Creating a New Filter

In the Symantec Management Console, you can create the following types of filters:
Types of filters
Filter
Description
Query Builder filter
Filters the computers according to the criteria that you select.
When you create a new filter, it is automatically created as a Query Builder filter.
When you create a Query Builder filter, you can add filter criteria from an editable filter criteria list or create custom filter criteria.
SQL filter
Filters the computers according to the parameters that you define in the SQL editor.
The SQL editor lets you modify the existing filters and create new ones.
To create and edit SQL filter, the user needs a
Edit SQL Directly
privilege.
Filter evaluation may take a longer time depending on the complexity of SQL, specified criteria, and included filters.
Basic filter
Filters the computers according to the explicit criteria.
You can add the static lists of computers or filters. You can configure the filter details area to display only the explicit criteria.
You can include lists of computers or filters, or exclude them from the filter.
Symantec recommends that you do not use filters with the static lists that contain more than 1000 computers. When a filter contains a static list of 1000 computers or more, the evaluation of such a filter can take a long time. To include a static filter that contains 1000 or more computers, Symantec recommends that you use the SQL or the Query Builder filter.
For Query filter add SQL filter, you can add static Include/Exclude lists as additional parameters.
The default Query Builder filter criteria are as follows:
Query Builder filter criteria
Criterion
Description
Agent Health
Filters the computers according to the Agent health status:
  • Healthy
  • Needs Attention
  • Untracked
Asset Status
Filters the computers according to the asset status.
You can choose the asset status from the following list:
  • Active
  • Disposed
  • In Stock
  • Missing
  • In Order
  • Retired
  • Returned to Lessor
  • RMA
You can use Equal to/ Not equal to options to define the asset status.
Basic Inventory Health
Filters the computers for which the last sent Basic Inventory is consistent with the Targeted Agent settings.
Chassis Type
Filters the computers on the basis of them being desktop, laptop, server computer, virtual machine, or other.
You can use Equal to/ Not equal to options to define the chassis type.
Communication Health
Filters the computers for which the last known connection is consistent with the Targeted Agent settings.
Configuration Health
Filters the computers for which the last requested configuration is consistent with the Targeted Agent settings.
Domain
Filters the computers that are in the same domain.
Installed Software
Filters the computers that have the particular software that you have defined.
IP Address
Filters the computers according to the IP address.
Is Security Cloud Managed
Distinguishes the computers imported from Security Cloud from the other client computers.
Last Agent Communication
Filters the computers according to the last time that they checked their connection with Notification Server.
Last Basic Inventory Received
Filters the computers according to the last time Basic Inventory was received from them.
Last Configuration Request
Filters the computers according to the last time the configuration request was sent from them.
Last Logon User
Filters the computers according to the user that was logged on according to the latest Basic Inventory information.
Managed
Filters the computers that have Symantec Management Agent installed on them, and are managed from your Notification Server.
Name
Filters the computers according to their names.
Organizational Group
Filters the computers according to the organizational groups that they belong to.
OS Name
Filters the computers according to the OS name.
OS Revision
Filters the computers according to the OS revision (service packs).
OS Type
Filters the computers according to the OS type (Ultimate, Professional, etc).
OS Version
Filters the computers according to the OS version.
Primary User
Filters the computers according to the primary user.
Owner
Filters the computers according to the specified computer owner.
Security Cloud Ownership
Filters the computers imported from Security Cloud according to the ownership type.
Security Status
Filters the computers imported from Security Cloud according to their status.
Server or Desktop OS
Filters the computers on the basis of them having a server or a desktop OS.
You can use Equal to/ Not equal to options to define the OS.
System Type
Filters the computers according to the type of system:
  • Win-32
  • Win-64
  • Mac
  • Linux
  1. To create a new filter
  2. In the Symantec Management Console, on the
    Manage
    menu, click
    Computers
    .
  3. On the
    Computers
    view page, do one of the following:
    • In the navigation pane, under
      Filters
      , right-click, and then click
      New > Filter
      .
    • To create a new filter in a particular folder, right-click a folder, and then click
      New > Filter
      .
    • In the content pane, in the top left corner, click the
      New Filter
      symbol.
  4. In the
    Create Filter
    dialog box, enter new filter name and click
    OK
    .
  5. In the content pane, click
    Add Filter Criteria
    .
  6. Depending on the type of filter that you want to create, do one of the following:
    • To edit a Query Builder filter, in the drop-down list, choose any criteria, and then, in the text box next to the criterion name, type the criterion value.
      You can add as many criteria as necessary.
      To add custom criteria to your filter, in the drop-down list, click
      Edit Criteria List
      . In the
      Manage Filter Criteria
      dialog box, you can choose data classes, associations and columns.
      After you have chosen the custom criteria, in the content pane, in the
      Add Filter Criteria
      drop-down list, specify the value of the new query parameters that you have added. If the parameter value is numerical, you can use comparison operators to combine these numbers.
      After you configure the query and save it, it is automatically added to the filter, and the computer list in the content pane is automatically updated.
      The filter criteria are combined through the logical operator AND.
    • To create a SQL filter, on the right from the
      New Filter
      symbol, click the
      Edit SQL
      symbol.
      In the
      Edit Raw SQL
      dialog box, edit and test the query, and then click
      OK
      to save the newly created query.
      Filter evaluation may take a longer time depending on the complexity of SQL, specified criteria, and included filters.
    • To add a static list of computers or filters, in the content pane, click the
      Use only explicit criteria
      symbol.
      In the
      Add Explicit Criteria
      drop-down list, click one of the options to include or exclude a computer list or a filter. In the
      Include/Exclude Computer List/Filter
      dialog box, choose the items that you want to include or exclude, and then click
      OK
      .
      If you want to see only the explicit criteria, in the content pane, next to the
      Save Filter
      symbol, click the
      Use only explicit criteria
      symbol.
  7. After you have added the filter criteria, click the
    Save Filter
    or the
    Save Filter As
    symbol.
  8. In the
    Save Filter
    or the
    Save Filter As
    dialog box, type the new name for the filter, choose if the filter should be displayed in the
    Computers
    view, and then click
    OK
    .
    If a filter with the same name already exists, you are prompted to overwrite the existing filter. If the filter that you have chosen to overwrite is a read-only filter, you need to either rename the filter or clone it. If you try to overwrite a filter that has dependencies, you are prompted to look at the list of dependencies first.
After you have created a filter, in the content pane, you see a dynamic list of computers based on the filter criteria that you have added.