Table of Contents

Managing Automation scripts

To manage the Automation scripts in a DMS, you need to open the Automation module (via apps > Automation). When you do so, a card is opened that consists of two panes:

  • A pane on the left, where all scripts are represented in a tree view. A search box at the top of the pane allows you to quickly find a particular script.

  • A pane with script details on the right, where scripts can be viewed and edited.

    Note

    The script details can also be viewed in a separate card. To do so, right-click the script and select Open in new card or Open in new undocked card.

Managing Automation scripts, e.g. adding and deleting scripts or organizing them in folders, is done in the pane on the left:

Collapsing and expanding Automation script folders

You can collapse or expand folders in the tree view:

  • By clicking the triangle in front of the folder.

  • By right-clicking the tree view and selecting Collapse all or Expand all.

  • By selecting the folder, clicking the More... button at the bottom of the pane, and selecting Collapse all or Expand all.

    Note

    If you select Collapse all, the root folder will not be collapsed.

Adding a new Automation script

To add a new script:

  • Select the folder where you want to add the script, and click the Add script button at the bottom of the pane, or

  • Right-click the folder where you want a new script and select Add script.

You can also add a new script by duplicating an existing script and then changing this duplicate as required.

  • To duplicate a script, right-click the script and select Duplicate.

    Alternatively, you can also select the script, click the More... button at the bottom of the pane, and select Duplicate.

Note

You cannot create two Automation scripts with the same name.

To create a functional new script, you will then need to configure it further. For more information, see Designing Automation scripts.

Adding a new Automation script folder

To add a new folder:

  • Click the New Folder button at the bottom of the pane, or

  • Right-click the folder where you want a new folder and select New folder.

Note

If you create a new folder, it will only be saved if a script is added to it. Empty folders are automatically deleted when you close the Automation module.

Moving Automation scripts or folders

To move scripts or folders in the Automation tree view:

  • Drag the script or folder and drop it in the new location in the tree view.

Deleting an Automation script or folder

To delete a script or folder:

  • Select the script or folder, and select the Delete button at the bottom of the pane, or

  • Right-click the script or folder and select Delete in the right-click menu.

Note

When you delete a folder, you delete all scripts in that folder.

Renaming an Automation script folder

You can change the name of a folder in the following ways:

  • Right-click the folder, and select Rename.

  • Select the folder and press F2.

  • Select the folder, click the More... button at the bottom of the pane, and select Rename.

Note

Using a period at the beginning or at the end of a folder name is not allowed.

Importing and exporting Automation scripts

  • To upload a locally stored XML file containing a script and add it to a folder, right-click the folder and select Import.

  • To download a script as an XML file, right-click the script and select Export.

    Alternatively, you can also select the folder or script, click the More... button at the bottom of the pane, and select the Import or Export option there.

Note

To import Automation scripts, you need the user permission Automation: Add. To export Automation scripts, you need the user permission Automation: Edit. See DataMiner user permissions.

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