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Apply Monitoring Templates to existing Windows Agent from 9.8.9 and Mac Agent 3.0.2

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Where circumstances change and different monitoring is required, you can apply Monitoring Templates to existing Agents on individual computers, to a number of devices through multi-select or at the Client and Site level. For example, add monitoring to an Asset Tracking only Agent.

 

Monitoring Templates use a hierarchical structure so any templates assigned at the Client level are also applied to any associated Sites under that Client.

 

To assign Monitoring Templates across a Client or Site

 

Client or Site Level

1.Login to the Dashboard
2.Right-click on the target Client or Site in the Monitoring and Management menu (or from the Edit drop-down)
3.Select Apply Monitoring Template
4.Choose the Device type and behaviour (below)
5.Apply once complete to update the Devices' settings
6.Review the changes
7.Enter the password you have logged into the Dashboard under to confirm

 

Multiple Devices

1.Login to the Dashboard
2.Go to the Servers, Workstations or Mixed pane
3.Multi-select the devices to apply the template to (Shift and left-click for a range, Control and left-click for specific devices)
4.Right-click on one of the selection or from the Servers or Workstations drop-down
5.Choose Monitoring Templates
6.Apply Monitoring Template
7.Choose the Device type and behaviour (below)
8.Apply
9.Verify the devices to add the Template to (multiple device selection)
10. Review the changes
11. Enter the password you have logged into the Dashboard under to confirm

 

Note: Checks are only added to servers and workstations capable of supporting that Check, for example a Windows Check cannot be added to a Mac workstation, or a Mac Monitoring Template applied to a Windows computer.

 

 

Apply Monitoring Template

 

Select the type of devices to update

Choose the device type from Servers or Workstations

 

Add checks and tasks with a monitoring template or use the check detection scan

 

Run the check detection scan to automatically add applicable checks

Performs the default Check discovery scan. This automatically adds Checks for supported products where detected (for example, supported backup and antivirus software) as well as the standard Checks for the device type.

 

Select monitoring templates

Move the required templates between the Available Templates to Selected Templates windows.

 

Available Templates list all Monitoring Templates associated with the selected device type (excluding Asset Tracking Only). Up to ten Monitoring Template may be moved from the available to selected window.

 

1.Use Shift and left-click to choose a range or Control and left-click for specific templates in the Available Templates window.
2.Click the arrow buttons or drag and drop the templates between windows

 

To avoid duplication when adding multiple Monitoring Templates a cascade system is used based on the Selected Templates ordering. All Checks and Automated Tasks in the first (top) template are applies with any duplicates identified in the subsequent templates omitted. For example if duplicates exist in the first and second template, any duplicates are removed from the second placed template with a similar comparison performed for successive templates. So the third placed template is compared against the first then second placed template with any duplicates removed from the third placed template.

 

To promote or demote a Monitoring Template simply drag the template to the required position in the Selected Templates window.

 

Select update behaviour

 

Add the new checks and tasks to the existing checks and tasks

Retain the existing Checks and Automated Tasks and only add any new Checks or Automated Tasks from the Selected Templates

 

Replace existing checks and tasks with those in the template in the event of duplicates

This option determines how Checks or Automated Tasks that are already running on the Agent should be handled in the event of duplicates in the Selected Templates.

 

Important: Naming convention and Duplicate Automated Tasks

To identify existing Automated Tasks, the Descriptive Name entered in the Monitoring Template must precisely match the name of the Automated Task already assigned to the Device.

 

If the Descriptive Name does not match that already in use on the Device, i.e. it uses a different name or is left blank, a new Automated Task will be added to the Device.

 

Existing Task Name

Monitoring Template Task Name

Outcome

Reboot 300

Reboot 300

Match, identified as duplicate. Selected action taken

Reboot 300

Reboot300

No match, new Task added

Reboot 300

Reboot

No match, new Task added

Reboot 300


No match, new Task added

 

Replace the existing checks and tasks

Replaces all of the existing Checks and Automated Tasks with those from the Selected Templates.

 

Replace the existing checks and tasks and blank Monitoring Templates

 

For blank Monitoring Templates the option to Replace the existing checks and tasks only removes the current Checks and Tasks. It does not apply any changes to the DSC or 24x7 Check frequency on the device selection.

 

Information on how to change the Check frequency when applying a blank Monitoring Template to existing Devices is available from Apply the "Checkless" Monitoring Template from the Dashboard

 

 

 

Checks associated with a feature

Monitoring Templates are not applied to Checks installed by and associated with a feature.

 

These include: Patch Status Check for Patch Management | Managed Antivirus - Bitdefender engine: Managed Antivirus Check, Antivirus Update Check - Managed Antivirus (Bitdefender), Windows Service Check - Managed Antivirus Endpoint Agent Service, Windows Service Check - Managed Antivirus Endpoint Host Service, Windows Service Check - Managed Antivirus Endpoint Integration Service, Windows Service Check - Managed Antivirus Endpoint Master Service, Windows Service Check - Managed Antivirus Endpoint Update Service | Managed Antivirus - VIPRE engine: Managed Antivirus Check, Antivirus Update Check - Managed Antivirus, Windows Service Check - Managed Antivirus for Managed Antivirus | Backup Check - Backup & Recovery, Windows Service Check - Backup Service Controller for Backup & Recovery.

 

Communication and Monitoring Template application process

The Apply Monitoring Template option uses the persistent outbound connection to immediately communicate the upgrade command to the Agent and if this connection type is unavailable the Agent will begin the upgrade process the next time it checks in. Please be aware that it may take several minutes for the upgrade process to complete once the command is received by the Agent.

 

Notes

Monitoring Templates are queued for installation on any devices that are currently offline or overdue, with the Monitoring Templates applied the next time they report back to the Dashboard.

 

Please be aware that only the first Monitoring Template request is queued for devices that are currently offline or overdue, any subsequent Monitoring Template requests are not queued.

 

 

Menu

Apply Monitoring Template Dialog

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Review Changes

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