Action1 5 Documentation 5 Getting Started with Action1

Getting Started with Action1


Follow these steps to set Action1 patch management platform and RMM up&running in less than five minutes. This tutorial will be helpful for new users as well as evaluators assessing Action1 platform. You are advised to repeat steps in the order they are provided or you can just follow along to get acquainted with Action1.

Step 1. Sign up and Create Action1 Account

1. Select the Sign up link in the upper-right corner.
2. Provide your corporate email.
3. Submit a verification code sent to your email and provide more details about you.
4. Log in to Action1 console.

The outcome of this step: We’ll create your Action1 account for you. 

What does it mean? You can start using Action1. First 100 endpoints are always free. You’ll pay only for the endpoints that exceed 100 quota.

Step 2. Explore Action1 Console and Add Endpoints

The dashboard is your starting point. When you first log into the Action1 console, this dashboard appears empty. Later on, it will be populated with the live data from your connected endpoints. You’ll get insights into their patching status, availability, pending reboots and updates.

Dashboard page

Before you can really start managing your endpoints, let’s connect them to Action1 Cloud.

How to Configure Action1 Deployer

1. Navigate to the Configuration / Agent Deployment page and select Configure. Action1 Deployer helps you automatically discover endpoints and add them to Action1.

2.  Download Action1 Deployer. On the Install Deployer page, download the service to the server you intend to install it. Since the service is responsible for managing agents running on your remote endpoints, it’s crucial for this server to be enabled 24/7.  Please wait for the download to finish and then proceed to the next step.

    Action1 Deployer - step 1

    3. Install Action1 Deployer. Navigate to the folder with your downloads and start the installation. Right-click the package and select Run as administrator. As you proceed with installation, you’ll be prompted to enter credentials. The account you specify should be a local administrator on the managed endpoints and the server where Action1 Deployer resides as well as have the ‘Logon as a service’ permission and read-only access to Active Directory domain. Action1 recommends using a dedicated account for the Action1 service. For more information on permissions and requrements, see Action1 Deployer (Recommended).

    4. Check Status. Please wait for Action1 to verify connection.

    5. Configure Deployment Scope. Specify a domain or individual endpoints. Action1 will search for endpoints within your network and connect them to Action1 Cloud.

    Action1 Deployer - step 3

    You’ll see all discovered endpoints on the Endpoints page. There you’ll see your workstations and servers, with the operating system, number of critical issues, connectivity status, and other details for each endpoint. Check out quick actions that are available for you. For example, you can instantly view missing updates, deploy an app, establish a remote connection, or run a script. As a next step, you can organize endpoints in groups.

    Endpoints dashboard provides access to quick management actions

    The outcome of this step: Action1 is now up&running. You have configured Action1 Deployer to discover your managed endpoints.

    What does it mean? Now, you’ve got everything ready to start managing your networked workstations and servers.

    Step 3. Review Installed Apps

    Navigate to the Installed Apps page. You’ll see a complete list of software installed deployed on your machines. On top of that, you’ll get valuable information about the versions and missing updates.

    Installed Apps

    Step 4. Approve Patches and Create Patch Management Policy

    Go the Update Approval page to see endpoints that need your attention. On this page, you’ll see pending patches. Right on this page, you can approve or decline patches and push them to your endpoints. Let’s roll out a Windows update. In Actions, select Install Now.

    Update Approval pane

    To ensure the updates are delivered automatically, set up a patch management policy. Navigate to the Policies page and create an Deploy Update policy.

    Step 5. Browse Reports

    Action1 comes with dozens of reports that can help you create detailed IT asset inventory, manage endpoint configurations, and enforce security.

    Note: This tutorial does not cover all Action1 functionality but rather gives you a short overview to help you get started faster.