About the Tour Guides
  • 03 May 2024
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About the Tour Guides

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  • PDF

Article summary

Welcome to the Itential Tour Guide

Congratulations! Your company has installed Itential Automation Platform (IAP) to streamline network operations and you've been given user access to its features and tools. By now you've logged in and reached the IAP home screen, but you are confronted with a sundry arrangement of applications and menu options and you're asking this question - where do I begin?

To help you get going, this quick start guide explains the IAP home screen, what the platform is all about, and how to use the various menu options. To expand your IAP knowledge further, Itential also offers a robust documentation site full of information you can reference anytime here.

Note: The screenshots and process steps used in this tour guide are specific to the legacy Generation 1 (Gen1) Automation Builder workflow canvas. Most of the same functionality is available in the Generation 2 (Gen2) Automation Builder canvas. For more detail on each canvas, see the Automations section of the Automation Studio User Guide.


Each Tour Guide has four main sections:

  1. Starting with Automation Studio (Gen1 or Gen2)
  2. Pass Data Between Tasks
  3. Custom Values
  4. Using Forms

The content in each guide is arranged to build your understanding of the various applications incrementally. It's important that you go through each section in the order that's listed. We also recommend that you not skip around or breeze through the information that's presented.

Note: The Tour Guides are no substitute for the formal training that's provided by Itential Academy. The in-depth training you get from Itential Academy explains the software in greater detail and is designed for software professionals looking to advance their skills using the Itential platform.

We hope you find the material helpful. Let's get started!

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