GETTING STARTED
Start with RemoteOps
The first device, the first remote session and the first automation.
Examples use remoteops.example.com and fictional systems. Adapt them to your tenant.
Screen reference#

The agent table is the starting point for Windows support. Each row links the device to its remote tools, policies and inventory.
What RemoteOps connects#
RemoteOps brings managed Windows endpoints and SSH-accessible hosts into one administrative workspace. Windows uses the installed RemoteOps agent. Linux and other SSH hosts use saved SSH profiles; supported Linux hosts can also run the lightweight monitoring agent. The portal brings remote access, inventory, monitoring, policies and automation together.
This handbook uses a fictional tenant, https://remoteops.example.com, Windows devices ATLAS-DESK and NOVA-LAPTOP, SSH host ORBIT-WEB, and group Workstations. These examples do not identify production systems. Replace every example host, device, recipient and credential before use.
Your first Windows device#
- Sign in to your tenant portal and open Enrollment tokens.
- Create a code with the lifetime and usage allowance appropriate for your rollout.
- Download
RemoteOps.Agent.exefromhttps://remoteops.example.com/downloads/. - Run the installer as administrator. Confirm the tenant address, code, display name and optional group.
- After installation, confirm the device is online and inspect both its main and recovery agent versions.
- Open its inventory, then start a remote session or a harmless PowerShell query to check the management path.
The installation guide covers interactive installation, PowerShell, command line, GPO, services, network requirements, update and uninstall checks.
Your first SSH host#
Open SSH, create a named profile and enter its hostname, port, username and authentication method. Test the connection if a saved credential supports it, or open a terminal and provide a password when prompted. Start with a read-only command such as hostname or uptime. See SSH workspaces for tabs, known-host handling, keys, file transfer and Linux monitoring.
Your first useful automation#
Create an Activity for a repeated operation, put it in a Package, and expose it as a Trigger automation button. Start with a device health report rather than a disruptive change. Add a form when the operator needs to choose a target or provide a value. Add a notification or email when someone needs the result.
Where to go next#
| Goal | Guide |
|---|---|
| Help someone at their computer | Remote access |
| Move files | File management |
| Review browsing | Browser history |
| Set access policies | Content filtering |
| Install applications or updates | Software, Windows updates |
| Build a reusable workflow | Activities, Packages, Forms |
| Connect external systems | Integrations |
| Use AI for administration | AI guide, AI tool reference |
Separate the three layers#
An Activity is reusable executable code. A Package coordinates tasks, targets and data flow. A Form is the operator-facing interface that supplies inputs or displays data during the workflow. A Trigger automation button launches the saved package with its configured coordinator and timeout. These are separate resources: saving an Activity or Package does not by itself run it.