The following section outlines the steps to add any new process definition.

Step 1: Access the Process Definition Page

  1. Login to the OpsRamp portal.
  2. Navigate to Automation > Process Automation 2.0.
    • The Process Automation Overview page is displayed.
  3. Click the hamburger icon in the top-left corner and select Process Definition.
    • The Process Definition page is displayed.
  4. To add a new process definition, click + ADD.
    • The Add Process Definition page is displayed.

Step 2: Configure Basic Details

In the BASIC DETAILS tab, enter the following:

  • Name: Enter a required name for the process.
  • Category: Select a category for process automation. Options:
    • Automation
    • Patch Management
    • Network Configuration
  • Description: Add more information about the process definition.
  • Enable Process Definition: Toggle to enable or disable the process definition.
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Click Next. The WORKFLOW tab is displayed.

Step 3: Build the Workflow

In the WORKFLOW tab:

  • Drag and drop components from the component menu to create the workflow visualization.
  • Configure properties for each component to correctly define the process.
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Test Individual Tasks and Workflows

After creating a task, you can use this feature to test its configuration right away. This helps you quickly identify and fix issues, whether at the individual task level or across the entire workflow.

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Testing Individual Tasks:
When creating a workflow task, you can now test it independently before continuing.

  • You can test a task once all mandatory fields are filled.
  • Token prompts are displayed where required.
  • The test result is shown immediately, so you can validate the task.

Testing Complete Workflows
You can now validate an entire workflow end-to-end before deploying.

  • Run all tasks in sequence after filling the mandatory fields.
  • Token prompts appear within the process definition.
  • Get a detailed test run report, making it easier to debug issues.

Step 4: Configure Notifications

In the NOTIFY tab:

  • Select the notification option.
  • Set the frequency for sending alerts if the process definition gets stuck or fails.
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Step 5: Save and Deploy

  1. Click Save and Deploy.
  2. After successful deployment, the new process definition is listed in the Process Definitions page.