Create an Automation from a Template

In order to add automation from the template library, you will need to:

1. Click on “Automation” on the Nav Panel.

2. Click on the “Add Automation” button on the right-hand side.

3. At the top of the “Automations Template Library”, narrow the library by name, service, or category.

   

4. Click on the template you would like to use.

Automation

Trigger

Once you have chosen the desired template, the automation will be predefined. You will need to make alterations accordingly.

The first step is to specify the trigger method for the automation (this can be done manually, on schedule, or on policy violation).

1. This is done by clicking the “Actions Menu” on the Trigger and then clicking “Edit trigger”.

2. Select the desired Trigger as detailed above.

3. Depending on the trigger, you will need to either,

   1. Select the inventory object (if “manually” was selected).
   2. Select a Policy for the trigger to run (if “on policy violation” was selected).
   3. Select a Policy or Inventory object, and reoccurrence (if “on schedule” was selected).

4. Click “Save” to save the trigger.
   

Action

To continue with the designated actions, you will need to edit the current configuration. Else, add a new action.

To configure the action:

1. Click on the “Action Menu”.

2. Click on “Edit action”.
   

   

3. Make the necessary adjustments to the action and click “Save”.

4. To add any additional actions.

   1. Click the ”+” button.
      
      

   2. Search for or select the desired action.
      
      

   3. This will load the action configuration panel. Fill in the required fields and click “Save” when done.

      

5. Once you have added all the actions, click “Next” in the top right-hand corner of the page.

Details

1. The final stage is to add details for the automation. This includes a Title, Description, Category, and Icon for the automation.
   In the “Title” field, enter a unique name for the automation.

   A Green tick will appear when the title is unique, allowing you to proceed and save the policy. The title is limited to 50 characters in length & the description is limited to 250 characters.

2. In the “Description” field, enter a description for the automation.

3. Review the “Category” for the automation or select a new one from the drop-down. Additionally, you can type in a new custom category in the field.

4. Review the “Priority” for the automation, choose between “Low, Medium, and High”. By default, this is set to “Low”, this allows you to set automations that are of higher priority to others.

   Info: Priorities do not block each other (for example, "Low" priority will NOT be blocked because a "High" priority automation is scheduled)

5. Review the “Threshold limit”. This allows you to set a threshold for the automation based on your data. The amount set can either be a percentage (%) based on your objects or a value (123). Enter the value and select either ”%” or “123”. The default value for this is 20%. Additionally, removing the value and leaving it blank will mean the automation will not have a threshold and will run until complete.

   1. For Example.

      1. Using the default 20% the automation will run for 20% of your total value. For example, if you had 100,000,000 file shares, the automation would run up to 20,000,000 and then stop processing more values. This could be handy if you want the automation to run in bite-sized operations.
      2. If you set the threshold to 110 value (“123”), the automation will stop processing new items once it has reached 110. As before, this could be useful for testing purposes with an “on policy violation” automation.

6. Review the Icon for the automation or select a new one from the drop-down. This is usually the service that the object belongs to.

7. Once happy with the details and the automation, click “Done” in the top right corner.

   

Completion

A prompt will appear asking “Do you also want to enable this automation or just save it as a draft?”, if you want to enable it straight away, click the “Save and enable” button. If you just want to save it without enabling, then click the “Save as draft” button.

After selecting an option, you will be loaded into the details page of the Automation.