Business Units are a fundamental organizational unit of the Adaptiva OneSite Platform. Business Units provide the ability to logically group and manage devices, settings, and other resources within a hierarchical structure.
OneSite Patch uses Business Units to group devices that share common attributes such as location, purpose, users, corporate structures, or other criteria. These logical groupings allow distribution of patches to various devices depending on the needs of the Business Unit.
A Rollout Process runs at the Business Unit level to define and direct the rollout requirements of a Business Unit. This includes separating patch approvals, submitting them to a specified Business Unit, and sending a system request to begin the patch rollout for the Business Unit after receiving notification of approval.
Business Units target specific groups of devices that share an attribute such as location, device type, or connectivity. They use Rollout Processes to manage notifications and approvals and manage deployment. Each Business Unit can have its own unique settings and policies that apply to its member devices. These settings include rollouts, interaction settings, and more.
In addition, children of Business Units inherit settings from parent Business Units to reduce the administrative burden of managing settings across multiple units. OneSite Patch includes a Parent Business Unit for All Clients, and Child Business Units that address most device grouping scenarios.
Related business units, including Child Business Units or Lab Business Units, provide another level of detail that administrators can use to further customize a patching environment.
Important
When adding Business Units to a Patching Strategy, make sure that the Patch Deployment Bot for that Strategy specifies the same Business Units.
In addition to identifying the devices to include in a Business Unit, you can also identify many aspects of patching for endpoints, such as rollout processes, maintenance windows, approvals, and more.
Business Unit objects use a parent-child hierarchy. A parent Business Unit may have multiple child Business Units, but a child Business Unit may have only one parent. The folder structure used in OneSite Patch shows the parent as the top-level folder and the child units as sub folders of a parent. This structure gives you the freedom to create patching hierarchies that match any endpoint landscape.
Important
Child Business Units may only contain devices that the Parent Business Unit also manages. For example, if a Parent Business Unit has devices A, B, C, and D, and the Child Business Unit has devices C, D, E, and F, the resulting devices in the Child Business Unit include C and D only.
There is no functional difference between parent and child Business Units. The purpose of the parent/child hierarchy is to allow a child Business Unit to inherit settings from a Parent, which can simplify the creation of Business Units with both distinct and common requirements. An up-arrow with a blue background preceding a setting or process shows an inherited setting.
The hierarchical nature of Business Units allows a child Business Unit to inherit settings from its parent. An up-arrow with a blue background preceding a setting or process shows an inherited setting.
OneSite Patch accommodates an unlimited number of parent or top-level Business Units. Create many different Business Unit hierarchies based on details that model requirements and processes in your environment.
In OneSite Patch, inheritance defaults to Enabled.
Important
The colors shown here are default color settings. If you change the Admin Portal theme settings to use different colors, your arrows and backgrounds might be different.
A white up-arrow with a blue background preceding a setting or process shows an inherited setting. Enabling inheritance disables the Browse button for the setting because you may not make any changes.
A black up-arrow with a white background preceding a setting or shows a disinherited setting. Disabling Inheritance enables the Browse button for the setting, which allows you to change the settings.
You can arrange the Business Unit view in hierarchies that meet the needs of your environment. Parent Business units – bold, top-level folders – pass attributes to child Business Units – sub-folders – so it is important to maintain those relationships where they exist.
In addition, when a device is part of multiple Business Units, the device inherits the settings of the highest priority Business Unit. This occurs even when the patch information comes from a Business Unit with different settings than the highest priority Business Unit.
In the Business Unit hierarchy shown in the OneSite Patch dashboard, the Business Unit at the top of the list has the lowest priority. When changing the priority of a Business Unit in the hierarchy, consider the following items:
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Priority – Do the settings and desired state of the new priority Business Unit match your expectations for the moved Business Unit?
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Membership – Are the devices in the moved Business Unit compatible with the new priority Business Unit?
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Inheritance – Are the inheritance settings for the moved Business Unit still accurate in this new location?
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Deployment Waves – Is the Business Unit you are moving, or any of its ancestors included in a Wave Entry that includes descendants? If so, are those deployments still necessary?
Further, is the new parent, or any ancestors, included in a Wave Entry that includes descendants? If yes, do you want the new BU included in those deployments?
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Follow the steps to create a Business Unit, and then drag and drop a parent Business Unit to a new location.
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Select OK at the prompt to verify your intended move. The new hierarchy structure shows the parent Business Unit and all child Business Units moved to the new location.
Adaptiva provides default settings for the included templates. Except for the Adaptiva Business Unit templates provided for Root, you can copy the default templates and save them with new details, or you can create a new Business Unit. Related Business Units, including Child Business Units or Lab Business Units, provide another level of detail that administrators can use to further customize a patching environment.
Related Business Units, including Child Business Units or Lab Business Units, provide another level of detail that administrators can use to further customize a patching environment.
Each of the default Business Units provided by Adaptiva target production devices. Adaptiva recommends copying and creating new Business Units and to create Business Units for test purposes. Except for Business Units provided for Root, you can copy the default templates and save them with new details, or you can create a new Business Unit.
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Mouse over or click Business Units in the left pane OneSite Patch Dashboard, and then select Business Units.
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Select the right arrow to the left of any folder to expand the list of available templates.
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Select the Name of a template to open it.
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Save the template with a new title:
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Select Save. When you have finished modifying your new template, you can drag and drop it into the folder you created (see Organize New Patch Objects).
For Business Units with dynamic membership that may change over time, evaluation schedules determine when to check the membership of a Business Unit. Dynamic membership can occur based on Location or Sensor scopes where a device moves between locations or Sensor results change over time.
The Evaluation Schedules added here trigger Group Membership evaluations for this Business Unit to regularly check for group membership changes. The schedule listing uses the same set of schedules created for Patching purposes, but in this context, only triggers group membership evaluation.
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From an open Business Unit Template, review the selected schedules (if any).
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If you choose to use the existing schedules, skip to Configure Business Unit Scopes.
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Otherwise, click + Add Schedules, and then continue with the next step.
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Select Save on the upper-left corner of the dialog to save your progress:
Business Unit Scopes define the rules used to find and include devices in a named Business Unit. OneSite Patch supports using one or more scopes to create a Business Unit.
Tip
If the scope type (Locations, and so on) has a number in parenthesis after the name, the template you copied included one or more of the identified scopes. Select the scope type to view the setting. You can either keep the included scope or click the ellipsis (…) after the scope name in the table to edit (if allowed) or delete it.
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Scroll down to Business Unit Scopes in an open Business Unit template,
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Select the Scope you want to use for this Business Unit.
Use this option to define the Business Unit based on the location of devices. For example, you might want this Business Unit to include all devices in an office located in Chicago.
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Select Locations from Business Unit Scopes, and then click + Add Locations.
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Select one or more Location Names from the Add Locations table to assign them to the Business Unit. For information about managing available Location settings see the Adaptiva OneSite Platform User Guide.
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Select Add Locations in the lower-left corner of the dialog. This returns you to the Business Unit template and populates a table with the selected Locations.
Choose one or more individual devices as members of this Business Unit.
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Select Devices from Business Unit Scopes, and then click + Add Devices.
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Use Search to define one or more search details you want to use to locate specific client devices.
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Enter your search term, and then click Search.
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Select one or more devices to add to this Business Unit, and then click Add Devices on the lower-left corner of the dialog.
Design your own SQL queries to define the scope of devices to include in this Business Unit.
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Select SQL Queries from Business Unit Scopes, and then click + Add Query. This opens the Add Query dialog.
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Enter a Name for the Query, and then add a detailed Description. The Type field defaults to Client ID, meaning that the software returns a list of Client IDs regardless of what the query might request.
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Write your SQL query in the Query text box.
Important
Adaptiva recommends testing your sample query using SQL Server Management Studio.
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Select Add Query at the bottom left of the dialog. This returns you to the Business Unit template and populates a table with the new SQL query.
Use Base Scope settings to add or exclude devices in a Business Unit based on chosen standards. Using Operators and Conditions, you can extend Business Unit membership and group multiple devices together.
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Select Base Scope from Business Unit Scopes.
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Select the ellipsis (…) to the right of Select Operator, and then click Add Group.
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Select either Groups or Business Units at the top left of the dialog.
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Select Show All to list all available options, and then select one to add to the Base Scope.
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Select Add Group on the lower-left corner of the dialog. The entry under Business Unit Scopes shows the AND operator and the item you chose.
Sensors mark device inventory using technology settings such as Java, PowerShell, WMI, and so on. OneSite Patch includes choices for common sensor settings, or you can create your own (see Adaptiva OneSite Platform User Guide).
Tip
Selecting a Sensor from this location assumes you have already created the Sensor type you want to use, or that you intend to use one of the default sensors provided by Adaptiva.
To include devices in this Business Unit based on sensor settings, complete the following steps:
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Select Sensors from Business Unit Scopes, and then click + Add Sensor Group Scope.
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Enter a Name and a detailed Description of the Sensor Group in the Sensor Group Scope dialog.
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Select Browse to choose a Sensor.
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Select the ellipsis (…) next to Sensors, and then select Expand All to view the list of available Sensor settings.
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Select an item to use in your Sensor Group, and then click Add Sensor. This returns you to the Sensor Group Scope dialog.
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Select OK to return to the Business Unit template or change Base Scope settings.
After setting the initial Base Scope, use this procedure to add additional Groups or Business Units to include in the Base Scope. You can add or exclude other Groups or Business Units or change Operators to customize your Base Scope depending on your needs.
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In the Business Unit Scopes section of an object template, click Base Scope.
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Select the ellipsis (…) to the right of Select Operator (or any existing Operator), and then select Add Operator.
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Select the Operator you want to include (AND, OR, NOT). This populates the workspace with the operator you chose.
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Select the ellipsis (…) next to the operator, and then select Add Group. This opens the Add Group dialog.
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Select one item from either Groups, ConfigMgr Collections , or Business Units, and then click Add Group on the lower-left corner of the dialog.
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Repeat steps 1 through 5 to continue modifying the Base Scope to meet your needs.
Select the ellipsis (…) to the right of an Operator or a Group, and then select Remove.
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Removing the top-level Operator removes everything beneath it.
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Removing a nested Operator also removes the associated Group or Business Unit.
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Removing a Group or Business Unit removes only that Group or Business Unit.
Rollout Processes are an advanced feature of OneSite Patch. For more information see Business Units and Rollout Processes or contact Adaptiva Customer Support.
For more information see Maintenance Windows.
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Select Browse next to Add Maintenance Window.
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Select Show All on the upper right to show all available Maintenance Windows. For more information or to create a new window, see Maintenance Windows.
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Select the Name, shown in time sequences, and then click Add Maintenance Window.
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Select Browse next to Add User Interaction Setting.
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Select Show All on the upper right to show all available settings. For more information or to create a new setting, see User Interaction Settings.
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Select a User Interaction Setting, and then click Add User Interaction Setting.
After saving the Business Unit, click Show Members to display the members of the Business Unit and verify that you have populated the Business Unit as you intend.
Designate Lab Business Units to use for testing purposes prior to production deployment.
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Make sure that the devices you want to use in the lab have the AdaptivaClient installed and are associated with an AdaptivaServer.
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Follow the steps to Create a Business Unit. When defining the Business Unit Scopes, use Add Devices to identify the devices in your lab or test environment and include them in the Lab Business Unit.
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Define any other characteristics appropriate to your Lab Business Unit.
Use test deployment settings to deploy patches to a specific Business Unit first, such as test or lab units, to test deployment prior to initiating a deployment to the production environment. When enabled, complete the following steps to configure the test settings.
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Select the Deploy to Test Group First toggle in the Test Deployment Settings workspace of Auto Remediation Settings. This enables automatic deployment of the Auto Remediation Settings to a test group.
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Select Browse to select a Business Unit as the test destination.
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Enter numbers for Days, Hours, and Minutes to set the Test Deployment Duration, which indicates how long production deployment waits after initiating test deployment to begin production deployment.
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Select Browse to select a Role to receive deployment notification. This enables the Time Until Automatic Test Deployment Approval settings.
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Enter numbers for Days, Hours, and Minutes to set the Test Deployment Duration, which indicates how long to wait for approval. A zero value means that the deployment waits indefinitely for approval. A non-zero value means deployment begins after the wait time passes, even if no one has approved.
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Select Save on the upper left to save the test settings for the Auto Remediation.
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Future deployments that match the exposure level you modified deploy to your test environment.
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After verifying the operation of the remediation in your test lab, you can disable Deploy to Test Group First in the Auto Remediation Settings.
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Each of the default Business Units provided by Adaptiva target production devices. Adaptiva recommends copying and creating new Business Units and to create Business Units for test purposes. Except for Business Units provided for Root, you can copy the default templates and save them with new details, or you can create a new Business Unit.
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Mouse over or click Business Units in the left pane OneSite Patch Dashboard, and then select Business Units.
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Select the right arrow to the left of any folder to expand the list of available templates.
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Select the Name of a template to open it.
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Save the template with a new title:
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Select Save. When you have finished modifying your new template, you can drag and drop it into the folder you created (see Organize New Patch Objects).
Rollout Processes are an advanced feature of OneSite Patch. For more information see Business Units and Rollout Processes or contact Adaptiva Customer Support.
For more information see Maintenance Windows.
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Select Browse next to Add Maintenance Window.
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Select Show All on the upper right to show all available Maintenance Windows. For more information or to create a new window, see Maintenance Windows.
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Select the Name, shown in time sequences, and then click Add Maintenance Window.
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Select Browse next to Add User Interaction Setting.
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Select Show All on the upper right to show all available settings. For more information or to create a new setting, see User Interaction Settings.
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Select a User Interaction Setting, and then click Add User Interaction Setting.
Designate Lab Business Units to use for testing purposes prior to production deployment.
-
Make sure that the devices you want to use in the lab have the AdaptivaClient installed and are associated with an AdaptivaServer.
-
Follow the steps to Create a Business Unit. When defining the Business Unit Scopes, use Add Devices to identify the devices in your lab or test environment and include them in the Lab Business Unit.
-
Define any other characteristics appropriate to your Lab Business Unit.
Use test deployment settings to deploy patches to a specific Business Unit first, such as test or lab units, to test deployment prior to initiating a deployment to the production environment. When enabled, complete the following steps to configure the test settings.
-
Select the Deploy to Test Group First toggle in the Test Deployment Settings workspace of Auto Remediation Settings. This enables automatic deployment of the Auto Remediation Settings to a test group.
-
Select Browse to select a Business Unit as the test destination.
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Enter numbers for Days, Hours, and Minutes to set the Test Deployment Duration, which indicates how long production deployment waits after initiating test deployment to begin production deployment.
-
Select Browse to select a Role to receive deployment notification. This enables the Time Until Automatic Test Deployment Approval settings.
-
Enter numbers for Days, Hours, and Minutes to set the Test Deployment Duration, which indicates how long to wait for approval. A zero value means that the deployment waits indefinitely for approval. A non-zero value means deployment begins after the wait time passes, even if no one has approved.
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Select Save on the upper left to save the test settings for the Auto Remediation.
-
Future deployments that match the exposure level you modified deploy to your test environment.
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After verifying the operation of the remediation in your test lab, you can disable Deploy to Test Group First in the Auto Remediation Settings.
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Business unit rollout processes define which clients receive patches first and are the last step before patches reach clients. For example, a Business Unit rollout process can define rolling out to clients in batches of one hundred to allow administrators to view progress and catch any errors that occur before rolling out to additional devices.
After Patching Processes and Deployment Channel processes supply the details for the required activity, they delegate the rollout task to each Business Unit. The Business Unit manages its own rollout based on the customized All Clients Rollout Process workflow.
Before creating a custom Rollout Processes, enter a support ticket and request help from Adaptiva Customer Support.
The Rollout process executes a workflow that queries information contained within a Business Unit template, such as Approval Chains, Notification Chains, and Related Business Units. The Business Unit uses this information to control the approval and deployment logic for new patches. The Rollouts also perform the actual client deployment to devices within the Business Unit.
New child Business Unit configurations automatically inherit the Rollout Process from the parent Business Unit. In most cases, this is the All Clients Rollout Process.
The Business Unit template you are editing might use a Rollout Process inherited from a parent Business Unit. Before you can change an inherited Rollout Process, you must turn off inheritance.
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