This document provides information on the operation, characteristics, and main functionalities of automation, providing a comprehensive view.
What is EPM Windows automation?
Application automation allows you to automate authentication to installed applications or web pages accessed directly from your workstation with EPM Windows installed. The automation fills in the username and password using the selected credential automatically.
How does EPM Windows automation work?
The Automation runs the automation configured in the EPM Windows module and the automation configured in RemoteApp on PAM Core. Automation elevates privileges when it runs the automation.
How does session recording of automation work?
To record automations registered in EPM Windows, you must enable the recording option in both general parameters and access policies. There are four possible scenarios based on whether this feature is enabled or disabled, as detailed in the table below:
| Access policy - Record the session of these applications? | General Parameter/Segregated Parameter - Allow Session Recording? | Automation |
|---|---|---|
| Active | Inactive | Doesn't record |
| Active | Active | Record |
| Inactive | Active | Record |
| Inactive | Inactive | Doesn't record |
Masks for RemoteApp on EPM Windows
This table shows the supported masks for the RemoteApp on EPM Windows in the execution of the automation.
| TAGs | Description |
|---|---|
[username] |
Uses the username field of the credential. |
[password] |
Uses the password field of the credential. |
[domain] |
Uses the domain field of the credential. |
[hostname] |
Use the device name. |
[host_ip] |
Uses the device's IP. |
Description of the automation registration fields
When registering automation, some fields must be filled in. See the description of these fields that can help you fill.
TAGs
This section briefly explains the TAGs that can be used in automation registration. The TAGs used will vary according to the purpose for which the automation is being created.
Description
You can use the following tags to build your automation:
[#USERNAME#]: credential username.[#PASSWORD#]: credential password.[#DOMAIN#]: credential domain.[#HOSTNAME#]: hostname name.[#HOST_IP#]: hostname IP.
Script
In this section, you will have an explanation of how the script is created and which actions can be contained.
Description
The field Script is the already programmed sequence of actions that make up the automation. The actions can be rearranged by clicking and dragging, changing the execution order. When clicking on a certain action, it will be opened for editing its properties.
You can select the actions you want to automate, for instance, you can automate clicks using the Button action, navigate to the desired menu using the Menu action, and input texts with the Input action. When clicking on one of the actions, it's added as the last element in the script. Its properties can be edited or deleted.
Actions
In this section, you will briefly learn each action that can be part of the Script field.
Description
- Button: when you want to click on an element that acts as a button. The property label must be filled in with the visible text that defines it.
- Menu: the application menu path. Put the path in the property path. Separate levels with semicolons.
- Input: the text of the application. Fill in the property label with the name visible to the user, which identifies the field, and fill the value with the value to be inserted in the target application field using the TAGs.