Create Smart Rules

You can configure an asset-based Smart Rule to:

Create Smart Groups
Send email alerts with a list of assets
Set attributes on assets
Create a ticket with a list of assets
Set scanner pooling

Create an Asset Based Smart Rule

From the left menu in BeyondInsight, click Smart Rules.

Leave Asset selected for the Smart Rule type filter.
Click Create Smart Rule.
Select a category.
Enter a name and description.
By default, the Smart Rule is set to Active (yes), so it is always available for processing. Disable the active setting to ensure the rule is not processed.
Select the filters in the Selection Criteria section.
From the Actions section, select one of the following:

Mark each asset for deletion	Select to create a Smart Group that contains assets to be marked for deletion.
Mark each asset inactive	Assets detected as inactive are no longer be displayed on the Assets page or in reports.
Send an email Alert	Select and enter the email addresses for notification when the rule criteria is matched. Emails are only sent if the list of assets that match the rule is changed from the last time the rule was processed.
Set attributes on each asset	Select the attribute type from the list, and then select the attribute.
Set Scanner Properties	Select one or more scanners to lock to the Smart Group.
Set attributes on each asset	Select attributes for each asset.
Show asset as Smart Group	When selected, the rule is displayed in the Smart Groups pane as a Smart Group. You can select the Smart Group to filter the list of assets in the Smart Groups pane. You can also select the default view to display on the Assets page when the Smart Group is selected. Smart Groups are also used for running scans and registering for patch updates.

Click Create Smart Rule.

To view the contents of a Smart Rule when creating a new rule or editing an existing rule:

Once the rule is saved, click View Results.
You are taken to the associated grid, where the contents of the Smart Rule are listed.
If the rule is actively processing, a banner displays letting you know that.

View Results displays only if you have permissions to the grid corresponding to the Smart Rule, i.e.; Assets, Managed Accounts, Managed Systems.
The Smart Rule must be saved with Show <entity> as Smart Group selected under Actions to view the results.

Because the Smart Rule must process to display the contents in the grid, we recommend viewing the results using only the Show <entity> as Smart Group action and before adding additional actions that may make changes to accounts and assets in your network.

Once you have confirmed the rule contains your desired items, you can then add additional actions to the Smart Rule.