Perform Other Smart Rule Actions

Clone a Smart Rule

You can clone custom or predefined Smart Rules.

  1. From the left menu in the BeyondInsight console, click Smart Rules.
  1. Select the Smart Rule you wish to clone, click the More Options button, and then select Clone.
  2. If you are using the multi-tenant feature, select the organization from the list, and then click Clone Smart Rule.
  3. On the Smart Rules page, select the newly cloned Smart Rule, click More Options > View Details, and then edit the Smart Rule filters as needed.
  4. Click Save Changes.

Deactivate a Smart Rule

You cannot delete predefined Smart Rules. However, if you have several smart groups, you can mark unused Smart Rules as inactive.

A Smart Rule that is used in another Smart Rule cannot be deleted or marked as inactive.

An inactive smart group is no longer displayed in the smart group browser pane until marked active again.

To deactivate a Smart Rule:

  1. From the left menu in the BeyondInsight console, click Smart Rules.
  1. Select the smart group or multiple smart groups, and then click Deactivate above the grid.

Delete a Smart Rule

  1. From the left menu in the BeyondInsight console, click Smart Rules.
  1. Select the Smart Rule.
  2. Click the Delete icon above the grid.

A Smart Rule that is used in another Smart Rule cannot be deleted or marked as inactive.

Smart Rule Processing

A Smart Rule processes and updates information in smart groups when certain actions occur, such as the following:

  • The Smart Rule is edited and saved.
  • A timer expires.
  • You manually kick off the processing by selecting the Smart Rule from the grid on the Smart Rules page, and then click Process.

The Process action from the grid on the Smart Rules page does not apply to Managed Account Quick Group Smart Rules, because these only run once upon creation and cannot be triggered to run again.

  • A Smart Rule with Smart Rule children triggers the children to run before the parent completes.
  • Managed account Smart Rules with selection criteria Dedicated Account will process when a change to a mapped group is detected. This can occur in the following scenarios:
    • A new user logs on.
    • The group refreshes in Active Directory by an administrator viewing or editing the group in Configuration > Role Based Access > User Management.

 

View and Select Smart Rules Processing Statistics

The Smart Rules grid displays some processing statistics by default. Additional Smart Rules processing statistics, such as Processed Date, Successful Attempts, and Failed Attempts are available and can be displayed in the Smart Rules grid.

Column chooser options. Click the column name to add it to the grid. Check marks indicate displayed columns.

To add this information to the grid:

  1. From the left menu in the BeyondInsight console, click Smart Rules.
  1. Click the Column chooser icon in the upper right of the grid.
  2. Click the desired column to add that information to the grid.
    • Check marks indicate columns currently displayed.
    • You can remove a displayed column by clicking the column name in the Column chooser list.
    • If there are more columns displayed than can fit in the width of the screen, a scroll bar appears at the bottom of the grid. It may be necessary to scroll sideways to view any additional columns.