Working with Evolve - Automate_Studio - Latest

Automate Studio with Evolve User Guide

Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
Language
English
Product name
Automate Studio
Title
Automate Studio with Evolve User Guide
Topic type
How Do I
Administration
Installation
Overview
First publish date
2018
ft:lastEdition
2024-06-13
ft:lastPublication
2024-06-13T14:35:52.915393

Concurrent logons

You can log on to two computers at the same time. If you log on to a third computer, Evolve notifies you that only two logons are allowed, and the third session is disconnected.

Synchronize logs to Evolve

If you previously used a stand-alone version of Transaction or Query and now work with Evolve, you can send existing logs to your Evolve site so that user data for reporting is available in Evolve.

  1. On the Log Viewer page, click Sync to Evolve.
  2. Existing logs are sent to the Evolve site. If for some reason, some of the logs are not synchronized, you are notified and can re-synchronize the logs.
  3. When all the logs are successfully synchronized, the Sync to Evolve button will no longer be available.

Sign in with a different user name

At any time, whether you are starting a session or are in the middle of a session, you can sign in as a different user. With the Change User feature, you can use the same credential to sign in to different domains.

  1. Click the File tab.
  2. Click Account, and then click Switch Account.
  3. Type the user name and password, and then click OK.

Sign in to a different site

In Studio 20.3 with Evolve, you can switch between apps—for example, between a non-production app and a production app, or between a development app, a staging app, and a production app.

  1. Click the File tab, and then click Account.
  2. Click Switch App.
  3. Choose the app that you want, and then click OK.
Note:

The name of the app you select will appear under the section titled “License retrieved from."

The list of apps is configured on the Evolve site.

Sign out

  1. Click the File tab.
  2. Click Account, and then click Sign Out.

View the user profile

You can view your user profile at any time to see which roles and server policies apply to you.

  • In Studio: Click Evolve User Profile.
  • In Excel: Click User Profile.