Copying an Automation Plan

You can create an Automation Plan by coping an existing Automation Plan. You can then edit the data in the Automation Plan that you copied.

Before you begin

You must log on to the BigFix console as a master operator or a console operator. You must have Custom Content permissions to copy an Automation Plan.

About this task

When you create an Automation Plan by copying an existing Automation Plan, all of the data in the original Automation Plan is copied into the new Automation Plan. You can change the data in the new Automation Plan by using the Automation Plan Editor in the Automation Plans dashboard. The new Automation Plan can have the same name as the original Automation Plan. A unique ID is assigned to the new Automation Plan.

Important: You need Custom Content permissions to copy an Automation Plan. If you do not have Custom Content permissions, Copy is disabled.
Note: When you copy an Automation Plan, the list of available Automation Plans in the Automation Plans dashboard is automatically refreshed. To manually refresh the list of available Automation Plans, you must click the Refresh icon in the dashboard.

Complete the following steps to copy an Automation Plan. For information about editing an Automation Plan, see Editing an Automation Plan.

Procedure

  1. Open the Server Automation domain.
  2. From the navigation tree in the Domain Panel, click Automation Plans. The Automation Plans dashboard is opened. A list of available Automation Plans is displayed in the dashboard. To sort the list, click any column title. To filter all columns in the list, use the filter field.
  3. Select an Automation Plan from the list. The plan pane displays the selected Automation Plan data as read-only.
  4. Click Copy to copy the selected Automation Plan. A copy of the selected Automation Plan data is displayed in the plan pane as editable fields.
  5. Click Save to save the changes to the new Automation Plan.

Results

You created an Automation Plan. The list of available Automation Plans in the Automation Plans dashboard is refreshed to display the new Automation Plan. You can run, edit, copy, or delete this Automation Plan.