When on the Automation page you will see a list of all the automation that have been set, you can search for these by the Name or Type of Automation. You can also create new Automations.

 



Creating a New Automation



  1. Click on the New Automation tab in the top righthand corner.
  2. Select the Type of Automation you would like to create. The picture below shows the various types of Automations. These are explained in more detail on the following pages.






ASSETS


Firstly, the Automation needs to be named and a description of the Automation entered.

 

You then need to choose the event to trigger the automation. See below for a description of the various events:


  • Discovered – Occurs when an asset is discovered for the first time.
  • Expired – Occurs when and asset surpasses its expiration date - if it has one.
  • Offline – Occurs when an asset’s connection is severed.
  • Online – Occurs when an asset establishes a connection.
  • Property Changed – Occurs when a property of an asset changes.
  • Will Expire – Occurs when an asset is nearing its expiration date – if it has one.
  • Status Changed – Occurs when an asset’s status changes - such as going from online to offline.
  • Asset Health Alert Received – Occurs when an asset health warning is raised.
  • Asset Health Alert Cleared – Occurs when an asset health warning is cleared.







Next select the conditions that the event must meet for the automation to run in the, Configure conditions section.

Use the dropdown arrows to see a list of the Assets, Asset types and Providers. Here you can select multiple Asset types, Asset and Providers for the one Automation.

 

 

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Lastly, the Configure actions gives the actions you want to perform when the trigger is activated.

You can select from Connector to perform an action or Custom Action to select from a list of the Custom Actions already set.






Custom Actions 


Firstly, the Automation needs to be named and a description entered. 

 

Then select an event, the list below gives a description of the events you can choose:

 

  • Failed – Occurs when a Custom Action fails to execute successfully 
  • Started – Occurs when a Custom Action starts executing
  • Succeeded – Occurs when a Custom Action finishes executing successfully





Once you have selected the event the Configure conditions need to be set for the Automation.      Use the dropdown arrow to see a list of the Custom Actions that have previously been created for you to choose from.

 

Lastly the Configure actions gives the actions you want to perform when the trigger is activated.

You can select from Connector to perform an action or Custom Action to select from a list of the Custom Actions already set.







Dates 



Firstly, the Automation needs to be named and a description entered.


Then select an event, click on the dropdown arrow, an automation can be set to run on a specific date or on a recurring schedule.  When an automation is set to run on a specific date, the automation will be deleted once it has been executed successfully.

 

 If the Automation has been set to run on a specific date, on the Configure conditions click the Select a date box and a calendar will pop up for the date selection.







If the Automation has been set to run on a recurring schedule, on the Configure conditions there are multiple ways to select the conditions that the event must meet for the Automation to run.






lastly the Configure actions gives the actions you want to perform when the trigger is activated. You can select from Connector or Custom Action.

 






Probes 



Firstly, the Automation needs to be named and a description entered.

Then select an event, click on the dropdown arrow to see a list of the events



  • Offline – Occurs when a probes connection is disconnected
  • Online – Occurs when a probe establishes a connection
  • Plugin Installed – Occurs when a plugin is installed on a probe
  • Plugin Uninstalled – Occurs when a plugin is uninstalled from a probe
  • Plugin Updated – Occurs when a plugin is updated to a different version







Lastly, the Configure actions gives the actions you want to perform when the trigger is activated. You can select from Connector or Custom Action.