How to manage DSM automations

Within Segura DevOps Secret Manager (DSM), you can register automations to simplify everyday actions.

Requirements

• A previously created application or secret.
• A credential that will be used to perform the automation action.
• A device on which the automation will be executed.
• An execution template of the Secret Management Automation type for the desired executor.

Add an automation to DSM

1. On Segura, in the navigation bar, hover over the Products menu and select DevOps Secret Manager.
2. In the side menu, select Automations > Automations.
3. Click the Add button.
4. In the Add automation form:
   1. In the Information tab:
      1. Name: name that identifies the automation within the Segura instance.
      2. Status: check to choose if the automation will be registered as active.
      3. Description: fill in a description of the automation.
      4. Tags: add the tags that will identify the automation.
      5. Click Continue.
   2. In the Trigger tab:
      1. In When this happens ... section, you'll define the trigger that will start the automation. To do this, fill in the following fields:
         1. Click the Add button to open the Triggers modal.
         2. In the Triggers modal, select the triggers (actions) that will be used to start the automation. You can choose as many as you like.
         3. Click Add.
      2. In ... In this Application or Secrets ... section, you'll define which applications or secrets will be affected by the trigger. To do this, fill in the following fields:
         1. Applications:
            1. Click the Add button to open the Applications modal.
            2. In the Applications modal, select the applications affected when the trigger is started. You can choose as many as you like.
            3. Click Add.
         2. Secret:
            1. Click the Add button to open the Secrets modal.
            2. In the Secrets modal, select the secrets that will be affected when the trigger is started. You can choose as many as you like.
            3. Click Add.
         3. Click Continue.
   3. In the Action tab:
      1. In Execute this template … section, you'll define the template containing the commands executed in the application(s) or secret(s) when the trigger is activated. To do this, fill in the following fields:
         1. From the Change plugin drop-down menu, select one of the plugins that are registered with Segura.
         2. From the Change template drop-down menu, select one of the templates for that plugin.
            1. When creating automation, you can create a new template by clicking the Create template button.
               • When a template is created using this creation option, the template won't automatically appear in the drop-down menu list. You'll need to re-enter all the information by reloading the page or manually adding a new automation.
      2. In ... in this devices … section, you'll add the devices on which the template will run. To do this, fill in the following fields:
         1. Click the Add button to add a new entry to the table.
            2. From the Device drop-down menu, select one of the devices registered with Segura.
            3. From the Credential drop-down menu, select the credential used for authentication on the indicated device.
      3. Click Continue.
5. Click Save on the Review tab.

Edit an automation in DSM

1. On Segura, in the navigation bar, hover over the Products menu and select DevOps Secret Manager.
2. In the side menu, select Automations > Automations.
3. Localize the automation you want to edit, click the Actions button and then select Edit.
4. The Automation form will open in edit mode.
5. Change what you want and click Save on the Review tab.

View the details of automation in DSM

1. On Segura, in the navigation bar, hover over the Products menu and select DevOps Secret Manager.
2. In the side menu, select Automations > Automations.
3. Localize the automation you want to edit, click the Actions button and then select Details.
4. The Automation screen will open with the following information:
   1. ID: contains the code of the automation.
   2. Name: contains the name of the automation.
   3. Creation date: the date when the automation was created.
   4. Last execution: the date when the automation was last run.
   5. Status: indicates the current status of the automation.
   6. Description: a brief description of the automation.
   7. Tags: the tags that help categorize the automation.
   8. Triggers: the actions that will activate the templates.
   9. Applications: the applications that will be affected by the template.
   10. Secrets: the secrets that will be affected by the template.
   11. Plugin: the plugin that is used in automation.
   12. Template: the name of the template that will perform the action when the trigger is activated.
   13. Device (credential): contains the address of the device and the credential that will be used for authentication.

Disable an automation in DSM

1. On Segura, in the navigation bar, hover over the Products menu and select DevOps Secret Manager.
2. In the side menu, select Automations > Automations.
3. Localize the automation you want to edit, click the Actions button and then select Disable.
4. A modal will display a message that the automation was successfully disabled.

Activate automation in DSM

1. On Segura, in the navigation bar, hover over the Products menu and select DevOps Secret Manager.
2. In the side menu, select Automations > Automations.
3. ON the filters, select the Disable option from the Status drop-down menu and click Filter.
4. In the list, identify the automation you want to activate, click the Actions button and then select the Edit option.
5. The Automation window will open in edit mode.
6. In the Status field, check the toggle do enable.
7. Click Save on the Review tab.

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