PagerDuty for Workflows

Your Dynatrace environment can integrate with a PagerDuty environment using PagerDuty for Workflows PagerDuty, enabling you to create incidents, based on your monitoring data automatically.

Configure the integration

To use PagerDuty workflow actions, you first need to install the PagerDuty for Workflows PagerDuty from Dynatrace Hub.

  1. In Dynatrace Hub Hub, select PagerDuty for Workflows.
  2. Select Install.

Step 1 Grant permissions to Workflows

Some permissions are required by Workflows to run actions on your behalf. Other permissions are required by actions that come bundled with PagerDuty for Workflows itself.

To fine-tune permissions granted to Workflows

  1. Go to Workflows and select Settings > Authorization settings.
  2. Select the following permissions besides the general Workflows permission.
    • app-settings:objects:read
    • state:app-states:read
    • state:app-states:write
    • state:app-states:delete

For more on general Workflows user permissions, see User permissions for workflows.

Step 2 Create PagerDuty API key

To interact with PagerDuty, you need an API key. To learn how to obtain it, refer to the PagerDuty official documentation.

Step 3 Configure PagerDuty connection

You need a configured connection for each of your PagerDuty environments.

To configure a connection

  1. Go to Settings and select Connections > Connectors > PagerDuty.
  2. Select Add Connection.
  3. Provide a meaningful name for your connection.
  4. If needed, adapt the URL of the PagerDuty API.
  5. Provide your PagerDuty API key.
  6. Select Create.

Available actions

The following workflow actions are available for the PagerDuty integration. Each action corresponds to an endpoint of the PagerDuty API.

Action

Description

PagerDuty API endpoint

Create an incident

Creates an incident in your PagerDuty environment. An incident represents a problem or an issue that needs to be addressed and resolved.

Use other actions to obtain the necessary input.

List all of the on-calls

Lists all PagerDuty users who are on call duty.

List escalation policies

Lists PagerDuty escalation policies. An escalation policy defines who to notify (and how) in case of an incident.

List priorities

Lists PagerDuty priorities. A priority defines the importance of an incident. The list is ordered from the most to the least severe.

List services

Lists PagerDuty services. A service represents an application, component, or team to which you want to map the incident.

List users

List all users of your PagerDuty environment.

Create a PagerDuty incident

To create an incident, you need to provide the information listed below. You can hard-code them in the Create an incident action or extract them from PagerDuty via an appropriate action.

Field
Description
Required
From
The ID of the user who creates the incident
required
Title
The incident title
required
Service ID
The ID of the service in your PagerDuty environment
required
Urgency
The urgency of the incident
optional
Additional incident details
A description of the incident
optional
Assignee ID
The ID of the incident assignee
optional
Escalation policy ID
The ID of the escalation policy
optional
Conference number
The phone number of the conference call for the conference bridge
optional
Conference URL
The URL for the conference bridge, such as a link to a web conference or Slack channel
optional
Incident key
A unique identifier for this incident. For most use cases this is the Dynatrace event ID.
optional

For more details on each parameter, refer to Create an incident in the PagerDuty official documentation.

To create a workflow that raises a PagerDuty incident

  1. Go to Workflows Workflows and select Add to create a new workflow.
  2. In the Choose trigger panel, select the trigger best suited to your needs.
  3. On the trigger node, select Add to browse available actions.
  4. optional In the Choose action panel, search for PagerDuty and select one of the information-extracting actions.
  5. optional If needed, add more information-extracting actions. Be sure to put them in parallel.
  6. On one of the information-extracting nodes, select Add, search for PagerDuty, and select Create an incident.
  7. On each of the remaining information-extracting nodes, select Add and drag the line to the Create an incident action.
  8. In the Create an incident action, select the connection to your PagerDuty environment.
  9. Configure the input fields as needed. To learn how to use the output of information-extracting notes, see Expression reference.
  10. To test your workflow, select Run.

Troubleshooting

The following are solutions to problems some people have.