Engage overview

With Engage, you can create surveys to collect qualitative feedback from endpoint users and deploy remediations to correct problems on the endpoints.

Surveys

A survey in Engage is a set of up to five questions that you want to send to a defined set of endpoints.

The questions in a survey can be unique to that survey, or they can be copied from template questions that you can create. Each question is multiple choice and can have one response.

End user survey experience

Surveys are sent to all users of an endpoint, and show up on the endpoint as a Tanium end-user notification. If the user postpones the survey, they can reopen the survey in the self-service portal.

Targeting

To configure which endpoints receive a survey, you must configure targeting.

The targeting for a survey is a computer group, which is a set of endpoints that you want to manage together. You might have existing computer groups to target surveys, or you might want to create new computer groups for surveys. The user that creates the survey must have management rights to this computer group. To assign computer groups to a user, see Tanium Platform User Guide: Manage computer group assignments for a user.

When you publish a survey, the survey is running in the background on each targeted endpoint. However, the end users of the endpoint do not see the survey until the trigger conditions for the survey are met. Trigger conditions define a sensor or metric threshold that must be met to display the survey on the endpoint.

Remediations

You can configure one remediation per survey. A remediation is attached to a question answer in the last question of the survey, and can open a URL or deploy an action to the endpoint.

Remediations are packages that a user can choose to deploy to their endpoint to solve the issue that was found with the trigger condition. For example, the trigger condition might be a missing patch that sends a survey question to the endpoint user. If the user chooses to install the patch, the remediation package is deployed to the endpoint. In another scenario, a user might experience multiple system crashes, and get sent a survey that asks them if they want to open an IT ticket, which opens a URL to their internal support site.

Default remediation actions

Restart Endpoint

Restarts the target device.

Clear Microsoft Teams Cache

Clears cache to resolve problems with Microsoft Teams.

Clear DNS Cache

Clears DNS cache to help resolve network issues.

Enable / Disable Fast Start

Enables or disables the Windows OS Fast Start feature.

Restart <application>

Restarts the Cisco Webex, Google Chrome, Microsoft Edge, Microsoft Outlook, Microsoft Teams, Mozilla Firefox, Slack, or Zoom application.

User Disk Cleanup

Performs light (Recycle bin empty) clean.

Interoperability with other Tanium products

Engage works with other Tanium products.

End-User Notifications

Engage uses Tanium™ End-User Notifications to notify users about surveys. For more information, see Install and configureConfigure Tanium End-User Notifications.

Endpoint Configuration

Engage uses Tanium™ Endpoint Configuration to deploy remediation tasks to endpoints. For more information, see Install and configureConfigure Tanium Endpoint Configuration.

Performance

Engage uses Tanium™ Performance for metrics to monitor, measure and improve the performance of end user digital experiences. For more information, see Tanium Performance.

Reporting

Engage uses Tanium™ Reporting to create the charts on the Engage Overview page. For more information, see Tanium Reporting.