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Creating and configuring inventory policies and tasks

Inventory Solution

In the Task Management Portal, you can create new inventory policies or tasks. You can configure policies and tasks to meet your further needs.

See About inventory policies and tasks

Before you can use inventory policies or tasks, you must install Inventory Plug-in on target computers.

See Preparing managed computers for inventory and metering

You can manually run an inventory policy or task on the target Windows computer. You can do it after the policy or task is automatically run on the computer at least once.

See How to run inventory policies and tasks on Windows computers using InvSoln.exe

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

See Gathering inventory on managed computers

To create and configure inventory policies

  1. In the Symantec Management Console, on the Home menu, click Discovery and Inventory > Inventory.

  2. In the Inventory Policy status Web Part, click New.

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

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

    Note that to gather full inventory for Microsoft SQL Server 2012, you need to select the advanced policy option Logged in user on an inventory policy page, at Advanced Options > Run Options.

    See How software inventory rules work

  5. Click Applied to, and select the resources to which you want to apply the policy.

    See Specifying the targets of a policy or task

    See Specifying filtering rules for resource targets

  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.

To create and configure inventory tasks

  1. In the Symantec Management Console, on the Manage menu, click Jobs and Tasks.

  2. In the left pane, navigate to the folder where you want to create an inventory task, right-click the folder, and then click New > Task.

    For example, to create an inventory task in the Inventory folder, expand Jobs and Tasks > System Jobs and Tasks > Discovery and Inventory, right-click Inventory, and then click New > Task.

  3. In the Create New Task dialog box, in the left pane, under Discovery and Inventory, click Gather Inventory.

  4. In the right pane, give the task a descriptive name and select the types of inventory to gather.

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

    Note that to gather full inventory for Microsoft SQL Server 2012, you need to select the advanced task option Logged in user on an inventory task page, at Advanced Options > Run Options.

    See How software inventory rules work

  6. Click OK to save the task.

  7. On the task page, schedule the task to run on managed computers.

    See Adding a schedule to a policy, task, or job

  8. Click Save changes.

The next step is to wait for the client computers to receive the new policy or task and report the results, and then view the data that is stored in the Configuration Management Database (CMDB).

See Viewing inventory data in reports

See Viewing inventory data in the Resource Manager

See Viewing inventory data in Computers and Software views