Automate

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

Hi Rick

The new features, including the external portal and APIs, are only available in Evolve.   

Foundation is based on older technology and won't have these types of features added to it, as end of life is planned in a few years.

I realize upgrading to Evolve will be a project, but with the new migration manager, we've made it much easier to do the migration.  And the underlying platform won't be based on out-of-date SharePoint technology.  There are lots of other benefits.  I hope you are in touch with your account team who can share them with you.

Best Regards,

Sigrid

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

Hi Sigrid,

Thanks for your prompt reply.

Seem there exist or existed a Foundation - Digital Access API License

At least that is what I did find on https://help.precisely.com/r/Automate/Latest/en-US/Automate-Product-Support-and-Licensing/Product-support-Certifications-and-Licensing/Automate-license-restrictions

My understanding was that this can be used in the same way as the newer Evolve - Digital Access API License

Can you please also share your comments on this finding.

Hi Rick

The new features, including the external portal and APIs, are only available in Evolve.   

Foundation is based on older technology and won't have these types of features added to it, as end of life is planned in a few years.

I realize upgrading to Evolve will be a project, but with the new migration manager, we've made it much easier to do the migration.  And the underlying platform won't be based on out-of-date SharePoint technology.  There are lots of other benefits.  I hope you are in touch with your account team who can share them with you.

Best Regards,

Sigrid

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

Hi Rick

I believe those were called "developer extensions" in Foundation. I was helping on a project long ago that launched a workflow this way, but I don't have any of those details. I haven't used the other calls.

I found the documentation here:

https://docs.precisely.com/docs/sftw/automate-foundation/12-1-x/en-us/webhelp/OnlineHelp/composer/winshuttle-developer-references-process-extensions.htm 

Here is part of the information on what it may allow you to do:

Developer Process Extensions

Click a process name to view information, arguments, examples, and more about each extension.

This doesn't give you a portal, but it does give you a way to potentially start or interact with a workflow in Foundation.

Hope this helps,

Sigrid

Hi Sigrid,

Thanks for your prompt reply.

Seem there exist or existed a Foundation - Digital Access API License

At least that is what I did find on https://help.precisely.com/r/Automate/Latest/en-US/Automate-Product-Support-and-Licensing/Product-support-Certifications-and-Licensing/Automate-license-restrictions

My understanding was that this can be used in the same way as the newer Evolve - Digital Access API License

Can you please also share your comments on this finding.

Hi Rick

The new features, including the external portal and APIs, are only available in Evolve.   

Foundation is based on older technology and won't have these types of features added to it, as end of life is planned in a few years.

I realize upgrading to Evolve will be a project, but with the new migration manager, we've made it much easier to do the migration.  And the underlying platform won't be based on out-of-date SharePoint technology.  There are lots of other benefits.  I hope you are in touch with your account team who can share them with you.

Best Regards,

Sigrid

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

For further clarity, this Foundation API service is a chargeable feature that we sold to a single customer to help inform us of the requirements and pricing for the Evolve digital access API.  We're no longer selling this add-on feature with Foundation since the product is going to be end of life in less than two years.  Additionally, even if you were to use this feature with an external portal, it won't support external users who would need to authenticate into Foundation to access their Form with SAP data.  This is why we also created the portal framework as a new Evolve capability.  Lastly, we're currently working on our 25.0 release targeted for Q1 2025 and it will have API improvements, and we are looking to engage with customers interested in the Digital Access API or the SAP Data API so if that interests you, we would be happy to have one of our product managers meet with you to discuss it further.

Hi Rick

I believe those were called "developer extensions" in Foundation. I was helping on a project long ago that launched a workflow this way, but I don't have any of those details. I haven't used the other calls.

I found the documentation here:

https://docs.precisely.com/docs/sftw/automate-foundation/12-1-x/en-us/webhelp/OnlineHelp/composer/winshuttle-developer-references-process-extensions.htm 

Here is part of the information on what it may allow you to do:

Developer Process Extensions

Click a process name to view information, arguments, examples, and more about each extension.

This doesn't give you a portal, but it does give you a way to potentially start or interact with a workflow in Foundation.

Hope this helps,

Sigrid

Hi Sigrid,

Thanks for your prompt reply.

Seem there exist or existed a Foundation - Digital Access API License

At least that is what I did find on https://help.precisely.com/r/Automate/Latest/en-US/Automate-Product-Support-and-Licensing/Product-support-Certifications-and-Licensing/Automate-license-restrictions

My understanding was that this can be used in the same way as the newer Evolve - Digital Access API License

Can you please also share your comments on this finding.

Hi Rick

The new features, including the external portal and APIs, are only available in Evolve.   

Foundation is based on older technology and won't have these types of features added to it, as end of life is planned in a few years.

I realize upgrading to Evolve will be a project, but with the new migration manager, we've made it much easier to do the migration.  And the underlying platform won't be based on out-of-date SharePoint technology.  There are lots of other benefits.  I hope you are in touch with your account team who can share them with you.

Best Regards,

Sigrid

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

Hi Tim,

Clear answer however I still would like to know if within foundation there exist a way to let external users work with a Form with SAP data. 

Rick

For further clarity, this Foundation API service is a chargeable feature that we sold to a single customer to help inform us of the requirements and pricing for the Evolve digital access API.  We're no longer selling this add-on feature with Foundation since the product is going to be end of life in less than two years.  Additionally, even if you were to use this feature with an external portal, it won't support external users who would need to authenticate into Foundation to access their Form with SAP data.  This is why we also created the portal framework as a new Evolve capability.  Lastly, we're currently working on our 25.0 release targeted for Q1 2025 and it will have API improvements, and we are looking to engage with customers interested in the Digital Access API or the SAP Data API so if that interests you, we would be happy to have one of our product managers meet with you to discuss it further.

Hi Rick

I believe those were called "developer extensions" in Foundation. I was helping on a project long ago that launched a workflow this way, but I don't have any of those details. I haven't used the other calls.

I found the documentation here:

https://docs.precisely.com/docs/sftw/automate-foundation/12-1-x/en-us/webhelp/OnlineHelp/composer/winshuttle-developer-references-process-extensions.htm 

Here is part of the information on what it may allow you to do:

Developer Process Extensions

Click a process name to view information, arguments, examples, and more about each extension.

This doesn't give you a portal, but it does give you a way to potentially start or interact with a workflow in Foundation.

Hope this helps,

Sigrid

Hi Sigrid,

Thanks for your prompt reply.

Seem there exist or existed a Foundation - Digital Access API License

At least that is what I did find on https://help.precisely.com/r/Automate/Latest/en-US/Automate-Product-Support-and-Licensing/Product-support-Certifications-and-Licensing/Automate-license-restrictions

My understanding was that this can be used in the same way as the newer Evolve - Digital Access API License

Can you please also share your comments on this finding.

Hi Rick

The new features, including the external portal and APIs, are only available in Evolve.   

Foundation is based on older technology and won't have these types of features added to it, as end of life is planned in a few years.

I realize upgrading to Evolve will be a project, but with the new migration manager, we've made it much easier to do the migration.  And the underlying platform won't be based on out-of-date SharePoint technology.  There are lots of other benefits.  I hope you are in touch with your account team who can share them with you.

Best Regards,

Sigrid

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?

I don't know of a way to do that since all Form users need to authenticate so unless you add your external users as users in Foundation and grant them a standard user license and a means of authenticating into both Foundation and your SAP system, I'm not aware of any way you can let external users work with a form that has SAP data in it.

Hi Tim,

Clear answer however I still would like to know if within foundation there exist a way to let external users work with a Form with SAP data. 

Rick

For further clarity, this Foundation API service is a chargeable feature that we sold to a single customer to help inform us of the requirements and pricing for the Evolve digital access API.  We're no longer selling this add-on feature with Foundation since the product is going to be end of life in less than two years.  Additionally, even if you were to use this feature with an external portal, it won't support external users who would need to authenticate into Foundation to access their Form with SAP data.  This is why we also created the portal framework as a new Evolve capability.  Lastly, we're currently working on our 25.0 release targeted for Q1 2025 and it will have API improvements, and we are looking to engage with customers interested in the Digital Access API or the SAP Data API so if that interests you, we would be happy to have one of our product managers meet with you to discuss it further.

Hi Rick

I believe those were called "developer extensions" in Foundation. I was helping on a project long ago that launched a workflow this way, but I don't have any of those details. I haven't used the other calls.

I found the documentation here:

https://docs.precisely.com/docs/sftw/automate-foundation/12-1-x/en-us/webhelp/OnlineHelp/composer/winshuttle-developer-references-process-extensions.htm 

Here is part of the information on what it may allow you to do:

Developer Process Extensions

Click a process name to view information, arguments, examples, and more about each extension.

This doesn't give you a portal, but it does give you a way to potentially start or interact with a workflow in Foundation.

Hope this helps,

Sigrid

Hi Sigrid,

Thanks for your prompt reply.

Seem there exist or existed a Foundation - Digital Access API License

At least that is what I did find on https://help.precisely.com/r/Automate/Latest/en-US/Automate-Product-Support-and-Licensing/Product-support-Certifications-and-Licensing/Automate-license-restrictions

My understanding was that this can be used in the same way as the newer Evolve - Digital Access API License

Can you please also share your comments on this finding.

Hi Rick

The new features, including the external portal and APIs, are only available in Evolve.   

Foundation is based on older technology and won't have these types of features added to it, as end of life is planned in a few years.

I realize upgrading to Evolve will be a project, but with the new migration manager, we've made it much easier to do the migration.  And the underlying platform won't be based on out-of-date SharePoint technology.  There are lots of other benefits.  I hope you are in touch with your account team who can share them with you.

Best Regards,

Sigrid

Can one of you also share insights if external users be given access to a winshuttle foundation form? We are not yet using the evolve platform.

There is one other option that some customers choose to do if they don't want to use the Evolve external portal and that is to leverage an existing external portal that you already have, and have it call the Evolve digital access API to integrate an Evolve forms and workflow solution that has organizational participants in it.  There is a cost for usage of the Digital Access API but this is another possible solution assuming you already have a portal that can support whatever form and data validation rules you want for data entry by an external user.  See here for more information:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Solution-Developer-Help/APIs/Digital-Access-APIs?tocId=WJxlyESynSdCMfsR8JcWjQ

Hi Ann

Prior, we told people to run the product in the DMZ, but that doesn't make it secure enough for most customers.  And think about it, you would be giving someone outside of your network access to an application that posts/extracts to/from SAP, which could be risky.

External Portals are the best way to accomplish this securely.   And yes, it is an extra cost feature that would be hosted on Azure. 

Documentation here:  https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=LQqJz0JqFP3uF22J1yygvw 

and

https://help.precisely.com/r/Automate-Evolve/Main/en-US/Automate-Evolve-User-Guide/Global-Administrator-Help/Evolve-Administration-App/Portal?tocId=ILd8ewSY_EbW2XcHMYQt6w

Best Regards,

Sigrid

Is there a way to involve and external user to in an Evolve solution other than the use of the Portal. Additionally, am I reading correctly that in order to create/use a portal it requires specific licensing?