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.

Operations and Infrastructure
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.

Configuring Ingress for Automation With a Safelist CIDR IP

Flexera One Automation is a powerful capability that allows integration with public and internal APIs for recommendations, governance, and reporting. In some cases, our Automation system needs to access systems that restrict access by IP address, such as firewalls or SaaS (software as a service) solutions with high security needs. See the Source IP Address Filtering subsection of the Safelist URLs and Endpoints Help page for a list of the CIDR IP ranges used by our Automation capability, so that external systems can be configured to allow our systems access to the necessary details using a trusted IP addresses range.

Automation Help Topics

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

Automation Help Topics



About Flexera Policies

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

Lists the pre-built Flexera policies.

Automation User Interface Overview

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 Automation Catalog

Describes the following Automation Catalog features:

Browsing the Catalog
Applying Policies From the Catalog
Publishing Custom Policies to the Catalog
Removing Policies From the Catalog.

Applying Policies

Describes the following features for applying policies:

Common Policy Configuration Options
Selecting Credentials
Policy-Specific Configuration Options
Evaluating Policies for Your Environment.

Automation Administration

Describes the following Automation administration features:

Managing User Access
Configuring Flexera One API Credentials to Use SaaS Management Policies
Managing Credentials for Policy Access to External Systems.

Automation Frequently Asked Questions

Groups the Automation Frequently Asked Questions (FAQs) by:

General Questions
Credentials FAQs
Custom Policies FAQs
Catalog FAQs
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.

Automation API Capabilities

Provides a list of the Automation APIs for policy credential management and automation.