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Version: 24.10

Self-Service Panel

Automate is a module developed for the interaction of the client 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 workflow or the selection of various parameters before they can be executed.

Features​

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

options

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

To access the available microservices, the user only needs to select the available/desired option and the different categories with the existing microservices will be displayed. By selecting one of the categories, the enabled microservices for it 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 want to obtain:

params

In other cases, it is necessary for the user to directly enter the variable value of the microservice execution; for example, in “Kill Process by EXE name” it will be the user who must indicate the name of the executable they want to remove from the computer:

paramlist

Approval Workflow​

Certain requests may require approval before they can be executed automatically, as they may have a financial impact, or perhaps 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 machines for specific application configuration.

Automate allows approval workflows to be defined for the microservices identified within that casuistry. By default, there are two types of approval flows:

  • Approval by a client or MSP manager: in this case, one or more users within the organization with permissions to approve requests are identified. When a user requests the execution of a microservice that requires approval, the approvers will receive an email indicating the details of the request, as well as the possibility 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 where new resources are deployed 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 provided to the client.

The image below shows an example of the notification automatically sent by the system requesting approval for the execution of the microservice to create a new Azure subscription. In this case, given the economic impact, the client has decided to include it within the approval flows.

approbal

Default Microservices Included​

Flexxible has an Automate catalog of microservices available to FlexxClient customers. The following are included:

  • Active Directory:
    • Execute GPOUpdate Over Device
    • Get Workspaces applied policies
  • Administrative Tasks:
    • Create Registry Key
    • Modify Registry Key
    • Delete Registry Key
    • Create Restore Point
    • Get Workspace configured printers
    • Get Workspace Mapped Units.
  • Applications:
    • Install Putty
    • Install Seven Zip
    • Install SumatraPDF
    • Install WinSCP
    • Install/Update Chrome
  • Power Management:
    • 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
    • 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 to Flexxible the creation of other microservices to meet the specific requirements of their operation.