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Automation

All automation workflows, including automated certificate renewal, deployment tasks, and Discovery auto‑scans, are executed by the Automation Service. Automated certificate renewal and deployment can be configured once you have an existing certificate, either issued from or imported to TLS Connect.

The Automation Service runs as a Windows service on the TLS Connect server. When running, it operates in the background and periodically checks whether any automation tasks are due to run based on their configured schedules.  

This feature is for Premium licenses only. 

 

Activate the Automation Service 

  1. Open the TLS Connect application and navigate to the Automation > Dashboard tab. 

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  2. Click Install Service. This installs the TLS Connect Automation Service in Windows Services. The service status will read “Stopped".  

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  3. Click Start Service to run in the background and begin running automation tasks. The service status will read “Running”. 

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  4. Click Stop Service to pause the service from running and all automation activity. The service status will read “Stopped”. 

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  5. Click Uninstall to remove the service. The service status will read “Not Installed”. 

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Create an Automation Profile 

Automation profiles define where certificates are deployed when an automation task runs. 

  1. Open the TLS Connect application and navigate to the Automation > Server Profiles tab. 

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  2. Click Create Profile. 

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  3. Click the Edit (blue pencil) icon next to the default profile name.

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  4. Enter a unique name for your profile, then click Done

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  5. Click Add Targets.

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  6. Add one or more deployment targets, such as: 

    1. Agent servers.

    2. Cloud platforms or network appliances.

      NOTE: You must have agents deployed to servers, and your cloud platforms/network appliances must be configured in TLS Connect to use this feature. Multiple targets can be included in a single automation profile. 

      tlsc-automation-create6.png

  7. Click the Edit (blue pencil) icon to configure deployment rules for the profile. 

    tlsc-automation-create7.png

 

Create an Automation Task 

Automation tasks define when certificates are renewed and which deployment profile is used. 

  1. Open the TLS Connect application and navigate to the Automation > Cert Config tab. 

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  2. Click New Task. 

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  3. Enter a name for the task in the Task Name field. 

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  4. Select Atlas in GlobalSign Platform dropdown menu.

    tlsc-automation-task3 1.png

  5. Select the appropriate issuing profile or product. 

    tlsc-automation-task5 1.png

  6. Specify how many days before certificate expiration the renewal task should run.  

    tlsc-automation-task5.png

  7. Select a certificate from the Source Certificate dropdown menu. 

    NOTE: This certificate serves as a template for renewed certificates. 

    tlsc-automation-task6.png

  8. Select the automation profile you created in the Deployment Profile dropdown menu. 

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  9. Click Save Task. 

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  10.  Once saved, you will be able to Edit, Renew and Remove the task from the list. 

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From Automation > Dashboard you can view, modify, pause, or resume automation tasks. The dashboard also displays the number of tasks that are currently pending execution. 

Task Frequency and Execution 

You can control how often the Automation Service checks for pending tasks. From the Automation > Dashboard screen, you can: 

  • Configure how frequently the Automation Service runs:
    Dashboard > Configuration & Manual Run> Interval Mode > Interval > Save

    tlsc-automation-dashboard1.png

  • Specify a daily execution time:
    Dashboard > Configuration & Manual Run> Daily Time Mode > Daily Time > Save

    tlsc-automation-dashboard2.png

  • Click Run Once to manually trigger the Automation Service immediately. 

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