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Create and edit policies

Surveyor 6.x

Knowledge Base

A policy contains a collection of the settings Surveyor uses to enforce power management in your organization's network. You can assign the same policy to multiple devices in a network.

NOTE: All power settings in policies apply to Windows PCs and Macintosh computers. For other types of devices, only scheduled power level changes apply. For non-computer devices, it is likely a scheduled power level change would be the only setting you will apply using a policy. Surveyor collects data for all device types for reporting purposes.
  1.  In the Administrator console, on the Verdiem menu , click Policies.
  2.  Click New Policy or select a policy in the list. You can also click Copy to start with an existing policy as your template.
  3.  For a new policy, type the policy name and a description.
  4.  On the Schedule tab, select the background power scheme that will be used whenever no other scheme is scheduled.

    You can optionally click the Background tab to select a background power scheme, and also to specify power state transition rules that run when no other power state transition rules are scheduled.

  5.  Click Insert Scheme to add a scheduled power scheme to the policy.
  6.  Select the scheme, days, and time range, and then click Insert.

    Continue to add schemes as needed for the policy. (Scheduled power schemes cannot overlap.)

    To include a power state transition rule (or rules) to accompany the scheduled scheme:

    1.  Click the Power State Transition Rules tab.
    2.  Click Insert, select the rule (or rules) you want to add, and then click Add.

      Click New Rule to add a rule to the list.

      Power state transition rules can apply to applications running locally, or on the network, or both. The application name that you provide should be the executable name as it appears in the Windows Task Manager under Processes, for example: firefox.exe.

    3.  Click the Schedule tab when you are done.
  7.  On the Insert Power Level Transition menu, click a power state change to add it to the policy.
    NOTE: Insert EnergyWise Power Level automatically maps to PC and Mac power states and work for PCs and Macs as well as other devices.

    For PCs and Macs only: If you select Insert Sleep, Insert Hibernate (PCs only), Insert Shutdown,Insert Restart, or Insert EnergyWise Power Level you can choose whether you want to force the change in power state by selecting Force transition. You also can choose whether to force a transition for Wake on WAN proxies.

    NOTE: Use Force transition only when absolutely necessary. Some applications may block normal shutdown requests. For example, Word or Notepad may display a dialog box asking a user to save document changes. When you select Force transition, applications are prevented from blocking shutdown and any unsaved changes in the user’s application will be lost.

    For computers only: You can also specify whether users can skip or delay a transition and the message that is displayed for Sleep, Hibernate, Shut Down, or Restart.

    NOTE: Options for skipping, delaying, or forcing a transition, or displaying a message are ignored for non-computer devices.
  8.  Select the days and time, and then click Insert.

    Continue to add power state changes as needed for the policy.

  9.  Adjust the Wake Settings and Data Collection tab settings (these settings affect computers only), if needed.

    If you clear the Collect power state data option, power state change data will not be available in reports.

  10.  Click Save.
    NOTE: Refresh the browser to see policy changes in device lists.