Documentation Index

Fetch the complete documentation index at: https://documentation.lakesidesoftware.com/llms.txt

Use this file to discover all available pages before exploring further.

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Automations and Actions (On-Premises)

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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

  • Create an action by editing the metadata file and using the Action Builder executable (LSActionBuilder.exe)

  • 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

      • What are sensors, automations and actions?

  • Creating and Approving Actions

    • Actions and Action Building

      • Components of an action

    • Action Examples

      • SysTrack tools used:

        • LSActionBuilder.exe

    • Approving and Enabling Actions

      • Approving actions

      • Enabling / Disabling / Deleting 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

      • Running an automation when a sensor triggers

      • SysTrack tools used:

        • Configure: Roles > Tool Schedules > Automation

    • Manually Running an Automation

      • Running an automation on-demand

      • SysTrack tools used:

        • Prevent: Current Issues > Take Action

        • Resolve: Tools > Run Automations

        • Assist: Tools > Run Automations

        • Self-Help: Tools

  • Additional Topics

    • Key Pair Security

      • Importing public key

      • SysTrack tools used:

        • Configure: Automations and Collection Extensions > Publisher Key Management

    • Importing and Exporting Automations and Actions

    • Unpacking Factory Actions

    • Signing Actions With Your Own Certificate

      • Using a self-signed certificate to sign actions

      • SysTrack tools used:

        • LSActionBuilder.exe

  • Conclusion

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