When either deploying the Certero Client or enabling Remote Inventory against devices within the Certero Management Platform, you can utilise the Client Rules in order to make this a much more efficient process.

Client Rules use the familiar Query Builder within the Management Platform in order to ensure you have targeted the relevant machines with either the Client Deployment of the Remote Inventory. Using the Client Rule will mean you can automatically target devices for either task.

Client Rules are dynamic, meaning if in the future a new machine is deployed or discovered within your organisation that matches the query, the client rule will be executed against the machine.

How do I create a Client Rule?

Creating a Client Rule for Client deployment/targeting of Remote Inventory is a quick and simple process and can be achieved through the following steps:

• Navigate to the Certero Management Platform and log in

• Navigate to Client Management > Client Rules

• Click New

• Input the relevant Name and Description

• Select the Type

  • Enable Remote Inventory

  • Deploy Client Agent

• Leave Auto-Apply enabled

  • This allows the Client Rule to be dynamic going forward - as mentioned above

• Set the Data Type

  • Computers - Discovered Windows Machines

  • ICMP Devices - Typically discovered Linux & Unix machines with port 22 open

• Select the appropriate credentials option (This account will need to be a local administrator of the machines)

  • Use default credentials - This will be the credentials that are used within the Active Directory connector

  • Use a saved set of credentials - This is a list of different credentials which is created under Client Management > Credentials

  • Use custom credentials - You can input a different set of credentials using this option

• Leave Automatic Select under Endpoint Server enabled - this will determine which Endpoint Server deploys the client/enables Remote Inventory based on it's network

• Head to the Criteria tab - this will be used to determine which machines are targeted by the rule

Once you have done all this, click Save. The rule will then be applied to the relevant devices.