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KACE Systems Management Appliance 13.2 Common Documents - Administrator Guide

About the KACE Systems Management Appliance Getting started
Configuring the appliance
Requirements and specifications Power-on the appliance and log in to the Administrator Console Access the Command Line Console Tracking configuration changes Configuring System-level and Admin-level General Settings Configure appliance date and time settings Managing user notifications Enable Two-Factor Authentication for all users Verifying port settings, NTP service, and website access Configuring network and security settings Configuring Agent settings Configuring session timeout and auto-refresh settings Configuring locale settings Configuring the default theme Configure data sharing preferences About DIACAP compliance requirements Configuring Mobile Device Access Enable fast switching for organizations and linked appliances Linking Quest KACE appliances Configuring history settings
Setting up and using labels to manage groups of items Configuring user accounts, LDAP authentication, and SSO Deploying the KACE Agent to managed devices Using Replication Shares Managing credentials Configuring assets
About the Asset Management component Using the Asset Management Dashboard About managing assets Adding and customizing Asset Types and maintaining asset information Managing Software assets Managing physical and logical assets Maintaining and using manual asset information Managing locations Managing contracts Managing licenses Managing purchase records
Setting up License Compliance Managing License Compliance Setting up Service Desk Configure the Cache Lifetime for Service Desk widgets Creating and managing organizations Importing and exporting appliance resources
Managing inventory
Using the Inventory Dashboard Using Device Discovery Managing device inventory
About managing devices Features available for each device management method About inventory information Tracking changes to inventory settings Managing inventory information Finding and managing devices Registering KACE Agent with the appliance Provisioning the KACE Agent Manually deploying the KACE Agent Using Agentless management Adding devices manually in the Administrator Console or by using the API Forcing inventory updates Managing MIA devices Obtaining Dell warranty information
Managing applications on the Software page Managing Software Catalog inventory
About the Software Catalog Viewing Software Catalog information Adding applications to the Software Catalog Managing License assets for Software Catalog applications Associate Managed Installations with Cataloged Software Using software metering Using Application Control Update or reinstall the Software Catalog
Managing process, startup program, and service inventory Writing custom inventory rules
Deploying packages to managed devices
Distributing software and using Wake-on-LAN Broadcasting alerts to managed devices Running scripts on managed devices Managing Mac profiles Using Task Chains
Patching devices and maintaining security
Using the Security Dashboard About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Windows Feature Updates Managing Dell devices and updates Managing Linux package upgrades Maintaining device and appliance security Manage quarantined file attachments
Using reports and scheduling notifications Monitoring servers
Getting started with server monitoring Working with monitoring profiles Managing monitoring for devices Working with alerts
Using the Service Desk
Configuring Service Desk Using the Service Desk Dashboard Managing Service Desk tickets, processes, and reports
Overview of Service Desk ticket lifecycle Creating tickets from the Administrator Console and User Console Creating and managing tickets by email Viewing tickets and managing comments, work, and attachments Merging tickets Using the ticket escalation process Using Service Desk processes Using Ticket Rules Run Service Desk reports Archiving, restoring, and deleting tickets Managing ticket deletion
Managing Service Desk ticket queues About User Downloads and Knowledge Base articles Customizing Service Desk ticket settings Configuring SMTP email servers
Maintenance and troubleshooting
Maintaining the appliance Troubleshooting the appliance
Appendixes Glossary About us Legal notices

View, run, edit, or duplicate provisioning schedules

Managing provisioning schedules

To streamline the Agent installation process, you can add provisioning schedules that specify how and when to install the KACE Agent on devices. You can add, view, edit, run, duplicate, and delete provisioning schedules.

View, run, edit, or duplicate provisioning schedules

You can view provisioning schedule status and other details on the Provisioning Schedules page. From this page you can also run and edit provisioning schedules as needed.

When you duplicate provisioning schedule, its properties are copied into the new configuration. If you are creating a configuration that is similar to an existing configuration, starting with a duplicated schedule can be faster than creating a configuration from scratch.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.

Option

Description

Name

The name of the provisioning schedule (links to the Provisioning Schedule Detail page).

Targeted

The total number of target devices in the configuration (links to the Provisioning Results page).

Running

The total number of target devices on which provisioning is running (links to the Provisioning Results page).

Pending

The total number of target devices on which provisioning has not yet started (links to the Provisioning Results page).

Succeeded

The total number of target devices on which provisioning has succeeded (links to the Provisioning Results page).

Failed

The total number of target devices on which provisioning has failed (links to the Provisioning Results page).

Success Rate

The total number of target devices on which provisioning has succeeded as a percentage.

IP Range

The IP address range of the target device.

Schedule

The specified provisioning schedule. For example: Everyn minutes, Every n hours, or Never.

Enabled

Whether the configuration is enabled or disabled. A check mark indicates that the provisioning schedule is enabled.

b.
Select Choose Action > Run Now.
b.
Edit the provisioning schedule on the schedule's Provisioning Schedule Detail page, and click Save.
b.
In the Advanced section, click Duplicate to display the Provisioning Schedules page with the new schedule listed as Copy of Schedule Name.
Delete provisioning schedules

You can delete provisioning schedules when you want to remove schedules from the appliance.

When provisioning schedules are deleted, results associated with those schedules are also deleted. Devices provisioned using the schedules, however, are not removed from inventory.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.
3.
Select Choose Action > Delete, then click Yes to confirm.
View provisioning results

You can view the results of actions performed by provisioning schedules.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.
2.
Click a link in the Running, Pending, Succeeded, or Failed column.
The Provisioning Results page appears with the following information:

Item

Description

Status

The status of the Agent connection to the appliance:

: An Agent-managed device is connected to the appliance.

: An Agent-managed device is not connected to the appliance.

Schedule Name

The name of the provisioning schedule.

IP Address

The IP address of the target device.

Hostname

The hostname of the target device. Click the Remote Connection button to open a Remote Desktop Connection to the target device (Microsoft Edge only):

Result

The status of the most recent provisioning attempt.

Action

I indicates a successful installation.

U indicates a successful uninstallation.

Error

The failure error, such as TCP ports not accessible.

Last Run

The last time the schedule ran.

The KACE Agent Provisioning page appears.

This page displays the results of the most recent provisioning run and includes information such as the IP address, port configuration, and the logs of each provisioning step.

4.
To view inventory information, click the [computer inventory] link next to the MAC address.
NOTE: The [computer inventory] link appears only if the provisioning process can match the MAC address of the target device with the current inventory data. See Managing MIA devices.

Delete provisioning schedules

Managing provisioning schedules

To streamline the Agent installation process, you can add provisioning schedules that specify how and when to install the KACE Agent on devices. You can add, view, edit, run, duplicate, and delete provisioning schedules.

View, run, edit, or duplicate provisioning schedules

You can view provisioning schedule status and other details on the Provisioning Schedules page. From this page you can also run and edit provisioning schedules as needed.

When you duplicate provisioning schedule, its properties are copied into the new configuration. If you are creating a configuration that is similar to an existing configuration, starting with a duplicated schedule can be faster than creating a configuration from scratch.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.

Option

Description

Name

The name of the provisioning schedule (links to the Provisioning Schedule Detail page).

Targeted

The total number of target devices in the configuration (links to the Provisioning Results page).

Running

The total number of target devices on which provisioning is running (links to the Provisioning Results page).

Pending

The total number of target devices on which provisioning has not yet started (links to the Provisioning Results page).

Succeeded

The total number of target devices on which provisioning has succeeded (links to the Provisioning Results page).

Failed

The total number of target devices on which provisioning has failed (links to the Provisioning Results page).

Success Rate

The total number of target devices on which provisioning has succeeded as a percentage.

IP Range

The IP address range of the target device.

Schedule

The specified provisioning schedule. For example: Everyn minutes, Every n hours, or Never.

Enabled

Whether the configuration is enabled or disabled. A check mark indicates that the provisioning schedule is enabled.

b.
Select Choose Action > Run Now.
b.
Edit the provisioning schedule on the schedule's Provisioning Schedule Detail page, and click Save.
b.
In the Advanced section, click Duplicate to display the Provisioning Schedules page with the new schedule listed as Copy of Schedule Name.
Delete provisioning schedules

You can delete provisioning schedules when you want to remove schedules from the appliance.

When provisioning schedules are deleted, results associated with those schedules are also deleted. Devices provisioned using the schedules, however, are not removed from inventory.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.
3.
Select Choose Action > Delete, then click Yes to confirm.
View provisioning results

You can view the results of actions performed by provisioning schedules.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.
2.
Click a link in the Running, Pending, Succeeded, or Failed column.
The Provisioning Results page appears with the following information:

Item

Description

Status

The status of the Agent connection to the appliance:

: An Agent-managed device is connected to the appliance.

: An Agent-managed device is not connected to the appliance.

Schedule Name

The name of the provisioning schedule.

IP Address

The IP address of the target device.

Hostname

The hostname of the target device. Click the Remote Connection button to open a Remote Desktop Connection to the target device (Microsoft Edge only):

Result

The status of the most recent provisioning attempt.

Action

I indicates a successful installation.

U indicates a successful uninstallation.

Error

The failure error, such as TCP ports not accessible.

Last Run

The last time the schedule ran.

The KACE Agent Provisioning page appears.

This page displays the results of the most recent provisioning run and includes information such as the IP address, port configuration, and the logs of each provisioning step.

4.
To view inventory information, click the [computer inventory] link next to the MAC address.
NOTE: The [computer inventory] link appears only if the provisioning process can match the MAC address of the target device with the current inventory data. See Managing MIA devices.

View provisioning results

Managing provisioning schedules

To streamline the Agent installation process, you can add provisioning schedules that specify how and when to install the KACE Agent on devices. You can add, view, edit, run, duplicate, and delete provisioning schedules.

View, run, edit, or duplicate provisioning schedules

You can view provisioning schedule status and other details on the Provisioning Schedules page. From this page you can also run and edit provisioning schedules as needed.

When you duplicate provisioning schedule, its properties are copied into the new configuration. If you are creating a configuration that is similar to an existing configuration, starting with a duplicated schedule can be faster than creating a configuration from scratch.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.

Option

Description

Name

The name of the provisioning schedule (links to the Provisioning Schedule Detail page).

Targeted

The total number of target devices in the configuration (links to the Provisioning Results page).

Running

The total number of target devices on which provisioning is running (links to the Provisioning Results page).

Pending

The total number of target devices on which provisioning has not yet started (links to the Provisioning Results page).

Succeeded

The total number of target devices on which provisioning has succeeded (links to the Provisioning Results page).

Failed

The total number of target devices on which provisioning has failed (links to the Provisioning Results page).

Success Rate

The total number of target devices on which provisioning has succeeded as a percentage.

IP Range

The IP address range of the target device.

Schedule

The specified provisioning schedule. For example: Everyn minutes, Every n hours, or Never.

Enabled

Whether the configuration is enabled or disabled. A check mark indicates that the provisioning schedule is enabled.

b.
Select Choose Action > Run Now.
b.
Edit the provisioning schedule on the schedule's Provisioning Schedule Detail page, and click Save.
b.
In the Advanced section, click Duplicate to display the Provisioning Schedules page with the new schedule listed as Copy of Schedule Name.
Delete provisioning schedules

You can delete provisioning schedules when you want to remove schedules from the appliance.

When provisioning schedules are deleted, results associated with those schedules are also deleted. Devices provisioned using the schedules, however, are not removed from inventory.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.
3.
Select Choose Action > Delete, then click Yes to confirm.
View provisioning results

You can view the results of actions performed by provisioning schedules.

1.
Go to the Provisioning Schedules list:
a.
Log in to the appliance Administrator Console, https://appliance_hostname/admin. Or, if the Show organization menu in admin header option is enabled in the appliance General Settings, select an organization in the drop-down list in the top-right corner of the page next to the login information.
b.
On the left navigation bar, click Settings, then click Provisioning.
c.
On the Provisioning Panel, click Schedules.
2.
Click a link in the Running, Pending, Succeeded, or Failed column.
The Provisioning Results page appears with the following information:

Item

Description

Status

The status of the Agent connection to the appliance:

: An Agent-managed device is connected to the appliance.

: An Agent-managed device is not connected to the appliance.

Schedule Name

The name of the provisioning schedule.

IP Address

The IP address of the target device.

Hostname

The hostname of the target device. Click the Remote Connection button to open a Remote Desktop Connection to the target device (Microsoft Edge only):

Result

The status of the most recent provisioning attempt.

Action

I indicates a successful installation.

U indicates a successful uninstallation.

Error

The failure error, such as TCP ports not accessible.

Last Run

The last time the schedule ran.

The KACE Agent Provisioning page appears.

This page displays the results of the most recent provisioning run and includes information such as the IP address, port configuration, and the logs of each provisioning step.

4.
To view inventory information, click the [computer inventory] link next to the MAC address.
NOTE: The [computer inventory] link appears only if the provisioning process can match the MAC address of the target device with the current inventory data. See Managing MIA devices.

Managing Agent communications

Managing Agent communications

Communications between the appliance and Agents installed on managed devices include inventory reports, alerts, patches, scripts, and crash logs. You can configure and view communications that are queued, or pending.

Configure Agent communication and log settings

Agents installed on managed devices periodically check in to the appliance to report inventory, update scripts, and perform other tasks.

You can configure the Agent settings, including the interval at which the Agents check in, messages displayed to users, and log retention time, as described in this section. If you have multiple organizations, you configure Agent settings for each organization separately.

If the Organization component is enabled on your appliance, log in to the appliance System Administration Console, https://appliance_hostname/system, or select System in the drop-down list in the top-right corner of the page next to the login information. Then click Organizations. To display the organization’s information, click the organization’s name.

On the Organization Detail page that appears, locate the Communication and Agent Settings section.

If the Organization component is not enabled on your appliance, log in to the appliance Administrator Console, https://appliance_hostname/admin. Then select Settings > Provisioning., and click Communication Settings on the Provisioning panel.

The Communication Settings page appears.

Option

Suggested Setting

Notes

Agent Logging

Enabled

Whether the appliance stores scripting results provided by Agents installed on managed devices. Agent logs can consume as much as 1GB of disk space in the database. If disk space is not an issue, enable Agent Logging to keep all log information for Agent-managed devices. These logs can be useful during troubleshooting. To save disk space, and enable faster Agent communication, disable Agent Logging.

Agent Debug Trace

Enabled

If selected, this option allows you to record the Agent's debug trace. This information allows administrators to monitor the Agent's performance, and to diagnose common problems.

Agent Inventory

12 hours

The frequency at which Agents on managed devices report inventory. This information is displayed in the Inventory section.

Agentless Inventory

1 Day

The frequency at which Agentless devices report inventory. This information is displayed in the Inventory section.

Catalog Inventory

24 hours

The frequency at which managed devices report inventory to the Software Catalog page.

Metering

4 hours

The frequency at which managed devices report metering information to the appliance. Requires metering to be enabled on devices and applications.

Scripting Update

4 hours

The frequency at which Agents on managed devices request updated copies of scripts that are enabled on managed devices. This interval does not affect how often scripts run.

Max Download Speed

As required

The maximum download speed, as required. Choose from the available options.

Process Timeout

1 hour

The maximum length of time the agent process run before being terminated. For more details, visit https://support.quest.com/kb/177093/how-to-allow-more-time-for-a-kace-script-to-run-before-it-times-out-.

Disable Wait for Bootup Tasks

Disabled

If selected, this option stops the agent from executing bootup tasks.

Disable Wait for Login Tasks

Disabled

If selected, this option stops the agent from executing login tasks.

3.
In the Agent Status Icon Settings section, specify the following settings:

Option

Suggested Setting

Notes

Agent Status Icon On Device

Enabled

If selected, this option allows you to display the agent status on managed devices.

Agent Snooze on Device

Enabled

If selected, this option allows you to suspend the agent's activity on managed devices using the system tray (Windows) or menu bar (Mac OS).

Agent Snooze Max Count (per day)

1 snooze

The maximum number of times you can snooze the agent each day on managed devices.

Agent Status Icon Shortcuts

As required

Use this section to display links in the KACE Agent menu on agent-managed devices. You can specify up to ten links. Standard Uniform Resource Identifier (URI) links are supported, such as https, ssh, and ftp URLs. To add a link:

1.
2.
In the Display Name column, type the text that you want to display in the menu. For example, My FTP link.
3.
In the URL column, type the fully qualified URL address. For example, https://www.quest.com/. The URL supports the following replacement variables:

For complete information about these and other replacement variables, see Token replacement variables.

You can use the column headings to sort the list. In the KACE Agent menu, the links appear in the order they are listed on this page.

4.
In the Notify section, specify the message to use for Agent communications:

Option

Suggested Setting

Notes

Agent Splash Page Message

Default text:

KACE Systems Management Appliance is verifying your PC Configuration and managing software updates. Please Wait...

The message that appears to users when Agents are performing tasks, such as running scripts, on their devices.

Agent Splash Bitmap

As required

The path to an existing .bmp file that you want to use as the splash logo.

Disable Bootup Splash

Disabled

If selected, this option stops the agent from displaying the boot-up splash logo.

Disable Login Splash

Disabled

If selected, this option stops the agent from displaying the login splash logo.

5.
In the Agentless Settings section, specify communications settings for Agentless devices:

Option

Description

SSH Timeout

The time, in seconds, after which the connection is closed if there is no activity.

SNMP Timeout

The time, in seconds, after which the connection is closed if there is no activity.

Retry Attempts

The number of times the connection is attempted.

WinRM Timeout

The time, in seconds, after which the connection is closed if there is no activity.

VMware Timeout

The amount of time in seconds to wait for a connection to the VMware vSphere API service running on a VMware host.

NOTE: If the Organization component is enabled on your appliance, these Agent Tasks settings are located on the appliance appliance System Administration Console General Settings page.

Option

Description

Last Task Throughput Update

This value indicates the date and time when the appliance task throughput was last updated.

Current Load Average

The value in this field depicts the load on an appliance at any given time. For the appliance to run normally, the value in this field must be between 0.0 and 10.0.

Task Throughput

The value that controls how scheduled tasks, such as inventory collection, scripting, and patching updates, are balanced by the appliance.

7.
In the Duplicate Machine Detection Settings (Advanced) section, configure the following options to prevent duplicate device records

Option

Description

Required to match an existing machine record

Select one or more of the following check boxes to indicate which device properties you want the appliance to use to identify potentially duplicated devices.

MAC Addresses

Specify the number of MAC addresses that are associated with the machine record that you to match with the existing device records.

8.
Click Save.
View Agent task status

You can view the status of tasks that are currently running, or that are scheduled to run, on Agent-managed devices.

1.
Go to the appliance Control Panel:
If the Organization component is enabled on the appliance, log in to the appliance System Administration Console, https://appliance_hostname/system, or select System in the drop-down list in the top-right corner of the page, then select Settings > Control Panel.
2.
On the left navigation bar, click Support to display the Support page.
3.
In the Troubleshooting Tools section, click Display Agent task status to display the Agent Tasks page.
By default, In Progress tasks are listed. To view other tasks, select different filtering options in the View By drop-down list, which appears above the list on the right. Task information includes:

Column

Description

Device Name

The name of the device that is the target of the task.

Type

The type of task. Depending on appliance configuration, task types include alerts, inventory, kbot, krash upload, and scripting updates.

Started

The start time of the task.

Completed

The completion time of the task.

Next Run

The next scheduled run time for the task.

Run Time

How long it took to run the task.

Timeout

The time limit for completing the task.

Priority

The importance or rank of the task.

The options displayed depend on type of tasks available on your appliance. Typical options include:

Ready to Run (connected): Tasks that are connected through the messaging protocol and about to run.
Ready to Run: Tasks that are queued to run when an messaging protocol connection is established.
Longer than 10 minutes: Tasks that have been waiting longer than 10 minutes for a protocol connection.
The Device Detail page appears.
View the Agent Command Queue

The Agent Command Queue list shows messages, such as pop-ups and alerts, that have been queued for distribution from the appliance to Agent-managed devices.

1.
Go to the appliance Control Panel:
If the Organization component is enabled on the appliance, log in to the appliance System Administration Console, https://appliance_hostname/system, or select System in the drop-down list in the top-right corner of the page, then select Settings > Control Panel.
2.
On the left navigation bar, click Support to display the Support page.
3.
In the Troubleshooting Tools section, click View Agent command queue to display the Agent Command Queue page.
NOTE: Pending alerts appear on the Agent Command Queue page even if there is no connection between the Agent and the appliance.

The Agent Command Queue page contains the following fields:

Option

Description

Device Name

The name of the device. Click a name to view device details.

Type [Plug-in, Source]

The type of message, such as Run Process.

Command

The content and information contained in the message.

Expiration

The date and time when the message expires, also called Keep Alive time. Messages are deleted from the queue automatically when they expire.

Status

The status of the message, such as Completed or Received.

Delete messages from the Agent command queue

You can delete messages that are no longer needed from the Agent command queue.

1.
Go to the appliance Control Panel:
If the Organization component is enabled on the appliance, log in to the appliance System Administration Console, https://appliance_hostname/system, or select System in the drop-down list in the top-right corner of the page, then select Settings > Control Panel.
2.
On the left navigation bar, click Support to display the Support page.
3.
In the Troubleshooting Tools section, click View Agent command queue to display the Agent Command Queue page.
5.
Select Choose Action > Delete, then click Yes to confirm.
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