Core RMM Capabilities

octoja is a remote monitoring and management (RMM) platform for IT service providers. It gives you a single web interface to monitor devices, respond to issues, and carry out routine management tasks across all your customer environments. This article walks through each major capability area so you can see what the platform covers.

Monitoring and checks

octoja monitors devices using checks — small tests that run at regular intervals and report back. Most checks run on the agent; a few are evaluated by the platform itself. Each check type watches a specific aspect of the system.

octoja ships a broad catalogue of built-in check types across four categories — Hardware (CPU, RAM, disk, RAID, NAS, UPS, and more), Network (ping, bandwidth, TCP, HTTP, firewall appliances), Security (antivirus, firewall status, password policy, SSL), and Services (backups, Docker, system services, custom scripts, virtualisation). For the full, current list of check types, see Checks.

Checks are configured centrally and can be assigned to individual devices or groups of devices through config packages. When a check detects a problem — a threshold exceeded, a service stopped, a certificate expiring — the result is flagged so your team can act on it.

Beyond the built-in catalogue, you can author custom checks with platform-specific scripts in PowerShell on Windows or bash on Linux and macOS, manage them centrally, and assign them to devices like any other check. The check library is sourced from versioned monitoring check repositories, so new check versions become available as they are published.

Related articles: Configure the Disk Space Check, Configure a Service Check, Configure a SMART Check, Configure a Ping Check, Configure an SSL/HTTP-Check, Configure a Patch Check, Checks (concept)

Remote operations

You can interact with connected devices directly from the browser without installing any remote-access tools on your own machine.

• Remote terminal — open a shell session (cmd, PowerShell, bash, or zsh) on any connected device. A Quick commands menu provides shortcuts for common tasks.
• Live performance — view real-time CPU, memory, and disk usage. See running processes, services, logged-in users, and network adapters.
• Service and process management — start, stop, or restart services and end processes from the device detail page.
• File explorer — browse a device's file system and upload or download files without opening a terminal.
• Remote desktop — view and control a device's screen from the web interface (devices running the Windows agent).

All interactive features require an active connection between the agent and the platform.

Related articles: Open a Terminal on a Device, Monitor Device Performance Live

Device inventory

Every device running the octoja agent automatically reports its hardware, installed software, network adapters, local user accounts, and services. This information is collected on first connection and updated as changes occur.

Devices are organised under customers and sites. You can filter, search, and tag devices to find them quickly. Mark frequently accessed devices as favourites for one-click navigation. The device detail page brings together inventory data, live telemetry, check results, and cases in one view.

Related articles: Customer, Site, and Device Model (concept), The Tenancy Model (concept)

Customers and multi-tenancy

octoja is built around a multi-tenant model. Each managed organisation is a customer with its own sites, devices, and cases. You manage all customers from a single login — there is no need to switch between separate accounts or instances.

Related articles: Create a Customer, Add a Site, The Tenancy Model (concept)

Cases

The built-in case system lets you track issues from creation through resolution. Cases support status changes (Open, In Progress, Closed), priority levels, user assignment, device linking, comments, and a full audit trail.

Related articles: Manage Cases

Self-service app

Alongside the technician tooling in the browser, octoja ships an on-device app for end users. It carries your branding and gives the people who use the managed devices a way to help themselves:

• Open support cases — a user can raise a case straight from their device, and it lands in the same case system your team already works from.
• Reply notifications — the user is notified when their case receives a reply.
• Software Kiosk — the user installs approved software themselves, without waiting for a technician.

You enable these per fleet from a config package's Agent tab: Show agent in system tray, Ticketing enabled, and Software kiosk enabled.

Software deployment

octoja can deploy third-party software to managed devices using the platform's native package managers — Chocolatey and Winget on Windows, Homebrew on macOS, and APT on Linux. You configure which software to deploy in a config package, set a schedule, and assign it to devices.

Related articles: Deploy Software to Devices, Software Deployment (concept)

Automations

The visual workflow builder under Configuration → Automations lets you wire a trigger to an ordered list of actions that run across your devices, without writing an orchestration script by hand.

• Trigger — choose what starts the automation: Device added (runs once when a new device first reports in), Schedule (runs at set intervals), or Manual (runs only when you start it by hand).
• Actions — drag actions into an ordered list: run a PowerShell or bash script, install software via a package manager, restart or shut down a device, send a webhook or a Microsoft Teams message, or open a case linked to the device. Each step can carry a condition and its own on-failure and device-offline behaviour.
• Target devices — pick the devices the automation runs against with the same targeting rules used by config packages; a preview shows which devices currently match.
• Test run — run the automation once against a single device to check it before you enable it for the whole fleet, and review the full run history afterwards.

Patch management

octoja manages operating-system updates as a full workflow, not just a monitoring check. The Patch Management area of the web interface covers:

• Patch policies — define how devices receive updates: deployment rings, the maintenance window, customer scope, automatic reboot behaviour, and exclusion rules. Auto-promotion can move a rollout from one ring to the next once a minimum success rate is reached.
• Patch cycles — each cycle collects the pending updates for review and approval. You can approve or reject individual updates, approve all pending updates, or approve critical and important updates in one step. Finalised cycles install during the next maintenance window, and emergency cycles let you roll out urgent updates outside the regular schedule.
• Update review — every update is listed with its KB number and severity, so you decide per update what gets installed.
• Compliance — the built-in Patch Compliance Snapshot report shows how up to date your devices are.

Independent of this workflow, the patch check detects pending Windows Update patches. You can set thresholds for how many pending updates or how old they can be before the check raises a warning or critical result.

Related articles: Configure a Patch Check

Users, groups, and permissions

Access is controlled through users and groups. Each group carries a set of permissions that determine what its members can do — manage users, manage customers, interact with devices, configure checks, and more. There are no fixed built-in roles; you build the access model that fits your team.

Authentication supports local passwords, TOTP two-factor authentication, and Microsoft single sign-on via OIDC.

Related articles: Create a User, Create a Group, Assign Permissions, Users, Groups & Permissions (concept), The Authentication Model (concept)

Integrations

octoja connects to external systems in several ways:

• Veeam Backup & Replication — the Veeam check monitors backup job status and age on devices running Veeam Backup & Replication.
• Outbound webhooks — notify any external system over HTTP when octoja events fire. Webhooks are configurable per endpoint with delivery history, replay, secret rotation, and test sends. You manage them under Administration → Integrations (requires the Integration Management permission).
• Microsoft Teams alert channels — forward alerts and notifications directly to a Microsoft Teams channel, with the same delivery history and replay tooling as webhooks.
• Lywand vulnerability scanning — Lywand vulnerability findings are surfaced directly inside the octoja device view alongside inventory and check results. See Set up lywand software.

Related articles: Configure the Veeam Backup Check

White-label and branding

You can replace the octoja name, logo, and colour scheme with your own branding. This applies across the web interface and — with a custom domain via CNAME — the URL your customers see.

Related articles: Configure Platform Branding

API

octoja provides a REST API for programmatic access. Available endpoints cover authentication, customers, assets (devices), users, groups, cases, and asset logs. The API uses cookie-based sessions with token refresh.

Related articles: API Authentication, Customers API, Devices API, Users API, Groups API, Cases API, Asset Logs API, API Design Principles (concept)

Reports

Reports give you a templated way to summarise customer and device data. The Reports section under /reporting lets you build report templates from a library of widgets exposed by the platform, scope them to a customer or a specific device, and generate a PDF print-bundle for download or distribution.

Templates are reusable — once a template is set up, you can regenerate the same view on demand whenever you need a fresh snapshot. Output is delivered as a print-friendly bundle suitable for emailing to a customer or archiving alongside case history.

Dashboards

The home dashboard at / gives you an overview across all customers and devices with severity filters, status counts, and quick navigation to anything that needs attention. Filter by customer, device kind, operating system, or check status to focus on the slice you care about.

Productivity features

• Command bar (Ctrl+K) — search across devices, cases, customers, and users. Run commands, switch themes, and jump to any page.
• Keyboard shortcuts — navigate lists, open details, and trigger actions without leaving the keyboard.
• Favourites and recent items — pin frequently accessed items for quick return.

Related articles: Use the Command Bar, Navigate octoja Faster, Keyboard Shortcuts (reference)

Next steps

• New to octoja? Start with Step 1 — Your First Login in the Getting Started guide.
• Looking for a specific topic? Use the search bar or browse the article collections in the sidebar.