Creating New Deployment Rules

To create new rules for automatic Software Deployment:

1. Click the Deployment tab and select Software Deployment Rules.
2. Click the Create Rule icon.

   The Create Rule Wizard opens.

3. In the Select Entities window, select an entity (OU, Virtual Group, or Computer). Double-click the node to show the items contained in that node.
4. Click Next.
5. In the Change Rule Action Settings window:
   • Select a package version or click Manage Client Versions to upload a different client version from in the Packages Repository.
   • Select Software Blades to install and clear Software Blades that are not to be installed with this rule.
6. Click Next.
7. In the Name and Comment window, enter a unique name for this rule and an optional comment.
8. Click Finish to add the rule to the Software Deployment Rules.
9. Click Save.
10. Install the policy.

Changing Existing Deployment Rules

To edit rules for automatic Software Deployment:

1. Click the Deployment tab and select Software Deployment Rules.
2. Select a rule.
3. From most columns, right click to get these options:
   • Clone Rule - Make a new rule with the same contents.
   • Delete Rule - Delete the rule.
   • Download Package - Download the package for export. This includes the Initial Client and Software Blade Package.
4. To change the name, Double-click the Name cell and enter a different name.
5. To change an Applies To parameter, right click an entity and select an option:
   • Add new entity to this rule - Select an entity from the tree to add to the rule.
   • Remove entity from this rule - Select an entity to delete.
   • Navigate to item - Go to the selected entity in the Users and Computers tab.
   • Add to Virtual Group - Add the selected entity to a Virtual Group.
6. In the Actions column:
   • Select a package version or click Manage Client Versions to upload a different client version from in the Packages Repository.
   • Select Software Blades to install and clear Software Blades that are not to be installed with this rule.
7. On the toolbar, click Save.
8. Install the policy.

Installing Packages on Clients with Software Deployment

After the Initial Client is successfully deployed and you have Software Deployment rules, install Software Blade Packages easily from SmartEndpoint.

Edit the Client Settings rules to change client installation settings.

To install Software Blade Packages on endpoint computers:

1. On the Deployment tab, click Install.
2. If prompted, click Save to save the rules.
3. Select the Rules to install and then click Install.

To make sure that a rule does not install:

Right-click in the Actions column of a Software Deployment rule and select Do not install.