1. In the HelloID Management Portal/Administrator Dashboard side menu, go to “Automation” > “Scheduled Tasks,” to open a browser displaying all existing active and inactive scheduled tasks and click “Create Task,” located in the upper right corner of the page to add a new one.
2. HelloID will open a “Create Task” display, automatically showing the “General” tab. Enter a recognizable name for the new task and click “Save,” located at the top or bottom left of the page.
3. Enable or Disable the task to begin or cease automated execution.
4. Enable or Disable the “Send Mail” Option, automatically sending a notification containing the summary log for the completed task to a configured/set email address. Note that this email is configured on a separate page, accessed by clicking “Settings” at the bottom of the side menu.
5. Select the appropriate “Integration,” which is linked to the directory agent to execute the task. Note that the directory agent, not HelloID, is responsible for executing the task.
6. Add a Powershell Script to execute the desired task - manually by entering a script or via “Template” by selecting the associated option located above the script window.
7. If the “Template” option is selected, a dropdown menu will appear displaying the available options from which to choose. Note that templates cannot be edited in the Powershell field located on this page, but instead are edited in the “Powershell Scripts) section accessible via the side menu (“Automation” > “Powershell Scripts”).
8. Go to the “Variables” tab located on the upper left of the task window to define variables to be passed on to the Powershell Script execution as needed. Note that “$” should not be included, as it will automatically be added to the entry.
Example: Script requires a definition for “product_category” (e.g. “product_category” = “Mailbox”)
9. Go to the “Schedules” tab located in the upper left corner of the task window to schedule a task’s execution, and click “Add Schedule.”
10. Configure the available settings (e.g. name, start/end dates) to automatically execute the task according to the desired schedule and click “Save.”
11. Executing a task will log all actions specific to it, storing them under the “History” tab (located in the upper left of the task window) and in automatic email notifications (if “Send Email” has been configured). Note that auto-sent emails have summary logs, whereas the individualized task “History” tab contains both status and summary logs.
12. Go to “Automation” > “Schedule Task History” to view logged records of all executed tasks.
13. To edit an existing task and change any of its configurations, go to “Automation” > “Scheduled Tasks,” to reopen the browser displaying all existing active and inactive scheduled tasks. Click “Edit,” located in the table under “Actions” to the right side of each task.