Configuring automation


ADManager Plus provides a simple built-in template that helps you configure automations.

The following steps will help you to configure Automation of an AD task in ADManager Plus

    1. Click on Automation tab
    2. From the left pane choose �Automation�
    3. A page with the display of all existing automations and their details will appear; to create a new automation click on create new automation on the top-right corner
    4. In the page that appears configure the settings with the help of the labels
      • Automation Name : enter a name for the automation process
      • Description : add a note that describes the automation process
      • Automation Category: choose the Active Directory management category under which the task will be carried out
        • User automation: Under this category, you will be able to carry out following tasks on users: create, disable, enable, move, unlock, reset password, remove Office 365 licenses, modify attributes, modify using templates, delete, add to group, remove from group, disable/delete mailbox, hide from Exchange address lists, specify custom script, delete home folder , auto reply and disable Lync.
          Note: You can also select 'user can't change the password', 'user must change password at next logon,' or 'set password never expires' and 'Random Password', while automating the 'reset password' task.
        • Computer automation: Under this category, you will be able to disable computers, enable computers, delete computers, move computers, add computers to group, remove computers from group and set custom script.
        • Group automation:In this category you will be able to create, move, add groups to group, remove groups from group and delete groups.
        • Contact automation: In this category you will be able to create contacts, delete contacts, move Contact, add to group and remove from group.
      • Select Domain : choose the domain and OUs where the task should be run. You can also exclude child OUs from the selected OUs.
      • Automation Task/Policy: choose an AD task or Automation policyfrom the drop down list box .



      • Implement Business Workflow: choosing this option will make the task semi-automatic, the tasks initiated will be propelled through the configured workflow.


      • Note:Controlled-Automation - For crucial routine tasks that require supervision to a certain extent, business workflow can be implemented. Say you want to automate the task of disabling user accounts, but disabling accounts seems to increase your help desk calls, so you feel you need to have the HR manager�s approval while the automation to disable accounts runs, all you have to do is configure a workflow with the HR Manager as the approver and implement it in the automation. Hence every time the automation tries to disable a user account it seeks approval from HR manager.



      • From Reports: choose the ADManager plus report, you can preview the selected report by making use of 'Generate Report' option.
      • If you want to use a CSV to import data click on 'select more', In the Location of CSV field specify the CSV file from where the data should be fetched - Trouble shooting tips for CSV files
      • Run at: choose the interval and time at which the task should be run. That is, as per your requirement, you can run this automation hourly, daily, weekly, monthly or run it just once, at the desire time.
      • Notification: Enable notification to set�Email and SMS alerts to notify users about the execution of any automated task. If notification is enabled, templates configured in the automation notification will be used instead of last stage of workflow notification, either execution or approval notification"
    5. Finally click save and save the automation, or save and run to immediately run the automation and also run it at the later time defined.

    Note:

    • Click on show all scheduled automation in the top-right corner of the automation creation/modification page to view all existing automations.
    • There is also the option to enforce or delete a successive task before the duration mentioned in the automation. This can be done by the workflow agent while approving or reviewing, by clicking on the run or delete option against the task.
    • You can also run an automation anytime you want, by clicking the Run Now option in the list of configured automations.