1. KSP SMART Scope
Note: The following are High Level KSP SMART Scope, to be tailor made based on the customers special needs
Phase-1 (Scope needs validation during KSP)
IT Activity/Service Description SMART Service Portfolio
Software Deployment Tool selected will be deployed with no end user intervention Prime Services
Hard Disk Optimization Automating routine HardDisks Tasks Prime Services
Inventory Management Visibility into Inventory be it hardware or software on a managed machine Prime Services
Automating Patch Update with an option to approve or deny certain categories of
Patch Management Prime Services
patches based on business requirements
End Point Security Ensure that Security Policies are applied and automatically reinforced across all
Standard Operating Services
Management endpoints
Maintaining Standard Ensure that a consistent safe and secure environment is maintained across your
Standard Operating Services
Operating Environment (SOE) network
Server Monitoring &
Ensure that your Critical Servers are always up and Running. Server Availability services
Management
Data Backup & Restore Installing and Managing System Backups and Disaster Recovery Backup Services
Help Desk Management Ticketing and Helpdesk setup Basic Help Desk Services
Phase-2 (Scope needs to be demonstrated)
Reports & Dashboards Customers Special Needs
Phase-3 (Scope needs to be identified)
Reports & Dashboards Customers Special Needs

2. Kaseya Smart Pilot Charter
 Identify the Scope of the Pilot
 Preparation
 To be demonstrated on 5 to 10% of Total Number of endpoints
 Will be conducted in a hosted environment customized for the
customer and to address the business needs of the customer.
 What needs to be showcased to the End Customer
 Giving Kaseya Smart Pilot Report
 Any Additional Special Activity Planned:
(To be showcased during phase 2 or phase 3 accordingly)

3. PRIME SERVICES – Software Deployment
Scope
a) Demonstrated on a minimum of 5 Endpoints
b) Low Complexity Installations - Part of Smart Pilot.
Eg. Adobe Reader 9.0 and VLC Player
Preparation:
1) Ensure that Adobe Reader 9.0 and VLC Player Procedures have been loaded into the Pilot Kaseya Server.
2) Refer to the Pictorial Step by Step guide
Showcase:
1) Select the endpoints on which Adobe Reader needs to be deployed. Execute & Schedule….
2) Once successful, ensure that we remote into a few machines and show the installed Applications
Deliverables:
1) Generate Kaseya Report to show the success of the Installations
2) We show case a Mock Report – Type of Report they will be able to generate during PHASE 1 of Kaseya
Implementation
Any Additional Special Activity Planned:
1) Requests Specifically made for installing Software of Medium Complexity can be showcased on the last
day – Reserved for tailor made needs

4. PRIME SERVICES – Hard Disk Optimization
Scope
a) Demonstrated on a minimum of 5 Endpoints
b) Cleaning Temp Files
c) Analyze Hard Disk to find out whether Defragmentation is required or not and Defrag if required
Preparation:
1) During the Pilot at the End Customers Environment we ensure that the following two Procedures have been
imported into the VSA
a) Analyze and Defragment Hard-Disk
b) Automated Disk Cleanup
2) Refer to the Pictorial Step by Step guide
Showcase:
1) Select the endpoints on which the Disk Cleanup need to be executed
2) Once successful, ensure that we remote into a few machines and show the Status.
3) Refer to the Pictorial Guide for further Details
Deliverables:
1) Generate Kaseya Report to show the success of Disk Cleanup Activity
2) Also showcase to the customer a Mock Report - Type of Report they will be able to generate during PHASE
1 of Kaseya Implementation

5. PRIME SERVICES – Inventory Management
Scope
a) Demonstrated on all endpoints on which agents have been installed
b) Visibility into Inventory be it hardware or software on a managed machine
Preparation:
1) Ensure that all the agents have their Baseline Audit completed before the report is pulled out.
Showcase:
1. Navigate to Info Center >Reports> Inventory Management (Reports)
2. Refer to the Guide for detailed step by step instructions on configuring the reports
Deliverables:
1) Generate Kaseya Reports that are available under the Inventory Management to show the
Power of Kaseya Inventory Management
2) Also show case to the customer a Mock Report – Type of Report they will be able to generate
during PHASE 1 of Kaseya Implementation

6. PRIME SERVICES – End Point Security Management
Scope
a) Demonstrated on all endpoints on at least 5 Endpoints
b) Security Policies are applied and automatically reinforced across all endpoints
Preparation:
1) Ensure that the following have been uploaded into the Pilot Server
a) Disable Registry edit
b) Disable USB Mass storage Devices
Showcase:
1. Navigate to Agent Procedures >Schedule/Create > Security Management and select the
procedures mentioned a) Disable Regedit
b) Disable USB Mass Storage Devices
2. Select Each Procedure, then select the endpoints and run them on the selected Machines
Deliverables:
Generate Kaseya Reports that are available under the Security Management Reports

7. STANDARD OPERATING SERVICES
SOE Management
Scope
a) Demonstrated on all endpoints on at least 5 Endpoints
b) OS Hardening across all endpoints to be showcased in Pilot
Preparation:
1) Ensure that the following have been uploaded into the Pilot Server
a) Deploy OS Hardening Policy
b) Disable a Service
c) Obtain Service Status List’
d) Check SOE Status
Showcase:
1. Navigate to Agent Procedures >Deploy and Manage SOE
2. Select Each Procedure, then select the endpoints and run them on the selected Machines Deliverables
Deliverables:
1) Create Reports for each activity shown in the preparation.
Go to Info Center> Reports> New Report> Logs> Agent Procedure Log > Report Parameters and enter the
Procedure Name in the Agent Procedure Name Filter Filed