Associate a maintenance plan to filtered records

Maintenance plans can be defined with filtering criteria. For example, you can apply a maintenance plan to all records containing computers that start with "apple".

Before you begin

Role required: SM admin

Procedure

  1. Create a maintenance plan.
  2. Set up a Filter condition to capture the records to which you want to apply the maintenance plan.
    Note: You may want to click the refresh icon (The refresh icon) to display the number of matching records.
  3. Click Submit.
  4. Define a maintenance schedule.
  5. In the Related Links for the maintenance plan, click Apply schedules to filtered records.

    The schedule is applied to the records defined by the filter conditions you entered.

    Note: If you have multiple schedules defined, they all take effect on the matching records when you click Apply schedules to filtered records. See Define a maintenance schedule for details. This same functionality exists for maintenance schedules. The Related Links for the schedule also contains an Apply schedule to filtered records link. If you click this link in the maintenance schedule, only this specific schedule is applied to the records defined by the filter conditions within the associated maintenance plan.