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Pipelines Approval Gate Configuration
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Prerequisites - In order to configure approval gate step for Slack, MS Teams, Jira, Service Now, or Google Chat, ensure you have created a respective tool in Tool Registry with a valid connection. You must also configure a notification to the approval gate step. |
Teams Tool Setup
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In Tool Registry, create a new tool using ‘Teams’ as Tool Identifier.
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In the newly created tool, navigate to the Connections tab.
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In Teams Webhook URL paste your webhook URL from the selected Team’s portal.
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Approval Gate Step Configuration
To add Approval Gate step, add a new pipeline step in the pipeline Workflow. Select Approval Gate from the Tool drop-down. Click Save and close the step.
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2. Click on the gear icon to open
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Step Configurations and add a Custom Step Message and Point of Contact.
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3. Click Save then proceed to
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Select the type of notification the user will receive. Choose from Slack Teams, Jira, ServiceNow, or Email Notifications. Once the notification type is selected you can select a Notification Level and configured Tool.
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Notification Level - Select when you would like to receive approval.
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Teams Tool - Select the configured teams tool where approval will be sent.
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Click the ‘Save’ button.
Approval Gate Process in Pipeline
Once the above Approval Gate step has been set up properly, and the pipeline begins running, the configured Teams tool will receive a notification once the Approval Gate pipeline step is reached.
User will receive a notification in Teams UI and has the option to ‘Approve’ or ‘Reject’ either here or within the Opsera portal.
Teams approval:
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Approval through the Opsera Platform
Click Approve button.
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Add any comments, enable the Approved toggle, and click Approve button.
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You will then receive an Approval Status message verifying that the approval has been received. The pipeline will continue to run.
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Prerequisite - In order to configure notifications for Slack, MS Teams, Jira, Service Now, or Google Chat, ensure you have created a respective tool in Tool Registry with a valid connection. |
Pipeline Notifications Configuration.
Pipelines Notification Configuration
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Click Email from the left hand panel to configure Email Notifications.
Enable the Email Notifications toggle.
Provide the following values:
Email Address - Enter the email address where you would like to receive notifications. Once the email is entered, click +Add Email Address. You can select up to five Email Addresses.
Notification Level - Select the scenario which you want to be notified from the drop-down. Choose from Step Completed, On Error, or All Activity.
Click Save. The Email Notification is now configured. Notifications will now be sent to the email(s) provided when the selected conditions are met.
Service Now
Google Chat
Approval Gate Process in Pipeline
Once the above Approval Gate step and pipeline notification has been properly configured and the running pipeline reaches the step, the configured Teams tool will receive a notification.
User will receive a notification via the selected Microsoft Teams channel. Approve or Reject either within the channel UI or within the Opsera portal.
Teams Approval
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Approval through the Opsera Platform
Click Approve button.
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Add any comments, enable the Approved toggle, and click Approve button.
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You will then receive an Approval Status message verifying that the approval has been received. The pipeline will continue to run.
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