Help CenterEnhance system reliability and efficiency by assigning IT automation profiles across customer, folder, and agent levels. For more information on IT automation profiles, see:
Assign via the IT automation profile
1. From Admin (on the sidebar), go to Patch management and IT automation.
The Patch management and IT automation page appears.
2. Locate the profile and click Assign.
The Profile assignment for ‘[profile name]’ window appears.
You can view previous profile assignments for Customers, Folders, and Agents, and assign the current profile to Customers and Folders.
Assign to customers
Profiles assigned to a customer will automatically be applied to all folders and agents associated with that customer — unless excluded.
Note: Agents assigned to a specific customer will automatically receive the IT automation profile of that customer.
1. In the Customers tab, select the customer from the dropdown list.
2. Click Add. Then click Save.
The window closes and the profile is assigned to the customer.
Assign to folders
Profiles assigned to a folder will automatically be applied to all agents within that folder — unless excluded. By assigning a new automation profile to a folder, you will keep any profiles previously assigned at the customer level, as well as the profile assigned to the folder(s).
1. Select the Folders tab.
2. Select the customer from the dropdown list.
3. Select the folder(s) from the dropdown list.
4. Click Add. Then click Save.
The window closes and the profile is assigned to the folder(s).
Assign to agents
The Agents tab in the Profile assignment window lists the agents that were directly assigned the profile.
To manage direct agent assignments, go to the Agent console.
Assign via the Customer page
To assign a profile via the Customer page:
1. From the Customers page, select the customer.
The Customer page appears.
Assign to agents
Agents inherit profile assignments from customers or folders. By assigning an automation profile to an individual agent, you will keep any profiles assigned at the folder and customer levels, as well as the profile assigned to the agent(s).
1. From the Devices > All tab, select the agent(s). Then click the Assign IT automation profile symbol ().
Note: To apply the profile to the customer, across all devices, check the All checkbox.
The Select IT Automation Profile window appears.
2. Select the profile(s) from the dropdown menu. Then click Apply.
The automation profile is applied to the selected device(s).
Assign to folders
Profiles assigned to a folder will automatically be applied to all agents within that folder — unless a different profile is specifically assigned to them. By assigning a new automation profile to a folder, you will keep any profiles previously assigned at the customer level, as well as the profile assigned to the folder(s).
1. From the Devices tab, click the Folders tab. Then select the folder.
Note: You cannot assign profiles to the default 'Unassigned' folder.
2. Click Actions > IT automation profile.
The Select IT Automation Profile window appears.
3. Assign the profile(s) from the dropdown menu. Then click Apply.
The automation profile is assigned to the selected agents.
Assign via the Devices page
1. From the Devices page, select the device(s).
2. Click Assign automation profile.
The Assign automation profile window appears.
3. Select the profile(s) from the dropdown list. Then click Assign.
The automation profile is assigned to the selected agents.
Assign via the Agent console
Agents inherit profile assignments from customers or folders. By assigning an IT automation profile to an individual agent, you will keep any profiles assigned at the folder and customer levels, as well as the profile assigned to the agent(s).
To apply a profile to an agent:
1. From Devices (on the sidebar), select the device (agent).
The Agent console appears.
2. Navigate to Profiles, on the right-hand side of the screen.
3. Next to IT Automation Profile, click Manage. The Select IT Automation Profile window appears.
4. Select the IT automation profile(s) from the Attach new profile dropdown menu.
5. Click Apply. The automation profile is now assigned to the agent.
Remove profile assignment
Remove via the IT automation profile
Remove customer and folder assignments.
Note:
- Changes to — or the removal of — profile assignments can also be made in the Agent console, Customers page, and specific Customer pages.
- To remove profile assignments at the agent level, see Remove or exclude agent assignments
Remove customer assignment
To remove the profile from a customer:
1. Click Admin > Patch Management and IT Automation.
The Patch management and IT automation page appears.
2. Locate the profile and click Assign.
The Profile assignment for ‘[profile name]’ window appears.
2. Hover the mouse over the assigned customer and click the delete icon ().
3. Click Save.
The window closes and the profile is removed from the customer.
Remove folder assignment
To remove the profile from a folder:
1. Click Admin > Patch Management and IT Automation.
The Patch management and IT automation page appears.
2. Locate the profile and click Assign.
The Profile assignment for ‘[profile name]’ window appears.
2. Select the Folders tab.
3. Hover the mouse over the assigned folder and click the delete icon ().
4. Click Save.
Remove or exclude agent assignments
- Inherited profile assignment: Profiles that were inherited from the parent customer or folder.
- Excluded profile assignment: Inherited profiles that are ignored for this agent.
- Existing profiles: The agent can have multiple automation profiles assigned to it.
To remove an existing profile:
1. From Devices (on the sidebar), select the device (agent).
The Agent console appears.
2. In the Profiles section (on the right), click Manage next to IT automation profile.
The Select IT Automation Profile window appears.
3. Under Existing profiles, click the delete icon (). Then click Apply.
The window closes and the profile is removed from the agent.
Note:
- To exclude an inherited profile: Click Exclude. Then click Apply.
-
To include an excluded profile: Click the delete icon (
). Then click Apply.
Alina Anton