Worksoft Portal How To Section
The How To section provides step-by-step procedures for using the 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 the Worksoft Portal
Viewing Rejected License Requests
Exporting a License Usage Report
Configure Services
Configuring Your Email Service in the Worksoft Portal
Modifying Maintenance Window Text
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 the Worksoft Portal
Configuring a Process Intelligence Database
Create Users, Groups, and Tenants
Creating Tenants in the Worksoft Portal
Adding Users in the Worksoft Portal
Adding Groups in the Worksoft Portal
Exporting a List of Worksoft Portal Users
Viewing Change History in the Worksoft Portal
Use Integration Gateway
Installing the Worksoft Integration Gateway
Installing a Worksoft Integration Gateway Agent
Configuring Certify BPP in the Integration Gateway
Configuring CyberArk in the Integration Gateway
Configuring Micro Focus ALM in the Integration Gateway
Configuring Microsoft Azure Key Vault in the Integration Gateway
Configuring Panaya TDx in the Integration Gateway