The device management policies provide a configurable way to manage resources. You can assign monitoring templates, knowledge base articles, and custom attributes using the policy. Policies can be applied to a single resource or to a set of resources by grouping resources by common criteria.

  1. Go to Setup > Resources > Device Management Policies.

  2. Click Create New.

  3. On the DEVICE MANAGEMENT POLICY page, select a Scope of Partner or Client:

    If you select Partner, continue with the next step. Otherwise, skip the next step.

  4. Select:

    • Include All Clients: Applies device management policies to all the clients.
    • Include Clients: Applies device management policies to the clients you specify when you click +Add Include Clients.
    • Exclude Clients: device management policies to all except the clients you specify when you click +Add Exclude Clients.
  5. Enter a policy Name.

  6. Click Any or All of the rules below to match any one or all of the conditions you define for filtering. If you select All, ensure that the resource type is the same for all filter criteria.

  7. For Filter Criteria Type, select Resource Filters or Smart Filters.

    If you select Resource Filters, continue with the next step. Otherwise, skip the next two steps.

  8. For each of the filter criteria fields, select the filter criteria from the drop-down menu:

    • Resource Type lists all supported resource types.

    • Attribute Name lists all attributes related to the selected Resource Type. Click the textbox to see the list.

    • Logic condition logically matches criteria. Choose from:

      • Contains
      • Not Contains
      • Equals
      • Not Equals
      • Starts With
      • Ends With
      • regex
    • Value: associated with the attribute name.

    Click Add Criteria to add more filter criteria.

  9. Click Show Matching Members to view all resources matching the criteria, as shown in the following example:

    Filter Criteria Example 2

    With a resource type of Device, an attribute name of Name, and the logical condition Contains applied to the string localdomain, two matching resources are listed. The Name attribute is populated in priority order: Alias Name, Host Name, Resource Name.

  10. If for Filter Criteria Type you select Smart Filters, select one or more resource types from the list.

    If you select the Any Resources option, all the other options are disabled except:

    • Any Device
    • Any Linux
    • Any Windows
  11. In the Perform Actions section, select one or more resource actions.

    OptionsAvailable forForce Assign/UnassignDescription
    Assign Monitoring TemplatesPartner, ClientAvailable
    1. Select Monitoring Templates. A list of Available Monitoring Templates is displayed.
    2. Select one or more templates from the list. You can also filter, search and select.
    3. Click the right arrow to add to the Assigned Monitoring Templates section. All the selected templates appear in the list.
    Assign Knowledge Base ArticlePartner, ClientAvailable
    1. Select Knowledge Base Articles. A list of Available Knowledge Base Articles is displayed.
    2. Select one or more templates from the list. You can also filter, search and select.
    3. Click the right arrow to add to the Assigned Knowledge Base Articles section. All the selected articles appear in the list.
    Assign Availability RulePartner, ClientNot Available
    1. Select Availability rule and check the health of your resources.
    2. Choose from one of the two options displayed.
    Assign Custom AttributesPartner, ClientAvailable
    1. Select custom attributes. A list of Available Custom Attributes is displayed.
    2. Select one or more attributes from the list. You can also filter, search and select.
    3. (Optional) Click Create Custom Attribute, if you want to create a custom attribute and apply it to the resources. A Create Custom Attribute window opens.
    4. Provide a name and value and click Save. The attribute is displayed in the list with its value.
    5. Click the right arrow to add to the Assigned Custom Attributes section. All the selected attributes appear in the list.
  12. Click Save & Run Now to assign the management policies to the resources.