How to manage tasks in Task Manager

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This document provides a step-by-step guide for administrators to add and manage tasks and authorized users to run tasks in Task Manager.

Requirements

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

Path to access

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

Run task

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

  1. In the Tasks screen, identify the desired task or use the search filters.
  2. Click the Actions button and select Run task.
  3. In the Run task screen:
    1. Enter a justification.
    2. If required, enter the governance code and select a reason.
    3. Click Run task.
  4. After going through the approval flow, the task will run automatically.
Attention

The following steps can only be performed by users with System administrator or Task Manager administrator permissions.

Add task

To add a task to be ran by Task Manager, see the following steps:

  1. In the Tasks report, click Add.
  2. In the Main information tab, enter the following information:
    1. Task identification name *: enter a name to identify the task.
    2. Environment *: select the environment where the task will run.
    3. System *: select the system where the task will run.
    4. Tags: enter keywords to categorize the task.
  3. Click Continue.
  4. Optional: In the Execution tab, enter the following information:
    1. Plugin: select the plugin that will run the task.
    2. Change template: select the template used to run the task.
    3. Variables for execution: click + Add to add a unique name for the execution variable and a value for the variable.
    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.
    1. Use a registered credential to access all devices: select to use a registered credential to authenticate in the system.
    2. Access credential registered in the system: select the credential you want to use to authenticate in the system.
    3. Use own credential to connect: enable to use your own credential to authenticate. Otherwise, the task will use the execution settings for the selected credential in the Access credential registered in the system field.
    4. Credential username: use to authenticate with a credential not registered in the Segura® Platform. The system will use this username to search for the credential in each device where the task will run.
  5. Click Continue.
  6. Optional: In the Devices for execution tab, click + Add to select the devices where the task will run.
    1. Select the desired devices and click Add.
  7. Click Continue.
  8. In the Review tab, review all information entered previously and click Save.

Edit a task

To edit a task added in Task Manager, see the following steps:

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

Disable task

To disable a task added in Task Manager, see the following steps:

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

Enable task

To enable a disabled task added in Task Manager, see the following steps:

  1. In 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 click Enable.
  4. Click Yes in the confirmation pop-up.

View task executions

To view the executions of a task in Task Manager, see the following steps:

  1. In the Tasks screen, identify the desired operation or use the search filters.
  2. Click the Actions button and click Executions.
  3. In the Executions screen, view the task’s executions.

View task execution operations

To view the operations of each task execution in Task Manager, see the following steps:

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