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Gathering inventory with predefined inventory policies

Inventory Solution

You can gather inventory data from managed computers with predefined inventory policies. You can also configure the predefined policies to meet your needs. If you want to configure a predefined policy, Symantec recommends that you clone it, and then configure the copy.

See About predefined inventory policies

To 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 original or modified predefined inventory policy on the managed Windows computers. You can do it after the policy automatically runs 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

Before you perform these steps, ensure that you have prepared the managed computers for inventory.

See Preparing managed computers for inventory and metering

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. (Optional) To gather full inventory for Microsoft SQL Server 2012 with the predefined Collect Full Server Inventory policy, you need to configure the predefined policy run options by performing the following steps in order:

    • On the inventory policy page, click Advanced.

    • In the Advanced Options dialog box, click Run options, and under Run Inventory as, click Logged in user.

    • Click OK.

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

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

  5. Click Save changes.

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 then click Clone.

  3. Give the cloned policy a unique name, and then 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.

    Note that to gather full inventory for Microsoft SQL Server 2012 with the predefined Collect Full Server Inventory policy, you need to select the advanced policy option Logged in user at Advanced Options > Run Options.

    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.

The next step is to wait for the client computers to receive the new policy and report the inventory 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