Setting up a New emSign Bot

Navigate to:

Go to Certificates> Bots to begin the setup

· Account Administrator Restrictions:

· By default, the account administrator can create only one emSign Bot. To create additional bots, the administrator must contact the account manager.

Who can create bots?

· Both Resellers and Enterprise users can create emSign bots.

Filtering Bots:

· Use the search option or advanced search to filter and locate specific bots.

Adding a new emSign bot:

· Click the plus (+) icon in the top-right corner to open the New emSign Bot modal.

Configuring the New Bot:

o Provide the Bot Name and select the Group

o Click the “Generate Bot Token” button to complete the setup

Activating the Bot:

Once created, the bot status will display “Activation Pending”

To activate the bot, click the "Settings" button in the action column. This will navigate to the emSign Bot View page, where you need to complete the following:

§ emSign Bot Information

§ Configure Scan targets

§ Set up scan schedule

§ Additional Information

emSign Bot Information

All relevant details, including the bot name, group, bot token, and status, will be pre-filled based on the emSign Bot’s configuration.

Account administrators have the option to modify the bot name, as shown below.

Configure Scan Targets

To scan certificates from the server, the account administrator must provide one of the following:

· FQDN (Fully Qualified Domain Name)

· IP Address or IP Address Range

· TCP Port

To add multiple scan targets, click the "(+)" button, as shown below.

· Import Scan Targets from Existing emSign Bots

· To import scan targets from an existing emSign Bot, the administrator can click on the "Import Settings" option.

· Upon selecting "Import Settings," a modal will appear, as shown below.

· The administrator can choose a bot name from the available list and click the "Import" button to proceed.

Setup up Scan Schedule

Configure the scan schedule using the following options:

· On Demand: Selecting this option allows the administrator to run scans at any time, without time restrictions.

· Daily: If this option is selected, the administrator must specify the scan date, time, and time zone. Once configured, the system will automatically scan the certificates from the server daily at the scheduled time.

· Weekly: When this option is selected, the administrator provides the scan day, time, and time zone. The system will automatically perform the scan every week at the specified time.

· Monthly: For this option, the administrator sets the scan date, time, and time zone. The system will conduct the scan on the specified date and time each month.

· Stop if scan run time exceeds: Enabling this option ensures that the scan will automatically stop if it exceeds the specified time, particularly if the bot encounters issues while scanning certificates from the server.

· Advanced Settings: Administrators can enable this option to access additional settings, such as multi-thread configuration and detailed scan options for enhanced control.

Additional Information

In this section, administrators can add the reporting tags and & order remarks to streamline order management.

Reporting tags

· The account user can add the reporting tags by clicking the "Add tag" option to map them to the order request for easy filtering.

· Provide the tag name & tag value and click on "Save" button to proceed .

Order Remarks

· The account user can enter order remarks & can click on "Save" button to proceed.

· Upon creation, the emSign bot status will changed to "Active" & all relavant actions will be displayed in the grid as shown below. Grid Actions

Run Scan: Initiates a scan based on the configured scan targets when this button is clicked.

Suspend Bot: Suspends the bot, changing its status to "Suspended."

Deactivate Bot: Deactivates the bot, setting its status to "Inactive." The bot will no longer be used.

View: Navigates to the My emSign Bots view page, where the Regenerate Bot Token and Edit buttons are available

Edit: If the account administrator needs to modify the emSign Bot information, click the "Edit" button

Regenerate Bot Token: To generate a new bot token, click the "Regenerate Bot Token" button.