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Technical Support

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How do I create an account policy in Systems Management?

Information applies to:

Products
Systems Management

To create an account level policy, proceed as follows:

  1. Open the Administration console.
  2. Click the Account tab, select Policies and click New account policy.
  3. Type a name for your policy and select the type:
    • Agent
    • ESXi
    • Monitoring Maintenance Window
    • Mobile Device Management
    • Monitoring
    • Patch Management
    • Power
    • Windows Update
  4. You can also select Based on, if you want to base your new policy on one previously created.
  5. Click Add a target… Targets can be either Custom Device Filters, Device Group or Site Groups.
  6. Select your policy options.
  7. Hit Save to save the account policy.

    The policy can then be reviewed from the Account Policies window.
  8. Once a policy is created its default state is Enabled. To disable it, move the slider to disable.
  9. Click Push Changes... to apply the policy to the selected targets.
  10. Once pushed, the policy icon will turn orange Policy icon - orange. Click this icon and select Included Devices to check the targeted devices have received the policy.

Help nº- 20160913 300107 EN

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