Clean Up

The Clean Up option supports one-step deletion of old Roaming Clients based on the last traffic sent. 

This is a helpful step to keep user counts accurate while assessing usage and licensing. See our Community for more Clean Up Tool tips. 

MSPs can clean up Roaming Clients across all Organizations or filter to a specific Organization to complete the task from the top MSP account.

Select a time interval to only clean the oldest agents. Once identified, confirm the count and list of agents to delete.

Control Center

Use the Control Center to complete common Roaming Client tasks:

• Access install download packages. This is the same information found under Install Guide

• Enable/disable agent version auto updates for the Organization

• Utilize the Clean Up tool

• Enable/disable Uninstall Notifications for account admins to assist with troubleshooting instances were end-users uninstall an agent without permission. This feature only applies to Windows and macOC Roaming Clients

Roaming Client Filters

Top-level drill-down

MSP accounts can view all Organizations Roaming Clients in the default page view. Drill down into individual Organizations from three places: the page header, Organization column, or from the Actions menu.

To remove the filter, select the back < icon in the header menu.

Quick Filters

From both a Standard and MSP account, Roaming Clients can be filtered by Status—All, Protected, Unprotected, or Offline agents—as well as Substatus through the drop down menu.

The substatus reflects a more nuanced status of the agent, e.g. an agent’s status could be Active, while the substatus is Uninstall Queued, meaning the Roaming Client is still online but will be uninstalled on the next cycle.

Search bar

Use the search bar to filter for any attribute or string found in the agent list, e.g. a search for 1.15 could return Roaming Clients with 1.15 in the Hostname as well as 1.15 agent versions.

Additional Filters

Drill down into any column attribute with Additional Filters. Add more filters until the data set meets your requirements. Remove all at once with REMOVE ALL or remove individually via the X in the filter menu.

Select a field from the dropdown menu to filter.

Hostname. The computer hostname when the agent was installed.

Friendly Name. Assign a name to the agent.

Status. Offline, Protected, or Unprotected.

Substatus. the applicable substatus of the agent.

Last Sync. The last time the agent communicated with the DNSFilter API. View this in two ways: bucketed (< or > a specific time frame) or by the local date/time.

Last Query Received. Quick access to currently connected agents.

Agent OS. The agent’s operating system.

Version. The agent version currently running on the device.

Last Logged in User. The user last associated with the agent.

Site. The Network Site associated with the agent.

Policy/Schedule. The Filtering Policy or Filtering Schedule associated with the agent.

Auto Update. Whether or not an agent has auto-updates enabled. 

Release Channel. A field denoting whether the agent is on the Production or Beta release channel for updates.

Tags. Any tags applied to the agent.

Client ID. The agent ID.

OS Name. The OS the agent is installed on, e.g. Windows 11.

OS Version. The version of the OS the agent is installed on, e.g. v1.2.3.

First Seen. The date/time the device first registered with the dashboard.

Customize the dashboard view

Alongside all the filtering options, the Roaming Client dashboard also has several ways to edit how to view the agents according to your preferences.

Column layout menu

Use this quick menu to view the columns that matter most depending on the task at hand:

Default. The preset view set by DNSFilter until another view is saved (more below). After saving changes, the default view updates to the customized settings.

All. Every available data column.

Editable. Highlights editable columns.

Status. Best for troubleshooting agent issues.

Preferences

Refine the dashboard view:

Toggle on/off specific columns. Toggle different columns to show or hide. Columns are searchable, and you can show or hide all options in one click. 

✍️ All columns are included in the Roaming Client export: the show/hide options do not alter the export. 

The default view includes two pinned columns: Hostname and Actions. Pin any additional column by right-clicking on the column menu. Filter or hide columns from this option as well.

Row density. Select how to view the rows: compact (most dense), standard, or comfortable (least dense).

Save view. All customizations save to local browser storage (if you switch to mobile device or different browser the settings will default). Reset the dashboard view with Use Default.

Export Data. Export a full list of Roaming Clients to your inbox in just one click. 

Refresh. Agent data won't update unless you select the browser or in-app refresh option. 

Actions menu

The Actions menu is useful to quickly view individual agent information, edit settings, and delete and/or uninstall a Roaming Client.

Pencil icon. Select the pencil icon to view and update all editable fields. Click the disk icon to save changes or the X icon to cancel the edits.

More actions. Use this menu to delete and/or uninstall individual agents, drill down into the agent’s Organization, and jump to Insights reporting on the agent.

Drop down caret. An at-a-glance view of all the agent’s information represented across the dashboard columns.

Complete Bulk Actions by selecting multiple Roaming Clients. Edit multiple agents at once, or delete agents.