Automations

An automation is the container in Operations Manager that binds a resource to triggers and controls who can run it. When a trigger fires, Operations Manager runs the associated resource.

Each automation has one resource type, set at creation and cannot be changed. After you create an automation, you add triggers to it from its detail page.

Automation types

For type-specific behavior, see the following:

Create an automation

1

Open the Create Automation dialog

Click the (+) icon button in the top-left toolbar of Operations Manager. The Create Automation dialog appears.

2

Select the automation type

Select an automation type and click Create. After creation, you cannot change the automation type.

3

Select a resource

Select the resource to associate with the automation. The resource field reflects the automation type — for example, a Workflow dropdown for workflow automations, or an Agent dropdown for agent automations. Only resources you have permission to access are shown.

4

Configure access

Add the user groups that should have read or write access to this automation. For more information, see Access control and Authorization.

5

Save

Click Save Changes. You can then add triggers to the automation from its detail page.

Access control

Access to an automation is set at the automation level using user groups configured in Admin Essentials.

Access levelWhat it allows
ReadExecute enabled triggers and view sessions or jobs launched by the automation
WriteUpdate the automation configuration and its triggers

Add triggers

After saving an automation, add triggers to it from the automation’s detail page. Triggers define when and how the automation runs.

For information about trigger types and configuration, see Triggers.