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

AutomatedAudit

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

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