Customizing data collection using custom policy groups

Custom policy groups allow you to customize data collection for a group of devices.

By default, all devices in your account are initially associated with the Global Policy Group. This policy group includes a collection of policies, which you can individually activate to collect specific information from your devices.

Depending on the structure of your organization, it may not make sense to collect the same information from all of your devices. For example, you may want to collect specific information from the devices in your Marketing department, and other information from the devices in your Finance department. You can use the Policies area to create multiple custom policy groups and assign groups of devices to them. Each custom policy group includes the same policies as the Global Policy Group, which you can activate to collect the most relevant data for the applicable group of devices. You can create as many custom policy groups as you require to meet your needs.

A device can belong to only one policy group. When you associate devices with a custom policy group or the Unlicensed Policy Group, their association with the Global Policy Group is automatically removed.

To create a custom policy group, you need to complete the following key steps:

1. Add a new policy group and assign devices to it. The Hardware policy is activated automatically on each associated device.
2. Activate additional policies in the policy group, as required.

To add a new policy group:

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Policies.

2. On the navigation bar, click Policies > Policy Groups.
3. On the quick access toolbar, click Create policy group. A new policy group named Untitled custom policy group - <date> opens. It is added to the sidebar under Custom. A Policy group created event is logged to Event History.
4. In the work area, click the policy group title and enter a unique name (255 character maximum).
5. [Optional] Click Add description and enter a description (255 character maximum).
6. To configure your new policy group:
   1. Click (Add devices) to add devices.
   2. Activate the policy group's policies.