Automations and Actions (Cloud)

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This elective course takes a deeper dive into how automations and the underlying actions are created.

You will receive a Certificate of Completion at the conclusion of this course. There is no certification exam for this elective course.

Sign in as a SysTrack customer to start this course.

Prerequisite

SysTrack Administrator course

Course Objective

  • Describe the difference between an automation and action

  • Use the Action Builder to create an action

  • Approve and enable an action

  • Associate an action with an automation

  • Schedule an automation to run when a sensor is triggered

  • Run an automation manually

  • Import and export automations and actions

Course Outline

  • Introduction

    • Course Overview

    • Concept Review

  • Creating and Approving Actions

    • Anatomy of an Action Package

    • Using the Action Builder

    • SysTrack tools used:

      • Configure: Automations and Collection Extensions > Action Governance

    • Approving and Enabling Actions

    • SysTrack tools used:

      • Configure: Automations and Collection Extensions > Action Governance

  • Working with Automations

    • Creating an Automation and Assigning an Action

    • SysTrack tools used:

      • Configure: Automations and Collection Extensions > Automations

    • Schedule an Automation

    • SysTrack tools used:

      • Configure: Roles > Tool Schedules

    • Manually Running an Automation

    • SysTrack tools used:

      • Prevent: Current Issues > Take Action

      • Resolve: Tools

      • Assist: Tools

      • Self-Help App: Tools

  • Additional Topics

    • Key Pair Security

    • SysTrack tools used:

      • Configure: Automations and Collection Extensions > Publisher Key Management

    • Importing and Exporting Automations and Actions

    • SysTrack tools used:

      • Configure: Automations and Collection Extensions > Automations

    • Configure: Automations and Collection Extensions > Action Governance

    • Unpacking Factory Actions

    • SysTrack tools used:

      • Configure: Automations and Collection Extensions > Action Governance

      • Signing Actions With Your Own Certificate

  • Conclusion

Tags: Configure, Prevent, Resolve, Assist, Self-Help, Action Builder, Automations