Getting Started with Automation

Flexera One Automation uses policies to automate governance across your multi-cloud environment to increase agility and efficiency while managing security and risk in your organization. The capability is purpose built to leverage an intelligent policy engine that lets you enforce rules and best practices to help you achieve your business outcomes like saving time, cost reduction, increasing utilization, and rightsizing your cloud environment.

Note:At this time, Automation documentation is limited to the following policy categories. For a detailed list of policies, see List of Flexera Policies.

Cost
Security
Operations and Infrastructure
Compliance
SaaS Management

Automation Key Capabilities

Flexera One Automation provides:

Built-in Policies for Cost, Security, Operational, and Compliance use cases
Dry run policies that allow you to then configure them to take approved actions on any API backed cloud, service, and resource
The ability to automate policies across your entire cloud landscape (multiple accounts)
The option to maintain policy-as-code using the built-in policy template language to write your own policies
Enforcement rules on any cloud or any service with an API
Automation of your policies using the fully-featured Automation API and documentation.

Automation Help Topics

The table below provides navigation to the following Automation help topics.

Topic

Content

About Flexera Policies

This section introduces you to policy use cases, provides basic policy concepts, provides an overview of how to register policy credentials, and provides an overview of how to manage, apply, and update policies and handle incidents.

List of Flexera Policies

This section lists the pre-built Flexera policies by Cost Policies, Security Policies, Operational Policies, Compliance Policies, and SaaS Management Policies.

Automation User Interface Overview

This section describes the Flexera One Automation user interface. Some user interface pages are only accessible to users with a certain set of privileges based on their user role.

Managing and Using the Policy Catalog

The Policy Catalog is the container for all policies that policy managers can apply in your organization. This section describes Policy Catalog features including Browsing the Catalog, Applying Policies from the Catalog, Publishing Custom Policies to the Catalog, and Removing Policies from the Catalog.

Applying Policies

This section describes the features for applying policies in the Applied Policies page including Common Policy Configuration Options, Selecting Credentials, Policy-Specific Configuration Options, and Evaluating Policies for Your Environment.

Automation Administration

This section describes Automation administration features including Managing User Access, Configuring Flexera One API Credentials to Use SaaS Management Policies and Managing Credentials for Policy Access to External Systems.

Automation Frequently Asked Questions

This section provides answers to frequently asked questions (FAQs) regarding Flexera One Automation. The FAQs are grouped by General Questions, Credentials FAQs, Custom Policies FAQs, Catalog FAQs, and Troubleshooting FAQs.

Automation Reference Information

The following links to external documentation walk you through custom policy details and help you get started writing your own custom policy.

Create a Custom Policy - describes how to write your own custom policy.
Policy Authoring Walkthrough - provides a step-by-step guide on authoring every element of a policy.
Policy Template Language - describes the code used to create a custom policy and provides policy templates.
Policy Template Language Functions - describe the categories of functions used to compute values dynamically in a custom policy template.
Cloud Workflow Language - describes the language and processes used to manage entire applications running in the cloud.
Cloud Workflow Functions - describe the built-in operations that execute inside the Cloud Workflow engine using the Cloud Workflow Language.
Cloud Workflow Operators - describe the operators used to manipulate values and resource collections.