Administering Support Automation › How to Customize Support Automation Tools › Automated Tasks › How to Configure Automated Tasks

How to Configure Automated Tasks

You install and configure the Automated Tasks Editor to manage automated tasks that Support Automation analysts use to provide support for end users. The end user can launch an automated task from a knowledge document and the self-service interface, or an analyst executes an automated task during an assistance session. Automated tasks provide analysts with detailed information about an end-user computer. You create self-service automated tasks that interact with the end user and process their input. These tasks can change the file system, registry, download install software, and so on. You configure automated tasks as follows:

1. Install the Automated Tasks Editor.

   You launch the installer from the following location on the installation media:

   casd.nt\SAScriptWriter
   

   Note: You can also copy the installer and deploy it to the appropriate users in your support environment.

   The Automated Task Editor is installed.

2. Open the Automated Tasks Editor.

   The Automated Tasks Editor installation creates a shortcut on your desktop.

3. Set the following connection parameters:
   1. Click Tools, Server.

      The Server Configuration dialog appears.

   2. Enter your hostname and port.

      Default Port: 8070

   3. Enter the user name and password of a user with read/write access to the Automated Task Editor, such as a Support Automation Analyst.
   4. Click Test.
   5. Click OK.
4. Create automated tasks and upload them to your server.

   You can upload public tasks or assign them to specific tenants and subtenants.

   Important! Only roles from the Service Provider tenant with the Update Public flag enabled can upload tasks and libraries to the server. All task library content and static content are stored as public data.