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Endpoint Self-Service Tool

In this section:

About the Endpoint Self-Service Tool

The Endpoint Self-Service tool provides monitoring and management of certain Environment Manager settings and data. It is available to users and managed endpoints for Personalization Groups which have it enabled.

The Endpoint Self-Service tool is available from the Environment Manager Information icon in the Windows System Tray. Right-click on the icon to access the functionality.

The Endpoint Self-Service Tool requires .NET4 to run. If this is unavailable, local audit event 9680 is created.

The options available from the Endpoint Self-Service tool vary depending on whether the user is a standard or administrative user. To accommodate these user types, the Endpoint Self-Service Tool has two operational modes:

  • Basic - For standard users.
  • Advanced - For users that are assigned an administrative role in the Personalization Database.  

Enable the Endpoint Self-Service Tool

This process explains how to enable the Endpoint Self-Service tool for Personalization Groups.

  1. In the User Personalization navigation pane select Personalization Groups.
  2. Select a personalization group.
  3. Select the Endpoint Self-Service tab.
  4. Select one of the following options:
    • Disabled - The Endpoint Self-Service tool is not available for users in the selected Personalization Group.
    • Enabled for all users in group - The Endpoint Self-Service tool is available for members of the selected Personalization Group.
    • Enabled if the following conditions are true - The Endpoint Self-Service tool is only available for members of the selected Personalization Group, if certain conditions are met.

Any users or computers that have been specified in the Membership Rules for a Personalization Group have access to the tool when they log on.

Endpoint Self-Service Functionality for Standard Users

Any endpoints where the Endpoint Self-Service Tool is enabled for a Personalization Group can perform the following basic tasks:

  • Rollback or delete Personalization data archives
  • Show policy action progress

Archiving

The Archive Management dialog displays when a user selects the Archiving option from the Environment Manager Information System Tray icon. The dialog displays a list of all associated Applications, Application Groups and Windows Settings Group archives for that user.

Rollback

Select an Application or Windows Settings Group archive and click Rollback. All Personalization settings are returned to the state they were when the previous archive was created. Users are prompted to confirm that the rollback action is to be performed and are informed when the rollback is complete.

Delete

Select an Application or Windows Settings Group archive and click Delete. Any user settings contained within the selected archive are deleted.

Policy Action Progress

The Show Policy Action Progress option displays the percentage progress of any triggered copy folder actions.

Endpoint Self-Service Functionality for Administrative Users

Users that have the Environment Manager User role of Master Administrator or Administrator can access the tool locally on a managed endpoint or remotely.

Administrative users have access to both the basic and the advanced functionality of the Endpoint Self-Service tool. Administrators have access to Session Information, can use archive functionality, update settings and alerts and refresh the local cache.

Session Information

Select the Session Information option from the Environment Manager Information Windows System Tray icon from where you can view details of the managed endpoint and user.

The dialog has four information categories:

  • General Information - Displays the User name, Personalization Server, the Personalization Group associated with the currently logged on user and the build version of the current Environment Manager agent. The status of the license and whether Offline cache mode is enabled is also displayed.
  • Application Personalization - Displays details of any Application Groups and associated Applications that are assigned to the managed endpoint.
  • Windows Personalization - Displays details of the Windows Settings Groups that are personalized on the managed endpoint and the date that Windows Personalization settings were last archived.
  • Global Includes and Excludes - Displays the registry, folder and file includes and excludes that are applied on the managed endpoint.

Archiving

Select the Archiving option from the Environment Manager Information Windows System Tray icon to access the Archive Manager dialog. Use this dialog to perform the following tasks:

  • Create Archive - Click Create to archive any current Application, Custom or Windows Settings Groups. To prevent the archive from being automatically deleted, select the Protected check box before you click OK.

    Only one archive can be protected, if another is already set to be protected the most recent one is automatically set and any previous protection removed.

  • Edit Archives - Select an archive and click Edit to amend the description of an Application Group archive. To prevent the archive from being automatically deleted, select the Protected check box before you click OK.
  • Rollback Archive - Select an Application or Windows Settings Group archive and click Rollback. All Personalization settings are returned to the state they were when the selected archive was created. You will be prompted to confirm that the rollback action is to be performed and will be informed when the rollback is complete.
  • Delete Archives - Select an Application, Custom or Windows Settings Group archive and click Delete. Any settings contained within the selected archive are deleted. To delete a protected archive, protection must first be removed.

Settings and Alerts

Use the Settings option from the Environment Manager Information Windows System Tray icon to select which action balloon notifications are displayed on managed endpoints. The Settings dialog can also be used to select a border color to surround the window frame of any managed application when in use.

Alerts

Alert notifications are displayed as standard balloon type notifications when actions are triggered. Select the required notification types:

  • Server link state - Displays the status of the connection to the Personalization Server and the Personalization Server URL.
  • Sync to server - Displays when the Application Settings or Application Groups Settings, on the managed endpoint have synchronized with those on the Personalization Server.
  • Sync from server - Displays the Applications or Application Groups Settings on the Personalization Server have updated those on the endpoint.
  • Sync failure - Displays when an attempted synchronization fails.
  • Managed Process start/stop - Displays when a managed process starts and stops.
  • Virtualization service starts/stop - Displays when the virtualization service is started or the service has stopped. If the service has stopped, the icon in the Windows System Tray displays a yellow warning icon. Any Applications or Application Group Settings previously handled are no longer being managed.
  • Virtualization service not running - This alert notification displays if the virtualization service has not been started or is not running. If the service has stopped, the icon in the Windows System Tray displays a yellow warning icon. Any Applications or Application Group Settings previously handled are no longer being managed.
  • New configuration applied - This information notification displays when a new configuration is applied to the managed endpoint.
  • Pre-cache complete - This information notification displays when pre-caching is complete for all Applications and Applications Groups assigned to the managed endpoint. Pre-Caching is the process by which you download existing Application data from the Personalization Server to the local cache.
  • Folder copy/mirror/sync complete - This information notification displays when folder copy actions are complete.

Windows Frame

To clearly identify a managed application on the endpoint, a colored border can be placed around the application window. Select Show managed application frame and chose the color from the Border Color drop-down list. When a managed application is in use the application has a colored border.

Refresh Local Cache

Use the Refresh Local Cache option to help speed up network access to data files by taking a copy of the data stored on the Personalization Server and refreshing the cached data on the managed endpoint. This will ensure the local Personalization cache is in sync with the Personalization Database

Using the Endpoint Self-Service Tool Remotely

Users assigned the Master Administrator or Administrator role can use this tool remotely for troubleshooting purposes. When remotely logged onto a machine, authorized users can run the EndpointSelfService.exe from the Environment Manger installed location, input their credentials and access all the administrator functionality from the Environment Manager Information dialog.

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