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KACE Systems Management Appliance 14.0 Common Documents - KACE Service Desk Administrator Guide

About the KACE Service Desk 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 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 Configuring Content Security Policy
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 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 Manage quarantined file attachments
Using reports and scheduling notifications Monitoring devices
Getting started with 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

Enable metering on devices using manual labels

Enabling and configuring metering for devices and applications

Choosing the devices and applications to meter
Enabling metering on devices
Enable metering on devices using manual labels
Enable metering on devices using Smart Labels
Enable metering for Software Catalog applications
Configure options for metering Software Catalog applications

To obtain metering information for Software Catalog applications, you need to enable metering for applications and for the devices on which those applications are installed.

Choosing the devices and applications to meter

Enabling metering on devices simply makes it possible to collect metering information, and it does not significantly increase server or network activity.

Therefore, Quest recommends that you enable metering for all of the Windows and Mac devices you manage. However, be selective when choosing the applications that you want to meter. Storing the metering information for a large number of applications could significantly increase disk space requirements and impact system performance.

Enabling metering on devices

To enable software metering on a managed devices, you need to apply a metering-enabled label to the devices.

To apply a metering-enabled label to devices, do one of the following:

•
Apply the built-in label, MeteredDevices, to your devices. This label has the metering option enabled. See Setting up and using labels to manage groups of items.
•
Create a manual label for metering and apply it to devices. See Enable metering on devices using manual labels.
•
Create a Smart Label for metering (applied to devices automatically). See Disable metering for devices using Smart Labels.
Tip:
 
TIP: To enable metering on managed devices, you can use manual labels or Smart Labels, but you must use labels. Metering can be enabled at the label level only; metering cannot be enabled in the settings of individual devices.
Enable metering on devices using manual labels

To enable metering on devices, you can enable metering for a manual label, and then apply that label to devices.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Labels.
2.
Select Choose Action > New Manual Label to display the Label Detail page.
Tip:
 
TIP: Avoid using backslashes (\) in label names. If you need to use a backslash in a label name, add a second backslash (\\) to escape it.
3.
Provide the following information:

Option

Description

Name

The name of the label.

Description

Any additional information you want to provide.

Alternate Location

(Optional) The alternate download location for Managed Installations, File Synchronizations, and other deployments that are performed on items assigned to this label. The location you specify replaces the string KACE_ALT_LOCATION.

CAUTION:
 
CAUTION: You should not have a device in two labels that both specify a value in this field.

Path

If you specify an alternate download location, specify the path to the location.

Login

Password

If you specify an alternate download location, specify the username and password for the location.

Restrict Label Usage To

The type of label. To create a label that enables metering, select the Device Inventory check box. You can select additional label types as needed, but Metering can be enabled only if the Devices label type is selected.

Meter Software Usage

Enable metering on devices that have the label assigned. This enables metering on the devices only. To meter software, you need to also enable metering for individual applications.

Allow Application Control

Enable Application Control on devices. Software marked as Not Allowed is prevented from running on devices to which the label is applied.

See Using Application Control.

Label Group

(Optional) The label group to which the label is assigned. To assign the label to a label group, click Edit next to the Label Group field, then select a label group. This is useful if you have a large number of labels and you want to organize them into sub-labels. For example, you could include the labels of your licensed applications in a group label named Licenses. In addition, labels inherit any restrictions of the groups to which they belong.

4.
Click Save.
The Labels page appears, and the new label appears on the list. The metering icon appears in the metering column next to the label: .
5.
Manually apply the label to managed devices:
a.
Click Inventory > Devices.
The Devices page appears.
b.
Select the check box next to one or more devices.
c.
Select Choose Action > Apply Labels.
One of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but that device has not yet reported metering information to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering on devices using Smart Labels

You can enable metering using Smart Labels provided that the Smart Label is a device label.

Smart Labels are applied to and removed from managed devices when the appliance processes device inventory. So if you create a Smart Label that enables metering on devices, it might take time for the Smart Label to be applied to devices and for devices to report metering information. Metering is enabled for devices that match the Smart Label criteria only after devices are inventoried and the Smart Label is applied.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Smart Labels.
2.
Select Choose Action > New > Device Smart Label to display the device Smart Label panel.
3.
Specify the search criteria using the available fields.
◦
To add a row, click Add line.
◦
To add a subset of rules, select AND or OR from the operator drop-down list at the right of the Smart Label criteria, then click Add Group.The image displays the Smart Label panel with search criteria entered.
4.
Click Test to display items that match the specified criteria.
5.
Adjust the criteria as needed until the results are what you expect.
6.
Select the Metering Enabled check box near the Smart Label 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.
* 
NOTE: If you select a label group instead of a label, you will not be able to apply the Smart Label to a patching schedule. Patching schedules can only use Smart Labels based on a single item.
◦
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.
When managed devices are inventoried, the Smart Label is applied if the devices match the specified criteria. When the label is applied to a device, one of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but metering information is not yet available to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering for Software Catalog applications

You can enable metering for applications that are listed as Discovered or Not Discovered in the Software Catalog, as well as for applications that are Locally Cataloged. When you enable metering for applications, those applications are identified as metered.

However, you also need to enable metering for the devices on which the applications are installed. In other words, you have to enable metering both on the device and on the application to obtain metering information.

When metering is enabled for an application, and for devices on which the application is installed, metering information is displayed on the Software Catalog Detail page for the application. Metering information is also displayed on the detail page of managed devices that have the application installed. See Viewing Software Catalog metering information.

CAUTION:
 
CAUTION: Metering is not available for operating system software, applications installed on unsupported operating systems, such as Linux, or for applications that are listed as Uncataloged in the Software Catalog. However, you can enable metering for Uncataloged applications after you add the applications to the local version of the Software Catalog.
1.
Go to the Software Catalog 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 Inventory, then click Software Catalog.
2.
Select the check box next to an application that is Discovered, or Not Discovered.
3.
Select Choose Action > Enable Metering.

A metering icon appears in the metering column next to the selected applications: . Provided that metering is enabled for devices with the application installed, metering information is reported according to the metering schedule. See:

•
Enabling metering on devices
•
Configure options for metering Software Catalog applications
Configure options for metering Software Catalog applications

You can configure metering options, such as the frequency at which metering information is gathered, and the length of time metering information is retained in the appliance database.

If the Organization component is enabled on your appliance, you configure settings for each organization separately.

1.
Do one of the following:
◦
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.

2.
In the Agent and Communication Settings section, specify the following settings:

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 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.

3.
Click Save.
4.
To configure data retention settings for metering, go to the Admin-level General Settings page:
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 General Settings.
5.
In the Data Retention section, select the options for retaining data on the appliance.

Option

Description

Retain Metering Data

The number of months that metering data is retained in the appliance database. Metering data that is older than the selected number of months is deleted from the database on the first day of every month. See About metering information.

6.
At the bottom of the page, click Save or Save and Restart Services, depending on whether the Organization component is enabled on your appliance.
7.
If you have multiple organizations, repeat the preceding steps for each organization.

Enable metering on devices using Smart Labels

Enabling and configuring metering for devices and applications

Choosing the devices and applications to meter
Enabling metering on devices
Enable metering on devices using manual labels
Enable metering on devices using Smart Labels
Enable metering for Software Catalog applications
Configure options for metering Software Catalog applications

To obtain metering information for Software Catalog applications, you need to enable metering for applications and for the devices on which those applications are installed.

Choosing the devices and applications to meter

Enabling metering on devices simply makes it possible to collect metering information, and it does not significantly increase server or network activity.

Therefore, Quest recommends that you enable metering for all of the Windows and Mac devices you manage. However, be selective when choosing the applications that you want to meter. Storing the metering information for a large number of applications could significantly increase disk space requirements and impact system performance.

Enabling metering on devices

To enable software metering on a managed devices, you need to apply a metering-enabled label to the devices.

To apply a metering-enabled label to devices, do one of the following:

•
Apply the built-in label, MeteredDevices, to your devices. This label has the metering option enabled. See Setting up and using labels to manage groups of items.
•
Create a manual label for metering and apply it to devices. See Enable metering on devices using manual labels.
•
Create a Smart Label for metering (applied to devices automatically). See Disable metering for devices using Smart Labels.
Tip:
 
TIP: To enable metering on managed devices, you can use manual labels or Smart Labels, but you must use labels. Metering can be enabled at the label level only; metering cannot be enabled in the settings of individual devices.
Enable metering on devices using manual labels

To enable metering on devices, you can enable metering for a manual label, and then apply that label to devices.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Labels.
2.
Select Choose Action > New Manual Label to display the Label Detail page.
Tip:
 
TIP: Avoid using backslashes (\) in label names. If you need to use a backslash in a label name, add a second backslash (\\) to escape it.
3.
Provide the following information:

Option

Description

Name

The name of the label.

Description

Any additional information you want to provide.

Alternate Location

(Optional) The alternate download location for Managed Installations, File Synchronizations, and other deployments that are performed on items assigned to this label. The location you specify replaces the string KACE_ALT_LOCATION.

CAUTION:
 
CAUTION: You should not have a device in two labels that both specify a value in this field.

Path

If you specify an alternate download location, specify the path to the location.

Login

Password

If you specify an alternate download location, specify the username and password for the location.

Restrict Label Usage To

The type of label. To create a label that enables metering, select the Device Inventory check box. You can select additional label types as needed, but Metering can be enabled only if the Devices label type is selected.

Meter Software Usage

Enable metering on devices that have the label assigned. This enables metering on the devices only. To meter software, you need to also enable metering for individual applications.

Allow Application Control

Enable Application Control on devices. Software marked as Not Allowed is prevented from running on devices to which the label is applied.

See Using Application Control.

Label Group

(Optional) The label group to which the label is assigned. To assign the label to a label group, click Edit next to the Label Group field, then select a label group. This is useful if you have a large number of labels and you want to organize them into sub-labels. For example, you could include the labels of your licensed applications in a group label named Licenses. In addition, labels inherit any restrictions of the groups to which they belong.

4.
Click Save.
The Labels page appears, and the new label appears on the list. The metering icon appears in the metering column next to the label: .
5.
Manually apply the label to managed devices:
a.
Click Inventory > Devices.
The Devices page appears.
b.
Select the check box next to one or more devices.
c.
Select Choose Action > Apply Labels.
One of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but that device has not yet reported metering information to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering on devices using Smart Labels

You can enable metering using Smart Labels provided that the Smart Label is a device label.

Smart Labels are applied to and removed from managed devices when the appliance processes device inventory. So if you create a Smart Label that enables metering on devices, it might take time for the Smart Label to be applied to devices and for devices to report metering information. Metering is enabled for devices that match the Smart Label criteria only after devices are inventoried and the Smart Label is applied.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Smart Labels.
2.
Select Choose Action > New > Device Smart Label to display the device Smart Label panel.
3.
Specify the search criteria using the available fields.
◦
To add a row, click Add line.
◦
To add a subset of rules, select AND or OR from the operator drop-down list at the right of the Smart Label criteria, then click Add Group.The image displays the Smart Label panel with search criteria entered.
4.
Click Test to display items that match the specified criteria.
5.
Adjust the criteria as needed until the results are what you expect.
6.
Select the Metering Enabled check box near the Smart Label 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.
* 
NOTE: If you select a label group instead of a label, you will not be able to apply the Smart Label to a patching schedule. Patching schedules can only use Smart Labels based on a single item.
◦
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.
When managed devices are inventoried, the Smart Label is applied if the devices match the specified criteria. When the label is applied to a device, one of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but metering information is not yet available to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering for Software Catalog applications

You can enable metering for applications that are listed as Discovered or Not Discovered in the Software Catalog, as well as for applications that are Locally Cataloged. When you enable metering for applications, those applications are identified as metered.

However, you also need to enable metering for the devices on which the applications are installed. In other words, you have to enable metering both on the device and on the application to obtain metering information.

When metering is enabled for an application, and for devices on which the application is installed, metering information is displayed on the Software Catalog Detail page for the application. Metering information is also displayed on the detail page of managed devices that have the application installed. See Viewing Software Catalog metering information.

CAUTION:
 
CAUTION: Metering is not available for operating system software, applications installed on unsupported operating systems, such as Linux, or for applications that are listed as Uncataloged in the Software Catalog. However, you can enable metering for Uncataloged applications after you add the applications to the local version of the Software Catalog.
1.
Go to the Software Catalog 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 Inventory, then click Software Catalog.
2.
Select the check box next to an application that is Discovered, or Not Discovered.
3.
Select Choose Action > Enable Metering.

A metering icon appears in the metering column next to the selected applications: . Provided that metering is enabled for devices with the application installed, metering information is reported according to the metering schedule. See:

•
Enabling metering on devices
•
Configure options for metering Software Catalog applications
Configure options for metering Software Catalog applications

You can configure metering options, such as the frequency at which metering information is gathered, and the length of time metering information is retained in the appliance database.

If the Organization component is enabled on your appliance, you configure settings for each organization separately.

1.
Do one of the following:
◦
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.

2.
In the Agent and Communication Settings section, specify the following settings:

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 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.

3.
Click Save.
4.
To configure data retention settings for metering, go to the Admin-level General Settings page:
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 General Settings.
5.
In the Data Retention section, select the options for retaining data on the appliance.

Option

Description

Retain Metering Data

The number of months that metering data is retained in the appliance database. Metering data that is older than the selected number of months is deleted from the database on the first day of every month. See About metering information.

6.
At the bottom of the page, click Save or Save and Restart Services, depending on whether the Organization component is enabled on your appliance.
7.
If you have multiple organizations, repeat the preceding steps for each organization.

Enable metering for Software Catalog applications

Enabling and configuring metering for devices and applications

Choosing the devices and applications to meter
Enabling metering on devices
Enable metering on devices using manual labels
Enable metering on devices using Smart Labels
Enable metering for Software Catalog applications
Configure options for metering Software Catalog applications

To obtain metering information for Software Catalog applications, you need to enable metering for applications and for the devices on which those applications are installed.

Choosing the devices and applications to meter

Enabling metering on devices simply makes it possible to collect metering information, and it does not significantly increase server or network activity.

Therefore, Quest recommends that you enable metering for all of the Windows and Mac devices you manage. However, be selective when choosing the applications that you want to meter. Storing the metering information for a large number of applications could significantly increase disk space requirements and impact system performance.

Enabling metering on devices

To enable software metering on a managed devices, you need to apply a metering-enabled label to the devices.

To apply a metering-enabled label to devices, do one of the following:

•
Apply the built-in label, MeteredDevices, to your devices. This label has the metering option enabled. See Setting up and using labels to manage groups of items.
•
Create a manual label for metering and apply it to devices. See Enable metering on devices using manual labels.
•
Create a Smart Label for metering (applied to devices automatically). See Disable metering for devices using Smart Labels.
Tip:
 
TIP: To enable metering on managed devices, you can use manual labels or Smart Labels, but you must use labels. Metering can be enabled at the label level only; metering cannot be enabled in the settings of individual devices.
Enable metering on devices using manual labels

To enable metering on devices, you can enable metering for a manual label, and then apply that label to devices.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Labels.
2.
Select Choose Action > New Manual Label to display the Label Detail page.
Tip:
 
TIP: Avoid using backslashes (\) in label names. If you need to use a backslash in a label name, add a second backslash (\\) to escape it.
3.
Provide the following information:

Option

Description

Name

The name of the label.

Description

Any additional information you want to provide.

Alternate Location

(Optional) The alternate download location for Managed Installations, File Synchronizations, and other deployments that are performed on items assigned to this label. The location you specify replaces the string KACE_ALT_LOCATION.

CAUTION:
 
CAUTION: You should not have a device in two labels that both specify a value in this field.

Path

If you specify an alternate download location, specify the path to the location.

Login

Password

If you specify an alternate download location, specify the username and password for the location.

Restrict Label Usage To

The type of label. To create a label that enables metering, select the Device Inventory check box. You can select additional label types as needed, but Metering can be enabled only if the Devices label type is selected.

Meter Software Usage

Enable metering on devices that have the label assigned. This enables metering on the devices only. To meter software, you need to also enable metering for individual applications.

Allow Application Control

Enable Application Control on devices. Software marked as Not Allowed is prevented from running on devices to which the label is applied.

See Using Application Control.

Label Group

(Optional) The label group to which the label is assigned. To assign the label to a label group, click Edit next to the Label Group field, then select a label group. This is useful if you have a large number of labels and you want to organize them into sub-labels. For example, you could include the labels of your licensed applications in a group label named Licenses. In addition, labels inherit any restrictions of the groups to which they belong.

4.
Click Save.
The Labels page appears, and the new label appears on the list. The metering icon appears in the metering column next to the label: .
5.
Manually apply the label to managed devices:
a.
Click Inventory > Devices.
The Devices page appears.
b.
Select the check box next to one or more devices.
c.
Select Choose Action > Apply Labels.
One of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but that device has not yet reported metering information to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering on devices using Smart Labels

You can enable metering using Smart Labels provided that the Smart Label is a device label.

Smart Labels are applied to and removed from managed devices when the appliance processes device inventory. So if you create a Smart Label that enables metering on devices, it might take time for the Smart Label to be applied to devices and for devices to report metering information. Metering is enabled for devices that match the Smart Label criteria only after devices are inventoried and the Smart Label is applied.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Smart Labels.
2.
Select Choose Action > New > Device Smart Label to display the device Smart Label panel.
3.
Specify the search criteria using the available fields.
◦
To add a row, click Add line.
◦
To add a subset of rules, select AND or OR from the operator drop-down list at the right of the Smart Label criteria, then click Add Group.The image displays the Smart Label panel with search criteria entered.
4.
Click Test to display items that match the specified criteria.
5.
Adjust the criteria as needed until the results are what you expect.
6.
Select the Metering Enabled check box near the Smart Label 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.
* 
NOTE: If you select a label group instead of a label, you will not be able to apply the Smart Label to a patching schedule. Patching schedules can only use Smart Labels based on a single item.
◦
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.
When managed devices are inventoried, the Smart Label is applied if the devices match the specified criteria. When the label is applied to a device, one of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but metering information is not yet available to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering for Software Catalog applications

You can enable metering for applications that are listed as Discovered or Not Discovered in the Software Catalog, as well as for applications that are Locally Cataloged. When you enable metering for applications, those applications are identified as metered.

However, you also need to enable metering for the devices on which the applications are installed. In other words, you have to enable metering both on the device and on the application to obtain metering information.

When metering is enabled for an application, and for devices on which the application is installed, metering information is displayed on the Software Catalog Detail page for the application. Metering information is also displayed on the detail page of managed devices that have the application installed. See Viewing Software Catalog metering information.

CAUTION:
 
CAUTION: Metering is not available for operating system software, applications installed on unsupported operating systems, such as Linux, or for applications that are listed as Uncataloged in the Software Catalog. However, you can enable metering for Uncataloged applications after you add the applications to the local version of the Software Catalog.
1.
Go to the Software Catalog 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 Inventory, then click Software Catalog.
2.
Select the check box next to an application that is Discovered, or Not Discovered.
3.
Select Choose Action > Enable Metering.

A metering icon appears in the metering column next to the selected applications: . Provided that metering is enabled for devices with the application installed, metering information is reported according to the metering schedule. See:

•
Enabling metering on devices
•
Configure options for metering Software Catalog applications
Configure options for metering Software Catalog applications

You can configure metering options, such as the frequency at which metering information is gathered, and the length of time metering information is retained in the appliance database.

If the Organization component is enabled on your appliance, you configure settings for each organization separately.

1.
Do one of the following:
◦
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.

2.
In the Agent and Communication Settings section, specify the following settings:

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 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.

3.
Click Save.
4.
To configure data retention settings for metering, go to the Admin-level General Settings page:
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 General Settings.
5.
In the Data Retention section, select the options for retaining data on the appliance.

Option

Description

Retain Metering Data

The number of months that metering data is retained in the appliance database. Metering data that is older than the selected number of months is deleted from the database on the first day of every month. See About metering information.

6.
At the bottom of the page, click Save or Save and Restart Services, depending on whether the Organization component is enabled on your appliance.
7.
If you have multiple organizations, repeat the preceding steps for each organization.

Configure options for metering Software Catalog applications

Enabling and configuring metering for devices and applications

Choosing the devices and applications to meter
Enabling metering on devices
Enable metering on devices using manual labels
Enable metering on devices using Smart Labels
Enable metering for Software Catalog applications
Configure options for metering Software Catalog applications

To obtain metering information for Software Catalog applications, you need to enable metering for applications and for the devices on which those applications are installed.

Choosing the devices and applications to meter

Enabling metering on devices simply makes it possible to collect metering information, and it does not significantly increase server or network activity.

Therefore, Quest recommends that you enable metering for all of the Windows and Mac devices you manage. However, be selective when choosing the applications that you want to meter. Storing the metering information for a large number of applications could significantly increase disk space requirements and impact system performance.

Enabling metering on devices

To enable software metering on a managed devices, you need to apply a metering-enabled label to the devices.

To apply a metering-enabled label to devices, do one of the following:

•
Apply the built-in label, MeteredDevices, to your devices. This label has the metering option enabled. See Setting up and using labels to manage groups of items.
•
Create a manual label for metering and apply it to devices. See Enable metering on devices using manual labels.
•
Create a Smart Label for metering (applied to devices automatically). See Disable metering for devices using Smart Labels.
Tip:
 
TIP: To enable metering on managed devices, you can use manual labels or Smart Labels, but you must use labels. Metering can be enabled at the label level only; metering cannot be enabled in the settings of individual devices.
Enable metering on devices using manual labels

To enable metering on devices, you can enable metering for a manual label, and then apply that label to devices.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Labels.
2.
Select Choose Action > New Manual Label to display the Label Detail page.
Tip:
 
TIP: Avoid using backslashes (\) in label names. If you need to use a backslash in a label name, add a second backslash (\\) to escape it.
3.
Provide the following information:

Option

Description

Name

The name of the label.

Description

Any additional information you want to provide.

Alternate Location

(Optional) The alternate download location for Managed Installations, File Synchronizations, and other deployments that are performed on items assigned to this label. The location you specify replaces the string KACE_ALT_LOCATION.

CAUTION:
 
CAUTION: You should not have a device in two labels that both specify a value in this field.

Path

If you specify an alternate download location, specify the path to the location.

Login

Password

If you specify an alternate download location, specify the username and password for the location.

Restrict Label Usage To

The type of label. To create a label that enables metering, select the Device Inventory check box. You can select additional label types as needed, but Metering can be enabled only if the Devices label type is selected.

Meter Software Usage

Enable metering on devices that have the label assigned. This enables metering on the devices only. To meter software, you need to also enable metering for individual applications.

Allow Application Control

Enable Application Control on devices. Software marked as Not Allowed is prevented from running on devices to which the label is applied.

See Using Application Control.

Label Group

(Optional) The label group to which the label is assigned. To assign the label to a label group, click Edit next to the Label Group field, then select a label group. This is useful if you have a large number of labels and you want to organize them into sub-labels. For example, you could include the labels of your licensed applications in a group label named Licenses. In addition, labels inherit any restrictions of the groups to which they belong.

4.
Click Save.
The Labels page appears, and the new label appears on the list. The metering icon appears in the metering column next to the label: .
5.
Manually apply the label to managed devices:
a.
Click Inventory > Devices.
The Devices page appears.
b.
Select the check box next to one or more devices.
c.
Select Choose Action > Apply Labels.
One of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but that device has not yet reported metering information to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering on devices using Smart Labels

You can enable metering using Smart Labels provided that the Smart Label is a device label.

Smart Labels are applied to and removed from managed devices when the appliance processes device inventory. So if you create a Smart Label that enables metering on devices, it might take time for the Smart Label to be applied to devices and for devices to report metering information. Metering is enabled for devices that match the Smart Label criteria only after devices are inventoried and the Smart Label is applied.

1.
Go to the Smart Labels 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, in the Home section, click Label Management.
c.
On the Label Management panel, click Smart Labels.
2.
Select Choose Action > New > Device Smart Label to display the device Smart Label panel.
3.
Specify the search criteria using the available fields.
◦
To add a row, click Add line.
◦
To add a subset of rules, select AND or OR from the operator drop-down list at the right of the Smart Label criteria, then click Add Group.The image displays the Smart Label panel with search criteria entered.
4.
Click Test to display items that match the specified criteria.
5.
Adjust the criteria as needed until the results are what you expect.
6.
Select the Metering Enabled check box near the Smart Label 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.
* 
NOTE: If you select a label group instead of a label, you will not be able to apply the Smart Label to a patching schedule. Patching schedules can only use Smart Labels based on a single item.
◦
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.
When managed devices are inventoried, the Smart Label is applied if the devices match the specified criteria. When the label is applied to a device, one of the following metering icons appears next to the device name on the Devices list:

Icon

Description

Metering is enabled on the device, and the KACE Agent is scheduled to report metering information for Software Catalog applications that also have metering enabled. See Enabling and configuring metering for devices and applications.

It might take as long as 24 hours for the appliance to display metering information in the Administrator Console, depending on the metering interval. To change the metering interval, see Enable metering for Software Catalog applications.

Metering is scheduled to begin. This icon appears when the metering label is applied to a device, but metering information is not yet available to the appliance. If the metering label has been applied to devices running Linux or other operating systems that are not supported, metering icons are not displayed.

Enable metering for Software Catalog applications

You can enable metering for applications that are listed as Discovered or Not Discovered in the Software Catalog, as well as for applications that are Locally Cataloged. When you enable metering for applications, those applications are identified as metered.

However, you also need to enable metering for the devices on which the applications are installed. In other words, you have to enable metering both on the device and on the application to obtain metering information.

When metering is enabled for an application, and for devices on which the application is installed, metering information is displayed on the Software Catalog Detail page for the application. Metering information is also displayed on the detail page of managed devices that have the application installed. See Viewing Software Catalog metering information.

CAUTION:
 
CAUTION: Metering is not available for operating system software, applications installed on unsupported operating systems, such as Linux, or for applications that are listed as Uncataloged in the Software Catalog. However, you can enable metering for Uncataloged applications after you add the applications to the local version of the Software Catalog.
1.
Go to the Software Catalog 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 Inventory, then click Software Catalog.
2.
Select the check box next to an application that is Discovered, or Not Discovered.
3.
Select Choose Action > Enable Metering.

A metering icon appears in the metering column next to the selected applications: . Provided that metering is enabled for devices with the application installed, metering information is reported according to the metering schedule. See:

•
Enabling metering on devices
•
Configure options for metering Software Catalog applications
Configure options for metering Software Catalog applications

You can configure metering options, such as the frequency at which metering information is gathered, and the length of time metering information is retained in the appliance database.

If the Organization component is enabled on your appliance, you configure settings for each organization separately.

1.
Do one of the following:
◦
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.

2.
In the Agent and Communication Settings section, specify the following settings:

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 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.

3.
Click Save.
4.
To configure data retention settings for metering, go to the Admin-level General Settings page:
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 General Settings.
5.
In the Data Retention section, select the options for retaining data on the appliance.

Option

Description

Retain Metering Data

The number of months that metering data is retained in the appliance database. Metering data that is older than the selected number of months is deleted from the database on the first day of every month. See About metering information.

6.
At the bottom of the page, click Save or Save and Restart Services, depending on whether the Organization component is enabled on your appliance.
7.
If you have multiple organizations, repeat the preceding steps for each organization.
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