CONNECT WITH US

Best Practices for Device Security in Datto RMM

  • October 7, 2025
  • ProVal Technologies, Inc
  • Tech Tuesday

Device security is key to keeping your Datto RMM account protected. In this week’s Tech Tuesday, we explore the built-in security features you can use to safeguard your environment and reduce risk.

Step by Step:
  1. Open Datto RMM and navigate to the security settings to review device and agent security best practices.
  2. Enable device approval (sandboxing) to ensure only authorized devices can connect to your Datto RMM account.
  3. With device approval enabled, require administrator approval before new devices can run jobs, download components, or accept policies.
  4. Navigate to Devices → Approval Required in the new UI to review devices awaiting approval.
  5. Review agent encryption status in the same area to identify agents with missing or incorrect encryption keys.
  6. Investigate any encryption key mismatches, which may indicate a legitimate agent reinstall or a potential security issue.
  7. Review agent IP address restrictions and configure access so the agent browser is only reachable from approved IP addresses.
  8. Confirm malware protection is active on all endpoints.
  9. Use filters and monitors to detect devices with missing or unhealthy antivirus protection.
  10. Review antivirus status data, including whether the product is running and up to date.
  11. Use Datto RMM patch management to deploy Windows updates and monitor devices requiring additional attention.
  12. Monitor Windows Update service issues as they are reported directly through Datto RMM.
  13. Verify compatibility with Windows 11 and review patch installation results using the same interface.
  14. Use the component engine to deploy Windows 11 quality updates when needed.
  15. Configure software management to keep critical applications updated automatically.
  16. Push supported software updates to Windows and macOS endpoints as soon as vendors release new versions.
  17. Run the security audit component on Windows systems to assess overall security health.
  18. Review the security audit checklist to identify and remediate common security issues.
  19. Configure agent policies to define how endpoints behave and what actions are allowed.
  20. Use agent policies to control remote access, job execution, and feature availability on specific devices.
  21. Apply agent policies independently of user security settings to ensure consistent device behavior.
  22. Restrict automation or remote access on sensitive devices that should never run jobs or receive remote support.
  23. Review and adjust these security controls regularly to maintain a strong Datto RMM security posture.

Need help scaling your MSP?

Let's Talk!

They truly act as an extension of our team, providing the right consulting support exactly when we need it.

ProVal brings deep, hands-on knowledge of how ConnectWise PSA really works, combined with a thoughtful, consultative approach that sets them apart.

They listen first—both to understand our environment and who we are as an organization—and focus on finding the right solutions rather than pushing products. With strong command of best practices and experience across many MSP environments, they truly act as an extension of our team, providing the right consulting support exactly when we need it.

michael-lafond
Michael LaFond
ConnectWise Program Manager
New Charter Technologies

Best Practices for Device Security in Datto RMM

YouTube Thumbnail (28)

I truly view ProVal as a partner and extension of my team, not as one of my vendors

When our NOC Manager left last fall we wanted to replace the position with an outsourced NOC to reduce headcount, and bring in an expert to both Labtech and our backup solutions. Bringing in ProVal Technologies was one of the best decisions we made last year and has paid for itself.During our first few monthly recurring Labtech admin meetings the ProVal team discovered incorrect settings and policies that were not applying correctly in our Labtech server. Things that we thought were automated and working were not. For example, there were multiple scripts and policies running but set to do nothing such as disk cleanup scripts. Cisco Umbrella was not configured correctly. Server alerting was not set right and the list went on.The backup team sends daily and weekly reports and updates that reduce my technicians time that we used to spend on backup or antivirus tickets that took forever and were tedious.ProVal also brings in great insights to our business and really cares about our success. They will frequently mention to me in meetings what new scripts they can import to make us more efficient or will schedule upgrades to our backups, Labtech, etc so I don’t have to worry. I truly view ProVal as a partner and extension of my team not as one of my vendors.

Chris-Warnick-Headshot
Chris Warnick
Vision Computer Solutions
Northville, MI

They will quickly become an extension of your team and your ROI will reflect the results

We have been a long time user of Labtech and had tried for many years to manage the product internally with no real success at the level we needed to make our solutions more efficient for our customers. Once we hired Vikram and his team at ProVal, it solved all our pain points with the product and we really felt like we were leveraging the tool as it was designed. If this sounds like you and it’s keeping you up at night, then you need these guys. They will quickly become an extension of your team and your ROI will reflect the results.

Bryan-Wolff-Headshot
Bryan Wolff
CEO, Wolff Logics LT Managed & Admin Services
Cedar Park, Texas

They work well, fast and on budget

We met Vikram from ProVal Tech at Gary Pica’s Shnizzfest a year ago. Vikram explained the advantage of having trained, certified personnel take care of our recent Automate implementation. Even though we had taken an implementation package from ConnectWise to start up the program, we felt many custom configurations we needed for our business were lacking. We hired ProVal Tech after Automate was installed to help us with this task. From sales to technicians everyone was professional and knowledgeable. Onboarding was simple, and well documented. Tools on the web were supplied while we did the work, and they allowed us to track what was done, and see the improvements in the environment. It was easy to reach any of the team members, for any concern or question – all answered with courtesy and smile. Once the work was finished, we were given some training and explanations, add to that documentation, about the work and the scripts and features added to the program. We have been happily working with Automate since then. We can only recommend this efficient team of people for any work into Automate: they work well, fast and on budget.

Ben-Prevost-Headshot
Ben Prevost
FarWeb IT
Sherbrooke, Canada
Copy link
CopyCopied