Server Management Console (SMC) is the major component used to interact with the AutoMate BPA Server component. It provides centralized management and administration of all automated processes in distributed networks. The SMC provides tools for deploying, connecting and disconnecting Agents responsible for workflow processing created using the Workflow Designer and Task Builder.
All BPA objects (i.e. Agents, Workflows, Tasks, etc.) are saved in the Repository and can easily be viewed, edited and incorporated into new workflows. All workflow information is centrally stored on the server. Workflow performance reporting is also centralized so administrators can easily monitor real-time events and quickly react to any exceptions. For added security, the SMC contains a feature allowing user-based roles to be set by an administrator. For instance, certain users or groups can be set to have access to build, edit or delete workflows and tasks but not have access to manually execute them, while others can view and execute workflows and tasks but cannot edit or delete them.
The illustration below displays the SMC interface in its default layout. In addition, it points out the SMC's three main window panes as well as several important buttons/sections. Available SMC windows and sections along with links to more details (if applicable) are noted below. For more information regarding each available window pane, click the corresponding section of the image or the corresponding link below.
The Main Window Pane is the area of the SMC where users will perform most BPA related operations. This pane is located in the top-right section of the interface and becomes populated with specific contains the Header panel, which houses the command buttons and icons used to perform such operations. For more details, see SMC Main Window Pane.
This pane contains a set of navigation buttons which allows users to navigate to the various areas of the SMC. For mode details, see SMC Navigation Pane.
Below supplies a brief description about each available navigation button and provides a link to the main topics they are associated with.
Workflows: This is where to start when want to creating or editing a workflow, which is a high-level representation of a business or IT process. To create your first workflow, click the New button on the toolbar. A new workflow icon will be created with the name New Workflow. Click the default name to rename the workflow. Thereafter, highlight the new workflow and click the Edit button located on the toolbar or right-click the workflow and select Edit from the menu that appears. The Workflow Designer will open and you are ready to begin designing your automated business process. For more information regarding Workflows, see About Workflows. For more information regarding the Workflow Designer, see Workflow Designer.
Repository: The Repository contains all the objects (tasks, conditions, and events) that were previously built. Use the Repository when you need to re-use an existing object in a new workflow. For more details regarding workflow creation, see Building a Workflow.
Agents: This section allows you to create Agents and Agent Groups as well as manage the Agents that currently reside on machines that are connected to the server in your automation network. For more details, see Agents and Agent Groups.
Reports: To view workflow execution in real time or track historical performance, SMC provides a rich reporting interface. A wide selection of summary graphs, charts and tables display the status and properties of workflows, allowing you to see the system status at a glance. For more details, see Reports.
Options: This area allows you to set preferences and properties for the server, such as security protocols and method of data storage, as well as assign default properties for Agents, Workflows and Tasks. For more details, see Options.
The top section of the left pane contains a Connect To / Log Off option where you can enter the host name or IP address of the BPA server in which to connect to. This is useful in situations where there are several BPA servers to connect to and/or when the server is located remotely. To disconnect from a currently connected BPA server, select the Log Off option.
The bottom-right pane of the SMC consists of the Output and Execution Status tabs. These tabs provide real-time information in regards to workflows, tasks and conditions that are currently running. For more details, see SMC Output/Execution Status Pane.