Device management for your whole fleet: dashboards, remote control, patching, scripts, and reports. 21:34 · 31 chapters
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0:00Welcome to the complete Optanik walkthrough. We'll go through every item in the menu, from top to bottom, open the important screens, and explain how each feature works.
0:09Optanik is one place to manage, secure, patch, and connect to every computer your company has, whether it runs Windows, Mac, or Linux. Everything happens in your browser, and each computer just runs the small Optanik agent.
0:23The menu on the left is your map. The top part is for everyday work, and everything under Workspace Admin is where you manage your computers and your settings.
0:31Let's start at the very top. The bell opens Notifications, and the arrow next to it signs you out.
0:37Notifications lists anything that needs a person: a computer that went offline, an automation that needs help, Windows updates falling behind, or CPU, memory, or disk running too high.
0:49Turn on desktop notifications, and your browser pops up an alert even when Optanik isn't the tab you're looking at.
0:55Open Notification types to choose what you hear about. There's one for each kind of event: computers going offline or coming back, high usage, Windows updates, security problems, tickets, payments, file copies, and software installs.
1:09Press Suppress on any type you don't need. It disappears from this page, the badge, desktop alerts, and Telegram.
1:16Alerts from your own automations always stay on, because hiding them would hide the very alerts you built. To quiet one, remove the Create Alert step from that automation instead.
1:25Next is Workspaces. This is home. It's where you open full desktops and web apps from your computers, right in the browser.
1:34The tabs across the top split your workspace into all endpoints, VDI desktops, and URLs. Drag a tab to reorder them, and star the one you want to open first.
1:43The VDIs tab holds your desktop cards. Add a category to group them, and drag the cards into whatever order suits your team.
1:51URLs works the same way for websites and internal web apps. We'll add both in a moment from Add New.
1:57Back on All Endpoints, this counter shows how many endpoint licenses you're using.
2:01Update all brings every agent to the latest version in one click, and Auto-update agents keeps them current on its own whenever a new version comes out.
2:10The search box finds any computer by its name, its user, or its notes.
2:15Each row is one computer. These three green tags are its health checks: the device is online, it's connected to the Optanik network, and its command tunnel is up, so it's ready for actions.
2:26You'll also see who is signed in, any notes, its addresses, live CPU, memory, and disk use, and which agent version it's running. Click any column heading to sort by it.
2:37On the right are the actions for each computer: take remote control of its screen, open a PowerShell or SSH session, restart or update the agent, turn its alerts on or off, or remove it.
2:49Under Workspaces are Optanik's companion apps, and you're signed in to all of them already. Keyring is your team's password vault.
2:56The Ticketing System is your help desk, and the red badge shows tickets waiting for you.
3:00And OptaMeet is video meetings, built in. Each of these has its own walkthrough, so in this one we'll stay in Optanik.
3:08Add New is where you add things to your workspace. It has three choices.
3:12New URL adds a website as a workspace card. Pick No Proxy to open it as a normal link, or pick a device, and the site opens through that computer's own network. That's perfect for router pages, printers, and internal tools that aren't on the internet.
3:28Then enter the address, a name, and an optional description, and press Add URL. The card shows up on the URLs tab.
3:36New VDI adds a full remote desktop. Choose the computer, and anyone with access can open its whole desktop in a browser tab.
3:43Tick this box if you want a terminal instead: SSH on Mac and Linux, or PowerShell on Windows. Linux servers without a screen are SSH only.
3:53Give it a name and a label, and press Add VDI Desktop. It streams through the agent on that computer, so the agent just needs to keep running.
4:01Agent Install is how computers join Optanik in the first place.
4:05Choose Windows, Linux, or macOS. Your workspace code is already built into the command, so you just copy it and paste it on the computer as an administrator. On Windows, that's in PowerShell.
4:16This box keeps every agent up to date automatically, on all three operating systems.
4:21The installer signs in with your code, downloads the latest agent and its own private runtime, sets up the service and tray icon, and installs remote desktop. There's nothing else to set up on the computer.
4:34And the uninstall command removes it cleanly. After you install, the computer appears in Endpoints within about a minute.
4:40Remote Assist is for helping someone who isn't in Optanik at all, like a customer, or a brand new hire whose computer isn't set up yet.
4:48They run a small portable app and read you the ID and one-time password it shows. You type them in here.
4:54Press Connect, and you're looking at their screen. The download link to send them is right underneath.
4:59Endpoints is the full list of every computer running the Optanik agent. It's the same table as on Workspaces, focused on managing the machines.
5:08Click any computer's name to open its own page. Let's open the app server.
5:13Overview shows live graphs for CPU, memory, every disk, and network traffic, along with a live picture of its screen.
5:21Up top you can turn on auto login after reboot, so it signs back in by itself after a restart, or update its agent.
5:28Device information has all the details: its groups, addresses, operating system, hardware, serial number, memory, agent version, and how you can reach it.
5:37Activity is its history: check-ins, sign-ins, patches, remote sessions, and other events, newest first.
5:44The tabs along the top go deeper. Details has the full hardware and operating system information.
5:50Software lists every application installed on it, with versions.
5:54Patches lists the updates for just this computer, and can scan it on the spot.
5:58BitLocker shows its disk encryption and its recovery key.
6:02Printers and Drives shows what has been deployed to it.
6:05Device Configuration shows which configuration policies reach this computer, and whether each one is applied.
6:12And Tickets shows every help desk ticket tied to this machine, so its whole story is in one place.
6:18Group Objects is how you organize your computers.
6:21Built-in groups follow each device's operating system, so every Linux, Mac, and Windows machine is sorted automatically, and the membership keeps itself up to date.
6:30Custom groups are your own, like Headquarters, Servers, or Remote Staff. They can be nested, and a parent group includes everything in its subgroups.
6:39To make one, type a name, choose whether it sits at the top level or inside another group, and press Create.
6:45Click a group to see its members. From here you can edit it, create a nested group inside it, or delete it.
6:51Share group gives someone outside your workspace remote access to only that group's computers, without making them a full user.
6:59Groups matter because almost everything else is aimed at them: policies, patching, software, reports, and automations.
7:06Group Policies is where each group gets its rules, one area at a time.
7:11Pick a group, and its policies open by area. Here is the patch area for Headquarters.
7:16Custom groups need their own patch policy. Nothing is inherited from a parent group, so until you save one, its computers follow the default policy for their operating system.
7:26The operating system groups hold those default policies. Windows here patches automatically every Saturday at two in the morning, after a three day waiting period.
7:34Under every policy is the patch status of each computer it covers, so you can see right away that it's working.
7:41Next to Patch are the other areas: security firewall baselines, networking, software, automations, and device configuration. Each one works the same way, so every group carries its own complete set of rules.
7:54Device Configuration pushes settings to Windows, Mac, and Linux computers, from a catalog of hundreds of settings.
8:01Each policy shows what it applies to, how many settings it has, who it's assigned to, and whether it's applied. A few useful ones come ready-made, like rolling out the Keyring browser extension, or putting the Optanik apps on every desktop.
8:15Press New policy to build your own. Name it, then add settings from the catalog. The operating systems it covers are worked out from the settings you pick, and they apply top to bottom.
8:25Priority decides which policy wins when two of them set the same thing. A policy assigned straight to a computer always beats one that comes through a group.
8:33Open any policy to see its settings, its assignments, and its status on each computer.
8:38Check now tests every assigned computer, and Apply now pushes the settings out right away.
8:44And drift gets fixed on its own. Every four hours Optanik re-applies anything that changed, checks again, and keeps one ticket listing any computer that still isn't compliant.
8:55Secrets holds the Wi-Fi passwords, share credentials, and starting passwords that settings need. They're encrypted, and never shown again once saved.
9:03Printers keeps your saved printers, along with their Windows and Mac drivers.
9:07To add one, name it, choose an IP printer or a print server share, and enter its address. Raw printing on port ninety one hundred works for most printers.
9:16For Windows, upload the maker's driver package, reuse one from another printer, or copy the driver from a PC where that printer already works.
9:24Macs can usually print driverless with AirPrint, or you can upload a driver if the printer needs one.
9:30Press Deploy to choose who gets it: single computers, endpoint groups, or domain users and groups. Domain user settings follow the person to any domain PC.
9:39Assign it, and offline computers pick it up when they reconnect. Edit a printer later, and every computer that has it gets the change.
9:47Mapped Drives does the same for Windows network drives.
9:51Enter the share's path, pick a drive letter, and add a label for File Explorer if you like.
9:56Connect as decides how it signs in: with each person's own Windows sign-in, or with a stored account that's saved for every user.
10:03Then deploy it to computers, groups, or domain users, just like a printer.
10:09Optanik Domain gives you your own Active Directory domain, hosted by Optanik, and reachable only over your workspace's private network.
10:16Windows Pro PCs, Macs, and Linux machines can join it, and their local accounts keep working. Windows then also honors the policies it only applies on domain-joined PCs.
10:26You only need it if your computers aren't already in a domain. Domains are available on paid workspaces with at least five endpoints.
10:34Once it exists, tick computers in this table and join them, or join a whole group at once. Computers already in your own domain or in Microsoft Entra are never moved.
10:45Optanik DNS gives your devices private names, like nas.office.lan, answered by your domain controller over the Optanik network. It's set up for you when you create the domain, and you can add your own zones here.
10:58Domain Users is where you add the people on that domain. Once your PCs are joined, any of these users can sign in to any joined computer.
11:05Networking is the Optanik Network. Every endpoint gets its own private address, so your computers can reach each other securely across offices and homes, without a traditional VPN.
11:16Each group is its own network. It's off until you turn it on, and devices stay isolated until you allow traffic.
11:23Your workspace gets private address ranges that are never shared with anyone else, and more are added automatically as you grow.
11:30Create policy picks a group, turns on the Optanik Network for it, and sets its DNS. Leave communication off unless you want those devices to talk to each other.
11:39Edit a group's policy to change who can talk. Saving bumps its version and pushes the network, DNS, and firewall rules to every device in that group right away.
11:49Port forwarding and firewall rules add extra allow or deny rules on top of the policy, by source, destination, protocol, and port.
11:57And you can see how many devices have the latest policy, with each one's local and Optanik address below.
12:03Invite a guest to give someone's laptop or phone access to one group's network without installing the full agent. If you remove the guest, or they go seventy-two hours without checking in, their access shuts itself off.
12:15LAN Sharing lets one Windows or Linux computer share its local network over Optanik.
12:21That's how remote workers reach printers, file servers, and anything else that can't run the agent. Here, the file server's network is shared with the Servers and Headquarters groups.
12:30Press New LAN share, pick the computer that shares its network and the subnet to share, then choose who can reach it.
12:36File Management lets you work with the files on any endpoint, without remoting in.
12:41The Endpoints tab lists every computer and how full each of its drives is.
12:46Click a computer to browse it in Explorer, just like File Explorer on your own PC. Create folders, copy, cut, paste, and delete, open photos and videos without downloading them, and upload files straight to it.
12:58Branches maps what's taking up the space on a drive, so you can find what's filling it and clean it up.
13:04Bulk jobs sends files to a whole group at once. Pick the group, a destination folder, and the files. Optanik creates the folder, uploads everything, and writes a report you can review.
13:14Every job is listed here with its result.
13:17Patch Management keeps Windows, Mac, and Linux up to date, and shows how compliant your whole fleet is.
13:24Device compliance is the share of computers with nothing left to install, and known patches compares updates installed against those still available.
13:32Scan all devices checks every computer for updates, and Install eligible now installs everything your policy allows, right away.
13:40Each operating system gets its own card with its own numbers.
13:44Open the Windows policy to see how patching really works. The schedule sets when updates install: here, weekly on Saturday at two in the morning, only inside the maintenance window, after a three day soak, so brand new updates can settle first.
13:57Third party application patching updates common apps too, and you choose which ones to leave alone.
14:02The default policy covers every Windows computer unless it's a direct member of a custom group with its own saved policy.
14:09These counts show patches that are still waiting out their soak time, and computers that need a reboot.
14:15And every computer is listed with what's patched, pending, or deferred, with buttons to scan, patch, or view the updates for just that one.
14:22Security grades your whole fleet, using each computer's built-in firewall, its listening ports, and other hardening checks.
14:28You get one fleet score out of a hundred, plus counts for firewalls that are off, critical findings, and BitLocker protection.
14:35Firewall baselines for Windows, Linux, and Mac are set per group in Group Policies.
14:41Risky open ports lists anything listening that shouldn't be, and Recommendations tells you what to fix next.
14:46Further down is every finding, by severity and device. Critical and high ones show up in your notifications too.
14:53Software Deployment installs apps everywhere they belong, and keeps them installed.
14:57A package can be an installer file, a PowerShell script, or an SSH script.
15:02Drop in an MSI, EXE, MSIX, PKG, DMG, DEB, or RPM, and the upload starts right away.
15:11Detect as is the app name Optanik looks for, so it knows who already has it. Add silent arguments if the installer needs them.
15:18Then pick groups, or single computers.
15:21Create, scan and deploy checks who already has the app, then installs it only where it's missing. Or save it and deploy it later.
15:28Open a package to manage it. With auto-install on, new computers, and anything that joins an assigned group, get it automatically.
15:36Scan installed checks who has it, Deploy silently pushes it out, and Replace installer swaps in a new version.
15:42And you can watch every computer's progress live. Agents check for missing software every fifteen minutes, and failed installs retry on their own.
15:50Automation is how Optanik fixes problems on its own. It detects an issue, tries to fix it, checks that it worked, and escalates to a person only if it didn't.
15:59There are two kinds. IF THEN rules watch live device health, and scheduled jobs run scans, installs, and maintenance on a clock.
16:08Let's build one. Every automation starts with a trigger: when conditions are met, or on a schedule.
16:13Then choose its scope: any device, a group, or one specific computer.
16:17For an IF THEN rule, build conditions from dozens of signals, like CPU, free disk space, missing patches, a stopped service, a running process, or an event log entry, and say how long it has to last.
16:29Then stack the actions: create or resolve an alert, send an email, run a script, reboot, restart a service, kill a process, install patches, and more, with waits and yes or no checks in between.
16:41Most people start from a playbook. There are a hundred and sixty two of them, in categories like security, patches, recovery, and maintenance.
16:49Some are complete self-healing workflows. This one notices an unhealthy computer, cleans up the disk, restarts services, installs critical patches, reboots if needed, then checks again, and only calls a technician if that didn't work.
17:04Press Use playbook, and it's added switched off, so you set its scope first, then turn it on.
17:09Every automation in the list can be edited, duplicated, disabled, or run right now to test it.
17:15And History shows every run, and how it went.
17:18Reports turns all of this into something you can hand to a manager, a client, or an auditor.
17:24It opens on the dashboard: online and offline counts, health, missing patches, reboots, and usage, all at a glance.
17:31Every report exports as a PDF, CSV, or Excel file.
17:35Each report can be scoped to a device group, and exports include every matching row, not just the page you're looking at.
17:41Patch Compliance shows which computers are fully patched, and which are missing updates.
17:47Security Compliance lists each computer's security score, firewall state, findings, and risky ports.
17:53BitLocker Recovery Keys collects every recovery password, even for computers you've since removed, so you're never locked out of a drive.
18:01Hardware Inventory lists memory, disks, serial numbers, models, and network details for every machine.
18:07Software Inventory shows every application and version. Click an app to find computers running an older version, like Chrome below a certain release.
18:16Licenses counts the software licenses in use, with keys and serials from each agent's inventory.
18:22Availability shows how much of the last thirty days each computer was reachable.
18:27Custom Reports saves any report type against a group you choose, so you can run it again any time.
18:32And Scheduled email sends a report right now, or daily, weekly, or monthly, with PDF, CSV, or Excel attached.
18:39Finally, Settings. Let's go through each page.
18:43General is your workspace itself. Appearance sets dark or light mode, for Optanik and the Ticketing System.
18:48Here you set the workspace name and its sign-in address. Share the login page link with your team so they can sign in.
18:55The time zone is used for automations, patch windows, scheduled reports, notifications, and every time shown in your workspace.
19:03Connect a Telegram bot to get your alerts on your phone, and turn on email notifications for the people who need them.
19:08Then make it yours: upload your logos for the sidebar and the login page, pick the login page theme, and set your colors.
19:15Agent Install lives here in Settings too, with the same install and uninstall commands we saw earlier.
19:21Billing and Users shows your seats and subscription: endpoints, Ticketing technicians, Keyring licenses, and OptaMeet licenses, all on one bill.
19:30Manage your payment method and download invoices here.
19:33The Users tab is your team. Invite someone and choose their Optanik role. Bulk invite adds many people at once, and bulk edit changes access for several at a time.
19:43User groups give everyone in them the same access across Optanik, Ticketing, and Keyring. A person can be in one group, and joining it replaces their individual permissions.
19:53Support users are people who opened a ticket as a guest. They aren't billed seats, and they don't show up under Users.
19:59REST API lets your own scripts and tools work with Optanik, using the same API the dashboard uses.
20:06Every key gets one access level. Read-only can look, but never change anything. Full access makes changes right away, with no second confirmation, so use it with care.
20:16Create a separate named key for each integration, give it an expiry date, and revoke it any time. The page also has ready-to-copy examples in cURL, PowerShell, and Python.
20:26MCP Access connects an AI assistant, like Claude, ChatGPT, or Cursor, to your workspace, so you can ask it questions or have it do the work in plain English.
20:37Just like the API, each key is Read-only or Full access, and there's ready-made setup for each AI client right on this page.
20:45AI Instructions gives you text to paste into your AI client. It teaches the assistant your workspace, and makes it ask for your yes before it changes anything.
20:55Webhooks send alerts and ticket events to other systems, like Slack, Discord, Google Chat, or your own app. This shows exactly what each one receives.
21:04Add a destination with its address and an optional header or key. Add a signing secret, and every request is signed so the receiver knows it really came from Optanik.
21:14And SMTP lets your workspace send its email notifications through your own mail server instead of Optanik's.
21:20Fill in your server details, save, and send a test to make sure it works.
21:26That's everything in Optanik. Try it yourself, free, with the live demo at demo.optanik.com.
