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CloudAware Applications support auto-attachment processes that enable automatic attachment of objects to Cloudaware applications and improve asset management.

Description

Cloudaware application auto-attachment rules are based on Salesforce Workflow Rule functionality. A workflow rule is like an IF/THEN statement. IF part of the statement is called criteria, THEN part of the statement is called actions. For example, the simplest of workflows will check for a specific value on an object and then update the 'Application Tier Client Name' field with a particular value. The value should be set to the application tier's name.

Note that 'Application Tier Client Name' consists of 2 parts: Application name and Application Tier name for example: AWS - Production (see the example below).

Cloudaware application auto-attachment rules are based on Salesforce Flow functionality.

Flows are a powerful declarative tool used for process automation. Cloudaware application attachment flows update the Application Tier Client Name field on an attachable resource (AWS EC2, RDS, Azure VM, etc.).

The value of the Application Tier Client Name then determines which Cloudaware Application and Application Tier a resource will be attached to. It uses the following format'<Cloudaware_Application_Name> - <Application_Tier'.

Creating an Auto-Attachment Flow

  1. From your Cloudaware account open a main menu under your username.

2. Go to Setup → Process Automation → Flows → New Flow.

3. Choose the Record-Triggered Flow option for your new flow, and click Create.

4. Select an Object you would like to set up an attachment rule for and set the trigger to 'A record is created or updated'.

5. Specify an entry condition. In this case, we will be creating attachment logic based on 'Application' and 'Environment' AWS tags values. Both fields should NOT be equal to an empty string.

Create Auto-Attachment Workflow Rule

1. From your Cloudaware account open a main menu under your username.

2. Go to Setup → Workflow & Approvals → Workflow Rules → New Rule.

3. Select the object to which this workflow rule applies. e.g. AWS EC2 Instance. Click Next.

4. Add Rule Name (1), set Evaluation Criteria(2) and Rule Criteria(3) to trigger your workflow rule. Add Filter Logic if necessary.

Click Save & Next.

4. Add Workflow Action → New Field Update.

5. Give this workflow acton a name. Select AWS EC2 Instance: Application Tier Client Name as a field to update.

6. Select a radio button Use a formula to set the new value. Enter the formula "Application Name" & " - " & "Application Tier Name". Click Save.

7. Review the workflow rule details. Click Done.

6. Click Activate to activate your workflow.

Objects will be automatically attached to the appropriate application within 1 hour.

Attachment Logic Examples

  • if Name starts with prod, set Tier Name to "The Application - The Tier"

  • if tag:Customer equals CustomerA, set Tier Name to "The Customer App - The Tier"

  • if tag:Application is not empty and tag:Tier is not empty, set Tier Name to tag:Application+" - "+tag:Tier

Customers can create even more complicated auto-attachment rules combining workflow rules with formula fields or even updating them via API from an external system. Almost any complex object classification logic is possible using workflows and formulas.

Object Re-Attachment After Application Tier Client Name Change

If the Application Tier Client Name is changed, objects will be re-attached in 1 hour. However, delays are possible if a customer doesn't log in to their Cloudaware account for some time.

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