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Version: 7.9

Managing Runbooks

Runbooks are contained within Document objects, which enable them to be referenced in automation models. They can be managed as documents through the Wiki Admin page. Many administrative functions are listed in the File and Status drop-down menu. These help manage Wiki content.

For further details on what actions are supported and how to use them refer to Wiki Administration.

Duplicating a Document​

An entire Runbook, including the wiki document page, automation models (main/abort, decision tree) can be renamed, moved, or copied. To do so, you can use several options:

  • Navigate to Wiki Admin page and select Copy option from the File drop-down menu.
  • Navigate to All Automations or My Automations page, select the wiki that you  want to copy and select the Copy button or Move/Rename.
    If there is an already existing Runbook with the same name in the same namespace you can choose the Overwrite option. It overwrites the existing Runbook.
    If you want to perform a bulk change to move several Wikis, select the required with CTRL and click on Move/Rename button. In this case, you are prompted to provide the new namespace where the wikis need to be moved.
  • Open the Page in Automation Designer tool, navigate to File drop-down menu of the Designer tool and select Copy option.
  • Open the Page in Automation Designer tool, click on the Edit button, navigate to File drop-down menu of the Designer tool and select Save As option.

Copying Only the Automation Model​

  1. To copy only the automation model, not the entire Runbook with its wiki page, go to the Automation Designer tool and enter edit mode.
  2. Switch to the Automation tab and select the desired model tab - Main model or Abort model.
  3. Click the File drop-down button and select the XML option
  4. The underlying XML representing the model is displayed in a new browser tab
  5. Copy the XML to the clipboard
  6. Navigate to the new model XML tab
  7. Paste in the original model XML
  8. Click on Save or select Save from the File drop-down menu or press Ctrl + S.

Comparing the Main Model and Abort Model of the Automation​

To see side by side XML comparison of different model versions of the automation, refer to Version Control Feature documentation.

Deleting a Document​

To completely delete a wiki along with its contents, ensure the delete of each individual document. Wiki Admin page provides a full list of all wikis and their belonging Decision Trees to users with administrative permissions. To delete or undelete content from Wiki Admin page click on File drop-down menu as presented in Figure 91. To delete multiple Wikis at once press CTRL and select all necessary content from the list, then click on Delete or Purge. 

  • Delete removes the document object, but its data is kept in the database in case it is necessary to restore the document in the future. This option insures against accidental deletion. Content that is deleted is easily recognized by the flag in D column. D stands for "Deleted". If you selected multiple wikis (using CTRL+ left click) and there is at least one of them that is not marked as "Deleted", the Delete option is active and available. It becomes inactive only in case all wikis are "Deleted".
  • Undelete returns the data to the previous state, including all the Wiki's of the namespace. If you selected multiple wikis (using CTRL+ left click) and there is at least one of them marked as "Deleted", the Undelete option is active and available. It becomes inactive only in case all wikis are not "Deleted".
  • Purge removes document with all associated data from Resolve Actions Pro memory. It cannot be undone.

For further details on how to delete documents refer to Wiki Admin guidelines.

All Automations page has the same capabilities and is accessible to a broader group of users, such as the resolve_dev role. To delete content from All Automations or My Automations page click on Delete (for temporary deletion) or Purge button (for permanent deletion). To restore wikis marked as "deleted" use the Undelete button, which is active only for such content. To delete multiple Wikis at once press CTRL and select all necessary content from the list, then click on Delete or Purge.