Manage Bots

To view Bot details, history, and audit information:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click the Bot’s Name.

Use the tabs to investigate the Bot’s JSON format, scheduled events, audit logs, action history, and configuration details.

To view Bot versions:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Version History.

You can click Activate to change the active version of the Bot or click Download JSON to share a version.

You can change superficial Bot information, like name, description, or category, at any time.

To update Bot information:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Update Information.
4. Update information as necessary.
5. Click Save.

You can change a Bot’s configurations using the reconfiguration workflow. You can also unlock a Bot from an Insight. If you reconfigure a Bot, any currently active events will be deleted.

To reconfigure a Bot:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Reconfigure.
4. Optionally, if the Bot was created from an Insight, click Unlock to break the association. However, the Bot will not be updated if the associated Insight (or any Exemptions) are updated.
5. For Bot Details:
   1. Optionally, update the Bot Name, Category, Severity, or Description.
   2. Click Next.
6. For Scope:
   1. Change the scope as necessary. If the Bot was created from an Insight, you cannot change the resource type scope.
   2. Click Next.
7. For Query Filters:
   1. Change or reorder the Query Filters as necessary. If the Bot was created from an Insight, you cannot change or reorder the Query Filters.
   2. Click Next.
8. For Actions:
   1. Change or reorder the actions as necessary.
   2. Click Next.
9. For Run Options:
   1. Update the run options as necessary.
10. Click Save.

There are two states for a Bot: Active or Paused. You can also archive a Bot, but the Bot will no longer be accessible.

To change a single Bot’s status:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…).
4. Select a status.

To change multiple Bots’ statuses:

1. Go to Automation > Bot Factory > Listing.
2. Select the checkbox next as many Bots as necessary.
3. Select a status.

Templates can be used to recreate or tune a Bot to fit a different use case. You can create a template from a Bot with or without modifications.

To create a template from a Bot (no modifications):

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Save As Template.

The template is added to the Templates tab. See Explore your Bot Templates for details.

To create a template from a Bot (with modifications):

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Copy.
4. Optionally, if the Bot was created from an Insight, click Unlock to break the association. However, the Bot will not be updated if the associated Insight (or any Exemptions) are updated.
5. For Bot Details:
   1. Optionally, update the Bot Name, Category, Severity, or Description.
   2. Click Next.
6. For Scope:
   1. Change the scope as necessary. If the Bot was created from an Insight, you cannot change the resource type scope.
   2. Click Next.
7. For Query Filters:
   1. Change or reorder the Query Filters as necessary. If the Bot was created from an Insight, you cannot change or reorder the Query Filters.
   2. Click Next.
8. For Actions:
   1. Change or reorder the actions as necessary.
   2. Click Next.
9. For Run Options:
   1. Update the run options as necessary.
10. Click Save.

After you create a Bot, it is paused by default. This could cause the Bot to miss a cloud account and resource harvesting cycle. You also may want to run a Bot on-demand for testing purposes. You can only trigger a harvest for a Bot or run a Bot on-demand if it is active.

To trigger a harvest for a Bot:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Trigger Harvest.
4. Select a Cloud Account.
5. Select a Resource Type.
6. Find a harvester with an upcoming harvest.
7. Click Action (…) > Enqueue. The harvester will run at the next available opportunity.

To run a Bot on-demand:

1. Go to Automation > Bot Factory > Listing.
2. Find a Bot.
3. Click Action (…) > Ondemand Scan.
4. Click OK.