What the RMM pages show

See every managed computer across every client in one roster, patch it on your rules, run scripts, map each client's network and let the agent update itself, with Elise ready to find, report and change.

  1. Set up RMM banner

    A one-time setup line offering the guided setup wizard: install the agent, then settle the same handful of fleet-wide decisions the policy walkthroughs cover one page at a time. Dismissing it with Not now hides it, and it does not change anything already set.

  2. Install agent

    Opens the Add a device dialog: EXE, MSI and Linux installer downloads, plus a masked per-client install key.

  3. Roster / Unapproved tabs

    Roster is every approved device. Unapproved is where a device waits if Device Approval (Settings > RMM) is set to Manual, or to Automatic above a confidence score and a device misses it.

  4. Search and filters

    Search by hostname or serial, narrow to one client, filter by status, or open Filters for the rest. They apply to the Roster tab only.

  5. Device roster

    One row per enrolled device across every client, sorted A to Z by device name until you sort another column. The columns shown are Device, Health, Client, Agent and Last check-in.

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Policies list

  1. New Policy

    Opens the policy-creation form: name, scope, patching, monitoring and agent settings.

  2. A policy row

    Each policy shows what it applies to, its priority and whether it is Enabled. A device follows exactly one policy: a tag policy first, then its client's assignment, then the default for its type.

Why it works this way: What the RMM pages show

Agent updates: agent updates install themselves. The Agent updates page is where you pause or roll back a rollout ring when a build goes bad, and where the Version health card shows each version as Held or Clean. A version is Held when a device downloaded it and then went quiet for 60 minutes, or when a device went back to its old build. Stable skips a Held version until the quiet devices check in again or someone presses Mark clean and says what they checked.

Alerts: RMM > Alerts lists open monitoring alerts across every managed device, and each device's own Alerts tab shows its open, acknowledged and resolved alerts.

Network Map: RMM > Network Map shows every client's network as their devices report it, gateways, subnets and the machines on them. Turn it on under Settings > RMM > Network Mapping.

Tray Menu: RMM > Tray Menu composes the menu your managed devices show in the system-tray agent, per fleet, client, tag or device.

Variables: RMM > Variables holds your global and per-client variables that scripts and automations resolve at run time. A key is letters, digits and underscores, a type is Text, Number, Yes/No or Secret, and a scope is Global or Client-specific. A Secret is stored encrypted and never shown again after saving. The page shows one section at a time: pick Built-in variables (it opens first), Variables or one of the two token lists on the left side bar.

Built-in variables: the Built-in variables section lists the values the platform already knows, which you can search, group (Device, Agent, Client, Your company, Portal) and copy into a script.

Script parameters: a parameter reads in the script as EZDA_PARAM_ followed by its name.

The patch catalog never stores a command line for a third-party app, only its winget package id, which is why the id has to match exactly.

Patch Catalog: Add application opens the form for an app that is not in the catalog. Test and Push are per-row actions, and Override forks a platform-default row into an editable copy scoped to your company.

Add application needs two fields, the display name techs see and the exact winget package id (letters, digits, dot, underscore, plus and hyphen only, such as Google.Chrome). Fill with Elise proposes an id from the display name, and nothing saves until Add application is pressed.

Push opens Install on many devices: pick a client, a tag or a policy, and the install is queued on every device it reaches, each with its own signed command and audit row. A pending device, or one with execution turned off, is skipped.

Scripts: the library holds tech-authored scripts with their interpreter, risk and version, and a script saved here can run on any device you manage.

Device Approval under Settings > RMM is the one setting that decides whether an enrolling device is approved automatically, above a confidence score, or by a tech.

Other ways to do this: What the RMM pages show

Ask Elise

Find: "List the devices for Acme Dental" returns each device's name, type, OS, last seen and online status. Add up: "Show RMM health for every client over the last 30 days" returns offline devices, patch compliance, pending reboots, open alerts and automated repair results for each client. Report: "Diagnose the front desk laptop and tell me what looks wrong" reads its recent errors and health issues and suggests next steps, and it never runs anything on the computer. Change: "Push Google.Chrome to all of Acme Dental's devices" or "Give Acme Dental the Front desk laptops policy for workstations" shows a card and waits for your approval, and a push over 250 devices is refused whole. Deleting a device is gated, so Elise files it in Review > Gated Actions for someone else who holds that permission to release.

You would rather ask than click through the pages.

Questions this page answers

What does the Agent updates page do?

It shows you an update channel that runs itself, and gives you the handful of controls that steer it. Each time this portal starts, and once a day after that, it registers the signed agent builds that shipped inside it and points the stable rollout ring at that version. No one approves a build, uploads a file, or presses a button to make an update happen. Your devices pick the new build up on their next check-in, verify its signature themselves, install it, and fall back on their own if it fails to start. This page is where you watch that, where you choose whether this fleet takes a new build immediately or waits 24 hours behind the fleet that goes first, and, if a build goes bad, where you halt it.

What do Pause, Roll back, and the update lane do?

Pause freezes a ring, so its devices get nothing new until you press Resume. Roll back clears the ring's target and pauses it, so updates cannot set it again alone. Neither one moves a device back, because an agent will not install an older build. Devices sit on three rings: Canary, Early, then Stable, where most live. The update lane picks when Stable gets a new build: Update this fleet immediately, or Wait 24 hours after other fleets report clean. A Held build stays off Stable until a silent device checks in again or someone presses Mark clean.

If nobody approves an update, what stops a bad one?

Three things stop a bad update, and none of them need you. First, each build is signed before it ships, and the agent checks the signature, so a changed build is refused. Second, one fleet goes first and the rest wait 24 hours, so a bad build shows up there, and you pick that fleet with the update lane. Third, an agent that does not come back healthy returns to its old build and says so, which stops the rollout and raises an alert. A device that takes a build and goes quiet is caught too: after 60 minutes by default the version shows Held on the Version health card, and stable skips it until the devices check in again or someone presses Mark clean. You can find out why, then Pause or Roll back.

Why does a rebuild not add a new entry to the list?

Because it is not a new release. The list shows versions, not builds. A version is added once. Build the same code again and the file must be signed again. A signature holds the time it was made, so the file is never the same twice. The code is. The portal compares the code, not the file. When the code matches, it keeps the entry it has and notes this in the system log. That is not a warning. One thing is refused: the same version with different code in it. Devices may already run that version, and the file they get must match what was registered. To ship changed code, raise the version number.

What is the script library?

This library is yours, and a script you save here runs on any device you manage - there is no client to pick and no step that saves a script to a client. Save it once, then run it on a device from that device's own page or put it on a schedule, instead of pasting code onto each machine. Every run goes through the signed execution plane.

Can a script use variables?

Yes. Add a parameter to the script and point it at a variable. When the script runs, the portal looks up the value for that device and its client and sends it with the run. Your script reads it as an environment variable named EZDA_PARAM_ plus the parameter name. Nothing is ever pasted into the script text.

How do I push an app to many devices at once?

Use the Push action on the application's row in the catalog and choose what to target: a client, a tag, or the devices governed by a policy. Each device gets its own signed command and its own audit row, so you can see per-device what was queued and what it did. Only approved, enrolled devices are queued - a pending device or one with execution turned off is skipped rather than silently failing later.

How do I add an app that isn't in the catalog?

Click Add app and give it two things: the application name you want techs to see, and the exact winget package id (for example Mozilla.Firefox). We never store a command line - the install script is assembled server-side from the id, which is why the id has to be exact and why only a known-good character set is accepted. If you know the name but not the id, "Fill with Elise" proposes an id from the name; it is a suggestion in the field, and nothing is saved until you confirm it.

Where do I see the built in variables?

Open the Variables page. Its four sections are listed down the left side, and one shows at a time. Built-in variables opens first and lists every value the portal knows already. Search it by name or by meaning, then copy a name or add it to a script as a parameter. The variables you make yourself are in the Variables section. A link to a section opens that section.

What are variables for?

Variables are named values resolved at run time - in automations, and in script runs launched from a device's own page - an install path, a server name, a threshold, so the same value works across clients without editing anything by hand. Define a value once and reference it by name wherever it's needed.

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Last validated 2026-10-10

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