Credentials
The Credentials tab in the AutomatR Orchestrator application facilitates secure and centralized management of credentials used by automation processes. This tab allows users to define and manage the credentials required for authenticating with external systems, applications, or services. The Credentials tab ensures that sensitive authentication information is handled securely and efficiently. Let's look into each of the sections and options available within the Credentials tab in detail:
| Field | Description |
|---|---|
| Name | The Name section displays the names of the defined credentials. Each credential entry represents a set of authentication information required to access specific systems or resources. |
| Domain User Name | The Domain User Name section provides information about the domain and username associated with the credential entry. This information is typically used for authentication purposes. |
| Last Known Status | The Last Known Status section indicates the most recent status of the credential. This status might reflect whether the credential is active, expired, or otherwise not available. |
| Last Used On | The Last Used On section displays the timestamp of the most recent usage of the credential. This information helps in tracking the activity associated with the credential. |
The Credentials tab in the AutomatR Orchestrator application offers a secure and efficient way to manage authentication information required for accessing external systems and resources. By providing functionalities for editing, deleting, and configuring alerts, the tab ensures that authentication details are handled with care and enables streamlined automation processes that require secure credentials.
Add Credential
Here's a brief procedure for adding a credential in the AutomatR Orchestrator application:
Log in to the AutomatR Orchestrator application using your credentials.
Navigate to the Credentials tab, which is where you manage and configure credentials for various automation processes.
For initiating Credential Addition, locate and click on the Add button within the Credentials tab. This action will initiate the process of adding a new credential.
Enter Credential Details in the opened form.
Enter a descriptive name for the credential. This name should help you easily identify the purpose or use case of the credential.
Enter Domain User Name associated with the credential. This is typically the username used for authentication on the domain or network.
Enter Password associated with the domain user name. This password is used for authentication when accessing resources or systems.
Use the date picker to select the password expiration date. This is important for ensuring security and compliance by proactively managing password changes.
Review the entered details to ensure accuracy. Make sure the name, domain user name, password, and expiration date are correctly entered.
Once you've reviewed and confirmed the details, click the Add button. This action will finalize the credential addition process and create a new credential entry in the system.
You should receive a confirmation message indicating that the new credential has been successfully added. Verify that the newly added credential is displayed in the list of credentials.
You can now manage, monitor, and utilize the newly added credential for automation processes and activities as needed.
Note: Ensure that all entered information, including the name, domain user name, password, and expiration date, is accurate and aligns with the intended credential.
Adding a Credential in the AutomatR Orchestrator application involves providing essential details such as the name, domain user name, password, and password expiration date. By clicking the Add button, you finalize the process and create a new credential entry that can be used for authenticating and managing automation processes within the AutomatR Orchestrator platform.
Update Credential
In the AutomatR Orchestrator, you can easily update credentials stored in the Credential Store through the Credentials Tab. Here's a step-by-step guide on how to update a credential:
Log in to the AutomatR Orchestrator and navigate to the Credentials tab, which displays a list of stored credentials and their related details.
In the Credentials Tab, find the specific credential you want to update.
Locate the Actions column associated with the credential and click on the Edit option within that column.
Clicking on the Edit option opens a form with the credential details pre-populated.
Review the pre-populated credential details to ensure accuracy.
If necessary, update any available fields in the form. Common fields that can be updated include:
Name: Modify the name of the credential.
Domain User Name: Change the domain user name associated with the credential.
Password: Update the password for the credential.
Password Expiration Date: Adjust the expiration date for the password.
After confirming or making any required updates to the credential details, click on the Update button to save the changes.
The system will process the updates, and the credential details will be modified accordingly.
Upon successful updating, you will receive a confirmation message indicating that the credential has been updated.
The credential in the Credential Store will now reflect the changes you made and will be used for authentication purposes as needed.
Updating credentials in the AutomatR Orchestrator Credentials Tab is a straightforward process that allows users to ensure their stored credentials are accurate and up-to-date. By following the above steps, users can manage their credentials effectively for automation and authentication purposes.
Delete Credential
The Actions column in the Credentials tab provides options to interact with individual credential, the Delete option from the Actions column of Credential Store table allows you to remove the credential from the AutomatR Orchestrator. Use this action for permanently removing the credential from Orchestrator or when it is no longer required in your automation infrastructure.
Alert Configurations
In the AutomatR Orchestrator application's Credentials tab, the Alert Configurations option under the Actions column provides users with a way to configure alerts related to the usage and status of specific credentials. It enable users to receive notifications about credential usage and status changes in a timely manner. When selecting the Alert Configurations option, a dedicated window opens, displaying a table of alert settings associated with the selected credential. The table includes the following columns:
| Field | Description |
|---|---|
| Object Type | Displays the type of object (credential) for which the alert configuration applies. |
| Alert Type | Indicates the type of alert being configured. |
| Alert Mode | Shows the mode of alert, which include Email, SMS, Web and WebHook options. |
| Send To | Specifies the recipient of the alert, such as an email address or a designated user. |
| Receiver To | Indicates the method or medium through which the alert will be received, such as email or internal notifications. |
The Alert Configurations empowers users to configure alerts that provide insights into the usage and status changes of specific credentials. By offering options for editing and deleting alert settings, this feature enables users to concise their alert preferences and optimize their management of sensitive authentication information. The Alert Configurations window, with its alert table and options for adding new alerts, enhances the user's ability to proactively monitor and respond to credential-related activities.
Add Alert Configuration
Here's a brief procedure for adding an alert configuration in the AutomatR Orchestrator application:
Log in to the AutomatR Orchestrator application using your credentials.
Navigate to the Credentials tab, where you manage and configure credentials and associated alert settings.
For initiating Alert Configuration, select the specific credential for which you want to configure alerts.
- Within the credential's row, locate the Alert Configurations option under Actions column and click on it. This action will open the Alert Configurations window.
For initiating Alert Configuration, find and click the Add button inside the Alert Configurations window.
From the drop-down list of alert types, choose the appropriate option that aligns with the type of alert you want to configure.
From the available modes (Email, SMS, Web and WebHook), select the mode through which you want to receive the alert notifications. Choose the mode that best suits your preferences and operational needs. Each mode presents a distinct way of receiving alerts based on different communication channels and integrations. Here's a detail overview of the available Select Modes options:
Email: Choosing the Email mode means that alert notifications will be sent via email to designated recipients. Users receive alerts directly in their email inbox, enabling them to promptly respond to changes in credential activities. Email alerts are suitable for individuals who prefer traditional email communication and need to be informed even when they are not actively using the AutomatR Orchestrator application.
SMS: The SMS mode involves sending alert notifications as text messages to specified mobile phone numbers. This mode is particularly useful for urgent alerts that require immediate attention. SMS messages are typically received and read promptly, making this mode ideal for critical events where a rapid response is needed.
Web: Opting for the Web mode triggers notifications through web-based alerts within the AutomatR Orchestrator application's interface. Users receive alerts as pop-up notifications or messages directly within the application. This mode is advantageous for users who spend significant time within the AutomatR Orchestrator platform and want to receive alerts without switching to external communication channels.
WebHook: The WebHook mode allows users to integrate alert notifications with external systems or custom workflows. When this mode is selected, the AutomatR Orchestrator application sends an HTTP request to a predefined URL when a configured event occurs. This enables users to integrate alert notifications with other tools, applications, or systems, enhancing cross-platform communication and automation capabilities.
The Select Modes options in the AutomatR Orchestrator's alert configurations provide users with flexibility in choosing how they receive notifications about credential activities. Whether through email, SMS, web-based alerts, or WebHooks, each mode offers a distinct way to stay informed and promptly respond to changes, ensuring efficient management of credentials and supporting seamless automation processes.
For selecting Receiver To, choose the recipient of the alert by selecting an option from the drop-down list. Depending on your requirement, you can select a predefined role, individual user, or provide an external email address.
FreeText: When users choose the FreeText option, they can enter one or more email addresses directly into a text field. This provides flexibility to send alerts to specific email addresses that may not be associated with AutomatR Orchestrator users or roles. It's useful when alerts need to be sent to external stakeholders or team members who are not AutomatR Orchestrator users.
Role: The Role option allows users to select a predefined role within the AutomatR Orchestrator application. Alerts configured with a role as the recipient will be sent to all users assigned to that role. This is particularly beneficial for situations where alerts need to be distributed to a group of users who share a similar role or responsibility.
User: Opting for the User option permits users to select one or more individual users registered within the AutomatR Orchestrator application. This ensures that the alerts are directed to specific users who need to be informed about the credential activities or status changes.
The Receiver To options provide users with flexibility in defining who will receive the alert notifications. Whether targeting specific roles, individual users, or external email addresses, these options enable efficient and customized distribution of alerts to ensure that the right individuals or groups are informed about changes in credential activities and status.
Enter Effective From value using the date picker and select the date and time from which the alert configuration becomes effective. This marks the starting point for receiving alerts.
Enter Effective To value using the date picker to select the date and time until which the alert configuration remains effective. Alerts will be sent within this timeframe.
Review the selected alert type, mode, receiver, effective from, and effective to values to ensure accuracy.
Once you've verified the details, click the Add button. This action will finalize the alert configuration process and associate the newly configured alert settings with the selected credential.
You will be receiving a confirmation message indicating that the alert configuration has been successfully added. Verify that the new alert configuration is displayed in the list of alert settings.
You can now manage, monitor, and adjust the alert configuration within the Alert Configurations window. Make use of the available options to update the alert settings to your specific needs and preferences.
Note: Ensure that all entered information, including alert type, mode, receiver, effective from, and effective to values, is accurate and aligns with your intended alert configuration.
Adding an alert configuration in the AutomatR Orchestrator application involves selecting the alert type, mode, receiver, effective from, and effective to values. By clicking the Add button, you finalize the process and associate the alert settings with the selected credential. This ensures that you receive timely notifications about the specified credential activities and status changes.
Update Alert Configuration
In the AutomatR Orchestrator, you can update alert configurations associated with a specific credential through the Credentials Tab. Here's a step-by-step guide on how to update an alert configuration:
Log in to the AutomatR Orchestrator and navigate to the Credentials tab, which displays a list of stored credentials and their related details.
In the Credentials Tab, find the specific credential for which you want to update alert configurations.
Locate the Actions column associated with that credential and click on the Alert Configurations option within that column.
After clicking on Alert Configurations, a window opens displaying a table of the specific credential's alert configurations.
In the table, identify the alert configuration you want to update and select the Edit option from the Actions column for that configuration.
Clicking on the Edit option opens a form with the alert configuration details pre-populated.
Review the pre-populated alert configuration details to ensure accuracy.
If necessary, update any available fields in the form. These fields can include:
Alert Types: Choose the type of alert.
Modes: Select the mode for the alert (e.g., email, SMS, web, webhook).
Receiver To: Specify the recipient of the alert (e.g., FreeText, user or role).
Users: Choose the user(s) who will receive the alert.
Effective From: Set the start date and time for the alert's effectiveness.
Effective To: Define the end date and time for the alert's effectiveness.
After confirming or making any required updates to the alert configuration details, click on the Update button to save the changes.
The system will process the updates, and the alert configuration will now reflect the changes you made.
Upon successful updating, you will receive a confirmation message indicating that the alert configuration has been updated.
The alert configuration for the specific credential in the Credential Store will now reflect the changes you made and will be used for alerting as needed.
Updating alert configurations in the AutomatR Orchestrator Credentials Tab allows users to manage and customize how alerts are generated and delivered for specific credentials. By following the above steps, users can ensure that alerts are configured to meet their specific requirements with optimal monitoring and notification of credential-related activities.
Delete Alert Configuration
The Actions column in the Credentials tab Alert Configuration window provides options to interact with individual alerts, the Delete option from the Actions column of Alerts table allows you to remove the alert configuration for the selected credential from the AutomatR Orchestrator. Use this action for permanently removing the alert configuration from Orchestrator or when it is no longer required in your automation infrastructure.