This document provides information about the Tasks report screen which enables:
- Administrators to:
- Add, edit, and manage tasks quickly.
- View the complete history of each operation.
- Precisely control who can execute each task.
- Maintain a detailed record of all actions performed.
- Authorized users to:
- Execute one-time tasks.
Prerequisites
- System or Task Manager administrator permission to add and manage tasks.
- System user permission to run tasks.
Path to access
- On Segura, in the navigation bar, hover over the Products menu and select Task Manager.
- In the side menu, select Tasks.
Actions menu
| Item | Type | Description |
|---|---|---|
| Add | Button | Directs to the Add task screen. Available for administrators. |
| Actions | Dropdown menu | Displays the options Print report, Export CSV, and Schedule report. |
Search fields
To view all search fields, click More.
| Item | Type | Description |
|---|---|---|
| Name | Text field | Filters by the task identification name. |
| Created by | Text field | Filters by the user who added the task. |
| Included in | Date picker | Filters by the period when the task was added. |
| Status | Dropdown menu | Filters by the task activation status. The options are Enabled or Disabled. Clear the field to enable the All option. |
| Environment | Dropdown menu | Filters by the environment to which the task was added. |
| System | Dropdown menu | Filters by the system to which the task was added. |
| Tags | Text field | Filters by the keywords associated with the task. |
Report fields
- ID: task identification name.
- Name.
- Included in.
- Created by.
- Status.
- System.
- Environment.
- Tags.
- Actions:
- Edit: opens the Edit task screen. Available for administrators.
- Executions: opens the Executions screen. Available for administrators.
- Schedules: opens the Schedule task screen. Available for administrators.
- Run task: opens the Run task screen.
- Disable: opens a confirmation pop-up to disable the task with the Yes or No options. Available for administrators.
By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.
Add/Edit task screens
The Add taks and Edit task screens share the same fields and are available for administrators.
Main information tab
In this tab, administrators enter the task’s main information.
| Item | Type | Required | Description |
|---|---|---|---|
| Task identification name* | Text field | Yes | Task identification name. |
| Environment* | Dropdown menu | Yes | Environment where the task will be executed. |
| System* | Dropdown menu | Yes | System where the task will be executed. |
| Tags | Text field | No | Keywords to categorize the task. |
Execution tab
In this tab, administrators select the plugin and the template that will execute the task.
Execution template section
| Item | Type | Required | Description |
|---|---|---|---|
| Plugin | Dropdown menu | No | Selects the plugin to execute the task. |
| Select a template to use* | Dropdown menu | Yes | Selects the template used to execute the task. |
Variables for execution section
In this section, administrators configure dynamic variables that will be used during task execution.
| Item | Type | Description |
|---|---|---|
| Add | Button | Inserts a new variable and enables the fields: - Identifier: unique name of the variable. Example: SERVICE - Value: data that will be used during execution. Example: apache2 |
| Select items | Checkbox | Selects variables and enables the Remove selected button. |
Credential for execution section
In this section, administrators enter the credential used to authenticate to the device where the task will be executed.
| Item | Type | Description |
|---|---|---|
| Use a registered credential to access all devices | Checkbox | Defines whether a credential registered in Segura will be used to authenticate to the device where the task will be executed. Note: checking this box enables the Access credential registered in the system field. |
| Access credential registered in the system | Dropdown menu | Selects the credential registered in Segura to authenticate to the device where the task will be executed. |
| Use own credential to connect | Toggle button | Defines whether the credential used to authenticate to the device will also be used to connect to the device. |
| Credential username | Text field | Enters the username of a credential that is not registered in Segura. Note: available when the Use a registered credential to access all devices option is not checked. |
When providing the Credential username, Segura will use this information to locate a credential with this username on each device to perform authentication.
Devices for execution tab
In this tab, administrators choose the devices where the tasks will be executed.
| Item | Description |
|---|---|
| Add | Opens the Devices modal to select the desired devices. |
| Select items | Selects devices in the table and enables the Remove selected button. |
Review tab
This tab displays a summary of the task's configurations with the Back or Save buttons.
Run task screen
On this screen, authorized users can request one-time task executions.
- The Run task option is available when there’s a device associated with the task execution.
- The fields on this screen may be required or optional depending on the settings defined in the Access policy.
| Item | Type | Description |
|---|---|---|
| Justification | Dropdown menu | Selects a justification to run the task, according to the options available on the Access reasons screen. |
| Governance Code | Text field | Enters the governance code to register the request. |
| Reason | Campo de texto | Enters a descriptive text to justify the task execution. |
Approvers can view and manage requests assigned to them on the My approvals screen.