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Portal Since v3.6.1

Managing Automation Policies in meshIQ

Automation policies can be authored in the meshIQ chat as well as in the Innomesh Portal policy editor. meshIQ lists your policies, walks you through creating one, and lets you edit, enable, disable, or delete any of them, validating a new policy before it is saved. This article covers each of those operations. For what a policy is and how the three policy types behave, see the Asset Automation Overview.

Listing Policies

Type /automation-policies, or ask (see Asking in Plain Language). meshIQ reports how many policies the tenant has and how many are enabled, then lists them. Each entry shows the policy’s name, whether it is enabled, its type, the asset profile it targets, and when it triggers, with Disable, Edit, and Delete buttons. + Create a new policy sits at the top of the list.

Automation Policies list of nine enabled policies showing type, asset profile, and trigger, each with Disable, Edit, and Delete buttons
Every policy in the tenant, with its controls, in one view

Creating a Policy

Select + Create a new policy, or describe the policy you want in plain language. meshIQ first asks what kind of policy to create.

KindWhat it doesPortal equivalent
ScheduledRuns actions on a recurring scheduleTime-Based Automation Policies
Alert-triggeredReacts when a matching alert is raisedAlert-Based Automation Policies
Property-triggeredReacts when a device property crosses a conditionProperty-Based Automation Policies
Create a new automation policy prompt with three numbered choices: Scheduled, Alert-triggered, and Property-triggered, each with an example
The three policy kinds match the three policy types in the Portal

Creating a Scheduled Policy

After choosing Scheduled, meshIQ asks three questions.

  1. Which devices does this policy apply to? Pick the asset profile. The list is searchable and paged.

    Which devices does this policy apply to prompt with a search box and a paged grid of asset profiles, Page 1 of 109
    A policy targets an asset profile, so its actions apply to every matching device
  2. What should it do? Tick the actions to run. The actions offered depend on the asset profile you chose.

    What should it do checklist of actions for Crestron TSW-570-B-S Touch Panel devices, including Reboot, Refresh Webpage, and Set Standby Timeout
    The actions offered depend on the asset profile
  3. When should the actions run? Choose On a schedule and pick the days of the week and a time in tenant local time, or choose During a maintenance window. Select Continue.

    When should the actions run prompt with On a schedule selected, day pills Mon to Sun, a time field labelled tenant local time, and Continue and Cancel buttons
    A scheduled policy runs on chosen days at a set time, or inside a maintenance window

meshIQ then validates the policy and saves it.

Placeholder for the confirmation meshIQ shows after a scheduled policy is validated and saved
The new policy, confirmed and saved

Creating Alert-Triggered and Property-Triggered Policies

Choose Alert-triggered to build a policy that reacts when a matching alert is raised, or Property-triggered to build one that reacts when a device property crosses a condition. For what each type can do, and the conditions it supports, see Alert-Based Automation Policies and Property-Based Automation Policies.

Placeholder for the alert-triggered policy conversation in meshIQ
Building an alert-triggered policy in the chat
Placeholder for the property-triggered policy conversation in meshIQ
Building a property-triggered policy in the chat

Editing, Disabling, and Deleting

From the policy list, use the buttons on any entry:

  • Edit changes the policy.
  • Disable turns the policy off without removing it. A disabled policy can be enabled again.
  • Delete removes it.

For what happens to a policy’s queued actions when it is disabled or deleted, see Managing Policies in the Asset Automation Overview.

Placeholder for editing an existing policy from the Automation Policies list
Editing a policy from the list

Asking in Plain Language

Instead of /automation-policies and the buttons, you can ask:

  • “What automation policies do we have?”
  • “Which policies fire on critical alerts?”
  • “Create a policy that reboots the touch panel in 01-0032-210 every Sunday at 3am.”
  • “Disable the after-hours shutdown policy.”
  • “Delete the policy that powers down displays overnight.”
Placeholder for a policy created from a plain-language request in meshIQ
Describing a policy in a sentence is enough to start creating it