Remote-access Guide

autotask aem remote access

by Shana King Published 2 years ago Updated 1 year ago
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What is the difference between AEM and Autotask Endpoint Management?

AEM doesn’t just integrate with Autotask. It is Autotask. A fully unified platform, Autotask Endpoint Management makes it easy to manage and monitor every aspect of your customer environment. Problem Statement IT Service providers need RMM solutions (like AEM) to work seamlessly with their IT Business Management Solutions (like Autotask).

How long does it take to integrate with Autotask Endpoint Management?

Note: Autotask Endpoint Management (AEM) has been renamed to Datto RMM. Some references and screenshots in this article still mention Autotask Endpoint Management or AEM. To integrate with Autotask PSA, see Integrating with Autotask instead. It should only take about an hour to get up and running with your RMM.

What's new in Autotask?

ABILITY TO TAKE QUICK ACTIONS (DIRECT AEM CONNECTION) There will now be a direct AEM connection right from an Autotask Ticket, Configuration Item, Account or associated grids that will enable users to open alert and devices. Single sign-on will eliminate the requirement to log into both systems.

What is the Autotask alert dashboard?

The Autotask Alert Dashboard When you have a lot of alerts and support tickets to respond to, the Autotask Operational Dashboards provide an effective way to get the right work done first and more efficiently. It is much easier to digest and understand large amounts of information when they are presented visually.

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What is Centrastage Agent browser?

The Agent Browser offers multiple tools to open a remote takeover session on the endpoint or execute tasks on it, and it allows you to connect to more than one device at the same time.

What does datto RMM Agent do?

The Datto RMM Agent is a lightweight software program installed on a device that supports Agent installation. The Agent gathers up-to-date information about the device's health and status and communicates it to the Web Portal.

How do I access my datto RMM?

To log in to your Datto RMM platform, perform the following steps: Navigate to the Datto Partner Portal at the following URL: https://auth.datto.com/login. Alternatively, open your platform's direct login page. Refer to Current regions and platforms.

What does AEM Agent do?

The AEM Web Portal is a cloud-based browser application that lets you manage any number of devices (“endpoints”) for multiple customers across multiple operating systems. The AEM Agent is a lightweight software program that is installed on all managed devices that support agent installation.

How much does datto cost?

$2,400 one-off cost, on 36 month commitment = $67 per month. $500 service fee per month.

What does RMM stand for?

RMM is the abbreviation of Remote Monitoring and Management. This refers to IT tools and software that MSPs use to locate, update, and monitor client endpoints.

What does Autotask PSA stand for?

Professional Services AutomationPSA stands for Professional Services Automation and is the central hub for any Managed Service Provider(MSP). A proper PSA solution integrates with critical applications that an MSP needs to run their business, providing full visibility into customers, internal operations, and profitability.

What does RMM stand for in Datto?

Datto Remote Monitoring and ManagementDatto Remote Monitoring and Management (RMM) is a fully-featured, secure, cloud-based platform which enables MSPs to remotely secure, monitor, manage, and support endpoints to reduce costs and increase service delivery efficiency. Request a Trial Contact Sales.

Where is Datto RMM hosted?

At present, the core platforms are hosted in the EU-WEST-1 (Ireland), US-WEST-2 (Oregon), US-EAST-1 (Virginia), and AP-SOUTHEAST-2 (Sydney) regions, with additional servers in AP-SOUTHEAST-1. Refer to Datto RMM platforms.

How do you remove privacy mode from a device in the Web portal?

Privacy Mode can only be disabled by the end user on the device itself.Right-click on the Datto RMM icon in the system tray or click on it in the menu bar and hover over Privacy Mode Options.Turn off Privacy Mode by clearing the check box.

How do I remove AEM agent from MAC?

To uninstall AEM Desktop version 1.7, run the following script: /Applications/Adobe Experience Manager Desktop. app/Contents/Resources/uninstall-osx/uninstall. sh.

How do I download datto from RMM agent?

Go to the Sites tab and select Devices to see a list of available devices. Click the device or devices on which to install the Datto Windows Agent....DescriptionDownload the Datto Windows Agent installer from this link. ... In Datto RMM, click the Components tab, then select New Component from the drop-down menu.More items...•

What is data RMM?

A remote monitoring and management (RMM) software application enables managed IT service providers (MSPs) to remotely and proactively monitor their customers' networks and computers. Data about the remote devices, also known as endpoints, is collected by a lightweight software program called the Agent.

Where is Datto RMM hosted?

At present, the core platforms are hosted in the EU-WEST-1 (Ireland), US-WEST-2 (Oregon), US-EAST-1 (Virginia), and AP-SOUTHEAST-2 (Sydney) regions, with additional servers in AP-SOUTHEAST-1. Refer to Datto RMM platforms.

What is PSA datto?

Datto's Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business.

How frequently do OnDemand agents check in to the platform datto?

once every seven daysAgents will only connect once every seven days to update their audit data and they cannot be targeted by monitors, policies, or jobs. A remote user can use an OnDemand Agent to request support from the system tray icon.

All the features you need in one convenient package

Maps ESET endpoint products to PSA services and ESET static computer groups to PSA customer contracts; allows MSPs to group ESET endpoints into existing groups and subgroups in the PSA database.

Download ESET Remote Administrator Plug-in for Autotask

Added: ACTIVE/PASSIVE mode: the plug-in always starts in PASSIVE mode (visible on the status bar). In PASSIVE mode, no modifications are made to the ESET Remote Administrator or the Autotask database.

What is the goal of the AEM/Autotask project?

The goal of this project is to transform our entire AEM/Autotask integration. Our new ticket will go beyond an elegant UI. We need our ticket user experience to:  Provide an instant understanding of what’s going on  Be configurable based on how you work  Elevate insights and lead the user  Have the ability to take quick action  Be easy to get more info Those goals align with the vision of SmartIT and a focus on Efficiency, Accountability and Intelligence.

What is autotask endpoint management?

A fully unified platform, Autotask Endpoint Management makes it easy to manage and monitor every aspect of your customer environment.

What is an autotask operational dashboard?

When you have a lot of alerts and support tickets to respond to, the Autotask Operational Dashboards provide an effective way to get the right work done first and more efficiently. It is much easier to digest and understand large amounts of information when they are presented visually. As part of this release, additional alert and monitor data is being synchronized from AEM to Autotask. This allows you to create “data rich” alert dashboards. elow you see one of our “default dashboards” for alerts. Rather than a long list of alerts, the user can get an immediate view of what is important.

What is an alert ticket?

When you open an Alert Ticket, you need to get a quick understanding of what is going on. You need to know:  It’s an alert for a specific monitor  The device associated with the alert (as well as device description and manufacturer)  The trigger that occurred and associate policy  Who last accessed the device and when With this release, Autotask will be introducing a new ticket type of “Alert”. Alert tickets created by AEM will also contain the monitor type.

How to map configuration items waiting for contract review?

You can map configuration items waiting for contract review via the “Configuration Item Mapping” screen. On this screen, you can associate a group of configuration items to a contract and/or contact.

Can you configure how ticket notes are created for manually created tickets in AEM?

You can configure how ticket notes are created for manually created tickets in AEM .

Can you specify ticket attributes on a monitor?

In addition to configuring the standard ticket attributes at the monitor type, you can specify specific ticket attributes at the monitor itself. When you add a new monitor, you can specify the Autotask ticket details including: o Queue o Issue o Sub-issue o Worktype

How to add AEM to IT glue?

Log in to IT Glue and navigate to Account > Integrations. Then, click on the green + New button and then on the AEM icon.

Where is the platform for Datto RMM?

Note: The platform is found in the Datto RMM API URL. For example, if your API URL value is https://merlot-api.centrastage.net, your platform is Merlot. Also, please note that the API Account UID is your Datto RMM API Account ID.

How to create a new configuration in IT glue?

For any unmatched configurations, you can either accept the suggested match, search for an IT Glue configuration by entering the name in the Match To column, or create a new configuration by clicking Actions > Create Configuration .

Can you sync RMM with IT glue?

Before an organization, site, location, or company in an RMM tool can sync with IT Glue to create an IT Glue organization, you must add at least one configuration to it. If there are none and the organization does not already exist in IT Glue from any other source, then it will not appear in IT Glue. In this case, you will need to create it manually.

Does Datto RMM require SSL?

An SSL connection with a valid certificate (not self-signed) to your RMM is required (only applied to On-Premises solutions). You need to generate dedicated IT Glue API credentials from Datto RMM so we can perform our routine sync. To generate your API credentials, see the Datto RMM API v2 instructions (section "Activate the API").

Do you sync RMM with PSA?

If you're integrating with a PSA and an RMM, you will want to first sync your RMM to your PSA and your PSA to IT Glue to make sure that the required data is available for matching.

How long does it take to get up and running with RMM?

It should only take about an hour to get up and running with your RMM. This is a rough estimate based on our experience with several partners who integrated with their RMM.

What is RMM software?

These are software tools that are used by IT service providers or Managed Service Providers (MSPs) to remotely manage all their clients’ IT infrastructure under their control. These tools are one of the essential building blocks for delivering IT management services.

How does Datto RMM work?

By centralizing management of all your clients’ endpoints, including those hosted on cloud platforms, you’ll reduce your costs and increase service delivery efficiency. This is achieved through Datto RMM’s unique combination of powerful features, efficiency, scalability, usability, and affordability.

Is Datto RMM a partner?

As a Datto RMM partner, you have access to our RMM experts 24/7/365, so troubleshooting is only a phone call away. To boost product adoption and ROI, we offer Datto RMM best practice guides, an in-product digital adoption tool, and an accreditation program for Datto RMM administrators and users.

Is RMM created equal?

Not all RMM solutions are created equal. When compared at a high level, it is understandable that the most popular tools are very similar.

Is Datto RMM scalable?

Yes, Datto RMM is a scalable platform that was born in the cloud, requires no hardware to maintain, and a relentless focus on security to maximize uptime. You can spend more time growing your business and less time maintaining your internal systems.

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