Product Features - AssistEdge RPA

This page helps you to understand the main features of RPA.

Installation & Upgrade

Simplified installation with creating an image of the server side of the product significantly reducing the installation time and improving the product installation experience, making it significantly touchless.

 

Product offers a simple and secure tool based installation requiring minimal port openings. The migration workbench helps in upgrading product from previous version to newer version. Automation Studio, Robot Agent,  users and Agents using Attended Automation get notified on the tool to consume the updates on the click of a button.

Database

Compatibility with Azure SQL MI Database

AssistEdge has enabled support for the Azure SQL Managed Instance with System Assigned Managed Identity. 

Admin Module

AssistEdge RPA Administrator (Admin) Portal is a web portal that enables the administrator to configure various aspects of Robotic Process Automation (RPA) such as create and manage AE RPA users, assign role to the user, control and update system settings and so on. RPA Admin Module is one of the key components of AssistEdge RPA solution.

Multi-Lingual Support

Admin module supports plethora of scripts including German, Spanish, French and Japanese. The only exclusion to this list are scripts that are written from right to left or in vertical format.

Hierarchy Management

You can setup your organizational hierarchy and its data to determine how decisions are made and distributed throughout the organization. The defined structure helps to delegate tasks and ensures that these tasks are completed by authorized personnel.

Manage Role

Users can add Roles and configure Role Based Access Control (RBAC) mechanism from the Admin Module.

Role-Access Matrix

View information or take any actions on the basis of access mapped to a role.

Profile Application Mapping

Profile Application Mapping is used to map applications with appropriate profiles. Applications are created through AssistEdge Automation Studio under their respective Application Type such as Web, Windows, and Citrix.

User Management

User Management enables users to view, add, edit users and map them to various profiles, processes and roles. 

Client Tool

This feature enables user to download and open Automation Studio, Engage, EPA, Robots on Existing Machine or New Machine using Client Tools on Admin Page.

Module Configuration 

Below are the different configurations that be done using the Module Configuration option:

Alerts

AssistEdge offers the capability to configure AssistEdge related alerts using Alert Configuration available in the Admin Module. 

Automation Studio

Users such as RPA administrator can configure automation project-related settings such as automation prerequisites, browser settings, Version Control System, enable Auto Save option, setup Auto Save interval, setup process reset time, Chrome and MS Edge web driver settings, Java and Python specific automation settings, patch notification settings and so on.

Enterprise Personal Assistant

Users such as RPA administrator can configure settings related to the attended automation capability-Enterprise Personal Assistant (EPA) such as browser settings, History Tracking Settings,  Process setting, Emulator based settings , EPA settings, Patch notification settings and so on.

 

CoE Cockpit

AssistEdge RPA Studio supports CoE cockpit, a platform designed to transform business processes through automation. It is a central hub for managing and governing automation lifecycle within the organization. Additionally, this platform helps user to :

  • Understand and prioritize the automation projects till it is live and in turn create the required impact
  • Navigate to the discovery tool to perform auto-assesment of the process

 

Green RPA 

Green RPA is a feature designed to maintain the sustainability of RPA programs. It tracks monthly shifts of individual parameters which lead to higher computer processing and infrastructure management, thus impacting the environment. The Green RPA - Green Quotient (GQ) is tracked at process, robot and machine level.

 

Scale Plan

Users such as RPA administrator can generate scaling plan to determine the number of robots needed prior to the bot infrastructure setup. The Scale Plan displays the Number of Robots needed with the lower and upper limits. The calculation is based on the configured details such as the process volume, peak schedules and so on. Additionally, the feature allows the creation of plans per department or function that helps to generate a downloadable, consolidated process list for tracking.
 

Data Retention Policy

Data Retention Policy enables you to configure the retention days for different indexes from the Admin Module.

New User Journey for Business Apps

A new Business Apps login page has been introduced to allow AssistEdge

Users to login to the app of their choice without navigating to the admin module.

Enhanced server

  • Enhanced mapping server so that it runs with each user session.
  • As soon as any client component (Automation Studio/EPA/Engage/Robot) is started, the mapping sever process gets started.
  • Once client component is closed, mapping sever process also gets stopped.
  • Only one instance of Mapping Server process keeps on running through multiple client components are opened.

E-Mail Alerts

Consecutive process failures: A notification can be sent in case consecutive transactions of the same process is encountering the exception at the same step.

  • Application password expiry notification: A notification can be sent proactively to inform the concerned users about application password getting expired.
  • Slow Execution: A notification can be sent out to robot assignee in case the robot is taking more time than expected for executing a specific transaction.

AssistEdge Infrastructure Health Monitoring

AssistEdge RPA Health monitoring allows continuous monitoring of Infrastructure components, Robots, Robot Farm Machines, and Processes. Configure out of the E-mail Alerts for these components or use the events to write any custom implementations.

SAML and OIDC authentication support

AssistEdge provides functionality to authenticate AssistEdge RPA component users (Automation Studio, Admin, Robots, Control Tower, Kibana) with any Identity Provider supporting SAML and Open-ID connect Protocol.

Application Change Support

Alerting the user in case process is failing at the same step repetitively. Alerting the user in case application credentials are about to expire. Ability to search for impacted processes due to change in specific application.

Customized Logging

AssistEdge provides functionality to have multiple log formats OOB, namely Json and Text for Automation Studio, Admin Module, Robot Agents, Robots, Proctor, Vanguard and Attended automation. The default configuration is to log using JSON format.

Add/Remove Log Fields

AssistEdge provides functionality to add customized user defined log events by adding arguments against custom log fields. All user defined log fields and their values remain in scope until removed using the 'Remove Log Fields' activity.

 

The Add Log Fields activity only allows arguments of type String, Integer, Boolean, DateTime and Double.

SMTP Settings

SMTP setting enables you to send out the emails, notifications, or request to the application servers, which are passed to the specific SMTP server.

Discover Connection Settings

Using Discover Connection Settings, users can set the connection between AE RPA and AE Discover for ROI Analytics and Auto-Automation.

Automation Studio

Generic Studio Features

Shift-Click Feature Enhancement

AssistEdge has now provided enhancement in Shift-Click feature in web automation to support dynamic URLs in the newly opened window with shift-click. 

AE Client Tools - Custom Path for Selenium Drivers

AssistEdge has now provided option to use selenium drivers for web automation from user defined path, in addition to product default folders.

XtractEdge Activity Enhancements

AssistEdge has provided support for XtractEdge platform to perform AI/ML based Intelligent Document Processing (IDP). Data from complex, unstructured, or scanned documents can be extracted along with the confidence score for each field in the automations and can be used for further processing. AssistEdge provides support for both Dynamic and Templatized document types in XtractEdge to extract the data.

Enhancement for Windows Mode Automation

Automation Studio - Window Mode now supports Field Properties - Focus Window and Find By Coordinates. Focus Window helps focus on controls of UI element and Find By Coordinates enables to find the exact coordinates of the UI Element.

Standalone Studio

AssistEdge RPA provides an offline and light version of the automation studio namely the Standalone Studio which needs its license to run. This Studio can be installed quickly without end to end component installation. It does not need a separate database or web service and hence used offline.

Use the Standalone Studio to create process automations, get a hands-on experience of the product or to give product demonstrations.

Accessing or Downloading Automation Studio

AssistEdge provides one-click access to Automation Studio. Users can download and access Automation Studio using the Launch Studio drop-down in the Admin module.

Automation Design Studio

Automation Studio provides an open canvas to design and test process automation. It has an intuitive user interface with simple drag and drop workflow activities and user-friendly menus/ tools to create and configure automation.

Studio UI Configurations

This feature lets the users update the Automation Studio basic configurations from UI instead of going to configuration file. Configurations search, elaborative description helps the user and simplifies the configuration update process.

Micro-videos

Micro-videos for selected canvas tools have been added, which will enable the citizen developers with basic configuration steps of these canvas tools. 

Set Filter

In Studio, while applying a filter on the Processes tab, users can use wildcards - * (asterisk) and ? (question mark) to maximize the search results, providing more flexibility in filtering the required processes. The wild cards are applicable to filter using Application Data.

Intellisense

IntelliSense in Automation Studio is the expression building aid that includes features- List VB Expression and Select Parameter.

 

List VB Expression - It lists the valid VB expressions once users type the trigger character.

 

Select Parameters - Users can select the intended parameter that are already defined in Automation Studio, by pressing Ctrl+Space key together from the keyboard.

Usage tips and Help for each activity

Studio messaging is improved and made more intuitive. Help information on the fly for Studio activities is available which reduces dependency on support or search outside the product.

Favorite Activities

User can add the frequently used activities to Favorites in the Canvas Tools pane in Automation Studio. This makes the activities easily available instead of having to search for them in the Canvas Tools. The activities marked as Favorite are shown under the Favorites section at the top of the Canvas Tools panel and are saved locally in the Studio.

Exception Handling

Ability to add exception handling in process flow using a try-catch-finally-throw framework significantly enhancing the exception handling capability during process configuration.

Ignoring Error at Activity Level

Ability to Ignore error of an automation step ((activity) failure, if the failure of the step is not meant to fail the entire process.

 

Automation processes created in versions prior to 17.5 and migrated to the latest version run seamlessly without any need to modify them. It ignores any error that might occur while running the process and ensures that the automation is completed. Additionally, this makes the processes from earlier versions compatible with the latest versions.

 

Rules Engine Functionality

The Rules Engine functionality is a repository of user defined business rules that can be reused across automation process workflows. Users must configure the Decision Rules process type to define these business rules that gets invoked with the help of the Decision Table activity.

 

Green RPA Rules

AssistEdge is enhanced to support Green RPA rules that contribute towards reducing the number of coding lines needed to execute a process.

 

Automated QA

AssistEdge has introduced OOB Automated Quality check for  automation process. Automated QA capability of enables you to create the test cases on a developed automation process and execute them with a single click. With this capability you can do end to end process testing. Using process export-import feature, users will be able to view or export the process test execution report and move the test cases across environments along with the automation process. This feature helps in version to version migration for Sanity process Testing. Additionally, it helps user to validate the Automation coverage for set of inputs.
 

Activities Related

.Net Mode Enhancements

AssistEdge has introduced a new recorder to automate Windows applications which is built on the .Net Framework technology i.e. WPF and Winforms. Users have the option to use the predefined interactions on the selected UI element or write the required code in C# language to perform the automation.
 

Pre and Post Activity Delays

Ability to configure pre and post activity delays in an activity instead of adding and separate delay activity.

Environment at Studio login

Simplified user experience with the ability to connect to different environments at the time of logging into Studio.

Authorization to Office 365 Applications via Graph API 

AssistEdge’s solution to automate MS Office 365 applications will establish an authenticated connection between AssistEdge studio and MS Office 365 applications. This authenticated connection enables a robot to call the MS Graph API to read and write resources on user’s behalf. To establish an authenticated connection, user first registers MS Office 365 application in the Azure Active Directory (using MS Office 365 account). While registering the application, user should assign the MS Graph API permissions that specify the resources a robot can access on user’s behalf. After registering Office 365 application, Azure Active Directory assigns a unique application (client) ID. The Application ID is used to collect the necessary information about the registered application to initiate authentication using Client Secret value or Client Certificate.  authentication. Our solution to automate different O365 applications using Graph API supports OAuth 2.0. As part of OAuth 2.0, different authentication/grant types like – Authorization Code, Implicit, Password Credentials, Client Credentials etc. are also supported. 

Oauth Activity

OAuth stands for Open Standardization and is a standard for online authorization. Automation Studio provides OAuth activity that helps to authenticate a user using five different OAuth Grant types which are supported by the Automation Studio. The activity returns the access token upon successful authentication. In case, the access token expires, it generates a new token from the refresh token. In a scenario, if the refresh token is unavailable or it has expired, it performs interactive login to get the new token. OAuth activity can be used either inside or outside the Application activity.

TOTP Activity

Time-based One-Time Passwords (TOTP) activity is used when the users’ account has Multifactor Authentication (MFA) enabled. This activity generates the one-time password code when the user tries to access the MFA secured application.

Auth State Manager Activity

Auth State Manager activity is used to get the access token for automation processes having Moden Authentication Types.

Excel 365 Adapter 

Automation studio has a new activity named 0365 excel to automate various office 365 excel operations. Studio user can authenticate via modern auth and then configure automations. 

Onedrive 365 Adapter

Automation studio has an activity named 0365 onedrive to automate onedrive operations. Studio user can authenticate via modern auth and then configure automations.

Multi Modal Configuration

A Multimodal Interface provides multiple modes to interact with the application.

Multimodal Interface helps to automate all the steps involved in the automation process workflow through field configuration using web control, windows control or image based configuration, without docking the application. Users can move the Multimodal Interface as per their convenience across the application window. Every step captured through Multimodal configuration is re-traceable.

The Multimodal configuration UI provides an option of using Image Mode. Users can easily switch to image based automation and OCR without leaving the multimodal configuration experience. It also allows the designer to configure whether to add a Focus Window activity before the current step.

Primary modes available in the Multimodal Interface are:

  • WEB MODE- Captures properties related to the automation of web based application.
  • WINDOWS MODE- Captures properties related to the automation of Windows application.
  • IMAGE MODE- Captures properties related to the automation of image based actions.

Other modes available as per the application being automated are:

  • EXCEL MODE- Captures properties related to the automation of an Excel application.
  • MAINFRAME MODE- Captures properties related to the automation of a Mainframe application.

Web Automation

Web automation support browser versions Microsoft Edge, Microsoft Edge with IE compatibility, IE, Chrome, Firefox, and Selenium 3.5 & above.

 

The Studio provides automation tools to automate web applications and perform actions such as enter keywords for search, trigger search, read search results.

 

Advanced web automation capabilities include the automation of:

  • iframes and nested iframes
  • Dynamic tables/ grids with the ability to handle different pages from the result set
  • Automating control through JavaScript invocation
  • Support for automation based on additional parameters like, relative XPath or creating manual selectors
  • Data extraction from a web table - Users can extract data from an entire web table in just one step instead of using iterations.

Load Extensions

Third-party Extensions are added into your web browser to provide additional functionality (such as search bars or easy access to your email, make changes in browser cookie).

Internet Explorer to MS Edge Conversion Utility 

Assist Edge’s IE to Edge/Chrome process converter utility enables users to convert the automation processes configured on IE browser to Edge/Chrome browser in quick and easy steps with minimal manual efforts.

 

Image-Based Automation

Image-based/ Surface automation provides an alternate automation approach to find controls, perform an action on them, or extract text from fields based on image recognition techniques.


In addition to the local environment, Image-based automation is also validated on Citrix Environment and is found to be working fine with few known limitations.

 

Data extraction capability supports:

  • One Note 2013, One Note 2016 OCR engine, MS Vision, Google Computer Vision apart from Tesseract. Choose the Engine for image data extraction.
  • Intuitive UX for image filtering or pre-preprocessing screen.

Application Host

AssistEdge offers functionality to automate UI elements of a Windows/JAVA based host application or a pop-up window of the host application that may not get captured or identified using other methods like the Multimodal Interface.


Automation Studio supports automation of the Java-based Oracle Forms in a codeless manner with the help of out of box adapters. For an Oracle EBS based application, only Application Host activity is available that must be used to configure the related automation process workflow.

SOAP API

Soap Activity can be used to make SOAP web services over http(s) protocol hosted at a given endpoint.

Rest API

Studio supports automation with Web REST Services using this activity.

Excel Automation

The Studio provides multiple options for Excel automation:

  • Excel Apps to automate common Excel actions like Insert Row/Column, Copy, Paste, Get Search, Get cell data, etc. 
  • An advanced excel automation recorder to automate all excel automation by recording operations within an excel. Studio supports the automation of all the macro capabilities supported by excel.
  • Excel loop to iterate row-wise over an excel file.

Popup Handler

This feature enables the automation of windows popups. Popup Handler activity handles the windows popups that appear in web and excel applications. For example, authentication pop up, confirmation alerts, etc.

Win Popup Handler

The Win Popup Handler handles pop-up in different types of applications such as Web (IE, Chrome, and Firefox), Windows, and Siebel. It can handle browser prompts, alerts, and open/save dialog boxes.

PDF Automation

Automate PDF documents with the native PDF extraction feature. Define the PDF template from which values need to be read and extracted. This tool enables the user to select the variables that need to be read, and define them. Once a PDF template is created, Studio can read any PDF sent in the defined format and extract the specified information.


This capability supports dynamic data extraction. Users can extract data through different modes of field identification based on either a fixed position or one, two, or three reference points.
Users can auto-identify column which eases out creating a pdf template. Users can also apply a pdf template creator on a scanned pdf. PDF template sharing among Studio users and passing PDF template name as an argument is allowed.

PDF Extraction

Users can extract data from a Scanned PDF and edit the quality of extraction. There is a provision of a comparative view between the extracted data and the original one. Users can also assign a confidence score to the accuracy of extraction.

Process Recorder 

The Process Recorder capability automates processes through a record and play capability. The Process Recorder is used to record a business process by process demonstration and convert it into an automation process flowchart. Run the recorder while executing the process as done normally. The tool records the process and creates automation for the same, automatically.


Recording capability is enabled for web application automation and Windows Desktop Application Automation. If required, update the recording by adding annotations, renaming steps, deleting unwanted steps, etc. Currently, Studio supports Chrome, Microsoft Edge, IE, and Mozilla Firefox for this capability.


After recording a process, validate the steps recorded by viewing the recording playback. A recorded process is also used to run the process automatically for a different set of inputs.


Map the recorded applications and parameters to use them for further automation in the Studio.

Key Events

The key events activity enables automation using a simulation of keyboard events. It allows users to stimulate a combination or repetition of keyboard events.


PDF Automation

Automate PDF documents with the native PDF extraction feature. Define the PDF template from which values need to be read and extracted. This tool enables the user to select the variables that need to be read, and define them. Once a PDF template is created, Studio can read any PDF sent in the defined format and extract the specified information.


This capability supports dynamic data extraction. Users can extract data through different modes of field identification based on either a fixed position or one, two, or three reference points.


Users can auto-identify column which eases out creating a pdf template. Users can also apply a pdf template creator on a scanned pdf. PDF template sharing among Studio users and passing PDF template name as an argument is allowed.

PDF Extraction

Users can extract data from a Scanned PDF and edit the quality of extraction. There is a provision of a comparative view between the extracted data and the original one. Users can also assign a confidence score to the accuracy of extraction.

File Operations

The Studio includes tools to automate file operations such as Create, Open, Close, Delete, Save as a file, Copy-Paste, Move, Rename the file, compressing or extracting a folder.


The existing file automation capability also includes operations such as file merge and file split. Automating FTP/ SFTP file push, pull, and delete operations is also enabled.

 

File Operations also include splitting of excel files based on the number of files or number of rows apart from sheet name. Some of the actions and parameters in the FTP Activity includes:

  • List Directory - Ability to list all the files and folders available at the FTP or SFTP site location in an excel file. 
  • Rename- Ability to rename the file available in the FTP or SFTP site location.
  • Communication Mode - Active or Passive can be selected depending on how the data connection is established between the client and the server.
  • Transfer Mode – Users have the option to select Binary or ASCII (Text) depending on the type of the file to be transferred. Using ASCII (Text) mode, only text type files can be transferred.

FTP Activity

AssistEdge provides support to automate the actions that can be performed on FTP or SFTP site like upload, download, rename or delete the required file. This activity enables creating or removing directories and check if they exist.

Outlook Operations

The Studio includes a tool to automate operations in Outlook such as Send, Reply, Forward, Read, Download, Search, and Delete emails.


The outlook automation capabilities include operations such as selecting an outlook profile, adding CC or BCC, advanced outlook search operations, setting priority/importance on emails, moving emails to folders, and others. Users can fetch the email body as an argument.

Database Adapter

Automation Studio provides support for automation of database operations like connecting to Oracle, SQL, MySQL databases, and executing select queries and stored procedures using the DBApps application type.


In the same plugin, users can also add Excel as a data source along with SQL, Oracle, and MySQL. As part of automation, users can use Excel as a data source and query the same using SQL queries.

  • Database adapter supports automation and executing SQL queries in MySQL database.

Support for Complex Datatype

Ability to create DataTable and perform CRUD(Create, Read, Update, and Delete) operations.

 

Supported operations are:

  •  Create DataTable
  •  Add Row
  •  Delete row
  •  Fetch value
  •  Clear DataTable
  •  Export DataTable to Excel or CSV or delimited format file.

Advanced Loop (complex iterations)

Use a general loop for complex iterations for excel, data table, CSV, plain text files, and n-iteration.

Authorization to Office 365 Applications via Graph API 

AssistEdge’s solution to automate MS O365 applications will establish an authenticated connection between AssistEdge studio and MS Office 365 applications. This authenticated connection enables a robot to call the MS Graph API to read and write resources on user’s behalf. To establish an authenticated connection, user first registers MS Office 365 application in the Azure Active Directory (using MS Office 365 account). While registering the application, user should assign the MS Graph API permissions that specify the resources a robot can access on user’s behalf. After registering Office 365 application, Azure Active Directory assigns a unique application (client) ID. The Application ID is used to collect the necessary information about the registered application to initiate authentication using Client Secret value or Client Certificate. Our solution to automate different O365 applications using Graph API supports OAuth 2.0. As part of OAuth 2.0, different authentication/grant types like – Authorization Code, Implicit, Password Credentials, Client Credentials etc. are also supported.

Oauth Activity

OAuth stands for Open Standardization and is a standard for online authorization. Automation Studio provides OAuth activity that helps to authenticate a user using five different OAuth Grant types which are supported by the Automation Studio. The activity returns the access token upon successful authentication. In case, the access token expires, it generates a new token from the refresh token. In a scenario, if the refresh token is unavailable or it has expired, it performs interactive login to get the new token. OAuth activity can be used either inside or outside the Application activity.

TOTP Activity

Time-based One-Time Passwords (TOTP) activity is used when the users’ account has Multifactor Authentication (MFA) enabled. This activity generates the one-time password code when the user tries to access the MFA secured application.

 Auth State Manager Activity

Auth State Manager activity is used to get the access token for automation processes having Moden Authentication Types.

Excel 365 Adapter 

Automation studio has a new activity named 0365 excel to automate various office 365 excel operations. Studio user can authenticate via modern auth and then configure automations. 

OneDrive 365 Adapter

Automation studio has an activity named 0365 Onedrive to automate Onedrive operations. Studio user can authenticate via modern auth and then configure automations.

Outlook 365 Adapter 

Automation Studio provides an open canvas to design and test process automation. It has an intuitive user interface with simple drag and drop workflow activities and user-friendly menus/ tools to create and configure automation.

Sharepoint 365 Adapter 

Automation studio has an activity named 0365 Sharepoint to automate various Sharepoint tasks. Studio user can authenticate via modern auth and then configure automations based on the use-case.

Group 365 Adapter 

Automation studio has a new activity named 0365 Group to automate various office 365 Group operations. Studio user can authenticate via modern auth and then configure automations. 

Calendar 365 Adapter 

Automation studio has a new activity named 0365 Calendar to automate various office 365 Calendar operations. Studio user can authenticate via modern auth and then configure automations. 

 

Decision Table 

Automation Studio has an activity named Decision Table that allows the user to utilize the configured Decision Rule process to perform the condition-based action.
 

LowCode API Integration  in Automation Studio

This feature enables users to invoke AssistEdge Low Code Platform APIs from Automation Studio via newly introduced "LowCodeApps" application type and "Low Code Integration" Activity.

Support for LowCode API’s

This feature allows AssistEdge users to call API's of Low Code Platform in a seamless way via RPA Processes and Bots.
 

Cognitive Adapters

The product supports Language, Vision, and Speech related cognitive services from Microsoft/Google, in addition to a generic cognitive service adapter for any cognitive service from these 2 providers.

 

The Cognitive Services - Language activity in the Automation Studio has been enhanced to support Google/Azure Sentiment Analysis.

Version Control of Processes

Version control helps to maintain a backup of work in progress or published versions of processes. Ease of process rollback to a previous version with Restore feature to seamlessly re-instate a previous version. The Studio provides the capability to configure the number of previous versions required.

Custom Automation

Automation Studio enables custom automation using the below mentioned activities where custom codes can be implemented as per the business need: 

Custom Application

The custom application tool is used for coded automation of an application. Use custom applications for creating automation.

Code Editor

Utilize any piece of code into automation using the code editor. It provides the customization hook for a process. The selected piece of code must be made available as a DLL. Import this DLL into Studio, which then automatically runs the code and reads the specified variables.

Microbot

A Microbot is a micro process or micro automation that can be reused in the Automation Studio. Studio supports the creation of Microbots, import of existing Microbots for reuse, and export of Microbots.

Auto-Automation

Auto-Automation is a robust capability that collectively simplifies and connects the automation journey starting from AssistEdge Discover to AssistEdge Engage. Users can create an automation process in AssistEdge Automation Studio with minimal manual effort. The process created from the identified tasks in AssistEdge Discover can now be converted to an automation process in a single click. 


On the Studio, the citizen developer can see imported processes from Discover and convert them into configured process in the studio canvas. With the Process Definition document (PDD) also provided by AssistEdge Discover, Citizen Developer can further modify/update the auto-configured process easily. This significantly improves the time-to-value by making the entire identification of automation candidate, automation requirements elicitation and communication and configuration process much simpler and faster. Image-based/ Surface automation provides an alternate automation approach to find controls, perform an action on them, or extract text from fields based on image recognition techniques.

SharePoint Operations

Automation Studio includes SharePoint operations such as file upload, download, copy, move, delete.

SMTP Email Automation

Ability to connect to an SMTP server to configure and send an email, move, search, and read emails using SMTP Email activity.

Java Automation

Within Java automation, Studio supports three types of Java files, namely – JAR, JNLP, and JavaApps – Applet files. Users can enable JAVA automation for multiple user scenarios.

Mainframe Automation

The Studio supports the automation of Mainframe applications. The Mainframe emulators supported are:

  • Attachmate Extra Xtreme (9.3.0), Passport, Attachmate Reflection emulator, and Rumba Emulator (9.5 series).
  •  Support for Bluezone emulator.
  • Emulator agnostic mainframe automation - A Generic Mainframe adapter to perform automation on all emulators supporting EHLLAPI mainframe standard. 

SAP BAPI Adapter

  • AssistEdge supports all standard BAPIs for SAP ECC 6 EHP 4 or above. 
  • AssistEdge supports customized BAPIs by running an AssistEdge utility (BapiUtility.exe)

SAP Thick Client App Automation

The Studio provides multiple canvas tools to automate an SAP thick client application – the SAP Recorder, the GUI Field Extractor, and the Attach Application activities.

Citrix Automation

AssistEdge supports RPA deployment in a Citrix environment through a customized solution, wherein the components are deployed on Citrix farms and communicate via a virtual channel.

Siebel HI automation

This capability includes automation support of Siebel HI (High interactive UI) application through configuration. Just like Siebel Open UI, Siebel HI applications are added as web applications in the Automation Studio.

Oracle EBS Automation

Automation support for Oracle EBS applications through configuration simplifying it significantly. Oracle EBS applications are added as web applications in Studio.

PeopleSoft (Fluid UI)

PeopleSoft application support through configuration is achieved with enhanced capabilities in web automation.

XtractEdge Integration

AssistEdge offers support for XtractEdge platform to perform AI or ML based Intelligent Document Processing(IDP). Data from complex, unstructured or scanned documents can now be extracted along with the confidence score for each field in the automations that can be used for further processing as per the business requirement.

Validation of New Data Types

Add new data types in Studio along with their validation using the regex file inside the dev folder.

MQTT Activity

MQTT stands for Machine Queuing Telemetry Transport, and it is a standard messaging protocol for Internet of Things (IoT). The MQTT activity acts as the publisher and helps to broadcast or raise the event to the subscriber.

XML Activity

AssistEdge provides functionality to create, read, and edit any kind of XML configurations for advanced process automation. This is especially helpful for the manipulation of SOAP requests and responses.

JSON Activity

AssistEdge provides functionality to modify, form request, or retrieve data of the JSON response received from a REST API or other activities in the Automation Studio. It helps users to extract a relevant part of the response as per the requirement. Users can even update the JSON object and the JSON array by using this activity.

 

It has now been enhanced to extract list of objects from a complex JSON. This enhancement enables you to map the JSONPath output to datatable columns.

Activity for Python Script

AssistEdge provides functionality to allow the execution of Python script in an automation process. The script can be added using activity on Studio.

PowerShell Script Activity

AssistEdge provides functionality to allow the execution of PowerShell script or a PowerShell Cmdlet in an automation process. The script or Cmdlet can be added using PowerShell activity on Studio. This activity can run the scripts with named parameters as well.
 

Credential Activity

AssistEdge provides support to add, retrieve, or remove credentials from the Windows Credentials Manager. This activity enables storing the credentials locally and making it available for the application logins.

Cryptography Activity

AssistEdge provides support to encrypt or decrypt text or files with the help of specified algorithms, key, and encoding standards. This activity also enables the hashing of text or files.

MS Word Automation

AssistEdge provides support to replace text or image in a Word file, save the Word file in various formats, add hyperlink, image, or data table at specified positions in the document. Both .doc and .docx file types are supported.

Reuse Automation

Reuse capability enables the re-use of previously created automation, activities, and UI components of process execution. It displays the name of the rule, the related rule description, and the priority of the rule that might occur.

Application Level Cleanup

Users can kill required process on the bot/agent machine using this new activity. This will help to avoid high CPU and memory utilizations on the server and increase the performance and efficiency. Users can filter out the processes using different conditions for optimum usage. 

 

Automation Studio provides provision for step level debugging, the addition of breakpoints to activities within a process, and the ability to step-in or step-over particular activities. Execute the process at a slower pace (4 different speed levels) in debug mode.

Suggest Next Best Activity 

The capability suggests the next best activity that a process configurator can use in their processes in conjunction with the selected activity. 

Contextual Intelligence Adapters

Decision Workbench Activity: This activity is used to successfully end the flow of an ongoing process in case inputs are required from process SMEs before the use case can proceed further. There are a variety of use-cases such as decision review, data review, document review, and exception handling that can be achieved with Decision workbench activity.

 

Decision Model Activity: The machine learning models which have been designed using the Albie machine learning workbench can be configured to be accessed in runtime using the “Decision Model” activity in Automation Studio.

Print Screen activity

The Print Screen activity aids in taking a screenshot of an Application state in the process context and use it further in the process as required.

Navigate to

Configure this activity to move the control from an existing URL to a different URL. Additional URLs are configured in application properties or process arguments.

Launch and SignIn Application

It allows users to launch and application wherever required in the automation process workflow. When an application is closed, this activity can be used to launch the application. Additionally, if sign-in is configured for the intended application during the robot setup, this activity automatically signs into it. If the application is a non-sign in application, it only launches the application. If the application is already launched, this activity does not relaunch the application.
 

Close Application

This activity allows closing an application wherever required in the automation process workflow. This helps in closing any application that may not be required for further execution of the process of Automation Studio. The rules can be enabled or disabled from the Rules tab in the Admin section of the Automation Studio.

Marketplace

The Marketplace provides the following capabilities components: 

  • Marketplace tab to search for Marketplace entities. 
  • Unique identifiers for downloaded Marketplace entities. 
  • Specific export functionality for bots to be published in the Marketplace.

Trigger to Support Tickets

Automation of raising incidents on ServiceNow (Auto triggering of maintenance ticket to standard tools for application failure/slowness) is validated with the help of advancements in web configuration capabilities and exception handling features in AssistEdge.
 

Low code Application Platform 

AssistEdge Low code Orchestrator lets citizen developer create enterprise grade web applications using a drag and drop interface, with pre-build connectors to invoke AssistEdge automations, both attended and unattended.
Web application created using AssistEdge Low code Orchestrator are accessible over all types of devices like desktop, laptops, tablet and mobile. 

Process Orchestrator 

Process Orchestrator encapsulates the entire business process into a visual process flow, including bots, business rules, Intelligent Bots, ML models, and humans-in-loop, so that customers can orchestrate their business processes with ease. Process Orchestrator allows customers to track the end-to-end process in real time, while letting the bots take care of the heavy lifting. Tasks can also be allocated to different teams, and approvals can be provided on the go by logging into the Process Orchestrator application from a handheld device. 

Process Management

End-to-End Automation

Automation Studio enables users to create an end-to-end automation to run business workflows and processes.

Contextual Assistance for Process Configuration

Contextual help is available to a process designer in automation studio. The activity pane, in addition to activity search capability, provides relevant references to the knowledge base to assist users in process configuration and studio usage. The references comprise of:

  1. Step-by-step activity configuration in a use case.
  2. Getting started with Canvas tools.
  3. Contextual help includes instructions on how to use studio activity. 
  4. Help content for all features and functionalities in the studio.

 

The knowledge base content is accessible either online(over the Internet on a website) or offline(locally hosted web page) medium and are enabled as part of AssistEdge deployment.

Process Naming & Auto-Save of Processes 

AsssitEdge studio can now be configured to auto-save process configuration to avoid loss of data in case of studio time-out. AE19.0 onwards a user will be prompted to submit process name before starting with process configuration, so that auto-save happens at the background without interrupting a user. The auto-save is performed only when the process is edited that can be identified via the asterisk (*) symbol visible at the process name tab. At any point in time, users can manually save the process by clicking the SAVE button in the Menu bar. The auto-save interval is defined at Automation Studio.exe.config against AutoSaveInterval key. For Sign-in and Reset process, application activity configuration in Automation Studio is prerequisite for auto-save.

 Data Protection

Process input in RPA Dashboards appears plain, masked, or anonymized based on the data protection applied in Studio and access given to a particular role to view PII Data. Data Protection is also available for business arguments configured in business metrics.

Commenting a Step

Mark a step to be commented out during the test run. This feature is useful for debugging.

Test Run Process

The Studio provides the capability of testing a process to execute all the steps involved in the process workflow. This helps to ensure that the desired output is received.


Users can set up the environment for the test run. However, if the test run is initiated without setting up the environment, the system automatically sets up the environment.


Execution statistics – After every test run, the user can view the execution statistics to know the details related to the process execution like CPU utilization, memory consumed, and time taken for execution of each step.

Debugging Process

Automation Studio provides provision for step level debugging, the addition of breakpoints to activities within a process, and the ability to step-in or step-over particular activities. Execute the process at a slower pace (4 different speed levels) in debug mode.

Error Console

This console aids quick issue identification during process configuration and execution. This console is used during the test run to identify errors in process execution. Double click the error and the activity within the process which has the error highlighted.

Warning Console

This console provides details about unexpected behavior of the process if any. The warning provides a message related to a possible future issue. These warning messages are shown for the applications which use any of the components covered by the prerequisite checker even if the application has been imported or recorded by the PbE.

Analysis Console

This console lists the potential errors that might occur at the time of process execution. It displays the name of the rule, the related rule description, and the priority of the rule that might occur.

Process Analysis

A Studio user can analyze the process created in Studio against the pre-defined rules. This helps in reducing the possible runtime errors. The activities used in the process are checked against the rules and the result is shown in the Process Analysis tab, available in the status bar at the bottom of Automation Studio. The rules can be enabled or disabled from the Rules tab in the Admin section of the Automation Studio.

Search Within a Process

Ability to do a word like search within a complex or simple process.

Process Backup and Restore

The system maintains process backups of up to 5 versions of a deployed process for reference. The backed-up version of the process is restored at a later point of time using the migration capability.

View Dependency

Users can view whether a process has dependencies on other processes and applications. Processes and Applications which have other processes dependent on them, cannot be deleted.

Process Decommission

This capability enables rolling back a process after it has been deployed. A decommissioned process is not available to robots for execution. Users can delete a decommissioned process if it is not required.

Migration of Processes

Automated Migration of Processes Within Different Environments

AssistEdge provides an ability to integrate with an external version control system such as, Git, and migrate automation versions across environments seamlessly. The feature lets users deploy or distribute the automation processes to a higher AE environment. AE offers ready-to-integrate Jenkins plugin to move the processes. 


Users can also integrate the AE CLI utility with any CICD pipeline to migrate processes from the UI. 

Process Bots

Studio enables the import and export of process automation across environments. Processes are imported along with metadata like Name, image, Readme, Author, Description, Search tags.

Environment to Environment Migration

Using this feature, the processes created and deployed in Studio are exported along with its dependencies like the dependent applications, code editors, Microbots, search criteria, etc. The export package has all these details of the process. The exported package can be imported from one environment to another environment. 

JBPM Adapter

The Out-of-the-Box AssistEdge adapter is created for the integration of AssistEdge with JBPM. Custom activities are created which can be easily included in JBPM Toolbox. AssistEdge eclipse plugin is created which can be added to a JBPM instance. In a business process created in JBPM, any node can be easily configured using the AssistEdge custom activities to trigger an AssistEdge RPA transaction by invoking an AssistEdge RPA robot.

Albie Cognitive Engine 

Computer Vision 

AssistEdge is integrated with machine learning-based computer vision capability from NIA, Google, and Microsoft. Computer Vision complements the OCR ability (Tesseract, MS, Google, Abbyy) by providing an area of interest or identifying an object in an entire digital document over which data extraction can be performed, significantly improving the efficiency of OCR.

Advanced OCR (Printed + Handwritten)

AssistEdge users can access advanced OCR solutions and other capabilities of Microsoft Cognitive Services or Google Cognitive services within the product.

Smart Resource Management

AssistEdge comes with an ability to intelligently manage the automation resources including digital workers and corresponding VMs. It provides alerts around unresponsiveness or likely performance degradation of robots and robot VMs over the current schedule based on past experience.


The performance and health of a bot can depend upon a variety of parameters- underlying hardware, number, and nature of systems accessed, data is managed, etc. 

Contextual ML Models 

This capability enables the process designers to design and deploy context-based machine learning models as per the business use case. The models can then be called by digital workers in runtime to take contextual decisions. While initially, the models may have lower confidence in the decisions made. With continuous learning through feedback from process SMEs, the models can provide decisions with acceptable confidence and thus extending the automation frontier.

Control Tower

AssistEdge Control Tower provides automated provisioning, governance, and actionable analytics. Control Tower is a web-based monitoring system to set-up and manage the robots running on remote machines. The key capabilities within Control Tower include:

  • Create, deploy, execute, and manage robots running on different machines, based on the assigned role. 
  • Real-time status tracking of all the robots and transactions for a process
  • Specific triggers to execute automation
  • Manage credential manager 
  • Smart resource management
  • APM Dashboards and Reports 
  • Robots and Robot Agent

 

Create Multiple Robots

AssistEdge now supports the capability to scale up Robots using functionality to create multiple Robots at once. Multiple Robots can:
Be assigned to multiple users, schedules, and process profiles.
Be taken ownership at once with vaults like Default, CyberArk, Beyond Trust.

 

Scale Plan

AssistEdge offers the capability to calculate the number of robots needed prior to setup with a few process related details. The feature is designed to optimize operational cost on Robots by pre-planning. Additionally, the feature allows to create plans per department or function to create a consolidated process list which can be downloaded and tracked.
 

Multi-Lingual Support for Control Tower

Control Tower supports a plethora of scripts including German, Spanish, French, and Japanese. The only exclusion to this list are scripts that are written from right to left or in vertical format.

Control Tower Dashboard

Control Tower dashboard provides a real-time view of robots, processes, and robot farm machines.

Access Control

AssistEdge supports multiple roles. The roles are:

  1. Robot Creator: to monitor and manage the creation of robots.
  2. Process Owner: to manage robots which are assigned to the user.
  3. RPA_Transactions_Analyst: access for the user who is manually handling RPA exceptions or error/failure transactions, with this role access, can handle the error transactions using Assisted Automation.
  4. Manager access: a user with the role with ‘Manager’ access can view Robots for the profile under the assigned role.

Role-based Access to PII Data

Process Input present in the Transaction details of the Process View section is visible, masked, or anonymized based on the access given to a particular role to view PII data.

Control Tower Search

Search for robots as per different criteria such as robot name, robot assignee, robot creator, and Robot Tag.

Data Availability on Control Tower

Data for the configured number of days is available on Control Tower.

Runtime Configuration in Control Tower

AssistEdge offers the capability to configure runtime settings using the RUNTIME CONFIGURATION available in Control Tower. Users can configure settings related to Robot, Proctor, and Robot Agent such as Data Masking, browser compatibility, authentication settings, and so on.

Robot View

This feature provides a summarized view of the efficiency of the robot while running the automation process. 

Robot Resilience Snapshot

Resilience Snapshot feature provides a quick insight into the performance and health of the processes associated with a robot. It allows the user to get insights on the retry success, execution success of the process and showcases the resilient activities which are used in the robot. Additionally, it allows you to be cautious about different transaction level failures and recurrences.

Ongoing Process Views 

Ongoing Transactions View: Monitoring teams allows users to view the processes which are being executed by the robots in real-time. This also enables them to view the real-time details about the steps being execu by the robots.

Robot Creation

Create new robots to execute additional process automation requests (subject to license). Select the machine and define robot tags while creating the robot.

 

Create Multiple Robots

AssistEdge supports the capability to scale up Robots using functionality to create multiple Robots at once. Multiple Robots can:
Be assigned to multiple users, schedules, and process profiles.
Be taken ownership at once with vaults like Default, CyberArk, Beyond Trust.
 

Robot Lifecycle

Once the robot is created, the robot is assigned to the user who manages and sets up the robot. Robot Assignee can then map one or more profiles to the robot before starting it. Robot creation is supported by CyberArk.

Robot Controls

Perform different actions on robots, such as start, stop, update, connect, disconnect, delete, assign, reset, and release the selected robots.

Robot Scheduling

Robots run on different schedules which are defined by creating a schedule. Define a default schedule for a robot as well as other time-bound schedules for peak loads or specific processes. Schedule robots to be configured for the selected time zone as well.

Robot Utilization

Robot Utilization reports which provide the data about robots’ presence in various statuses such as Available, Setup, Processing, Idle, Stopped, Error, and Unavailability. The data is available in terms of time duration and corresponding percentage values and is available in Control Tower as well as Kibana. 

Multi-Skilled Robots

Robots are scheduled to execute process automation requests from specific profiles during specifically defined schedules. Further, within each profile, the robots listen to multiple processes which enables them to process multiple processes which means that the same robot can process multiple processes.

Robot Listening Method

The priority and sequence in which process automation requests from different profiles would be executed would depend upon the selected listening method and the order of profiles selected. There are three listening methods available viz. First come first serve basis, round-robin basis, and priority basis.

Robot List View

The different list views are available as per the current robot status. View the robots in different list views and further sort and filter the list as per different criteria such as success rate, profiles, etc.

Robot Detailed View

View the details of a particular robot in its detailed view. All robot-related details such as robot assignee, robot creator, robot owner, robot specific schedules, the activity log are available here. Add new schedules, edit or delete existing schedules from this page.

Robot Activity Log

Activity logs provide the details for each process automation request which is executed as per schedule for the robot. Activity logs are available in the Robot details view.

Dynamic Operational Scaling

In organizations with multiple robots, there is a possibility that priority tasks do not get executed within defined SLA’s while certain robots are working on non-priority tasks. The average time per task could vary based on system performance, flow complexity, and other parameters. This feature allows continuous monitoring and alert around potential SLA violations based on probabilistic estimates. Additionally, reallocation of other super-bot to service this queue can be automated in an intelligent or a rule-based way.


SLA Expiry Prediction - This feature continuously monitors potential process SLA violation and re-prioritizes the super-bot based on probabilistic estimates to handle priority tasks.


This has 3 key components:

  1. Setup of a robot as super-bot (by superuser)
  2. Detection of Potential SLA failure for a defined task queue
  3. Reprioritizing Superbot to take this queue on priority (optional)

Control of Robot Agent from Control Tower

Control Tower allows adding and starting a robot agent on a machine. Proctor component restarts the Agents in case they go down due to, say a machine restart, providing a self-healing capability for Robot Agent in scenarios it goes down.

Notification on Mode Change

An Email notification is sent to configured Email IDs if the mode of a Robot Agent running in a specific user session of a machine is updated.

Email Notification for Robot Status

Control Tower schedules offers the capability for Email notifications of Robot Status. The notification is sent when:

  • The robots are started using either the Custom Schedule or Default Schedule, 
  • The schedule switches from Default to Custom or vice-vera
  • The network issue occurs while scheduling the Robots. 

In-App Notifications

The Control Tower provides in-app notifications. Receive notifications for every successful and unsuccessful action on robots and robot triggers.

Process View

The Process view is for the process owner role. It provides details of robots running the processes, their transactions, and the drill-down view of the transactions including input, output, and transaction steps. It also includes:

  • Predicted Transaction Expiry and Predicted SLA Expiry 
  • Transaction Start Time for each transaction
  • Transactions by Creation Time.

Exception Handling using retry capabilities

The automation requests which get timed out before completion or gets an exception while execution is resent for execution after the retry interval. Retry interval is utilized to correct any application states or data.

Role-based Access to PII Data

Process Input present in the Transaction details of the Process View section is visible, masked, or anonymized based on the access given to a particular role to view PII Data.

Credential Manager

Save the application credentials for the applications to be accessed by robots while executing the process automation requests. Once the credentials for an application are available in the credentials manager, there is no need to provide the details again for other robots using that application.

CyberArk Integration

AssistEdge has integrated with CyberArk’s Application Identity Manager offering to safely store and rotate application credentials. Clients with CyberArk partnership can leverage their Enterprise Vault Management offerings by integrating it with the RPA control tower. Admins have the provision to assign CyberArk as the default vault for storing application credentials or choose our native password vault.

BeyondTrust Integration

AssistEdge RPA supports BeyondTrust Managed Account and Team Passwords options to retrieve credentials for Robots and Applications.

Common Credentials in Control Tower

Common Credential is used to store the authentication details for multiple profiles at a time in Control Tower.  


The Modern Authentication credentials arenot applied to non-Modern Authentication profiles and vice-versa. In case of the Modern OAuth type profiles, the authentication credentials are applied to profiles that have applications of the same OAuth type. For example, an application of the Authentication Code OAuth flow type, the common credential details are applicable to the profiles that have applications of Authentication Code OAuth flow type.

BeyondTrust Integration with Proctor

BeyondTrust Vault - Managed Account, Team Password is now supported in AssistEdge RPA for retrieving credentials for adding/updating Robot Agents via Proctor. 

CyberArk Integration with Proctor

CyberArk Vault integration is now supported to retrieve credentials for Robot Agent creation/update via Proctor.

Trigger View

Out-of-the-box robot triggering capabilities are available that provide ease of generation of automation requests to trigger the robots. The trigger is either configured through the Trigger Manager section in the Control Tower or through the load generator process in Automation Studio.


The following type of triggers are configured directly from Control Tower:

  • Schedule based (interval-based, daily, weekly, and monthly). Users can schedule a trigger through ‘Cron’. Cron can be used in scenarios such as triggering the request at any particular time, triggering request for a certain interval on a daily basis.
  • Email-based.
  • File arrival based (Shared folders, Folder on remote servers through FTP and SFTP).
  • The main page of Trigger View displays details of the time trigger and exact nature of occurrence for a specific occurrence of the trigger.
  • Information about the trigger request is shown for each trigger. The details include Total Requests Created, Total Requests Posted, and Total Requests Dropped. This helps the user to track each trigger request.
  • Other types of triggers based on monitoring of various applications such as Web Application, SAP, Mainframe, Windows, Oracle EBS, Siebel, Database are configured from Automation Studio.

Weekly Triggers

Triggers can be configured to create automation requests every week.

Version Management

Point and Click functionality in Control Tower to upgrade Robots using the web user interface. This allows version upgrades to take place based on the business needs of individual Robots and removes the need to perform Windows login to the VM running Robots. The Control Tower presents a view of the Robot Engine version that are running on each machine and available upgrades.

CPU and Memory Utilization

Control Tower displays CPU and Memory Utilization statistics of a machine for the last 7 days while creating a schedule and robots.

APM Dashboard

APM (Application Performance Monitoring) feature in AssistEdge generates a birds-eye-view dashboard and metrics of the different servers and applications that are running automation components. APM dashboard provides visualization of commonly referred statistics like CPU, Memory, Disk, etc. utilization over a specified duration of days. APM dashboard also gives context-specific details of the ElasticSearch and RabbitMQ runtimes to allow administrators to monitor the performance of these critical components.  

Control Tower on I-Pad 

The Control Tower is accessible on I-Pad.
Automation Configuration Statistics 
Automation Configuration Statistics allows Automation CoE to view the details of all deployed processes along with the applications automated within the process. 

Decision Workbench 

Evolution of robotic process automation from intelligent automation to human empowered automation is being driven by a unified workforce. Decision Workbench acts as a bridge between the digital and human workforce. It enables process SMEs to support digital workers in a variety of scenarios such as business decision making, business data review, document review, and exception 

Day Light Saving Adjustment

While scheduling triggers and Robot schedules from/for time zones affected by Day Light Savings Time (DST) Day light saving capability automatically incorporated and the triggers will be executed based on the DST Time. 

RPA Reports

Business Intelligence Dashboards

This capability provides a framework to capture business-relevant data for creating dashboards around historic information, forecasts & business impacts.

RPA Reports

RPA reports are currently available in a standard out-of-the-box template for viewing various RPA KPIs such as Robot utilization, exceptions, decision outcomes, and volumes.

 

Kibana UX customization of RPA Advanced Reports.

  • View the number of hours saved because of automation in each of the process
  • Search keys in the report for custom business reports
  • View bot parameters in the robot performance dashboard

Custom Business Reports and Dashboards

AssistEdge RPA enables you to create new or custom dashboard and custom business reports as per your preference.

Authorization in Kibana Reports

Role and user-based authorization in RPA reports on Kibana platform. By default, the user accesses data of the assigned profiles which can be customized according to the role and process names as per the business need.

Role Based Access to Kibana Actions

AssistEdge provides functionality to control access to Kibana actions like create, edit and delete based on user roles. This allows organizations to control updates to dashboard and reports configurations.

Role based access control for Reporting

Role based Access to PII Data

Users can view the PII data, which appears in Kibana Reports, based on the access given to a particular role.

Page Access to Reporting

Only the roles having access to reporting page can see the reporting section in Admin Module and Control Tower.

Data Protection of Process Inputs

Process Input appearing in RPA Dashboards appears plain, masked or anonymized based on the data protection applied.

Compatibility Checker

AssistEdge provides out-of-the-box functionality to have a bird’s eye view of the target automation software versions deployed on User machines. This ensures that there any challenges with running automations due to version conflicts of the target software can be easily identified. For instance, the OOB Compatibility report shows Chrome versions that are installed across robot farm machines.

View Logs in Kibana

AssistEdge provides functionality to push Robot and RPA Listener logs to Elasticsearch. These logs are viewable in Kibana and removes the need for manual login to Robot VMs for troubleshooting purposes. Error, Warning and Info level logs can be published to Elasticsearch.

GDPR Compliance

AssistEdge has ensured that the product is GDPR compliant by providing the option of masking/anonymizing Personally Identifiable Information, accommodate human intervention in automated decision making, customizations to allow appropriate data validation rules, documented process of data flow across components and also support to retain/extract/notify/delete generated data. This is crucial for clients in Europe region since the regulation has been passed in 2018.

License Module

License Server

In the Server License tab, you can view the list of uploaded server license(s) which were placed in the License folder while the installation of AE RPA/Engage product.

Licensing

List of licenses:

  • Concurrent bots license – Restricts the number of bots that can concurrently run
  • Server restriction license – MAC ID based,
  • Engage license (erstwhile SE) – named and concurrent user based
  • Enterprise Personal Assistant– named and concurrent user based
  • Decision Workbench – named 

License Dashboard

The license manager dashboard enables the admin user to manage and monitor licenses, view notifications, and consumption of licenses for AssistEdge.

Upload License

The license portal enables the admin user to upload new product licenses. Users need to upload one or more of the following licenses based on the requirements:

  • Bots license – number of bots based
  • Enterprise Personal Assistant license – named and concurrent user based

License Notification

The customer admin user receives email notifications for license threshold, license expiry, and renewal.

RPA and Engage licenses

The license module can be used to upload licenses for RPA and Engage. The RPA license is created for a number of robots/concurrent number of robots, and Engage licenses are created for a number of named users and number of concurrent users.

 

Migration Workbench

Starting version 18.0_GA of RPA the product supports migration of AssistEdge platform versions using step-by-step guided approach delivered through Migration Workbench. The Migration workbench is a thick client interface which provides a single window/ user interface to migrate platform database, ElasticSearch Transaction store and Robot farm.

 

Enterprise Personal Assistant

AssistEdge Enterprise Personal Assistant is the role-based attended automation solution that is triggered by individual employees and managed centrally by CoE/Core team. Users can also provide manual inputs during the automation. 


Users can easily trigger automation from their desktop directly or through shortcuts. Additionally, they can view the history, process input, and step details of the transaction executed.

Operational Dashboards & Insights for Attended Automation

Operational Dashboards insights on Process and User Performance, SLA adherence, application failures, application usage information, time spent analysis and volume trends over time to bring out seasonality in requests helpful for better planning.

 

AssistEdge Analytics

AssistEdge Analytics for RPA quantifies the expected and actual returns on investment in RPA and helps the organization to make better decisions, optimize the solutions, and learn from any of the pitfalls. Users can provide manual inputs and also get insights on estimated savings and automation pipelines from AssistEdge Discover.

Achieved ROI Insights

ROI Achieved dashboard provides detailed insights around effort savings and cost savings achieved as compared to the target savings set by the user for the overall automation program. Users can also view the distribution of savings across business entities and processes for detailed analysis.

Automation Pipeline

Users having AE Discover can view the Automation Pipeline Count, Estimated Savings and Automation Prioratization matrix as part of the Automation Pipeline Dashboard. Users can also manually add process to the Automation Pipeline.

Depreciated Features

Below are the depreciated features:

 

Feature Module
Siebel Microbots Automation Studio
Oracle EBS Microbots Automation Studio