Table Of Content

KACE® Systems Management Appliance 8.0 Administrator Guide Table of Contents About the KACE Systems Management Appliance (SMA)...................................................................26 About KACE SMA components.....................................................................................................26 About the Administrator Console...................................................................................................27 Components available in Admin mode without the Organization component........................31 Components available in Admin mode with the Organization component enabled...............34 Components available in System mode with the Organization component enabled.............36 Using the Home component..................................................................................................38 About Dashboards..........................................................................................................38 View the Dashboard in Admin mode.............................................................................38 View the Dashboard in System mode...........................................................................39 Customize Dashboard pages.........................................................................................40 About Dashboard widgets..............................................................................................41 View Dashboard details.................................................................................................48 View the KACE SMA version, model, and license information......................................50 View KACE SMA license information............................................................................51 About appliance software updates.................................................................................52 About labels....................................................................................................................52 Searching for information and filtering lists...........................................................................53 Search at the Admin level..............................................................................................53 Search at the page level................................................................................................53 Searching at the page level with advanced options......................................................54 Create Custom Views using Advanced Search criteria.................................................56 Access product documentation......................................................................................57 Log in to the Administrator Console: First login following initial network configuration..........59 Getting started.......................................................................................................................................61 Configuring the appliance..............................................................................................................61 Requirements and specifications...........................................................................................61 Power-on the appliance and log in to the Administrator Console..........................................61 Access the Command Line Console.....................................................................................63 Tracking configuration changes.............................................................................................64 Configuring System-level and Admin-level General Settings................................................64 Configure appliance General Settings with the Organization component enabled........64 Configure Admin-level or organization-specific General Settings..................................69 Configure appliance General Settings without the Organization component.................73 Configure appliance date and time settings..........................................................................78 Verifying port settings, NTP service, and website access.....................................................79 KACE Systems Management Appliance 8.0 Administrator Guide 2 Verify port settings.........................................................................................................79 Verifying the status of the NTP service.........................................................................80 Make necessary websites accessible to the KACE SMA..............................................81 Configuring network and security settings.............................................................................81 Change appliance network settings...............................................................................81 Configure local routing tables........................................................................................84 Configure local web server settings and whitelist hosts................................................85 Configure security settings for the appliance.................................................................86 Configure Active Directory as the single sign on method..............................................90 Generate an SSL certificate...........................................................................................92 Configuring Agent settings.....................................................................................................93 About Konea...................................................................................................................93 Configure Agent settings................................................................................................93 Configuring session timeout and auto-refresh settings.........................................................95 Set session timeout........................................................................................................95 Set auto-refresh properties............................................................................................96 Configuring locale settings.....................................................................................................96 How locale settings are applied.....................................................................................96 Configure locale settings for the Administrator Console and the Command Line Console..................................................................................................................................................97 Configure locale settings for the User Console.............................................................97 Configure locale settings for organizations....................................................................98 Configure locale settings for users................................................................................99 Configure data sharing preferences......................................................................................99 About DIACAP compliance requirements............................................................................100 Enable or disable the Acceptable Use Policy..............................................................100 Configuring Mobile Device Access......................................................................................101 Enable Mobile Device Access for the appliance..........................................................101 Enable Mobile Device Access for users......................................................................102 Download and use KACE GO.....................................................................................103 Disable Mobile Device Access on the appliance.........................................................104 Disable Mobile Device Access for users.....................................................................104 Enable fast switching for organizations and linked appliances...........................................104 Linking Quest KACE appliances..........................................................................................105 Enable appliance linking..............................................................................................106 Add Names and Keys to appliances............................................................................106 Enable access to Federation API settings...................................................................107 Disable appliance linking..............................................................................................108 Configuring history settings..................................................................................................108 KACE Systems Management Appliance 8.0 Administrator Guide 3 About history settings...................................................................................................108 Managing settings history............................................................................................109 Managing asset history................................................................................................110 Managing object history...............................................................................................111 Using change history information.................................................................................112 Setting up and using labels to manage groups of items.............................................................113 About labels.........................................................................................................................113 About Smart Labels......................................................................................................114 About LDAP Labels......................................................................................................114 About label groups.......................................................................................................115 About organization filters..............................................................................................115 Tracking changes to label settings......................................................................................115 Managing manual labels......................................................................................................115 Add or edit manual labels............................................................................................115 View manual label details............................................................................................117 Delete manual labels....................................................................................................117 Managing Smart Labels.......................................................................................................118 Add Smart Labels.........................................................................................................118 Example: Combine Smart Labels to identify devices...................................................119 Edit Smart Labels.........................................................................................................120 Setting up labels for user accounts.............................................................................121 Using Smart Labels for patching..................................................................................122 Using Smart Labels with Discovery Results................................................................124 Adding Smart Labels for devices.................................................................................125 Assign the Smart Label run order................................................................................129 Delete Smart Labels.....................................................................................................129 Managing label groups........................................................................................................130 Add, view, or edit label groups....................................................................................130 Assign labels to or remove labels from label groups...................................................131 Delete label groups......................................................................................................131 Managing LDAP Labels.......................................................................................................132 Add or edit LDAP Labels.............................................................................................132 Enable LDAP Labels....................................................................................................134 Delete LDAP Labels.....................................................................................................134 Use the LDAP Browser................................................................................................135 Configuring user accounts, LDAP authentication, and SSO.......................................................136 About user accounts and user authentication.....................................................................136 About locale settings............................................................................................................136 KACE Systems Management Appliance 8.0 Administrator Guide 4 Managing System-level user accounts................................................................................137 Add or edit System-level user accounts......................................................................137 Manage appliance administrator email notifications....................................................138 Delete System-level user accounts..............................................................................139 Managing organization user accounts.................................................................................140 Add or edit User Roles................................................................................................140 Delete User Roles........................................................................................................141 Add or edit organization user accounts.......................................................................141 Customize user details.................................................................................................143 Archive user accounts..................................................................................................144 View or edit user profiles.....................................................................................................144 Using an LDAP server for user authentication....................................................................146 About the login account on your LDAP server............................................................146 Configure and test LDAP user authentication..............................................................147 Importing users from an LDAP server.................................................................................149 Import user information manually.................................................................................149 Import user information according to a schedule.........................................................152 About single sign on (SSO).................................................................................................155 Using external LDAP or Active Directory servers for single sign on............................155 Enabling and disabling single sign on.................................................................................155 Enable single sign on...................................................................................................156 Disable single sign on..................................................................................................156 Using Active Directory for single sign on.............................................................................156 Configure Active Directory as the single sign on method............................................156 Configuring browser settings for single sign on...........................................................158 Unjoin the domain and disable Active Directory single sign on...................................159 Using Replication Shares............................................................................................................160 Create Replication Shares...................................................................................................161 View Replication Share details............................................................................................163 Managing credentials...................................................................................................................164 Tracking changes to Credentials Management settings......................................................164 Add and edit Secret Key credentials...................................................................................164 Add and edit User/Password credentials.............................................................................165 Add and edit Google OAuth credentials..............................................................................166 Add and edit SNMP credentials..........................................................................................167 View credential usage..........................................................................................................169 Create reports from the Credentials Management list.........................................................169 Export credentials information.............................................................................................170 KACE Systems Management Appliance 8.0 Administrator Guide 5 Delete credentials................................................................................................................170 Configuring assets.......................................................................................................................171 About the Asset Management component..........................................................................171 Using the Asset Management Dashboard...........................................................................171 About the Asset Management Dashboard widgets......................................................172 Customize the Asset Management Dashboard...........................................................173 About managing assets.......................................................................................................174 How asset information differs from inventory information............................................174 Identifying the assets to track......................................................................................175 View assets and search for asset information.............................................................175 Add barcodes to assets...............................................................................................176 Change device owners.................................................................................................176 View and configure asset lifecycle settings.................................................................177 Adding and customizing Asset Types and maintaining asset information...........................178 About Asset Types.......................................................................................................178 Customizing Asset Types.............................................................................................179 About Asset Subtypes, custom fields, and device detail preferences..........................184 Managing Software assets...................................................................................................191 Customize the Software Asset Type............................................................................191 Adding Software assets...............................................................................................192 Managing physical and logical assets.................................................................................194 Add physical Asset Types............................................................................................194 Archive device Assets..................................................................................................196 Maintaining and using manual asset information................................................................196 Managing locations..............................................................................................................197 Manage locations.........................................................................................................197 Add or edit locations....................................................................................................198 Customize location fields.............................................................................................199 Managing contracts..............................................................................................................200 Manage contracts.........................................................................................................201 Add or edit contracts....................................................................................................201 Managing licenses...............................................................................................................204 Manage licenses..........................................................................................................204 Add or edit licenses.....................................................................................................204 Setting up License Compliance...................................................................................................208 About License Compliance for Software Catalog applications............................................208 About license upgrades................................................................................................208 About license downgrades...........................................................................................209 KACE Systems Management Appliance 8.0 Administrator Guide 6 Customize the License Asset Type.....................................................................................209 Add License assets for Software Catalog inventory............................................................210 Add License assets for Software page inventory................................................................214 Importing license data in CSV files.....................................................................................218 How asset information is handled during import..........................................................218 Importing asset data using CSV files...........................................................................218 Managing License Compliance...................................................................................................220 View License Compliance information for Software Catalog applications...........................221 Update software License Compliance information manually...............................................223 Customize license usage warning thresholds.....................................................................223 View License Compliance and Configuration information...................................................224 Setting up Service Desk..............................................................................................................225 Setting up roles for user accounts.......................................................................................225 About default roles.......................................................................................................225 Create a Service Desk staff role..................................................................................226 Assign user roles..........................................................................................................228 Apply labels and roles to Service Desk staff...............................................................228 Create the DefaultTicketOwners account....................................................................229 Configuring email settings....................................................................................................230 About email notifications..............................................................................................230 About Ticket Rules.......................................................................................................231 About POP3 email accounts........................................................................................231 Create and configure POP3 email accounts................................................................231 Configure email preferences........................................................................................232 Configuring email triggers and email templates...........................................................233 Configure CC lists for ticket categories.......................................................................241 Automatically add email addresses to ticket CC List fields.........................................241 Exclude addresses from ticket CC List fields..............................................................242 Prevent email loops......................................................................................................242 Configure the Cache Lifetime for Service Desk widgets.............................................................243 Creating and managing organizations.........................................................................................244 About organizations.............................................................................................................244 About the Default organization.....................................................................................244 Tracking changes to organization settings..........................................................................244 Managing Organization Roles and User Roles...................................................................244 Available default roles..................................................................................................245 Add or edit Organization Roles....................................................................................246 Duplicate Organization Roles.......................................................................................246 KACE Systems Management Appliance 8.0 Administrator Guide 7 Delete roles..................................................................................................................247 Adding, editing, and deleting organizations.........................................................................248 Add or edit organizations.............................................................................................248 Delete organizations.....................................................................................................252 Customizing the logos used for the User Console and organization reports...............252 Managing user accounts for organizations..........................................................................252 Managing organization filters...............................................................................................253 How organization filters work.......................................................................................253 Add or edit organization Data Filters...........................................................................253 Add or edit organization LDAP Filters.........................................................................254 Test organization filters................................................................................................256 Delete organization filters.............................................................................................256 Managing devices within organizations...............................................................................256 Using Advanced Search...............................................................................................257 Filter devices................................................................................................................257 Redirect devices...........................................................................................................257 Understanding device details...............................................................................................257 Running single organization and consolidated reports........................................................258 Importing and exporting appliance resources.............................................................................258 About importing and exporting resources............................................................................258 Transferring resources among appliances using Samba share directories.........................258 Export resources from an appliance............................................................................259 Import resources to an appliance................................................................................259 Transferring resources among organizations......................................................................260 Export resources from organizations...........................................................................260 Import resources to organizations................................................................................261 Managing exported resources at the System level.............................................................261 View or delete shared resources.................................................................................261 Move shared resources from the local KACE SMA to network locations....................261 View or delete the status of resource exports.............................................................262 Managing inventory.............................................................................................................................263 Using Device Discovery...............................................................................................................263 About Device Discovery and device management..............................................................263 Tracking changes to Discovery settings..............................................................................263 Discovering devices on your network..................................................................................263 Add a Discovery Schedule to perform a quick "what and where" scan of your network.................................................................................................................................................264 Add a Discovery Schedule for a thorough scan of managed Windows, Mac, Linux, and UNIX computers..................................................................................................................................271 KACE Systems Management Appliance 8.0 Administrator Guide 8 Obtain a Client ID and Client Secret for use in discovering Chrome devices..............274 Add a Discovery Schedule for a KACE Cloud Mobile Device Manager device...........275 Add a Discovery Schedule for a G Suite device.........................................................276 Add a Discovery Schedule for an AirWatch device.....................................................278 Add a Discovery Schedule for a VMware ESXi host or a vCenter Server...................279 Add a Discovery Schedule for SNMP-enabled non-computer devices........................280 About Discovery Results..............................................................................................282 View and search Discovery Results............................................................................283 Provision the Agent using the discovered IP address or hostname............................283 Stop a running discovery scan....................................................................................284 Delete Discovery Schedules........................................................................................284 Managing device inventory..........................................................................................................285 About managing devices......................................................................................................285 Features available for each device management method...................................................285 About inventory information.................................................................................................292 Tracking changes to inventory settings...............................................................................292 Managing inventory information...........................................................................................293 Add custom data fields................................................................................................293 Schedule inventory data collection for managed devices............................................294 View device inventory and details................................................................................296 Groups and sections of items in device details...........................................................296 About Dell Data Protection | Encryption (DDP|E) and encryption information in device details...................................................................................................................................................313 Add a Dump Inventory registry key to permit inventory collection on Windows DDP|E client devices.......................................................................................................................................318 About Intel AMT information in device details.............................................................322 Finding and managing devices............................................................................................323 Finding devices in inventory.........................................................................................323 Labeling devices to group them...................................................................................324 Run actions on devices................................................................................................325 View devices that have been added manually............................................................325 Delete devices from inventory......................................................................................326 Provisioning the KACE SMA Agent.....................................................................................326 Enabling file sharing.....................................................................................................327 Provisioning the KACE SMA Agent using the GPO Provisioning Tool for Windows devices.................................................................................................................................................329 Provisioning the KACE SMA Agent using onboard provisioning.................................331 Managing provisioning schedules................................................................................334 Managing Agent communications................................................................................337 KACE Systems Management Appliance 8.0 Administrator Guide 9 Updating the KACE SMA Agent on managed devices................................................341 Manually deploying the KACE SMA Agent..........................................................................344 Obtaining Agent installation files..................................................................................344 Manually deploying the KACE SMA Agent on Windows devices................................344 Manually deploying and upgrading the KACE SMA Agent on Linux devices...............346 Performing Agent operations on Linux devices...........................................................347 Manually deploying and upgrading the KACE SMA Agent on Mac devices................348 Performing other Agent operations on Mac devices....................................................350 Viewing information collected by the Agent.................................................................351 Using Agentless management.............................................................................................351 About Agentless device management.........................................................................351 Managing Agentless devices.......................................................................................352 Using SNMP Inventory Configurations to identify specific SNMP objects and non- computer devices to add to inventory.................................................................................................358 Adding devices manually in the Administrator Console or by using the API.......................361 About managing devices..............................................................................................361 Tracking changes to inventory settings.......................................................................361 Add devices manually with the Administrator Console................................................362 Adding devices manually using the API......................................................................365 Forcing inventory updates....................................................................................................374 Force inventory updates from the appliance................................................................374 Force inventory updates from Windows devices.........................................................375 Force inventory updates from Mac OS X devices.......................................................375 Force inventory updates from Linux devices...............................................................375 Managing MIA devices.........................................................................................................375 Configure MIA settings.................................................................................................376 Apply labels to MIA devices.........................................................................................376 Delete MIA devices manually.......................................................................................377 Troubleshoot devices that fail to appear in inventory..................................................377 Obtaining Dell warranty information.....................................................................................379 Obtain Dell warranty information on a single Dell device instantly..............................379 Renew a Dell warranty.................................................................................................379 Run Dell warranty reports............................................................................................380 Managing applications on the Software page.............................................................................380 About the Software page.....................................................................................................380 View items in Software page inventory........................................................................380 Tracking changes to inventory settings...............................................................................381 Adding and deleting applications in Software page inventory.............................................381 Add applications to Software page inventory manually...............................................381 KACE Systems Management Appliance 8.0 Administrator Guide 10

Description:
The KACE SMA is available as a physical or hardware-based appliance, and as a virtual appliance. The virtual KACE SMA uses a VMware® infrastructure. The same system management features are available on both the physical and virtual appliances. For the latest information about. KACE SMA
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KACE® Systems Management Appliance 8.0 Administrator Guide PDF

835 Pages·2017·6.4 MB·English
by  Quest Software Inc.
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KACE® Systems Management Appliance 8.0 Administrator Guide Table of Contents About the KACE Systems Management Appliance (SMA)...................................................................26 About KACE SMA components.....................................................................................................26 About the Administrator Console...................................................................................................27 Components available in Admin mode without the Organization component........................31 Components available in Admin mode with the Organization component enabled...............34 Components available in System mode with the Organization component enabled.............36 Using the Home component..................................................................................................38 About Dashboards..........................................................................................................38 View the Dashboard in Admin mode.............................................................................38 View the Dashboard in System mode...........................................................................39 Customize Dashboard pages.........................................................................................40 About Dashboard widgets..............................................................................................41 View Dashboard details.................................................................................................48 View the KACE SMA version, model, and license information......................................50 View KACE SMA license information............................................................................51 About appliance software updates.................................................................................52 About labels....................................................................................................................52 Searching for information and filtering lists...........................................................................53 Search at the Admin level..............................................................................................53 Search at the page level................................................................................................53 Searching at the page level with advanced options......................................................54 Create Custom Views using Advanced Search criteria.................................................56 Access product documentation......................................................................................57 Log in to the Administrator Console: First login following initial network configuration..........59 Getting started.......................................................................................................................................61 Configuring the appliance..............................................................................................................61 Requirements and specifications...........................................................................................61 Power-on the appliance and log in to the Administrator Console..........................................61 Access the Command Line Console.....................................................................................63 Tracking configuration changes.............................................................................................64 Configuring System-level and Admin-level General Settings................................................64 Configure appliance General Settings with the Organization component enabled........64 Configure Admin-level or organization-specific General Settings..................................69 Configure appliance General Settings without the Organization component.................73 Configure appliance date and time settings..........................................................................78 Verifying port settings, NTP service, and website access.....................................................79 KACE Systems Management Appliance 8.0 Administrator Guide 2 Verify port settings.........................................................................................................79 Verifying the status of the NTP service.........................................................................80 Make necessary websites accessible to the KACE SMA..............................................81 Configuring network and security settings.............................................................................81 Change appliance network settings...............................................................................81 Configure local routing tables........................................................................................84 Configure local web server settings and whitelist hosts................................................85 Configure security settings for the appliance.................................................................86 Configure Active Directory as the single sign on method..............................................90 Generate an SSL certificate...........................................................................................92 Configuring Agent settings.....................................................................................................93 About Konea...................................................................................................................93 Configure Agent settings................................................................................................93 Configuring session timeout and auto-refresh settings.........................................................95 Set session timeout........................................................................................................95 Set auto-refresh properties............................................................................................96 Configuring locale settings.....................................................................................................96 How locale settings are applied.....................................................................................96 Configure locale settings for the Administrator Console and the Command Line Console..................................................................................................................................................97 Configure locale settings for the User Console.............................................................97 Configure locale settings for organizations....................................................................98 Configure locale settings for users................................................................................99 Configure data sharing preferences......................................................................................99 About DIACAP compliance requirements............................................................................100 Enable or disable the Acceptable Use Policy..............................................................100 Configuring Mobile Device Access......................................................................................101 Enable Mobile Device Access for the appliance..........................................................101 Enable Mobile Device Access for users......................................................................102 Download and use KACE GO.....................................................................................103 Disable Mobile Device Access on the appliance.........................................................104 Disable Mobile Device Access for users.....................................................................104 Enable fast switching for organizations and linked appliances...........................................104 Linking Quest KACE appliances..........................................................................................105 Enable appliance linking..............................................................................................106 Add Names and Keys to appliances............................................................................106 Enable access to Federation API settings...................................................................107 Disable appliance linking..............................................................................................108 Configuring history settings..................................................................................................108 KACE Systems Management Appliance 8.0 Administrator Guide 3 About history settings...................................................................................................108 Managing settings history............................................................................................109 Managing asset history................................................................................................110 Managing object history...............................................................................................111 Using change history information.................................................................................112 Setting up and using labels to manage groups of items.............................................................113 About labels.........................................................................................................................113 About Smart Labels......................................................................................................114 About LDAP Labels......................................................................................................114 About label groups.......................................................................................................115 About organization filters..............................................................................................115 Tracking changes to label settings......................................................................................115 Managing manual labels......................................................................................................115 Add or edit manual labels............................................................................................115 View manual label details............................................................................................117 Delete manual labels....................................................................................................117 Managing Smart Labels.......................................................................................................118 Add Smart Labels.........................................................................................................118 Example: Combine Smart Labels to identify devices...................................................119 Edit Smart Labels.........................................................................................................120 Setting up labels for user accounts.............................................................................121 Using Smart Labels for patching..................................................................................122 Using Smart Labels with Discovery Results................................................................124 Adding Smart Labels for devices.................................................................................125 Assign the Smart Label run order................................................................................129 Delete Smart Labels.....................................................................................................129 Managing label groups........................................................................................................130 Add, view, or edit label groups....................................................................................130 Assign labels to or remove labels from label groups...................................................131 Delete label groups......................................................................................................131 Managing LDAP Labels.......................................................................................................132 Add or edit LDAP Labels.............................................................................................132 Enable LDAP Labels....................................................................................................134 Delete LDAP Labels.....................................................................................................134 Use the LDAP Browser................................................................................................135 Configuring user accounts, LDAP authentication, and SSO.......................................................136 About user accounts and user authentication.....................................................................136 About locale settings............................................................................................................136 KACE Systems Management Appliance 8.0 Administrator Guide 4 Managing System-level user accounts................................................................................137 Add or edit System-level user accounts......................................................................137 Manage appliance administrator email notifications....................................................138 Delete System-level user accounts..............................................................................139 Managing organization user accounts.................................................................................140 Add or edit User Roles................................................................................................140 Delete User Roles........................................................................................................141 Add or edit organization user accounts.......................................................................141 Customize user details.................................................................................................143 Archive user accounts..................................................................................................144 View or edit user profiles.....................................................................................................144 Using an LDAP server for user authentication....................................................................146 About the login account on your LDAP server............................................................146 Configure and test LDAP user authentication..............................................................147 Importing users from an LDAP server.................................................................................149 Import user information manually.................................................................................149 Import user information according to a schedule.........................................................152 About single sign on (SSO).................................................................................................155 Using external LDAP or Active Directory servers for single sign on............................155 Enabling and disabling single sign on.................................................................................155 Enable single sign on...................................................................................................156 Disable single sign on..................................................................................................156 Using Active Directory for single sign on.............................................................................156 Configure Active Directory as the single sign on method............................................156 Configuring browser settings for single sign on...........................................................158 Unjoin the domain and disable Active Directory single sign on...................................159 Using Replication Shares............................................................................................................160 Create Replication Shares...................................................................................................161 View Replication Share details............................................................................................163 Managing credentials...................................................................................................................164 Tracking changes to Credentials Management settings......................................................164 Add and edit Secret Key credentials...................................................................................164 Add and edit User/Password credentials.............................................................................165 Add and edit Google OAuth credentials..............................................................................166 Add and edit SNMP credentials..........................................................................................167 View credential usage..........................................................................................................169 Create reports from the Credentials Management list.........................................................169 Export credentials information.............................................................................................170 KACE Systems Management Appliance 8.0 Administrator Guide 5 Delete credentials................................................................................................................170 Configuring assets.......................................................................................................................171 About the Asset Management component..........................................................................171 Using the Asset Management Dashboard...........................................................................171 About the Asset Management Dashboard widgets......................................................172 Customize the Asset Management Dashboard...........................................................173 About managing assets.......................................................................................................174 How asset information differs from inventory information............................................174 Identifying the assets to track......................................................................................175 View assets and search for asset information.............................................................175 Add barcodes to assets...............................................................................................176 Change device owners.................................................................................................176 View and configure asset lifecycle settings.................................................................177 Adding and customizing Asset Types and maintaining asset information...........................178 About Asset Types.......................................................................................................178 Customizing Asset Types.............................................................................................179 About Asset Subtypes, custom fields, and device detail preferences..........................184 Managing Software assets...................................................................................................191 Customize the Software Asset Type............................................................................191 Adding Software assets...............................................................................................192 Managing physical and logical assets.................................................................................194 Add physical Asset Types............................................................................................194 Archive device Assets..................................................................................................196 Maintaining and using manual asset information................................................................196 Managing locations..............................................................................................................197 Manage locations.........................................................................................................197 Add or edit locations....................................................................................................198 Customize location fields.............................................................................................199 Managing contracts..............................................................................................................200 Manage contracts.........................................................................................................201 Add or edit contracts....................................................................................................201 Managing licenses...............................................................................................................204 Manage licenses..........................................................................................................204 Add or edit licenses.....................................................................................................204 Setting up License Compliance...................................................................................................208 About License Compliance for Software Catalog applications............................................208 About license upgrades................................................................................................208 About license downgrades...........................................................................................209 KACE Systems Management Appliance 8.0 Administrator Guide 6 Customize the License Asset Type.....................................................................................209 Add License assets for Software Catalog inventory............................................................210 Add License assets for Software page inventory................................................................214 Importing license data in CSV files.....................................................................................218 How asset information is handled during import..........................................................218 Importing asset data using CSV files...........................................................................218 Managing License Compliance...................................................................................................220 View License Compliance information for Software Catalog applications...........................221 Update software License Compliance information manually...............................................223 Customize license usage warning thresholds.....................................................................223 View License Compliance and Configuration information...................................................224 Setting up Service Desk..............................................................................................................225 Setting up roles for user accounts.......................................................................................225 About default roles.......................................................................................................225 Create a Service Desk staff role..................................................................................226 Assign user roles..........................................................................................................228 Apply labels and roles to Service Desk staff...............................................................228 Create the DefaultTicketOwners account....................................................................229 Configuring email settings....................................................................................................230 About email notifications..............................................................................................230 About Ticket Rules.......................................................................................................231 About POP3 email accounts........................................................................................231 Create and configure POP3 email accounts................................................................231 Configure email preferences........................................................................................232 Configuring email triggers and email templates...........................................................233 Configure CC lists for ticket categories.......................................................................241 Automatically add email addresses to ticket CC List fields.........................................241 Exclude addresses from ticket CC List fields..............................................................242 Prevent email loops......................................................................................................242 Configure the Cache Lifetime for Service Desk widgets.............................................................243 Creating and managing organizations.........................................................................................244 About organizations.............................................................................................................244 About the Default organization.....................................................................................244 Tracking changes to organization settings..........................................................................244 Managing Organization Roles and User Roles...................................................................244 Available default roles..................................................................................................245 Add or edit Organization Roles....................................................................................246 Duplicate Organization Roles.......................................................................................246 KACE Systems Management Appliance 8.0 Administrator Guide 7 Delete roles..................................................................................................................247 Adding, editing, and deleting organizations.........................................................................248 Add or edit organizations.............................................................................................248 Delete organizations.....................................................................................................252 Customizing the logos used for the User Console and organization reports...............252 Managing user accounts for organizations..........................................................................252 Managing organization filters...............................................................................................253 How organization filters work.......................................................................................253 Add or edit organization Data Filters...........................................................................253 Add or edit organization LDAP Filters.........................................................................254 Test organization filters................................................................................................256 Delete organization filters.............................................................................................256 Managing devices within organizations...............................................................................256 Using Advanced Search...............................................................................................257 Filter devices................................................................................................................257 Redirect devices...........................................................................................................257 Understanding device details...............................................................................................257 Running single organization and consolidated reports........................................................258 Importing and exporting appliance resources.............................................................................258 About importing and exporting resources............................................................................258 Transferring resources among appliances using Samba share directories.........................258 Export resources from an appliance............................................................................259 Import resources to an appliance................................................................................259 Transferring resources among organizations......................................................................260 Export resources from organizations...........................................................................260 Import resources to organizations................................................................................261 Managing exported resources at the System level.............................................................261 View or delete shared resources.................................................................................261 Move shared resources from the local KACE SMA to network locations....................261 View or delete the status of resource exports.............................................................262 Managing inventory.............................................................................................................................263 Using Device Discovery...............................................................................................................263 About Device Discovery and device management..............................................................263 Tracking changes to Discovery settings..............................................................................263 Discovering devices on your network..................................................................................263 Add a Discovery Schedule to perform a quick "what and where" scan of your network.................................................................................................................................................264 Add a Discovery Schedule for a thorough scan of managed Windows, Mac, Linux, and UNIX computers..................................................................................................................................271 KACE Systems Management Appliance 8.0 Administrator Guide 8 Obtain a Client ID and Client Secret for use in discovering Chrome devices..............274 Add a Discovery Schedule for a KACE Cloud Mobile Device Manager device...........275 Add a Discovery Schedule for a G Suite device.........................................................276 Add a Discovery Schedule for an AirWatch device.....................................................278 Add a Discovery Schedule for a VMware ESXi host or a vCenter Server...................279 Add a Discovery Schedule for SNMP-enabled non-computer devices........................280 About Discovery Results..............................................................................................282 View and search Discovery Results............................................................................283 Provision the Agent using the discovered IP address or hostname............................283 Stop a running discovery scan....................................................................................284 Delete Discovery Schedules........................................................................................284 Managing device inventory..........................................................................................................285 About managing devices......................................................................................................285 Features available for each device management method...................................................285 About inventory information.................................................................................................292 Tracking changes to inventory settings...............................................................................292 Managing inventory information...........................................................................................293 Add custom data fields................................................................................................293 Schedule inventory data collection for managed devices............................................294 View device inventory and details................................................................................296 Groups and sections of items in device details...........................................................296 About Dell Data Protection | Encryption (DDP|E) and encryption information in device details...................................................................................................................................................313 Add a Dump Inventory registry key to permit inventory collection on Windows DDP|E client devices.......................................................................................................................................318 About Intel AMT information in device details.............................................................322 Finding and managing devices............................................................................................323 Finding devices in inventory.........................................................................................323 Labeling devices to group them...................................................................................324 Run actions on devices................................................................................................325 View devices that have been added manually............................................................325 Delete devices from inventory......................................................................................326 Provisioning the KACE SMA Agent.....................................................................................326 Enabling file sharing.....................................................................................................327 Provisioning the KACE SMA Agent using the GPO Provisioning Tool for Windows devices.................................................................................................................................................329 Provisioning the KACE SMA Agent using onboard provisioning.................................331 Managing provisioning schedules................................................................................334 Managing Agent communications................................................................................337 KACE Systems Management Appliance 8.0 Administrator Guide 9 Updating the KACE SMA Agent on managed devices................................................341 Manually deploying the KACE SMA Agent..........................................................................344 Obtaining Agent installation files..................................................................................344 Manually deploying the KACE SMA Agent on Windows devices................................344 Manually deploying and upgrading the KACE SMA Agent on Linux devices...............346 Performing Agent operations on Linux devices...........................................................347 Manually deploying and upgrading the KACE SMA Agent on Mac devices................348 Performing other Agent operations on Mac devices....................................................350 Viewing information collected by the Agent.................................................................351 Using Agentless management.............................................................................................351 About Agentless device management.........................................................................351 Managing Agentless devices.......................................................................................352 Using SNMP Inventory Configurations to identify specific SNMP objects and non- computer devices to add to inventory.................................................................................................358 Adding devices manually in the Administrator Console or by using the API.......................361 About managing devices..............................................................................................361 Tracking changes to inventory settings.......................................................................361 Add devices manually with the Administrator Console................................................362 Adding devices manually using the API......................................................................365 Forcing inventory updates....................................................................................................374 Force inventory updates from the appliance................................................................374 Force inventory updates from Windows devices.........................................................375 Force inventory updates from Mac OS X devices.......................................................375 Force inventory updates from Linux devices...............................................................375 Managing MIA devices.........................................................................................................375 Configure MIA settings.................................................................................................376 Apply labels to MIA devices.........................................................................................376 Delete MIA devices manually.......................................................................................377 Troubleshoot devices that fail to appear in inventory..................................................377 Obtaining Dell warranty information.....................................................................................379 Obtain Dell warranty information on a single Dell device instantly..............................379 Renew a Dell warranty.................................................................................................379 Run Dell warranty reports............................................................................................380 Managing applications on the Software page.............................................................................380 About the Software page.....................................................................................................380 View items in Software page inventory........................................................................380 Tracking changes to inventory settings...............................................................................381 Adding and deleting applications in Software page inventory.............................................381 Add applications to Software page inventory manually...............................................381 KACE Systems Management Appliance 8.0 Administrator Guide 10

Description:
The KACE SMA is available as a physical or hardware-based appliance, and as a virtual appliance. The virtual KACE SMA uses a VMware® infrastructure. The same system management features are available on both the physical and virtual appliances. For the latest information about. KACE SMA
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