Basic Steps for Autotask Endpoint Management. Updated Wednesday, January 31, Autotask Corporation

Transcription

1 Basic Steps for Autotask Endpoint Management Updated Wednesday, January 31, Autotask Corporation

2 Table of Contents Table of Contents 2 Basic Steps 3 Step 1 - Log in 4 Step 2 - Create a New Site 7 Step 3 - Deploy an Agent 8 Step 4 - Audit 10 Step 5 - Start Monitoring 11 Index Autotask Corporation l Page 2 of 12

3 Basic Steps Autotask Endpoint Management (AEM) is a SaaS unified endpoint management platform that delivers visibility and control over all devices you support, over any network, across multiple operating systems - all through a single platform. If you are new to AEM, this QuickStart guide will help you get it up and running in 5 easy steps. "Step 1 - Log in" on page 4 "Step 2 - Create a New Site" on page 7 "Step 3 - Deploy an Agent" on page 8 "Step 4 - Audit" on page 10 "Step 5 - Start Monitoring" on page Autotask Corporation l Page 3 of 12

4 Step 1 - Log in 1. The Autotask Endpoint Management (AEM) Web Portal is the primary place of managing your AEM environment. To access it, go to Enter your username and password and click Login. If you have forgotten your password, refer to Manage Passwords. 2. If two-factor authentication is enabled for your account, you will be asked to enter your one-time password (OTP) token. Once you have entered it, click Login Autotask Corporation l Page 4 of 12

5 For further information, refer to Two-Factor Authentication. 3. Once you have logged in, the URL in your browser will indicate which platform your account is hosted on. For example, if your account is hosted on the platform called Merlot, the URL will look like this: For more information regarding the platforms, refer to AEM Platforms. 4. You will now be directed to the Sites page Autotask Corporation l Page 5 of 12

6 For further information, refer to Add a Site Autotask Corporation l Page 6 of 12

7 Step 2 - Create a New Site When you register your AEM account, two sites are created for you by default: a Managed and an OnDemand site. Managed sites can access all the AEM features, while OnDemand sites have limited access. For further information, refer to Sites. A site lets you group devices together. You can define sites in the way that suits you best. If you are a Managed Service Provider, a site might mean a customer. If you are supporting one large IT organization and your devices are spread out over a number of locations, a site may be an office department or a location. Whatever your situation, you can set up your sites as per your preference. Note that a device can only belong to one site, but it can be moved between sites as required. To learn how to add a new site to your AEM account, refer to Add a Site Autotask Corporation l Page 7 of 12

8 Step 3 - Deploy an Agent AEM requires the installation of an Agent on every device, that is, you'll need an Agent on the devices you're connecting to and on the devices you're connecting from. If you cannot install an Agent on your device (e.g. on your switch, router, printer, ESXi device, or any device that does not have an operating system), a network node device can manage and monitor it for you. For more information, refer to Manage and Monitor SNMP-Enabled Network Devices and Printers and Manage and Monitor ESXi Devices. To deploy an Agent on a device, you need to add the device to one of your sites. This will allow you to download that site's agent to the device. 1. Go to the Sites tab and click on the name of the site you want to add your device to. 2. Click on the New Device button in the top left corner of the page and select the type of device you want to install the Agent on. Depending on the type of site you selected and whether you have added the Mobile Device Management extension to your account, you may see different logos in this window. 3. Click on one of the logos to start downloading the Agent onto the device you are using or it to someone else so that they can download the Agent onto their device. In our example, we clicked on Windows Autotask Corporation l Page 8 of 12

9 4. Click the logo to download the Agent. 5. Open the downloaded file and install the Agent. The installer is silent so you will not see any progress bar or indicator. Once the agent has been installed, the AEM icon will be displayed in the system tray or menu bar of your device. This is just one of the ways to install the Agent on a device. For further information, refer to Devices. For information about the Agent, refer to The AEM Agent and Agent Browser Autotask Corporation l Page 9 of 12

10 Step 4 - Audit On installation, every Agent runs an automatic audit of that device. This normally happens within a few minutes of the install, but it might take a little longer on older hardware. To see the audit information that the Agent is pulling back from the device, follow these steps: 1. Go to the Sites tab and open one of the sites. 2. Click the Devices tab. This will take you to the list of all the devices that you have installed this site's Agent on. 3. To view the audit information, click on the name of the device. You will land on the Device Summary page and you'll get a summary of that device, including operating system, service pack, serial number, IP addresses, and lots more. 4. To see even more information, click on the Audit tab next to the Summary tab. Click on the Software radio button in the top right, for instance, to see every bit of software that's installed on this device. For more information, refer to Audits Autotask Corporation l Page 10 of 12

11 Step 5 - Start Monitoring As soon as the Agent is installed on your devices, you can start monitoring them for performance issues such as high CPU utilization or running out of disk space. A monitoring policy is the best way to monitor your devices as it allows you to apply one or more monitors to multiple devices in your account. We recommend that you use one of AEM's best practice monitoring policies that you can download from the ComStore. For more information, refer to Download a monitoring policy. Alerts raised through the monitors will appear in the Web Portal (Account > Monitor). You can also configure a response component in the monitor, receive an notification, and let the monitor automatically create a ticket when an alert is raised. For detailed information about monitors, monitoring policies, and alerts, refer to the following topics: Create a Monitoring Policy Manage Monitors Manage Alerts 2018 Autotask Corporation l Page 11 of 12

12 Index A agent deploy 8 audit 10 B basic steps 3 D device add 8 L log in 4 login 4 M monitor 11 monitoring 11 P profile create 7 Q QuickStart Autotask Corporation l Page 12 of 12