Endpoint Policy

To meet the growing demand for comprehensive endpoint management, Endpoint Policies will streamline the process to manage settings for a large number of computers with centralized policy control and cover various configurations to apply seamlessly across endpoints.

Policies are classified by platform and can be applied per computer or per group.  Each team will have a default policy with all feature categories disabled and no pre-configured settings.

 

Instructions

Creating and editing policies

Creating policies

Log in to Gateway web portal and navigate to Management > Endpoint Policies.

Click Create Policy, edit the policy name (up to 64 characters) and description (up to 256 characters), select a Platform, and choose a Parent. Policies can be created as enabled or disabled. Click on Create.

Creating child policies

To create a child policy, choose a Parent Policy when creating a new policy, or select the parent policy and, in the right-side options, select Create child policy.

A policy tree can contain up to 5 levels.

Editing policies

To edit existing policies, select Edit

For new and existing policies, select the features you would like to add to the policy. By default, features are disabled. Manually enable them as required. 

Policy Inheritance

Policies support inheritance, allowing you to create a parent policy with standard settings and child policies that inherit these settings. 

If you need to modify a basic setting for the entire group, update the parent policy. All child policies will automatically receive these updates from the main policy.

Policy override

When you need different settings for just a few computers within a group, you can create a child policy and override specific settings. An override changes the configuration only for the selected computers, while all other computers in the group continue to follow the original policy. This gives you precise control over individual endpoints without disrupting the overall policy structure.

When creating child policies, if a setting from the parent policy is changed in the child policy, the setting in the child policy will be marked as overridden.

Additionally, each setting can be overridden at a computer level under the Properties page. 

Assigning policies

There are different ways to assign policies to computers and groups. First, from the Endpoint Policies page, click on the policy and select Assign group and computer. Select the group or computer, and click on Assign

Assign a policy to a computer

The default setting of each computer is to "Follow Group". 

Individual computer policies can be edited/overridden. To do this, go to the Computers tab, and on the device you want to assign a policy to, click on Properties. In the Endpoint Policy section, click on Edit policy and select a policy.

Assign a policy to a group

To assign a policy to a group, go to Management → Grouping. Create or edit a group and select the policy. 

Cloning policies

To quickly create a new policy based on an existing one, select a policy and choose Clone. The cloned policy keeps the same platform as the original (this cannot be changed) and copies over its settings. You can adjust the name, description, and parent. Once you click Clone, the new policy is created successfully.

Removing policies

When removing a policy, the associated group's policy will roll back to the platform default policy and its associated computers will fall back to "Follow Group".

All overrides on Computers will be deleted.

NOTE: Parent policies with child policies cannot be deleted.

Streamer settings

You can edit the following configurations in an Endpoint Policy. There is a new configuration - File transfer. This acts as the final gate for file transfer during a remote session—when disabled, it turns file transfer off even if the user's granular control allows it.

📌 Note: 

  • This feature is available from Gateway v3.42.0 and later. 
  • This feature requires Streamer v3.8.4.7 for Windows, Mac, and Android platforms.
  • Endpoint Policies takes priority over the legacy Preference Policy and is where all new controls will be added, so configure each setting there rather than in both.
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