Kaseya IT Framework Software

Getting Started Guide

Kaseya Enterprise IT Management Application

Table of Contents
Introduction ....................................................................................................... 3 Agent Deployment .............................................................................................. 4 Agent Deployment: Direct Download .................................................................. 4 Agent Deployment: LAN Watch ........................................................................... 6 Agent Deployment: Creating Machine Groups ..................................................... 8 Monitoring: Alerts Configuration ........................................................................ 10 Monitoring: Working with Kaseya Monitor Sets ................................................... 12 Monitoring: Viewing Kaseya Monitor Logs........................................................... 13 Monitoring: Editing and Saving Monitor Sets ....................................................... 15 Monitoring: Working with SNMP Sets ................................................................. 17 Monitoring: Viewing SNMP Logs ......................................................................... 20 Patch Management: Patch Status and Scanning .................................................. 23 Patch Management: Reboot Action and File Source Settings ................................ 25 Patch Management: Deploying Updates .............................................................. 27 Patch Management: Additional Features ............................................................. 31 Reports: Logo Customization ............................................................................. 32 Reports: Executive Summary ............................................................................. 33 Reports: Schedule Reports ................................................................................ 34 User Access ....................................................................................................... 36

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Introduction
The Kaseya application contains many features that provide an infinite number of configurations. This guides serves as an introduction to the Kaseya application, including the deployment of the first management agent and the detection of systems on the network. For further information, click the Help icon located within the Kaseya application: Follow the steps below to log into the Cloud Services Depot Portal and to access the Kaseya application. 1. Log into the Cloud Services Depot Portal at https://portal.cloudservicesdepot.com.

2.

Use the CLICK HERE link to log into Kaseya.

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Agent Deployment
The Kaseya application provides three ways to deploy the management agent: o Download the agent package directly from within the Kaseya application o Using the Kaseya LAN Watch function o Logon scripts to deploy the Kaseya agent from a network share

Agent Deployment: Direct Download

1. Select the Deploy Agents feature from the Install Agents menu.

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2. Select the Kaseya agent package you wish to install.

3. To perform a direct download installation, click the here hyperlink.

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Agent Deployment: LAN Watch

1. 2. Select the LAN Watch feature from the Agent tab. The LAN Watch feature scans the LAN and reports all devices with a MAC address. To begin, select a computer to perform the scan. Then select the Schedule button to begin the scan immediately or schedule a time for the scan to run in the future. Within a few minutes, the LAN Watch scan will be completed.

Note: It is unnecessary to run LAN Watch on more than one machine on the same LAN.

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3.

Select Install Agents from the LAN Discovery menu. A list with all of the machines that have LAN Watch information associated with them will be displayed. Select the desired LAN Watch machine to display a list of all the devices found on the network.

4.

Devices without a Kaseya management agent appear in red. To deploy the Kaseya agent, select the devices in the list and input the appropriate Administrator credentials. Select the Install button to deploy the agents.

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Agent Deployment: Creating Machine Groups

1. Select the Create / Delete feature under Machine Groups section from the System tab.

2.

Enter the name for the new group in the Enter name for new machine group field and select a parent group for the new group from from Create as subgroup of drop-down list. Click Create button.

The new machine group will be created and listed as a subgroup of the parent group:

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Note: It may take a few minutes for the new machine group to appear.

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Kaseya Monitoring Alerts Configuration

1. Open the Kaseya application and navigate to the Monitor tab. Select the Alerts option from the Agent Monitoring menu.

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2. Select the desired alert option from the dropdown menu.

3. Select the machine(s) to monitor for new alerts. If the alert requires any arguments or settings, they will appear above the machine list. If you wish to receive email alerts, select the Email Recipients option and enter the email address(es) in the appropriate area. When finished, press the Apply button.

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Monitoring: Working with Kaseya Monitor Sets

1. Open the Kaseya application and navigate to the Monitor tab. Select Assign Monitoring from the Agent Monitoring menu. 2. Verify the Add Monitor Set radio button is selected and then choose a monitor set from the drop down window. Select the machine(s) that should have the monitor set assigned. Select the Apply button when finished.

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Monitoring: Viewing Kaseya Monitor Logs

1. Open the Kaseya application and navigate to the Monitor tab. Select Monitor Log from the Agent Monitoring menu. 2. Select a machine to view the monitoring information.

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3.

You may elect to modify the individual performance counters to customize the view.

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Monitoring: Editing and Saving Monitor Sets

1. Navigate to the Monitor tab, and then click Monitor Sets under Edit. 2. Click Edit next to the Monitor Set you want to edit.

3. Make the desired edits to the Monitor Set and click Save As

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4. Specify a name for the Monitor Set.

5. The new Monitor Set will now appear in the list.

To create a new Monitor Set, click Add from the Monitor Sets screen.

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Monitoring: Working with SNMP Sets

1. Open the Kaseya application and navigate to the Monitor tab. Select LAN Watch from the SNMP Monitoring menu. 2. Select the desired machine(s) and input the Community Name string for the device(s) that you wish to monitor. This string will vary from device to device, so please check with the manufacturer. When finished, select the Schedule button. Allow a few minutes for LAN Watch data to return.

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3. Select Assign SNMP from the SNMP Monitoring menu. 4. Select the link corresponding to the machine you selected in the LAN Watch screen. 5. A list of SNMP-capable devices will be displayed. Click on the link to the device to which you wish to apply an SNMP set.

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Click on Add Instance by the OID you wish to apply and click the Commit button.

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Monitoring: Viewing SNMP Logs

1. Open the Kaseya application and navigate to the Monitor tab. Select SNMP Log from the SNMP Monitoring menu.

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2. Select the desired machine.

3. Select the IP address of the appropriate SNMP device to view the SNMP Monitoring logs.

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4. You may select individual SNMP counters to view as well as configure the display.

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Patch Management: Patch Status and Scanning

1. Prepare to deploy updates by performing a patch scan of the target PCs to determine their current patch status. Open the Kaseya application and navigate to the Scan Machine option under the Patch Management tab.

You may select the clients to scan and either perform an immediate, one-time scan by clicking the Run Now button, or schedule a recurring scan to take place at a designated time. An immediate scan may take a few minutes to complete, depending on the speed of the client, network latency, etc. Note that performing the immediate scan after setting a recurring schedule will NOT alter the existing schedule for the machine. It is a best practice to schedule a recurring scan to run on a daily or nightly schedule.

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2. After a scan has been performed and results are available, there are two ways to view this information. The quickest way to get an overall assessment of the patch status for a number of machines is via the Patch Status feature located under the Patch Management tab.

3. A detailed view of the update status is available on a per-client basis via the Machine History feature located under the Patch Management tab. By clicking on a particular client on this screen you can view detailed information about the installed and missing patches on the target system with hyperlinks to Microsoft's security bulletin and knowledgebase articles that pertain to the specific patch.

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Patch Management: Reboot Actions and Source Settings

Before deploying updates it is important to configure the desired client reboot action settings as well as to specify the location from which updates will be deployed. 1. The Reboot Action feature provides a number of actions that a client PC can take following updates that require a system reboot to go into effect. A great degree of flexibility is offered to make system reboots as unobtrusive as possible in a production environment.

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2. By using the File Source feature, it is possible instruct the machines where to obtain the updates - either by directly downloading them from Microsoft or pulling them from a locally configured network share. The network share option makes the deployment faster and more efficient since the updates are downloaded from the Internet only one time and then they are distributed locally to the other machines on the network.

Note: the file source should not the same as a WSUS cache. Kaseya updates and WSUS will cause conflicts if used in tandem and must be completely isolated from each other.

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Patch Management: Deploying Updates

After the client PCs have been scanned and reboot action options set, you may schedule the deployment of missing updates. Three features are available for this task: 1. Machine Update Administrators may configure updates to be scheduled once on a per-machine basis. Click on each individual client, select the updates that you want to deploy, and then set the schedule for when the updates will be deployed.

Note: It is prudent to disable Windows Auto Updates by going to Patch Mgmt > Configure > Windows Auto Update and clicking the Disable radio button when Kaseya Patch Management is in use. Windows Automatic Updates and Kaseya Patch Management cause conflicts when used together and should be used one at a time.

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Patch Update Administrators may configure updates to be scheduled to clients on a per-update basis. Unlike the above feature, Patch Update allows you to quickly schedule an update(s) to deploy on multiple client PCs without scheduling them separately.

2. Automatic Update - Configure updates to be automatically deployed to target clients on a scheduled basis.

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A patch policy should be defined and configured before the Automatic Update feature is used. To create a patch policy, go to Create/Delete under the Patch Policy section.

Once a policy with a unique name is created, go to the Membership section to add agents to the policy.

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Finally, Go to the Approval by Policy section to define default approval status for newly released patches and the status for the existing patches (e.g., Approve all Critical Update patches and Deny Feature Pack updates)

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Patch Management: Additional Features

To briefly cover other patch management features that are available to make updating client PCs easier: Rollback Easily uninstall updates from selected clients when a deployed update adversely affects functionality or creates compatibility issues. A scheduling feature is available for convenience. Cancel Updates Cancel pending updates on target machines. Patch Alert Set alerts when new patches become available or when a patch deployment failed. There is also an option to execute a script on a target client following an alert.

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Reports: Logo Customization

1. Open the Kaseya application and navigate to the Reports tab. Select Set Logo from the left menu.

2. The Report header text field will accept HTML-formatted tags. A custom logo can be added to the header by typing the URL path of the logo as the source of an image. When finished, click on the Apply button.

Note: To have Cloud Services Depot host your logo for you, send it to support@Cloud Services Depot.com and we will reply with the URL.

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Reports: Executive Summary

1. Open the Kaseya application and navigate to the Reports tab. Select Executive Summary from the Run Reports menu.

2. Select the desired report options and enter a title for the report. Press the Save As button to continue.

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3. A dialog box will prompt for the name of the report. Enter a name to save the report under and press the OK button.

Reports: Schedule Reports

1. Open the Kaseya application and navigate to the Reports tab. Select Schedule Reports from the Setup Reports menu.

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2. Select a previously saved report to schedule from the dropdown menu. Then select the machine group(s) that the report should be run against. Finally, set the time / repeat interval for the report, enter destination email address(es) and press the Schedule button.

The reporting schedule will be listed after you have scheduled a report.

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User Access
1. 2. 3. 4. User Access enables users to log into Kaseya to use Remote Control and Ticketing. To set up User Access, navigate to Agent > User Access. Check which options you want to give the user, among Remote Control and Ticketing. Select the machine you want to set up access for. Create a username and password, and click Apply.

After this is set up for a user, he or she can log into Kaseya with the logon name and password entered here at https://server1.msp-host.com/access from any Internetconnected machine. Note: Enabling Remote Control for the user will enable remote control through VNC (K-VNC for Vista or Mac OS) and FTP, under the designations of Desktop and File Transfer, respectively.

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One method for a user to quickly log into Kaseya from their own PC is through the tray icon. 1. To enable this feature, navigate to Agent > Agent Menu. 2. Select the agent(s) for which you wish to set options. 3. Ensure that at least Enable Agent Icon and Contact Administrator are checked. 4. Next to Contact Administrator, click the User Logon page radio button. 5. Click Update.

Now when a user double-clicks or right-clicks and selects Contact Administrator from their Kaseya agent tray icon, he or she will be logged into the Kaseya User Access page in their default browser.

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