Worksoft Certify Menu Overview

Menu Option

Description

New Folder

Create a new folder.

New

Create a new Certify component.

Edit

Edit a Certify component.

Print

Print the Summary grid of the window.

Open Project

Open an existing project.

Exit

Exit Certify.

Menu Option

Description

Cut

Cut the selected Certify component.

Copy

Copy the selected Certify component to the Clipboard.

Paste

Create a Certify component from the cut or copied component.

Delete

Delete a Certify component.

Menu Option

Description

Back

Go back to the previous window.

Forward

Go forward from a previous window.

Upload Certify Users in Portal

Upload Certify users to Worksoft Portal.

For more information, see Uploading Certify Users to Worksoft Portal.

Refresh

Refresh the window. Press <F5> to also refresh window.

Clear Static Data Cache

Clear the static data cache and restart Certify.

Clear API Static Data Cache

Clear the API static data cache and restart Certify.

LiveTouch - Find Process

View where an object is used in a process.

LiveTouch - Find Process (include child objects)

View where an object and child objects are used in a process.

Run

Execute the selected process.

For more information, see Configuring Process Execution and Executing Processes.

Run in CTM

From Certify, you can start the Continuous Testing Manager (CTM) and remotely execute a process. You must have CTM installed in order to utilize this feature.

For more information, see Activating Process Execution in CTM.

CTM Runs

View the process execution in CTM.

A row appears in the grid for each execution that was requested within CTM. All executions are retained in the list for the duration Certify is running.

Process Usage

Open the Process Usage dialog and display the processes that include the select process. This option is only available when a process is selected.

For more information, see Viewing Process Usage.

Menu Option

Option

Description

Certify

Authentication Settings

Worksoft Certify administrators can authenticate users against one of the following systems:

• Certify Authentication - Use SQL server authentication.

• Worksoft Authentication Service - Use the Worksoft Portal service to authenticate. The user name must be present in both Certify and Portal databases.

• Lightweight Directory Access Protocol (LDAP) system - Use LDAP configuration to validate the user. The user must be present in the Certify database.

For more information, see Authenticating Certify Users.

Certify Global

Edit your current configuration for the entire company.

For more information, see Configuring Global Settings.

Colors

Set Worksoft Certify colors.

For more information, see Setting Background Colors for Certify Process Steps.

Database and Licensing

Configure Certify database and licensing.

For more information, see Configuring Certify Databases and Licensing.

Prompt on Exit

Select to be prompted with a message when you close Certify.

Integrations

BPP

Use Certify Business Process Procedure™ (Certify BPP) templates for their reports.

The administrator enters the Certify BPP base URL that Certify will connect to utilize report templates.

For more information, see Connecting Certify to Certify BPP to Utilize Report Templates.

Microfocus ALM

Configure your settings for Micro Focus ALM/Quality Center integration. For more information, see Configuring Certify and ALM/Quality Center Integration.

Solution Manager

Manage multiple SAP® Solution Manager instances and maintain the three different environments—development, quality assurance testing, and production.

For more information, see Worksoft Certify Integration with SAP Solution Manager Resources.

Worksoft Platform

Configure your Worksoft platform.

The Worksoft Platform is an administration tool that registers database settings, licenses, users, and integrations for Worksoft products. Worksoft applications leverage this information from the Worksoft platform.

Interfaces

Connect to Mac

Connect to a saved Mac configuration.

You must configure the connection with the Mac Settings option. For more information, see Configuring Mac Settings to Connect to a Remote Mac.

Email

Open the Email Configuration tool. Administrators create and maintain Microsoft 365 email accounts for the Email interface.

For more information, see Configuring Email Accounts for the Email Interface.

Image Objects

Define certain types of graphical objects that can not be discovered using Certify LiveTouch or an interface Learn tool because there is no underlying object to discover.

Log Collection

Open the Log Collection tool that collects interface log files and saves them to a ZIP file.

For more information, see Using the Log Collection Tool.

Mac Settings

Configure your Mac interface to connect to a remote Mac® .

For more information, see Configuring Mac Settings to Connect to a Remote Mac.

Mainframe-LT

Calibrate the screen resolution of the emulator window.

For more information, see Calibrating the Screen Resolution of the Mainframe LT Emulator.

Mobile

Open the Configuration Setup. Specify which provider that you intend to use and the information to access it. For more information, see Getting Started with Certify Mobile Learn.

NetUI

Configure the NetUI interface.

PRIMO

Configure the PRIMO interface.

Web

Auto Detect Rules Editor

Set rules that will automatically specify which Web configurations and definitions to use when a page is learned or captured.

Configuration

Open the Configuration Manager. The Configuration Manager is the tool where you create rules for the way a page is learned. These configurations are stored directly to the Certify database.

For more information, see Creating a New Learn Configuration with the Configuration Manager.

Options

Open the Certify Web Interface Options tool to configure default web interface execution engine, learn configurations, and define eXtensibility Framework (XF) class definitions.

For more information about the Certify Web Interface Options tool and XF definitions, see Using the Certify Web Interface Options Tool.

Menu Option

Description

Reset My Password

Reset your password.

Login to the Worksoft Platform

Sign in to the Worksoft Platform.

The Worksoft Platform is an administration tool that registers database settings, licenses, users, and integrations for Worksoft products. Worksoft applications leverage this information from the Worksoft platform.

Set User Variables

View user variables.

User Logins

With the User Login History tool, an administrator is able to view the following:

• When a user has logged on and off of Certify

• View login history during a specified period

For more information, see Viewing User Login History.

Database Validation

Validate your Certify database integrity. This tool troubleshoots database issues and fixes them. For more information, see Validating Your Certify Database.

Change History

With the Change History tool, an administrator can view change history and set conditions to filter the change history results. Also, they are able to export these results to a CSV file.

For more information, see Viewing Change History.

Manage Locks

Show all current locked Certify entities. Administrators can unlock them.

For more information, see Troubleshooting Locked Certify Databases.

Certify Interface Learn

Launch the Interface Learn tools.

Certify Windows

Open the corresponding windows.

Menu Option

Description

Contents

Open the Worksoft Help Portal.

Search

Use the Search feature in the Worksoft Help Portal.

Shortcut Keys

Use keyboard shortcuts as an alternate way to do something that you typically would do with a mouse in Certify.

For more information, see Viewing the Keyboard Shortcuts List for Certify.

Worksoft University

Open the Worksoft University web page.

Diagnostics

Open the Certify Diagnostic tool.

For more information, see Using the Certify Diagnostic Tool.

Certify Performance Diagnostics

Identify network latency between the Certify client to the API server and between the API server to the Certify database server.

For more information, see Using the Certify Performance Diagnostics Tool.

Show Log

Select one of the following log file options:

• Show Certify Log File
• Show Certify Log Folder
• Show Certify Capture Log File
• Show Certify Capture Log Folder
• Show Certify API Logs

• Collect Logs

  For more information about Collect Logs, see Collecting All Certify Logs.

About Worksoft Certify

Display the current database server, database name, database version, and current Certify version you are using.

You can view the following Certify project statistics from the database. For more information, see Viewing Certify Project Statistics.