Creating a Required Software Policy

The required software policy is designed to distribute and install software to the devices in your organization.

By uploading an installation binary and setting the package name, installation command, and schedule, you can deploy software to an unlimited number of systems.

Note: The file size limit is 10 GB.

Prerequisites: You must have the required permissions to perform this action. See Roles and Permissions Management.

To create a required software policy, follow these steps:

  1. From the main console, click Automate → Policies.
  2. Click Create Policy.
  3. From the Create Policy page, go to the Required Software Policy section and select the corresponding OS for the policy you want to create.
  4. In the Policy Info area, configure the following:
    • Policy Name: Enter a name for the policy. This field is required.
    • Notes: Enter any notes, if required.
  5. (Optional) Set filters under Device Targeting, as needed.
  6. Complete the Scope section: (Note: These fields no longer auto-populate.)
    • Enter the required Package Name
    • Enter the Package Version
  7. Click Upload File to upload the installation file for the software update.
  8. Use the Installation Command field to create a script for the software installation. (Note: This field no longer auto-populates.) This is required if a script is not found on the device.
  9. In the Schedule area, set the patching schedule that will run on the device. The Schedule Preview provides a calendar view of the patching schedule. See Setting a Patching Schedule.
  10. (Optional) Associate this policy with a group by selecting the plus in the upper right of the page and selecting the desired group(s). When the policy is saved, the group is then assigned to the policy.
  11. Click Create Policy.

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