TIPS FOR GETTING STARTED
You can be up and running using Automox® endpoint management policies in less than 15 minutes. Check out our step-by-step instructions to get you patching and configuring devices in no time.
Browse our how-to videos and product demos for a walkthrough of the various things you can do in Automox. Check out our user documentation by clicking Help in the upper right corner of the product console.
If you have any issues or would like to connect directly with an Automox expert, submit a request in the customer portal. We’re happy to guide you through some best practices for your patching and endpoint management needs.
BREAKING DOWN THE STEPS: AUTOMOX ENDPOINT MANAGEMENT IN MINUTES
STEP 1: ADD DEVICES
Before you can use the Automox console to manage devices in your organization, you need to install the Automox agent. You can download and install a single agent for all your Microsoft® Windows®, macOS®, and Linux® systems. At under 10 MB, the Automox agent is highly efficient with low I/0 and CPU overhead. To install the Automox agent and add your devices: Go to Devices > Add Devices.
The Automox agent is installed through an easy-to-use onboarding wizard. A persistent encrypted session with the Automox cloud securely manages your devices.
After adding your devices, Automox inventories all hardware, software, patches, and configuration details, which are visible from the Devices page in the console. You can continue adding devices directly from the dashboard.
Want to do more?
There are several methods to install the Automox agent in bulk across devices. You can read more about bulk deployment and other product use cases in the Automox Knowledge Base.
Note: The Knowledge Base is also easily accessible by clicking the question mark icon in the console.
STEP 2: GROUP YOUR DEVICES
Automox Groups enable you to segment your organization and simplify management. Whether you sort your devices by department, operating system, or region, groups simplify the management of your security infrastructure. Do the following to add a group and assign devices:
Go to Devices > Create Group.
Want to do more?
Consider how you want to group and segment your devices for patching. You can create and assign policies to one Group or multiple Groups, and you also can choose to create sub-groups under a Parent Group for easier management.
STEP 3: CREATE A POLICY
Policies automate endpoint management to patch your systems, verify the right software is installed on devices, and maintain configurations.
You can create Policies once and assign them to multiple groups of devices. In addition, you can quickly update Policies for every device without the need to touch code or hardware as well as create one Policy to manage a mix of Microsoft Windows, macOS, and Linux devices. To get you started, let’s create a Patch All Policy:
Go to Manage > Policies > Create Policy > Patch > All.
Want to do more?
You can choose to configure the other policy settings at a later time such as: device filters, automatic reboot, scheduling, user notifications, and deferral settings. These settings are not required for this quick start configuration but are beneficial for how you manage your devices long-term based on your endpoint management requirements.
STEP 4: SCAN DEVICES AND RUN POLICIES, AS NEEDED
Now that you’ve added your devices and assigned a Policy to your specific Group, let’s manually scan your devices to determine their patching status:
Go to Devices > Select [Your Named Device] > under the Actions dropdown list, select Scan.
Want to do more?
You can customize the device scan interval to between 6–24 hours. You pick how frequently or infrequently you would like Automox to scan the status of your devices. Be sure you check back regularly to see how your device statuses may have changed.
THERE’S SO MUCH MORE YOU CAN DO IN AUTOMOX
You’ve got the basics covered. Pretty simple, right? Here’s a quick list of other things you can do with Automox to make patching, software deployment, and device management easier:
Leverage the Automox dashboard. The Automox dashboard view provides full visibility into the status of your devices, allowing you to quickly identify misconfigured systems, missing patches, or compliance issues.
Check for a software version in your application inventory. Because Automox provides access and visibility to all your devices, you can confirm that they are running the latest version of a specific software to keep them updated and secure from known vulnerabilities.
Set a password policy across your available devices using an Automox WorkletTM. Based on PowerShell and Bash scripting, Worklets are reusable units of work that can be applied across Windows, Linux, and macOS devices — if you can script it, you can turn it into a Worklet. We’ve leveraged our best practices to create a Worklet to enforce password policies across your devices. Create a policy from a Worklet template by going to Manage -> Worklet Catalog in the console.
See Automox Worklet – Set Password Policies to create and run the Worklet in your environment or leverage Policies to enforce password restrictions on all your Automox-managed endpoints. You can learn more about Automox Worklets at: https://community.automox.com/.
MANAGE YOUR AUTOMOX SUBSCRIPTION
Go to the Account Settings menu of the Automox console. This is the ellipsis (...) in the upper right corner. Select Billing, and pick the plan that works best for you.
You can view more information about plan pricing at: automox.com/pricing.
If you prefer, feel free to connect directly with your Automox sales representative to review the available subscriptions and discuss the best plan for you. You can also connect with Automox Sales at: sales@automox.com.
