Configure Device Checklist Items for the IT Service Desk Dashboard

As Administrator of Aternity in your organization, you can use Status Rule Settings to configure the rules by which statuses will be included as checklist items in the IT Service Desk dashboard (Device Checklist tab). The default Device Checklist tab presents the list of items that Aternity recommends to check in the beginning of the troubleshooting process. Green, yellow, and red indicators show the statuses of the checklist items to draw attention of IT people to critical issues on devices they investigate.

All rules are defined per account. For example, define the Machine Power Plan or Standard OS Version according to the organization policy.

Add rules for the Device Checklist to customize it according to your needs

Aternity comes with several predefined out of the box rules. These rules are marked with a closed lock icon. When customers modify a rule, the lock icon appears open. In case the modified rule is reset to its default configuration, the lock icon will appear closed again.

As administrator, you can grant permissions to view the dashboard, to fix issues remotely, and to manage statuses. For more information on the list of permissions or capabilities (known as Roles in Aternity), see Add Users or Edit a User.

Field Description
Manage statuses

Provides the capability to configure the rules by which common potential issues are presented as statuses and included as checklist items in the IT Service Desk dashboard.

Procedure

  1. Step 1 Open a browser and sign in to Aternity.
  2. Step 2 Hover over the panel, click the gear icon , and select Statuses.
    Add rules for the Device Checklist to customize it according to your needs
    Field Description
    Name

    The item name as it will be displayed in the Device Checklist tab on the IT Service Desk dashboard.

    Category

    Select under what category this item will appear in the Device Checklist tab on the IT Service Desk dashboard.

    Description

    (Optional) Displays the description of the checklist item.

    Calculation Preview

    Displays the preview of a rule you set.

    Last Modified

    Displays date and time when the rule was last edited.

  3. Step 3 Add new rules that comply with your organization standards by doing the following:
    1. a Select Add Rule to open a wizard.
    2. b In the General Info tab, enter all necessary details.
      Field Description
      Display Name

      The item name as it will be displayed in the Device Checklist tab on the IT Service Desk dashboard.

      Description

      (Optional) Displays the description of the checklist item.

      Rule Type
      Select an item for which you will define the status report rule. Available options are:
      • Attribute

      • Not Allowed Software

      • Required Software

      If you select Attribute, then select the required attribute from the drop down list.

      Attribute

      Select attribute for the Attribute rule type.

      Select the attribute for which you will define the status report rule in the next screen.

    3. c Select ON to enable the rule and to show that item on the Device Checklist tab.

      To see the item in the checklist, enable the rule AND select the category where to display this item.

      Create a new rule for viewing the status of antivirus for the device you troubleshoot
    4. d Select Next to continue. All mandatory fields must be filled.
    5. e In the Value Settings tab, define conditions for the status reporting mechanism.

      The conditions indicate when the status is red or yellow or green. Red-Yellow-Green reports help you quickly understand if some action is required or not. The gray status means that no conditions are met.

      Note

      This screen may vary depending on the selected rule type in the previous step. For example, for Not Allowed Software you are required to define the red status only. In case the software name matches the not-allowed value, the status is red. Otherwise, there is no status report. For the Required Software rule, define the green status only, which means that if the specified software is installed, the status is green, if it is not installed, the status is red.

      Define at least one condition related to the status indicator - either the best (green) or the worst (red) case.

      Select a condition from the drop-down list and enter the respective value, name or text next to the condition. You can add several conditions by defining the OR condition. To delete the unnecessary lines, select the minus icon.

      Set the rule to show status for this item
      Condition Description
      Equals

      Enter the value or free text. Auto-completions are available to suggest possible values quickly.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      Does not equal

      Enter the value or free text. Auto-completions are available to suggest possible values quickly.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      In

      Select items for the rule from the list. You can select multiple items.

      For the long lists, use the search with its auto-completion mechanism. Start typing and the system will suggest autocompletions automatically.

      Not in

      Select items for the rule. You can select multiple items.

      For the long lists, use the search with its auto-completion mechanism. Start typing and the system will suggest autocompletions automatically.

      Starts with

      Select the start value.

      that is used to determine whether a string starts with a specific sequence of characters

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      Ends with

      Select the end value.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      Contains

      Enter a string that occurs anywhere in the value. And the system will find a match.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      Does not contain

      Enter a string that occurs anywhere in the value. And the system will find a match.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      Matches

      Enter a string that occurs anywhere in the value. And the system will find a match.

      Supports a * wildcard which can be used more than once in the value string and can match any number of characters.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      Does not match

      Enter a string that occurs anywhere in the value. And the system will find a match.

      Strings comparison is case insensitive. In other words, the system does not take care of the uppercase and lowercase letters.

      At the bottom of the screen, see the summary of the rule, when the status will be red/yellow/green/gray.
      See the summary of the rule at the bottom
    6. f Select the Category where to display this checklist item.

      To see the item in the checklist, enable the rule AND select the category where to display this item.

    7. g (Optional) Select a Remediation action to fix this item.

      The button to run this action will appear next to the item on the Device Checklist tab and you can run it if necessary.

    8. h Select Save to save the changes.
      Define the settings for a new rule and save changes
      Once all rules are set and Aternity presents the checklist with statuses, find the following in the Device Checklist tab:
      • The value for each item (attribute) and the status color for that value according to the predefined rule; for example, 64-bit for OS Architecture

      • The tooltip for each item (attribute) provides the predefined rule, so that you can easily see why that item is red or yellow or green.
        See the tooltip to understand the logic of the colors
      • Software name and version number for Not Allowed Software or Required Software

  4. Step 4 Change the rules that define statuses of the checklist items by selecting the row's context menu on the right > Edit.
    Edit a predefined rule to suit your organization policy

    For example, you may want to edit the predefined rules if in your organization the standard operating system is not the one defined by Aternity or the battery power plan differs from the defined by Aternity.

    To disable a status rule, select the row's context menu on the right > Edit > Disable.

    To delete a status rule, select the row's context menu on the right > Edit > Delete. You cannot delete a predefined out of the box rule, but you can delete the rules you added.

    To reset to the default rule configuration, select the row's context menu on the right > Edit > Reset to Default. This option is only available for out of the box rules modified by customers. There is no Reset to Default to the rules you added.