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Kaseya Fundamentals Workshop

Kaseya Fundamentals Workshop. Live Connect. Developed by Kaseya University. Powered by IT Scholars. Kaseya Version 6.5 Last updated March, 2014. What is Covered?. Event Viewer Ticketing Chat Desktop Access Video Chat Cleanup Summary. Live Connect Overview Home Agent Data

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Kaseya Fundamentals Workshop

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  1. Kaseya Fundamentals Workshop • Live Connect Developed by Kaseya University Powered by IT Scholars Kaseya Version 6.5 Last updatedMarch, 2014

  2. What is Covered? • Event Viewer • Ticketing • Chat • Desktop Access • Video Chat • Cleanup • Summary • Live Connect • Overview • Home • Agent Data • Audit Information • File Manager • Command Shell • Registry Editor • Task Manager

  3. Kaseya Fundamentals Workshop • Overview

  4. Motivation • Sometimes quick and simple system-related tasks need to be performed on a single machine. • Physically being present at the machine or logging into it remotely to access system tasks can waste valuable time. • Live Connect enables you to perform system level tasks on a single managed machine without interrupting the local user.

  5. The Live Connect Function • This function displays by clicking any check-in icon next to any machine ID in the VSA. • Each Live Connect function enables you to perform tasks and functions for a single managed machine. • A menu of tabbed property sheets in this function provide access to various categories of information about the managed machine and functions that you can perform on it.

  6. Live Connect Function Overview Desktop Thumbnail Machine ID Logout, Help, Collapse/Expand Left/Right, C/E Up/Down Machine Info Performance Graphs Function Tabs Menu Options or Function List Property Sheet or Data Panel 0 0 • Window Header: Basic information about the managed machine displays at the top of the Live Connect window. • Thumbnail View: The desktop of the currently logged on user displays in a thumbnail view, if a user is logged onto the machine. • Machine Info: Lists basic information about the managed machine. • Performance Graphs: Shows CPU % and Memory % performance graphs for the managed machine. • Log Off: Only displays if a machine user using Access Portal is logged in remotely from the machine. • Help: Displays online help for Live Connect. • Menu Options: A menu of tabbed property sheet provides access to various categories of info about the managed machine.

  7. Live Connect Menu Options or Function List Overview • Home: Displays customizable home pages in separate tabs, the Change Logon tab which allows changes to the user's logon information, and the Change Profile tab which allows updates to the user's Contact Info. • Agent Data: Displays the following tabs: Pending Procedures, Logs, Patch Status, Agent Settings, Documents, and Get File. • Audit Information: Provides audit information based on your Latest Audit. You can also perform an immediate audit. • File Manager: Displays two file managers; one for your local machine and one for the managed machine. • Command Shell: Opens a command shell on the managed machine. Defaults to the c:\windows\system32 directory. • Registry Editor: Displays the registry of the managed machine ID. • Task Manager: Lists Windows Task Manager data for the machine. • Event Viewer: Displays event data stored on the managed machine. • Ticketing: Displays and creates tickets for the managed machine. • Chat: Initiates a chat session with the currently logged on user. • Desktop Access: Initiates a remote desktop session with the machine. • Video Chat: Allows initiating a video chat with anyone. • Additional menu items display, based on the add-on modules installed. a b c d e f g h i j k l m

  8. Access Rights • Access to specific Live Connect functions depends on access rights in System > User Roles > Access Rights and Machine Roles > Access Rights. • All of the Live Connect menu options are enabled when the machine is connected to Live Connect. • Only Home, Audit Information, Agent Data,and Ticketing are enabled when the machine is disconnected from Live Connect.

  9. Note • You can customize the Live Connect Home function using System > Customize > Live Connect. • Event Viewer data does not depend on Agent > Event Log Settings.

  10. OS Support Menu Items or Functions available by OS: • Windows: • Home, Agent Data, Audit Information, File Manager, Command Shell, Registry Editor, Task Manager, Event Viewer, Ticketing, Chat, Desktop Access, and Video Chat. • Macintosh: • Home, Agent Data, Audit Information, File Manager, Command Shell, Ticketing, Chat, Desktop Access, and Video Chat. • Linux: • Home, Agent Data, Audit Information, Ticketing, Chat, and Video Chat. No Desktop Thumbnail.

  11. How to Access? • Live Connect can be accessed by clicking on the agent icon from any module function that includes the list of agents. • Live Connect requires a plug-in manager to be installed for the browser you are using.

  12. Live Connect’s Plug-in Manager • Installation • The user is prompted to install Plug-in Manager at the time of first logon. • Installation of the Plug-in Manager can be deferred until Live Connect is started for the first time. • Updates • IE and Firefox browsers will detect plug-ins that are out-of-date and automatically download them in the background. • Browser restart may not be required for these two browsers. • Chrome and Safari browsers also detect out of date plug-ins and automatically download them in the background with little to no user interaction required.

  13. Lab Exercises • The lab exercises you are about to conduct are intentionally trivial, showing you how most of the tasks performed using other modules of VSA can also be performed using Live Connect. • There is more than one way to perform the same task in VSA. As a general rule: • When performing several tasks on only one machine, use Live Connect. • When performing the same task on several machines, use VSA modules.

  14. Kaseya Fundamentals Workshop • Home

  15. The Home Menu Option • This menu option displays the following tabs • Home: A customizable page. By default a welcome message is displayed. Customizations include the URL page of the service provider, some selected agent procedures, and some custom links to additional resources. • Change Logon: Allows changing the user's Access Portal logon information • Change Profile: Allows you to update the user's contact information.

  16. LAB 1 Machine User’s Logon and Profile

  17. Reminder: FIU’s Staff • In previous labs, you created the following staff members:

  18. LAB • Using Live Connect set the logon and profile of the end user of ws1. • Username: eli-<USERNAME> (e.g., eli-johndoe) • Password: <PASSWORD> (i.e., user your own password) • Contact Name: Eli User • Email Address: eli-johndoe@scis.fiu.edu.fake • Phone Number: 305-000-0001

  19. Steps to Set Machine User’s Logon and Profile 1 2 3 • The Live Connect function displays by clicking any check-in icon next to any machine ID in the VSA.

  20. Steps to Install Live Connect Plug-In • If this is the first time that you are running Live Connect, you may need to download and install “LiveConnect.exe”. • Follow the steps in the wizard closely. 4

  21. Steps to Install Live Connect Plug-In 5 • If you were asked to restart your browser, simple close all the instances of your browser and reopen. • You would need to go back to the KServer and click on the ws1’s agent icon in a VSA function to run Live Connect. • If the plug-in has been properly installed, you should see the Live Connect function this time.

  22. Steps to Install Live Connect Plug-In 6 7 8 • If you were required to restart your browser, return to the URL of the KServer provided to you under the Connection Info tab in your Virtual Lab interface and use your credentials to login to VSA. • If you were not required to restart your browser, you can skip this step.

  23. Steps to Set Machine User’s Logon and Profile 9 10 11

  24. Steps to Set Machine User’s Logon and Profile Home • The Home tab is the first tab displayed (not shown here). • If the Home tab is missing from your Live Connect function while logged in as a Master/System user (note: the tab is missing from this page), go to System > Customize > Live Connect > Portal Header, modify the Welcome Text, and click save. • The Home tab is labeled as “Home” by default, but the name can be customized using the System > Customize > Live Connect function. • In a SaaS VSA, you may see other tabs labeled as “IT Center”, “IT Toolkit”, and “IT Workbench”. • Typically the Home tab should display: • A welcome message and the webpage of the service provider • Some selected agent procedures to enable the Live Connect user to run them on the managed machine immediately. • Some custom links specified by the service provider. • Multiple customized Home tabs are possible as in the case of SaaS.

  25. Steps to Set Machine User’s Logon and Profile 12 13 14 15 16 • To ensure you will not forget the password for different users in the lab exercises, we recommend you use the same password as for your own username.

  26. Steps to Set Machine User’s Logon and Profile 12 13 14 15 16 17

  27. Steps to Set Machine User’s Logon and Profile 18 19 20 21 22 • Note we add .fake at the end of the emails that do not exist and are used only for the purpose of lab exercises. • By doing so, we ensure the fiu.edu mail server will not be flooded with email notifications to non-existing emails.

  28. Steps to Set Machine User’s Logon and Profile – Verify Go to the URL of the KServer provided to you under the Connection Info tab in your Virtual Lab interface. 23 24 25 26 • To verify the end user of ws1 is now able to use the new logon information to log into Access Portal, open an instance of another browser and login using the corresponding credentials. • In other words, if you were using IE to log into your VSA using your own account, then you need to use Chrome, for example, to log into the VSA, using eli-<USERNAME>).

  29. Steps to Set Machine User’s Logon and Profile – Verify • This is what the end user of ws1 would see after logging into Access Portal. • This interface is very similar to a Live Connect function, but it is called Access Portal, which signifies an end user is using this interface as the connection to his/her machine. • Note the Log Off link, which allows the machine user to log off from his machine remotely. • Also, note the limited access this user has to the typical functions available in a Live Connect session. • For example, the Home tabs are not available to the machine user. • As another example, if the user uses his/her own machine (e.g., while using ws1 at its terminal, double clicking on the Kaseya icon in the system tray, which opens the Access Portal in a browser), the Desktop Access menu option is disabled. • You can further refine the access of the machine user using System > Machine Role > Access Rights > Live Connect.

  30. Progress Check • What should be included in the Home tab of the Live Connect function? • How can you use Live Connect to change the machine user’s logon information? • How can you use Live Connect to change the machine user’s profile?

  31. Kaseya Fundamentals Workshop • Agent Data

  32. The Agent Data Menu Option • This menu option displays the following tabs: • Pending Procedures • Agent Logs • Patch Status • Agent Settings • Documents • Get File

  33. Agent Data > Pending Procedures • Displays pending agent procedures and enables the user to modify the schedule, cancel, or run the procedure immediately. • Displays procedure execution history and the status of their past executions. • Among other information, it provides the execution date/time, status, and admin who scheduled the procedure. • It also enables the admin to schedule other agent procedures.

  34. LAB 2 Verifying Scheduled Audit & Patch

  35. LAB • Previously, you were asked to: • Schedule Baseline Audit • Frequency: annually • Beginning on January 1st through the 14th • Between 6am-6pm • Schedule System Info and Latest Audit • Frequency: daily • Between 6am-6pm • Verify that the agent on ws1 follows this schedule.

  36. Steps to Verify Scheduled Audit 2 1 3 4

  37. LAB (cont.) • Previously, you were asked to: • Schedule patch scans on Wednesday of each week from 6am-6pm. • Schedule Automatic Updates from 6am-6pm on Thursdays • Verify that the agent on ws1 follows this schedule.

  38. Steps to Verify Scheduled Patch 2 1 6 5

  39. Agent Data > Agent Logs • Displays the logs available for a machine: • Alarm Log • Monitor Action Log • Agent Log • Configuration Changes • Network Statistics • Event Log • Agent Procedure Log • Remote Control Log • Log Monitoring

  40. LAB 3 Agent Logs

  41. LAB • Check how frequently the agent on ws1 sends heartbeat signals to the KServer. • Check when the user on ws1 has logged off last.

  42. Steps to Check Agent Logs 2 3 1 4

  43. Steps to Check Agent Logs 2 3 1 5 6 5 5 • OOB (Out of Band) requests or heartbeat signals are being sent by the agent on ws1 to the KServer.

  44. LAB 4 Configuration changes

  45. LAB • Find out who has changed the password for the User Portal (a.k.a., Access Portal) on ws1.

  46. Steps to Check Configuration Changes 2 3 1 4

  47. Steps to Check Configuration Changes 2 3 1 5

  48. LAB 5 Agent Procedure Log

  49. LAB • Find out when was the last time the Latest Audit was executed on ws1.

  50. Steps to Check Agent Procedure Log 2 3 1 4

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