Creating and configuring inventory policies and tasks

Article:HOWTO63527  |  Created: 2011-12-16  |  Updated: 2012-04-20  |  Article URL http://www.symantec.com/docs/HOWTO63527
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How To


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Creating and configuring inventory policies and tasks

In the Task Management Portal, you can create new inventory policies or tasks. Later, you can browse to the created policies or tasks and modify their configuration to meet your further needs.

See About inventory policies and tasks .

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

See Preparing managed computers for inventory and metering.

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.

    See Inventory policy options.

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

    See How software inventory rules work.

    See Inventory advanced options.

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

    For more information, see the topics about specifying the targets of a policy and specifying filtering rules in the Symantec Management Platform User Guide.

  6. On the inventory policy page, enable the policy by turning it on.

    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.

    See How software inventory rules work.

    See Inventory advanced options.

  6. Click OK to save the task.

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

    For more information, see the topic about adding a schedule to a policy, task, or job in the Symantec Management Platform User Guide.

  8. Click Save changes.


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