Setup

Setup settings are for configuring core operational components of the platform that affect device management, data retention, communication methods, and administrative access.

Click on 'Settings' in bottom-left corner of the main menu > 'Advanced' > the 'Setup' drop-down will be displayed on the left pane.

Important Information

The settings here can have impacts throughout the solution and therefore changes should be planned thoroughly, as some cannot be undone once applied.

Prerequisites

A user with Admin permissions

Discovery: Setup Area

Site Configuration	Manage logical Sites created in the Devices area. Sites will only appear here if they have a defined IP range. If multiple sites have overlapping IP ranges, the site higher in the list takes precedence in managing the overlapping addresses. You can reorder site priority using the Up/Down arrows or export the configuration to CSV.
Media Management	Applications and custom patches require a 'payload' to be deployed to target devices, this area of the console allows you to manage these files and upload new media.
Proxy Settings	Allows configuration of proxy server details for environments where managed devices require proxy access to reach the internet. This ensures communication between the devices and the cloud console.
Inventory Archive	Inventory archive points are created whenever a device successfully sends inventory data up to the cloud console. This enables you to compare two sets of inventory data via the Inventory History feature, any hardware or software changes between the archive points will be highlighted. It is possible to delete records older than the period selected from the drop-down menu. If you click on 'Delete ALL archive data' all historical data will be deleted and the Inventory History feature will no longer function.
Email Settings	If you require any emails that the console sends to be sent using a particular account, then the account details can be entered here. You do not have to configure this setting for the console to send emails. Emails are automatically sent from the console's default domain.
Add Device	The various agents such as the MicroAgent, Mac Agent, or vRep can be downloaded from this area of the console settings.
Auto Archive Devices	Devices can be automatically archived into the 'Archived Devices' area of the console using this option. If a device remains out of contact with the console for 'X' days, it will be archived. If an archived device contacts the console it will be returned to the Managed Devices section. Auto Archive is switched off by default.
Task Configuration	This option allows cleaning up old tasks. Set the period in which the task is considered old, and it will be permanently deleted. The out-of-date tasks are determined by the following categories: StartTime, LastStart, EndTime, LastUpdate, CreatedDate, LastTargetRefresh, PausedUntil. If at least one of these categories do not run into the set period, the task will not be deleted. Example: If you enable cleaning the tasks that are older than 10 days and there is a particular task which is more than 10 days old (was created earlier) but has its start time set to a date in a future, than such task will not be deleted.
Admin Accounts	Tasks which run under out "agentless" model e.g. device discovery or Linux patching, require admin or root credentials to be added. Multiple credentials can be added together.
Device ID Config	Identify devices with duplicate 'Device IDs'. This section allows you to input the 'cloned' device GUID, so that if additional devices check in with the same GUID, the additional devices will re-generate the GUID to show up as unique devices. This happens if you clone a device that already has a client installed. Please contact our helpdesk if you detect duplicate devices.
Location Security	Rules based on IP address ranges can be created which restrict the logged-on user's permissions within the console. Countries can be configured to allow or deny access to the console from that country. The 'End User Access' portal can also be switched to on/off based on the Location Security Settings.
Theme	Add company information: name, URL, logo.
Software Caching	Software Caching reduces network traffic and accelerates deployments by minimizing the need for each device to download updates or media directly from the cloud. Instead, devices retrieve required files from local sources, based on configurable caching strategies. These strategies - such as by site, subnet, or designated cache host - optimize software distribution, especially for patches and media payloads.