Cisco AI Endpoint Analytics

Introduction to Cisco AI Endpoint Analytics

Visibility is the first step towards securing an endpoint. Cisco AI Endpoint Analytics is an endpoint visibility solution that helps you identify and profile endpoints and Internet of Things (IoT) devices. The Cisco AI Endpoint Analytics engine enables you to assign labels to endpoints, using the telemetry information received from the network from various sources.

You can assign profile labels to endpoints based on factors like the endpoint type, hardware model, manufacturer, operating system type, and so on. This is called multifactor classification.

Cisco AI Endpoint Analytics helps you gather endpoint telemetry from different sources. The primary source is the Network-Based Application Recognition (NBAR) mechanism. The NBAR mechanism is embedded in Catalyst 9000 Series switches (access devices) and performs deep packet inspection (DPI).

You can gather endpoint context information from various sources such as Cisco ISE, self-registration portals, and configuration management database (CMDB) software such as ServiceNow.

You can aggregate varied endpoint information and use the data to profile endpoints in Cisco AI Endpoint Analytics. After endpoints are profiled, AI and machine learning algorithms can also be used to reduce the number of unknown endpoints by intuitively leveraging different methods.

Key Features of Cisco AI Endpoint Analytics

  • Cisco AI Endpoint Analytics dashboard

    The Cisco AI Endpoint Analytics dashboard gives you a comprehensive view of the endpoints that are connected to your network. You can view the number of known, unknown, profiled, and unprofiled endpoints. You can also view intelligent profiling suggestions that are provided to enhance endpoint profiling and management.

  • Reduce net unknowns with machine learning capabilities

    Cisco AI Endpoint Analytics provides profiling suggestions based on learnings from endpoint groupings. You can use these suggestions to reduce the number of unknown or unprofiled endpoints in your network.

  • Manage endpoints with system and custom profiling rules

    Use Cisco-provided system rules and custom rules of your design to reliably profile and manage the endpoints connected to your network.

  • Registration of endpoints through Cisco AI Endpoint Analytics

    You can onboard and profile endpoints using Cisco AI Endpoint Analytics. The endpoint attribute data that is collected through this registration process is used to profile the endpoints.

  • Registration of endpoints using external sources

    You can connect some external sources of endpoint data, such as Configuration Management Databases (CMDB), to Cisco AI Endpoint Analytics. This allows you to easily register, manage, and profile endpoints in your network.

Set Up Cisco AI Endpoint Analytics in Cisco DNA Center

Install Software Updates

Install software updates in Cisco DNA Center to use Cisco AI Endpoint Analytics, as described in the following procedure.

Procedure

Step 1

Log in to Cisco DNA Center.
Step 2

In the Cisco DNA Center GUI, click the Menu icon () and choose System > Software Updates.

Step 3

In the Updates tab displayed, check if Cisco AI Endpoint Analytics, AI Network Analytics, and Application Visibility Service are listed in the Application Updates section. If any of these application updates are visible, click the Install All button.

  • Install the Cisco AI Endpoint Analytics update to access the endpoint profiling solution in your Cisco DNA Center.

  • Install the AI Network Analytics update to use machine learning and AI capabilities to receive intelligent profiling suggestions.

  • Install the Application Visibility Service update to use NBAR and Controller-Based Application Recognition (CBAR) techniques to inform endpoint profiling.

Step 4

If any of these updates are not listed in the Updates tab, click Installed Apps tab to check if the updates are already installed and are available for use. The Installed Apps tab also confirms if the software installation has been successful.

Connect and Enable Data Sources


Note

The data sources that Cisco AI Endpoint Analytics uses may already be connected to your Cisco DNA Center. If the data sources are connected, see the following instructions to ensure that the data sources are available for use by Cisco AI Endpoint Analytics.

You must add Cisco ISE or Catalyst 9000 Series access devices to Cisco DNA Center for Cisco AI Endpoint Analytics to provide results.

  1. Connect Cisco ISE to Cisco DNA Center.

    See the "Integrate Cisco ISE With Cisco DNA Center" section in Chapter "Complete First-Time Setup" in the Cisco DNA Center Appliance Installation Guide pertaining to your release.

    The following Cisco ISE releases support Cisco AI Endpoint Analytics:

    • 2.4 Patch 11 and later

    • 2.6 Patch 5 and later

    • 2.7 Patch 1 and later

    • 3.0

    In your Cisco ISE administration portal:

    1. Choose Work Centers > Profiler > Settings.

    2. Check the Enable Probe Data Publisher check box.

    After Cisco ISE authenticates endpoints through 802.1X or MAB authentication methods, the endpoint attributes collected are made available to Cisco AI Endpoint Analytics. The information is communicated through the probe data publisher.

  2. Connect Cisco 9000 Series access devices to Cisco DNA Center for wired endpoints visibility.

    See the Chapter "Discover Your Network" in the Cisco DNA Center User Guide pertaining to your release.

    Upgrade your Cisco 9000 Series access devices to Cisco IOS-XE Release 17.3.1 or later, to enable Cisco AI Endpoint Analytics.

    To enable CBAR for the required access devices, click the Menu icon () in Cisco DNA Center:

    1. Choose Provision > Services > All Services > Application Visibility.

    2. Select the Cisco Catalyst 9000 access device that you need data from. Check the check box next to the device name in the Site Devices section.

    3. Click Enable CBAR.

  3. (Optional) Connect Cisco Catalyst 9800 Series Wireless Controllers to Cisco DNA Center for wireless endpoints visibility.

    The following Cisco Catalyst 9800 Series Wireless Controller models are supported by Cisco AI Endpoint Analytics, in non-fabric mode:

    • 9800-CL

    • 9800-40

    • 9800-80

    • 9800-L

    To configure and provision a Cisco Catalyst 9800 Series Wireless Controller in Cisco DNA Center, see Cisco Catalyst 9800 Series Wireless Controller Overview.

  4. (Optional) Connect Cisco DNA Traffic Telemetry Appliances to Cisco DNA Center for wired and wireless endpoints visibility, and for third-party network device visibility.

    Cisco DNA Traffic Telemetry Appliances (DN-APL-TTA-M) generate telemetry from mirrored network traffic for endpoint analytics. This appliance enables Network-Based Application Recognition (NBAR)-based protocol inspection and endpoint attribute extraction.

    To receive endpoint attributes collected through the telemetry appliance in Cisco AI Endpoint Analytics, you must integrate Cisco ISE with Cisco DNA Center.

    See Cisco DNA Traffic Telemetry Appliances for information on installing the appliances, connectivity configurations, and managing the appliances in Cisco DNA Center.

    Enable CBAR on Switched Port Analyzer (SPAN)-receiving ports of access switches connected to Cisco DNA Traffic Telemetry Appliances with the following command:

    ip nbar protocol-discovery

    Not all endpoints that are connected to the telemetry appliances are visible in Cisco AI Endpoint Analytics. Only endpoints that are also connected to Network Access Devices (NADs) which are managed in Cisco DNA Center Assurance are visible in Cisco AI Endpoint Analytics.

  5. (Optional) Enable ServiceNow in Cisco DNA Center.

    For information on connecting ServiceNow to Cisco DNA Center, see Chapter "Configurations" in Cisco DNA Center User Guide for your release.

    After connecting ServiceNow to Cisco DNA Center, click the Menu icon () in Cisco DNA Center:

    Choose Platform > Manage > Bundles. If the Status of the bundle Endpoint Attribute Retrieval with ITSM (ServiceNow) is New, click Enable for the bundle.

  6. (Optional) Enable AI Endpoint Analytics in Cisco DNA Center.

    To receive suggestions about AI-based endpoint groupings, automated custom profiling rules, and endpoint labels, you must enable Cisco AI Analytics.

    You must install the software AI Network Analytics to receive these AI-based suggestions.

    1. From the main menu of Cisco DNA Center, choose System > > System Administration > Settings > External Services > Cisco AI Analytics.

    2. Click the AI Endpoint Analytics toggle button to set it to green.

Endpoint Telemetry Sources

Cisco AI Endpoint Analytics receives telemetry data in the following ways.

  • Deep Packet Inspection

    Deep packet inspection is an advanced method of packet analysis that is carried out by Cisco Catalyst 9000 Series access devices. These access devices run NBAR, which inspects application traffic and performs protocol analysis to discover, identify, and profile endpoints with high fidelity.

    Deep packet inspection profiling is based on various attributes that are collected from endpoint traffic to the network. These attributes are collected across multiple protocols, from packet header layers 4 to 7.

  • Configuration Management Database Connection

    Cisco AI Endpoint Analytics receives endpoint data from your Configuration Management Database Connection (CMDB) for greater accuracy in endpoint profiling. The connection with ServiceNow enables you to receive information from the CMDB to Cisco AI Endpoint Analytics.

  • Machine Learning Capabilities

    Data collected for profiling is anonymized and sent to a Cisco cloud location that serves as a device data lake. Here, machine learning algorithms analyze the data available to create profiling rules that you can evaluate and apply, as needed. Smart profiling rules are suggested through Cisco AI Endpoint Analytics to help make endpoint profiling and management simpler and more efficient for you. Existing rules too are evaluated and improvement suggestions provided based on this continuous learning.

Cisco AI Endpoint Analytics Overview Window

Choose Policy > AI Endpoint Analytics from the Cisco DNA Center main menu.

The Overview window displays the following dashlets:

  • Total Endpoints

    This dashlet displays the total number of endpoints in your network in two groups, Fully Profiled and Missing Profiles. Cisco AI Endpoint Analytics profiles endpoints on the basis of four factors, Endpoint Type, OS Type, Hardware Model, and Hardware Manufacturer. If one or more of these factors are missing for an endpoint, it is profiled in the Missing Profiles group.

  • AI Proposals

    Cisco AI Endpoint Analytics uses smart grouping algorithms to group unknown endpoints in your network that have similar profiling data. If you have enabled AI Endpoint Analytics, you will receive the following types of rule proposals. These rule proposals are based on learnings from endpoint clusters:

    • New rules for profiling endpoints that may be similar.

    • Modification proposals for previously accepted rules.

    • Review of profiling rules that are no longer needed.

    For more details, see Modify Profiling Rule Suggestions.

  • Endpoints Missing Profile Label

    This dashlet displays the number of endpoints in your network with missing profiles, categorized by profile label type. There is some overlap in these displays. For example, if an endpoint does not have information for both OS Type and Hardware Model, the endpoint will be included in the count of both labels.

    To check the endpoints with a specific missing profile label, click the label in this dashlet. The Endpoint Inventory window displays a list of endpoints. This list is filtered to display the endpoints for which the selected profile label is unknown.

Endpoint Inventory

The endpoints that are connected to Cisco AI Endpoint Analytics through the data sources, in the Endpoint Inventory window. The window displays a table with the connected endpoints and their profiling information.

The window displays profiling information such as Endpoint Type, OS Type, Location, LLDP System Description, and so on.

To select the profiling information you want to view for the endpoints, click the vertical ellipsis icon at the top-right corner of the table. Choose one of the following sets of profiling information and click Apply:

  • All: All the profiling information that are available is displayed. You cannot edit this set.

  • General: This is a selection of profiling information that gives you a generic view of the endpoints. This is the set of columns displayed by default. You cannot edit this set.

  • Detailed: This is a selection of profiling information that provides a deeper view of the endpoints. You cannot edit this set.

  • Custom: This is the only set that you can edit. Check or uncheck the profiling information you want to view in the Endpoint Inventory window.

You can easily filter a set of endpoints based on your requirement. You can register endpoints, and edit, delete, and profile registered endpoints. To see the complete details of an endpoint, click the MAC Address of the endpoint.

You can select single or multiple endpoints by checking the check box adjacent to the MAC addresses to filter or perform the corresponding action.

Filter Endpoints

Using the filter option, you can view and action upon a set of endpoints. These endpoints can you be filtered based their profiling data, primary profiling labels, known profiles, and health status.

In order to filter the endpoints, follow the below steps:

  1. In the Endpoint Inventory window, click Filter.

  2. Choose a value from each of the following drop-down list:

    • Mac Address

    • Endpoint Type

    • Hardware Model

    • Hardware Manufacturer

    • OS Type

    • Registration status

  3. Click Apply.

You can also filter the profiled endpoints displayed by the four primary profiling labels. Click one or more of the labels in the View Known Profiles section.

The health status of endpoints is updated every five minutes. You can filter endpoints based on their health status by clicking one of the following In Network options:

  • All: All the endpoints in the network are displayed, regardless of their health status.

  • Active: Only the endpoints that are active in the network are displayed.

  • Inactive: Only the endpoints that are no longer active in the network are displayed.

Attribute Glossary

Attribute glossary is a list of all the profiling attributes available from Cisco ISE probe data.

In order to view all the profiling attributes, follow these steps:

  1. In the Endpoint Inventory window, click the MAC address of an endpoint.

  2. In the new area that is displayed on the right side, click View Attribute Glossary.

The Attribute Glossary window displays the following information for each attribute:

  • Key profiling attributes

  • Description

  • Associated Profile Labels

  • Source

  • Dictionary

  • Discovery Method

The glossary gives you a detailed view of all the profiling attributes. If a profiling attribute is frequently used to create a profile label, the label is listed in the Associated Profile Labels column.

You can also view the attribute glossary in the Choose Attribute Condition window while creating a logical condition for the rules. For more information, see Create a Custom Rule.

Register Endpoints

You can onboard and profile new endpoints by registering them in Cisco AI Endpoint Analytics. The profiling information of an endpoint is the source of truth for classification. You can also update new profile information for a registered endpoint using the Register Endpoint option.

Procedure

Step 1

Choose Actions > Register Endpoints.

Step 2

Choose whether you want to register a single endpoint or multiple endpoints, by clicking the Single or Bulk radio button.

Option

Steps

Single

Enter the MAC Address, Endpoint Type, Hardware Model and Hardware Manufacturer for the endpoint.

Bulk

  1. Download a .csv template by clicking the Download .csv Template option.

  2. In the downloaded .csv file, enter the following details for each endpoint you must register: MAC address, endpoint type, hardware model, and hardware manufacturer. Save this file.

  3. Upload the .csv file using the Choose a File option.

You can register a maximum of 500 endpoints at a time using the Bulk option.

Step 3

Click Next.

Step 4

Review the endpoint details in the Review Endpoint window. You can also edit the endpoint details, if changes are required.

Note 

While registering an existing endpoint, the profile label changes of the endpoint are reflected in purple color and can be edited.

Step 5

Click Next to continue with the registration process.

Step 6

Click Register.

Edit Registered Endpoints

You can update the profiling information of registered endpoints from the Endpoint Inventory window.

Procedure

Step 1

Check the check box adjacent to the MAC address of the endpoint that you want to edit.
Step 2

Click Actions.

Step 3

Click Edit Endpoint.

Step 4

Enter the Endpoint Type, Hardware Model, and Hardware Manufacturer details.

Step 5

Click Save.

Delete Registered Endpoints

If there are registered endpoints that are no a longer part of your network, you can delete them from Cisco AI Endpoint Analytics.

Procedure

Step 1

Check the check box adjacent to the MAC address of the endpoints that you want to delete.
Step 2

Click Actions.

Step 3

Click Delete Endpoint.

The following message is displayed:

Do you really want to delete the selected endpoint(s)?
Step 4

Click Yes to permanently delete the endpoint from Cisco AI Endpoint Analytics.

Profiling Rules

Profiling rules in Cisco AI Endpoint Analytics enable you to group endpoints with a combination of common attributes. These attributes allow endpoint identification by Endpoint Type, OS Type, Hardware model, and Hardware Manufacturer. The profiling rules help you administer and manage many endpoints with ease.

Cisco AI Endpoints Analytics receives profiling data from network devices through DPI, media protocols, medical industry protocols, and more. Profiling data from Cisco ISE is communicated through pxGrid. These profiling attributes are then available in the device dictionary for authoring profile rules.

You can view the profiling rules in the Profiling Rules tab of Cisco AI Endpoints Analytics. In the table that is displayed under this tab, click a Rule Name entry to view the assigned profiles and attributes used.

The profiling rules that are used to profile the endpoints in Cisco AI Endpoint Analytics are:

  • System Rules

  • Custom Rules

  • Cisco AI Rules

Rule Prioritization

The profiling rules in Cisco AI Endpoint Analytics have an order of priority. Profiling rule execution follows this rule priority to profile endpoints with high fidelity.

As user inputs are primary in Cisco AI Endpoint Analytics, the priority of the profiling rules is as follows:

  • Administrator-created static profiles, for example, profiles added using the Register Endpoints option.

  • Administrator-created custom rules.

  • Cisco-provided system rules that are available by default.

  • Auto-generated rules through the machine learning-enabled Smart Grouping workflow.

To view the set rule priority, click Rule Prioritization in the Profiling Rules window.

A registered endpoint can be profiled by multiple Cisco AI Endpoint Analytics rules for different profiling labels. The following table shows the design of profiling rules for two endpoints.

Endpoint 1

Endpoint 2

Hardware Model profiled by System Rule

OS Type profiled by Cisco AI Rule

Hardware Manufacturer profiled by Custom Rule

Hardware Model profiled by System Rule

Hardware Model profiled by Custom Rule

Hardware Model profiled by Cisco AI Rule

For Endpoint 2, rule priority results in the precedence of the custom rule over the others. The Hardware Model label for Endpoint 2 is profiled by the custom rule.

For Endpoint 1, different rules define different profile labels, and each label is profiled accordingly.

Filter Profiling Rules

Procedure

Step 1

In the Profiling Rules window, click Filter.

Step 2

Enter a name in the Rule Name field.

Step 3

Select values for endpoint attributes from the corresponding drop-down lists, to filter for a set of endpoints.
Step 4

Click Apply.

View Updated Profiling Rules

Procedure

Step 1

Go to the Endpoint Inventory window.

Step 2

Click the check box adjacent to the MAC Address of the endpoint to view the profiling details of the endpoint.
Step 3

Click the information icon next to profile labels, and click the rule name to view the assigned profile and attributes details.

System Rules

Cisco AI Endpoint Analytics provides predefined rules called System rules for profiling endpoints. When Cisco AI Endpoint Analytics is deployed, it provides day zero visibility into endpoints without any need to configure specific rules.

Newly onboarded endpoints are profiled using system rules by default.

Network devices are managed in Cisco DNA Center in the Provision > Network Devices > Inventory window.

These network devices are profiled by the system rules and are not visible in the Cisco AI Endpoint Analytics Endpoint Inventory window. However, you can view the endpoints profiled by custom rules because the custom rules are created with network device as Device Type.

Custom Rules

In addition to the system rules, you can also create custom rules for profiling endpoints using a combination of endpoint attributes. Custom rules precede all the other endpoint profiling rules in Cisco AI Endpoint Analytics.

Logic and Conditions for Profiling Rules

You can create custom profiling rules in the Endpoint Inventory window. To create a custom profiling rule, you must create a logical condition based on endpoint attributes and values. These attributes are collected from network probe data and are different from the classification attributes available in the Attribute Glossary window.

A value is a user input that uniquely identifies the group of endpoints. The attributes and values create a regular expression with the help of the following operators.

Operators Description

Contains

Attribute has the selected value.

Equals

Attribute is strictly mapped to the selected value.

Matches

Attribute should match the regular expression pattern of the selected value.

Starts With

Attribute should start with the selected value.

Note

Contains, Equals, and Starts With are case-sensitive operators. For case-insensitive values, use the Matches operator.

These conditions can be further combined with the help of logic (AND and OR) to create a nested rule.

Create and Edit a Logical Condition

Follow the below instruction to create a logical condition.

Procedure
Step 1

In the Choose Attribute Conditions window, check the check box adjacent to the Attribute that you want to update.

Step 2

Choose a option from the Operator drop-down lists.

Step 3

Enter the value in the Value field.

Step 4

Click Next.

Step 5

In the Add Logic to Conditions window that is displayed, drag and drop the AND logic or the OR logic between the conditions in order to create a logical sequence of conditions for a custom rule.

Note 

You can also add or edit an attribute condition in the Add Logical Conditions window using the vertical ellipsis next to a condition.

Step 6

Click Next.

Create a Custom Rule

Procedure
Step 1

In the Endpoint Inventory window, check the check box adjacent to the MAC address of the endpoints that you want to profile.

Step 2

Click Actions and select Profile with Custom Rules.

Step 3

In the Name Rule and Type window that is displayed, in the Rule Name field, enter a name for the rule, and from the Profile Label drop-down list, choose a label.

Depending on what you choose from the Profile Label drop-down list, a corresponding field, whose name is dynamically updated, is displayed. For example, if you choose Endpoint Type, the Endpoint Type field appears.

Step 4

Enter a value in the new field that is displayed. As you start entering information, matching options are displayed. If an option matches your requirements, select the same. Otherwise, enter the complete type name.

Step 5

Click Next.

Step 6

In the Choose Attribute Conditions window that is displayed, create a logical condition.

For more information, see Logical Conditions
Step 7

In the Review Rule window, review the list of endpoints that are going to be profiled with this custom rule.

Step 8

Click Next.

Step 9

Click Profile.

Edit a Custom Rule

Procedure
Step 1

In the Profiling Rules window, check the check box adjacent to the admin rule you want to edit.

Step 2

Click Actions and select Edit.

Step 3

In the Edit window that is displayed, in the Rule Name field, enter a name for the rule, and select or enter the profile details based on the Profile Label selected during the rule creation.

Step 4

In the Logic and Conditions section, click on the vertical ellipsis and select Edit to update the logic and conditions for profiling rules. For more information, see Logical Conditions.

Step 5

Click Next.

Step 6

Click Apply.

After the existing rule is updated with new profiling details, the endpoints profiled with this rule are updated with new profiling details.

Delete Custom Rules

Procedure
Step 1

In the Profiling Rules window, check the check box adjacent to the rule you want to delete.

Step 2

Click Actions and select Delete .

The following message is displayed:

Do you really want to delete the selected Rule(s)?
Step 3

Click Yes to permanently delete the rule(s) from the Cisco AI Endpoint Analytics.

After the custom rule is deleted, the endpoints profiled with this rule are updated with system rules.

Cisco Al Rules or Smart Grouping

Cisco AI Endpoint Analytics uses ML cloud to group unknown endpoints on your network dynamically. It also allows you to assign custom labels to groups of unknown endpoints. You can review the clusters and accept or reject the profiling suggestions provided.

When you accept the profiling suggestions, a profiling rule is automatically created to profile the selected endpoints, and to profile similar endpoints that join your network in the future.

Modify Profiling Rule Suggestions

The AI Proposal dashlet on the Endpoint Analytics home page displays rule suggestions based on the endpoint clusters generated by Smart Grouping. To view an AI proposal, click Review adjacent to the corresponding proposal type and proceed according to the following decision chart.

Import Profiling Rules

You can migrate your custom profiling rules and Cisco AI rules by importing the .json files.

Procedure

Step 1

In the Profiling Rule window, click Actions
Step 2

Choose Import Profiling Rules.

Step 3

Click Choose a file and browse to the .json file in your system.

Step 4

Click Ok.

Export Profiling Rules

You can export and back up custom rules and Cisco AI profiling rules from Cisco AI Endpoint Analytics. The Export Profiling Rules option exports all the available custom rules and Cisco AI profiling rules. You cannot selectively export rules.

Procedure

Step 1

In the Profiling Rules window, click Actions.

Step 2

Choose Export Profiling Rules.

Step 3

Click Yes to export all the custom and ML profiling rules. Click No to exit.

Note 

You can import the same file again into Cisco AI Endpoint Analytics.

Hierarchy

Cisco AI Endpoint Analytics hierarchy helps you create logical groupings of endpoints, based on the endpoint types. Creating categories and subcategories for the endpoints focuses on endpoint visibility and simplifies the authorization process.

You can create categories from the All Endpoints default parent category. The category details such as total number of endpoints, endpoint types, and subcategories are listed within individual boxes in the Hierarchy window.

You can create, edit, and delete the categories to reorder the hierarchy.

Create Category and Subcategory

Procedure

Step 1

In the Hierarchy window, click the horizontal ellipsis of the parent category.

Step 2

Click Create Category.

Step 3

Enter a category name.
Step 4

Click Enter.

What to do next

After you create a category, you can drag and drop endpoint types from the Endpoint Type window, or edit the category to add endpoints to it.

Edit a Category or Subcategory

Procedure

Step 1

In the Hierarchy window, click on the horizontal ellipsis of the category.

Step 2

Click Edit.

Step 3

In the Edit window that is displayed, enter the Category Name.

Step 4

Enter the Parent Category from the drop-down menu, if you want to reassign the category.

Step 5

Click the Endpoint Type tab.

Step 6

Click Actions and select Add Endpoint Type.

Step 7

Choose the endpoint type from the Search Dropdown list.

Step 8

Click Save.

What to do next

In the Endpoint Type window, you can filter the endpoint types as All, Available, and Assigned.

Delete Endpoint Types from Category

Procedure

Step 1

In the Hierarchy window, click the horizontal ellipsis of the category that you want to delete.

Step 2

Click Edit.

Step 3

In the Edit window, click the Endpoint Type tab.

Step 4

Check the check box adjacent to the endpoint type that you want to delete.
Step 5

Click Actions and choose Remove From Category.

The following message displays:

Are you sure you want to delete this category?
Step 6

Click Yes to delete the endpoint from the category. Click No to exit.

Reassign Endpoint Types from Category

Procedure

Step 1

In the Hierarchy window, click the horizontal ellipsis of the category.

Step 2

Click Edit.

Step 3

In the Edit window, click the Endpoint Type tab.

Step 4

Check the check box adjacent to the endpoint type that you want to reassign.
Step 5

Click Actions and choose Re-assign to existing category or Re-assign to a new category.

Option Steps

Re-assign to existing category

  1. In the Reassign window, choose an existing category from the Category drop down list.

  2. Click Save.

Re-assign to a new category

  1. In the Reassign window, choose New Category from the Category drop down list.

  2. Choose a parent category from the Parent Category drop down list.

  3. Enter the category name in the New Category field.

  4. Click Save

Delete a Category

Before you begin

Before you delete a parent category, check its subcategories. You can reassign the subcategories to another existing category or to a new category. Otherwise, all the subcategories will get deleted along with the parent category. You can also reassign the subcategories while you are deleting a category.

Procedure

Step 1

In the Hierarchy window, click on the horizontal ellipsis of the category.

Step 2

Click Delete.

If you are deleting a category that has subcategories assigned to it, the Reassign Relationships dialog box is displayed. Select the one of the following options:

Option

Condition

Steps

Reassign to an existing category

Reassign the subcategories to an existing category.

  1. Select a category from the Category drop-down list.

  2. Click Reassign.

The parent category is deleted and its subcategories will be reassigned to the selected category.

Reassign to a new category

Reassign the subcategories to an existing category.

  1. Select a category from the Parent Category drop-down list.

  2. Enter the category name in the New Category field.

  3. Click Reassign.

The parent category is deleted and its subcategories are reassigned to the new category.

Remove from category

Delete the subcategories along with the parent category.

Click Reassign.

The parent category and its subcategories are deleted.