SMC Navigation Pane

The SMC's Navigation Pane (left pane) encompasses a collection of buttons/tabs which allows navigation to the various areas of the SMC. A Connect To/Log Off dialog is situated in the top-most section of this pane and Navigation Pane options are contained in the bottom section (illustrated below).

Connect To / Log Off Dialog

The Connect To /Log Off dialog is used to connect a specific user to available BPA Server components that reside on the same network. This is where users can enter the host name (e.g., or IP address (e.g., 209.225.604.33) of the machine where the server is installed. This is useful in cases where there are several BPA servers to connect to and/or when the server is located remotely. To disconnect from a currently connected server, select the Log Off option.

Navigation Tabs

The Navigation pane contains a list of tabs (or button controls) that allows for easy navigation to different sections of the SMC. Below lists the available tabs/buttons.


Workflows are high-level objects that hold other objects such as tasks, flow controls, and conditions. They act as flow diagrams of IT processes and include information required for automated execution. They take no coding expertise to understand so they are an excellent way for teams to collaborate on building automation tasks.

The Workflows area of the SMC allows you to:

For more details regarding workflows, see About Creating Workflows.


The Repository section of the SMC is the storage area of all workflow-related objects such as tasks, conditions, and events. Each time you create a new task or condition, it is stored in the Repository. This allows you to reuse code. For instance, one task only needs to be created once and can be utilized in many workflows. Repository objects can easily be edited, reused, and incorporated into new workflows. To access Repository objects, simply click on the Repository tab in the SMC.

For more details, see Repository.


The Users tab allows administrators to create and manage users and user groups in the AutoMate BPA Server system. Administrators are also capable of limiting what users can perform on the system by assigning a set of item and system permissions for each user and/or user group thus, allowing more robust security in BPA. This system is modeled after the Windows File Security system.

For more details, see Users or User Groups.


The Agents tab allows you to create and deploy new agents, delete agents, and set the properties of existing agents. Agents allow task execution to be performed on any machine on the network in which an agent has been deployed. Agents receive instructions from the Server over TCP/IP to execute workflows and tasks. An Agent has no graphical user interface. It simply resides on the machine and quietly runs in the background until it is called upon by AutoMate BPA Server to carry out a workflow or complete a task.

The Agents section also allows for the creation of Agent Groups. An Agent Group is a distinct entity that contains one or more agents within a logical group. This allows a single task the ability to execute on multiple agents simultaneously and a single trigger condition the ability to set off tasks assigned to numerous agents in one workflow.

For more details, see Agents or Agent Groups


AutoMate BPA Server 7 contains a complete set of reports that display the status and condition of workflows, tasks and triggers. Workflow performance reporting is centralized so administrators can easily monitor operations and quickly react to any issues that may occur. If a system problem occurs or a workflow or task malfunctions, a report can easily be run to determine the issue and when it occurred.

Reports can also be used for auditing purposes. For instance, a user can view all triggers associated with each workflow or all repository items, which user created them and when they were created. Additionally, the user can view the status of all workflow, task and trigger execution in real time or track historical performance, such as when they were executed, whether they ran successfully or failed and the reason for failure.

For more details, see Reports


The Options tab allows a user to set server preferences and properties as well as various options that influence the behavior of the SMC. Here, a user can view, create and modify settings related to the Server, automation objects, users, agents and groups. One can also add new hosts to connect to in addition to adding new server and agent licenses.

For more details, see Options

Navigation Pane Options

The bottom section of the Navigation Pane contains button configuration options, as shown in the illustration above. Here, a user can perform the following:

NOTE: The bar directly above the navigation buttons/tabs of the Navigation Pane can be dragged downward to hide more buttons or upward to show more buttons. Additionally, the vertical bar separating the Navigation Pane from the other panes can be dragged left/right allowing more workspace if needed.

See Also

Introduction to SMC

SMC Main Window Pane

SMC Output / Execution Status Pane