Checklist to Set Up Automic SaaS- New Customers

This list outlines all the activities necessary to set up Automic SaaS. For a more detailed list with links to topics that describe those activities in detail, see Getting Started with Automic SaaS for Administrators - New Customers.

You have received Broadcom's Welcome to Automic SaaS email containing important links and credentials. You will need them to set up your system.

  1. Submit a support ticket with Broadcom where you share with us your IP addresses. You will be able to access your environments as soon as Broadcom has whitelisted your IP addresses.

  2. Click the Automic Web Interface (AWI) link provided in the Welcome email. This opens AWI, which is the user interface that gives you access to all the program areas and functions that you need.

  3. Log in to Client 0 using the name and password provided in the welcome email.

  4. Change the password.

  5. Install and configure your first Agent.

    You can skip this step with the Automic SaaS and REST, S3 Unix and SAP integrations. Your Automic SaaS environments include pre-installed and pre-configured Agents: REST Agent Integration, S3 Agent Integration, Linux and SAP. They are ready for immediate use in Client 100 (no configuration or authentication required). This Client/Agent assignment is configured in the HSTA.SAAS.HOSTED object that is also available in Client 0. To assign these Agents to other or additional Clients, simply update the HSTA.SAAS.HOSTED definition. For more information, see Assigning Clients to Agents.

  6. (For Agents other than the pre-installed ones provided by default) Assign the Agent to Client 100.

  7. Log in to Client 100 using the link provided in the Welcome email. Use the credentials in the email for your first login. You will be prompted to change the password.

  8. To confirm that the Agent is connected, create a Job in Client 100. REST Jobs, S3 Jobs, Unix Jobs and SAP Jobs are already pre-configured to use the respective pre-installed Agents. If you have installed and configured a different Agent, create a test Job hat uses that Agent. Let's assume that you have downloaded and configured a Windows Agent. In this case, create a Windows Job.

  9. Execute the Job and verify that it has executed correctly.

  10. Copy the REST API URL provided in the Welcome to Automic SaaS email in your browser and verify that the endpoint is accessible.

  11. Verify that the FTP endpoint provided in the Welcome email is accessible.

  12. Create the Clients you need, either using the REST API or through the Automic Web Interface.

  13. Create Users, either using the REST API or through the Automic Web Interface.

  14. Download and configure the Agents that you need and assign them to Clients.

  15. Create object templates.

  16. Access the FTP server and download your execution data and reports regularly.

See also: