Enter new device details, assign Client/Site and select Monitoring Template

The following designators are used for hierarchical structure in RMM:

Client Customer name or identifier

One Client can have many Sites.

Site Devices can be grouped under a Site. For example, a site can be physical or logical, department, or overall device type (server, workstation, laptop)

One Site can have many Devices.

Device Computer where the Agent is installed

Enter details during Windows Agent installation:

When you manually install the Windows Agent, you register the new device against a Client and Site on the Dashboard using the Enter your new device details section.

Field Description
Device Name Enter the name of the device to display on the Dashboard, Alerts, Reports etc.
Description Enter a description of the device. For example, its function or role.
Client Select the required Client from the drop-down. If the Client does not exist yet, enter a name to create the Client.
Site Select the required Site from the drop-down. If the Site does not exist yet, enter a name to create the Site.
Installation Template Select from the available Installation/Monitoring Templates. Select Standard Checks to use the defaults.

For information on how to modify the existing thresholds or add Checks in the templates, see Setup the 24x7 and Daily Safety Checks.

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Edit details after Windows Agent installation:

If the Windows Agent is already installed, you can edit the Agent device details using the Dashboard:

  1. Right-click the target device in the North-pane of the Dashboard
  2. Go to Edit <device_type> (also available from the Server or Workstation drop-down)
  3. Click General Settings
  4. Change the site and device information. For information about changing the Client/Site, see Reassign the Device to a different Client and/or Site .

    For workstations, select Sync name with device to synchronize the Dashboard and hostname of the device. To enter the workstation name manually, deselect Sync name with device.

  5. Click OK to save
Edit Server Edit Workstations

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