Add a New Action Rule

For each action rule, you can specify organizational objects, conditions, and actions to take on each endpoint. Action rules apply to Traps agents on endpoints running the operating system you select.
  1. Create a new action rule.
    Select
    Settings
    Agent
    Actions
    .
  2. Select the type of operating system (
    Windows
    or
    macOS
    ) and then
    Add
    a new rule.
  3. Select the type of task you want to perform.
    Select one of the following action rule types and then configure the settings according to the type of action:
  4. (
    Optional
    ) Add Conditions to the rule. By default, a new rule does not contain any conditions.
    To specify a condition, select the
    Conditions
    tab, select the condition in the Conditions list, and then
    Add
    it to the Selected Conditions list. Repeat this step to add more conditions, as needed. To add a condition to the Conditions list, see Define Activation Conditions for a Rule.
  5. (
    Optional
    ) Define the Target Objects to which to apply the action rule. By default, a new rule applies to all objects in your organization.
    To define a subset of target objects, select the
    Objects
    tab, and then enter one or more
    Users
    ,
    Computers
    ,
    Groups
    ,
    Organizational Unit
    , or
    Existing Endpoints
    in the Include or Exclude areas. The Endpoint Security Manager queries Active Directory to verify the users, computers, groups, or organizational units or identifies existing endpoints from previous communication messages.
  6. (
    Optional
    ) Review the rule name and description. The ESM Console automatically generates the rule name and description based on the rule details but permits you to change these fields, if needed.
    To override the autogenerated name, select the
    Name
    tab, clear the
    Activate automatic description
    option, and then enter a rule name and description of your choice.
  7. Save the action rule.
    Do either of the following:
    • Save
      the rule without activating it. This option is only available for inactive, cloned, or new rules. When you are ready to activate the rule, select the rule from the
      Settings
      Agent
      Actions
      page and then click
      Activate
      .
    • Apply
      the rule to activate it immediately.
    After saving or applying a rule, you can return to the
    Actions
    page at any time to
    Delete
    or
    Deactivate
    the rule.

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