Datto RMM trial resources

For those trying out Datto RMM using a 14-day free trial, the following resources are designed to ensure a successful and thorough testing of the software to meet your requirements. Your engagement will also be supported by your account manager, who will provide appropriate resources as necessary.

Before you begin

We suggest deploying Datto RMM within a test environment. Your account manager can cover bulk deployment in more detail if there is a need to do so upon completion of your Success Criteria.

We ask that you define and document your Success Criteria as delineated in this topic. These are the key components of testing that will allow you to determine if Datto RMM is the right solution for you. Consider examining your existing technician workflows to aid in establishing your Success Criteria.

As follows are some suggestions to get you started.

Criteria Description Resource
Device security/patching Check for and install missing critical patches on Windows devices. Use a Windows Update policy to control patching to Datto RMM, and then configure a Patch Management policy for relevant devices.

• Patch Management
• Disabling Windows updates
• Patch Management policy
Ease of deployment Download and install an Agent on a new device. There are various methods available to add devices in Datto RMM, including Network Discovery, Active Directory deployment, and email.

• Datto RMM overview
• Adding a device
• Installing the Datto RMM Agent on servers, desktops, and laptops
Visibility Datto RMM automatically audits devices. View and check audit data against your environment. Check device activity for remote control, jobs, patch installations, and so forth.

• Device summary
Device & data organization Configure new sites and custom filters and groups to target devices based on software, hardware, and other device attributes.

• Sites
• Device filters and groups
Software deployment Deploy a component, either from the ComStore or one that you have created using jobs. Use a filter (for example, No Java, Win 7) to target the necessary devices.

• Component Library
• ComStore
• Download a component
• Jobs overview
Software Management policy Configure third-party software application updates and define when those updates should be installed.

• Software Management
• Software Management policy
Support Initiate a remote takeover session. In addition to using Web Remote/VNC/RDP/Splashtop, use the built-in tools such as command shell, Windows services, and task manager to carry out tasks behind the scenes on remote devices.

• Agent Browser
• Remote support actions
• Agent Browser tools

• Web Remote
Monitoring Set up monitors at the global and site level. Target relevant devices using filters and groups. Deploy a component as an auto-response where relevant to auto-resolve alerts.

• Policies
• Monitors
• Monitoring policy
• Best practices for Monitoring policies
Reporting Schedule reports summarizing activity, asset information (for example, the Detailed Computer Audit report) and health (for example, the Executive Summary report).

• Reports
• List of reports and exports
User and security Create a new security level and assign it to users.

• Security levels
• Users
• Activity Log

Additional resources

Throughout the evaluation process, we will schedule sessions to see how you are progressing in regard to your Success Criteria and to assist and provide resources as necessary. A final session will be scheduled to review your trial and to agree to next steps.

Finally, don’t forget that you can always utilize the online Kaseya Community for help from Datto experts and fellow users. If you need step-by-step assistance setting up any features, click Show me how… in the upper-right corner of the Datto RMM web interface to be guided through some of the essential features within RMM.