How to Create Criteria and Policies in Iperius One

To create criteria and policies in Iperius One , access the dashboard, open the Policies section , and click the button to add a new criterion. You can create policies to schedule backups, automate patch installation, monitor CPU, memory, and disks, or receive notifications when a device connects or disconnects.

After configuring the policy, you can apply it to the affected devices or groups. Saved policies remain available in the Policies section, where you can review their creation and last modification dates, edit them, or delete them.

What are the Iperius One criteria?

Iperius One policies are centralized configurations that allow you to define common rules for backing up, updating, and monitoring devices.

Instead of manually configuring the same settings on each computer, you can create a policy and apply it to devices or groups that must adhere to the same rules.

The criteria can be used, for example, to:

• establish when backups should be performed;
• decide which Windows updates to install automatically;
• receive notifications when CPU, RAM, or disk space exceed certain thresholds;
• be notified when a device connects or disconnects;
• apply consistent configurations to multiple computers;
• simplify the management of different locations, customers and infrastructures.

This centralized management is especially useful for system administrators, businesses, and MSPs who need to control numerous endpoints from the same dashboard.

What types of policies can you create?

Iperius One allows you to create four main types of criteria.

What do you need before creating a policy?

Before you begin, please make sure that:

• the devices are already registered in the dashboard;
• the Iperius One Agent is installed on the affected computers;
• the devices are associated with the license;
• groups have been created, if you want to apply the policy to multiple computers at once;
• users intended to receive notifications are configured correctly;
• you have the necessary permissions to manage the policies.

How to create a new policy in Iperius One

1. Access the dashboard

Open the Iperius One dashboard and log in using your account credentials.

2. Open the Criteria section

From the side menu, click Policies . This section lists all the policies already created for your environment.

3. Click Add Criteria

Select the button dedicated to creating a new policy.

4. Choose the type of criterion

Select the policy type based on the activity you want to automate:

• Planning;
• Operating System Patch;
• Hardware Monitoring;
• Status Monitoring.

5. Configure options

Enter a clear name to identify the criterion and configure the parameters available for the selected type.

The name should immediately describe the purpose of the policy. You could use, for example:

• Daily server backup ;
• Critical patches for office workstations ;
• Server Disk Monitoring ;
• Critical Device Disconnect Warning .

6. Select devices or groups

Associate the policy with the devices or groups to which it should be applied.

Using groups allows you to apply the same policy to multiple computers without having to select each endpoint individually.

7. Save the criterion

Review the configured settings and save the policy.

The new criterion is added to the list along with information about when it was created and last modified.

How to create a scheduling policy

The Schedule policy allows you to create a reusable schedule when configuring backup operations.

You can choose a frequency:

• daily;
• weekly;
• monthly;
• annual.

How to set up scheduling

1. open the Criteria section ;
2. add a new criterion;
3. select Schedule ;
4. enter a descriptive name;
5. choose the execution frequency;
6. set days and times;
7. save the criterion.

Once created, the policy can be selected when configuring a backup operation.

Examples of planning criteria

You can create different policies based on device type or data criticality:

• daily server backup at 11pm;
• weekly backup of workstations every Friday;
• monthly archive backup on the first day of the month;
• annual backup of administrative data;
• different schedules for customers or locations.

How to create an operating system patch policy

The Operating System Patch policy allows you to determine when and which updates should be automatically downloaded and installed on devices.

You can select different categories of updates, including:

• security updates;
• critical updates;
• driver;
• Service Pack.

How to configure the Operating System Patch policy

1. open the Criteria section;
2. add a new policy;
3. select Operating System Patch ;
4. assign a name to the criterion;
5. select the update categories to manage;
6. define when they should be downloaded or installed;
7. select devices or groups;
8. save the configuration.

How to choose which updates to install

The choice depends on the infrastructure needs and internal update management procedures.

You can create, for example:

• a policy dedicated to critical and security updates;
• a separate policy for drivers;
• a more conservative configuration for servers;
• a more frequent configuration for workstations;
• a test group on which to test updates before general distribution.

How to create a Hardware Monitoring policy

The Hardware Monitoring policy allows you to monitor the usage of the device’s main hardware resources.

The policy can generate a notification when:

• CPU usage exceeds a certain threshold;
• RAM usage exceeds the configured limit;
• Disk space or usage reaches a critical level.

How to set up hardware monitoring

1. add a new criterion;
2. select Hardware Monitoring ;
3. assign a name to the policy;
4. activate the resources you want to control;
5. set thresholds for CPU, RAM and disks;
6. select devices or groups;
7. save the criterion;
8. Verify that affected users are enabled for policy notifications.

How to choose thresholds

Thresholds should be adapted to the type of device and normal workload.

A server running databases or virtual machines may have different average resource utilization than a workstation. It’s therefore best to avoid using a single, identical configuration for all computers.

You can create separate policies for:

• server;
• workstations;
• administrative computers;
• Hyper-V host;
• devices with low-capacity disks;
• particularly critical systems.

How to create a Status Monitoring policy

The Status Monitoring policy allows you to receive notifications regarding the connection or disconnection of devices.

This policy is useful for controlling if a computer or server stops communicating with the platform.

How to set up health monitoring

1. open the Criteria section;
2. create a new criterion;
3. select Status Monitoring ;
4. enter a descriptive name;
5. configure which connection or disconnection events to monitor;
6. select devices or groups;
7. save the policy;
8. Check user notification settings.

When to use Status Monitoring

The criterion can be useful to check:

• servers that must always be online;
• domain controller;
• virtualization host;
• workstations used for critical services;
• devices present in remote locations;
• computers that need to connect at specific times.

Conclusion

The Policies section of Iperius One allows you to centralize backup scheduling, patch management, and device monitoring.

You can create four types of policies: Schedule, OS Patch, Hardware Monitoring, and Status Monitoring. Each policy can be configured based on your infrastructure needs and applied to devices or groups.

After saving, you can review the creation and last modification information, update the configuration, or delete policies you no longer need.

Frequently Asked Questions about Iperius One Criteria