Automate license definitions - Automate_Evolve - Latest

Automate Product Support and Licensing

Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Evolve
Automate > Automate Studio
Automate > Automate Studio Manager
Version
Latest
Language
English
Product name
Automate
Title
Automate Product Support and Licensing
Copyright
2024
First publish date
2022
Last updated
2024-09-17
Published on
2024-09-17T09:56:28.075744

Studio license definitions

The Automate products (the “Software”) has two kinds of licenses: named user licenses and bot licenses. There are three types of named user licenses: Runner, Developer, and Developer Pro. There is only a single type of Bot license.

The licensing structure for Automate Studio is based on the number of licenses and the Studio capabilities that are associated with each type of license. Precisely offers named user Runner and Developer licenses for humans. A Runner license enables scripts for SAP to be run; a Developer license enables scripts for SAP to be created and run. For clarification of proper license use, including the differences between a named user license and an RPA bot license, please refer to the License Restrictions page.

Runner license

A Runner license includes the use of the Transaction and Query modules. See the table below for Studio capabilities included with each module.

Developer license

A Developer license includes the use of the Transaction, Query, Direct (BAPI), and GUI for HTML modules. See the table below for Studio capabilities included with each module.

Developer Pro license

A Developer Pro license includes the use of the Transaction, Query, and Direct (BAPI), GUI for HTML and Fiori modules. See the table below for Studio capabilities included with each module.

Bot license

A bot license includes the use of the Transaction, Query, GUI for HTML and Fiori modules with a Studio RPA Runner or Professional User for RPA license for RPA bots. (Precisely does not offer a Developer or Developer Pro license for RPA bots.)

Note: Each named user license in the tables below includes the capabilities noted in its row in addition to all capabilities for each license type listed below it in the table.

Studio licenses

Each named user license includes the capabilities noted in addition to all capabilities noted for each license type appearing below it in the table. For example, in the table below, the Studio Developer license includes the capabilities noted in its row in addition to the Studio Runner license capabilities.

Named user license Capabilities

Studio Developer

SAP Integration via Transaction (recording and mapping) for Excel and Access

Data extraction from SAP via Query and/or export to Excel, Access, and text files

Post and Extract data to and from SAP via Direct by leveraging SAP BAPIs and remote-enabled function modules (RFMs)

SAP data upload via GUI for HTML for Excel
Studio Developer Pro

SAP Integration via Transaction (recording and mapping) for Excel and Access

Data extraction from SAP via Query and/or export to Excel, Access, and text files

Post and Extract data to and from SAP via Direct by leveraging SAP BAPIs and remote-enabled function modules (RFMs)

SAP data upload via GUI for HTML for Excel and Access

SAP data upload via native SAPUI5 Fiori apps for Excel and Access

Studio Runner

Transaction, Query, GUI for HTML and Fiori script execution for SAP

Note: The Studio Developer Pro license and it’s scripts for Studio runners is not available for Foundation or User Governance products.

Foundation licenses

Each named user license includes the capabilities noted in its row in addition to the capabilities of each license type appearing below it in the table. For example, the Studio Developer license includes the capabilities noted in its row in addition to those capabilities noted for the Professional, Standard, and Platform User licenses. And, the Standard license includes the capabilities noted in its row in addition to those noted for the Platform User license.

Named user license Capabilities

Studio Developer

SAP integration via Transaction (recording & mapping) for Excel, Access, & XML

SAP table authoring via Query for Excel, Access, SQL, XML, SharePoint list & text

BAPI authoring via Direct

Composer Solution Development

Professional

Transaction script execution for SAP (multiple records) - Excel & Access

Query script execution for SAP (multiple records) - Excel, Access, SQL, XML, SharePoint list & text

SAPIS Server based script execution (multiple records)

Forms execution (multiple records)

Standard Transaction script execution to SAP (single record) - Excel & Access Query script execution for SAP (multiple records) - Excel, Access, SQL, XML, SharePoint list & text SAPIS Server based script execution (single record) Forms execution (single record)

Platform User

Users for processes not containing data that has come from SAP ERP or will end up in an SAP ERP system

Administrators or Auditors

 

Foundation user role License type
  Studio Developer Professional Standard Platform
Studio Scripts        
Author X      
Script Approver X X X  
Data Reviewer X X X  
SAP Posting using Excel & Access X X X*  
         
Composer        
Author X      
         
Excel Workflow        
Originator X X X  
Contributor X X X  
Reviewer X X X  
Approver X X X  
SAP Posting X X X*  
         
Form Workflow for SAP processes        
Originator X X X  
Contributor X X X  
Reviewer X X X  
Approver X X X  
SAP Posting X X X*  
         
Form Workflow for non-SAP processes        
Originator X X X X
Contributor X X X X
Reviewer X X X X
Approver X X X X

*Standard licenses can only upload a single record at a time during SAP posting.

Bot license Capabilities

Professional User for RPA

Transaction script execution for SAP using a bot

Query script execution for SAP using a bot

SAPIS Server based script execution using a bot

Forms execution using a bot

Foundation - Digital Access API License

API license Capabilities

Digital Access License

A Digital Access License allows licensed customers to expose solutions (which have been pre-approved by Precisely) to access from a third-party application.

The terms below define the scope of the Digital Access License; they are also relevant to the applicable license restrictions. Digital Access License usage is priced according to the anticipated and actual usage levels.

Digital Access license terminology Capabilities

Digital Access API ("API")

The API refers to process extensions APIs provided for the Foundation platform to allow third-party systems to integrate with workflows created on the Foundation platform for the purposes of creating or updating data in SAP

Third-party system users are not named users on the Foundation platform.

Business Object

A business object is defined as a unique data element that can be identified by a unique key which is a combination of one or more of its parameters. An instance of a business object can be identified by this unique key.

Examples: Customers or vendors in SAP. A customer number would be an instance of a business object

Solution

The term solution refers to the workflow and its associated forms that collectively are used to work on a business object.

Solutions can be hierarchical if they operate on a single instance of a business object.

Process

A single process is defined as the Foundation workflow process that ultimately creates or updates data in SAP.

Example: for a customer update solution, a workflow process updates one or multiple customer records in SAP.

Usage

License usage is defined as the number of business objects updated in SAP for the solution for which the Digital Access License is in use. Foundation processes that do not use the Digital Access API will not count against this usage.

Foundation server license

Foundation also has a server license which is offered on a ‘per environment’ basis. Each environment is priced according to a maximum number of users (50 or fewer users, 200 or fewer users, for example). An environment can have multiple machines/instances of Foundation to scale for a higher number of users.

The Foundation license includes two non-production environments for testing. Customers can contact Customer Support to acquire additional non-production environments free of charge.

User governance licenses

Each named user license includes the capabilities noted in its row in addition to all the capabilities of each license type appearing below it in the table. For example, the Studio Developer license includes the capabilities noted in its row in addition to the Studio Runner license capabilities.

Named User license Capabilities

Studio Developer

SAP Integration via Transaction (recording and mapping) for Excel and Access

SAP Table Authoring via Query for Excel, Access, and text

BAPI Authoring via Direct

Studio Runner

Transaction and Query script execution for SAP

Bot license Capabilities

Studio RPA Runner

Transaction script execution for SAP using a bot

Query script execution for SAP using a bot

User Governance also has a server license which is offered on a ‘per environment’ basis. Each environment is priced according to a maximum number of users (50 or fewer users, 200 or fewer users, for example). An environment can have multiple machines/instances of User Governance to scale for a higher number of users.

The User Governance license includes one non-production environment for testing. Customers can contact Customer Support to acquire additional non-production environments free of charge.

Studio Manager licenses

Each named user license includes the capabilities noted in its row in addition to all the capabilities of each license type appearing below it in the table. For example, the Studio Developer license includes the capabilities noted in its row in addition to the Studio Runner license capabilities.

Named user license Capabilities

Studio Developer

SAP Integration via Transaction (recording and mapping) for Excel, Access,

Data extraction from SAP via Query and/or export to Excel, Access, and text files

Post and Extract data to and from SAP via Direct by leveraging SAP BAPIs and remote-enabled function modules (RFMs)

SAP data upload via GUI for HTML for Excel
Studio Developer Pro

SAP Integration via Transaction (recording and mapping) for Excel and Access & XML

Data extraction from SAP via Query and/or export to Excel, Access, and text files

Post and Extract data to and from SAP via Direct by leveraging SAP BAPIs and remote-enabled function modules (RFMs)

SAP data upload via GUI for HTML for Excel

SAP data upload via native SAPUI5 Fiori apps for Excel

Studio Runner

Transaction script execution for SAP using Excel and Access

Query script execution for SAP using Excel, Access, and text

SAP data upload via GUI for HTML for Excel

SAP data upload via native SAPUI5 Fiori apps for Excel
Bot license Capabilities

Studio RPA Runner

Transaction script execution for SAP using a bot

Query script execution for SAP using a bot

Studio Manager also has a server license which is offered on a ‘per environment’ basis. Each environment is priced according to a maximum number of users (50 or fewer users, 200 or fewer users, for example). An environment can have multiple machines/instances of Studio Manager to scale for a higher number of users.

The Studio Manager license includes one non-production environment for testing. Customers can contact Customer Support to acquire additional non-production environments free of charge for non-Precisely hosted Studio Manager. Contact sales for the cost of additional non-production environments for Precisely hosted Studio Manager.

Evolve licenses

Each named user license includes the capabilities noted in its row in addition to all the capabilities of each license type appearing below it in the table. For example, the Studio Runner license includes the capabilities noted in its row in addition to those capabilities noted for the Standard User and Platform User licenses.

Named user license Capabilities

Studio Developer

SAP Integration via Transaction (recording and mapping) for Excel, Access, & XML

Data extraction from SAP via Query and/or export to Excel, Access, SQL, text, XML files or web form solutions

Post and Extract data to and from SAP via Direct by leveraging SAP BAPIs and remote-enabled function modules (RFMs)

SAP data upload via GUI for HTML for Excel

Solution Designer Development

Studio Developer Pro

SAP Integration via Transaction (recording and mapping) for Excel and Access & XML

Data extraction from SAP via Query and/or export to Excel, Access, SQL, text, XML files or web form solutions

Post and Extract data to and from SAP via Direct by leveraging SAP BAPIs and remote-enabled function modules (RFMs)

SAP data upload via GUI for HTML for Excel

SAP data upload via native SAPUI5 Fiori apps for Excel

Solution Designer Development

Studio Runner

Transaction script execution for SAP using Excel and Access

Query script execution for SAP using Excel, Access, and SQL, text, & XML

SAP data upload via GUI for HTML for Excel

SAP data upload via native SAPUI5 Fiori apps for Excel

Upload/Edit Reference Data using Excel, the Excel Add-in, or scheduled queries

Standard user

Review Scripts and Data Files

Transaction or Query script execution to post to SAP or get data from SAP using web forms

Reviewer, Contributors, or Originators for workflow that touches SAP system or EnterWorks data using Evolve Forms.
Limited Standard User

Maximum of 4 logins per year with the Evolve system and these interactions are limited to:

  • Review Scripts and Data Files.
  • Transaction or Query script execution to post to SAP or get data from SAP using web forms.
Reviewer, Contributors, or Originators for workflow that touches SAP system or EnterWorks data using Evolve Forms.

Platform User

This license is intended for Administrators or Auditors.

 

Evolve user role License type
  Studio Developer Pro Studio Developer Studio Runner Standard Platform
Studio Scripts          
Author X X      
Script Approver X X X X  
Data Reviewer X X X X  
SAP Posting using Excel & Access X X X    
           
Solution Builder          
Author X X      
Reference data upload/edit using Excel X X X    
Reference data edit using Evolve UI X X X X  
Reference data edit using scheduled queries X X X    
Reference data schema creation X X      
           
Excel Workflow          
Originator X X X X  
Contributor X X X X  
Reviewer X X X X  
Approver X X X X  
SAP Posting X X X    
           
Form Workflow (includes smart table/repeating web services) for SAP processes          
Originator X X X X  
Contributor X X X X  
Reviewer X X X X  
Approver X X X X  
SAP Posting X X X X  
           
Form Workflow (includes smart table/repeating web services) for non-SAP processes          
Originator X X X X X
Contributor X X X X X
Reviewer X X X X X
Approver X X X X X

SAP interactions via the Studio application or Excel require a Studio Developer, Studio Developer Pro or Studio Runner license. SAP interactions include the following actions with Transaction or Query: validate, debug, test, post, and F4 look-up and include the following actions with GUI for HTML or Fiori: validate, debug, test, and post. For Fiori only properly configured F4 look-up will work.

Bot license Capabilities

Standard User for RPA

Transaction script execution for SAP using a bot

Query script execution for SAP using a bot

SAPIS Server based script execution using a bot

Forms execution using a bot

Note: The Solution builder, Excel workflow, and form workflow do not currently support Fiori or GUI for HTML automation scripts. This limitation also applies to the SAP Data API for Studio Manager and Evolve, and Digital Access API for Evolve.

Evolve also has a server license which is offered on a ‘per environment’ basis. Each environment is priced according to a maximum number of users (50 or fewer users, 200 or fewer users, for example). An environment can have multiple machines/instances of Evolve to scale for a higher number of users.

The Evolve license includes two non-production environments for testing. Customers can contact Customer Support to acquire additional non-production environments free of charge for non-Precisely hosted Evolve. Contact sales for the cost of additional non-production environments for Precisely hosted Evolve.

Evolve - Digital Access API License

This asynchronous API is installed and available with the Evolve installation. It is activated using a unique license activation code.

Digital Access licenses are priced according to the anticipated usage level over the multi-year license term period. API usage is billed upfront on the basis of the defined number of SAP records in the sales contract. Each license purchased has a defined term of 3 years or longer. Actual usage is tracked in Evolve and usage reporting will be made available on-demand or on a monthly basis. You can purchase additional numbers of records at any point by purchasing an additional multi-year usage license. We are unable to provide partial credits for an early stop to a subscription term or to roll over unused records into a subsequently purchased license.

License

Capabilities

Digital Access License

A Digital Access license allows licensed customers to expose Automate solutions for access by third-party applications that only the customer is using.

For the purpose of Digital Access API agreements, the terms below define the scope of the third-party Digital Access license. These terms are also relevant to the applicable license restrictions.

Digital Access License terminology Capabilities

Digital Access API or API

The API refers to process extension APIs provided for the Evolve platform to allow third party systems to integrate with workflows created on the Evolve platform. These APIs are used to launch or interact with a workflow.

The users of third-party systems are not named users on the Evolve platform.

Business Object

An SAP business object is defined as a unique data element that can be identified by a unique key which is a combination of one or more of its parameters. An instance of a business object can be identified by this unique key.

Examples: Customers or vendors in SAP. A customer number would be an instance of a business object.

Solution

The term solution refers to the Evolve workflow and its associated forms that are used to possibly work with an SAP business object. The Solution can be hierarchical if it is operating on a single instance of a business object.

Process

A single process is defined as the Evolve workflow process that ultimately queries data from SAP and/or creates or updates data in SAP.

Example:  for a customer update solution, a workflow process updates one or multiple customer records in SAP.

Usage

License usage is defined as the number of business objects updated in SAP for the solution for which the Digital Access License is in use. Named users that interact with Evolve processes that do not use the Digital Access API will not count against this usage.

Evolve & Studio Manager – SAP Data API license

This synchronous API is installed and available with the Evolve & Studio Manager installations. It is activated using a unique license activation code.

The SAP Data API is priced according to the anticipated usage levels over a multi-year license term period. API usage is billed upfront on the basis of the defined number of SAP records in the sales contract. Each license purchased has a defined term of 3 years or longer. Actual usage is tracked in Evolve or Studio Manager and usage reporting will be made available on-demand or on a monthly basis. You can purchase additional numbers of records at any point by purchasing an additional multi-year usage license. We are unable to provide partial credits for an early stop to a subscription term or to roll over unused records into a subsequently purchased license.

License

Capabilities

SAP Data API License

The SAP Data API License allows licensed customers to expose Automate Studio solutions for access by third-party applications that only the customer is using.

For the purpose of SAP Data API agreements, the terms below define the scope of the third-party SAP Data API License . These terms are also relevant to the applicable license restrictions.

SAP Data API terminology Capabilities

SAP Data API or API

The API refers to functionality provided for the Evolve or Studio Manager platforms to allow third party systems to call and execute Automate Studio scripts. This API is used to query data from SAP and/or create or update data in SAP.

The users of third-party systems are not named users on the Evolve or Studio Manager platform.

Business Object

An SAP business object is defined as a unique data element that can be identified by a unique key which is a combination of one or more of its parameters. An instance of a business object can be identified by this unique key.

Examples: Customers or vendors in SAP. A customer number would be an instance of a business object.

Solution

The term solution refers to the Studio script and its associated data files that are used to work on a business object. The solution can be hierarchical if it is operating on a single instance of a business object.

Process

A single process is defined as an execution of a Studio script that ultimately queries data from SAP and/or creates or updates data in SAP.

Example:  for a customer update solution, a Studio script updates one or multiple customer records in SAP.

Usage

License usage is defined as the number of business objects updated in SAP for the solution for which the SAP Data API License is in use. Named users who interact with Evolve or Studio Manager processes will not count against this SAP Data API usage.

Evolve – Portal Framework license

The Portal Framework is installed and available with the Evolve platform. It is activated using a unique license activation code. The Portal Framework is priced according to the number of externally facing portals that will be created, however there will be additional costs to host the portal in Azure. A Automate Evolve Portal Framework license does not include any Azure services. You can add additional numbers of portals at any point.

License

Capabilities

Portal Framework license

A Portal Framework license allows customers to create portals as a front end for their Evolve system. Customers can create internal portals for their licensed users or create external portals to involve external users (like customers or vendors) in their processes.