Table Of Content

KACE® Systems Management Appliance (K1000) 7.2 Administrator Guide Table of Contents About the KACE Systems Management Appliance (K1000)................................................................26 About K1000 components.............................................................................................................26 About the Administrator Console...................................................................................................27 Components available in Admin mode without the Organization component........................31 Components available in Admin mode with the Organization component enabled...............33 Components available in System mode with the Organization component enabled.............35 Using the Home component..................................................................................................36 About Dashboards..........................................................................................................36 View the Dashboard in Admin mode.............................................................................37 View the Dashboard in System mode...........................................................................37 Customize Dashboard pages.........................................................................................38 About Dashboard widgets..............................................................................................39 View Dashboard details.................................................................................................44 View the K1000 version, model, and license information..............................................46 View K1000 license information.....................................................................................48 About appliance software updates.................................................................................48 About labels....................................................................................................................49 Searching for information and filtering lists...........................................................................49 Search at the Admin level..............................................................................................49 Search at the page level................................................................................................50 Searching at the page level with advanced options......................................................50 Create Custom Views using Advanced Search criteria.................................................53 Access product documentation......................................................................................53 Log in to the Administrator Console: First login following initial network configuration..........56 Getting started.......................................................................................................................................58 Configuring the appliance..............................................................................................................58 Requirements and specifications...........................................................................................58 Power-on the appliance and log in to the Administrator Console..........................................58 Access the Command Line Console.....................................................................................60 Tracking configuration changes.............................................................................................61 Configuring System-level and Admin-level General Settings................................................61 Configure appliance General Settings with the Organization component enabled........61 Configure Admin-level or organization-specific General Settings..................................66 Configure appliance General Settings without the Organization component.................70 Configure appliance date and time settings..........................................................................75 Verifying port settings, NTP service, and website access.....................................................75 KACE Systems Management Appliance (K1000) 7.2 2 Verify port settings.........................................................................................................75 Verifying the status of the NTP service.........................................................................77 Make necessary websites accessible to the K1000 appliance......................................77 Configuring network and security settings.............................................................................78 Change appliance network settings...............................................................................78 Configure local routing tables........................................................................................80 Configure local web server settings and whitelist hosts................................................81 Configure security settings for the appliance.................................................................82 Configure Active Directory as the single sign on method..............................................87 Configure Quest Identity Broker as the single sign on method.....................................89 Generate an SSL certificate...........................................................................................90 Configuring Agent settings.....................................................................................................91 About Konea...................................................................................................................91 Configure Agent settings................................................................................................91 Configuring session timeout and auto-refresh settings.........................................................93 Set session timeout........................................................................................................93 Set auto-refresh properties............................................................................................94 Configuring locale settings.....................................................................................................94 How locale settings are applied.....................................................................................94 Configure locale settings for the Administrator Console and the Command Line Console..................................................................................................................................................95 Configure locale settings for the User Console.............................................................95 Configure locale settings for organizations....................................................................96 Configure locale settings for users................................................................................97 Configure data sharing preferences......................................................................................97 About DIACAP compliance requirements..............................................................................98 Enable or disable the Acceptable Use Policy................................................................98 Configuring Mobile Device Access........................................................................................99 Enable Mobile Device Access for the appliance............................................................99 Enable Mobile Device Access for users......................................................................100 Download and use KACE GO.....................................................................................101 Disable Mobile Device Access on the appliance.........................................................102 Disable Mobile Device Access for users.....................................................................102 Enable fast switching for organizations and linked appliances...........................................102 Linking Quest KACE appliances..........................................................................................103 Enable appliance linking..............................................................................................104 Add Names and Keys to appliances............................................................................104 Enable access to Federation API settings...................................................................105 Disable appliance linking..............................................................................................106 KACE Systems Management Appliance (K1000) 7.2 3 Configuring history settings..................................................................................................106 About history settings...................................................................................................106 Managing settings history............................................................................................107 Managing asset history................................................................................................108 Managing object history...............................................................................................109 Using change history information.................................................................................110 Setting up and using labels to manage groups of items.............................................................111 About labels.........................................................................................................................111 About Smart Labels......................................................................................................111 About LDAP Labels......................................................................................................112 About label groups.......................................................................................................112 About organization filters..............................................................................................112 Tracking changes to label settings......................................................................................113 Managing manual labels......................................................................................................113 Add or edit manual labels............................................................................................113 View manual label details............................................................................................114 Delete manual labels....................................................................................................114 Managing Smart Labels.......................................................................................................115 Add Smart Labels.........................................................................................................115 Example: Combine Smart Labels to identify devices...................................................116 Edit Smart Labels.........................................................................................................117 Setting up labels for user accounts.............................................................................118 Using Smart Labels for patching..................................................................................119 Using Smart Labels with Discovery Results................................................................121 Adding Smart Labels for devices.................................................................................122 Assign the Smart Label run order................................................................................126 Delete Smart Labels.....................................................................................................126 Managing label groups........................................................................................................126 Add, view, or edit label groups....................................................................................127 Assign labels to or remove labels from label groups...................................................127 Delete label groups......................................................................................................128 Managing LDAP Labels.......................................................................................................128 Add or edit LDAP Labels.............................................................................................129 Enable LDAP Labels....................................................................................................131 Delete LDAP Labels.....................................................................................................131 Use the LDAP Browser................................................................................................131 Configuring user accounts, LDAP authentication, and SSO.......................................................133 About user accounts and user authentication.....................................................................133 KACE Systems Management Appliance (K1000) 7.2 4 About locale settings............................................................................................................133 Managing System-level user accounts................................................................................134 Add or edit System-level user accounts......................................................................134 Manage appliance administrator email notifications....................................................135 Delete System-level user accounts..............................................................................136 Managing organization user accounts.................................................................................137 Add or edit User Roles................................................................................................137 Delete User Roles........................................................................................................138 Add or edit organization user accounts.......................................................................138 Customize user details.................................................................................................140 Archive user accounts..................................................................................................141 View or edit user profiles.....................................................................................................141 Using an LDAP server for user authentication....................................................................143 About the login account on your LDAP server............................................................143 Configure and test LDAP user authentication..............................................................144 Importing users from an LDAP server.................................................................................146 Import user information manually.................................................................................146 Import user information according to a schedule.........................................................149 About single sign on (SSO).................................................................................................152 Using external LDAP or Active Directory servers for single sign on............................152 About Quest Identity Broker.........................................................................................153 Enabling and disabling single sign on.................................................................................153 Enable single sign on...................................................................................................153 Disable single sign on..................................................................................................154 Using Active Directory for single sign on.............................................................................154 Configure Active Directory as the single sign on method............................................154 Configuring browser settings for single sign on...........................................................156 Unjoin the domain and disable Active Directory single sign on...................................157 Using Quest Identity Broker for single sign on....................................................................157 Configure Quest Identity Broker as the single sign on method...................................157 Manage Quest Identity Broker user approval requests...............................................158 Use single sign on through Quest Identity Broker.......................................................159 Using Replication Shares............................................................................................................160 Create Replication Shares...................................................................................................161 View Replication Share details............................................................................................163 Managing credentials...................................................................................................................164 Tracking changes to Credentials Management settings......................................................164 Add and edit Secret Key credentials...................................................................................165 KACE Systems Management Appliance (K1000) 7.2 5 Add and edit User/Password credentials.............................................................................165 Add and edit Google OAuth credentials..............................................................................167 Add and edit SNMP credentials..........................................................................................168 View credential usage..........................................................................................................169 Create reports from the Credentials Management list.........................................................170 Export credentials information.............................................................................................170 Delete credentials................................................................................................................171 Configuring assets.......................................................................................................................171 About the Asset Management component..........................................................................171 About managing assets.......................................................................................................172 How asset information differs from inventory information............................................172 Identifying the assets to track......................................................................................173 View assets and search for asset information.............................................................173 Add barcodes to assets...............................................................................................174 Change device owners.................................................................................................174 Adding and customizing Asset Types and maintaining asset information...........................175 About Asset Types.......................................................................................................175 Customizing Asset Types.............................................................................................175 About Asset Subtypes, custom fields, and device detail preferences..........................180 Managing Software assets...................................................................................................187 Customize the Software Asset Type............................................................................187 Adding Software assets...............................................................................................188 Managing physical and logical assets.................................................................................189 Add physical Asset Types............................................................................................189 Archive device Assets..................................................................................................191 Maintaining and using manual asset information................................................................191 Managing locations..............................................................................................................192 Manage locations.........................................................................................................192 Add or edit locations....................................................................................................193 Customize location fields.............................................................................................193 Setting up License Compliance...................................................................................................195 About License Compliance for Software Catalog applications............................................195 About license upgrades................................................................................................196 About license downgrades...........................................................................................196 Customize the License Asset Type.....................................................................................196 Add License assets for Software Catalog inventory............................................................198 Add License assets for Software page inventory................................................................201 Importing license data in CSV files.....................................................................................204 KACE Systems Management Appliance (K1000) 7.2 6 How asset information is handled during import..........................................................204 Importing asset data using CSV files...........................................................................204 Managing License Compliance...................................................................................................207 View License Compliance information for Software Catalog applications...........................207 Update software License Compliance information manually...............................................209 Customize license usage warning thresholds.....................................................................209 View License Compliance and Configuration information...................................................210 Setting up Service Desk..............................................................................................................211 Setting up roles for user accounts.......................................................................................211 About default roles.......................................................................................................211 Create a Service Desk staff role..................................................................................212 Assign user roles..........................................................................................................214 Apply labels and roles to Service Desk staff...............................................................214 Create the DefaultTicketOwners account....................................................................215 Configuring email settings....................................................................................................216 About email notifications..............................................................................................216 About Ticket Rules.......................................................................................................217 About POP3 email accounts........................................................................................217 Create and configure POP3 email accounts................................................................217 Configuring email triggers and email templates...........................................................219 Configure CC lists for ticket categories.......................................................................227 Automatically add email addresses to ticket CC List fields.........................................228 Exclude addresses from ticket CC List fields..............................................................228 Prevent email loops......................................................................................................229 Configure the Cache Lifetime for Service Desk widgets.............................................................230 Creating and managing organizations.........................................................................................230 About organizations.............................................................................................................230 About the Default organization.....................................................................................231 Tracking changes to organization settings..........................................................................231 Managing Organization Roles and User Roles...................................................................231 Available default roles..................................................................................................231 Add or edit Organization Roles....................................................................................232 Duplicate Organization Roles.......................................................................................233 Delete roles..................................................................................................................234 Adding, editing, and deleting organizations.........................................................................234 Add or edit organizations.............................................................................................234 Delete organizations.....................................................................................................238 Customizing the logos used for the User Console and organization reports...............239 KACE Systems Management Appliance (K1000) 7.2 7 Managing user accounts for organizations..........................................................................239 Managing organization filters...............................................................................................239 How organization filters work.......................................................................................240 Add or edit organization Data Filters...........................................................................240 Add or edit organization LDAP Filters.........................................................................241 Test organization filters................................................................................................242 Delete organization filters.............................................................................................243 Managing devices within organizations...............................................................................243 Using Advanced Search...............................................................................................243 Filter devices................................................................................................................243 Redirect devices...........................................................................................................244 Understanding device details...............................................................................................244 Running single organization and consolidated reports........................................................244 Importing and exporting appliance resources.............................................................................244 About importing and exporting resources............................................................................244 Transferring resources among appliances using Samba share directories.........................245 Export resources from an appliance............................................................................245 Import resources to an appliance................................................................................246 Transferring resources among organizations......................................................................246 Export resources from organizations...........................................................................246 Import resources to organizations................................................................................247 Managing exported resources at the System level.............................................................247 View or delete shared resources.................................................................................247 Move shared resources from the local K1000 to network locations............................248 View or delete the status of resource exports.............................................................248 Managing inventory.............................................................................................................................249 Using Device Discovery...............................................................................................................249 About Device Discovery and device management..............................................................249 Tracking changes to Discovery settings..............................................................................249 Discovering devices on your network..................................................................................249 Add a Discovery Schedule to perform a quick "what and where" scan of your network.................................................................................................................................................250 Add a Discovery Schedule for a thorough scan of managed Windows, Mac, Linux, and UNIX computers..................................................................................................................................257 Obtain a Client ID and Client Secret for use in discovering Chrome devices..............260 Add a Discovery Schedule for a KACE Cloud Mobile Device Manager device...........261 Add a Discovery Schedule for a G Suite device.........................................................262 Add a Discovery Schedule for a Dell Mobility Management (DMM) device.................263 Add a Discovery Schedule for an AirWatch device.....................................................265 KACE Systems Management Appliance (K1000) 7.2 8 Add a Discovery Schedule for SNMP-enabled non-computer devices........................266 About Discovery Results..............................................................................................268 View and search Discovery Results............................................................................268 Provision the Agent using the discovered IP address or hostname............................269 Stop a running discovery scan....................................................................................269 Delete Discovery Schedules........................................................................................270 Managing device inventory..........................................................................................................270 About managing devices......................................................................................................270 Features available for each device management method...................................................271 About inventory information.................................................................................................278 Tracking changes to inventory settings...............................................................................278 Managing inventory information...........................................................................................278 Add custom data fields................................................................................................278 Schedule inventory data collection for managed devices............................................279 View device inventory and details................................................................................281 Groups and sections of items in device details...........................................................282 About Dell Data Protection | Encryption (DDP|E) and encryption information in device details...................................................................................................................................................297 Add a Dump Inventory registry key to permit inventory collection on Windows DDP|E client devices.......................................................................................................................................303 About Intel AMT information in device details.............................................................306 Finding and managing devices............................................................................................308 Finding devices in inventory.........................................................................................308 Labeling devices to group them...................................................................................308 Run actions on devices................................................................................................309 View devices that have been added manually............................................................310 Delete devices from inventory......................................................................................310 Provisioning the K1000 Agent.............................................................................................311 Enabling file sharing.....................................................................................................311 Provisioning the K1000 Agent using the GPO Provisioning Tool for Windows devices.................................................................................................................................................313 Provisioning the K1000 Agent using onboard provisioning.........................................315 Managing provisioning schedules................................................................................318 Managing Agent communications................................................................................320 Updating the K1000 Agent on managed devices........................................................325 Manually deploying the K1000 Agent..................................................................................328 Obtaining Agent installation files..................................................................................328 Manually deploying the K1000 Agent on Windows devices........................................328 Manually deploying and upgrading the K1000 Agent on Linux devices.......................330 KACE Systems Management Appliance (K1000) 7.2 9 Performing Agent operations on Linux devices...........................................................331 Manually deploying and upgrading the K1000 Agent on Mac devices........................332 Performing other Agent operations on Mac devices....................................................333 Viewing information collected by the Agent.................................................................334 Using Agentless management.............................................................................................335 About Agentless device management.........................................................................335 Managing Agentless devices.......................................................................................336 Using SNMP Inventory Configurations to identify specific SNMP objects and non- computer devices to add to inventory.................................................................................................342 Adding devices manually in the Administrator Console or by using the API.......................344 About managing devices..............................................................................................344 Tracking changes to inventory settings.......................................................................345 Add devices manually with the Administrator Console................................................345 Adding devices manually using the API......................................................................349 Forcing inventory updates....................................................................................................357 Force inventory updates from the appliance................................................................357 Force inventory updates from Windows devices.........................................................358 Force inventory updates from Mac OS X devices.......................................................358 Force inventory updates from Linux devices...............................................................358 Managing MIA devices.........................................................................................................359 Configure MIA settings.................................................................................................359 Apply labels to MIA devices.........................................................................................360 Delete MIA devices manually.......................................................................................360 Troubleshoot devices that fail to appear in inventory..................................................360 Obtaining Dell warranty information.....................................................................................362 Obtain Dell warranty information on a single Dell device instantly..............................362 Renew a Dell warranty.................................................................................................363 Run Dell warranty reports............................................................................................363 Managing applications on the Software page.............................................................................363 About the Software page.....................................................................................................363 View items in Software page inventory........................................................................364 Tracking changes to inventory settings...............................................................................364 Adding and deleting applications in Software page inventory.............................................364 Add applications to Software page inventory manually...............................................364 Delete applications.......................................................................................................365 Creating Software assets.....................................................................................................366 Add Software assets in the Inventory section..............................................................366 Add Software assets in the Assets section..................................................................366 Attach digital assets to applications and select supported operating systems.............367 KACE Systems Management Appliance (K1000) 7.2 10

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KACE Systems Management Appliance (K1000) 7.2. 2. Table of Contents. About the KACE Systems Management Appliance (K1000).
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