1. Kaseya Fundamentals Workshop Developed by Kaseya University Powered by IT Scholars Kaseya Version 6.5 Last updated March, 2014 Customization

2. What is Covered? Overview Color Scheme Site Customization Local Settings Live Connect

3. Kaseya Fundamentals Workshop Overview

4. Motivation It is time to change the color, logo and Agent Icons from the Kaseya default to something more relevant to FIU.

5. Customize Function Overview a)Color Scheme: This function determines the set of colors displayed by the VSA environment. Color Scheme selection applies to all users within the same partition (on SaaS) or all users within the same on-premise KServer. b)Site Customization: This function customizes the Logon Page (on-premise only), Site Header, Agent Icons, Deploy Header, and Org Custom Field Title. c)Local Settings: This function customizes local settings such as Date and Number Format which will be applied system-wide. These settings currently affect the Time Tracking and Service Billing modules. d)Live Connect: This function customizes Home tabs that display in the Live Connect and Portal Access windows. You can create multiple, customized Home tabs and save them by name. a)Color Scheme: This function determines the set of colors displayed by the VSA environment. Color Scheme selection applies to all users within the same partition (on SaaS) or all users within the same on-premise KServer. b)Site Customization: This function customizes the Logon Page (on-premise only), Site Header, Agent Icons, Deploy Header, and Org Custom Field Title. c)Local Settings: This function customizes local settings such as Date and Number Format which will be applied system-wide. These settings currently affect the Time Tracking and Service Billing modules. d)Live Connect: This function customizes Home tabs that display in the Live Connect and Portal Access windows. You can create multiple, customized Home tabs and save them by name. a b c d

6. Kaseya Fundamentals Workshop Color Scheme

7. The Color Scheme Function This function determines the set of colors displayed by the VSA environment. Color Scheme selection applies to all users within the same partition or on the same on-premise KServer.

8. COLOR SCHEME LAB 1

9. LAB Change the color scheme of VSA to better match the FIU logo.

10. Steps to Change Color Scheme 2 1 3 4

11. It Is Your Turn! Progress Check Do you know how to change the color scheme of your VSA to better fit the colors used in your company logo?

12. Kaseya Fundamentals Workshop Site Customization

13. The Site Customization Function This function provides the following tabs for customizing the user interface for all users. – (on-premise only) Logon Page – Site Header – Agent Icons – Deploy Header – Org Custom Field Title Each tab is edited separately.

14. The Site Header Tab The following settings can be customized: – Logo: You can select a custom logo to replace the default logo. Click the Default button to reset. – Title: You can enter a custom title that displays next to the logo. Click the Default button to reset. – Header Height: The header height in pixels. Defaults to 50, which works best in most browsers. – Favorites Icon: You can change the "favicon" image displays next to the text of the bookmark in your browser. Customize this image using a 16x16 pixel.ico file.

15. BRAND THE SITE HEADER LAB 2

16. LAB Customize VSA by branding the Site Header for FIU. Note: The FIU logos and icons can be found at: http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20 Automation/K263/CustomAgentIcon.zip http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20 Automation/K263/CustomAgentIcon.zip

17. Steps to Brand Site Header 2 1 4 5 3

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22. Steps to Brand Site Header 10 2 1 4 5 7 8 9 11 3

23. Steps to Brand Site Header 2 1 4 3

24. The Agent Icon Tab This tab allows you to customize the agent icons. There are four icons showing the following states: – Agent online: The agent is checking in successfully. – Agent offline: The agent is not checking in. – Agent blinking: A message is waiting to be read by the machine user. – Remote control is disabled: Remote control of the managed machine has been disabled by the machine user.

25. Formatting Custom Agent Icons For Windows custom agent icons: – The format must be.ico. – The maximum size of 32x32 pixels is recommended. – The color depth cannot exceed 8 bit or 256 colors. For Macintosh custom agent icons: – The format must be.tif. – The maximum size of 48x48 pixels is recommended. – The color depth should be RGB 32 bit color. For Linux custom agent icons: – The format must be.png. – A size of 24x24 pixels is recommended. – The color depth cannot exceed 8 bit or 256 colors.

26. Icon Names For Windows Agents: – online.ico, offline.ico, blink.ico, and noremote.ico. For Mac Agents: – macOnline.tif, macOffline.tif, macNoremote.tif, and macBlink.tif. For Linux Agents: – linuxOnline.png, linuxOffline.png, linuxNoremote.png, and linuxBlink.png.

27. BRAND THE AGENT ICONS LAB 3

28. LAB Brand Agent Icons for FIU. Ensure the deployed agents will also use the new icons. Note: The FIU logos and icons can be found at: http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20 Automation/K263/CustomAgentIcon.zip http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20 Automation/K263/CustomAgentIcon.zip

29. Steps to Brand Agent Icons 2 1 4 3 5

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33. Steps to Brand Agent Icons 2 1 4 3 13 14 15 16 17

34. Steps to Brand Agent Icons 2 1 3 4

35. Deploy Agent Icons New agents will be deployed with the custom agent icons. To upload the custom agent icons for the already deployed agents, all you need to do is to force an agent update on all of the managed machines. To make sure the custom icons will appear as soon as possible, you can run the Logoff User agent procedure.

36. Steps to Brand Agent Icons 19 18 20 21 22 23

37. Steps to Brand Agent Icons 19 18 20 21 22 23

38. Steps to Brand Agent Icons 24 25

39. Steps to Brand Agent Icons 19 18

40. Steps to Brand Agent Icons 19 18

41. Steps to Brand Agent Icons - Verify 26 If the agent icon does not show properly, even after running the Logoff User agent procedure, just restart the machines.

42. BRAND THE DEPLOY HEADER LAB 4

43. LAB Customize the Deploy Header for FIU. Note: The FIU logos and icons can be found at: http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20 Automation/K263/CustomAgentIcon.zip http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20 Automation/K263/CustomAgentIcon.zip

44. Steps to Brand Deploy Header 2 1 4 3 5Press Delete 6

45. Steps to Brand Deploy Header 2 1 4 3 7 8

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49. The Org Custom Field Title Tab This tab customizes the titles of custom fields used to classify organizations. You can assign values to custom fields using System > Manage > Org/Groups/Depts/Staff > Custom Fields.

50. The Org Custom Field Title Tab 2 1 3

51. It Is Your Turn! Progress Check Do you know how to customize and brand the VSA by changing the following parts of VSA? – Site Header – Agent Icons – Deploy Header – Org Custom Field Title

52. Kaseya Fundamentals Workshop Local Settings

53. The Local Settings Function This function defines the system Date/Time and currency formatting. These settings currently affect the Time Tracking and Service Billing modules.

54. Date Format Format – Selects the date format used by dates in the VSA: mm/dd/yyyy dd/mm/yyyy yy/mm/dd Delimiter used – Selects the date format delimiter used by dates in the VSA: / (slash) - (dash). (dot)

55. Number Format Decimal Places – Selects the number of decimal places used to display currency in the VSA. Decimal Format – Selects the decimal format used to display currency in the VSA. – xx,xxx.xx – xx.xxx,xx

56. The Local Settings Function 2 1

57. Kaseya Fundamentals Workshop Live Connect

58. The Live Connect Function This function customizes Home tabs displayed in the Live Connect and Portal Access windows. You can create multiple customized Home tabs and save them by name. These Home tabs are enabled for a particular role by enabling the appropriate Live Connect > Home tab(s) in: – System > User Roles > Access Rights – System > Machine Roles > Access Rights

59. The Live Connect Function (cont.) You can customize three sections on the default Home page. – Portal Header: Customize the text and image displayed at the top of the Home tab. – Agent Procedures: Provide a customized list of agent procedures the user can run immediately from this tab. – Custom Links: Provide a customized list of URLs the user can click using this tab. For example, you may provide a URL to a webpage providing technical information used to troubleshoot problems on managed machines.

60. CUSTOMIZE LIVE CONNECT LAB 5

61. LAB Customize live connect and brand it for FIU by customizing the default Home tab for technicians’ Live Connect use: – Brand the Portal Header area. – Include all procedures for Common Maintenance Tasks in the Agent Procedures area. – Include links to FIU’s web site, phonebook, and campus map in the Custom Links area. Run Check Disk on ws1.

62. Steps to Customize Live Connect > Home Tab > Portal Header 2 1 4 3 5 6 7

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64. Steps to Customize Live Connect>Home Tab>Agent Procedures 2 1 11 10 12

65. Steps to Customize Live Connect>Home Tab>Agent Procedures 2 1 12 13

66. Steps to Customize Live Connect>Home Tab>Agent Procedures 2 1 11 10 14

67. Steps to Customize Live Connect>Home Tab>Agent Procedures 2 1 10 14 15 16 17 18 19

68. Steps to Customize Live Connect>Home Tab>Agent Procedures 2 1 10 19

69. Steps to Customize Live Connect>Home Tab>Agent Procedures 20 21 22

70. Steps to Customize Live Connect > Home Tab > Custom Links 2 1 24 23 25 26 27

71. Steps to Customize Live Connect > Home Tab > Custom Links 2 1 27 28 29 30 23

72. Steps to Customize Live Connect > Home Tab > Custom Links 2 1 30 23

73. Steps to Customize Live Connect > Home Tab > Custom Links 32 33 31

74. Steps to Customize Live Connect > Home Tab > Custom Links

75. CUSTOMIZE PORTAL ACCESS LAB 6

76. LAB Customize live connect and brand it for FIU by Creating a new Home tab for machine users’ Portal Access: – Brand the Portal Header area. – Include all procedures for Application Deploy in the Agent Procedures area. – Include links to FIU’s web site in the Custom Links area. Install Spybot on ws1.

77. Steps to Create New Home Tab 2 1 3 4 5

78. Steps to Customize Portal Access > Home Tab > Portal Header 2 1 7 6 8 9 10

79. Steps to Customize Portal Access>Home Tab>Agent Procedure 2 1 12 11 13

80. Steps to Customize Portal Access>Home Tab>Agent Procedure 2 1 13 14

81. Steps to Customize Portal Access>Home Tab>Agent Procedure 2 1 12 11 15

82. Steps to Customize Portal Access>Home Tab>Agent Procedure 2 1 11 15 16 17

83. Steps to Customize Portal Access>Home Tab>Agent Procedure 2 1 11 17

84. Steps to Customize Portal Access > Home Tab > Custom Links 2 1 19 18 20 21 22

85. Steps to Customize Portal Access > Home Tab > Custom Links 2 1 23 18

86. Steps to Customize Portal Access 25 24 27 26 Now let’s make sure that machine users have access to the Welcome tab in their Portal Access. 28

87. Steps to Customize Portal Access 2 1 29 30 31 32

88. Steps to Customize Portal Access 25 24 27 26 28

89. Steps to Customize Portal Access 33 36 35 34 37

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91. It Is Your Turn! Progress Check Do you know how to customize and brand the VSA to your liking? Do you know how to change the contents of the default Home tab of Live Connect to better fit your needs? Do you know how to create a Welcome tab for machine users to use when accessing their Portal Access?

92. Kaseya Fundamentals Workshop Summary

93. We learned how to brand VSA by customizing: – Color Scheme – Site Header – Agent Icons – Deploy Header – Org Custom Field Title – Local Settings – Live Connect – Portal Access

94. THE END!