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Workspace Environment Management
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Configuration Sets

July 9, 2024
Contributed by: 
C C

This page lets you manage your configuration sets. A configuration set is a logical container used to organize a set of Workspace Environment Management (WEM) configurations. You can perform the following operations:

  • Add a configuration set
  • Edit or delete a configuration set
  • Add configuration sets to favorites
  • Configure settings for a configuration set
  • Save a backup copy of your current configuration
  • Revert to a previously backed up version of your WEM service configuration
  • Use the search box to quickly search for a configuration set
  • Click the Refresh icon next to the Backup and restore button to refresh the current page

There are two built-in configuration sets:

  • Default Site. A built-in WEM configuration set.
  • Unbound Agents. A built-in WEM configuration set. Available for use only with agents that are not bound to any configuration set. To apply the settings of this configuration set to those agents, go to Directory Objects > Advanced settings.

Note:

  • For Default Site, you cannot delete it. You can change its name and description if necessary.
  • For Unbound Agents, you cannot delete or edit it. The Edit configuration set option is unavailable.

Add a configuration set

You create a configuration set to apply settings to directory objects (users, machines, groups, and OUs). To do so, perform the following steps:

  1. On the Configuration sets node, click Add configuration set.

  2. Specify a name for the configuration set.

  3. Optionally, specify additional information to help you identify the configuration set.

  4. Click Save.

Edit or delete a configuration set

To edit or delete a configuration set, perform the following steps:

  1. On the Configuration sets node, locate the configuration set.

  2. Click the configuration set. The details view of the configuration set appears.

  3. In the upper right corner, click Edit configuration set.

  4. Edit the name and description or click Delete configuration set.

Add configuration sets to favorites

To add a configuration set to favorites, perform the following steps:

  1. On the Configuration sets node, locate the configuration set.

  2. Click the configuration set.

  3. In the upper right corner, click Add to favorites.

Note:

  • You can favorite up to five configuration sets.
  • Favorites are saved on a per-administrator basis.

Configure settings for a configuration set

To configure settings for a configuration set, perform the following steps:

  1. On the Configuration sets node, locate the configuration set.

  2. Click the configuration set.

  3. Configure settings as needed.

You can configure the following settings for a configuration set:

Back up and restore

The Backup and restore page displays a list of your existing backups. There are two types of backups: automatic backup and manual backup (configuration set and settings). You can differentiate automatic backups from manual backups by the Content type column.

For each backup, you can perform the following operations:

  • Restore. Lets you restore a configuration from the backup. Restoring a configuration from a backup replaces all settings related to the selected configuration set with those from the backup.

    Note:

    • To restore Profile Management settings to a configuration set, you can also use the quick setup feature on the Profiles > Profile Management Settings page under that configuration set.
    • When restoring Profile Management settings from a backup, the SMB shares selected for relevant services to use are also restored.

  • Download. Lets you save a copy of the backup to your local machine. The backup is saved to the default download location of your browser. The backup file is in JSON format.

  • Delete. Lets you delete an existing backup.

You can also perform the following operations:

  • Click the Refresh icon next to the Upload button to refresh the current page

  • Upload a configuration file

  • Manage automatic backup

  • Back up a configuration set

  • Back up Profile Management settings

Upload a configuration file

You can upload a JSON file used to revert to a previous backup. A JSON file can contain a configuration set or Profile Management settings. To upload a file, perform the following steps:

  1. Click Upload. The Upload backup file wizard appears.

  2. Click Browse, browse to the file you want to upload, select the file, and then click Open. You are returned to the Upload backup file wizard.

  3. Specify a name for your file.

  4. Click Upload to start the upload.

Note:

  • You can upload only JSON files.
  • You can upload only files whose size is smaller than 5 MB.

Manage automatic backup

You can save a backup of a configuration set automatically. The feature supports storing up to 25 backup files for each configuration set before starting to overwrite the oldest existing file. You cannot back up the following items related to a configuration set:

  • Directory objects related to machines (single machines, machine groups, and OUs)

  • Monitoring data (statistics and reports)

  • Process management

  • Agents registered with the configuration set

To configure automatic backup, perform the following steps:

  1. Click Manage automatic backup. The Manage automatic backup wizard appears.

  2. Locate the configuration set you want to back up automatically.

  3. Select one of the following three options for that configuration set.

    • Not configured. If selected, WEM does not back up automatically.
    • Daily. If selected, WEM performs backups on a daily basis.
    • Weekly. If selected, WEM performs backups every Monday.

  4. Repeat the steps of locating the configuration set and selecting one of the above three options for other configuration sets if needed.

  5. Click Save to save your changes and to exit the wizard.

Back up a configuration set

Important:

We limit the number of manual backups to 25 per account. If you have reached the limit, delete existing backups and try again.

You can save a backup copy of your configuration set and then use the backup for restore purposes. You can back up the following items related to a configuration set:

  • Actions
  • Application security, privilege elevation, and process hierarchy control
  • Assignments (related to actions and action groups)
  • Filters
  • Scripted task settings
  • Users
  • WEM settings

You cannot back up the following items related to a configuration set:

  • Directory objects related to machines (single machines, machine groups, and OUs)
  • Monitoring data (statistics and reports)
  • Process management
  • Agents registered with the configuration set

To back up a configuration set, perform the following steps:

  1. Click Back up. The Back up wizard appears.

  2. Select the target configuration set.

  3. Select from the list the configuration set you want to back up.

  4. Specify a name for your backup.

  5. Optionally, select Save a copy of the backup to your local machine to save the backup locally.

    Note:

    The backup is saved to the default download location of your browser.

  6. Click Back up to start the backup.

Back up Profile Management settings

Important:

We limit the number of manual backups to 25 per account. If you have reached the limit, delete existing backups and try again.

To back up Profile Management settings, perform the following steps:

  1. Click Back up. The Back up wizard appears.

  2. Select the target configuration set.

  3. Select Settings from the What to back up list.

  4. Select Profile Management settings.

  5. Specify a name for your backup.

  6. Optionally, select Save a copy of the backup to your local machine to save the backup locally.

    Note:

    The backup is saved to the default download location of your browser.

  7. Click Back up to start the backup.

Configuration Sets
July 9, 2024
Contributed by: 
C C
July 9, 2024
Contributed by: 
C C

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