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Remote Support and RMM Deployment SOP

name
Remote Support and RMM Deployment SOP
source
Notion CSI Technology Register
csi_tech_id
145
category
Field SOPs
csi_classification
Production Ready
lifecycle_status
Done
client_approved
No
commercial_use
Allowed
current_version
1.0 — 2026-08-04
risk_flag
High Risk
official_url
documentation_url
last_verified
August 4, 2026
migration_status
Imported
tags
csi-technology-register, notion-migration
11-SOP/Remote Support and RMM Deployment SOP.md

Remote Support and RMM Deployment SOP

Purpose

Deploy remote-support agents and infrastructure only with explicit authorization, traceability and safe revocation.

Decision Summary

Mandatory CSI deployment control for applicable work; client-specific implementation requires approved scope and change authorization.

Use Cases

RustDesk, MeshCentral and other attended/unattended support or RMM services.

Field Notes

Hidden installation, use without consent, shared technician accounts, disabling endpoint security without approval, cross-client access and undocumented persistence are prohibited.

Hardware Requirements

Hardened server, trusted domain/TLS, MFA-capable identity, audit storage, protected agent-signing keys and monitored connectivity.

Backup Strategy

Preserve configuration, credentials references, certificates/keys, application data and deployment documentation according to the workload-specific RPO/RTO.

Recovery Strategy

Maintain a documented rollback and tested restoration path before production change; validate service, data, access and monitoring after recovery.

Secure Boot Notes

Secure Boot should remain enabled on server and endpoints. Agent signing and endpoint protection exceptions must be documented.

Version History

v1.0 created 2026-08-04 as the baseline CSI deployment and validation procedure.

Technology Register Metadata

  • CSI Classification: Production Ready
  • CSI Tech ID: 145
  • Category: Field SOPs
  • Client Approved: No
  • Commercial Use: Allowed
  • Current Version: 1.0 — 2026-08-04
  • Deployment: Cloud, Docker, Hybrid, Native, VM
  • Docker Support: Not Applicable
  • Evidence Complete: Yes
  • Last Updated: August 4, 2026 3:09 AM
  • Last Verified: August 4, 2026
  • Licence: CSI Internal SOP — not software; underlying products retain their own licence terms.
  • Lifecycle Status: Done
  • OS Support: Linux, Web, Windows
  • Offline Support: Full
  • Risk Flag: High Risk
  • Ventoy Compatibility: Not Applicable

Migration Record

Imported deterministically from the CSI Technology Register.

Source classifications, approval state, risk state, version information and testing status have been preserved. No additional approval or validation has been inferred during migration.

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