How to register an operation automation

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This document provides information about the step-by-step process for registering an operation automation.

Requirements

  • Have credentials for password change
  • An existing automation template.

Register the automation

  1. In Segura, on the navigation bar, hover over the Product menu and select Executions.
  2. In the side menu, select Operation automation > Automations.
  3. In the actions menu, click Add.
  4. On the displayed screen, follow the registration flow.
  5. In the Settings tab, fill in:
    1. Name*: name for identifying the automation.
    2. Operation*: type of operation to be automated.
    3. Strength for passwords*: password strength level.
    4. Enabled: enables the automation status.
    5. Execution script*: script that makes up the execution chain between devices.
      Info

      To know the correct way to fill in this field, access the automation script syntax document.

  6. Click Continue.
  7. In the Execution tab, fill in:
    1. Enable auto execution?: enable automatic automation execution. If enabled, Segura will perform its execution from time to time.
    2. Days for execution: days of the week selected for execution.
    3. Periods for execution: period of hours selected for execution.
    4. Interval between executions (in hours)*: the minimum time interval between executions.
  8. In the Review tab, verify the registered data.
  9. Click Save.

The automation will be available in the report list, where it is possible to perform the actions of executing and viewing the executions.

Execute an automation

  1. In Segura, on the navigation bar, hover over the Product menu and select Executions.
  2. In the side menu, select Operation automation > Automations.
  3. In the list of automations available in the report, choose the desired record.
  4. In the Actions column, click the Actions button and select Execute.
    Info

    In inactive automations, the execution option isn’t available.

The operation automation will be scheduled, and the user can track the result in the Executions option.

View executions

  1. In Segura, on the navigation bar, hover over the Product menu and select Executions.
  2. In the side menu, select Operation automation > Automations.
  3. In the list of automations available in the report, choose the desired record.
  4. In the Actions column, click the Actions button and select Executions.

On this screen, you can view information about the automation executions, such as the number of operations performed, the execution result, whether processed, whether finished with error, the requesting user, and the execution date of the request.

View operations

  1. In Segura, on the navigation bar, hover over the Product menu and select Executions.
  2. In the side menu, select Operation automation > Automations.
  3. In the list of automations available in the report, choose the desired record.
  4. In the Actions column, click the Actions button and select Executions.
  5. In the presented report list, the operation executions will be listed. To get more details about the result of your operation, in the Actions column, click the Actions button and select View operations.
  6. In the presented report list, the performed operations will be listed. To see the details in the Actions column, click the Actions button and select View details.
  7. The Operation details screen lists all information about the execution and results of the chosen operation.

Each record on this screen corresponds to the execution of each destination credential.

Do you still have questions? Reach out to the Segura Community.