Automations

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This document provides information on the Automations report screen, which allows you to view, filter and manage the automations registered in Segura.

Path to access

  1. In Segura, in the navigation bar, hover over the Product Menu and select DevOps Secret Manager.
  2. On the side menu, select Automations > Automations.

Actions menu

Item Type Description
Add Button Allows you to add a new automation. The button has additional options accessible by the arrow icon.
Actions Dropdown menu Displays the Print Report, Export CSV, and Schedule Report options.

Search fields

Item Type Description
ID Text field Filters the automations by the identifier code.
Name Text field Filters automations by name.
Tags Text field Filters automations by associated tags.
Created at Period selector Filters the automations by the creation date within the specified period.
Last Execution Period selector Filters the automations by the date of the last execution within the specified period.
Status Dropdown menu Filters automations by their current status. The default option is Active. It is possible to clear the selection using the x button.

Report fields

  • ID.
  • Name.
  • Tags.
  • Applications: applications associated with automation.
  • Secrets: secrets used by automation.
  • Creation date.
  • Last execution.
  • Status.
  • Ações:
    1. Edit: directs to the Automation screen in edit mode.
    2. Details: directs to the Automation screen in read mode.
    3. Disable: disables automation.

Automation screen

This screen allows you to create automations in DevOps Secret Manager.

Information tab

Item Type Required Description
Name Text field Yes Sets the identifier name of the automation.
Status Toggle button Yes Enables or disables automation.
Description Text area No Allows you to add detailed information about the purpose and operation of the automation.
Tags Text field No Allows you to add tags for automation categorization and search.

Trigger tab

This tab allows you to configure when the automation will run.

“When this happens…” section

Item Type Description
Trigger Table Lists the configured triggers that will trigger automation
Add Button Allows you to add a new trigger to the automation.

"...in these Applications or Secrets" section

Item Type Description
Application Table Lists the applications associated with automation.
Add Button Allows you to add an application to the automation.
Secret Table Lists the secrets associated with automation.
Add Button Allows you to add a secret to automation.

Action tab

This tab allows you to configure the actions that will be performed when the automation is triggered.

"Execute this template..." section

Item Type Required Description
Change plugin Text field No Allows you to select the plugin to be used.
Change template Dropdown menu Yes Allows you to select the template that will be executed by the automation.
Create template Button No Opens the Execution template modal that allows you to create a new template.

"...in these devices" section

Item Type Description
Devices Table Lists the devices on which the automation will run.
Add Button Allows you to add a device to the automation.

Execution template modal

This document provides information about the Execution template form screen, which allows you to configure templates for automations in Segura.

Item Type Required Description
Name Text field Yes Defines the identifier name of the execution template.
Status Toggle button No Enables or disables the execution template.
Executor Dropdown menu Yes Allows you to select the type of executor that will be used to run the template.
Execution type Dropdown menu Yes Defines the execution modality that will be applied to the template.
Playbook Dropdown menu No Allows you to select a preconfigured playbook for use in the template.
Inventory Dropdown menu No Allows you to select an inventory to execute the template.
Content Text area No Field to insert the code or script that will be executed by the template.
View TAGs Button No Opens a window to view the tags available for use in the template.

Automation - details

General information section

This section displays the basic automation data.

Item Type Description
ID Text field Automation numeric identifier.
Name Text field Automation identifier name.
Creation date Text field Date and time the automation was created.
Last Execution Text field Date and time of the last time the automation was executed.
Status Text field Current state of automation.

Description and Tags section

This section provides additional information about automation.

Item Type Description
Description Text field Details on the purpose and operation of the automation.
Tags Text field Labels associated with automation for categorization and search.

Triggers and Associations section

This section shows the events that trigger the automation and the associated elements.

Item Type Description
Triggers Text field Lists the events that trigger the execution of the automation.
Applications Text field Lists the applications associated with automation. Displays "-" when there are no applications.
Secrets Text field Lists the secrets associated with automation.

Run Configuration section

This section provides details on how automation is performed.

Item Type Description
Plugin Text field Type of plugin used to run the automation.
Template Text field Name of the template that contains the commands executed by the automation.
Device Text field Identification of the device where the automation is performed, including IP address and additional information in parentheses.