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- IWAN Tasks Removed
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- Merge Task Variables - Null vs. Undefined
- Operations Manager API Changes
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- Reserved Method Output Name
- Seed Scripts Removed in Template Builder
- Service Manager UI Removed
- Workflow Engine API Routes Removed
- Itential Platform (2023.1)
- Orchestration Environments
- Admin Essentials
- API Documentation
- Automation Studio
- Navigation & User Interface
- Automation Builder in IAP
- Intro to Automation Builder
- Gen 1 Automation Builder
- New Canvas Experience in Automation Builder
- How to Create and Run Workflows on the Canvas
- How to Configure and Edit Tasks on the Canvas
- How to Use Transitions and Task States on the Canvas
- How to Use Search in the New Canvas
- How to Use the Reference View
- Parallel Branching on the Canvas
- Troubleshooting Errors and Warnings on the New Canvas
- Keyboard Shortcuts for the Canvas
- Forms
- JSON Forms
- Template Builder
- Analytic Templates
- Command Templates
- Task References
- Transformations
- Configuration Manager
- Integrations & Adapters
- Legacy & Custom
- Lifecycle Manager
- Operations Manager
- Using NSO with IAP
- Itential Cloud Use Case Walk-Throughs
- QuickStart Automation Use Cases
- Asset Reservation
- Itential Cloud Use Case Walk-Through - Port/VLAN Configuration (IOS) 2023.1
- Port/VLAN Configuration (IOS) - Overview
- Port/VLAN Configuration (IOS) - Device Configuration
- Port/VLAN Configuration (IOS) - Command Templates
- Port/VLAN Configuration (IOS) - JSON Form
- Port/VLAN Configuration (IOS) - Transformations
- Port/VLAN Configuration (IOS) - Pre-Built
- Port/VLAN Configuration (IOS) - Workflow
- Port/VLAN Configuration (IOS) - Operations Manager
- Port/VLAN Configuration (IOS) - Configuration Manager
- Port/VLAN Configuration (IOS) - Summary
- Itential Cloud Use Case Walk-Through - Port/VLAN Configuration (EOS) 2023.1
- Port/VLAN Configuration (EOS) - Overview
- Port/VLAN Configuration (EOS) - Device Configuration
- Port/VLAN Configuration (EOS) - Command Templates
- Port/VLAN Configuration (EOS) - JSON Form
- Port/VLAN Configuration (EOS) - Transformations
- Port/VLAN Configuration (EOS) - Pre-Built
- Port/VLAN Configuration (EOS) - Workflow
- Port/VLAN Configuration (EOS) - Operations Manager
- Port/VLAN Configuration (EOS) - Configuration Manager
- Port/VLAN Configuration (EOS) - Summary
- Itential Cloud Use Case Walk-Through - Create a Security Rule (Panorama) 2023.1
- Itential Cloud Use Case Walk-Through - Create Pool and Virtual Server (Big-IP) 2023.1
- Create Pool & Virtual Server (BIG-IP) - Overview
- Create Pool & Virtual Server (BIG-IP) - JSON Forms
- Create Pool & Virtual Server (BIG-IP) - Transformations
- Create Pool & Virtual Server (BIG-IP) - Workflow
- Create Pool & Virtual Server (BIG-IP) - Operations Manager
- Create Pool & Virtual Server (BIG-IP) - Summary (2023.1)
- Itential Cloud Use Case Walk-Through - Create and Update Change Request (ServiceNow)
- Create and Update Change Request (ServiceNow) - Overview
- Create and Update Change Request (ServiceNow) - Jinja2 Template
- Create and Update Change Request (ServiceNow) - JSON Form
- Create and Update Change Request (ServiceNow) - Transformation
- Create and Update Change Request (ServiceNow) - Workflow
- Create and Update Change Request (ServiceNow) - Operations Manager
- Create and Update Change Request (ServiceNow) - Summary
- Itential Cloud Use Case Walk-Through - Create and Update Incident (ServiceNow)
- Create and Update Incident (ServiceNow) - Overview
- Create and Update Incident (ServiceNow) - Configuration Manager
- Create and Update Incident (ServiceNow) - Jinja2 Templates
- Create and Update Incident (ServiceNow) - JSON Forms
- Create and Update Incident (ServiceNow) - Transformations
- Create and Update Incident (ServiceNow) - Workflow
- Create and Update Incident (ServiceNow) - Operations Manager
- Create and Update Incident (ServiceNow) - Summary
- Itential Cloud Use Case Walk-Through - Golden Configuration (IOS)
- Itential Cloud Use Case Walk-Through - Provision VPC & EC2 (AWS)
- Provision VPC and EC2 Instance (AWS) - Overview
- Provision VPC and EC2 Instance (AWS) - Transformation
- Provision VPC and EC2 Instance (AWS) - Pre-Built Workflows
- Provision VPC and EC2 Instance (AWS) - JSON Form
- Provision VPC and EC2 Instance (AWS) - Workflow
- Provision VPC and EC2 Instance (AWS) - Operations Manager
- Provision VPC and EC2 Instance (AWS) - Clean Up
- Provision VPC and EC2 Instance (AWS) - Summary
- Itential Cloud Use Case Walk-Through - Software Upgrade (IOS)
- Software Upgrade (IOS) - Overview
- Software Upgrade (IOS) - Device Configuration
- Software Upgrade (IOS) - Command Templates
- Software Upgrade (IOS) - JSON Form
- Software Upgrade (IOS) - Transformation
- Software Upgrade (IOS) - Workflow
- Software Upgrade (IOS) - Operations Manager
- Software Upgrade (IOS) - Configuration Manager
- Software Upgrade (IOS) - Summary
- Itential Cloud Use Case Walk-Through - Software Upgrade (EOS)
- Software Upgrade (EOS) - Overview
- Software Upgrade (EOS) - Device Configuration
- Software Upgrade (EOS) - Command Templates
- Software Upgrade (EOS) - JSON Form
- Software Upgrade (EOS) - Transformation
- Software Upgrade (EOS) - Workflow
- Software Upgrade (EOS) - Operations Manager
- Software Upgrade (EOS) - Configuration Manager
- Software Upgrade (EOS) - Summary
- Itential Cloud Use Case Walk-Through - API Compliance (AWS)
- Itential Cloud Use Case Walk-Through - Bulk IP Address Allocation (Netbox)
- Bulk IP Address Allocation (Netbox) - Overview
- Bulk IP Address Allocation (Netbox) - Jinja2 Template
- Bulk IP Address Allocation (Netbox) - Pre-Built Workflow
- Bulk IP Address Allocation (Netbox) - JSON Form
- Bulk IP Address Allocation (Netbox) - Workflow
- Bulk IP Address Allocation (Netbox) - Operations Manager
- Bulk IP Address Allocation (Netbox) - Transformation
- Bulk IP Address Allocation (Netbox) - Workflow Modification
- Bulk IP Address Allocation (Netbox) - Operations Manager Part 2
- Bulk IP Address Allocation (Netbox) - Summary
- Itential Cloud Use Case Walk-Through - Cloud Managed Network (Meraki)
- Cloud Managed Network (Meraki) - Overview
- Cloud Managed Network (Meraki) - Pre-Built Installation
- Cloud Managed Network (Meraki) - JSON Forms
- Cloud Managed Network (Meraki) - Transformation
- Cloud Managed Network (Meraki) - Workflows
- Cloud Managed Network (Meraki) - Create an Automation
- Cloud Managed Network (Meraki) - Device Configuration
- Cloud Managed Network (Meraki) - Summary
- Itential Cloud Use Case Walk-Through - Assign Network & IP (Infoblox)
- Assign Network & IP (Infoblox) - Overview
- Assign Network & IP (Infoblox) - Pre-Built Resources
- Assign Network & IP (Infoblox) - JSON Form
- Assign Network & IP (Infoblox) - Transformation
- Assign Network & IP (Infoblox) - Workflow
- Assign Network & IP (Infoblox) - Operations Manager
- Assign Network & IP (Infoblox) - Summary
- Itential Cloud Use Case Walk-Through - Create a DNS A Record (Infoblox)
- Create a DNS A Record (Infoblox) - Overview
- Create a DNS A Record (Infoblox) - Jinja2 Templates
- Create a DNS A Record (Infoblox) - Pre-Builts
- Create a DNS A Record (Infoblox) - JSON Forms
- Create a DNS A Record (Infoblox) - Transformation
- Create a DNS A Record (Infoblox) - Workflows
- Create a DNS A Record (Infoblox) - Operations Manager
- Create a DNS A Record (Infoblox) - Summary
- Itential Cloud Use Case Walk-Through - Managing the Lifecycle of a Service (IOS)
- Managing the Lifecycle of a Service (IOS) - Overview
- Managing the Lifecycle of a Service (IOS) - Pre-Built Resources
- Managing the Lifecycle of a Service (IOS) - Configuration Manager (Part 1)
- Managing the Lifecycle of a Service (IOS) - Workflows
- Managing the Lifecycle of a Service (IOS) - Lifecycle Manager (Part 1)
- Managing the Lifecycle of a Service (IOS) - Configuration Manager (Part 2)
- Managing the Lifecycle of a Service (IOS) - Lifecycle Manager (Part 2)
- Managing the Lifecycle of a Service (IOS) - Summary
- Itential Cloud Use Case Walk-Through - Golden Configuration (IOS) 2023.1
- Itential Cloud Use Case Walk-Through - Create and Update Incident (ServiceNow) (2023.1)
- Create and Update Incident (ServiceNow) - Overview
- Create and Update Incident (ServiceNow) - Configuration Manager
- Create and Update Incident (ServiceNow) - Jinja2 Templates
- Create and Update Incident (ServiceNow) - JSON Forms
- Create and Update Incident (ServiceNow) - Transformations
- Create and Update Incident (ServiceNow) - Workflow
- Create and Update Incident (ServiceNow) - Operations Manager
- Create and Update Incident (ServiceNow) - Summary
- Itential Cloud Use Case Walk-Through - Create and Update Change Request (ServiceNow) 2023.1
- Create and Update Change Request (ServiceNow) - Overview
- Create and Update Change Request (ServiceNow) - Jinja2 Template
- Create and Update Change Request (ServiceNow) - JSON Form
- Create and Update Change Request (ServiceNow) - Transformation
- Create and Update Change Request (ServiceNow) - Workflow
- Create and Update Change Request (ServiceNow) - Operations Manager
- Create and Update Change Request (ServiceNow) - Summary
- 05 Dec 2024
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Managing Tags
- Updated on 05 Dec 2024
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The Tags application in Admin Essentials is designed to make workflows, forms, and other items search enabled. You can create or edit tags, as well as add tags to a specific collection.
Available views, features, and interactions in the Tags application can be limited based on user permissions.
To access Tags:
- Select Admin Essentials from the Itential Automation Platform (IAP) home page.
- Click Tags from the Quick Start area of the Admin Essentials welcome page. The Tags dialog displays a list of items in table view.
Figure 1: Admin Essentials Quick Start
Tags UI
The Tags interface is intuitively simple to navigate:
- Click the plus sign "+" icon located in the upper-right corner to create a new tag.
- Use the search bar to locate a tag from the collection list. Enter one or more characters in the search bar. The characters should correspond to the tag name. A filtered list of results will return.
- Click the menu button (stacked dots) at the end of each row to display the menu to update tag details or delete a tag.
- Use the Sort feature to display tag names in ascending or descending order.
- Once all actions are complete, click the Close button at the bottom to close the dialog.
Figure 2: Tags Dialog
Creating New Tags
To create a new tag:
- Click the plus sign "+" icon in the upper-right corner of the Tags dialog.
- Provide a unique tag name and a brief description.
- Click the Create button to save your inputs. A pop-up message displays in the upper-right corner of the screen to indicate the new tag was successfully created.
Figure 3: Create New Tag
Editing Tags
To edit a tag:
- Click the menu button to the right of a chosen tag and click the pencil icon.
- Provide the desired edits to the tag (i.e., name, description).
- Click the Update button to retain your changes. The Tags table immediately refreshes to reflect the edits that were made.
Figure 4: Update Tag
Deleting Tags
To delete a tag:
- Click the menu button to the right of a chosen tag and click the trashcan icon. A confirmation dialog displays.
- Click Delete to confirm the deletion. A success notification displays to indicate the tag was deleted.
Figure 5: Delete Tag
Adding Tags to Collections
Currently, you can add tags to the following collections.
Collection | Description |
---|---|
Workflows | Use the automation settings in a workflow to add a tag. |
MOP | For both Analytic and Command Templates, use the template settings to add a tag. |
Forms | View the metadata to add a form tag. |
Configs | View the metadata to add a tag. |
Workflow Builder
To add a tag to a workflow:
- Create a new automation, and save. Alternatively, you can edit an existing automation.
- Click the menu (stacked dots) icon in the upper-right of the canvas and click View Metadata to open the Workflow Settings dialog.
- Search for the desired tag name that was created.
- Add the tag as you would groups to a workflow.
- Click Save to update the workflow.
Figure 6: Add Tag to Workflow
MOP
To add a Template tag:
- Create a new Template, and save. Alternatively, you can edit an existing Template.
- Click the menu (stacked dots) icon in the upper-right and select View Metadata to open the Template Settings dialog.
- Search for the desired tag name.
- Select the tag to add it to the field.
- Click Save to update the Template.
Figure 7: Add Tag to Template
Form Builder
To add a Form tag:
- Create a new Form, and save. Alternatively, you can edit an existing Form.
- Click the menu (stacked dots) icon in the upper-right and select View Metadata to open the Settings dialog.
- Search for the desired tag name.
- Select the tag to add it to the field.
- Click Save to update the Form.
Figure 8: Add Tag to Form
Golden Config
To add a tag to Golden Config:
- Create a new Golden Config, and save. Alternatively, you can edit an existing Golden Config.
- Click the menu (stacked dots) icon in the upper-right and select View Metadata to open the dialog.
- Search for the desired tag name.
- Select the tag to add it to the field.
- Click Save to update the Config.
Figure 9: Add Tag to Golden Config