Action Rules

About this task

Action rules enable SOTI Connect administrators to perform specific device actions at scheduled times or on a recurring schedule. These actions can include tasks such as updating configurations, initiating device check-ins, renaming devices, or pushing firmware updates.

Why it is helpful:
  • Automates repetitive device management tasks.
  • Reduces manual effort and operational overhead.
  • Ensures critical updates or actions are consistently applied across devices.

Procedure

  1. From the SOTI Connect main menu, select Rules.
  2. In the left-hand pane, select Action Rules.
  3. Select New Rule to create a new Action rule. The Add New Rule window appears.
    Creating an action rule
  4. Enter a name and description for the Action rule, then select Next to navigate to the Select Items tab.
  5. Choose the target scope: Devices, Groups, or Device Types, then select Next to navigate to the Setup tab. See Choosing a Device for more details.
  6. Configure the frequency for when the rule should trigger, then configure the rule start date and time:
    Configuring the setup tab settings
    Start Date Set the date when the rule should become active.
    Start Time Set the time when the rule should become active.
  7. Configure one or more actions for the rule. See Adding an Action for more details.
  8. Select Finish to complete the setup.

Results

You have successfully created a new Action Rule. The configured actions will execute automatically at the defined schedule.