Apply Monitoring Templates to existing Agents

You can apply Monitoring Templates to existing Windows, Mac or Linux Agents on all devices at a Client and Site level, or on individual or multiple devices.

Monitoring Templates use a hierarchical structure. Templates assigned at the Client level are applied to all Sites and devices under that Client, and templates assigned at the Site level are applied to all devices under that Site.

If you apply a Monitoring Template to a Client or Site, all future devices added to the Client or Site use that Monitoring Template. Even if you change the Monitoring Template at the device or lower level, it is overwritten by the applied Monitoring Template.

When you apply a Monitoring Template, a persistent outbound connection is used to immediately communicate the upgrade to the Agent. If the connection is unavailable, the Agent upgrades the next time it checks in. After the upgrade command is received by the Agent, it may take several minutes to complete the upgrade.

Monitoring Templates are queued for installation on devices that are offline or overdue. The queued Monitoring Templates are applied the next time a device reports to the N-sight RMM Dashboard. Only the first Monitoring Template request is queued for devices that are offline or overdue—any subsequent Monitoring Template requests are not queued.

Prerequisites

Before you apply Monitoring Templates to an Agent, you must:

Apply Monitoring Templates to all devices at one Client or Site:

  1. Log into the N-sight RMM Dashboard
  2. Right-click the target Client or Site in the Client list and select Apply Monitoring Template

    The Apply Monitoring Template dialog displays.

  3. Select the type of devices to update; servers or workstations
  4. Choice Action
    To run the check detection scans, which applies to all applicable checks on the device Click the radio button for Run the check detection scan to automatically add applicable checks

    The option to run the check detection scan performs the default Check discovery scan, and it automatically adds Checks for supported products and the Standard Checks for the device type.

    To select a target Monitoring Template Click the radio button for Select monitoring templates and follow, Configure steps when applying a Monitoring Template (listed below) to select the target template and configure

  5. Click Apply to save
  6. Review your changes and enter the password you logged into the N-sight RMM Dashboard with to confirm

Apply Monitoring Templates to single or multiple devices:

  1. Log into the N-sight RMM Dashboard
  2. In the North-pane, go to the Servers or Workstations tab
  3. Select a single device or multi-select devices with the same Operating System (Shift and left-click for a range, Control and left-click for specific devices)

    Checks are only added to servers and workstations capable of supporting that Check. For example, a Windows Check cannot be added to a Mac workstation, and a Mac Monitoring Template cannot be applied to a Windows computer.

  4. Right-click one of the devices and select Monitoring Templates > Apply Monitoring Template

    The Apply Monitoring Template dialog displays.

  5. Choice Action
    To run the check detection scans, which applies to all applicable checks on the device Click the radio button for Run the check detection scan to automatically add applicable checks

    The option to run the check detection scan performs the default Check discovery scan, and it automatically adds Checks for supported products and the Standard Checks for the device type.

    To select a target Monitoring Template Click the radio button for Select monitoring templates and follow, Configure steps when applying a Monitoring Template (listed below) to select the target template and configure
  6. If you are updating multiple devices, verify the target devices, and click Run. If you are updating only one device, click Apply
  7. Review your changes and enter the password you logged into the N-sight RMM Dashboard with to confirm

Configure steps when applying a Monitoring Template

  1. To select a target Monitoring Template or templates, move the required templates from the Available Templates to the Selected Templates windows to select and stack up to ten templates.

    Monitoring Templates are processed in the order shown in the Selected Templates window. All Checks and Automated Tasks in the first (top) template are applied first and then all duplicates identified in the subsequent templates are omitted.

    To promote or demote a Monitoring Template in the Selected Templates window drag the template to the required position.

    When multiple templates with different check frequencies are selected, only the frequency from the last template in the Selected Templates window is applied. Ensure the template with the frequencies you want to apply is last in the Selected Templates window.

  2. To Select update behaviour, choose one of the following:
    ChoiceDescription
    Add the new checks and tasks to the existing checks and tasks Retain the existing Checks and Automated Tasks and only add any new Checks or Automated Tasks from the Selected Templates
    Add the new checks and tasks to the existing checks and tasks and Replace existing checks and tasks with those in the template in the event of duplicatesDetermines how Checks or Automated Tasks already running on the Agent are handled in the event of duplicates in the Selected Templates

    To identify existing Automated Tasks, the Descriptive Name entered in the Monitoring Template must precisely match the name of the Automated Task already assigned to the Device.

    If the Descriptive Name does not match that already in use on the Device, a new Automated Task will be added to the Device.

    Replace the existing checks and tasksReplaces all of the existing Checks and Automated Tasks with those from the Selected Templates

What do you want to do?