Automate Consulting Services

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Juliana Bridges
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Automate Consulting Services Remote Consulting hours Remote consulting sessions provide another option to receive personalized consulting based on your specific needs.

1 Automate Consulting Services Remote Consulting hours Remote consulting sessions provide another option to receive personalized consulting based on your specific needs. Our experienced and knowledgeable team of consultants will work with you and your team to gain a deeper understanding of how to maximize your use of all that is possible within Automate. Remote consulting hours are available to be scheduled in one hour blocks. We conduct interactive sessions with your technicians to cover a vast array of topics and demonstrate proper and efficient use of your Automate platform Topic Options Scheduling Identify your topics or needs, or schedule a FREE scoping call to determine them. Call your Service Core Automate Functions & Features Scripting Ignite Client Access and Usage Permissions Dataviews and Heads-up Displays SNMP Windows Patching Ticket Management Virtualization Manager Automation Redirectors and Tunnels Inventory Management New Release Functions & Features Monitoring and Alerting General Q & A Coordinator when you are ready. We will schedule your virtual appointment after receipt of the topics list based on your needs and your customized solution plan. * Consulting Sessions covering 3rd Party integrations require the integration to be complete and functioning prior to the session. Excluding PSA integrations. Topic Details 3rd Party Integration* PSA - ConnectWise A/V ESET PSA - AutoTask A/V Vipre Backup - ShadowProtect Hitman Pro Backup Monitoring (General) Anti-Virus (General) 3rd Party Patching Contact Us Session Length = 1 hour One Year Expiration Service Coordinator , Option 5 An explanation of what is covered in each topic s session can be found by clicking on the topic or scrolling down. Consulting Options The consulting sessions are to maximize your training knowledge. These are not intended for creating custom configurations (scripts or monitors) or for extensive troubleshooting of environmental issues.

2 Consulting Topic Descriptions Scripting The Introductory Scripting consulting session will give a partner a basic understanding of Automate scripting. The session will include discussion of the script editor, script usage, basic script functions and a walk-through of an existing simple software deployment script. Planning a Script Finding a Script Writing and Modifying Scripts Documenting Script Type Selection Using IF Dropdown Command Editing Ignite The primary goal of this consulting session is to explain Ignite and its relationship to the onboarding process, service plans, monitors & alerting and alert templates. What is Ignite? The Onboarding Group Default Automate Ignite Properties Ticket Throttling Permissions The permissions consulting session will give a partner a general overview of permissions in Automate. The session will include discussion of user, client, group, script, and contact permissions. Permissions in Automate, as documented, are detailed under each component. Permissions can be set at the user, client, group, script, and contact objects. User classes are a key component of the methodology. Permissions are assigned to the user class and then the user class is assigned to the user. User Client Group Script Contact

3 Dataviews and Heads-up Displays Heads up displays, or HUD s, are customizable collections of multiple types of Automate asset information, which can be organized into one concise view. In many cases, the HUDs are built from collections of information known as Dataviews, but can also be assembled from other pieces of data like custom sensors, web pages, alerts, images and graphs. In many cases Partners display these Dataviews in NOC/Help Desk areas, allowing technicians fast and up-to-date information about their managed devices. Overview Dataviews HUDs Sensor Panels, Monitor Overviews, Data Graphs SNMP Automate mainly focuses on using SNMP to get information, particularly information pertaining to device status (e.g. enabled/disabled) and usage (e.g. how many pages a printer has printed) through network monitors. Intro to SNMP OIDS (Object Identifiers) MIBS Monitoring an individual device Monitoring same device types Creating Internal Monitors for Collected Data Traps Self-Collection Windows Patching The patching consulting session will give a partner a general overview of patching in Automate. The session will include discussion of patching functionality & usage, enabling patching, patch management, automated approval and patch denial. Enabling Patching and prerequisites Manual Patching Patch Manager Patching Templates Automatic patching Ignite Patching Denials and Overrides Ticket Management Ticket Management provides Best Practices for cleaning up noisy items. Automate 2012 and beyond utilized Ignite Monitoring package which has several hundred default monitors set to Microsoft or Vendor requisites many of which are not real-time or possible in production. The Ticketing session will cover where these come from and how to tone them down after a client has onboarded their partners and begun ticketing and monitoring. Service Tickets Sensor Tickets Software Tickets (Classifications) Perf Tickets Offline Servers Tickets Reports/Product Keys Tickets

4 Virtualization Manager Virtualization is an industry must-have. Automate has engineered a Virtualization Manager that will help you monitor virtual environments for your clients. We can speak to the configuration and usage of the Virtualization Manager. Enabling the Virtualization Manager Solution Configuring the Virtualization Manager s global settings Configuring monitor overrides on individual Host/Guest settings. Managing virtual environments Client Access and Usage There are times when a Partners client needs or wants access to the Automate environment. Enabling In-House support or the Client Portal will fulfill the clients request without giving them unnecessary access to the standard Control Center. This limits possibility of clients viewing privileged information or making unwanted changes in the Control Center. In-House Support Client Portal Managing Tickets in the Web Control Center Permissions Permissions exist at the user, client, group and script levels and we can guide you in how to manage the permissions for each. Review of the default user class permissions Managing users Managing user classes Managing client permissions Group permissions Script permissions Redirectors and Tunnels Tunnels allow you to create a direct connection from the Control Center to an agent computer. This is established with a tunnel connection. Once this tunnel connection is running, redirectors can be established across this tunnel. Multiple redirectors can run at the same time on a single tunnel, connecting to different destinations. Starting tunnels and redirectors Using HTTP & HTTPS Connect Using proxies Using RDP Using Telnet

5 Automation Learn how to leverage extra data fields, searches and groups together to assist you in your own automated solutions. Create custom Extra Data Fields Create custom searches Create custom groups Tie all three together for automation purposes Use case scenarios explained General Q & A Have general product questions or would prefer to get training on a subject when the need occurs, you can utilize remote consulting hours for any type of product questions that you may have. Questions to be submitted ahead of the scheduled call. Inventory Management License Management allows you to manage your clients software inventory. Once licenses and the license count have been entered, Automate can automatically alert you when a client has exceeded the number of licenses. Adding product licenses Modifying a License Deleting a License Exporting Licenses Creating an Over License Monitor New Release Functions and Features Upgrading from a previous version of Automate to the latest release? We can assist in bringing you up to speed with what has changed and what new features have been introduced in the latest revision of Automate. New features like ScreenConnect Functionality changes such as user permissions Web Portal Easily manage service tickets and access client computers 24/7, from any location and any web browser. Technician use of the Web Control Center Client use of the Client Portal Web portal access permissions

6 Monitoring and Alerting Automate Monitors are used to evaluate the condition of any device and then perform an action when a specified threshold is reached, once reached you will also want to control how you are alerted to the condition. Internal monitors overview Remote monitors overview Different use cases for each and why one should be used over the other Monitor creation and configuration Alert template creation and configuration PSA - ConnectWise ConnectWise Integration is used to sync Clients to Companies, Contacts, Assets to Configurations and Tickets. This session is intended to describe and provide Best practice suggestions for your ConnectWise Integration. What is the ConnectWise Plugin? Setup Wizard Asset Management Synchronization Ticket Management Remediation PSA - AutoTask AutoTask Integration is used to sync Clients to Companies, Contacts, Assets to Configurations and Tickets. This session is intended to describe and provide Best practice suggestions for your AutoTask Integration. What is the AutoTask Plugin? Setup Wizard Asset Management Synchronization Ticket Management Remediation Anti-Virus (General) Antivirus product monitoring can be accomplished through Automate antivirus definitions when official integration is not available, we can walk you through this process. Create an antivirus definition for specific products Detect if this product is installed Is the product running? Is the antivirus product up to date?

7 Backup Monitoring (General) Backup product monitoring can be accomplished through Automate event log monitors when official integration is not available, we can walk you through this process. Creation of event log monitors for basic backup monitoring This is not a fully integrated management or monitoring solution A/V ESET AV management is all about finding the balance between protection and performance. When configuring your AV software, focus first on the software already installed in the environment you are deploying to. Then make the appropriate file and folder exclusions to ensure you can have your AV products features turned on without impacting the overall performance of the end users workstations, and any critical application servers such as SQL servers, and file servers. Enable ESET Remote Plugin Creating ESET Default Parent Policy Configure ESET Remote Plugin Create Default ESET AV Policy Create Group ESET AV Policies Deploy ESET Agents A/V Vipre The Vipre A/V Management consulting session provides an overview of the functionality and usage of the Automate Vipre A/V manager plugin. Enable the VIPRE Remote Plugin Creating a VIPRE Default Parent Policy Configure VIPRE Remote Plugin to enable communication between the VIPRE and Automate servers Creating a Default VIPRE Antivirus Policy Creating Group VIPRE Antivirus Policies Deploying VIPRE Agents Backup ShadowProtect The ShadowProtect Backup Management consulting session provides an overview of the functionality and usage of the Automate LTBackup manager plugin, and is specifically geared towards partners using ShadowProtect. Additional topics include license management, backup agent deployment and activation, backup job creation and monitoring using the LTBackup Manager plug-in. Different backup types and restore procedures (general overview) Industry standard Best Practices Automate server prerequisites Licensing how-to Installation method and walk through Creating backup jobs on agent Creating backup jobs via LT Backup console Backup Management - Editing/Deleting backup jobs Monitors available for ShadowProtect Dataviews available for ShadowProtect

8 HitManPro In today s IT environment, relying on a single malware vendor is not sufficient to guarantee complete network protection. You need a second source of defense to ascertain that your clients are secure from cyber threats. HitmanPro is a second opinion scanner designed to rescue computers that have become infected with viruses, Trojans, rootkits and other malware, despite continuous protection from up-to-date antivirus software. Creation of event log monitors for basic backup monitoring Plugin installation & configuration Monitoring of malware detected by HitManPro Reporting on Antimalware health Submitting false positives 3 rd Party Patching* 3 rd Party Patching extends Automate s Microsoft update patching to third party applications with seamless integration to close security holes and guard against attacks. 3 rd Party Patching downloads all updates from their server and automatically pushes patches to your client computers. With 3 rd Party Patching, it s easy to provide third party patch management to you clients and increase recurring monthly revenue for your business. Enabling Patching and prerequisites Manual Patching Patch Manager Patching Templates Automatic patching Ignite Patching Denials and Overrides *Requires 3 rd Party Patching license

ConnectWise Automate. What is ConnectWise Automate?

ConnectWise Automate. What is ConnectWise Automate? What is ConnectWise Automate? ConnectWise Automate is a remote monitoring and management tool (RMM) that allows us to actively track the health and performance of your IT network. We compile that data