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KACE Systems Management Appliance 9.1 Common Documents - Administrator Guide

About the KACE Systems Management Appliance (SMA) 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 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 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 Provisioning the KACE SMA Agent Manually deploying the KACE SMA 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
About patch management Subscribing to and downloading patches Creating and managing patch schedules Managing patch inventory Managing Dell devices and updates Maintaining device and appliance security
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 KACE SMA
Appendixes Glossary About us Legal notices

View the Dashboard in Admin mode

View the Dashboard in Admin mode

View the Admin mode Dashboard to find summary information for the appliance or, if the Organization component is enabled, for the selected organization.

Log in to the KACE SMA Administrator Console , http://KACE_SMA_hostname/admin. Or, if Show organization menu in admin header is enabled, select an organization in the drop-down list in the top-right corner of the page next to the login information.

The Dashboard page appears.

The image of the Dashboard demonstrates the appearance of various widgets like those for License Compliance, Provisioning, and others.

View the Dashboard in System mode

View the Dashboard in System mode

If the Organization component is enabled on your appliance, view the System Dashboard to find summary information for the appliance.

Log in to the KACE SMA System Administration Console, http://KACE_SMA_hostname/system, or select System from the drop-down list in the top-right corner of the page.

The System Dashboard page appears.

The image of the System Summary page shows widgets for Disk Capacity, Tasks in Progress, and Latest News Articles.

Customize Dashboard pages

Customize Dashboard pages

You can customize Dashboard pages to show or hide widgets as needed.

Log in to the KACE SMA Administrator Console, http://KACE_SMA_hostname/admin. Or, if Show organization menu in admin header 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.
Log in to the KACE SMA System Administration Console, http://KACE_SMA_hostname/system, or select System from the drop-down list in the top-right corner of the page.
The Dashboard or System Dashboard page appears.
: Refresh the information in the widget.
: Display information about the widget.
: Hide the widget.
: Resize the widget.
: Drag the widget to a different position on the page.
3.
Click the Customize button in the top-right corner of the page to view available widgets.

The image of the Widget Library shows four widgets, demonstrating how the widget can appear in the library either marked as "Installed" or if the widget is not installed, associated with an Install button.

About Dashboard widgets

About Dashboard widgets

Dashboard widgets provide overviews of organization or appliance activity.

This section describes the widgets available on the Dashboard. If the Organization component is enabled on your appliance, widgets show the information for the selected organization at the Admin level and for the appliance at the System level.

Widget

Description

General widgets

This section provides a high-level overview of your appliance activity. The information appearing in these widgets allows you to focus on specific indicators that can help you understand any potential issues.

Latest News Articles and Top Knowledge Base Articles

These widgets provide links to news and information from Quest. News articles are displayed according to date or importance. Knowledge Base articles are displayed according to their priority in the Technical Support system.

Connections

This widget shows the number of connections to the KACE SMA web server. A high number indicates a high load on the server, which might reduce appliance response time. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

File Synchronizations

This widget shows the number of File Synchronizations that are in progress on Agent-managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Managed Installations

This widget shows the number of Managed Installations that are in progress on Agent-managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Current Scripts

This widget shows the number of scripts that are enabled to run on Agent-managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Patch Installation Progress

This widget shows the progress of patching tasks that are running on managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Patching Tasks Completed

This widget shows the progress of patching tasks, such as detect, deploy, and rollback tasks, on managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Critical Patch Compliance

This widget shows the deployment progress of patches that are marked as critical. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

License Compliance

If you have created License assets for software, this widget shows the number of Agent-managed devices that have a particular licensed software installed, and the number of licenses available. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

License assets can be created for applications listed on the Software page and the Software Catalog page, and the license mode for applications must be Unit License or Enterprise for license information to appear on this widget. Applications with other license modes, such as Shareware, Freeware, or Not Specified, are not displayed on this widget.

This widget is for information only, and the KACE SMA does not enforce license compliance. For example, the appliance does not prevent software from being installed on Agent-managed devices if a license is expired or otherwise out of compliance.

The following colors indicate threshold levels:

Red: Usage is at or above the critical threshold setting.
Orange: Usage is at or above the warning threshold setting but below the critical threshold setting.
Green: Usage is below the warning threshold setting.

To change the threshold levels, see Configure appliance General Settings without the Organization component.

For information about managing License assets, see Managing inventory.

Provisioning

This widget shows the status of KACE SMA Agent provisioning or installation tasks. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Provision Platforms

This widget shows the percentage of operating systems installed on KACE SMA Agent-managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Tasks in Progress

This widget displays the number of tasks in progress on the KACE SMA. This number includes tasks related to scripting, inventory, metering, replication, patching, bootstrapping, and cache queries. You can view the load average on the appliance, and change the task throughput, as needed. See Configure Agent communication and log settings.

If the Organization component is enabled on your appliance, the widget is available on the System Dashboard page.

SCAP Summary

This widget provides information about SCAP scans that have been performed on devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Device Check-In Rate

This widget displays the number of devices that have connected to the KACE SMA in the past 60 minutes. If the Organization component is enabled on your appliance, this widget is available at the System level.

Software License Configuration

If you set up License assets for software, and specify the license type, such as site, subscription, or unit, that information is displayed in this widget. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Disk Capacity

This widget displays the amount of disk space that is free or in use on the appliance. If the Organization component is enabled on your appliance, this widget is available at the System level.

Software Publishers

This widget displays the publishers defined in the Software Catalog, with the highest number of software titles installed on managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Software Titles

This widget displays the software titles defined in the Software Catalog, with the highest number of installations on managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Expiring Dell Warranties

This widget displays information on any Dell Warranties, and links to the Reports list page for Dell Warranty reports.

If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Dell Updates

This widget displays the number of Dell applications, BIOSs, and firmware updates that can be applied to managed devices. The updates are categorized as urgent, recommended, or optional depending on the urgency of the update. After a Dell Update schedule is created, data appears in the widget. See Create Dell Update schedules.

If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Monitoring Alert Summary

This widget displays the number of unacknowledged alerts, grouped by alert level.

The following icons indicate alert level:

: Critical
: Error
: Warning
: Information
: Recovered

If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Low-resource alerts.When the appliance resources are low, Critical alerts appear on the Dashboard, providing the recommended course of action such as contacting Support. These alerts are generated when the appliance is detected to use a high amount of disk, CPU, and memory resources, or when a high number of emails is received.

Critical low-resource alerts are displayed when the related condition is detected within the last ten minutes, and it persisted for one hour before being displayed.

The settings for these alerts are tracked in the history settings. You can disable that by clearing any of the Low Resource Alerts options on the Settings History Configuration page. For more information, see Configure System-level settings history subscriptions with the Organization component enabled.

Monitored Devices

This widget displays the status of the devices for which monitoring has been enabled. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Monitoring Alerts

This widget displays the alert messages for the devices being monitored. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Service Desk widgets

This section provides a high-level overview of your Service Desk ticket performance. Use it to quickly review the state of your tickets and look for any indicators that can improve your customer experience. For example, you can review the numbers of overdue tickets and focus on specific issues, as needed.

NOTE: Service Desk widgets display data for the default queue associated with the logged-in user. If there is no default set for the user, or if All Queues is set as the default, the widgets display data from all the queues owned by the user.

Shortcuts

This widget contains links to common Service Desk actions. Use them to quickly initiate specific tasks, such as creating a new KB (Knowledge Base) article, scheduling a report, and so on.

Views

This widget contains links to common Service Desk pages and wizards, including any custom views that you created. Use them to quickly navigate to specific pages, such as My Recent Tickets, All Unassigned Tickets, and Tickets Due Today. It also displays link to custom views, as applicable. The list of custom views is sorted alphabetically. If you want the custom views to appear in a specific order, you can prefix their names with numbers, as needed.

Reports

This widget contains links to common Service Desk reports. Use them to quickly generate a specific report, such as Open Tickets last 7 days by Owner, Stalled/Open Tickets by Owner, and others.

Tickets Opened Today

This widget contains the number of Service Desk tickets that were opened today.

Active Tickets By Owner

These widgets display the numbers of active, closed, overdue, overdue today, due, due today, or reopened Service Desk tickets grouped by any of the following parameters:

The resulting data can appear in a Bar Chart or a Donut Chart.

To change the widget title, choose how you want to group the tickets, or select the chart type, click in the widget. In the dialog box that appears, make your edits and click Save.

Active Tickets By Category

Active Tickets By Priority

Active Tickets

Closed Tickets

Overdue Tickets

Overdue Tickets By Owner

Overdue Tickets Today

Tickets Due Today

Reopened Tickets

Average Ticket Resolution Time

This widget displays the average ticket resolution times by any of the following categories:

The resulting data can appear in a Bar Chart or a Donut Chart.

To change the widget title, choose how you want to group the tickets, or select the chart type, click in the widget. In the dialog box that appears, make your edits and click Save.

Tickets Overdue

This widget displays the number of Service Desk tickets that are currently overdue.

Device widgets

This section provides a high-level overview of your managed devices. Use it to quickly review the state of your devices and look for any indicators that can improve their performance. For example, you can review the percentages of available disk space, and focus on specific issues, as needed.

Devices By Memory

This widget shows a bar chart, where each bar represents a number of devices that have an indicated amount of RAM installed on them.

Devices By Processor

This widget shows a bar chart, where each bar represents a number of devices that have a specific processor configuration.

Devices by Disk Capacity

This widget shows a donut chart, where each section of the chart indicates the percentage of free disk space on the managed devices. Clicking the widget title displays a report with links to the associated devices. Hovering over each section of the chart displays the percentage of managed devices that have the selected percentage of free disk space. For example, if you hover over the red part of the chart, the widget displays the percentage of devices whose free disk space is lower than 25%.

Managed Operating Systems

This widget shows the percentage of managed devices that are running each operating system. If the Organization component is enabled on your appliance, this widget shows the percentage of devices in the selected organization.

Devices By Manufacturer

This widget shows the top device manufacturers represented in device inventory. If the Organization component is enabled on your appliance, this widget shows the percentage of devices in the selected organization.

Devices By Model

This widget shows the top device models represented in KACE SMA device inventory. If the Organization component is enabled on your appliance, this widget shows the percentage of devices in the selected organization.

Devices By Subtype

This widget shows a donut chart, where each section of the chart indicates the percentage of the managed devices by device subtype.

Asset Management widgets

This section provides a high-level overview of your asset usage. Use it to quickly review the state of your assets and look for any indicators that can improve your asset configuration. For example, you can focus on how your software licenses are used and identify which software titles need to have their license renewed.

Assets By Type

This widget shows a donut chart, where each section of the chart indicates the percentage of your assets by their asset type, such as device, software, location, license, and others. Hovering over each section of the chart displays the percentage of the assets of the selected type.

Assets By Status

This widget shows a donut chart, where each section of the chart indicates the percentage of your assets by their status, such as Active, Disposed, Missing, or other. Hovering over each section of the chart displays the percentage of the assets in the selected status.

Cost ($) of Unused Licenses By Product

This widget shows a bar chart, where each bar represents the cost of unused licenses for each product. You can use this information to reassign or cancel unused licenses, and to redirect your resource where they are most needed.

License Compliance

If you have created License assets for software, this widget shows the number of Agent-managed devices that have a particular licensed software installed, and the number of licenses available. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

License assets can be created for applications listed on the Software page and the Software Catalog page, and the license mode for applications must be Unit License or Enterprise for license information to appear on this widget. Applications with other license modes, such as Shareware, Freeware, or Not Specified, are not displayed on this widget.

This widget is for information only, and the KACE SMA does not enforce license compliance. For example, the appliance does not prevent software from being installed on Agent-managed devices if a license is expired or otherwise out of compliance.

The following colors indicate threshold levels:

Red: Usage is at or above the critical threshold setting.
Orange: Usage is at or above the warning threshold setting but below the critical threshold setting.
Green: Usage is below the warning threshold setting.

To change the threshold levels, see Configure appliance General Settings without the Organization component.

For information about managing License assets, see Managing inventory.

Software Titles

This widget displays the software titles defined in the Software Catalog, with the highest number of installations on managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Software Publishers

This widget displays the publishers defined in the Software Catalog, with the highest number of software titles installed on managed devices. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

Assets by Location

This widget shows a donut chart, where each section of the chart indicates the percentage of your assets by their location. Hovering over each section of the chart displays the percentage of the assets in the selected location.

Software Installed But Not Used in 60 Days

This widget shows a bar chart, where each bar represents a software title and the corresponding number of instances of that product that have not been in use in the last 60 days. You can use this information to further investigate whether these titles are needed, to reassign or uninstall unused software, and to redirect your resource where they are most needed.

Expiring Software License Maintenance

This widget shows a vertical bar chart, where each bar represents the number of software licenses that are about expire in the given time period.

Expired Software License Maintenance

This widget shows a donut chart representing the ration of expired and current licenses. Hovering over each section of the chart displays the percentage of the software licenses that are either expired or current, as selected.

Expiring Contracts

This widget shows a vertical bar chart, where each bar represents the number of contracts that are about expire in the given time period.

Expired Contracts

This widget shows a donut chart representing the ration of expired and current contracts. Hovering over each section of the chart displays the percentage of the contracts that are either expired or current, as selected.

Software License Configuration

If you set up License assets for software, and specify the license type, such as site, subscription, or unit, that information is displayed in this widget. If the Organization component is enabled on your appliance, the widget shows the information for the selected organization.

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