Policing Policies in Kaseya

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It’s hard to admit, but most MSP’s are not utilizing the policy management module in Kaseya to its full potential or even at all when managing device configuration.  Policy Management one of the foundational modules of Kaseya and is available with all versions of VSA. With this being one of the most critical modules for handling an agent’s configuration management, the product team at Kaseya are constantly adding features and functionality to the Policy Management module with every update and upgrade to the platform.

Instead of manually applying specific settings individually, you can utilize the Policy Management screen as a single pane of glass to configure multiple settings simultaneously for multiple agents. The Settings below can be configured through the Policy Management module at the global, client, group or machine level:

  • Agent Menu – Basic Agent Settings
  • Agent Procedures – Add, Remove or Scheduling a Script/Procedure
  • Alerts – Core agents alerts like offline, low disk, event log, patch, application and hardware failure etc.
  • Audit Schedule – Baseline, Latest and System Information Audit
  • Checkin – Agent Checkin settings
  • Credential – Setting agent credentials for performing tasks with elevated permissions
  • Distribute Files – Distribute a set of files, applications etc.
  • Event Log Settings – Capturing types of event logs and retention
  • LAN Cache – Setting and Using LAN Cache
  • Log History – Other System and Application Logs
  • Machine Profile – Machine and its User Details
  • Monitor Sets – Additional real-time monitoring of counter objects, counters, counter instances, services and processes for alarms or reporting
  • Protection – Controlling level of Access
  • Remote Control – Remote machine access settings
  • Patch File Source – Source of getting the patches
  • Patch Procedure Schedule – Scan & Automatic update schedule
  • Patch Reboot Action – Reboot Action post patching
  • Patch Settings – Pre & Post patch procedure/scripts, Membership and Alerting
  • Patch Windows Automatic Update – Machine’s automatic update settings
  • Software Deployment Profile Assignment – Assign application deployment profile
  • Software Deployment Reboot Action – Reboot Action post application patching
  • Software Deployment Scan Schedule – Scan schedule for current version install
  • Suspend Alarms – Suspend alarms on a set of machines
  • Update List By Scan – Update list of monitors applied
  • Working Directory – Default agent directory

While it may seem like a lot of work developing and configuring policies for your managed agents, you will quickly see the value in your efforts.  For example:

  • The single pane of glass view provided by the Policy Managment module makes it easy to ensure that the right settings are applied for your various clients/devices
  • New clients or machines on-boarding becomes much more simple, simply deploy the agent and let the rest be automatically configured by a custom policy
  • Making adjustments en masse is easy, you don’t have worry manually adjusting critical settings on individual groups or devices
  • You gain peace of mind knowing that the right settings and alert policies are being applied to the devices you manage.

Our engineers at ProVal Tech are more than happy to assist you with the implementation and management of policies in your environment.  We will also help you customize policies to your requirements and incorporating the exceptions or adapting different methodology to address the specific needs of your clients.

They truly act as an extension of our team, providing the right consulting support exactly when we need it.

ProVal brings deep, hands-on knowledge of how ConnectWise PSA really works, combined with a thoughtful, consultative approach that sets them apart.

They listen first—both to understand our environment and who we are as an organization—and focus on finding the right solutions rather than pushing products. With strong command of best practices and experience across many MSP environments, they truly act as an extension of our team, providing the right consulting support exactly when we need it.

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Michael LaFond
ConnectWise Program Manager
New Charter Technologies

Policing Policies in Kaseya

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I truly view ProVal as a partner and extension of my team, not as one of my vendors

When our NOC Manager left last fall we wanted to replace the position with an outsourced NOC to reduce headcount, and bring in an expert to both Labtech and our backup solutions. Bringing in ProVal Technologies was one of the best decisions we made last year and has paid for itself.During our first few monthly recurring Labtech admin meetings the ProVal team discovered incorrect settings and policies that were not applying correctly in our Labtech server. Things that we thought were automated and working were not. For example, there were multiple scripts and policies running but set to do nothing such as disk cleanup scripts. Cisco Umbrella was not configured correctly. Server alerting was not set right and the list went on.The backup team sends daily and weekly reports and updates that reduce my technicians time that we used to spend on backup or antivirus tickets that took forever and were tedious.ProVal also brings in great insights to our business and really cares about our success. They will frequently mention to me in meetings what new scripts they can import to make us more efficient or will schedule upgrades to our backups, Labtech, etc so I don’t have to worry. I truly view ProVal as a partner and extension of my team not as one of my vendors.

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Chris Warnick
Vision Computer Solutions
Northville, MI

They will quickly become an extension of your team and your ROI will reflect the results

We have been a long time user of Labtech and had tried for many years to manage the product internally with no real success at the level we needed to make our solutions more efficient for our customers. Once we hired Vikram and his team at ProVal, it solved all our pain points with the product and we really felt like we were leveraging the tool as it was designed. If this sounds like you and it’s keeping you up at night, then you need these guys. They will quickly become an extension of your team and your ROI will reflect the results.

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Bryan Wolff
CEO, Wolff Logics LT Managed & Admin Services
Cedar Park, Texas

They work well, fast and on budget

We met Vikram from ProVal Tech at Gary Pica’s Shnizzfest a year ago. Vikram explained the advantage of having trained, certified personnel take care of our recent Automate implementation. Even though we had taken an implementation package from ConnectWise to start up the program, we felt many custom configurations we needed for our business were lacking. We hired ProVal Tech after Automate was installed to help us with this task. From sales to technicians everyone was professional and knowledgeable. Onboarding was simple, and well documented. Tools on the web were supplied while we did the work, and they allowed us to track what was done, and see the improvements in the environment. It was easy to reach any of the team members, for any concern or question – all answered with courtesy and smile. Once the work was finished, we were given some training and explanations, add to that documentation, about the work and the scripts and features added to the program. We have been happily working with Automate since then. We can only recommend this efficient team of people for any work into Automate: they work well, fast and on budget.

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Ben Prevost
FarWeb IT
Sherbrooke, Canada
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