Policies are the core framework within the Addigy platform for managing deployments to groups of devices and can be created, moved, configured, deployed, and deleted.
Policies have a hierarchical inheritance, which means most items and settings added to Parent Policies will trickle down to the Child Policies. For more information on the Hierarchy of Policies, check out our KB on Understanding the Policy Hierarchy.
Directory
- Policies Page
- Creating a New Policy
- Individual Policy View
- Adding and Removing items from a Policy
- How to Deploy a Policy
- How To Delete a Policy
Policies Page
From the Policies page, you can:
- View your policy structure and how many devices are assigned to each
- Create new policies
- Update any third-party software across your entire policy structure.
- Deploy a policy's assets to all devices quickly
- View the results of the last deployment of any policy
Creating a New Policy
To begin creating a new Policy, click New Policy at the top of the Policies page.
After this, you will need to account for and fill out the relevant information of the policy:
- (Optional) To differentiate the Policy from others, set a Color and an Icon.
- Enter a Name for the Policy.
- If you would like for this to be a Child Policy, click Select Parent and select the Policy that this new Policy will be under.
- When complete, click the Continue button
Individual Policy View
The individual Policy view will help you manage various Policy assets, like Software and Profiles, as well as the Policy settings that help you control other device features like Addigy Identity, Self Service, and 3rd party integrations like Conditional Access.
Additionally, you can use the dropdown menu at the top to quickly jump to another policy.
The icons next to the dropdown will help show what remote control and integrated systems are enabled for the policy.
Overview Page
The Overview tab provides a quick glance at a Policy's device types and total counts, auto-assignment status, enrollment profile information, and more. Read more about auto-assignment and flex policies.
View Devices Assigned to the Policy
Quickly see all of the devices that are assigned to a policy. Read about assigning and un-assigning devices to a policy.
Assign Assets
Assigning one or several assets to a policy is an efficient way to deliver necessary items to a group of devices in one deployment. Assets include all of the items created via the Catalog, as well as the Home Screen Layout configuration.
Policy Settings
The Settings section includes settings for:
- MDM Enrollment Profile
- Apps & Books tokens
- Automated Device Enrollment Configuration
- Remote Control (LiveTerminal, LiveDesktop, and Splashtop)
- Addigy Identity
- Integrated Systems - this includes settings for ConnectWise Manage, Autotask, Intune, and more.
Read more about managing policy assets.
Adding and Removing Items From a Policy
Via Policies:
- Navigate to Policies > Your Policy
-
Select a tab where the item you'd like to add is located. In this article, we'll select Profiles:
By default, all items will be marked as Not in Policy. - If selected, the item can be added to or removed from the Policy by Clicking Add/Remove.
- A confirmation will appear. Select Confirm to confirm the change.
Additional Information
- If an item has been added to the Policy, it will show as In Policy.
- If an item was added to the Policy in a higher level Policy, it will show as In Parent.
Via Catalog:
- Navigate to the Catalog and choose a Catalog category, such as Smart Software, MDM Profiles, etc...
- Select the 3 dots under Actions and select Assignments...
- Choose the Policy(s) that you would like to deploy this item to.
How to Deploy a Policy
Our Policier process will automatically handle the deployment of items to devices every 30 minutes. Should you want to deploy the Policy manually, follow the below steps.
Triggering a Policy Deployment via
To deploy Policy assets and settings immediately, click the Deploy button in the policy view or select the option from the row in the policies page.
Reviewing the status of your last deployment
There are a couple of ways to see the Deployment Status:
- Click the Deployment Status button in the Policy's Overview
- Click the 3 dots "..." actions menu in the from the Policies list
How To Delete a Policy
- Within a policy, navigate to the Overview tab and select the Delete button.
- A window will appear to confirm the policy deletion. Select OK to delete the policy.
Additional Information
The following warning message may appear when attempting to delete a policy that an Addigy user account is restricted to:
To remove the policy, please remove the policy restrictions for any user that was restricted to this policy. Further steps on resolving this issue can be found here: Unable to Delete Policy: "Please remove user restrictions..."
Additional Resources
Useful Commands for the Addigy Policier Process (Policy Deployments)