Personalized Insight policies and operators

This article guides you through the features of Personalized Insight Policies and Operators within Lifecycle Manager, illustrating how they can significantly enhance your asset management strategies.

Introduction to Personalized Insight Policies

Lifecycle Manager expanded its capabilities to provide deeper insights into your client environments through enhanced policies for hardware and software. These policies allow for a more flexible application of standards to managed assets, helping to identify misalignments and optimize IT asset management.

List of available policies

Personalized Insights can be configured for various aspects of IT assets, enabling you to focus on specific areas of concern or interest:

  • For workstations/servers
    • Age, Configured backups (BackupRadar subscription required), Manufacturer
    • Memory (RAM) specifications, Person assigned, Operating system status
    • Processor manufacturer, Software, Total storage specifications, Warranty
  • For virtual machines
    • Configured backups (BackupRadar subscription required), Memory (RAM) specifications, Operating system status
    • Software, Total storage specifications

Examples of What Personalized Insights Can Achieve

By leveraging these policies, you can create tailored insights that address specific needs or challenges within the client environment:

  1. Upgrade Eligibility: Identify Windows 11 upgrade-eligible workstations that meet specified storage and memory requirements.
  2. Device Replacement: Encourage the replacement of devices that fail to meet the current standards of the client’s environment, enhancing overall performance and security.
  3. Vulnerability Identification: Single out devices from a specific manufacturer with known critical vulnerabilities or those lacking essential antivirus software.
  4. Asset Prioritization: Compile lists of old workstations or virtual machines with inadequate storage and memory, prioritizing their replacement.

Custom operators can only use one type of policy - You can only use one type of policy with one of each operator (can't have the same policy with the same operator).

Policy Operators: Refining your Insights

Personalized Insight Policies are further enhanced by operators that refine how policies are applied, allowing you to identify assets performing above or below certain thresholds:

  • Operators for Workstations/Servers and Virtual Machines include:
    • Age: is over/is under
    • Configured backups: is found/is not found
    • Manufacturer: is/is not (specified manufacturer from dropdown)
    • Memory: is over/is under
    • Person assigned: is found/is not found
    • Operating system: is supported/is unsupported
    • Processor manufacturer: is/is not (specified manufacturer from dropdown
    • Software: includes/does not include (specified software from dropdown)
    • Total Storage: is under/is over
    • Warranty: is expired/is not expired
  • Operators for Virtual Machines include:
    • Configured backups: is found/is not found
    • Memory: is over/is under
    • Operating system: is supported/is unsupported
    • Software: includes/does not include (specified software from dropdown)
    • Total Storage: is under/is over

Practical application of Policies and Operators

You can apply these in various scenarios to enhance asset management and client communications:

  • Backup Verification: Ensure all servers and virtual machines have configured backup policies.
  • Performance Management: Show workstations with low memory to address potential performance issues.
  • Security Enhancements: Find devices with outdated or vulnerable software, or those missing critical security agents.
  • Standardization Drives: Identify and replace aging workstations that negatively impact the user experience and network performance.

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