Create an Asset Manually

When you can't install the Syncro Agent on an Asset (e.g., for printers, monitors, phones, Linux servers, network switches, etc.) but you want to track it in Syncro, you can create the asset manually.

To do so, follow these steps:

1. Navigate to the Assets & RMM tab.
2. Click +New Asset. Syncro displays New Asset/Create an RMM Agent page: 
   
3. Click +Create Asset Manually. 
    
   Tip: If you landed here by mistake, click +Create RMM Installer to return to that screen.
4. On the Create Asset Manually page, select an Asset Type. 
   Note: If the type you want does not exist, click Modify Asset Types to add one.
5. Start typing and then select a Customer Name to associate with the asset.
6. Give the Asset a Name.
7. Optionally, give the Asset a Serial Number or unique identifier.
8. Optionally, toggle the SNMP Enabled field to the On position. Select the SNMP version you'd like to use and complete the appropriate fields. For details, see Enable SNMP on an Asset.
9. Click Create Asset. Syncro navigates you to the new Asset's Details Page.

Edit an Existing Asset

To edit an existing Asset, follow these steps:

1. Navigate to the Assets & RMM tab/module.
2. From the table, click the hyperlinked Name of the asset you want to edit. Syncro displays that Asset's Details page: 
   
3. From the actions button bar in the upper right, click Edit. Syncro displays the Edit [Type] Asset page with the Asset Details subtab selected:  
   

Notes: 

• The right side of an Asset's Edit page displays the following read-only sections reflecting the current values for that asset:
• System Information
• Operating System
• Hardware
• Storage
• Networking
• Antivirus
• The action bar also includes buttons to Change Policy and Manage Asset Types. The former navigates you to the Assets & Policies Subtab for the Customer. The latter navigates you to the Asset Types page/table.

4. Update values for any of the fields in the ASSET INFO section, shown along the left side of the page:
   1. Click the Edit (Pencil) icon to open the Update Asset Owner pop-up window, which you can use to select a Customer Name and Policy Folder. Click Update to save your changes.
   2. To rename a User-Created Device, enter a new value in the Asset Name field, then click Save Changes. For Syncro Devices, names of assets default to the Hostname. If the asset's host name changes on the machine itself, the Asset Name field in Syncro automatically changes:  
       
      To override this, check the “Use a Friendly Asset Name” box, then enter a value in the Asset Name field and click Save Changes. 
      Tip: You can revert back to using the Hostname at any time by unchecking the "Use a Friendly Asset Name" box.
   3. Any Custom Fields you've created for the asset appear at the bottom for editing.
5. If desired, click the SNMP Details subtab to Enable SNMP on an Asset.
6. Scroll to the top and click Save Changes. Alternatively click Cancel.

Note: Sometimes when you edit an asset and click Save Changes, Syncro will reload the asset edit page. This happens when there are errors, which you will see near the top of the ASSET INFO section:

Archive an Asset

Syncro's Archive Assets feature provides you with a clean, structured way to retire devices from active use while maintaining historical visibility across tickets, alerts, and reports. Use this feature to preserve the efficiency of your Technicians and to ensure clean system hygiene.

Who Should Use Archive Assets & When

As a Technician, you might archive specific assets that you know are unused, being decommissioned from active operations, or are no longer being supported. You may also choose to archive several assets at once: such as when laptops are being retired or replaced during hardware refresh cycles. 

Later--such as while reviewing a historical ticket--you might reference archived asset data related to a replaced device.

As a Technical Lead, archiving assets allows you to maintain comprehensive historical data for reporting. You can continue to reference device activity for compliance audits without them impacting active operations, billing, or usage data (i.e. in Recurring Invoices using Asset Counters). This feature may be particularly useful when you're offboarding a client site. 

Later, you can review who archived each device and when. You can also take some actions on archived assets, such as deleting or merging them. 

What Happens When You Archive Assets

An Archived Asset is an asset that has been transitioned into an inactive state. It no longer reports into the platform (i.e. the Syncro agent is deactivated or removed during its next check in). 

IMPORTANT: You cannot archive assets that are actively being used in Network Discovery Profiles (as the Primary Network Node) or in SNMP configurations.

Archived assets remain visible and clickable from any associated RMM Alerts, Tickets and Chats, but interactive and real-time tools (e.g., online status, remote access, etc.) are suppressed or removed for archived assets. Wherever an archived asset is being viewed, a banner or indicator appears to let you know.

An archived asset's Details Page only displays the System Info subtab, and the only available actions are Merge and Delete. Archived assets can only be merged into active ones.

The Asset Activity Audit Report excludes archived assets by default, but you can still choose to include them if you want to.

Ways to Archive Assets

To archive a multiple assets at once (i.e. bulk archive): 

1. Select one or more assets from the Assets table.
2. Selecting Archive from the Bulk Actions menu. 

To archive a single asset:

1. Navigate to a specific Asset's Details Page.
2. Select Archive from the Actions menu. 

Both of these methods require you to click Archive Assets in a pop-up confirmation window.

Note: If you'd like to keep the Syncro device active (rather than archiving) but want to remotely uninstall the agent, you may:

• Uninstall the Syncro agent remotely using the uninstall script. 
• Uninstall the Syncro Windows agent directly from the machine using the “Add or Remove Programs” feature in Windows.