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Gathering inventory with predefined policies

Client Management Suite for Mac

You can use predefined inventory polices to gather inventory data. You can turn on the predefined policies and configure them according to your needs. If you want to configure predefined policies, Symantec recommends that you clone an original predefined policy and then configure the copy.

See About predefined inventory policies

To gather inventory with policies or tasks, you must install the Inventory Plug-in on target computers.

See Installing the Inventory Plug-in

See Manually installing the Inventory Plug-in on managed Mac computers

This task is a step in the process for gathering inventory on managed computers.

See Gathering inventory on managed computers

To turn on predefined inventory policies

  1. In the Symantec Management Console, on the Manage menu, click Policies.

  2. In the left pane, expand Discovery and Inventory > Inventory, and then click the predefined inventory policy that you want to use.

  3. On the inventory policy page, turn on the policy.

    At the upper right of the page, click the colored circle, and then click On.

  4. Click Save changes.

  5. (Optional) After you turn on an inventory policy, you can force the policy rollout by doing the following:

    In the Symantec Management Console, on the Settings menu, click Notification Server > Resource Membership Update, and then, under Complete update schedule, click Run.

To clone and configure predefined inventory policies

  1. In the Symantec Management Console, browse to the predefined inventory policy that you want to clone.

  2. Right-click the policy, and click Clone.

  3. Give the cloned policy a unique name, and click OK.

  4. On the inventory policy page, configure the policy options according to your needs.

  5. (Optional) Click Advanced to configure the data classes, policy run options, or the software inventory rules, and then click OK.

    See How software inventory rules work

  6. On the inventory policy page, turn on the policy.

    At the upper right of the page, click the colored circle, and then click On.

  7. Click Save changes.

  8. (Optional) After you configure an inventory policy, you can force the policy rollout by doing the following:

    In the Symantec Management Console, on the Settings menu, click Notification Server > Resource Membership Update, and then, under Complete update schedule, click Run.