Create an inventory strategy

Overview

An Inventory Strategy allows you to specify what inventory data to collect, from where, and when. When you create a strategy, you select Sensors that gather and organize data from devices. These devices are defined using either pre-made or customer Groups to scope your inventory data appropriately. You can then define a schedule to collect data from devices. Generally you can run strategies daily, though if you have particularly volatile data, you can create a specific strategy to gather it at a higher frequency.

You can either create a new inventory strategy or edit the default strategy. In either case, the configuration options are the same.

Create an Inventory Strategy

1. On the left-hand navigation, click Inventory Strategies.

2. In the details pane, click + New. The Inventory Strategy creation walkthrough appears.

3. On the Overview pane, enter Storage in the Name field and "Gather storage details for All Clients" in the Description box.

   

   Strategy Overview
4. Leave the Strategy Enabled toggled ON and click Next.

5. On the What to Collect pane, click Create Sensor Entry.

   A Sensor Entry defines which Sensors and outputs will be collected from devices.

6. On the Create Sensor Entry page, next to Sensor, click Browse.

   The platform has a variety of built-in sensors, or you can create your own, that retrieve data from devices in your organization at scale.

7. Search for and select DiskDrives and click OK.

8. Next to Columns, click Select All, then click Create Sensor Entry.

   You can select any or all of the outputs from a particular sensor to view in your dashboards.

9. Perform these steps again to create a sensor entry for the DiskPartitions and Volume sensors.

   

   What to Collect
10. Click Next.

11. On the When to Collect page, next to Schedules, click Browse.

    Schedules automate the collection of data from devices at defined times. You can use or modify a built-in schedule, or create your own.

12. Search for and select the ASAP and Balanced Daily at 6AM schedules and then click OK.

    

    When to Collect

    The ASAP schedule will trigger the collection of data defined in the inventory strategy immediately upon save, while the daily schedule will collect data regularly at the time specified.

13. Click Next.

14. On the Who to Target page, next to Groups, click Browse.

    Groups control the scope of devices targeted by this strategy. You can use built-in groups or create custom groups that align with your organizational needs.

15. Select the All Clients group and click OK.

    

    Who to Target
16. Click Save.

17. Click the More drop-down and select Run Strategy.

You can now create an Inventory Category to define dashboard views for the data you are collecting.