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    Apply IT Automation Profiles to Sites or Agents (IT Departments)

    This article provides instructions for the Atera for IT Departments platform.

    Atera’s Patch Management and IT Automation enables you to automate a variety of crucial support tasks. After an IT Automation profile is created, it must then be applied to your organization's sites or to specific devices (agents) to take effect. This article explains how to apply an automation profile at the site level, where it applies to all a site's devices, or at the device/agent level. Note that you can add as many automation profiles as you wish for each agent. This article describes how to:

     

    Apply an IT automation profile to a site

    You can apply IT automation profiles to a site so that it applies to all the site's devices. This can be done from the profile itself or from the site.

     

    To apply it from the profile:

    1. From Admin (on the side panel), click Patch Management and IT Automation 

    mceclip0.png

     

    2. Click the specific profile.

    mceclip1.pngThe profile opens.

     

    3. Click Applied to (in the Edit Automation Profile section).

    mceclip2.png

     

    4. Click the 'Add Site(s)' dropdown menu and select the site(s) you wish to apply the profile to, then click Save

    mceclip3.png

    The automation profile is now applied to the selected sites.

     

    To apply it from the site:

    1. From Sites (on the side panel), click on the site. 

    mceclip4.png

    The Site page appears.

     

    2. Within the Devices tab > All tab, select the device(s) you'd like to assign the IT automation profile to. To apply the profile to all devices within the site, select the All checkbox.

    mceclip5.png

     

    3. Select the IT Automation Profile icon.

    mceclip6.png

    The Select IT Automation Profile window appears.

     

    4. Select the specific profile(s) from the dropdown list, then click Apply

    mceclip7.png

    Note: You can apply multiple profiles.

    Done! Profile(s) applied.

     

     

    Apply an IT automation profile to an agent

    You can apply an IT automation profile to specific agents (devices).

     

    To apply a profile to an agent:

    1. From the Devices page, click on a specific agent device. 

    mceclip8.png

    The agent console appears.

     

    2. Navigate to Profiles, on the right-hand side of the screen.

    3. Next to IT Automation Profile, click Manage. 

    mceclip9.png

    The Select IT Automation Profile window appears.

    4. Select the profile(s) from the Attach new profile dropdown menu, and click Apply

    mceclip10.png

    Note: You can apply multiple profiles.

     

     

    Remove an IT automation profile from a site

    You can remove an IT automation profile from a site (or individual devices) so that it no longer applies to the devices.

     

    To remove a profile from a site:

    1. From Admin, on the side panel, click Patch Management and IT Automation

    mceclip11.png

     

    2. From the Patch Management and IT Automation page, select the specific profile.

    mceclip12.png

    3. Click Applied to on the Edit Automation Profile page.

    mceclip13.png

     

    4. Under the Sites tab, click the 'trash' icon next to the site(s) you wish to remove from the profile.

    mceclip14.png

    Note: You can remove multiple sites.

     

    5. Click Remove on the confirmation message.

    mceclip15.png

    The site(s) profile assignment has been removed, and the profile will no longer run on the sites' devices.

     

    Note: Changes (or removal) of profile assignment on individual devices and sites can also be done on the agent, Sites, and specific site pages (as detailed in the 'Apply profiles' instructions above).

    Still have a question? Contact us
    Dragos Tulbure

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