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When should you select Match Devices in the RMM Matching screens?

  1. The configuration does not exist in your PSA

  2. The configuration is synced from your PSA or created manually in IT Glue

  3. You have disconnected your RMM

  4. When you are merging duplicate configurations

The correct answer is: The configuration is synced from your PSA or created manually in IT Glue

Selecting the option that indicates "The configuration is synced from your PSA or created manually in IT Glue" is appropriate when deciding to use the Match Devices feature in the Remote Monitoring and Management (RMM) Matching screens. This scenario ensures that you already have a record of the device in your documentation solution (IT Glue), either because it was synchronized with your Professional Services Automation (PSA) tool or manually entered into IT Glue. Using the Match Devices feature is particularly beneficial when there is a need to align or consolidate device configurations that are already present, thereby promoting accuracy and reducing redundancy in your documentation. This synchronization helps maintain a clear and organized record of devices that are actively monitored, which can enhance operational efficiency and streamline troubleshooting. In contrast, other scenarios presented do not necessitate the use of the Match Devices function. For instance, if the configuration does not exist in your PSA, selectively matching devices would not apply since there is nothing to match against. Similarly, if your RMM has been disconnected, device matching becomes irrelevant as no current data would be accessible for synchronization. Merging duplicate configurations is also a different process that typically involves reconciling and organizing records rather than matching them, making the selected scenario the most logical choice.