Worksoft Portal How To Section
The How To section is designed to provide you with step-by-step procedures for configuring Worksoft Portal.
To access information on how to perform a specific task, click one of the topics in your Contents pane or use the Search feature.
This section teaches you how to do the following:
Manage Licenses
Uploading Worksoft Product Licenses
Viewing License Usage in Worksoft Portal
Viewing Rejected License Requests
Exporting a License Usage Report
Configure Services
Configuring Your Email Service in Worksoft Portal
Modifying Maintenance Window Text
Configuring an External OpenID Provider
Use Bookmarks
Creating a Certify Folder Bookmark
Creating a Certify Process Bookmark
Configure Databases
Creating the Authentication Service Database
Creating a Worksoft Portal Database
Creating the Scheduler Service Database
Updating the Integration Gateway Database
Adding Certify Databases to Worksoft Portal
Selecting RPA Certify Databases
Configuring Certify Results API in Worksoft Portal
Configuring a Process Intelligence Database
Create Users, Groups, and Tenants
Creating Tenants in Worksoft Portal
Adding Users in Worksoft Portal
Adding Groups in Worksoft Portal
Exporting a List of Worksoft Portal Users
Viewing Change History in Worksoft Portal
Use Integration Gateway
Installing Worksoft Integration Gateway
Installing Worksoft Integration Gateway Agent
Configuring Certify BPP in Integration Gateway
Configuring CyberArk in Integration Gateway
Configuring Micro Focus ALM in Integration Gateway
Configuring Microsoft Azure Key Vault in Integration Gateway
Configuring Panaya TDx in Integration Gateway