[KB7824] Create, edit, or assign a policy in ESET PROTECT or ESET PROTECT On-Prem

Issue

• Create a policy in ESET PROTECT or ESET PROTECT On-Prem
• Edit a policy in ESET PROTECT or ESET PROTECT On-Prem
• Assign a policy to target devices in ESET PROTECT or ESET PROTECT On-Prem
• View policies assigned to a group of devices in ESET PROTECT or ESET PROTECT On-Prem

Details

Solution

Create a policy in ESET PROTECT or ESET PROTECT On-Prem

1. Open the ESET PROTECT Web Console.

2. Open the policy creation page.

   ---

   ESET PROTECT

   
   

   Click Configuration → Advanced setup → Actions → New.

   

   ---

   ESET PROTECT On-Prem

   
   

   Click Policies → Add.

   

   ---

3. In the Name field, type a name for the policy and click Continue.

   

4. Under Settings, in the drop-down menu at the top of the page, select the ESET application to which the policy should apply and configure the policy settings as needed. The settings may differ based on the selected ESET application. When configured, click Continue.

   

5. Under Assign, assign the policy to target devices.

6. Click Finish. The policy will be applied to the target devices the next time they connect to ESET PROTECT or ESET PROTECT On-Prem.

   

Edit a policy in ESET PROTECT or ESET PROTECT On-Prem

1. Open the ESET PROTECT Web Console.

2. Open the policy for editing.

   ---

   ESET PROTECT

   
   

   Click Configuration → Advanced setup. Select the policy group (in this example, ESET Endpoint for Windows in Built-in Policies is selected), click the policy you want to modify and click Edit.

   

   ---

   ESET PROTECT On-Prem

   
   

   Click Policies and select the policy group (in this example, ESET Endpoint for Windows in Built-in Policies is selected). Click the policy you want to modify and click Edit.

   

   ---

3. Under Basic, edit the general details of the policy. Click Continue.

   

4. Under Settings, configure the policy settings as needed. The settings may differ based on the target ESET application. Click Continue.

   

5. Under Assign, assign the policy to target devices.

6. Click Finish to save your changes. The target devices will receive the changes the next time they connect to ESET PROTECT or ESET PROTECT On-Prem.

   

Assign a policy to target devices in ESET PROTECT or ESET PROTECT On-Prem

1. Open the ESET PROTECT Web Console.

2. Open the policy that you want to assign to devices.

3. Click Assign → Assign.

   

4. Assign the policy to a group of devices or to individual devices.

   ---

   Assign a policy to a group of devices

   
   

   In the Groups list, select the check boxes next to the static and dynamic groups to which you want to apply the policy and click OK.

   

   ---

   Assign a policy to individual devices

   
   

   In the Groups list, click the group that contains the device to which you want to apply the policy. Select the check box next to the device and click OK. If you want to assign the policy to multiple devices, select all of the devices' check boxes. If the devices belong to different groups, repeat the procedure for each of the groups.

   

   ---

5. Click Finish. The policy will be applied to the selected target devices the next time they connect to ESET PROTECT or ESET PROTECT On-Prem.

   

View policies assigned to a group of devices in ESET PROTECT or ESET PROTECT On-Prem

1. Open the ESET PROTECT Web Console.

2. Click Computers. In the the Groups list, click the group whose policies you want to view, then click the gear icon next to it and click Manage policies.