Chapter 4. Viewing and managing your remediation plans

1. Navigate to Operations > Advisor > Recommendations to view the status of a remediation plan.

2. In the table, use the search and filtering options to find the recommendation you want to add.

   Important

   The recommendation must have a Resolution type of Playbook. You cannot create a remediation plan if the Resolution type is Manual.

3. Click the recommendation name.
4. Select at least one impacted system to remediate, and click Plan remediation.
5. Select the option to Add to existing playbook, and then select the remediation plan name from the list presented. Click Next.
6. Review the systems in the plan, and if applicable, clear the checkbox next to any systems that you do not want to include.
7. Click Next.
8. Review the remedial actions of your plan and adjust if necessary. When you are satisfied, click Next.

9. On the final Remediation review pane, review the summary of your remediation plan, and click Back to make changes, if needed.

   Note

   The Auto-reboot button is enabled if any of the recommended actions to remediate require a system reboot to take effect. If you prefer to reboot manually after the plan has been executed, toggle the Auto-reboot button accordingly.

10. Click Submit.

Verification steps

1. Navigate to Automation Toolkit > Remediation Plans.
2. Search for the remediation plan you just created, and click the name to open the details.
3. Click Actions to view the remedial actions included in the plan. The recommendations that you just added are listed.

Procedure

1. Navigate to Automation Toolkit > Remediation Plans. The remediation plans for your organization are displayed.
2. Find the remediation plan that you want to change.
3. Click the name of the remediation plan to display the details of the plan.
4. Navigate to the Actions tab.

5. In the table, do one of the following:

   • Select the checkbox next to the actions that you want to remove, and click the Remove button at the top of the table.
   • Find a single action to remove, go to the end of the corresponding row, and click the More options icon and click Remove.
6. When prompted, click Remove.

1. Navigate to Operations > Advisor > Recommendations.
2. Use the search and filtering options to find the recommendation in the existing plan.
3. Click the recommendation name.
4. Select the systems you want to add to the plan, and then click Plan remediation.
5. Select the option to Add to existing playbook, and then select the existing remediation plan name from the list presented. Click Next.
6. Review the systems in the plan, and if applicable, clear the checkbox next to any systems that you do not want to include. Click Next.
7. Review the remedial actions of your plan and adjust if necessary, as outlined in the section titled Creating a remediation plan to remediate an advisor service recommendation. Click Next.

8. On the final Remediation review pane, review the summary of your remediation plan and use the back button to make changes if required.

   Note

   The Auto-reboot button is enabled if any of the recommended actions to remediate require a system reboot to take effect. If you prefer to reboot manually after the plan has been executed, toggle the Auto-reboot button accordingly.

9. Click Submit.

Verification steps

1. Navigate to Automation Toolkit > Remediation Plans.
2. Search for your remediation plan in the table, and click the name to open the remediation plan.
3. Click Systems to view a list of the systems included in the plan. The systems you added should be listed.

1. Navigate to Automation Toolkit > Remediation Plans.
2. Find the remediation plan that you want to remove a system from.
3. Click the name to open the details of the remediation plan.
4. Navigate to the Systems tab.

5. In the table, complete one of the following steps:

   • Select the checkbox next to the systems that you want to remove, and click the Remove button above the table.
   • Find a single system to remove, go to the end of the corresponding row, and click More options > Remove.
6. When prompted, click Remove.