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Kaseya Fundamentals Workshop

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1 Kaseya Fundamentals Workshop
DAY ONE Developed by Kaseya University Powered by IT Scholars Kaseya Version 6.2 Last updated on Jan. 9, 2012

2 Kaseya Fundamentals Workshop
OVERVIEW

3 Kaseya Fundamentals Workshop
Pre-requisite Being familiar with general system admin tasks What is covered? Agent Audit Patch Management Monitor Ticketing Agent Procedures Remote Control Live Connect Policy Management System Info Center Duration 5 day, 3 hours of lecture and lab per day 13 weeks or 91 days of access to portal and lab

4 What is included? 1 Certification Test
5 x 3 hours of instructor-led online sessions Delivered in one week, Mon-Fri, 3 hours per day. 13 weeks (or 91 days) of unlimited access Training materials includes training videos, interactive videos, self-assessment quizzes, and reading material available 24x7. 160 hours of virtual lab Virtual labs include five dedicated virtual machines and one VSA account, accompanied with hands-on exercises and step-by-step instructions. 40 hours will expire after the first week 10 hours per week for the next 12 weeks 1 Certification Test

5 Certification Test Available 24x7 during the 91 days
The passing grade is 90 out of 100 Includes two parts: Theory 30 points 30 minutes for 30 multiple-choice or T/F questions Unlimited number of attempts; highest-grade Hands-on 70 points 2 hours for 24 randomly selected tasks Only one attempt is included for free This and the following two slides are just to make sure that instructor has demonstrated the steps on his/her own virtual lab and the students had a chance to practice the same steps using the interactive videos and/or their own virtual labs.

6 Why do I need the certificate?
With KCA your company will receive Premium Service Status. Contact your sales person for details of the advantages of Premium Service Status. Adding KCA to your resume will make you more competitive in the IT market.

7 Roadmap! Monday, Day One Tuesday, Day Two Wednesday, Day Three
Overview System Architecture Agents Tuesday, Day Two LAB Review Agent Template and Policy Management Concepts Audit Patch Management Wednesday, Day Three Monitor Ticketing Monday, Day One Overview System Architecture Agents Tuesday, Day Two LAB Review Agent Template and Policy Management Concepts Audit Patch Management Wednesday, Day Three Monitor Ticketing Thursday, Day Four LAB Review Agent Procedures Remote Control Live Connect Friday, Day Five Agent Template vs. Policy Management System Info Center

8 How can you ask your question?
Type your question in the GoToMeeting Chat From time to time, I will stop to answer them If you have a burning question, you can also raise your hand to indicate that you need an answer quickly! For offline questions, send them to

9 Kaseya Fundamentals Workshop
IT Scholars LMS Web Site Overview

10 Let’s Start! Go to www.it-scholars.com Create a new account
The steps for creating an account on enrolling in the course, etc. should have been completed before the workshop starts. These steps are being included here for completeness and in case some students joined the workshop at the last minute or did not get a chance to create their accounts before the workshop. The instructor should just show these slides very quickly and ask those who still need to create their accounts to wait until the break to get help with their accounts.

11 Create a New Account The required fields are marked by *
Username should be in the format of firstname.lastname and should NOT include: " / \ [ ] : ; | = , + * ? < Do not use your bank account password A good password is 6 to 10 characters long Use your work

12 Create a New Account Your Kaseya Customer ID is the first 6 letters of your Kaseya License Code (see System > License Manager). If you do not have a Skype or Google Talk account, just enter: “Do not have one!” If you do not know what is your Kaseya Sales Rep’s , just enter:

13 Note After clicking on Create my new account button, you may receive a “Session Key Error” message This is related to the Cookie security settings in your browser. You can add to list of your trusted sites to address this issue. Alternatively, you can use Chrome as its default security settings are more relaxed than other mainstream browsers.

14 Create New Account Once successfully submitted, you will receive an confirmation with a link to confirm your account. After visiting the confirmation link, you can login to the portal Chrome is a preferred browser

15 Enroll In This Week’s Kaseya Fundamentals Course
Once successfully logged in, click on the Kaseya Fundamentals course for this week

16 Enroll In this week’s Kaseya Fundamentals Course
The enrollment key is 2012 Or the instructor would provide the key

17 Progress Check Were you able to create your account on Were you able to enroll in the course?

18 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

19 Workshop Course Home Page Overview
Kaseya Fundamentals Workshop Workshop Course Home Page Overview

20 You can safely ignore this part! You can safely ignore this part!
This Workshop You can safely ignore this part! You can safely ignore this part! Orientation Video Announcements Quick Links Lecture Notes and Recorded Videos Show Only This Module Four-Step Reinforcement Learning Agent Module

21 Workshop Course Home Page
New forum No need to visit this link as you receive an for any announcements posted. Quick Links: Access Your Virtual Lab You can access an already scheduled virtual lab or schedule one on-demand. Pre-Schedule Your Virtual Lab (Optional) You can pre-schedule, edit, and cancel your virtual labs and certification tests. Check for Your Remaining Quota (Optional) You can check how much of your quota is still available. Request for More Quota (Optional) You can request for more quota, if need be.

22 Access You Virtual Lab If you have not scheduled your virtual lab yet, you will see this window, allowing you to schedule your virtual lab on demand. The instructor does not need to perform this part as his/her virtual labs should have been scheduled ahead of time. The instructor should go over these slides and ask the students to perform these tasks using their own account. Note that for the future sessions, all the virtual labs for the students will be automatically scheduled for the during of the future sessions to save time.

23 Pre-Schedule Your Virtual Labs (Optional)

24 Check Your Remaining Quota (Optional)
600 minutes or 10 hours of virtual lab per week

25 Request for More Quota (Optional)

26 Workshop Course Home Page (cont.)
Lecture Slides and Recorded Videos The most updated lecture slides and recorded videos can be downloaded from the links listed here. Day One: AGENT Each Kaseya modules has its own separate section. All modules are structured exactly the same way, following the Four-Step Reinforcement Learning Process. You can click on the hollow square on the right side of each separate section to focus on the training materials listed under only that section.

27 4-Step Reinforcement Learning
Step 1: Being Exposed! A new concept is introduced by the instructor. If you missed it, you can watch the streaming videos before the next lecture. Step 2: Getting Involved! (Optional) If after listening to the lecture (or watching the videos in Step 1), you have not yet comfortable with all the concepts, you can practice using the interactive videos after the lecture is over. Step 3: Practice Makes Perfect! You can practice using your dedicated virtual lab during the lecture sessions, following the steps introduced by the instructor. If you fall behind, just listen to the lecture and take notes. You can perform your lab assignments after the lecture is over. Step 4: Mastering the Concepts! (Optional) You can read about all the detailed functions available in each Kaseya module by reading the corresponding book chapters. You can then assess your knowledge by taking a quiz. Note that the instructor should let the students decide whether they want to skip the second step or not. We identify three levels of expertise: Beginners, Intermediates, and Experts. Beginner students, who are new to the field, may want to just closely watch the demo by the instructor to make sure that they do not miss any important part. They can later get more involved by going to Step 2 and practice using the interactive videos. Finally, they will move on to Step 3 and practice in virtual labs. Intermediate students, who are knowledgeable in the field, may choose to practice using the interactive videos in Step 2 at the same time as when the instructor is giving a demo. Later, they will move on to Step 3 and practice in virtual labs. Expert students, who are well experienced in the field, may just want to go directly to Step 3 and practice in virtual labs at the same time as when the instructor is giving a demo.

28 Progress Check Are you familiar with the IT Scholars’ LMS Web site?
Are you familiar with the Kaseya Fundamentals Workshop Course Home Page? Were you able to download the lecture slides for Day One?

29 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

30 Kaseya Fundamentals Workshop
Virtual Labs Overview

31 Background Story Imagine that you were just hired by Florida International University (FIU) as the lead IT Administrator to manage 500 computers. Obviously, we cannot provide each one of you with 500 computers to play with! Instead, we provide each one of you with a virtual environment that has One shared SaaS Kaseya Server 5 dedicated virtual machines One NAT router

32 Background Story The virtual machines are distributed in four buildings School of Computing & Info. Sciences (SCIS) Machine Room (MR) Green Library (GL) College of Engineering & Computing (CEC) More information about your environment 1 x KServer (a SaaS Account with System Role) 1 x Windows 2003 Server (Domain Controller) 4 x Windows XP (only 2 in the domain) 1 x Linux (playing as a NAT router)

33 FIU’s Network Diagram Internet SCIS MR GL CEC … … … …
Your Laptop/Desktop Kaseya Server Internet /24 /24 NAT ROUTER /24 /24 Instruction Lab Machine Room Guest Desktops PCs & Laptops ws1 guest1 pc1 dc SCIS MR GL CEC

34 Technical Information
KServer: saas12.kaseya.net NAT Router has 4 network cards: , 1.1, 2.1 and 3.1 SCIS hosts workstation 1 (ws1) with one card: ws1.scis.fiu.edu MR hosts domain controller (dc) with 3 cards: dc.mr.fiu.edu , 1.10, and 3.10 GL hosts guest 1 (guest1) with one card: guest1.gl.fiu.edu CEC hosts personal computer 1 (pc1) and laptop 1 (laptop1), each with one card: pc1.cec.fiu.edu laptop1.ced.fiu.edu –

35 Let’s Start Our Virtual Labs
Find the link to Virtual Lab and clink it. Simply enter hours/minutes and Confirm. Three hours may be sufficient for today. The instructor does not need to perform this part as his/her virtual labs should have been scheduled ahead of time. The instructor should go over these slides and ask the students to perform these tasks using their own account. Note that for the future sessions, all the virtual labs for the students will be automatically scheduled for the during of the future sessions to save time.

36 Virtual Labs Portal Network Diagram
The network diagram should be explained quickly one last time to make sure that everyone is familiar with the background scenario. Explain Layout with some reasoning of school layout.

37 Virtual Labs Portal Data Sheet

38 Virtual Labs Portal Connection Info
Link to the KServer RDP connection information to your five dedicated virtual machines HostName:PortName

39 Alternative Ways to RDP to Your Virtual Machines
You can use any RDP client of your choice Windows Microsoft Terminal Server Console (mstsc.exe) MAC Remote Desktop Connection CoRD Linux Rdesktop Web Browser webRDP, an applet embedded in the Virtual Lab Portal

40 Connecting to Your Virtual Machines Using mstsc.exe
On your local Windows Machine Go to Start > Run Type mstsc.exe

41 Use mstsc.exe to connect to dc
Enter Host:Port for Computer; see Data Sheet Enter your own username and password Domain is FIU

42 Use webRDP to connect to dc

43 Note on RDP Connections
Sometimes when using webRDP, you may experience that the keyboard and/or mouse do not work. Simply reconnect to resolve the issue (click on the tab). To improve the performance of your RDP sessions, you should get rid of the background wallpaper in the XP machines. For slow connections, you may choose to use 5 instances of mstsc.exe rather than webRDP.

44 Control Buttons and Timer
You do not need these buttons for any of the exercises, but just in case you want full control over your dedicated machines, they are provided to you. Note: Refresh provides you with a fresh copy of the virtual machine! Using + or – you can adjust the remaining time of your virtual lab. Use the eject button to cancel your lab.

45 Your Account on KServer
After scheduling your virtual lab for the first time, a tenant account on our SaaS KServer will be automatically created for you and your username and password will be synced with your account at IT Scholars. Note: Your account on VSA is only active during a scheduled virtual lab. If it complains that your account is disabled, it simply means that your virtual lab ran out of time or you forgot to schedule one.

46 Final Notes on Virtual Labs
Before working on the labs, make sure that you are completely familiar with the background story the network diagram the building names the name of the virtual machines Sometimes we refer to your virtual machines as servers and workstations Servers: dc Workstations: ws1, guest1, pc1, and laptop1

47 Final Notes on Virtual Labs (cont.)
Please Follow the Presentation Don’t worry if you can’t complete the LABs. You can finish the labs as homework. Review Steps Watch the streaming videos (Step 1) Work with the Interactive Videos (Step 2) Practice in Your Virtual Lab (Step 3) Check the correctness of your work by looking at the screenshots included lab review slides at the beginning of the next slide set. Scan the Book Chapter & Take the Quiz (Step 4) This and the following two slides are just to make sure that instructor has demonstrated the steps on his/her own virtual lab and the students had a chance to practice the same steps using the interactive videos and/or their own virtual labs.

48 Progress Check Were you able to start your virtual lab?
Were you able to logon to the Kaseya VSA? Were you able to logon to your virtual machines (i.e., dc, ws1, guest1, pc1, and laptop1)? Hint: Your username/password is the same everywhere (see Data Sheet)

49 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

50 Kaseya Fundamentals Workshop
SYSTEM ARCHITECTURE

51 Supported Browsers Internet Explorer ver. 8.0 & above
Firefox v3.6 & above Google Chrome 6.x & above Limitations/Requirements: KLC Active-X for IE KLC add-on module for Firefox KLC add-on for Google Chrome Remote Control – requires Active-X for remote sessions.

52 Kaseya VSA Overview A quick overview of the VSA and the core modules is in order.

53 VSA Navigation Bookmarks Online Help
Create a list of most visited function Online Help Content Sensitive Help

54 Agent and Server Framework
Kaseya agents do not open ports to receive commands from the Kaseya Server. Instead, the agents check into the server to avoid creating new security bridges. Agents not only help with managing the machines where they are deployed on, but also they help with managing other network devices.

55 Preparing the Network Setup your Internet host name (Internal vs. External DNS) Setup port forwarding Kaseya Server must be able to access and Web UI: Typically TCP port 80 or 443 inbound & outbound Notifications: typically TCP port 25 outbound Agent connections: default TCP and UDP port 5721 inbound and outbound Kaseya Live Connect P2P connection STUN server UDP port 5721 stun.kaseya.net ( ) Router/ Firewall must allow endpoint-independent-mapping (EIM) UPNP support and enabled Permit EIM or Full Cone NAT connections

56 Additional Sources Kaseya Community Customer Portal
Access Forums, Knowledgebase, and other Resources Customer Portal IT Service Delivery Kit Additional Views, Monitor Sets, Event Sets, and Agent Procedures

57 Import Center Import or Export VSA Content
Agent Procedures Agent Templates Event Sets Monitor Sets SNMP Monitor Sets Patch Policy Views Export multiple content at once. Download xml file to share Import will parse xml file

58 IT Service Delivery Kit
Download IT Service Delivery Kit Information on IT Service Delivery Kit on Kaseya’s Community Note that IT SDK has already been imported in your virtual labs.

59 Progress Check Do you know what browsers are supported?
Were you able to logon to the Kaseya VSA and explore the functions available to you? Do you know how to download and import the IT SDK?

60 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

61 Kaseya Fundamentals Workshop
AGENT

62 LAB Assumptions Tasks Kaseya server is operational
Logical network layout is known Tasks Define Organization Structure Deploying Kaseya Agents Customizing Kaseya Agent Menus

63 Organization Layout Define the FIU organization in your KServer

64 Create Organization Steps:
Go to System > Orgs/Groups/Depts/Staff > Manage. Click on the New button.

65 Create Organization Type in “FIU-<USERNAME>” under ID and Organization Name. Replace “<USERNAME>” with your own username (e.g., sadjadi)

66 Note: Avoid Name Clashing
To avoid name clashing in the shared SaaS KServer, you MUST choose unique names in your virtual lab. For this, at points we ask you to add your username as a suffix to some of the labels in your environment. To find out what is your username in this virtual environment, you can visit the “Data Sheet” tab of your virtual lab graphical user interface.

67 Note: Avoid Name Clashing
If you do not follow the naming convention closely, you may ran into many issues in the future labs resulted by name clashing. For example, if two individuals happen to choose the same organization name in their virtual labs (e.g., both use fiu-johdoe instead of fiu-username1 and fiu-username2), the agents in their two virtual environments may report to the wrong tenant on the SaaS KServer and may become irresponsive to your requests.

68 Create Machine Groups Under the org. name “FIU-<USERNAME>”
create machine groups to specify the physical locations of the computers. Machine groups SCIS MR GL CEC.

69 Create Machine Groups Verify if the “FIU-<USERNAME>” is checked.
Click on Machine Group on the right hand side of the module. Click on New in this section.

70 Create Machine Groups Create a group by typing its name (“SCIS”) under Machine Group Name. Click Save. Repeat steps 4-8 for the MR, GL, and CEC groups.

71 Progress Check Were you able to define your organization structure in Kaseya? Did you append -<USERNAME> to your organization to avoid name clashing? Do you remember the machine group names?

72 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

73 LAB Assumptions Tasks The organization and machine groups are set
Install an agent on dc Discover the computers in the domain

74 Create Agent Package Create “package4MR-<USERNAME>”.
Go to Agent > Install Agents > Deploy Agents. Click on Create Package and a new window will open up. To save time, the instructor may choose not to go over the slides with step-by-step instructions. Instead, the instructor may just perform these steps on his/her own virtual lab and ask the students to perform these tasks at the same time in lock-step with him/her, if they can. Depending on their level of expertise, students may choose (or may be advised) to watch the demo by the instructor, use the interactive videos to practice, or to perform these tasks directly on their own virtual labs.

75 Create Agent Package Choose Computer Name - the computer name and Existing Group - FIU-<USERNAME>.MR ”, then Click next.

76 Create Agent Package On the next screen, make sure to leave everything at its default values and click next.

77 Create Agent Package In the Select agent type drop down box choose Windows as the operating system. Make sure Securely bind administrator credentials to the install package? is checked and enter the <DOMAIN_ADMIN_CREDENTIALS> (which you can find in your assigned dedicated virtual environment data sheet) under this selection box. Next, under Package Name type “package4MR-<USERNAME>” and under Package Description type “MR”. Click on “Save”.

78 Create Agent Package

79 Install a Custom Agent While logged into dc through RDP, open a browser (IE is preferred), point it to the <KASEYA_SERVER>, and use your <LOGIN_CREDENTIALS> to log into Kaseya and go to Agents > Install Agents > Deploy Agents. Click on the link “package4MR-<USERNAME>”. Download and install the file. Verify the agent is installed successfully by going to Machine Status > Agent Status. Look for the icon next to “dc.MR.FIU-<USERNAME>”. The icon should not be grayed out.

80 Note The agent icon is not shown in the system tray when connecting to a computer remotely, using, for example, a RDP client. To fix this, run “regedit.exe” on the remote machine and browse to HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Run\ and look for a key with its name starting with “KAS…” and value similar to “C:\Program Files\Kaseya\...\KaUsrTsk.exe”. Double click on this key and add “ –remote” to the end of the value data for this key, outside the double quotes for the “KaUsrTsk.exe” command.

81 Progress Check Were you able to create an agent deployment package for MR? Did you append -<USERNAME> to your agent package to avoid name clashing? Were you able to deploy an agent to dc? Did you fix the registry to show the Kaseya Agent Icon in dc?

82 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

83 LAB Assumption Tasks An agent is manually installed on dc.
Install agents on other computers at SCIS and GL remotely using the agent installed on dc. Run LAN Watch on dc will discover all the machines that are being controlled by this domain controller. Using LAN Watch, you can discover the IP addresses of all the network devices on the subnets that the domain controller is directly attached to.

84 Schedule a LAN Watch on dc
Open the Agent module, go to LAN Discovery > LAN Watch. Click on the check-box next to dc. Enter the IP range of your scan in the Scan Range fields ( – ). Click on Schedule and a new window will open up. To save time, the instructor may choose not to go over the slides with step-by-step instructions. Instead, the instructor may just perform these steps on his/her own virtual lab and ask the students to perform these tasks at the same time in lock-step with him/her, if they can. Depending on their level of expertise, students may choose (or may be advised) to watch the demo by the instructor, use the interactive videos to practice, or to perform these tasks directly on their own virtual labs.

85 Schedule a LAN Watch on dc
Schedule the LAN Watch to run now. Set the distribution to 0 minute to make sure that LAN Watch will start immediately. Finally click on Submit.

86 Note LAN watch may take some time (approximately 5-10 minutes)
To save time, you are advised to read through and move on to the next instructions and perform those that are not dependent on LAN Watch

87 Create Agent Packages for SCIS, GL, and CEC
Open the Agent module. Go to Install Agents > Deploy Agents. Click on Create Package and a new window will open up.

88 Create Agent Packages for SCIS, GL, and CEC
Choose Computer Name - the computer name. Choose “Existing Group - FIU-<USERNAME>.SCIS” as the group. Click next to continue. On the next screen, make sure to leave everything at its default values and click next.

89 Create Agent Packages for SCIS, GL, and CEC
Click next to continue. On the next screen, make sure to leave everything at its default values and click next.

90 Create Agent Packages for SCIS, GL, and CEC
Under Select agent type choose “Windows” as the operating system. Make sure Securely bind administrator credentials to the install package? is checked and put in the administrator credentials under it. Under Package Name type, enter “SCIS” and under Package Description, type “Package4SCIS-<USERNAME>”. Click on Save. Repeat these steps for the “Package4GL-<USERNAME>” and the “Package4CEC-<USERNAME>”. Note: Since the CEC building is not on the domain. Leave the Domain textbox blank when creating the CEC package.

91 Create Agent Packages for SCIS, GL, and CEC

92 Deploy Agents: AD Users
Deploy an agent every time the user “Student” logs in using the new “Package4SCIS-<USERNAME>”. We use AD Users agent deployment strategy because students using the instructional lab computers may uninstall the Kaseya Agents. This way, we make sure that every time a new student logs into an instructional lab computer, if needed, a Kaseya agent is installed.

93 Deploy Agents: AD Users
Go to Agent > LAN Discovery > View AD Users. Select fiu-<USERNAME> from the Machine Group dropdown. Select “Student” and choose the “Package4SCIS-<USERNAME>” package. Click on Install Agent Policy to install the agent.

94 Deploy Agents: AD Users
Use a RDP client (e.g., run “mstsc.exe”) to remotely login to ws1 using “Student” as login and <PASSWORD> as password. During the login process, you should see a window popping up showing the progress bar for the Kaseya agent installation. Once completely logged in and the installation window disappeared, check to see the Kaseya icon in the system tray bar and also see if the newly installed agent on ws1 checks into the Kaseya server by checking the Machine Status > Agent Status page in VSA. Note: To see the agent icon in the system tray while in a remote session, you need to fix the registry key and restart the remote computer as indicated in the notes for deploying an agent to dc. Note: This setting is best for computers that are part of an active directory, have multiple users and some of the users may uninstall the agent. Also, it is very useful if you want to install agent on all computers that some specific users may log into. To remove this option, choose the user in View AD Users and click on Cancel.

95 Note When using the Virtual Lab GUI, your username, password, and domain are automatically passed to the webRDP applet You cannot use the Virtual Lab GUI to login to ws1 using the Student username. For this, you have to use another RDP client such as mstsc.exe. Username: Student Password: Same as your main account password Domain: FIU

96 Deploy Agents: AD Computers
Deploy an agent on guest1 (a machine that was discovered via LAN Watch) using the new “Package4GL-<USERNAME>”. We use this agent deployment strategy for the guest computers in GL, as they are joined to the active directory but the image on these computers are refreshed every night, which does not contain the Kaseya agent.

97 Deploy Agents: AD Computers
Go to Agent > LAN Discovery > View AD Computers. Select “guest1” and choose the “Package4GL-<USERNAME>” package . Click on Install Agent Policy to install the agent.

98 Note If ws1 and guest1 have not got the chance to properly authenticate themselves with dc, you may see some irrelevant names under the Machine Id column in the AD Computers page, Details View. Please simply ignore the irrelevant names, as in a real environment, you would not face this issue. To avoid this issue, you would need to log into ws1 and guest1 at least once before running the LAN Watch on dc.

99 Deploy Agents: AD Computers
“guest1” must be restarted in order for Active Directory to install the agent packages. Choose one the the below options to perform this: Using RDP, log into dc and go to Start > Run. Then type in “shutdown –i” and press OK. Using the GUI, restart guest1 remotely. Using the Virtual Lab interface, click on the reset button while you are connected to “guest1”. Check the Machine Status > Agent Status page to see if the newly installed agent on guest1 checks into the Kaseya server. Note: To see the agent icon in the system tray while in a remote session, you need to fix the registry key and restart the remote computer as indicated in the notes for deploying an agent to dc. Note: This setting is best for those who want to deploy agents every time the specified computer restarts regardless of who logs into the computer. To remove this option, choose the computer in View AD Computers and click on Cancel.

100 Deploy Agents: Manual Install “Package4CEC-<USERNAME>”, on pc1 machine manually. Remotely login to pc1 through RDP, open a browser, go to the VSA, and go to Agents > Install Agents > Deploy Agents. Click on the link “package4CEC-<USERNAME>”. Download and install the file. Verify the agent is installed successfully by going to Machine Status > Agent Status. Look for the icon next to “pc1.CEC.FIU-<USERNAME>”. The icon should not be grayed out.

101 Two Example RDP Options
mstsc.exe webRDP

102 Notes Reminder: To see the agent icon in the system tray in a remote session, you need to fix the registry key and logout/login. Note: In a real environment, instead of your <LOGIN_CREDENTIAL>, you should use the username and password that has administrator privileges on pc1. For simplicity, in your dedicate virtual environment, we have created a user with your <LOGIN_CREDENTIALS> with administrator privileges on all the virtual machine.

103 Best Practices Manual installation of agents can be easier if you click on the checkbox, labeled List on dl.asp next to the package you want to deploy, in the Agent > Deploy Agents page. This will allow you to see the selected packages in this URL:http://<KASEYA_SERVER>/dl.asp. You can then install the agent without logging into Kaseya VSA. Note: This option is not available on SaaS KServers.

104 Deploy Agents: LAN Watch
The CEC network is not well-documented Do a LAN Watch to make sure you account for all the computers within CEC There may be new computers deployed or laptops that may only show up on the network every now and then Schedule the LAN Watch daily

105 Deploy Agents: LAN Watch
Schedule a LAN watch on pc1 Open the Agent module. Go to LAN Discovery > LAN Watch. Click on the check-box next to “pc1.CEC.FIU-<USERNAME>”. Enter – the Scan Range fields Click on Schedule and a new window will open up.

106 Deploy Agents: LAN Watch
Schedule the LAN Watch to run daily at this time. Set the distribution to 0 minute to make sure that LAN Watch will start immediately. Finally click on “Submit”. You will find a laptop that is inside CEC named laptop1. Install an agent via Install Agents so you can maintain it.

107 Deploy Agents: LAN Watch
Use LAN Watch to deploy an agent on laptop1 using the “Package4CEC-<USERNAME>” Package. Open the Agent module. Go to LAN Discovery > Install Agents. Click on the pc1 and a new window will open up.

108 Deploy Agents: LAN Watch
Select “laptop1”, then choose “Package4CEC-<USERNAME>” Use your <LOGIN_CREDENTIALS> for Username and Password. Click on Install.

109 Notes Note: For the Admin Login textbox, include the name of the target machine too. For example, for this exercise, enter “laptop1\johndoe” Note: To see the agent icon in the system tray, fix the registry key. Note: The page should automatically refresh and give you a notification when the agent is installed correctly. If you see an error, please go back and redo the last two steps.

110 Window OS Kaseya Agent files
These files need to be excluded with ANTi-VIRUS software. Also exclude Kaseya’s working directory and installation folder under Program Files (x86)\Kaseya AgentMon.exe The actual Kaseya Agent Application. This is what runs as a service on your system. KaSetup.exe Kaseya's Setup program. KaUsrTsk.exe This process will run as the logged in user. Tells Kaseya who the logged in user is Simulates users when necessary (scripts), Allows the "execute as user" function in scripts" KaUpdHlp.exe Agent Update requires this application to stop, update the agent, and restart agentmon.exe NEED TO GET UPDATED INFO FROM DEV See Online Help for coexistence of Multiple Agents: 

111 Agent Deployment Strategies
No single method is 100% effective LAN Watch & Network Discovery Active Directory Harvest Login Script Other methods: Download from dl.asp package / link Manually Under Active Directory, Kaseya creates a installKAgent.vbs file respectively for Logins or Machines. Create the installation script under the c:\windows\sysvol\domain\policies\{xxxx} Note do not use the /r /w or /b command line switches when creating a deployment package for installing via AD. LAN Watch: Is the target machine a domain member or standalone? Is the account you are using a member of the Local Administrators group or is it a member of an AD Group that is a member of the Local Administrators group?  Is Simple File Sharing enabled? Is the File & Print Sharing for MS Network component enabled on the LAN adapter?   Is the Windows firewall enabled? If the Windows Firewall is enabled then is the File & Print Sharing Exception enabled? Are Administrative Shares enabled (i.e. C$, D$, Admin$, etc..)? Is the Server service enabled?

112 Best Practices If you are an MSP managing similar clients, we recommend that instead of creating one agent installation package per clients, you should consider creating one package for servers and one for workstations and then use System > Naming Policy to make the deployed agents to check-in to their respective machine groups. This way, you can avoid creating too many packages that may be difficult to manage when you need to scale.

113 Progress Check Were you able to create agent deployment packages for SCIS, GL, and CEC? Did you append -<USERNAME> to your agent package to avoid name clashing? Were you able to deploy all the agents? Did you fix the registry to show the Agent Icon in ws1, guest1, pc1, & laptop1?

114 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

115 LAB Assumptions: Tasks: All machines are discovered
Agents are deployed Tasks: You now want to be able to better manage the agent by developing some “views” that allow you to filter them based on their role, their operating system, the software installed on them, etc. In this exercise, two “views”, namely, servers and workstations will be created.

116 Define a View Define a “view” named “Windows 2003 Server-<USERNAME>” that once selected will only show machines with Windows Server 2003 operating system on them. Define another “view” named “XP-<USERNAME>” that will only show machines with the Windows XP operating system on them. Make sure to check the correctness of this newly created “views” by trying them.

117 Define a View Open the Agent module and click on Agent Status. Go to the Views dropdown list, and make sure “<No View>” is selected. Click on Edit. A new window should open up. To save time, the instructor may choose not to go over the slides with step-by-step instructions. Instead, the instructor may just perform these steps on his/her own virtual lab and ask the students to perform these tasks at the same time in lock-step with him/her, if they can. Depending on their level of expertise, students may choose (or may be advised) to watch the demo by the instructor, use the interactive videos to practice, or to perform these tasks directly on their own virtual labs.

118 Define a View Click on the checkbox next to OS Type and choose “Windows Server 2003” Click on Save as enter “Windows 2003 Server-<USERNAME>”. Click Ok. The view should now be created. Repeat these steps and create the “XP-<USERNAME>” view.

119 Test Views To test, go to Agent Status and under the View dropdown list, select “Windows 2003 Server-<USERNAME>”, or “XP-<USERNAME>”. To see all computers click on “<No View>“.

120 Import Views System > Import Center
Click Process then Save to process the XML file

121 Import Views New Collection of Views

122 Best Practices! Using VIEWS allows you to quickly filter and then use “Select All” check box, accelerating your interactions with Kaseya VSA when you would like to perform similar tasks on all machines with the same characteristics (e.g., role, operating system, and installed software). Thus, spending some time to develop some useful “views” can save you time in the long run.

123 Progress Check Were you able to create the two views?
Did you append -<USERNAME> to your view names to avoid name clashing? Were you able to import the views from IT SDK?

124 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

125 LAB Assumptions: Tasks: The agent’s menu must be configured.
Remove the agent icon from the servers On workstations, don’t allow users to exit Provide an option inside of the agent menu to go to your company’s website Disable the “Disable Remote Control” option and “Set Account” only on certain workstations (namely, ws1, guest1, and pc1).

126 Disabling the Agent Icon
Disable the Agent Icon for dc. Open the Agent module. Go to Configure Agents > Agent Menu. Put a check next to the server(s). Make sure Enable Agent Icon is unchecked. Click on Update. Refresh the page until the red text turn into black, which indicates that the changes have taken effect on the agent. To verify the outcome of the changes to the agent menu, you need to RDP to dc and check whether the agent icon is still visible in the system tray. To save time, the instructor may choose not to go over the slides with step-by-step instructions. Instead, the instructor may just perform these steps on his/her own virtual lab and ask the students to perform these tasks at the same time in lock-step with him/her, if they can. Depending on their level of expertise, students may choose (or may be advised) to watch the demo by the instructor, use the interactive videos to practice, or to perform these tasks directly on their own virtual labs.

127 Disabling the Agent Icon

128 Configuring the Agent Menu
Disable Exit and edit the Your Company URL text box for all the XP machines. Open the Agent module. Go to Configure Agents > Agent Menu. Put a checkbox next to all the XP computers. Uncheck the box next to Exit. Go to the Your Company URL text box and change it to “FIU Web Portal” or the name of your company. In the box right next to it, type in “http://www.fiu.edu” or the URL of your company. Click on Update. Refresh the page until the red text turn into black, which indicates that the changes have taken effect on the agents. Use RDP and <LOGIN_CREDENTIALS> to remotely login to ws1, guest1, pc1, and laptop1 and check whether the “exit” option is still available in the agent menu by right clicking the agent icon in the system tray.

129 Configuring the Agent Menu

130 Configuring the Agent Menu
Remove the Disable Remote Control and Set Account options for the agents on ws1, guest1 and pc1. Open the Agent module. Go to Configure Agents > Agent Menu. Put a checkbox next to ws1, guest1, and pc1 workstations. Make sure the checkboxes next to Disable Remote Control and Set Account is unchecked. Click on Update. Refresh the page until the red text turn into black, which indicates that the changes have taken effect on the agents. Use RDP and <LOGIN_CREDENTIALS> to remotely login to ws1, guest1, pc1, and laptop1 and check whether the “Set Account” option is still available in the agent menu by right clicking the agent icon in the system tray.

131 Note If the agent menu for dc were disabled (as instructed in this part of the lab) before you had a chance to use regedit.exe to make the agent icon appear in the system tray, then it should not come as a surprise why the agent icon does not appear on dc even after adding “-remote” to the corresponding key/value in the Windows registry.

132 Progress Check Were you able to set the agent menu for your agents?

133 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

134 LAB Assumptions: Tasks:
Management is tired of people playing solitaire on the computers. They want to find a way to block it, through Kaseya, so that it cannot be executed on any managed machine. Tasks: Use the Application Blocker to block solitaire.

135 Blocking an Application
Go to Agent > Protection > Application Blocker. Select the checkboxes next to dc, ws1, guest1, and pc1. Type in “sol.exe” in the textbox next to Add application to block. Click on the Block button. Note: The file name for solitaire is “sol.exe”. To save time, the instructor may choose not to go over the slides with step-by-step instructions. Instead, the instructor may just perform these steps on his/her own virtual lab and ask the students to perform these tasks at the same time in lock-step with him/her, if they can. Depending on their level of expertise, students may choose (or may be advised) to watch the demo by the instructor, use the interactive videos to practice, or to perform these tasks directly on their own virtual labs.

136 Blocking an Application

137 Progress Check Were you able to block solitaire?

138 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

139 HOMEWORK Complete the labs from Day One (follow the instructions in the hands-on documents) Create 4 Agent Deployment packages Install agents on all 5 virtual machines Create views Review the VLAB environment and familiarize yourself with the network layout. Review the different methods of deploying an agent To save time, the instructor may choose not to go over the slides with step-by-step instructions. Instead, the instructor may just perform these steps on his/her own virtual lab and ask the students to perform these tasks at the same time in lock-step with him/her, if they can. Depending on their level of expertise, students may choose (or may be advised) to watch the demo by the instructor, use the interactive videos to practice, or to perform these tasks directly on their own virtual labs.

140 Roadmap! Monday, Day One Thursday, Day Four Tuesday, Day Two
Overview System Architecture Agents Tuesday, Day Two LAB Review Agent Template and Policy Management Concepts Audit Patch Management Wednesday, Day Three Monitor Ticketing Thursday, Day Four LAB Review Agent Procedures Remote Control Live Connect Friday, Day Five Agent Template vs. Policy Management System Info Center

141 Questions? Please type your questions in the chat section of your GoToMeeting window. Remember that you can always send your questions to too. If you are falling behind the steps in the lab, please just watch the presentation, take some notes, and perform your labs after the lecture.

142 The End!


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