# Automation & Orchestration API Documentation ## Overview The Automation & Orchestration module provides comprehensive automation capabilities for incident management, including runbooks, integrations with external systems, ChatOps functionality, auto-remediation, and maintenance window management. ## Features ### 1. Runbooks Automation - **Predefined Response Steps**: Create and manage automated response procedures - **Multiple Trigger Types**: Manual, automatic, scheduled, webhook, and ChatOps triggers - **Execution Tracking**: Monitor runbook execution status and performance - **Version Control**: Track runbook versions and changes ### 2. External System Integrations - **ITSM Tools**: Jira, ServiceNow integration - **CI/CD Tools**: GitHub, Jenkins, Ansible, Terraform - **Chat Platforms**: Slack, Microsoft Teams, Discord, Mattermost - **Generic APIs**: Webhook and API integrations - **Health Monitoring**: Integration health checks and status tracking ### 3. ChatOps Integration - **Command Execution**: Trigger workflows from chat platforms - **Security Controls**: User and channel-based access control - **Command History**: Track and audit ChatOps commands - **Multi-Platform Support**: Slack, Teams, Discord, Mattermost ### 4. Auto-Remediation - **Automatic Response**: Trigger remediation actions based on incident conditions - **Safety Controls**: Approval workflows and execution limits - **Multiple Remediation Types**: Service restart, deployment rollback, scaling, etc. - **Execution Tracking**: Monitor remediation success rates and performance ### 5. Maintenance Windows - **Scheduled Suppression**: Suppress alerts during planned maintenance - **Service-Specific**: Target specific services and components - **Flexible Configuration**: Control incident creation, notifications, and escalations - **Status Management**: Automatic status updates based on schedule ### 6. Workflow Templates - **Reusable Workflows**: Create templates for common automation scenarios - **Parameterized Execution**: Support for input parameters and output schemas - **Template Types**: Incident response, deployment, maintenance, scaling, monitoring - **Usage Tracking**: Monitor template usage and performance ## API Endpoints ### Runbooks #### List Runbooks ``` GET /api/automation/runbooks/ ``` **Query Parameters:** - `status`: Filter by status (DRAFT, ACTIVE, INACTIVE, DEPRECATED) - `trigger_type`: Filter by trigger type (MANUAL, AUTOMATIC, SCHEDULED, WEBHOOK, CHATOPS) - `category`: Filter by category - `is_public`: Filter by public/private status - `search`: Search in name, description, category **Response:** ```json { "count": 10, "next": null, "previous": null, "results": [ { "id": "uuid", "name": "Database Service Restart", "description": "Automated runbook for restarting database services", "version": "1.0", "trigger_type": "AUTOMATIC", "trigger_conditions": { "severity": ["CRITICAL", "EMERGENCY"], "category": "database" }, "steps": [...], "estimated_duration": "00:05:00", "category": "database", "tags": ["database", "restart", "automation"], "status": "ACTIVE", "is_public": true, "execution_count": 5, "success_rate": 0.8, "can_trigger": true, "created_at": "2024-01-15T10:00:00Z", "updated_at": "2024-01-15T10:00:00Z" } ] } ``` #### Create Runbook ``` POST /api/automation/runbooks/ ``` **Request Body:** ```json { "name": "New Runbook", "description": "Description of the runbook", "version": "1.0", "trigger_type": "MANUAL", "trigger_conditions": { "severity": ["HIGH", "CRITICAL"] }, "steps": [ { "name": "Step 1", "action": "check_status", "timeout": 30, "parameters": {"service": "web"} } ], "estimated_duration": "00:05:00", "category": "web", "tags": ["web", "restart"], "status": "DRAFT", "is_public": true } ``` #### Execute Runbook ``` POST /api/automation/runbooks/{id}/execute/ ``` **Request Body:** ```json { "trigger_data": { "incident_id": "uuid", "context": "additional context" } } ``` ### Integrations #### List Integrations ``` GET /api/automation/integrations/ ``` **Query Parameters:** - `integration_type`: Filter by type (JIRA, GITHUB, JENKINS, etc.) - `status`: Filter by status (ACTIVE, INACTIVE, ERROR, CONFIGURING) - `health_status`: Filter by health status (HEALTHY, WARNING, ERROR, UNKNOWN) #### Test Integration Connection ``` POST /api/automation/integrations/{id}/test_connection/ ``` #### Perform Health Check ``` POST /api/automation/integrations/{id}/health_check/ ``` ### ChatOps #### List ChatOps Integrations ``` GET /api/automation/chatops-integrations/ ``` #### List ChatOps Commands ``` GET /api/automation/chatops-commands/ ``` **Query Parameters:** - `status`: Filter by execution status - `chatops_integration`: Filter by integration - `command`: Filter by command name - `user_id`: Filter by user ID - `channel_id`: Filter by channel ID ### Auto-Remediation #### List Auto-Remediations ``` GET /api/automation/auto-remediations/ ``` **Query Parameters:** - `remediation_type`: Filter by type (SERVICE_RESTART, DEPLOYMENT_ROLLBACK, etc.) - `trigger_condition_type`: Filter by trigger condition type - `is_active`: Filter by active status - `requires_approval`: Filter by approval requirement #### Approve Auto-Remediation Execution ``` POST /api/automation/auto-remediation-executions/{id}/approve/ ``` **Request Body:** ```json { "approval_notes": "Approved for execution" } ``` #### Reject Auto-Remediation Execution ``` POST /api/automation/auto-remediation-executions/{id}/reject/ ``` **Request Body:** ```json { "rejection_notes": "Rejected due to risk concerns" } ``` ### Maintenance Windows #### List Maintenance Windows ``` GET /api/automation/maintenance-windows/ ``` #### Get Active Maintenance Windows ``` GET /api/automation/maintenance-windows/active/ ``` #### Get Upcoming Maintenance Windows ``` GET /api/automation/maintenance-windows/upcoming/ ``` ### Workflow Templates #### List Workflow Templates ``` GET /api/automation/workflow-templates/ ``` **Query Parameters:** - `template_type`: Filter by type (INCIDENT_RESPONSE, DEPLOYMENT, etc.) - `is_public`: Filter by public/private status ## Data Models ### Runbook - **id**: UUID primary key - **name**: Unique name for the runbook - **description**: Detailed description - **version**: Version string - **trigger_type**: How the runbook is triggered - **trigger_conditions**: JSON conditions for triggering - **steps**: JSON array of execution steps - **estimated_duration**: Expected execution time - **category**: Categorization - **tags**: JSON array of tags - **status**: Current status - **is_public**: Public/private visibility - **execution_count**: Number of executions - **success_rate**: Success rate (0.0-1.0) ### Integration - **id**: UUID primary key - **name**: Unique name for the integration - **integration_type**: Type of integration (JIRA, GITHUB, etc.) - **description**: Description - **configuration**: JSON configuration data - **authentication_config**: JSON authentication data - **status**: Integration status - **health_status**: Health status - **request_count**: Number of requests made - **last_used_at**: Last usage timestamp ### ChatOpsIntegration - **id**: UUID primary key - **name**: Unique name - **platform**: Chat platform (SLACK, TEAMS, etc.) - **webhook_url**: Webhook URL - **bot_token**: Bot authentication token - **channel_id**: Default channel ID - **command_prefix**: Command prefix character - **available_commands**: JSON array of available commands - **allowed_users**: JSON array of allowed user IDs - **allowed_channels**: JSON array of allowed channel IDs - **is_active**: Active status ### AutoRemediation - **id**: UUID primary key - **name**: Unique name - **description**: Description - **remediation_type**: Type of remediation action - **trigger_conditions**: JSON trigger conditions - **trigger_condition_type**: Type of trigger condition - **remediation_config**: JSON remediation configuration - **timeout_seconds**: Execution timeout - **requires_approval**: Whether approval is required - **approval_users**: Many-to-many relationship with users - **max_executions_per_incident**: Maximum executions per incident - **is_active**: Active status - **execution_count**: Number of executions - **success_count**: Number of successful executions ### MaintenanceWindow - **id**: UUID primary key - **name**: Name of the maintenance window - **description**: Description - **start_time**: Start datetime - **end_time**: End datetime - **timezone**: Timezone - **affected_services**: JSON array of affected services - **affected_components**: JSON array of affected components - **suppress_incident_creation**: Whether to suppress incident creation - **suppress_notifications**: Whether to suppress notifications - **suppress_escalations**: Whether to suppress escalations - **status**: Current status - **incidents_suppressed**: Count of suppressed incidents - **notifications_suppressed**: Count of suppressed notifications ### WorkflowTemplate - **id**: UUID primary key - **name**: Unique name - **description**: Description - **template_type**: Type of workflow template - **workflow_steps**: JSON array of workflow steps - **input_parameters**: JSON array of input parameters - **output_schema**: JSON output schema - **usage_count**: Number of times used - **is_public**: Public/private visibility ## Security Features ### Access Control - **User Permissions**: Role-based access control - **Data Classification**: Integration with security module - **Audit Logging**: Comprehensive audit trails - **API Authentication**: Token and session authentication ### ChatOps Security - **User Whitelisting**: Restrict commands to specific users - **Channel Restrictions**: Limit commands to specific channels - **Command Validation**: Validate command parameters - **Execution Logging**: Log all command executions ### Auto-Remediation Safety - **Approval Workflows**: Require manual approval for sensitive actions - **Execution Limits**: Limit executions per incident - **Timeout Controls**: Prevent runaway executions - **Rollback Capabilities**: Support for rollback operations ## Integration with Other Modules ### Incident Intelligence Integration - **Automatic Triggering**: Trigger runbooks based on incident characteristics - **AI Suggestions**: AI-driven runbook recommendations - **Correlation**: Link automation actions to incident patterns - **Maintenance Suppression**: Suppress incidents during maintenance windows ### Security Module Integration - **Access Control**: Use security module for authentication and authorization - **Data Classification**: Apply data classification to automation data - **Audit Integration**: Integrate with security audit trails - **MFA Support**: Support multi-factor authentication for sensitive operations ## Best Practices ### Runbook Design 1. **Clear Steps**: Define clear, atomic steps 2. **Error Handling**: Include error handling and rollback procedures 3. **Timeout Management**: Set appropriate timeouts for each step 4. **Documentation**: Provide clear documentation for each step 5. **Testing**: Test runbooks in non-production environments ### Integration Management 1. **Health Monitoring**: Regularly monitor integration health 2. **Credential Management**: Securely store and rotate credentials 3. **Rate Limiting**: Implement appropriate rate limiting 4. **Error Handling**: Handle integration failures gracefully 5. **Monitoring**: Monitor integration usage and performance ### Auto-Remediation 1. **Conservative Approach**: Start with low-risk remediations 2. **Approval Workflows**: Use approval workflows for high-risk actions 3. **Monitoring**: Monitor remediation success rates 4. **Documentation**: Document all remediation actions 5. **Testing**: Test remediations in controlled environments ### Maintenance Windows 1. **Communication**: Communicate maintenance windows to stakeholders 2. **Scope Definition**: Clearly define affected services and components 3. **Rollback Plans**: Have rollback plans for maintenance activities 4. **Monitoring**: Monitor system health during maintenance 5. **Documentation**: Document maintenance activities and outcomes ## Error Handling ### Common Error Scenarios 1. **Integration Failures**: Handle external system unavailability 2. **Authentication Errors**: Handle credential expiration 3. **Timeout Errors**: Handle execution timeouts 4. **Permission Errors**: Handle insufficient permissions 5. **Data Validation Errors**: Handle invalid input data ### Error Response Format ```json { "error": "Error message", "code": "ERROR_CODE", "details": { "field": "specific field error" }, "timestamp": "2024-01-15T10:00:00Z" } ``` ## Rate Limiting ### Default Limits - **API Requests**: 1000 requests per hour per user - **Runbook Executions**: 10 executions per hour per user - **Integration Calls**: 100 calls per hour per integration - **ChatOps Commands**: 50 commands per hour per user ### Custom Limits - Configure custom rate limits per user role - Set different limits for different integration types - Implement burst allowances for emergency situations ## Monitoring and Alerting ### Key Metrics - **Runbook Success Rate**: Track runbook execution success - **Integration Health**: Monitor integration availability - **Auto-Remediation Effectiveness**: Track remediation success - **ChatOps Usage**: Monitor ChatOps command usage - **Maintenance Window Impact**: Track maintenance window effectiveness ### Alerting - **Integration Failures**: Alert on integration health issues - **Runbook Failures**: Alert on runbook execution failures - **Auto-Remediation Issues**: Alert on remediation failures - **Rate Limit Exceeded**: Alert on rate limit violations - **Security Issues**: Alert on security-related events ## Troubleshooting ### Common Issues 1. **Runbook Execution Failures**: Check step configurations and permissions 2. **Integration Connection Issues**: Verify credentials and network connectivity 3. **ChatOps Command Failures**: Check user permissions and command syntax 4. **Auto-Remediation Not Triggering**: Verify trigger conditions and permissions 5. **Maintenance Window Not Working**: Check timezone and schedule configuration ### Debug Information - Enable debug logging for detailed execution information - Use execution logs to trace runbook and workflow execution - Check integration health status and error messages - Review audit logs for security and access issues - Monitor system metrics for performance issues ## Future Enhancements ### Planned Features 1. **Visual Workflow Builder**: Drag-and-drop workflow creation 2. **Advanced AI Integration**: Enhanced AI-driven automation suggestions 3. **Multi-Cloud Support**: Support for multiple cloud providers 4. **Advanced Analytics**: Enhanced reporting and analytics capabilities 5. **Mobile Support**: Mobile app for automation management ### Integration Roadmap 1. **Additional ITSM Tools**: ServiceNow, Remedy, etc. 2. **Cloud Platforms**: AWS, Azure, GCP integrations 3. **Monitoring Tools**: Prometheus, Grafana, DataDog 4. **Communication Platforms**: Additional chat platforms 5. **Development Tools**: GitLab, Bitbucket, CircleCI