To meet the growing demand for comprehensive endpoint management, Endpoint Policies will streamline the process to manage settings for a large number of computers with centralized policy control and cover various configurations to apply seamlessly across endpoints.
Policies are classified by platform and can be applied per computer or per group. Each team will have a default policy with all feature categories disabled and no pre-configured settings.
Policies requires Streamer version 3700 and is now available for Windows and Mac platforms.
The new Policy will take priority over the legacy Preference Policy.
Policy Inheritance
Policies support inheritance, allowing you to create a parent policy with standard settings and child policies that inherit these settings.
If you need to modify a basic setting for the entire group, update the parent policy. All child policies will automatically receive these updates from the main policy.
Policy Override
When you need to customize settings for individual computers within a group, creating a child policy and using the override option will handle exceptions and apply unique configurations that won't be inherited by others a basic setting to just a few computers in a group.
This new child policy will make changes only to those selected computers. This will allow precise control without disrupting the overall policy structure.
When creating child policies, if a setting from the parent policy is changed in the child policy, the setting in the child policy will be marked as overridden.
Additionally, each setting can be overridden at a computer level under the Properties page.
Creating and Editing Policies
Creating Policies
Policies are found in your web console under the Management tab → Endpoint Policies
Select Create New Policy, edit the policy name (up to 64 characters) and description (up to 256 characters), select a Platform (currently available for Windows and MacOS) and choose a Parent.
NOTE: It is not possible to create multiple policies with the same name.
Policies can be created as enabled or disabled. Click on Create.
Creating Child Policies
To create a child policy, choose a Parent Policy when creating a new policy, or select the parent policy and, in the right-side options, select Create Child Policy.
Editing Policies
To edit existing policies, select Edit.
For new and existing policies, select the features you would like to add to the policy. By default, features are disabled. Manually enable them as required.
Assigning Policies
There are different ways to assign policies to computers and groups. First, from the Endpoint Policies page, click on the policy and select Assign Group and Computer. Select the group and click on Assign.
Assign Policy to a Computer
The default setting of each computer is to "follow the group policy".
Individual computer policies can be edited / overridden. To do this, go to the Computers tab, and on the device you want to assign a policy to, click on Properties.
Next to the policy, click on Edit and select a Policy. Additionally, policies can be assigned in Computers → Properties.
Assign Policy to a Group
To assign a policy to a group, go to Management → Grouping. Create or edit a Computer Group and select the policy.
Editing Policies
To edit existing policies, select Edit.
Deleting Policies
When deleting a policy, the associated group's policy will roll back to the team Default Policy and its associated computers will fall back to "Follow Group".
All overrides on Computers will be deleted.
NOTE: Parent Policies with child policies cannot be deleted.