Syncro's Remote Monitoring and Management (RMM) features help you easily monitor and manage all of your Customers' devices. 

This document describes ways you can download and install a Syncro Agent on your Customers' devices. Each Syncro-managed device is a deployed endpoint, or asset in your RMM environment for that Customer.

Prerequisites

Before you begin, ensure these prerequisites are met:

• Your Customer must be set up in Syncro. See Create a Customer for details.
• You'll need remote or physical access to the Customer's device(s).
• You must have Administrator permissions to install the Syncro Agent.
• Ensure the device meets the minimum specification requirements.

Download the Syncro Agent/RMM Installer

1. Select the Assets & RMM tab from the tab bar. 
2. In the upper right corner, click +New Asset. The New Asset page displays.
3. Select a Customer Name. Additional fields display:        
   
   
4. Select a Policy Folder containing the policy you'd like to attach to the installer. By default, the top-level Policy Folder is selected.
5. Choose a radio button to specify the desired installer file type.
6. Click Get RMM Installer, or copy the link displayed. The installer file downloads to your machine (e.g. SyncroSetup-CUSTOMERNAME-v1-3722905.exe).   

Tip: See also Send an Installer to a Customer. 

6. Use the file to run the installer on any of your Customer's machines. The Syncro Agent is installed on the device and  A successful install displays as follows:

Notes: 

• The installer should take between 15-30 seconds. If not, please check that you've met the Minimum Specification Requirements.
• Syncro enforces Multi-Factor Authentication (MFA) for extra security after the first Syncro device is installed.

Where Syncro Displays Your Customer's Asset

A few minutes after a successful install of the Syncro Agent on your Customer's device, the Asset will appear in three (3) places:

1. In the Assets section of the Customer Details Page:

2. In the Assets & Policies subtab of the Customer Details Page:

3. In the table at the bottom of the page that appears when you select the Assets & RMM tab:

Send an Installer to a Customer

There are several ways you can send the Syncro Agent installer file to your Customer: 

1. Instead of clicking Get RMM Installer in step 5 of Download the Syncro Agent / RMM Installer, click Copy Link. Then paste the link into an email (or other communication) that will directly download the selected installer so your Customer can run it.  
2.  Create (or open) a Ticket for the Customer, and in the COMMUNICATIONS section of the Ticket, click Email RMM Agent Installer Link:

From here, you can either click Insert Link In Comment to insert a simple, canned response with the installer link into the Body, OR click Copy Link to paste it into the Body along with your own message:  

   
Once the desired content is in the Body, click Email to send it to the customer.

Note: If you do not see the option to Email, ensure your Customer does not have the “No Email - Of Any Kind” box checked in their CUSTOMER SETTINGS. See Create a Customer for more information. 

3. Open the Customer's Details Page, and in the Assets section, select RMM Agent Installer from the +New button menu:

Troubleshooting Syncro Agent Installs

1. Check that you've met the Minimum Specification Requirements.
2. Make sure to run the installer as an Admin.
3. Download a new, fresh installer from the Customer's Details Page to ensure your installer is up to date.
4. Verify there are no connection issues, as there are additional files Syncro pulls from our servers during install. 
5. Please make sure the following sites are allowlisted on all firewalls, AV or any other network security:

• *.kabutoservices.com
• *.syncromsp.com
• ld.aurelius.host
• And make sure you can access this site from the asset: https://production.kabutoservices.com/syncro/main/updates/RELEASES

6. If you are reinstalling the Syncro Agent, please reboot the device after uninstalling before trying to reinstall.

If these troubleshooting steps fail, you can submit a support ticket.