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IT Endpoint Manager

IT Endpoint Manager

Endpoint Manager Administrator Guide 6.43

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Configuration Templates > Manage Procedures > View And Manage Procedures
  • Introduction To Endpoint Manager
    • Key Concepts
    • Best Practices
    • Quick Start
    • Sign Up For An ITarian Account
    • Login Into The Admin Console
  • The Admin Console
  • The Dashboard
  • Devices And Device Groups
    • Manage Device Groups
      • Create Device Groups
      • Edit A Device Group
      • Assign Configuration Profiles To A Device Group
      • Remove A Device Group
      • Run Procedures On Customer Groups
    • Manage Devices
      • Add New Devices
      • Manage Windows Devices
        • View And Edit Device Name
        • View Summary Information
        • View Hardware Information
        • View Network Information
        • View Maintenance Windows Associated With Device
        • View And Manage Profiles Associated With A Device
        • View And Manage Applications Installed On A Device
        • View The Files On A Device
        • View Exported Configurations And Import Profiles
        • View MSI Files Installed On A Device Through Endpoint Manager
        • View And Manage Patches For Windows And 3rd Party Applications
        • View Antivirus Scan History
        • View And Manage Device Group Memberships
        • View Device Logs
      • Manage Mac OS Devices
        • View And Edit Mac OS Device Name
        • Summary Information Of Mac Device
        • View Installed Applications
        • View Quarantined Files
        • View And Manage Profiles Associated With A Device
        • View Mac OS Packages Installed On A Device Through Endpoint Manager
        • View And Manage Device Group Memberships
        • View Mac Device Logs
      • Manage Linux Devices
        • View And Edit Linux Device Name
        • Summary Information Of Linux Device
        • View Network Information Of A Linux Device
        • View And Manage Profiles Associated With A Linux Device
        • View Linux Packages Installed On A Device Through Endpoint Manager
        • View And Manage Device Group Memberships
      • Manage Android Devices
        • View And Edit Device Name
        • View Summary Information
        • Manage Installed Applications
        • View And Manage Profiles Associated With A Device
        • View Sneak Peek Pictures To Locate Lost Devices
        • View The Location Of The Device
        • View And Manage Device Group Memberships
      • Manage IOS Devices
        • View Summary Information Of An IOS Device
        • View And Edit Device Name Of An IOS Device
        • View Applications Installed On An IOS Device
        • View And Manage Profiles Associated With An IOS Device
        • View The Location Of An IOS Device
        • View And Manage Group Memberships Of An IOS Device
      • View User Information
      • Remove A Device
      • Remote Management Of Windows And Mac OS Devices
        • Transfer Items To / From The Remote Computer
      • Remotely Manage Folders And Files On Windows Devices
      • Manage Processes On Remote Windows Devices
      • Manage Services On Remote Windows Devices
      • Use The Command Prompt On Remote Windows Devices
      • Apply Procedures To Windows And Mac Devices
      • Remotely Install And Manage Packages On Windows Devices
      • Remotely Install Packages On Mac OS Devices
      • Remotely Install Packages On Linux Devices
      • Send Enrollment Link To IOS Devices
      • Install Apps On Android/iOS Devices
      • Generate An Alarm On Android Devices
      • Remotely Lock Mobile And Mac OS Devices
      • Wipe Selected Mobile And Mac Devices
      • Assign Configuration Profiles To Selected Devices
      • Set / Reset Screen Lock Password For Mobile Devices
      • Update Device Information
      • Send Text Messages To Mobile Devices
      • Restart Selected Windows Devices
      • Shutdown Windows Devices
      • Wake Offline Device
      • Change A Devices Owner
      • Change The Ownership Status Of A Device
      • Add Custom Notes And Tags On Devices
      • Generate Device List Report
    • Bulk Enrollment Of Devices
      • Enroll Windows, Mac OS And Linux Devices By Installing The Communication Client
        • Enroll Windows Devices Via AD Group Policy
        • Enroll Windows, Mac OS And Linux Devices By Offline Installation Of Agent
        • Enroll Windows Devices Using Auto Discovery And Deployment Tool
      • Enroll The Android And IOS Devices Of AD Users
    • Download And Install The Remote Control Tool
  • Users And User Groups
    • Manage Users
      • Create New User Accounts
        • Manually Add Users
        • Import Users From A CSV File
      • Enroll User Devices For Management
        • Enroll Android Devices
        • Enroll IOS Devices
        • Enroll Windows Endpoints
        • Enroll Mac OS Endpoints
        • Enroll Linux OS Endpoints
      • View User Details
        • Update The Details Of A User
      • Assign Configuration Profiles To User Devices
      • Remove A User
      • Generate New Password For A User
      • Reset Two Factor Authentication Token For A User
      • Run Procedures On User Devices
    • Manage User Groups
      • Create A New User Group
      • Edit A User Group
      • Assign Configuration Profiles To A User Group
      • Remove A User Group
      • Run Procedures On Group Devices
    • Configure Role Based Access Control For Users
      • Create A New Role
      • Manage Permissions And Users Assigned To A Role
      • Remove A Role
      • Manage Roles Assigned To A User
  • Configuration Templates
    • Create Configuration Profiles
      • Profiles For Android Devices
      • Profiles For IOS Devices
      • Profiles For Windows Devices
        • Create Windows Profiles
          • Associated Devices Settings
          • Remote Control Settings
          • Client Access Control
          • Client Proxy Settings
          • Communication Client Update Settings
          • Client UI Settings
          • Remote Tools Settings
          • Monitors
          • Procedure Settings
          • Patch Management Settings
          • Maintenance Window Settings
          • Global Proxy Settings
          • Communication Client Rebranding
          • Client Logging Settings
          • Antivirus Settings
          • Firewall Settings
          • HIPS Settings
          • File Rating Settings
          • Containment Settings
          • VirusScope Settings
          • Xcitium Verdict Cloud
          • Agent Discovery Settings
          • External Devices Control Settings
          • Miscellaneous Settings
          • Script Analysis Settings
          • Data Loss Prevention Settings
          • Xcitium Client Security Access Control
          • XCS Updates
          • Xcitium Client Security UI Settings
          • XCS Logging Settings
          • Thumbnails Settings
          • Performance Settings
          • Chat Settings
        • Import Windows Profiles
      • Profiles For Mac OS Devices
        • Create A Mac OS Profile
          • Antivirus Settings For Mac OS Profile
          • Certificate Settings For Mac OS Profile
          • Restrictions Settings For Mac OS Profile
          • VPN Settings For Mac OS Profile
          • Wi-Fi Settings For Mac OS Profile
          • Remote Control Settings For Mac OS Profile
          • External Device Control Settings For Mac OS Profile
          • Valkyrie Settings For MacOS Profile
          • Procedure Settings For Mac Profiles
          • Monitor Settings For Mac OS Profile
      • Profiles For Linux Devices
        • Create A Linux Profile
          • Antivirus Settings For Linux Profile
          • Communication Client And Comodo Client - Security Application Update Settings For Linux Profile
          • User Interface Settings For Linux Profile
          • Logging Settings For Linux Profile
          • Clients Access Control Settings For Linux Profile
          • Valkyrie Settings For Linux Profile
    • View And Manage Profiles
      • Export And Import Configuration Profiles
      • Clone A Profile
    • Edit Configuration Profiles
    • Manage Default Profiles
    • Manage Alerts
      • Create A New Alert
      • Edit / Delete An Alert
    • Manage Procedures
      • View And Manage Procedures
      • Create A Custom Procedure
      • Combine Procedures To Build Broader Procedures
      • Review / Approve / Decline New Procedures
      • Add A Procedure To A Profile / Procedure Schedules
      • Import / Export / Clone Procedures
      • Change Alert Settings
      • Apply Procedures To Devices
      • Edit / Delete Procedures
      • View Procedure Results
    • Manage Monitors
      • Create Monitors And Add Them To Profiles
        • Monitors For Windows Devices
        • Monitors For Mac OS Devices
      • View And Edit Monitors
    • Data Loss Prevention Rules
      • Create DLP Discovery Rules And Add Them To Profiles
      • View And Edit DLP Discovery Rules
      • Create DLP Monitoring Rules And Add Them To Profiles
      • View And Edit DLP Monitoring Rules
  • Security Systems
    • Security Dashboards
      • View Security Events By Time
      • View Security Events By Files
      • View Security Events By Device
    • View Contained Applications
    • Manage File Trust Ratings On Windows Devices
      • File Ratings Explained
    • View List Of Valkyrie Analyzed Files
    • Antivirus And File Rating Scans
      • Run Antivirus And/or File Rating Scans On Devices
      • Handle Malware On Scanned Devices
      • Update Virus Signature Database On Windows, Mac OS And Linux Devices
    • View And Manage Identified Malware
    • View And Manage Quarantined Items
    • View Android Threat History
    • View And Manage Autorun Items
    • View History Of External Device Connection Attempts
    • Data Loss Prevention Scans
      • DLP Logs
      • DLP Quarantined Files
  • Network Management
    • Create And Run Network Discovery Tasks
    • Manage Profiles For Network SNMP Devices
    • Manage Network Devices
      • Manage SNMP Devices
        • SNMP Device Details Interface
      • Discovered Devices
    • Manage Network Monitors
  • Application Store
    • IOS Apps
      • Add IOS Apps And Install Them On Devices
      • Manage IOS Apps
    • Android Apps
      • Add Android Apps And Install Them On Devices
      • Manage Android Apps
    • Windows Apps
      • Install Windows Apps On Devices
  • Applications
    • View Applications Installed On Android And IOS Devices
      • Blacklist And Whitelist Applications
    • Patch Management
      • Manage OS Patches On Windows Endpoints
      • Install 3rd Party Application Patches On Windows Endpoints
        • EM Supported 3rd Party Applications
    • View And Manage Applications Installed On Windows Devices
      • Uninstall A Windows Application From Selected Devices
      • Uninstall A Windows Application From All Devices
    • Vulnerability Management
  • License Management
    • Manage Your Licenses
    • Manage License Allocation
    • Bill Forecast
  • Configure Endpoint Manager
    • Email Notifications, Templates And Custom Variables
      • Configure Email Templates
      • Configure Email Notifications
      • Create And Manage Custom Variables
      • Create And Manage Registry Groups
      • Create And Manage COM Groups
      • Create And Manage File Groups
      • View And Manage Pattern Variables
      • View And Manage Keyword Groups
    • Endpoint Manager Portal Configuration
      • Import User Groups From LDAP
      • Configure Communication And Security Client Settings
        • Configure The EM Android Client
          • Configure Android Client General Settings
          • Configure Android Client Antivirus Settings
          • Add Google Cloud Messaging (GCM) Token
        • Add Apple Push Notification Certificate
        • Configure Windows Clients
          • Configure Communication Client Settings
          • Configure Client Security Settings
      • Manage Endpoint Manager Extensions
      • Configure Endpoint Manager Reports
      • Device Removal Settings
      • Account Security Settings
      • Set-up Administrators Time Zone And Language
      • Configure Audit Log Settings
    • Integrate Apple DEP With Endpoint Manager
      • Link Endpoint Manager With Apple DEP
      • Manage Apple DEP Devices
      • Manage Apple DEP Profiles
      • Configure Apple DEP Notifications
    • View Version And Support Information
  • Appendix 1a - Endpoint Manager Services - IP Nos, Host Names And Port Details - EU Customers
  • Appendix 1b - Endpoint Manager Services - IP Nos, Host Names And Port Details - US Customers
  • Appendix 2 – Endpoint Manager License Types
  • Appendix 3 - Pre-configured Profiles
  • About ITarian

View and Manage Procedures


  • Click 'Configuration Templates' > 'Procedures'
  • There are two categories of procedure:

  1. 'Predefined Procedures - two types: 'Script' and 'Patch' procedures.

  • EM does not support patch procedures for MAC devices, and there are currently no predefined procedures for MAC. You can only create custom procedures.

  1. 'My Procedures' - custom procedures that you create.

  • You cannot edit a predefined procedure, but you can clone one and modify it to create a custom procedure. See Create a Custom Procedure for help with this.
  • The predefined procedures folder has multiple sub-folders with scripts for various task areas. Click here to view a full list of sub-categories.
  • The 'Patch Deployment' sub-folder has procedures to install updates on Windows OS devices.

     


Column Heading

Description

 OS

The operating system for which the procedure was designed.

Procedure Name

The procedure label.

  • Click the name to view, edit, schedule or approve/decline the procedure.
  • See Review / Approve / Decline new procedures and Edit / Delete Procedures for more details.

Type

 Whether the procedure is a custom or a predefined procedure.

Status

The current status of the procedure. The possible statuses are:

  • Created
  • Edited
  • Ready to review
  • Approved
  • Declined

Custom procedures must be approved by an admin before you can deploy them.

Content Type

 States whether the procedure is script procedure or a patch procedure.

Created by

 The administrator who created the custom procedure.

  • Click the admin name to view their details. See View User Details if you need help with this.

Created On

 Date and time the procedure was created.

Last Modified By

 The admin who most recently edited the procedure.

Updated On

 Date and time the procedure was last edited.

Controls

Create

 Configure a new script or patch procedure. See 'Create a Custom Procedure' for help with this.

Import / Export / Clone

 Import a saved procedure, export and save a procedure, or clone an existing procedure.


Cloned procedures can be modified to create a new, custom procedure.


See 'Import / Export / Clone Procedures' for more details.

Run

 Execute a procedure on target devices. See 'Apply Procedures to Devices' for more details.

Delete Procedure

 Remove procedures from Endpoint Manager. Use the check-boxes to select the procedures.

Export

Save the list of currently displayed procedures as a comma separated values (CSV) file.


The exported .csv is available at 'Dashboard' > 'Reports'


See Export the List of Procedures for more details.

Sub-categories of 'Predefined Procedures'

EM currently has predefined procedures for Windows devices only.

  • Click 'Configuration Templates' > 'Predefined Procedures'
  • Click the 'Predefined Procedures' folder
  • Open a category folder to view related procedures
  • Procedures are shown on the right:




The following table lists all predefined categories and procedures:

 

Category

Procedures

Application

 Scripts to run tasks on ITarian and 3rdparty applications.


Examples include install/uninstall applications, kill running applications, get details on running applications/processes/servers + many other useful scripts.

C1 Integration

Scripts to ensure your ITarian environment runs smoothly. Examples include generate a patch report, run a backup operation, and restart the communication client.

File Operations

 Copy, move/delete files/folders, find and remove duplicate files, compress/decompress folders, clean up temporary/downloaded files, and more.

Monitors

 Scripts to generate alerts or run specific tasks if a condition is met. For example, 'Alert me if someone connects a USB drive to the system'.

 

These can be used in the monitor settings of a Windows profile. See Add Custom Monitoring Conditions for more details.

Network

Scripts to run tasks on, or get information about, your network.


For example, view TCP/IP settings, save/restore network configurations, clear DNS cache and more.

Patch Deployment

Installation and update of OS patches of different categories.

Reports

Contains procedures for obtaining various system logs.

System

Reboot devices, create restore point, enable/disable USB ports, mapping network drives, running disk defragmentation, fixing disk errors and more.

Task Scheduler

Create new tasks and schedule them, run tasks and more.

User Accounts

Add/remove domain user to a group, enable/disable user access control (UAC), get UAC status and more

 

Any predefined procedure can be cloned and edited to create a custom procedure. See the following sections for more details.

  • Import / Export / Clone Procedures
  • Edit Procedures
  • Add a Procedure to a Profile / Procedure Schedules

View 'My Procedures'

  • Click 'Configuration Templates' > 'Procedures'. Expand the 'My Procedures' folder. Each folder has sub-folders which display procedures under specific categories (for example, 'Ready for review')
 


Add a subfolder to the My Procedures folder

  • Place your mouse on the 'My Procedures' folder and click '+' beside it




  • Enter a name for the sub-folder to be created in the 'Add Folder' dialog and click 'Add'

The sub-folder will be created and displayed under 'My Procedures'.



You can also add sub-folders of a sub-folder. Once sub folders are created, you can create new procedures inside them or import/clone predefined procedures.


See the following sections for more details about:

  • Create a new procedure
  • Import / Export / Clone Procedures
  • Edit a Procedure

Edit the name of a sub folder under 'My Procedures'

  • Place your mouse on the sub-folder and click the pencil symbol beside it
  • Enter a new name for the sub-folder in the 'Edit Folder' dialog and click 'Save'




The folder name will be updated in folder tree.


Note: You cannot edit or delete the 'Ready for Review' folder.


Delete a sub folder under 'My Procedures' folder

  • Place your mouse on the sub folder and click the trash can symbol beside it




  • Click 'Confirm' to update the tree.


Export the Procedure List

  • Click 'Configuration Templates' > 'Procedures'.
  • Click 'My Procedures' or 'Predefined Procedures'
  • Click the 'Export' button then choose 'Export to CSV':




  • The CSV file will be available in 'Dashboard' > 'Reports'
  • See Reports in The Dashboard for more details.
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