Apply the Asset Tracking Only template to existing devices

You can apply Asset Tracking Only monitoring templates to one or more devices to remove any non-feature checks and automated tasks.

Check and task deletion is a non-recoverable action which removes both checks and tasks, along with their history and technical and Client-facing notes, from the All Devices view and Agent.

The device remains classed as monitored until the checks, automated tasks (on workstations), Patch Management, Remote Background Management and Take Control (N-able or TeamViewer Engine) are removed from the device and it has updated in the All Devices view. For example, if the device is offline, it is be charged until it comes back online, the Asset Tracking Only template is applied and the checks, tasks and features are removed.

Client and Site Level

  1. On the All Devices view, right-click on the target Client or Site in the Client list
  2. Go to Apply Monitoring Template
  3. Choose the device type "Servers" or "Workstations"
  4. Select "Apply an Asset Tracking Only template", this automatically applies the required "Select update behavior" settings
  5. Alternatively, to apply a custom Asset Tracking Only template:
    1. Click "Select monitoring templates"
    2. Use the arrow button or drag and drop the template into "Selected Templates"
    3. Select "Replace the existing checks and tasks" in "Select update behavior"

      If you choose to replace existing checks with checks in the template, all technical and client-facing notes on the replaced checks are removed.

    6. Only choose the Asset Tracking Only monitoring template for existing devices template under Available Templates.

  6. Click Apply then review the changes
  7. Enter the password you used to sign into N-sight RMM to authorize

Individual and Multiple Devices

Apply Monitoring Template is not available where the selection contains a mixture of servers and workstations. For example, when selected in the All Devices view North-pane Mixed tab.

  1. On the All Devices view North-pane, multi-select the target devices in the (Shift and left-click for a range, Control and left-click for specific machines)
  2. Right-click on one of the selection (or from the Servers or Workstations drop-down)
  3. Go to Apply Monitoring Template

  4. Choose the device type "Servers"or "Workstations"

  5. Select "Apply an Asset Tracking Only template", this automatically applies the required "Select update behavior" settings
  6. Alternatively, to apply a custom Asset Tracking Only template:
    1. Click "Select monitoring templates" is selected
    2. Use the arrow button or drag and drop the template into "Selected Templates"
    3. Select "Replace the existing checks and tasks" in "Select update behavior"

      If you choose to replace existing checks with checks in the template, all technical and client-facing notes on the replaced checks are removed.

    7. Only choose the Asset Tracking Only monitoring template for existing devices template under Available Templates.

  7. Only choose the Asset Tracking Only monitoring template for existing devices template under Available Templates.
  8. Click Run and review the changes
  9. Enter the password you used to sign into N-sight RMM to authorize

The following images show the dialogs when using "Apply an Asset Tracking Only template" or .

Feature checks

Feature checks are automatically added to monitor the state of specific features. Feature checks are only added or removed when the feature is turned on or off. For example, when Patch Management is added to a device, the Patch Status Check is automatically added.

Since Feature checks are automatically added when you enable the feature, they are excluded from any method to add checks to multiple devices (including Monitoring Templates) to avoid accidental duplication or monitoring of a non-installed product.

If you need to add another instance of a specific check for a product (in addition to the associated check), you must Add checks per-device.

Since Feature checks are added with the feature, they are added to the device regardless of monitoring template configuration.

Requirements for Asset Tracking Only

The following checks, tasks, features and settings must be turned off, or configured as specified, to classify a device as Asset Tracking Only and not fully managed:

  • No monitoring checks – all monitoring checks must be removed. Monitoring checks include all checks that are not automatically added when a feature is turned on.
  • No automated tasks – all automated tasks must be removed

    Feature checks and automated tasks automatically added with a feature are exempt and can exist on Asset Tracking Only devices. Feature checks are easy to find on a device because you cannot delete them from the All Devices view. The only way to remove a feature check is to turn off the feature.

  • The 24x7 check frequency must be set as follows:
    • 30 minutes or slower for servers
    • 60 minutes or slower for workstations
  • Patch Management must be uninstalled
  • Take Control must be uninstalled
  • Remote Background Management must be uninstalled

    If a device with Patch Management, Take Control, or Remote Background Management enabled but then turned off, the device incurs a monitoring fee until the feature is removed and updated within the All Devices view. For example, if a feature is turned off and the device is Offline, the device is charged until the removal is completed and reported back to the All Devices view.

What do you want to do?