Use Vision-Bot to Review a Mac Environment

We built Vision-Bot to help us — and our clients — quickly evaluate a fleet of Apple devices. Trouble areas are prominently highlighted in orange for warnings and red for critical issues. Color coding and help menus make it easy for anyone to see where realignment may be required.

• Vision-Bot Log In: https://vision-bot.app/
• Vision-Bot Overview
• Vision-Bot Video

Knowing where to remediate is critical to keeping pace with increasingly complex and rapid technological changes. Our service desk references Vision-Bot to understand the hardware and software a client uses so we can solve problems faster. Our Account Managers reference this information during business reviews. Our Field and Remote Operations teams look to this information during scheduled visits.

Business Reviews

During business reviews, Account Managers run a Device Report within Vision-Bot to review the results with clients — paying particular attention to the following items.

• Purchased
  Desired state: 3-4 years or newer
  Any Mac four years or older should be replaced. Creative professionals may benefit from replacing their Mac every three years. See Device Lifecycle Policy and Sell Your Old Devices for Money.
  
  
• Last Check-In
  Desired state: Not Red
  We suggest using Vision-Bot to complete the Apple Trade-In for Business Template if the Mac is unused. See Sell Your Old Devices for Money. If the Mac should be checking in but is not, then ask the Ntiva Apple Team for guidance. 
  
  
• OS
  Desired state: 12.6.1
  If at least one Mac is running macOS 12 Monterey at a location, they should all be running macOS 12 Monterey. Encourage upgrading any Mac running macOS 11 or older and updating any Macs running 12.4 or older.
  
  

Scheduled Visits

In addition to the items above, Field and Remote Operations run a Device Report within Vision-Bot to evaluate and address these areas during scheduled onsite and remote visits.

• Security
  Desired state: Encrypted
  All notebooks should be Encrypted. Ask the Apple Team what to do next if they are not.
  
  
• FileVault Key Escrowed
  Desired state: Yes
  If any Mac reports No and is Encrypted, then run the FileVault - User-driven key rotation and escrow policy from Addigy or MacManage (on the Mac). This action will create a popup for users to type in their password and escrow the key. 
  
• Backup
  Desired state: Last backup within the previous 7 days
  Not all locations have workstation backups, but if they do — and the Mac is checking in but not backing up as expected, then reach out to the Ntiva Apple Team for assistance.
  
  
• % Full
  Desired state: 80% or lower
  This percentage pertains to the Boot Disk. Reach out to the user directly about this. See, Running Low on Space on Your Mac? Here’s How to Clear Unnecessary Data
  
  
• Software Update
  Desired state: Up-to-Date
  Reach out to the user directly about this. See “Nudge” Notifications of macOS Updates — and the section at the bottom of that article: TROUBLE APPLYING UPDATES?