The device management policies help manage your resources. You can assign monitoring templates, knowledge base articles, and even custom attributes through the policy. The device management policy can be applied to one resource or a set of resources. For example, you can group all your resources based on a particular criteria and then apply the Availability rule or assign credentials.

Creating policies

To create a device management policy:

  1. Go to Setup > Resources > Device Management Policies.
  2. Click Create New to create a device management policy for the first time.
  3. On the DEVICE MANAGEMENT POLICY page, for Scope select one of the following options:
    • Click Partner if you are a partner and select one of the following options:
      • Include All Clients: Applies Device Management Policy to all the clients.
      • Include Clients: Applies Device Management Policy to the clients specified by you. To select the clients,
        1. Click +Add Include Clients.
        2. Choose the clients from the list and click Add Include Clients.
      • Exclude Clients: Applies Device Management Policy to all except the clients specified by you. To exclude some clients,
        1. Click +Add Exclude Clients.
        2. Choose the clients from the list and click Add Exclude Clients.
    • Click Client if you are a client.
  4. Provide a name for the policy.
  5. For Filter Criteria Type, select Resource Filters or Smart Filters.
    • If you select Resource Filters:
      1. Click Any or All to match any one or all of the conditions you define for filtering, respectively.

For Match All, ensure that resource type is the same for all the criteria.

    2. Select the options for the following filter criteria fields:
        - **Resource Type:** Lists all the resource types supported by OpsRamp.
        - **Attribute Name:** Lists all the attributes pertaining to the resource selected.  
        - **Logic condition:** Logical match criterion.
        <br>Choose from Contains, Not Contains, Equals, Not Equals, Starts With, Ends With, and Regex depending on your requirements.
        - **Value:** Value corresponding to the attribute name.
    3. Click **Add Criteria** to add more filter criteria.
    4. Click **Show Matching Members**. A list of all the resources matching the criteria is displayed.
        <br>Example 1: Select resource type as Device, attribute as Interface Name, and define the condition as Contains `port`.
        The matching resources are displayed that share a common port with the interfaces that support a service.
        To verify, click the name of the resource. The details are displayed in the attribute section.
        
Filter Criteria Example 1

Filter Criteria Example 1

<br>Example 2: Select resource type as `Device`, attribute as `Name`, and define the condition as Contains `localdomain`. The `Name` attribute is populated according to the priority- Alias Name, Host Name and Resource Name.
Filter Criteria Example 2

Filter Criteria Example 2

- If you select **Smart Filters**, click to select the types of devices or resources from the list. If you select **Any Resources**, all the other options are disabled except Any Device, Any Linux, and Any Windows options.
  1. From the Perform Actions section, select one or more resource actions.

    OptionsAvailable forForce Assign/UnassignDescription
    Assign Monitoring TemplatesPartner, ClientAvailable
    1. Click the checkbox to assign 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 then 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. Click the checkbox to assign 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 then 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. Click the checkbox to assign Availability rule and check the health of your resources.
    2. Choose from one of the two options displayed.
    Assign Custom AttributesPartner, ClientAvailable
    1. Click the checkbox to assign 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 then select.
    3. (Optional) Click Create Custom Attribute, if you want to create one and apply to the resources. A Create Custom Attribute window opens.
    4. Provide a name and value and click Save. The attribute appears 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.
    Assign JobsClientAvailable
    1. Click the checkbox to assign jobs. A list of Available Jobs is displayed.
    2. Select one or more jobs from the list. You can also filter, search and then select.
    3. Click the right arrow to add to the Assigned Jobs section. All the selected jobs appear in the list.
    Assign CredentialsClientAvailable
    1. Click the checkbox to assign credentials. A list of Available Credentials is displayed.
    2. Select one or more credentials from the list. You can also filter, search and then select.
    3. (Optional) Click Create Credential, if you want to create one and apply to the resources. A New Credential window opens. Provide the required details and click Save.
    4. Click the right arrow to add to the list of Assigned Credentials section. The selected credentials appear in the list. The credentials appear in the list in Assign Credentials section.
  2. Click Save & Run Now.

The Device Management policy is assigned to the group of resources.

Editing policies

  1. Select Setup > Resources > Device Management Policies.
  2. Click the policy name and click Edit at the top right corner.
  3. Change the name of the policy, filter criteria, or assign/unassign rules.
  4. Click Save & Run Now. The updated policy appears in the list of Device Management Policies.

Deleting policies

  1. Select Setup > Resources > Device Management Policies.
  2. Click the checkbox against the policy to select it. You can select multiple policies.
  3. Click the checkbox beside the Policy Name on the title bar to select all the policies.
  4. Click Remove.

The actions already performed on the resources due to the execution of the policy are not rolled back.

The Device Management Policies page displays all the policies created for various resources and rules applied to them. The following columns are displayed:

FieldsDescription
Policy NameName of the policy.
Organization NameName of the Organization.
Execution OrderThe order in which the policy is executed.
Last Updated DateDate and time when the policy was last updated. The time zone displayed is the time zone of the organization while creating the user/client/partner profile.
Last Updated ByName of the partner or client.
Last Action TimeDate and time when the policy was last executed.
LogsLogs of the executed policy. Click to see the logs. A dialog box appears asking for the following details:
  1. Types of logs: Choose from Success, Failed or Info.
  2. Policy Logs from: Select the Date and time from the calendar. The date and time selected indicates the duration from which you want the logs. Click Done.
  3. To: Select the Date and time from the calendar. The date and time selected indicates the duration from which you want the logs. Click Done.
  4. Click the search icon. The logs are displayed.
Apply Policy NowRun the policy. Click the symbol to execute the policy.