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	<title>Platform Management | XOAP Docs</title>
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	<description>Platform for IT infrastructure and workplace automation</description>
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	<title>Platform Management | XOAP Docs</title>
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	<item>
		<title>About Platform Management</title>
		<link>https://xoap.io/docs/platformxo-about/</link>
					<comments>https://xoap.io/docs/platformxo-about/#respond</comments>
		
		<dc:creator><![CDATA[Stella]]></dc:creator>
		<pubDate>Thu, 16 May 2024 08:32:12 +0000</pubDate>
				<guid isPermaLink="false">https://xoap.io/?post_type=docs&#038;p=11981</guid>

					<description><![CDATA[<p>This serves as an introduction to Platform Management, outlining its purpose, advantages and important features. Platform Management is the newest member of the XOAP universe. It enables you to run automation scripts against several cloud platforms. The first feature called Scripted Actions supports automation scripts based on PowerShell. Key features Use cases Some of the [&#8230;]</p>
<p>The post <a href="https://xoap.io/docs/platformxo-about/">About Platform Management</a> appeared first on <a href="https://xoap.io">XOAP</a>.</p>
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<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p><em>This serves as an introduction to Platform Management, outlining its purpose, advantages and important features.</em></p>
</blockquote>



<p><a href="https://xoap.io/platformXO/">Platform Management </a>is the newest member of the XOAP universe. It enables you to run automation scripts against several cloud platforms. The first feature called <strong>Scripted Actions</strong> supports automation scripts based on PowerShell.</p>



<h2 class="wp-block-heading">Key features</h2>



<ul class="wp-block-list">
<li>Run PowerShell-based automation scripts</li>



<li>Connect transparently to your cloud accounts and subscriptions in Azure or AWS</li>



<li>Trigger Scripted Actions through our API and based on 3rd party integrations</li>



<li>Available templates on GitHub</li>
</ul>



<h2 class="wp-block-heading">Use cases </h2>



<p>Some of the use cases of Platform Management:</p>



<ul class="wp-block-list">
<li>Create virtual machines in Azure or AWS</li>



<li>Deploy new accounts inside your AWS Organization</li>



<li>Adjust virtual networks or deploy new security groups</li>



<li>Deploy complete environments like Azure Virtual Desktops</li>



<li>Adjust the number of running hosts based on metrics from 3rd party solutions and trigger the Scripted Action via API</li>
</ul>



<h2 class="wp-block-heading">Top benefits</h2>



<ul class="wp-block-list">
<li>Centralized management of all deployment scripts</li>



<li>Create automation scripts that can be rerun, reused and adjusted by non-technical staff</li>



<li>Define centralized parameters and tags to standardize script deployments based on already existing information</li>



<li>Create an automation script – XOAP handles the rest (from connecting to your cloud provider, inserting the parameters and running the script). Forget about pipelines and other things; just focus on the outcome.</li>
</ul>



<h2 class="wp-block-heading">How to use Platform Management?</h2>



<p>Check out our simple <a href="https://xoap.io/guide-to-scripted-actions/">Scripted Actions guide</a>.</p>



<h2 class="wp-block-heading">Supported environments</h2>



<p>Currently, the Platform Management module can be used with AWS and Azure.</p>



<h2 class="wp-block-heading">Supported script languages</h2>



<p>At the moment, we support Microsoft PowerShell.</p>



<h2 class="wp-block-heading">Supported modules, CLIs and integrations</h2>



<p>Currently, the following modules and CLIs are supported within the runtime environment:</p>



<ul class="wp-block-list">
<li>Azure PowerShell</li>



<li>Azure CLI</li>



<li>AWS CLI</li>



<li>Git</li>
</ul>



<p>Besides that, feel free to include the necessary modules in your automation scripts.</p>



<h2 class="wp-block-heading">Coming soon</h2>



<ul class="wp-block-list">
<li>Azure ARM support</li>



<li>Microsoft Bicep-based infrastructure-as-code deployments</li>



<li>Scheduled runs of Scripted Actions</li>



<li>Google Cloud support with Google CLI</li>
</ul>
<p>The post <a href="https://xoap.io/docs/platformxo-about/">About Platform Management</a> appeared first on <a href="https://xoap.io">XOAP</a>.</p>
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			</item>
		<item>
		<title>Prerequisites</title>
		<link>https://xoap.io/docs/platformxo-prerequisites/</link>
					<comments>https://xoap.io/docs/platformxo-prerequisites/#respond</comments>
		
		<dc:creator><![CDATA[Stella]]></dc:creator>
		<pubDate>Mon, 25 Nov 2024 09:55:20 +0000</pubDate>
				<guid isPermaLink="false">https://xoap.io/?post_type=docs&#038;p=16827</guid>

					<description><![CDATA[<p>Platform Management There are no deployed agents required to use Platform Management — the logic runs directly on XOAP’s cloud runners or through your established infrastructure connections. Within the Scripted Actions library, you can already find a selection of: This means you can start automating immediately using existing templates. Supported formats Platform Management supports standard [&#8230;]</p>
<p>The post <a href="https://xoap.io/docs/platformxo-prerequisites/">Prerequisites</a> appeared first on <a href="https://xoap.io">XOAP</a>.</p>
]]></description>
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<div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-08f878cd wp-block-group-is-layout-flex">
<h2 class="wp-block-heading" id="aws" style="font-size:38px">Platform Management</h2>



<p>There are no deployed agents required to use Platform Management — the logic runs directly on XOAP’s <strong>cloud runners</strong> or through your <strong>established infrastructure </strong>connections.</p>



<p>Within the Scripted Actions library, you can already find a selection of:</p>



<ul class="wp-block-list">
<li>Template scripts: pre-built scripts for common tasks (like AVD management or Azure automation)</li>



<li>Resources: a library where your custom scripts are stored</li>
</ul>



<p>This means you can start automating immediately using existing templates.</p>



<h3 class="wp-block-heading" style="font-size:28px">Supported formats</h3>



<p>Platform Management supports standard <strong>PowerShell (.ps1)</strong>, <strong>Azure CLI</strong>, <strong>Google CLI </strong>and <strong>AWS CLI </strong>scripts. The only prerequisite for using your own automation is that the script file must be uploaded to the <strong>Resources</strong> area or imported directly during action creation.</p>



<h3 class="wp-block-heading" style="font-size:28px">Establishing connections</h3>



<p>To execute any script, the platform requires <strong>a valid Connection</strong> to your infrastructure. It is recommended setting up your Connections to cloud providers (Azure, AWS, Google) or on-premises systems (VMware, Nutanix) before creating complex workflows.</p>



<p>You can easily set this up from your XOAP workspace:</p>



<ul class="wp-block-list">
<li>Navigate to <strong>Connections</strong> (in the main menu)</li>



<li>Click <strong>+ New connection</strong></li>



<li>Select your <strong>provider</strong> (Azure, AWS, Google, or other) and follow the authentication prompts</li>
</ul>



<p id="aws"><strong>Note:</strong> The Scripted Action wizard also allows you to add a new connection during the <strong>Target</strong> selection step.</p>
</div>
<p>The post <a href="https://xoap.io/docs/platformxo-prerequisites/">Prerequisites</a> appeared first on <a href="https://xoap.io">XOAP</a>.</p>
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			</item>
		<item>
		<title>Scripted Actions</title>
		<link>https://xoap.io/docs/platformxo-scripted-actions/</link>
					<comments>https://xoap.io/docs/platformxo-scripted-actions/#respond</comments>
		
		<dc:creator><![CDATA[Stella]]></dc:creator>
		<pubDate>Wed, 12 Jun 2024 14:55:51 +0000</pubDate>
				<guid isPermaLink="false">https://xoap.io/?post_type=docs&#038;p=13164</guid>

					<description><![CDATA[<p>Quick guide A Scripted Action in XOAP runs a predefined script (e.g. PowerShell) via Azure, AWS, or Google Cloud connections. It can be triggered manually or scheduled, and it can be linked to multiple connections. Create a new Scripted Action Edit Scripted Actions Delete a Scripted Action Additional useful information Dashboard overview: The main dashboard [&#8230;]</p>
<p>The post <a href="https://xoap.io/docs/platformxo-scripted-actions/">Scripted Actions</a> appeared first on <a href="https://xoap.io">XOAP</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<div class="wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-08f878cd wp-block-group-is-layout-flex">
<h2 class="wp-block-heading" style="font-size:38px">Quick guide</h2>



<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p>A Scripted Action in XOAP runs a predefined script (e.g. PowerShell) via Azure, AWS, or Google Cloud connections. It can be triggered manually or scheduled, and it can be linked to multiple connections.</p>
</blockquote>



<h3 class="wp-block-heading" style="font-size:28px">Create a new Scripted Action</h3>



<ol class="wp-block-list">
<li>Click <strong>+ New Scripted Action</strong> to start the 4-step wizard.</li>



<li><strong>Scripted Action details:</strong> Enter the <strong>Name</strong>, select a script from <strong>Resources</strong>, or drag and drop a new script to upload it. Add <strong>Tags</strong> or a <strong>Description</strong> if needed.</li>



<li><strong>Edit Parameters:</strong> Review or edit script parameters (if applicable) and click <strong>Next</strong>.</li>



<li><strong>Connections:</strong> Select an existing connection from the list or click <strong>+ Add connection</strong> to create a new one (Azure, AWS, etc.).</li>



<li><strong>Define schedule: </strong>Define a schedule if you want the script to run automatically (optional).</li>



<li>Click <strong>Finish</strong> to complete the setup.</li>
</ol>



<h3 class="wp-block-heading" style="font-size:28px">Edit Scripted Actions</h3>



<ol class="wp-block-list">
<li>Click the <strong>Action menu (⋮)</strong> and select <strong>Details</strong>.</li>



<li>In the Scripted Action details page, you can change the script itself, parameters, script version, connections, and schedules.</li>



<li>After making changes, click <strong>Save</strong>.</li>
</ol>



<h3 class="wp-block-heading" style="font-size:28px">Delete a Scripted Action</h3>



<ol class="wp-block-list">
<li>Click the <strong>Action menu (⋮)</strong> and select <strong>Delete</strong>.</li>



<li>Confirm the deletion.</li>
</ol>



<h3 class="wp-block-heading" style="font-size:28px">Additional useful information</h3>



<h4 class="wp-block-heading" style="font-size:21px">Dashboard overview:</h4>



<p>The main dashboard provides an overview of <strong>Run status</strong>, <strong>Version</strong>, <strong>Last run</strong>, and <strong>Resource name</strong>.</p>



<h4 class="wp-block-heading" style="font-size:21px">Tabs: </h4>



<p>Use the tabs to switch between <strong>Scripted Actions</strong>, <strong>Active runs</strong>, <strong>Past runs</strong>, and the <strong>Activity log</strong>.</p>



<h4 class="wp-block-heading" style="font-size:21px">Script saving:</h4>



<p>Scripts uploaded during Step 1 are automatically saved to <strong>Resources</strong> for future use. They get an initial version 0.0.1.</p>



<h4 class="wp-block-heading" style="font-size:21px">Script deletion keeps Resource:</h4>



<p>Deleting a Scripted Action does not delete the uploaded Resource.</p>



<h2 class="wp-block-heading" style="font-size:38px">Technical documentation</h2>



<p>A Scripted Action in the XOAP platform is an automation step that runs a predefined script (e.g., PowerShell) on a target system to perform tasks like configuration, remediation, or software deployment.</p>



<p>The script can be uploaded during Scripted Action creation or pre-uploaded to the Resource area, and the Scripted Action can be executed only via cloud connections (Azure, AWS, and Google Cloud), triggered manually or scheduled via the Scheduler, and linked to multiple connections.</p>



<p>Here are common use cases for XOAP Scripted Actions:</p>



<ul class="wp-block-list">
<li><strong>Provisioning &amp; bootstraping VMs</strong> – Install/prepare required agents and tools, set basic OS prerequisites, initialize disks, hostname, time sync.</li>



<li><strong>Network configuration &amp; validation</strong> – Configure DNS/proxy/VPN, open required firewall ports, validate connectivity to internal endpoints and cloud services.</li>



<li><strong>Cloud metadata &amp; tagging</strong> – Apply/update tags/labels, write instance metadata, align naming conventions for cost allocation and governance.</li>



<li><strong>Security baseline actions</strong> – Deploy certificates, harden access (local admin rules), configure security tooling prerequisites (EDR/log forwarders).</li>



<li><strong>Diagnostics &amp; operational checks</strong> – Collect system/cloud logs, run health checks (disk/CPU/services), export troubleshooting bundles for support.</li>
</ul>



<p>A Scripted Action in XOAP is executed as a queued job: a script-runner downloads the script from the XOAP Resource area and runs it with <strong>PowerShell </strong><strong>Core </strong><strong>7</strong><strong>.x.x</strong>. XOAP passes the defined parameters, authenticates via the selected cloud connection (Azure/AWS/Google Cloud), and records the output/transcript and final execution status with the total runtime.</p>



<p>You can view all logs from the latest run by clicking the <strong>Run status</strong> pill for the Scripted Action. In the <strong>Past Runs</strong> tab, you can view the Scripted Action’s previous runs.</p>



<p>All runs for a specific Scripted Action are available in the Scripted Action details, in the <strong>Past Runs</strong> table at the bottom of the details page.</p>



<p>To display parameters during Scripted Action creation or on the Scripted Action details page, the script must include a param block. An example param block is:</p>



<pre class="wp-block-code"><code>	&#91;CmdletBinding()]
	param(
	    &#91;Parameter(Mandatory = $true)]
	    &#91;string]$ResourceGroupName,
	
	    &#91;Parameter(Mandatory = $true)]
	    &#91;string]$Location,
	
	    &#91;Parameter(Mandatory = $false)]
	    &#91;string]$VmName = "VM01",
	
	    &#91;Parameter(Mandatory = $false)]
	    &#91;int]$OpenPort = 3389
	)</code></pre>



<p>When writing scripts for <strong>XOAP Scripted Actions</strong>, the goal is to make them safe to run repeatedly, easy to maintain, and easy to troubleshoot across multiple cloud connections.</p>



<p>The following best practices help you build scripts that scale well in enterprise environments:</p>



<p><strong>Design for reusability:</strong> keep scripts parameter-driven (clear param() block with defaults/validation), avoid hard-coded values, and structure logic into small functions so the same script can be reused across multiple connections and environments.<br><strong>Versioning:</strong> treat scripts as release artifacts—use semantic versioning in the filename or header, keep a changelog, and ensure scripts are backward-compatible where possible (or clearly document breaking changes).</p>



<p><strong>Logging:</strong> write consistent, readable output using Write-Information/Verbose/Warning/Error (and enable -Verbose support), include key context (connection/environment, target names, correlation/run IDs), and fail fast with meaningful error messages and exit codes.</p>



<p><strong>Reporting:</strong> output a short end-of-run summary (what was changed/created, where, and the result), and when possible emit a structured result (e.g., JSON) so XOAP logs can be parsed and used for dashboards, auditing, or troubleshooting.</p>
</div>
<p>The post <a href="https://xoap.io/docs/platformxo-scripted-actions/">Scripted Actions</a> appeared first on <a href="https://xoap.io">XOAP</a>.</p>
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