Lifecycle Insights enables you to tailor the End-of-Life settings for operating system fields and configure Custom OS types to meet your specific needs. These features allow you to track asset health, assess risks, and generate more accurate budget forecasts. By customizing these settings, you can create tailored recommendations and business reviews that better support your MSP business model.

For example: Your business operates on a model that doesn’t support Windows 10 Home Edition. However, Microsoft’s official end-of-life date for this operating system is two years in the future. As a result, any assets with Windows 10 Home Edition appear in your asset list as “Green” or acceptable. Knowing these systems need to be replaced sooner to align with your standards, you want your quarterly business reviews (QBRs) to convey this urgency to your clients. You can now take control by editing the end-of-life date for these assets. This adjustment ensures they appear as “Red” or past end-of-life in your reports and recommendations, showing the need for timely upgrades.

Your dashboard displays the current published end-of-life dates for operating systems–official dates provided by the OS manufacturers. These end-of-life dates serve as the foundation for evaluating the health status of the operating systems across your assets, ensuring your reports reflect up-to-date and accurate information.  

Here is how to adjust end-of-life (EOL) dates and the warning timetable for operating systems in your dashboard.

1. Navigate to Administration > Account Settings from the left menu.
2. From there, select the Manage OS EOL tile, which opens the OS Listing window.
   To quickly find the operating system you want to manage, use the search box at the top or apply the drop-down filter to refine the list. Once you've located the operating system, click the green Edit icon next to its name.
   
   
3. You can now change the EOL date and the warning date for the selected OS.
   1. End-of-Life Date: Type in a new date or select one from the calendar. 
      1. Setting the end-of-life date to a previous date will mark the OS as "Red" or past its end of life.
      2. Setting the end-of-life date within the warning period will mark the OS as “Yellow” to reflect a nearing end-of-life status.
4. Warning Period: Use the # Months Prior to EOL for Warning field to define how far in advance the system should flag the operating system as nearing its end of life. This lets you notify clients earlier without altering the actual EOL date.

Once you've made changes, click Save to apply them and return to the OS EOL management window. Your updated OS listings appear organized by their status levels, color-coded for easy identification.

Configuring Custom Operating Systems

You can configure Custom OS types in Lifecycle insights to help you track the health and assess risk associated with your asset data.

1. Navigate to Administration > Account Settings from the left menu.
2. From there, select the Manage OS EOL tile.
3. Once inside the OS Listing window, switch to the Custom OS view using the table selector in the window's top-right corner. The Custom OS view displays a list of all configured custom OS types. Use the search bar and status filters to locate a specific OS quickly.
4. To add a new custom OS:
   1. Click the blue Add Custom OS button at the top of the table. 
      
   2. In the pop-up window: 
      1. Enter the name of the operating system
      2. Enter the operating system's end-of-life (EOL) date
      3. Specify how many months before the end-of-life (EOL) date the system should provide a warning. The warning period determines when the OS status in the asset list will transition from green to yellow.

If the custom OS corresponds to asset data already synced into Lifecycle Insights, ensure the name matches the spelling exactly as it appears in the synced data. This ensures the warning and expiration settings apply correctly to your assets.