# FileWave Anywhere Help Menus

These articles are tied to the FileWave Anywhere help system specifically.

# Customizing Views

Many views within the FileWave WebAdmin have tables in them that can be customized to match your needs.  
  
We will customize views when we find there is a data element missing from a table we'd like to add, when we'd like to sort records in a different way, and even to rearrange column order.  
  
Each of the customization options are detailed in the below articles, and apply generally to almost all web admin table views.

# Column Searching Criteria

## What

Whenever we are in a particular table view, the data may be quite extensive and perhaps hard to find. The search tool allows us to temporarily enter search criteria for any table view to quickly find content.

## When/Why

Assume for a moment that we got a call from the field from a customer having an issue with their laptop. We ask for, and they give us, the asset tag number from the sticker on the physical device. Quickly finding this device in the Devices view is critical for us in this case, and as long as we have the Asset Tag field in the view then we can quickly search for it using the data filter.

## How

Below you'll see an example of filtering within the Licenses view. In this example, there are only a few dozen licenses, but in a production environment there are quite likely thousands so the filter becomes quite important. You'll also note in the below that the filters for any view are "sticky" and will remain as a filter in that view until you either change or remove the criteria.

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/64"></source></video>

# Columns Adding and Removing (Customizing)

## What

The Edit Fields tool allows you to choose to display/hide additional inventory fields beyond the standard fields that are included by default.

## When/Why

Typically, we'll want to use this tool when there are elements that are important to us beyond the default fields. Inclusion of the fields in the view then allows us to do things like quickly search and filter by those values.

## How

You can Edit the fields in a view wherever you see the (![](https://kb.filewave.com/uploads/images/gallery/2023-07/fGOjKqg0WxMFYRdc-embedded-image-y0renezi.png)) icon on the right of the table (it is shown here horizontally, but is vertical in the web admin).

In the following example, you can see that we are adding the custom field "Asset Tag" to our devices view. This is important to us, because when a customer calls from the field to report an issue, the asset tag is the easiest way for them to identify their device. Including the field in this view allows us to then quickly filter for the troublesome device.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/q6f4RfkKCuOZzRzk-embedded-image-kwgujylt.png)

<p class="callout success">Removing a field from a view is as easy as unchecking the checkbox.</p>

# Columns Pinning

## What

Pinning columns allows you to make sure that a particular column is always where you want it.

## When/Why

Most of the time that we pin a column it is because that column is really important and we want to see it all of the time. For instance, if I constantly refer to Asset Tag, then I may want to pin that to the left side of the devices view along with device name. That way, if I scroll right within the window, those two fields will always be shown.

## How

Below you will see an example of pinning the Device Name column to the left, and then removing the pin. Note that you access the pinning menu by clicking on the hamburger icon (![](https://kb.filewave.com/uploads/images/gallery/2023-07/Y76JdC7he7p5s3rt-embedded-image-j81avybv.png)) in the column header:

<video controls="controls" height="300" poster="" width="600"><source src="https://kb.filewave.com/attachments/65"></source></video>

# Columns Sorting & Moving

## What

FileWave Anywhere tables can be sorted by column, and the columns themselves can be moved into the order that works best for the task.

## When/Why

Use column sorting and moving when a table has the right data but the default order is not the most useful view. For example, sorting by **FileWave Client Version** can help you find older clients first, while moving that column closer to device name or status makes the table easier to scan.

![FileWave Anywhere table sorted by FileWave Client Version](https://kb.filewave.com/uploads/images/gallery/2023-07/wmeaTpKCRezbMR5F-embedded-image-2qghkrt6.png)

## How

To sort a table, click the column header. The arrow on the column shows whether the sort is ascending or descending. To move a column, drag the column header to the position you want.

<video aria-label="Sorting and moving columns in FileWave Anywhere" controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/66"></source></video>

# Exporting Data

## What

From almost any view in the FileWave WebAdmin you can export the data in the current view.

## When/Why

Typically we will want to export data when we want to put it into some other format, like a spreadsheet or a presentation.

## How

As you'll see below, exporting data from the current view is as easy as right-clicking, and choosing "Export to CSV":

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/67"></source></video>

# Search Criteria

## What

Use the upper-right **Search for Devices** field (![Search for Devices](https://kb.filewave.com/uploads/images/gallery/2023-07/giuQaKMQ51zuxQ1T-embedded-image-emtwdtgq.png)) in FileWave Anywhere/WebAdmin to quickly find devices from any view.

## When/Why

This search is useful for quick, one-off support lookups when you already know part of a device name, operating system name, or current username and want to jump straight to the device record.

## How

1. Click the **Search for Devices** field in the upper-right corner.
2. Enter the value you want to search for, such as a device name, operating system name, or current username.
3. Review the matching devices and select the device name to open the device detail view.

This search is meant for fast device lookup. If you need to search custom fields or build a reusable device list, use the relevant device view filters or an inventory query/report instead.

# Update Model

## What

In every view of the FileWave WebAdmin, you are going to see this icon (![A8pjPZ7dY0m6QvfC-embedded-image-j4fbcdb1.png](https://kb.filewave.com/uploads/images/gallery/2023-07/A8pjPZ7dY0m6QvfC-embedded-image-j4fbcdb1.png)) in the header right beside a label for the Model Number (![g77JWCSkK4aYi1yc-embedded-image-jhanjucw.png](https://kb.filewave.com/uploads/images/gallery/2023-07/g77JWCSkK4aYi1yc-embedded-image-jhanjucw.png)). The "model" in FileWave is the concept of committing changes to be ready for production so to speak. Each time the model is updated, the Model Number itself increments by one and the devices in the field compare this number to their model number to know whether a change has been made.

## When/Why

We'll update the model each time we want a change to be committed. For instance, if we have just created a new payload from VPP, and have assigned that payload to devices in a deployment, we will then update the model to make that change effective. Until the model is updated, nothing will happen with our new deployment. Model Update rights do NOT have to be given to every FileWave admin...you can control that preference for each administrative user.

<p class="callout danger">Updating the model is not done in a silo. All changes that have been made by all FileWave admins are committed each time a model update is performed. So, in a shared environment it is best to have a team plan for model updates.</p>

## How

Actually updating the model is as easy as clicking the ![LP434lmKV76JYMwp-embedded-image-gm6mxo5e.png](https://kb.filewave.com/uploads/images/gallery/2023-07/LP434lmKV76JYMwp-embedded-image-gm6mxo5e.png) icon as you'll see below:

<video controls="" height="300" poster="" width="600"><source src="https://kb.filewave.com/attachments/68"></source></video>

<p class="callout success">You will see this Update Model dialog popup whenever anyone updates the model in the environment.</p>

# View - Deployments

The Deployments view allows you to see and create Deployments. Deployments are not Associations, but they are similar. Deployments connect payloads to endpoints like Associations, but deployments have more advanced capabilities than their earlier cousins.  
  
We'll use the Deployments view whenever we want to create new, or edit/delete existing deployments. In each case a deployment will define a relationship between payload(s) (the things to install) and the endpoint(s) (the thing to install to).

# Create Deployment

## What

The creation of a new deployment connects one or more payloads with one or more devices/groups. You can also use deployments to create exclusions on devices or groups.

## When/Why

Deployments may be quite straightforward. It may be as simple as "I need to deploy Adobe Photoshop to each device which owns a license". But, it may be more complex, such as "I need to deploy Adobe Photoshop to all devices in our Production group, but not to any manager's device." In the first instance, our deployment will probably pick a manual group or individual machines as the endpoints. In the second instance, we might target a group for "Production", but add an exclusion for and devices in the Managers smart group. Deployments can even target LDAP OUs as well.

**How**

To create a new deployment, select the plus (![](https://kb.filewave.com/uploads/images/gallery/2023-07/pLCBXPLmedbSze7P-embedded-image-sq1r2tfm.png) ) in the top right.

Then give the deployment a name in the top left. it is important to name the deployments appropriately so that you can filter for them later.

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/69"></source></video>

We'll discuss each of the tabs in this view in the below linked articles.

# Deployment Targets

## What

The Targets of a deployment are the endpoints that we'll define for deploying to. Targets allows us to choose individual devices, groups, smart groups and LDAP sources for our deployment. Targets also allows us to avoid deploying to certain devices or groups as well.

## When/Why

We'll want to define here the targets and exclusions:

<table id="bkmrk-targets---what-you-w" style="width: 100%;"><tbody><tr><td style="width: 22.2472%;">**Targets** - What you want to receive

**Groups** - Static, Smart Groups, and LDAP OUs to include

**Devices** - Specific devices to include

</td><td style="width: 77.7528%;">![](https://kb.filewave.com/uploads/images/gallery/2023-07/Q2aE76agZPy6oXRz-embedded-image-6prmibv6.png)

</td></tr><tr><td style="width: 22.2472%;">**Exclusions** - What you don't want to receive

**Groups** - Static, Smart Groups and LDAP OUs to exclude

**Devices** - Specific devices to exclude

</td><td style="width: 77.7528%;">![](https://kb.filewave.com/uploads/images/gallery/2023-07/K2Lf5Zw5uQPKPEim-embedded-image-hz39n0e2.png)

</td></tr></tbody></table>

<p class="callout success">If left blank, the deployment can be saved, but without targets it won't send payloads anywhere. This may be nice for archival purposes.</p>

## How

1. From the Targets tab.
2. Select devices you want to get a payload(s). Either groups or individual devices
3. (optional) Select exceptions, groups or devices you do not want to receive any payload(s)
4. Save your work to finish later or next to finish creating your deployment

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/70"></source></video>

# Deployment Payloads

## What

In the Payloads tab, we'll choose all of the payload(s) we want to include in this deployment. That is, items, such as software you want to deploy. This can be one item, many items, or even nothing.

## When/Why

Of course the point of a deployment is to deploy something, so we'll pick payloads we want in this view. Note that the list of payloads can always be amended. Additions will be installations, and removals of payloads will be uninstalls (based on verification settings).

## How

1. Press the plus (![](https://kb.filewave.com/uploads/images/gallery/2023-07/O6ZrQOCq3PNWgX3h-embedded-image-htnc0ke3.png)) in the top right or "Add Payloads" button in the center
2. Select one or many payloads
3. You may delete them with the x (![](https://kb.filewave.com/uploads/images/gallery/2023-07/FWLiu0gd9eAUIKNy-embedded-image-nmj6zvus.png))
4. Select Save to continue later or next to finish the deployment

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/71"></source></video>

# Deployment Options

## What

The Options tab allows you set the "rules" for the installation, such as the timing and the license assignment type for instance. These settings vary by type of payload

## When/Why

For the most basic type of installations (an iOS VPP app for instance), we may not change anything at all on this tab. But, if we are doing a Windows MSI deployment scheduled for Friday night after 5PM, then we might set several different timing options in this tab.

## How

1. Select Install type 
    1. Direct (installs automatically)
    2. kiosk (Shows in a list of installs for customer to install)
2. (optional) Select Timing, if no times are selected, FileWave will download and install as soon as it can
3. (Optional - VPP only) Select License distribution 
    1. Device
    2. User

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/72"></source></video>

# Deployment Summary

## What

The Deployments Summary tab shows you the effective action that your deployment will perform.

## When/Why

It is very important to review this tab to make sure that at minimum the number of devices being impacted makes sense. This is your opportunity to sanity-check your settings before you update the model and commit your changes.

## How

Note that no actions can be taken directly on the summary tab, but it gives you to overview to evaluate your deployment:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/4448jjQ9LAlyCtjn-embedded-image-bi8vc3r3.png)

The tab shows the number of endpoints impacted, and the overall size of the deployment. Note that an explicit exclusion wins over an inclusion. (e.g. a device is in a group that has a payload assigned, but that device is also explicitly exluded means that that endpoint will NOT have the payload(s) installed.)

# Deployment Drafts

## What

When creating Deployments in the WebAdmin you may see **Deployment drafts** on the deployment page.

## When/Why

Because the WebAdmin is not a local application, and you could be interrupted while creating a Deployment by accidentally closing the browser or simply going off to work on something else after starting to define a Deployment, there is a concept in FileWave 14.6+ of Deployment drafts that was introduced. You will see them in the Deployments section of the WebAdmin if any exist. The only drafts you will see are ones created by you in the current web browser. So if you have a draft in Chrome and then login with Firefox you will not see the draft.

## How

The drafts show up in the WebAdmin like in the below image. If you want to continue to work on your draft you can click the **...** icon and pick to Edit it or you can pick to Delete it from there. Additionally you can click on the Name of the draft and go back to editing it as well.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/AGjjSMk6J89XxyR5-embedded-image-zrzxdvgl.png)

When you are editing your draft if you click **Cancel** on the bottom of the page you will have the below prompt which will give you the option to keep the draft for later or to delete it now.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/L6vGunyKGXeoh7ho-embedded-image-z9drvfhg.jpeg)

# Deployments Targeting LDAP Groups

## What

The FileWave WebAdmin has the capability to directly target LDAP OUs when defining a deployment. This is a significant improvement over previous FileWave versions which required special smart groups to be built for this purpose.

## When/Why

We will likely want to use this feature whenever we have something to deploy to a particular group of devices, and those devices all exist in an OU we can reference. Note: Using Directory structure to deploy content is perfectly viable, but ONLY if the data in the directory itself is reliable.

## How

To target (or exclude) an LDAP OU in a deployment, target it in a very similar fashion to how we target a smart group. Example shown below:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/73"></source></video>

# View - Devices

# View - Devices Overview

## What

The Devices View (![](https://kb.filewave.com/uploads/images/gallery/2023-07/f0BpaQUISQgf5Qso-embedded-image-sdi7mfez.png)) is where you will work with all of the devices that are enrolled in FileWave, and also where you can choose to enroll new devices.

## When/Why

You will use this view whenever you want to see specific information about a particular device, whenever you want to manage/see devices that are in groups and smart groups, and whenever you want to dig a little deeper in troubleshooting.

## How

From this top level Device view, you'll be able to do all of the items listed below. Check out the articles in this book to go into depth on each topic.

# Basic Filtering

## What

Operating System and manual filters in the Devices view help you isolate specific platform and device subsets from your client pool. For instance, if we were in a role only responsible for Windows devices, we would probably always filter for Windows devices only.

## When/Why

The primary time we'll use these filters is when we care about a singular platform or a singular device. For instance, looking very quickly for a singular device by asset tag as shown below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/sBCY3jZrpE57h2z6-embedded-image-wuwluerg.png)

Note that a manual filter only functions on fields that are actually in the view...the tool only evaluates fields that you can see. So, in the above example, Asset Tag (a custom field) was added to the view.

Also note that these filters are "sticky", meaning that moving to another view and then back will NOT remove these filters automatically.

<p class="callout success">The OS and manual filters are additive to each other and to the relative location in the Group navigation. Meaning all three items combine to show you results.</p>

## How

Selecting a group at left will show only items in that group at right; adding an OS filter will then additionally isolate for that platform; filtering on top of both of those with a manual filter can further isolate as shown below:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/87"></source></video>

# Adding Devices

## What

This page shows devices awaiting enrollment and lets you create placeholders. You can also specify [Actions](#bkmrk-actions), such as which group to add devices to, which fields to set, and what should happen after import.

## When/Why

Use this dialog when automatic import is not enabled for new clients, or when you want to create placeholders for devices that do not exist in FileWave yet. For example, you can create a placeholder for a Windows device before imaging it, or assign content ahead of enrollment so the device receives it as soon as it checks in.

Use the Plus and Upload icons in the Devices view to add devices:

![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/lE52DWqVYdS4wdp8-image.png)

## How

From the devices view press the plus (![3juY7zQJUB1qVf6R-embedded-image-1mdam2u2.png](https://kb.filewave.com/uploads/images/gallery/2023-07/3juY7zQJUB1qVf6R-embedded-image-1mdam2u2.png)) to enter the UI on the [Selected Devices](#bkmrk-selected-devices) screen. See articles listed below to get details on the individual tabs within the dialog.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/84"></source></video>

### Actions

<p class="callout success">Fields, destinations, and other actions to take once a devices is brought in</p>

"Actions" is where you can set data for inventory fields, manually assign a DEP profile, and set destinations for the imported devices/copies (aka "clones") after a device has been enrolled.

You would use the import actions listed above typically only when you don't have "automatic" import turned on. These actions are only preformed after everything has been saved.

#### How

1. Select the action dropdown and choose one of the following: 
    1. Assign Field Value - *Allows you to set inventory values fields* 
        1. Then select a Device Field (like "Comment")
        2. Then Select a Value for that field (like "Front Desk Checkin Station")
        3. (Optional for string/text fields) Select "Replace" (overwrite any value the device currently has), or "Append" (add your text to the end of the value)
    2. Import/Move to group - *Specify the group where the original device will go* 
        1. Then select the group you want the original sent to
    3. Create Copies in Group(s) - *Specify where clones/alias/copies of the original will be created*
        1. Then select **any** groups you want copies created in
    4. Copy in the same group - *Copy your incoming devices to that of an already existing device (i.e. mirror its groups)*
        1. Then select an existing placeholder or device
    5. Associate DEP Profile - *Manually assign a specific DEP profile for this device*
        1. Then select the specific DEP profile
2. If you need more than one action taken, press "Add Action" and start from 1 again

<p class="callout info">Assign Field Value can be added many times. The other Actions can only be selected once.</p>

<p class="callout danger">If you select "Import/Move to group" you can't also select "Copy in the Same Group".  
Similarly, if you select "Copy in the Same Group" you can't select "Import/Move to group"</p>

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/85"></source></video>

### Add Placeholder

A placeholder is a temporary item that represents a device you intend to enroll at a later date.

You can use placeholders for a device that you will be adding eventually. Placeholders allow you to specify the connections from payloads to the device through deployments so that when a device is ultimately enrolled, it will immediately get all assigned content.

#### How

1. From the [Selected Devices](#bkmrk-selected-devices) interface, press the "Add placeholder" button
2. Enter text into the fields 
    - Name (required)
    - Comment (optional)
    - Platform (required)
    - Serial / MAC (Serial number for Apple devices, MAC address for Windows devices)
3. Press "Add Placeholder"

#### Related Content

- [Upload Devices and/or Data](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/upload-devices-andor-data "Upload Devices and/or Data")
- [Importing Computer Clients from a File](https://kb.filewave.com/books/filewave-client/page/importing-computer-clients-from-a-file "Importing Computer Clients from a File")

#### Digging Deeper

- Keep in mind that you can also create a clone by doing a [Copy to Group](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/copy-to-group "Copy to Group") thereby creating many instances of your original. These groups can also have associations/deployments on them. Use this to create a layered structure.

### Selected Devices

<p class="callout success">These are devices pending enrollment. They can be devices checking-in with a client already installed or from a service such as Apple DEP/ Android EMM</p>

Shows a list of pending devices that are either clients checking-in or devices in your pending DEP/EMM list. You will select devices from the list for import whenever you are ready for them to be a part of the managed environment. You do not have to import all devices that show in this list (you can pick and choose individuals).

#### How

Once you have started the Adding Devices process, Select Devices is the first tab showing what can be added.

1. From the **Pending Requests** section you can select devices or DEP/EMM placeholders for import
2. Select the checkbox to the left of each device you wish to include
3. Press the Move to Selected Devices button
4. (Observe) that device moves to the lower list
5. (Optional) [Add Placeholder](#bkmrk-add-placeholder) devices
6. Select "Next" to move onto [Actions](#bkmrk-actions)

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/86"></source></video>

### Summary

<p class="callout success">Preview the results of your changes</p>

The summary tab view will show a preview of the action you are about to perform.

<p class="callout warning">Some views, Like the Summary in Mass import [Upload Devices and/or Data](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/upload-devices-andor-data "Upload Devices and/or Data") will have check boxes for confirmation of changes.</p>

Use this view to verify what you want to happen.

#### How

- If everything look correct, hit "Save"
- If there are issues select "Back" and change them
- If you want to stop the process, or perhaps start over, select "Cancel"

![rCJmv2a52fy5t4BH-embedded-image-rawcs01q.png](https://kb.filewave.com/uploads/images/gallery/2023-07/rCJmv2a52fy5t4BH-embedded-image-rawcs01q.png)

# Upload Devices and/or Data

## What

<p class="callout success">Mass import devices or inventory data from a CSV or TXT file</p>

The upload option (![Upload icon](https://kb.filewave.com/uploads/images/gallery/2023-07/0qO882VCL2PBvIto-embedded-image-ubdt7qxx.png)) lets you import device placeholders or update inventory fields for many devices at once. During import, FileWave Anywhere lets you map columns from the uploaded file to FileWave fields and choose additional import actions.

## When/Why

Use this workflow when you need to create many placeholders at once or update field data across many devices. For example, if an asset-management export maps device serial numbers to physical asset tags, you can import that data into FileWave instead of updating each device manually.

## How

1. Open [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices").
2. Click the upload icon.

![Upload option in FileWave Anywhere Devices view](https://kb.filewave.com/uploads/images/gallery/2023-07/d9pvZUjb004YXmja-embedded-image-cnqiixdq.png)

1. The [Import File](#bkmrk-import-file-tool) tool opens.
2. Select your TXT or CSV file and continue to [Map Fields](#bkmrk-map-fields).
3. In **Map Fields**, match the columns from your file to FileWave fields.
4. In **Actions**, choose any additional import options that apply.

### Import File tool

The Import File tool imports a large amount of data from a CSV or TXT source.

- A hardware vendor might provide a spreadsheet for 100 incoming laptops with MAC addresses and asset-tag values. Importing placeholders lets you prepare those devices before they arrive.
- Your property-management team might provide a spreadsheet that links existing device serial numbers to physical asset tags. Importing that file updates the matching FileWave inventory fields for quick reference.

#### How

To import a file:

- Create a CSV or TXT file with a header row followed by one row for each device.

```
"Serial Number","OS Type","Device Name",comment,location,asset_tag
C02WP0hgHTDF,macOS,"HR-John-MBP","John's laptop","north site","123456"
ABC456123DEF,iOS,"ThatsABeautClark","no comment","Normal, IL","651241"
215487958754,Windows,"PR-Sal-1258","that other device","south site","654321"
```

<p class="callout info">The columns can be in any order, but a placeholder import must include at least a device name and OS Type. When updating existing devices, include a reliable matching field such as serial number.</p>

- Browse for the file with the Browse button (![Browse button](https://kb.filewave.com/uploads/images/gallery/2023-07/Z4bjEkBnOiEWDMjZ-embedded-image-rpwuunlf.png)).
- Preview your upload and continue to [Map Fields](#bkmrk-map-fields).

<video aria-label="Importing a device data file in FileWave Anywhere" controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/82"></source></video>

### Map Fields

<p class="callout success">Connect CSV columns with FileWave inventory fields</p>

Map Fields is where you match each uploaded column heading with the correct FileWave inventory field.

#### How

1. Open the field dropdown for a column.
2. Choose the FileWave inventory field that matches the column heading.
3. Continue to the **Actions** tab.

<video aria-label="Mapping imported CSV fields to FileWave inventory fields" controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/83"></source></video>

# Group Navigation (Devices View)

## What

Use the Groups pane on the left side of Devices to move around the device tree and change which devices appear in the list.

## When/Why

You will use group navigation constantly in Devices. It is the quickest way to move between locations, departments, smart groups, and other parts of your tree.

## How

The group tree reflects however you have organized groups and smart groups in FileWave. Each level is sorted alphabetically, just as it is in FileWave Central. Expand or collapse groups as needed, then select a group to show only that group's devices in the list on the right.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/88"></source></video>

<p class="callout success">Group selection is additive with the other Devices filters. For example, if you first filter for macOS and then select a specific group, the list shows only macOS devices inside that group. The filters do not change the group tree itself, so the pane on the left remains available for navigation.</p>

# Individual Device View

## What

The individual device view is a detailed level view of all pertinent details about any individual device. The URL for this view is always going to be in the form of https://my.server.address/devices/&lt;fw\_device\_id&gt;/info. This deep url allows you to easily share a link to this specific device with any other administrator.

## When/Why

We'll use this view extensively for general data browsing purposes, but especially when we are looking to troubleshoot the behavior of any particular device.

## How

The Device Detail view is accessed primarily by clicking on the name of any device showing in the Devices View:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/L7qtXvtB4UenrVEh-embedded-image-msvcvbfy.png)

Once you are in the detail view, you'll see tabs that break out all of the data. We'll cover each of the tabs in the articles linked to below

![](https://kb.filewave.com/uploads/images/gallery/2023-07/oKKkJ5tVY136GSKz-embedded-image-osxxxhu1.png)

<p class="callout success">You can send pertinent action commands to a device in the device details view from the vertical ellipsis (top-right):</p>

![](https://kb.filewave.com/uploads/images/gallery/2023-07/AQat1ZhAZfpYI7un-embedded-image-kk7tvdny.png)

### Applications

The Applications tab in the Device Detail view gives you a list of applications installed on the particular endpoint. The details provided differ by platform and type of enrollment. The view is directly linkable via https://my.server.address/devices/&lt;fw\_device\_id&gt;/apps

This view will gives us details on installed applications, which allows us to quickly look and see information such as what version of a particular application is installed. Note that the data that shows on this tab is only as accurate up until the last time the device reported inventory. Assume that you have a device that has been offline for 3 months in a desk drawer while you are rolling out a new version of Chrome. This view for that device is going to show an old version, as we would expect.

#### How

We access the Applications tab just by clicking on the tab at the top of the view. This view can be controlled by sorting and pinning columns. The filtering option for this table makes it really easy to isolate records.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/IJrdZ9lB1nb54R0d-embedded-image-vhgxir6n.png)

Certain enrollment types (like iOS BYOD enrollment) prevent the inventory of applications beyond the applications that are "managed". That is, with those devices, you can only see what has been installed by FileWave.

### Command History

The Command History tab is only shown for devices that are Apple MDM enrolled. This tab shows the recent history of MDM commands that have been sent to this device. Command History is reached at https://my.server.address/devices/&lt;fw\_device\_id&gt;/commands

This view is used very heavily whenever troubleshooting anything related to an Apple MDM device. For instance, if a device seems to not be getting a profile installed correctly, one might go to the Command History view to see the status of the latest Install Profile command.

#### How

Simply click on the Command History tab to see the latest info:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/ICT4lYT6Uf1hUAW9-embedded-image-6z4absuo.png)

Note that the default view is ordered showing most recent commands at the top. We hope to see "Acknowledged" as the state for any good command, but sometimes you might see errors as well, and this view gives good detail on what the issue may be as you can see below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/OxHZUVxTY9GYfc69-embedded-image-zwzpikue.png)

<p class="callout success">The Command History view has a special filter in the top-right of the view to filter by command states.</p>

![](https://kb.filewave.com/uploads/images/gallery/2023-07/U6smK9uSaxOIvTtz-embedded-image-i4kueoli.png)

### Device Info

The Device Info tab of the Device Detail view allows you to see the most pertinent inventory details about any particular device. In this view, you will see an overall deployment status, you can see how much memory a device has all the way to how many, and what type of Network cards are installed. The Device Info tab is addressable here: https://my.server.address/devices/&lt;fw\_device\_id&gt;/info

We'll use this view whenever we want to see device specific information. We could create a report to do the same thing of course, but this view is much simpler and quicker.

#### How

The Device Info tab is the default tab when you click on a particular device in the Devices view. You'll see some of the most used summary information at the top of the view:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/wSQiJIwKuepNfF84-embedded-image-9ykggshj.png)

With detailed tables below broken out into data categories. Here we are looking at network details for a Windows device:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/fAIUObmgr4AciHG4-embedded-image-wn48kjbr.png)

The sub-tables in this view do have their own filter. Filtering for search terms will highlight the content in the view:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/e7wP8QhHyMch48DD-embedded-image-pronjjfg.png)

### Groups

The Groups tab of the Device Details view gives information about in which FileWave Groups a device is located. This view is addressable at: https://my.server.address/devices/&lt;fw\_device\_id&gt;/groups

This group information is generally not actionable content, but sometimes can let you see that you have "surprise" group membership. That is, the device is in a group you didn't expect it to be in...perhaps from a custom field wrongly set, or a mistaken criteria on a smart group.

#### How

Just click on the Groups tab to see what FileWave groups the device is in as we have done on the Windows device below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/zv9zopRn53X1ZmxT-embedded-image-atkvvyan.png)

### Location

The Location tab of the Device Detail view gives information about the reported last location of a device. This tab is only shown if location data has been submitted for the particular device. The url for this tab is: https://my.server.address/devices/&lt;fw\_device\_id&gt;/location

Seeing this data is very helpful for either a lost or stolen device.

#### How

Simply click on the Location tab to see the map (if available):

![](https://kb.filewave.com/uploads/images/gallery/2023-07/V5wFG80LrTUI3faz-embedded-image-nxpgfco0.png)

### Media

The Media tab of the Device Details view shows documents that are managed on the endpoint through FIleWave. This tab will only show for iOS device types.

PDFs are the most common type of media delivered to endpoints, and the PDFs (once installed) will show in the Books app. You can get to the Media tab at the following url: https://my.server.address/devices/&lt;fw\_device\_id&gt;/media

#### How

Just click on the Media tab to access the data reported from the endpoint. As with all inventory, the data shown is accurate as of the last data submission from the device.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/nwZLfDAOgpiRGlWJ-embedded-image-lh7slraj.png)

### Payloads

The Payloads view is one of the most important tabs in the Device Details view. This table shows you all content assigned to the chosen endpoint and is accessable at: https://my.server.address/devices/&lt;fw\_device\_id&gt;/payloads

We will typically use the payloads tab to get summary information on payloads sent to (or pending) to an endpoint. This information can tell us where we have potential issues with deployments. It also can be very useful simply to backtrack how something is associated...that is, how that particular payload is assigned to this device.

#### How

Note that the Associations column shows how the individual payload is assigned. In this case, three individual associations and one association to a smart group:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/UBeiSOW0ZZsG0cM9-embedded-image-2pouivdp.png)

<p class="callout success">From the ellipsis to the right of any payload, you can choose to Reinstall if you have an error as you see below:</p>

![](https://kb.filewave.com/uploads/images/gallery/2023-07/nDTq6RpuAKRK6fIR-embedded-image-7dthmwzl.png)

### Software Updates

The Software Update tab shows all pertinent software updates for the particular device. The URL for this tab is: https://my.server.address/devices/&lt;fw\_device\_id&gt;/updates

Using this tab is an excellent way to see any missing patches for a particular device, which gives us a sense of the device's relative health.

#### How

Note that the updates that are shown will be any updates not yet applied, as well as updates deployed through FileWave that still have an association remaining. Examples shown below for macOS, Windows, and iPadOS respectively.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/imh4PQvkku3MpGw4-embedded-image-psu6udqo.png). ![](https://kb.filewave.com/uploads/images/gallery/2023-07/fmYuEImWxjqZyKrF-embedded-image-pkb5gumt.png). ![](https://kb.filewave.com/uploads/images/gallery/2023-07/UO9XahB2sZ0c6xtx-embedded-image-zzliakql.png)

Clicking on the "Install" button to the right of any update will associate that update to this particular device. A subsequent model update will make that change effective. While that association exists, you'll see a status for the particular update.

### Users

The Users tab in Device Details gives information about users who have logged into the endpoint. You can reach this tab at: https://my.server.address/devices/&lt;fw\_device\_id&gt;/users

Normally, we are going to use the users tab to get information about who has logged onto a device. Login count gives a pretty good indication of whom the primary user is (assuming of course that folks do logout/login occasionally).

#### How

Note that data will only show where it makes sense for the OS flavor. Below is an example of a simple Windows device:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/1rJ7SwY7YS3MM1Eo-embedded-image-ohvlfpst.png)

# Tree / List View Toggle

## What

The Tree/List View option in the Devices view changes how FileWave Anywhere displays the selected group. Tree view shows the selected group and its immediate contents, while List view flattens the selection so you can focus on devices in the selected group and its downstream groups.

## When/Why

Tree view is useful when you are browsing or managing the group structure itself. List view is useful when you want to work with the devices contained by a group and its child groups without seeing the nested group objects.

## How

Use the Tree/List View toggle in the Devices view to switch between the two layouts. The example below shows the same location in both views so you can compare the difference:

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/89"></source></video>

# Working with Groups and Smart Groups

## What

Groups and Smart Groups are core organizational tools in FileWave. They let you work with devices by purpose, department, location, platform, deployment need, or any other structure that matters in your environment instead of managing everything one device at a time.

## When/Why

Use groups when membership should be deliberate and administrator-controlled. Use Smart Groups when membership can be described by criteria and should update automatically as inventory, device details, or other matching data changes.

Good group design makes deployments, reporting, and day-to-day administration easier to understand. It also reduces one-off work because FileWave can target meaningful sets of devices instead of individual endpoints.

## How

### Groups

A group is a static container. You can place devices, other groups, and Smart Groups into it. Think of it like a folder: it is useful when you need a simple, intentional structure.

Manual groups are a good fit when the reason for membership is not something FileWave can reliably calculate. For example, if ten unrelated users purchased a licensed application, a manual group may be cleaner than forcing an artificial Smart Group rule.

To create a group, use the new group/folder control, give the group a unique name, and place devices or child groups where they belong.

The video below shows the basic manual group creation flow.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/90"></source></video>

#### Related content

- [Move to Group](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/move-to-group)
- [Copy to Group](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/copy-to-group)

### Smart Groups

A Smart Group is criteria-based. Devices become members automatically when they match the rules you define. Smart Groups are usually the better choice when you can describe the target set clearly and want FileWave to keep that membership current.

Common examples:

- Deploy an MSI to all Windows devices in the Accounting department.
- Deploy a VPP app to all third grade iPads.
- Deploy a PKG to all macOS devices.
- Deploy Photoshop to ten unrelated people across the environment — this is probably better as a manual group unless those users share reliable criteria.

The video below shows a simple Smart Group that matches Windows devices.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/91"></source></video>

Smart Groups are powerful, but the criteria should describe a stable target. Avoid rules based only on state that the associated deployment immediately changes, because that can create policy loops where a device repeatedly moves in and out of scope.

### Reports and condition groups

FileWave Central and FileWave Anywhere use Reports (formerly Queries) to return result sets. Smart Groups use similar criteria logic, but with a different purpose: Reports show information, while Smart Groups target devices for action.

Condition groups let you isolate logic when you need to combine **AND** and **OR** rules. If you know SQL, condition groups serve the same basic purpose as parentheses. A simple report for Windows or macOS devices may not need a condition group; a rule such as *(macOS or Windows) and Microsoft Office is installed* does.

The video below shows a condition-group example.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/92"></source></video>

### Conditions

Conditions define which devices or other objects appear in the result. Most Smart Groups and Reports use at least one condition so the result is narrowed from “everything” to the exact set you need.

Examples include platform, operating system version, installed application name, FileWave Client version, department, location, enrollment state, or custom fields.

The video below shows criteria being added to match example conditions.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/93"></source></video>

### Preview fields

When you build a Smart Group or Report, use the preview to validate the result before trusting it. If you are targeting devices by FileWave Client version, add the FileWave Client Version field to the preview so you can see whether the criteria are returning the devices you expect.

That quick check is often better than assuming the rule is correct just because it saved successfully.

The video below shows removing default preview fields and adding FileWave Client Version.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/94"></source></video>

### Finding fields for condition statements

If you know the field name, start typing and use type-ahead. If you do not know the exact field name, browse the field list and use field descriptions to confirm the right data source.

<p class="callout success">When you need context, open the Device Details page for a representative client. Seeing the field name and real data together makes it easier to choose the right condition.</p>

The video below shows using type-ahead and the field browser to find application fields.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/95"></source></video>

### Example conditions

Advanced Smart Group criteria are easier to build when you first write the requirement as a sentence, then translate that sentence into conditions.

- **Upgrade Windows clients below the target FileWave Client version:** OS Type is Windows, and FileWave Client Version does not begin with the target version prefix.
- **Find devices with Microsoft Office installed:** use condition groups to match Office application names and version patterns across Word, Excel, PowerPoint, Outlook, and other relevant Office applications.
- **Find Windows devices missing 7-Zip:** match Windows devices and use a **NOT** condition against the 7-Zip application name so the result returns devices where the application is absent.

### Related content

- [Understanding FileWave Clients, Groups, and Smart Groups](https://kb.filewave.com/books/filewave-central-anywhere/page/understanding-filewave-clients-groups-and-smart-groups)
- [Fast Smart Group Evaluation](https://kb.filewave.com/books/filewave-central-anywhere/page/fast-smart-group-evaluation)
- [Create a Smart Group from an Inventory Query (Report)](https://kb.filewave.com/books/filewave-central-anywhere/page/create-a-smart-group-from-an-inventory-query-report)
- [Duplicating Smart Groups](https://kb.filewave.com/books/filewave-central-anywhere/page/duplicating-smart-groups)
- [View - Reports Overview](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/view-reports-overview)
- [Fields in Reports (Preview)](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/fields-in-reports-preview)

# Device Actions

Device Actions are all of the "actions" or "commands" that you can execute against an endpoint from the FileWave WebAdmin. Actions are taken from the (...) button in the Devices view, or from the detail view of any particular device.  
  
Having inventory devices is never quite enough. We will frequently want to do something to the devices in the field immediately, and the Actions list is a way to do that. Note that all actions have some degree of pre-requisite...i.e the device might need to be supervised, or a certain command can't work if the device is BYOD user enrolled for instance. Some pre-requisites are accounted for in the UI and those commands won't show if not applicable. For instance, Wipe Device won't show if the device happens to be user enrolled.

# Device Actions Overview

## What

Device Actions are the commands you can send to a device from FileWave WebAdmin. Open the three-dot menu in the Devices view, or open the device details page, to see the actions available for that device.

## When/Why

Use Device Actions when you need to do something on a managed device right away, such as locking it, sending Verify, or clearing supported settings. The available actions depend on the device and its management state. For example, some actions require supervision, and others are hidden when they do not apply. A user-enrolled device, for example, will not show Wipe Device.

## How

In Devices, click the three-dot menu next to the device, or open the device details page and use the same menu.

![6kZZSwvWH0bHxnLE-embedded-image-omdest0f.png](https://kb.filewave.com/uploads/images/gallery/2023-07/6kZZSwvWH0bHxnLE-embedded-image-omdest0f.png)

# Clear Activation Lock

## What

The Clear Activation Lock command removes an Activation Lock that has been imposed on a device through the use of an AppleID and the FindMy options.

## When/Why

There are two main instances when you'll use this command...while erasing a device, Clear Activation Lock is an option of the Wipe Device command and can also be done as a direct command from the device actions menu:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/KXuHR0MzxynF1cQP-embedded-image-lwdodfg4.png)

## How

To clear an Activation Lock from a device, select Clear&gt; Clear Activation Lock

![](https://kb.filewave.com/uploads/images/gallery/2023-07/ZmoTx0VG7stAKErE-embedded-image-mdkklegq.png)

<p class="callout info">You can also configure Activation lock in the DEP profile.</p>

# Clear Passcode

## What

The Clear Passcode command is used to remove the current passcode that is assigned to a device. (Will not show unless a passcode is set on the device in question)

## When/Why

You can use this command clear that passcode (if set). Particularly useful when the user "forgot" the passcode.

## How

Use the ellipsis (![](https://kb.filewave.com/uploads/images/gallery/2023-07/XvMoYCTnuUuYmYQp-embedded-image-omzwb6bm.png)) to the right of the device in the [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices") and select "Clear Passcode"

# Clear Restrictions Passcode

## What

The Clear Restrictions Passcode command removes a passcode that was set to prevent restrictions from being changed. A restrictions passcode must already be set on the device for this command to appear in FileWave Anywhere.

<p class="callout info">You can also deploy an Apple Profile that prevents a restrictions passcode from being set.</p>

## When/Why

Use this command when a restrictions passcode was set and is unknown or forgotten. The device must be managed in a way that supports this command; for example, it cannot be sent to a User Enrollment BYOD device.

## How

In FileWave Anywhere, go to [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices"), open the ellipsis (...) menu to the right of the device, and select Clear Restrictions Passcode.

# Copy to Group

## What

A device can have many clones/alias/copies in many groups

## When/Why

Use this function to place a clone/alias/copy into many groups

## How

Use the ellipsis (...) to the right of the device in the [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices") and select "Copy to Group(s)"

# Edit Device Fields

## What

A device can have many fields both custom and built-in.

## When/Why

Use this option when a single device needs its inventory fields updated.

For changing many at once see [Upload Devices and/or Data](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/upload-devices-andor-data "Upload Devices and/or Data")

## How

1. Use the ellipsis (![](https://kb.filewave.com/uploads/images/gallery/2023-07/zkT7nMOKEU7byYR9-embedded-image-m1dp5cqq.png)) to the right of the device in the [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices") and select "Edit Device Fields"
2. From the edit device fields UI add, edit, or delete existing fields
3. Select "Save" when done

![](https://kb.filewave.com/uploads/images/gallery/2023-07/jYkvalg4WRVym8Qt-embedded-image-9ww3dvpn.png)

# Lock Device

## What

You can use Lock device in FileWave Anywhere to remotely lock a managed iOS device. If the device already has a passcode, that same passcode is still required to unlock it. If no passcode exists, the device can be unlocked without one.

## When/Why

Use this action when you need to lock a device immediately or confirm that the device can receive MDM commands.

## How

In [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices"), click the three-dot menu to the right of the device and select "Lock device".

![mBXgQ2c2T7zBbfYN-embedded-image-rzmvmelw.png](https://kb.filewave.com/uploads/images/gallery/2023-07/mBXgQ2c2T7zBbfYN-embedded-image-rzmvmelw.png)

# Move to Group

## What

The Move to Group command is similar to the Copy to Group command, but Move to Group will move the current object rather than copy it. This also means that the selected object must be capable of being moved. For instance, a copy in a smart group can be copied, but it can't be moved.

## When/Why

This command can be used with both Groups and devices and allows the move of objects (and their children). It is a very useful command, especially when reorganizing. Always remember though that you have to be very careful about unintended deployment related complications from using move. (That is, devices could lose or gain software inadvertently.)

## How

Use the ellipsis (![](https://kb.filewave.com/uploads/images/gallery/2023-07/QsTLniY8tE9hhd7n-embedded-image-8qnetjxe.png)) to the right of the device in the [View - Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/chapter/view-devices "View - Devices") and select "Move to Group..."

![](https://kb.filewave.com/uploads/images/gallery/2023-07/yLkcgRFYHFg2uhdQ-embedded-image-q3wggdxu.png)

# Performing Actions on Multiple Devices

## What

We are pleased to announce that in version 14.5+ of the FileWave WebAdmin console, you can now perform "Actions" on multiple devices at a time.

## When/Why

When managing a large environment, it is a frequent occurrence to want to make the same change to multiple devices at one time. Version 14.5+ of the WebAdmin console now gives you the ability to perform like-actions on multiple devices at the same time. This is especially important when we want to do something like erase multiple iOS devices, or maybe bulk-change a custom field.

## How

It is very simple to use this feature. In the Devices view, simply choose multiple devices by selecting the checkboxes in the tree-view as shown:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/0XcYq5pcNQQdyHDn-embedded-image-qtxyhgqz.png)

Then, when you select the Action menu, and possible bulk actions will be shown:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/WWnfrtj63BoCkc0k-embedded-image-rqfocjpl.png)

<p class="callout warning">Note that you will only see Actions that are available for the types of devices chosen. In the above case, because we have two iPads chosen, we see elements available for iPads, such as Wipe and Restart. If we were to mix client types though (such as Windows devices), the list of actions would not show either of those iPad-specific options.</p>

# Remove from Group

## What

Use "Remove from Group" when you want to remove one copy of a device from a manual group without deleting the device from FileWave.

## When/Why

This is useful when a device no longer belongs in a specific manual group, or when that group should stop applying deployments to that copy. The device record remains in FileWave, other copies of the same device remain unchanged, and inventory data is preserved.

If the group copy was receiving content through a deployment, removing the copy from the group also removes that group-based deployment path for the device. Use "Remove from system" only when you intend to delete the device record from FileWave.

## How

Select a device copy in a manual group, open the (...) action menu, and choose "Remove from Group":

![FileWave Anywhere device action menu showing Remove from Group](https://kb.filewave.com/uploads/images/gallery/2023-07/BE7VR9VX8CcuY5cJ-embedded-image-00ggva6g.png)

# Remove from System

## What

The "Remove from System" command is what you might remember from the native FileWave admin as "Delete", and it has the same consequences. But, in the native admin Delete was the same for the original object and the copies, even though the result was different. The WebAdmin has split this into two commands to help clarify.

## When/Why

The "Remove from System" command entirely (and destructively) removes a device and all of its copies from the system. Any payloads through deployments will be lost, and all inventory from this object will be removed from the system. In the case of an MDM-enrolled device, the deletion acts as an unenroll and can not be reversed. The model has to be updated in order to fully remove the device from the system.

<p class="callout warning">An un-enrol will be triggered, only if the following FileWave Central preference is enabled:  
  
 Preferences &gt; Mobile &gt; 'Remove MDM profile from devices removed from FileWave model'  
  
This preference will send a command to remove the enrolment profile, which should be honored by devices, even if the enrolment profile is configured to be non-removable in DEP settings.</p>

For client devices, they will check in again as long as a client remains installed but has to be onboarded again.

<p class="callout warning">Note; Remove from System is a destructive command, and should only be done when you are certain.</p>

## How

To perform this action, choose "Remove from System" from the Device action menu (...) and Update Model when finished.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/1N5zn1v3EswJozxR-embedded-image-lukdh357.png)

# Rename

## What

The "Rename" command as the name implies is a command for renaming a device. The behavior of this command varies widely based on the OS of the device and other factors.

## When/Why

In its simplest form, this command (&lt;iOS 12 with no naming restrictions or iOS 13+ with or without restrictions) will send an MDM command to rename the device itself, and rename the record for the device within FileWave. If a computer client, or an iOS device with renaming restrictions, is the recipient of the command then the device itself will NOT be renamed, but the record within FileWave will have the name updated to reflect the chosen name. (This isn't highly recommended though as it can become confusing to support)

<p class="callout danger">Renaming devices in FileWave can be complex and have unintended consequences. Before any mass-updating of device names, we suggest you check your plan with our Service Desk folks to ensure the plan is solid.</p>

## How

To send the Rename command, choose "Rename" from the Device Action menu (...):

![](https://kb.filewave.com/uploads/images/gallery/2023-07/6wqeaF2QtcmWQsgJ-embedded-image-34om86si.png)

Note that there is a followup prompt to choose the device name you would like:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/9bG9aDIbTaNZI5cL-embedded-image-wqilmon2.png)

# Restart (Windows)

## What

Starting from FileWave version 14.7+ we added support for remotely rebooting a Windows system from both the Web and Native administrators.

## When/Why

As an IT administrator, a remote reboot is sometimes required to address a problem or complete an installation.

## How

This new action can be performed from both the Web and Native admin interfaces.

<p class="callout danger">There is no "confirm" dialog when issuing the restart command. Choosing the command directly executes the restart action.</p>

### FileWave Central

In the Native admin there is a **Restart Windows Devices** command that can be seen when right-clicking one or multiple devices as shown here:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/9bn8TudQRqieSK5x-embedded-image-brnmioip.png)

### FileWave Anywhere

In the Web Admin there is a Device Action seen when viewing the details of a device:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/7deATUClgl4Z5Arl-embedded-image-8to80me7.png)

And, from the devices view, you can also select multiple devices as shown and then Restart several at once:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/1Aod10V6WbnouPIf-embedded-image-64hwaaoj.png)

After issuing the reboot command a dialog will be seen by any logged-in user that will look similar to the first dialog below. Note that the below images are from Windows 11, and this will look slightly different on Windows 10.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/7VzeO8tI6fOI1GBn-embedded-image-6uywgj9g.png)

.

3 minutes after the first dialog appears another dialog will display similar to the below dialog. After this second warning has shown indicating that a device reboot is 2 minutes away the Windows system will reboot 2 minutes later.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/fn2ziPIFWs1zSRsk-embedded-image-wwi04t5m.png)

.

# Send Verify Command

## What

The Send Verify command is one of the most frequently used commands because it is such an excellent way to find out "Is stuff working?"

## When/Why

This command sends a series of inventory requests to the device in question. Basically we are asking the device "Tell me all about yourself". It is exceptionally useful to measure the speed of MDM command processing, and brings all device information up to date. What actual inventory commands are sent though are defined by the type of device and type of device enrollment.

## How

We can execute the "Send Verify" command from the Device action menu (...) and from the device detail views (![](https://kb.filewave.com/uploads/images/gallery/2023-07/5NQhkNRWtDZsGkP6-embedded-image-jtfqrgby.png)):

![](https://kb.filewave.com/uploads/images/gallery/2023-07/my1jB7ad5q232B1q-embedded-image-5xr145xe.png)

Note that we can watch the progress of this (and other) MDM commands from the Device Detail View Command History tab.

## Related Content

- [NAT Support for Client Monitor/Verify](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/nat-support-for-client-monitorverify "NAT Support for Client Monitor/Verify")

# NAT Support for Client Monitor/Verify

## What

FileWave can send a **Verify** command to managed devices even when the admin workstation does not have direct network line-of-sight to the client. This is useful for remote devices behind NAT, at home, or on networks where the admin console cannot directly reach the device.

## When/Why

Use Verify when testing a new payload or Fileset, troubleshooting check-in behavior, or prompting a remote client to re-evaluate assigned content. Historically, Client Monitor workflows depended on direct network reachability. Current FileWave workflows provide a remote-friendly path from FileWave Anywhere, and the 16.0+ Client Monitor adds broader NAT-compatible monitoring.

## How

From the **Devices** pane in FileWave Anywhere, open the device action menu and choose **Send verify command** for a single device:

[![FileWave Anywhere device action menu showing Send verify command for one device](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/Fy44ZCJLrf47zpxN-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/Fy44ZCJLrf47zpxN-image.png)

You can also select multiple devices and send the same Verify command to the selected devices:

[![FileWave Anywhere multi-device action menu showing Send verify command](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/wiDFqxND8igMwAKQ-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/wiDFqxND8igMwAKQ-image.png)

From an individual device page, use the **Verify** action in the device toolbar:

[![FileWave Anywhere device page showing the Verify action](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/VjQTLrrizDTsYlJ8-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/VjQTLrrizDTsYlJ8-image.png)

Client Monitor includes additional troubleshooting tools beyond the Verify workflow shown here. For the current 16.0+ Client Monitor behavior, including NAT-compatible monitoring through the newer connection model, see the related Client Monitor article.

## Related Content

- [Performing Actions on Multiple Devices](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/performing-actions-on-multiple-devices "Performing Actions on Multiple Devices")
- [Client Monitor (16.0+)](https://kb.filewave.com/books/filewave-central-anywhere/page/client-monitor-160 "Client Monitor (16.0+)")

# Set Tracking Mode

## What

Tracking Mode controls whether FileWave requests location information from a managed device. Location availability depends on the device platform, enrollment type, operating-system privacy controls, and user choices on the device, so results can vary.

## When/Why

Some organizations use tracking for ongoing device-location visibility, but the most common practical use is **Missing** mode for supervised iOS and iPadOS devices that have been misplaced. FileWave Missing mode uses Apple's Lost Mode functionality to lock the device and help locate it.

## How

From the device actions menu, choose **Set tracking mode**, then select one of these modes:

- **Untracked:** The default mode. FileWave does not request ongoing location data.
- **Tracked:** FileWave performs occasional location lookups when the platform and device settings allow it.
- **Missing:** FileWave places supported supervised Apple devices into Missing/Lost Mode.

![FileWave Anywhere device action menu showing Set tracking mode options: Tracked, Untracked, and Missing](https://kb.filewave.com/uploads/images/gallery/2023-07/czwh4kEozsxJa8fx-embedded-image-ss3awln2.png)

<p class="callout danger">Location data is treated as personally identifying information by operating systems and may require specific permissions, supervision, enrollment types, and end-user consent. Review [Location Tracking Setup](https://kb.filewave.com/books/filewave-client/page/location-tracking-setup) before relying on tracking for a workflow.</p>

When FileWave receives location data from the device, the device appears on the map in the **Location** tab of Device Detail.

# Wipe Device

## What

The command name of "Wipe Device" is probably warning enough, but this command is a destructive command to erase the current device. In v14 of the WebAdmin, this command is restricted to iOS devices.

## When/Why

With iOS devices, the Wipe command is the equivalent of being local to the device and clicking on the Erase all Contents and Settings command. This command is frequently used whenever you want to erase and re-enroll a device in FileWave MDM.

<p class="callout danger">As stated above, the Wipe Device command is a destructive command.</p>

## How

To execute the command, simply choose "Wipe Device" from the Device Action command (...):

![](https://kb.filewave.com/uploads/images/gallery/2023-07/ipC5tMXTYK82pZhr-embedded-image-icxwtjwh.png)

Note that there is a subsequent dialog to choose options:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/LdR0CtIUQlvASyc0-embedded-image-xbm9lwex.png)

Remove Activation Lock is particularly important so that if an Activation Lock exists it will be removed during wipe...otherwise you are left with a device prompting for AppleID credentials.

<p class="callout success">Activation Lock properties can now be set in DEP profiles to control when/if Activation Lock can be used.</p>

## Related Content

- [Apple ID prompt still appears even when Activation Lock Bypass Code is used during Remote Wipe](https://kb.filewave.com/books/ios-ipados/page/apple-id-prompt-still-appears-even-when-activation-lock-bypass-code-is-used-during-remote-wipe "Apple ID prompt still appears even when Activation Lock Bypass Code is used during Remote Wipe")

# Windows MDM Wipe Command

## What

FileWave Anywhere can send a Wipe command to Windows devices that are enrolled through Windows MDM. Windows MDM is separate from a standard FileWave Client (`fwcld`) enrollment; for enrollment context, see [Manually enrolling a device into FileWave Windows MDM](https://kb.filewave.com/link/177).

## When/Why

Use the device action menu when you need to wipe an MDM-enrolled Windows device.

<p class="callout warning">The Wipe option is visible only for Windows devices that are enrolled through Windows MDM.</p>

## How

- Select the Windows device.
- Open the ellipsis action menu.
- Choose **Wipe**.

![dyV52Yj2cfCEMpiM-embedded-image-ijvfzjyn.png](https://kb.filewave.com/uploads/images/gallery/2023-07/dyV52Yj2cfCEMpiM-embedded-image-ijvfzjyn.png)

![pbfdv6hQ3JhreECS-embedded-image-didff3xd.jpeg](https://kb.filewave.com/uploads/images/gallery/2023-07/pbfdv6hQ3JhreECS-embedded-image-didff3xd.jpeg)

# View - Imaging (Windows)

# View - Imaging Overview

## What

The Imaging View shows us information for Windows imaging related associations, and allows us to create new.

## When/Why

We are going to use this view whenever we want to check that a device has an imaging assignment, if we want to assign an image to a device for future imaging purposes, or if we want to change current association settings.

## How

Creating, deleting and editing associations are available in this view and are covered further in the articles linked below. Having an image associated is the only way the IVS (Imaging appliance) knows what Windows image to assign to a device.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/dH8aAPk8e5Gm8es1-embedded-image-ildsuln5.png)

# Imaging Association Deletion, Enable and Disable

## What

Existing imaging associations can be deleted, enabled, or disabled, depending on their current state.

## When/Why

Deleting an association removes the link between an image and a device. Use it when you no longer want that device associated with the image, which helps prevent accidental imaging.

Enable and Disable toggle whether the association can be used. IVS automatically disables an association during imaging to help avoid re-imaging a device that was just imaged. You can manually enable the association again when you are ready to reuse it.

## How

Select one or more associations in the Imaging view, then use the bottom action bar to delete, enable, or disable them:

![Image 2023-05-24 at 9.04.28 AM](https://kb.filewave.com/uploads/images/gallery/2023-07/VBct15snNyGt441O-embedded-image-jfew73wh.jpeg)

# Imaging Association Properties

## What

Image Associations are how we assign a captured Windows Image to a device for re-imaging. Every association has three basic properties: the image, driver packs (if used), and what devices are assigned.

## When/Why

We will edit the properties when we initially create an association, and whenever we edit one.

## How

The image selected is limited by the images that have been previously created (creation can only be done in FileWave Central), but most organizations have one image per Windows version, and per bios type (MBR or UEFI), depending on devices.

Driver packs don’t always have to be used, but best practice would be to do so. In practice that means that you would have an imaging association for every combo of image/device type. The below example shows assignment of a driver pack for a specific device type.

Multiple devices can be assigned in one association addition so that you don’t have to repeat the process individually…conceptually you’ll see these are handled very much like Deployments, although after creation they are stored as individual associations.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/lzpwfnJvJVENRO31-embedded-image-n60bcwvw.png)

# Create Imaging Association

## What

Use the **New Image Association** button in the imaging association view to assign a Windows image to one or more devices. A driver pack can also be selected when the device model requires one.

![New Image Association button](https://kb.filewave.com/uploads/images/gallery/2023-07/3ja0zARWEzC2oX0q-embedded-image-ucbg1abt.png)

## When/Why

Create an imaging association when a Windows device needs to be linked to the image it should receive during imaging. Each device can have only one active imaging association at a time.

![New Image Association form with Choose Image, Select Driver(s), and Select Device(s) controls](https://kb.filewave.com/uploads/images/gallery/2023-07/eQUJS6jz3fQZvxih-embedded-image-uc0ngm8g.png)

## How

Choose the image with **Choose Image**, add an optional driver pack with **Select Driver(s)**, and choose the target device or devices with **Select Device(s)**. Save the association after the required image and device selections are complete.

<p class="callout info">If you add an association for a device that already has one, FileWave prompts you to either overwrite the existing association or cancel.</p>

![Overwrite Association confirmation dialog with Cancel and Overwrite buttons](https://kb.filewave.com/uploads/images/gallery/2023-07/v8P39zpR4zdmN6sY-embedded-image-0q1m2lem.png)

# View - Licenses

The Licenses View shows us licensing information for VPP related apps. This is a great view within the WebAdmin to take the temperature of the environment as far as licensing availability for VPP. Policing this view occasionally can help us avoid some of those "surprises" that pop up from time to time. Note that this view gives us excellent summary information on available licenses:

# View - Licenses Overview

## What

The Licenses View shows us licensing information for VPP related apps.

## When/Why

This is a great view within the WebAdmin to take the temperature of the environment as far as licensing availability for VPP. Policing this view occasionally can help us avoid some of those "surprises" that pop up from time to time.

## How

Note that this view gives us excellent summary information on available licenses:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/MiNB4Wess4unp98j-embedded-image-7pwqjjda.png)

# View - Payloads

Profiles allow you to control settings, features, and capabilities for Apple devices; iOS, macOS, iPadOS, TvOS. Devices may need profiles for initial configuration (like to allow them to join a network), in reaction to a request (like please disable the camera on the devices), or to configure settings at anytime.

# About Profiles / Policies

## What

Profiles and Policies are conceptually the same. They are used to manipulate the configuration of a device using a standard framework.

## When/Why

You can create Apple Profiles, Windows Profiles, Google Policies, and FileWave Policies on the Create Configuration button in the Payloads section.

## How

Apple Profiles - To be added

[Windows MDM Policies (aka Profiles)](https://kb.filewave.com/books/microsoft-windows-mdm/page/windows-mdm-policies-aka-profiles "Windows MDM Policies (aka Profiles)")

Google Policies - To be added

FileWave Policies - To be added

# Add Profile

## What

Apple profiles let you control settings, features, and restrictions for iOS, iPadOS, macOS, and tvOS devices.

## When/Why

Use profiles for initial setup, requested restrictions, and ongoing configuration changes. Common examples include Wi-Fi settings, camera restrictions, wallpaper settings, certificates, privacy controls, and other managed-device behavior.

## How

Select the plus (![plus icon](https://kb.filewave.com/uploads/images/gallery/2023-07/UzMfGdMjQQSb4PfZ-embedded-image-cpwemhki.png)) in the top right to open the profile editor for a new profile.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/98"></source></video>

### Basic Profile Properties

Every configuration profile needs a few basic properties before it can be saved. At minimum, set a profile name and add at least one payload category.

#### How

The three most common elements to set, or change from the default value, are highlighted below:

![FileWave profile editor highlighting Name, Security, and Installation Scope](https://kb.filewave.com/uploads/images/gallery/2023-07/7AL26aI2brkCqIZL-embedded-image-rfmkgpl8.png)

In order, those elements are:

- **Name:** Must be unique, should be descriptive, and cannot be left blank.
- **Security:** Specifies when this profile can be removed by the user.
- **Installation scope:** Defines whether the profile installs for the system or for the user of the device.

The highlighted warning in the screenshot is a reminder that the profile must contain at least one payload category before it can be saved.

### Navigating an Apple Profile

Configuration profiles are straightforward, but finding the right setting can take a minute. Use the platform, OS version, and search filters in the profile editor to narrow the list of available payload items.

#### How

For example, assume you want to set the wallpaper for an iOS device. Start by choosing the platform in the upper left:

![FileWave profile editor platform filter set to iOS](https://kb.filewave.com/uploads/images/gallery/2023-07/M0tDiE975R7MXHjo-embedded-image-iufwinmu.png)

Once the platform is set, the list of profile categories becomes smaller. If you know a setting is tied to a specific OS version, you can also use the version filter, though most profile builds do not need it.

With the platform filter in place, search for `wallpaper` to narrow the payload list further. The matching payload names are highlighted in the editor:

![FileWave profile editor search results for wallpaper](https://kb.filewave.com/uploads/images/gallery/2023-07/Ed7IFLT01wIExyCz-embedded-image-3s5bqnlu.png)

### Setting Profile Payloads

The purpose of a configuration profile is to change endpoint configuration. The exact settings, and how they behave, depend on the payload you choose.

Profile work usually falls into two categories:

- Settings you have already built and tested before.
- New settings you have not worked with yet.

The first category is usually routine. For example, if you have already created Wi-Fi profiles for 41 locations, building the 42nd profile should be familiar.

For new settings, use both testing and documentation:

1. Experiment and test on a device you can inspect directly.
2. Use Apple's current device-management documentation: 
    - [Intro to device management profiles](https://support.apple.com/guide/deployment/intro-to-device-management-profiles-depc0aadd3fe/web)
    - [Intro to device management payloads](https://support.apple.com/guide/deployment/intro-to-device-management-payloads-depd73c1b83c/web)
3. For third-party payloads or settings, use the vendor's documentation.

FileWave, like other MDM providers, exposes settings defined by Apple or the relevant vendor. Those references are the authoritative source for what a payload key means and which OS versions support it.

#### How

Defining every MDM payload is outside the scope of this Knowledge Base, but these practices will keep profile work safer:

- Build profiles, especially restrictions, as small and focused as possible. Avoid mixing unrelated settings in one profile when you can. 
    - This makes exceptions easier later because you do not have to split a large mixed profile apart.
- Test, test, and then test again against a device you control.
- Never create and deploy a profile directly to production without testing.
- Be especially careful when editing profiles that are already assigned, particularly Wi-Fi profiles or anything else where a mistake could disconnect devices or break management.

Here is a simple example that sets a wallpaper and prevents it from being changed. Notice that it uses two related payloads:

![FileWave profile editor showing wallpaper and restrictions payload settings](https://kb.filewave.com/uploads/images/gallery/2023-07/oszGMlhkeSQWOWlv-embedded-image-qzbbcvsp.png)

# Editing Payloads / Payload Properties

## What

We can edit profile payloads in the WebAdmin, change payload properties for all other payload types and do some basic reporting in the Payload view.

## When/Why

Editing a profile is straightforward, but we can do more than that in the payload view. We can also change payload properties of any payload, and report on distribution (which is especially useful).

## How

Clicking on any payload will bring up a detail payload view:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/h71UnyaTYU1r1HLh-embedded-image-7ym4ntga.png)

This view will differ a little depending on the type of payload. See below that a VPP payload shows licensing info that you won't see on other fileset types:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/hRYtVbogD3nDOWxv-embedded-image-848ydd55.png)

<p class="callout danger">You'll note that in payload properties there is no "Save" button. All changes made to payload properties (like platform requirements) are immediately saved, and will become effective on next model update.</p>

<table id="bkmrk-payload-tab-example-"><tbody><tr style="background-color: rgb(251, 238, 184);"><td>Payload Tab

</td><td>Example

</td></tr><tr><td>The Payload Info Tab shows:

- Summary information on deployment
- Verification Settings
- Kiosk Icon
- Reboot flag

</td><td>![](https://kb.filewave.com/uploads/images/gallery/2023-07/K2XxuWT50Alhoqsh-embedded-image-yltkxlth.png)

</td></tr><tr><td>The Devices Tab shows the devices that have this payload assigned, and their current status.

</td><td>![](https://kb.filewave.com/uploads/images/gallery/2023-07/I9oxHtb4VP86ni4o-embedded-image-ukxdxghr.png)

</td></tr><tr><td>The Platform Requirements tab is where we specify on which platform the payload is provided.

</td><td>![](https://kb.filewave.com/uploads/images/gallery/2023-07/5lfu0MZ7VmnsLkM1-embedded-image-j4l76gix.png)

</td></tr><tr><td>The Dependencies tab is where we specify relationships between payloads for simpler deployment.

</td><td>![](https://kb.filewave.com/uploads/images/gallery/2023-07/flZuUaUfMWBaGv4g-embedded-image-jkpko7jv.png)

</td></tr><tr><td>For VPP payloads only you'll see a tab that shows licensing details

</td><td>![](https://kb.filewave.com/uploads/images/gallery/2023-07/f1PLFATFNmqqaYCE-embedded-image-nqddprgt.png)

</td></tr></tbody></table>

# FileWave Anywhere Payload Script Editor

## What

FileWave Anywhere script editor allows you to interactively edit script content in any payload that allows scripts.

## When/Why

We'll use this feature any time we want to make a quick edit to a script within a payload. If we need to make extensive changes, it is probably still better to work in an outside code editor because changes to published scripts will automatically be sent to all affected devices on next model update. So, be very careful with this tool, and as always, test before you deploy.

## How

To enter the script editor, you simply go to the Scripts tab within any supporting FileWave payload/fileset. Click the edit button to edit the script. You can also drag and drop scripts between types and remove them from the payload as well in this view. Example script shown below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/tnRka0JWVbZvihJr-embedded-image-zfcp9nit.png)

## Related Content

- [Script Best Practices](https://kb.filewave.com/books/filewave-general-info/page/script-best-practices "Script Best Practices")
- [Fileset / Payload Script Exit Code Status](https://kb.filewave.com/books/filesets-payloads/page/fileset-payload-script-exit-code-status "Fileset / Payload Script Exit Code Status")

# Payload Actions (Move/Remove)

## What

Apart from editing payloads, you can also move them to another location and remove them entirely.

## When/Why

Typically we'll want to move payloads whenever we are reorganizing in general, or we just did something silly like create a payload in the wrong location.

## How

Moving or removing a payload is as simple as clicking the ellipsis to the right of the item and choosing the appropriate action:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/8AsyefCqgHRvluuO-embedded-image-o7m7lvyf.png)

# Payload Groups

## What

Payload groups are used to generally organize payloads and to mass assign payloads to groups of devices.

## When/Why

We'll use these groups whenever things get a little bit messy. They can be very helpful to organize and we highly recommend that you don't let your payloads get out of control without some type of storage system. A lot of FileWave customers also use these groups to create associations (deployments) for many apps/profiles to devices.

## How

Creating a group is simple...you just click the new group icon in the upper right (![](https://kb.filewave.com/uploads/images/gallery/2023-07/IiHaM6xNzyzk8jpB-embedded-image-ftboa8el.png)). Payload groups can also be nested below other groups, so your storage can be quite detailed. Take a look below at creation of a new group and then the move of a group (and its children) as well:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/97"></source></video>

A few rules about payload groups:

- Payload group names must be unique
- Payload groups always create at the root of the tree
- Payload groups can be moved to another location (and nested)
- If you move a payload group, the group (and anything below it) will be moved

# Upload Profile

## What

Of course, FileWave provides an editor to create configuration profiles from scratch. But, you can also import pre-existing configuration profiles (.mobileconfig).

## When/Why

If you have already created a profile or another system created a profile for you, then you can import that work into FileWave with the WebAdmin.

## How

1. Create new profile (![](https://kb.filewave.com/uploads/images/gallery/2023-07/Y9FPU1FPpE8g2pEQ-embedded-image-vsw4iqmb.png))
2. Upload icon (top right), to browse, and open the existing mobileconfig file
3. Save

Example shown below:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/96"></source></video>

# MSI & PKG Payloads

## What

The FileWave Anywhere console, from version 14.5+, now supports the creation of computer payloads (filesets) for MSI &amp; PKG distributions.

## When/Why

MSI and PKG installers are the industry standards for Windows and macOS devices respectively. The FileWave Anywhere console now allows you to create these simple payloads directly from the web application.

## How

We'll start by simply clicking the [![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/4wF3y2p6XtCU9Ia8-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/4wF3y2p6XtCU9Ia8-image.png) icon in the Payloads view. We'll give the new payload a name (in this case we'll create a payload for the native FW admin console for Windows), and then click on one of the Add File options as shown:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/tzarfL7G81UCnYu1-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/tzarfL7G81UCnYu1-image.png)

Once the file is selected, upload will begin right away:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/f2lYJq5O7dfiBdtr-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/f2lYJq5O7dfiBdtr-image.png)

There are two distinct advantages to creating payloads like this in the Anywhere console:

1. The file uploads **WILL** recover from a temporary network interruption
2. You need not stay in this upload screen for the payload to continue uploading (meaning you can go to other places in the admin, or even start additional payload uploads concurrently)

Once the payload is uploaded, you can perform simple payload manipulation, like removing or replacing a file and setting installer properties:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/W6CbxzlhvR5i8vP5-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/W6CbxzlhvR5i8vP5-image.png)

The FileWave Anywhere client payload tools do not have all capabilities currently in the native admin, so if you need script support in conjunction with a payload such as this, or want to use revisions, you'll still need to use the native admin at this time. More to come on this front though!

Any edits made to payloads in the FileWave Anywhere console are immediately effective...meaning there is no "Save" button for modifications, so use appropriate caution when editing.

# View - Reports

# View - Reports Overview

## What

In many ways, Smart Groups and Reports are the same thing. In both cases the concept is to programmatically identify devices. The difference between the two objects has to do with intent...Smart Groups are created so that you can DO something to the devices in questions, whereas Reports are used to simply "report" on things, such as software rollout progression.

## When/Why

We are going to use a reports to help us identify problem areas (proactive management), and to track progress of ongoing projects. The contents of reports can additionally be used to feed the FileWave customizable dashboard for aggregate reporting.

## How

We'll go into depth on creating reports in the below links, but here is a quick preview of creating a report to look at Firefox across the environment.

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/76"></source></video>

Note that reports have several available actions:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/PWvKMz8MQTIY1s9w-embedded-image-ti5pussk.png)

You can Open the Report (view the contents of the report), Edit the Report (see and then change the conditions of the report), Remove a Report (delete it), or Move to Group (move the report to a group for organizational purposes).

# Report Creation/Editing

## What

Creation of a new report is used for the intent of reporting on some condition, like the version of an application or how much free space devices have.

## When/Why

We will typically use reports both for ourselves (to get a feel for the state of the environment), and they are also very useful for communicating "status" to senior management.

## How

We'll go into the details of building reports in the articles linked below, but we'll simply start with creation of the report and giving it a name.

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/77"></source></video>

Each report we create has the ability to report on one of the following:

- Devices (Lists devices based on a criteria)
- Applications (Useful for seeing what is installed)
- Licenses (For reporting on License utilization)
- Payloads (For showing information on items you are deploying)
- Boosters (For information about boosters)

# Fields in Reports (Preview)

## What

When we are building smart groups and reports, it is very helpful to have a live representation of what our query is returning. This data preview (the bottom half of the smart group/report definition window) gives us this data live as we edit the query. Frequently though, we want different fields in this preview than what are given to us by default.

## When/Why

Let's assume for a moment that we want a smart group or report that contains information on FileWave clients that have not been upgraded to version 14. Now, we can edit our conditions to say "FileWave Client Version" ≠ 14.0, and we can just trust that this works and we have the proper results. *Yeah, we wouldn't trust that either!*  Much better to actually put the FileWave Client Version field into our preview so that we can "eyeball" the data to make sure it is right.

## How

Watch below as we remove some of the default provided fields and add FileWave Client Version:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/78"></source></video>

<p class="callout danger">Note that in Version 14, smart groups do not have preview fields, but this will be added shortly.</p>

# Report Condition Groups

## What

Condition Groups within Reports and Smart Groups are a method of isolating specific logic for data queries.

## When/Why

Condition groups are always used when you need to combine AND with OR logic within the same report. If you are familiar with SQL, Condition Groups in FileWave are the equivalent of parentheses in SQL. If you wanted a report that looked at all Windows or macOS devices, you wouldn't need a condition group, but as soon as we look for something like macOS or Windows ***AND*** Office is installed, then we need a condition group, because we need to combine AND with OR.

## How

Following our example from above, watch below as we create the more complex smart group/report using condition groups:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/79"></source></video>

## Digging Deeper

Note that you'll find some quite complex examples of advanced condition groups in the Reports view under Sample Queries:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/ZvGfvPSyhd6K4z7y-embedded-image-o8i3yqd2.png)

# Report Conditions

## What

Conditions are used to define what devices or other elements will show in the results of our smart group or report.

## When/Why

We will almost always use at least one condition in a smart group or report (unless we wanted to see literally every device). The conditions allow us to refine the list down from "everything" to just specific devices, such as "Windows devices that have an older FileWave client".

## How

Watch below as we specify criteria (conditions) to match our example above:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/80"></source></video>

# Report Groups

## What

Report Groups are used for basic report organization.

## When/Why

Over time, you'll find that hundreds of reports will clutter up your Reports view. Report groups give you a way to organize reports into logical groups and enable us to navigate the user interface more easily. Report groups server no purpose other than organization, unlike payload groups which have dual purpose. Report groups can not be nested, and must all have a unique name.

## How

Creation of a report group is quite simple as you'll see below, where we both create a group and then Move a report into it:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/81"></source></video>

# Viewing Reports

## What

Viewing (Opening) a Report is simply done to see the contents of the report.

## When/Why

From this view, we can see our detailed line items and make conclusions based on what we see. For instance, in the below we might review this report and say to ourselves "We need to update our payloads for Firefox for both Windows and macOS devices:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/X6pHnWvwVFRxiKhf-embedded-image-rdilf8dq.png)

## How

Actually viewing a report is as simple as clicking on the report name in the list. Alternatively, you can click on "Open Report" from the action menu. Note that when you are viewing a report, you can get to the report definition (and edit from there) by clicking on the Details button highlighted below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/x7DiMuxnbz89tcY8-embedded-image-04mhkcdj.png)

# View - Software Updates

The Software Updates view shows us all patches that have been discovered as "needed" in the environment. An important part of device lifecycle management is patching and updating systems. This view will allow you to see the available software updates that Microsoft, Apple, and others have provided. As your environment lives and breathes over time, this list will continue to change

# View - Software Updates Overview

## What

The Software Updates view shows us all patches that have been discovered as "needed" in the environment.

## When/Why

An important part of device lifecycle management is patching and updating systems. This view will allow you to see the available software updates that Microsoft, Apple, and others have provided

## How

As your environment lives and breathes over time, this list will continue to change, example below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/5hh5SmJIIKT6ChrA-embedded-image-gokpjmjw.png)

Click on an any update's name to see status and manually install on individual devices

click on the ellipsis (![](https://kb.filewave.com/uploads/images/gallery/2023-07/USXyScwqhw0P7WSY-embedded-image-rgr5papq.png)) to auto deploy for all devices.

# Software Update Detail View

## What

The Software Update detail view shows specific information about any particular patch needed in the environment. You get to this view by clicking on any particular update link from the Software Update view.

## When/Why

There are two things this view really gives us: a view of all devices missing this patch, and the ability to assign the patch to all present (and future) devices that may need it.

## How

The reporting aspect of this view is really helpful. "Deploy to all requesting devices" will automatically set this patch to be installed on any device that needs it now, and any device that ever asks for it in future.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/7VSOye5oOzXWteJ1-embedded-image-rqsjyu9g.png)

# Software Updates: Deploying to Groups

## What

With Version 14.5+ of the FileWave WebAdmin, you can now deploy Software Updates to groups of devices.

## When/Why

This feature is very helpful for us when it comes to deploying patches to groups of devices. Typical uses would be for assigning patches to Patch Testing groups. or department-based devices.

## How

To utilize group deployments, go to Software Updates→ Any individual update and you'll notice the Groups on the bottom left:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/bDyxpks0nShFprUC-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/bDyxpks0nShFprUC-image.png)

Groups are only used once you add them (future iterations will most likely include the ability to set favorite groups). But, to add any pre-existing manual or smart groups, just click the Add Group Button and select group(s):

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/ZXgIyMamJp3S2gB9-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/ZXgIyMamJp3S2gB9-image.png)

Once your group(s) are added, you can select the group, and then click the Deploy to Selected Group option to deploy to that specific group of devices:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/dvUls61AeROP9LqP-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/dvUls61AeROP9LqP-image.png)

You can also deploy to specific devices within a group by manually selecting them and choosing the same deploy option.

## Related Content

- [Software Updates: Rollout Plans](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/software-updates-rollout-plans "Software Updates: Rollout Plans")

# Software Updates: Rollout Plans

<p class="callout warning">In FileWave version 16+ this feature is currently disabled and being re-designed due to the changes with Software Updates.</p>

## What

FileWave Version 14.5+ now adds the capability to deploy Software Updates during specified hours of the day/week. We are quite excited for this feature as it expands to more options in future FileWave versions.

## When/Why

Software Updates can be bothersome in a production environment because they so often require a reboot of the endpoints, and no one wants that interruption during a production day. Rollout Plans allow you to specify what time of day, or time of week these installations can happen.

At current, the installation windows are hard-coded, but future iterations will allow customization of these time windows, and will expand to more than just Software Update deployments.

## How

Using Rollout Plans is rather simple...with any Software Update selected, just select group(s) and device(s), then click on Rollout Plan in the lower right:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/aDwEQXgeI68AaGTU-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/aDwEQXgeI68AaGTU-image.png)

Once you have made you selection, you will see it reflected in the admin, like:

[![image.png](https://kb.filewave.com/uploads/images/gallery/2023-07/scaled-1680-/LJBJGeso6IxJnSSU-image.png)](https://kb.filewave.com/uploads/images/gallery/2023-07/LJBJGeso6IxJnSSU-image.png)

When you then click on "Deploy to Selected devices" (and update model), the updates will download immediately, but won't actually install until the effective time window.

## Related Content

- [Software Updates: Deploying to Groups](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/software-updates-deploying-to-groups "Software Updates: Deploying to Groups")

# View - Sources

The Sources View of the FileWave Anywhere can be thought of as a configuration view for the FileWave system. Today it is limited to Apple configuration elements, but before too long we'll see Google and Microsoft settings in here as well.  
  
We will use this view whenever we need to do something like renew an APNS certificate, DEP, or VPP token.

# Apple General Settings (APN)

## What

At the very top of the Sources View for Apple services, you will find some overall settings related to Apple in general.

## When/Why

We will need to specify these settings when our FileWave server is first setup, and will need to revisit this section at least annually to renew our APN (Apple Push Notification) certificate.

**How**

We'll discuss APN renewal in a moment, but let's talk about the other two preferences first:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/ymVB748eEgaE9FJH-embedded-image-ufwjcbhk.png)

- MDM Profile Removal (if on) forces removal of the MDM enrollment profile from the device if we remove the device from FileWave
- Payload Importer (recommended in most circumstances) will ensure that any newly purchased VPP apps will automatically show up as payloads in your FileWave system without you having to do anything

APNS renewal (the first item in the above) must be done at least annually. The APN cert is the certificate that allows your MDM server to talk to Apple, which in turn then talks to devices on our behalf. If the certificate expires, then all communication to devices is cut off from the FileWave server. So yes, a relatively important certificate!

The only piece of the renewal that is done in the WebAdmin is the upload of the new certificate, but you'll want to reference the below documentation on APN renewal for all of the detailed steps for creating that certificate (dependent on platform of your admin workstation).

## Related Content

- [APNs Certificate Creation &amp; Renewal on macOS Computers](https://kb.filewave.com/books/certificates/page/apns-certificate-creation-renewal-on-macos-computers-keychain "APNs Certificate Creation & Renewal on macOS Computers")

# ADE Accounts (Tokens)

## What

ADE Token(s) allow your FileWave server to talk to Apple's ADE (Device Enrollment) services. This service is critical in supporting automated enrollment workflows, and is also critical in making sure your devices are able to be managed at the enterprise level.

## When/Why

We are going to use the ADE Accounts section of the Sources view whenever we want to add, remove or update a ADE token. Only through valid token(s) can the FileWave server talk to Apple to get device based information. This same method of communication is used to send our ADE profile information back to Apple for installation on the endpoint during the Setup Assistant phase. So, yes, it is critical!

## How

Edit and Deletion of Tokens are done from the actions menu for any particular token as shown below. Obviously one needs to take care before deleting a token, so you will be prompted for confirmation.

![](https://kb.filewave.com/uploads/images/gallery/2023-07/vu0Bly45MKP8LiDC-embedded-image-xsdn2go1.png)

Editing (aka renewing) or adding a token consists of the following 3 steps:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/a4m3cOwDwFzm8JKj-embedded-image-o1nvb54i.png)

1. Download the FileWave server's public Key and save it locally (this identifies the server to Apple)
2. Login to either ASM or ABM and add or update MDM server as appropriate with above public key, and then download the generated ADE token
3. Upload the ADE Token back into FileWave

<p class="callout info">Apple's ADE servers prevent communication when your external IP changes, and traffic will be blocked until you renew your token. This most often happens in the instance of your network doing some type of disaster recovery failover.</p>

## ADE Synchronization

Your FileWave server synchronizes nightly with Apple ADE servers automatically. However, if you need to sync manually in the mean time you can do so from this view by clicking the (![](https://kb.filewave.com/uploads/images/gallery/2023-07/c1JOaNPfyHT1oJr9-embedded-image-e4arhoin.png)) icon. You'll be prompted for either a Sync (recommended) or a Full Sync (use only under special circumstances) as shown below:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/4RtoArjqzbP4vdrc-embedded-image-qoxgrexy.png)

# ADE Profile Workflows

## What

Having ADE (formerly known as DEP) Profiles defined is one thing, but having them assigned to devices is another...and critical. ADE Profile workflows allow us to automatically assign ADE profiles based on programmatic criteria.

## When/Why

As much as possible we always want to use automatic profile assigning rules. Automatic assignment saves us time from having to manually assign profiles, and ensures that even brand new devices that are still in shrink wrap will have a ADE profile assigned correctly.

<p class="callout info">Reminder: ADE profile assignment, or changes in assignment impact nothing on the device's current state. Those changes are only pertinent the NEXT time the device goes through the setup assistant.</p>

You might find you only need one workflow, or you may find you need many...it tends to be driven by the number of ADE profiles you have. In general, fewer ADE profiles is better (to reduce complexity).

## How

Creating a new profile workflow is very similar to creating a smart group or a report. However, you'll notice in the below that we use the Operating System field from the ADE Devices table to assign our AppleTV profile to all AppleTV devices. We explicitly use that field because it comes directly from the ADE sync with Apple, and will always be populated, where FileWave normal inventory fields will only be populated AFTER enrollment.

Watch below as we assign all AppleTVs to the AppleTV profile we created earlier:

<video controls="controls" height="300" width="600"><source src="https://kb.filewave.com/attachments/74"></source></video>

# ADE Profiles

## What

The ADE (formerly known as DEP) Profile section allows us to create, edit and remove ADE (Apple Device Enrollment) profiles.

## When/Why

There are a lot of different reasons for creating and editing ADE profiles, but in general ADE profiles control device setup behavior for Apple devices. With these profiles we can control what dialogs users see during device setup, force devices to enroll in our MDM environment, and even control device naming. ADE profiles are a critical part of setting up automated device enrollment and setup.

<p class="callout info">Starting in FileWave 16.3.x, ADE profiles also support `do_not_use_profile_from_backup`, which lets a restored device ignore the ADE profile embedded in a backup and pull the current ADE assignment instead. FileWave 16.3.x also adds the **Age Based Safety Settings** skip key, while still keeping `AdditionalPrivacySettings` available because Apple's documentation is not yet fully consistent on whether the newer key fully replaces it.</p>

## How

The below is a quick run-through of creating (and editing) a new ADE Profile targeting AppleTV devices.

<video controls="" height="300" width="600"><source src="https://kb.filewave.com/attachments/75"></source></video>

See the link below for more information on automatically assigning ADE profiles to devices.

## Related Content

- [ADE Profile Workflows](https://kb.filewave.com/books/filewave-anywhere-help-menus/page/ade-profile-workflows "ADE Profile Workflows")

# VPP Tokens

## What

VPP (Volume Purchase Program) Tokens from Apple allow us to utilize licenses purchased for App store resources on our FileWave server. You may have one or many VPP tokens.

## When/Why

In ABM/ASM (Apple Business Manager / Apple School Manager) terminology tokens are created and allow access to licenses purchased within a location. The VPP tokens section of the Sources View allows you to Add, Edit and Remove VPP tokens.

## How

Adding a new token is done by simply clicking the plus icon (![](https://kb.filewave.com/uploads/images/gallery/2023-07/mtr1YCGiVh5H1Gwk-embedded-image-g8lcwcsa.png)). Editing and removal are done through the actions menu, and removal is only possible if all payloads are removed beforehand.

Whether adding a new, or refreshing an existing, token, the steps are the same, and and require the token from Apple:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/fVNMuBXgXXdg2GJg-embedded-image-74kdaccs.png)

1. Download the appropriate location based token from ABM/ASM
2. Upload the Token to FileWave
3. Set the Country/Language as needed
4. Provide a local descriptive name for the Token
5. Specify where you would like VPP payloads to be created (default is root)

<table id="bkmrk-be-aware-that-if-you"><tbody><tr><td>Be aware that if you attempt to import a VPP token already in use on another system, FileWave will warn you as shown:

![](https://kb.filewave.com/uploads/images/gallery/2023-07/VjGCTutXalgwc35E-embedded-image-pa92duoq.png)

Only import a token in this circumstance if you are certain it will not interfere with another MDM server.

</td></tr></tbody></table>