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IT Endpoint Manager

IT Endpoint Manager

Endpoint Manager Administrator Guide 6.43

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Configuration Templates > Manage Procedures > Review / Approve / Decline New 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

Review / Approve / Decline New Procedures

 

The process to review / approve / decline new Windows and Mac procedures are same.

  • New custom script procedures are given an initial status of 'Created'
  • Custom script procedures must be approved before they can be added to a profile
  • Custom patch procedures do not require approval

The review/approval process:

  • Script writer -
  • Go to 'Configuration Templates' > 'Procedures' and create a new script procedure
  • Save the procedure in 'My Procedures' (or a sub-folder)
  • The procedure will have a status of 'Created'
  • Click the name of the new procedure to open its configuration screen.
  • Click the 'Ready to Review' button
  • Approver -
  • Receives a notification that a procedure requires approval
  • Go to 'Configuration Templates' > 'Procedures'. Open the procedure details page.
  • Click 'Approve' to commit the script and make it available for selection in profiles.
  • Click 'Decline' to reject the script.

Notes:

  • The writer and approver in the example above can be the same person.
  • The permissions required to approve a procedure are:
  • 'manage.procedures' and 'manage.procedures.manage'
  • Both these permissions are enabled in the 'Admin' and 'Technician' roles
  • Make sure these permissions are enabled in a custom role if its members are to approve procedures


 

  • Approved procedures can be selected and added to a profile.
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