Getting Started with Agents

 

 

Overview

You manage your Agents on the Agents screen.

You can do the following actions:

  • View Agents

  • Assign Policy

  • Remove Agents

  • Manage Tags
  • Bulk Assign Tags
  • Bulk Assign Policies

Expand a section for more information:

Access the Agent Management Screen

To access this screen:

  1. From the left menu, click Agents.

  2. Click Agents .

Access and View Agent

The Agents Management screen displays two sections:

  • All Agents section:

    • Click a specific Agent type or All Agents to see all available Agents.

    • Click a right arrow to expand a Parent Agent to view Child Agents.

  • Columns:
    • Agent: The name of the agent.
    • Status:
      • Scanning
      • Updating
      • Monitoring
      • Idle
      • Offline
    • Last Heartbeat: The last activity recorded that shows the agent is running successfully on an endpoint. Heartbeats are recorded every five minutes on an endpoint.
    • Policy: The name of the policy configured on an endpoint.
    • Version: The version of the agent installed on the endpoint.
    • More options: Expand a section to view details and click the more options icon () to view additional options.

Click the right arrow to expand an agent list, if required.

Click Go Back to return to the All Agents list.

View Details of a Specific Agent or Target

To view the details of a specific Target:

  1. On the Agent Management screen, locate the Target you want to view.

  2. On the far right of the row, click the more options menu.

  3. Click View Details.

  4. The Agent Summary Details pop-up window displays the details of the Agent:

  5. Click Close to exit the window.

  1. To search for an Agent or Target, type a name in the search box and click the lens icon or Enter on your keyboard.

  1. Click the x to clear a search term.

To assign an agent policy:

  1. On the Agent Management screen, locate the target you want to manage.

  2. On the far right of the row, click the more options menu.

  3. Click Assign Agent Policy.

  4. In the Assign Agent Policy pop-up window, select an agent policy.

    1. Click Save Changes to save the changes

    2. Click Create New Policy to create a new policy on the Policies screen

    3. Click Cancel to discard

    4. See Working with Policies for more information on adding/creating a policy

The Agent Operation settings use the Temp File Location if it has an assigned value.

The file location must have a Windows file path and cannot be a mapped network drive.

Set up Temp File options for clean-up either:

  • To begin shredding temp files immediately or delay until the scan is complete.

  • To asynchronously shred temp files, or shred in sync with the scan.

When scanning, compressed files can be downloaded to the Temp File.

  • To save processing time, the compressed file is decompressed one file at a time and the same set of decompressed files are used for each discovered location.

  • The file will not be compressed or decompressed again.

  • The Temp File is shredded intermittently to limit space usage and processing time.

 

Manage a Target's Tags

To manage a Target's tags:

  1. On the Agent Management screen, locate target you want to manage.

  2. On the far right of the row, click the more options menu.

  1. Click Manage Tag.

  1. In the Assign Tag pop-up window, select tags to add.

  2. Click the down arrow to expand out a Tag section.

  1. Click Save to save changes or Cancel to discard.

To gather an agent data request for a target:

  1. On the Agent Management screen, locate the Target.

  2. On the far right of the row, click the more options menu.

  1. Click Gather Data.

To remove agent from a target:

  1. On the Agent Management screen, locate the Target you want to remove agent from.

  2. On the far right of the row, click the more options menu.

  3. Click Remove Agent.

  4. In the Confirm pop-up window, click Remove to confirm target removal or Cancel to discard.

Bulk Assign Tags

To assign large groups of tags at once:

  1. On the Agent Management screen, select the Targets you want to bulk assign tags to.

  2. In the top right of the screen, click Bulk Actions.

  3. Click Assign Tag.

  4. In the Bulk Assign Tag pop-up window, select the tag(s) you want to assign to the Target(s) listed.

  5. Click Save to assign the tags or Cancel to discard.

  6. A confirmation alert will appear in the bottom left of your screen.

To assign a policy on more than one target at once:

  1. On the Agent Management screen, select the Targets you want to assign policy to.

  2. In the top right of the screen, click Bulk Actions.

  3. Click Assign Policy.

  1. In the Bulk Policy pop-up window, select the policy you want to assign to the Target(s) listed.

  2. Click Save to assign the policy or Cancel to discard.

  1. A confirmation alert will appear in the bottom left of your screen.

To assign a watcher policy on more than one target at once:

  1. On the Agent Management screen, select the Targets you want to assign policy to.

  2. In the top right of the screen, click Bulk Actions.

  3. Click Assign Watcher Policy.

  1. In the Bulk Assign Watcher Policy pop-up window, select the policy you want to assign to the Target(s) listed.

  1. Click Save Changes to assign the policy or click Create new Policy to create a new policy on Activity Watcher Policy screen or Cancel to discard.

  2. See Working with Activity Watchers Policies for more information on adding/creating a Watcher policy.

  3. A confirmation alert will appear in the bottom left of your screen.