System settings
Configure server-wide settings, SMTP relay, and security options.
Overview
System settings is the central configuration hub for your Xcellerate RMM server. Here you configure global defaults that affect every tenant, user, and endpoint — including email delivery (SMTP), security policies, agent behaviour, data retention, and branding.
Most settings have sensible defaults out of the box. You only need to change them when you want to customise behaviour for your organisation or meet specific compliance requirements.
Key concepts
- SMTP configuration — the outbound mail server settings Xcellerate uses to send email notifications, alert emails, password resets, and welcome messages.
- Security settings — password complexity rules, session timeout duration, 2FA enforcement, IP allowlisting, and brute-force lockout thresholds.
- Agent settings — default polling interval, log verbosity, auto-update behaviour, and proxy configuration for agents that connect through a web proxy.
- Data retention — how long the server keeps historical data (monitoring metrics, event logs, script output, session recordings). Longer retention uses more storage.
- Branding — customise the web UI with your company logo, colours, and a custom login page message. Useful for white-labelling the platform for your clients.
Step-by-step walkthrough
Configure SMTP
Go to Administration → System settings → Email. Enter your SMTP server address, port, authentication credentials, and the "from" address. Click Send test email to verify the configuration before saving.
Set security policies
Navigate to System settings → Security. Configure password minimum length, complexity requirements (uppercase, numbers, symbols), session timeout (default: 30 minutes), and account lockout after N failed attempts.
Adjust agent defaults
Under System settings → Agent, set the default polling interval (how often agents check in), enable or disable auto-updates for the agent binary, and configure proxy settings if needed.
Set data retention periods
In System settings → Data retention, configure how many days to keep monitoring metrics (default: 90), event logs (default: 180), script execution history (default: 365), and session recordings (default: 30).
Apply branding
Under System settings → Branding, upload your company logo, choose primary and accent colours, and optionally add a custom message to the login page (e.g. "Welcome to Acme IT Support").
Tips & best practices
- Configure SMTP immediately after installation — many features (alerts, password resets, onboarding welcome packs) depend on email delivery.
- Set session timeout to 15–30 minutes for compliance environments; longer timeouts are acceptable for internal-only deployments.
- Keep the agent polling interval between 1 and 5 minutes. Shorter intervals increase server load; longer intervals delay command execution.
- Review data retention settings as your deployment grows — keeping years of monitoring data can consume significant storage.
- Use branding to white-label the platform before giving client contacts access — it looks more professional.