Create a Software Management policy

SECURITY  Refer to ACCOUNT > Policies and SITES > Policies in Security Level Details - Permissions

NAVIGATION  Account > Policies

NAVIGATION  Sites > select a site > Policies

All new accounts are provisioned with a default Software Management policy that can be found in Account > Policies and is configured the following way:

Field	Definition
Name	Default Software Management Policy
Policy Type	Software Management
Targets	• Default Device Filter - All Desktop O/S • Default Device Filter - All Server O/S
Timing Options	Immediately on detection
Managed Applications	All Actions set to Unmanaged

You can create another Software Management policy or modify the default one. For more information, refer to Create a Software Management policy.

NOTE  A Default Software Management policy is available in all new accounts. To modify the policy details or create a new policy, refer to the steps below.

IMPORTANT  Only one Software Management policy can be enabled per device.

Software Management policies can be created at both the account and site level.

1. At the account level, navigate to Account > Policies > New account policy.
   At the site level, navigate to Sites > select a site > Policies > New site policy.

2. Give the policy a Name.
3. Select the type Software Management.

4. To copy an already existing policy to use it as a template, choose it from the Based on drop-down list. To create a new policy, select New Policy.

5. Click Next and you will see the policy details.

6. Click Add a target... to target your devices through a specific filter or group.
   
   If you want to target more than one filter or group, add another target to the policy. Multiple targets will apply the "OR" logic, that is, the policy will be run on a device if it is included in any of the targets. For more information about target types, refer to Filters and Groups.
   

   NOTE  Filters will present you with a list of the device filters that are available in every account and any custom filters you've created yourself. Devices of Unknown device type will not be targeted by the policy.

7. Click Add.
8. Specify the following Timing Options:

Field	Description
Immediately on detection	An application update will be installed as soon as the Agent detects that an update is ready.
On a schedule	The Agent only checks for and installs software updates on a scheduled basis. Click the Click to change... button to set the schedule when you want the policy to run. Select one of the following: • Daily - The policy will run every day at the time indicated in the Start field. • Weekly - The policy will run every week on all selected days at the time indicated in the Start field. Once you click OK, the selected schedule will be displayed next to the Click to change... button. You can also specify the length of the policy (1-24 hours).

9. Specify the policy Actions in the Managed Applications section for each application.

NOTE  For a list of supported applications, refer to Supported software applications and operating systems.

Action	Description	Compliance Reporting
Unmanaged	Selected by default. The Agent will neither install nor update the application.	The application will always be considered compliant.
Manual Approve	You must manually approve individual updates for this application as they become available. If the application is not already installed, it will not be installed.	The application is considered compliant either when it's absent or when it's installed and up to date.
Manual Approve + Install if not present	You must manually approve individual updates for this application as they become available. If the application is not installed, you must approve its installation.	The application is considered compliant only when it is both present and up to date.
Auto Approve	The Agent will automatically update the application without requiring approval. If the application is not already installed, it will not be installed.	The application is considered compliant either when it's absent or when it's installed and up to date.
Auto Approve + Install if not present	The Agent will automatically update the application without requiring approval. If the application is not installed, it will be installed automatically.	The application is considered compliant only when it is both present and up to date.

10. Click Save and Push Changes.
    If you click Save Only, you'll be directed to your list of policies where you can click Push changes... next to the policy in question.

NOTE  If you click Save Only (current UI) or Save and Deploy Later (New UI) instead of Save and Push Changes (current UI) or Save and Deploy Now (New UI) when creating or updating a policy, the changes will still be deployed at midnight in your timezone because policies are automatically deployed every 24 hours.

1. Locate your policy in the list of account or site policies and click its name.
2. Edit the policy details as specified above.

3. Click Save and Push Changes.
   If you click Save Only, you'll be directed to your list of policies where you can click Push changes... next to the policy in question.

NOTE  If you click Save Only (current UI) or Save and Deploy Later (New UI) instead of Save and Push Changes (current UI) or Save and Deploy Now (New UI) when creating or updating a policy, the changes will still be deployed at midnight in your timezone because policies are automatically deployed every 24 hours.

Although software compliance status changes are instantly displayed on Software Management pages, it may take up to 24 hours for the changes to be reflected on audit pages. Refer to View audit data at the account or site level and View audit data at the device level.