Create your own software bundles by selecting applications from your Homebrew or Chocolatey repositories — or your exclusive private stash (private software repository)! You can attach software bundles to your IT automation profiles, to deploy upon a scheduled run, ensuring all your devices have the right software and versions.

Create a software bundle

You can create software bundles for your Windows (Chocolatey and private repo) and Mac (Homebrew) devices. 

To create a software bundle:

1. From Admin (on the sidebar), click Software management.

The Software management page appears.

2. From the Software bundles tab, click Create bundle. Then select the OS type for your bundle.

The Create software bundle window appears.

3. Enter the bundle name.

4. Search for the software in the search bar. Then click Add to include it in the bundle. Do this as many times as necessary to add all needed software to the bundle.

Note: When viewing software in the bundle, the version shown refers to the version at the time the software was added. However, when installing the bundle, the newest version of the software will be installed. If you don’t want the latest available version of a software installed, you can exclude it in the associated IT automation profile (under Excluded software patches).

5. Click Create.

Your newly created software bundle appears in the Software bundles tab — where it can be edited, cloned, or deleted

Install software bundle

There are multiple ways to install software bundles. This includes manually managing devices and installations via IT automation profiles.
Note: Installing a bundle via a device's Manage option will result in the installation of the chosen software versions that were available at the time the bundle was initially created. To install the most recent version of the software, associate the software bundle with an IT Automation profile

Install a software bundle via an IT automation profile

You can add software bundles to IT automation profiles for automated installation across applied devices.
Note: 

• Ensure the IT automation profile is applied to your devices. For more information, see Apply IT automation profiles to agents, folders, or users
• Ensure the IT automation profile is applied to your devices. For more information, see Apply IT automation profiles to agents, folders, or customers
• Ensure the IT automation profile has a schedule. For more information, see Schedule an IT automation profile

To add a software bundle to an IT automation profile:

1. Go to Admin > Monitoring and automation > Patch management and IT automation.

The Patch management and IT automation page appears.

2. Select a profile (or create a new one by clicking Add profile).

The Profile page appears.

3. Under Software bundle, click Select. The Select software bundle window appears. 

4. Select the software bundle from the dropdown menu. Then click Select.

The software bundle is added to the automation profile.

5. Click Save to update the profile.

The software bundle will be installed on all assigned devices during the automation profile's next scheduled run.

Note: You can run the automation profile on all assigned devices — and deploy the software bundle immediately — by clicking Run now.

Install software bundle on a single device

To install a software bundle on a single device:

1. From Devices (on the sidebar), check the device and click Software installation.

The Software installation window appears.

2. Select the Software bundle tab.

3. In the Software execution preferences field, choose to install the software bundle:

• Online devices only.
• Online and offline devices — keep the task in the queue for a set amount of time, until the device goes back online (1 hour, 1 day, 1 week, 2 weeks, or 1 month).

4. Select the bundle from the dropdown menu. 

5. Click Install.

Installation request sent!

Install software bundle on multiple devices

You can install a bundle on all or some of your end-user Windows or Mac OS devices — or on folders.
Note: Software bundles are organized by OS type, so they can't be installed on multiple devices with different operating systems.

To install a software bundle on multiple devices:

1. From Devices, select the devices.

2. Click Software installation. The Software installation window appears.

3. Select the Software bundle tab.

4. In the Software execution preferences field, choose to install the software bundle:

• Online devices only.
• Online and offline devices — keep the task in the queue for a set amount of time, until the device goes back online (1 hour, 1 day, 1 week, 2 weeks, or 1 month).

5. Select the bundle from the dropdown menu. 

6. Click Install.

Installation request sent!

Review software installation

Generate a Software Inventory report to ensure the software bundle has been deployed to your end-user devices.

Edit software bundles

To edit a bundle:

1. Go to Admin > Monitoring and automation > Software management.

The Software management page appears.

2. From the Software bundles tab, select the bundle.

The Edit software bundle window appears.

• Edit bundle name: Enter the updated name in the Name field.
• Add software: Search for software via the search bar. Then click Add.
• Delete software: Click the delete icon () next to the software you want to delete from the bundle.
• Enable/disable software: Toggle software on or off (under the Actions column) to include or exclude it from the bundle installation.

3. Click Save.

Clone or delete software bundles

To clone or delete a bundle:

1. Go to Admin > Monitoring and automation > Software management.

The Software management page appears.

2. From the Software bundles tab, click the Actions dropdown on the bundle. Then select:

• Clone: The software bundle will be duplicated with "(Cloned)" added to the bundle name. For example, if you clone "Bundle1", it will be named "Bundle1 (Cloned)".
• Delete: After confirming the request, the software bundle will be deleted and unassigned from associated automation profiles.