Administration Guide › Configuring Resources › Automating Processes with CA Process Automation › Configure a CA Process Automation Process

Configure a CA Process Automation Process

CA Process Automation processes provide you with a visual representation of your actions. You can see exactly where you are in the process and you can view multiple instances of actions. Before you configure a CA Process Automation process, create an action and a rule first. The rule is mapped to and triggers the process. Create rules and actions and configure the processes from the CA Server Automation UI.

To configure a CA Process Automation process

1. Click Resources.

   The Resources page appears.

2. Open the Explore pane.

   Available groups, services, and systems appear.

3. Select the Data Center node.
4. Click Policy, then click Actions.

   The Actions page appears.

5. Click + (New) on the toolbar.

   The Action Definition: New page appears.

6. Enter a meaningful name for the action in the Action Name text box and select the Run CA Process Automation Process action type from the drop-down list.

   The Details section appears.

7. Select one of the following settings in the Action Start drop-down list:

   No Delay

   Specifies that the same action can be rerun immediately when a rule using that action is triggered again.

   Delay For

   Specifies the amount of time that must elapse before the same action can be rerun when a rule using that action is triggered again.

   Limits: seconds

   Note: The Action Start setting has no effect when a scheduled job runs the action.

8. Select one of the following settings in the Action Completion drop-down list:

   No Wait

   Specifies no waiting period for the action to complete before running succeeding actions in an action sequence.

   Wait No Longer Than

   Specifies to wait no longer than a specified value for the action to complete before running succeeding actions in an action sequence.

   Wait Indefinitely

   Specifies to wait indefinitely for the action to complete before running succeeding actions in an action sequence.

   Note: The Action Completion drop-down list appears only for long running actions.

9. Select a form from the drop-down list. Forms let you create an interface so that users can launch a process and make appropriate inputs to that process at startup.

   Required input fields depend on the form you selected.

10. Complete all input fields.

    Note: Connect Parameters are configured in CA Process Automation. The CA Server Automation URL identifies the Service Controller, which is displayed at the bottom of the Administration page, Configuration list.

11. (Optional) Click Open process in CA Process Automation Client to log in to CA Process Automation and view the process definitions.
12. Select the Help Desk Approval check box if the ticket requires approval by a third party.

    Note: Configure CA SDM properly to use this option.

    The Ticket Types and Templates fields become enabled.

13. Select the Auto close ticket on approval check box if you want to close the ticket automatically after it is approved.
14. Select a ticket type from the Ticket Types drop-down list. The following types are valid options, but are dependent on your configuration:
    • Incident
    • Problem
    • Request

    The Templates drop-down list is updated with the templates associated with the ticket type you selected.

15. Select a template from the Templates drop-down list.

    The fields are populated with predetermined values depending on the ticket model you are using.

16. Select Save from the Actions drop-down list.

    A confirmation message notifies you that your save was successful.

    Note: Actions that specify a help desk approval requirement cannot be used for actions scheduling. If you need the same action for a scheduled action, create a second action that does not include the help desk approval requirement.

More information:

Action Types

Create Actions and Rules