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Managing Agents

Technical Preview

This section is a technical preview of a feature that is currently under development. This feature is hidden behind a feature flag.

Purpose

This article describes the Agent Management.

Agent Management

The Agents view lists all asset-identifiers that are of the Agent type.

The same columns that are available in the Asset view are also present in Agent view, with an addition of columns that are specific to the agent type such as:

  • Agent version

  • Agent last synchronized

  • Agent retired

  • Agent id

Columns that show Agent asset data within Agent view is also added such as:

  • Asset IDs: a list of ids of associated Agent assets, separated by commas and each id is a hyperlink that link to the asset in Asset view

  • Asset names: a list of names of associated Agent assets, separated by commas and in alphabetically ascending order

    Portal_Columns_Filter_Menu.png

Logs

Selecting an agent provides a view with logs for that Agent.

Portal_Agent_Logs.png

Managing Agents

Right clicking on a agent provides a menu where you can create, link and remove tags in Edit tags, or to synchronize tag information using Update external tags. The Delete action deletes the agent and its related data.

Portal_Asset_Agent_Tool_Menu.png

Edit Tags

The Edit tags action displays a popup providing the user with the ability to link, or create and then link, tags to the Agent’s assets and in the Agent view, displaying these tags as "This tag is inherited".

Portal_Agent_EditTags.png

Update External Tags

The Update external tags function synchronizes tag information from the assigned agent to maintain consistency and accuracy across systems. This function is used to manually trigger synchronization outside the scheduled intervals.

  1. The MAC address is intentionally excluded from this operation.

  2. If the Agent feature is disabled, the Update external tags option is grayed out and can not be selected. This setting can only be changed by an admin account.

    Portal_Asset_Right_Click_Menu.png

Caution

When using the Update external tags function, tags are both added and removed based on the latest data for the assigned agent.

To update external tags for an asset with an agent in Agents view:

  1. Navigate to Assets > Agents in the Main Menu.

  2. Choose one of the following:

    1. Right-click on an asset.

    2. Select multiple assets, then right-click on one of the selected assets.

      Portal_Asset_Agent_Tool_Menu.png

  1. Click on Update external tags. A popup is displayed indicating how many assets with an agent are having their tags updated.

    Portal_Asset_External_Tag_Verification.png


  1. Click OK to update.

To update external tags for an asset with an agent in Assets view:

  1. Navigate to Assets > Assets in the Main Menu.

  2. Choose one of the following:

    1. Right-click on an asset.

    2. Select multiple assets, then right-click on one of the selected assets.

      Portal_Asset_Right_Click_Menu.png

  1. Click on Update external tags to update.

    1. If any selected assets do not have agents, a display highlights the ones that have agents in blue and are having their tags updated, click OK to update.

      Portal_Asset_Configure_AssetToUpdate.png

Removing Tags from Agents

To remove a tag from the Agent, click on the X on the right hand side in the tag.

Portal_Agents_Tags.png





Copyright

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