SlideShare a Scribd company logo
Policy-Driven Approach
to Delivering IT Services
Chad Gniffke
Product Manager
Aliso Viejo, CA
Gerald Beaulieu
VP, Product Marketing
Aliso Viejo, CA
www.kaseya.com
Scott Brown
Owner, TimbukTech
Peoria, IL
www.kaseya.com
Live Poll
www.kaseya.com
Grab business cards from
the smart people
Who Gets It?
• Policy Management is part of the
core license. Everyone has access
to it.
• A few SaaS configurations do not
currently own it, but it is easy to
upgrade
Scott’s Goals for PM
• Save time & streamline onboarding
• Less configuration mistakes in
Kaseya
• Increased management accuracy
• Scalability
What did you learn?
• Changed it 3+ times
• The more granular you are the
better off you will be
• If you end of with a hundred
policies, don’t worry – it is good!
• Should have “dipped our toe in”
sooner
www.kaseya.com
Decrease
Management.
Compliance
Automation.
www.kaseya.com
Organization
is the KEY
www.kaseya.com
Greater Granularity
www.kaseya.com
Service
Compliance
www.kaseya.com
No More
Over-Assignment
www.kaseya.com
Efficient Client
On-Boarding
Workflow
www.kaseya.com
Intelligent
Service Discovery
And Assignment
www.kaseya.com
New Labeling
System in 6.3
Scott’s Goals for PM
• Save time & streamline onboarding
• Less configuration mistakes in
Kaseya
• Increased management accuracy
• Scalability
Unexpected Benefits
• Change management – unknown
installations
• More than on-boarding – Consistent
Service Delivery
• Auto-adjusting based on status of
the machine
www.kaseya.com
Where to
get started?
www.kaseya.com
Copy Templates
Policy Management
www.kaseya.com
Templates and Policy:
The Next Steps
• Matt Warburton and Ray Barber
• Tomorrow at 3:00PM
• Acacia Ballroom
www.kaseya.com
WANT MORE?
COME SEE US
IN THE LAB!

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Kaseya Connect 2013: Policy-Driven Approach to Delivering IT Services

Editor's Notes

  1. Chad
  2. Chad
  3. Chad - http://www.polleverywhere.com/multiple_choice_polls/wzmX2pYnwFZPGSH
  4. Gerald
  5. Gerald
  6. Gerald to intro this slide as transition from previousReduced on-boarding procedures (LoB Apps)Reduced on-boarding time by 60%
  7. Gerald“Not thinking of it as a project, but as a transition.”
  8. Chad to transition into the start of the major pointsTalk about how copy settings requires manual assignment. New machine gets added, or an existing agent is uninstalled and reinstalled. You have to 1st know about it or stumble upon it, then you have to manually go and copy your base service template. Less accurate and more time consuming.
  9. Scott, moves through on his own, Gerald and Chad jump in as needed
  10. Scott, moves through on his own, Gerald and Chad jump in as neededSbrown – break it out further to events and then monitor sets in another
  11. Scott, moves through on his own, Gerald and Chad jump in as needed½ day each year to maintain integrity of service offeringPolicy tells you when something is out of compliance. Hierarchy of folders is also key to maintaining automated assignment of services when discovered by Intelligent Discovery
  12. Scott, moves through on his own, Gerald and Chad jump in as neededNeed a screenshot of a workstation with massive amounts of monitor sets assigned to it that don’t actually apply.
  13. Scott, moves through on his own, Gerald and Chad jump in as neededNew ClientNew OfficeNew Laptop/DesktopEndpoint changes departmentBy department rules/software needs/customization…Scott: ITSP SideGerald: Jump in at end and talk about Enterprise examples.
  14. Scott, moves through on his own, Gerald and Chad jump in as needed - IIS roles, mail servers and applying monitor sets, event sets, and procedures - used to have to manually audit machines - 1 customer: bot running in the background: put policy in place that checks for looks for port 25 open and starts looking for open relays. It found the bot. Open RelayNew to 6.3
  15. Chad
  16. Gerald to bring it back to togetherReduced onboarding procucedures (LoB Apps)Reduced onboarding time by 60%
  17. Gerald Unknown Installs: something gets installed 6 months after you have set it up. (technician starts up IIS by accident or on-purpose, customer installs something without your knowledge
  18. Chad
  19. Chad
  20. Chad
  21. Gerald
  22. Chad