Enter new device details, assign Client/Site and select monitoring template

The All Devices view uses the following hierarchical structure :

  • Client—Customer name or other identifier. One client can have many sites.
    • Site(s)—A group that includes the client's devices. A site can be a physical location, a department, an overall device type, or any other type of group you define. One site can have many devices.
      • Device(s)—Endpoints with the N-sight RMM Agent 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 All Devices view using the Enter your new device details dialog.

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.
Monitoring Template Select from the available monitoring templates or select Standard checks to use the default checks.

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

Edit details after Windows Agent installation:

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

  1. On the All Devices view North-pane,right-click the target device
  2. Go to Edit <device_type>
  3. Click General Settings
  4. Change the site and device information. For information about changing the Client/Site, see Reassign devices to a different Client and/or Site .

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

  5. Click OK to save
  6. Edit Server Edit Workstations