Automate Desktop

Getting Started with Automate Enterprise

Chapter 2 | Automate 101

Want to get to know the Automate Enterprise management console? Start here with this detailed tour of the product and learn how to easily navigate your way around Automate Enterprise. Join us on a guided tour of the Automate Enterprise management console. In this video, you’ll get an inside look at the various functionalities Automate Enterprise has to offer, including:

  • Overview of the Management Console and other components of Automate Enterprise
  • How to view and manage users and user groups
  • View task & workflow history
  • Overview of the Workflow Designer, an interactive flow diagram

Watch this chapter now and get started with Automate Enterprise.



[Voiceover:] Today we are going to cover our latest version of Automate Enterprise.

Automate Enterprise has a 3-tiered architecture comprised of a server, development client, and agent.

The server provides all of the management and reporting capabilities of Automate Enterprise.

Next, we have the development client. The development client [00:00:30] is used to manage and create the actual automated process and is comprised of three parts: the management console, workflow designer, and task builder.

And finally, you have the agent. The agent is a thin client installed in the background, which interprets and executes tasks sent by the server via TCPIP. The agent also detects system, application and network conditions in order to trigger workflows and make decisions within workflows. It is required on any machine you want execution to occur.

Why don't we see how all of this [00:01:00] fits together. Let's start by bringing up the management console. The management console provides a centralized point for management as well as administration. If you look at the available tabs on the bottom, you'll see a variety of options. Let's run through a few of these.

If we click on Reports, you'll see Charts and Tables. Under Charts, you can see Task and Workflow results as well as a duration time for each task and workflow. They are represented in a graphical output. Under Tables, you have more options. You can generate custom reports that monitor changes [00:01:30] and execution of workflows and tasks. The reports can be exported, printed or sent in an email.

Our Calendar feature allows you to see workflows in a day, week, or month view that are scheduled to run or even those that have already run as well as their status.

The DashBoard monitor, CPU and memory usage as well as queued and running workflows displays connected agents and is also highly customizable.

Agents has all of the available tasks [00:02:00] and process agents and even shows any agent groups that have been created. Here's where you can assign a particular agent to an agent group.

Under Users, you have the capability to create users and user groups. Add users to user groups as well as define permissions. When you create a user, you can either give them a unique Automate username and password or link it to an existing active directory account.

Under User Groups is where you can create user groups and also modify [00:02:30] permissions and add users.

The repository houses every task, condition or process ever created in Automate Enterprise. Objects in the repository can be organized under each individual user account folder or in custom created folders. These tasks and condition can be used in other workflows for the quick construction of an automated process.

And finally, workflows show every workflow that has been created and managed by the management console. Just like in the repository, [00:03:00] workflows can be organized under each individual user account folder or in custom created folders.

Next, let's take a look at the workflow designer. The workflow designer is a graphical representation of a particular business process. Think of it as an interactive flow diagram. If you look to the left at the list of available objects, you will see that we have the ability to create tasks, use flow control to apply logic and we also have these things called Events and Conditions. [00:03:30] With these events and conditions, you can trigger the workflow from a logical starting point. So we have things that deal with scheduling, keystrokes, but also conditions that monitor changes to things like file structures, databases, SharePoint environments, email inboxes, a whole bunch of different things.

Everything here is drag and drop. Simply choose something from the left and drag it over to the right. Why don't we go ahead and build out a sample workflow. First, let's drag over a new task and call it Run App. [00:04:00] If you notice this dropdown menu that says Default Agent, what this means is that is the current agent assigned to this task. If you had additional agents, you would see them here.

To begin building this task, we can double click this icon or right click and select Edit, and that will open up the Task Builder. The task builder is a development interface used to visually assemble a series of steps. This is done through a drag and drop interface. [00:04:30] Now that a task builder is open, let's go through some of the features.

On the bottom you have your debug pane. With this, you can see the output of particular things. The contents of variables, monitor breakpoints and so forth. On the left are all of your available actions. They are organized alphabetically. On the right hand side you have you Workspace. So what you'll be doing is choosing an action from the left and dragging it over to the right.

Let's open up an application using the Run Action. Search for Run, [00:05:00] drag it on out, and let's say we'll point it to Notepad. Once we've done that, we can click Okay.

Now that we are done with our task, let's save and close it. This will take us back to the workflow designer.

Since we have one task configured and ready to go, let's go to the repository and pull in a couple of tasks that I have already created. How about we add some email notification. [00:05:30] Suppose we want this workflow to run on Monday, Wednesday, Friday at midnight. We drag over a schedule like so, and configure it. Select the specific days of the week and then set a time to run. Once everything is set, click on Update.

Now that all of our triggers and tasks are in place, let's connect [00:06:00] the arrows to create an execution path. As you can see, Automate Enterprise gives you the power to very quickly and easily create automation for a complex business process.

We hope that you have found this introduction helpful and encourage you to check out more of our online content for a deeper look into Automate's features.


Ready for the next chapter?

Chapter 3: Overview of Tasks