To simplify the process of creating automations, the system provides wizards that guide you through the process. Three types of wizards are available: Patch Clients for clients, Patch Servers for servers and Synch AD for synching the Active Directory, if used . By using a wizard, user get a sequence of questions and choices that you must select according to the requested automation. To start a wizard, click on one of the buttons in the menu:

The Patch Server wizard enables the setup of automations specifically for servers. Initially, you need to specify the devices that should be targeted by the automation.

Click on next, and you can set how severe the installed updates should be. Critical only, Important or higer or moderate or higher are available.

The next step in the Patch Server wizard is to choose whether to install only older updates or all updates. This is important because older updates may be more stable than newer ones. For instance, selecting to install updates older than a week could help avoid unstable or faulty updates. This is because any updates that may have caused issues in the last seven days are likely to have been identified and flagged by then, or tested on a test device.

As soon as the option is selected, it is adjustable how old the updates must be at least.

The next setting is whether to reboot the server after installing the updates. If rebooting is allowed, you will be prompted to reboot the server more than once, and if you click yes, you can specify how many times the server should be rebooted. If an update requires a reboot, it may happen that another update is found that also requires a reboot afterwards. Therefore, you can set the maximum number of times the server should reboot.

The last step of the setting asks when the patch should take place. You have the choice between no runtime, run once or run periodically.

The last page is a summary of all settings, as well as the option to give the automation a name.

Patch Client is a wizard that allows you to set up automations for the hardware. To do so, you must first enter the devices that are to be affected by the automation.

Then you must click next to set whether automatic Windows updates should be allowed or not.

If you choose "No", you can enter the date and time to install the updates. Additionally, you can set the severity level for the installed updates if a time is set. Furthermore, you have the option to choose between installing new updates or older ones to avoid unstable or buggy updates. Once the option is selected, you may adjust how old the updates should be at a minimum.

Regardless if you select "Yes" or “No”, the wizard automatically jumps to reboot.

Once all necessary details have been input for auto updates, the next step is to specify when and how frequently the device should be rebooted under the "Reboot" setting. Additionally, a message can be entered to warn the user working on the device prior to the reboot.

The following step is to input a message that will be displayed to the user when they are working on the impacted device, alerting them about the upcoming reboot.

The final page allows you to enter names for the newly created update and reboot automation, and review all the information entered thus far.

This wizard helps you synch your already established Active Directory with XEOX, by creating an automation to run on the needed server.

Select which AD types you want to synch with XEOX

Update CMDB allows the user to clarify, if they want to update existing entries in devices and also if new entries should be created for new AD user.

Decide between no runtime, run once and run periodically.

The last page is a summary of all the settings selected, to check over once more before creating the automation.