Configuring Reference Sets

Reference set is a logical container that comprises of:

1. Set of Packages and their order of download.
2. List of Device Models for which the Reference set is compatible.
3. Matching criteria that define which Devices in the Hierarchy qualify for this Reference set.
4. Reference Set can be assigned to hierarchy or directly to Devices.

• Reference set assigned to a Hierarchy is used to evaluate the Software that needs to be associated with a set of Devices in a Hierarchy and its child Hierarchies.

1. Reference set assigned directly to a Device identifies the Software that needs to be associated with that Device.
2. VHQ evaluates and identifies one Reference Set that best qualifies for each Device.

• For complete set rules on how VHQ evaluates the best qualifying Reference Set for each Device.

Adding Reference Set

You can create a reference set and asign up to 100 packages to the reference set. The number of packages, the user can assign to the reference set can be configured in “Maximum Packages Per Reference Set” under Administration > Estate Administration > System Configuration. The VHQ Administrator can configure the value.

NOTE: VHQ Agent version older than 2.11 will not be able to process operation sets with more than hundred packages, only devices which have VHQ agent version 2.11 or higher will be able to process operation sets with more than hundred packages. However, for the devices which have VHQ Agent version older than 2.11 the operation set will be divided with each containing 10 packages.

To create reference set:

1. Go to Device Management > Manage Reference Sets > Reference Sets.
2. Click to add the Reference Set.
3. Enter the Reference set name. Select Packages and the order in which they must be downloaded. Select the Device Models with which the Reference Set is compatible.
4. You can define the required Matching criteria in case the Reference set should be associated with devices with specific attribute values.
5. Click to add attributes to the Matching criteria. The Attributes cannot be repeated at the time of creating Reference Set.

In the process of defining a reference set (editing is in progress) you can turn off Active setting and Save the Reference Set. You can edit the Reference Set later and set it to Active. Only Active Reference Sets are available for assignment to Hierarchy or Devices.

NOTE: Once a user chooses a particular attribute, for example, IP Address, OS Version etc., the user cannot choose the same attribute again to filter. An attribute can be used only once to apply.