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Kaseya IT Management Software

Getting Started Guide

Kaseya IT Management Software

Getting Started Guide

Kaseya Enterprise IT Management Application v4.6

Table Of Contents
Introduction ........................................................................................3 Agent Deployment ...............................................................................4 Agent Deployment: Email Agent Method, Direct Download .................6 Agent Deployment: LAN Watch ...........................................................8 Asset Management: Baseline Configuration ........................................11 Asset Management: Baseline Audit .....................................................12 Monitoring: Alerts Configuration ........................................................14 Monitoring: Working with Kaseya Monitor Sets ..................................16 Monitoring: Viewing Kaseya Monitor Logs ..........................................18 Monitoring: Working with SNMP Sets .................................................20 Monitoring: Viewing SNMP Logs .........................................................26 Patch Management: Patch Status and Scanning .................................29 Patch Management: Reboot Action and File Source Settings ..............31 Patch Management: Deploying Updates ..............................................32 Patch Management: Additional Features.............................................34 Reports: Logo Customization .............................................................35 Reports: Executive Summary .............................................................36 Reports: Schedule Reports ................................................................38

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Kaseya IT Management Software

Getting Started Guide

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. If you have any questions on using the Kaseya services or encounter any difficulty establishing your settings, please contact the Support Team by following the instructions on the Need Help section located on the home page.

Follow the steps below to login to your Service Management Console: 1. Login to the Service Management Console:

2. Select the Kaseya link from the My Services module that appears the right side of the home page:

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Kaseya IT Management Software

Getting Started Guide

Agent Deployment
The Kaseya application provides three ways to deploy the management agent: o Send the agent package to the end-user via Email o Download the agent package directly from within the Kaseya application o Using the Kaseya LAN Watch function

1.

Open the Kaseya application and navigate to the Agent tab.

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Kaseya IT Management Software

Getting Started Guide

Agent Deployment: Email Agent Package, Direct Download


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

2. Select the Kaseya agent package you wish to install or send via email.

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Kaseya IT Management Software

Getting Started Guide

3. To perform a direct download installation, click the download hyperlink. To send the agent package via email, check the box next to Attach Agent Install Package and complete the To: field. Click the Send Email button when the form is complete.

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Kaseya IT Management Software

Getting Started Guide

Agent Deployment: LAN Watch


1. Select the LAN Watch feature from the Agent tab.

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Kaseya IT Management Software

Getting Started Guide

2.

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 Scan 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.

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Kaseya IT Management Software

Getting Started Guide

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.

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Kaseya IT Management Software

Getting Started Guide

4.

Devices without the 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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Kaseya IT Management Software

Getting Started Guide

Asset Management: Baseline Configuration


The Kaseya application provides Administrators with a comprehensive software and hardware inventory analysis. Before you can generate any reports, a baseline audit must be performed.

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Kaseya IT Management Software

Getting Started Guide

Asset Management: Baseline Audit


1. Open the Kaseya application and navigate to the Agent tab.

2.

Select the Schedule Baseline Audit checkbox and then select which computer(s) to audit. Optionally, you may enable the PCI and Disk Audit for the computer(s), which will return system-level information. After you have selected the desired computer (s), select the Run Now button to immediately perform the audit or set a time for the audit to run in the future. When finished, select the Schedule button.

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Kaseya IT Management Software

Getting Started Guide

3.

The audit will complete within a few minutes. After the audit is complete, select the System Info command from the left menu to generate a list of computers that have audit information. To view the audit information, click on the computer name link. TIP: To access the audit information for a particular device from any screen in Kaseya, click on the diamond icon next to the machine name.

4.

The asset information about the computer will now be displayed.

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Kaseya IT Management Software

Getting Started Guide

Kaseya Monitoring Alerts Configuration


1. Open the Kaseya application and navigate to the Monitor tab.

2. Select the Alerts option from the Agent Monitoring menu.

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Kaseya IT Management Software

Getting Started Guide

3. Select the desired alert option from the drop down menu.

4. Select the machine(s) that will act as the 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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Kaseya IT Management Software

Getting Started Guide

Monitoring: Working with Kaseya Monitor Sets


1. Open the Kaseya application and navigate to the Monitor tab.

2. Select Assign Monitoring from the Agent Monitoring menu.

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Kaseya IT Management Software

Getting Started Guide

3. 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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Kaseya IT Management Software

Getting Started Guide

Monitoring: Viewing Kaseya Monitor Logs


1. Open the Kaseya application and navigate to the Monitor tab.

2.

Select Monitor Log from the Agent Monitoring menu.

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Kaseya IT Management Software

Getting Started Guide

3.

Select a machine to view the monitoring information.

4.

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

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Kaseya IT Management Software

Getting Started Guide

Monitoring: Working with SNMP Sets


1. Open the Kaseya application and navigate to the Monitor tab.

2. Select SNMP Community from the SNMP Monitoring menu.

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Kaseya IT Management Software

Getting Started Guide

3. 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 the manufacturer. When finished, select the Set Community button.

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Kaseya IT Management Software

Getting Started Guide

4. Now, select LAN Watch from the SNMP Monitoring menu.

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Kaseya IT Management Software

Getting Started Guide

5. Select the box next to the machine(s) that you wish to LAN Watch. Then set the date and time for the network scan. When finished, select the Scan button.

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Kaseya IT Management Software

Getting Started Guide

6. Select Assign SNMP from the SNMP Monitoring menu.

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Kaseya IT Management Software

Getting Started Guide

7. Select the link corresponding to the machine you selected in the LAN Watch screen.

8. A list of SNMP-capable devices will be displayed. Select the box next to the device(s) to monitor and select an SNMP monitor set from the dropdown menu. When finished, select the Apply button.

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Kaseya IT Management Software

Getting Started Guide

Monitoring: Viewing SNMP Logs


1. Open the Kaseya application and navigate to the Monitor tab.

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Kaseya IT Management Software

Getting Started Guide

2. Select SNMP Log from the SNMP Monitoring menu.

3. Select the desired machine.

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Kaseya IT Management Software

Getting Started Guide

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

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

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Kaseya IT Management Software

Getting Started Guide

Patch Management: Patch Status and Scanning


1. Prepare to deploy updates by performing a baseline 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 re-occurring 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. In addition, performing the immediate scan after setting a reoccurring 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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Kaseya IT Management Software

Getting Started Guide

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 Patch 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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Kaseya IT Management Software

Getting Started Guide

Patch Management: Reboot Actions and Source Settings


Before deploying updates it is important to configure the desired client reboot action settings as well as specifying 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.

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.

Patch Management: Deploying Updates

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Kaseya IT Management Software

Getting Started Guide

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 on a permachine 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.

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Kaseya IT Management Software

Getting Started Guide

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.

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

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Kaseya IT Management Software

Getting Started Guide

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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Kaseya IT Management Software

Getting Started Guide

Reports: Logo Customization


1. Open the Kaseya application and navigate to the Reports tab.

2. Select Set Logo from the left menu.

3. 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.

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Kaseya IT Management Software

Getting Started Guide

Reports: Executive Summary


1. Open the Kaseya application and navigate to the Reports tab.

2. Select Executive Summary from the Run Reports menu.

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Kaseya IT Management Software

Getting Started Guide

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

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

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Kaseya IT Management Software

Getting Started Guide

Reports: Schedule Reports


1. Open the Kaseya application and navigate to the Reports tab.

2. Select Schedule Reports from the Setup Reports menu.

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Kaseya IT Management Software

Getting Started Guide

3. Select a report to schedule from the dropdown menu. Then select the machine group(s) that the report should be run against. Finally, set the time and repeat interval for the report and press the Schedule button.

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

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