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Action1 5 Documentation 5 Managing Endpoint Groups

Endpoint Groups

Action1 risk-based patch management solution enables you to organize your endpoints into groups. A group is a sub-set of managed endpoints within an organization. Add your endpoints to these groups and manage them with more precision. For example, divide your devices based on the operating system, by importance, by asset type, etc. Action1 enables you to create automation policies and run actions on the entire group simultaneously. 

By default, Action1 creates a group called “All” that contains all your managed endpoint listed on the Endpoints page and a group called “New Endpoints” that shows newly added endpoints. 

Groups or Endpoints List?

In the Endpoints view, you’ll see all endpoints for your organization. There you can invoke actions and specify applicable endpoints. Groups allow you to review endpoints you explicitly organized together. You can manage them as a single entity, for example:

  • Roll out updates
  • Run scripts
  • Create automations

Configuring a New Group

  1. On the Endpoints page, select + Create Group, then provide a name and description and select Create.
  2. Add a group name and description.
  3. Specify rules to automatically add endpoints to this group. Select Add Criteria and choose one or several inclusion criterias. Note: You can always add endpoints manually.
    • To create a nested group, select Member of Group
    • Pick criteria such as Endpoint Name, IP address, AD Organizational Unit, etc. Depending on the criteria you choose, you should specify a name, a wildcard, or provide a range.
Creating a new group

The endpoints matching any of selected conditions will be automatically included in the group. For example, you can automatically add endpoints which names start with WKS-LA, or belong to the Test servers group. Additionally, you can later add as many endpoints as you need manually even if they don’t match these rules.

4. Alternatively, define endpoints that should be excluded by default. For example, you can exclude endpoints that are members of a certain group.

 5. As a last step, enable alerts to notify you when the endpoints are offline for significant amount of time or when they get back online. 

New group

Adding Endpoints One-by-One

  1. Navigate to the group page.
  2. Select Add Endpoints.
  3. Specify endpoints from the list and select Add.

Import Endpoints

  1. Navigate to the group page.
  2. Select Import Endpoints.
  3. Upload CSV file with the endpoint name column. Note that the endpoints should have agents already installed.

Removing Endpoints from Group

Action1 enables you to re-arrange your groups within an organization. There are several ways to remove an endpoint from a group:

  • If you have added an endpoint manually, select Actions next to it and pick Remove from Group.
  • If the endpoint matches the group criteria, you should either update Group Settings or add this endpoint to the excluded list by selecting Actions / Exclude from Group.

Note: Removing an endpoint from a group doesn’t disconnect it from the Action1 Cloud. You can always see all connected endpoints on the Endpoints page.