Max RemoteManagement
Add a Customer
To add a customer you must be logged in as the Partner Admin user.
Log into the Management Console as Admin.
Click File → Add client.
Enter the customer company.
Right Click the new client and Select Add Site
For Name: use Main unless it is not the main site.
Leave Default Workstation Monitoring Use Parent (Off)
Change Default Server Monitoring Template: to TC MAV SVR
Be sure to choose Default Server Monitoring Template: TC MAV SVR to not inccur extra server charges.
Install on Client PC
There are 2 ways to get the client installed on the client PC. Group Policy and Remote Worker standalone file:
Remote Worker Installation
Log into the Management Console as Admin.
Click Agent → Download Agent → Download Site Installation Package → Enter admin credentials → Select correct Client and Site, latest Agent → Next → Select RW Installer.
Copy the downloaded file to the PC and run. It will have little if any feedback
On the PC check services.msc for Advanced Monitoring Agent Service
On the PC check c:\Program Files (x86)\Advanced Monitoring Agent\download for MAV-Installer.exe and NetworkManagentInstall.exe (they may take some time to download)
That PC should show up on the panel
Group Policy Installation
Create Client Group
Optional - necessary before creating a Customer Admin User.
This will be assigned to a client user for their Client/Site
Log into RemoteManagement Console as Admin
Settings → Users → Client Groups → Add Client Group
Use the users company as the Client Group Name
Add the users company by selecting and using the right arrow to add to “Clients Inside Group”
Save
Define Roles and Permissions for Customer User
This will be the Role selected when creating the user with special permissions.
Log into the Management console as Admin.
Settings → Users → Roles and Permissions
Add Role → Enter Name for role, Choose a Role to copy, Select options → Save
Create a Customer Admin User
Optional
Log into the Management Console as an admin
Add a client group to limit the new user
Settings → Users → Client Groups → Add Client Group
Select the new group, then add the desired clients to the new group
Add a user
Settings → Users → User Accounts → Add User
Enter user valid email address
Click in the Role column and select Client Manager
Click in the Client Group field and select the group just created
Managed Antivirus Protection Policies
In order to have custom settings for Antivirus scanning, retention policies, schedules, etc. it is necessary to create a custom policy to avoid affecting all clients.
Settings → Managed Antivirus → Protection Policy - New
Use the client company as the Policy name
Base the policy on Server or Desktop etc. and set Policy Type to same → Add
Adjust settings per that client. Most will be schedule changes for the weekly deep scan → Save
Apply the policy to a Workstation/Server
It appears that these custom policies can only be attached one PC at a time. Not to Clients or Sites.
Antivirus Exclusions
Troubleshooting
Managed Antivirus
If you have problems installing Managed Antivirus (as admin):
Edit the problem machine in the MaxRM Dashboard
Install the latest Windows Installer
Install the latest .NET 4 Framework
Run the AVG Remover tool
Run the Managed Antivirus (Bitdefender) Uninstall Tool
Reboot the machine
Edit the problem machine in the MaxRM Dashboard
Wait a half a day to verify MAV installation