System Tree page

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The System Tree page provides a visual representation of your managed network.

Option definitions

Option

Definition

Common actions

  • New Systems — Opens the New Systems page.

  • New Subgroups — Creates a subgroup in the System Tree.

System Tree options

System Tree default groups

  • My Organization — The root of your System Tree.

    Note

    This group can't be deleted or renamed.

  • Lost and Found — The catch-all for any systems that are not added to other groups in your System Tree.

    Note

    This group can't be deleted or renamed.

System Tree Actions

  • New Subgroup — Creates a subgroup in the System Tree.

  • Rename Group — Renames the selected group.

  • Delete Group — Deletes the selected group or groups.

    Note

    If you don't select Remove Trellix Agent from all systems , the systems in the group reappear in the Lost and Found group because the Trellix Agent continues to communicate to ePO - On-prem. Also, unless you select Remove agent installed products from all systems, the product software remains installed on the systems deleted from the System Tree.

  • Export Systems — Exports a list of systems from the System Tree to a .txt file for later use.

  • Sort Now — Sorts selected systems into groups with criteria-based sorting enabled.



Systems tab

Option definitions

Category

Option

Definition

Computer options

Custom

Select custom filters and row selection to restrict the items displayed.

Filter options

Quick find

Type a term to filter the list results. Click Apply to start the search. Click Clear to delete text from the Quick find text entry box.

Show selected rows

Displays only the rows you selected.

Filter duplicates

Removes the duplicate entries of the endpoint node.

Actions

Choose Columns

Opens the Choose Columns page, allowing you to select the columns that are displayed on the Systems page.

Export Table

Allows you to export this table.

Tag

Allows you to modify the tags in the Tags column using:

  • Apply tag — Apply a tag manually to selected systems in the System Tree.

  • Clear tag — Remove a tag manually from the selected systems in the Systems page.

  • Exclude tag — Specifies system tags to exclude from the selected systems on the Systems page.

Agent

Specifies the actions that can be taken on agents on the selected systems, including:

  • Modify Policies on a Single System — Opens the Policy Assignment page to edit the policy assignments of the selected system. This option is available only when one system is selected.

  • Modify Tasks on a Single System — Opens the Client Tasks page to create or edit client tasks assigned to this system. This option is available only when one system is selected.

  • Set Description — Opens the Set Description dialog box. This dialog box provides a description for the selected system. This description is included in the system details.

  • Set Policy and Inheritance — Applies a policy to the selected systems and resets or breaks the inheritance of the policy from the system group.

  • Show Client Events — Opens the Client Event page. This page lets you find events for the selected system.

  • Show Threat Events — Opens the Threat Event Log page. This page allows you to check for threat events for the selected system.

Directory Management

Specifies the actions that you can use to manage systems in your directory, including:

  • Change Sorting Status — Allows you to enable or disable System Tree sorting. Enabled systems are sorted when selected and the Sort Now option is used. The systems can be sorted at each agent-server communication, depending on how System Tree Sorting is configured on the Server Settings page.

  • Clear Agent GUID Sequence Error Count — Deselects the Sequence Error count generated due to duplicate Global Unique IDs (GUID).

  • Delete— Deletes all selected systems from the System Tree.

    Note

    A warning message will be displayed if any selected system or systems within a chosen group have any point products installed. Deleting this system or a group can lead to a loss of user assignments and other resources for those systems.

  • Export Systems — Exports the list of systems (including their path to their location in the System Tree) to a text file.

  • Move GUID to Duplicate List and Delete System — Moves the GUID of the agent to the block list and deletes the system from the System Tree.

  • Move Systems — Opens the Choose New Group for Selected Systems page. This page lets you select one location to place all groups.

  • Sort Now — Sorts the system to a location in the System Tree based on the sorting criteria of groups.

  • Test Sort — Displays where the selected systems would appear if sorted, based on how sorting criteria is configured in the System Tree.

  • View Assigned Policies — Displays the policies applied to recent users.



Assigned Policies tab

Option definitions

Option

Definition

Filter options

  • Product — Specifies which product’s assigned policies are displayed.

  • Enforcement Status — Indicates whether the product’s policy assignments for the selected group are enforced. If a policy is not enforced, any conflicting changes that have occurred on affected systems are not corrected at the policy enforcement interval.

Category

Specifies the policy categories for the product you selected.

Policy

Specifies the policy, in each category, that is assigned to the user.

Server

Specifies the server the policy is from.

Inherit From

Displays from where the policies were inherited.

Broken Inheritance

Displays "None" if the policy inheritance has not been broken.

Actions column

Actions in this column affect the policy in the corresponding row. These actions include:

  • Edit Assignment — Opens the Policy Assignment page for this policy, where you can change settings that include:

    • The parent policy source

    • The assigned policy

    • Whether policy inheritance is locked

  • View Effective Policy — Opens the Policy Details page for this policy.

Actions menu

Specifies the actions you can perform on the selected policies, including:

  • Copy Assignments — Displays the Copy Policy Assignment page, allowing you to choose which policy assignments for this system are copied. You are then directed to choose a system on which to paste the assignments.

  • Export All Assignments — Exports all displayed assignments to an XML file.

  • Export Table — Displays the Export page allowing you to choose the way the table is exported.

  • Import Assignments — Imports previously exported policy assignments.

  • Paste Assignments — Pastes recently copied assignments to the selected system.



Assigned Client Tasks tab

Option definitions

Option

Definition

Filter options

  • Preset — Select the preset filter you want to use to filter the list.

    Note

    Only items that meet the filter criteria are displayed.

  • Quick find — Type a term to filter the list results. Click Apply to start the search. Click Clear to delete text from the Quick find text entry box.

Actions column

  • Delete — Deletes the selected Assigned Client Task.

  • Edit Assignment — Starts the Client Task Assignment Builder, where you can change the selected Client Task Assignment and its schedule.

Actions menu

  • Choose Columns — Opens the Choose Columns page, where you can select which columns are displayed in the Assigned Client Tasks pane.

  • Export All System Tree Assignments — Opens the Export page, where you can click the link to open the assignments XML file, or right-click the link to download and save the assignments file.

  • Export Table — Opens the Export page, where you can export a file with the details of client tasks listed in the Assigned Client Tasks pane. Exporting client task details is useful, for example, to create a file to report on the client task assignments in your environment. To create a complete report on all client tasks, all tasks must be assigned at the My Organization level.

    Note

    This action does not export the actual client task assignments. Exporting the table is a reporting function. The exported content is at the group level.

  • Import Assignments — Opens the Client Task Assignment Importer page, where you can browse to a saved assignments XML file and import the file to client tasks and client task assignments.

    Note

    Importing conflicting items overwrite the existing identically named task object and assumes their assignments.

  • New Client Task Assignment — Starts the Client Task Assignment Builder, where you can assign and manage client task objects to run on managed systems in your environment.



Group Details tab

Option definitions

Category

Option

Definition

Filter options

Group

Displays the name of the selected group. Click Edit to change the group name.

Sorting criteria

Displays the sorting criteria or sorting criteria type assigned to the selected group. Click Edit to change the sorting criteria.

Notes

Allows you to edit the displayed notes.

System Tree options

Check IP Integrity

Opens the IP Integrity Check dialog box and displays the output of the IP address integrity check.

Choose Columns

Opens the Select the Columns to Display page. Use this to select the columns of data to display on the Group Details tab.

Delete Group

Deletes the selected group.

Export Table

Opens the Export page to specify the format and the package of files to be exported. You can save or email the exported file.

Export Tree Structure

Opens the Download File page to download exported data.

Import Tree Structure

Opens the Import Tree Structure page to input or browse to the file to import.

Allows you to select a text file (.txt) that can be imported to define your System Tree structure.

Tip

Consider using this feature when you want to import a previously exported file containing your tree structure. For example, if you are restoring your server. This action overwrites your existing System Tree structure.

Move Group

Moves the selected group to a user-specified location of the System Tree.

New Subgroup

Creates a subgroup of the selected group.

Rename Group

Renames the selected group.



Agent Deployment tab

Option definitions

Option

Definition

Filter options

  • Preset — Select the preset filter you want to use to filter the list. Only items that meet the filter criteria are displayed.

  • Show selected rows — Displays only the rows you selected.

Create Agent Deployment URL

The custom URL used to download the Trellix Agent installer. Copy the URL and share it with managed system users for manual installation.

Create Agent Deployment URL page

  • URL name — Specifies a name for the customized Trellix Agent smart installer URL.

  • Agent Version — Specifies the version of the Trellix Agent to send and install on the selected systems. The Trellix Agent versions that are available depend on which Trellix Agent installation packages are checked in to the Main Repository.

  • Assign to Agent Handler — Select Agent Handler assignment.

    • All Agent Handlers — Downloads the Trellix Agent configuration files from the primary Agent Handler or the server and lists all Agent Handlers in the Sitelist.xml for download.

    • Selected Agent Handler — Downloads the Trellix Agent configuration and installation files from the selected Agent Handler.

      • Secondary Agent Handler — Downloads the Trellix Agent configuration and installation files from the specified Agent Handler if the primary Agent Handler fails.

Actions

  • Choose Columns — Opens the Choose Columns page allowing you to select the columns that are displayed on the Agent Deployment tab.

  • Create Agent Deployment URL — Opens the Agent Deployment URL page allowing you to create a URL for Agent Deployment.

  • Delete Agent Deployment URL — Deletes the selected Agent Deployment URL.

  • Enable/Disable Agent Deployment URL — Enables or disables the client system users from deploying the agent using the URL.

  • Export Table — Displays the Export page allowing you to choose the way the table is exported.

  • View Agent Deployment URL — Displays the Agent Deployment URL.