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  • Home
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  • NOC SERVICES FOR MSPS
    • ConnectWise
      • ConnectWise Automate
      • ConnectWise RMM
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    • Kaseya
      • Kaseya VSA
      • Datto RMM
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Kaseya VSA – Basics Policies Part I

  • July 11, 2022
  • ProVal Technologies, Inc
  • Tech Tuesday

This video covers the different functions within the VSA Policy management module. This is part 1 of a two-part series on policy basics.

Step-by-Step:

  1. I would like to go over the basics of policy management in the VSA policies are very important when it comes to applying VSA settings across your organization.
  2. In our VSA basics series so far you’ve learned how to manage agents, create views, custom fields, and agent procedures. With policies we’ll be combining a lot of those concepts together to show you how we can automate these settings across your many organizations, this will be a two-part series.
  3. Today we will be specifically focusing on the overall functionality of the policy management module we’ll briefly discuss all of the functions within the module and how they work together.
  4. The first function to discuss is summary, the overview page is a static guide on the various components of the policy management module I recommend looking over this after the video.
  5. The next page in the summary function is the dashboard this can show at a glance compliance information on your environment including upcoming policy events and agent and policy status.
  6. The logs page will show records on policy run modifications including the date, time, policy name, and user. The policy matrix shows every policy currently assigned per machine in your environment by policy object you can filter and sort this view similar to other pages within the VSA.
  7. The next function to discuss is the configure function the policies page is where you’ll create and design your policies which we will discuss in the next video.
  8. The settings page allows you to set your global deployment policy interval and compliance check the deployment interval is how often new policies get pushed to your qualified endpoints and the compliance checks make sure that the endpoints that have policies applied are applied properly in the correct order with nothing overwritten.
  9. Finally, we have the assignment function the first page here organizations and machine groups is where you can apply policies to specific groups in your environment.
  10. For example, we can drag a folder of policies over to a subgroup and then the policies in that folder will apply to that group. It’s important to note here that policies apply top down in this list meaning if that if two policies that have conflicting rules, the policy closest to the top of the list will take precedence over the ones below it.
  11. Next is the machine page this is where you can check the policy statuses easily on individual agents this is helpful in troubleshooting why policies aren’t behaving as you would expect sometimes.
  12. The west pane here is a list of agents here you can scroll, hover over the scroll icon here to get a detailed list of policy object status details and machine effective policy settings.
  13. The machine effective policy settings is basically a summary of all of the settings that the policy is controlling or policies are controlling on that agent.
  14. Policy object details shows us the policies and how they are assigned.
  15. I want to take a quick moment here and explain why the policy object details screen is so important.
  16. Policies in the VSA are controlled by precedents. I like to remember this by thinking of it as a small to big precedence. Policies applied directly to a machine, overriding policies with conflicting rules applied to a group of machines, and then moving upwards policy applied to that group overrides policies applied to an entire organization and then of course we have the global org which is overridden by everything underneath it. It’s very important to remember as you’re designing your policy layout in your environment.
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ProVal Technologies, Inc

498 Palm Springs Drive, Ste. 130
Altamonte Springs, FL 32701
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Phone: 407-588-0101

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Kaseya VSA – Basics Policies Part I

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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