Automate Product Overview and Demonstration

Automation for Your Key Business Processes

HelpSystems At-A-Glance

A Global PerspectiveWith 525+ employees and >20 offices worldwide

Customers

The Automation Continuum

Dev Ops & Self Healing Systems

Flexible IT Software SolutionsOur solutions help customers save time, money, and eliminate errors.

• Automate manual IT

and business processes

• Remove costly

scheduling gaps and

delays

• Meet service-level

agreements

• Avoid outages and

network slowdowns

• Application

Performance

• Access real-time data

from anywhere

• Run lightning-fast large

queries

• View dashboards from

any browser

• Present metrics in a

user-friendly format

• Data warehouse

• Protect critical data at

every access level

• Centralize user profile

administration

• Eliminate viruses before

they spread

• Stay informed when

security event occur

• Simplify compliance and

pass any audit

• MFT

• DB encryption

• Automate

document capture

• Speed up approval

processes

• Safeguard documents

• Reduce printing, storage

and distribution costs

• Index documents

via OCR or database

SYSTEMS & NETWORK MGMT. BUSINESS INTELLIGENCE SECURITY & COMPLIANCE DOCUMENT MANAGEMENT

We Solve Everyday Business NeedsHelpSystems Solution Suite

• Enterprise scheduling and business process automation(IBM i, AIX, Unix, Linux, Windows)

• Monitoring (IBM i, AIX, Linux, Windows)Performance, OS Monitoring, Application

• Network monitoring (anything with an IP address)

• Security and compliance (IBM i, AIX, Linux, Windows)

• Business Intelligence and data warehouse (IBM i)Modernize your data access and reporting

• Document lifecycle management (any platform)Scanning, electronic forms, signature, workflow, distribution

• Backup and HA (IBM i)

We Solve Everyday Business NeedsHelpSystems Solution Suite

• IT Automation

• Business Process

Automation

• Network Monitoring

• Message & Event

Monitoring

• Performance Monitoring

• High Availability

• Data Backup

Management

• Remote Monitoring

& Management

• Enterprise Data

Access

• Executive

Dashboards

& Reporting

• Mobile Data Access

• Data Warehousing

• Vulnerability Assessment

• Virus Protection

• Identification & Access

Management

• Security & Integrity

Monitoring

• Security Policy

Management

• Secure Managed File

Transfer

• Compliance Reporting

• Professional Security

Services

• Process & Workflow

Management

• Document Scanning &

Digital Storage

• Data Capture & Forms

Management

• Document Creation &

Assembly

• Signature Capture &

Approval Management

• Document Distribution

Why automation ?

• Any work you do more than once should be automated.

• “AutoMate is the hardest working employee we have! It

works 365 days a year, never complains, and never needs a

holiday off.”

Help Your Workforce to Automate Their World

RPA

Personnel productivity: user-friendly “recording” of

tasks and workflows

• Eliminate repetitive task

• Easy ‘recording’ of processes

• Scale from individuals to teams

Enterprise Automation/Business Process Automation

Automating mission-critical IT & business processes

• Enterprise automation platform powering your IT and operations through automation

• Improve team productivity

• Meet internal and external SLAs

• Enable DevOps, ETL…

• Bot farms

• Compliance

Work Smarter. Grow Faster.

Beyond RPA

Multi-step cross-functional workflows, native system

integration

• Go beyond recorded workflows to capabilities only available with native integration

• 600 out-of-the-box actions• Power to take complex

workflows and quickly automate them

• ETL, FTP, Terminal Emulation, EAI, SharePoint, Batch Processing, etc.

Enterprise Job Scheduling

Automate key processes within applications

• Automate and integrate critical business processes across multiple applications and platforms

• Streamline operations and centralize control over your Windows, UNIX, Linux, and IBM i systems

• Platform flexibility• Application integrations

out of the box; quickly extend to new integrations

• Simple-to-complex scheduling

• Audit trail, security, etc.

Personnel Productivity

Enterprise IT Automation

Monitoring

For the extended enterprise – system, application and

network

• Situational awareness -ensure systems are operating as expected

• Enable identification of key controls and areas for continuous improvement

• Identify areas for operational improvement through automation

Individuals & Teams Business Applications Systems & Infrastructure

AutoMate Complete

Automate Complete

AutomateDesktopIndividual Desktop Business Processes

Automate Enterprise

Server BasedBusiness Processes

Automate ScheduleAdvanced Job Scheduling

Automate MonitorNetwork Monitoring

Document Management and Paperless ProcessCapture and Manage Documents – Helping Companies Go Paperless - WebDocs

• Scanned and electronic documents (AP invoices, orders and more)

• OCR form processing

• Capture inbound email

• Import reports and documents

• Capture signatures on documents

• Generate electronic forms and reports

• Capture data with web based forms

• Report bursting and delivery

• Integrated with AutoMate

Network MonitoringLive Network and Traffic Flow Monitoring - Intermapper

• Live visual view of your network

• Monitor any network device (IP address or SNMP)

• Create interactive, visual network maps

• Mobile and web user interface

• Auto discover your entire network

• App to work with Splunk Enterprise

• Windows, Unix, Linux, MacOSX

• PowerShell integration

• Integrated with AutoMate

Secure File Serving and Private CloudEliminate DropBox, Onedrive and Other Public Cloud Storage

• Secure FTP file server (FTPS/SFTP)

• Web based file access

• GoDrive – desktop and mobile sync client

• Send secure email messages via web

• Integrated with Automate

Are your users bored with daily repetitive tasks?

Where do users spend the most time doing manual work?

• Running daily tasks and jobs manually

• Transferring and processing files

• Interacting with web sites

• Entering data in multiple applications

• Generating reports and spreadsheets

• Extracting or importing Excel data

• Copying, pasting and reformatting

• Moving data between different formats

• Processing incoming email messages

• Web site, network and server monitoring

• Managing document workflows

Time to Eliminate Mind Numbing Work

Terms Used to Describe Automation

• Robotic process automation

• Swivel chair automation

• Business process automation

• Scheduled tasks

• Edge process

• Digital assistant

• Buzzwords to describe automation

Departments Where Automate Can Be Utilized

IT departments

• Running scheduled jobs

• File transfers

• Data extractions

• DevOps automation

Business departments

• Automate repetitive daily tasks

• Eliminate copy/paste of data

• Robotic process automation

Let Us Help

HelpSystems Services

• Training

• Mentoring

• Workflow development

• Requirements gathering

• Support

Approach to Defining Automation Tasks and Workflows

• Process requirements gathering

• Create an outline of manual steps

• What does the human do?

• How much can we automate?

• Process is consistent

• Follows a general

predictable pattern

• Can be automated

Automate Process Automation Capabilities

Key Automate Solution Attributes

Intuitive Development

Drag and drop, easy to use interface (no coding)

Reusable components, facilitating process re-use and team member collaboration

Extensive user forums, samples, videos and training courses

Simple deployment

600 + Automation Actions

Supports front office and back office automation

Comprehensive workflow support –rules, variables, calculations, exception handling, triggers

Extensive out-of-box integrations –API, built in functions

Foreground and background automation (attended and unattended)

Highly Extensible Infrastructure

Easily and cost effectively scale from POC to enterprise deployment

Centralized, and secure repository

Full audit capabilities

High availability and disaster recovery deployment support

Enterprise Readiness

Extensive scheduling capabilities

Version control

Support for DevOps infrastructures –development, testing, production

Ops Console – NOC / operations control room dashboard – view and remediate

Active directory (role based access control)

Configurable Robotic Automation Templates

Write Hundreds of Lines of Custom Code

Create Reusable and Configurable

Robotic Automation Templates

Would you rather…

-or-

Train Automate To Do The Work

• Perform Specific Work

• Create Automation Templates

• Configurable Settings

• Modify or Clone If Needed

• Set up Schedule or Triggers

• Turn it On

• Workflow Problem Solved

• Minimize developer involvement

• Low code

Goodbye Windows Task Scheduler

• Improve and automate existing apps

• Automate your existing scripts

• PowerShell, VB, executables, etc

• All work is scheduled in one place

• Logging is built-in and automatic

• Error notification is automatic (Email / SNMP alerts)

• Error handling is automatic

• Error retry handling for resiliency

• Custom logging to database or files as needed

Task Scheduler

Characteristics Of Reusable Automation Processes

• Features of AutoMate automation platform

• Built in scheduling

• All work is scheduled in one place

• Logging is built-in and automatic

• Error handling is automatic

• Error retry handling for resiliency

• Error notification is automatic (Email / SNMP alerts)

• Custom logging to database or files as needed

Schedule All Common Tasks In One Place

• Document capture tasks

• Email capture tasks

• Index or ERP backfilling

• Workflow initiation

• Form initiation

• Other document processes

• All work scheduled in central location

• Team knows where to find automation workflows

• Operations teams can take vacations without interruption

What is Automate?

Use drag-and-drop actions…

…to build managed workflows…

…which run in response to events.

An IT and business process automation platform that allows you to create, manage and

deploy tasks and workflows — without writing code

Common Process Automation Capabilities

✓ Managed File Transfer (FTP/SFTP/FTPS)

✓ Network and PC File Management

✓ File Compression And Encryption

✓ Read/Write Any Database

✓ Read/Write Excel, CSV, XML, JSON, Text Files

✓ Inbound and Outbound Email Processing

✓ Microsoft SharePoint Integration

✓ Active Directory User Provisioning and Onboarding

User Interface or Robotic Process Automation

✓ Web browser applications

✓ Windows desktop applications

✓ Java applications

✓ Telnet Terminal

✓ IBM i 5250,Mainframe 3270, VT100, SSH

✓ When your applications have no APIs available

Integration

✓ Image Capture/OCR/PDF Processing

✓ Run Command Line Apps and Executables

✓ Web Service Calls (SOAP/REST)

✓ VB/COM/ActiveX – Classic AutomationExcel/Word/Outlook Automation

✓ PowerShell Commands

✓ Microsoft .Net Custom Assemblies (C# / VB)

✓ VMware server and guest automation

✓ Amazon and Microsoft Cloud Services

Automate Version 11 - Actions

✓ Email trigger – MS Exchange

✓ JSON action

Automate Version 11 – Optimized Task Builder/Engine

✓ Same great look and feel

✓ Data value highlighting

✓ Dockable panels

✓ New variable inspection system

✓ Simplified event/function editing

✓ Updated task engine

✓ New AML format V3.0

Task Builder – Building, Debugging and Testing Tasks

Workflow Process Designer – Automate Enterprise

Scheduling and Triggers

Time scheduling, polling intervals, directory monitoring and more

SharePoint

ExchangeOffice365

Task Builder – Scheduling and Execution

Automate Versions

Server Agent B

Individual Desktop or Server Automation Centrally Managed, Scalable Process Automation Across One or More Servers

AutoMate Automate Enterprise

How Many Processes Can 1 Agent (Robot) Perform

One Task At a Time For Attended Automation

Run ReportWindows App

Download EDI Orders

Enter Application

Data

Multiple Unattended Background Processes

How Many Processes Can 1 Agent (Robot) Perform

Multiple Unattended Background Processes

File Transfer

Data Extract

Email Automation

User Onboarding

Limited Only By Windows Server Horsepower

Automate Enterprise – Server Management ConsoleUser Management and Permissions - Advanced Feature Add-On

Automate Enterprise – Server Management ConsoleRuntime Agents and Robots

Automate Server Deployment TopologyDeploy On-Premise or In The Cloud

Mobile Web Based Ops Console

Server Mgmt Console (SMC)

Workflow Designer

Task Builder

Agent Management

Process Management

Triggers

Log Events

User Management

Reusable Object Repository

SQL

Development Client

Cross Platform Process

Agents can run tasks on

Linux

Unix

Mac OSX

Solaris

Windows

IBM i

Central Automate

Enterprise Server

SQL Server Database

Tasks, Workflows, Agents

Logs, Schedules

Emulation and ODBC tasks

IBM i/AS400 – TN5250 & ODBC

Mainframe – TN3270

Unix/Linux/Aix - SSH

Telnet – TTY, ANSI, VT52,

VT100 VT220, VT320

Windows

Server Agents

7, 10, 2008 2012

Windows VM

Mobile Web Based Ops Console

Deploy In

Cloud Data Centers

Dev Ops and Redundancy SupportSet Up Automate Enterprise Server Environments to Support Development, Test and Production Requirements

Non-Production(Development/Test Environment)

Client Access Licenses

SQL

Server

TestDev

Prod

Client Access LicensesAgents

Developer DeveloperDeveloper

DR

Production

High Availability and Disaster RecoverySet Up Automate Enterprise Environments to Support High Availability and Disaster Recovery Environments

• VMware or Hyper-V Replication

• Licensing for DR Server and Agents

• Primary and Secondary Installation of Automate

Enterprise with Shared Database

• Backup or Snapshot Database Nightly

• Easy to set up in IT friendly in today’s

Virtualized Data Centers

• Requires HA/DR Licensing of Automate Enterprise

and Agents

• Sleep better knowing your Automate Enterprise is

protected

SQL

Server

Prod

Agents

Developer

DR

Automate Product Roadmap

Version 10.5 - delivered

• New Server Ops Console (Enterprise)

• Public RESTful API

• Report enhancements

• Detailed step logging

Version 11

• Exchange email trigger

• JSON action

• Updated task builder

• Updated task engine – AML 3.0

Automate Enterprise Ops ConsoleResponsive Web Interface to Manage Automate Enterprise from Anywhere - Advanced Feature Add-On

Automate Enterprise Ops ConsoleResponsive Web Interface to Manage Automate Enterprise from Anywhere - Advanced Feature Add-On

Automate Enterprise REST APIRun Automate Workflows from Your Own Applications

• Same API used by Automate Enterprise Ops Console

• Run Tasks on Windows Agents

• Run Workflows on Windows Agents

• Run Processes on Multiplatform Java Agents

• REST API

• URL based calls

• Returns JSON

For IBM i Users - Feels Like CL Programming for Windows

IBM i Integration

• Read/Write IBM i Database

• Call CL and RPG Programs

• Run CL Commands

• Run Stored Procedures

• Telnet Terminal Automation (5250)

• Java Process Agent (Automate Enterprise)

• Automate Schedule Integration

• Robot Schedule Enterprise Integration

Have your developers said one or more of the following

• I can write that process much faster myself in C# or Java

• We don’t need vendor software for scheduling

• I’ll put some custom logging into the new application

• I’ll document that when I have some free time

• I’ll be on vacation. Someone needs to monitor this app

• Does anyone on staff know BAT file programming ?

• This will take a few months of programming once I get to it

• Which scheduler is triggering that application ?

• I never get feedback from Windows or SQL Server scheduling

• We can’t bring all these disparate apps together in one place

Developers Like

• Writing code

• Rapid development

• Solving problems

• Modularizing logic

• Re-using components

• The next challenge

• Absolute control

Developers Favorite Languages

• Java

• .Net - C# / VB

• VBScript

• JavaScript

• Node.Js

• PHP

• Ruby

• BAT files

• PowerShell

• Bash/shell scripting

Developers Don’t Like

• Worrying about job scheduling

• Dealing with error handling

• Creating custom logging for each app

• Chaining disparate processes together

• Generating the same process twice

• Telling users they can’t solve an issue

• Integrating multiple DevOps build tools

• Giving up control

SQL Server Commands and SSIS Package Integration

• Database actions

• Insert/Update/Delete

• Run SSIS via stored procedure

• Run SSIS via DTEXEC.EXE

• Capture return codes

• Capture stdout error messages

• Respond to errors

• Scheduling, polling, file system monitoring, etc.

What is Your User Onboarding Process?

• What is the Onboard process trigger ?

• Email/File/Info from HR system

• What are the onboard process steps ?

• Create user and mailbox

• Assign manager, dept and title

• Send credentials to manager or user

• Procure computers and other equipment

• Add to other applications

• Offboarding

Automating Help Desk Operations

• Intercept help desk emails

• Process help desk queues

• Access help desk service APIs

• Password resets

• Provision users

• Run tasks and workflows

• Other onboarding sequences

Install Software Update and Patches

• Transfer or copy files to remote servers

• PowerShell commands(local and remote)

• WMI commands(local and remote)

• Run remote capable Windows commands

• Run executable packages

• Run any local server process

• Automate Agent on servers if full control needed