Working with Endpoint Groups

Overview of ZeroLock® Endpoint Groups creation, modification and assignment.

Endpoint Groups provide logical structure and control of the endpoint.  Endpoint Groups may be assigned to multiple endpoints, allowing for the endpoints, and their associated alerts, to be managed as one.

Note: To fully utilize Endpoint Groups, you must first set up User Roles on your ZeroLock® system. A link to the guide on creating and assigning these roles can be found in the article How to Create a User Role.


Creating a New Endpoint Group

  1. Navigate to the System Configuration | Endpoint Groups page then select Add New Group
    Step_1_Add New Group-1

  2. The New Group pop-up has four (4) fields.

Step_2_New Group Screen Explained_KB-1

a.  Name/Description – consists of the name and description of the new endpoint group.

b.  Endpoint Count – the number of endpoints that the group has been assigned to.  This number is automatically updated when an endpoint is added to the group.

c.  Role with Access – Select this only if you want all roles within the group to be able to view and make changes to their permissions on the endpoint.
d.  Column Headings

i.  Role - Refers to the name given to a ‘User Role’ in the endpoint group. User Roles are created with a set of permissions, any user added to that User Role inherits those permissions.

ii.  Allow Access – Denotes access to view and modify their assigned Endpoint and Alerts settings.  If the checkbox is white, access has been allowed.

iii.  Show Permissions – Allows the endpoint group access for the select User Role to be defined in detail. 

 


Modifying an Endpoint Group

  1. Once the new Endpoint Group is created, it may be edited by selecting the checkbox at the beginning of the line or clicking anywhere along the row and selecting Edit.Step_1_Selecting Group-1
  2. Selecting the All box will allow all User Roles to have the same permissions currently set for this Endpoint Group.  The "superuser" role must have access to all Endpoint Groups and is selected with full rights by default.Step_2_Edit Group Screen-2
  3. To view the rights for each User Role, click the Eye Icon to expand the specific options for that User Role. Step_3_Endpoint Alert Roles and Rights
    The tables below describe member permissions of Endpoint Groups.  Endpoint Alerts Permission Tables
  4. To customize the rights for each User Role, click the Eye Icon to expand the specific options for that User Role. Select the checkboxes for features you want users in that role to have access to within this Endpoint Group.   
    Once all User Roles and rights are assigned as desired, click UPDATE.Step_5_Group Roles Rights Changed-1

 


Assign Endpoint Group to Endpoint Systems

  1. Once an Endpoint Group is created, it must be applied to at least one endpoint. To do so, navigate to the Endpoints page and select the endpoint(s) the Endpoint Group will be applied to.Step_1_Select Endpoint
  2. Click the Actions drop-down menu and select Add to or Remove From Groups.
    Step_2_Actions_Selection-2

  3. Choose one or more groups to add to the selected endpoints. Then click the Commit Changes button.
    Step_3_Select Group to Add-2

  4. Returning to the Endpoints home page, you can see that your changes are in place.

Step_4_Group Added_1

Congratulations, you have successfully created and assigned an Endpoint group.