Monday, November 14, 2011

Multiplying your results: One action, multiple devices

It's a no-brainer that doing an action once is better than doing that same action 39 times. Efficiency is one of the reasons why people choose an RMM solution, but they may not know of all the dashboard features available to help them achieve this goal.

Deleting or editing a check for multiple devices

Sometimes, you realize that your existing checks are either unnecessary or require adjustment to be more effective. If there are 95 affected machines, the prospect of editing the check on each machine could be a daunting one. Thankfully, there is a way to accomplish this in one fell swoop:

  1. Select the check in question (In this case, we are doing the Hacker Check), and from the checks dropdown, choose "edit checks like this" (or "delete checks like this", if your goal was to remove the checks)
    Click for larger view

  2. Next, you will encounter a dialog where you can select the machines you wish to edit:

    Click for larger view

    1. Choose servers and/or workstations, and specific clients and sites affected
    2. Click the dropdown on the right edge of a column. Here you can either sort or
    3. Choose the filter option,
    4. Enter the appropriate criteria to narrow your results
    5. Shift or control-click to select the desired machines (or choose the top checkmark  at the left side of the column headers to select all)
    6. Click "edit selected"
  3. Now, you can edit the check through the normal edit dialog for the type of check selected. Once you hit "OK", you will be presented with a confirmation dialog showing the scope of your action before you give your final approval

Adding a check for multiple devices

This is very similar to the editing or deleting of checks:

  1. Select "File > New Check" in the dashboard

  2. In the following dialog:

    Click for larger view
    1. Choose your check (in this case the Windows Service Check)
    2. Select the target machines (in this case all Servers)
    3. Configure the check options (in this case, selecting the GFI List Server service)
    4. Submit and confirm
Converting a device's checks to a template

After tweaking your checks, you've arrived at what you believe to be the perfect configuration for your machines. With a few button presses, you can have those checks and settings available for new devices:

  1. Select the machine, and from the server or workstation dropdown choose "Create Installation Template"

  2. Next, you can name the template, choose the 24x7 check frequency and the Daily Safety check run time

  3. Now, you can either select that template when manually installing or set it as a site's default template by selecting and editing a site

By using these techniques when needed, you can standardize your configuration, save man-hours and avoid tedious data entry, giving you more time to grow your business.