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

Load Smart Labels from the Advanced Search tab

Searching at the page level with advanced options

Advanced page-level Search enables you to search for information on the current page using various combinations of criteria. Advanced page-level Search is available on most list pages, such as the Devices page and the Software page.

Example: Search for managed devices using Advanced Search criteria

This example shows how to use Advanced page-level Search to find Windows devices that are running low on disk space.

When a scoped user performs an advanced search on devices, and their user role is associated with a Smart Label, the results only include the devices that are associated with the Smart Label. To see additional devices, you can change the scope of Smart Label, as needed. For more information on how to configure a device scope for a user role, see Add or edit User Roles. For details about Smart Labels, see Managing Smart Labels.

1.
Go to the Devices 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.
2.
Click the Advanced Search tab above the Devices list on the right.
The Advanced Search panel appears.

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

4.
With AND selected in the operator drop-down list, click Add Line to add a new line, then specify the criteria required to find devices that are low on disk space:
5.
Click Search.

The list is refreshed to show devices that match the specified criteria.

Add Smart Labels and Notifications using Advanced Search criteria

You can add Smart Labels and notifications using criteria in the Advanced Search panel.

When a scoped user performs an advanced search on devices, and their user role is associated with a Smart Label, the results only include the devices that are associated with the Smart Label. To see additional devices, you can change the scope of Smart Label, as needed. For more information on how to configure a device scope for a user role, see Add or edit User Roles. For details about Smart Labels, see Managing Smart Labels.

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.
3.
Click the Advanced Search tab above the list on the right and enter the search criteria.
4.
Click the Smart Label tab above the list on the right.
The Smart Label panel appears, and the selected search criteria remain available.

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

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 Create.
If a specific application Smart Label is edited using Home > Labels > Smart Labels, it is applied to or removed from all applications immediately.
Smart Labels are automatically applied to or removed from applications when the items are updated on the Inventory > Software page, based on whether the items meet the specified criteria.
7.
Click the Notification tab above the list on the right.
The Notification panel appears, and the selected search criteria remain available.

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

Field

Description

Title

The information that you want to appear in the Subject line of the email.

Recipient

The email address or addresses of intended recipients. Email addresses must be fully qualified email addresses. To send email to multiple addresses, use commas to separate each address, or use email distribution lists.

Frequency

The interval at which the appliance runs the query to compare the selected criteria with items in inventory. If criteria are met, the notification is sent.

9.
Optional: To verify the criteria, click Test Notification.
10.
Click Create Notification.

The notification is added and it appears on the Email Alerts page.

Load Smart Labels from the Advanced Search tab

You can load Smart Labels from list pages on which the Advanced Search tab is available.

When a scoped user performs an advanced search on devices, and their user role is associated with a Smart Label, the results only include the devices that are associated with the Smart Label. To see additional devices, you can change the scope of Smart Label, as needed. For more information on how to configure a device scope for a user role, see Add or edit User Roles. For details about Smart Labels, see Managing Smart Labels.

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.
Go to a list page. For example, click Inventory to display the Devices list.
3.
Click the Advanced Search tab above the list on the right to display the Advanced Search panel.
4.
At the top of the Advanced Search panel, in the Smart Label drop-down list, select the Smart Label you want to load.
The drop-down list shows Smart Labels that match the list page you are viewing. For example, on the Devices page, the drop-down list shows Device Smart Labels. In addition, labels are displayed only if the underlying SQL has not been edited outside of the Smart Label wizard. This is because the wizard cannot be used to display custom SQL.
5.
Click Load.

The criteria of the selected Smart Label appears in the Advanced Search panel.

Create Custom Views using Advanced Search criteria

Create Custom Views using Advanced Search criteria

You can create Custom Views using Advanced Search criteria. Custom Views display list items using predefined Advanced Search criteria. Custom Views are available on list pages such as the Software Catalog page, the Assets page, and the Service Desk Tickets page.

Custom Views are user-specific. Users cannot access the Custom Views that are created by other users.

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.
Go to a page that has the Custom View option, such as the Software Catalog page or the Assets page.
3.
Click the Advanced Search tab on the top-right corner of the page and enter the search criteria.
4.
Click the Custom View tab on the top-right corner of the page to display the Custom View panel.
5.
Select Custom View criteria. For example, to create a view on the Software Catalog page that displays all Windows devices that have metered applications in the category of Infrastructure Applications, do the following:
b.
With AND selected in the operator drop-down list, click Add Line to add a new line.
d.
With AND selected in the operator drop-down list, click Add Line to add a new line.

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

6.
Optional: Click Test to refresh the list to show items that match the specified criteria.
7.
In the View Name field, type a name for the Custom View, then click Create.

The Custom View appears in the View By drop-down list.

Access product documentation

Access product documentation

The Administrator Console provides access to help contents and documentation search. It also allows you to browse related Knowledge Base articles, and to chat with product specialists, when needed.

1.
Log in to the User Console, Administrator Console, or System Console.
2.
In the upper right of the Administrator Console, click Need Help.
A help pane appears on the right containing high-level information about the related Administrator Console page. The bottom of the help pane includes the following buttons:
Appliance Administrator Guide(): Provides access to the KACE System Management Appliance help contents.
Knowledge Base (): Allows you to browse the Knowledge Base articles associated with the related Administrator Console page.
NOTE: This option is only available in the Administrator Console and the System Console. It does not appear in the User Console.
Live Chat (): Starts a chat with a KACE System Management Appliance product specialist.
NOTE: This option is only available in the Administrator Console and the System Console. It does not appear in the User Console.
Open Ticket (): Links to the Support page (https://support.quest.com/create-service-request) that allows you to create a service request.
NOTE: This option is only available in the Administrator Console and the System Console. It does not appear in the User Console.
Support (): Links to the Settings > Support page. This page provides resources for troubleshooting system management issues and contacting Quest Support.
NOTE: This option is only available in the Administrator Console and the System Console. It does not appear in the User Console.
KACE GO Mobile App (): Displays a dialog containing links for downloading the KACE GO Mobile App. The app is available for iOS and Android platforms.
NOTE: This option is available if the appliance is configured to interact with the K1 GO Mobile App. It only appears in the Administrator Console and the System Console. It does not appear in the User Console For more information on enabling mobile access, see Configuring Mobile Device Access.
About KACE SMA (): Displays information about your KACE System Management Appliance installation.
NOTE: This option is only available in the Administrator Console and the System Console. It does not appear in the User Console.
4.
Click the Search tab in the left pane of the Help system.
All search terms use an implicit Boolean AND statement. For example, if you search for Windows provisioning, Search displays results that contain both words.
5.
Administrator or System Console only. Search for Knowledge Base articles associated with the related Administrator Console or the System Console page.
6.
Administrator or System Console only. Chat with a product specialist.
The Chat with Support dialog box appears.
b.
Type your Full Name, Email Address, and Purpose of your Chat, as applicable, and click Start Chat.
The Chat with Support dialog box refreshes, showing a list of existing Knowledge Base (KB) articles that may contain information about the specified topic. The list of topics may appear on multiple pages, depending on the type of the requested information.
d.
If none of the listed KB articles provide the information you need, click None of the solutions above solved my issue, continue with chat.
The LIVE CHAT dialog box appears. The Full Name, Email Address, Product and Purpose of your Chat boxes are populated using the information specified in the Chat with Support dialog box.
e.
Click Start Chat.
The LIVE CHAT dialog box refreshes.
f.
In the LIVE CHAT dialog box, type your question, and click SEND to start chatting with a product specialist.
7.
Administrator or System Console only. Open a Support ticket.
Your browser displays the Submit a Service Request page (https://support.quest.com/create-service-request) in a new tab or window.
The Settings > Support page appears. This page provides resources for troubleshooting system management issues and contacting Quest Support.
10.
Administrator or System Console only. Review information about your KACE System Management Appliance installation.

Log in to the Administrator Console: First login following initial network configuration

Log in to the Administrator Console: First login following initial network configuration

After the network settings are configured and the appliance restarts, you can log in to the appliance Administrator Console from any computer on the LAN (local area network).

During the first login following initial network configuration, you must provide your appliance license key and set the password for the admin account.

NOTE: Your browser setting determines the language displayed in the Administrator Console the first time you log in. To change this setting after you log in, see Configuring locale settings.
1.
Open a web browser and enter the Administrator Console URL:
http://KACE_SMA_hostname/admin. For example, http://kace_sma/admin.

Option

Description

License Key

Enter the license key you received in the Welcome email from Quest. Include the dashes. If you do not have a license key, contact Quest Support at https://support.quest.com/contact-support.

Password

Enter a password for the default admin account, which is the account you use to log in to the appliance Administrator Console. The default admin account is the only account on the appliance at this time. If you forget the password for this account, the system might have to be reset to factory defaults which can result in loss of data.

NOTE: If you have multiple KACE SMA or SDA appliances, Quest recommends that you use the same password for the admin account on all appliances. Using a common password enables you to link the appliances later.

Company Name

Enter the name of your company or group.

Timezone

Select the timezone where the appliance is located.

3.
Click Apply Settings and Reboot.
5.
Accept the End User License Agreement (EULA), then log in using the login ID admin and the password you chose on the initial setup page.

Option

Description

Enable Quest Security Notifications

Enable Quest to send security notifications to the email address of this administrator. This feature is available only to System-level administrator accounts. It is not available to Admin-level administrator accounts, or non-administrator user accounts.

Enable Quest Sales and Marketing Notifications

Enable Quest to send sales and marketing notifications to the email address of this administrator. This feature is available only to System-level administrator accounts; it is not available to Admin-level administrator accounts, or non-administrator user accounts.

The Administrator Console appears and the appliance is ready for use.

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