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Signing into Control Room

Invoking the Process Designer for the first time after installation will bring up a sign-in dialog requesting the provision of information about the Control Room and the credentials to access the Control Room.

The sign-in feature provides an option to connect Control Room, Process Designer, and Buddies using the user's account. This will help to simplify the process and offer better sync across the platform.

This will make the user's account the main link between IntelliBuddies components and, thereby, remove the dependency of using a machine key or license key during the deployment of client tools on the system and connecting it to the Control Room. This also enables floating licenses of client tools and provides more flexibility to the Organization in handling Process Designer and Buddy deployments.

Sign-in Dialog

  • Control Room URL: The URL where your IntelliBuddies Control Room is hosted.
  • Tenant Name: To log into the Control Room, provide the tenant name.
  • Authentication: The Authentication type used by the Control Room. If your Control Room was configured during installation to utilize Windows Authentication, select the type Windows Authentication; otherwise, select Basic Authentication.
  • username: Provide the username to log into the Control Room. This is needed only in the case of Basic Authentication
  • password: Provide the password for the above username to log into the Control Room. This is needed only in the case of Basic Authentication

Once you have filled in the details, click on the Sign-in button. Process Designer opens and shows you the File tab on successful sign-in.

After you sign in, an icon with your initials is displayed on the upper-right side of the Process Designer. To sign out and disconnect from the Control Room from Process Designer, click the icon and select Sign-Out.