Before a task is created that targets a specific system, that system must be added to HelloID as a source, target, or connection. Navigate to Automation > Systems to get started.
Create a System
Each system requires different connection parameters. Some require a username and password, others require an API key, while others require a path to a signing certificate.
- Click on Create System to bring up the System Catalog.
- Find or search for the system you wish to add to HelloID and click its Add button. In this example, we'll add a connection to Azure Active Directory.
- The next screen will prompt for a that system's specific connection details. You may also change the system's name so that you may more easily identify it later.
- Provide the connection details required by the system and click Save when you are finished. The new system will be added to the systems overview.
Manage a System
In the event that a system's connection details need to be changed, you may click the system's pencil icon to bring up its connection details dialog.
To remove a system from HelloID entirely, click the system's trashcan icon. You will be prompted to confirm your decision, and then that system will be removed. If there are any tasks that target that system, they will cease to function.