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Monitoring Templates (Windows and Macs)

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Monitoring Templates are supported from Windows Monitoring Agent v8.6 and Mac Monitoring Agent 3.0.2 RC.


For Windows you can apply the Monitoring Template during Agent installation, this not only reduces the time taken to install the Agent, but also ensures consistency across all of your monitored devices as the Agent is installed and configured to precisely match your specific Check and Automated Task requirements. This reduces setup time and ensuring a configuration consistency across devices.


You can create multiple Monitoring Templates to use when deploying the Agent, either interactively or silently, on devices at different sites.


As circumstances and the customer’s requirements change it may become necessary to action bulk changes across devices, for example upgrade from Asset Tracking only to monitoring.


Rather than add each Check or Automated Task at the single or multiple device level (which can be time-consuming, and potentially introduce the possibility of human error) we introduced the ability to deploy a Monitoring Template to an existing Agent for Windows and Macs.



Create a Monitoring Template - From an Existing Device

Create a Monitoring Template - From a Blank Template

Manage Monitoring Templates


Apply Monitoring Template during Agent Installation (Windows)

Agent Deployment with Monitoring Templates (Windows)

Agent Deployment with Monitoring Templates - Manual Installation (Windows)

Standard Checks (Windows)

Apply Monitoring Template including Upgrade from Asset Tracking (Windows and Macs)

Apply Monitoring Templates to existing Windows Agent from 9.8.9 and Mac Agent 3.0.2

Apply a Monitoring Template to existing Windows Agents: 9.8.7 and 9.8.8

Configure Monitoring Template Dialog

Monitoring Template - Automated Tasks Setup



Windows Agent Releases

Agent 9.8.3: upgrade from Asset Tracking

Agent 9.8.7: Apply a Monitoring Template or perform a default check discovery without reinstalling the Agent

Agent 9.8.11: Support Client and Site assignment, stack multiple Monitoring Templates

Agent 9.12.0 Support the inclusion of Automated Tasks


Please ensure the login you have accessed the Dashboard under has the required Permissions enabled to ensure you can carry out the required actions.


Note: Daily Safety Checks run based on the local time of the computer the Agent is installed on.



To ensure all checks function as expected the language of the Monitoring Template must match the language of the Operating System it is to be installed on.


For example, a Windows Service name on an English Operating System may be different to its French counterpart and where a Monitoring Template derived from an English Operating System is installed on a French machine the check for this Service would fail.


Asset Tracking Only (Windows)

If you only want to retrieve the hardware and software asset information from a device or use a feature without monitoring, connect to the device via Take Control, provide protection via Managed Antivirus or backup files and folders through Backup & Recovery you can use the Asset Tracking Only templates, available for both servers and workstations. This is covered in Asset Tracking Only Installation.


Feature Associated Checks (Windows)

Depending on the feature, checks may be automatically added to monitor its state. For example, when Backup & Recovery is added to a device we automatically add a 24x7 Windows Service Check (to alert if the Backup Service Controller services stops) and a Daily Safety Check Backup Check to monitor the backup session status.


As these specific feature associated checks are automatically added when you enable the feature, they are excluded from any method to add checks to multiple devices (including Monitoring Templates) to avoid accidental duplication or monitoring of a non-installed product.


If you wish to add another instance of this specific check for this product (in addition to the associated check) it must be added per-device.