Kaseya User Manual Prepared for: Implementation for the Administrator

Prepared by: Seijiro Ikeda, Johann Padron, Steven King, Krysta Riefkohl, Asher Shlactman, Luis Mendieta. Date: 04/13/09 Proposal directed to: NMB Senior High School Administrator.

Getting started guide TABLE OF CONTENTS Pag 1. 2. 3. 4. Introduction Purpose of this document.. Audience of this document. Agent Deployment..

5. Agent Deployment: LAN Watch...

6. 7. 8. 9. Patch Management. Patch Management: Deploying Updates.. Monitoring... Remote Control...

10. Reporting.

11. Help desk. 12. Endpoint security

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 the systems on the network Purpose of this document Give a quick start guide to get kaseya server up and running with no problems Audience of this document Main audiences for this document are engineers in training who are ready to deploy kaseya in their organization and need a step by step guide to do so 1. Agent Deployment Kaseya provides 3 ways to distribute the management agent Download the agent package directly from within the Kaseya application Using the LAN Watch function and also Logon scripts to deploy the Kaseya agent from a network share could be used as deployment mechanisms Step 1 - Agent Deployment: Direct Download

Select the Deploy Agents feature from the Install Agents menu.

Select the Kaseya agent package you wish to install.

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

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

Step 3 - Select Install Agents from the LAN Discovery menu. A list with all of the Pcs that have LAN Watch information associated with them will be showed. Select the desired LAN Watch machine to display a list of all the devices found on the network.

Step 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.

3. Patch Management: Patch Status and Scanning Step 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.

Step 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.

Step 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.

Step 4 - 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.

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.

By using the File Source feature, it is possible tell 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.

4. 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:

Step 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.

Step 2 - 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.

Step 3 - User Access

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

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 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.

5. Monitoring Step 1 - Alerts Configuration: Open the Kaseya application and navigate to the Monitor tab. Select the Alerts option from the Agent Monitoring menu.

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

Step 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.

6. Remote Control Step 1 - Click Remote Cntl

Step 2 Click the Machine.Group ID of the computer you would like to remote control. Step 3 Document the reason for the remote control session.

Step 4 Click Submit Step 5 Please be patient and await for the connection through the KServer.

You are now remotely controlling the machine you selected.

7. Reporting Customizing the Logo: Step 1 Go to the Reports tab and click Select logo on the left hand side

Step 2 HTML will be acceptable in the header of the hypertext by typing the URL for the source page.

Executive Summary Step 1 Under the Reports tab, click executive summary on the left hand side

Step 2 Choose the options preferred and click Save As

Step 3 Enter a name to Save a report as, then click OK

Schedule Reports Step 1 Under the Reports tab, click Schedule Reports

Step 2 Select a previously saved report to schedule from the Drop menu, the machine group desired , and the time, repeat interval, and destination address needed.

Step 3 Click the Schedule button, it will be listed as a report.

2.8 Help Desk There are two main ways that the help desk feature in Kaseya will be utilized:

1.Creating tickets

2.Managing and updating tickets 2.8.1 Creating Tickets

Kaseya should be configured at the time of installation to receive tickets from certain e-mail addresses. To manually configure the e-mail reader follow this procedure: 1. 2. 3. Click on the Ticketing tab at the top of the interface. Click on Email Reader in the Function List. Enter the POP3 configuration information and any filters you may wish to apply.

Additionally, emails can be filtered to create tickets with preset values: Click on the Ticketing tab at the top of the interface. Click on Email Mapping in the Function List. Enter the profile information.

Existing profiles can be deleted or updated lower down in the window.

Creating a new ticket manually: 1. 2. 3. Click on the Ticketing tab at the top of the interface. Click on Create/View in the Function List. Enter the ticket information and any comments.

2.8.2 Managing and Updating Tickets To search for tickets: 1. Click on the Ticketing tab at the top of the interface. 2. Click on View Summary in the Function List. 3. Enter keywords into the search box, or choose a selection from the drop down boxes. 4. The fields shown can be selected by clicking on fields, and the results can be filtered by clicking the heading of any displayed field.

To update an existing ticket, access it similarly to creating a new ticket or searching for tickets: 2.1.1.1 Click on the Ticketing tab at the top of the interface. 2.1.1.2 Click on Create/View in the Function List. 2.1.1.3 Enter the ticket ID and press enter. -OR2.6.9.1 Click on the Ticketing tab at the top of the interface. 2.6.9.2 Click on View Summary in the Function List. 2.6.9.3 Search for the ticket to be updated and click on it. 2.6.9.4 Update the information and save the changes. Deleting and Archiving Tickets: 2.2.12.1 2.2.12.2 2.2.12.3 2.2.12.4 Click on the Ticketing tab at the top of the interface. Click on Delete/Archive in the Function List. Select the tickets that are to be deleted or archived. Click the delete or archive button and follow the displayed procedure.

All images in this section are Copyright 2008-2009 Kaseya Inc.

2.9 Endpoint security 2.9.1 Click on the secuity tab in the main kaseya menu and check on security status

2.9.2. KES schedules updates automatically. Use this function to review update status or to force an immediate update check if needed.

2.9.3 click Schedule scan to Schedule Security scan on selected machines if needed

2.9.4: click on view threats menu in order to manage files that have been placed in quarantine due to a

suspicious or confirmed threat.

2.9.5: click on view logs menu in order to see machine behavior and alerts

2.9.6: click on extend/return to Manage Kaseya Security annual licenses

2.9.7: click on notify menu to send alerts to specific recipients

2.9.8: click on install/remove to the Security Client on selected machine IDs

2.9.9: click on define profile tab in order to manage profiles depending on the user role

2.9.10: click on log setting to Manage the collection filtering and expiration of security logs

2.9.11: install remove tab to email protection on selected MS Exchange Server machine IDs

2.9.12: define alarm set is used to set alarms to certain events

2.9.13: this menu is used to Apply Security Alarm Sets to selected machines.

backup and disaster recovery 3.1 click on back status to explore all backups and its corresponding status data

3.1.2

Schedule full volume backups on selected machines.

3.1.3

Run scripts on selected machines before and after volume backup

3.1.4

Schedule full folder backups on selected machines.

3.1.5

check back log information on related machines

3.1.6

Mount the backup image as a new drive letter on the selected machine Users or administrators may explore the backup image and recover individual files or directories.

3.1.7

explore folder on machines that have been backed up

3.1.8

Schedule volume backup restore on selected machines

3.1.9

use this option to Restore any volume backup image by booting from a CD automatically without any

interaction with a wizard