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Create and edit Endpoint Policy Templates to assign to your customer's environment.

Important
Important
  • Configure policies before creating a template.
  • TrendAI™ recommends configuring the Default Assignment in your customer's console.
  • Support for some endpoint security features is still under development. Review Before you enroll to avoid any potential interruption to your customer's security environment.
  • Managing security settings for Standard Endpoint Protection and Server & Workload Protection features with Endpoint Policy Settings and Endpoint Security Policies is a "Pre-release" feature and is not considered an official release. Please review the Pre-release disclaimer before using the feature.
  • Enrolling endpoint groups overwrites any policies assigned to the endpoints by the Protection Manager.
Create and edit assignments and priorities to apply policies to your endpoint groups.

Procedure

  1. Go to Templates → Endpoint Policy Templates → Endpoint Policy Templates.
  2. Create or edit a template.
    • To create a template, click Add template.
    • To edit a template, click the template name.
  3. Specify the Name.
  4. Configure the Base priority.
    1. Select the policy to apply to the Base priority.
      Note
      Note
      The criteria for the base priority is All endpoints and cannot be changed. Endpoints which do not match any other priority in the assignment use the base priority.
  5. To add a priority, click Add priority and specify a name.
    You can add up to fifteen priorities. If an endpoint matches more than one priority, the endpoint applies the policy of the highest ranking priority (Priority 1 is highest, Priority 15 is lowest). Endpoints that do not match any priority use the base priority.
  6. To rename a priority, click the options icon (options=ddb0b67f-0654-4aa5-8bc7-48ec554c5448.png) and select Rename.
  7. To delete a priority, click the options icon (options=ddb0b67f-0654-4aa5-8bc7-48ec554c5448.png) and select Delete.
    Note
    Note
    You cannot delete the Base priority.
  8. To change the order of a priority, click and drag the priority to the desired order.
  9. Configure the priority.
    1. Click the priority name to edit the configuration.
    2. Select the Criteria.
      • Endpoint name: Apply the policy to any endpoint with a name that contains at least one specified value. For example, the value Sample matches endpoints with the names Sample1, Sample2, and 25Sample. The value does not match Sam.
      • Operating system: Apply the policy to any endpoint with the specified OS. Click the edit icon (edit_icon=GUID-1F1D1164-5310-4D6D-ACD0-6049C86960AF.png) to select the OS. You can specify a specific OS version (such as Windows 11) or OS family (such as Linux).
      • IP range: Apply the policy to any endpoint within the specified IP range. You can specify up to three IP ranges.
    3. Click Add criteria to add additional criteria.
      You can specify up to three criteria. Criteria uses AND logic. For example, if you select Windows for the operating system and Endpoint name Sample, the priority applies to an endpoint named Sample11 that has Windows 11 installed. The priority does not apply to an endpoint named Sample15 that has macOS 15 installed.
      Important
      Important
      To prevent creating a priority that cannot apply to any of your endpoints, TrendAI™ recommends only using a criteria type once. For example, do not select IP range for Criteria 1 and Criteria 2. Since endpoints only have one IP address, two sets of ranges cause the priority to not match any endpoints.
    4. Select the Policy to apply to endpoints that match the priority criteria.
  10. Click Save.
  11. Assign the template to your customer's endpoint groups.
    1. Go to Security Functions → Endpoint Inventory → Groups.
    2. Click a customer's name to view their endpoint groups.
    3. Select one or more endpoint groups.
      You can assign child groups to different templates than their parent groups.
    4. To apply the template to more than one customer, click another customer's name to view and select additional groups.
      The company name list displays how many endpoint groups you have selected for each customer.
    5. Click Apply Endpoint Policy Templates.
    6. Select the template you want to apply.
    7. Click Assign.
      TrendAI Vision One™ creates a task to copy the template to each selected customer's environment and create policies and assignments based on your configuration. The policies and assignments created are located in your customer's console in Endpoint Security Policies.