Main features in Datto RMM

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

Introduction

The Datto RMM web interface is built to provide a modern, security-first, scalable, and easy-to-use RMM platform for managed service providers (MSPs).

Benefits of Datto RMM

  • Modern and intuitive experience. Datto RMM 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 architecture uses a front-end API that marks a clear separation between front-end and back-end services, which enables greater platform security.
  • Faster and more scalable. As the number of endpoints managed by MSPs grows, Datto RMM is processing more data than ever before. The architecture is designed for scalability, resulting in more predictable performance and enhanced responsiveness.
  • Greater efficiency. Quick actions and their interaction with components help you 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, Datto RMM 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 web interface is easy to learn and makes client onboarding faster with features such as network topology. Feature organization enables you to make the most out of Datto RMM’s extensive feature set.

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

Recently added

Current release

Datto RMM 12.5.0 release notes

Depending on your security level, the left navigation menu provides access to the following areas. 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.
Click Filters to view the list of all device filters. Refer to Device Filters. 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. 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. 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.
Click Software Management to view the list of Managed software. Refer to Software Management.
Click Hardware to view the list of all hardware. Refer to Hardware.
Click Deleted Devices to view the queue for deleted devices. Refer to Deleting a device.
Sites Click All Sites to open the Sites page. Refer to Sites. 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.
Click Alerts to view the list of alerts that apply to the site. Refer to Alerts.
Click Devices to view the Site Summary page for the site. Refer to Site Summary.
Click Filters to view the list of device filters that apply to the site. Refer to Device Filters. 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. 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.
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.
Click Settings to edit this site. Refer to Creating a site.
Click Software to view the list of software that applies to the site. Refer to Software.
Click Software Management to view the list of Managed software that applies to the site. Refer to Software Management.
Click Hardware to view the list of hardware that applies to the site. Refer to Hardware.
Click Deleted Devices to view the queue for deleted devices within the site. Refer to Deleting a device.
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. 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.

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 and Device Summary.
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 and Groups.
Automation Click Jobs to open the Jobs Overview page. Refer to Jobs overview.
Click Components to access your Component Library. Refer to Component Library.
Click ComStore to access the ComStore. Refer to ComStore.

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.
Analytics Click Reports to open the Reports page. Refer to Reports.
Click Activity Log to open the Activity Log page. Refer to Activity Log.
Microsoft 365 Refer to Microsoft 365 Integration.
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. Refer to The Datto RMM Web Portal - Legacy UI.
< 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.

Refer to Logging in.

You can access your user account settings, switch between accounts, or log out of Datto RMM on any page. 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.

Datto RMM is localized in the following languages:

  • French
  • German
  • Spanish
  • Italian
  • Portuguese

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. 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 of the following fields listed 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: The unique identifier of the device, which is automatically created upon adding the device to your Datto RMM account. Refer to UID in Device Summary.
    • 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.
  • If a search term includes wildcard characters (for example, underscores and percent signs), they serve as normal characters if they are preceded by a backslash. For details, refer to Wildcard characters.

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 Datto RMM, click the Send Feedback icon in the upper-right corner of any page, or navigate to 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:

  • Knowledge Base: Refer to Datto RMM Online Help.
  • Videos: Refer to Videos and webinars.
  • Support: Refer to Support.
  • Send Feedback: Refer to Sending feedback.
  • Translation Change Request: Only available when viewing the interface in a non-English language. Click this menu item to submit a translation change request for consideration via the Datto RMM UI Translation Change Request form.
  • Show Me How: Refer to Show Me How menu.
  • Community: Refer to Community.
  • Release Notes: Refer to Datto RMM release notes.
  • Version Number: Displays the current version number of Datto RMM.

    • NOTE  The version number is not displayed in the left-navigation Help menu.

  • What's New: Refer to Current release. A red dot on the icon indicates a new release has been deployed. The red dot will remain until you click What's New to open the latest release notes.

Access in-product training, best practice guides, and Datto RMM documentation, or contact Datto RMM Support by navigating to 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.

You can also type your question(s) or keyword(s) and search under the Resources and Learn tabs. This will allow you to filter for content within Show me how... and to search for articles in the Datto RMM Help.

Refer to Interactive help browser requirements.

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).

  • m key: When viewing a dashboard, it allows you to enter full-screen mode. This shortcut is only available when the dashboard contains at least one widget. Refer to Dashboards.

    • NOTE  This shortcut will not work on a dashboard that is opened by default upon initially logging in. You must navigate away from the Dashboards menu and then navigate back to a dashboard for this shortcut to work.

  • f key: It activates the global search bar. Refer to Global search.

Wildcard characters may be used in column filters and search boxes. For example, a percent sign (%) functions as a wildcard for zero or more characters, and an underscore (_) functions as a wildcard for exactly one character.

To cause wildcard characters to serve as normal characters while filtering or searching for specific results, enter a backslash (\) as an escape character before the wildcard character.

EXAMPLE  Filtering or searching for A_C will not limit the results to those containing A_C as an actual underscore because, without the backslash, the underscore is treated as a wildcard character. Those results would also include ABC, for example, because the underscore serves as a wildcard for the middle character (in this case, B). Filtering or searching for A\_C will only populate results containing A_C as an actual underscore.

A limited number of features from the legacy UI are not available in the New UI. For several of these deprecated features, we have introduced alternative solutions or new and improved functionality. For more information, refer to this Kaseya Community post, which provides a detailed description and projected timeline of our transition plans.

Feature Notes
Datto RMM standalone 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. Refer to Autotask Integration. We continue to work with technology partners on other ticketing solutions.
Legacy Datto BCDR Integration The Datto Continuity Integration has replaced the Datto BCDR Integration for a much richer and deeper integration experience.
To configure the Datto Continuity Integration, navigate to Setup > Integrations > Datto Continuity. Enter your Datto Continuity credentials and set up monitors accordingly. Refer to Datto Continuity Integration.
Legacy Webroot Endpoint Security Integration

You can now deploy Webroot SecureAnywhere® Endpoint Protection automatically via a Software Management policy or by performing an ad-hoc installation via a job.
Site-specific license keys and other installation parameters are configured via variables at either the global or site level.
Webroot automatically identifies its status to Datto RMM and can be monitored for installation compliance using the Antivirus Status Monitor. To perform Webroot-specific monitoring, such as identifying infected devices, licensing issues, or feature status, you can use our dedicated Webroot SecureAnywhere Monitor components, available from the ComStore.
Refer to Webroot SecureAnywhere Endpoint Protection for more information.
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.
Power policies To apply power settings to a device, we recommend you 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 for 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 for information about scheduling jobs and the various recurrence options.
Favorite devices The new web interface leverages quick access to recent devices and sites while also offering significant improvements to the way device groups work.
Favorite components Favoriting components is no longer a requirement for use in quick jobs; users can quickly search for components when creating a job.
Suspended devices Use the unscheduled maintenance mode or the Maintenance policy, as appropriate. Refer to Creating an unscheduled maintenance mode window and Maintenance policy.
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.
MDM The Mobile Device Management module was completely deprecated.
QR codes QR codes are not available.