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Kaseya Fundamentals Workshop

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  1. Kaseya Fundamentals Workshop Customization Developed by Kaseya University Powered by IT Scholars Kaseya Version 6.5 Last updated March, 2014

  2. What is Covered? • Overview • Color Scheme • Site Customization • Local Settings • Live Connect

  3. Kaseya Fundamentals Workshop • Overview

  4. Motivation • It is time to change the color, logo and Agent Icons from the Kaseya default to something more relevant to FIU.

  5. Customize Function Overview • Color Scheme: This function determines the set of colors displayed by the VSA environment. Color Scheme selection applies to all users within the same partition (on SaaS) or all users within the same on-premise KServer. • Site Customization: This function customizes the Logon Page (on-premise only), Site Header, Agent Icons, Deploy Header, and Org Custom Field Title. • Local Settings: This function customizes local settings such as Date and Number Format which will be applied system-wide. These settings currently affect the Time Tracking and Service Billing modules. • Live Connect: This function customizes Home tabs that display in the Live Connect and Portal Access windows. You can create multiple, customized Home tabs and save them by name. a b c d

  6. Kaseya Fundamentals Workshop • Color Scheme

  7. The Color Scheme Function • This function determines the set of colors displayed by the VSA environment. • Color Scheme selection applies to all users within the same partition or on the same on-premise KServer.

  8. LAB 1 Color Scheme

  9. LAB • Change the color scheme of VSA to better match the FIU logo.

  10. Steps to Change Color Scheme 4 1 3 2

  11. Progress Check • Do you know how to change the color scheme of your VSA to better fit the colors used in your company logo?

  12. Kaseya Fundamentals Workshop • Site Customization

  13. The Site Customization Function • This function provides the following tabs for customizing the user interface for all users. • (on-premise only) Logon Page • Site Header • Agent Icons • Deploy Header • Org Custom Field Title • Each tab is edited separately.

  14. The Site Header Tab • The following settings can be customized: • Logo: You can select a custom logo to replace the default logo. Click the Default button to reset. • Title: You can enter a custom title that displays next to the logo. Click the Default button to reset. • Header Height: The header height in pixels. Defaults to 50, which works best in most browsers. • Favorites Icon: You can change the "favicon" image displays next to the text of the bookmark in your browser. Customize this image using a 16x16 pixel .ico file.

  15. LAB 2 Brand the Site Header

  16. LAB • Customize VSA by branding the Site Header for FIU. Note: The FIU logos and icons can be found at: http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20Automation/K263/CustomAgentIcon.zip

  17. Steps to Brand Site Header 3 4 1 5 2

  18. Steps to Brand Site Header 3 4 1 6 5 2

  19. Steps to Brand Site Header 3 4 1 6 5 2

  20. Steps to Brand Site Header 3 4 1 5 7 8 2 9

  21. Steps to Brand Site Header 3 4 1 5 10 7 8 2 9

  22. Steps to Brand Site Header 3 4 1 5 10 7 8 2 9 11

  23. Steps to Brand Site Header 3 4 1 2

  24. The Agent Icon Tab • This tab allows you to customize the agent icons. • There are four icons showing the following states: • Agent online: The agent is checking in successfully. • Agent offline: The agent is not checking in. • Agent blinking: A message is waiting to be read by the machine user. • Remote control is disabled: Remote control of the managed machine has been disabled by the machine user.

  25. Formatting Custom Agent Icons • For Windows custom agent icons: • The format must be .ico. • The maximum size of 32x32 pixels is recommended. • The color depth cannot exceed 8 bit or 256 colors. • For Macintosh custom agent icons: • The format must be .tif. • The maximum size of 48x48 pixels is recommended. • The color depth should be RGB 32 bit color. • For Linux custom agent icons: • The format must be .png. • A size of 24x24 pixels is recommended. • The color depth cannot exceed 8 bit or 256 colors.

  26. Icon Names • For Windows Agents: • online.ico, offline.ico, blink.ico, and noremote.ico. • For Mac Agents: • macOnline.tif, macOffline.tif, macNoremote.tif, and macBlink.tif. • For Linux Agents: • linuxOnline.png, linuxOffline.png, linuxNoremote.png, and linuxBlink.png.

  27. LAB 3 Brand the Agent Icons

  28. LAB • Brand Agent Icons for FIU. • Ensure the deployed agents will also use the new icons. Note: The FIU logos and icons can be found at: http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20Automation/K263/CustomAgentIcon.zip

  29. Steps to Brand Agent Icons 3 4 1 5 2

  30. Steps to Brand Agent Icons 3 1 2

  31. Steps to Brand Agent Icons 3 4 1 5 6 7 8 2

  32. Steps to Brand Agent Icons 3 4 1 9 10 11 12 2

  33. Steps to Brand Agent Icons 3 4 1 13 14 15 16 2 17

  34. Steps to Brand Agent Icons 3 4 1 2

  35. Deploy Agent Icons • New agents will be deployed with the custom agent icons. • To upload the custom agent icons for the already deployed agents, all you need to do is to force an agent update on all of the managed machines. • To make sure the custom icons will appear as soon as possible, you can run the Logoff User agent procedure.

  36. Steps to Brand Agent Icons 18 21 22 20 23 19

  37. Steps to Brand Agent Icons 18 23 21 22 20 19

  38. Steps to Brand Agent Icons 24 25

  39. Steps to Brand Agent Icons 18 19

  40. Steps to Brand Agent Icons 18 19

  41. Steps to Brand Agent Icons - Verify 26 • If the agent icon does not show properly, even after running the Logoff User agent procedure, just restart the machines.

  42. LAB 4 Brand the Deploy Header

  43. LAB • Customize the Deploy Header for FIU. Note: The FIU logos and icons can be found at: http://users.cis.fiu.edu/~sadjadi/Teaching/IT%20Automation/K263/CustomAgentIcon.zip

  44. Steps to Brand Deploy Header 3 4 1 5 Press Delete 6 2

  45. Steps to Brand Deploy Header 3 4 1 7 8 2

  46. Steps to Brand Deploy Header 3 1 9 8 2

  47. Steps to Brand Deploy Header 3 4 1 2 10

  48. 3 4 1 2

  49. The Org Custom Field Title Tab • This tab customizes the titles of custom fields used to classify organizations. • You can assign values to custom fields using System > Manage > Org/Groups/Depts/Staff > Custom Fields.

  50. The Org Custom Field Title Tab 3 1 2