The Setup Wizard

Version 6.3 of the Kaseya Virtual System Administrator™ introduces the Systems Management Configuration setup wizard. The setup wizard enables you to quickly configure and apply machine management policies for a specific organization. Once configured, these polices are assigned to each machine you manage on behalf of that organization. Policies govern many different aspects of machine management:

• Audit scheduling
• Monitoring
• Alerts
• Patch Management
• Routine machine maintenance using agent procedures

With policies you no longer have to manage each machine individually. You only have to assign or change the policy. A policy assignment or a change within an assigned policy is propagated within 30 minutes to all member machines without you having to schedule anything. Once applied, you can quickly determine whether managed machines are in compliance or out of compliance with their assigned policies. Compliance tracking by individual policy provides you with the information you need to deliver IT services consistently throughout the organizations you manage.

Note the following before running the Systems Management Configuration setup wizard on any organization.

• You can rerun the Systems Management Configuration setup wizard to select different options for an organization, provided you haven't customized policy assignments for the same organization in Policy Management.
• Running the Systems Management Configuration setup wizard means you intend on managing that organization by policy. If you modify agent setting manually after applying a policy, a "policy override" condition exists. For example, making changes to the agent menu of a machine using the Agent Menu page in the Agent module sets up an override condition for that agent machine. Overridden Policy Management policies will be ignored from then on. An overridden policy can always be cleared using the Policy Management module.

Running the Setup Wizard

1. Navigate to the System > Orgs/Groups/Depts/Staff > Manage page.
2. Select an organization in the middle pane.
3. Select the Systems Management tab.
4. Click the Configure button.

Note: In a new VSA with no agents yet installed, you may be prompted by the notification bar to run this same setup wizard for the myOrg organization.