Wednesday, June 28, 2017

What NOT to Turn On to avoid fees for non monitoring clients



Written by: Robert Meehan

We've said it before, we'll say it again, RMM can be used not only as a Remote Monitoring tool, but as a "foot in the door" using more traditional concepts for end-users/clients.  




In order to ensure that no additional charges are ever applied, the Advanced Monitoring Agent should be installed on the client computer using the Asset Tracking Only monitoring template ZERO CHECKS. 


In the dashboard press Settings> Monitoring Templates> New Device Installation Monitoring Templates> expand the workstation or server options and then the client record. Turn the setting to "On" and select Asset Tracking Only.


If the agent is NOT installed that way, charges for the automatically discovered checks will be incurred (as well as Activation Charges on Server Agents) for the first month; even if the checks are immediately deleted from the dashboard.

Charges for the check associated with a service only such as Backup & Recovery, Managed Antivirus or Web Protection will be suppressed. Servers using an Asset Tracking Only Template will not be charged an Activation Fee or Dashboard Charge until such time as they add another monitoring check or device feature (Take Control or Patch Management) as follows:
                      
Adding any one of:
  • 30 minute monitoring
  • Client Daily or Weekly reports TO A WORKSTATION will add that charges to the workstation only (i.e. “Naked” Backup & Recovery or "Naked" Managed Antivirus).
Adding any one of:
  • SMS alerts
  • 5 minute monitoring
  • Client Dashboard access
  • Client Daily/Weekly/Monthly reports TO A SERVER will add that charges to the server only (i.e. “Naked” Backup & Recovery).
Adding any one of:
  • Another monitoring check
  • Take Control
  • Patch Management TO A WORKSTATION will add that charge only.
Adding any one of:
  • Another monitoring check
  • Take Control
  • Patch Management TO A SERVER WILL add that charge AND Activation Fee (regardless of installation date) and the Dashboard Access charge. 

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