Deployment Policies

A deployment policy controls how and when a deployment runs on endpoints- right away or on a schedule- and what happens with restarts. You pick a policy when you deploy software or patches.

How to get here

You reach this page through Settings, so you need administrator (settings) permission. If you don't see the Settings icon, ask your administrator for access.

1. Sign in to EndpointOps.
2. In the top-right of any screen, click the Settings (gear ⚙️) icon.
3. In the Settings menu on the left, click Deployment Policies.

Navigate to: Settings → Deployment Policies

URL path: /settings/software-deployment

The Deployment Policies screen

Columns: ID, Name, Description, Type, Created By, Created On. Each row has edit (✏️) and delete (🗑️) actions.

The toolbar

Above the list, the same toolbar appears on every list screen:

• Create- add a new item (opens a form panel from the right).
• Refresh- reload the latest data.
• Export- download the current list.
• Columns- choose which columns to show (covered under "Choosing which columns to show" below).

Working with the list

These controls behave the same on every list:

• Search- type in the Search… box above the table to filter rows as you type.
• Sort- click the arrows in a column header to sort by that column.
• View details- click a row's link in the first column to open a read-only view.
• Edit / delete- use the edit (✏️) and delete (🗑️) icons at the end of a row.
• Pagination- when a list runs to more than one page, use the page controls at the bottom-right and the / page selector to change how many rows show.
• Permissions- you only see Create, edit, and delete if your role grants the matching permission; otherwise the screen is read-only.

When you save a new or edited record, a success message appears, the panel closes, and the list refreshes. Required fields are marked with a red asterisk.

How do I create a deployment policy?

1. Click Create. The Create Deployment Policy panel opens.

   

2. Fill in the common fields (red asterisk = required):

   Field	Required	Notes
   Policy Name	Yes	A label for the policy.
   Description	Yes	What it's for.
   Supported module	Yes	What it applies to (e.g. All or a specific module like patch).
   Type	Yes	Instant (deploy now) or Schedule (deploy on a schedule).

3. Extra fields appear based on your choices:

   • Schedule → Initiate Deployment On: on system start-up, on next cycle, or recurring.
     • Recurring → set an Interval (hours/days/months/years).
     • On next cycle → pick Deployment Day(s) and a Deployment Time From / To window.
   • For patch deployments, a Restart Type: No Restart, Warn Restart, Force Restart, or Prompt Restart.
     • Warn / Prompt → set a Restart Time (seconds) and a Reboot Message shown to the user.

4. Click Create.

Choosing which columns to show

Click the Columns icon on the right of the toolbar to open the column picker.

Tick the columns to show, untick to hide, drag to reorder, then click Apply.

Related

• Patch Management → Patch Preferences- patching schedule and approvals.
• Patch Management → Computer Groups- target endpoints for deployment.