Creating Your First Policy

This will provide you with a brief introduction on how to run some policies on your endpoints. By this point you should have at least 1 or 2 endpoints provisioned with Theopenem. These can be seen from the Toems-UI from the Computers->Search Active page. If you don’t see anything listed there yet, double check the Computers->Approval Request page to make sure nothing is waiting for approval.

Create An Inventory Policy

Select Policies->New
In the Name field, enter Collect Inventory
In the Description field, enter Collect inventory once per week.
Change the Frequency to OncePerWeek.
Scroll down to Collect Inventory, change the drop down to Before
Scroll down to Skip Server Logging Result, enable it. We don’t want a long history of inventory scans running every week clouding our logs.
Click Actions, then Add Policy

Create A Tracking Policy

Select Policies->New
In the Name field, enter Track User Logins
In the Description field, enter Starts the user login tracker each time the computer starts.
Change the Trigger to Startup
Leave the Frequency at Ongoing
Scroll down, Enable Login Tracker
Skip the Server Logging Result once again.
Click Actions, then Add Policy.

Apply The Policies

In order for a Policy to take effect, it needs to be enabled and assigned to a group.

Select Policies->Search
Click Activate on each of the 2 policies listed
Select Groups->Search
Click View on the Built-In All Computers Group
Click Available Policies from the Sub Nav Menu.
Check the box for each of the Policies we just created.
Click Actions, Add Selected Policies.

That completes the inventory policies. Every computer that provisions with Theopenem will now do a weekly inventory scan as well as monitor user logins. The inventory scan will run at the next check-in for you provisioned endpoints which is every 60 minutes by default. The tracking policy only runs at startup, you will need to either reboot those endpoints or restart the Toec service to test it.

Deploy An MSI

For this example, we will create a new static group, targeting specific computers and then deploy 7-Zip.

Select Groups->New
Give the group a name such as Software Deployment Test Group
Leave the Group Type as Static.
Click Actions, Add Group
Select Add Group Members from the Sub Nav Menu.
Check the box next to each computer to add to the group.
Click Actions, Add Selected Computers.
Select Modules from the Navigation Menu.
Select Software Modules, Then New
Enter 7-Zip 22.01 for the Name
Click Actions, Add Module
Select Upload Files from the Sub Nav Menu
Download 7-Zip from this link
Drop the downloaded MSI into the Drop Files Here box, Click Upload
Select Policies->New from the Navigation Menu
Give the policy a name such as Install 7-Zip
Change the Frequency to OncePerComputer
Click Actions, Add Policy
Select Available Modules from the Sub Nav Menu
Check the box for 7-Zip 22.01, Click Actions, Add Selected To Policy
Click Actions then, Activate Policy
Assign the Policy to the Software Deployment Test Group

The next time any of the computers in that group startup or check-in, 7-Zip will automatically be installed.

Deploy A Software Application In Exe Format

An exe can be deployed as long as it support silent options. This last example will silently deploy Firefox. We’ll use a dynamic group to find computers that do not have firefox installed. Finally we’ll introduce a new concept called external downloads.

Select Groups-> New From the Navigation Menu
For the name, enter Computers Missing Firefox
Change the Group Type to Dynamic
Click Actions, Add Group
Select Dynamic Criteria from the Sub Nav Menu
Change the And/Or dropdown to Not, the Table to Application, the Field to name, the Operator to like, and the Value to %firefox% ,click Add
Click Actions, Save Dynamic Criteria
Select Modules->Command Modules->New from the Navigation menu.
For the name enter, Firefox 108.0
Click Actions, Add Module
Select External Files from the Sub Nav menu
Fill in a File Name, such as Firefox.exe, it can be any name you like, it’s just a name for the downloaded file.
Fill in the URL with https://ftp.mozilla.org/pub/firefox/releases/108.0/win64/en-US/Firefox%20Setup%20108.0.exe
Click Add, Click Actions, Download Files
Click General from the Sub Navigation Menu
Enter firefox.exe in the Command Field
Enter -ms in the Arguments Field
Click Actions, Update Module
Assign the module to a new Policy and assign that Policy to a Group