Creating effective personalized Insights

Personalized Insights within Lifecycle Manager are designed to provide tailored oversight of IT assets based on specific criteria. This article walks you through creating, layering, and utilizing Personalized Insights effectively.

Step-by-step guide to populating Personalized Insights

Creating a personalized insight involves a few critical steps that ensure the insight is accurate and relevant to your specific management needs.

  1. Naming and describing your Insight
    1. Purposeful naming: Start by giving your insight a clear and descriptive name that makes it easily recognizable. For example, an insight might be named "Inadequate High-Risk Servers Needing Replacement."
    2. Detailed descriptions: Add a description to further define the focus of the insight. For instance, "Servers over 8 years old without warranty coverage and unsupported operating systems."
  2. Selecting the asset type
    1. Asset classification: Choose an asset type to which the insight will apply. The options include:
      1. Workstation
      2. Server
      3. Virtual Machine
  3. Adding Insight policies
    1. Policy configuration: After selecting the asset type, proceed to set specific policies that define the conditions of the insight. While it's possible to establish a single policy, complex scenarios may require layering multiple policies for granular control.
    2. Layering multiple policies: For insights requiring detailed criteria, such as identifying servers that are both old and lacking warranty coverage, you might layer multiple policies. Here's how you can layer policies for a complex insight:
      1. First policy layer: Start with an age-based policy. For example, select the age condition to be "over 8 years."
      2. Second policy layer: Add a warranty status policy, specifying that the warranty should be "expired."
      3. Third policy layer: Include an operating system status policy, targeting "unsupported" operating systems.

Finalizing and generating the Insight

  1. Completing the Insight: After setting up all necessary policies, finalize the insight creation. It’s important to note that once an insight is created, it cannot be edited. If adjustments are needed, the existing insight must be deleted, and a new one should be created with the revised policies.
  2. Generating results: Lifecycle Manager generates results based on the defined policies. These are displayed under the "Your Insights" section on the dashboard. For example, initially, no assets may meet all three criteria of age, warranty status, and OS support. However, adjusting the policies (such as removing the OS support condition) might reveal 47 affected assets, offering a clearer view of the specific issues across your managed assets.

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