A 'threshold profile' determines the alerts you receive about your customer’s devices. It can be customized by many parameters (memory usage, CPU load, etc), as well as by the alert types (information, warning, critical) you receive. A basic default threshold profile (set with Atera presets) is automatically assigned to all newly installed agents. However, you can edit the threshold profile or create a new one. After creating a new profile, you must assign it to your agents, folders, or customer(s) for it to take effect.
Note: When creating a new customer or removing an existing threshold profile from an already established customer, the Default Profile is automatically assigned at the customer level.
Assign via the Threshold profiles page
1. From Admin (on the sidebar), go to Thresholds.
The Threshold profiles 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
A threshold profile assigned to a customer will automatically be applied to all folders and agents associated with that customer.
Note: Agents assigned to a specific customer will automatically receive the threshold 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
A profile assigned to a folder will automatically be applied to all agents within that folder. By assigning a new threshold profile to a folder, you will override any profiles previously assigned at the customer level, as well as replace any existing profile assigned to the folder.
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 a threshold profile to an individual agent, you will override the profile assigned at the folder or customer levels, as well as replace any existing profile assigned to the agent(s).
1. From the Devices > All tab, select the agent(s). Then click the Threshold profile symbol ().
Note: To apply the profile to the customer, across all devices, check the All checkbox.
The Select threshold profile window appears.
2. Select the profile from the dropdown menu. Then click Apply.
The 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 threshold profile to a folder, you will override any profiles previously assigned at the customer level, as well as replace any existing profile assigned to the folder(s).
1. From the Devices tab, click the Folders tab. Then select the folder.
Note: You cannot assign a threshold profile to the default 'Unassigned' folder.
2. Click Actions > Threshold profile.
The Select threshold profile window appears.
3. Select the profile from the dropdown menu. Then click Apply.
The profile is assigned to the selected agents.
Assign via the Devices page
1. From the Devices page, select the device(s).
2. Click Assign threshold profile.
The Assign threshold profile window appears.
3. Select the profile from the dropdown list. Then click Assign.
The profile is assigned to the selected agents.
Assign via the Agent console
Agents inherit profile assignments from customers or folders. By assigning a threshold profile to an individual agent, you will override any profiles assigned at the folder and customer levels, as well as replace any existing profile assigned to the agent.
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 Threshold profile, click Manage. The Select threshold profile window appears.
4. Select the threshold profile from the dropdown menu. Then click Apply.
The threshold profile is now assigned to the agent.
Remove profile assignment
Remove via the threshold profile
Remove customer and folder assignments.
Notes
- Changes to — or the removal of — profile assignments can also be made in the Agent console, Customers page, and specific Customer pages.
- Removing a Threshold profile on a customer level will assign the Default Profile.
- When it comes to folders, removing a threshold profile at the folder level will automatically assign the threshold profile at the customer level.
Remove customer assignment
To remove the profile from a customer:
1. Click Admin > Thresholds.
The Threshold profiles 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 > Thresholds.
The Threshold profiles 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 agent assignments
To remove an existing profile:
1. From Devices (on the sidebar), select the device (agent).
The Agent console appears.
2. Go to the Profiles section within the Agent, an click the Edit button next to Threshold profile.
3. On the Manage threshold profile assignment window, search for the profile named None.
4. Select the blank space from the dropdown menu. Then click Apply.
The window closes and the profile is removed from the agent.
