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Overview
What is octoja?
Core Concepts
System Architecture
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Getting Started
Step 1 โ Your First Login
Step 2 โ Create Your First Customer
Step 3 โ Deploy Your First Agent
Step 4 โ Activate Your First Check
Step 5 โ Get an Overview at a Glance
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Customers
How customers, sites, and devices work
The customers overview
Create and edit customers
Add a Site
Import customers from CSV or Excel
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Agents
Deploy the Agent on Windows
Deploy the Agent on macOS
Deploy Agent on Linux
Deploy the Agent with Microsoft Intune
Configure Agent Enrollment Tokens
Configure firewall access for the agent
Configure Antivirus Exclusions for the octoja Agent
Fix Agent Installation Problems on Windows
Show or Hide the octoja Agent Tray Icon on Managed Devices
Update the Agent
Remove the Agent from a Device
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Devices
Inventory & status
Remote access
Network devices without an agent
Edit multiple devices at once
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Checks
Using checks
Custom checks
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Alerting & Cases
Set up alerts for a check
Get Alerted When a Device Goes Offline
Send Alerts to a Microsoft Teams Channel
Send alarms by SMS, call, and app push
Review and manually resolve active alarms
Manage Cases
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Patch Management
How patch management works
Set up patch policies and cycles
Review patch results
Understand Smart Patch Advisories
Exclude or block updates
Create an emergency patch cycle
Roll Out Windows Feature Updates
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Software Deployment
How software deployment works
Deploy Software to Devices
Install or uninstall software on a single device
Build and Deploy a Custom Package
Enable the Software Kiosk
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Automations
Create an automation
Actions
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Dashboards
The customer dashboard
Set Up the TV View for Live Fleet Status
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Reports
Create a report template
Reports Reference
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Users & Access
Users and Groups
Authentication
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Settings
Set Your Profile Preferences
Language and regional formats
Set the technician name for remote support
Configure White-labeling
Configure a custom domain
Configure the email sender
Custom fields
Enable beta features
The audit log
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Integrations
Set up Webhooks
Inspect and export integration history
How integrations work
IP addresses and firewall rules
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Tips & Productivity
Use the Command Bar
Navigate octoja Faster
Keyboard Shortcuts
Reports
Create report templates and generate PDF reports
Create a report template
Build and scope PDF reports with metrics, network devices and custom fields.
Reports Reference
REST endpoints, widget catalogue, evaluation limits and permissions for reports.