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SpecificationInformation on Stonebranch SaaS

Responsibility Layer

With Stonebranch SaaS:

  • Stonebranch fully manages all back-end resources.  SaaS customers have no access to the back-end servers, databases, or other resources.
  • All customer access occurs via the Controller GUI or API.  Customers are responsible for their agents, workload, bundle and promotion between environments, and user/group management.  This includes ensuring that secure passwords are used.

By contrast, customers that perform an on-premise Controller installation are responsible for every aspect of their environment.

Controller Time Zone

The default (best practice) time zone for Stonebranch SaaS is UTC (Coordinated Universal Time).  However, customers can decide which time zone that they want Stonebranch SaaS to use.

Note
titleNote

Triggers can be individually configured to use custom time zones independent of the back-end resources.


Authentication

For Stonebranch SaaS, customers must decide what login method they will use:

A customer requesting Single Sign-On must work with Stonebranch for implementation.:

  • Inform Stonebranch which identity provider they will use.
  • Provide Stonebranch with an IdP file.

Networking

Stonebranch SasS customers can only run workload on agents they connect to the Controller or via API.

Based on the customers networking requirements/restrictions, firewall modifications may need to be implemented to allow communication between the agents and the Stonebranch back end.  

One example of this is modifying an on-site firewall to allow outbound connections to an IP:PORT provided by Stonebranch.

There currently are two connectivity options:

  • Agents connecting to the Stonebranch SaaS Controller via TLS over the internet.
  • Site-to-site VPN between Stonebranch and customer data center.

If site-to-site VPN is requested, customers must work with Stonebranch for implementation by providing the following information:

  • Gateway vendor to be used (for example: Cisco, Palo Alto, SonicWALL, Check Point).
  • IP(s) used for their public-facing gateway.
  • Private subnet to be used (for example, 172.16.0.0/16).

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General InformationInformation about understanding and using Universal Controller. 
Logging InMethods of logging in to the Controller; restrictions and notifications; additional login information.
User InterfaceExplanation of the Controller user interface.
Problem Resolution - OperationsResolution for possible problems associated with Controller operations.
Error MessagesError messages related to problem resolutions for Controller operations.
TutorialsA guide through Universal Controller features.

Administration

AdministrationInformation about various administrative procedures for Universal Controller. 
LDAP SettingsProcedures for enabling the LDAP bridge, for both UNIX and Windows operating systems, via the user interface
Single Sign-On Settings

Information about enabling Web Browser Single Sign-On (SSO) through Security Assertion Markup Language 2.0 (SAML 2.0).

Password SettingsInformation on configuring settings for all user passwords.
Universal TemplatesInformation on creating and using Universal Templates on which Universal Tasks are based.

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ResourcesRecords that both define your Universal Automation Center system and that you set up to help facilitate operations.
Resources OverviewIdentifies all Controller Resources.
Agents OverviewIdentifies agents, running programs on one or more remote machines.:
Agent ClustersGroups of agents from which the Controller uses pre-defined parameters to select the most appropriate agent for a task.
ScriptsInformation on using scripts stored in the Controller database.
Email Templates

Information on how to construct information that can be copied to create Email tasks.

Email ConnectionsProvides email server information required for the Controller to send an email.
SAP Connections

Provides SAP server information required for running SAP tasks.

PeopleSoft Connections

Provides PeopleSoft server information required for running PeopleSoft tasks.

SNMP Managers

Information on how to generate SNMP Notifications.

Security

SecurityInformation about various aspects of Controller security.
Security OverviewProcedure for setting up Controller security.
Users and GroupsProcedures for creating users and User groups for the Controller.
Roles and Permissions

Assigning roles for user and group access to administrative functions within the Controller, and assigning permissions that control user and groups access to specific functions for specific types of Controller records.

Credentials

Information on the user ID and password under which an agent runs tasks on the machine where the Agent resides.

Business ServicesInformation on how to organize data into groups of related information.
AuditsDetailed records of all user interactions with the Controller.

Tasks and Workflows

Tasks and WorkflowsInformation about the tasks and workflows that run processes. 
Creating TasksInformation on the different tasks that execute processes on local or remote machines.
Creating Task ActionsActions that can defined for specific tasks.
Creating Task Virtual ResourcesDefining virtual resources for specific tasks.
Copying TasksInformation on copying tasks.
Setting Mutually Exclusive TasksSet a task to be mutually exclusive with one or more other tasks.
Creating Notes

Create a note for any Controller task or script.

Manually Running and Controlling TasksIssuing commands against running tasks.
Creating and Maintaining WorkflowsInformation on how to create and maintain workflows.
Monitoring Task and Workflow ActivityMethods of monitoring tasks and workflows progress.
IntegrationsInformation on creating Universal Tasks based on Universal Templates

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   The information on these pages also is located in the Stonebranch SaaS.pdf.