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Altiris™ IT Management Suite7.1 from Symantec™Enhanced Console ViewsGetting Started Guide

Version 7.1

Section 1 Altiris™ IT Management Suite 7.1 fromSymantec™ Enhanced Console ViewsGetting Started Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 1 About the 7.1 Symantec Managment Consoleenhanced views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

About the enhanced console views .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7About where enhanced console views are installed .... . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2 Using the Computers view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

About the Computers view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Computers view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Finding a specific computer ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Creating and managing organizational views and groups .... . . . . . . . . . . . . . . . . . 23

Chapter 3 Using the Jobs / Tasks view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

About the Jobs / Tasks view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Jobs / Tasks view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Scheduling and running jobs and tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 4 Using the Policies view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

About the Policies view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Policies view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Applying a policy ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 5 Using the Software view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

About the Software view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Software view .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Finding software .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Managing software .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Add Software Product dialog box .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Contents

Chapter 6 Using the Software Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

About the Software Catalog window .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Software Catalog window .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Contents4

Altiris™ IT Management Suite7.1 from Symantec™Enhanced Console ViewsGetting Started Guide

■ Chapter 1. About the 7.1 Symantec Managment Console enhanced views

■ Chapter 2. Using the Computers view

■ Chapter 3. Using the Jobs / Tasks view

■ Chapter 4. Using the Policies view

■ Chapter 5. Using the Software view

■ Chapter 6. Using the Software Catalog

1Section

About the 7.1 SymantecManagment Consoleenhanced views

This chapter includes the following topics:

■ About the enhanced console views

■ About where enhanced console views are installed

About the enhanced console viewsThe enhanced Symantec Management Console views replace the default consoleviews through Symantec Management Platform version 7.0 for computers andsoftware. For tasks and policies, the enhanced views add drag-and-dropfunctionality. In addition, you can now search the tree rather than drilling downto find specific tasks or policies.

If you install Symantec Management Platform 7.1 and accompanying versions ofcertain products, you see enhanced views for specific menu options in SymantecManagement Console.

See “About where enhanced console views are installed” on page 11.

You see the enhanced console views if you install any of these products:

■ Deployment Solution as a standalone product

■ IT Management Suite

■ Server Management Suite

■ Client Management Suite

1Chapter

Enhanced console views for the following objects appear under theManagemenuin Symantec Management Console:

■ Computers

■ Software

■ Software Catalog

■ Jobs and Tasks

■ Policies

The enhanced views are incorporated into the existing console. They let youmanage computers, software, jobs and tasks, and policies more efficiently withfewer clicks; for example, you can now drag policies onto computers to apply thepolicies to those computers. This action eliminatesmultiple steps that thepreviousconsole required to accomplish the same thing.

When you drag and drop from the Jobs / Tasks, Policies, or Software views, themost recent computer search results appear. This list presents the availabledrag-and-drop targets. You can drag and drop an object onto a single computeror click Ctrl to select multiple computers. You can also drop the object onto thecomputer list title bar to select all computers in the list.

If the computer to which you want to apply a drag-and-drop object is not in themost recent computer list, you can still select a computer. You drag the objectand hover over the Computers blade in the left pane. Then you hover over thegroup of computers or saved search that contains the computers you want.Hovering loads computers into the list and lets you select computers from thelist. Then you drop the object onto the item that you want to target in thenavigation pane: a saved search or an organizational group.

Drag-and-drop functionality simplifies the following common tasks:

■ Adding computers to organizational groups

■ Scheduling and running jobs and tasks

■ Applying policies

■ Delivering software

Another example of simplified management is that you can alternate betweenviews easily. If you navigate to Manage>Computers and select a computer, yourmain view is of that computer. However, you can drill around between relatedobjects to see details.When looking at computer details such as installed software,you can click the software name. That link opens the selected software in theSoftware view so you can see software details. These details include a list of othercomputers that have the same software installed. To restore the computer detailsview, in the Computers with software installed section click the name of the

About the 7.1 Symantec Managment Console enhanced viewsAbout the enhanced console views

8

computer whose details you viewed previously. Alternately, you can click theComputers blade.

After you select one of the enhanced views from the Manage menu, you see awindow that is divided into twoor three panes. The view that you select determinesthenumber of panes that appear. The information that is contained in thiswindowchanges based on which view you select.

Table 1-1 Panes in the enhanced console view

DescriptionPurposePane

Displays the objects that are specific to the view thatyou select.

■ If you select Manage > Computers or Manage >Software, you see the subsections that let you filterthose lists.

Note: If you select Manage>SoftwareCatalog, theManageSoftwareCatalogwindowopenswithin theSoftware view.

■ If you select Manage > Jobs / Tasks or Manage >Policies, the navigation pane displays the standardtree structure plus a search feature. You can use thesearch feature to narrow the tree so that it displaysitems matching your search.

Lets you quicklyfind the objectsthat you want tomanage.

Navigation(left)

Appears only if you select Computers or Software inthe navigation (left) pane. If you select Jobs / Tasks orPolicies, then you see only two panes (navigation andcontent).

This pane lists all the computers or software objectsthat you selected in the navigation (left) pane. If the listis very long, a scroll bar appears on the right.

Lets you see theresults ofnavigation andsearches in asingle place.

List (center)

9About the 7.1 Symantec Managment Console enhanced viewsAbout the enhanced console views

Table 1-1 Panes in the enhanced console view (continued)

DescriptionPurposePane

Displays the details for the object that you select in thenavigation pane or list pane. Details appear in the upperarea of the content pane, in a flipbook.

The lower area of this pane displays a section for eachtype of object that is not currently selected. If you selectComputers in the navigation pane, the Jobs / Tasks,Policies, and Software sections appear in the contentpane. You can quickly view the jobs and tasks, policies,and software that pertain to the selected computer byclicking these sections. If you selectmultiple computers,then the information in each of the additional sectionsis cumulative.

Lets you seedetails about anyobject that youselect.

Content(right)

You can perform key tasks from the enhanced console views. To learn how toperform these tasks, see the getting started guide that is available at the Symantecdocumentation Web site.

ITMS Enhanced Console Views Getting Started Guide

Table 1-2 Which view to use to perform common network tasks

Common network tasksEnhanced console view

■ View all computers or view a subset of computers.

■ Search for one or more computers.

■ Save search results to re-use as a custom filter to targetcomputerswith jobs, tasks, policies, or software delivery.

■ Right-click anoption in theAllComputerViews subpaneto manage organizational groups and organizationalviews.

■ Drag and drop computers to organizational views andgroups.

See “Computers view” on page 14.

Computers view

Drag and drop jobs or tasks onto computers.

See “Jobs / Tasks view” on page 25.

Jobs / Tasks view

Drag and drop policies onto computers.

See “Policies view” on page 30.

Policies view

About the 7.1 Symantec Managment Console enhanced viewsAbout the enhanced console views

10

http://www.symantec.com/business/support/index?page=landing&key=55274

Table 1-2 Which view to use to perform common network tasks (continued)

Common network tasksEnhanced console view

■ View all software or a subset of software.

■ Search for software by name, manufacturer, or othercriteria.

■ Save search results to re-use as a custom filter to targetcomputers with software delivery.

■ Manage a single metering policy for managed software.

■ Manage software as a product rather than as acomponent.

■ If you have Asset Management Solution installed, youcan view, edit, and manage licenses in this view.

See “Software view” on page 38.

Software view

■ Search for newly discovered, managed, or unmanagedsoftware.

■ Import or add new software components.

■ Edit or delete software.

■ Add newly discovered or undefined software that youintend to manage to your list of managed software.

■ Move newly discovered or undefined software that youdo not intend to manage to your list of unmanagedsoftware.

You can selectmultiple products and assign them to theunmanaged list all at once.

■ Move software products fromone list to another as yourneeds change.

See “Software Catalog window” on page 52.

Software Catalog window

About where enhanced console views are installedIf you install Symantec Management Platform 7.1 and accompanying versions ofcertain products, you see enhanced console views. These views appear for a subsetof Symantec Management Console menu options.

See “About the enhanced console views” on page 7.

You see the enhanced console views if you install any of these products:

■ Deployment Solution standalone

■ IT Management Suite

■ Server Management Suite

11About the 7.1 Symantec Managment Console enhanced viewsAbout where enhanced console views are installed

■ Client Management Suite

Note: The enhanced views appear only if you install Deployment Solution as astandalone product or if you install one or more of the full suites. If you installone or more solutions individually without installing the full suite first, then theenhanced views do not appear.

A getting started guide for users who have installed one of the listed products isavailable at the Symantec documentation Web site.

ITMS Enhanced Console Views Getting Started Guide

About the 7.1 Symantec Managment Console enhanced viewsAbout where enhanced console views are installed

12

http://www.symantec.com/business/support/index?page=landing&key=55274

Using the Computers view


■ About the Computers view

■ Computers view

■ Finding a specific computer

■ Creating and managing organizational views and groups

About the Computers viewTheenhancedComputersview inSymantecManagementPlatformon theManagemenu lets you easily search for and manage computers and groups of computers.


This view offers three panes: navigation on the left, a computer list and searchfield in the center, and content on the right.

The right pane shows the details of the computers that you select. If you do notselect a computer or group of computers, the details pane shows informationabout the first computer that is shown in the computer list.

If you select a computer or group of computers in the navigation pane, the resultsin the computer list change tomatch your selection. It also determines the detailsthat you see in the right pane. If you selectAllComputersunder theAllComputerViews subpane, then you see a list of all computers in the center pane, with thematching heading All Computers.

The SavedSearches and AllComputerViews subpanes appear in the navigationpane on the left.

2Chapter

The default saved searches are New Computers and Managed Computers. Allother searches are customsearches that you create. You can re-use saved searchesas filters for targeting software, tasks and jobs, and policies.

See “Finding a specific computer” on page 18.

In All Computer Views you see organizational views and organizational groups.This information is identical to the information that you saw in theAllResourcestree in the 7.0 console view, except for the Asset views. As you drill into theright-click menus in the Computers view in the All Computer Views subpane,you see the same dialog boxes that appeared in the 7.0 console view.

If you prefer to work within the familiar 7.0 console view, you can still navigateinSymantecManagementConsole toManage>OrganizationalViewsandGroups.Except for Asset views, new organizational views that you create in the AllResources tree appear in the enhanced Computers view.

See “Creating and managing organizational views and groups” on page 23.

The content pane on the right displays the details that you can view in multipleways. The top section is a flipbook that lets you change the information that yousee. Click the title to select an option from the drop-down list, or click the linkson either side of the title tomove the flipbook in that direction. In previous versionsof the console you had to drill down to find these options.

The sections in the right pane let you view the jobs and tasks, policies, or softwarethat apply to the selected computers. The sections are labeled Jobs / Tasks,Policies, and Software.

A fly-outmenuon the right of the content pane offers familiar right-click options.You can click the pushpin icon in the upper right corner to keep the fly-out panelopen.

See “Computers view” on page 14.

Computers viewThe Computers view includes the following elements:

■ Navigation in the left pane

■ List of computers in the center

■ Details about the selected computer or computers on the right

In the navigation pane on the left you select a group of computers or a savedsearch. The computers in that group or saved search appear in the computers listin the center. The content pane on the right shows details about the selected

Using the Computers viewComputers view

14

computer or computers. If you do not select a certain computer, the default viewin the right pane displays details about the first computer in the computer list.

In the right pane, a flipbook in the top area is populated with Resource Managerdata. In the lower part of the right pane you see sections that are labeled Jobs /Tasks, Policies, and Software. If you click a section, details about the job, task,policy, or software on the selected computer appear in the right pane.

The Computers view is one of the enhanced console views that has been addedto the Manage menu in Symantec Management Console.


Table 2-1 Computers view

DescriptionSectionPane

Displays saved searches. A saved search is a special filter thatdisplays a dynamic list of computers that meet the filtercriteria. You use saved searches to find a specific computeror group of computers. This list is particularly useful formigration when you need to search for memory, disk space,and other criteria.

The two default searches are New Computers and InstalledAgent.

You cannot overwrite the saved searches. However, you canmodify them and save them with unique names. You can alsocreate your own filters by performing and saving customsearches.


The New Computers list includes all computers that wereadded to the database in the past five days. You can modifythis search and save it with a different value that becomes apermanent part of the modified search.

The Installed Agent list includes all computers that aremanaged,meaning that theyhave the SymantecManagementAgent installed.

SavedSearches

Navigationpane (left)

15Using the Computers viewComputers view

Table 2-1 Computers view (continued)


Lists organizational views and groups.

This list is static and is generated from the computerorganizational views and groups. You can manageorganizational views and groups from this view, or in theconsole you can click Manage > Organizational Views andGroups.

The two default groups are All Computers and VirtualMachines.

AllComputerViews


Let youquickly switchviewsbetweenComputers, Jobs/Tasks,Policies, and Software by clicking them one at a time.

BladesNavigationpane (left)

Displays a list of all the computers that match the selectedfilter (saved search) or organizational view or group.

This list of computers corresponds to the computers that youhave selected in the left pane. You can further search andfilter the computers in the list pane.

You can save any list that you create using searching orfiltering. Your saved searches appear in the Saved Searchessection of the left navigation pane.


Computerresults list

List pane(center)

Contains computer details for the selected computers.

The title bar in this details pane displays information aboutthe computer that is selected. This information includesdomain name, user, Mac address, OS, and IP address. If youselected a group of computers, the title bar shows the numberof selected computers.

The flipbook lets you view information about the selectedcomputer. The number of pages that you see in the flipbookdepends on the installed solutions and the amount of availabledata about those solutions. If you selectedmultiple computers,the flipbook does not show the same detail that it shows witha single computer selected.

You can view the flipbook by using the links on the left andright. Or, you can click the title in the center to view adrop-down list of all the pages.

FlipbookComputerdetails(right)

Using the Computers viewComputers view

16

Table 2-1 Computers view (continued)


Displays the job history and task history for this computer orgroup of computers.

You can double-click the Jobs / Tasks section to view detailsincluding item properties.

You can also click an item link to navigate to the Jobs / Tasksview. This view displays details about the selected task andlets you run a task from that location.

Jobs / Taskssection

Computerdetails(right)

Displays all the policies that are currently applied to theselected computer or group of computers.

You can click the link on an item to see that item in thePolicies view. If you click the policy link you open the policyin the Policies view. You can turn on a policy or turn off apolicy globally. You can perform this same action in theComputers view.

Turning on a policy or turning off a policy applies to the policyon all computers. This action is not limited to the selectedcomputer or group of computers.

Policiessection


Displays all the software that is installed on the selectedcomputer or group of computers.

You can click the link on an item to see that item in theSoftware view. You can see all computers that have thissoftware installed.

A toolbar in the Software view lets you install software to theselected computer or computers. When you install software,the Add Software Product dialog box opens.

See “Add Software Product dialog box” on page 47.

Softwaresection


Contains all the right-click menu options for the selectedcomputer or computers. You can also right-click a computerand see all the action items that are associated with it.

To view the content of the fly-out panel, hover over the fly-outtab. Click the pin icon to pin the fly-out panel open on thedesktop.

Fly-outpanel

Right of theComputerdetails pane

17Using the Computers viewComputers view

Finding a specific computerYou can find a specific computer or group of computers in the Computers viewbyapplyingormodifying anexisting saved search. You canalso create a completelynew search to find specific computers.

See “About the Computers view” on page 13.

The advanced search feature lets you further narrow the list. You can search bythe criteria that are stored in the Configuration Management Database (CMDB).If the information by which you want to search is not shown in the advancedsearch list, you can add custom search criteria.

After your search returns results, you can save those results in theSavedSearchessubpane if you want to re-use that search. Saved searches are filters that you canuse to target tasks, jobs, and policies.

You can modify a saved search by changing the search criteria and overwritingthe existing search. You can also save a variation of a saved search by modifyingsome criteria and re-saving with a different name. You may also need to managesaved searches, clearing some from view to make the list more manageable. If asearch becomes obsolete, you can right-click it and delete it permanently.

The primary tasks that you perform with computer searches are as follows:

■ Find a specific computer.See “To find a specific computer” on page 18.

■ Create custom search criteria.See “To create custom search criteria” on page 20.

■ Modify a saved search.See “To modify a saved search” on page 22.

■ Manage a saved search.See “To manage a saved search” on page 23.

To find a specific computer

1 In Symantec Management Console, click Manage > Computers.

2 In the list (center) pane, in the search field, type all or part of a computername.

Enter the full name of a specific computer or group of computersthat you want to find.

Full name

Using the Computers viewFinding a specific computer

18

Enter a partial name if you want your search to return allcomputers that contain a specific text string anywhere in thename. To view all computerswith a location prefix such as India,you can enter Ind. The search results display all the computersthat contain the string.

Partial name

To view a list from which to select a computer, in the left pane click AllComputers. This list is the starting point that shows all computers and allsaved searches. You can click a computer or a saved search. You can also clicka computer view that may list the computer that you want.

You canuse the following saved searches or any other searches that youhavesaved previously:

■ New Computers. Lists any computer that was discovered in the past fivedays.

■ Instsalled Agent. Lists all computers that have Symantec ManagementAgent installed.

To use advanced search features, in the list pane click the down-arrow nextto the search field. Then select the search criteria that you want to apply.The additional search criteria that appear depend on what you have selectedin the navigation pane. You can see the date new computers were created,and you can see additional criteria about managed computers. If a computerhas the agent installed, you see Managed = 1 in the advanced search criteria.

To select multiple search criteria, continue to click the down-arrow next tothe drop-down list where the criteria appear. Select a criterion, and repeatthe step to add other criteria. You can use common search operators to refineyour search.

3 If the criteria by which you want to search are not listed in a drop-down list,click Add Custom Criteria.

See “To create custom search criteria” on page 20.

4 In the list pane, click the name of the computer or group of computers thatyou want to work with.

Computer details appear in the content (right) pane.

19Using the Computers viewFinding a specific computer

5 If you want to re-use this search, in the advanced search area of the list paneclick the save icon to save it.

Any search field without a value in it is ignored in the query. If you save asearch with empty fields, those fields are not saved with the query.

Note: To remove a search criterion, leave the field empty. Any field that doesnot contain a value is ignored in the query. If you save the search results, theempty fields are not saved with the filter.

6 In the Save Search dialog box, in the Name field, enter a name and click OK.

The saved search appears under Saved Searches in the navigation pane andis available for you to re-use.

To create custom search criteria

1 If the criteria by which you want to search are not listed in the Add SearchCriteria drop-down list, in the drop-down list click Add Custom Criteria.

2 In the Add Custom Criteria dialog box, select the custom criteria by whichyou want to search.

Thisdialogbox ispopulatedwithConfigurationManagementDatabase (CMDB)data and includes the following categories:

■ DataClasses and Associations

■ Columns

You can specify the data classes and columns that you want to use for searchcriteria. You can also select associations, which add more data classes fromwhich you can select additional search criteria. Selecting columns populatesthe search criteria in the drop-down list and makes the additional criteriaavailable as part of your search.

3 Click OK.

4 In the advanced search area at the top of the list (center) pane, you can usesearch operators to narrow the results. As you add criteria, the list ofcomputers in the center pane changes to present only those computers thatmatch the search criteria.

The following general search conditions apply:

■ Quotation marks limit your search to an exact match."Windows XP" = computers running EXACT MATCH Windows XP.

■ Omitting quotation marks allows for matching search text anywhere ina string.


20

MicrosoftWindowsXP=computers runningLIKEWindowsXPanywherein the name.

You can use the following search operators to express various arguments:

Use this symbol:To express thisargument:

Pipe ( | ) symbol. This operator does not require leading spaces.

Refer to the following examples:

■ Windows|XP = computers running LIKE Windows OR LIKEXP

■ XP|2000|2003 = computers running LIKE XP OR LIKE 2000OR LIKE 2003

Or

Plus ( + ) sign. This operator does not require a leading space.


■ Windows+XP = computers running LIKE Windows AND XP

■ Windows+2008 = computers running LIKE Windows AND2008

And, Add, orInclude

Minus ( - ) sign. This operator requires a leading space. If youinsert a minus sign without a leading space, it is not interpretedas an operator.

As a best practice, begin with the general group within whichyou want to search, and then insert the exclusion text.


■ Windows[space]-XP = computers running Windows NOTLIKE XP

To see all Windows Server computers that are not WindowsServer 2003, enter . Note the leading space before 2003.

■ WindowsServer[space]-2003= computers runningWindowsServer NOT LIKE 2003.

The following examples assume that your computers are namedwith numerals, as in pc-1, pc-12, pc-27, pc-125, pc-218, pc-243,and pc-321.

■ pc-[space]-1 = computers named pc- NOT LIKE 1, 12, 125,218, 321

■ pc-[space]--1 = computers named pc- NOTLIKE 27, 218, 321

Not / minus / donot include

21Using the Computers viewFinding a specific computer

To modify a saved search


2 In the navigation pane, under Saved Searches, select the saved search thatyou want to modify.

3 In the list (center) pane, in the search field, add or delete search criteria.

4 In the advanced search area of the list pane, click the save option to save thesearch.

5 In the Save Search dialog box, enter a name and click OK.

Select one of the following actions:

Note that you can only overwrite the searches that you created.You cannot overwrite the default searches in theSavedSearcheslist.

Save the modified search without changing the name of youroriginal saved search.

To replace theoriginal savedsearch with themodified search

Give the modified search a unique name.To save themodified search asa variation of theoriginal search

The saved search appears under Saved Searches in the navigation pane.


22

To manage a saved search


2 Select one of the following actions:

You can create saved searches and choose not to display thembut to use them only as filters.

In the Saved Searches subpane, anywhere in the open space,right-click and then clickManageSavedSearches. In theManageSaved Searches dialog box, uncheck the box next to the searchthat you do not want to see displayed and click Close.

The search no longer appears in the SavedSearches list but canbe restored.

Toprevent a savedsearch fromappearing in theSaved Searcheslist but not deleteit

You can create saved searches and display them in the SavedSearches subpane. Saved searches are displayed by default.

In the Saved Searches subpane, anywhere in the open space,right-click and then clickManageSavedSearches. In theManageSavedSearches dialog box, check the box next to the search thatyou want to see displayed and click Close.

The search appears in the Saved Searches list again.

To display a savedsearch in theSaved Searcheslist again

In the Saved Searches subpane, right-click the search that youwant to delete, and click Delete. In the Delete dialog box, clickOK.

To delete a savedsearchpermanently

Creating and managing organizational views andgroups

In the enhanced Computers view in Symantec Management Platform 7.1 andbeyond, you can easily create new organizational views and groups. You can alsopopulate and manage organizational groups.

The information that you see in Manage > Computers > All Computer Views isidentical to the information in the 7.0 All Resources tree starting with theComputers node.

See “About the Computers view” on page 13.

UnderManage>Computers, theAllComputerViews area of the list panedisplaysyour organizational views and organizational groups. From this location you canmanage these resources using familiar right-click menus.

23Using the Computers viewCreating and managing organizational views and groups

To create and populate a new organizational view and group


2 In the All Computer Views pane, right-click anywhere other than on one ofthe views.

3 In the New dialog box, click Organizational View.

4 Enter a name for the organizational view, and click OK.

5 Right-click the new organizational view, and in the drop-down list click New> Organizational Group.

6 Enter a name for the new group, and click OK.

The new group appears in the All Computer Views subpane as a subset ofthe organizational view.

7 To populate the new group, under Saved Searches click All Computers andselect the computers that should belong to this organizational group.

You can use the following methods:

■ Click one or more computers in the All Computers list and drag themonto the new organizational group.

■ Use the Shift or Ctrl keys to select multiple computers, right-click, andthen click Add to organizational group. In the Add to organizationalgroupdialog box, click the group towhich youwant to add the computers,and click OK.

To manage an organizational view or group


2 In the Computers navigation pane, in the All Computer Views subpane,right-click an organizational view or group to see its right-click menu.

The options that you see in the standard right-clickmenu that opens dependon the organizational view or organizational group that you selected. Theright-click options include the ability to addmore views and groups. You clickin the open space to add a view and then click the view to add a group.

3 Select an action based on the right-click options, and save your changes.

Using the Computers viewCreating and managing organizational views and groups

24

Using the Jobs / Tasks view


■ About the Jobs / Tasks view

■ Jobs / Tasks view

■ Scheduling and running jobs and tasks

About the Jobs / Tasks viewThe Jobs / Tasks view lets you view and work with all available jobs and tasks. Anew feature of the 7.1 enhanced console views is the ability to search the tree fora specific job or task. You can also launch jobs and tasks by dragging anddroppingthem onto one ormore computers. In addition, you have a new QuickRun optionto target a job or task without drilling down manually.

See “Scheduling and running jobs and tasks” on page 26.

Like the 7.0 Symantec Management Console view, jobs and tasks are listed in afamiliar tree view in the left pane. When you right-click in the tree, a right-clickmenu opens. In thatmenu you can select an action to performwithin the selectedfolder.

When you click a job or task in the left pane, its name appears in the label in theright pane. Details about the selected job or task appear in the right pane. Theupper area of the right pane displays ScriptDetails. The lower area displaysTaskStatus. If you right-click the item in the left pane, the item details disappear fromthe view in the right panewhen the right-clickmenu opens. This view is by design.

Jobs / Tasks viewThe enhanced Jobs /Tasks view lets you quickly and easily launch jobs and tasks.You launch tasks by dragging and dropping them onto computers.

3Chapter

See “About the Jobs / Tasks view” on page 25.

This view is one of the enhanced console views that has been added to theManagemenu in Symantec Management Console.


The Jobs / Tasks view includes the following elements:

Table 3-1 Jobs / Tasks view


Displays all jobs and tasks. Default jobs and tasks are in thefolders that are labeled Samples and SystemJobsandTasks.

You find specific tasks by navigating the tree or by using theSearch field. In the Search field, type all or part of the name.

When you click a task, a task details window appears in theright pane.

Jobs / Taskstree viewwith newsearch fieldat the top


Let you quickly switch between Computers, Jobs / Tasks,Policies, and Software views.


Displays the name and description of a job or task that youhave selected in the navigation pane.

To view the contents of a folder or file, expand it in thenavigation pane or click its name in the content pane.

When you click a job or task in the navigation pane, the taskdetails window opens in the content pane. This windowdisplays the task view that you would see if you navigated tothe task using the 7.0 console.

Task-specificinformation

Job / taskdetails(right)

Scheduling and running jobs and tasksYou can view, schedule, and run jobs and tasks in the Jobs / Tasks view. Theenhanced console viewoffers anewsearch field that lets youquickly find computertargets.

See “About the Jobs / Tasks view” on page 25.

In the following procedures, the term task is used to mean either a job or a task.

You can run tasks in the following ways:

■ Drag and drop a task onto one or more computers.

■ Use the Quick Run option.

Using the Jobs / Tasks viewScheduling and running jobs and tasks

26

■ Schedule a task in the New Schedule window.

To run a job or task by dragging and dropping

1 In Symantec Management Console, click Manage > Jobs and Tasks.

2 In the Jobs / Tasks pane, search for or navigate to the task that you want torun.

3 Click and drag the task to the right to initiate a drag-and-drop operation.

The results of your most recent computer search appear in the list pane. Ifyou filtered your last computer search, the list displays the results of thefiltered search.


4 You have the following options for selecting the computers on which to runthis task:

■ Drop the task onto the title icon in the list pane to run the task on all listedcomputers.This action assigns the task dynamically to all computers that are in theselected list.

■ Drop the task onto a specific computer in the list.

■ Use theCtrl key to selectmultiple computers onwhich to run the selectedtask.

■ Hover on the Computers blade and drop the task onto a saved search ororganizational group.

After you select targets for a task, the New Schedule dialog box opens.

5 (Optional) If the computers that you want to target do not appear in the list,you must terminate the current drag-and-drop operation. Populate the listwith the correct set of computers. Then click the Computers blade and thentake one of the following actions:

■ Perform a new computer search that returns a list with the computersthat you want to target. Start the task again.

■ Select one ormore computers, drag them onto the Jobs /Tasks blade, andthen drop them onto the task that you want to run.

6 In the New Schedule dialog box, make any necessary changes and clickSchedule.

27Using the Jobs / Tasks viewScheduling and running jobs and tasks

To run a job or task using the Quick Run option



3 In the left pane, click the task, and its details appear in a task details windowin the right pane.

4 In the Task Status area of the task details window, click Quick Run.

5 In the Quick Run Now dialog box, enter or select the computer on which torun the task, and click Run.

If you want to run a task on multiple computers, you must use the NewSchedule window.

See “To schedule a job or task in the New Schedule window” on page 28.

To schedule a job or task in the New Schedule window



3 In the left pane, click the task and its details appear in a task details windowin the right pane.

4 In the task details window, change any details that you need to change.

5 To update the schedule, in the TaskStatus area of the taskwindow click NewSchedule.

6 Modify the job or task as needed, and click Schedule.

Using the Jobs / Tasks viewScheduling and running jobs and tasks

28

Using the Policies view


■ About the Policies view

■ Policies view

■ Applying a policy

About the Policies viewThe enhanced Policies view lets you view and work with all available policies. Asusual, you canperformall the common functions of applying rules and remediationto computers. You can set compliance check schedules, turn onpolicies, and targetcomputers as you did in the 7.0 console.

A new feature in the enhanced view is the ability to launch policies by draggingand dropping them onto computers. In addition, you have a new Quick applyoption to target a policy without drilling down manually.

Like the 7.0 Symantec Management Console view, policies are listed in a familiartree view in the left pane.Whenyou click a policy in the left pane, its name appearsin the label in the right pane. Details about the selected policy appear in the rightpane. When you click a policy in the navigation pane or in the content pane, itsdetails page opens in the content pane. This view is the typical policy details viewwhere you can create a new policy and turn it on. You can also turn off a policy;perform actions such as rename, clone, or export a policy; or delete a policy.

The policies view lets you search by policy type or policy name. You can also usea right-click menu to select policies.

A primary benefit of working in the Policies view is that you can drag and droppolicies onto one or more computers. After you drag and drop a policy onto acomputer or group of computers, you confirm the action in the Apply Policydialog box. The page updates and shows the new policy instance. You must click

4Chapter

Save changes for the policy to take effect. You can also save one or more policiesas searches. These saved searches are available as filters to target one or morecomputers to which you want to apply those policies.

Policies are not necessarily turned on by default. Ensure that any policy that youwant to apply to computers is turned on.

See “Applying a policy” on page 31.

Policies viewThe Policies view lets you apply policies to computers.

See “About the Policies view” on page 29.

You can now drag and drop policies onto computers.When you drop a policy ontoa computer, the policy opens up so that you can turn it on and schedule it.

An important feature of drag-and-drop functionality is that you can drag a policyonto a computer or drag a computer to a policy. Dragging a computer to a policyadds the computer to the target list of computers to which the policy is applied.

Any time you open a policy, you see that you can turn on the policy or turn offthe policy. Opening a policy does not turn it on automatically. Dragging anddropping lets you select a policy and the computers to which it applies. You muststill determine which policies to turn on and which policies to turn off.

The Policies view is an enhanced console view that was added to the Managemenu in Symantec Management Console.


The Policies view includes the following elements:

Using the Policies viewPolicies view

30

Table 4-1 Policies view


Displays all policies, including default policies.

You can navigate the tree to display policies. Right-click inthe tree to perform common tasks such as setting securityand creating new policies.

In the search field at the top of the navigation pane, typeall or part of the policy name that youwant to use. This fieldlets you find policies quickly, without having to drill downmanually. However, you can also expand the folders to drilldown manually to specific policies if you prefer.

When you click a policy, a policy details window appears inthe right pane.

Policies treeview with newsearch field atthe top


Let you quickly switch between Computers, Jobs / Tasks,Policies, and Software views.

With a policy selected, you can drag and drop it onto acomputer or a software package. A policy can be used as amethod of software delivery. When you drag and dropsoftware, you choose either a managed delivery softwarepolicy or a one-time delivery task.


Displays the name and description of a policy that you haveselected in the navigation pane.

To view the contents of a folder or file, expand it in thenavigation pane or click its name in the policy details pane.

When you click a policy in the navigation pane, a detailswindow opens in the policy details pane. This windowdisplays the policy view that youwould see if you navigatedto the policy using the 7.0 console.

Policy-specificinformation

Policydetails pane(right)

Applying a policyYou can search for, view, and apply policies in the Policies view. This enhancedconsole view offers a new search field. The search field lets you quickly find thepolicies with which you want to work, searching by policy type or policy name.

See “About the Policies view” on page 29.

The enhanced Policies view also offers a Quickapply option that lets you quicklytarget and run a policy.

You can apply a policy in the following ways:

31Using the Policies viewApplying a policy

■ Drag and drop the policy onto a computer or group of computers.You can also drag a computer to a policy and then add the computer to thetarget list to which that policy is applied.

■ Use the Quick apply option.Because of the ways in which policies differ from one another, this option isavailable for some policies but not others.

To apply a policy using drag and drop

1 In Symantec Management Console, click Manage > Policies.

2 In the Policies pane, search for or navigate to the policy that you want toapply.

3 In the left pane, click and drag the policy to the right to initiate adrag-and-drop operation.

The results of your most recent computer search appear in the list pane. Ifyou filtered your last computer search, the list displays the results of thefiltered search.


4 You have the following options for selecting the computers to which to applythis policy:

■ Drop the policy onto the title icon in the list pane to apply the policy toall listed computers.This action applies the policy dynamically to all computers that are in theselected list.

■ Drop the policy onto a specific computer in the list.

■ Use theCtrlkey to selectmultiple computers towhich to apply the selectedpolicy.

■ Hover on the Computers blade, which loads the Computers view so youcan drop the policy onto a saved search or organizational group.

5 (Optional) If the computers that you want to target do not appear in the list,click the Computers blade. Then take one of the following actions:

■ Perform a new computer search that returns a list with the computersthat you want to target. Start the policy-applying procedure again.

■ Select one or more computers. Drag the computer or computers onto thePolicies blade to load the last view of policies. Then drop the computersonto the policy that you want to apply to those computers.

6 In the Apply Policy dialog box, click OK.

Using the Policies viewApplying a policy

32

To apply a policy using the Quick apply option

1 In Symantec Management Console, click Manage > Policies.

2 In the Policies pane, search for or navigate to the policy that you want toapply.

3 In the left pane, click the policy.

The policy details appear in the right pane.

4 In the Applies To/Compliance area of the policy window, click one of thefollowing options:

In the Quickapply dialog box, enter or select the target to whichyou want to apply the policy and click Apply.

In the policy details window, turn on the policy if it is not onalready and click Save changes.

Appliedto>Quickapply

In the Add Target dialog box, open an existing filter or create anew one. Update the results to verify the computers to target,and click OK.

Applied to >Computers

In the Add Target dialog box, open an existing filter or create anew one. Update the results to verify the users to target, andclick OK.

Appliedto>Users

33Using the Policies viewApplying a policy

Using the Policies viewApplying a policy

34

Using the Software view


■ About the Software view

■ Software view

■ Finding software

■ Managing software

■ Add Software Product dialog box

About the Software viewThe software view lets you bypass certain steps that were required in previousversions. You can find and manage software more efficiently than ever.


The two primary tasks that you perform from the Software view are as follows:

■ Find software.See “Finding software” on page 41.

■ Manage software products.See “Managing software” on page 45.

This view is similar to the Computers view in that it offers the same three panes:navigation on the left, a software list in the center, and software details on theright. It also offers both basic search and advanced search features.

In addition, you can right-click in the white space in the Installed Softwaresubpane to select one of the following options:

■ Import Software

■ Manage Software Catalog

5Chapter

■ Manage Saved Searches

The software that you select in the left pane determines which label appears atthe top of the center pane. It also determines what is listed in that pane and thedetails that appear in the right pane. If you select Managed Software under theInstalled Software subpane, you see the label Managed Software at the top ofthe center pane. A list of all installed managed software appears in that centerlist pane, with details in the right pane.

The Installed Software subpane contains the following entries:

Includes all software that has been discovered in your networkenvironment.

All software that inventory has found appears in the InstalledSoftware subpane.

InstalledSoftware> NewlyDiscoveredSoftware

Includes all software for which inventory rules have been defined.

This software may or may not be metered.

InstalledSoftware> ManagedSoftware

Includes all software that is defined by inventory rules, is included inManaged Software, and has metering turned on. Note that you musthave Asset Management Solution installed to meter and track usage.Tometer software, youmustmanually identify the software programthat must be tracked.

You can click the Metering subpane, click the software product, andtrack usage information for that software in the right pane.

If you see a prompt instructing you to install Asset ManagementSolution, see one of the following sources for instructions:

■ Installing the Symantec Management Platform products in theITMS Implementation Guide.

■ About Asset Management Suite in the Asset Management SuiteUser Guide or on the Asset Management Suite page in SymWISE.

MeteredSoftware

Lists deliverable software packages that are on the server, includingsoftware releases and software updates.

Deliverable software is software that has a package or command lineassociated with it. If you drag and drop the package onto a computer,the package or command line installs the software. If software appearsin this list, then it is ready to deploy.

Whenyoudouble-click a deliverable software package, the installationdetails open and you can define or make changes to the installationdetails.

DeliverableSoftware

Using the Software viewAbout the Software view

36

http://www.symantec.com/docs/DOC3464



The search field in the center pane lets you perform both basic searches andadvanced searches. This feature lets you narrow down your search results to thesoftware that youwant toworkwith. You can save these searches for re-use. Savedsearches appear in the InstalledSoftware subpane. These searches are availableas filters for targeting tasks, jobs, and policies or for delivering software to specificcomputers or groups of computers.

See “Finding software” on page 41.

Detailed information about your software selection appears in the content paneat the right. When you select Managed Software in the left pane, details in theupper right pane include the information that is specific to managed software.

This information includes details about Software Product License and Usage. ALicenses bar indicateswhether your licenses are under deployed or over deployed.On the far right of the content pane, you can click Add Licenses to add licensesif necessary. A coloredusage bar indicates thenumber of licenses that are installedand used or installed and not used, with potential savings calculated.

Note: If licenses do not exist for a given software product, you do not see licenseinformation. Instead, you see a prompt with information about how to installAsset Management Solution to manage software licenses.

A singlemetering policy generates the usage information. This internalmeteringpolicy tracks all of the managed software that is metered from the Meter / Trackusage tab. The usage information is displayed in the flipbook as installed andeither used or unused.

If you have not associated the selected software product with the program thatruns it, you see an error next to theUsage bar. Youmust double-click the softwareproduct and associate the product and program on the Meter / track usage tab.After you associate the product with the program that runs it, you can meter andtrack the usage information.

Note: You cannot meter UNIX, Linux, or Mac products. If you plan to metersoftware, be careful when you fill out the Identify Inventory information in theAdd Software Product dialog box. Make sure that only the Windows version ofselected software appears in the result set.

A scroll bar in the Software Product License and Usage area lets you view allavailable information that is relevant to the selected software. The fly-out panelat the far right lets you perform common actions. These actions include addingthe software to an organizational group or to the barcode export list.

37Using the Software viewAbout the Software view

The lower right pane displays a list of computers that have the selected softwareinstalled. It also lists details such as software name, usage, and installation date.A section that is labeled Policies installing this software is shown at the bottomof the right pane. You click this section to view the policies that are used to applythe selected software.

The software view also lets you manage software effectively from a single view,which is the Add Software Product dialog box.


Software viewThe Software view includes the following elements:

■ Navigation in the left pane

■ List of returned search objects in the center

■ Details about the selected software on the right

What you select in the navigation pane determines the result set that you see inthe center pane. The information that is displayed in the software details panevaries and depends on the saved search that you selected.

In the lower part of the software details pane you see the sections that are labeledComputers with software installed and Policies installing this software. If youclick a section, details about the computers or policies appear in the softwaredetails pane.

Like the Computers view, the Software view is an enhanced console view thatwas added to the Manage menu in Symantec Management Console.


Table 5-1 Software view


By default, there are two saved searches: NewlyDiscovered Software and Managed Software.

You can also create your own saved searches, such asall software by a certain manufacturer or all licensedsoftware.


InstalledSoftwareNavigationpane (left)

Using the Software viewSoftware view

38

Table 5-1 Software view (continued)


Lets you manage metered software.

Note: You must have Asset Management Solutioninstalled if you intend to enter and track softwarelicense details.Metering is not turned on automatically.You must install and set up metering before meteredsoftware appears in this list.

If you meter software, you can view Usage Tracking tosee a list of software products that are tracked.

MeteredSoftwareNavigationpane (left)

Lets you sort and search deliverable software in thefollowing categories:

■ Software Releases. Lists the software that can bedelivered and installed. When you click this entry,all software releases that are available for deliveryto network resources appear in the list pane. Youhave the option to keep software installed or deliverit once.

■ Software Updates. When you click this option,software updates that are available for delivery tonetwork resources appear in the list pane.

DeliverableSoftware


Let you quickly switch views between Computers,Jobs/Tasks, Policies, and Software.


Lists selected software.

This list is generated from the item that you select inthe left pane. You can further search and filter thesoftware packages in the list.

Any list that you create using searching or filtering canbe saved as a saved search.


Software listList pane(center)

39Using the Software viewSoftware view



Displays information about the selected softwarepackage or softwarepackages. The information changesdepending on which type of software you select in thenavigation pane.

If you click software in the list pane and it is not yetmanaged as aproduct, theAddSoftwareProductdialogbox opens.


If you selectNewlyDiscoveredSoftware, you can selectone of these options to work with the software:

■ Manage this software■ Move to the Unmanaged software list

You can select and move multiple softwarecomponents to the unmanaged list from this view.

If you select a licensed or managed software product,you see Software Product License and Usage and thefollowing details:

■ Licenses. The number of licenses that are deployed.The colored bar shows whether your licenses areunder deployed or over deployed. If over-deployed,you can click AddLicenses to remedy the situation.

■ Usage. Displays thenumber of installations that areused or unused.

This area displays potential savings. Potentialsavings are calculated by the number of licensesowned minus the number of software installationsplus the number of installed but unused licensestimes the average license cost.

If you select an option underDeliverable software, yousee the Manage this software option.

If you click amanaged software product in the list paneand that software is also metered, the flipbook in thesoftware details pane displays license and usageinformation.

Software-specificinformation

Softwaredetails pane(right)

Lists all computers that have this software installed.

If you click a computer where the software is installed,the Computers view opens.

Computers withsoftwareinstalledsection


Using the Software viewSoftware view

40



This section shows all the policies that install thissoftware.

You can click an item to see its properties in thePoliciesview.

If you click a computer on which a policy installs thissoftware, the Computers view opens.

Policies installingthis item section


The fly-out panel contains all the right-click menuoptions for the selected software. You can alsoright-click software in the list and see all the actionitems that are associated with it.

To view the content of the fly-out panel, hover over thefly-out tab. Click the pin icon to pin the fly-out panelopen on the desktop.

Fly-out panelRight of thesoftwaredetails pane

Finding softwareWhen you navigate to Manage > Software, the search results are not filteredautomatically. You can use a search to narrow the search results so that the listpane contains only the objects that you want to work with.

See “About the Software view” on page 35.

To find a specific software package, you can search by its full name or partialname. You can also use advanced search criteria to further narrow the informationthat is displayed in the results list. An advanced search lets you search by thecriteria that is stored in the Configuration Management Database. If theinformation by which you want to sort is not shown in the advanced search list,you can add custom search criteria.

You can save software searches if you are likely to search for one ormore softwarecomponents more than once. Saved searches appear in the Installed Softwaresubpane of the navigation pane on the left. You can then use saved searches likefilters to target software for tasks, jobs, and policies. You can also use savedsearches to deliver software to specific computers or groups of computers. If youno longer need a saved search as a filter, you can hide it or delete it.

The primary tasks that you perform with software searches are as follows:

■ Find specific software.See “To find specific software” on page 42.

41Using the Software viewFinding software

■ Create custom search criteria.See “To create custom search criteria” on page 43.

■ Modify a saved search.See “To modify a saved search” on page 44.

■ Manage a saved search.See “To manage a saved search” on page 23.

To find specific software

1 In Symantec Management Console, click Manage > Software.

2 In the navigation (left) pane, click a category of software for which you wantto search.

Available categories are as follows:

■ InstalledSoftware. Find newly discovered software ormanaged software.

■ Metered Software. View usage tracking of metered software.

■ Deliverable Software. View software releases and software updates.

3 In the search field, type search criteria; for example, to find updates to aninventory software product, you can type inv.

All software updates that contain the letters inv anywhere in their namesare listed in the list pane. Search results appear in the content pane.

You can search by full or partial software name, full or partial manufacturername, or version.

4 To use advanced search criteria, click the down-arrow next to Add SearchCriteria, and select one or more search criteria.

Advanced search options are available in the drop-down list in the list pane.The additional search options that appear depend onwhat you have selectedin the navigation pane.

To select multiple search criteria, continue to click the down-arrow next tothe drop-down list where the criteria appear. Select a criterion, and repeatthe step to add other criteria.

5 If the criteria by which you want to search are not listed in a drop-down list,click Add Custom Criteria.... to create custom search criteria.

See “To create custom search criteria” on page 20.

Using the Software viewFinding software

42

6 If you may want to re-use these search results, click the down-arrow in theadvanced search area of the list pane. Click the save icon to save the search.

Note: To remove a search criterion, leave the field empty. Any field that doesnot contain a value is ignored in the query. If you save the search results, theempty fields are not saved with the filter.


The saved search appears under Installed Software in the navigation pane.

To create custom search criteria

1 If the criteria by which you want to search are not listed in the Add SearchCriteria drop-down list, in the drop-down list click Add Custom Criteria.

2 In the Add Custom Criteria dialog box, select the custom criteria by whichyou want to search.

Thisdialogbox ispopulatedwithConfigurationManagementDatabase (CMDB)data and includes the following categories:

■ DataClasses and Associations

■ Columns

The columns of CMDB data on the right change based on the data classes andassociations that you select on the left. The more data classes you select onthe left, the larger the list of CMDB column data on the right.

3 Click OK.

4 In the advanced search area at the top of the list (center) pane, you can usesearch operators to narrow the results.

As you add criteria, the list of software in the center pane changes to presentonly the software packages that match the search criteria. The advancedsearch options that you see depend on the software that you select in thenavigation pane.

The following general search conditions apply:

■ Quotation marks limit your search to an exact match."Adobe Acrobat" = computers running EXACT MATCH Adobe Acrobat.

■ Omitting quotation marks allows for matching search text anywhere ina string.Adobe Acrobat = computers running LIKE Adobe Acrobat anywhere inthe name.

43Using the Software viewFinding software

You can use the following search operators to express various arguments:

Use this symbol:To express thisargument:

Pipe ( | )

This operator does not require leading spaces.

Adobe|Microsoft= softwaremanufacturerLIKEAdobeORLIKEMicrosoft.

Or

Plus ( + ) sign

This operator requires a leading space.

Adobe+Microsoft = software manufacturer LIKE Adobe ANDMicrosoft.

And, Add, orInclude

Minus ( - ) sign

This operator requires a leading space.

-Adobe -Microsoft = software manufacturer NOT LIKE Adobeand NOT LIKE Microsoft

Not / minus / donot include

To modify a saved search


2 In the navigation pane, under Installed Software, select the saved searchthat you want to modify.

3 In the list (center) pane, in the search field, add or delete search criteria.

The search results in the list pane change to match the search criteria thatyou enter.

Using the Software viewFinding software

44

4 In the advanced search area of the list pane, click the save option to save thesearch.


Select one of the following actions:

Note that you cannot overwrite the default searches, but you canoverwrite the custom searches that you created.

Save themodified searchwithout changing thenameof the savedsearch.

To replace asearch

Give the modified search a unique name.To modify andsave a search as avariation

The saved search appears under Installed Software in the navigation pane.

To manage a saved search


2 Select one of the following actions:

In the Installed Software subpane, in the white space after theentries, right-click and then click Manage Saved Searches.

In the ManageSavedSearches dialog box, uncheck the box nextto the search that you do not want to see displayed and clickClose.

The search no longer appears in the list but can be restored.

To hide a savedsearch but notdelete it

In the Installed Software subpane, in the white space after theentries, right-click and then click Manage Saved Searches.

In the ManageSavedSearches dialog box, check the box next tothe search that you want to see displayed and click Close.

The search appears in the list again.

To display a savedsearch

In the Installed Software subpane, right-click the search thatyou want to delete, and click Delete. In the Delete dialog box,click OK.

To delete a savedsearchpermanently

Managing softwareManaging software includes tracking software usage and licenses. To managesoftware, you must identify the software components that make up a specific

45Using the Software viewManaging software

software product. This action lets you track usage and licenses. In the Softwareview, software that you have identified appears in the Installed Software pane,in the Managed Software subpane. Adobe and Microsoft products are licensedby default. All licensed software by any manufacturer is listed in the Licensedsoftware list.

Managing softwaremay also involve tasks such as importing, adding, editing, anddeleting software.

The primary tasks that you can perform to manage software are as follows:

■ Track usage and licenses.See “To track usage and licenses” on page 46.

■ Add or edit a new software product.See “To add or edit a new software product” on page 46.

■ Choose not to manage software.See “To choose not to manage software” on page 47.

■ Perform common software management tasks.You can import, add, edit, or delete undefined software; add, edit, or deletemanaged software; move software between undefined, managed, andunmanaged states.See “To perform common software management tasks” on page 47.

To track usage and licenses

1 In Symantec Management Platform, click Manage > Software.

2 In the InstalledSoftware pane, click a licensed software product. Viewusageand license information in the right pane.

To add or edit a new software product


2 In the InstalledSoftware pane, click NewlyDiscoveredSoftware. In the listpane, select the software component that you want to create a softwareproduct for. In the right pane click Manage this software. Add the softwarein the Add Software Product dialog box.


Using the Software viewManaging software

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To choose not to manage software


2 In the Installed Software pane, click Newly Installed Software. In the listpane, select the software that you want to move to the unmanaged list, andin the right pane clickMovetotheUnmanagedsoftwarelist.. You can choosetomanage the software again bymoving it to themanaged list in theSoftwareCatalog window.

See “About the Software Catalog window” on page 51.

To perform common software management tasks


2 In thewhite space below the list of installed software in the InstalledSoftwarepane, right-click. Click Manage Software Catalog.

Use the icons and arrow keys to import, add, edit, and delete software. Youcan also choose to manage undefined or unmanaged software; unmanagesoftware; or return the components of a software product to the list ofundefined software.

See “About the Software Catalog window” on page 51.

Add Software Product dialog boxWhenyou add or edit software products, you see theAddSoftwareProductdialogbox.

See “Software view” on page 38.

When you select the Manage>Software view in SymantecManagement Console,under Installed Software you see a list of newly installed software. When youclick Manage this software in the right pane, the Add Software Product dialogbox opens. This dialog box lets you add software product information. Tomanagethe software, use the Software Catalog.

See “Managing software” on page 45.

The Add Software Product dialog box presents the following software productinformation:

■ Product information to help you track your product

■ Inventory and identification rules that let you associate software componentsto a product

■ Metering and usage tracking information

■ Software packages that are available for delivery

47Using the Software viewAdd Software Product dialog box

■ License information

Note: If you want to change or add the icon for a software product using theChange... icon in the upper right, make sure that you are running as the localadministrator. Only local administratorswho are running their own accountwithadministrator privileges can upload a file to the server. If you are not running inthis mode, you cannot change or add the icon for a software product. You may beable to work around this constraint. Before you log on to the console, right-clickin Internet Explorer and click Run as administrator.

The following product information is prepopulated but is editable:

Lists the full name of the selected software product.Name

Lists the software manufacturer name.Company

Lists the version number of the software product, if a version numberexists.

Version

Lets you specify the application category.Category

Table 5-2 Inventory and identification rules

NotesFunctionTab

Filtering rules are dynamic. Any software that comesinto your environment that matches these rules isassociated automatically to this product.

If you open Adobe Reader from the software list, yousee information that is specific to that product.

The following inventory rules let you filter to find aspecific software product:

■ Software name■ Company■ Version

On this tab, you can change your selection. By changingthe software name from Adobe Reader to Adobe, thedetails in the lower area of this tab change to showinformation about all Adobe products.

You can further refine your search by specifyingadditional search criteria, such as version number.

Lets you identifythe filtering rulesthat define theproduct.

Identifyinventorytab

Using the Software viewAdd Software Product dialog box

48

Table 5-2 Inventory and identification rules (continued)

NotesFunctionTab

Metering and tracking can only be done on softwareproducts that correspond to a program. As an example,Adobe Reader is associated with its executable filenamed AcroRd32.exe.

If no program is associated with the selected softwareproduct, you can add a program by clicking the AddProgram option on this tab. You then select a programin the Add Program dialog box and associate it with aprogram.

If no program is associated with the selected softwareproduct, you see a warning that you cannot track usageunless all componentshave anassociatedprogram.Thiswarning appears in the Usage bar in the softwareflipbook.

If the product has not run on your computer for 90 daysby default, the product is considered unused. You canchange the default number of days to match thesoftware manufacturer's recommended usage rules.

Lets youmeter andtrack the usage ofthe selectedsoftware productby checking thebox.

Meter /track usagetab

Only available software packages are listed. If only onepackage is associated with the product, that package isselected as the package to be delivered. If more thanone package is associated with the product, you canselect the default package to be used when the productis delivered.

To add a package, click the blue link.

Note: If no packages are listed, you can return to theIdentify inventory or Meter/trackusage tab and clickthe software component. Clicking the link opens awindow where you can define a package.

Lets you selectsoftware packagesto deliver.

Delivery tab

Licensesmay includeper-computer andper-use licenses.

You can keep track of the license type, renewalinformation including cost, and details about thesoftware purchase.

Lets you trackyour softwarelicenses.

Licenses tab

49Using the Software viewAdd Software Product dialog box

Using the Software viewAdd Software Product dialog box

50

Using the Software Catalog


■ About the Software Catalog window

■ Software Catalog window

About the Software Catalog windowThe Software Catalog window appears within the Software view and acts as anextension of that view. This window lets you review all installed software. Youcan also import, edit, add, and delete software and otherwise manage it from thissingle location.


You can open the Software Catalog window by navigating in SymantecManagement Console to Manage > Software Catalog. You can also navigate toManage > Software and right-click in the empty space in the Installed Softwaresubpane and click Manage Software Catalog or Import Software.

In the Software Catalog window you can perform many of the same actions thatyou perform in the Software view. In addition, you can move undefined softwareto the Managed software list or place undefined software in the Unmanagedsoftware list in the Software Catalog.


All software on your network appears in one of the following lists:

■ Newly discovered/undefined softwareWhen you run a software inventory, all software is discovered. Undefinedsoftware in this list is reported through software inventory. It refers to allsoftware that was found. This software is neither managed nor unmanaged

6Chapter

until you choose what to do with it. You can move software to or from this listand the other two lists.

■ Managed software products (installed, licensed, metered, deliverable)This list displays the software that youhave chosen tomanage or thatmatchespredefinedproduct filters. Predefined filters formanagedAdobe andMicrosoftproducts ensure that these products appear in the list of managed softwareproducts.

■ Unmanaged softwareThis list includes software that you either do not need to manage or choosenot to manage. You move software to this list if the software is not licensedor if you do not want to track or deliver it.

See “Software Catalog window” on page 52.

The Software Catalog window is unique in that it is the one location from whichyou can perform the following software management tasks:

■ Add a software component to a list of undefined software that you can chooseto manage.

■ Add a software product directly to the Managed softwareproducts list in theSoftware Catalog window.

■ Delete a softwareproduct. This action cancels the associationbetween softwarecomponents and the packages through which they were delivered. When youdelete a product, the components are listed again in the Newlydiscovered/undefined software list.When you delete a software product, its components return to the undefinedsoftware list.

This window also lets you edit software and import a software component or asoftware product. The lists in the Software Catalog window are created from thesoftware that is found in the environment rather than through inventory. Becausethe software is found in the environment, you can import software even if it isnot found in inventory.

See “Managing software” on page 45.

Software Catalog windowWhen you navigate in Symantec Management Console to Manage > SoftwareCatalog, the Software Catalog window opens. You can also navigate to Manage> Software and right-click in the empty space in the Installed Software subpaneto open the Software Catalog window. This window lets you review all installedsoftware and manage it from a single location.

Using the Software CatalogSoftware Catalog window

52

The Software Catalog window is part of the enhanced Software view. In theSoftware Catalog window, you can see undefined software that you can eithermanage by creating a software product or move to the Unmanaged software list.

If you do not want to manage or view certain software in any of your lists, hide itmoving it to the Unmanaged software list.

Typical tasks are as follows:

■ Search for newly discovered, managed, or unmanaged software.

■ Import or add new software components.

■ Edit or delete software.

■ Add newly discovered or undefined software that you intend to manage toyour list of managed software.

■ Movenewlydiscovered orundefined software that youdonot intend tomanageto your list of unmanaged software.You can select multiple products and assign them to the unmanaged list all atonce.

■ Move software products from one list to another as your needs change.

The Software Catalog window appears within the Software view. The Softwareview is an enhanced console view thatwas added to theManagemenu inSymantecManagement Console.


Table 6-1 Software Catalog window

DescriptionContainsList

Displays all software that is discovered or that is stillundefined. This software is not yet managed. You canmove it to the Managed Software Products list or theUnmanaged software list.

You can search for software using all or part of thesoftware name or manufacturer name. Click thedown-arrows next to the Search field to use advancedsearch criteria or create custom search criteria.


PoliciesSoftwarethat is notyetmanaged

Newlydiscovered/ undefinedsoftwareare

53Using the Software CatalogSoftware Catalog window

Table 6-1 Software Catalog window (continued)

DescriptionContainsList

Displays all managed software products. Using thearrows, you can move this software to the Unmanagedsoftware list or back to the Newly discovered /undefined software list.

Installed,licensed,metered,anddeliverablesoftware

Managedsoftwareproducts

Displays all software that is available to be managed.Using the arrows, you can move this software to theManaged software products list or back to the Newlydiscovered / undefined software list.

Softwarethat isinstalledandavailable tobe managed

Unmanagedsoftware

Using the Software CatalogSoftware Catalog window

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