Filters - Legacy UI

SECURITY  Refer to ACCOUNT > Filters and SITES > Filters in Security Level Details - Permissions

NAVIGATION  Legacy UI > Sites > Default Device Filters or Custom Device Filters

NAVIGATION  Legacy UI > Sites > click on a site > Default Device Filters or Site Device Filters

Refer to Device filters.

There are a set of Default Device Filters available in every account in Datto RMM. You can use them to filter through all of the devices in your account or just in one particular site.

1. To filter through all of the devices in your account, click Sites and locate the Default Device Filters area in the left navigation pane.
2. To filter through one site only, go to Sites > click on one of your sites and locate the Default Device Filters area in the left navigation pane.
3. The following filter categories will be displayed:

4. Expand a category to be able to see the various filters within it.

NOTE  The Default Device Filters provided by Datto RMM cannot be edited or deleted. To understand how they are configured, refer to Default Device Filter definitions.

5. Click on any of the filters to be directed to the list of devices that meet the filter requirements.
6. You can also use the dynamic search above the filter categories. Start typing in the Search field and you'll be presented with the filters that match your query.

NOTE  The Search field can be used by pressing Ctrl + / on your keyboard, without having to use your mouse.

The Default Device Filters provided by Datto RMM have been configured the following way:

Datto RMM's Default Device Filters are useful in many cases but you probably want to create your own filters to make the most of this functionality. Custom filters allow you to apply jobs, monitors or patches to a carefully selected subset of your estate. Any user can create filters that can be applied at both the Account level (Custom Device Filter) and Site level (Site Device Filter). You can filter on any bit of information that is pulled back and visible in the device audit which is updated at least once a day for Managed devices and at least once every 7 days for OnDemand devices.

1. Go to Sites and locate the Custom Device Filters area in the left navigation pane.
2. Click the green plus icon to add a new filter.
3. Specify the filter criteria in the New Custom Device Filter window.

4. Once the above fields are filled in, click Save.
5. Under Custom Device Filters, click on the newly created filter to see which devices match the criteria.

1. Go to Sites and select a site.
2. Locate the Site Device Filters area in the left navigation pane.
3. Click the green plus icon to add a new filter.
4. Specify the filter criteria in the New filter for site window.

5. Once the above fields are filled in, click Save.
6. Under Site Device Filters, click on the newly created filter to see which devices match the criteria.

To filter by multiple criteria:

1. Click the plus sign below a criterion.
2. Select the OR or AND operator.

NOTE  If both conditions must be true for a device to be included in the search results, select AND. If either one must be true, select OR.

NOTE  When you add additional criteria, you cannot combine AND and OR. The selection you made first is repeated for any subsequent criterion.

3. Select the next criterion.
4. Click the minus sign to remove any of the criteria.

To group queries within a criterion:

1. Click the plus sign next to a criterion.
2. Select the OR or AND operator.

NOTE  Standard SQL dictates that grouped queries on a positive criterion (for example, "Software package contains 1", "Software package contains 2", "Software package contains 3") need to be grouped with OR. For example, "Software package contains Adobe Reader OR Foxit Reader OR Sumatra PDF" will return devices that have either Adobe Reader or Foxit Reader or Sumatra PDF installed.
Negative queries (for example, "Software package does not contain 1", "Software package does not contain 2", "Software package does not contain 3") need to be grouped with AND. For example, "Software package does not contain Adobe Reader AND Foxit Reader AND Sumatra PDF" will only return devices that have neither Adobe Reader nor Foxit Reader or Sumatra PDF installed.

NOTE  When you add additional queries, you cannot combine AND and OR. The selection you made first is repeated for the subsequent queries.

3. Select the next criterion.
4. Click the minus sign to remove any of the criteria.

The Default Device Filters provided by Datto RMM cannot be edited or deleted, however, custom filters can be edited or deleted by their creator.

NOTE  The users with whom you shared the filter will be able to open the filter shared with them, see the criteria it uses, and view the results of the filter. They will also be able to edit or delete the filter if they have Manage permissions for Filters. Refer to Permissions.

To edit or delete a custom filter:

1. Go to Sites > Custom Device Filters OR Sites > click on one of the sites > Site Device Filters.
2. Hover over the filter you want to edit or delete.
3. Click the pencil icon to edit the filter.
4. Click the Remove filter icon to delete the filter. Deleting a filter will affect anything that uses it as a target (for example, scheduled jobs or policies). Once a filter is deleted, it can no longer be used as a target. Check the I understand that this action is irreversible check box before clicking the Permanently Delete Filter button.
   

In our example, we will filter for devices that have a software application installed that can open PDF files, such as Adobe Reader or Foxit Reader and have 20 GB of free disk space available. This filter will be applied for the entire account.

1. Go to Sites > Custom Device Filters and click the green plus icon to add a new filter.
2. Give your filter a Name, such as "PDF reader and 20 GB disk space".
3. In the criteria section, specify "Software package contains Adobe Reader".
4. Click the green plus icon at the end of the row (not the one underneath) to add an additional value in this section.
5. Enter Foxit Reader as a new value.
6. Make sure to set the blue and/or button to OR to see any devices that have either Adobe Reader or Foxit Reader.
7. Click the green plus icon underneath to add a new section.
8. Make sure to set the blue and/or button to AND to see devices that match the criteria of the first and second set.
9. In the new section, specify "Disk free space is greater than 20G".
10. Leave the rest of the options at their default selection.
    

11. Click Save.
12. Under Custom Device Filters, click on the name of the newly created filter to see a list of all the devices that fit these two sets of requirements.

NOTE  When using the Does not contain criterion, the Is empty criterion is implicitly included.

The following table illustrates a difference in how empty fields are handled in custom filters:

EXAMPLE  For instance, if User-Defined Field 1 is empty for a device, that device will show up in a filter for User-Defined Field 1 does not contain XYZ but will not show up in a filter for User-Defined Field 1 does not equal XYZ.

The Is empty criterion can be added to any of the above criteria using OR.

EXAMPLE  In the above example, the Is empty criterion could be included along with Does not equal by adding another criterion of OR User-Defined Field 1 is empty.