Administration and Settings Overview

Within the Playbook Designer, you can perform several administrative actions, including cloning, deleting, and exporting a Playbook; importing a new version of a Playbook; resetting the logging level for a Playbook; and sharing a Playbook via a Sharing Server. You can also access a list of keyboard and mousewheel shortcuts that you can use when designing a Playbook.

In addition, you can modify a Playbook’s settings while it is open in the Playbook Designer. Options include selecting a user account from which the Playbook will execute, setting a Playbook’s log level, selecting the default server on which the Playbook will execute, setting a Playbook’s priority, configuring return on investment (ROI) information, and enabling failure notifications for Playbooks that fail to execute.

The vertical ellipsis and Settings menus at the top right of the Playbook Designer provide the administration and settings options for the Playbook (Figure 1).

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