Managing a credentials definition from the UI

This topic shows how to manage credentials definition.

About this task

The purpose of the following scenario is to create credentials for an existing task template.

Alfred works in the IT department, and he is authorized to perform different operations. John, a colleague, is an HCL Universal Orchestrator user, and Alfred has asked him to create some task templates that can automatically perform some of Alfred's activity in the form of REST API calls. To simplify the creation or the editing of task templates, John decides to create credentials related to Alfred. In this way, John can create valid task templates definitions without knowing Alfred's password.

You can find the steps that John follows to create the credentials with a user name Alfred and how John can use these credentials on an existing task template. For information about creating task templates, see Creating and referencing a task template from the UI.

Procedure

  1. Create the credentials:
    1. In the Graphical Designer page, from the Assets tab, click Add new.
    2. From the drop-down menu, select Credentials.
    3. In General information, in Username, type Alfred.
    4. In Secret, enter the password.
    5. Click Add.
  2. Add the user to an existing task template definition that performs REST API calls:
    1. In the Graphical Designer page, select the Assets tab.
    2. In the search bar, type the name of the existing task template of type RESTful Web services named API_task.
    3. Click on the overflow menu and select Edit. A property panel appears on the right side of the page.
    4. Go to the Credentials section, then enter the user name Alfred that you previously created.
    5. In Password, select the User checkbox.
  3. Save.

Results

You created the credentials for a user and referenced these credentials on an existing task template.