Policy Driven Automation, and a
Glimpse into the Future of
Automation
Kevin Franck, VP Product Management - Kaseya
Scott B...
Scott Brown
Owner
TimbukTech
Peoria, IL
Copyright ©2014 Kaseya 2
Kevin Franck
VP Product Management
Kaseya
Aliso Viejo, CA
The information in this presentation is confidential and proprietary to Kaseya and may
not be disclosed or distributed wit...
Policy Driven Automation
Policy Management Overview
Best Practices, Results, Benefits
Quick Look Forward
Question & Answer...
Do you have a License to Policy Management?
Copyright ©2014 Kaseya 5
Do you use Policy Management?
Copyright ©2014 Kaseya 6
Why Policy Management
Copyright ©2014 Kaseya 7
THE GOAL: Continuous Automation
Copyright ©2014 Kaseya 8
Onboard
Customer /
Add
Machines
Discover
Networks &
Domains
Autom...
The Power of Groups & Views
Copyright ©2014 Kaseya 9
Machine Group Filter Machine View Filter
Combined Filtering / Group &...
Machine:
“IN-SRV-DB02”
Operating System:
Windows Server 2008
Software:
SQL Server 2005
Policies that Leverage Groups & Vie...
Policy Management in Action:
Key Practices, Results, and Benefits.
Scott Brown
Copyright ©2014 Kaseya 11
Experience
Copyright ©2014 Kaseya 12
 MSP 10+ Years
 Kaseya 9 Years
 Kaseya Consulting with MSPs 3+ Years
Best Practices
 Network Assessments
 Consistent New Client Onboarding
 Benefits of granular policies & views
Copyright ...
Network Assessments
Copyright ©2014 Kaseya 14
 Prospects
– Discovery process
– Compliance review
 Current Clients
– Hist...
Easy access to assessments
Copyright ©2014 Kaseya 15
Copyright ©2014 Kaseya 16
 User accounts
 Last logins
 Password policies
Equipment Lifecycle Planning
Copyright ©2014 Kaseya 17
New Client Onboarding
Copyright ©2014 Kaseya 18
 Onboarding MUST be
thorough and consistent
 Nothing is too small to
scr...
New Client Onboarding
Copyright ©2014 Kaseya 19
 Keep it simple
 Drag & Drop
Copyright ©2014 Kaseya 20
New Client Onboarding
Compliance = Happiness
Copyright ©2014 Kaseya 21
Granularity of Views & Policies
 Prevents over applying of
alerts, monitor sets, or
procedures
...
Copyright ©2014 Kaseya 22
Prevent Over-Application
Copyright ©2014 Kaseya 23
 View too broad – applied to all servers
 Too Many Monitor sets – re-application
Over-Applicat...
Copyright ©2014 Kaseya 24
Lots of Views
 Use multiple view options
including versions, labels,
advanced agent data
 Lear...
Copyright ©2014 Kaseya 25
Simple Troubleshooting
A Brief Look Forward
Copyright ©2014 Kaseya 26
Today’s Automation Landscape
Discovery
 Network - Scheduled
 Domain – Scheduled & Synchronized
 Automated Agent Deploym...
Today’s Automation Landscape
Discovery
 Network - Scheduled
 Domain – Scheduled & Synchronized
 Automated Agent Deploym...
Kaseya Automation: In a Word…
Awesome
Copyright ©2014 Kaseya 29
Copyright ©2014 Kaseya 30
Awesome
/ˈôsəm/
adjective
Extremely impressive or daunting; inspiring great admiration,
apprehension, or fear.
* Note to S...
It Starts with Trust
v6.5
v7.0
Copyright ©2014 Kaseya 32
The Path Forward
Vision
 Strong Focus on User Experience
 Massive Scale
– Number of Endpoints
– Volume of Automation per Endpoint
 Unifi...
Well on Our Way
Copyright ©2014 Kaseya 34
Where We Were:
Roll Up You Sleeves
Where We Are:
Finish to Suit
Where We Will BE...
Copyright ©2014 Kaseya 35
Questions and Answers
Thanks for Attending Kaseya Connect
#KaseyaConnect
Let's Share!
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Automation Desk II: Policy-Driven Automation and a Glimpse into the Future of Automation

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Do you spend a lot of time manually on-boarding new devices? As devices move, and assume new roles, are you chasing behind making manual settings to reflect the changes? Are you often left wondering if all of these manual settings were made consistently and completely? Let Policy Management do the work for you. Policy Management is tightly woven into your existing Kaseya solution, and if you have not yet unleashed its power to drive automation, then attend this session to see what is possible. We will also share a big-picture glimpse of the future of Kaseya automation, and how Policy Management, Service Desk, and Procedures will evolve to make IT service automation easier, and more powerful than ever before.

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Automation Desk II: Policy-Driven Automation and a Glimpse into the Future of Automation

  1. 1. Policy Driven Automation, and a Glimpse into the Future of Automation Kevin Franck, VP Product Management - Kaseya Scott Brown, Owner- TimbukTech Copyright ©2014 Kaseya 1
  2. 2. Scott Brown Owner TimbukTech Peoria, IL Copyright ©2014 Kaseya 2 Kevin Franck VP Product Management Kaseya Aliso Viejo, CA
  3. 3. The information in this presentation is confidential and proprietary to Kaseya and may not be disclosed or distributed without the prior written permission of Kaseya. This document, and any related presentation, as well as Kaseya's strategy, possible future developments, products, platforms, directions and/or functionality are all subject to change without notice at Kaseya’s sole discretion. The information in this document does not constitute a commitment, contract, promise or legal obligation to deliver any material, code or functionality. This document is provided without warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, and non-infringement. This document is for informational purposes only and may not be incorporated into a contract. All forward-looking statements, including those set forth in this presentation, are subject to various assumptions, risks and uncertainties that could cause actual results to differ materially from projections. Readers are cautioned not to place undue reliance on such forward-looking statements, and specifically, not to rely upon such in making purchasing decisions. Copyright ©2014 Kaseya 3
  4. 4. Policy Driven Automation Policy Management Overview Best Practices, Results, Benefits Quick Look Forward Question & Answer Agenda Copyright ©2014 Kaseya 4
  5. 5. Do you have a License to Policy Management? Copyright ©2014 Kaseya 5
  6. 6. Do you use Policy Management? Copyright ©2014 Kaseya 6
  7. 7. Why Policy Management Copyright ©2014 Kaseya 7
  8. 8. THE GOAL: Continuous Automation Copyright ©2014 Kaseya 8 Onboard Customer / Add Machines Discover Networks & Domains Automated Agent Deployment Automated Audit Automated Policy Deployment Automated Policy Compliance Check Move Machines / Change Config 24/7 Fully Integrated. Always on the job.
  9. 9. The Power of Groups & Views Copyright ©2014 Kaseya 9 Machine Group Filter Machine View Filter Combined Filtering / Group & View
  10. 10. Machine: “IN-SRV-DB02” Operating System: Windows Server 2008 Software: SQL Server 2005 Policies that Leverage Groups & Views Policy: “Win 2008 Perf” Machine View: Win Server 2012 Settings: Monitor RAM & CPU Machine: “IN-SRV-DB01” Operating System: Windows Server 2008 Software: SQL Server 2005 Policy: “SQL 2005 Service” Machine View: SQL Server 2008 Settings: Monitor SQL Service Organization: “Acme Inc.” Machine Group: “Infrastructure” Associate Policy Resulting Settings: Monitor RAM & CPU Monitor SQL Service Apply Policies Machine View: “Win Server 2012” Machine View: “SQL Server 2008” Associate Policy Copyright ©2014 Kaseya 10
  11. 11. Policy Management in Action: Key Practices, Results, and Benefits. Scott Brown Copyright ©2014 Kaseya 11
  12. 12. Experience Copyright ©2014 Kaseya 12  MSP 10+ Years  Kaseya 9 Years  Kaseya Consulting with MSPs 3+ Years
  13. 13. Best Practices  Network Assessments  Consistent New Client Onboarding  Benefits of granular policies & views Copyright ©2014 Kaseya 13
  14. 14. Network Assessments Copyright ©2014 Kaseya 14  Prospects – Discovery process – Compliance review  Current Clients – Historical Data – QBRs made easy!
  15. 15. Easy access to assessments Copyright ©2014 Kaseya 15
  16. 16. Copyright ©2014 Kaseya 16  User accounts  Last logins  Password policies
  17. 17. Equipment Lifecycle Planning Copyright ©2014 Kaseya 17
  18. 18. New Client Onboarding Copyright ©2014 Kaseya 18  Onboarding MUST be thorough and consistent  Nothing is too small to script  Breakout session – Brian Dagan – Automating yourself out of a job 3:50-4:35 today – Palm A
  19. 19. New Client Onboarding Copyright ©2014 Kaseya 19  Keep it simple  Drag & Drop
  20. 20. Copyright ©2014 Kaseya 20 New Client Onboarding Compliance = Happiness
  21. 21. Copyright ©2014 Kaseya 21 Granularity of Views & Policies  Prevents over applying of alerts, monitor sets, or procedures  Prevents re-application of monitor sets when policies are modified  Simplifies locating policy issues
  22. 22. Copyright ©2014 Kaseya 22 Prevent Over-Application
  23. 23. Copyright ©2014 Kaseya 23  View too broad – applied to all servers  Too Many Monitor sets – re-application Over-Application & Re-application
  24. 24. Copyright ©2014 Kaseya 24 Lots of Views  Use multiple view options including versions, labels, advanced agent data  Learn to leverage views when performing daily tasks – Quick search for machines executables
  25. 25. Copyright ©2014 Kaseya 25 Simple Troubleshooting
  26. 26. A Brief Look Forward Copyright ©2014 Kaseya 26
  27. 27. Today’s Automation Landscape Discovery  Network - Scheduled  Domain – Scheduled & Synchronized  Automated Agent Deployment Assets  Audit Results – Baseline and Latest  Custom Fields Set Via Procedures or Manually System Hierarchy & Security  Machine Views (Based on Asset Characteristics)  Machine Groups (Logical)  Permissions by Scopes (Data) and Roles (Functions)  Credentials for Managed Assets Modules (e.g. Patch Mgmt, etc.)  Management Settings  Profiles (Named Collection of Settings)  Scheduled Tasks  Management Results Agent Procedures  Virtually Anything an Admin Can Do at the Local Keyboard  Scheduled Policies  Tied to Machine Views  Associated to Group Hierarchy with Structured Precedence  Continuous Policy Deployment and Compliance Check Monitoring  Continuous (Agent and Agentless)  Alerts & Tickets Service Desk  Ticket Mapping & De-duping  Service Workflow  Service Desk Procedures – Automated Analysis & Remediation 3rd Party Systems  Integration via API Copyright ©2014 Kaseya 27
  28. 28. Today’s Automation Landscape Discovery  Network - Scheduled  Domain – Scheduled & Synchronized  Automated Agent Deployment Assets  Audit Results – Baseline and Latest  Custom Fields Set Via Procedures or Manually System Hierarchy  Machine Views (Based on Asset Characteristics)  Machine Groups (Logical)  Permissions by Scopes (Data) and Roles (Functions)  Credentials for Managed Assets Modules (e.g. Patch Mgmt, etc.)  Management Settings  Profiles (Named Collection of Settings)  Scheduled Tasks  Management Results Agent Procedures  Virtually Anything an Admin Can Do at the Local Keyboard  Scheduled Policies  Tied to Machine Views  Associated to Group Hierarchy with Structured Precedence  Continuous Policy Deployment and Compliance Check Monitoring  Continuous (Agent and Agentless)  Alerts & Tickets Service Desk  Ticket Mapping & Deduping  Service Workflow  Service Desk Procedures – Automated Analysis & Remediation 3rd Party Systems  Integration via API Copyright ©2014 Kaseya 28 Powerful Flexible Multi-Faceted
  29. 29. Kaseya Automation: In a Word… Awesome Copyright ©2014 Kaseya 29
  30. 30. Copyright ©2014 Kaseya 30
  31. 31. Awesome /ˈôsəm/ adjective Extremely impressive or daunting; inspiring great admiration, apprehension, or fear. * Note to Self: Eliminate daunting, apprehension and fear. Copyright ©2014 Kaseya 31
  32. 32. It Starts with Trust v6.5 v7.0 Copyright ©2014 Kaseya 32 The Path Forward
  33. 33. Vision  Strong Focus on User Experience  Massive Scale – Number of Endpoints – Volume of Automation per Endpoint  Unified Scheduling  Beyond Procedures – Easy Recipe-Like Experience – Script Language Agnostic – Retain Power User Capabilities Copyright ©2014 Kaseya 33
  34. 34. Well on Our Way Copyright ©2014 Kaseya 34 Where We Were: Roll Up You Sleeves Where We Are: Finish to Suit Where We Will BE: Show up to Work
  35. 35. Copyright ©2014 Kaseya 35 Questions and Answers Thanks for Attending Kaseya Connect #KaseyaConnect Let's Share!

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