This article explains how to set up an automation profile for Windows, Mac, or Linux devices by choosing the profile's OS types, so that tasks that can't run on those operating systems are greyed out.

Atera’s Patch Management and IT Automation lets you perform a variety of crucial support tasks including patching, software bundle installation, Windows version upgrades, disk management, maintenance, automated scripting, and more. An automation profile with any of the above tasks can be scheduled to run one-time, weekly, monthly, or flexibly.

Set Up an OS-Specific Automation Profile

In an automation profile, you can choose which operating systems the profile targets: Windows, Mac, Linux, or a combination.

Note: Tasks that cannot be automated for a selected OS will be greyed out.

To set up an OS-specific automation profile:

1. Go to Admin > Monitoring and Automation > Patch Management and IT Automation.

The Patch Management and IT Automation page appears.

2. Select the profile, or create a new one by clicking Add Profile (top right).

The Profile page appears.

3. On the Configuration tab, open OS patch management. Click OS types (top right of the section), then select Windows, Mac, Linux, or a combination. Tasks that can't run on the selected operating systems are greyed out.

4. Choose from the available tasks, and if needed, add a schedule, select execution preferences, and assign the profile. Then click Save.

For more info on setting up an automation profile, see Automate patch management via IT automation profiles.