Automating Deployments

 

Creating a New Automation

To create a new Automation, select Create Automation from the Automations page. 

New Automation.png

The New Automations page contains the following fields. All fields must be configured in order to save the Automation. 

Name: The name of the new Automation. 

Packages: Search for pre-built or custom packages to add to the new Automation in the Search Packages field. 

Trigger: Configure the trigger for the new Automation. 

Deploy To: Select the target devices or groups for the new Automation. 

Adding Packages to an Automation

Search for the package in the Packages field, and select the chosen package from the search results to be added to the Automation. 

Adding Packages.png
  • Pre-built packages will default to using the Latest version of a package and auto update when a new version is released, deploying the latest version of the package during the next automated deployment. If a specific version is selected, the pre-built package will not auto update. 

 

  • To select a previous version, select the drop-down menu in the Version column. 

 

  • Multiple packages can be added to an Automation by searching for and selecting additional packages. 

 

Removing Packages from an Automation

To remove a package from an Automation, click the trash can icon next to the package name. 

Configuring Automation Triggers

Automation triggers determine the time and frequency for an Automation to run. 

IMPORTANT: The time in PDQ Connect will display the local time of the browser PDQ Connect is being accessed from, but Automations will deploy according to UTC.

Example: If I am located in EST (UTC-5) when configuring a new Automation and I am selecting targets in EST and MST (UTC-7) with a recurring trigger set for 4:00 PM, the Automation will run at 21:00 UTC (4:00 PM EST / 2:00 PM MST). 

Deploy Once

DeployOnceTrigger.png
  • Deploy On: Select the date and time for the Automation to run once. 

 

Recurring Trigger

Recurring Trigger.png
  • Start On: configure the date and time for the Automation to begin.

 

  • Repeat Every: configure the interval in which the Automation will occur.

 

  • Repeat On: select the days for the Automation to run.

 

Daily Trigger

To create a Daily trigger, create a Recurring trigger and configure Repeat Every for 1 Week, and select every day under Repeat On

Weekly Trigger

To create a Weekly trigger, configure Repeat Every for 1 Week, and select the day of the week for the Automation to run under Repeat On. Multiple days of the week can be selected. 

Monthly Trigger

To create a Monthly trigger, configure Repeat Every for 4 Weeks, and select the day of the week for the Automation to run under Repeat On. Multiple days of the week can be selected. 

Adding Devices to an Automation

Adding Devices.png
  • Search for targets in the Search Devices and Groups field to add devices or groups to an automation. 

 

  • Multiple devices and groups can be added to an Automation by selecting additional devices or groups. 

 

  • To remove a device or group from an Automation, click the trash can icon next to the device or group name. 

 

Saving & Deleting Automations

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  • After configuring all fields in the New Automation page, select Save to save the Automation. 

 

  • To delete an Automation, click the ellipses (...) menu next to the Save button and select Delete Automation. Clicking the ellipses (...) menu before saving the Automation will not open a menu. 

 

 

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