---
title: "Assign Configurations to Systems"
slug: "assign-configurations-to-systems"
updated: 2026-03-05T11:02:12Z
published: 2026-03-05T11:02:12Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.lakesidesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign Configurations to Systems

A configuration containing roles can be attached to a specific child machine or group of machines on the **Assignments** page. Use the **Systems** tab on the **Assignments** page to view and specify the configuration and connection type for each system. The **Config Rules** tab allows you to define rules to be applied to specific configurations. If there are multiple SysTrack masters, the **Move Systems** tab enables you to move systems from one master to another. The **Deployment** tab lets you roll out deployment by adding groups to stages, or by upgrading all systems at once.

> [!NOTE]
> **NOTE**: Configuration changes are normally done periodically during routine processing. If you want an applied configuration to be accepted immediately, run the **Read Configuration** command from the **Command Dashboard** on Configure's **Administration** page..

## Use the Systems Tab

The **Systems** tab provides a display of the current tree, including System Name, Configuration, Connection Type, Online Status, Agent Version, Install Status, Last Connect, IP Address, Domain, and Operating System. New systems can be added, and the configuration and connection type can be changed for one or more selected systems using the drop-downs in those columns. An **Upgrade agent** icon ![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_systems4.png) appears in the **Agent Version** column for those systems that can be upgraded. Clicking the icon designates the system for upgrade to the latest version from the master the next time a process check runs.

### Add Systems to the Assignments Tree

1. Click the lock icon on the top right of the page to unlock SysTrack Configure for editing.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_systems3.png)
2. Use the drop-down list to display **All Systems** or only those belonging to a particular group, such as desktops, office systems, or virtual systems. You can also enter text in the **Search value** field or click the filter icon to specify advanced filter criteria.
3. Click the **+** to the right of the drop-down list. The **Add A System To The Tree** dialog appears.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_systems2.png)
4. Specify the system to be added in the **Name** field.
5. Select **Default** or **LocalDB** database type.
6. You can add more than one system at a time by optionally entering a line-separated list of systems or by clicking **From File** and selecting a prepared file containing a line-separated list of systems.
7. Click the **Add** button. The specified system or systems are added to the Assignments tree with the default configuration assigned.
8. Optionally, select one or more systems and use the **Configuration** drop-down list to select a different configuration or the **Connection Type** drop-down list to select a different type of connection.
9. When satisfied with your configuration assignments, click the **Save Changes** button in the upper right.
10. Click the lock icon on the top right of the page to end your editing session and lock SysTrack Configure.

### Remove a System from the Assignments Tree

1. Click the lock icon on the top right of the page to unlock SysTrack Configure for editing.
2. Select the system to be removed from the list of systems in the Assignments tree.
3. Click the **X** to the right of the drop-down list. The selected system is removed from the tree.
4. Click the **Save Changes** button in the upper right.
5. Click the lock icon on the top right of the page to end your editing session and lock SysTrack Configure.

Depending on your SysTrack implementation, you may also see buttons to the right of the drop-down list that enable you to repair an Agent installation or cancel an Agent uninstall.

## Use the Move Systems Tab

If multiple SysTrack masters are in use, the **Move Systems** tab is displayed, and any system in the **Systems** tab tree can be moved to a different SysTrack target master.

### Move a System to a New Target Master

1. Click the lock icon on the top right of the page to unlock SysTrack Configure for editing.
2. Click the **+** in the upper right to add one or more systems to the grid. The **Move Systems** dialog appears.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_movesystems1.png)
3. From the drop-down in the upper left, select the target master that the system or systems will be moved to.
4. Either choose **Select Systems** and select one or more systems from the displayed list, or choose **Select Group** and select the desired group from the list below. You can also enter text in the **Search value** field or click the filter icon to specify advanced filter criteria.
5. Click the **Move Selected** button. Each of the selected systems is shown in the **Move Systems** grid, along with their **Target Master** and **Request Time**. Movement of systems is done at periodic intervals during routine SysTrack processing, and the systems remain in the grid until that time.
6. Optionally, to remove one or more systems from the **Move Systems** grid before they are moved, select the desired systems, then click the **X** in the upper left.
7. Click the lock icon on the top right of the page to end your editing session and lock SysTrack Configure.

## Use the Config Rules Tab

Rules can be created and applied to specific systems on the **Config Rules** tab. Rules contain SQL and can be enabled or disabled, added or removed. A routine process regularly assigns the specified configuration to systems within a group matching the SQL definition.

### Create a Configuration Rule

1. Click the lock icon on the top right of the page to unlock SysTrack Configure for editing.
2. Click the **+** in the upper left. The **SQL** dialog appears, enabling you to enter custom SQL for your configuration rule or select a predefined template.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_configrules1.png)
3. Enter your custom SQL or select a template from the list on the right, which will display that template's SQL. Template parameters may support a list of values. Enter them in the field provided, separating values with a vertical bar **|** delimiter. You can clear the selected template's SQL by clicking the **Clear Template Selection** button.
4. To validate the SQL entered, click the **Test SQL** button. The test will display a list systems matching the query. The SQL must be valid.
5. When satisfied with your SQL, click **OK** to save it as a Config Rule. The new rule is added to the current list.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_configrules2.png)
6. For each Config Rule listed, you can use the **Enable** checkbox to enable or disable the rule, and use the **Configuration** drop-down list to select or change the designated configuration.

> [!NOTE]
> **NOTE**: The **Inheritable** checkbox determines whether the configuration specified in the rule will be inherited in SysTrack Deploy (on-premises only).
7. To delete an unwanted rule, select it and click the **X** in the upper left.
8. When satisfied with your Config Rules, click the **Save Changes** button in the upper right.
9. Click the lock icon on the top right of the page to end your editing session and lock SysTrack Configure.

## Use the Deployment Tab

New versions of the SysTrack Agent are deployed to systems in the tree, either in stages or all at once, using the **Deployment** tab. A pause/play button allows you to pause deployment and start it again. If used, deployment stages are listed, and additional stages can be added. Overall deployment progress, threshold, and stage timeout are charted. Details of the current stage are shown on the right, including threshold percentage, success timeout, start criteria, and start time.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_deployment1.png)

### Add, Edit, or Remove Deployment Stages

1. Click the lock icon on the top right of the page to unlock SysTrack Configure for editing.
2. Click the **Stage +** button to start adding a new stage or click the **Stage Details** button to edit an existing stage. The **Stage Manager** dialog appears showing the currently defined stages.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/assignments_deployment2.png)
3. To add a new stage, click the **+** button in the lower left. A new stage is added prior to the Final Stage.
4. Choose a group from the **Select Group** drop-down on the left. Groups might include office systems, laptops, remote systems, virtual systems, and physical systems.
5. Choose **Automatic** or **Manual** from the **Start Criteria** drop-down. Each group with automatic start will run in the sequence shown after completion of the previously staged group. Stages set to manual start must be started from the **Deployment** tab.
6. In the **Threshold** field, enter the percentage of systems in the selected group that must complete deployment for the stage to be considered complete.
7. In the **Success Timeout** field, enter the maximum number of days allowed to reach the specified threshold for that stage. If the threshold is not reached within the success timeout period, the deployment process does not continue to the next stage.
8. To remove one of the stages from the scheduled deployments, click the trash can icon on the right.
9. When the desired stages have been established, click the **Save** button. The stages are displayed with the progress, threshold, and timeout for each.
10. Click the lock icon on the top right of the page to end your editing session and lock SysTrack Configure.