Documentation is now available for the Fall 2020 Update release!

Managing Device Management Policies

Describes how to manage (create, edit, and delete) device management policies.

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Introduction

The resource management policies help manage your resources. For example, you can create some custom attributes and through the policy, the attributes can be applied to one resource or a set of resources.

Creating policies

To create a device management policy:

  1. Go to Setup > Resources > Device Management Policies.
  2. In Device Management Policies, click Create New, select one of the following options as a Scope for your Device Management Policy:
    • Partner: You have the following choices:
      • Include All Clients - Select this option to apply Device Management Policy to all the Clients.
      • Include Clients - Select this option to apply Device Management Policy to specific clients. Follow these steps:
        1. Click +Add Include Clients.
          The Add Include Client window opens.
        2. Choose which clients to include, from the list, and close the window.
      • Exclude Clients - Select this option to apply Device Management Policy to all but specific clients.
        1. Click +Add Exclude Clients. The Add Exclude Client window opens.
        2. Choose which clients to exclude from the list and close the window. The Device Management Policy is applied to all the clients except the ones in the list you created.
    • Client: Your name displays in the Client’s field.
  3. Provide a suitable Name for the policy.
  4. Select one of the following as Filter Criteria Type:
    • Resource Filters: Define the filter rules to get a better and accurate search result.
      If you select Resource Filters, do the following:
      1. Click Any or All to match any one or all of the conditions you define for filtering, respectively.
      2. Select the options for the following filter criteria fields:
        • Auto Scaling: Lists all the resource types supported by OpsRamp.
        • Attribute Name: Select an attribute from the drop-down list. The attributes vary according to the resource type chosen.
        • Logic condition: A logical match criterion to enhance search results.
          Choose from Contains, Not Contains, Equals, Not Equals, Starts With, Ends With, and Regex depending on your requirements.
        • Value: Provide a suitable 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 devices matching the criteria is displayed.
        Example 1: Select resource type as Device, attribute as Interface Name. Define the condition as Contains ‘port’. The matching resource or 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


        Example 2: Select resource type as Device, attribute as Name. 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

    • Smart Filters: Filter by devices or resources type.
      If you select Smart Filters, click to select the types of devices or resources from the list.
      Note: If you select Any Resources, all the other options are disabled except Any Device, Any Linux, and Any Windows options.
  5. From the Perform Actions section, select one or more resource actions.
  6. Click Save & Run Now.
Resource Actions Options
OptionsAvailable forForce Assign/UnassignDescription
Assign Monitoring TemplatesPartner, ClientAvailable
  1. Click the check box 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 check box 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 check box 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 check box 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 check box 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 check box 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.

Editing policies

To edit a policy:

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

Deleting policies

To delete a single or multiple policies:

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

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

Device Management Policy Fields
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.