Worksoft RPA Orchestrator How To Section

The How To section is designed to provide step-by-step procedures for using Worksoft RPA Orchestrator.

Setting Up Worksoft RPA Orchestrator

Before using RPA Orchestrator, you need to complete the following tasks:

Product

Tasks

Worksoft Certify

  • Both the RPA development database and RPA production databases have Certify projects with RPA enabled. For more information, see Creating Projects.
  • Both RPA databases need to have the same Orchestrator user with administration rights. For more information, see Creating New Certify Users.

Worksoft Portal

Worksoft RPA Orchestrator

Steps to Create an RPA Model

Listed are the steps to creating an RPA Model in Worksoft RPA Orchestrator:

  1. Create project and assign roles.
  2. Upload a Capture file or Certify process describing the RPA Model.
  3. Create the RPA Model based on provided information.
  4. Approve RPA Model.
  5. Publish the RPA Model.
  6. Execute an RPA Model.

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