New UI

SECURITY  Any user; however, access to various areas in the New UI is defined by the user's security level permissions. Refer to Permissions.

NAVIGATION  New UI

Introduction

Datto RMM’s new User Interface (UI) is a key element of our vision for RMM innovation. In addition to providing a modern RMM experience, the New UI also introduces significant architectural advancements to strengthen Datto RMM’s foundation as a security-first, scalable, and easy-to-use RMM platform for managed service providers (MSPs).

Benefits of the New UI

  • Modern and intuitive experience. The New UI provides an intuitive user experience with features such as dynamic page scaling, in-depth search capabilities, and dashboards that accurately represent what is happening within your estate.
  • Enhanced security. The new architecture uses a front-end API that marks a clear separation between front-end and back-end services, which enables greater platform security. Coupled with native ransomware detection, the New UI is a crucial component of Datto RMM’s security-first design.
  • Faster and more scalable. As the number of endpoints managed by MSPs grows, Datto RMM is processing more data than ever before. The new Datto RMM architecture is designed for scalability, resulting in more predictable performance and enhanced responsiveness.
  • Greater efficiency. New quick actions and their improved interaction with components helps you to close tickets faster. Powerful dashboards and data visualization with widgets and granular filters that can be shared with other users help you to take insightful actions and to collaborate better for an enhanced service experience.
  • Run it from anywhere. In an increasingly hybrid and cloud-based IT environment, the New UI is a seamless experience across browsers and devices, allowing you greater flexibility in servicing your clients.
  • Faster time to value. Whether you are new to Datto RMM or a long-time partner adding new technicians to a growing business, the New UI is easy to learn and makes client onboarding faster with features such as network topology. Improved feature organization also enables you to make the most out of Datto RMM’s extensive feature set.

New and enhanced features in the New UI

We have made extensive enhancements to existing features and have added several new features that are available only in the New UI, such as the following:

Devices & Sites

  • The Metrics card shows up to 90 days of downtime, CPU, memory, and disk usage, with options to view different date ranges and export. Refer to Metrics.

  • The Related devices card shows how devices are related to others in the network and helps make navigation more intuitive. Refer to Related Devices.
  • Network Topology brings instant understanding to any network with a network node. Device onboarding is also significantly easier. Refer to Network Discovery - New UI.
  • New navigation with recently used devices and sites makes it much easier to return to where you were previously. Refer to Recently accessed list.

Quick Actions & Self-service

  • Various common quick actions were added to the Device Summary page, such as the ability to uninstall software from the software list. Refer to Software. Bitdefender, Webroot, or Windows Defender actions are also available. Refer to Endpoint Security, Webroot SecureAnywhere Endpoint Protection, or Windows Defender Antivirus.
  • Quick jobs in the New UI allow you to more easily take action on devices. Improved quick job functionality, with options to directly add ComStore components, makes it easier than ever for technicians to solve device-level problems with components. Refer to Quick jobs - New UI.
  • License self-service ensures new Datto RMM licenses can be added quickly and easily. Refer to Licenses - New UI.

Alerts & Analytics

  • Dashboards contain powerful widgets, filters, and the ability to share with other users. Refer to Dashboards.

  • Alert history provides important context by showing recent and related alerts on device and alert pages. Refer to Single Alert View - New UI.
  • Unscheduled maintenance mode prevents unwanted alerts from being raised for one or more devices within a specified amount of time. Refer to Create a Maintenance Mode Window.

  • The Unified Activity Log provides device and user activity in one place, with advanced log search capabilities. Refer to Activity Log.

Integrations & Security

Recently added

Current release

New UI keyboard shortcuts

  • M key: When viewing a dashboard, it allows you to enter full-screen mode. This function is only available when the dashboard contains at least one widget. Refer to Dashboards.
  • N key: It allows you to expand or completely collapse the left navigation menu on any page.
  • F key: It activates the global search bar. Refer to Global search.

Transitioning to the New UI

In preparation for the official switchover, we strongly recommend learning how to access and use the New UI, growing familiar with the features that function in new and improved ways, and sharing any of your suggestions or feedback.

Timeline

Q4 2022: The remaining functionality will be completed in the New UI.

Q1 2023: The New UI will be the default interface, but users will be able to access the legacy UI when required.

NOTE  Access to the legacy UI will only be removed once all remaining functionality is completed in the New UI.

Switching to Datto RMM's New UI is as easy as clicking a button:

Depending on your security level, the New UI allows you to access the areas listed below. You can have several sections of the left navigation menu open simultaneously.

Area Description
Dashboards Refer to Dashboards.
Global The Global menu provides the following summaries at the global level:
Click Alerts to view the list of all alerts. Refer to Alerts - New UI.
Click Filters to view the list of all device filters. Refer to Device Filters - New UI. Clicking a device filter in the list will direct you to a list of devices included in that filter. Refer to View Devices.
Click Groups to view the list of all device groups. Refer to Groups - New UI. Clicking a device group in the list will direct you to a list of devices included in that group. Refer to Viewing devices.
Click Patches to view the list of all patches. Refer to Global and site-level patches summary lists.
Click Policies to view the list of all policies. Refer to List of policies.
Click Site Groups to view the list of all Site Groups. Refer to Site Groups - New UI. Clicking a Site Group in the list will direct you to a list of sites included in that Site Group. Refer to List of sites.
Click Software to view the list of all software. Refer to Software - New UI.
Click Software Management to view the list of Managed software. Refer to Software Management - New UI.
Click Hardware to view the list of all hardware. Refer to Hardware - New UI.
Sites Click All Sites to open the Sites page. Refer to Sites - New UI. Clicking a site in the list will direct you to the Site Summary page for that site; the selected site will also be listed in the left navigation menu, and clicking the site in the left navigation menu will also open the Site Summary page for the site. Refer to Site Summary - New UI.
Click Alerts to view the list of alerts that apply to the site. Refer to Alerts - New UI.
Click Devices to view the Site Summary page for the site. Refer to Site Summary - New UI.
Click Filters to view the list of device filters that apply to the site. Refer to Device Filters - New UI. Clicking a device filter in the list will direct you to a list of devices included in that filter. Refer to View Devices.
Click Groups to view the list of device groups that apply to the site. Refer to Groups - New UI. Clicking a device group in the list will direct you to a list of devices included in that group. Refer to Viewing devices.
Click Notes to view, edit, add, or delete any note for the site. Refer to Notes in Site Summary - New UI.
Click Patches to view the list of patches that apply to the site. Refer to Global and site-level patches summary lists.
Click Policies to view the list of policies that apply to the site. Refer to List of policies.
Click Network Discovery to open the Network Discovery page for this site. Refer to Network Discovery - New UI.
Click Settings to edit this site. Refer to Creating a site - New UI.
Click Software to view the list of software that applies to the site. Refer to Software - New UI.
Click Software Management to view the list of Managed software that applies to the site. Refer to Software Management - New UI.
Click Hardware to view the list of hardware that applies to the site. Refer to Hardware - New UI.
Click any dashboard listed in the left navigation menu to view the selected dashboard filtered for this site. Refer to Dashboards.
Click Site Groups to view the list of all Site Groups. Refer to Site Groups - New UI. Clicking a Site Group in the list will direct you to a list of sites included in that Site Group. Refer to List of sites.
Devices Click Approval required to approve or reject devices that want to connect to your account. Refer to Device approval - New UI.

NOTE  An ! icon next to this section indicates that there are devices requiring approval.

The five most recently visited devices are displayed when this menu is expanded. Click All to open the Devices page or click an individual device to open the Device Summary page. Refer to Devices - New UI and Device Summary - New UI.
Filters and Groups Click Filters and Groups, then click Filters or Groups to access the list of device filters or groups, respectively. Clicking a device filter or device group in the respective list will direct you to a list of devices included in that filter or group. Refer to Device Filters - New UI and Groups - New UI.
Automation Click Jobs to open the Jobs Overview page. Refer to Jobs overview - New UI.
Click Components to access your Component Library. Refer to Component Library - New UI.
Click ComStore to access the ComStore. Refer to ComStore - New UI.

NOTE  An ! icon next to this section indicates that there are updates available for components in your Component Library. Refer to Update All.
Policies Click Policies, then click All to see all policies. To see only one type of policy, select a policy type from under All in the left navigation menu or use a filter in the Type column on the Policies page. Refer to Policies - New UI.
Analytics Click Reports to open the Reports page. Refer to Reports - New UI.
Click Activity Log to open the Activity Log page. Refer to Activity Log.
Setup Refer to the following topics:
Help Expand the menu and click any of the help resources. Refer to Help resources.
Legacy UI Click to open the legacy UI in a new browser tab.
< or > Click the < icon to collapse the left navigation menu and view only the icons for each area. Click the > icon to expand the left navigation menu.

As a shortcut, press the N key on your keyboard to expand or completely collapse the left navigation menu.

Refer to Logging in.

You can access your user account settings, switch between accounts, or log out of Datto RMM on any page in the New UI. Click your name to open a drop-down menu.

Hovering over your name displays your current security level that you can change in the My Settings menu. Refer to Current Security Level.

Refer to My Settings.

Click Switch Account and on the Choose an account page, click Continue to switch over to the Datto Portal or other Datto product pages that use the same credentials.

Click Logout to log out of your account for both the New UI and the legacy UI.

The New UI is localized in the following languages:

  • French
  • German
  • Spanish
  • Italian

To learn how to change the language of the interface, refer to User Language.

The global search bar is accessible at the top of any page in the New UI. You can start a search by pressing the F key on your keyboard or by clicking the search bar.

Searching and search results

You can focus your search on a specific field or select the General option that allows you to search multiple fields at the same time.

  1. From the drop-down list, select a field you want to search on. The following fields are available:
    • General: It searches all fields listed below except for Custom Device Filter, Default Device Filter, Device Group, and User-defined fields 1-30.
    • Site Name
    • Site Description
    • Hostname: This field is selected by default when logging in to your account for the first time.
    • Description
    • Last User
    • Serial Number
    • Internal IP
    • External IP
    • UID
    • Custom Device Filter
    • Default Device Filter
    • Device Group
    • User-defined fields 1-30
  1. Enter any term into the search bar. The search results will be narrowed and highlighted as you type. If no result is found, it will be indicated below the search bar. Searches are not case sensitive.
  2. If any match is found, the following will be displayed:
    • Quick results: A list of items matching your search term. Where applicable, the listed items will display some device information (device hostname and description) and site information (site name). In the case of filters and groups, the listed items will indicate the scope (global or site). If you search using the General option, the search results will be grouped by the supported search fields. Search fields with no results will not be displayed. Click any item in the quick search results.
    • All results: Press Enter on your keyboard or click the View Results link above the list of quick results to open a full list of items filtered by your search term within a specific search field. Using Enter is supported in all search fields except for General. From the filtered list, you can perform any of the available actions on that page or add more filtering as required. You can also select a different search field on the page while keeping the original search term.

NOTE  The Filtered by bar will display the selected search field and search term even if the column for that search field is not selected in the Column Chooser.

Notes

  • The search field selection will persist across pages and between login sessions.
  • You can use the arrow and Enter keys on your keyboard to change the search field focus or to select an item in the list of search results.
  • When selecting a search field using either the keyboard or the mouse, the cursor will focus on the search bar.

Hover over the clock icon to the left of your name to view a list of recently accessed sites and devices. You can also right-click any item in the list to perform further actions, such as copying the link or opening it in a new tab or window.

If you have suggestions or comments about the New UI, click the Send Feedback icon found at the top of any page in the New UI or navigate to New UI > Help > Send Feedback. Your feedback will be sent directly to the development team and it will be used to improve the functionality of the pages and to prioritize new features.

Click the Help icon to access the following help resources:

Access in-product training, best practice guides, and Datto RMM documentation, or contact Datto RMM Support by navigating to New UI > Help > Show Me How.

Click Get Started to perform common tasks or to take tours. Click the Resources tab to access all resources and guides. Click the Learn tab to access webinars and best practice guides.

You can also type your question or keywords and click the search button to filter for content within Show Me How and to search for articles in the Datto RMM Online Help.

Breadcrumbs are available within page headers. Click a hyperlink in the breadcrumb path for simpler navigation back to that page.

Time stamps reflect the user time zone and preferred date format configured on the Setup > My Settings page. Hovering over any time stamp will show its date in the alternative format. Refer to User Time Zone and Date Format.

NOTE  This does not apply to Bios dates or dates that are part of a string (for example, the Last edited field on the Job Results page).

A limited number of features from the legacy UI will not be available in the New UI. For several of these deprecated features, we have introduced alternative solutions or new and improved functionality in the New UI.

Feature Notes
Datto RMM stand-alone ticketing We suggest using a PSA product for your ticketing needs. Autotask is deeply integrated with Datto RMM and provides ticketing, automation, and reporting to suit MSP needs and complexities. We continue to work with technology partners on other ticketing solutions.
Legacy Datto BCDR integration The Datto Continuity Integration in the New UI has replaced the Datto BCDR Integration for a much richer and deeper integration experience.
To configure the Datto Continuity Integration in the New UI, navigate to Setup > Integrations > Datto Continuity. Enter your Datto Continuity credentials and set up monitors accordingly. Refer to Datto Continuity Integration.
Job Alerts Job Alerts function differently to normal alerts, and we are looking to bring job alerting in line with the rest of the product.

NOTE  This does not relate to emails you can configure with relation to jobs.

Many use cases for Job Alerts are better fulfilled by component monitors, which can generate standard alerts and support tickets once a certain state is detected on devices.
Power Rating/Energy Usage The power savings information was not commonly used and will be deprecated in the New UI.
Power policies To apply power settings to a device, we recommend partners use the relevant ComStore component.
The Power Settings component from the ComStore, available on Windows, offers expanded functionality to apply Power policies to devices. Refer to ComStore - New UI for more details.
Site level UDFs labels Overriding UDF labels at the site level could lead to confusion when aggregating data globally. We recommend that UDFs be defined globally and used consistently for all devices. When UDFs are exposed in report or CSV downloads, the global account-level labels are always used.
On-connect jobs schedule option The Initial Audit recurrence type, which allows jobs to run once a full audit has been completed by the device, will serve as a replacement to the on-connect option. Jobs of this type may be set against filters, a value beyond the scope of on-connect jobs.

Refer to Scheduled jobs - New UI for more information about scheduling jobs and the various recurrence options.
Favorite devices The New UI uses a concept of recent devices and sites while also offering significant improvements to the way device groups work.
Favorite components Favoriting components is not a requirement for use in quick jobs in the New UI; users can quickly search for components when creating a job.
Suspended devices Partners should use the unscheduled maintenance mode in the New UI or the Maintenance Policy, as appropriate.
Component Editor - Image Library Users will need to upload a new image for components they create.
Component Editor - JavaScript, Ruby, Groovy, Python scripts support Depending on the scripting language, Datto RMM can invoke various runtimes directly. For example, rather than attaching Python code directly to a component, attach the code as a PY file and invoke Python with the file as an argument on the local device. You may execute this process with your preferred runtime in place (for example, Node.js, and so forth).
Extensions/Integrations section in ComStore Integrations have been moved to their own area under Setup in the New UI.
MDM The Mobile Device Management module was deprecated for the legacy UI and will not be available in the New UI.
QR codes QR codes are not available in the New UI.