Creating or editing a service

Ops Center Automator User Guide

Version
10.8.x
File Size
3.6 MB
Audience
anonymous
Part Number
MK-99AUT001-14

Users with the Admin, Develop, or Modify roles can create services. You can create a new service, copy an existing service, or edit a service.

  1. Determine whether you want to create a new service or copy or edit an existing service:
    • To create a new service, go to step 2.
    • To copy a service, go to step 8.
    • To edit a service, go to step 9.
  2. Create a new service by accessing the service template preview using one of the following paths:
    • On the Dashboard, in the Guidance Menu, click Create New Service. In the Select Service Template window, click a template to open the service template preview.
    • On the Service Templates tab, click the service template you want to use to open the service template preview.
    • On the Services tab, in the Services pane, click the Create to open the Select Service Template window and the click a template to open the service template preview.
    • On the Administration tab, under Resources and Permissions, click Service Groups. In the Services pane, click Create to open the Select Service Template window. Click a template to open the service template preview.
  3. Click Create Service.
  4. In the Create Service window, in the Settings pane, enter the following information, which is summarized in the General Settings area of the Navigation pane:
    Note: If you copy an existing service, the default parameter values are different than if you are creating a new service.
    • Name of the service.
    • Description of the service.
    • Status: Select Test for new services to allow only users in the Admin, Develop, or Modify role to submit the service.
    • Tags: Specify one or more tags for the service (to a maximum of 256 characters.) The tags you select for the service also apply to the tasks the service generates.
    • Service Group: Select the service group of users who can access the service.
      Note: If you are editing an existing service, you cannot change the service group. Use the Copy action instead to copy the service and change the Service Group.
    • Service Template: The template on which the service is based. Click the template name to open the Template Preview, which includes detailed information about the template.

      In the Template Preview, you can click View Flow to open the flow window for the template.

  5. Expand Advanced Options and select the options you want:
    Scheduling Options:

    Immediate: Run the service when it is submitted.

    Scheduled: Run the service one time.

    Recurrence: Run the service multiple times.

  6. In the Navigation pane, click each settings group and configure the required and optional parameters. You can also navigate through the settings groups using the links at the bottom of the Settings pane.
    You can choose to retain default settings from the service or template you started with. For Volume settings, you can choose whether to allow users to change specific settings or to hide them completely.
  7. After configuring the settings, do one of the following:
    • Click Preview to open a view of the service as it would appear to users. Then click Save and Close to save the service.
    • In some cases, you might want to use Import or Export to save the property values associated with the current service for later access or to access property values that have previously been saved to a properties files.
    • Click Cancel to close the window without saving any changes.
  8. To copy an existing service, do the following:
    1. Go to the Services tab to access the service list.
    2. Click the service that you want to copy.
    3. In the service preview pane, click More Actions > Copy.
    4. Modify the service name and settings as needed.
  9. To edit a service, do the following:
    1. Go the Services tab, select the service to edit, then click Edit.
    2. From the Edit Services window, modify the setting as needed.