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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

Customizing logos used for reports

Customizing logos used for reports

Reports use the Quest logo by default, but you can replace it with your own logo.

To upload your own logo, see the Logo Overrides sections in:

Create or modify linked reports

Create or modify linked reports

If your environment uses Federated KACE SMAs, you can create or modify linked reports that contain consolidated information from multiple appliances.

Enable linked reporting must be selected on the General Settings page. For more information, see Configure appliance General Settings with the Organization component enabled.
1.
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.
2.
On the left navigation bar, click Reporting, then click Linked Reports.
3.
On the Linked Reports list that appears, do one of the following:
The Edit Linked Report wizard appears, with the Title and Category page displayed.
4.
On the Title and Category page, provide the following information:

Option

Description

Title

The display name of the report, which appears on the report list. Make the title as descriptive as possible, so you can distinguish the report from others in the list.

Category

The category of the report. If the category does not already exist, it is added to the drop-down list on the Linked Reports page.

Description

A description of the report.

5.
Click Next.
6.
On the Appliances to Run On page that appears, select the organizations on each appliance on which you want to run the linked report.
NOTE: Do not select System together with one or more named organizations unless you are using a specific report definition for which that combination is valid.
7.
Click Next.
8.
On the Report Definition page that appears, use the drop-down controls to select the report definition to use to create the linked report.

The report definition specifies the table, fields, and processing data to use in the report. Some report definitions are included with the product, others can be created using the Reports page. For more information, see Creating and modifying reports.

Option

Description

Select Appliance

The drop-down list is populated with all appliances that are linked with the current appliance. Select the appliance that contains the required report definition. To choose the current appliance, select Local.

Select Organization

The drop-down list is populated with all organizations on the selected appliance. Select the organization that contains the required report definition. To choose the System-level organization, select System.

Select Category

The drop-down list is populated with the categories for all report definitions in the selected organization. If there are definitions without a category, they are listed under NONE. Select the required category.

Select Report Definitions

The report definition that is used to generate a linked report.

9.
Click Finish.
The Edit Linked Report wizard closes, and the newly created report appears in the Linked Reports list.
10.
To view the contents of the report, the Linked Reports list, in the Generate Report column, click the format in which you want to display the report.

Scheduling reports and notifications

Scheduling reports and notifications

You can schedule reports and notifications to monitor the activity on your KACE SMA.

Running single-organization and consolidated reports

Running single-organization and consolidated reports

If the Organization component is enabled on your appliance, and if you have multiple organizations on your appliance, you can run single-organization reports for each organization separately.

In addition, you can run consolidated reports that provide information for all organizations in a single report.

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