3. Click Add. A blank field has been added.

4. Enter Field Name and Recommend, and then set Required, Type, Expression, Parameter.

5. Click Save.

The new field has been added to the category.

Field Type and Regular Expression

You can set the type and the regular expression of the newly added field. For details about types and regular expressions, refer to Field Types table below.

• Field Types

Editing Categories/Fields

Editing Categories

You can change the name of each registered category.

To change the name of a category, complete the following steps:

1. Click OCR > Category mgmt..

2. Find the category of which name you want to change, and then click the category’s name. The “Edit Category” pop-up window will be displayed.

3. Enter a new name for the category in Category name. Only alphabetic characters, numbers, and special characters '-', '_', ',' ,'.', '(', ')', '/’ are allowed.

4. Click Save.

5. Click OK on the save complete pop-up window.

The name of the category has been changed.

Editing Fields

You can edit the properties of the registered fields.

To edit a field, complete the following steps:

1. Click OCR > Category mgmt..

2. Find the category that contains the field you want to edit, and then click the number under Field column. The “Field Management” pop-up window will be displayed.

3. Click the property, and then edit the value.

4. Click Save.

5. Click OK on the save complete pop-up window.

The field properties have been edited.

Deleting Categories/Fields

Deleting Categories

You can delete the categories you want from the category list.

To delete a category, complete the following steps:

1. Click OCR > Category mgmt..

2. Find the category you want to delete, and then select the checkbox next to the category’s name.

3. Click Delete.

4. Click OK on the delete confirmation pop-up window.

The selected category has been deleted.

Deleting Fields

You can delete the fields you want from the field list.

To delete a field, complete the following steps:

1. Click OCR > Category mgmt..

2. Find the category that contains the field you want to delete, and then click the number under Field column. The “Field Management” pop-up window will be displayed.

3. Select the field you want to delete.

4. Click Delete.

5. Click Save.

6. Click OK on the delete complete pop-up window.

The selected field has been deleted.

Managing the System

The Administrators can manage necessary assets for operating RPA solution, including: users, licenses, shared resources, messages, chart screens, and histories.

“Managing the System" explains the following topics:

• Managing Users

• Managing Group Permissions

• Managing Licenses

• Managing Messages

• Managing Shared Resources

• Managing Histories

Click System on the Admin Portal main page.

Managing Users

You can manage the users of the Admin Portal. 

Click System > User.

User management screen

You can view the list of users in the Admin Portal. You can view and edit the details of each user on the list by clicking their names.

Registering Users

To use the RPA Solution, you must register a user.

To register a user, complete the following steps:

1. Click System > User > Add. The “Add User” pop-up window will be displayed.

2. Enter the user information.

3. Click Save.

4. Click OK on the save confirmation pop-up window.

5. Click OK on the save complete pop-up window.

The new user has been registered to the Admin Portal.

If the trigger is of type https, you can change the parameter if the selected process has parameters.

Searching Users

You can enter conditions and search users.

To search a user, complete the following steps:

1. Click System > User.

2. Enter search conditions.

3. Click Search.

The results that match the conditions are displayed.
To reset the set search conditions, click Reset.
For details on each user, click the name of the user on the list.

Edit Users

You can edit information or permissions for specific users.

To edit a user's information or permissions, follow the steps below.

1. Click System > Users.

2. Click and check the user you want to edit in the user list.

3. Click OK in the Save Confirmation pop-up window.

4. Click OK in the Save Complete pop-up window.

The user has been edited from the Admin Portal.

Deleting Users

You can delete users from the Admin Portal.

To delete a user, complete the following steps:

1. Click System > User.

2. Find the user you want to delete, and then select the checkbox next to the user’s name.

3. Click Delete.

4. Click OK on the delete confirmation pop-up window.

5. Click OK in the delete complete pop-up window.

The user has been deleted from the Admin Portal.

Managing Group Permissions

You can manage the user groups in the Admin Portal, and the license groups for RPA Designer and RPA Bot.
Click System > Group auth. mgmt..

Group management screen

You can view the list of the groups in the Admin Portal, and set available menu for each group. 

Groups are classified into the following four types according to set permissions and members:

• User: The User group includes the RPA solution users, and has permission over RPA resources. You can access job executions and RPA resources with the permissions this group grants.

• Client: The Client group includes Designer and bots and does not have permissions for RPA resources. This group can serve as an individual unit to be monitored, and as a unit for executing jobs.

• Default: The Default group refers to the group that includes all users, or all clients, under the group type. User group and Client group have the default group within each.

• Administrator: The Administrator group has permission over all RPA resources. A user group can be set to this type.

Adding Groups

You can create new user groups and client groups and add them to the Admin Portal.

To add a group, complete the following steps:

1. Click System > Group auth. mgmt. > Add. The “Add Group” pop-up window will be displayed.

2. In the Group Type drop-down list, select User Group to add an Admin Portal User group, or select Client Group to add an RPA Designer group/RPA Bot license group.

3. Enter a name and description for the group, and set Default Group state.

4. Click Save.

5. Click OK on the save confirmation pop-up window.

6. Click OK on the save complete pop-up window.

The new group has been added.

Searching Groups

You can enter conditions and search groups.

To search a group, complete the following steps:

1. Click System > Group auth. mgmt..

2. Enter search conditions.

3. Click Search.

The groups that match the set conditions are displayed.
To reset the search conditions, click Reset.
For details about each group, click the name of the group in the list.

Deleting Groups

You can delete groups from the Admin Portal.

To delete a group, complete the following steps:

1. Click System > Group auth. mgmt..

2. Find the group you want to delete, and then select the checkbox next to the group’s name.

3. Click Delete.

4. Click OK on the delete confirmation pop-up window.

5. Click OK in the delete complete pop-up window.

The group has been deleted from the Admin Portal.

Managing Administrator Groups

You can set each group to Administrator group. Users in the Administrator group can use all projects and shared resources.

To set a group to Administrator group, complete the following steps:

1. Click System > Group auth. mgmt..

2. Find the group you want to set, and then click N under the Admin Group column.

3. Click OK on the change confirmation pop-up window.

4. Click OK on the change complete pop-up window.

The group has been set to Administrator group.

To set an Administrator group back to User group, click Y under the Admin Group column of the group you want to set.

Managing User Groups

You can manage users in a group.
If the group type is a client group, manage the RPA Bot as a group.

To add a user to the group or delete from the group, complete the following steps:

1. Click System > Group auth. mgmt..

2. Find the group you want to add a user to or delete from, and then click the number under the Configured user. The “Link User” pop-up window will be displayed.

3. Select the checkbox for the user you want to add, or deselect the checkbox for the user you want to delete.

The user has been added to (or deleted from) the group.

Managing Bot Groups

You can manage bot groups within a user group.

To add or delete bot groups within a user group, complete the following steps:

1. Click System > Group auth. mgmt..

2. Find the bot group you want to add a User group to or delete from, and then click the number under the Bot Group. The “Bot group” pop-up window will be displayed.

3. Select the checkbox for the User group you want to add, or deselect the checkbox for the User group you want to delete.

4. Click Save.

5. Click OK on the save confirmation pop-up window.

6. Click OK on the save complete pop-up window.

The user has been added to(or deleted from) the group.

Adding Work Groups

You can add new work groups.

To add a new work group, complete the following steps:

1. Click System > Group screen mgmt. > Add. “Add Workgroup” pop-up window will be displayed.

2. Enter the Workgroup ID, Workgroup name, Description, and set Usable state.

3. Click Save.

4. Click OK on the save confirmation pop-up window.

5. Click OK on the save complete pop-up window.

The new workgroup has been added.

Adding Items to Workgroup Menu

You can add items to to each workgroup’s menu.

To add an item to a workgroup’s menu, complete the following steps:

1. Click System > Group screen mgmt. > Add.

2. Find the workgroup to which you want to add the item, and then click Menu settings. The “Menu settings” pop-up window will be displayed.

3. Select the menu item to add.

   If you want to delete an item from the list, select the checkbox for the item on the list and then click Delete.

4. Click Register.

5. Click OK on the add confirmation pop-up window.

The item has been added to the workgroup’s menu.

Managing Licenses

The license of the RPA Designer (including the Stand-alone Designer), the RPA Bot (including the Attended Bot) can be managed. The license is granted one for each RPA designer and RPA bot, and shows the license information assigned to the tenant currently accessed by the tenant-license settings managed by Tenant Portal.
Click System > License mgmt..

License management screen

You can check the license list of RPA Designer and RPA Bot. You can add a description to the license information and check and initialize the active client information.

The activation date and time is the last time the activation was performed, and in the case of the end use date and time of token issuance, it is displayed only for clients that are activated online and can communicate with the server.

Information is not displayed if it is operated in an environment where communication with the Attended Bot/Stand-alone Designer and server is not enabled in an offline environment.

Searching Licenses

You can enter conditions and search registered licenses.

To search a registered license, complete the following steps:

1. Click System > License mgmt..

2. Enter search conditions.

3. Click Search.

The registered licenses that match the specified search conditions are displayed. To reset the search condition, click Reset.
For details about each license, click the name of the license in the list.

Initializing licenses

To change the PC you want to use or initialize client information, you must initialize an enabled RPA bot / designer or Attended bot / Stand-alone Designer license.

The license can be initialized via an Admin Portal or a direct deactivation request from the client.

However, for Attended Bot / Stand-alone Designer that supports offline mode, the server does not support the initialization function and a deactivation request must be made directly through the client. Since the Attended Bot / Stand-alone Designer is not managed by privilege, it is handled without special verification when requesting deactivation from the client.To initialize a license, complete the following steps:

1. Click System > License mgmt..

2. Search the license to initialize.

3. Select the checkbox for the license to initialize.

4. Click Initialize.

5. Click OK on the initialize confirmation pop-up window.

6. Click OK on the initialization complete pop-up window.

The license has been initialized.

System information Screen

You can view the bot information for each license.

To view the bot information, complete the following steps:

1. Click System > License mgmt..

2. Click on the Client ID to view the information. The “Bot Information” or “Designer Information” popup is displayed.

3. If you want to change the name of the client, enter a new name in Name and then click Save.

The system information has been edited.

In case of "Bot Information" popup, it supports additional function. For more information, please refer to the Bot Information.

License Expiry Information

Check the information about the expiration date of the applicable license

Based on the license applied to the current server, if there is a license that expires within 30 days based on the license period of the Orchestrator solution or individual Bot / Designer, the red color at the top of the menu title reads, "You have a license that expires in n days." A message is displayed.
Click on the text, and you will see a popup with license expiration information, as shown below.

The following information is provided for each Orchestrator solution license period and Bot / Designer (including Lite) so that you can respond before the license expires by providing the information about the expire license. For example, "M cases out of n cases (within seven days: o cases, within 30 days: p cases) will expire."

Managing Messages

You can manage messages in RPA Solution.
Click System > Message mgmt..

Message management screen

You can click on a message to check and edit the detailed information.

Searching messages

You can enter conditions and search messages.

To search a message, complete the following steps:

1. Click System > Message mgmt..

2. Enter search conditions.

3. Click Search.

Messages that match the set conditions are displayed. To reset the search conditions, click Reset.

For more details about each message, click the key value under the Key column.

Editing Messages

You can edit messages.

To edit a message, complete the following steps:

1. Click System > Message Mgmt..

2. Find the message you want to edit, and then click the key value under the Key column. The “Edit Message” pop-up window will be displayed.

3. Edit the properties.

4. Click Save.

5. Click OK on the save confirmation pop-up window.

The message has been edited.

Managing Temporary Resources

You can check the status of uploaded resources using the UploadResource function in RPA Designer.

Click System > Temporary Resource

Temporary Resource Management

Below is the list of temporary resources.

Adding Temporary Resources

You can add temporary resources for the RPA solution.

To add a temporary resource, complete the following steps:

1. Click System > Temporary Resource > Add . The "Add Temporary Resource" pop-up window is displayed.

2. After entering the temporary resource information, click Select File to add the resource you want to add.

3. Click Save .

4. Click OK in the Save Complete pop-up window .

The temporary resource addition is complete.

Editing Temporary Resource

Temporary resources can be modified.

To edit a temporary resource, complete the following steps:

1. Click System > Temporary Resource Management .

2. Find the temporary resource you want to edit and click the icon. The "Modify Temporary Resources" pop-up window is displayed.

3. Enter the value you want to edit

4. Click Save .

5. Click OK in the Save Confirmation pop-up window .

Modified temporary resource information is saved.

Managing Shared Resources

You can manage the shared resources, which are shared and used across RPA Designer and RPA Bot. Shared resources can be accessed and managed based on permissions each group has; Secure data and Credential data are encrypted.

Click System > Shared resource.

Shared resource management

You can view the list of shared resources.

Adding Shared Resources

You can add shared resources to use in RPA Solution.

To add a shared resource, complete the following steps:

1. Click System > Shared resource > Add. The “Add Shared resource” pop-up window will be displayed.

2. Enter the properties, and then add the resource by clicking Select File.

   File or string types are supported for shared resources and can be set to Secure data or Credential.

   If you select string or credential among classification and security data among type, special symbols can be entered in the value input field. When selecting the general type, some special symbols (<, >, &, ", ') cannot be entered.

3. Use tag for searching.

4. Click Save.

5. Click OK on the save complete pop-up window.

The shared resource has been added.

Importing Shared Resources

You can import shared resources to use in RPA Solution.

To import a shared resource, complete the following steps:

1. Click System > Shared resource > Import. The “Import” pop-up window will be displayed.

2. Select a tenant from which to import shared resources; a list of shared resources in that tenant is displayed.

3. After selecting the shared resource to import , click Next.

4. Check the list of items displayed with the phrase "Are you sure you want to import the value of (shared resource name}?") and click Import.

5. Click OK in the import confirmation pop-up window .
6. Click OK in the Import Complete pop-up window .

Searching Shared Resources

You can enter conditions and search registered shared resources.

To search a shared resource, complete the following steps:

1. Click System > Shared resource.

2. Enter search conditions.

3. Click Search.

Shared resources that match the set conditions are displayed. To reset the search conditions, click Reset.

For details about each shared resource, click the name of the shared resource in the list.

Setting Permissions for Shared Resources

Shared resources displayed on the Shared resource management screen are those within your permissions. You can set permissions for the resources on the list.

Click System > Shared resource to find the shared resource you want to set permissions for, and then click Permission. The “Shared resource Permission” pop-up window will be displayed.

Managing Histories

You can view certificates and tokens, and their issuance history.

Viewing Certificates

You can search and view certificates.
Click System > Certificate List.

Viewing Issued Tokens

You can inquire and retrieve the authentication token issuance information required for internal communication in the RPA system.
However, token issuance information is not retrieved after the token expiration time has elapsed for a certain period of time.
Click System > Issued Token List.

Audit Log Lookup

You can view and search bot user access logs, bot configuration change logs, and bot access logs. Click System > View Audit Log.

Managing Packages

Managing Client Installations

You can manage client installations that are common to RPA Designer and RPA bots. Client installations can be managed according to group permissions.

Click Package > Client Install Mgmt.

Manage Client Installations

You can view the list of client installations.

Adding Client Installation

You can add client installation to use in RPA Solution.

To add a shared resource, complete the following steps:

1. Click Package > Client Install Mgmt > Add. The “Add files for client deployment” pop-up window will be displayed.

2. Enter the properties, and then add the resource by clicking Select File or drag the file to add the resources.

3. Use tag for searching.

4. Click Save.

5. Click OK on the save complete pop-up window.

The resource file is added.

Searching for Client Installations

You can enter conditions and search registered Client Installations.

To search a client installations, complete the following steps:

1. Click Package > Client Install Mgmt.

2. Enter search conditions.

3. Click Search.

Client installation that match the set conditions are displayed. To reset the search conditions, click Reset.

For details about each client installation, click the name of the client installation in the list.

Setting Client Install Permissions

You can set permissions for client installations for RPA solution user groups.  

To set permissions for client installation, complete the following steps:

1. Click Package > Client Install Mgmt.

2. In the client installation permission list, click Permission for the file you want to change permission for. The “Permission” pop-up window will be displayed.

Web Designer

Starting the Web Designer

The RPA designer is edited, deployed to the server, and used as it provides a process flow in the form of a web designer.

Follow the below steps in the process flow in the Admin Portal web designer:

New

Menu

1. Click on the bottom-left corner of the Admin portal main page.

2. Click RPA Web Designer. The web designer will be displayed in a new tab.

Process Flow List

1. Click Process > Process Flow List.

2. Click the icon. The web designer is displayed in a new tab.

Process Flow Details

1. Click Process > Process Flow List .

2. Click the icon in the lower right corner .

3. Click on the icon. The web designer is displayed in a new tab.

Open

Process Flow Details

1. Click Process > Process Flow List .

2. Select the desired project from the process flow list .

3. Click the icon in the lower right corner .

4. Click on the icon. The selected web designer is displayed in a new tab.

Process Flow Details - FlowChart

1. Click Process > Process Flow List .

2. Select the desired project from the process flow list .

3. Click on the right icon.

4. Click Flowchart.

5. Click the Edit button. The selected web designer is displayed in a new tab.

Designing the Process Flow

Process Flow Web Designer

In the Process Flow Web Designer, the below areas are configured as follows:

Editing Process Flow

Through open, you can start editing by newly editing the process flow or calling a saved process flow. 

To edit the process flow, follow the below steps.

Create

1. To create a new one , click button in the process flow information area .

2. If there are unsaved contents, 'Do you want to save the process flow you were creating and create a new process flow?' Click 'Save' or 'Don't Save' in the confirmation window. Selecting 'Save' will allow you to enter a name and description if it has never been saved to your Personal Box.

3. If there is nothing to save, 'Do you want to close the process flow you were creating and create a new process flow?' In the confirmation window, click 'New'.

You can edit the new process flow.

Open

1. To call a saved process flow , click the process flow information area button.

2. If there are any unsaved contents, 'Do you want to save the process flow you were creating and open the process flow?' Click 'Save' or 'Don't Save' in the confirmation window. If you select 'Save', enter a name and description and save.

3. If there is nothing to save, an 'open' pop-up will appear immediately.

4. When the 'Open' process pop-up is displayed, select the process flow you wish to edit and click the 'Open' button.

You can edit an existing saved process flow.

Open a previously saved process flow

You can open a process flow by selecting an existing saved process flow or a file saved on your PC. The functions provided by the 'Open' pop-up are as follows.

Designer tab overview

You can edit the canvas using items in the tabs provided in the process flow.
The Libraries tab provides library cards that can be used in process flows.
For more information on individual libraries can be found in the Process Flow-dedicated library.
The Processes tab displays a list of processes that can be executed in the process flow and allows you to utilize the CallProcess feature.
The Variables and Common Resources tab provide information on variables and common resources currently used by the process flow being edited.

Configure designer tab area

In the designer tab, you can select the card required for diagram editing or check the process, variable, and shared resource information used in the process flow currently being edited.

Library

The library tab is classified as follows, and you can use it for process flow editing by dragging the required library card to the canvas area.

Process

The process tab is composed as follows and displays the 'used process' category used in the process flow currently being edited and the 'unused process' category that the currently connected user has authority over but has not yet used.
It can be used as a CallProcess library in process flow editing by dragging the required process card to the canvas area.

Variables and Shared Resources

The Variables and Shared Resources tab is configured as follows and provides information on variables and shared resources currently being used in the process flow being edited. It consists of a 'Variables' area and a 'Shared Resources' area, each providing additional functionality.

Designer Canvas

The canvas area is where you can create a flow chart by placing the activities included in the libraries by drag-and-drop.
In the canvas area, there are initial start and end nodes, and a new library card and process are connected between these nodes to form a process flow.

Configuring canvas area

The canvas area consists of an area for editing the process flow, for function buttons that can be used for editing/test execution, for adjusting aspect ratio enlargement/reduction, and a card navigator area, of which the card navigator will be described separately.

Adding a library card

You can select and drag one from the library tab on the left side of the canvas area to add it to the guide area between the start and end nodes when adding it for the first time.

If a card is already added, hovering the mouse over the arrow area between each node will display the area to be added, and releasing the mouse from that location will add the card.

Adding process cards

You can select one from the process tab on the left side of the canvas area and drag it to add it to the guide area between the start and end nodes when adding it for the first time.

The added process is changed from Unused Processes to Used Processes in the Processes tab.

You can select one from the process tab on the left side of the canvas area and drag it to add it to the guide area between the start and end nodes when adding for the first time.

Selecting library card

You can select library cards created in the canvas area. 

When a library card is selected, the property values ​​set for that card are displayed in the property area on the right side of the canvas. 

If you select multiple cards by dragging the area, the properties are not displayed, and you can use the function button area at the top of the canvas.

Moving a card

You can move the card to the desired location by dragging the added card.

After selecting a card, drag it to the arrow area between cards or to the bottom of another card to move it.

The added process is changed from Unused Processes to Used Processes in the Processes tab.

You can select one from the process tab on the left side of the canvas area and drag it to add it to the guide area between the start and end nodes when adding for the first time.

Deleting a card

You can delete the card.

After selecting a card, click the Delete button or press the Delete key to delete the card.

Undo and Redo

You can cancel adding, moving, or deleting cards in the canvas area.
Also, you can redo actions that were undone.

If you click the Undo button after adding a card, the added card will be deleted.

If you press the redo button, the deleted card will be recreated.

After moving a card, pressing the Undo button will return the card to its original position.

When you click the Redo button, it changes to the location you moved to first.

If you press the Undo button after deleting a card, the deleted card will be created.

Copy, cut and paste

After selecting the card to be copied in the canvas area, click the copy button at the top or press the shortcut key Cntr + C to copy the card.

After copying, the Paste button becomes active. Click the Paste button or press the shortcut Cntr + V.

When the card to be pasted is brought to the location, the area to be added is displayed, and when the mouse is clicked, it is pasted to that location.

After selecting the card cut in the canvas area, click the cut button at the top or press the shortcut keys Cntr + X to cut the card.

After cutting, the Paste button becomes active. Click the Paste button or press the shortcut Cntr + V.

When the card to be pasted is brought to the location, the area to be added is displayed, and when the mouse is clicked, it is pasted to that location.

The cut card is removed, and the cut card is created at the added location.

Designer Card Overview

Cards added to the canvas are shown in a tree-like hierarchical structure. Therefore, the user can intuitively grasp the overall structure of the process flow.

Organizing the card navigator

When you press the card navigator button, the card navigator area expands, and the button becomes active.
The entire structure of the process flow is presented hierarchically.

When a card is selected in the card explorer, the corresponding card is selected in the canvas area, and its properties are displayed. Similarly, when a card is selected in the canvas area, the corresponding card is also selected in the card navigator.

When selecting the title of a group card in the card explorer, the cards belonging to the group are selected, and the group card is selected in the canvas area. When selecting a group card in the canvas area, the corresponding group is also selected in the card navigator.

Designer Properties

The properties area appears when you select a card added to the canvas. In the properties area, you can edit the library's input values ​​so that the process flow performs the intended behavior.

Project property screen

The property area consists of the library name, guide, library description, property value edit, and description areas.