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Bots

  • Updated

Bots are the objects you create and configure to automate data processes within Openprise. With bots, you can configure the frequency and start date/time of a set of data processes and let Openprise automate it without human intervention. The actions available for bots include:

  • purging data sources
  • importing data sources
  • purging jobs
  • running jobs
  • adding a wait step

Note: Bot times are set in UTC. 

To access Bots, navigate to Automation - Bots

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The main Bots page will show existing bots and allow you to add additional bots.

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The header of each bot tile contains details about the type of bot.

  1. API in the header indicates this is an API enabled Bot
  2. App Action in the header indicates this bot runs an app 
  3. A green header indicates the bot is automated and running on a schedule
  4. A blue header indicates the bot is NOT automated

Add a Bot

Select Add bot

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On the left side of the screen, configure the Bot

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  1. Bot name: Create a name for your bot 
  2. Toggle: Select the toggle to automate the bot on a schedule (green indicates the bot is on)
  3. Bot description: Set a description for your bot to provide more detail
  4. Bot Administrators: Select the users that have edit rights to this bot
  5. Labels: Select labels for the bot
  6. Bot execution type: Options are: Scheduled bot run (execute at scheduled times only), Scheduled bot run (execute at scheduled times except missed runs execute immediately), Continuous bot run 
  7. Start at: Set the date and time for the bot start run (Time is UTC)
  8. Repeat every: Set the schedule (options are minutes, hours, days, weeks, months, quarters, years)
  9. Bot execution failure options: Options are: ignore failure and execute or stop execution and cancel recurrence
  10. Email bot administrators: Check this box to notify administrators via email (defined in the bot administrators sections) of bot failures

Bot action steps

On the right hand side of the screen, set up your bot steps

bot_steps.jpg

  1. Order: Type a number to order each step (can be set to run parallel or sequentially)
  2. Object Type: Options are: Data Source, Job or Sleep (pause between steps)
  3. Object: Select the specific data source or job for each step
  4. Action: Select the action for each object type
    1. Data Source: Options are: Import, Purge, Purge with filter, Re-sync full re-sync (available for Salesforce and Marketo), Re-sync Deleted record detection only (available for Salesforce and Marketo)
    2. Job:  Options are: Run, Purge
  5. Config: Select the plus symbol to add another step to the bot
  6. Save/Cancel: Click Save to save your steps to the bot or cancel to exit out of the bot

 

Bot Tile - Options

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  1. Select the API option to make this an API enabled bot
  2. Select the pencil Icon to edit the configuration of the bot
  3. Select to Run the bot
  4. Select to Run the bot from a given steprun_bot_from_given_step.jpg
  5. Delete Bot
  6. Cancel Recurrence
  7. View Run Report

**Hover over each option to see what each does (image below shows a hover over the trash can icon)

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