How to manage tasks in Task Manager

This document provides a step-by-step guide for:

• Administrators to add and manage tasks in Task Manager.
• Authorized users to punctually run tasks in Task Manager.

Requirements

• System or Task Manager administrator permission to add and manage tasks.
• System user permission to run tasks.

Path to access

1. On Segura, in the navigation bar, hover over the Products menu and select Task Manager.
2. In the side menu, select Tasks.

Run task

To execute a one-time task, you must be included in an access policy that contains the task and necessary permissions. Follow these steps:

1. On the Tasks screen, identify the desired task or use the search filters.
2. Click the Actions button and select Run task.
3. On the Run task screen:
   1. Select the Justification.
   2. If required, fill in the Governance Code and Reason fields.
   3. Click Run task.
4. After going through the approval flow, the task will be executed automatically.

Add task

To add a task to be executed by Task Manager, follow these steps:

1. In the upper-right corner of the Tasks screen, click Add.

2. On the Add access reason screen, fill in:

   Alert

   Fields with an asterisk are mandatory.

   1. Main information tab

      1. Task identification name*: name to identify the task.
      2. Environment*: select the environment where the task will be executed.
      3. System*: select the system where the task will be executed.
      4. Tags*: keywords to categorize the task.
      5. Click Continue.

   2. Execution tab

      1. Plugin: select the plugin that will execute the task.
      2. Select a template to use*: select the template used to execute the task.
      3. Click Add to add variables for task execution.
      4. Identifier: add a unique name for the execution variable. Example: SERVICE.
      5. Value: add a value for the variable. Example: apache2.
      Attention

      • The Identifier must be referenced in the template between hashtags. Example: [#SERVICE#].
      • The Value can be fixed or requested from the user during task execution.
      • Multiple variables can be configured for the same task.

3. Use a registered credential to access all devices: select the credential used to authenticate in the system.
   7. Access credential registered in the system: enable or disable the use of the access credential for system authentication.
   8. Use own credential to connect: Ative ou desative a opção Utilizar a própria credencial para conectar.
   9. Credential username: alternatively, authenticate with a credential not registered in Segura. Enter the credential username in the field. Segura will use this username to search for the credential in each device where the task will be executed.
   3. Devices for execution tab

   1. Click Add to open the Devices modal and select the devices where the task will be executed.
   2. Review tab
      1. Review the task configuration.

4. Click Save.

Edit task

To edit a task added in Task Manager, follow these steps:

1. On the Tasks screen, identify the desired task or use the search filters.
2. Click the Actions button and select Edit.
3. On the Edit task screen, make the necessary changes.
4. Click Save.

Disable task

To disable a task added in Task Manager, follow these steps:

1. On the Tasks screen, identify the desired task or use the search filters.
2. Click the Actions button and select Disable.
3. Click Yes in the confirmation pop-up.

Enable task

To enable a disabled task added in Task Manager, follow these steps:

1. On the Tasks screen, identify the Status filter and select Disabled.
2. In the disabled tasks list, identify the desired task.
3. Click the Actions button and select Enable.
4. Click Yes in the confirmation pop-up.

View task execution operations

To view the operations of each task execution in Task Manager, follow these steps:

1. On the Operations screen, identify the desired operation or use the search filters.
2. Click the Actions button and select View details.
3. On the Operation details screen, view the operation’s information.

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