Configure One-Step Actions for Trusted Agent
One-Step™ Actions can be configured to run using Trusted Agent. This enables you to run specific Actions, such as Print and Write to a File, on remote servers and distributed systems.
You can use Trusted Agent with these Actions:
- Run a Program
- Run a Report
- Write to a File
- Transfer Attachments
- Call a Web Service
- Excel Merge
With the exception of Call a Web Service, SaaS customers must use a Trusted Agent for all of these Actions when One-Step Actions will run on a server. This includes the Browser Client, CSM Portal, Cherwell REST API, Automation Processes, and the Scheduler running in a two-tier configuration. You can use a Health Check rule to locate and configure One-Step Actions for a Trusted Agent as needed. See SaaS One-Step™ Action Check.
One-Step Actions listed in the Health Check results will not run until you configure them for Trusted Agents.
You can configure a Trusted Agent for one or more of the supported Actions within a single One-Step Action. Depending on your needs, you can assign a different Trusted Agent service group to each Action.
To use Trusted Agent with One-Step™ Actions:
- Trusted Agent must be configured for your system. For more information, see Configuring Trusted Agent.
- Optionally, define Trusted Agent Service Groups so you can execute One-Step Actions on specific Trusted Agent Services.
- You must have security rights to configure One-Step Actions to run on a Trusted Agent. If you do not have these rights, you can view Trusted Agent configuration settings, but you cannot change them.
To configure a One-Step Action to run on a Trusted Agent:
- From the One-Step Editor Designer Board, select an Action that supports Trusted Agent.
- Select the Trusted Agent page.
- Select the Run on Trusted Agent check box.
- Select one of these Trusted Agent service group options:
- Any Trusted Agent Group: Uses the next available Trusted Agent to execute the Action.
- Specific Trusted Agent Group: Uses a specific Trusted Agent service group to use for the Action.
- Review General properties for the One-Step Action to ensure they are valid for the selected Trusted Agent service group. For example, for a Print Action, verify that the printer you select is valid for the Trusted Agent service group.