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Configure Automation integration

Automation Integration allows you to configure services that can invoke Run Books in an Ivanti Automation environment, for example to create user accounts, e-mail accounts, or to install software. The settings that you specify are used by the Transaction Engine to connect to Automation Dispatchers and invoke Run Books when necessary.

Additionally, you can specify the URL of the Automation Management Portal. This allows you to redirect administrators to specific areas of the Automation Management Portal when they are working in Identity Director.

  • At Entitlement Catalog, when you configure an Invoke Run Book workflow action and select a Run Book, you can click the Run Book name to open the Automation Management Portal on a new tab and view the Run Book.
  • At Transactions, when you view a transaction and an Invoke Run Book action is used in the service workflow, you can click the Run Book name to open the Automation Management Portal on a new tab and view the Run Book.

Automation Integration also allows service templates to be referenced from Automation. You can use these templates in Automation to create new services, based on Run Books.

The configuration of Automation Integration at Setup > Automation

Configuration

Field Explanation and Tips
Automation redirect URL Specify the URL of the Automation Management Portal.
Environment Specify the Automation environment that contains the Run Books for your services. You can specify only one environment.
Dispatcher detection Specify the detection method of Automation Dispatchers. Run Books are invoked through Dispatchers.
  • Select Autodetect to search for Dispatchers in the same LAN as the Transaction Engine.
  • Select Use Dispatcher address list to search for specific Dispatchers only.
Login and Password Specify a login account and its password to connect to the Automation environment.
  • You can only connect with a login account that uses Automation Authentication. It is not possible to connect with a login account that uses Microsoft Windows authentication (typically used for Microsoft Windows user accounts).
  • The login account may be subject to administrative roles of the Automation environment: not all Run Books may be available, depending on permissions.
See also