Disclaimer
Bizagi Cloud Platform
Bizagi Cloud Platform Architecture
Bizagi Cloud Platform Infrastructure
Bizagi Cloud Platform Security
Getting started with Bizagi Automation
Automation Service user roles and portals
Customer Responsibilities
Define email sender configuration
Cloud portals first steps
Configuring your Administration portals for the first time
Configuring your test and production environments for the first time
Default users configuration
Security definition
Time zone definition
Mailbox integration to complete tasks via email
Building processes for the cloud
Platform considerations
Other considerations
FAQs
Automation Service Overview
Service Description
Available data centers
Security and compliance
Security controls
Identity and access management
Network security
Physical security
Data encryption
Data encryption at rest
Monitoring and operations
Security incident response
Regulatory compliance
GDPR Compliance
GDPR compliance in Bizagi in Bizagi Portals
Introductory concepts of GDPR
Managing your account and personal data
How is personal data collected on Bizagi portals?
Update your personal data
Obtain a copy of all personal data
Subscribe, unsubscribe and manage preferences for newsletters
Deactivate your account
Delete your account and opt out of Bizagi Website.
GDPR compliance with in the Work Portal
Disclaimer
Introductory concepts of GDPR
Terms and definitions
Aspects to consider for GDPR compliance
How is personal data collected?
How is personal data kept accurate and up-to-date?
Which personal data is collected?
What is the purpose of collecting such personal data?
How is consent obtained?
How is personal data deliverable to your individuals?
How is personal data processed, accessed, stored, and managed?
How is personal data disposed?
Security for BI and AI
Reliability
Disaster Recovery
Scalability
Bizagi Automation High Availability
Automation Service infrastructure
Ports and Protocols requirements - Dataflow
Email notifications infrastructure
Support
Service Level Agreement
Considerations and restrictions
Maintenance and monitoring
Upgrades
New to the cloud?
Enterprise Subscription
Admin access and registration
E-mail services
Live Processes
Guidelines when using Live Processes
Designing Live Processes
Modeling the process flow
Defining Live Processes forms
Form Buttons in Live Processes
Using Copy From in Live Processes
Configuring Email tasks
Setting the Conditional flows
Defining Performers
Managing Live Processes
Configuring processes
Live Processes Reports
Promoting Processes
Process cloning and new versions
Access rights for the Live Process menu
Authorizing Users to start cases
Collaborative Live Processes
Managing User Groups
Authorizing users to run Reports
Live Processes from Studio
Entities for Live Processes
Working with Live Processes
Sites
Sites lifecycle
Setting up Sites for your Automation Service environments
Mobile devices
iOS devices
iOS phone navigation
Android devices
Push notifications
Considerations for mobile devices
Change project name
Offline capability
Working offline using iOS devices
Working offline using Android devices
Synchronization Errors
Integrating with Microsoft Intune
Automation Service Management
Accessing Portals and Applications
Signing in the Bizagi Cloud Portals and Applications
How to manage the security policies
How to manage Identity Providers
Multiple authenticators for cloud-based portals
SAML 2.0 examples
Certificates for SAML 2.0 authentication
Configure a SAML 2.0 IdP in the Customer Portal
Configure Azure AD using SAML 2.0
Configure Azure AD B2C using SAML 2.0
Configure ADFS using SAML 2.0
Configure Okta using SAML 2.0
Troubleshooting SAML messages exchange
SAML Error Codes
Open ID examples
Configure Okta using Open ID
WS-Federation 1.-0 examples
Configure ADFS using WS-Federation 1.0
Configure Azure AD using WS-Federation 1.0
How to manage users of your service
Accessing the first time
Customer Portal users and roles
User management
Manage company users
Manage subscription users
Manage project users
Manage users by role
Manage users by role groups
How to manage projects and environments
Detailed BPU report from Customer Portal
How to manage AI and BI projects
Subscription notifications
How to manage your environment with Management Console Web
Sign in Management Console Web
Sign in using Identity Providers
Environment
Options
Proxy Configuration
Deployment Package
Package Visualizer
Sync data
Stakeholders synchronization
Maintenance window
Delete cases
Security
Security option
LDAP
Web administrator password
Organization
User groups
Working Time Schema
Connect
Interfaces
Excel connector
Connectors
ECM
Form Recognizer
Scheduler
User jobs administration
Wait jobs
Alert jobs
Track
Tracing
Event log
BPU usage report in PDF from Management Console
RPA Bots
UiPath
Blue prism
Automation Anywhere
How to manage your Time zones configuration
How the time zone affects Date-Time attributes
From Studio to Automation Service
Develop in single or multiple projects
Considerations about application design
Considerations about integrations
Deployment
Preparing processes for export
Deployed objects
Deploying considerations with entities
Deploying considerations with external systems
How to generate a deployment package
Generate a package from studio
Relate objects
Microdeployment
How to apply a deployment package
Apply a package with the Management Console Web
Viewing package content
Data Synchronization
Continuous improvement and incremental deployment
Environments identity and access management
Work Portal access
SAML authentication
Certificates for SAML 2.0 authentication
SAML general configuration for the Work Portal
SAML configuration with Azure AD for the Work Portal
Alternative manual configuration with Azure AD
SAML configuration with Azure AD B2C for the Work Portal
SAML configuration with ADFS for the Work Portal
SAML configuration with NetIQ for the Work Portal
SAML configuration with Okta for the Work Portal
SAML configuration with PingFederate for the Work Portal
Start session from the Identity Provider
Related topics
Issuing self-signed certificates
Troubleshooting SAML message exchanges
Troubleshooting SAML error codes
Multiple authentication for the Work Portal
LDAP authentication for the Work Portal
OAuth authentication for the Work Portal
OAuth 2.0 configuration with Azure AD for the Work Portal
OAuth 2.0 configuration with ADFS4 using OAuth 2.0 for the Work Portal
OAuth 2.0 configuration with other Bizagi project for the Work Portal
Bizagi local authentication
Multi-Factor Authentication
SMS provider configuration
Troubleshooting user authentication
Synchronizing users
Synchronizing users using SCIM's REST methods
SCIM Schemas
Getting started with user sync using REST
Create a user using REST
Get user information using REST
Update user information using REST
Deactivate a user using REST
Synchronizing users using Azure AD
How to map custom user properties
Synchronizing users via web services
Importing LDAP Users
LDAP attributes
Import users using an Excel
Managing Access to Information
OAuth 2.0 Applications options
Application integration
Integrating external applications from Bizagi
How to choose the right integration feature for web services
Web services connector
Bizagi Connectors
Custom components
Component library example
Component library guidelines
Data integration
Integration using a VPN
SAP Integration
Bizagi RESTful API
Bizagi API authentication
Setting which business information is returned
Quick start guide
Services index
Basic concepts
Lookup services
How to get the structure of related entities
Navigating into linked information
How to get the structure of Columns in collections
URLs for Images and Uploads
Cases search
Properties and querying options
Types of data in Bizagi OData responses
Sending input parameters
Bizagi API examples
C# Coding example to use OData
Data services examples
My Stuff data
My Stuff's actions data
Executed actions data
Searches data
Search execution results and data
Search results' actions data
Relevant to me data
Relevant processes startup data
Queries data
Execute Queries
Entities data
Creation parameters
Stakeholders data
User profile data
Get processes by user
Processes data
Processes startup data
Cases from processes data
Activities from processes data
Activities from processes completion data
Cases from Work portal
Activities from Work portal cases
Data to complete Activities from the Work portal
Data to save Activities from the Work Portal
Events from Work Portal cases
Cases plus activities from Work portal
Metadata services examples
Processes metadata
Stakeholders metadata
Stakeholder's My Stuff metadata
Stakeholder's Searches metadata
Stakeholder's Relevant processes metadata
Project metadata
Query Services examples
Alternative SOAP services
Enabling the WS-Security Bizagi API
Business Insights - Datasets for reporting and process mining
Getting started with Business Insights
Business Insights users and portals
Business Insights portals first steps
FAQs
Using Business Insights service
Creating a Dataset
Creating a Dataset with collections
Adding a column to an existing Dataset
Working with Business Insights environments
Connecting Bizagi processes to feed the Dataset
Updating a dataset record
Consuming the Dataset with external applications
How to create reports with BI
Artificial Intelligence
Creating models and experiments
Working with AI experiments
AI experiments advanced options
Publishing an AI experiment
Connecting Bizagi processes to use AI
Useful Resources
Customer Portal previous versions
Other information