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

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

Scott Brown
Owner
TimbukTech
Peoria, IL
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 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.

Policy Driven Automation
Policy Management Overview
Best Practices, Results, Benefits
Quick Look Forward
Question & Answer
Agenda

Do you have a License to Policy Management?

Do you use Policy Management?

Why Policy Management

THE GOAL: Continuous Automation
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.

The Power of Groups & Views
Machine Group Filter Machine View Filter
Combined Filtering / Group & View

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

Policy Management in Action:
Key Practices, Results, and Benefits.
Scott Brown

Experience
 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

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

Easy access to assessments

 User accounts
 Last logins
 Password policies

Equipment Lifecycle Planning

New Client Onboarding
 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

 Keep it simple
 Drag & Drop

Compliance = Happiness

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

Prevent Over-Application

 View too broad – applied to all servers
 Too Many Monitor sets – re-application
Over-Application & Re-application

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

Simple Troubleshooting

A Brief Look Forward

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

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
Powerful
Flexible
Multi-Faceted

Kaseya Automation: In a Word…
Awesome

Awesome
/ˈôsəm/
adjective
Extremely impressive or daunting; inspiring great admiration,
apprehension, or fear.
* Note to Self: Eliminate daunting, apprehension and fear.

It Starts with Trust
v6.5
v7.0
The Path Forward

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

Well on Our Way
Where We Were:
Roll Up You Sleeves
Where We Are:
Finish to Suit
Where We Will BE:
Show up to Work

Questions and Answers
Thanks for Attending Kaseya Connect
#KaseyaConnect
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Automation Desk II: Policy-Driven Automation and a Glimpse into the Future of Automation

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