EndPoint Manager Starter Guide

Installing the EndPoint Manager (EPM)

You can install the Endpoint Manager (EPM), our free centralized management tool, once you've installed RollBack Rx Pro or Reboot Restore Enterprise client software. Follow these steps to install and set up the Endpoint Manager. 

Getting Started

• Download either RollBack Rx Pro or Reboot Restore Enterprise from our website.
  The compressed .zip file contains a second folder labeled as the Endpoint Manager
• Unzip this folder and open it.
• Installation:  Run Setup.exe to begin the installation
• Follow the on-screen instructions. The installation will be complete in a few seconds and does not require a reboot.
• Ensure you install both the Service and the GUI when prompted.

Connecting the Client PC to the EndPoint Manager

For your client PCs to connect to the Endpoint Manager, you must configure them to point to the IP address or system name of the Endpoint Manager PC. Follow these steps to establish the connection.

• Find the IP address of the Endpoint Manager PC. You can use the following Microsoft support article for instructions on how to find your IP address in Windows.
  
  Find your IP address in Windows

• On the client PC, open the RollBack Rx Pro or Reboot Restore client (right-clikcthe trya icon > open)
• Click the Settings icon (a cogwheel or gear) to open the settings menu.
• Navigate to the Remote Management tab.
• Check the box for "Connect to EndPoint Manager" and enter the IP address of the Endpoint Manager PC and click "Connect"

Logging In the Endpoint Manager

• Open the Endpoint Manager by double-clicking the new desktop icon. 
• A login screen will prompt you to enter a Username, Password, Server IP, and Port.
• By default, the Server IP is set to 127.0.0.1 and the Port is 9000. If you're running both the EPM server services and the GUI on the same computer, you don't need to change these settings. If the server services is on a different PC, enter that computer's IP address or machine name.
• Set Administrator for the username and leave the password field blank. 
• Click Login to enter the Endpoint Manager.

Navigating the Endpoint Manager

Once you've logged in, you'll find the Endpoint Manager's layout is straightforward. On the left, you'll see a list of default groups. The main display on the right shows all connected PCs. You can change the visual style of this display to suit your preferences.

Connected PCs that are currently online will appear in color, while offline PCs will be shown in grayscale

Managing User Accounts

As a Network or System Administrator, the first thing you'll likely want to do is secure the Endpoint Manager by setting up a username and password.

To get started

• go to the top-left corner and click on Endpoint Manager
• From the dropdown menu, select EPM Administrator.
  A new window will pop up, listing the current administrators. To add a new administrator or a user with different permissions, simply click Add and fill in the required details.
• To edit an existing user's settings, highlight their name and click Properties. To update their password, select Change Password.
  
  Note: By default, the Administrator account does not have a password. For security, it's highly recommended that you add one immediately.
  
  
  Now that our users are configured, it’s time to start setting up our workstations. The first thing we should do is place the end users into the appropriate group. 
  
  

Managing Client Groups

The Endpoint Manager automatically organizes clients into several built-in groups based on their Windows OS, activation status, and online/offline status. There is also a group that includes all connected clients. You can create your own custom groups to further organize and manage your clients.

Creating a New Group

• On the left-hand menu, right-click on a blank area and select Add Group. Alternatively, click Endpoint Manager in the top-left corner and choose Add Group from the drop-down menu.
• In the new window, enter a name for the group and an optional description. Click OK to create the group.

Adding and Removing Clients

• To add clients to a group, simply drag and drop them from the client list into the desired group folder.
• To remove a client, drag and drop it out of the group, or right-click the client and select Remove from Group.

Deleting a Group

• To delete a group, right-click on the group name and select Delete Group.
• Alternatively, go to the Endpoint Manager menu and select Delete Group.

Managing Clients

Once your administrator permissions are set and your client PCs are connected and organized into groups, you have full control to manage them as you see fit. 

The EPM can be configured to issue out commands to individual PCs by highlighting one, right-clicking, and selecting one of several options available, i.e. taking a new snapshot, rolling back the system, deleting snapshots, defragging, issuing commands, sending files, remoting in (using UltraVNC), shutting down, restarting, locking the screen, or completely changing the configuration of RollBack Rx Pro or Reboot Restore client settings by selecting “Modify Client Settings” from the right-click menu.

The Modify Client Settings menu gives you full control over the client program's functions, from its appearance to its core operations. This is one of the most useful features of the Endpoint Manager as it allows you to make quick, on-the-fly changes to connected PCs without having to physically visit each machine.

You can issue these changes to individual PCs, entire groups, or all connected machines at once.

Setting up Email Alerts and other options

Administrators may want to stay informed in regards to the program and we offer two tools to provide insight: 1. The Alert Settings, and 2. The Event Logs.

The Alert Settings can be found by selecting the RMC button and clicking “Alert Settings” from the drop-down menu. Once selected, a new window will appear presenting a few different options for an email to be sent out to the administrator, such as if the client has been offline for a certain number of hours, or free space is getting low on the drive.

By entering an active email address, the EPM will issue information based on these options, keeping the administrator up to speed on all of the connected clients.



Keeping an eye on the functions of the EPM  and its connected PCs can be done through the Event Logs. This information is key when troubleshooting any issues. The logs can be found by selecting the EPM button and clicking “Event Logs” from the drop-down menu.

Selecting “Save As” will export the data into a “.log” file, which can be sent to support if requested

Additional Support

If you encounter any issues that are not resolved after consulting this Starter Guide and the relevant program's User Guide, please contact our support team for assistance.