The Operational Agility Software Company

Portal User Guide

The Blue Prism Portal is a resource provided to partners, customers and accredited practitioners which
facilitates access to the latest software releases, framework and methodology templates and supporting
technical documentation.

If you are a registered user, please log in using the link below. Otherwise, register your details and your
application will be reviewed and an email notification sent when it has been approved.

Blue Prism Portal - https://portal.blueprism.com/

Navigation
The Blue Prism Portal is split into different areas of interest in which this brief user guide will explain each
section:

Releases
Contained within the Release area are the Blue Prism releases (historical and present) available pending
on your user profile

Additionally all the “add-on’s” required such as MAPIEx and Login Agent are available and under “extras”
is the JAB (Java Access Bridge).

Product Documentation
You can browse the technical, functional and operational descriptions of how the product works and how
it is designed and deployed across an organisation’s technical infrastructure using the sections below.

All the collateral you will require to understand the technological capabilities Blue Prism provides and to
further understand the product are provided within this area.

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Methodology
A Blue Prism Agility Program is a rolling program of work which rapidly delivers on-going business value
through the identification and automation of manual processes within a structured and controlled, IT
approved environment.

The Framework has been designed to integrate fully with our customer's incumbent change management
systems thereby removing the need for additional procedural and governance obligations.

You can browse the documentation templates and reference documents via the folder list provided.

Support
The support section of the Portal provides information regarding product support hours and methods of
contacting the Blue Prism Customer Services.

Also provided is useful information for when contacting the Blue Prism Customer Services for assistance
as to what information you will require in order to expedite the process and ensure your query is handled
quickly.

It also offers a link through to our Help Desk system, enabling specified users to view their existing
tickets and raised new support requests.

User Group
The Blue Prism User Group provides a platform to support the growing number of regular users in the
Blue Prism community.

The forum provides an interactive, collaborative environment within which Blue Prism users can share
ideas, problems, solutions and suggestions for future product functionality.

The outputs from all previous User Group meetings can be found in this section

Training
Blue Prism Training provides a range of educational products and services to support the Blue Prism
Developer Accreditation Programme.

Using a combination of eLearning, classroom learning and mentoring by experienced Blue Prism
consultants, developers new to Blue Prism can quickly acquire the necessary skills and experience to
deliver professional Blue Prism solutions.

Continually guided and supported by Blue Prism, trainees are escorted through a methodical and
controlled accreditation programme at a pace and path suited their individual requirements

Please see the Appendix for details regarding which user profiles have access to which training and
support materials. The Tutorials section lists the available tutorials and provides a link to request access
to any tutorial applicable to a user’s role.

info@blueprism.com • +44 (0)870 879 3000 • Centrix House, Crow Lane East, Newton-le-Willows, WA12 9UY

Commercial In Confidence, © Blue Prism

 The Operational Agility Software Company

Forums
The Blue Prism discussion forums provide an invaluable area to be able to interact with fellow Blue Prism
users, and keep up to date with various announcements and useful hints and tips.

In order to be notified when new posts are made to the forums, the Portal enables users to set up a
notification subscription which can send an email any time new content is added.

Blue Prism recommend that all Blue Prism developers set the notification on as it provides an invaluable
community for sharing ideas and problem resolution

My Account
This enables you to change your password or email address, but most importantly allows you to set up
Subscriptions within the Portal. You have the ability to turn given subscriptions on or off for topics you are
most interested in or feel are useful to you during your current development. Once subscribed to a topic
you can select to receive notifications immediately once further information has been added.

Blue Prism Website

Along with the Blue Prism Customer Portal, there is further information about Blue Prism that you may
want to look at on our website at www.blueprism.com

info@blueprism.com • +44 (0)870 879 3000 • Centrix House, Crow Lane East, Newton-le-Willows, WA12 9UY

Commercial In Confidence, © Blue Prism

 The Operational Agility Software Company

Appendix

Training and Support Material

Courses and Tutorials

Assessment
Developer

Controller

Support
Duration
Courses
Foundation 16-24 hours l
Practitioner 5 days l
Product Induction 1-2 hours l l
Surface Automation 1 day l

Tutorials
BP Calendar 10 mins l l
Object Layer Design 15 mins l
Process Controller 20 mins l l
Process Definition Document 10 mins l l
Raising a Support Request with Blue Prism 15 mins l l l
Resource Pools 10 mins l l
Scheduler – Configuration 10 mins l l
Scheduler – Reports 10 mins l l
Scheduler – Schedules and Tasks 15 mins l l
Scheduler – Timetables 10 mins l l
Support Analyst 20 mins l l l
Web Services – Blue Prism Processes as a Web Service 15 mins l
Web Services – Using Web Services 15 mins l
Work Queues 20 mins l

info@blueprism.com • +44 (0)870 879 3000 • Centrix House, Crow Lane East, Newton-le-Willows, WA12 9UY

Commercial In Confidence, © Blue Prism

 The Operational Agility Software Company

Guides and Templates

Assessment
Developer

Controller

Support
Guides
Blue Prism Login Agent - User Guide l
Business Object Template - BASIC - Instructions l
Business Object Template - Start Up Close Down - Instructions l
Credential Manager l
Exception Handling l
Extending Automations using the .NET Framework l
Mainframe Automation l
Process Examples - Instructions l
Process Template 1 - Instructions l
Process Template 2 - Instructions l
Using the Blue Prism Mainframe Spying Tool l

Templates
BPA Process - Process Template 1 l
BPA Process - Process Template 2 l
BPA Process - Process Template 3 l
Object Examples l
Process Examples l
Process Examples EDGEWORKS l
BPA Object - SystmOne - Launch l

info@blueprism.com • +44 (0)870 879 3000 • Centrix House, Crow Lane East, Newton-le-Willows, WA12 9UY

Commercial In Confidence, © Blue Prism