Configuration Sets

Last published : Oct 30, 2026
This page lets you manage your configuration sets. A configuration set is a logical container used to organize a set of Workspace Environment Management™ (WEM) configurations. You can perform the following operations:
  • Add a configuration set
  • Edit or delete a configuration set
  • Add configuration sets to favorites
  • Apply recommended settings
  • Configure settings for a configuration set
  • Save a backup copy of your current configuration
  • Revert to a previously backed up version of your WEM service configuration
  • Search for a configuration set using the search box
  • Refresh the configurtion list
Note:
  • Full administrators can perform all these operations.
  • Read-only restricted administrators can only view and refresh configuration sets within their assigned scopes.
There are two built-in configuration sets:
  • Default Site. A built-in WEM configuration set.
  • Unbound Agents. A built-in WEM configuration set. Available for use only with agents that are not bound to any configuration set. To apply the settings of this configuration set to those agents, go to Directory Objects > Advanced settings.
Note:
  • For Default Site, you cannot delete it. You can change its name and description if necessary.
  • For Unbound Agents, you cannot delete or edit it. The Edit configuration set option is unavailable.
Related information
Manage (web console)
ActionsSecurityAssignmentsTriggersSystem OptimizationProfilesScripted TasksApp package deliveryAdvanced settingsTransformer settings

Add a configuration set

You create a configuration set to apply settings to directory objects (users, machines, groups, and OUs). To do so, perform the following steps:
  1. On the Configuration sets node, click Add configuration set.
  2. Enter a name for the configuration set.
  3. Enter a description to help identify the configuration set.
  4. (Optional) Select a scope for the configuration set. If you leave this field empty, only full administrators can access it.
  5. Click Save.

Edit or delete a configuration set

To edit or delete a configuration set, perform the following steps:
  1. On the Configuration sets node, locate the configuration set.
  2. Click the configuration set. The details view of the configuration set appears.
  3. In the upper right corner, click Edit configuration set.
  4. Edit the name, description or scope. Or, click Delete configuration set.

Add configuration sets to favorites

To add a configuration set to favorites, perform the following steps:
  1. On the Configuration sets node, locate the configuration set.
  2. Click the configuration set.
  3. In the upper right corner, click Add to favorites.
Note:
  • You can favorite up to five configuration sets.
  • Favorites are saved on a per-administrator basis.
Recommended settings are predefined configuration templates that help you standardize configurations across sites and environments and reduce repetitive configuration tasks.
To apply recommended settings to a configuration set, perform the following steps:
  1. On the Configuration sets node, locate and click the configuration set.
  2. In the upper right corner, click Configuration set options, and then select Apply recommended settings.
  3. Click Save to apply the recommended settings to the configuration set.

Configure settings for a configuration set

To configure settings for a configuration set, perform the following steps:
  1. On the Configuration sets node, locate the configuration set.
  2. Click the configuration set.
  3. Configure settings as needed.
You can configure the following settings for a configuration set:

Back up and restore

The Backup and restore page displays a list of your existing backups. The Content type column shows what each backup contains: Configuration set, Configuration set (Automatic backup), Selected configuration items, or Settings.
For each backup, you can perform the following operations:
  • Restore. Restores a configuration from the backup. For steps, see Restore a backup.
  • Download. Saves a copy of the backup to your local machine. The backup is saved to the default download location of your browser. Entire-configuration-set backups are JSON files. Selective backups are ZIP files.
  • Delete. Deletes an existing backup.
You can also perform the following operations:

Upload a configuration file

You can upload a backup file to revert to a previous backup. A backup file can contain a configuration set, selected configuration items, or Profile Management settings.
Note:
Only WEM full administrators can upload configuration files and manage automatic backups.
To upload a file, perform the following steps:
  1. Click Upload. The Upload backup file wizard appears.
  2. Click Browse, browse to the file you want to upload, select the file, and then click Open. You are returned to the Upload backup file wizard.
  3. Specify a name for your file.
  4. Click Upload to start the upload.
Note:
  • You can upload JSON and ZIP files smaller than 5 MB.
  • Entire-configuration-set backups are JSON files. Selective backups are ZIP files.

Manage automatic backup

You can save a backup of a configuration set automatically. The feature supports storing up to 25 backup files for each configuration set before starting to overwrite the oldest existing file. You cannot back up the following items related to a configuration set:
  • Directory objects related to machines (single machines, machine groups, and OUs)
  • Monitoring data (statistics and reports)
  • Process management
  • Agents registered with the configuration set
To configure automatic backup, perform the following steps:
  1. Click Manage automatic backup. The Manage automatic backup wizard appears.
  2. Locate the configuration set you want to back up automatically.
  3. Select one of the following options for that configuration set.
    • Not configured. If selected, WEM does not back up automatically.
    • Daily. If selected, WEM performs backups on a daily basis.
    • Weekly. If selected, WEM performs backups every Monday.
    • Monthly. If selected, WEM performs backups on the first of each month.
  4. Repeat steps 2 and 3 for other configuration sets if needed.
  5. Click Save to save your changes and to exit the wizard.
To automatically delete old automatic backups, use the Delete automatic backup files older than setting. The setting applies to all configuration sets. Choose one of the following retention periods:
  • Not configured. Keeps automatic backup files indefinitely.
  • 30 days, 90 days, 180 days, or 360 days. Deletes automatic backup files older than the selected period.

Back up a configuration set

Important:
We limit the number of manual backups to 25 per account. If you have reached the limit, delete existing backups and try again.
You can save a backup copy of your configuration set and then use the backup for restore purposes. You can back up the following items related to a configuration set:
  • Actions
  • Application security, privilege elevation, and process hierarchy control
  • Assignments (related to actions and action groups)
  • Filters
  • Scripted task settings
  • Users
  • WEM settings
You cannot back up the following items related to a configuration set:
  • Directory objects related to machines (single machines, machine groups, and OUs)
  • Monitoring data (statistics and reports)
  • Process management
  • Agents registered with the configuration set
To back up a configuration set, perform the following steps:
  1. Click Back up. The Back up wizard appears.
  2. Select the configuration set you want to back up.
  3. For Select backup content, choose one of the following:
    • Entire configuration set. Backs up the whole configuration set.
    • Selected configuration items. Backs up only the categories you choose. Click Select, select the categories in the Select items to back up pane, and then click Done. The page shows the categories that you can select. For the full list, see Categories for selected configuration items.
    • Settings. Backs up Profile Management settings only.
  4. Specify a name for your backup.
  5. Optionally, select Save a copy of the backup to your local machine to save the backup locally.
    Note:
    The backup is saved to the default download location of your browser.
  6. Click Back up to start the backup.
Note:
Assignments are not included when you back up selected configuration items.

Categories for selected configuration items

When you choose Selected configuration items, you can select from these categories:
  • Directory objects
  • Actions — Group Policy settings, Applications, Printers, Network drives, Virtual drives, Registry entries, Environment variables, External tasks, File system operations, File type associations, JSON files, INI files, Ports, and User DSNs
  • Security — Application security, Privilege elevation, Process hierarchy control, and Dynamic application control
  • Assignment groups, Assignment targets, Filters, and Triggers
  • System optimization, Profile Management settings, Microsoft USV settings, Environmental settings (GPO), Transformer settings, Advanced settings, and Store URLs
Note:
Some categories appear only when the corresponding feature is enabled for your deployment.

Back up Profile Management settings

Important:
We limit the number of manual backups to 25 per account. If you have reached the limit, delete existing backups and try again.
To back up Profile Management settings, perform the following steps:
  1. Click Back up. The Back up wizard appears.
  2. Select the target configuration set.
  3. For Select backup content, select Settings.
  4. Select Profile Management settings.
  5. Specify a name for your backup.
  6. Optionally, select Save a copy of the backup to your local machine to save the backup locally.
    Note:
    The backup is saved to the default download location of your browser.
  7. Click Back up to start the backup.

Restore a backup

Restoring a backup replaces settings in the target configuration set with those settings from the backup.
To restore a backup, perform the following steps:
  1. On the Backup and restore page, locate the backup, and then click Restore.
  2. Select the configuration set to restore to.
  3. If the backup contains selected configuration items, Select items to restore appears. Click Select, and then do either of the following:
    • Select or clear whole categories.
    • Expand a category to select individual items. Some categories are restored as a whole and have no individual items to select.
  4. If name conflicts occur, choose Skip item or Overwrite existing.
  5. Click Restore.
When the restore finishes, click the notification to open the Restore summary. The summary shows the number of items restored, skipped, and failed, plus a breakdown by category.
Note:
  • Restoring an entire configuration set replaces all settings in the target configuration set with those from the backup.
  • To restore Profile Management settings to a configuration set, you can also use the quick setup feature on the Profiles > Profile Management Settings page under that configuration set.
  • When restoring Profile Management settings from a backup, the SMB shares selected for relevant services to use are also restored.