File management#
Overview#
The data/File model is associated with files and file management, for example, to
manage Music On Hold (MOH) files, or SSO-related files, such as certificates.
For more information on models and Help, see Conventions Used in this Guide in the Core Feature Guide.
Automate allows you to add new files to the system, and if you have permissions for Move and Clone operations on your access profile, to clone (copy) files, and to move cloned files up or down in the hierarchy, for example, to move a cloned file from customer to site.
Related topics
Upload a certificate to use for app registration#
This procedure uploads a .PFX file into VOSS Automate so that it can be used for application registration.
Note
Certificates are required for authentication. Although you can generate a certificate in Automate and upload that certificate to Microsoft Entra. In some cases, customers prefer to use their own certificate. Once the certificate is uploaded to Automate, Automate can manage it on itself and on the PowerShell proxy.
In the Automate Admin Portal, choose the relevant customer hierarchy, then go to File Management.
Click the Plus icon (+) to add a new record.
Click Choose File, then browse to the location where you have the file stored on your computer or network.
Note
The file you’re adding must be a .PFX file that is signed and has the required encryption.
Optionally, add a description, then click Save.
Choose the relevant customer, then go to Certificate Management, and click the Plus icon (+) to add a new record.
Add the new certificate, using the .PFX file you added:
Add a name and a description.
At PFX File, in the drop-down, select the .PFX file you uploaded.
Add the PFX file password.
Note
This is the password that is generated when converting the certificate into .PFX format outside of Automate.
Save your changes.
Automate creates the certificate file and deletes the .PFX file from Automate. The certificate will now be available to use in the tenant for application registration. See Configure Microsoft Tenant Connection Parameters in the Core Feature Guide.
There is no need to upload this certificate into Microsoft Entra because this certificate already exists there. If your certificate does not yet exist in Microsoft Entra, you’ll need to export the public key via the Certificate Management page, then upload the certificate into Automate in order to use it in the tenant connection parameters.