Resources

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How to Do CRM Automation

Use robotic process automation (RPA) to easily integrate your CRM system with your most critical business applications to streamline your business processes. Learn how with Automate.
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HelpSystems (now Fortra) Rebrands Automate BPA Server to Automate Plus

Fortra is excited to announce that Automate BPA Server, our powerful enterprise business process automation (BPA) software, is now Automate Plus. All the features you know and love in Automate BPA Server are still available but Automate Plus aims to provide a more robust set of automation tools. ...
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Automatically Download a File from SharePoint in 3 Easy Steps

Microsoft SharePoint collaboration software is one of the more powerful tools for companies that need enterprise-scale solutions to mange content, administer business processes, and streamline how people find and share information across the network.
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Code-Free Database Automation

Watch the recorded webinar to learn how to automate tedious database interaction tasks like data entry, reading incoming data files, and more.
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Using NFS with Webdocs – iSeries

Webdocs – iSeries references the documents it stores by an IFS (Integrated File System) path. There is, however, no requirement that the IFS path refer to a file system on local disk. In fact, for many Webdocs iSeries implementations, it is advantageous to store some or all of the documents from Webdocs on remote file systems that are shared using NFS (Network File System) and mounted into the IFS...
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Dealing with Temporary Files in WebDocs iSeries

WebDocs iSeries uses the IFS directory /RJSTEMP and the library RJSTEMP to store information and files temporarily. In general, it will attempt to clean up after itself, but there are situations which arise that do not perform clean up operations. As a result, files will gradually accumulate, taking up disk that could otherwise be used for other processes. The RJSTEMP library The RJSTEMP isn’t...
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Advanced Troubleshooting in WebDocs iSeries

As a WebDocs iSeries administrator, if something goes wrong your users will look to you to find, and fix, the matter. Simply knowing where to look when an initial error message is unclear can resolve a huge percentage of difficulties.
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Considerations For Securing NFS Shares For Use With Webdocs iSeries

NFS has long had a tentative relationship to security. As with its cousin, CIFS/SMB (more commonly know as Windows File Sharing), security was not an area of primary focus. The elements of security that exist are significant, but they are nontrivial to implement, particularly across operating systems and with third-party applications.
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Automate 7 Task Builder in Depth

Automate 7 Task Builder now supports multiple tasks within one Task Builder instance. While this has the obvious benefit of increasing the ease of use of editing and creating multiple tasks in one place we've taken it a step further and implemented a feature that many have asked for:
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How to Automate Backup & Restore Processes in Automate

In this article we will take a look at the importance of backing up Automate data in order to prevent data loss. We will also learn how to go about backing up remote Automate installations, performing automated backups and achieving data recovery in case data loss occurs despite the best of our efforts and precautions.