Documentation Index

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Operations - Create, Manage and Monitor

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Operations are used to deploy operating system updates to managed Apple devices. Each operation defines which update should be installed, the devices that will receive the update, and how the installation should be carried out.

The Operations section provides a centralized view of all update deployments, allowing administrators to create new deployments, monitor ongoing installations, review completed deployments, and track update activity across their device fleet.

The dashboard also provides visibility into deployment status, installation progress, and update protocols being used for each operation.

Operations Dashboard

The Operations dashboard provides a high-level summary of macOS update deployments.

Administrators can quickly review deployment activity through the summary widgets displayed at the top of the page.

  1. Total: Displays the total number of update operations created within the selected time period.

  2. In-Progress: Displays operations that are currently in-progress and being processed on one or more devices.

  3. Finished: Displays operations that have completed their deployment lifecycle.

  4. Type: Provides a distribution of operations based on deployment type, such as:

    • Admin-Initiated

    • User-Initiated

    • Migrated Operations

    This helps administrators understand how updates are being deployed throughout the organization.

  5. Protocol: Displays the distribution of operations based on the deployment protocol used. Depending on device compatibility, operations may be deployed using:

    • Declarative Device Management (DDM)

    • Mobile Device Management (MDM)

    Clicking on each card takes you to the respective tab for viewing more details

Filtering Operations

The dashboard includes filtering options that help administrators locate specific deployments.

Operations can be filtered using:

  • Operation Status

  • Update Version

  • Device Group

  • Date Range

These filters simplify the process of identifying deployments, troubleshooting issues, and reviewing update activity.

Administrators can also export operation data using the Export CSV option for reporting and audit purposes.

Ongoing Operations

The Ongoing Operations tab displays deployments that are currently in progress.

For each operation, administrators can monitor:

  1. Deployment status

  2. Target devices

  3. Update version

  4. Installation progress

  5. Protocol used

This view provides real-time visibility into active deployments and helps administrators track update rollouts as they occur.

Operations History

The Operations History tab provides a record of completed, cancelled, and previously executed deployments.

This section can be used to:

  • Review historical deployments

  • Verify deployment outcomes

  • Audit update activities

  • Investigate installation issues

  • Track organizational update compliance

Historical records remain available for future reference and reporting.

Creating an Operation

To create an operation:

  1. Navigate to Operations.

  2. Click Create Operation.

  3. Select the update to deploy.

  4. Choose target devices.

  5. Configure deployment settings.

  6. Review the configuration.

  7. Click Create Operation.

The operation creation workflow consists of four guided steps.

Step 1 : Select Update

The first step allows administrators to select the operating system update that will be deployed.

The available update list displays updates that are currently supported for deployment on managed devices.

Update Information

After selecting an update, detailed information is displayed, including:

  • Version

  • Build Number

  • Release Date

  • Expiration Date

This information helps administrators validate the update before proceeding with deployment.

Select Deployment Protocol

Administrators can choose the deployment protocol that will be used for the operation.

1. Declarative Device Management (DDM)

DDM enables devices to receive update declarations and process them directly on the device. This deployment method provides a modern update experience and is recommended for supported devices. Key capabilities include:

  • Update enforcement deadlines

  • Catalog availability

  • Immediate installation workflows

  • Improved deployment reliability

DDM is available for compatible devices running supported macOS versions.

2. Legacy MDM

Legacy MDM uses Apple's traditional update management framework and is available for older device versions that do not support DDM. Key capabilities include:

  • Scheduled installations

  • Immediate installation

  • Catalog availability

The available protocol options may vary depending on device operating system compatibility.

Step 2: Select Devices

The Select Devices step allows administrators to choose the devices that will receive the selected update.

The device inventory displays information such as:

  • Device Name

  • Current Operating System Version

  • Associated Profile or Group

  • Existing Operations

Administrators can use search and filtering options to quickly locate specific devices.

Updates can be deployed to:

  • Individual devices

  • Multiple devices

  • Entire device groups

This flexibility allows organizations to perform phased rollouts or organization-wide deployments as required.

Step 3: Configure Settings

The Configure Settings step determines how the update will be delivered and installed on the selected devices.

Administrators can choose between different deployment methods depending on organizational requirements.

Enforce Update at Schedule

This option schedules a mandatory installation at a specified date and time.

The selected schedule is enforced using the chosen deployment protocol.

Administrators can configure:

  • Enforcement date

  • Enforcement time

  • Device local timezone execution

When the scheduled deadline is reached, the update installation begins automatically. If required, the device may restart to complete the installation process.

This deployment method is commonly used for planned update rollouts and compliance-driven update strategies.

Add to Catalog

When enabled, the update is made available through the Scalefusion application catalog.

Users can view the available update and choose to install it before the configured enforcement deadline.

This option provides users with flexibility while ensuring that updates remain visible and accessible.

Display Reminder

Administrators can configure reminder notifications that inform users about available updates and upcoming enforcement deadlines.

Reminders help improve update adoption and reduce the likelihood of missed installations.

Install Imeditately

This option initiates update installation as soon as the required update files become available on the device.

The installation process begins without waiting for a scheduled deadline.

This deployment method is typically used for:

  • Critical security updates

  • Urgent patch deployments

  • Time-sensitive operating system updates

If a restart is required, users receive the appropriate notification before the device reboots.

Step 3: Review & Confirm

The final step presents a summary of the entire deployment configuration.

Administrators can review:

  • Selected update

  • Deployment protocol

  • Target devices

  • Installation method

  • Enforcement settings

  • Reminder configuration

This review step helps ensure that the deployment has been configured correctly before execution.

After verifying the details, click Create Operation to start the deployment.

Note: If you choose a device that is already having another operation going the device would be removed from the earlier operation list and queued in the newer operation list.

Operation Details

The Operation Details Panel opens when you select an operation from the Operations list. It slides in from the right side of the screen and provides detailed information about the selected update operation. This view helps administrators monitor deployment progress and identify devices that may require attention.

Operation Overview

The panel displays key operation information, including:

  1. Operation ID

  2. Operation Type (for example, User-Initiated)

  3. Operation Protocol (for example, MDM)

  4. Update Name and Version

  5. Build Number

  6. Operation Start Date and Time

  7. Elapsed Time

  8. Device Progress showing completed devices versus total targeted devices

Cancel Operation

For eligible in-progress operations, administrators can cancel the operation directly from the panel by clicking on Cancel Operation. On doing so:

  1. A confirmation dialog is displayed before cancellation.

  2. Devices that have already completed the update or are actively installing are not affected.  

  3. This option is not available for completed, cancelled, or MDM-based operations.

Installation Settings

This panel displays the update deployment method and related settings. Supported deployment methods include:

  • Scheduled Installation: Shows the enforced installation date and time, catalog settings, and reminder configuration.

  • Install Immediately: Indicates that the update will be installed as soon as it is downloaded.

Devices Tab

The Devices tab provides visibility into all devices targeted by the operation.

You can narrow results using:

  • Device Group filter

  • Update Status filter

  • Search by device name or serial number

A Clear Filter option appears whenever filters are applied.

Device Status Table

The table displays:

  • Device Name

  • Current OS Version

  • Assigned Profile or Group

  • Current Update Status

  • Device Actions

Supported update statuses include:

  • Pending

  • Approved

  • User Approved

  • Downloading

  • Downloaded

  • Preparing

  • Installing

  • Retry

  • Installed

  • Obsolete

  • Failed

  • Cancelled

  • Deprecated

You can open a device's details page directly from the table.

Export CSV

Export device status information to a CSV file for reporting and analysis.

Events Tab

The Events tab provides a chronological audit trail of all activity related to the operation.

Events can be filtered by:

  • Specific Device

  • Event Type

A Clear Filter option is available when filters are active.

Event Log

The events table includes:

  • Event Type

  • Event Details

  • Associated Device

  • Timestamp

Logs older than 90 days are automatically removed.

Common event types include:

  • Operation Created

  • Operation Completed

  • Operation Cancellation Requested

  • Download Started / Completed / Failed

  • Installation Started / Completed / Failed

  • Retry Events

  • User Approval Events

  • Device Migration Events

Event Details

Each event provides additional contextual information, such as error messages, retry attempts, installation progress, and other operation-specific details.

Export CSV

Export event history to a CSV file for auditing and troubleshooting.