N-able: Importing Devices

Here I will take you through the process of adding devices in N-able.

You can begin this process by either taking the customers computer to Our Site, or loading the software onto a USB drive. In either case, the steps are close enough to the same. I have noted any differences you would need to take and where to you would need to take them. As with any process, you can make changes where needed to comply with any customers wishes.

Step One: Getting the Software

 * 1) Open N-able and select the customer name from the list so that you move yourself to the Customer Level
 * 2) If it's not already open, click the (v) down arrow next to the word Actions from the set of menus on the left
 * 3) Click the 'Download Agent/Probe Software' link from these options
 * 4) This will bring up a list of Customer/Site Specific Software
 * 5) I'm not sure if this is customizable, but if it is you need to be an Admin to do so. In either case, you will most likely see anything you need here by default
 * 6) Scroll through the list of Software and make sure you choose the correct Agent software for the Operating System of the customers device
 * 7) If you need to find out what that is, on the customers device hold the Apple/Command/Windows Key and press the Pause button
 * 8) If you can't find the Pause button, or don't have it, open the Start Menu, right click Computer, and click Properties. In the window that pops up you will see their operating system version as well as the other system properties. For now you will only need to find the OS version and the architecture (whether it is 32bit or 64bit; this is also listed in this window)
 * 9) Clicking any of the software links will either prompt you for a download name and location, or will start the download to the default/specified location
 * 10) If you chose the USB option, this is where you would change the download location to your USB drive so you know where it's at later

Step Two: Deploying the Software

 * 1) Open the location you have the software stored
 * 2) If you downloaded this from Our Site, then the download will be in the Downloads folder. Unless otherwise specified
 * 3) If you loaded a USB drive, then it will be wherever you put it in Step One: 6.1
 * 4) Double click the executable file
 * 5) If you're having trouble finding this, look for any application that has the word Agent or Probe in it. Each OS version includes the word Agent or Probe in the name
 * 6) Follow the Install Wizard
 * 7) If you have any questions, reach out to your fellow technicians or help desk. They will/should be able to help you with any questions you have or how to properly handle any issue that arises during this process

Step Three: Importing the Device(s)

 * 1) Select the customer where the device is located
 * 2) Step Three can ONLY be performed at the Customer Level
 * 3) On the left side of the screen click the (v) down arrow next to 'Configuration'
 * 4) Click the 'discovery Jobs' link in the menu options
 * 5) Click the 'Import Assets' button at the top of the screen
 * 6) You can select the '(Number) Of (Number) Unmanaged' link to get to the list of devices imported by a specific Discovery Job
 * 7) Alternate Method: If you click the (v) Under the actions Menu on the left side of the screen, then the 'Add/Import Devices' link, then the 'Import (Number) of (Number) devices' button,  it will take you to the same screen you see after completing Step Three: 4
 * 8) Check the boxes next to the device(s) you wish to import
 * 9) Click the 'Import' button at the top of the screen
 * 10) On the next screen, under the 'Status' column, you will see 'Import Successful' or 'Unsuccessful'
 * 11) Test!
 * 12) As with all processes, you should test it to be sure! If you click the 'All Devices' link under the Views Menu on the left hand side, you should now see the device in the Customers device list