ABots - Microsoft Exchange - User Management - Distribution Groups
    • 08 Nov 2022
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    ABots - Microsoft Exchange - User Management - Distribution Groups

    • PDF

    Article summary

    Once configured, the Microsoft Exchange - User Management Distribution Groups ABot can automatically run user management processes on your On Premises Exchange servers in response to workflow tickets opened in SysAid. This saves time and for both the IT admin and the employee who needs the update in the Exchange servers.

    Before you setup this ABot, ensure that your ABots platform is up and running. See the SysAid ABot Guide for details.

    Skills Included

    The Microsoft Exchange User Management ABot includes the following skills:

    • Add a user to distribution groups - Adds users to specified distribution groups in Microsoft Exchange
    • Remove a user from distribution groups - Removes users from specified distribution groups in Microsoft Exchange

    Import Skills

    1. On the main My Apps page, in the Microsoft Exchange User Management ABot's icon, click .
    2. Click the slider.
    3. Click Import ABot Skills.
       The skills are imported in the background.

    Setup the Templates

    Each skill that you import includes a built-in template, ready to launch the automated process when a ticket is submitted. To set up the template you need to select values in all of the mandatory parameter mapping fields. Each skill has a different set of fields that are detailed below, but all require the relevant credentials. The credentials you select must have access to the machine that you want to run the automated process from and the machine must have access to all of the relevant agents. See the ABot guide for information on how to prepare credentials so they can be selected in the parameter mapping for a skill.
     
     You also will want to ensure that the template is available in the Automation panel so that the skill can be run from within another ticket.

    To set up a template

    1. In Settings > Service Desk Templates, locate the new template. It will have the same name as the imported skill.
    2. Open the template.
    3. In the Request Details tab, ensure that the Visible in automation panel check box is selected.
    4. In the Launch ABot workflow tab, click .
    5. Select the fields you want for parameter mapping. See the Parameter mapping section for explanations of each field and which fields are mandatory for each skill.
    6. Click OK.

    Using the ABot

    Once the ABot skills hae been imported, and the templates have been set up, admins and end-users can easily use the ABot's skills to initialize and automatically run the common tasks.

    To add an ABot process from any ticket

    1. In the ticket form, click Automations.
    2. From the Select an Automation Process drop-down list, select the ABot skill you want to run.
    3. Click Launch.
    4. In the window that opens, enter the information in the required fields.
    5. Click Apply.

    To run an ABot using a template

    1. Open a new request form.
    2. From the template drop-down, select the template for the ABot skill you want to run.
    3. Enter the information in the required fields.
    4. Click Apply.

    You can access a record for each process run by ABots in Settings > Automate Joe > Process Monitor.

    Parameter Mapping

    Each skill has it's own parameter mapping that needs to be set up in the workflow template that you want to run the skill. To set up the template, see the Setup the templates section above.

    For any of the parameters, follow the following steps:

    1. Select if you want the parameter to be populated from an SR field, an action item field, credential set, Automate Joe agent, group field, or a manual Velocity command.
    2. In the Set Value column, select a field, or type input with the variable name of the field you want to populate.
    3. Select Get Text if you want to output the field value's caption instead of the its key.
    4. Click OK.

    To better understand the parameters for each skill, see the reference table below that details the mandatory parameters that must be populated for the ABot's skills.

    ParameterDescription

    Required Parameters

    Execution Agent - Windows

    The Windows agent that the ABot uses to run the process.

    Execution Credentials - Windows

    The credentials set to access the service on which you the ABot will execute the automated process.

    Execution Agent - REST

    The REST agent that the ABot uses to run the process.

    Authentication user

    The name of the authentication user for the Exchange server.

    Authentication password

    The authentication user's password.

    Exchange server name

    The name of the Exchange Server

    Request User

    The field that contains the user to be added or removed from the distribution group.

    Requested distribution groups

    The field that contains the distribution groups that you want to add the user to or remove them from.

    Output parameters

    Process exit code

    Code that displays the result of the process run by the ABot.

    0 - The process was successfully executed
    1 - The process failed

    Select the field you where you want this information displayed.

    Process last message

    Message that states if the process was successful or not.

    Select the field you where you want this information displayed.

    Other ABots

    For information about other available ABots, see any of the following help pages: