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Please read the following information carefully before using this manual.

Samsung SDS Co. Ltd. (hereinafter Samsung SDS) has verified the information contained in this document. However, Samsung SDS is not responsible for any problems that may arise from inaccurate content or typographical errors.

The content and specifications in this document are subject to change without notice. For more information on the revision history of this manual, visit the SDS website (www.samsungsds.com).

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Copyright © SAMSUNG SDS All rights reserved

Users of this guide

This manual explains how to manage the Samsung SDS Brity Works RPA (hereinafter RPA) Solution for server administrators and solution operators.

The server administrators and solution operators must have the following knowledge to manage the RPA server and solution effectively:

• basic knowledge of work automation

• basic knowledge of system operation job

• basic knowledge of server management

Summary

This guide consists of the following chapters:

Chapter 1 Overview

Introduces the RPA solution, Admin Portal, and Tenant Portal.

Chapter 2 Using the Admin Portal

Introduces how to use the Admin Portal.

2.1 Starting the Admin Portal

Introduces steps to be taken before using the Admin Portal.

2.2 Managing Processes

Explains how to confirm and manage processes on the Admin Portal.

2.3 Monitoring

Explains how to monitor and control the overall operation of the RPA Solution on the Admin Portal.

2.4 Scheduling

Explains how to reserve RPA Solution tasks, manage reserved tasks, and manage anniversaries on the Admin Portal.

2.5 Managing Reports

Explains how to add, view, and delete reports on the Admin Portal.

2.6 Using Queues

Explains how to create and manage user queues on the Admin Portal.

2.7 Managing OCR

Explains how to create and manage OCR templates on the Admin Portal.

2.8 Managing the System

Explains how to manage the assets necessary for operating the RPA Solution on the Admin Portal.

Chapter 3 Using the Tenant Portal

Introduces how to use the Tenant Portal.

3.1 Starting the Tenant Portal

Introduces steps to be taken before using the Tenant Portal.

3.2 Monitoring

Explains how to monitor the overall operation of the RPA Solution on the Tenant Portal.

3.3 Managing Users

Explains how to register or delete users and how to edit user information registered on the Tenant Portal.

3.4 Managing Tenants

Explains how to register tenants and edit tenant information registered on the Tenant Portal.

3.5 Managing Tenant Users

Explains how to manage users by tenant and edit tenant user information.

3.6 Managing Data Sources

Explains how to manage the data sources used for each tenant on the Tenant Portal.

3.7 Viewing Reports

Explains how to check job performance status by bot or by tenant on the Tenant Portal.

3.8 Managing Notices

Explains how to register and edit notices on the Tenant Portal.

3.9 Managing Licenses

Explains how to register and manage licenses on the Tenant Portal.

3.10 Managing Configurations

Explains how to manage configurations on the Tenant Portal.

Chapter 4 Using the User Portal

Introduces how to use the User Portal.

4.1 Starting the User Portal

Introduces steps to be taken before using the User Portal.

4.2 Managing Processes

Explains how to confirm and manage processes on the User Portal.

4.3 Monitoring

Explains how to monitor the overall operation of the RPA Solution on the User Portal.

4.4 Scheduling

Explains how to reserve an RPA Solution task and manage reserved tasks on the User Portal.

4.5 Viewing Reports

Explains how to view reports on the User Portal.

4.6 Using Queues

Explains how to create and manage user queues on the User Portal.

4.7 Checking Notices

Explains how to check notices on the User Portal.

4.8 Managing the System

Explains how to manage the assets necessary for operating the RPA Solution on the User Portal.

Chapter 5 Using the Mobile Portal App

Introduces how to use the Mobile Portal App.

5.1 Starting the Mobile Portal App

Introduces steps to be taken before using the Mobile Portal App.

5.2 Managing Processes

Explains how to manage processes on the Mobile Portal App.

5.3 Monitoring

Explains how to monitor the overall operation of the RPA Solution on the Mobile Portal App.

5.4 Changing Settings

Explains how to change settings on the Mobile Portal App.

Chapter 6 Using the Privacy Protection Feature

Introduces how to use the Privacy Protection feature.

6.1 Starting the Privacy Protection Feature

Explains the details about the Privacy Protection feature.

6.2 Enabling the Privacy Policy Agreement Feature

Explains how to enable the Privacy Policy Agreement feature that protects and collects personal data via Privacy Policy announcement and Terms of Agreement.

6.3 Setting Password Expiration Period

Explains how to set password expiration period to remind RPA solution users to change password.

Chapter 7 Using OpenAPI

Introduces how to use OpenAPI for external interface linkage.

7.1 Getting Started with OpenAPI

Introduces the preparatory procedures that developers need to know in advance to develop an external system linkage using BrityRPA OpenAPI.

7.2 Process Query

Explains detailed API items provided for process inquiry.

7.3 Process Execution

Explains detailed API items provided for process execution.

7.5 Scheduling Tasks

Explains detailed API items provided for scheduling operations.

7.5 Working with Queues

Explains detailed API items provided for Queue operation

Chapter 8 Open Source

Introduces the open source software included in the product.

Conventions

This document uses the following conventions:

Notes and Notices

A note identifies additional information for users, such as tips, recommendations, exceptions, and restrictions on using the product.

A caution notifies possible cases in which the system, or data, or devices can be damaged.

Revision history