Configuring Endpoint Automation

What you need before using Endpoint Automation

In this version of 1E, you only need to configure users with the following roles to use and administer Endpoint Automation:

Guaranteed State user role, who can view the dashboards or an administrator

Guaranteed State Administrators role to upload, create and manage policies.

Prerequisites

To configure Endpoint Automation, you will need the following:

An appropriate 1E License to permit using Endpoint Automation. This is normally included in a standard 1E license.

A domain security group representing Guaranteed State Administrators who will use the 1E Endpoint Automation application.

The steps below describe how a 1E user will be created for this group, and a role which grants access to the Endpoint Automation pages and instructions.

A 1E user with the following role permissions:

Permissions Administrators role in order to create the above 1E user for the security group

Guaranteed State Administrators role to upload, create and manage policies (optionally member of the above security group)

Instruction Set administrator role to upload instructions

Log Viewers role to aid troubleshooting (optional).

One or more Integrated Product Packs.

Note

This process assumes you have already been provided confirmation of your 1E installation and have 1E clients deployed on some Windows devices.

Assigning users to the Guaranteed State Administrators role

To optionally create a new user:

Navigate to the Settings→Permissions→Users page.

Click the Add button to start the add user process.

In the Add user popup subsequently displayed, type the name of an Active Directory account or security group in the Select user field.

Select a name from the search results list and click the Add button.

The new user will be added to the Users table.

To assign the new user to the Guaranteed State Administrators role in the:

Users table, locate the row for the new user and click on the link in its Name column.

User : <user/group> page, click the Edit button.

Edit roles assigned to user popup, scroll down the list and check the checkbox for the Guaranteed State Administrators role.

Click Save.

To verify:

Logon to the 1E Portal using a 1E user account with the new Guaranteed State Administrators role.

Navigate to the Endpoint Automation→Overview page.