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  • 1.  External User in Evolve Solution

    Posted 21 days ago

    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?



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    Ann Davis
    Technical Data Analyst
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  • 2.  RE: External User in Evolve Solution

    Employee
    Posted 21 days ago

    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



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    Sigrid Kok
    Precisely Software Inc.
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  • 3.  RE: External User in Evolve Solution

    Employee
    Posted 20 days ago

    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



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    Tim Fujita-Yuhas
    VP Product Management, Automate
    Precisely Software Inc.
    WA
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