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Copy Settings

The Copy Settings page copies selected settings from a single source machine ID to multiple machine IDs. You can copy settings from only one source machine ID or template at a time. But you can copy different types of settings from different source machine IDs or templates in succession.

Copy Settings and Templates

Machine ID templates are initially used to create an agent install package using the template as the source to copy settings from. But even after agents are installed on managed machines, you'll need to update settings on existing machine ID accounts as your customer requirements change and your knowledge of the VSA grows. In this case use Agent > Copy Settings to copy these changes to any number of machines IDs you are authorized to access. Be sure to select Do Not Copy for any settings you do not want to overwrite. Use Add to copy settings without removing existing settings. Kaseya recommends making changes to a selected template first, then using that template as the source machine ID to copy changes from. This ensures that your machine ID templates remain the "master repositories" of all your agent settings and are ready to serve as the source of agent install packages and existing machine ID accounts.


Click Copy to select a source machine. Once you select the source machine a second window displays the types of settings you can copy.

By selecting only certain types of settings to copy, you can avoid overwriting customer specific settings you want to keep, such as the Patch File Source, which is different for each customer.

Select the Add option to add settings to target machines without replacing existing settings.

The types of agent settings you can copy include:

  • Credential
  • Agent Menu
  • Checkin Control
  • Working Directory
  • Logs
  • Machine Profile - Refers to settings in Audit > Edit Profile.
  • View Collections
  • Portal Access
  • Remote Control Policy
  • Patch Settings
  • Patch File Source
  • Patch Policy Memberships
  • Fixed Alerts - These all the alert types on the Monitor > Alerts page except for Event Log alerts and System alerts.
  • Event Log Alerts - Includes copying Event Log Settings.
  • Monitor Sets
  • Distribute Files
  • Protection
  • Agent Procedure Schedules

Select Machine ID

Click the Select Machine ID link to specify which machine ID to copy settings from.

Spread agent procedure schedules when copying to multiple machines

You can distribute the load on your network by staggering this task. If you set this parameter to 5 minutes, then the scan on each machine ID is staggered by 5 minutes. For example, machine 1 runs at 10:00, machine 2 runs at 10:05, machine 3 runs at 10:10,

Select All/Unselect All

Click the Select All link to check all rows on the page. Click the Unselect All link to uncheck all rows on the page.

Check-in status

These icons indicate the agent check-in status of each managed machine. Hovering the cursor over a check-in icon displays the agent quick view window.

Online but waiting for first audit to complete

Agent online

Agent online and user currently logged on.

Agent online and user currently logged on, but user not active for 10 minutes

Agent is currently offline

Agent has never checked in

Agent is online but remote control has been disabled

The agent has been suspended

Machine.Group ID

The list of Machine.Group IDs displayed is based on the Machine ID / Group ID filter and the machine groups the user is authorized to see using System > User Security > Scopes.


Shows the machine name that settings were copied from and the time they were copied.