Organizations

NAVIGATION  Administration > Configuration > Organizations

SECURITY  Administrator access to VSA 10

From the Organizations page, you can view and manage all of the organizations, sites, and agent groups associated with your VSA 10 tenant.

This article describes the page's layout and functions.

NOTE  To learn how to create organizations, sites, or agent groups, refer to the Additional Resources section of this article.

Overview

VSA 10 sorts your devices into organizations, sites, and groups so that you can easily differentiate between your clients and efficiently perform device and policy management.

  • Organizations represent each of your clients at the corporate level and house their unique locations.

  • Sites, as their name suggests, represent each physical location belonging to an organization. Examples of locations can include a storefront, an office, or a data center.

  • Agent groups represent any logical collection to which devices are assigned within an organization; for example, a virtual workgroup of distributed employees, or a series of segments within a LAN.

To access the Organizations page, perform the following steps:

  1. In the left navigation menu of your VSA 10 instance, locate the Administration category. Then, click Configuration > Organizations.

  2. The page will load. You'll see a list of all of the organizations in your VSA 10 instance, sorted alphabetically.

  1. As you navigate, you'll see the following features and fields:

Page features

Feature Definition
Organization list

Lists all organizations in your VSA instance, sorted alphabetically; click next to any field where it appears to navigate deeper into the hierarchy; the information appearing in the list is as follows:

Organization name
Site name
Agent group name

Click any entity in the list to populate its extended details and management options; refer to Details pane
Add Begins the organization, site, or agent group creation workflow

Details pane

This pane enables you to review the attributes of an organization, site, or agent group and take management actions. The fields and features you'll see will vary depending on the level of the organizational hierarchy you're viewing.

Select a topic to continue:

Feature Definition
Edit Enables editing of the customizable fields on the selected tab
Add Site Begins the site creation workflow
Delete

Deletes the organization

IMPORTANT  You can only delete organizations that do not contain sites or agent groups.

The Overview tab provides general information about the organization. It offers management options for its name, type, and the active policies that apply to all sites and agent groups within it.

Field name Definition
Name The assigned name of the organization, site, or agent group
Type Defines whether the organization is internal to your company or customer-facing
Device Configuration Policy Surfaces whether a policy of the listed type is active at this level, and if so, the name of the selected policy; learn more in our Policies overview article
Monitoring Policy
Antivirus Policy
Patch Management Policy
Ransomware Detection Policy

On the Contact Details tab, you can record contact information for the organization. All fields are optional, enabling you to create a contact form appropriate to the client. The information you enter here is visible to all individuals with access to this page.

The Notes tab provides a free-text form where you can document important information about the organization. Notes entered here can be seen by all administrators.

On the Custom Fields tab, you can designate the workflow condition rules that will be available for use when building tasks and scripts for deployment to the organization's managed devices. To learn more about improving automation efficiency with custom fields, review our Introduction to Custom Fields article.

Features

The following features are available on the Custom Fields tab.

Feature Definition
Assign Custom Field Begins the workflow to create a custom field assignment
Custom Fields table

Enumerates all custom fields available for use in scripts and tasks

Fields

Field name Definition
Name Name of the assigned custom field
Description Description of the custom field's purpose
Value If applicable, the value that the custom field will pass to a device when run
Actions

When in edit mode, move your mouse over any custom field to invoke the following features:

Edit Enables you to change the assigned custom field or edit its values
Remove Deletes the custom field assignment
Feature Definition
Edit Enables editing of the customizable fields on the selected tab
Add Agent Group Begins the agent group creation workflow
Delete

Deletes the site

IMPORTANT  You can only delete sites that do not contain agent groups.

The Overview tab provides general information about the site. It offers management options for its name and the active policies that apply to all agent groups within it.

Field name Definition
Name The assigned name of the organization, site, or agent group
Organization The organization to which the site or agent group belongs
Device Configuration Policy Surfaces whether a policy of the listed type is active at this level, and if so, the name of the selected policy; learn more in our Policies overview article
Monitoring Policy
Antivirus Policy
Patch Management Policy
Ransomware Detection Policy

On the Contact Details tab, you can document contact information for the site. All fields are optional, enabling you to create a contact form appropriate to the client. The information you enter here is visible to all individuals with access to this page.

The Notes tab provides a free-text form where you can document important information about the site. Notes entered here can be seen by all administrators.

On the Custom Fields tab, you can designate the workflow condition rules that will be available for use when building tasks and scripts for deployment to the site's managed devices. To learn more about improving automation efficiency with custom fields, review our Introduction to Custom Fields article.

Features

The following features are available on the Custom Fields tab.

Feature Definition
Assign Custom Field Begins the workflow to create a custom field assignment
Custom Fields table

Enumerates all custom fields available for use in scripts and tasks

Fields

Field name Definition
Name Name of the assigned custom field
Description Description of the custom field's purpose
Value If applicable, the value that the custom field will pass to a device when run
Actions

When in edit mode, move your mouse over any custom field to invoke the following features:

Edit Enables you to change the assigned custom field or edit its values
Remove Deletes the custom field assignment
Feature Definition
Edit Enables editing of the customizable fields on the selected tab
Delete

Deletes the agent group

The Overview tab provides general information about the agent group. It offers management options for its name and the active policies that apply to all devices within it.

Field name Definition
Name The assigned name of the organization, site, or agent group
Organization The organization to which the site or agent group belongs
Site The site to which the agent group belongs
Device Configuration Policy Surfaces whether a policy of the listed type is active at this level, and if so, the name of the selected policy; learn more in our Policies overview article
Monitoring Policy
Antivirus Policy
Patch Management Policy
Ransomware Detection Policy

On the Downloads tab, you'll find VSA 10 agent download links applicable to the operating types of the devices associated with this specific agent group. Clicking any of these links will automatically compile an installer that contains the necessary information to associate an endpoint with this organization, site, and agent group hierarchy.

Once the agent installer has compiled, you can download it to your current computer, or you can copy the link to share with customers or technicians via email.

On the Systems tab, you'll find a list of all endpoints associated with this agent group, sorted by name. A device is added to an agent group under the following conditions:

  • When the agent group's VSA agent installer is deployed to the device; or

  • When an administrator moves the device to a different agent group.

From this location, you can view basic, at-a-glance device status, move devices to different agent groups, or revoke their ability to be managed by VSA 10. The page provides the following information and management options:

Field name Definition
Name

Name and device status; the icon shown to the left of the name surfaces the following information:

Device is online and checking in
Device is offline or not checking in
Device is pending transfer to another agent group
Device is pending removal from VSA 10
Description Operating system detected on the endpoint
Actions

When in edit mode, move your mouse over any device to invoke the following features:

Move Out

Enables you to transfer the device to a different agent group in VSA 10

IMPORTANT  Selecting Remove all custom level access exceptions defined for this system will irrecoverably revoke all custom team access granted for the device.
Remove Revokes the device's association with your VSA 10 platform and removes it from the organization hierarchy; to reassociate, you must reinstall the VSA agent

The Notes tab provides a free-text form where you can document important information about the agent group. Notes entered here can be seen by all administrators.

On the Custom Fields tab, you can designate the workflow condition rules that will be available for use when building tasks and scripts for deployment to the agent group's managed devices. To learn more about improving automation efficiency with custom fields, review our Introduction to Custom Fields article.

Features

The following features are available on the Custom Fields tab.

Feature Definition
Assign Custom Field Begins the workflow to create a custom field assignment
Custom Fields table

Enumerates all custom fields available for use in scripts and tasks

Fields

Field name Definition
Name Name of the assigned custom field
Description Description of the custom field's purpose
Value If applicable, the value that the custom field will pass to a device when run
Actions

When in edit mode, move your mouse over any custom field to invoke the following features:

Edit Enables you to change the assigned custom field or edit its values
Remove Deletes the custom field assignment

Additional Resources

The following articles describe the processes for creating organizations, sites, and agent groups: