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.

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. Scott Brown
Owner
TimbukTech
Peoria, IL
Copyright ©2014 Kaseya 2
Kevin Franck
VP Product Management
Kaseya
Aliso Viejo, CA

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. Policy Driven Automation
Policy Management Overview
Best Practices, Results, Benefits
Quick Look Forward
Question & Answer
Agenda
Copyright ©2014 Kaseya 4

5. Do you have a License to Policy Management?
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6. Do you use Policy Management?
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7. Why Policy Management
Copyright ©2014 Kaseya 7

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. The Power of Groups & Views
Copyright ©2014 Kaseya 9
Machine Group Filter Machine View Filter
Combined Filtering / Group & View

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. Policy Management in Action:
Key Practices, Results, and Benefits.
Scott Brown
Copyright ©2014 Kaseya 11

12. Experience
Copyright ©2014 Kaseya 12
 MSP 10+ Years
 Kaseya 9 Years
 Kaseya Consulting with MSPs 3+ Years

13. Best Practices
 Network Assessments
 Consistent New Client Onboarding
 Benefits of granular policies & views
Copyright ©2014 Kaseya 13

14. Network Assessments
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 Prospects
– Discovery process
– Compliance review
 Current Clients
– Historical Data
– QBRs made easy!

15. Easy access to assessments
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16. Copyright ©2014 Kaseya 16
 User accounts
 Last logins
 Password policies

17. Equipment Lifecycle Planning
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18. New Client Onboarding
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 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. New Client Onboarding
Copyright ©2014 Kaseya 19
 Keep it simple
 Drag & Drop

20. Copyright ©2014 Kaseya 20
New Client Onboarding
Compliance = Happiness

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. Copyright ©2014 Kaseya 22
Prevent Over-Application

23. Copyright ©2014 Kaseya 23
 View too broad – applied to all servers
 Too Many Monitor sets – re-application
Over-Application & Re-application

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. Copyright ©2014 Kaseya 25
Simple Troubleshooting

26. A Brief Look Forward
Copyright ©2014 Kaseya 26

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. 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. Kaseya Automation: In a Word…
Awesome
Copyright ©2014 Kaseya 29

30. Copyright ©2014 Kaseya 30

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. It Starts with Trust
v6.5
v7.0
Copyright ©2014 Kaseya 32
The Path Forward

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. 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. Copyright ©2014 Kaseya 35
Questions and Answers
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