Altiris IT Management Suite 7.1 from Symantec Enhanced Console Views Getting Started Guide. Version 7.1

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1 Altiris IT Management Suite 7.1 from Symantec Enhanced Console Views Getting Started Guide Version 7.1

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3 Contents Section 1 Chapter 1 Altiris IT Management Suite 7.1 from Symantec Enhanced Console Views Getting Started Guide... 5 About the 7.1 Symantec Managment Console enhanced views... 7 About the enhanced console views... 7 About where enhanced console views are installed Chapter 2 Using the Computers view About the Computers view Computers view Finding a specific computer Creating and managing organizational views and groups Chapter 3 Using the Jobs / Tasks view About the Jobs / Tasks view Jobs / Tasks view Scheduling and running jobs and tasks Chapter 4 Using the Policies view About the Policies view Policies view Applying a policy Chapter 5 Using the Software view About the Software view Software view Finding software Managing software Add Software Product dialog box... 47

4 4 Contents Chapter 6 Using the Software Catalog About the Software Catalog window Software Catalog window... 52

5 Section 1 Altiris IT Management Suite 7.1 from Symantec Enhanced Console Views Getting Started Guide Chapter 1. About the 7.1 Symantec Managment Console enhanced views Chapter 2. Using the Computers view Chapter 3. Using the Jobs / Tasks view Chapter 4. Using the Policies view Chapter 5. Using the Software view Chapter 6. Using the Software Catalog

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7 Chapter 1 About the 7.1 Symantec Managment Console enhanced views This chapter includes the following topics: About the enhanced console views About where enhanced console views are installed About the enhanced console views The enhanced Symantec Management Console views replace the default console views through Symantec Management Platform version 7.0 for computers and software. For tasks and policies, the enhanced views add drag-and-drop functionality. In addition, you can now search the tree rather than drilling down to find specific tasks or policies. If you install Symantec Management Platform 7.1 and accompanying versions of certain products, you see enhanced views for specific menu options in Symantec Management Console. See About where enhanced console views are installed on page 11. You see the enhanced console views if you install any of these products: Deployment Solution as a standalone product IT Management Suite Server Management Suite Client Management Suite

8 8 About the 7.1 Symantec Managment Console enhanced views About the enhanced console views Enhanced console views for the following objects appear under the Manage menu in Symantec Management Console: Computers Software Software Catalog Jobs and Tasks Policies The enhanced views are incorporated into the existing console. They let you manage computers, software, jobs and tasks, and policies more efficiently with fewer clicks; for example, you can now drag policies onto computers to apply the policies to those computers. This action eliminates multiple steps that the previous console required to accomplish the same thing. When you drag and drop from the Jobs / Tasks, Policies, or Software views, the most recent computer search results appear. This list presents the available drag-and-drop targets. You can drag and drop an object onto a single computer or click Ctrl to select multiple computers. You can also drop the object onto the computer list title bar to select all computers in the list. If the computer to which you want to apply a drag-and-drop object is not in the most recent computer list, you can still select a computer. You drag the object and hover over the Computers blade in the left pane. Then you hover over the group of computers or saved search that contains the computers you want. Hovering loads computers into the list and lets you select computers from the list. Then you drop the object onto the item that you want to target in the navigation pane: a saved search or an organizational group. Drag-and-drop functionality simplifies the following common tasks: Adding computers to organizational groups Scheduling and running jobs and tasks Applying policies Delivering software Another example of simplified management is that you can alternate between views easily. If you navigate to Manage > Computers and select a computer, your main view is of that computer. However, you can drill around between related objects to see details. When looking at computer details such as installed software, you can click the software name. That link opens the selected software in the Software view so you can see software details. These details include a list of other computers that have the same software installed. To restore the computer details view, in the Computers with software installed section click the name of the

9 About the 7.1 Symantec Managment Console enhanced views About the enhanced console views 9 computer whose details you viewed previously. Alternately, you can click the Computers blade. After you select one of the enhanced views from the Manage menu, you see a window that is divided into two or three panes. The view that you select determines the number of panes that appear. The information that is contained in this window changes based on which view you select. Table 1-1 Panes in the enhanced console view Pane Navigation (left) List (center) Purpose Lets you quickly find the objects that you want to manage. Lets you see the results of navigation and searches in a single place. Description Displays the objects that are specific to the view that you select. If you select Manage > Computers or Manage > Software, you see the subsections that let you filter those lists. Note: If you select Manage > Software Catalog, the ManageSoftwareCatalog window opens within the Software view. If you select Manage > Jobs / Tasks or Manage > Policies, the navigation pane displays the standard tree structure plus a search feature. You can use the search feature to narrow the tree so that it displays items matching your search. Appears only if you select Computers or Software in the navigation (left) pane. If you select Jobs / Tasks or Policies, then you see only two panes (navigation and content). This pane lists all the computers or software objects that you selected in the navigation (left) pane. If the list is very long, a scroll bar appears on the right.

10 10 About the 7.1 Symantec Managment Console enhanced views About the enhanced console views Table 1-1 Panes in the enhanced console view (continued) Pane Content (right) Purpose Lets you see details about any object that you select. Description Displays the details for the object that you select in the navigation pane or list pane. Details appear in the upper area of the content pane, in a flipbook. The lower area of this pane displays a section for each type of object that is not currently selected. If you select Computers in the navigation pane, the Jobs / Tasks, Policies, and Software sections appear in the content pane. You can quickly view the jobs and tasks, policies, and software that pertain to the selected computer by clicking these sections. If you select multiple computers, then the information in each of the additional sections is cumulative. You can perform key tasks from the enhanced console views. To learn how to perform these tasks, see the getting started guide that is available at the Symantec documentation Web site. ITMS Enhanced Console Views Getting Started Guide Table 1-2 Which view to use to perform common network tasks Enhanced console view Computers view Common network tasks View all computers or view a subset of computers. Search for one or more computers. Save search results to re-use as a custom filter to target computers with jobs, tasks, policies, or software delivery. Right-click an option in the AllComputerViews subpane to manage organizational groups and organizational views. Drag and drop computers to organizational views and groups. See Computers view on page 14. Jobs / Tasks view Drag and drop jobs or tasks onto computers. See Jobs / Tasks view on page 25. Policies view Drag and drop policies onto computers. See Policies view on page 30.

11 About the 7.1 Symantec Managment Console enhanced views About where enhanced console views are installed 11 Table 1-2 Which view to use to perform common network tasks (continued) Enhanced console view Software view Common network tasks View all software or a subset of software. Search for software by name, manufacturer, or other criteria. Save search results to re-use as a custom filter to target computers with software delivery. Manage a single metering policy for managed software. Manage software as a product rather than as a component. If you have Asset Management Solution installed, you can view, edit, and manage licenses in this view. See Software view on page 38. Software Catalog window Search for newly discovered, managed, or unmanaged software. Import or add new software components. Edit or delete software. Add newly discovered or undefined software that you intend to manage to your list of managed software. Move newly discovered or undefined software that you do not intend to manage to your list of unmanaged software. You can select multiple products and assign them to the unmanaged list all at once. Move software products from one list to another as your needs change. See Software Catalog window on page 52. About where enhanced console views are installed If you install Symantec Management Platform 7.1 and accompanying versions of certain products, you see enhanced console views. These views appear for a subset of Symantec Management Console menu options. See About the enhanced console views on page 7. You see the enhanced console views if you install any of these products: Deployment Solution standalone IT Management Suite Server Management Suite

12 12 About the 7.1 Symantec Managment Console enhanced views About where enhanced console views are installed Client Management Suite Note: The enhanced views appear only if you install Deployment Solution as a standalone product or if you install one or more of the full suites. If you install one or more solutions individually without installing the full suite first, then the enhanced views do not appear. A getting started guide for users who have installed one of the listed products is available at the Symantec documentation Web site. ITMS Enhanced Console Views Getting Started Guide

13 Chapter 2 Using the Computers view This chapter includes the following topics: About the Computers view Computers view Finding a specific computer Creating and managing organizational views and groups About the Computers view The enhanced Computers view in Symantec Management Platform on the Manage menu lets you easily search for and manage computers and groups of computers. See About the enhanced console views on page 7. This view offers three panes: navigation on the left, a computer list and search field in the center, and content on the right. The right pane shows the details of the computers that you select. If you do not select a computer or group of computers, the details pane shows information about the first computer that is shown in the computer list. If you select a computer or group of computers in the navigation pane, the results in the computer list change to match your selection. It also determines the details that you see in the right pane. If you select AllComputers under the AllComputer Views subpane, then you see a list of all computers in the center pane, with the matching heading All Computers. The Saved Searches and All Computer Views subpanes appear in the navigation pane on the left.

14 14 Using the Computers view Computers view Computers view The default saved searches are New Computers and Managed Computers. All other searches are custom searches that you create. You can re-use saved searches as filters for targeting software, tasks and jobs, and policies. See Finding a specific computer on page 18. In All Computer Views you see organizational views and organizational groups. This information is identical to the information that you saw in the All Resources tree in the 7.0 console view, except for the Asset views. As you drill into the right-click menus in the Computers view in the All Computer Views subpane, you see the same dialog boxes that appeared in the 7.0 console view. If you prefer to work within the familiar 7.0 console view, you can still navigate in Symantec Management Console to Manage>OrganizationalViewsandGroups. Except for Asset views, new organizational views that you create in the All Resources tree appear in the enhanced Computers view. See Creating and managing organizational views and groups on page 23. The content pane on the right displays the details that you can view in multiple ways. The top section is a flipbook that lets you change the information that you see. Click the title to select an option from the drop-down list, or click the links on either side of the title to move the flipbook in that direction. In previous versions of the console you had to drill down to find these options. The sections in the right pane let you view the jobs and tasks, policies, or software that apply to the selected computers. The sections are labeled Jobs / Tasks, Policies, and Software. A fly-out menu on the right of the content pane offers familiar right-click options. You can click the pushpin icon in the upper right corner to keep the fly-out panel open. See Computers view on page 14. The Computers view includes the following elements: Navigation in the left pane List of computers in the center Details about the selected computer or computers on the right In the navigation pane on the left you select a group of computers or a saved search. The computers in that group or saved search appear in the computers list in the center. The content pane on the right shows details about the selected

15 Using the Computers view Computers view 15 computer or computers. If you do not select a certain computer, the default view in the right pane displays details about the first computer in the computer list. In the right pane, a flipbook in the top area is populated with Resource Manager data. In the lower part of the right pane you see sections that are labeled Jobs / Tasks, Policies, and Software. If you click a section, details about the job, task, policy, or software on the selected computer appear in the right pane. The Computers view is one of the enhanced console views that has been added to the Manage menu in Symantec Management Console. See About the enhanced console views on page 7. Table 2-1 Computers view Pane Navigation pane (left) Section Saved Searches Description Displays saved searches. A saved search is a special filter that displays a dynamic list of computers that meet the filter criteria. You use saved searches to find a specific computer or group of computers. This list is particularly useful for migration when you need to search for memory, disk space, and other criteria. The two default searches are New Computers and Installed Agent. You cannot overwrite the saved searches. However, you can modify them and save them with unique names. You can also create your own filters by performing and saving custom searches. See Finding a specific computer on page 18. The New Computers list includes all computers that were added to the database in the past five days. You can modify this search and save it with a different value that becomes a permanent part of the modified search. The Installed Agent list includes all computers that are managed, meaning that they have the Symantec Management Agent installed.

16 16 Using the Computers view Computers view Table 2-1 Computers view (continued) Pane Navigation pane (left) Navigation pane (left) List pane (center) Computer details (right) Section All Computer Views Blades Computer results list Flipbook Description Lists organizational views and groups. This list is static and is generated from the computer organizational views and groups. You can manage organizational views and groups from this view, or in the console you can click Manage > Organizational Views and Groups. The two default groups are All Computers and Virtual Machines. Let you quickly switch views between Computers, Jobs/Tasks, Policies, and Software by clicking them one at a time. Displays a list of all the computers that match the selected filter (saved search) or organizational view or group. This list of computers corresponds to the computers that you have selected in the left pane. You can further search and filter the computers in the list pane. You can save any list that you create using searching or filtering. Your saved searches appear in the Saved Searches section of the left navigation pane. See Finding a specific computer on page 18. Contains computer details for the selected computers. The title bar in this details pane displays information about the computer that is selected. This information includes domain name, user, Mac address, OS, and IP address. If you selected a group of computers, the title bar shows the number of selected computers. The flipbook lets you view information about the selected computer. The number of pages that you see in the flipbook depends on the installed solutions and the amount of available data about those solutions. If you selected multiple computers, the flipbook does not show the same detail that it shows with a single computer selected. You can view the flipbook by using the links on the left and right. Or, you can click the title in the center to view a drop-down list of all the pages.

17 Using the Computers view Computers view 17 Table 2-1 Computers view (continued) Pane Computer details (right) Computer details (right) Computer details (right) Section Jobs / Tasks section Policies section Software section Description Displays the job history and task history for this computer or group of computers. You can double-click the Jobs / Tasks section to view details including item properties. You can also click an item link to navigate to the Jobs / Tasks view. This view displays details about the selected task and lets you run a task from that location. Displays all the policies that are currently applied to the selected computer or group of computers. You can click the link on an item to see that item in the Policies view. If you click the policy link you open the policy in the Policies view. You can turn on a policy or turn off a policy globally. You can perform this same action in the Computers view. Turning on a policy or turning off a policy applies to the policy on all computers. This action is not limited to the selected computer or group of computers. Displays all the software that is installed on the selected computer or group of computers. You can click the link on an item to see that item in the Software view. You can see all computers that have this software installed. A toolbar in the Software view lets you install software to the selected computer or computers. When you install software, the Add Software Product dialog box opens. See Add Software Product dialog box on page 47. Right of the Computer details pane Fly-out panel Contains all the right-click menu options for the selected computer or computers. You can also right-click a computer and see all the action items that are associated with it. To view the content of the fly-out panel, hover over the fly-out tab. Click the pin icon to pin the fly-out panel open on the desktop.

18 18 Using the Computers view Finding a specific computer Finding a specific computer You can find a specific computer or group of computers in the Computers view by applying or modifying an existing saved search. You can also create a completely new search to find specific computers. See About the Computers view on page 13. The advanced search feature lets you further narrow the list. You can search by the criteria that are stored in the Configuration Management Database (CMDB). If the information by which you want to search is not shown in the advanced search list, you can add custom search criteria. After your search returns results, you can save those results in the Saved Searches subpane if you want to re-use that search. Saved searches are filters that you can use to target tasks, jobs, and policies. You can modify a saved search by changing the search criteria and overwriting the existing search. You can also save a variation of a saved search by modifying some criteria and re-saving with a different name. You may also need to manage saved searches, clearing some from view to make the list more manageable. If a search becomes obsolete, you can right-click it and delete it permanently. The primary tasks that you perform with computer searches are as follows: Find a specific computer. See To find a specific computer on page 18. Create custom search criteria. See To create custom search criteria on page 20. Modify a saved search. See To modify a saved search on page 22. Manage a saved search. See To manage a saved search on page 23. To find a specific computer 1 In Symantec Management Console, click Manage > Computers. 2 In the list (center) pane, in the search field, type all or part of a computer name. Full name Enter the full name of a specific computer or group of computers that you want to find.

19 Using the Computers view Finding a specific computer 19 Partial name Enter a partial name if you want your search to return all computers that contain a specific text string anywhere in the name. To view all computers with a location prefix such as India, you can enter Ind. The search results display all the computers that contain the string. To view a list from which to select a computer, in the left pane click All Computers. This list is the starting point that shows all computers and all saved searches. You can click a computer or a saved search. You can also click a computer view that may list the computer that you want. You can use the following saved searches or any other searches that you have saved previously: New Computers. Lists any computer that was discovered in the past five days. Instsalled Agent. Lists all computers that have Symantec Management Agent installed. To use advanced search features, in the list pane click the down-arrow next to the search field. Then select the search criteria that you want to apply. The additional search criteria that appear depend on what you have selected in the navigation pane. You can see the date new computers were created, and you can see additional criteria about managed computers. If a computer has the agent installed, you see Managed = 1 in the advanced search criteria. To select multiple search criteria, continue to click the down-arrow next to the drop-down list where the criteria appear. Select a criterion, and repeat the step to add other criteria. You can use common search operators to refine your search. 3 If the criteria by which you want to search are not listed in a drop-down list, click Add Custom Criteria. See To create custom search criteria on page In the list pane, click the name of the computer or group of computers that you want to work with. Computer details appear in the content (right) pane.

20 20 Using the Computers view Finding a specific computer 5 If you want to re-use this search, in the advanced search area of the list pane click the save icon to save it. Any search field without a value in it is ignored in the query. If you save a search with empty fields, those fields are not saved with the query. Note: To remove a search criterion, leave the field empty. Any field that does not contain a value is ignored in the query. If you save the search results, the empty fields are not saved with the filter. 6 In the Save Search dialog box, in the Name field, enter a name and click OK. The saved search appears under Saved Searches in the navigation pane and is available for you to re-use. To create custom search criteria 1 If the criteria by which you want to search are not listed in the Add Search Criteria drop-down list, in the drop-down list click Add Custom Criteria. 2 In the Add Custom Criteria dialog box, select the custom criteria by which you want to search. This dialog box is populated with Configuration Management Database (CMDB) data and includes the following categories: DataClasses and Associations Columns You can specify the data classes and columns that you want to use for search criteria. You can also select associations, which add more data classes from which you can select additional search criteria. Selecting columns populates the search criteria in the drop-down list and makes the additional criteria available as part of your search. 3 Click OK. 4 In the advanced search area at the top of the list (center) pane, you can use search operators to narrow the results. As you add criteria, the list of computers in the center pane changes to present only those computers that match the search criteria. The following general search conditions apply: Quotation marks limit your search to an exact match. "Windows XP" = computers running EXACT MATCH Windows XP. Omitting quotation marks allows for matching search text anywhere in a string.

21 Using the Computers view Finding a specific computer 21 MicrosoftWindowsXP = computers running LIKE Windows XP anywhere in the name. You can use the following search operators to express various arguments: To express this argument: Or Use this symbol: Pipe ( ) symbol. This operator does not require leading spaces. Refer to the following examples: Windows XP = computers running LIKE Windows OR LIKE XP XP = computers running LIKE XP OR LIKE 2000 OR LIKE 2003 And, Add, or Include Plus ( + ) sign. This operator does not require a leading space. Refer to the following examples: Windows+XP = computers running LIKE Windows AND XP Windows+2008 = computers running LIKE Windows AND 2008 Not / minus / do not include Minus ( - ) sign. This operator requires a leading space. If you insert a minus sign without a leading space, it is not interpreted as an operator. As a best practice, begin with the general group within which you want to search, and then insert the exclusion text. Refer to the following examples: Windows[space]-XP = computers running Windows NOT LIKE XP To see all Windows Server computers that are not Windows Server 2003, enter. Note the leading space before WindowsServer[space]-2003 = computers running Windows Server NOT LIKE The following examples assume that your computers are named with numerals, as in pc-1, pc-12, pc-27, pc-125, pc-218, pc-243, and pc-321. pc-[space]-1 = computers named pc- NOT LIKE 1, 12, 125, 218, 321 pc-[space]--1 = computers named pc- NOT LIKE 27, 218, 321

22 22 Using the Computers view Finding a specific computer To modify a saved search 1 In Symantec Management Console, click Manage > Computers. 2 In the navigation pane, under Saved Searches, select the saved search that you want to modify. 3 In the list (center) pane, in the search field, add or delete search criteria. 4 In the advanced search area of the list pane, click the save option to save the search. 5 In the Save Search dialog box, enter a name and click OK. Select one of the following actions: To replace the original saved search with the modified search Note that you can only overwrite the searches that you created. You cannot overwrite the default searches in the SavedSearches list. Save the modified search without changing the name of your original saved search. To save the modified search as a variation of the original search Give the modified search a unique name. The saved search appears under Saved Searches in the navigation pane.

23 Using the Computers view Creating and managing organizational views and groups 23 To manage a saved search 1 In Symantec Management Console, click Manage > Computers. 2 Select one of the following actions: To prevent a saved search from appearing in the Saved Searches list but not delete it You can create saved searches and choose not to display them but to use them only as filters. In the Saved Searches subpane, anywhere in the open space, right-click and then click ManageSavedSearches. In the Manage Saved Searches dialog box, uncheck the box next to the search that you do not want to see displayed and click Close. The search no longer appears in the Saved Searches list but can be restored. To display a saved search in the Saved Searches list again You can create saved searches and display them in the Saved Searches subpane. Saved searches are displayed by default. In the Saved Searches subpane, anywhere in the open space, right-click and then click ManageSavedSearches. In the Manage Saved Searches dialog box, check the box next to the search that you want to see displayed and click Close. The search appears in the Saved Searches list again. To delete a saved search permanently In the Saved Searches subpane, right-click the search that you want to delete, and click Delete. In the Delete dialog box, click OK. Creating and managing organizational views and groups In the enhanced Computers view in Symantec Management Platform 7.1 and beyond, you can easily create new organizational views and groups. You can also populate and manage organizational groups. The information that you see in Manage > Computers > All Computer Views is identical to the information in the 7.0 All Resources tree starting with the Computers node. See About the Computers view on page 13. Under Manage>Computers, the AllComputerViews area of the list pane displays your organizational views and organizational groups. From this location you can manage these resources using familiar right-click menus.

24 24 Using the Computers view Creating and managing organizational views and groups To create and populate a new organizational view and group 1 In Symantec Management Console, click Manage > Computers. 2 In the All Computer Views pane, right-click anywhere other than on one of the views. 3 In the New dialog box, click Organizational View. 4 Enter a name for the organizational view, and click OK. 5 Right-click the new organizational view, and in the drop-down list click New > Organizational Group. 6 Enter a name for the new group, and click OK. The new group appears in the All Computer Views subpane as a subset of the organizational view. 7 To populate the new group, under Saved Searches click All Computers and select the computers that should belong to this organizational group. You can use the following methods: Click one or more computers in the All Computers list and drag them onto the new organizational group. Use the Shift or Ctrl keys to select multiple computers, right-click, and then click Add to organizational group. In the Add to organizational group dialog box, click the group to which you want to add the computers, and click OK. To manage an organizational view or group 1 In Symantec Management Console, click Manage > Computers. 2 In the Computers navigation pane, in the All Computer Views subpane, right-click an organizational view or group to see its right-click menu. The options that you see in the standard right-click menu that opens depend on the organizational view or organizational group that you selected. The right-click options include the ability to add more views and groups. You click in the open space to add a view and then click the view to add a group. 3 Select an action based on the right-click options, and save your changes.

25 Chapter 3 Using the Jobs / Tasks view This chapter includes the following topics: About the Jobs / Tasks view Jobs / Tasks view Scheduling and running jobs and tasks About the Jobs / Tasks view Jobs / Tasks view The Jobs / Tasks view lets you view and work with all available jobs and tasks. A new feature of the 7.1 enhanced console views is the ability to search the tree for a specific job or task. You can also launch jobs and tasks by dragging and dropping them onto one or more computers. In addition, you have a new Quick Run option to target a job or task without drilling down manually. See Scheduling and running jobs and tasks on page 26. Like the 7.0 Symantec Management Console view, jobs and tasks are listed in a familiar tree view in the left pane. When you right-click in the tree, a right-click menu opens. In that menu you can select an action to perform within the selected folder. When you click a job or task in the left pane, its name appears in the label in the right pane. Details about the selected job or task appear in the right pane. The upper area of the right pane displays Script Details. The lower area displays Task Status. If you right-click the item in the left pane, the item details disappear from the view in the right pane when the right-click menu opens. This view is by design. The enhanced Jobs / Tasks view lets you quickly and easily launch jobs and tasks. You launch tasks by dragging and dropping them onto computers.

26 26 Using the Jobs / Tasks view Scheduling and running jobs and tasks See About the Jobs / Tasks view on page 25. This view is one of the enhanced console views that has been added to the Manage menu in Symantec Management Console. See About the enhanced console views on page 7. The Jobs / Tasks view includes the following elements: Table 3-1 Jobs / Tasks view Pane Navigation pane (left) Navigation pane (left) Section Jobs / Tasks tree view with new search field at the top Blades Description Displays all jobs and tasks. Default jobs and tasks are in the folders that are labeled Samples and System Jobs and Tasks. You find specific tasks by navigating the tree or by using the Search field. In the Search field, type all or part of the name. When you click a task, a task details window appears in the right pane. Let you quickly switch between Computers, Jobs / Tasks, Policies, and Software views. Job / task details (right) Task-specific information Displays the name and description of a job or task that you have selected in the navigation pane. To view the contents of a folder or file, expand it in the navigation pane or click its name in the content pane. When you click a job or task in the navigation pane, the task details window opens in the content pane. This window displays the task view that you would see if you navigated to the task using the 7.0 console. Scheduling and running jobs and tasks You can view, schedule, and run jobs and tasks in the Jobs / Tasks view. The enhanced console view offers a new search field that lets you quickly find computer targets. See About the Jobs / Tasks view on page 25. In the following procedures, the term task is used to mean either a job or a task. You can run tasks in the following ways: Drag and drop a task onto one or more computers. Use the Quick Run option.

27 Using the Jobs / Tasks view Scheduling and running jobs and tasks 27 Schedule a task in the New Schedule window. To run a job or task by dragging and dropping 1 In Symantec Management Console, click Manage > Jobs and Tasks. 2 In the Jobs / Tasks pane, search for or navigate to the task that you want to run. 3 Click and drag the task to the right to initiate a drag-and-drop operation. The results of your most recent computer search appear in the list pane. If you filtered your last computer search, the list displays the results of the filtered search. See Finding a specific computer on page You have the following options for selecting the computers on which to run this task: Drop the task onto the title icon in the list pane to run the task on all listed computers. This action assigns the task dynamically to all computers that are in the selected list. Drop the task onto a specific computer in the list. Use the Ctrl key to select multiple computers on which to run the selected task. Hover on the Computers blade and drop the task onto a saved search or organizational group. After you select targets for a task, the New Schedule dialog box opens. 5 (Optional) If the computers that you want to target do not appear in the list, you must terminate the current drag-and-drop operation. Populate the list with the correct set of computers. Then click the Computers blade and then take one of the following actions: Perform a new computer search that returns a list with the computers that you want to target. Start the task again. Select one or more computers, drag them onto the Jobs / Tasks blade, and then drop them onto the task that you want to run. 6 In the New Schedule dialog box, make any necessary changes and click Schedule.

28 28 Using the Jobs / Tasks view Scheduling and running jobs and tasks To run a job or task using the Quick Run option 1 In Symantec Management Console, click Manage > Jobs and Tasks. 2 In the Jobs / Tasks pane, search for or navigate to the task that you want to run. 3 In the left pane, click the task, and its details appear in a task details window in the right pane. 4 In the Task Status area of the task details window, click Quick Run. 5 In the Quick Run Now dialog box, enter or select the computer on which to run the task, and click Run. If you want to run a task on multiple computers, you must use the New Schedule window. See To schedule a job or task in the New Schedule window on page 28. To schedule a job or task in the New Schedule window 1 In Symantec Management Console, click Manage > Jobs and Tasks. 2 In the Jobs / Tasks pane, search for or navigate to the task that you want to run. 3 In the left pane, click the task and its details appear in a task details window in the right pane. 4 In the task details window, change any details that you need to change. 5 To update the schedule, in the Task Status area of the task window click New Schedule. 6 Modify the job or task as needed, and click Schedule.

29 Chapter 4 Using the Policies view This chapter includes the following topics: About the Policies view Policies view Applying a policy About the Policies view The enhanced Policies view lets you view and work with all available policies. As usual, you can perform all the common functions of applying rules and remediation to computers. You can set compliance check schedules, turn on policies, and target computers as you did in the 7.0 console. A new feature in the enhanced view is the ability to launch policies by dragging and dropping them onto computers. In addition, you have a new Quick apply option to target a policy without drilling down manually. Like the 7.0 Symantec Management Console view, policies are listed in a familiar tree view in the left pane. When you click a policy in the left pane, its name appears in the label in the right pane. Details about the selected policy appear in the right pane. When you click a policy in the navigation pane or in the content pane, its details page opens in the content pane. This view is the typical policy details view where you can create a new policy and turn it on. You can also turn off a policy; perform actions such as rename, clone, or export a policy; or delete a policy. The policies view lets you search by policy type or policy name. You can also use a right-click menu to select policies. A primary benefit of working in the Policies view is that you can drag and drop policies onto one or more computers. After you drag and drop a policy onto a computer or group of computers, you confirm the action in the Apply Policy dialog box. The page updates and shows the new policy instance. You must click

30 30 Using the Policies view Policies view Policies view Save changes for the policy to take effect. You can also save one or more policies as searches. These saved searches are available as filters to target one or more computers to which you want to apply those policies. Policies are not necessarily turned on by default. Ensure that any policy that you want to apply to computers is turned on. See Applying a policy on page 31. The Policies view lets you apply policies to computers. See About the Policies view on page 29. You can now drag and drop policies onto computers. When you drop a policy onto a computer, the policy opens up so that you can turn it on and schedule it. An important feature of drag-and-drop functionality is that you can drag a policy onto a computer or drag a computer to a policy. Dragging a computer to a policy adds the computer to the target list of computers to which the policy is applied. Any time you open a policy, you see that you can turn on the policy or turn off the policy. Opening a policy does not turn it on automatically. Dragging and dropping lets you select a policy and the computers to which it applies. You must still determine which policies to turn on and which policies to turn off. The Policies view is an enhanced console view that was added to the Manage menu in Symantec Management Console. See About the enhanced console views on page 7. The Policies view includes the following elements:

31 Using the Policies view Applying a policy 31 Table 4-1 Policies view Pane Section Description Navigation pane (left) Policies tree view with new search field at the top Displays all policies, including default policies. You can navigate the tree to display policies. Right-click in the tree to perform common tasks such as setting security and creating new policies. Navigation pane (left) Blades In the search field at the top of the navigation pane, type all or part of the policy name that you want to use. This field lets you find policies quickly, without having to drill down manually. However, you can also expand the folders to drill down manually to specific policies if you prefer. When you click a policy, a policy details window appears in the right pane. Let you quickly switch between Computers, Jobs / Tasks, Policies, and Software views. With a policy selected, you can drag and drop it onto a computer or a software package. A policy can be used as a method of software delivery. When you drag and drop software, you choose either a managed delivery software policy or a one-time delivery task. Policy details pane (right) Policy-specific information Displays the name and description of a policy that you have selected in the navigation pane. To view the contents of a folder or file, expand it in the navigation pane or click its name in the policy details pane. When you click a policy in the navigation pane, a details window opens in the policy details pane. This window displays the policy view that you would see if you navigated to the policy using the 7.0 console. Applying a policy You can search for, view, and apply policies in the Policies view. This enhanced console view offers a new search field. The search field lets you quickly find the policies with which you want to work, searching by policy type or policy name. See About the Policies view on page 29. The enhanced Policies view also offers a Quick apply option that lets you quickly target and run a policy. You can apply a policy in the following ways:

32 32 Using the Policies view Applying a policy Drag and drop the policy onto a computer or group of computers. You can also drag a computer to a policy and then add the computer to the target list to which that policy is applied. Use the Quick apply option. Because of the ways in which policies differ from one another, this option is available for some policies but not others. To apply a policy using drag and drop 1 In Symantec Management Console, click Manage > Policies. 2 In the Policies pane, search for or navigate to the policy that you want to apply. 3 In the left pane, click and drag the policy to the right to initiate a drag-and-drop operation. The results of your most recent computer search appear in the list pane. If you filtered your last computer search, the list displays the results of the filtered search. See Finding a specific computer on page You have the following options for selecting the computers to which to apply this policy: Drop the policy onto the title icon in the list pane to apply the policy to all listed computers. This action applies the policy dynamically to all computers that are in the selected list. Drop the policy onto a specific computer in the list. Use the Ctrl key to select multiple computers to which to apply the selected policy. Hover on the Computers blade, which loads the Computers view so you can drop the policy onto a saved search or organizational group. 5 (Optional) If the computers that you want to target do not appear in the list, click the Computers blade. Then take one of the following actions: Perform a new computer search that returns a list with the computers that you want to target. Start the policy-applying procedure again. Select one or more computers. Drag the computer or computers onto the Policies blade to load the last view of policies. Then drop the computers onto the policy that you want to apply to those computers. 6 In the Apply Policy dialog box, click OK.

33 Using the Policies view Applying a policy 33 To apply a policy using the Quick apply option 1 In Symantec Management Console, click Manage > Policies. 2 In the Policies pane, search for or navigate to the policy that you want to apply. 3 In the left pane, click the policy. The policy details appear in the right pane. 4 In the Applies To/Compliance area of the policy window, click one of the following options: Appliedto>Quick apply In the Quick apply dialog box, enter or select the target to which you want to apply the policy and click Apply. In the policy details window, turn on the policy if it is not on already and click Save changes. Applied to > Computers In the Add Target dialog box, open an existing filter or create a new one. Update the results to verify the computers to target, and click OK. Appliedto>Users In the Add Target dialog box, open an existing filter or create a new one. Update the results to verify the users to target, and click OK.

34 34 Using the Policies view Applying a policy

35 Chapter 5 Using the Software view This chapter includes the following topics: About the Software view Software view Finding software Managing software Add Software Product dialog box About the Software view The software view lets you bypass certain steps that were required in previous versions. You can find and manage software more efficiently than ever. See About the enhanced console views on page 7. The two primary tasks that you perform from the Software view are as follows: Find software. See Finding software on page 41. Manage software products. See Managing software on page 45. This view is similar to the Computers view in that it offers the same three panes: navigation on the left, a software list in the center, and software details on the right. It also offers both basic search and advanced search features. In addition, you can right-click in the white space in the Installed Software subpane to select one of the following options: Import Software Manage Software Catalog

36 36 Using the Software view About the Software view Manage Saved Searches The software that you select in the left pane determines which label appears at the top of the center pane. It also determines what is listed in that pane and the details that appear in the right pane. If you select Managed Software under the Installed Software subpane, you see the label Managed Software at the top of the center pane. A list of all installed managed software appears in that center list pane, with details in the right pane. The Installed Software subpane contains the following entries: InstalledSoftware > Newly Discovered Software Includes all software that has been discovered in your network environment. All software that inventory has found appears in the Installed Software subpane. InstalledSoftware > Managed Software Includes all software for which inventory rules have been defined. This software may or may not be metered. MeteredSoftware Includes all software that is defined by inventory rules, is included in Managed Software, and has metering turned on. Note that you must have Asset Management Solution installed to meter and track usage. To meter software, you must manually identify the software program that must be tracked. You can click the Metering subpane, click the software product, and track usage information for that software in the right pane. If you see a prompt instructing you to install Asset Management Solution, see one of the following sources for instructions: Installing the Symantec Management Platform products in the ITMS Implementation Guide. About Asset Management Suite in the Asset Management Suite User Guide or on the Asset Management Suite page in SymWISE. Deliverable Software Lists deliverable software packages that are on the server, including software releases and software updates. Deliverable software is software that has a package or command line associated with it. If you drag and drop the package onto a computer, the package or command line installs the software. If software appears in this list, then it is ready to deploy. When you double-click a deliverable software package, the installation details open and you can define or make changes to the installation details.

37 Using the Software view About the Software view 37 The search field in the center pane lets you perform both basic searches and advanced searches. This feature lets you narrow down your search results to the software that you want to work with. You can save these searches for re-use. Saved searches appear in the Installed Software subpane. These searches are available as filters for targeting tasks, jobs, and policies or for delivering software to specific computers or groups of computers. See Finding software on page 41. Detailed information about your software selection appears in the content pane at the right. When you select Managed Software in the left pane, details in the upper right pane include the information that is specific to managed software. This information includes details about Software Product License and Usage. A Licenses bar indicates whether your licenses are under deployed or over deployed. On the far right of the content pane, you can click Add Licenses to add licenses if necessary. A colored usage bar indicates the number of licenses that are installed and used or installed and not used, with potential savings calculated. Note: If licenses do not exist for a given software product, you do not see license information. Instead, you see a prompt with information about how to install Asset Management Solution to manage software licenses. A single metering policy generates the usage information. This internal metering policy tracks all of the managed software that is metered from the Meter / Track usage tab. The usage information is displayed in the flipbook as installed and either used or unused. If you have not associated the selected software product with the program that runs it, you see an error next to the Usage bar. You must double-click the software product and associate the product and program on the Meter / track usage tab. After you associate the product with the program that runs it, you can meter and track the usage information. Note: You cannot meter UNIX, Linux, or Mac products. If you plan to meter software, be careful when you fill out the Identify Inventory information in the Add Software Product dialog box. Make sure that only the Windows version of selected software appears in the result set. A scroll bar in the Software Product License and Usage area lets you view all available information that is relevant to the selected software. The fly-out panel at the far right lets you perform common actions. These actions include adding the software to an organizational group or to the barcode export list.