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  2. 2. Implementation & Configuration

2. Implementation & Configuration

This chapter describes the system implementation and configuration.

Chapter structure

2.1 Prerequisite knowledge
2.2 Preparation
2.3 Creating users
2.4 Configuring organization
2.5 Setting a relay server
2.6 Setting a repository
2.7 Setting up external IdP linkage
2.8 Private network connection to on-premise environment

JP1 Cloud Service/Operations Integration User's Guide
Operations
Integration
  • Home
  • Introduction
  • Changes
  • Contents
  • 1. Outline
    • 1.1 Ops I outline
    • 1.2 Ops I features
    • 1.3 Outline of usage
    • 1.4 Use precautions and temporary restrictions
      • 1.4.1 Use precautions
      • 1.4.2 Temporary restrictions
  • 2. Implementation & Configuration
    • 2.1 Prerequisite knowledge
      • 2.1.1 User implementing & configuring
      • 2.1.2 Association between users and each function
      • 2.1.3 User management functions
    • 2.2 Preparation
      • 2.2.1 Connecting & logging in to Ops I
      • 2.2.2 Setting one-time code
    • 2.3 Creating users
      • 2.3.1 Creating users for using Ops I
      • 2.3.2 Setting roles for created users
    • 2.4 Configuring organization
    • 2.5 Setting a relay server
      • 2.5.1 RPM package
    • 2.6 Setting a repository
    • 2.7 Setting up external IdP linkage
      • 2.7.1 Setting up OIDC connection
      • 2.7.2 Setting up SAML connection
        • 2.7.2.1 Updating SAML certification
      • 2.7.3 Mapping attributes/groups/roles
      • 2.7.4 Log in/log out
    • 2.8 Private network connection to on-premise environment
  • 3. Functions
    • 3.1 Basic window structure
      • 3.1.1 Account management
    • 3.2 Tasks and Requests
      • 3.2.1 Service catalog
      • 3.2.2 Workflow
      • 3.2.3 Tickets
        • 3.2.3.1 incident tickets
        • 3.2.3.2 request tickets
        • 3.2.3.3 task tickets
        • 3.2.3.4 problem tickets
        • 3.2.3.5 rfc tickets
        • 3.2.3.6 release tickets
        • 3.2.3.7 case tickets
        • 3.2.3.8 unclassified tickets
      • 3.2.4 Schedule
        • 3.2.4.1 Calendar management functions
        • 3.2.4.2 Work item management functions
        • 3.2.4.3 Resource-specific scheduling functions
      • 3.2.5 Resources
    • 3.3 Documents
      • 3.3.1 Container
      • 3.3.2 Distribution
    • 3.4 System
      • 3.4.1 User management
        • 3.4.1.1 Users
        • 3.4.1.2 Groups
        • 3.4.1.3 Roles
      • 3.4.2 Identity provider
        • 3.4.2.1 Common settings
      • 3.4.3 Organization management
      • 3.4.4 Outpost management
      • 3.4.5 Repository management
    • 3.5 IT service management (ITSM)
    • 3.6 Secret management
      • 3.6.1 Register a secret
      • 3.6.2 Change a secret
      • 3.6.3 Register user credential information
    • 3.7 Git
      • 3.7.1 Register YAML files with GitLab (GUI)
      • 3.7.2 Register YAML files with GitLab (CUI)
      • 3.7.3 Obtaining GitLab access tokens
      • 3.7.4 Checking differences in YAML files
      • 3.7.5 Checking registration status of YAML files
    • 3.8 Automation
      • 3.8.1 Registering authentication information
      • 3.8.2 Setting projects
      • 3.8.3 Registering inventory
      • 3.8.4 Registering templates
      • 3.8.5 Checking job execution results
  • 4. Designing and Building Your Operation
    • 4.1 Prerequisite knowledge
      • 4.1.1 Associations between functions & required knowledge
      • 4.1.2 Precautions when defining YAML files
    • 4.2 Organizing tasks
      • 4.2.1 Identifying routine/as-needed tasks
      • 4.2.2 User management
      • 4.2.3 Skills required for operation
      • 4.2.4 Organizing handled documents
    • 4.3 Task design
      • 4.3.1 Designing a data model
      • 4.3.2 Designing a workflow
      • 4.3.3 Designing notifications
        • 4.3.3.1 Example of notification of schedule and work item origin
      • 4.3.4 Storing documents
      • 4.3.5 Users and ACL
      • 4.3.6 Skill management
      • 4.3.7 Automation
      • 4.3.8 Ticket management
        • 4.3.8.1 Ticket notification function
        • 4.3.8.2 SLA management function
        • 4.3.8.3 Ticket approval function
      • 4.3.9 Schedule management
      • 4.3.10 Site management
        • 4.3.10.1 Prerequisite knowledge
        • 4.3.10.2 Ops I Menu
        • 4.3.10.3 Embedding the Ops I window in a site
        • 4.3.10.4 Import/export sites
        • 4.3.10.5 Installing themes
        • 4.3.10.6 Multilingual support for sites
        • 4.3.10.7 Notifications
        • 4.3.10.8 Log out from Ops I
        • 4.3.10.9 Changing Ops I password
    • 4.4 UI design
      • 4.4.1 UI version
      • 4.4.2 Defining window URL (Uipath)
      • 4.4.3 Saving a table display
      • 4.4.4 Displaying hint messages
    • 4.5 Other operational design tips
      • 4.5.1 Library
      • 4.5.2 Application
      • 4.5.3 Customizing the ticket window
        • 4.5.3.1 Ticket fields
        • 4.5.3.2 Ticket statuses
        • 4.5.3.3 Ticket types
      • 4.5.4 Customizing the default YAML files
      • 4.5.5 Checking registration status of YAML files (GUI)
    • 4.6 Registering YAML files with GitLab
      • 4.6.1 Process from YAML file code development to actual operation
      • 4.6.2 Uploading YAML files
    • 4.7 Setting up automatic job execution
    • 4.8 Using a relay server
    • 4.9 Linking with other products
      • 4.9.1 JP1/AJS3
      • 4.9.2 JP1/IM
        • 4.9.2.1 Monitoring deterrence
        • 4.9.2.2 Registering incidents
    • 4.10 Extending the environment for automatic execution
  • 5. Operation
    • 5.1 Checking license usage
    • 5.2 Migrating data from verification environment to actual environment
      • 5.2.1 Approach to data migration
      • 5.2.2 Data migration of files in Git repository
    • 5.3 Actions required when upgrading Ops I version
      • 5.3.1 Preserving the customized ticket function
      • 5.3.2 Updating the AWX execution environment
  • 6. YAML Definition
    • 6.1 Workflow
      • 6.1.1 Provided Ops I components
    • 6.2 UI
      • 6.2.1 UI (UI Version 1.0)
      • 6.2.2 UI (UI Version 1.1)
      • 6.2.3 Uipath
    • 6.3 Datamodel
    • 6.4 Catalog
    • 6.5 Script
      • 6.5.1 Action scripts (UI Version 1.0)
      • 6.5.2 Action scripts (UI Version 1.1)
    • 6.6 Library
    • 6.7 Attachment
    • 6.8 Distribution
    • 6.9 ACL, Statement
    • 6.10 Notification, Notifier
    • 6.11 Application
    • 6.12 Skill, Skillset
    • 6.13 Calendar
  • 7. Troubleshooting
    • 7.1 Message list
    • 7.2 How to deal with errors
      • 7.2.1 How to deal with messages
      • 7.2.2 How to deal with YAML syntax errors
  • 8. OPS I Roles
    • 8.1 Correspondence between roles and support functions in Ops I
    • 8.2 Correspondence between API and Ops I roles
  • 9. Appendix
    • 9.1 OSS version/edition and reference manuals
    • 9.2 Version changes
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