Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Policies Page
This page enables you to define and edit configuration policies.
To access | Select Policies. |
Important information | The left pane contains an expandable list of the policies. The details pane displays details for the policy selected in the left pane. |
Relevant tasks | |
See also | Policies Overview |
User interface elements are described below:
UI Elements (A-Z) | Description |
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Add Policy Group. Enables you to define a new policy group. | |
Add Policy. Enables you to define a new policy. Select one of the following options:
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Delete. Deletes the selected policy or group. | |
Cut. Removes the selected policy or group from its current location and save it to the clipboard. | |
Copy. Copies the selected policy or group to the clipboard. | |
Paste. Adds the copied policy or group to the selected location. | |
Undo. Undoes the last action. | |
Save. Saves the changes made to the current policy. | |
Preview. Opens the Policy Preview dialog box, which provides a preview of the satisfaction level of the selected policy over the selected views. In previews of baseline policies, you can select a CI and drill down to analyze its details. Note Only views for which the user has View permission are sent to the server and are displayed in the preview results. If a user does not have View permission for a particular view and attempts to preview it, an error message is displayed. |
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Recalculate Policy Analysis. Recalculates the policy analysis for the selected policy. | |
Export Report. Enables you to choose the export format for the Policies Report data. The available options are:
The currently applied filters are taken into account when generating output for reports. |
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Refresh. Refreshes the policy list. |
Left Pane
Important information | Click the arrow next to Policies (the root of the policies tree) to expand the tree. Click the arrow next to a policy group to expand the list of policies in the group. |
Details Pane
Important information | When you select a policy group in the left pane, the group details appear in the Details pane. When you select a policy in the left pane, the policy details appear in the Details pane. |
Details: <Policy> Section
User interface elements are described below:
UI Elements (A-Z) | Description |
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Comparison Scope (for Similarity policies) |
This section is used to specify (and optionally, further filter) the main CI type to be compared for similarity. The comparison scope CI type is automatically selected when you use the Grouping option. |
Filter (for Baseline and Topology policies) |
This section is used to filter the CIs that are tested against the policy. This section includes:
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General |
This section includes:
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Grouping (for Similarity policies) |
This section is used to specify groups of CIs that need to be similar. CIs will be compared for similarity to each other only if they are located within the same group. The Enable grouping by CI type and pattern check box is selected by default. This section includes:
For additional details about grouping, see Configuration Manager Similarity Policy - Use Cases. |
Similarity Criteria (for Similarity policies) |
This section is used to specify the CI type and attributes to be tested against the policy. By default, all components and attributes in the selected CIs are included. If you do not want a specific component to be included, clear the check box next to that component. When you remove a component from the similarity criteria, all of its attributes are automatically removed from the scope as well. You can include a component, but remove all of its attributes from the scope by clearing the check box in the title bar next to Attribute Name, or you can remove selected attributes by clearing those check boxes. The comparison scope CI (to which the similarity criteria apply) is automatically selected when you use the Grouping option. |
Validity | This section is used to specify the scope of the policy's validity. Click the calendar buttons to select the dates and times for the beginning and end of the period. |
Views | The Assign policies to views field lists the views to which this policy applies. Click the button to open the Select Views dialog box, which enables you to select the views to which the policy applies. |
Baseline CI Section
User interface elements are described below (unlabeled elements are shown in angle brackets):
UI Elements (A-Z) | Description |
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Select predefined configuration. Enables you to select one of the following options:
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Add CI class type to baseline. Enables you to select a CI type to add to the baseline definition. (When no baseline is defined, this is called Create Baseline.) You can add multiple CIs of the same type using the CI count feature. | |
Remove selected Item from the baseline. Deletes the selected CIs from the baseline definition. |
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<Check box column> | Select the check boxes next to the attributes you to include in the baseline definition. You can select all of the attributes by selecting the check box in the column header. |
<Comparable column> |
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Attribute Name column | The names of the attributes for the selected CI. |
Attribute Value column |
The values of the attributes for the selected CI.
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CI Type |
Select a CI type from the baseline. The attributes for this CI type are displayed in the table. Note It is possible to select more than one CIT of the same type in the baseline. This is known as Common Definition mode. In this mode, any changes you make to one of the selected CITs apply to all of them. |
Consider additional internal CIs as breach | When you select Consider additional internal CIs as breach, the CI being compared to this baseline is considered in breach of the policy if it has additional internal CIs. |
Operator column | Select an operator defining the relationship between the attribute and its value. For details, see Attribute Operators. |
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