By going through this chapter, you will understand the User Portal’s features by each menu category, the tasks that a user can perform on the User Portal, how to perform such tasks.

“Using the User Portal” explains the following topics:

• Starting the User Portal

• Managing Processes

• Monitoring

• Scheduling

• Viewing Reports

• Using Queues

• Checking Notices

• Managing the System

Starting the User Portal

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

“Using the User Portal” explains the following topics:

• Browser Requirements

• Signing Up

• Logging In

• Editing Personal Information

• Logging Out

Browser Requirements

The User Portal is optimized for the Chrome browser.

Signing Up

1. Access the User Portal. For the exact address of the User Portal, contact your system administrator.

2. Click Sign Up at the bottom of the login page. You will be directed to the “Sign Up” page.

3. Enter the required personal information. Contact your system administrator to check your Tenant, which is under Additional Information.

4. Click Save. The initial password will be sent to the email address you have entered.

Logging In

You can log into the User Portal by entering the account ID and password on the login page.

To log in to the User Portal, complete the following steps:

1. Go to the login page of the User 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

Log in to your account in the User Portal.

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

2. Click on Open Brity RPA - Designer.

Editing Personal Information

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

To change your personal information, complete the following steps:

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

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

3. Edit information you want to change.

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

4. Click Save.

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

6. 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 in the bottom-left corner of the User Portal main page.

Checking Server Status

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

Click > About in the bottom-left corner of the User Portal main page.

Checking Privacy Policy

You can check the history of the latest and previous privacy policies.

Click Privacy Policy at the bottom of the login screen or by clicking Privacy Policy at the bottom left of the main page of the User Portal after logging in.

Managing Processes

The user 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 User Portal provides two features that enable users to activate and distribute projects/process flows: Project List and Process flow List.

“Managing Processes" explains the following topics:

• Managing Projects

• Managing Process Flows

• Utilizing Brity Discovery

Click Process on the User 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 Management 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 be displayed.

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.

3. Check the list of items displayed along with the message “The following items are going to be imported together. Do you want to proceed?” and then click Import.

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

The selected project has been imported to the tenant you are currently logged in.

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 an RPA project 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 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 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.

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.

Managing Process Flows

Comparing Process Flow Structure

You can import process flows from other tenants.

To import a process flow, complete the following 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 history menu 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.

4. Click Execute.

5. 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.

Leveraging Discovery

Monitoring

The user 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 User Portal main page.
Click  on the top-left corner of the screen to enter the User Portal main page.

Monitoring and Controlling RPA Bots

You can monitor the status of bots in operation, 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 its 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.

Click Edit next to Bot Property 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 result

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 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:

• Monitoring Scheduled Jobs

Click Schedule on the User Portal main page.

Monitoring Scheduled Jobs

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

You can click Schedule to view the reservation status.

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.

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 activate/deactivate 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.

Viewing 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.

Data displayed on each report on the main page are identical to those on the report details page, accessed by clicking More... on each report widget.

Viewing Reports

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

Click Report to display the report list, and then click the report you want to view.

Using Queues

Users 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 User 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 User 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.

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 User Portal, send/receive data, and 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 User Portal via QueueOpenChannel activity card. Click ChannelName property in the top-right corner to select a registered queue.

Using Queues

Activity cards QueueSendData, QueueReceiveData, 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.

QueueRecieveData

Receive data from the queue you have selected.

QueueClearData

Delete the 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 User 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, and set permissions for the queue.

To view a 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.

Checking Notices

You can check the notices registered on RPA Solution.

Click Notice on the User Portal main page on the upper right . If there is a new notice, a number  is displayed.

Managing the System

You can manage shared resources that are required for operating RPA Solution. 

"Managing the System" explains the following topics:

• Managing Shared Resources

Click System on the User Portal main page.

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 to go to the Shared resource management page.

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 > 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.

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.

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 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 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 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.

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. Put the mouse pointer on the client installation permission you want to change; click Permission. The “Permission” pop-up window will be displayed.