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Version: 24.5

Self-Service Panel

Automate is a module not only developed for customer interaction with the Flexxible support team but also responsible for the automatic execution of microservices that, due to their particular configuration, need to go through an approval flow or the selection of 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 Microservices available based on the services contracted by the client, thus, this Microservice catalog may contain automations for FlexxClient, FlexxDesktop, or even both depending on the active products of the subscription.

To access the available microservices, the user only has to select the available/desired option, and the various categories with existing Microservices will be displayed; selecting one of the categories on the right will show the enabled microservices for it:

selfservice

Parameters

Certain Microservices can 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 others, it is necessary for the user to directly enter the value of the variable for the execution of the Microservice, as in the case of “Kill Process by EXE name,” where the user must specify the name of the executable they wish to remove from the system:

paramlist

Approval Flow

Certain requests may require approval before they are executed automatically, as this may have economic implications or may require prior analysis to ensure they can be executed with complete safety, 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 defining approval flows for Microservices identified within that casuistry, standardly two types of approval flows exist:

  • Approval by the client's or MSP's responsible person, in this case, one or more users with permissions to approve requests within the organization are identified, so when a user requests the execution of a microservice that requires approval, those responsible for approval will receive an email indicating the details of the request, as well as the ability to approve, reject directly from the email, or access the request for more information.
  • Approval by the customer's or MSP's responsible person and Flexxible's responsible person, this type of approval flow is indicated for requests where there is the deployment of new resources within a FlexxDesktop environment where Flexxible is responsible for the service (FlexxDesktop Advanced, Enterprise, or Edge), thus, 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; since this has economic impact, the client has decided it should be included in the approval flows.

approbal

Default Included Microservices

FlexxDesktop Microservices. Flexxible has within Automate a Microservice Catalog available for FlexxDesktop clients. This Automate Microservice Catalog includes the following:

  • Active Directory (Active Directory):
    • Active Directory VM reset Account
    • Create AD user account
  • Image Management
    • Create Snapshot from Template
    • Restore Snapshot from Template
  • Session Management
    • Backup User Profile
    • Close user Session
    • Close all user sessions
    • Reset user Profile
    • Restore user profile Backup
  • Workspace Management
    • Create a set of APPServers or VDIs
    • Execute action over workspace
    • Execute action over workspace group
    • Modify Resources Assigned to a Virtual Machine (Modify Resources Assigned to VM)
    • Set maintenance OF/OFF for a workspace
    • Set maintenance OF/OFF for a workspace group
    • Update a Set of Machines (Update Set of VMs)

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.