Policy Management
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxKey Terms• Cabinet – The highest-le...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxKey Terms (continued)• Compliance –...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Systems Managemen...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• The System...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management ToolIf you choos...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management ToolClick Finish...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Once the w...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Managed Mo...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Managed Ag...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Managed Po...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Content wi...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Creating Policies
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxCreating and Managing Policies• Cre...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxCreating and Managing PoliciesSave ...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Policy Precedence
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence – Who Wins?• Mult...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence - CombineWhich po...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy PrecedenceCombine ExamplePol...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy PrecedenceCombine Example (c...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence - Conflict• Remai...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence - Conflict• A pol...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxHandling ConflictsCredentialGlobalA...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicies Assignment Rules• Multiple...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAssigning Policies by Org/Groupaare...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspx“Higher” v. “Lower” precedence• Ord...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspx“Higher” v. “Lower” precedenceOrder...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxApplying Policies to Machines• Poli...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicies are listed in orderof prec...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspx
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxMatrix DetailWhat exactly is applie...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxMatrix DetailPolicy Object Status
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxMatrix DetailMachine Effective Poli...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxUnassigning Policies• Change View s...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Settings
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management >Settings• Deploy...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:New Features in 6.3
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxOrganization Credentials• Audit > M...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxUsing Organization Credentials• Ena...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew 6.3 Policy Functions• Support f...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew 6.3 Policy Functions• Agent Pro...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew Policy Object FunctionsMerging ...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew Policy Object FunctionsMerging ...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAdditional New FeaturesSharing Poli...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAdditional New FeaturesSharing Poli...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAdditional New FeaturesAccess Right...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Troubleshooting
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxEffective Machine PolicySettings• L...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxTroubleshooting Policies• Attempt t...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxTroubleshooting Policies:Policies n...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxBest Practices• Multiple layered po...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxWhen will changes occur?Action Inte...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Hotfixes• At times, hotfixes...
Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxThank you• Slides and recorded pres...
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Kaseya Support Techjam - Policy Management

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Whether you're new to the platform, exploring new features, or just need a refresher, Kaseya Support TechJams can help you get the most out of the product today!

Kaseya Support Specialists routinely document commonly asked questions, configuration techniques, and troubleshooting steps in knowledge base articles. To enable our customers to get the best from the product, we have brought these resources together to form the foundation of the Kaseya Support TechJam sessions.

Much more than a product demonstration, Kaseya Support TechJams are designed to bridge the gap between the platform user guide and real world scenarios so that you can build upon your knowledge and practical experience of Kaseya.

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  • log: C:\\Windows
  • Kaseya Support Techjam - Policy Management

    1. 1. Policy Management
    2. 2. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxKey Terms• Cabinet – The highest-level container in a folder tree. Apolicy cannot be assigned to a cabinet.• Folder – Organizational structure within a cabinet• Policy – A group of defined settings assigned to endpoints• Policy Object – A single setting group within a policy• View – Filter used to display/control machines based onspecific criteria (OS, IP range, applications installed, etc.)
    3. 3. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxKey Terms (continued)• Compliance – Determines whether settingsapplied to an endpoint are equal to thesettings defined within the applied policies• Manual Override – Changing a setting withina module directly where that setting isdefined within an assigned policy• Combining Policy Objects – When defined inmore than one policy, these objects are alladded to the endpoint• Conflicting Policy Objects – When defined inmore than one policy, rules dictate whichsetting “wins”
    4. 4. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Systems Management Tool
    5. 5. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• The Systems Management tab provides a setupwizard which enables admins to quickly configureand apply machine management policies for aspecific organization. Once configured, thesepolices are assigned to each machine managedon behalf of that organization.• Machine Groups inherit settings of their parentorganization. Therefore, to configure all clientswithin a single organization to use the samesettings, you need only define the settings at thehighest level for that organization.• Customize settings for machine groups within anorganization by completing the wizard for theindividual group(s).
    6. 6. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
    7. 7. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
    8. 8. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
    9. 9. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
    10. 10. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool
    11. 11. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management ToolIf you choose to enableWorkstation Patch and UpdateManagement, you must define acredential and password
    12. 12. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management ToolClick Finish tocommit the changes
    13. 13. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Once the wizard completes, the content will be downloaded(if not already present) from Kaseya to the VSA.• Installs pre-defined content. To differentiate Content PackViews from ones created by VSA admins, all Kaseya-providedView content has a prefix of “zz[SYS]”:
    14. 14. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Managed Monitor Set content isvisible within the System cabinet onthe Monitor > Monitor Sets page:
    15. 15. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Managed Agent Procedure content is visiblewithin the System cabinet on the AgentProcedure > Schedule/Create page:
    16. 16. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Managed Policy content is visible within theSystem cabinet on the Policy Management> Policies page:
    17. 17. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxSystems Management Tool• Content within the System cabinet should notbe edited• To customize System content, copy thepolicy, monitor set, or agent procedure to aPrivate or Shared folder• Apply policy based from customized Systemcontent to an individual machine or group totake precedence over the System content• Learn more about the Systems ManagementTool:http://help.kaseya.com/WebHelp/EN/SSP/1000000/index.htm#11252.htm
    18. 18. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Creating Policies
    19. 19. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxCreating and Managing Policies• Create a manageable folder structure – by function or byclient/org• Create Views specific to policy– Specific machine types (i.e., by OS, by application, server v.workstation, etc.)– Any changes to Views may impact endpoints – ensure Viewsare edited accurately– Creating Policy-specific Views can help minimize accidentalchanges to Views in use by Policy• Example: ExchangeServerPolicy-ExchangeServer• Policy Mgmt > Policies > Add Policy• Select and configure desired policy objects• Select View to define which endpoint should receive thepolicy
    20. 20. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxCreating and Managing PoliciesSave v. Save and Apply• Save: Saves the changes to the policy. Policies arein a pending state. No changes are applied toendpoints.– A policy that is saved but NOT applied will appear witha yellow scroll icon on the Policies page:– A policy that has no View associated will appear with ared scroll icon on the Organization/Machine Grouppage:• Save and Apply: Saves changes to the policy andapplies the changes to the endpoints– Apply Now: Apply the changes to all affectedendpoints immediately. Can cause some performanceissues, depending on overall workload of server.– Allow scheduler to apply: Changes will be applied atnext deployment interval
    21. 21. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Policy Precedence
    22. 22. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence – Who Wins?• Multiple policies can be assigned to asingle endpoint• Some policy objects will be combinedand some will conflict• Rules determine which policy will“win” when there is a conflict
    23. 23. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence - CombineWhich policy objects combine?– Monitor Sets– Agent Procedures– Event Log Alerts– Distribute FilesWhen more than one policy is applied toa machine, and each policy defines theabove objects, the endpoint will receiveALL of the defined combinable objects
    24. 24. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy PrecedenceCombine ExamplePolicyA defines two Agent Procedures:PolicyB defines different Procedures:PolicyA and PolicyB are assigned to thesame endpoint, workstation1
    25. 25. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy PrecedenceCombine Example (continued)• When the policies are applied to workstation1, all fourProcedures are assigned:• Note: If the same procedure is scheduled in both policies,each with different schedules, policy precedent rules willdetermine which procedure schedule will be applied to theendpoint– For combinable objects, Policy Mgmt will use the same logic asthe module. If the module allows the same object to beassigned multiple times to the same endpoint, all settings will bepassed to the endpoint. If the module allows only ONE settingper machine for the selected object, policy precedent rules willbe followed.
    26. 26. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence - Conflict• Remaining Policy Objects conflict• When a conflict exists, the winningobject is determined based onprecedence. The more closely thepolicy is assigned to the machine level,the more precedence the policy has.• Possible layers are: Global, Org,Parent Group, Child Group (includingnested child groups), Machine
    27. 27. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Precedence - Conflict• A policy assigned at the Global will apply to allendpoints• A policy applied at the org level will apply to allendpoints within the org. Any conflicting Global objectswill be overwritten with the settings in policies appliedat the Org level• A policy applied at the Parent Group level will apply toall endpoints in the group. Any conflicting objectsapplied at the Global or Org level will be overwrittenwith settings in the policies applied at the Group level• Child-group policies will overwrite any conflicts fromglobal, org, or parent group policies• Policies assigned directly to an endpoint will win overconflicting settings at the higher levels.
    28. 28. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxHandling ConflictsCredentialGlobalAgent MenuLog HistoryLAN CacheOrgCredentialGroup Machine Effective SettingsAgent MenuPatchReboot ActionWorkingDirectoryWorkingDirectoryPatchReboot ActionFile SourceRemote ControlXXXX
    29. 29. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicies Assignment Rules• Multiple policies can be assigned to any organization or machine group or machine.• A machine with multiple policies assigned to it has conflicting policies when both specifythe same policy type.– Multiple policies are not in conflict if different policy types are specified.– The following policy types combine with each other so that no conflicts occur.• Event log alerts, distribute files, monitor sets, and agent procedures.• Policies are assigned by organization/machine group using the Organizations/MachineGroups page.– Policies assigned to a lower level in an organization hierarchy have precedence over policies assigned to a higherlevel in the same organization hierarchy.– Unless a lower level policy conflicts with it, policies assigned to a level apply to all lower levels.– When multiple policies are assigned to the same organization or machine group, the assigned policies haveprecedence in the order listed.• Policies can be assigned by machine using the Machines page.– Policies assigned by machine have precedence over all policies assigned to that machine by organization/machinegroup.– Policies assigned by machine have precedence in the order listed.• All policy assignments can be overridden by changing agent settings manually throughout theVSA.– Manual changes have precedence over all policies assignments.• A policy can be associated with a view definition in the Policies page.– When machine is assigned to a policy by organization or by machine group an associated view filters the machinesassociated with a policy. If a machine is not a member of the view definition, then the policy will not be propagatedto that machine.– When a machine is assigned to a policy by machine, then the view associated with a policy is ignored and the policywill be propagated to that machine.– Associating a policy with a view does not, by itself, assign a policy to any machine.• The order of precedence for views depends on the policies they are associated with.
    30. 30. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAssigning Policies by Org/GroupaarentalsDrag folder fromPolicy list……to anorganization• Assign policies to organizations or groups bydragging individual policies or folders to the org• When assigning folders, all policies within thefolder will be assigned
    31. 31. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspx“Higher” v. “Lower” precedence• Order the policies/folders based on theprecedence you want applied. The higher inthe list, the higher the precedence.Precedence determines which policy “wins”when a conflict is presentaarentalsIf a policy in the Global Policiesfolder conflicts with a policy inthe Windows Workstation…Folder, precedence rulesdictate the settings in theGlobal Policies folder will“win” because it appearshigher in the assignment list.
    32. 32. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspx“Higher” v. “Lower” precedenceOrdering Policies• Drag/Drop assigned items to re-orderthe list. The lower in the list, thelesser the precedence With the reordering, allpolicies within WindowsWorkstation… folder will takeprecedence over polices in theGlobal Policies folder
    33. 33. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxApplying Policies to Machines• Policy > Machines allows you to assign apolicy to an endpoint directly• When a policy is assigned directly to anendpoint, View settings are ignored• Precedence rules apply• Policies assigned directly to endpoint willtake precedence over policies applied atthe group, org, or global level• Machine-assigned policies can beordered to determine precedence
    34. 34. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicies are listed in orderof precedence. The higherin the list, the higher theprecedence.Use this field to filter bypolicy nameOr select the policy fromthe cabinet/folder tree
    35. 35. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspx
    36. 36. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxMatrix DetailWhat exactly is applied?Hover over policy icon toreveal the matrix detail
    37. 37. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxMatrix DetailPolicy Object Status
    38. 38. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxMatrix DetailMachine Effective PolicySettingsPolicy Name Actual ConfigurationSettingPolicy Object name, enabledon the Policies page
    39. 39. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxUnassigning Policies• Change View settings• Remove from Org/Machine Group• Remove from endpoint• Disable Systems Management Tool• Unassigning policies does not removethe setting from the endpoint. It onlydisables the centralized management ofsettings by policy• To remove the settings from theendpoint, visit the individual Modulepages and manually clear settings.
    40. 40. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Settings
    41. 41. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management >Settings• Deployment Interval: Frequency toapply policy settings to endpoints afterchanges/edits to policies– Changes to endpoints based on VIEWmembership occurs via a backend processthat runs once per hour• Compliance Check: Frequency ofverification of settings assigned toendpoints as compared to settingsdefined by applied policies. Manualoverrides are detected duringcompliance checks.
    42. 42. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:New Features in 6.3
    43. 43. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxOrganization Credentials• Audit > Manage Credentials• Define a credential for all machineswithin the selected organization• Created by Systems Management tool (ifPatch function enabled) or can bemanually defined by an admin• Policy can leverage this credential• Allows admin to use single policy withAgent Credential object defined formultiple organizations/clients
    44. 44. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxUsing Organization Credentials• Enable the policy object Credential• Check “Use organization defaults”• The credential defined in Audit > ManageCredentials will be used• This policy can be shared by multiple orgs• At this time, Policy is the only function thatleverages the org credential
    45. 45. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew 6.3 Policy Functions• Support for add-on modules such asKAM, KAV, KES, KDPM• LAN Cache assignment– LAN Cache must be created on hostmachine via Agent > LAN Cache– LAN Cache Assignment is separate from FileSource. LAN Cache can be used as the patchfile source, but assigning only the LAN cachepolicy object will NOT configure the PatchFile Source object.• Remote Control Session Terminatemessages
    46. 46. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew 6.3 Policy Functions• Agent Procedure schedule can be edited• “Exclude Time” is no longer enabled bydefault in scheduler• Patch schedules will combine if onepolicy defines Scan schedule and secondpolicy defines Update schedule• Effective Machine Policy Settings• Audit and Patch schedules can be set to“None” to prevent schedule settingsfrom two policies from merging
    47. 47. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew Policy Object FunctionsMerging Schedules• PolicyA defines Scan schedule:• PolicyB defines Update schedule:• If both policies are applied to a singleendpoint, the endpoint will combinethese two functions
    48. 48. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxNew Policy Object FunctionsMerging Schedules• To prevent this combining, set theblank schedule to “None”:• When PolicyA and PolicyB areassigned to the endpoint, the Scanschedule will be left undefined(provided the policy defined above isthe “winning” policy).
    49. 49. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAdditional New FeaturesSharing Policy Content• Cabinet contents can be shared withvariable rightsRight Click on FolderThen click “Share”Admin
    50. 50. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAdditional New FeaturesSharing Policy Content• When share permissions are grantedon a folder, all contents of the folderinherit the permissions of the parentfolder• Permissions can only be granted atfolder levels• Contents of the System Cabinets arevisible to Master admins only (for SaaScustomers, the equivalent is “System”role)
    51. 51. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxAdditional New FeaturesAccess RightsAction buttons•Save, Save and Apply, Delete, Edit, etc.and Policy Objects•Agent Menu, Agent Procedures, Alerts, etc.can be controlled via Role Access Rights (System > Roles > Access Rights)
    52. 52. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Management:Troubleshooting
    53. 53. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxEffective Machine PolicySettings• Leverage Effective Machine PolicySettings function to:– Determine which specific setting iscausing an out of compliance notification– Which policy is “winning” for individualsettings– Quickly determine all settings applied toa machine via Policy Management
    54. 54. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxTroubleshooting Policies• Attempt to determine if the issue is with PolicyManagement or with the individual Module– If function is not working via Policy, test configuringthe same setting via the individual module– If configuring the setting via the module is notsuccessful, troubleshoot the module first– If opening a ticket with Kaseya Support, attemptingto determine whether the issue exists in the modulecan assist in proper routing of ticket and speedresolution• Example Issue: Agent Procedure assigned via Policy doesnot run.• Troubleshooting: Attempt to assign/run the procedureon the endpoint via the Agent Procedure (AP) module. Iffails in AP, issue likely lies with AP module. If succeeds inAP but fails when assigned via Policy, issue may lie withpolicy.
    55. 55. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxTroubleshooting Policies:Policies not applying• Patience – policies can take time to apply. Manyfunctions are not immediate. All functionsshould complete within a few hours (often less)of a change, but few will complete immediately– Exception: Apply policy and choose “Apply Now”will begin the application of policy settings tomachines, but time to complete will vary• Check Policy Mgmt > Settings > DeploymentInterval– If Manual, policies will not automatically deploy– If configured other than manual but deploymentsare not occurring, change setting > Save, thenrestore to desired setting > Save• Check Policy Mgmt > Dashboard to view pendingevents (changes not yet applied)
    56. 56. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxBest Practices• Multiple layered policies are easier to manageand share across orgs than a few policies withmultiple, broad objects configured• COPY from System Cabinet and modify within thePrivate cabinet– Assign System content, then use customized policywith higher precedence to override unnecessarycontent settings• Use manual overrides for exceptions onindividual machines for short-term testing• Create unique policies applied directly toendpoint to manage exceptions for longer-term• Create views specific to policy
    57. 57. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxWhen will changes occur?Action IntervalDeployment Interval Configurable - Defined on Policy > Settings pageCompliance Interval Configurable - Defined on Policy > Settings pageNew Agent Triggers application of policies based onDeployment Interval definedAssignment based onView changesBackend process runs once per hourDefined Schedules(Agent Procedures,Patch/Auditschedules, etc.)Runs at the first interval after the policy isapplied to the endpoint. Will not runimmediately upon policy assignment to theendpoint. Past schedules will not run.
    58. 58. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxPolicy Hotfixes• At times, hotfixes are necessary toresolve bugs• Often, a hotfix to Policy Managementmay require that the policies bereprocessed after the hotfix is appliedto the VSA– Reprocess policies via PolicyManagement > Machines > ReprocessPolicies
    59. 59. Presentation will be available for download athttp://www.kaseya.com/forms/techjams.aspxThank you• Slides and recorded presentation willbe available for download athttp://www.kaseya.com/forms/techjams.aspx• Chat-based Q&A session will continuefor a few minutes. Please continuepost questions in the Q&A window.

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