Table of Contents

• Introduction
  • Use Cases
    • VirtualReady
      • Connections
        • Connections Overview
        • New Connection
        • Edit Connection
        • Delete Connection
        • Retrieve Data
      • Migrations
        • Migrations Overview
        • New Migration
        • View Migration
        • Delete Migration
        • Migration Errors
        • Migration Properties
        • Migration Status
        • Plan Information
        • View Migration: Relationship Chart
        • Virtual Machines
        • View Migration: VM Selection
        • Wave Information
      • Reports
        • Reports Overview
        • Accelerator – Executive Summary
        • Accelerator – Guest OS Details
        • Accelerator – Virtual Estate Overview
        • Accelerator – VM Classification
        • Accelerator – VM Inventory
        • Candidate Readiness & Selection
        • Command & Control Dashboard
        • Migration Group
      • Strategizer
        • Strategizer Overview
        • Strategizer (Strategies)
        • New Strategy
        • View Strategy
        • Edit Strategy
        • Delete Strategy
        • Strategy Content
        • Strategy Properties
        • View Strategy: VM Selection
        • VMs in Strategy
      • About VirtualReady
    • EndpointReady
    • FlexReady
    • MigrationReady
    • ServerReady
    • StorageReady
  • Overview
• Fundamentals
  • Accessing ReadyWorks
    • Force Password Change
    • Forgot Password
    • Login
    • Login Overview
    • Native Login
    • Session Timeout
    • Sign Out
    • Single Sign-On Login
  • Basics
    • Breadcrumbs
    • Drop Down Basics
    • Table Basics
    • Toolbar Icons
    • ReadyWorks Basics
  • User Interface
    • Display Area
    • Environment Details
    • Navigation Menu
    • Search
    • User Interface: Settings
    • User Interface
    • User Menu
• My ReadyWorks
  • My ReadyWorks: Favorites
  • My ReadyWorks: My ReadyWorks Dashboard
  • My ReadyWorks Overview
  • My ReadyWorks: Profile
• Analytics
  • Dashboards
    • Dashboards: Altiris Asset
    • Altiris Asset Dashboard
    • Altiris Asset: Asset Widgets
    • Altiris Asset > Asset Widgets: Add Remove Programs
    • Altiris Asset > Asset Widgets: Add Remove Programs (Filtered)
    • Altiris Asset > Asset Widgets: Asset Widgets Overview
    • Collections
    • Asset Widgets: Computers
    • Altiris Asset > Asset Widgets: Packages
    • Altiris Asset > Asset Widgets: Users
    • Altiris Asset: Charts & Settings
    • Charts & Settings: Charts
    • Charts & Settings: Settings
    • Dashboard Overview
    • Dashboards: Dashboards
    • Dashboards: Charts
    • Dashboards: My ReadyWorks Dashboard
    • Predefined Dashboards
    • Dashboards: Settings
    • Switch Dashboards
    • Widgets
    • Dashboards: SCCM Asset
    • SCCM Asset: Asset Widgets
    • SCCM Asset > Asset Widgets: Add Remove Programs
    • SCCM Asset > Asset Widgets: Add Remove Programs (Filtered)
    • Asset Widgets: Applications
    • SCCM Asset > Asset Widgets: Asset Widgets Overview
    • Clients
    • Device Collections
    • Malware
    • SCCM Asset > Asset Widgets: Packages
    • User Collections
    • SCCM Asset > Asset Widgets: Users
    • SCCM Asset Dashboard
    • SCCM Asset: Widgets, Charts & Settings
    • Widgets, Charts & Settings: Charts
    • SCCM Widgets
    • Widgets, Charts & Settings: Settings
  • Data Quality
    • Data Quality: Dashboard
    • Data Quality Dashboard
    • Report Widgets
    • Dashboard: Settings
    • Data Quality: Reports
    • Anomalous Data
    • Data Quality Reports
    • Delete Data Quality Report
    • Duplicate Data
    • Edit Data Quality Report
    • Reports: Edit Record
    • Missing Data
    • New Data Quality Report
  • Reports
    • Available Reports
    • All Data Types
    • App Group to SCCM Collection Analysis
    • Application Certification Status
    • Application Discovery
    • Application Group Analysis
    • Application Install Count
    • Application License Management
    • Application Usage
    • Assets by Values
    • Build Sheet
    • Computer User Assignment
    • Data Type Column Mappings
    • Delegate Relationships
    • ETL5 Staging Data
    • Migration Readiness (Basic)
    • Migration Readiness (Complex)
    • O365 License Management
    • O365 Migration Readiness
    • Patch Summary
    • Record Count by Property
    • SCCM OSD Status
    • Scheduled Computers by Wave
    • Scheduled Users by Manager
    • User Migration Readiness
    • VIP Users
    • Wave & Task Details
    • Wave Group
    • Windows 10 Applications
    • Reports > Reports: Reports
    • Report Snapshots
    • Reports: Reports Configuration
    • Reports: View Published Report
    • Reports: View Report
  • Tools
    • Tools: Charts & Dashboards
    • Chart Colors
    • Delete Color
    • New Color
    • Chart Examples
    • Horizontal Bar Chart
    • Limit Results to Show
    • Secondary Filter
    • Show Zero Values
    • Simple Area Chart
    • Simple Bar Chart
    • Simple Pie Chart
    • Sum Chart from Report
    • Value Chart from Report
    • Charts & Dashboards: Charts
    • Clear Chart Cache
    • Delete Chart
    • Edit Chart
    • New Chart
    • Preview Chart
    • Charts & Dashboards
    • Dashboard Settings
    • Charts & Dashboards: Dashboards
    • Delete Dashboard
    • Edit Dashboard
    • New Dashboard
    • View Chart
    • Chart Data
    • Chart Positioning
    • Chart Preview
    • Chart Properties
    • Tools > Reports Configuration (section)
    • Report Builder Examples
    • Windows 11 Readiness
    • Windows 11 Readiness (Dynamic)
    • Tools: Reports Configuration
    • Delete Report
    • Download Report
    • Edit Report
    • Install Report
    • RAG Status
    • Remove Report Views
    • Report Builder (Part 1 of 2)
    • Report Builder (Part 2 of 2)
    • Reports Configuration: View Published Report
    • Reports Configuration: View Report
• Orchestration
  • Rules
    • Rules > Rules: Rules
    • Delete Rule
    • New Rule
    • View Rule
    • Rule Conditions & Actions
    • Rule Properties
  • Tasks
    • Tasks: Task Priority
    • Delete Task Priority
    • Edit Task Priority
    • New Task Priority
    • Tasks: Task Types
    • Delete Task Type
    • Edit Task Type
    • New Task Type
    • Tasks > Tasks: Tasks
    • Assign Task
    • Cancel Task
    • Complete Task
    • Delete Task
    • Fail Task
    • New Task
    • Pause Task
    • Start Task
    • View Task
    • View Task: Attachments
    • View Task: History
    • View Task: Linked Records
    • View Task: Notes
    • View Task: T-Comm History
    • View Task: T-Comm Templates
    • Task Actions
    • Task Properties
  • Tools
    • Tools: Action Buttons
    • Action Button Examples
    • Assign Computer to Wave
    • Delete a Computer
    • End User Survey
    • Get Values for Drop Downs
    • Update Column Value on Data Record
    • Action Buttons
    • Delete Action Button
    • Download Action Button
    • Edit Action Button
    • Install Action Button
    • New Action Button
    • Tools: Form Builder
    • Copy Form
    • Delete Form
    • Download Form
    • Edit Form
    • Install Form
    • New Form
    • Tools: Schedule
    • Calendar
    • Gantt Chart
    • Tools: T-Comm On Demand
    • Tools: Templates
    • Templates: Action
    • Action Templates
    • Copy Action Template
    • Delete Action Template
    • New Action Template
    • View Action Template
    • Templates: T-Comm
    • Copy T-Comm Template
    • Delete T-Comm Template
    • New T-Comm Template
    • Placeholders
    • Send Criteria
    • T-Comm: T-Comm On Demand
    • T-Comm: T-Comm Templates
    • Test T-Comm Template
    • View T-Comm Template
    • Templates: Task Chain
    • Task Chain Template Types
    • Delete Task Chain Template Type
    • Edit Task Chain Template Type
    • New Task Chain Template Type
    • Task Chain Templates
    • Copy Task Chain Template
    • Delete Task Chain Template
    • New Task Chain Template
    • View Task Chain Template
    • Tools: User Experience
    • User Experience: User Experience
    • Edit Portal Access
    • User Experience: Module Settings
    • Portal URL Settings
    • Portal Users
    • Provision Portal Access
    • Remove Portal Access
    • User Experience: Using User Experience
    • Using User Experience: Additional Tabs
    • Using User Experience: Applications
    • Using User Experience: Computers
    • Using User Experience: Email Project Team
    • Using User Experience: Scheduling
    • Using User Experience: User Information
    • Using User Experience Overview
    • Using User Experience: Welcome
    • Using User Experience: Welcome Email
  • Waves
    • View Wave
    • View Wave: Attachments
    • View Wave: History
    • View Wave: Linked Records
    • View Wave: Notes
    • Orchestration (ETL4)
    • Orchestration (ETL5)
    • SCCM Deployment (ETL3)
    • View Wave: T-Comm History
    • View Wave: T-Comm Templates
    • User Experience Schedule
    • Wave Calendar
    • Wave Properties
    • Wave Tasks
    • Wave Exceptions
    • Delete Wave Exception
    • Edit Wave Exception
    • New Wave Exception
    • Waves: Wave Groups
    • Delete Wave Group
    • Edit Wave Group
    • New Wave Group
    • Waves: Wave Types
    • Delete Wave Type
    • Edit Wave Type
    • New Wave Type
    • Waves > Waves: Waves
    • Delete Wave
    • New Wave
  • Orchestration Overview
  • Workflow Statuses
• Data
  • Tools
    • Tools > Attachments (section)
    • Tools: Attachments
    • Delete Attachment
    • Download Attachment
    • New Attachment
    • View Attachment
    • Attachment Properties
    • View Attachment: History
    • View Attachment: Linked Records
    • Linked Tasks
    • Linked Waves
    • Tools: Data Generator
    • Tools: Rationalization
    • Rationalization: Module Settings
  • Primary Data
  • Advanced Filter
  • Advanced Search
  • Assign to Wave
  • Primary Data: Bulk Edit
  • Primary Data: Bulk Edit (Legacy)
  • Primary Data: Copy Record
  • Primary Data: Delete Record
  • Primary Data: Edit Record
  • Primary Data: New Record
  • Secondary Data
  • Secondary Data: Bulk Edit
  • Secondary Data: Bulk Edit (Legacy)
  • Secondary Data: Copy Record
  • Secondary Data: Delete Record
  • Secondary Data: Edit Record
  • Secondary Data: New Record
  • View Primary Data
  • Altiris Add/Remove Programs
  • View Primary Data: Attachments
  • View Primary Data: History
  • View Primary Data: Images
  • View Primary Data: Linked Records
  • View Primary Data: Notes
  • View Primary Data: QR Code
  • View Primary Data: Rationalization
  • View Primary Data: Record Properties
  • View Primary Data: Related Records
  • View Primary Data: Relationship Chart
  • SCCM Add/Remove Programs
  • View Primary Data: Tasks
  • View Primary Data: Waves
  • View Secondary Data
  • View Secondary Data: Attachments
  • View Secondary Data: History
  • View Secondary Data: Images
  • View Secondary Data: Notes
  • View Secondary Data: QR Code
  • View Secondary Data: Rationalization
  • View Secondary Data: Record Properties
  • View Secondary Data: Related Records
  • Data Overview
• Integration
  • Data Mapping
    • Mapping Variables
    • Mapping Variables: Bulk Edit
    • Copy Variable
    • Delete Variable
    • Edit Variable
    • New Variable
    • Mappings
    • Copy Mapping
    • Delete Mapping
    • Download Mapping
    • Edit Mapping
    • Install Mapping
    • New Mapping
  • ETL
    • Connection Jobs
    • ETL > Connections (section)
    • ETL: Connections
    • Connections: Activate New Connection
    • Install Connector
    • View Connection
    • Connection Error Settings
    • View Connection: Connection Properties
    • View Connection: Delete Connection
    • View Connection: Delete Job
    • Disable Job
    • View Connection: Edit Inbound Job
    • Edit Outbound Job
    • Enable Job
    • View Connection: Inbound Jobs
    • Job Error Settings
    • Job Log
    • Make Into Connector
    • View Connection: New Inbound Job
    • New Outbound Job
    • Outbound Jobs
    • Reset Job
    • Run Inbound Job
    • Run Outbound Job
    • Set Runtime to Now
    • Upload File
    • ETL: Connector Library
    • Connector Library: Connector Info
    • Connector Info: ETL4
    • ETL4 Connector Info
    • Connector Info: ETL5
    • Absolute
    • Azure Active Directory
    • Cloudian
    • Cohesity
    • Comma-Separated Values (CSV) File
    • Dell EMC
    • Dell PowerFlex
    • ETL5 Connector Info
    • Everpure
    • Generic Rest JSON API
    • Generic Rest XML API
    • Hitachi Vantara
    • Intel Redfish
    • Ivanti (Landesk)
    • JAMF
    • JetPatch
    • JSON Data (JSON) File
    • Lenovo XCLarity
    • MariaDB
    • Microsoft Endpoint Manager: Configuration Manager
    • Microsoft Intune
    • Microsoft SQL
    • NetApp
    • Nutanix AHV Compatibility Matrix
    • Nutanix Collector
    • Nutanix Move
    • Nutanix Prism
    • Nutanix Prism – Legacy
    • Oracle MySQL
    • PostgreSQL
    • PowerShell: Microsoft Active Directory
    • PowerShell: Microsoft SQL
    • PowerShell: Oracle MySQL
    • Pure Storage
    • Qumulo
    • RVTools
    • Scality
    • ServiceNow
    • Simple Object Access Protocol (SOAP)
    • Tanium
    • Veeam
    • VMware vCenter
    • VMware vCenter SOAP
    • XML Data (XML) File
    • Connector Library
    • Copy Connector
    • Delete Connector
    • Download Connector
    • New Connector
    • Connector Overview
    • View Connector
    • Authentication Method Error Settings
    • Authentication Methods
    • Connector Properties
    • Delete Authentication Method
    • Delete Inbound Job Template
    • Delete Outbound Job Template
    • Edit Authentication Method
    • Edit Field
    • Edit Inbound Job Field
    • Edit Inbound Job Template
    • Edit Outbound Job Field
    • Edit Outbound Job Template
    • Fields
    • Inbound Job Fields
    • Inbound Job Templates
    • Job Template Error Settings
    • New Authentication Method
    • New Inbound Job Template
    • New Outbound Job Template
    • Outbound Job Fields
    • Outbound Job Templates
    • ETL Overview
    • ETL: ETL4
    • ETL4: Activate New Connection
    • ETL4: Connection Properties
    • ETL4: Connections
    • ETL4: Delete Connection
    • ETL4: Delete Job
    • ETL4: Edit Inbound Job
    • ETL4: Inbound Jobs
    • ETL4: New Inbound Job
    • Job History
    • ETL: Settings
    • App Filters
    • Delete App Filter
    • Import App Filters
    • New App Filter
    • Settings: Connection Settings
    • ETL Job Schedules
    • Delete Schedule
    • Edit Schedule
    • New Schedule
    • ETL Settings
    • SCCM Widget Goals
    • Staging Data
  • Import
    • Import: Data
    • Data Import Overview
    • Data: Links
    • Records
    • Import: Orchestration
    • Orchestration: Links
    • Orchestration Import Overview
    • Orchestration: User Experience
    • Waves & Tasks
• Admin
  • Data Types
    • Data Type Groups
    • Data Type Group Settings
    • Delete Data Type Group
    • Edit Data Type Group
    • New Data Type Group
    • Data Types
    • Copy Data Type
    • Data Type Overview
    • Delete Data Type
    • Download Data Type
    • Install Data Type
    • New Data Type
    • View Data Type
    • Data Type Properties
  • Event Logs
    • Event Logs: Cron Jobs
    • ETL Log
    • Event Logs
    • Exception Log
    • Login History
    • Session Termination
    • Synch Log
    • System Events
    • Event Logs: T-Comm History
    • User Experience Audit
  • Module Settings
    • Module Settings: Bulk Edit
    • Module Settings: Email
    • Email Overview
    • Email Settings
    • Report Recipients
    • Delete Recipient
    • Edit Recipient
    • Manage Subscriptions
    • New Recipient
    • Admin: Module Settings
    • Module Settings: Notifications
    • Copy Notification
    • Delete Notification
    • Edit Notification
    • New Notification
    • Module Settings: Rationalization
    • Module Settings: Single Sign-On
    • Single Sign-On: ADFS
    • ADFS Connection Settings
    • ADFS Group Mappings
    • ADFS Overview
    • ADFS SSO Log
    • Single Sign-On: Azure
    • Azure Connection Settings
    • Azure Group Mappings
    • Azure Overview
    • Azure SSO Log
    • Single Sign-On: Generic
    • Generic Connection Settings
    • Generic Group Mappings
    • Generic Overview
    • Generic SSO Log
    • Single Sign-On: LDAP (Microsoft)
    • LDAP (MS) Connection Settings
    • LDAP (MS) Group Mappings
    • LDAP (MS) Overview
    • LDAP (MS) SSO Log
    • Single Sign-On: LDAP (Non-MS)
    • LDAP (Non-MS) Connection Settings
    • LDAP (Non-MS) Group Mappings
    • LDAP (Non-MS) Overview
    • LDAP (Non-MS) SSO Log
    • Single Sign-On: Legacy SSO
    • Legacy SSO: Connection Settings
    • Group Mappings
    • Legacy SSO Overview
    • Single Sign-On: Native
    • Native Overview
    • Single Sign-On: Okta
    • Okta Connection Settings
    • Okta Group Mappings
    • Okta Overview
    • Okta SSO Log
    • Single Sign-On: Ping
    • Ping Connection Settings
    • Ping Group Mappings
    • Ping Overview
    • Ping SSO Log
    • Single Sign-On: Single Sign-On
    • Single Sign-On Providers
    • Module Settings: User Experience
    • User Experience: Additional Tabs
    • User Experience: Applications
    • Branding
    • Cancel Appointment Button
    • User Experience: Computers
    • User Experience: Email Project Team
    • Extensions
    • Reschedule Button
    • User Experience: Scheduling
    • User Experience Overview
    • User Experience: User Information
    • User Experience: Welcome
    • User Experience: Welcome Email
  • Options
    • Configuration Report
    • Options: Cron Jobs
    • Available Cron Jobs
    • Delete Cron Job
    • Edit Cron Job
    • New Cron Job
    • Run Cron Job
    • Task Scheduler
    • DB Backup
    • General Settings
    • Maintenance
    • Clear Report Cache
    • Manage ETL Views
    • Manage System Views
    • Rebuild Search
    • Rebuild Waves Column
    • Refresh EoSL Dates
    • Reset Links Counts
    • Update AHV Compatibility
    • Modules
    • Modules: Attachments
    • Modules: Bulk Edit
    • Modules: Data Generator
    • Modules: Data Mapping
    • Data Quality
    • Email
    • Modules: ETL
    • Modules: Form Builder
    • Modules: Images
    • Multi-Factor Authentication
    • Modules: Notifications
    • Modules: Rationalization
    • Modules: Relationship Chart
    • Modules: Reports
    • Modules: Rules
    • Single Sign-On
    • T-Comm
    • Modules: User Experience
    • Options
  • Users & Groups
    • Functional Groups
    • Delete Functional Group
    • New Functional Group
    • Users & Groups: Module Permissions
    • Module Permissions: Admin & Profile
    • Admin & Profile: Configuration & Logs
    • Admin & Profile: Profile
    • Module Permissions: Analytics
    • Analytics: Dashboards
    • Module Permissions > Analytics: Reports
    • Analytics: Tools
    • Module Permissions: Asset Management
    • Module Permissions > Asset Management: Asset Check-In
    • Module Permissions > Asset Management: Asset Check-Out
    • Module Permissions > Asset Management: Asset Uninstall/Deco
    • Module Permissions > Asset Management: Disposal
    • Module Permissions > Asset Management: Install Part in Server
    • Module Permissions > Asset Management: Install Server in Rack
    • Module Permissions > Asset Management: Ready for Disposal
    • Data
    • Data: Attachments
    • Data: Tools
    • Module Permissions: Integration
    • Integration: Data Mapping
    • Integration: ETL
    • Import
    • Module Permissions: Module Permissions v7
    • Module Permissions v7: Asset Management
    • Module Permissions v7 > Asset Management: Asset Check-In
    • Module Permissions v7 > Asset Management: Asset Check-Out
    • Module Permissions v7 > Asset Management: Asset Uninstall/Deco
    • Module Permissions v7 > Asset Management: Disposal
    • Module Permissions v7 > Asset Management: Install Part in Server
    • Module Permissions v7 > Asset Management: Install Server in Rack
    • Module Permissions v7 > Asset Management: Ready for Disposal
    • Module Permissions v7: Assets
    • Asset Tools
    • Module Permissions v7: Roles & Permissions
    • Roles & Permissions: Attachments
    • Roles & Permissions: Configuration & Logs
    • Roles & Permissions: Dashboards
    • Roles & Permissions: Profile
    • Roles & Permissions: Reports
    • SCCM
    • Self Service
    • Module Permissions v7: Workflow
    • Schedule
    • Workflow: Task Priority
    • Workflow: Task Types
    • Workflow: Tasks
    • Templates
    • Workflow: Wave Groups
    • Workflow: Wave Types
    • Workflow: Waves
    • Workflow Tools
    • Module Permissions: Orchestration
    • Module Permissions > Orchestration: Rules
    • Orchestration: Task Priority
    • Orchestration: Task Types
    • Module Permissions > Orchestration: Tasks
    • Orchestration: Tools
    • Orchestration: Wave Groups
    • Orchestration: Wave Types
    • Module Permissions > Orchestration: Waves
    • Users & Groups: Permissions Inspector
    • Attachment Permissions
    • Primary Data Permissions
    • Secondary Data Permissions
    • Task Permissions
    • User Permissions
    • Wave Permissions
    • Security Groups
    • Copy Security Group
    • Delete Security Group
    • New Security Group
    • User Accounts
    • Delete User
    • New User
    • Users & Groups
    • Security Group Tips
    • System Security Groups
    • View Functional Group
    • Assigned Users
    • Functional Group Properties
    • View Security Group
    • Security Group Properties
    • View User
    • Account Settings
    • Assigned Tasks
    • View User: Favorites
    • View User: History
    • Login Activity
    • Password & Security
    • Task Reminders
    • User Profile
  • Additional Settings
  • Configure SMTP
• API
  • Asset Types
  • API: Assets
  • Audit Logs
  • API: ETL
  • ReadyWorks API
  • API: Reports
• FAQs
  • Change a Text Field to a Lookup Field
• Solutions