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Version: 24.9

Self-Service Panel

Automate is a module developed for client interaction with the Flexxible support team and is also responsible for the automatic execution of microservices that, due to their particular configuration, need to go through an approval flow or select various parameters before they can be executed.

Features​

On the main screen of the Automate portal, there is a section called “Open a Request”.

options

This section leads to a catalog of available microservices based on the services contracted by the client. This catalog may contain automations for FlexxClient, FlexxDesktop, or even for both, depending on the active products of the subscription.

To access the available microservices, the user only needs to select the available/desired option, and various categories with existing microservices will be displayed. By selecting one of the categories, the enabled microservices will appear on the right:

selfservice

Parameters​

Certain microservices may have different selectable values; for example, in the case of "Get Wifi information," where the user can select the type of information they wish to obtain:

params

In other cases, the user needs to directly enter the value of the variable for the microservice execution; thus, for example, in "Kill Process by EXE name," the user must indicate the name of the executable they wish to remove from the device:

paramlist

Approval Flow​

Certain requests may require approval before they are executed automatically, as they could have a financial impact, or they may require prior analysis to ensure they can be executed safely. For example, the deployment of new virtual desktops within a DaaS service environment, or the modification of a registry key on physical devices for the specific configuration of an application.

Automate allows for the definition of approval flows for the microservices identified within these cases. By default, there are two types of approval flows:

  • Approval by a client or MSP manager: in this case, one or more users with permissions to approve requests are identified within the organization. When a user requests the execution of a microservice that requires approval, the persons responsible for approval will receive an email with the details of the request, as well as the option to approve, reject it directly from the email, or access the request for more information.
  • Approval by a client or MSP manager and the Flexxible manager: this type of approval flow is indicated for requests involving the deployment of new resources within a FlexxDesktop environment, where Flexxible is responsible for the service (FlexxDesktop Advanced, Enterprise, or Edge). In this way, the request is analyzed by the technical team before execution to ensure it does not affect the service being provided to the client.

In the image below, you can see an example of the notification automatically sent by the system requesting approval for the execution of the microservice for the creation of a new Azure subscription. In this case, due to the economic impact, the client has decided to include it within the approval flows.

approbal

Default Included Microservices​

Flexxible has within Automate a catalog of microservices available for FlexxClient customers. Within this, the following are included:

  • Active Directory (Active Directory):
    • Execute GPOUpdate Over Device (Execute GPOUpdate Over Device)
    • Get Existing Group Policies on a Device (Get Workspaces applied policies)
  • Administrative Tasks:
    • Create Registry Key (Create Registry Key)
    • Modify Registry Key (Modify Registry Key)
    • Delete Registry Key (Delete Registry Key)
    • Create Restore Point on a Device (Create Restore Point)
    • Get Configured Printers on a Device (Get Workspace configured printers)
    • Obtain mapped drives on a device (Get Workspace Mapped Units).
  • Applications:
    • Install Putty (Install Putty)
    • Install Seven Zip (Install Seven Zip)
    • Install SumatraPDF (Install SumatraPDF)
    • Install WinSCP (Install WinSCP)
    • Install/Update Chrome (Install/Update Chrome)
  • Power Management:
    • Configure Hibernate Feature (Configure Hibernate Feature)
    • Retrieve Power Schemes
    • Set Default Power Schemes
    • Remove Power Schemes
  • Security:
    • Get workspace Windows update report
    • Install Crowdstrike
    • Install Windows Updates
    • Run Microsoft Defender Quick Scan
    • Run Microsoft Defender Full Scan
  • Support Tasks:
    • Clear Chrome Cache
    • Clear Edge Cache
    • Clear Firefox Cache
    • Create VPN Profile
    • Execute cleanup over device
    • Execute FlushDNS over device
    • Force Time Synchronization
    • Get all Processes
    • Get Network Adapter Properties
    • Get Network Configuration
    • Obtain Wifi information (Get Wifi Information)
    • Kill Process by EXE name
    • Kill Process by process ID
    • Recreate Outlook Profile
    • Restart Immediate
    • Restart Service
    • Shutdown Immediate
    • Start Service
    • Stop Service
    • User Notification

The client can request through their service provider or directly from Flexxible the creation of other microservices to meet the specific requirements of their operation.