Utilizing Policy Management

Utilizing Policy Management

Policy Management provides customized settings for LDM organizations. This feature is available only for Org Admins and MSP Admins.

Feature Settings

Navigate to Policy Management > Feature Settings on the left pane. The following options are available:

Feature



Configure Alerts: Enables setting alert thresholds for low battery and storage capacity. When the device reaches these thresholds, an alert is generated in the corresponding report (Low Battery Report or Storage Report). If the user takes actions such as deleting files to create more storage space or charging the battery, the alert will be removed from the report. 

Patch Preferences
  1. Automatically Install Patch Runtime Dependencies. Enabling this option installs Microsoft C++ on devices if it is not detected. 

  2. Patch Security Mitigation Options

  3. The organization accepts the risk of installing unsigned packages from LDM Patch. If this option is selected, you will see an "unsigned package" indicator displayed next to eye icon. all unsigned patch packages will be included in the recommended patch list with an indicator icon that the package is unsigned.

  4. Unsigned Patch updates will be hidden and not displayed for remote update through LDM. Any unsigned packages will not be visible in the Patches list.

System Update Preferences:
Adds the ability to schedule System Update activities across all eligible devices on your network. Enable or disable the following options:
  1. Automatically Scan only for New Updates. Checks for new updates every Monday at 6am ET. New updates will automatically appear on System Update page.
When this option is enabled, the date and time of the last scan are displayed on the App Management > System Update page, below the Check for updates link. This link is disabled for 30 minutes immediately after the last automatic scan is initiated.
  1. Automatically Scan and Update. Lets Org/MSP Admins schedule when LDM should automatically scan eligible devices for Critical and/or Recommended updates (the same schedule will apply to all eligible devices).
    1. To Enable this feature, slide the corresponding button to turn it on. 
    2. Click Edit Schedule.
    3. Select the update types using the radio buttons. Both Critical and Recommended updates are available to update, but Critical is required (Recommended is only optional).
    4. Set the update Frequency, Day of the month or Days of the week, and Time, as needed.
    5. Click Save.
All eligible devices will be scanned for Critical and/or Recommended updates, as scheduled. All automated updates can be monitored on the System Update page through the deployment process and then monitored on the System Update Status report. Please continue to check the System Update page for all other (Optional) updates.

Add device groups:  Click this button to select one or more device groups and apply the scheduled automatic scan and update to the selected device group(s). 
  1. Automatically Install System Update Add-in. Auto installs System Update Add-in if it is not detected on device. This is required for System Update operations.
Notes
  1. Only online devices can be auto-scanned; offline devices will need to be manually scanned (on-demand).
  2. Only those updates with the Allowed to Deploy status will be included in the Auto Update.
  1. System Update Messaging and Deferrals. Allows to configure System Update preferences for devices which require a reboot for the update to be applied.
    1. Set the number of deferrals allowed to end user: This option defines the maximum number of times a user can postpone a Required Reboot for an update.

    2. Set the time - in Minutes, Hour(s), or Day(s) - between the notification and the device reboot.
      The system will display a notification prompting the user to allow the reboot for the update. It will also show the total number of deferrals allowed and the number already used.
      If the user still has a deferral available, they can click No to postpone the reboot. In that case, the System Update report will display the status Reboot Required for the corresponding device.
      However, if no deferrals remain, they must save their work and click OK to proceed with the reboot.

  2. Update Testing. When enabled, this feature lets you select one or more devices or device groups to test a System Update. The update is flagged on the System Update page, and you can set a start and end date. It remains blocked from other devices until approved for rollout.

  3. Customize End User Dialogue Box
    Add your company name and logo to personalize the dialog box shown to end users. 

Manage Accessories:
• Automatically Install Lenovo Dock manager:  Enabling this button allows the Lenovo Docking Station Manager to be installed automatically on the client device, but only if it is not already detected.

Feature controls:
Acts as an additional security layer. When enabled, any user should be logged-in to the LDM portal using Multi-factor Authentication (MFA) to perform specific operations.

Android App Settings Management:
Enables application management functionality from the App Device Tray.

Auto Install of Intel vPro® Agent:
Enables/Disables the automatic installation of the Intel vPro® agent on Intel vPro devices during the provisioning process.
Notes
These options are set to “Disabled” for all new organizations by default. Even if disabled, the manual installation option via the Device Management > Devices > Device Tray is still available.

UDC  Logging:
This option is disabled by default, and only errors are logged in the registry. Enabling it activates the Collect Logs button on the Device Management> Devices> Devices page. To turn on this feature, toggle the switch and click Save.This feature is available for Windows, Android and Linux devices. For more details, refer to Managing Devices Within Lenovo Device Manager.

Request to become Managed Service Provider (MSP):
Allows the organization to manage their own organization and other organizations that could be divisions of the same company. Click the button to convert the business to MSP and perform the services on behalf of the organization's end customers. Accept the MSP Specific Terms and Conditions and click Continue. After a while, the organization will be converted into an MSP. The Organization Admin role will now be MSP Admin, and you can see a new Managed Organizations section in the left navigation menu. For more information, please consult Using Managed Organizations.

Alert
Converting an organization to MSP is an irreversible option. 

If the organization has a trial license, if there are no licenses, or if the existing licenses have expired, the following message will display "There are no eligible licenses available for this organization. Please ensure licenses are purchased prior to converting this organization to MSP." The Convert to MSP button will also be disabled.

Connectors

This feature provides a Connectors page where you can edit existing connections or add new ones for Chrome devices, allowing you to onboard them to LDM at a later stage (see Onboarding Chrome Devices to LDM for detailed instructions). You can also set the Microsoft Intune connection from this page.

Add a New Connection

1. To connect to Google Cloud Platform
  1. Click Add Connection.
  2. Enter your Google Workspace Customer ID (Google credentials).
  3. Click Upload file and select the file or drag and drop JSON Credentials for Service Account  from your computer. 
  4. Click Connect. The connection is established and shows as Active.
Note: Ensure your Google Workspace credentials are properly configured according to Google’s setup instructions to enable the connection. 

2. To connect to Microsoft Intune
  1. Click Add Connection
  2. Enter your Intune credentials (available in the Intune portal).
  3. Click Connect.
  4. LDM displays a list of required permissions for claiming devices. Any missing permissions appear in red. If a permission is missing, return to Intune to add it before proceeding.
  5. Click Next.
  6. Select the Intune group(s) you want to add to the Groups page or click Select all groups.
  7. Click Sync, then Close.
Back on the Connectors tab, you should see that the connector is Active and the account is configured.

Manage Connector

  1. Click Manage connector..
  2. Enter the new value or upload a new file.
  3. Click Connect.

Disconnect Platform

To disconnect a connector from the platform, click Disconnect Platform and then click Proceed.

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