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

Add a Smart Label for critical OS patches

Using Smart Labels for patching

You can use Smart Labels to automatically group patches and devices. You can also label patches and devices manually, but Smart Labels are usually more efficient because they are applied and removed automatically.

For example, you can create a Smart Label that matches all Windows 7 patches. Each time one of these patches becomes available to the appliance, the label is applied to the patch. If you set up a patching schedule to automatically detect and deploy devices with this label, the patch is automatically deployed to Windows 7 machines in inventory.

You can create a labeling scheme that organizes patches by operating system and importance, such as P (Patch) Operating System Importance. For example:

Similarly, you create device Smart Labels to specify the devices (D), on which you want to install patches:

The appliance evaluates the information provided by the Agents when they check in, and it applies device Smart Labels if the data matches the label criteria.

Patch Smart Labels are immediately applied to existing patches that meet the criteria. The label is added to new patches that meet the criteria when they are downloaded.

Add a Smart Label for critical OS patches

You can create a Smart Label to identify critical OS (operating system) patches.

1.
Go to the Patch Catalog list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_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.
c.
On the Patch Management panel, click Catalog.
2.
Click the Smart Label tab above the list on the right.
The Smart Label panel appears.

The image displays the Smart Label panel with search criteria entered.

b.
Click Add Line, then specify criteria that identify critical patches:
c.
Click Add Line, then specify criteria that identify Windows patches:
d.
Click Add Line, then specify criteria that identify operating system patches:
4.
Click Test to display items that match the search criteria.
6.
In the Choose label drop-down list, do one of the following:
Select an existing label to associate with the Smart Label. Type in the Choose label field to search for existing labels.
Enter a new name for the Smart Label in the Choose label field, then press Enter or Return.
NOTE: Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field.
7.
Click Save.

The Smart Label is applied to existing patches that meet the criteria. The label is added to new patches that meet the criteria when they are downloaded.

Subscribe to patches. See Subscribing to and downloading patches.

Add a Smart Label for new patches

You can create a Smart Label to quickly identify new patches that must be deployed.

1.
Go to the Patch Catalog list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_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.
c.
On the Patch Management panel, click Catalog.
2.
Click the Smart Label tab above the list on the right.
The Smart Label panel appears.

The image displays the Smart Label panel with search criteria entered.

b.
Click Add Line, then specify criteria that identify non-critical patches:
c.
Click Add Line, then specify criteria that identify active patches:
4.
Click Test.
5.
In the Choose label drop-down list, do one of the following:
Select an existing label to associate with the Smart Label. Type in the Choose label field to search for existing labels.
Enter a new name for the Smart Label in the Choose label field, then press Enter or Return.
NOTE: Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field.
6.
Click Save.

The Smart Label is applied to existing patches that meet the criteria. The label is added to new patches that meet the criteria when they are downloaded.

Subscribe to patches. See Subscribing to and downloading patches.

Add a Smart Label for new patches

Using Smart Labels for patching

You can use Smart Labels to automatically group patches and devices. You can also label patches and devices manually, but Smart Labels are usually more efficient because they are applied and removed automatically.

For example, you can create a Smart Label that matches all Windows 7 patches. Each time one of these patches becomes available to the appliance, the label is applied to the patch. If you set up a patching schedule to automatically detect and deploy devices with this label, the patch is automatically deployed to Windows 7 machines in inventory.

You can create a labeling scheme that organizes patches by operating system and importance, such as P (Patch) Operating System Importance. For example:

Similarly, you create device Smart Labels to specify the devices (D), on which you want to install patches:

The appliance evaluates the information provided by the Agents when they check in, and it applies device Smart Labels if the data matches the label criteria.

Patch Smart Labels are immediately applied to existing patches that meet the criteria. The label is added to new patches that meet the criteria when they are downloaded.

Add a Smart Label for critical OS patches

You can create a Smart Label to identify critical OS (operating system) patches.

1.
Go to the Patch Catalog list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_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.
c.
On the Patch Management panel, click Catalog.
2.
Click the Smart Label tab above the list on the right.
The Smart Label panel appears.

The image displays the Smart Label panel with search criteria entered.

b.
Click Add Line, then specify criteria that identify critical patches:
c.
Click Add Line, then specify criteria that identify Windows patches:
d.
Click Add Line, then specify criteria that identify operating system patches:
4.
Click Test to display items that match the search criteria.
6.
In the Choose label drop-down list, do one of the following:
Select an existing label to associate with the Smart Label. Type in the Choose label field to search for existing labels.
Enter a new name for the Smart Label in the Choose label field, then press Enter or Return.
NOTE: Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field.
7.
Click Save.

The Smart Label is applied to existing patches that meet the criteria. The label is added to new patches that meet the criteria when they are downloaded.

Subscribe to patches. See Subscribing to and downloading patches.

Add a Smart Label for new patches

You can create a Smart Label to quickly identify new patches that must be deployed.

1.
Go to the Patch Catalog list:
a.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_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.
c.
On the Patch Management panel, click Catalog.
2.
Click the Smart Label tab above the list on the right.
The Smart Label panel appears.

The image displays the Smart Label panel with search criteria entered.

b.
Click Add Line, then specify criteria that identify non-critical patches:
c.
Click Add Line, then specify criteria that identify active patches:
4.
Click Test.
5.
In the Choose label drop-down list, do one of the following:
Select an existing label to associate with the Smart Label. Type in the Choose label field to search for existing labels.
Enter a new name for the Smart Label in the Choose label field, then press Enter or Return.
NOTE: Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field.
6.
Click Save.

The Smart Label is applied to existing patches that meet the criteria. The label is added to new patches that meet the criteria when they are downloaded.

Subscribe to patches. See Subscribing to and downloading patches.

Using Smart Labels with Discovery Results

Using Smart Labels with Discovery Results

Smart Labels can be used to automatically assign labels to Discovery Results that meet specified criteria. This includes DNS, Socket, and SNMP results across a single subnet or multiple subnets.

Add Discovery Results Smart Labels

You can add Smart Labels for Discovery Results to group and manage results.

1.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_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.
2.
Select Inventory > Discovery Results to display the Discovery Results page.
3.
Click the Smart Label tab above the list on the right to display the Smart Label panel.

The Smart Label panel contains a number of drop-down lists that you can use to specify criteria.

5.
Click Test to display items that match the search criteria.
7.
In the Choose label drop-down list, do one of the following:
Select an existing label to associate with the Smart Label. Type in the Choose label field to search for existing labels.
Enter a new name for the Smart Label in the Choose label field, then press Enter or Return.
NOTE: Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field.
8.
Click Save.

The Smart Label is automatically applied to or removed from Discovery Results that meet the specified criteria. The next time the Discovery Schedule runs, the Smart Label is applied to discovered devices.

Changing the run order of Discovery Results Smart Labels

You can specify the order in which Smart Labels run by changing their order values.

Smart Labels have a default order value of 100, and Smart Labels with lower values run before those with higher values. See Assign the Smart Label run order.

Add Discovery Results Smart Labels

Using Smart Labels with Discovery Results

Smart Labels can be used to automatically assign labels to Discovery Results that meet specified criteria. This includes DNS, Socket, and SNMP results across a single subnet or multiple subnets.

Add Discovery Results Smart Labels

You can add Smart Labels for Discovery Results to group and manage results.

1.
Log in to the KACE SMA Administrator Console, http://KACE_SMA_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.
2.
Select Inventory > Discovery Results to display the Discovery Results page.
3.
Click the Smart Label tab above the list on the right to display the Smart Label panel.

The Smart Label panel contains a number of drop-down lists that you can use to specify criteria.

5.
Click Test to display items that match the search criteria.
7.
In the Choose label drop-down list, do one of the following:
Select an existing label to associate with the Smart Label. Type in the Choose label field to search for existing labels.
Enter a new name for the Smart Label in the Choose label field, then press Enter or Return.
NOTE: Press Enter or Return after you enter a new Smart Label name to move the text from the search field to the label field.
8.
Click Save.

The Smart Label is automatically applied to or removed from Discovery Results that meet the specified criteria. The next time the Discovery Schedule runs, the Smart Label is applied to discovered devices.

Changing the run order of Discovery Results Smart Labels

You can specify the order in which Smart Labels run by changing their order values.

Smart Labels have a default order value of 100, and Smart Labels with lower values run before those with higher values. See Assign the Smart Label run order.

Documents connexes