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LabTech TV

Client Health Report Support Webinar



  1. hard drives29:59, 30:03, 30:54
  2. operating systems18:05
  3. Joseph Smith20:57, 21:06, 21:13
  4. pre configured8:42
  5. virus scanner10:42, 11:17
  6. Knowledge Base articles36:08
  7. CPU usage16:39, 16:59, 17:03
  8. tech software16:13
  9. support channels23:46
  10. individual system22:17

Automatically Generated Transcript (may not be 100% accurate)

Hello and welcome to this week's support webinar. In this week's webinar we are focusing on the Client Health Report. Before we get started I want to make sure that everyone is comfortable with their virtual environments. In the navigation control window of the webinar you have the ability to ask questions. We will silence all communications during the webinar and use the questions window for primary interaction with the audience. We will conduct an overview then move into a demonstration followed by our live Q&A session. It is recommended to send in your questions as soon as you have them. Thanks for joining and let's get started. I would like to introduce our speaker for this weeks webinar, Bill Hennessey. Hello my name is bill Hennessey. And welcome to lab tech support webinar on the client health report. In this webinar we're gonna talk about how to update the current health -- Scripps. Will take a look at the health report overview. And we'll take a look at how the scores are compiled. Before we begin need to make sure the we have the right server control Centre version. In order to update to current script -- -- have version fifty point 170 install. You can find -- at support dot lab -- software dot com. Or I actually found mine on my RSS feed. In order to acquire the new. Daily health -- scripts and health reports will need to get them from the lab tech marketplace. To go to the marketplace you'll need to make sure that you're on your control center server. And go -- the tools. And lab tech marketplace. -- and it opens. So from here. Who wants you scroll down and highlight. Scripps. And look for. Now this is going -- -- to download other scripts that go along with that just go ahead and say yes. And you'll see them popularly down here. So now ready to update these scripts but we also need to make sure that we update. The results -- going to look a little bit different. So we'll go to. -- We need to walk grabbed. Each one of the -- to make sure we have all the updated Scripps. At our disposal. -- and you'll see that they as well population down here. From here you can go ahead and select update. I already have done this so I will. Move on. The first time your on the daily health check -- it creates all the new properties that dictate how the check performs. Once the health checks script runs increase the properties for even the dashboard. It's a good idea awaited near you -- -- the updated strip improperly gather the data. But for our example I'm obviously not going to wait so -- here will go ahead and schedule the health checks script. Will go to a group I'll select the all agents group. And go to scripts. As -- C area have -- scheduled. According to ignites it is a best practice to have this script scheduled. -- 6 AM. No need to add any parameters. You can't just go ahead and save this. Close that out. Now scheduled to report scripts. From the year will go to the dashboard. Go to management tabs. And -- is scheduled client Scripps. Once -- you can see add the schedule already. However according to lab tech ignites it is best practice to have the scheduled at 1:30 PM every day. This gives sufficient time in between both Scripps so you can get the most accurate data. Every day I need to repeat. And safe. See updates. Are close this out as it's ready. It'll open up my company. -- go to the info tab where these daily health check tab resides. On this -- you have many options. Server -- action workstations failed action. What these are asking is how you want the server workstation -- reacted if it gets a failing score in the health check. Do you want to do nothing do you want to record -- and raise alert or create ticket. It's best practice to at least record the stats that -- go back and add them to a report at some point. Some don't want the health -- record. AV or performance stats. For the servers. Here you can disable that. Same with the fire scanner. This works on both servers and workstations. Here you can decide which reports you want to run. And where you want -- -- to. Please note that it is important to have an email address. In putting heralds there will not be airport. Just some information for you. As you see -- several options here for reports. Full is not the most robust report. There's more information on all these reports individually it supports -- lab -- software dot com. However if you want the most robust report -- clearing now that is simply choose health report. And it's just another piece of information for you if reports -- days. -- tech will default to the most thorough report for instance if you have. Daily reports. Running and a monthly airports running the data at the monthly and the daily report -- -- It will default to the monthly. Make sure you save your work. And close out a client. Now we're gonna quickly go over the report itself. This is the first page in the client health report known -- the summary page. You'll notice the top left has overall client health score information for the day. Your top right has -- OS's. Middle left has what type of devices are detected. Mill rates at the -- -- space status. Bottom left is detected commands applications and alert information. And on the bottom right is the top five and the bottom five -- systems. Here you can see the detailed server report. On the top left is useful server information. Top rated CPU and ram usage and this is for the time period that the report -- Enron in this case it is -- the last 24 hours. In the middle is the record of the checks that -- run and the results. On the bottom left -- prevalence event log -- and next to that is available shares on the server. This is the workstation summary page and it gives summarized information on what workstations failed what checks. And the last page of the report -- a -- So where exactly do we get these scores from. Well -- based on properties their pre configured for you. The values can be modified to fit your needs. Each -- scores comprised of multiple checks each check is assigned a way to. The sum of all health check waits equals the health score. In these can be modified like I said at dashboard config configurations. Properties. And they will look like. What you see below you'll see script underscore DHC underscore and then the value. It does need to be noted that if you are. Making changes in the properties to not change the spelling of any of these properties because the check will -- not give you accurate results. If he do you go in and make changes to the properties I wanted -- -- Get an idea of what shall be looking at if you scroll down and find. The daily health check properties you'll notice that they look like this they'll say scripts underscored DHC -- begin with. Mod or -- and then followed by a value -- Mod stands for modify or and that's basically a -- -- -- threshold. And an example -- that would be a defrag percentage. And that value in there would be 15% so you didn't want to the defrag to go over 16%. And weights are used for compiling the actual score that goes in your reports -- an example of this would be if one of the checks is worth 50% -- the actual value of that property would be fifty and once again you can make changes to these. And it is important to note that if you do make changes to the weights. Make sure that if you have the health check weights and another health check way to make sure that -- equal 100. If you do not then -- report will return strange results. Now let's go through each check its weight and how it scored differently. -- start with the anti virus health Jack. This check will go looking for whether you have a virus scanner. Whether -- definitions are current and whether your fire Skinner auto protect. The feature is enabled. And you'll notice that to each one has a weight assigned to it to the -- scanner detected -- is worth 50%. So therefore if the check runs and it does not to detect -- scanner then your check is already down 60%. Next to it there's an example of the wait that is in the properties for this particular check script -- DHC underscore -- virus scanner found. Now like I said he could make changes to these. As long as with any -- they all equal 100% and as you can see in the -- -- fifty plus 25 plus 25 equals 100%. This chart explains the difference between the old way of scoring in the New York. You'll notice that computer one and -- were pretty self explanatory. Computer one passes all checks and to fails -- -- And in both methods -- new way of scoring and the old way of scoring they would either get 100%. Or a 1% failure. The difference comes in computer three. You'll notice that computers three has a scanner installed definitions are up to date to but the auto protect is not enabled. In the old message computer three would -- for the day with a 1%. In the new message -- you now have a 75%. Now let's say for example you didn't want auto protect and able to be part of the scoring. We would go to dashboard configured configurations. And properties. And redistribute this weight of 25%. As long as it equals 100% at the end of the day you can make changes in the properties. Another important note is that scores will not be applied retroactively when you update your health -- Scripps. Running the checks for weekly health report for instance. You'll have to have seven days of news scores to cycle out the old ones and receive accurate results. And we'll take a look at that here. You'll see that one and two produced the same results. If we take a look at day three we apply the new scoring. 3459%. The weekly however doesn't get the same bump yet because the scores are retroactive it's gonna take the rest of the week to cycle out the old scores. They'll take a look at the drive health check this one's a little bit more complicated. These are checked against each internal hard drive. For example the event -- drive check on a PC with three internal drives. Overall this check is -- 30%. With two out of three drives passing -- this check is only worth 20% -- The checks -- -- here are. Checking to see if there is a minimum drive space free and that's for a 15%. Is it below maximum amount of fragmentation and that's waited at 15%. Does it pass Smart tests and that's waited 40%. -- -- a recorded any dried -- errors. -- waited at 30%. They'll take another look at this chart. You'll notice that computer one and two pass and fail in both methods. Computer three has one drive that doesn't pass fragmentation check worth 15%. -- -- on computer three it's only going to receive half credits or seven point five for the frag check. In the old scoring the single drive would -- the entire computer for the entire day. Drive health checks are giving partial credit. All other -- checks like easier performance are pass fail or full or no credit. Now let's take a look at the virtual computer. Notice the big -- zero. The end to not get Smart checks in the old method this BM would return a sale on Smart and -- -- -- for the entire day. When the new health -- script runs it checks for -- If it returns true then the Smart check doesn't run and -- percentage for Smart is redistributed equally. Among the other checks. 13% is added to each of the other check waits for instance drive space is now worth twenty point 3% instead of fifteen. -- event errors is now worth 43 point 3% instead of just thirty. Here again you can see other weekly health scores applied. Computer three getting credit for the drives that passed and -- not taking Smart -- gives a significant bump once the new scoring has applied. You can see the weekly score slowly rise as we cycle out the old scores. Teachers and health Jack. This -- the event ID is representing a failed login attempt in the event log table. The default for this check is 25 which means that 26 would mean failure. -- you can adjust this in the properties that dashboard config configurations and properties. And there's a list of events that the lab tech looks for at support dot lab tech software dot com. Search how health scores are calculated. Now take a look at performance health. The first checked detects average CPU resource usage over a number of days and this is -- at 30%. The default number of days as -- there's another modify -- associated with this check and that's Max percentage threshold which is forty. So that means if average CPU usage over the last eight days is greater than forty but it fails. The next Jack is the number of hourly CPU spikes. And a CPU spike is defined as the Mac's CPU. Exceeding the average CPU by a certain percentage and this is weighted at 10%. -- -- -- CPU usage. And gets an average every hour -- -- CPU usage goes 10% over that hours average is defined as a spike the script counts how many of those have occurred in the past 24 hours. And if it's anything more than six and it equals the sale don't forget that these can be changed by going to the dashboard. Config configurations. And properties. Next check is to detect the average -- resource usage over a number of days. And this check is -- at 30% to. This works the same as the CPU and uses the same -- fire as CPU with an eight -- default. Again number of hourly -- spikes are rams -- is defined as Macs ran exceeding the average -- by certain percentage. And this is -- at 10% as well once again this works the same as the CPU spike. The last check done here is the minimum OS version and it's worth 20%. What this is looking for is operating systems at XP or 2003 server and above. Here's another example of how the new scoring is applied. Computer three -- checks one and two waited together at 40% -- the new score is 60%. Vs the old scoring which would fail them immediately. And get a 1% score. And again you can see how the -- scoring on. The service health check this checks for automatic critical service is not running since last -- -- Critical services are defined as windows services not drivers and not printers and not on the event blacklist. This check is on weighted so that means it's pass fail. -- take a look at the updates and health store. What this is looking for first is the outstanding critical patches that are not installs. Critical patches are defined. As critical updates and or anything with a critical severity rating. By Microsoft -- has a weight of 75%. It also looks for any outstanding elevated patches that are not install -- An elevated patch is defined as a security update or anything with the severity rating that is not listed -- critical this is listed at 20%. And lasting -- looks for -- any outstanding standard patches that are not installed. A standard patch is something that is not categorized as critical or a security and has no severity assigned to it. This has a weight of 5% to. The way that this is -- it is directly related to -- how many patches are available for each check. For instance if there -- ten standard patches available and you have nine of them installed. You automatically receive. 8090%. For that score because each -- is worth 10%. Here you can see the very large disparity between the old and the new scoring. Computers three has standard patches missing and it would resolve a failing score but not anymore now scores -- 95%. And you can also see what that does to your updated health scores over the course of a week. And as it has been said before the scores are not retroactive. So you see -- rising slowly. It'll take a look at the event health check. This is gonna look for any critical -- from the event logs that have been recorded from certain information gathering Scripps. This check is on waited so it's pass fail in any detected -- equals failing score. At this time I'd like to move to a question and answer session with one of our top developers Joseph Smith. Please feel free to type in your questions through the webinar and jolt you out. Would like to thank you for your participation -- my name's bill Hennessey and notes welcome Joseph Smith joked. This is Joseph Smith from the report developer with -- -- software and address and your culinary questions here we've already got a couple that we're gonna run through so let's go and jump into it. First question was when I go to get daily health checks for from the marketplace. It's listed as having local changes instead of update available how to update the script and that's -- -- Well but we can't do that is that you can just go ahead and check the daily health -- stripped. You'll load in all the dependency is the -- script go to the report you may see local changing on the air and set an update available go hand in just over -- -- and you'll and -- listen tomorrow and the marketplaces. -- update and a go ahead and update -- -- All right so our second question what is the difference between -- health and update helps this is a great question the -- we receive multiple terms -- the past that's part of the reason we update in the daily health check is that you could. Address the concerns that the existence of this difference between actual. It used to be that update -- was more focus on the number of critical patches that -- income on each individual system. If you had at least one credible patch outstanding would -- -- check automatic. Patch help is more focused on the number of hot fixes and patches are available for your windows systems. And we separate them out into three individual levels of critical elevated standard -- this has been -- -- of last year -- -- health impact review reports critic of the -- -- -- see -- patch was not installed and so -- So -- with this release we decided that. Wanted to fix that disparity between up to health -- parent -- partial -- same way. Update health now scores. The same exact message every day that passion health -- so for instance you look at your parents help on Monday that -- seventy check your update help for that day from -- computer is also gonna be at 70%. Instead of a 100% or 1% so you're gonna receive the same exact or that you see on her patch also TC that you're scores low. You insult you catch is you run the -- health reported in -- -- review reported in on that computer you get it up -- -- 95%. For that day the update health will be 95%. So now up to help his shifts from. Running measure of what your parents health has been over the time period for that report. All right so question at three. Hello I just the day of the week in the day of the month -- the health report is emailed us a great question we've had this several times through support channels. You look in the properties list that we direct you to earlier what you believe is the from the dashboard -- you. -- -- And then the properties -- you'll see that there are two properties there -- one is called health report email. -- month and health report -- -- week. Understood it to number values. Of those first one month is gonna be basically matching up -- in -- so if you set that value to -- it's gonna set it on the -- -- she said it's a fifteen minutes instead of on the fifteenth. You have to be careful about when you modify that number is it she said it's just -- 31. Because you want to -- at the end of the month won't not every month has 31 days so she tried to -- -- -- in September on the September 31 that it doesn't exist so people just skip over that instead of nailing it the next day so it's very important that you try to set back to mediate between the first of the twenty. The weekly email day it is a number based off of basic and that number can be sent anywhere between -- range of zero in 60. Representing Monday. So if you set that date due to which can mail it out on Tuesday she said to sixty may hold out on Sunday so on and so. All right so and so the next question. I assume that the updated scripts are already loaded for cloud version of lab -- we actually have not updated the cloud version of web -- for the daily health -- script hasn't yet he's been trying to make sure that a cloud installs are having universalist and that there -- affecting everybody the same time so to make sure that happens right from the -- first so we've held off on that on that version being installed and I believe it will be on the first of them. -- month I will need to double check that so if you have any questions on that you can contact support. The next question was why would you disabled EGM performance section of the reports costs a great question. That would disable section lets you choose for servers only whether you want to cover -- Eighty checks and performance -- throughout the -- process. There are some servers that you would want to disable the -- checks on their some servers he wanted to see what form -- -- excellent. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- System automation folder search let's underscore -- daily health check folder open up the daily health. -- -- And there'll be to have on the right -- you can click on -- -- what you foreign scripts. Will pop up window rebels say do you want to include. All groups in this or something similar to -- question you click yes there until list out all the groups that are calling the script. I think this question might have actually come from an ignore user. You vignali. Agent automation scripts as -- actually calls the daily health -- script it's automated as part of the process within it so. -- questions idea of them. Reports sent email to different people but we've never received -- now what could be causing it not to -- we've had this question coming to support several times it's really difficult for us to tell without taking a closer look at the system it may be something as simple as the way that we entered emails into the health -- email parameters. Or could be something more complicated like -- connection issue with your change server. So in that situation I would recommend contacting support at lab tech and they'll be able to invest -- system walk through with you and see what would be causing them. Station. What can we do about the services war. I'm assuming that -- question is referring to what kind of changes that we make to the properties to table for model fires and waits for services services are pretty much set up the same way that they were before where -- -- service fails the entire -- fails for that day. Now if you have a service says that continues to reappear in your list you can have that service European blacklist. And that'll prevent it from firing your service pork. All right so the next question some of the health reports used to include back up in the health report is that still included if so how -- -- this from the report. Sure in the past is that the report shows 0% for back -- and some clients and are using a back up service from -- that's a great question the backup section of the health report has not been modified from the previous version that's been out for the past year. So we still include this is the way that we have back -- set -- is that that section only runs when we are actually collecting back up data via scripts. I believe there are stats gathering Scripps. In the -- section that you can run that will go ahead and gather that information to -- -- stats table the daily health check is designed to check -- -- and associate with each computer that has a back -- running that's what's actually given us the score for Beckham's successor backup fail. Report that showed a 0% -- backup and some clients -- -- -- -- of service may wanna contact support about that to see if we can find out if there's a script that's pushing the value in for backup health that you may not necessarily want to be pushing in the next question how can we exclude VH DS from health reports. -- is for virtual hard drives. But only exclusion were doing were virtual hard drives this through virtual machines so if we detect that key -- and machine that is a virtual machine system which she conceived fuel into the computer -- screen and in the operating quarter will be about shift to talks -- there's one of -- says virtual machine if that flag is checked -- we -- exclude. Around that virtual machine from the Smart checks are running against the drive. -- We actually don't exclude -- Smart checks we we distribute the -- waiting for that check across to the other three checks so we're basically saying okay you don't wanna run -- its virtual machine because you're gonna come back with false positive so word -- just re distributed and make everything else a little bit easier so that it compensates for the lost amount on that a Smart check. If you have suggestions for other ways that we can detect virtual hard drives or other -- them are being affected by our virtual hard drive for hidden contact customer support and will take that as a feature -- -- access into will be able to change its future. Okay next question daily health check is no longer running after updates. We have any ideas property security missing as well from the dashboard. Like a little bit of follow as we wanna look into that -- I wanna call tech support for this issue if you have downloaded and the newest version of the daily health check and -- Has stopped running those properties are not visible and that means of calling have a problem with the script itself from going through now the properties only appear in the dashboard. After the first time you run the daily health -- scripts what's actually happening in the first couple lines he call me another script called -- properties stashed daily health check. And -- -- goes through and -- the properties table to see if there are any additional properties that need to be added in that may have been deleted the previous day. It also checks to see if you if you have the properties in their at all if it sees the properties in there it's not -- updated policy if it doesn't see that property name listed as an added in. As if she's there with default values so hmmm if you're looking to -- properties you can go in and run the -- properties daily health -- script -- -- that you'll be able to find that under system automation. -- dysfunction is -- of another question do you have a list of services are checked for the service -- we actually do what I can tell you that we filter that list by whether it's -- driver or not it's it's it's it's a windows driver we excluded if its printer we excluded. And finally we look. Look for the of -- blacklist. This is -- blacklist just -- Even 2012 might have been a little bit earlier this event blacklist which you need that the service steps should be automatically running and is coming up the -- -- you run the check so any service that's on that list it is going to be skipped over as part of the -- process. Under tools reporting configure manage risk for. We can change weeks yours well does this do the same things change and in the properties there's also an update client health scores option here to. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- teaching -- some questions user friendly -- the executive summary report in management report are also are actually health reports as part of -- health reports that the executive summary report it is actually the same as the monthly summary report in the management report is actually the same as the Motley -- reports so if you're looking to get those ports are -- scheduled you can go ahead and select those that names won't be the same but they are basically providing the same information. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Scroll all the way down you should see script underscored THE underscore -- -- And there should be a total of five waits for the performance section. Obi -- -- CPU spikes memory -- Memory average CPU average and -- OS version costs you can go in. And and reduces CPU spikes. And 20 and the memory -- -- -- zero. A gesture -- three up bounce between them so that they all add up to a hundred. And at that point you'll have effectively remove the CPU spikes in memory -- from Europe for performance health -- checks will still be performed but they will not impact your overall score for performance. I want to thank everyone for attending this week's webinar. This webinar will be made available both on the forum under Lindsey corner, and on LabTech TV under support webinars. I also wanted to remind everyone about the resources we have available for you online. By going to support.labtechsotware.com we have a variety of educational resources, including documentation, Knowledge Base articles, and LabTech TV. On behalf of LabTech I want to thank everyone for attending and hopefully we see you at a future webinar.

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    Welcome this week's webinar and my name is in times in teaching will be your trainer today. For the best practice. On templates in groups. So we're gonna first start talking about Roberts. Let's look at it over. Groups are the vehicle that deliver your services. They manage and maintain a while flat text features inherited by it's automatically doing group members. A purpose. Considering groups or the back. Of your configuration. Improper management of those groups can lead to an efficient. Confusing web containers. However by managing groups and organize and scalable way you reduce complexity. And provide other indirect benefits such as reduce review time and reduced new employee training time. So we talk about groups groups are an easy way to organizing maintained in need to your clients. This is also. A good part or we can stop impulse. When we go to a client. And we gain that clients' confidence and business and we tell them yes we can deliver this SLA agreements adds we said we can't. We are deliberately lean on these groups. And LabTech to produce that. Services is that it says. This is the vehicle to deliver the services to decline so it's important that we understand how groups work. They can. Basically have a whole bunch of things configurations. Manage services monitors. All delivered through groups scheduled scripts. There's no sense and manually having a technician over and over because these are these machines are at a particular group to assign this piece of software. They don't need to manually do that we can go to the group schedule. The scheduled to have. Dough and select script it's automatic and hopefully the software to that group and we know it's gonna be consistent and predictable. Patches can also be viewed at group level. Any customization we may want to make. Now it does belong to multiple groups players. No way that you can avoid this and don't let this computer get you confused. If you take it out and out there what is the one group that all leave it's a part of regardless whether we place on there not. That would be the all agents group. So if I go into LabTech. And I go under groups. We have an all Egypt's group. All the computers that belongs here LabTech system. Apart it is group. That's just the default way we we yeah we set it up through lab tech. So be aware that if there something I wanna deliver to all my agents and LabTech a certain software. I can come up to schedule scripts. I can find that software. Under my script drop down. Fine whatever script the leaders that software. And I can apply here. So one that I want to keep mine is make use of these built in groups. A lot of times when we do love in house training and I see people come to the door in the AD due a lot of behind the scenes that tree to room groups that sometimes even pre two room service plans. And many do a lot of work that has already been done for them in the product they wouldn't know the flow of the product. To just keep in mind goes through here what is already made out forming. It. So say and it has belong in the war of one group you can also see on the computer management screen. The effect the policy tab will show you what groups. This machine is a member up. And you can look at that way. Howell does it know. How does the group know what machines to be part actor well this is all comes together with all searches. So as you can see here. We have the older doing search computer types all computers to see just like are all agents group that's what it is so it means any machine. I don't care if your laptop desktop server whatever you are you're getting industry. Why do we use all are doing searches. Because we don't want to try to drag and drop hundreds of computers are actually thousands of computers that successful. We have to have an automatic way and a method to produce. This consists. So we use and for predictable results. Consistent policy. Remember that groups of rebuild every thirty minutes so this all or join search. On every group will look at this and say okay what do you ask me to put in here and that will rebuild every thirty minutes any machines that have. Not already been pulled in the district fit this criteria. Will be part of his career. You can also right click on the computer from the navigation tree and select edit groups when you do that you're gonna see a list of groups. That this machine as part. And a machete that live in the product. So I just go to any computer. File machine. Right click edit group and now I can see all the groups that this machine is part. Now I could select one. And say add to this group but and a half an hour. What is this all order joined for this particular group does not fit. This computers cracked year that I am selecting. And a half an arched an injected anyway. So keep that in mind if you were to use this. Now a group itself let's go into a group take a look somewhat open up. My test group which article Tampa. We're gonna just take a second and go through group. Obviously we Neiman intuitive so this must does group pertains to any geographical area such as can't. The ought to join search here says computer types and we're only allowing laptop computers to join this. Now we come over here to this massacre check box. This is basically legacy. Before we had priority is associated with templates we are using the master group box to allow one group to override it not. I don't wanna confuse anybody out there and a what I want you to pay attention to every time you create a group. It should always look like this. We call this the blue blocker at the pre how massacre. And that just means keep this group static. There's three different spots. There's clear which is dormant. Which if another group had this checkbox. In the met the same always searched it would remove. The clear one it would take the computers out of the clear one and put it into the check box. But since we follow the best practices that. Earning here today and we leave home. This way grade out. Then you're not gonna have any issues with these boxes stealing computers. Out of groups. So the reason why bring this up and I do and all my classes. So that you understand troubleshooting steps here if I created a new group. And unfortunately and you right clicking create a new group it does not automatically greatest pops up so the first thing you wanna do when you created new groups his name and intuitively. And check this box or degrade out. And that's all you need to know. With the master group talks. We have our templates and template priorities. We're gonna review templates by itself in just a moment. I just keep in mind the priority. In this situation to lower priority number trumps the higher prior. So meaning if I had a one here. One has more presidents. In this number eighty. One tea tree 4567. All of that has more. Authority than what I have it set at. Use the Black Friday analogy here us in the states and crazy about shopping thing. So if there's Black Friday and you spent the night on the curve on Thursday morning and you're the first wanted to lower your number one in line. Your gonna get the big screen TV for each person that walks in that. They may RD Beagle. So keep that helps me remember the priority level account works. Can. And then we have linking. On we're not gonna be using linking very often because you can't link it group to a particular client. Gets what. We have the all clients are. So when I select this you can see that these groups which represented my clients. Are deliberately. Look like clients they have the scene. Com. Basic little tool is if I come on their clients. Okay so I come back here and I click on one. That brings me directly to the client screen. That'll help me when I'm trying to do something with the group pertaining to neckline so there's two ways to get to the group you can hold down the shift key and double click. Now you're at the group for acne. Or you can simply right click and select edit group. And that beauty to the scene format so you can make any edits to groups that you need to. So keep this in mind any time you wanna apply a certain piece of software. Only to this specific client you do it raid here under the all Klein's group. You don't have to create a new group and pop that link that client. You just use what's already in the system forward. Okay moving on. Its merits. Little refresher out there what do you mean it's there's do towards. They allow us to suppress alerts. And were scripts what I mean by that is that say this Tampa group. I got a call from the physical site and they said look my whole. My whole clients Helen now T ones are going to be. A shuttle for a period time and I just on the makes you aware well if this group obviously is part of that client and I could do this on the client to. I could come down here and set I mean it's. Let's just say it's gonna be on Friday so I'll select Friday which is already built force. And then they know what it's actually Dylan I can click edit. Okay. So from 8 AM for sixty minutes. It's gonna suppress everything Booth alerts and scripts. Rate now I want you to be careful some people will on the highlight this and highly boot scripts and alerts like this and say save. This will cancel out the maintenance. That's why we have the everything. Okay so you cannot highlight both of these in expect this to work you can alt you can select alerts. You can select script individually or if you want on both to be suppressed everything that's what it's therefore it's C. It. The other parts permissions. Permissions for each group. Only live within that. So if I come here to Tampa and I select the LT ad men and I say you can do all this stuff. If I open up another group any other group and I select LT admin and I checked other boxes. And I hit save. That's only gonna apply that change to that specific group. Think about it wouldn't be scalable product would be scalable we could put different permissions at each different group if need be. Saying you have to do that I'm just saying you can't so this is another way we deliver our services to our client I can come in here and say that it can't the group. I made it very clear to this individual. That I will never let anyone. Let's see. And Al registry editor. I will never allow registry editors and but it makes any changes to the registry so make sure all his machines are put into this group with ought to join. And then I'm going to make sure the LT at humans do not. Have the privilege to edit the registry and I it's. Now Malcolm Mac in and open that up. A logo back here and you can see how it see this setting if I were to try to open up the registry on machines. That a part of this can't the group it would say sorry you you cannot do that the group permissions on the house I'll. Okay. So the other thing we want to talk about is the only joint searches these things are very powerful. We're gonna concentrate just on groups today the let me give you a scenario if I wanted to fines. Any machines that had a bios version version six point whenever. Across the fouls and agents. Act created custom search. Which I would do under searches here. Once I created and saved it that search would be available on their searches. And then what I can do it second opened up a group create a new group whatever works for me. I could find the search it I just create it. Select it and hit run now. Way to half an hour dizzy refresh. And then it's gonna look for any machines. That have that biased version. It's gonna be thrown into a group. I can go over to the schedule scripts that I can find the script that's a flash that buyouts for me and upgrade it. Whatever that would be I hit save and look at that. Just showing you how powerful the older doing searches can be. I can literally find fifty machines within 2000 they have a certain Botsford. And assigned software to flash upgraded. I can do that wants a comfortable on their thirty minutes flat. Now here. I wanna try to explain something the limit to search first of all anything that has this checkbox you're gonna be able to tell. Despite eyeballing groups here because when you look at your group's. You can see how he all ages doesn't have one. Any other one has this little by knocking their icons. Mean that when when you open it up it's using them to search. Because he always entered is not filtered the only just you're says hey all computer types any computers can come in here. But my tip the group says specifically. Laptop computers. So now let me explain how you can use this for your benefit. Let's say. That I have this set first. To all computers. So it's there with mean computer types. I'm an it do all computers. Now I have all computers checked the limit to is really not gonna matter at this point because it's gonna take all the machines regardless so the reason attack. So I don't have a check I hit run now what's gonna happen. Look out all my machines LabTech so you guys all it is cry tears and dolphin in the Tampa Tuesday it would the only difference. Now I'm gonna explain how limits you. Could work if I go and I select like I had before it this check box. Before I do that I just come down here in new computer types laptop computers and check. It Ron now all right we have now. What is it gonna do it's go to Peru and every machine out of that group that does not fit. Laptop. Some areas. So it's gonna say desktops servers you're out here I'm only looking for laptops. It can be very beneficial and lot of people notices in the product so what I mean by that is. If I go in and I had it backed all computer types. Some amiga back here. I region we had all computers. And it. Like come in so it pooled in all the computers. Into this. And then you know what there's an animal figures by using assessment theaters and I had all the machines in here. But going forward a legal and forward. Ly one. Laptop computers to join it's just for whatever. So I did have desktops servers laptops all of them in here. But from today going forward I only want new laptops two desktops so if I come in here and I do this. Is negated before. Oh only computers that are mapped out and I do not check this box. And a half an hour what do you think's gonna it's not gonna reject. Anything that was and it prior. Because I don't have the limits you to it's gonna keep all the old desktop sensors. In any laptops and prior and now it ski and only looking for new that talks to join. This can be beneficial in situations where. You have a again you have a group it has a bunch of machines. And you want to make sure because the old or older machines need this third party product that your delivery. Charts. At some third party software. And then going forward you're saying you know what I only wanna delivered as software it to laptop machines not gonna go forward with a desktop answers at this like this. And at that so there there's a good way for me to explain. How that work. Okay so then it's huge is basically says you're gonna only poet exactly what's here. And then if I uncheck the limit to it's only good of all where and when it sees here but if there's anything else that's already in this group. It's gonna allow the stack. So you use that it's a bit of a shortcut for a lot of people that are looking to gain that leverage. Schedule scripts just like we talked about. Is where I schedule scripts so here I have set his master. I'm gonna say. Any machines I put in this camp or group I wanna set as a master computer. What does that mean. Reviewed again that means as opposed to checking in every five minutes you're gonna check in every thirty sects. Ike internal my internal monitors here. Absolutely we are return on our internal monitors and set dealer templates I can look at any remote monitors that are being applied. Esther. I can also view my patches. Now we always. Install it's set ignore and so on our patches to patch manager but we can always come down here to the group level C its its place. Under info would be in the Yorkshire data fields and are status gauges. As cubism visual about what's going on within this group. I missing patches failed patches and so. Now let's turn our attention to templates. That's a templates apply agent configuration settings including those for windows updates. Agent brandy remote access policies. Eighty policies just to name a few things that templates can view it. They are assigned to agents doing agent deployment. Or by LabTech update configuration can keep in mind priorities applied on the group determined resolving configurations. That's the priority number that we just explain. So LabTech and does allow you to stander lies that heater a group of agents based on criteria that five. So temperature used to apply rules and behaviors agent's been longing to the group adds a very clear. And created definition of what templates do. They can set inventory schedules. Branding. Cashing. Patch install on reboot when there's. We talked about the priorities are used to set the order of how groups are applied to agents. A list lives so one will take presidents before night. Make sure you understand that gonna go back and take a look at rate now. So if I go into a group any group. And the way LA to explain means is by using only transcript because if I said to you guys out there. You want to make sure. That all the machines and join your LabTech environment always have the standard Brandi the always check in that this certain server they always do this that you know. So if that's true. You want to apply the consistent changes across the board. All legions group because remember I said doesn't matter like they're not on your computer and deletes. And you wanna go in and selected default template that would applies to the allegiance group like he fall out of the box. And look at the priority of ten. So you just said. Which is told me Anton that you know. Ten is not an area for you said one would take precedence and that's correct. Because what we do is we fit everything into this that we want to be consistent across the board. And that way if I choose on the tee up a group. Attic different template. To make a modification. Today machines that belong to that group and I put an. Each supersedes and that means if you're and his group you're gonna pay attention when I set the template but if you're not and is grouped. You're probably gonna go ahead and just get what's delivered but at the fall template which is in the oil leaked. So let's take a quick look with in the templates. The first thing we see is server address. Okay you can have up to five different addresses separated by just like some. Now why would I have to fully qualified domain name and an IP address. That would vehicles I don't wanna. Have DNS bring all my age install. So to fully qualified domain names down because the announced they're heading use the IP address. Okay what's the next I team may be that's a secondary line at 91 went out which is my first two weeks. Now I have my backup files. He rules raid server and it still checks and that. And editorial use schedule. This is the concept sane when you send the event logs do whatever it says here's schedule. And if it says not set it still doing something so let me show you one it's easier to recognize I say I have it set for desktop. A bit of information. Every day success TA in repeats every four hours. So at tech is basically a database. In the only way that that database is updated periodically. It's through this schedule. Or if you Mattingly San. A command it. But this is what feeds lap this is a very important concept or product. So you can see update configuration hardware. Disk processor. Software all this information is sent. Needs intervals if these generals do not work for you. She guessed that you can create your new one name it whatever you want set whatever schedule you'll. Folders in cash. This is something that we went through in other. Webinars basically this is for cashing he tie this into your location information. And you can have all year. Patches cashed that say your server down its cache locally added location. And then delivered via with and the location opposed to each machine now. Eighty I want everyone I have my little art guy that's the room we use so I'm gonna load that that's what everybody's gonna see across the board. Our access modes basically tell us how to behave when we go to access a computer. So when I go to access this computer. Registry it's gonna allow me to a raid away I could say. Asked that allow which means it'll ask at the end user have a box for ninety seconds they can access your registry. Ninety seconds go by he doesn't answer I saved and allow allow me to do. I could say ask the user for registry and then say the nine. So in a more tight knit type of environment its status does prohibit compliant consumer financial institutes in institutions. Again I'm delivery in my services from like group the template as part of the group. And I tell that person no worry. Any time I wanna access your registry for any information file explorer I'm gonna say yes and I'm gonna ask them if it's okay. If they're not there are unwilling to answer me I'm not do it. And that's how we need a lot of these. Standards need to take place saudis access messages tie in the us so like AD access message and I say okay. When I restore restart or log off your computer. I'm gonna send this message cannot read you your computer pretty please with sugar on top. And of course there's and now and then they ask well let's like and in reviews and our service tickets the rest of this you can take your time going through. Just won the gets a little familiar with that now the flow is what I want you don't. So I'm at the default template. And I told it to do generic disk that the other thing because that's what I filled out and has very low priority. I'm gonna go in the mightier. And I created a new template called class locked down and I gave it slightly more important. Number eight he is lowered and and so it's has more authority. Now if I click on the list. And I were to change anything here. It would over right what is being done it all agents group default. He would over write so if for some reason let's just say brain. There I have the little ignite fire head guy it's his concentrate on the very simple if I were to select this. I hit OK and you see that this has an. So any machines any laptop computers that are part of this group. And automatically get that little icon in the tray. Oppose. To this. Because it has a ten. And we normally give on the art ran. And I she wears some partners will use this just isn't that a fire they say you know what I do like tree other. Groups or I go to my managed 24 by seven group. And I'll go in the template get a slightly lower priority than the all agents I'll trough the default template. And I'll put a different icon and I always tell my technicians. If you ever see this red dot in the tray icon take as long as you need to make sure there are a close partners or a plus clients and we wanna make your regular higher standard. K they bought the maximum they ball or whatever your service on highest service agreement atlas. That's a very easy way to understand how templates and priorities work. So templates are tied to groups. Manually using update config command. There's only two ways that updates the templates are going to get pushed back down. Tutor group so I want everyone to be comfortable and everyone on machines. Now the other the wait is gonna happen automatically if I hit. Edit the seams can all on this group remember I told you I go schedule. Even if it says not set. This first one update configurations sent everyday at 2 o'clock and not repeat. This means if you're using the not set schedule which is actually a schedule it's in the product. Everything is sent at 2 o'clock. So if I made a change to my template and I told to use this different brandy if onset on the schedule and I don't do anything manual. It's not gonna take to change until 2 AM that that. So. That's said. There's another way to push updates to templates. Down to the computers and that is to do a right click. Commands updated so if I go out here. I find that complete it's a it's Tampa I can right click. Commands. Inventory. Up they can take or Reese and everything is also Europe but pay attention to the deacons. Yup they could say has now sent. Commands to every machine that's in that group and says hey someone made a change the template you need to grab it program now. I would feel more comfortable best practices always when you make a change your template right click on the group commands inventory update music. Now you know your machines again and automatically. You're not dependent on any schedule time. If you forget like we said it only happens to a and you may be two in the afternoon on what's going wrong optics are now it's working it's waits it. You gotta remember to do that manual. Up to. And that's what they're illustrating here. You can. Have this happen at the entire client level location. Group right click just on a computer do it to make sure they're comfortable. With that. Or before I ask you guys for any questions at the end that's a little review see what's on and here. Blanks are used to separate your clients to more manageable areas. Guessed it. That would be groups. These eight in the configuration or use to apply rules and behaviors agents. Templates. End tablets dubbed blank tab allows controls to be set around how critical functions are utilized to access the workstations servers and laptops. This type of functionality can be utilized in environments that required additional layer of security such as health care or financial institutions. That was our. Axis buttons. What type of group can remove members from other groups. And we said the master. The world we gotta remember that all groups in that tech today should be great now we have that issue. Thank you.

  2. Utilizing HUDS and Dataviews in LabTech Support Webinar

    Fri, 12 Dec 2014

    Welcome in this week's webinar my name is accounts into cheek I'm a trainer here LabTech. And this week we're gonna walk you through the best practices. Of working with hoods heads up displays. In data views. Let's look at the overview. Heads up displays or hoods it's commonly referred to. So hides you would see most often. Around he knocked area network operations. These would be only limited. Tedium malice space that you can fit on a screen or projector. And could be. Sub let it into a few different when dues within one monitor. Let's say one looking at client health score. One looking at patch management and help patches failed reinstall. It may be along the bottom we do a three. Tear window and on the bottom we have ticketing all new tickets that are coming in to be dispatched. The purpose is to create instant visibility of very specific information to core bride assistance. And data date task. So we just said that we may have this monitor up with failed patches. New tickets but the best thing about hodes. If there are used in conjunction we data views. There livable workable areas. I can literally work and click on a ticket. And worked that ticket to completion rate out of the hood view. Or you can use hodes simply to be notified. Of information war. In some cases some of our partners like to use it. As a kiosk type situation where they would literally just put up their website and support information in one pane. Column show threats. Hacking threats through a web site in another pain. And just just for visibility information may be even selling. Their services to their clients. So there's a lot of different ways you can utilized parts. Heads up displays are customized views. We said there only limit to the size of your monitor or screen projecting content. You must have super admin rights to initially create the hunt. Once the Hud is created we can go in and give permissions. Two other user classes for edit ability or to read and sale. You want to use hugs with data views that's why we're taking today's webinar and we're introducing hugs with beauties. So inserting data views would for a complete interactive experience for your technicians. Because data views or would allow you to. Actually drilled down into the machine that you see the information. Be in displayed from. Let's say it's a processing. And showing all high processes I can select the process and question and bring up the computer screen TV agent. That it belongs to. Go to the process tab on the Asian. And maybe kill it only on that particular agent. Alerts and statuses. So anytime a monster fires off and it's not set to send. Alert directly to a specific person or create a ticket and each is says reason alert. You're gonna see the alerts and status information so there's a hood generated forces by. Failed monitors. This is also key fall and a box any monitors that have failed that are not in a state of active you can see their monitors. And you're out operation center. This has a couple different things that's incorporated into it that we feel are common pleas for most of our partners to be aware. So let's go in and take a look at some of these. Where do relocate hodes. Well directly up in our main. Toolbar. On their heads up display. When I select had built a heads up display. I have my alerts and status is that we just talked about let's take a look at that for a second. K were in a limited environment so we're not gonna have much information here. We also have the knock that we just talked about network operating system. Distance kind of neat we'll take it time for collude. And when it finally comes up you can see that we have our offline agents. Are being viewed here. Our new tickets any new tickets that are coming and to our servers me and viewed and here's where our failed monitors in our monitor health is being checked. So this is something that is creative bio lab tech for you'd take advantage of now because these are data views especially here at the top. We are able to actually work goodies and these are offline agents I could write click to this agent and maybe I could run a script if I need to. So I Keiko. Client scripts and maybe run something that is a client script if I if I want to I can also double click on this itself. And look what it does it rains alt that EG computer. Even if it's offline it's not connected shows you that down here below. But I can still bring up this aging computer may be I wanna go to the commands tab and Stuart you know some of the list commands that percent. I can go total alt tab get information from this machine. This is why using data views in conjunction with hugs. Or very. Important. To utilize. Over here I have my tickets so I'm not using a PSA and maybe I'm just using LabTech internally and I'm gonna go ahead and be able to open up. These tickets. View the information about the tickets. And completes a ticket. So I can work it all the way through until I can finish the ticket and close it out. And a month of doing this all from Holland. Not from within the controls. Let's take a look at some other ones we have close that out let's go back on the here you can see we can creator of so like click on this customized that we developed I developed earlier for this presentation. You can see we have a whole bunch of different things. Today we have some gauges that are showing us some client help. I can right click on a particular gauge. And configured. So I can come in here I'll find the want to showing missing patches and just say you can see that you can change it I'll change it from a circular. To maybe me digital. Face for that information. It's saved. And exit and you can see how I can manipulate. The gauges with in the stated. Over here. At the top I have my maintenance windows so these are literally the maintenance when those about double click. I can see. The Monday maintenance information. I can right click. And just view this information here. At the bottom I have my templates. Templates. Federal my alert templates these are the templates that we apply within monitors to say came in this monitor reaches this threshold and shows that the drive space. Has only 20% left. Notified this person so these are all the alert templates that we keep that are usually located in the dashboard. But I want this particular user to be able to work with these. So we can get here I can edit template. And rating here I can see what it's as though I can add an older need being. And I can view which each one of these templates are. And may be I want to have him couldn't somehow to leave Omer added own produce so. I have my tickets summary information in this one though. Notice how these windows can be moves around. Skilled higher or lower if you need being. And I can right click and refresh the information within. These ones. Okay so orders viewing a couple that we've had already prepared for you. And as you can see when I roll up tots. It opens up the menu drop down for me to get to more. Information for these hugs said I can customize. Let's look at one more. Patch status. That's who we have in here for patch status. This looks pretty nice and sick we put a lot of gauges and so it. Now as you can see they do you take a minute to loot especially if they're more graphical. And we do so we have a lot of different gauges showing us updated health. That failed patches needed approval. So on and so forth. This may be something that you want your technicians just to keep up on the screen with an eyeball reached just the case. So keen. A curse may be another good practice will be ige is brawl on a new client. I bring on a new client I wanna create a hood a heads up display for that new client. So that works keep in our eyes in these for our sixty day ninety day probation period we always like to keep it extra attention. You know make sure we iron out all the problems. On that new client raid away so I want my whole not department the key to rivals and some honest. I could create a custom hunt for that. So how do you create a custom mode. Select new heads up display. Called us when webinar. And now we open up. Two or hood now it's just a blank canvas notice when I roll my mouse over to top. Aha I get the menu drop down this is the seat real state this is to allow for the most visual amount of space for a hugs to display. So I come up here. Remember that I said you had to be as super admin to create hood originally want to hit the drop down on the options. I want to do two things first all. When I create good and the first thing. It's a wanna pick the layout so I'm gonna go to configuration. Layout and I'm gonna take the way I want this hide. Interface to look I wanna double stack east side by side double stacked with aside that's what I'd like. The reason why is let's say I've already put information in here and I'm gonna had something really quick. Not really looking what I am selecting. Can out great great and then I find out you know what I need a double stacked in the side so many changes. And I go to layout panacea doubles that put aside. Not changing layout it will remove all. The data items and start clean. So it's literally telling you it's gonna lose everything maturity worked on I say yes you can see that that's workers. So it's important that you come up on the configuration in secure lay out first. First thing I do is take my layout doubles that the side. Sure. Now I'm gonna come over on there options and view my permissions. My discipline displayed permissions can go to my dispatcher. Just do a wanted to time. And I'm gonna make sure to my help desk users can do that. And of course my LT advance but for editing purpose. My edit permissions I'm only gonna give TL to advance. And I also like to give a little more permissions. From edit permissions to my knock user class so now I have to I want to be able to just view these things. And work with them and you can actually edit them add different than needed to use different sites or whatever anyone at. What I do is I get where I want this thing okay it looks good to me I'm gonna right click. And then we're gonna come back because we're gonna discussed dvds so I'm not gonna add the and then now but if I wanted to I could just go out to a web page. I could typed in. A web page. And add. A web page in here. So I could come in here and add LabTech dot com that takes offered a column in little that. Maybe this will represent. You're tech your your MSP support page may be just represents. History information about your MSP. I seen where people like to go out and find web sites that show. Real time hacking. And neatly put this in Ernie showed words oh look at all these attacks that are going on and they put client hell scores next to it and what they're really Dylan is there. It's more of a selling point to their clients are saying hey we keep an active local what's the impact throughout the country in a world. And we also keep an eye ball on all of our clients at the same time to see if there be an aperture. And the Indies tax. Can't whatever you want to use it for there is a lot of different things you can do we can also just right click. Because we're gonna create this is something for clients. You know something for a clients to look at I could actually make it look. Decent by putting color behind it and then adding something to. I can tell it to set equal size. Maybe it's not what I wanted to packet switches. Hacking coming here. Add an item. Client health. So I'm gonna go ahead and add all my client hell scores and you're. And that's today you can move them over is you could seeing. Now when you want to remove something you are gonna have to get raid up in this corner. And select the remove. It's a little takes Turkey so once you do it once or twice you get the hang of it. But until then you know understand that you may click on it and it may not remove the first time. Welcome my monitor review in this. Now we're gonna come back up and I if you notice I haven't seen anything so I'm gonna come up here I'm gonna do receive heads up display. Once I seed heads up display by selecting the save button it's gonna be available. Under my head's up display. As you can see here. Now you cannot come in here right click or double click and delete you have to literally come out to the Hud itself. Under options and this is where you would delete any hot. We can allow users to customize the hood save data view customizations with in the Hud itself we're gonna go in the eighties in the second. I'll show in toolbar so if I wanted to do that I could select show and toolbar it is this is one of the hoods that I get to very frequently. And what that's gonna do is go on that is drop down. And win it catches up to the database they will be displayed under here. Can. We looked about the permissions. Clear all individual settings. And other configuration. We kid renamed and if we want to we could title the title bar differently than the name of the actual hood and and if we were to select a different lay out what's gonna happen right now you guessed it we're gonna wipe out everything we just worked with. Hey we can also change the icon. So we can change the icon to something that we want and you know maybe brand to our brand means. Let's say we want as little robot guy notice when I change it it changed appear on the root and on the pre on the webinar. Am gonna see that change again. Always saving my information when I'm working days. So that's our hunts. We're gonna talk about data views because hoods. Or really great for visibly looking at information but to make it interactive and give it real purpose we wanna be able to utilize these views. So let's go and talk about the disease. Interviews can be laid out to guy technicians in their data date kiss an example you can quickly locate all aids and enable computers culture that take system. That have a particular process running. Which allows you to get the information you need in a matter of seconds. So there's a particular process and we need to know hey where is this process running. We have 3000 agents and it's a very important for us know which ones Iran as process no problem. Will go to data views. Will filter out that process. And we'll see that data view at CD that you pass them to operate the original and we can put data into it and keep rival. I'll show you an example something like that. The purpose is that tech data views also allow you to perform remediation directly from the view. This means you can do more than just list all the computers at that particular process. You can use the data view to perform an action such as terminate. That process or maybe classified process. Where they locate it and your navigation tree on their operations. Data views you'll see a whole list of data tease. They allow you to view system information in 1 central location. We can create your own machine how to do that. And the most important thing is we can work directly from these data views. And we're gonna inserted data view into the hood that we just created for complete interactive experience. Let's go and take a look. So I'm gonna locate data views will go over a couple on their operations. Data views and here's a whole list of all dvds mail. You can get more data views. You guessed it a marketplace. The marketplace on their data views in you see anything you are interested and select them. And they will popularly under this tree structure. So if I came under here. And let's look at some important ones I can come under here and look at status information I get a common question all the time in my training. Hey is there anywhere I can see were all. Atlantic each and statuses are when they're offline online well what's now sure always check your data views first. When I double select this double click on it. It brings up. All my different agents. Whether they're online or offline. Time and so on and so forth so I like this I think this one's a very good example something you may wanna keep and I would. So we're gonna go ahead and work with this the first thing I'm gonna do is I'm going to tweak the original one. To fit my needs and my needs right now on the only worried about what's in my LabTech. Klein. So the first thing to do is come up the client name. I'm gonna select the one I want and I'm gonna hit search. Now I filtered it out only to be a galactic client. Now. I could also. Come over here and say okay I like what they have here but I wanna add more. So I'm gonna right click. I can go to. Fuel each user and I need to have the agents Mac address for whatever reason maybe that's somehow of the information on keeping. So as I added these fields I add to these columns. So you're not only stuck with comes out of the box here you can adjust these. The way you want them you can customize. Now we told you that you can also CD's. So I wanna save this one for example. We're going to see it and uses. Hop you can't see it right now on this is happened to me the first time I work with data views. Because it deliberately hidden because my navigation menu is too far notice Syria of search clear. Page size now when I grab this and move it to left. There's that options. So I'm gonna come on their options I can tell it how often to auto refresh. I can also because my client is asking for certain information I can pull up a data view. Like this and I can export this information to an excel so I can do export to excel. Which it would test. And we can see that. So now if my client want to know about the age and information. You need to get the Mac addresses for all the computers and I. Cover under his particular client I can buy and print that out for no problems. So now what I was saying is we wanna save it now we're not gonna do see data view we select a data view and I just filtered this. Only for the lactic client I just over room. The original one and I won't be able to get that back in listening marketplace and download it again so I'm gonna do save data view ads. I'm gonna call it. Webinar and I'm gonna see. Now it should show up raid on their statuses. And it did. So now I have the original one which is this one which uses all all the not a different ones. And I have my webinar. That I created there it is aka so I like this I saved one of these that's great let's take another look anything you wanna do remember. Reports are for your client's data views are for us the technicians union ministers we want to know information about LabTech and we're gonna go to deities. Were to go to data views we're gonna look at things such as processes I'm looking at processes. How about. I'm looking running processes these are all the processes running of course it's gonna be a whole ball to processes. That's not a problem because I'm only looking forward specific agent that I wanna work. There is when it searched. Now I have win seven test computer in all the processes that this is working on. So let's say I come on their processes. And I wanna look for high CPU process. If there's anything out there it is look at the processes high CPU process. That's what I wanna come in here maybe I wanna make sure. I feel to this by process. So I'm really looking for bits. And hit search. That clears this out great. Now I'm gonna go in and I'm gonna seed see data view as. County weapon or one this time. And that's on the my processes. Now I can't let you go without showing in my favor and I'm gonna put these in two AD ansari and to a valid. So I can come on the drops I am on the drives and open opal drives. And noticed that my buddy's got down here has laptop. Connected to or tracer. Because these things are interactive I can right click drives. And of course inject my abilities eat upstairs so as we speak he is little trays just popped open on this computer. And you'd senile left because it aggregates all. And he news that we did I could highlight. All the agents. I could right click drives he Jack CD. It's clearly send them a command to all these machines and Alder CD trees or pop in now people were freaking out around the office. I pick up the phone and to the client and no problems ironing and it was an issue. And we're taking care. Call it job security. I'm just give you an example this is a good one because you literally can tell physically so this does reach rate down to the machine when you work with dvds. So we can do that I could simply. Choose the double click if I want it for some reason the go to the drives and then investigate could go to the drive now. Right click and maybe one I needed to set on set as an SSD. All right so. I like that all drives went to so we're gonna incorporate these these couple that we created. And then you make sure I know I went to processes I created a webinar one we also created under status. These are just a few you really wanna go through your data using it familiar with them someone to put these two that we created into the Hud. That we originally start way so I'm gonna remove this. Get reenact Warner. Move item. Okay so I cleared out or webinar. A hard and I'm gonna. At all over customized data views that we worked with someone a right click and a good add item data views come down the status. And there is our webinar. So I'm gonna click on that weren't gray that's only showing my LabTech client in order status is that there's agents that are online or offline remember. Hello what is this and doing. Not sure I mean double click I can go directly to this age and I can work out of these screens so it's a very nice to have that ability. I'm gonna come over here. Animal Adelaide on data view. Steve down here at item data view. In this one we're gonna go processes. In use at webinar one. There you go now we're only looking for a particular processes from this machine that we saved. And for the last thing will add something else in here I said. Always phone keep my eyes on. The drives. This is slightly off the page. And here's all our drives anytime we want to weaken nightly new field drive trick in. Its. So we did all that we're gonna hit. Save. Anytime we want if you this again. I could shouted out. Go out of my control center. And it's always gonna be available on their heads up display. Webinar. And there it is. Now another great thing that these hoods and data views incorporated together can be useful for is trainee. Green warrants for LabTech so I have a brand new employee easiest to start it would LabTech never sell the product before I'm gonna go ahead he created him hide. How many shown some tickets that are old tickets. I'm gonna give a mum maybe some old take as the work with some patch health information I want to do. And maybe another data view that has him said Ian on setting drives for us assess the capabilities and things of that nature. I can create d.s and that's great now I can to supply to a user class that's the user classic give to all my new employees when they start. And I just tell outlook don't work in the controls that are yet featured feet wet here in this code. When you're done and actually Q rated move on. We'll give you different access you can go in the controls owner and work in that direction. I hope you enjoy this week's webinar. There's a lot of powerful things you can do with the hood and data views. Always tried to incorporate data views within your hood for live interactive experience for yourselves and your technicians. At this time as if there's any questions. So. You can go ahead and send him questions into us. Before I let you go completely. That's there's a review questions. Who has the ability to create heads up displays. Guess that only users with super admin permissions. Heads up displays are found where where are they located. From the heads up display menu. In the main. Menu on that the controls are. Interviews are used primarily for Hugh. Us tax. Not our clients these are not reports. You can export the information from a data view and use that to bring to mind your customers. Of the value that you give them. Through your MSP. Interviews can be filtered with a drop downs for each column. Sure it can't. And when we customized data view remember we always. See data view adds we don't just hit CD's of human writer the original. All right because said I wanna thank you for your time. Have a nice day.

  3. Agent Deployment Best Practices Support Webinar

    Fri, 31 Oct 2014

    Welcome to this week's webinar. My name zantops in teaching and I'll be taking you through the best practice for agent deployment. First let's look at an overview. This is the process of delivering the LabTech agent to the client end users for management of their computers. So were literally talking about getting our product on to the computers at each site. So that we can use or remember monitoring software. To them be proactive and fix it in repairing. Machines issues. So the ability to stay connected with its clients machine for monitoring ought to remediation. Communication. For any issue that arises from panic time matter. Is the purpose. Of each point. There's five. Agent deployment methods. And will go to reach one. The first one is our manual installation. With or manual installation we are gonna literally be on site. Sitting. Let's say at Eddie's machine which is that a dentist office and we're gonna sit down on my machine and we're gonna install the agent manually. To do this. We're gonna have to do a couple prerequisites. And we'll look at that now. So we will go into LabTech. In the first things we meet we have to have. Is a client set up. So in this case will be using travel times. And then we must have location set up you know no matter what happens in LabTech you have to create a client and the location. The location is where everything. Is that's where nightly it's so we will create a location for this client. When we double click on that location. For this demonstration. We're gonna have to go to the deployments in default tab. And we're gonna have to make sure there we have a default group set. For the new agents when they come along and get on board and LabTech. You're always comfortable with putting all agents the all agents group because they're gonna be long to that. No matter what. The next is the bald in the use for administrative access. Where do you think it's grabbing this account that says local account. You guessed that the passwords that self we have a local account we wanna start pushing when we must use the proper format. Coming in here with our dot back slash administrator. This tells it that this is it work report from machine. We also have our domain in this situation. So whatever one's gonna actually part to use. It gives you the rights to install the each into the machine. Is which one we choose here. We go back. And the last thing we have to select is a template to include in the deployment package. We're gonna include the this is the main default template which is part of the all agents group which basically will deliver all Barbary Indian things of that nature. Once we set these up we then have to navigate. Out to. The website so we do bitterly would go out to our web control sooner such as I did here bald into the main page. And become great under here under install packages. And you'll see that cost the ones week free now if I did not create a custom package. And I just came in here and said windows. Install agent. When that the computer shows up in LabTech. It will always show up under your new computers. So that will be. Under what ever one. Client has he one append it to the client object which is this and then you see new computers they would be here and you would have to dragon dropped it. To do appropriate location Klein. But we're gonna do it correctly sung we already set up the location. Now we're gonna go out to the site. And Morgan its use that file. We're gonna select the travel times what location for travel times. Travel location one in what package which tried to deliver here. If were doing manual. Agent deployment. We were always selecting the windows. Dot EXE. Now the question is why would we do that EXE over to MSI. In the answer is. It has more brandy. Incorporated with as soon as you deploy. To that client system. So it has all the brand means it doesn't wait awhile leaked the doc in this I will through group policy object in this is the preferred method for manual installation. I would simply at this point. Select download again I'm sitting at. Client's machine I downloaded. I save it to their desktop I've run it and then I would end up with my icon. Produced. In the tray icon when the lab tech icon. In the tray men. This will start to check in and now was start reporting. The second method. Is the network pro. Now the network pro. Has to. Basic functions in our system and were only gonna be looking at the one. And that is for the agent install. The network probe also does. As an MP management simple network management protocol it uses to communicate Wi devices. Such as routers partners things of that nature. And collect information. Before our discussion here on agent deployment we could use network probe to ski in a location. And then delivered the agent down to the machine. So in order to do this we would have to have one agent installed. At the client site. So. You're gonna have to go to one. Agent at that location manually install the agent now you have an aging you create network probe. Now you could ski in the location in automatically pushed down. The rest of the lab techie to some location. So let's take a look at this. If I come in here. I'm gonna find a machine that does not have the network probe installed I believe this one does not. Satellite know as soon as I open up an agent I can see this flag is not checked. So when I select this checkbox it says you want to enable an hour per one is computer absolutely I do. You only can have one Peru. Per location. So clarity had a pro at this location I check this box he would ask me do you wanna move the role. And there were prog role to this computer because it won't allow me to have to. So then I'm gonna select next. And then here. I can select. Any passwords that are associated this client location. If I needed to. I could write right click and add an entry. I can also all in the use for administrative access of any one of these I can select. K and then he say I'm gonna use the location domain account the template to use the default. Next. This is important. More important than anything else that you're doing do this wizard is this community string. You want to make sure that you speak with anybody. On any resource. At that client to know if they're using any. Unique. Community strings. These community strings are used. When scanning your devices on a network pianist and empty so we have our public private admin and they may using another term. Another word to associated authentication with there that's an MP devices. Again this is really made for collecting information. Com what you wanna make sure you have that prior if not I'm gonna show you leader that you have to go and make it changed registry key. Were also scanning ports scan frequency. Now here's the most important part RO auto polish do we want this network probe to automatically start detecting. Machines that don't have galactic agent and enthralled him on the now sure you're taken yet that's why we're here we want to deploy the agents but in this case we'd never best practices to never checked this nor in the wizard. Keep it on checked. And I'm gonna show you why in just a second. How many are next. And that's it finish. Now you wait. It'll take a minute or two and you'll see that this is checked in the will be in a a network per tab on our machine just a few seconds. Okay so the network tab to select it. We are now going to go to network probe. Tab so the checkbox is selected. We're gonna select network prog tab. And go to the general tap on the network pro. This is where we wanna explain anything that we selected previously. And that in the probe wizard can be changed or modified if need it. So the frequency. We're gonna scanned wanted that. That's what it defaults to that's normally good frequency. Now it what would happen if I drop this down and do ski in every fifteen minutes every thirty minutes. We have people would have called and our partners and said you know network probes kill me. I I don't know I try to turn on a pro now the whole locations down I communicate it slowed everything so we come in here and we see. Well what to frequency is that fifteen minutes or thirty minutes. Remember that when you're skiing in a network you were gonna strain a band. So you may want virtues scan once a day and you can even do a skin window between these certain times I can enable it is in say between. I don't know. 12 AM to 3 AM because they know nobody's there at that time that's that I wanna see if any new devices came in. Or that's a tie I don't wanna see if any new machines are wrong line so I can deploy the H. So be aware of this the other thing to scan frequency. If you scan. And say. Every thirty minutes. And you don't given enough time to actually go through the range. See I have one the 100 would just pay attention to top and lets him scan every fifteen minutes. It's not gonna have enough time to complete the full range of IPs. So it may get all the way up to number 75 and then it's over. Then it starts back over in fifteen minutes and it's never gonna go past seven X. So I'm gonna lose 25 machines for an example if I don't make to scan frequency on long. So it's a balancing acts on we do you have plenty of documentation on this and forms at. People want to use him this amount of machines at a certain location this is probably your best him frequency. But you'll feel feel that now and each in SP is going to be different. Say in that we come down to the IP range. Now I always get a question. Or can we exclude. IP ranges. You know I have a launch voice over IP phone systems I don't need it wasting time scanning them camp which it just obviously. So how do I get rid of one. We don't have an exclude which you would in DH CP but we do you have the option to whom it. And that's basically Jews jumping over. The IP range that you do not want to be skin it so in this situation I'm going from. Ten dot thirty got 81 to 100. And then I'm starting back up at 150 and go on for another cal on. So I'm literally missing. 11 under Honduran water one to 1:49 am exclude. In that situation. So that's important to negative. Then if I'd look over here this is where were actually focusing because the remote push settings were tell it the password to attempt. The push to these machines. At this location is the local admin. If I needed another one. I could select a different one again where is this grabbing all these passwords from the client's password tab and the locations that. So maybe that's not the one I need maybe this is I can add it in use both. I can tell to use this 11 by moving up and then it will attempt to work the work group. Password after ports. Okay. Also enable automatic network installation this is just like a button on the wizard I told you not to check raid away and I'm still gonna today enough to check it at this point. But that's how we go ahead and say we want this thing to consistently. When it scans and find something that is a machine that we can download the LabTech agency. Go ahead and do. So once we tell you the proper way of going through that steps actually preparing to get that configured. You can just select this button. And then you're gonna see. Once it's set up correctly it's gonna attempt. To install the agents in a machine. So why in the beginning that we tell you not to select the auto push. That's part of our troubleshooting. Because what we tell you to do is go to that location. Okay and in this situation I'm gonna find. One that we used. So that's 22. That's it. Use iTunes. And the network that will work so what I'm gonna do is add a location. That I want. To initiate. The automatic aging install. Through the push through the network room I'm golf first fine. In particular device so that's open this up and what I'm gonna do is I'm gonna attempt to installed Egypt on one. The voice that it out which needs to be a computer for litigate it properly. I'm gonna select install here I'm gonna say yes go ahead and try to install. And what I'm doing is I'm testing one device. To get it properly past the network per. And we're gonna review this in just a second to what do you think are some key main reasons why the probe would fail. Exactly antivirus. The eighteen may need exceptions. Fire walls may need to be tweaked UAC. Then three earlier major killers so what I do is I select that the place. When I hit. Go ahead and install I'm gonna go to the probe. That is controlling that the voice. I'm what do go to the probes command tab. And I'm gonna see if it's going to actually. Take the agent to that machine okay am I gonna get an error which I did. Here's an error I can come down here look at the error could not connect with a password system. Or system is firewall. Meaning there's a problem with the firewall so they're what I do as I go to the firewall on this machine. I put in the exceptions. I tweaked before the actual UAC. I may add some exception to my EV. Two and now this to take place once ideal and I get a successful. Completion. Now I can go back to the probe itself. So I could come back in here in now I'm gonna select. Automatically. Enable network installation. Any time I make a change year I must come down here see. This is very important if I change anything in the screen. And I just roll away from the strain Iger to back the world tree and a computer nothing was seen as you can see that check box so please check it. Hit saved. And you'll know that when you come back into it it made that change for. I'm gonna do you select this. And we are in. Training environment and we don't want that take place. So that is major let's go back and review. So with a network probe. We want to first. Go to a machine. Check the little checkbox and they get a network pro. Walk through the wizard and do not select all approach auto push is not to be used because we want to single out one device. Make sure we can deliver the LabTech agents who it wants that's okay we're gonna go back into the network group. Into the actual general tab and check that box go ahead and installed. LabTech agents because once you get the agent pushed won't machine location. You can be 99% sure it's gonna work and a real she. So once a network probe is set up which you maneuver. The next thing we can do only if we have a network prove it to location is we can use a Logan's script. This is literally a script designed by LabTech that we utilize a network probe and push that tech. Calm down to the Egypt's. So we're gonna go out and fines. A location and we can do it just for a particular ages and we're gonna go to system automation deployment. That tech to domain. So you'd go out here. I would find wherever I wanna target maybe it's this whole location. And I would come down the scripts. System automation. Deployment to push that tech condemning. So this will attempt to utilize the probe once setup and working correctly. And pushed him agents down to them machines. Now we get to our most reliable Matt. If you already have access into a domain using windows you can use the dot MSI file. Any link that to a group policy object. And just think why would that be battle why would that be more beneficial why does this not fail. As much as any of the other procedures. Because you already have access through the fire all your do you have access. Through any of the issues you're inside of windows the main C you have. Nothing that's going to calm blocked you from doing the installation. So we would again go Al. Q the web site which is the web control senator. And this time I would fired the client find the location. And I would select the MSI package I would download this package and then I would link it. Q a group policy object and deploy the agents that way through GPO bypassing. All the issues or at least most of the issues we may have been working outside of a domain. The last one we were briefly look at but it's a LabTech deployment manager so you can basically we have a one window. Where you can actually just pull up all the groups that are in your LabTech so om basically sitting in here if I wanna go justice LabTech. Client I'll show me what's available. I can go to another one of show me what's available I can highlight one. Look at the pro settings and it's gonna show me what passwords are available again for me to select which I can choose you down here to a lot like what we did to the wizard. But I can also just single out a machine. And I could say well let me goaded approved that's responsible for she. It pops he rate into it network pro tad make any changes that I need. And push it to that machine so this is a one window pane where you can see multiple devices. And work with multiple forums. So the best practice for the network fur. Trade and on a server or made all of enable S and MP on all devices. Great now we're not focusing on collecting the information from routers and predators and things of that nature but when you're first to set up the agent appointment. Go ahead and enable us and and he on all devices in the future you can collect that information. Add community strings before so make sure if there's anything that you need to ask that client. Find out if they're using any type of community string that out of the ordinary. Private public admin are more common ones and if they did in your he went through the wizard. Now you're gonna have to come through. And you're gonna have to go to local machine your H key local machine software lab tech groups service config and Europe to change this ski. This obviously. Our support people walk you through this but just to give you an idea why that may have failed. What's require before I deployed this as good review. Where do we say. Clients and locations must be established in two configured. We gotta get it at deployments tab key faults of the planets that set up everything on the at a minimal and the default template must be configured. Dot network framework should be installed on the places that are 3.5 or higher here's another benefit. Of the network prayer. Unlike you doing a manual install. If for whatever reason which it shouldn't be that Albert you don't have dot net 3.5 or higher. It will install that pre rec to the agents when it attempts pushed LabTech so. So what do we do that with the verify eighties either off or exclusions have been put in the place. So in the control center everywhere that a deployment indeed faults we selected the agents. Odd login to use for ministry of access we then went and and we said what template do we wanna apply that supply that people template. We can go out to the web control Centre can now select the package that we created we need to do this first. This way it goes into the proper location. And you'll have to drag and drop from the new computers. Area within your controls and so when I access the web control center with a fully qualified domain name. And that's how will get to our packages. We went through an X and told you select the voice in the tree choose install first. Checked the program commands tablet we didn't to see if it's actually accepting. The install. Troubleshoot QA CAV and firewall. After one successful single installs enabled now we can go into the never pro tab and check that box. For network installation for. That's what it is review questions and see if we can ground. Which type of installer file is recommended when installing and need to manually. Were on the site we need to get that agent down that machine which one are we gonna choose. Our way you guessed that he exe. Which type of installer file is most recommend a method for installing agents. We just talked about that that's or dot MS I could we will create that package will apply through group policy object and we already have. Most of all access we need suitors no blockage pushed down each. So this is some troubleshooting information we're just gonna review verbally. Again locations must be set up this is one of our main issues when people call and the network for. If you don't have the location set up with a deployment in default tab it's not gonna work correctly. Passwords that you're using it to location. Make sure they meet the requirements that LabTech uses some special characters won't work correctly through that. We have a whole list of these and our documentation. So go ahead and feel free when you're setting this up the first time. To look at that each. We talked about the far wow. When there's prowl can also be a blockade in the installation of the EG two remote systems. Even if you have disabled the firewall on the agent you may have not completely. Disable. There are still rules. That need to be applied to inbound connections. And all that detailed information will also be inner docs. Authentication. On the agent designated as a network per verify the account is running the LT SDC service. You'll want the servers to be running as an account that has full access to fall of two servers at that client location. And again pushing the AD as you can tell is probably the main reason like these don't work. Any virus installations will often block the installation of the agents so ideally you'll have a centralized AD server. That can push out exclusions that would really be helpful. If you're margin SP and one utilized this. Documentation has a list of all exclusions that need to be a plot. So please visit. So now we ran through. The basic five methods. We had your manual installation which were sitting rated the machine installing with the dot EXE as it pushes more brain. Raid away. We have your network pro installation which we went through and talked about how to set up remember don't ever select all of push. When setting up the troop average. We showed you. The Logan's script only if the network for it was available and I've been running a script at that location to push down ages through that means. The reverse reliable method is your group policy object. To your GPO. And the last one we briefly looked at is are completed manager which just of these is a one. Pane windows allows you to see more than one group at a time in more than once at the place. It's. Okay quit rates thank you for joining today's webinar. You can sign up for our support webinars at support dot LabTech software dot com. For additional training opportunities like be coming ace certified lab tech professional. Please visit us on the lab at LabTech software dot com forward slash training. Thanks at have a wonderful day.

  4. Client Onboarding Best Practices Support Webinar

    Fri, 17 Oct 2014

    Hello and welcome to today's support webinar my name's Chris and I'm technical trainer here software today we're gonna talk about client on best practices. We're gonna start by talking about what is client on boarding why it's important. There were gonna break down this process and to an eleven step overview. And you can see within these eleven steps we're gonna briefly walk through creating clients locations and contacts. Specifying admin credentials. Deploying LabTech agents configuring the LabTech probe and signing a service plan. Reviewing aging configurations before we and the on boarding. As then we're gonna talk about configuring client ticketing and maintenance when all said and done the last step is configuring any additional lab tech features. So let's first talk about what he is client New clients often have existing challenges we want to address those immediate concerns and any other pain points within the first thirty days of signing an agreement. Why do we Oracle client. The early stages of a client relationship are crucial especially immediately after you win the initial contract or agreement. This is a very important period when you have the greatest opportunity to learn about your client build a solid framework around partnership. Immediately dealing with concerns builds the foundations for strong business relationship for both parties. It instills confidence in your practice provides added stability to their infrastructure improves contract profitability. Ensure the claim is a of the services your practice provides. Once the client understands your scope and the benefits provided. Make certain that you clearly expectations the client must know the service levels they will receive any potential interactions providing them and also what is expected of them. Instructing clients how to successfully interact with your practice is critical. A client should understand the benefits of your practices services and how to properly utilize them. Otherwise is more likely they will become frustrated by the usual actions. With your practice this can greatly improve the likelihood that your agreement will be maintained during the infancy of that the relationship. Compile a standard. In that eternal documentation packet for the new client and organize and in the consistent way. Making that data available to your support team limits they need to reach out to additional resources for this information. This and this is an example of standard position that can reduce training needs and empowering your staff to properly supporting your All morning requires consisting communication between your practice in the During this period of time you'll learn about the client's needs infrastructure and long term goals. Review these details record any and all potential opportunities. These opportunities can help stabilize the client's infrastructure and generate additional revenue. So now we've talked about the general overview of what is client non boarding and why it's important. Alerts now proceed you are brief discussion about eleven step overview for all boarding our client. The first step is to create a client object. Or we can import it into the lab tech from yesterday. These are used to organize agents by client improvise its clients' specific configuration. Create the clients locations. Used to organize agents by location and provides location specific configurations. Major configurations like pats management take place on the locations ignite create contacts or import them into LabTech from a PSA. Contacts allow communications to end users vendors and handle ticketing specifications. Next we're gonna specify. Administrator credentials and configure agent deploying settings per location. Use for location specific agent installation files creation. This must take place before agents can be deploy. Next to Morgan to deploy. Let take agents with the configure deployment package. The agent software is required to and be able LabTech functionality. Next we're gonna configure the LabTech probe for agent deployment and NASA discovery discovered assets can also be from within LabTech. The probe must be installed for this ability. Next is a sign a service plan to each client location. Service plans package with ignite create standard configuration separate default monitoring alerting and remediation. To a neighbor your standardized services like monitoring a service plan must be applied to each of the client's location. The service plans package with the night allowed. From this point you're allowing standardized configurations to be enabled for the agents in the client's location. Now while we're here I also want to kind of operate there and it's a best practice to kind of start with one location at a time. Make sure that each of the service that assigning via the server workstations at your location are set up to your specified credentials. Then turn all and make sure everything is operating as you expected to. The last thing you want is to assigned service planes and get all your locations up and running at the same time and then find out there's an issue. And then you're kind of backtracking to quiet things down it's very important that are you kind of do this one step at a time. Are recommended best practice is just UK I don't start with one location I want to see how it all works how it all flows before start. Enabling service planes in getting things up and running altogether. And that's a very big topic and for number eight which is reviewing configuration. So we want to do this proactively. Before we're enabling LabTech on LabTech ignite monitored provide visibility and proactive control all require its environment creating significant alert Reviewing the top ticket generating monitors host and deployment can greatly reduce alerting levels. So were gonna review our service plans were gonna know which ones were assigning at locations. And we're gonna review the configuration. We want to make sure were kind of doing this you know slowly making sure that any issues pop up. We're addressing them on the first one and the first time out of the box and then we don't have to continue to go through this process. As we're enabling service plans and on boarding an additional locations. After the initial set up. Because the next step is actually enabling onboarding. This allows the onboarding script to complete a wider ranging set of tests on the agent. LabTech client on monitors will alert you to issues that should have been addressed within LabTech during location by technician. The ignite plug data validation functionality helps prevent issues during the process. This will ensure that all of the required steps are complete and you get the desired action you expect out of the system. These monitors help you validate a we imported clients LabTech configuration. Which helps ensure patching monitoring and other take features that are available and fully functional. Reviewing these tickets and addressing the alerts is critical to the success of on boarding and LabTech successful. Utilization. So we enable on boarding we're gonna run through a variety of scripts that set up initial system configuration. It's also going to apply your service plans wants your agents have completed this process. So we want to make sure that not only do we know what's in But we also want to make sure that thoroughly reviewed the service plans we know what's going on on our service playing groups. The monitors that are enabled in the actions of these mom Once we enable on importing or we're gonna go into the service plans and all these monitors are applied. Also during this process were gonna go through a server role detection script. We are gonna in your servers organ to see what rules enabled. And if there in one of our valid service plans basically 24 by seven by five gonna break those server roles into their own groups and apply even additional remote monitors based on their server role detected on those agents. So it's very important that we understand this process when we the control are kind of breakdown this additional configuration. Next we're gonna talk about configuring ticketing and maintenance. So this involve setting up service level agreements client building configurations and defining maintenance windows. Each of these components helps ensure a successful ongoing relationship with the new client. Given your practices utilizing PSA a majority of the configurations will be completed from with in the PSA and integration plug it. Once we've gone through these initial steps of the last portion is configuring any additional lab tech features. At this point you're gonna look to configure client specific features like management. Any customize monitoring. deployment back up installation or any other core features and this whole process. Is kind of what we determine what we call client on boarding so we're gonna create our clients organ a breakdown our clients and locations. We gonna set contacts. Specify admin credentials that we're gonna use threw out of LabTech and our support. Or we're gonna talk about deploying agents configuring the LabTech probe. Talk a little bit about assigning a service plan reviewing the configurations before we enable on boarding. And then organ and configured ticketing and maintenance periods and then that leads us to step elevenths so let's jump into the control center and let's. Briefly break down these eleven Stetson wind that are important. So here is mind control and you can see I've created this it doesn't have a lot of things on here. It's it varies scaled down approach but the first thing I wanna walk through is just creating a new So when I create a new client you're gonna see don't have a lot of the tabs that are available. usually when I'm looking in my client configuration. So. I'm gonna create a client name. When I create a client the only thing it's really needs is the actual name. I click add new. And then when I open a back up hey I have all of the bells and whistles that come with my client. Now with the the all boarding process we want to focus on eating up password. What we're gonna use these credentials the client location level in order to deploy agents and also use these credentials. Periodically through installing software and other various applications. So when I want you create a new client. I want to you. Create user names that go with it. So if I'm creating a domain. I want to put the domain followed by the username. And there I have a domain and the stored in my client. Then I can use these credentials at any of my clients or locations. Appropriately. Once I build my clients I have mine name. I want to look at building a specific location this is worm and a store my agents and again. I am only going need. A name to get this created. I can add additional information here. What when I'm creating it I just need the name when I open a backup I also it's. All of the tabs that need. Again we gonna focus. On creating in the location specific admin credentials that I need here. Maybe I have. A domain account that I used throughout all my clients for my locations I have a specific location account. And it's just a local admin. That log in with just the dot back slash and in the username I want. So here is this gives the ability. To breakdown of my clients the locations. with passwords specific that that associate to all of my locations these are going to be client. Could be just an example of a domain account that I can use throughout all my locations. Then my location. I'm gonna specify. Any accounts that are only used at this specific location I could have different. Local accounts based on where locations more. Cause basic breakdown of my locations. Is going to be from structured in a way where all of agents can see each other. So I'm building my clients break locations whether it's via. Subnet or away Lan vlan or geographical locations hey I have an office here I have an office that here. I'm at a breakdown my locations. So all of my agents at that location can see each other. So I may have an account at a specified location that I can use to kind of used to communicate to log in just at that location I have. Account in my client. That allows me to get into all of the client agents that's more of my domain account and I can use that wherever need to and that's. Just kind of the basic breakdown win I'm building my client's location. I'm gonna have my client that's can be my company. Arm and a breakdown different locations. Just so I know that each computer that I'm going to the add to that location. That they can see each other So I want to make sure that I can ping them I can issue commands and they can talk to one another. That's just the basic breakdown and the best practice. Of client on boarding is to create my client's location with them obvious structure involved. Once I have. My client to locations broken down. As the next thing I'm gonna take a look at our my contacts contacts I'm getting used for alerting. Rom or whether I'm assigning a location contact client contact or a user specific contact on an agent. I want to use contacts to enable communication. You can see if a kind of look at the different breakdown. I have global contacts that are gonna show up here in my contact section navigation tree and then I'm going to have. client specific contacts that I can assign based on that client. Now I have my global contact let's go ahead and create another. So now I have a global contact gonna have a couple different a webinar contacts that I can associate during different levels. Of assignments through now LabTech and kind of point out where we want to do that all one of the critical places. Is. On my location. So I can create a contact in you can see here. That when I create a contact at that location I can sign a specific location contact. That's gonna be associated dislocation get any information emails tickets that I wanna push down. We have a lot of monitors associated. And with that we have the ability to send all the emails or ticket configurations. To the location contact so when I populated a global contact and a client contact you can kinda see it's gonna populate the global contact first. And then the specific location contact. So if I build a contact with their email address and their phone number. In I have all my configurations and place whenever I have a problem at this location I can notify the location contact. And that's the power of our contacts. There are mainly used for communications. I can use them to assign to alert templates one monitors are triggered. I can. Integrate with different applications to call the contact or send text messages and I can also use this when I'm setting up a mobile device management if associated with the device. I'm gonna do all of that based on the contact. That I built at the beginning. So you can see here I have my global contacts and I have my costs client contacts. And I can assign those accordingly here I want to notify whenever I have problems at this location. I want to notify it of the contact associated to this. Existing location. So that's very briefly setting up our clients we're gonna have our company's we're gonna sign of the clients were gonna build them appropriately put in all the information. Then we're gonna break down the logically are locations and the way we want to build locations I want my agents that I put in my location to be able to see each other because I'm gonna commands. I'm gonna. Build network probes arm and deploy agents. And I want them to be able to ping each other because I send to command and may be an example of I can't get this season because it's offline. Like can't issue command to that and if it's offline but I do have the ability to find an agent that's in that location and say hey. Send the command to that agent and tell that agent to wake up my body on of the same network me. So grant is a brief breakdown of just setting up our client setting up our locations and building our contacts. Where you're gonna use our contacts in locations leader on so it's a good. Practice is just to kind of get in the habit of when I build a location paid and have any specific. Our contacts here that I want to assign so if anything happens at this location I can notify the appropriate people. So when we build. Our accounts we want to make sure. That were assigning. Passwords accordingly. Because good use this information. Window where setting up and configuring agent deployment settings. Soul when we set up our client when we set up our locations. While we're gonna have existing user names that we can use so when we look to deploy agents. We're gonna wanna set up our deployment default step. So this is set at my location under deployment the now here we have a variety of different groups in the log ins and templates that we can use. Here is what we recommend. As a is I'm just gonna go ahead I'm gonna put them in my all agents group and ominous sign them the default template. Now when configuring this. This is best practice they. Default group for new agents were never avenue region let's go ahead put in the all agents group because that's a group I'm gonna automatically store all my agents and there. Template to include in deployment package we recommend the default template because that's going to be and a and an original template configuration where you're to an assigned. The server address of the server or whatever address you're gonna have these agents into we recommend the default template. That's our recommended best practice it's also automatically associates to the all a transcript so all of these tie together. Now you conceal log to use for access this log in will be used to install the agent as wells to form ministry of functions after the agent is installed. What I do that you can see it's gonna automatically populates. As the username and password I said my client level or any passwords there. Followed by any of my location specific username and password so I have the ability per location. To use a domain account which I set up my client or a local admin account that I set up this location. And that's the the importance of setting up these accounts when I build a new client hey I have an account that I can use for our all the agents here. Maybe individual location whether or not there on a domain. I have a local admin account that I can use and I can push out agent deployment instead the installation files. Obama have the ability to choose from either one of those. So I set my agent deployment settings and we're gonna use these when we deploy agents. Source save that so got my client configured got my location set up. I have my contacts. And I specified by admin credentials so now I'm looking to deploy agents with the configure deployment package. I set that package up my location. So let's briefly talk about we I can get the agent deployment packages. And if I launch a browser. And you can see. For this webinar I created my own instance the name of mind that the end of my server is LT CP dash onboarding dot hosted dot com but put that number put that name here and it takes me. To my web the control for this. server. And you can see this main page hey I can download and install the agent from here it's gonna give me a generic installation file. From this page if I download this it's automatically. Going to pull it. Any agents that have that install into my new computers. Our location here. Now if you want to see the actual ID's here it's always gonna throw it into new computers which is by. So if I take the generic install file from here. Automatically. They're gonna throw it into this new computer's location then once it's there I can move it that goes. That doesn't belong in new computers that goes in my webinar location or my main office so I have to manually drag and drop. My agents if I use this generic install file. You can see I can also get the Atlantic and to install the agent on installer and if I need to upgrade my dot net framework. I can download the latest one from here. Now if I have access to my web controls I can log in here and I can give more specific installation files. So blogging mean again you're user permissions should allow you for this. Here I can get all that information just like I saw on the main page but I can also download and install specific. Location packages that are just gonna throw in new computer's location it's actually going to install in place it into whatever location that I assign. So if I want to download it and I want to put in my main office. I have the ability to choose. Might MS RI or my executable now for best practices. We recommend if you're deploying the agent install package via group policy. You're use the MSI file. All other installations. All we recommend using the executable and that's just a basic breakdown between the two group policy aside all other installs use that exe. I can choose that and I can download that agent installation. It's gonna automatically put it to my client my main office so I don't have to drag and drop my agents once I've installed them. automatically download them put him in there. Here's my webinar location and I can do same thing. If I try to do this with setting up my location. Deployments in default It's gonna get and air and saying hey I don't have any credentials or any information to download this install package so if you don't do this first. That second step is going to fail so make sure the reason we talk about setting this up. Is before you deploy agents I need to set up my agent deployment So it's a key step and so. I've got a client's locations contacts I have my deployment settings set up I'm downloading my install packages that I need. Let's briefly talk about. Turning on the network probes were not gonna go a large amount of detail here I wanna just kind of walk through. Here I want to use the network. Probe to discover assets or maybe I'm gonna use my network probe to actually install anything new on my network. So I have the ability. To check the box for network probe it's gonna automatically prompt me to go through the wizard. Now here it where it's very important that I set up my location specific information because it's gonna population all that from. Now this isn't my server that I just built this is our training server because I have all of this information party filled out. And I go through the probe and I can putting community strings in scanning ports. And the best practice is we want to make sure that these two buttons rumor going through the wizard we wanna leave these unchecked. We want to test the network before we start collecting any network device data. Or enabling automatic agent installation on found devices. So your first time through the wizard making sure we just leave those unchecked. When that's finished. I'm gonna notice I'm trying to you turn on the actual the tab. And you can see and a walk through this. So I've enabled the network probe. And you could see the box is now now get my network probed at and here. I can set up additional network probe configurations now we're not gonna walk through configuring network probe but just when the kind of show you. Hey I can enable network probe I'm gonna enable one network pro per location. The reason I want to do that is how many use one agent per location. That's going to kind of in my network if I have any new devices I wanna attract that. In the new agents if I want to set up and automatically install the agent. I can do that from here which is another bigger reason I want to design my location. With the fact that I want all my agents to be able see each other because I'm going to be in my network and I want to build my location accordingly. If I don't have all my agents that can ping each other that can talk to each other. That I don't have a network probe they can actively pull information discover devices And ultimately automatically install agents if that's how I want to configure my network pro. So I'm gonna have one network her location it's gonna actively scan. That location. And if I want to I can automatically deploy agents. I can discover devices and enable S and MP on these devices and kind of see what's going on with in mind network. Her location if I avenue devices there here. In my training environment don't have any but you can see a set up my pro and scan my network if I Have all my agents talk to reach So. We got everything set up we have our clients locations contacts where get ready to deploy agents are right cool we have the agents deployed. Now let's talk about assigning a service plan to each client location. Now this is very important. That's we talk about how all we recommend doing this. And to get to assign a service plan gonna go to our location we're gonna go to our ignite have been here my service plans. Right in this section. Now we recommend. A signing a service plan one at a time I don't wanna go through all my locations if this is a new installation of LabTech I don't want just turn. Everything on for everybody right out of the box. Because I kind of want to do this in steps in phases. Hey let's take one location. let's enable a service plan for my servers. Let's turn on on boarding oh let's make sure everything's configured I'm taken a look at everything I know exactly how it's gonna react. Once I tweak it I know exactly how everything's getting applied I know exactly how the tickets are coming in how I want to handle them. All right let's move on to my next location so it's very very critical commerce and you wanna have. With your tax and with were partner base. that we're gonna do these one step at a time. Now I'm gonna pick. service plan for both my workstations and servers. Using this as an example so I'm gonna just start out by covering servers. And for now I'm not going to assign a workstation service plan. Now one key concept that I wanna point now if I'm not assigning this service plan to this location just yet. I'm gonna first try out servers on the make sure everything's configured. It's important and that I don't leave this not selected that I this to by leave it to not selected. Our onboarding process is gonna say hey. We saw you're setting up this location. But you didn't make a selection for your workstation service plans so that's one way I can kind of quiet down some the alerts that I get. Hey I know that I didn't choose a service plan I'm gonna go ahead and set that to none that allows me. And not get an alert saying hey I missed a step. Only focused on my server right now if everything goes well hey I'll take a look my workstation service plans. And see and it and take it from there. But from this. Vantage point arm and a focus on selecting a server service plan. And you can see I have a bunch to choose from out of the box. For here 24 by seven that's gonna be my most advanced service plan. And this is what I'm gonna assigned to my servers. Know before. I enable on boarding. I want to know what this service plan is going to do to my servers. And more important We assigned our monitors based on our service planes out of the box so when was sign a service plan that's where most of your tickets that's where most of your noise is gonna come from. So it's very important when you're researching your location and what service you were going to offer. Your clients. Is to kind of review what this service plane is going to do. Now at this point I'm not gonna break down every service plan but we're gonna break down just the server service plan and show you what's gonna happen. So with my service I'm going to groups service plan here my windows server service plans and here's my minutes 24 by seven. So here is the one that I'm going to select. I selected here we have search is in place that looks for criteria and it's automatically. Going to join it. To this group and you can see here's my is 24 by seven group and here's all the things out of box. Then I'm going to get assigned to all my servers at this location. If I have any scheduled Scripps which we did you run an agent maintenance contract. On this group by. More information you keen look at this script and see what's going on but that's just a regular script. That pulls information from the agents each day at 601. More importantly is focusing on my internal and remote monitors tap that these are what's gonna create a majority of my alerts majority my tickets and get all my emails. You can see on my windows server managed 44 by seven service plan. How do you monitors are turned on out of the box. You concede they say enabled. That means that these monitors are turned on as soon as I put my servers in this group. I'm gonna these monitors and they're gonna start creating tickets they're gonna start. Creating alerts and some actions are gonna try and auto certain. Events. So it's important that win you're looking at a signing a service plan. Bigger kind of opening up each of the service planes and take a look and see what's going to happen when they go on to this group. So I'm looking in my service plans for servers breaking down the 24 by seven how it differs from the eight by five. All of a vote monitors that are enabled the alerts that are assigned to them whether creating tickets. And just what's gonna be turned on out of the box so hey I wanna take a look at this till I can expect. How much noise I'm gonna get it from this group. So our 24 by seven. Those are more advanced service plans those are typically given a create the most noise. So I just wanna kind of review all of the monitors everything that's turned on by default. Maybe I don't need some of these I can start disabling in the no I'm not need them. Maybe another reason why am one location at a time is I want to see what these do you. Are right I'm to LabTech I don't know what all these all are. I'm gonna set up a location I'm assigned the service I'm gonna go ahead enable on boarding and see what happens. I'm gonna take a look and see how many monitors are triggered how many tickets I'm getting how many alerts and that I might take it from there oh I don't need. These to be not enabled maybe at that point I come back through and I see if I can quiet it down. we always weren't you just kind of know what we're getting into you. I'm creating a service plan assigning a service plan in my location I wanna know what it's doing. So I wanna go to the corresponding group of one open that service plan and I kind of want to take a look at these tasks to see what's actually going to happen. My internal monitors these are running checks on values in the database. Remote monitors that these are actually getting applied on the themselves so I have two sets of launchers are kinda wanna take a look at my internal monitors in my remote monitors. So I have a lot of different actions going on here where monitoring specific services. And different performance monitors and I'm creating a lot of tickets. So I want to know hey when I put my servers in this group. How much noise is gonna get created so I just want to be ready for that and if I need to adjust it hey I know where everything's be Also with our 24 by seven and eight by five service plans. Then they're gonna put these agents under contract. So MSP contract group that's going to allow. These agents to go in to server role detected groups. Patching cover under contract and that's gonna allow them. To by default using ignite. Our 24 by seven and by five groups automatically. Have these boxes checked so. I would do some research kind of take a look. If you're warning all your servers to be in the appropriate server role groups and if you want all your servers to be are covered under contract. putting them 124 by seven RE by five group is going to accomplish that goal. So I've taken a look. At the service plan I've made my determination. Our right I'm going with a 24 by seven. right that's how I'm going to assign these servers to that service plans. My last step that I need to after I've reviewed configuration. Is to enable law imported. Enable on boarding is allowing the on script to complete a wide range set of tasks on the agent. So what's gonna happen is I'm gonna throw him into an on boarding group and I'm gonna on my on script and that's gonna do are a number of different things. So I save it. I've enabled on boarding. I've looked to my service plan excuse me a look to my service claimed that's the one I want enable onboarding I'm gonna save additional information up here. What that's going to to you is it's gonna kick off my onboarding script. And I find that here. And basically. This is gonna run at the top of each And all that's going to do is actually a bunch of different scripts. I'm gonna run initial system configuration script. my server role detection script that's gonna go through run on all my servers and only my servers. And it's gonna go detect what roles are enabled on these servers. During also if I want to windows update set if I don't have patching set up it's gonna try and download the windows update agent. And then if I want any installations. Of software. I'm on this system I'm gonna be able to do so. I have my. Service I enable on that's just gonna pull all the information from these machines. And kind of set up a data recovery or kind of a database update hey to go out. these machines from a server roles on the pull all drive information software information on the do an initial system configuration. And kind of set them up. And then get all the information accordingly. And then at the end of it market this agent as successfully completed the on boarding process so onboarding his complete. Once on boarding is complete that allows my server service plan assignment. If I don't go through the on boarding process. I will not join. A service plan. Because if open this up. I open up an agent once I've successfully gone through the on boarding process I check this box all right. Once this box is checked all of our service plans. Look to make sure that our has successfully completed on boarding so you can not join any of the service planes assigned the location. Until on boarding is complete. So very key concepts that are. That I want to review my service plans once I've reviewed and I know exactly what our going on. I'm gonna go ahead I'm gonna enable on boarding and all my agents. Are gonna go through the onboarding script. Once it's done that to complete successfully. Pay I'm gonna go ahead mark that is his complete and then I'm going to join. The service claim that I've assigned here that's gonna give all my monitors. That's gonna get any scripts that I am running on my service groups. And if it's server. I'm going to also. Break it down and throw them specific server role groups. That I have built in. Under windows server service plans I have server groups. I'm automatically detect the roles. And I'm gonna throw them in the corresponding groups on these groups I'm going to then assign different internal or normal monitors based on their classification. 20032007. Exchange servers any server domain controllers all these different files. Hey. Ominous sign differ monitors accordingly. So that is where were up to this point. We have our clients locations contact specified our admin credentials or deploying agents once we got the agents installed let's go ahead let's pick a service plan that we want to We've gone through we know exactly what's gonna get applied based on internal monitors remote monitors any scheduled Scripps. We're we've configured our service plans accordingly the next step is to enable onboarding and that's gonna run through the initial configuration scripts. And it's gonna marker agents is on complete which actually allows us to join our service plans. The next thing we do is or gonna configure ticketing and or maintenance periods for our locations. Now. We know that a lot of our partners are integrated with the PSA so most of your ticket configuration is going to be done with in the PSA. If you're looking to integrate or use. LabTech ticketing configurations. Most of that configuration is going to be done with in the sport. I going to dash export a config screen in here's my ticketing configuration. Subjects. Here for initial sticky configuration subject filter all of this information. Ticket message control how my controlling these messages. If your integrated with the PSA probably gonna disable all these because you don't want them created within LabTech. And sent over to your PSA Easter egg may be looking to dis able all of these features. Also I have my default ticket categories. And we're they are going to show up. And basic ticket email notification and ticket messages hey here's what the user is going to see. When they put in a ticket whether they're sending an email or through the tree. Option on there agent the that we can kind of customize this accordingly if you wanna just the ticket messages. So all of this information is available documentation but just want to point out if your configuring ticketing whether or not you're using PS say you're probably gonna start here. You can also take a look at your ticket priority here. Com and we also have the ticket tab which is actually gonna show you all the tickets but there are some. Our configuration settings within the dashboard you're probably gonna start here with ticketing and handle that information accordingly. But you're gonna set up your ticketing you're putting your. Whether. The user is coming here and creating a ticket from here or you're getting them from monitors and so on and so forth that's how you're gonna handle ticketing. Within LabTech so. Were setting everything up now. As tickets are coming in our right we have our policy set were taken a look how are these gonna get filtered comic and categorize them. And so on and so forth. We also have the ability. To set up location. Based maintenance windows. And that is a client I wanna location. So back to my deployments and maintenance windows are assigned I am scheduled to perform maintenance. Aren't so I have designated day for this location I'm gonna perform some maintenance. Maybe it's just a on every Saturday I'm gonna reboot your servers early Saturday morning. So I know that's gonna happen I'm gonna go ahead I'm gonna put all of these agents in a Saturday maintenance window. And what that means is by. And they all started 12 AM and they run for 500 five and a half hours or 330. Minutes. We're just gonna disable alerts. Hey I'm performing maintenance maybe I'm rebooting your servers I don't need a lot of tickets telling me that these agents are offline. I know they are I've scheduled it out. So I'm going to Saturday. I'm going to disable alerts and amber from 12 AM to 32 to 5:30 in the morning 330 minutes. If you want to adjust these all you have to do is open them up and coming here. And adjust the time you want to start. These are deep fault settings all of our maintenance periods are all set the same start at midnight. Run for 330 minutes they can be adjusted or Ukrainian. Create your own window. I can create a new frame hey this is specific. I'm gonna run from three. am and I'm gonna run for 120 minutes and I can save that and assign it. So webinar started 3 am so I'm gonna disable alerts from three side of the If I want to assign it I created and then make sure when you created you come back and assign it accordingly. One thing I also want to point out here you're adjusting this. I can disable alerts I can prevent from running during this maintenance window or I can do both I can disable alerts and scripts. This functionality. In order to disable both alerts and scripts I have to select everything. One thing you don't want to do is this this cancels all of them out. Don't multi select any of them. Just if I wanna do just alerts pick alerts far want to do Scripps. I wanna do both alerts and scripts I want to change that everything. And that gets that accomplish but I have the ability set up windows for specific locations hey I know. I have specific maintenance assigned to this location. And go ahead put him in a maintenance window at this location. Moving further as you progress. There's three ways I can assign maintenance windows I can do it here at the location. I can decided to group level and I can also do it at the levels so this is just kind of the first step. The you have the first configuration. Point where you can assign a maintenance window but this is one of those steps if you have scheduled maintenance you're talking about your service level agreements. Hey I'm gonna reboot all your servers once a week let's go ahead for this location I'm gonna do it on Saturdays different location may do a pick a different. Day of the week so I don't have multiple servers going down in case I have a problem I can assign these maintenance windows based on location here in my location in my deployments and defaults here. So that is our initial client on boarding steps. We're going through we have our clients we have locations we have contacts were setting up agent deployment we found our deployment packages. Were setting up our network probe. We're looking at our service plain assignments we're checking out the configurations of or service plan what what goes on group. Then we're enabling onboarding that runs through our initial system configuration it runs through a bunch checks. It server role of the Texas server roles servers. We have all this running. Hey we've got the base the cork. Off functionality. Of LabTech aside so we have that built. The last step if you remember back to our presentation. Is configuring additional features. Once I have the baseline set I have kind of everything configured. Now is when I go in and I set up additional features they in in active service plan. Are right cool now I can go back and I can configure patching. So are coming here and are right I've set everything up amend my service plan are right now this is where I can come in in if I want to I can enable patching. Maybe. Now is in eyes look to you set up AV management. Or this is were I'm kind of customizing any monitors that I've assigned my service plan. Hey I want to go back through and I want customize them I wanna create a copy don't apply them a little bit differently but that's kind of the last step in our eleven step process. Hey let's set the baseline let's get all these configured specifically. To work moving forward where I have my location set up I have my contacts I have might. Password to them in the use to install software to deploy agents once I get all the bases. Base all my bases covered. That I'm going through and I'm configuring additional. Lab tech features. And advance. His client on boarding. Now with the ending night eleven step overview I know this is a long topic but there are eleven steps and there are a lot of pieces to it. Have a great day.

  5. Tunnels and Redirectors Theory of Operation Support Webinar

    Fri, 3 Oct 2014

    Hello and welcome to today's support webinar. My name is Chris grant member technical trainer software today I'm gonna go over tunnels and directors and the basic theory of operation. Today's agenda is gonna look like this we're gonna first talk about basic configurations. Some port forwarding features that we need to take a look at. How to log into the control the via HTTP or HTTPS. Using your cutie in or the and IP address of your LabTech server. There talk about user permissions because we're gonna need to grant your users access on the client side in order to view NC commands and allow redirect her and peer to peer communications. Then more and take a look at our dashboard settings and these arc tunnel connection options so most this information we don't really recommend changing and talking to member of our support staff but there is of very important feature here that we wanna take a look at. By default we have tunnels who picture for utilizing tunnel communication. is that we enable that right off the bat. Then we're gonna talk about how basic three directors connect what is the process how is it communicating and so on and so forth. We're also gonna take a look at how tunnels connect. And how that differs between. And then lastly we're gonna talk about troubleshooting. And give you a couple of ideas of what we're looking in a couple things to check. And it will jump into the control Centre and take a look at all of this information. So let's go ahead. Aimed at jump right into it with our basic configurations. So LabTech only needs to TCP ports of the forward it to the lab takes her for basic operations that the firewall that the let server and remote offices are configured. For more advanced options you may want to use SSL and in secret connect their for these ports will also need to be forward. The following ports need to be forwarded from your win IP to your server port seven ET CP for director communications without tunnels. Port seventy to 75 UDP for tunnels and re directors. We also talked about port eighty this is for EC TP normal communications. And of course we 443. For HTTP. SSL in the morning. Normal communications. We also talk about ports 40000 through forty. 1050. TCP TCP connecting via HDP or to use and see from the web control center. Open ports beginning with 40000 and ending with four times a number of total technicians using LabTech. Example their 25 technicians then their 25 times for hundred simultaneous sessions so 40000 through forty. 1100 should be open these ports are also needed for mobile devices if you plan on using TNC. Port 40000 through 41000 UDP tunnels and redirect or only when advanced routers are blocking and not at server at client and of locations or where the router in front of the control center. His blocking so all of this information is in our documentation. And these are kind of just prerequisites and kind of some things to look. At if you're having issues we want to make sure the communications open up so we can kind of remove that from our troubleshooting steps so again you look at our documentation you can find this information in there. Now we're gonna talk about just basically logging into the control sooner so room where initiating our reader connections to. Outside agents we make sure connecting correctly. So what we're looking at here is for CTP you can use your. FQDN of your server you can the example here that I have HTTP. Colon whack whack LT training dot LabTech software dot com that's our training server. I can also use the wing and IP I know what that is hey same process applies HTTP. Colon whack whack and then there's the public IP address or IP address that there. So that's how I want to be able to that's gonna want to log in to the control sinner from my workstation. Another thing we want to take a look at our user permissions. So permissions must be granted by client. If you go to your client you open up there and you go to permissions tab. I'm gonna want to select a user class. And these are the four. Items that I want to make sure that are enabled for my technicians. Allow redirect to remote control. Allow peer to peer tunnel and ability to view and commands. So when I open up a client issue it looks something like this. Here's my client here's my permissions my user classes over on the left. And then here are of the access. Permissions that I want to make sure that are enabled for all my Marie directors communication. So let's go ahead and let's jump in and take a look. At this information. So here are bring in my control sinner and you can see right here I'm connecting. The via my FQDN. It'll always show me how I'm communicating I'm connecting HTTP and then FQDN in my server. On the flip side. If I'm connecting via the and IP here's my HTTP. And the IP address of mine LabTech server so don't mean that anymore I'm going close in advance. So that's how I'm logging in here's my client. I open that up I go to permissions tab and here you can see I set up user class. Specific form my client and here's view command sync commands allow redirect allow her to peer tunnel so this is the user class that I want at a minimum for. For tunnels and redirect I want to some basic commands. If you want to create a new and or add that to existing ones you can always do that. As well you can see when I add a new 1 am gonna have any thing if I want to grant access. Four tunnels and redirect work I'm gonna wanna set these permissions accordingly. So Basically logging in port forwarding though I'm not gonna have access to get into that from here but that's something you can take a look at when you're going through. This information. Hey how on logging in HTTP or HTTPS and FQDN or the an IP and only make sure I have permissions set up so that's kind of the first part that we kind of want to talk about. Hey I need to have access and need to have ports open I need to give my users access to be able to initiate means. They can initiate commenced and I'm pretty much dead in the water. So as we come back here now gonna talk a little bit about tunnel configuration options and some of the settings that are in there. By. To the dashboard configure Ted to the DNC ticket priority and actually an evil tunnels to allow communication open. You're gonna uncheck it tunnel disabled and click save tunnel configured to enable tunnels. less troubles during shooting or deploying a work around the remaining option should be left at default settings as seen. That's kind of what I mentioned earlier. If you have any reason to change it weeklies. Always recommend you contacting lab tech support you walk through it together to make sure everything is optimize. The options here controller what ports tunnels communicates over. The size of the packets use or you and the tunnel shut down time and various other settings. So if you go into your dashboard you can see under configured VNC ticket priority I have this tunnel configuration section right here and blow that up for you it's gonna look like this. Now you can see right here that are highlighted tunnels tunnels this enabled because I've that box out of the box if you don't do anything. with your. Configuration. In this will be checked so you want to make sure that if you want to be able to use tunnels. You're gonna come in here and uncheck that box and you're gonna save tunnel configuration. One more time I want to highlight this period each settings should not be changed unless directed to by lab tech support so these are the default. settings if you need to change in please contact support so you can walk through and kind of fun all the optimal. settings for your environment. So let's go ahead and into our control singer. Here's my dashboard. You can see go to can I go to ticket priority. You can see that parity have tunnels disable but that's basically what you're gonna look at if you go here for the first time tunnels are gonna be disabled. Our want to uncheck that box. And save tunnel config so just know that. All of these different sections have their own save button so if you're making any changes with a tunnel configuration make sure you're hitting. That tunnel that's safe tunnel can it. Can always go back making sure that everything. Saved correctly. So there's that information so now let's talk about. How basic read directors connect and this is non tunnel related so here. What's gonna happen is from the controls and machine in the agent both end points initiate a connection with the server import seven ETC he wants the connection is made communication data through the LabTech server over port 49152. To 65530. Five once a connection is made community communication data relates the LabTech server. Over these ports both in points recognize see the connection. To the lab server. Now can't show you actually this communication but I have a handy a little screenshot. Presentation here you can see I'm using the server kind of relay the information so I in my control sinner and I have my agents of the controls Tries to initiate communication goes to the server and over to the agent and communication flows through the server. Now on the flip side. How tunnels connect. So from the control machine in the agent. Both do an outbound requests on port seven DUDP to the sun dot server dot com and perform the connection handshake. So once the connection is negotiated all communication takes place between the two end points. over 40000 to 41000. Beauty he. Now take note that no server connections are used here. And kind of what that looks like here so we re direct. Information through seven UDP to the stunned not LabTech server dot com this is all done. Default tunnel method UDP hole this is what we're gonna do organ initiate the handshake. We're gonna say hey I wanna talk to this guy and I want talk to that guy okay we're gonna use the stun server. To negotiate that communication and then you can see it's gonna be appear over the UDP ports. Now for whatever reason. If this connection fails UDP ports are open we have a firewall issue or anything like that. The automatic fail over is to use TCP relay and in that situation from the control machine the agent both an outbound requests on port seven ET CP. To the server to initiate the connection. Once a connection made still gonna have communication data relay the server over. Ports 49152. Through 65535. TCP. Now the thing is that neither endpoint recognizes the connection to the lab server it's going to be a transparent relay. This is gonna be simultaneous. It's gonna try the UDP doesn't work it's gonna try and fail over to the TCP relay. Our tunnels connect we're gonna try that you DB connection first if that fails for a reason we're gonna do the fail over that. method which is going to be the TCP. Relay and that's how the basic communication. Works for this setting. So. The main thing we wanna do is our right I can't see this connection may be able to track it so. We're gonna kinda talk about some troubleshooting we're gonna kind of jump into and out of the control Senator kinda walk through a couple different ways I can trouble shoot some of this information. So we're troubleshooting may be work troubleshoot performance. Or it will not connect the first thing we wanna kind of take a look at. Is whether or not it is a tunnel connection. if it is we're gonna wanna bypass the tunnels by holding the control key selecting. A redirect enter. If a non tunnel connection performs better than a tunnel connection the problem is likely a firewall or configuration issue or an AV issue. Something is causing problems with UDP traffic. We also wanna make sure that the users logging into the control using HTTP or BS. And not mapping port 3306. If it's not a connection the tunnel connection and then we're gonna try to enable tunnels and try again with a tunnel connection. If this works then something is interfering with the TCP traffic between the controls and machine. And the server or the agent to the LabTech server. We also. When the test from the lab server possibly controls and workstation and another control workstation outside of the Atlantic server network. Just to see if the behaviors are different. Also tests to another client location to see the issue is client specific. This can help determine which side the connection. Either through the partner or the client is having the issue. If the issue appears to be global troubleshoot this systems or the firewall. If is client specific pay or we can narrow it down to specific client. Issue and that'll help us narrow down the problem. So. Basic. Communication here I am back in my control now Alba the ways I can test is I can pick a machine. And I can tell whether or not I'm going through a tunnel. I can come here and I basically are any connection I want to use all disuse C. Win the issues advanced. I can see this this window here indicates that I am connecting via a tunnel. So here you can see my command is pending and I'm waiting to see if it will connect. Now here's where you're gonna kind of check the timing. Is this taking a long time I'm connecting over a tunnel I am waiting to see how long this is going to take and then. Or gonna kinda time and out accordingly now you can see it's trying to run Latvians C initiating communication. And now I'm kind of just waiting for the application to run an open up the that. So now it's running C now I'm connected to the remote here so I can see hey how long did that take to connect. You can see all my other screen and dragnet and I have a connection. So getting connected I know that hey something's working correctly. Or one quick thing you can take a look at is a cover here and I hold down my control key and then click. I'm gonna pull up my tunnel information. See you concede a here's my here's my UDP port. And you can see hey using the TCP relay connection through the server so here I may want to take a look at. Any communication issues if I don't see this information. I can kind of whole control I can see this information accordingly that'll give me my tone information that's gonna help me with troubleshooting hey if something looks. Out of of the ordinary I'm not connecting correctly. I can take a look at this information and see what's going on. And you had the ability copied that stated to the clipboard if I do that. And then. Just easy I open up mind notepad and I click paste and boom I can store this for future use may one inch checked. Different applications one information is going through that's another way I can troubleshoot. So have that information. So I have my deviancy connection let me go and close that. If I do and I wanna make sure. That I'm closing my tunnel. If you have an issue. And you have a latency or other issues one thing you also wanna check is how many tunnel connects in my using. So my connecting to a bunch of machines all that could be another area where I could take a look at. I connect to one machine I've done my work I want to make sure that close that out and also close the tunnel so I don't have multiple tunnel. At sessions open at the same time. Now to bypass tunnel and kind of see are identified by past the tunnel let's see if that's any quicker. So what I can do is I can come back come to Murray directors and here. From here I'm gonna hold down my control key and I'm gonna click Latvian C you can see it's still gonna asset. And there I issued that command now when I hold my control key I'm bypassing the tunnel so you don't see that communication. So now you can see was that quicker. Yes that was you should command I connect a lot quicker some may be bypassing. The tunnels is the way to go so if I'm having issues with the tunnel taking a long time. Hate let me go ahead and troubleshoot. That information if I past the tunnel and everything is better. And then I can kind of near where my issues are. Also one thing you can check is here in the status. You can see hey I'm redirect ready connecting he can actually show you. All the commands and I'm sending the day here's tried to do twice. But here I can kind of track all the information all the commands that I'm sending so we're talk about troubleshooting we want to make sure can I connect. Can I use one method over the other if I'm using tunnels. Is there a delay is there problem yes there is because if bypass the tunnels it's a lot quicker so maybe I don't wanna use tunnels. Or maybe I wanna kind of run checks between the two. So usually a non tunnel connection performed better I said. The problem is likely a firewall configuration issue or an EV issues so that's what I wanna kind of focus on. When running these tests as always you have any problems we use contact. Our support department so they can kind of walk through what's going on. Now we also can test the NTU. Information. By pinging the public IP of the aging network with a dash says from the well so that's gonna look something like this a dated eight dash F dash L 1450. If this returns with fragment lower the 1415 does not then set the MTU size. Where we just looked at the desk or configured B C ticket priority. Basically what we're gonna look at here is I'm gonna go back and machine and let's see if I can pinging. So go outside the parameters that we currently have set the default setting is 1450 and again we don't recommend changing unless you're talking. With our support department go outside that range needs to be fragmented. But if I kind of take a look at SS. And I want to set this back to my normal range or if this continues. To fail. So here I'm using to prescribe brings a recurring we have for whatever reason that this is failing and then all what gonna end user to lower that number. Until it doesn't. Return with the value and then we're gonna go back in number and set that into you accordingly we're gonna go back to the desk or configure C ticket priority. And the change that setting so here I use 15100 not gonna work but I go down to what our default setting is. And boom I give a reply. Everything is sent and received I don't lost packets so that's another way that we can kind of troubleshoot and test. About to make sure the MTU. Values are correct. the last thing is. Is it application specific sol we're gonna talk about here if tunnel non tunnel connections are working or for whatever reason you do not want tunnels and able. And then try several redirect applications to see if it's out specific. What we're talking about his take labs the C works fine but RDP does not so is it RDP configuration issue let me take a look at that. If none of the directors or any of the communications work in. Then all we want to make sure that LabTech on the latest version we definitely wanna contact lab tech support to see if everything is set up correctly. And these are our basic troubleshooting. Guides so here's primarily what we want to look at its. So we're taking a look is it a tunnel connection if that is hey let's try bypassing the tunnels by holding down the control key it's not let's try enabled tunnels and try again with a tunnel connection. So we want to make sure were using the most. You know efficient means to communicate to our agents for and you bar or read directors that we have available. Now I know this is lot of information. but we have a large number of knowledge base articles that can help you with troubleshooting. Now I know I'm gonna bring a lot of information on the screen. And I know this is overwhelming and I also know that you're not able to click on these links so. most of the webinars that I like to show you is how to get to all the information and I just talked about. You can see that I have a lot of information here but you don't need these links which you can do what I recommend is causing this video and taking a screenshot of this information. And this could be a very quick link that you can use when trying to access this information. Now what do I mean by that so if you take time and you jot down a couple of these let's say I have 66. 88. That is the knowledge base article reference number that's gonna talk about proper configurations for firewall All right I also want to look. At you know tunnel issues affecting control 5784. So I really only need. Than the into numbers in order to look up the ease of articles. So if I come in two. Our documentation page. And here we are I can do a quick knowledge base search and I only need the reference numbers of the actual article so if I type in Boom I can go straight to that site and here is my proper configuration so VNC connection since. Here's my total configuration. Here's. what we. But typically recommend other configurations. Here's firewall at your clients in front of the server hears that information. So I have a real easy way to kind of get to this information it's. If I wanna take a look at my other option which was 5784. I only need to know that number and I can quickly get to this. So tunnel issues affecting control And I can kinda take a look at use case if this is the issue hey here's what I to try and resolve it. So our knowledge base articles are a great tool for you to use so were written. By our support subject matter experts they have a lot of information and they see a lot of issues so they have direct. Direct ability to create these articles able to our partners out. If you want to just looked at all of them you can just type in tunnels in here. I'm gonna have 32 results and here's going to be tunnels and read directors and it's gonna cause show you you know all 32 that we had. So if you wanna kind of take a look at these hey here's my user permissions as you can see that's actually where I the information for actual slide deck. Is looking at these KB articles so we went through we kinda took a look at these got the most pertinent information so we could have that information for you. For this webinar but all that information is going to be here. You can access it real easily it's. Also don't forget our regular LabTech documentation page. Where you can find all of our information using LabTech. All the way down the bottom we're gonna break down starting to redirect or starting a tunnel. You're gonna see the here's how do you here's where I'm gonna initiate the tunnel and we have all that information accordingly. And it also breaks down all the different after that we currently have and how to use them so a lot of good information here. And also we mention about port forwarding. So if we come to getting started and installation. I go to my prerequisites here's where it got that port forwarding information. So here's of that information. As a reference to you can also always take a look at port forwarding. And you confine that information here pro and make sure that we're giving you enough information. There were talking about. Different ways that we can but due information we also have here in tunnels and directors we have trouble tunnels. So here's a lot of information for you so you know here we talked about. Our basic configurations we went over port forwarding we talked about granting user access so they have the ability to initiate these commands. And we also talked about the right way to log in the controls use an FQDN. Or your win IP within took a look at how basic read directors connect tunnels connect. And if we have an issue with one of these connection poll how we gonna troubleshoot it so we looked at the different areas. There. And basic communication. So come in here here's kind of what we talked about. Here's my basic. Three directors here's my tunnels and here's my troubleshooting aspects now here we have. All of our knowledge base articles. We're trying to arm you with as much information that you have in order to accurately troubleshoot this information why it all works how it all works. All the general information with tunnels and redirect yours. Okay thank you for joining today's webinar you can sign up for our support webinars at support dot software dot com. For additional training opportunities like becoming certified lab tech professional please visit us on the web at software dot com. For slash training. Thanks have a wonderful day.

  6. ConnectWise Plugin Setup Support Webinar

    Mon, 22 Sep 2014

    Hello and welcome to today's support webinar. On basic setup of the ConnectWise integration with LabTech. My name is Scott mean I'll be your trainer for today's demonstration. After the demonstration we will have a live Q&A session with. Subject matter expert for the ConnectWise and immigration. To start with I wanna take you to our take documentation site talking point out a few prerequisite that must exist in ConnectWise. Prior to setting up integration from the tech side. Here and our documentation site as you can see I'm just dollar dot com slash documentation. I'm going to go to 2013. There going to add on solutions. PSA. I'm to choose ConnectWise six point point one. The go to installation and upgrade. And now ConnectWise 612 point one. Basic set up. We're going to start by going to requirements. Right here in the ConnectWise requirements section. Is a very important section about our integrator log. I can tell you folks this is the part of the ConnectWise integration that generates the largest amount of support calls to us here LabTech. Having this integrator log in in place. With you for your permissions. Set up with the appropriators URL. Is going to ensure successful integration it's gonna make sure that when that it is trying to talk to ConnectWise through API. That it has the appropriate rights to do so it knows who to talk to and it knows what it can't talk to what he cannot. So this where we need to find information about what we want to set and what I mean is we're going to create. The integrator log in in ConnectWise. We're going to grant access TT PA PI specified right here. And we're going to. Provide this call back URL. So it knows how to return to X server let me take you in my ConnectWise and show you that right now okay logged into ConnectWise. to proceed to set up. The integrator again. It bears mention at this point. That you're currently logged in member account in ConnectWise. Needs to have access to the set up tables if you do not have access to set up tables with your current logged in. ConnectWise member you're going to need to log in as someone who ConnectWise add. I am logged in as an admin them go down to set up now. We're going to set up tables. In the table field which is active I'm typing into greater. Law again. Now I'm accessing the integrator log in table and you're my currently active integrator log I'm gonna click here to make a new one. I'm on a given a username this can be anything you specify. And password. Okay we need to change the access level here to all records. Now which one of these do I need to check. That all it right back here my documentation. And all API selection should be checked with the exception of NTR. One man and project also here is my public URL so were to go back into that right now. So service ticket API. Here of selecting what service board don't want the integration this integrated and have access to them and specify. Helpdesk. Now is call back that's the I need to grab right from our documentation. I'm going to paste it here for comic your robe and the format of the URL. HTTP. FQDN yeah. Pay attention here folks this is a really important. Place for you to change your FQDN this is just something we have put in the URL. To reference the place where you're going to put in the of electric server. This is a very common generator support department. We take a look at set up in ConnectWise and someone has this URL that the copyright documentation. In the URL field and did not replace. Your with their own X server so this is really important step remember coming here. And put in the FQDN of your lab server. gonna go through and check some more of these API's I need to select a member for time entry. I will select this one from the list. And I'm going to proceed right on down on the list remember the ones I'm not checking. RN TOR LogMeIn. And project. NTR skippy you not today thanks on the scroll right on down the list. And make sure check all of the rest of them with the exception of project. There is something else you need to be aware of rumor going through these API's. You might not see it explicitly in the documentation. Which means it's all the better that you're here today get this information from us now a recommendation we have. For the configuration API as well as the managed services API is that you're going to need. To put a check in check boxes for enable automatic child of configurations. What we mean by that folks is that. Let's say you have been a ConnectWise partner for a period of time. And you were previously integrated with a different and solution. That integration would have made an association. Between that arm solution and one of your configurations. In ConnectWise which are typically. Your access to managing the computers are managing for your clients so each client sync is an asset it is an axis into a configuration. In ConnectWise. And so. If that configuration his argument associated with your previous solution. When you come to integrate with into an LabTech is not going to sync with that one. Because it says I'm already it detects that configurations are exact. But putting checking this check box here the configuration API and then again also under the managed services they PI. That allows LabTech to go ahead and create new synchronization. For that configuration and it's going to make a child. Out of the one that already existed. So it's just a key component here. It's another call generator forks or receive payment assets are thinking okay review previously integrated with a different which watcher was great let's go to your log in this picture we have these the guy. That allows LabTech to created new one. In two. Child the existing one to the one we creating I have created my integrator log and now I'm gonna go ahead. And save it. Okay you can see now the integrator log in has been created. But we're gonna do is we're going to now pop over to our let tech installation. I have already gone to the marketplace you see I have the marketplace here I've already gone to the marketplace and download. The ConnectWise sync. Here under plug ins that says current items for me because I'm current on the connect RY sync because I came here. Checked it and with a checked I did an update. That meant it was available to me under help cement plug in manager. And here's my ConnectWise and if you haven't done those steps yet you'll just need to checking this box after you for the check in there it will reload your pelicans. You may need to go to tools and then system cache. After you've done that. You're going to see the ConnectWise button in your toolbar across the top. This what it looks like the first time you come in here. To set up to ConnectWise integration. Noticed my little checklist is telling me need to make sure have a few things on hand. Integrator log in ID while which is created that second ago. Password I just that company ID that's going to be your company ID when you log in to ConnectWise and the ConnectWise server Well I'm glad you asked about the ConnectWise server you are we put this right now Portugal for two or documentation again this time. Want to take you to our knowledge base so I'm actually gonna start over here go to knowledge base search. And you're gonna search for ConnectWise cloud URL. We're gonna search the article in here it is. And now it's telling you what the URL needs to look like. For your ConnectWise cloud server this is an important consideration if you're ConnectWise cloud. Partner you can't just use the log into the ConnectWise client with you must use this bureau. So again if you ConnectWise cloud partner. This is the URL you're going to need when setting up the plug From within LabTech. Having pointed that out let me go back briefly to the rest of the documentation the page we're on earlier about the integrator log If I scroll down here so here's where it was talking about the integrator again. If I scroll down here. And look at configuring the plugin. Scrolling on down. To the general settings here we have the ConnectWise URL. what this one looks like. Four on partners. It's the same except the beginning here just begins with whatever is the FQDN of on ConnectWise server so for cloud partners ConnectWise out. We're just replace in the API dot dash and a that with whatever Of York print server and again that was just here further down my documentation. Under configuring the plugin. Okay so we have identified that I have the your own login ID company ID login password. When it the east indicate that I'm ready to go this is a check them he had gotten active next button that. We're not and like to start configuring the plug in until you feel about the checklist. Okay move right along my ConnectWise your well I just had that coarseness I didn't actually copy and paste in the mind the board. Integrator log I just created. Company ID. And check credentials. Looks like it was good. Here in the synchronization settings screen we're going to select a company filter the recommendation is company to be selected to all. And then a work type we always recommend regular for the work type. Here opportunity ID or making a selection for any opportunities that gets sent from LabTech. To ConnectWise. We're selecting. Which member going to be affiliated with. Now for synchronization noticed you the directional indication from LabTech. To connect wanna sync clients. Which is our company's ConnectWise gonna contacts. On wanna assets and tickets. If we want to you have. Ticketing and access to be able to synchronize over to ConnectWise. We must have this checked. To establish relationship between clients and connect with companies so that are configurations can go to those. Companies as well as the tickets. Here we're deciding for any comment entered into a lab tech ticket where I want that to get written. In ConnectWise ticket in LabTech ticketing. Commenting is an internal action he commented it can only be read. By left it can't be read by the contact on the ticket. That being the case since a comment on electric ticket is an internal communication. We're going to select internal analysis. For where they come and we'll get written to. In the connect Background sync allows us to communicate every twelve hours to synchronize data about clients contacts. As well as assets. We recommend leaving these checked and click on savior. In updates mean that the settings have been saved. my next button has become active. Okay this stage of the plugin set up we're looking at the different service boards that are available in my ConnectWise instance that were making decisions about where to one want tickets created in tech. To go. Based on where the ticket originates from. I just wanna take a quick second to explain how this list got populated. Here on the previous page. I plugged in the ConnectWise URL. I choose the mural that I pointed out to you guys because my server is a cloud server not populated. My company ID. That's how was able to pull in my information using these credentials for the integrator log in and find what service ports I had available. The same thing would apply if you would put in your ConnectWise on tram information in here as well. You be specified neon from URL company ID providing integrated login and password when you did check credentials that's really a lot This screen to get populated so what we're saying now is a ticket can. Created in the control center this means literally one of your help users somebody in LabTech logged in as a technician creates the ticket. What service board is it going to and what service If you gets created from the tray icon. So if tray icon is being displayed. On the agents and the end user creates a ticket from there it's going to the helpdesk board with service type of workstation. Now we're seeing all other tickets meaning created by monitor created by script. Even by email is going to this board my manage service alerts board. And I've got to service tape on there of mass change you might choose another value in this drop down you just wanna make sure you don't need to set to. Not selected that's selected is the only invalid choice in the drop I can leave it on must change and save it. Hey our service port settings have been saved. Let's move on the next screen. In this step of the plug in setup. We are mapping ticket service status is on this tab. From LabTech to ConnectWise going to map service status For a lab tech ticket. To get mapped to watch status on the corresponding ConnectWise notice here for the help service board. I already have them populated I did this myself. A moment ago but if I look at the managed service they are currently not set. Someone go through see if it's the LabTech ticket of new. status to method to in the ConnectWise ticket. For electric ticket of open. How will map that. Two reviewed. For that tech ticket of stalled. I will call that. On hold. to make the same decisions for resolved. And only the same decision for build. It is recommended that you set all of these statuses for each service board. Before leaving the screen. Now ready to look at the next tab which is saying when the ticket is in ConnectWise. What status a map that status to in the attack. So for the helped service sport. Notice how I have a few selected already. Okay so I can just go through a picture rest of them new ticket. In ConnectWise let's map that to my new status. For waiting on parts repair in ConnectWise. method to sell. To stalled. For schedule. Maybe a map that to open. I need to make decision. For each one of these statuses. For ConnectWise status on each respective service to say. What do I want to map that to. Is a LabTech status. This is my help service board I'm gonna make the same decisions. For my other mapped for you click on save. I noticed the ones in yellow are still indicating. That they haven't been mapped yet it is a recommendation to mapped all of these statuses. We're ready to click on next after having mapped to the were ready to map priorities. So I've got a ticket. Priority in LabTech of super low. What don't method to four ConnectWise to give priority. Maybe I would call it. No SLA for very low. What wanna map that you. Portal want to map LabTech critical. And super critical to. What about urgent. Again this is when the ticket in LabTech. Has. This priority. What is the ConnectWise ticket priority I want a to you. After we've made the changes and save them here to click on save. The next page. Is the final page of our plugin. I'm now ready to. Import companies from ConnectWise to be LabTech clients. Here are my ConnectWise companies. I can select whichever ones that I want to import. Into my left tech. I did choose check from here. I could say create locations for any of my clients don't have the location already. And with whichever. Companies I have selected here for a quick on import. Then those company are going to get imported and they're gonna show up in my clients list back here. In LabTech. At this time I'm not going to go through the import for all of those. I will import the test company. And there is so XYZ test company shows up in the control center for. I finished. And I have the integration set up. This is the basic configuration of your integration. With ConnectWise this is ConnectWise plug in version six point two point one point 22. I am now integrated with ConnectWise. I have mapped service boards I have met. Statuses and priorities. establish communication. And we have important clients. This is the basic setup of a ConnectWise integration. Okay great you for joining today's webinar. You can sign up for our support webinars at support dot software dot com. For additional training opportunities like becoming certified lab tech professional please visit us on the web at software dot com. Forward training. have a wonderful day.

  7. Vipre Setup Support Webinar

    Mon, 22 Sep 2014

    Welcome to the viper set up webinar. I will be going over how to install your viper business console. As well as integrate viper in order for you to be used threats. And do policy integration. The very first and you need to do is contact your account manager. Or percent and it. To keep your viper licensed there are two types of licenses for you're going to have to antivirus protection standard edition. In year olds are going to half that premium edition. Currently not supports version six point 2.5. Point one. Of either one of these consoles keep couldn't keep in mind that you cannot use. A byte for business standard console if you hold up premium license and vice The difference between these two products that pipe replacement standard edition is to break viper protection. Premium. House additional features such a firewall. In patch. The first thing you want to do I'm going to run. Mine piper business. You're going to get an email with instructions on how to do this this scientist. Once he installer packets and solar instructions for your installer packets. Just double click it. Click next. Except. And your company. I'm just going to on the email contrast on note when you entire. An email address here you're going get notifications. That happened fast. Next we're going to do a full installation and this is going to be server box. You just installed console in the report viewer and chest and their report viewer. First purposes full installation. And If you do not this console if you for some reason did not kid I your premium console or your standard edition console open ticket with support. Using the support at software dot com email of course we will be more than happy to provide it for you. So my diaper console finished installing. On again six point 2.5 point one currently we And you version. Then it's. Once the console opens up and next to the server portion. You'll get this box to school and click next. This is where you're going to to your key. Some hidden and and it's so. Once you have to enter key. Click on hump day. Next. I Gagnon to have another chance to configure that. Very important incompatible software Rommel this as one of the features that op offers out of the box. what this means is if the viper console that tax on machine in the same where it gets the server. In you and thanks. It's going to remove whatever EBS currently install. Very important as well remember I mentioned just a few seconds ago that piper is able to detect machines in the same that is installed. This is we gonna need to enter if you want this feature to work if you want automatic deployment. To be pushed from the server you will need to enter administrator credentials. For the machines I would not do so this is not something that ideally want in my environment so I'm not gonna turn this on I'm not out anything it is on. But it's not going to push me deployments it is certain that piper does not have access to any of Next. Next. And that's Just is a little box. What on protected computers means he can beat this. An and there these are machines. That. Aren't connected insisting that what this might buy per server is actually so this is why they can't BC. Any installations of viper will be in the protect that computers notice. On your left off. You're going to have your politics over here these are actually templates good in terms of creating templates for. Different. Companies that want specific exclusion tease acts come pre configured for Nothing happens only by server and ETU. It to something extremely important that's going to be HTTP points that need to be open in order for the to operate correctly. One of the ports and the main important port it's going to be. One ET you know to. This port is what allows the machines to communicate to the server. If machines are not able to talk on this port installation is going to fell. It me install a trial version but at some point it's not going to even start to expand service switches the active protection service. For piper. Another you're going to it's going to be 18088. This port is important because. We needed for. The integration with LabTech to in order for policies to be created. For to create policies in this console and to be able to communicate with the database. This port needs to be open. You also need to open port 8123. This is actually in order for you to be able to do patching. Nine in the server. Eat after you have verified that port one eight TU 198. Eat any happier. Premium licensed. All these points 8123. For premium all these ports have been open afforded to your after you've done so then we can discuss optic. The very first thing you want to do when LabTech. Is that all of your viper components are up to date from the marketplace. you'll be here as soon as he the marketplace available updates I recommend. you through each section and so for example the sections you want to worry about. Look and it's. Makes your. That your current if it thus does not see any if it does say anything other than current. Goal and an update and next sections going to scripts. In here are gonna you're going to be looking for that LTE. her agent in stuff. So there and it's again make sure that is current when you add this scripts. Other dependency will be added two way and there is an on installed piper. There's go in. Local get this this mixture that. Got. All these are done. One sex and would be your buyers scanners. I don't follow up with these we trying out as many it's possible. virus scanners that are supported yes viper will be supported. In terms of detection in LabTech so there's double your viper definitions mixtures that they current again it that they state anything else He probably want to updated. So click on day. In and we are ready for the next step. So in order to deploy viper. You want to double click on the client which is going to be here at the company name. He will go to in phone. can fix I already have my information populated in here more than likely you will not. Make sure that you your external term. Fully qualified domain name. external IP address we recommend that you do you use a fully qualified domain if for some reason. Dot per server. IP address teen deaths those machines will not be able to talk any longer to by percent aren't and could cause problems. The next thing you do have to this your version AV version six. 456. Depending often on the version that you set up. That's what this script is going to run on the she. Make sure that you save your changes of course. In order to deploy it piper you have a few options you can actually dual from the location animal. Scripts. Antivirus. there it's going to be that T agent installed. You can delay in the group level. He can do it in actual client level I'm going to do as an agents. Level. The agent level and need to make sure that of course. other antiviruses press and least optic it's not detecting anything. So you can do it from the computer management's begin or again you can just right click the agent. Scripts. Antivirus. LT by per agent and style he can do this from the computer management screen. Income friend that your script is running. From the scripts If you like to see one is going on is happening sense here it's successful. These are all the commands. That for that script if something fails to this would be a good place to start it's T know whether download and what not. One thing I do want to point out though that still does not detect. As a virus scanner on the agent content This is because By the then piper and it's that's not with any anti virus definition it's. That's one of the locations that we use in order to detect. So given up all 24 hours to should. Self weeks solve that it if it does not itself speaks well need to take a look at your and that's something I'm going to do right now. Back in my vipers error. I'm going to take a look at the protected computers tab and that agent in question. Keep in mind that they going to beat down into that. Soul. You're gonna notice over here that definition says zero ideally it should be up to 32992. Or when you're. But because of X. LabTech will not be able to detect that it takes about an hour normally maybe a little bit less. For the machine to get definitions. From the server. It can noticed that some time has gone by in for example access update fail. This is more than likely because your server does not have enough to handle updating definitions for the clients. By the fall by different Dunst. How this all your agents. Actually get definitions from the server in order to oversold this to make sure that policy that the or eighty policies that you have. In there. Your updates you allow them. To actually go to the Internet if the local updates are on available night and this gonna be double click on the policy. In this case it was to the policy. He could see the here if you need to address policies you can do so from XP and aid in if you don't see it right await updates. The next thing going to do this is actually gonna be my local address ideally you want. Want to have the external IP address for your server and as a policy server section. your updates server I actually want to trick the smashing into thinking that. It is server which is not so it's going to automatically. Forced it to go to the Internet right away to get those definitions I'm going to hit apply. one thing I would like to mention about the update server once you've changed since. Byte no longer be able to update dead person built up the product by people viper. Not all not only does it by your definitions from the piper server it also updates the software. Product version from that from update server of course. In wanted some currency and antsy and want so it's gonna be your loop back address. But again if you change says if you force it to go to itself. You will not be able to update. The agent So this one not to deploying six point zero point 5481. In this is the latest version viper. The viper build that it updates to. Still. The definitions are complete. From my windows eight server again and once you've verified that this her. Then and give LabTech about 2.4 hours to detect the anti virus. I also want to point out that we how to an article discussing this problem. The need to. Deployments in are not protected by tech. Let's say that you waited long enough and it's still not happening we have an additional article that discusses. Wide it. I just explain you know change your updates make sure that the eagle the Internet. And of course make sure that your updates server is the loop back address there is very important note to. That wants you do this. I your actual the stopping by her from updating to I noted that have confirmed the definitions have updated. I'm happy about it so I'm actually going to force LabTech to detect confirmed discus I wanna fields they've I want to make sure. That not take recognized says that there's an antivirus installed so I'm going to do update come fades from inventory which is down here. Can also see from began. Commands. Inventory. And wants it it's done. You can do every cent system everything I don't like overloading the and insistent and Reset and processes. Wait for the commands to finish executing. the commands are done Gaudio welcome screen I am happy everything looks Definition date looks good. In my scanner is running now let's say This did not happen and we are going to get is an S ban on the service not found running here that your script failed I would like to actually discussed this. Because you will run into it it's very likely that this happened to you. We do have an article. script fails to install. This is the exact you'll experience this band service is not me not have installed properly. So that they have very first thing you want to do to confirm that port 18082. Is open afforded to the viper server. An even that. That doesn't mean that the and its self is able to talk on the we have seen in many times where the client actually closes access. To the port. Still that would be the first thing to do you can actually do this from you don't have to get on the machine. tell meant. Seeking to have from the built virtual comment SS states. If it's successful then that part is done you move on to the next step. We do create a log. In that LTE STC folder. For viper. If you see any of these three are really these two errors 16061790. We have additional articles for you to review of something is going on with the operating system on that point. Now that in this country because not to access it failed. But when you revealed how long it actually says installed successfully what this means that something went wrong with that. Agent communications. So we do have an additional article that I leave goes straight into threat tracks web site. In this is what the article will look like. So you have to delete two files as well first you have to stop as answered if it if for some reasons running if viper is not communicating prop up properly more than likely to spam service that protection service will be disabled or stopped. you'll actually delete two files. From programme you have to confirm that and that registry and machinists talking to the server. If it's not you can edited and wants he had deleted the files to reference files here. In use ensured that the current rack server a and external IP addresses being used. The you can start dot spam service that she will be able to move. Second to your piper server that point. So I have installed. But I would like to on installment. Very simple we do have a on install script. You'll go to begin scripts. Antivirus. on installed her. Click okay. Soft drink you triggered uninstall script make sure you go to your Scripps town to confirm that it is running. The very important thing about uninstall script it works only with this specific build of viper. need to ensure. That your installation disk many names to if I at this age and some Ian antivirus. It needs to be here person needs to be six point 5530. So my funding. But I this let's say that it is not that built. But you still need to on installment at that point you need to go to the Into server. You'll have the option to do remote on install. He can right click multi select different agents. In on installed this is going to turn to command for you. If let's The machine is not communicating in order for that command toward the have to be talking to the servers for some reason machinist not talking. You can remove it to reclaim your sensed this is going to be accomplished by right clicking. Remove agents from catalog. Alone piper about 48 hours to correct licensing. Back in My script my script successful some and the welcome screen make sure. Scanner shows very very important after you her. He need to reboot the machine. That was the first part of deploying viper. I used LabTech. The next will be integrating piper piper information in two tech. Keep in mind you do not need this portion. In order for you to deploy viper you can always deeply you popped this on or not. member first thing to make sure that all your components are up to date from the marketplace at the very beginning of the Once you've done so go to plug in manager. Enable your viper animal plug and clicked yes it takes about a minute for everything for the database to actually hobbled the plugin. I'm to the viper hysteria something very important that I need to that. End of viper server. EDT policy. Our end and the fault. Policy. Click OKE. This is pretty much all need to do an order for. viper console. Two Hulk and to another important thing that needs to happen is you need to have agent. Installed and for this to work if you're going to be using the policy integration EDT top. The dot net framework three point By deeply need this to install the viper and Atlantic agents in well as the viper servers so. That should already PM place for you. So I enabled plug in I verified that I amend the policy. It's in the viper console I have verified the dot net 3.5. Offering work. In in places wealth for some reason it's not there and make sure that it's there I have a lot take agent and that server. Verify make sure that my plug in Is so how true false. Now been opened by percent in this case is going to be this Windows 7. Box. So nothing yet in order Ford LabTech to recognize this the server you didn't need to do everything from inventory. Keeper nine on the command and the command to stop wait for all the commands to the majority of the commands have finished executing more than likely the system useful. The processes services. this new one right here especially this guy they audiences that it sign. I am going to close. The server computer management screen. I'm going to re open it in order to be able to that piper top. The next step is to enter the server information. In an and Terry your user theme. Your password. connects from ports going to be 180. End of sir. I'm gonna play that you can put a fully qualified domain you can play on internal IP address. I'm gonna use the internal IP address. And I'm going to click never mind unique credentials. So I'm just gonna put adopt. Saying. Look at your commands tab. Make sure that your commands are finishing executing. Them while this is going on I'm going to show you where you will find out. Lot EU or port swine. Connection ports by default again it's gonna be When in doubt check your viper server. Senior viper server you're gonna go to file. Site manager. Select the site. In here support. You'll use esteem port that's displayed he. After your commands have especially of people against. Now that piper top essential and years. And it. Looks connect to give it only about twelve to 24 hours for those machines to actually start showing In here. He didn't have to give it some time because we just enabled a plug and we have to allow text database and processes to actually. the detected on any remaining machines or any of the agents that actually viper install. I give it a little bit of time Amy I did do a recent everything one of those agents did brand installation of biker. So I'm gonna take a look again. server. And I actually XT reporting and there is actually a webinar for integration with piper and I'm gonna briefly. Delivered fresh her on. You have to places where you can address. Policy integration with viper. You how. Your dashboard this is going to be your based policy he go to configure configurations. AD policy. We have the viper integration enabled still. Make sure and this is also is this business practice that you hobby or exclusions Eighty kind of custom applications if you have LabTech installed of course that you installed agent if there are databases in that location. Nation that that is also it for example. On disk and it to the and find it broke rank. I'm just going to exclude the whole LTS he. Location. And older we can browse to it. It's gonna. Turn exe states still whatever comes from the from the dashboard it's it's going to be your. Over here in terms of exclusions of course how merit and all right what this means is if LabTech tax that there are multiple. Policies assigned to a single agent it's going to merge all exclusions. If you have older right what this means is whatever it was last policy applied to that and it's going to the the exclusions that. The machines. Have. One thing I want you keep in mind as well if you already have policy integration enabled or you already custom policies created in the viper console. Stay away from this we going to take over your policy management and this cannot be turn offs this may not be deal for you. Another thing to keep in mind is that non all the settings are available and how You can and it's. Not to create a in the viper console you can not edit settings that exists. In I think it's a little confused and just keep in mind whatever settings that you and half to. Changed and in their optic patrol if there are settings that are not available and You still wish to edit then you can edit those optic generated policies in that columns. clicks a K Another way. That you can in. Create these templates or sorry these policies is templates. going the under patent and templates. You can just pick whatever you want you can just mean it you know just. For desktops. to antivirus policy. Click new it looks almost the same to passport with the exception that you look like. You need to name it. Still cold this desktops. Not nearly gonna make any change hands. And click save. Now we have a template associated. antivirus template associated with it it's. Click save so. The way this works is these templates trying to groups mentioned that there are agents and those groups. So expand he depend mean. On Agent it's gonna look for desktops. Just double click on the desktops. So automatically applies desktops template and make sure that in house not a priority. Still I do not need to worry about this but if if it was not then you would you can select your template from here if you wish to. I had different templates and to This thing is about templates is that even though you name them. This is not a lot optic is going to reflect it's going to. Create these policies mapped that policy pass busy you'll past one if it's templates could be zero if it's. is to name also policy that LabTech creative for a specific agent. You can actually Steve this in the machine itself. Sol we're gonna take a look at windows eight machine and effective policy. In active And you can see. Complex. And deep full this comes from the you can also see. Very. This is the number that you're gonna be looking for whenever you go to viper. This agent should be enough pub ST eight takes. At least fifteen to twenty minutes for a policy to be aided in to the console. And tools bring on that if integrations not working in fear having issues we do have an article. This is going to stop any communication and winds. On the viper server you're not gonna be able to create policies not going to be able to Steve detect it. Still. We have this really good article. actually group older. Every that you're gonna find and ST. And it says. You know it goes from yes if you input incorrect credentials. out port one ECO 88 it's closed it is recommended that you disable yearly C. And CM URI a there's a specific sometimes gets corrupt. You want to. Delete died in get next time we do an update plug in its command. If you wish for pop tech T and notify you if past detect threats. This is not on by people you actually have to them monitor. Make sure that in the marketplace you have DB read the text and monitor and place. So let's name this is not skeptical and deleted so you can see this. By. I click new monitor. There SAV threat detection and next. Our monitor has been created very important about this monitor it will only notify If it is critical. Threats. Any threats will not be going to this monitor so PC that vipers things that are not consider all. You're not going to get notified if you need to customized contact your account manager I am sure they can get this. Pop and get help for you in order to. Do this. Keep them that this is a monitor. I believed that. We can actually eat we will need to enable it on. The clients and it's gonna pick only agents. to internal monitors that AD threat detection is actually on it. But it's set to do nothing so even though it has been added it's not going to open tickets or whatever email you or anything like dot. This goes to. You're. Alerting. He can actually ET UN. You know auto accept out of action and what you can. Just read it ticket that would be probably your past that. Your category of course. And like terms off notifications for threats. This is only four of set up and not take integration please let us know if you have any questions. Okay great thank you for joining today's webinar you can sign up for our support webinars at support dot software dot com. For additional training opportunities like becoming a certified lab tech professional. Please visit us on the web at software dot com forward slash training. Thanks have a wonderful day.

  8. New LabTech Partner Portal and University Support Webinar

    Fri, 22 Aug 2014

    Good afternoon and thank you for joining us for the LabTech partner portal and university what's new webinar. My name is Michael Miller and on the web product manager here software. My name is bill in the we're really excited to have you guys think here are the talk about the new features in the lab partner portal and university. That's right sub today we're actually gonna introduce you to all of the major new features in the left her partner portal and the lab tech university. And we're gonna start that by going over our presentation. So. The first thing we're gonna talk about. Is the LabTech partner portal then we're gonna talk about the lab tech university and then we're gonna take any questions that you may have and we're gonna give your test drive around these new sites. I'm gonna talk about that left tick of the unity theme that we use for this website up for all of the the the partner support web sites. I want to talk about our new log retain I'm gonna talk about our unified main menu. And then I'm gonna talk about the performance optimization that was made to the sites to make run faster. So our new unity thing. There's something completely different for us. We've we've given an updated a more modern look and feel and I and we've used this site to re scan all of our partner support web sites. And so what this is done is giving you a more visually appealing. Web of in more intuitive and that's easier to use. On screen you can see this is a screenshot of the home page of our new partner portal. This is our new support page that used to be support suffered dot com. Here you can see a screenshot of the server dashboard. the alerts menu open any alerts that you get for your account of its that are coming off of these due to different partner support website you can find in there. And then here we have a look at of the branded marketing materials page this is where you can go and you can create brands. For your business for your different branches your locations and you can create marketing materials that you can then pass on to your customers. Up to these are just a few pages that we have in the partner portal that are scan this unity thing. Now the next thing I wanna talking about the login. We've heard a lot of partners say that they didn't like. Having to log into all of the different partner support web sites and so we definitely agree with you and so what we've done is everywhere that you see this site this unity theme on these different web sites. We're also gonna have a single sign and so when you sign in in one unity site. It's gonna assign you went to all the others. We're gonna apply this to all of our partner support web eventually. And that's gonna give you a true single sign on experience. you can get into the login by hitting the item of the partner of log in button or you can go to the main menu where it says click here to login. After you do that pop up is gonna should appear and you can put in your email in your password. You click log in. And there you go the site tells you where you are not it tells you who you are. Our it tells you that you're logged in in ready to go and then you have access to all of the resources of these sites have to offer to all of our partners. The next thing I'm gonna talk about a unified navigation. Another complaint that we received from partners of that we really took to heart was that there were too many partner support web sites their resources into many different locations. And they Where to go to find this of the other. And so what we've done is we've taken. And one that new main navigation menu and we've applied it to all of these different partner of resources. So when you use this navigation. You can get any of our resources anywhere that they're located from one main navigation. And we took it one step further. On the home page of the new partner portal we've also added some quick launch buttons these quick launch buttons. You can get to the download you can get to our documentation site you can get the university and bill's gonna talk about that in just a minute. And you can get to the support page always just a single click you don't have to do anything you just go these buttons and off you go. Next we have an example of the alerts. On the main navigation menus at that you have an issue with your account if you don't have a role assigned. If you're missing something inside your left thanks come and alerts gonna be posted here with a link. When you click that link inside that it's gonna take you exactly where you need to go to fix that to fix that alert and to resolve it. And get taking care of so the my company. Menu so this is where you have information about about your company does such as your website your address the different locations that you have if you have more than one location. This is where you have your list of contacts this is where you create new users new web accounts to get to log in to this software A you can also get that to your server dashboard which is gonna have information about your LabTech server about the the products that you have on that server. Such as about ESET her viper storage craft. You can look at your agreements which are. The list of products that you have in their license keys and if you have to viewer your invoices you can use the view and pay invoices link. And while we don't have that say we scanned at this time we will in the future but straight up to that site without you losing this one. The resource is menu contains links to all of the resources that you need. In order to manager server we have our current release schedules. Our products and updates this is where you would go to actually download the version of LabTech you have installed in your server now or to receive an update to download that update. We have our legal forms in here this is where you would go to make your brand and marketing materials. And we also have a generic agent on installer. Let's say unfortunately maybe you lose a client and they want them removed from their computers this is where you can go to. To get the generic Asia and installer for them and take care of that. We also have links to all of our different programs that STK program the beta program. Our technology alliance partner program and our partner innovation network program. And less the resources menu we have all of our policies. Terms and conditions that privacy policy our code of conduct for you. Our service level agreements third party support Scopes all of that information is located right here. The education menu is where you would come for all things related to training in LabTech. I'm only gonna talk about the self study portion of this and wanna save the rest of it for bill. The self study sub menu contains documentation site. Our knowledge base. The best practice group with. I can't say that I think it's called the best practice blueprints thank you you look there's too there. Lab tech TV. And all of these are online resources that are free and available or partners so that they can go in and started by themselves. Without having to interact with the teacher and of course or anything like that. And the rest of that bill's gonna talk about in just a minute. Does support. Menu contains links to but our lab tech infrastructure status page which let you know if our email our phones our web sites up. You can also view of of reported issues page for LabTech here you can open a service ticket which again will take you to that. be one portal. Without losing your place here we have we have our contact us page where you can see the department heads and how to contact the various departments like customer service. I support. And there's one of soon. Welcome team on boarding team dispatched. All of that's located in there. Thank you the community page this is where you can go for the support news. We're re post announcements that the things that we're doing and on the support on the partner support web sites you can get to the forms from here and then you can also submit feature request. For the core product itself. And finally I'm gonna talk a little bit about our performance optimization is. But one of the other complaints that we from partners was that. The site was of the V two site was so slow so very slow. We listened we heard you we understand and we totally agree with you so what we've done optimize the site. To make it at least two to four times faster than anything that we've offered before. Not not only that but we've built responsive on page controls. And we've made the of the pages gives you feedback so when you're hovering around when you're bouncing over different things light up. Of the main navigation menu you don't have to click it to open it up all you have to do is hover and then it'll open up itself. As you mouse over different things they'll highlight so every page that you're on it's gonna give you some kind of feedback as to what you're doing you know when you do some save something successfully. It'll let you know if there is. An issue. It'll let you know what that is if you forgot to fill out a certain field that we're gonna tell you which field. We're gonna tell you the fields required so. All of these are examples of what we've done to make the site runs faster smoother and and give you more feedback. And now my turn it over to bill so you can talk about the lab tech university. All right thank you very much there's a great job with the new partner portal. But now we're gonna get into the university. Things we're gonna talk about your going to discuss the unity that we've sort of that we also applied to tech university. Sort of make everything more intuitive for. The new redesigned user interface and user experience. It's it's a great look and feel that you're you're gonna start to really enjoy going back and university for learning experience. Online certification training very excited about that. Brand new excuse university training by job role witches your specific training needs of based on what you do you your job. And the courses are now interactive it's no longer just you know press play and watch others you're gonna have to use and think you're gonna click along you're gonna make decisions. So next is the in my courses next and finally he course its page. And we'll talk about it a few minutes but it's just it's a great resource to find all of the stuff that your picture currently working on or have completed already so with that we will move on. Q how did we get here well. The new tech university curriculum is we we like to save half and making. If you've ever been to use the old university then. You'll understand that. We have a lot of stuff in there that kind of missed the mark a little bit it's it's much much better now up based on. Based on the best practice blueprints I believe it's called right the they are based on the experiences of our subject matter experts here LabTech. The best ways to accomplish your business goals they cut out all of the clutter essentially because instead of just the video where we're gonna show you. You know the screen with thirty buttons this is actually gonna show you how to get from a to B to to do that things that you do every day your job. So this allows us to have. Allows us to have. You know more programs. It. Much more adjustable curriculum. And we emphasize a lot of the Y with in this it's its its a much the much better program a word that were working from now and that is being the foundation for all of archery. So. With that we will begin Q it is. Reminder of how the unity. that that we have working throughout the entire partner portal Atlantic university we design to to look and feel exactly like what they've designed. Within a LabTech partner portals that you start to understand and you understood you you know no where you need to go to get the reasons that you need. So what I wanna point out on this on this screen here. This is again the partner portal home page the university quick launch button. Now this is on. This is going to be a great place for you to you Once you start to take your courses and you start You start to to complete some courses. You'll start going to this university button click on will take you directly to my courses home page that you all of the information you need. All of the courses that you're working on that So. It just reiteration of had the same unified look and feel. Still utilizing the speed unified mean navigation at the top the everywhere you wanna go with Atlantic university as well as throughout partner portal. And I. Clear navigation resources you'll you'll just know where to go. So here is an example of the new user interface and user experience that we've created with Atlantic university is is a screenshot. Of the role based training home page they can see who sort of with a flat design here that sort of you know you're seeing a lot of throughout the Internet. And just like oh what Mike said you your. Hovering over and clicking things there you're getting feedback from from the page so you're hovering over some of these Akron titles that you might not even know what they are it'll actually tell you what that acronym means. Again it's in just a familiar consistent design it that will that will offer some unison. Give you that into that that intuitive path to where you need to go. While I'm on this page I'll go ahead and make note of the navigation. Of the navigation on the right. Underneath and depending on what your permissions are within your organization if you if you wanted to and reporting. That will actually be how you access you'll see you'll see something and another exit and on screen but tonight you'll see in believe it's under administrator administration. And you can actually view you've. You know what you've accomplished if you're if you're an administrator. For your company and you'll actually see what your employees are doing what they've completed this at that point as well. So. Now we'll move on you are certifications. This is gonna move fast hover over education at the top. And the university certification programs you can see that right with unified navigation. And super super excited to have this available to you for the very first time within LabTech university. Before it would the only way that you can get certified with LT CP or LabTech certified professional. Is coming counted to Tampa and going through one of our old 38 boot camps. If you still wanna do that you can absolutely do that and and there's there's a lot of benefits to. To doing that over actually going through the university or virtual training program as well you can get all the information on any of those programs right here on this page. By clicking on the LT CP. Gallery there. On the alt TP OT CP the LTC tile. Is certified engineer. Now the LabTech certified engineer is a step up certification of all of the LT CP. On it is currently still in development but if you would like to get notified when that is ready within university there's a culpable notify me button. When you click on that tile and and get the OTC information for LT CR that's LabTech certified architect. That is going to be highest level of certification get within LabTech still underdevelopment I currently. But. Like I said we are very excited these the very first time and the awesome part about these is that they are completely free. you're able to go through the entire certification. Foundation self study program. End once complete its. you will be able to. Taking proctor exams to get sure teacher LabTech certified professional certification. Pretty cool and a very cool awesome and is is it really it is really free. Like no cost seriously free and at no cost so. Win well I mention made mentioned the life training. This is the in the same foundation that you're going to get within it within that university. You'll get a little bit more IE you'll have a little bit more. it a little bit deeper with unity in the instructor led things you'll you'll pick up some so why that's why there is benefits to going through that which I believe I mentioned already. but to use you get that. That that that foundation of black textured certified professional knowledge you can get that right here for free act on LabTech Atlantic university. So. Here is the role based training page you are quick screenshot of this. He slides ago. So the role based page is something that we had. Started. first iteration with prior Q switch over to our new our new format new design. Within that we were able to expand that greatly we have within this specifically within our system engineer course which is the one is that highly agreement moment we have about thirties 3536. Hours of content accurate picture of access to you. Just like the certifications page here you can hover over the. these tiles actually see what these acronyms are but I'll go ahead and tell you that the SE is the system engineer role. Being the is network engineer and is network administrator. is service manager. SD is service desk technician SAE is sales engineer. And the AM is account manager. again you click on is you're going to see some some feedback from this page it will actually slide over to to the to the left to reveal the courses that you need to take. And enroll in cute you go through that particular that particular role on these Based on seven industry standard okay what is delivered within each of these courses. Is what is best suited for that person doing that so for instance the account manager role might be a little bit different from the service desk technician The count in general might be a little heavier on things like reporting business intelligence and maybe some light configuration for some times when you're actually face with the client. And then on the other hand service desk technician be heavier on things like help desk in and take it tech to accurate reconciliation things like that. So you'll see that there are some some differences within each one of these roles. Com but lots and lots of great new interactive courses redirected to tryout with Atlantic university. And here is a after you in role in in in none. In one of those roles and enrolled one of those courses within the role. This is the mobile device management. Course lessons page. I mean first of all like to point out the red checked mark to the right of the executive overview shows that this actually has been completed in this course. not able to go to the next until you have a check mark on the one can't just jump from beginning to. No nor should you. Nor should you there's actually a pathway that we'd like it takes so so you'll start to see that as as you're going through these courses. Once you actually go into one of these lessons. Now you're gonna get into the actual nuts and bolts of what lesson is Atlantic university. I mention the best practice blueprints before. What. Those are trying to accomplish a business goal. That you do you know every day or maybe in configuration stage. This is the enabling LabTech mobile device management that's what that's something that you wanna do you with with what you want to enable LabTech mobile device management. On this page again went with that the flat tile design on this when there's two of them which might see as many as three. The big one the big blue and is the workflow and that is sort of the meat of the lesson actually takes you through step by step of how to accomplish whatever goal that is based on a couple of use cases within it. I'm on the right is the workflow diagram. This is a high level overview. Us in sort of Vizio like form that will show you what it is that your picture going to be clicking through in this lesson. So I bring this example up a lot that'd you know if you're in the middle of your training session and something happens we're eating it up and leave. But you know much time you have click on that workflow diagram mineral show you real quick okay do I have enough time for this maybe yes no probably not. so that's that that's that's nice little tool that we that we offer here on this page and then the third that you might see out depending on the lesson is the hands on activity and actually takes. The interactivity to a whole new a whole new level. Where you are not just going through the steps of doing you're actually doing it you're actually creating that client you're actually. Adjusting settings on group things like that. Very very interactive. I'll just point out also the below the these tiles you see that lesson overview purpose the other views a couple sentences based on you know just explain what it is that you're going to be learning about. And the purpose of which I mentioned before is we really wanna make sure that you guys understand why you're doing these things wise that's important to your business wise important that this is something that you do you on the basis. So once you actually click on that blue tile that workflow now this is actually going to bring a pop up yours After a few you know reiteration of things like the purpose and you have some prerequisites and whatnot to the use use cases page where you can actually take. Where you can actually decide what route that you wanna take the lesson might not all have like this sums and than my we have one but this one has three so. In this situation you would say well I I need to acquire and install Apple Indian certificate so I'm gonna click continue on that actually follow that path. Well in order to do that you're gonna start seeing the steps to accomplish that goal this workflow. The black tile is going to show you what that step is what that step is in for lack of better turn. Term in black Deep blue is going to give you a little bit of additional information may be a little bit if maybe some tips or something that we can't quite explain it without giving you just a little bit more than than what you're seeing for view. Below is not just a screenshot. You'll actually CE. The mouse moving and viewing going through the steps that you see above you in the boxes and the progression through this course or speed me through this lesson. So in this in this scenario you'd see it's like mobile system install Apple and instituting click next you'd actually see the do that right there. While out while talking about this page well down in the bottom right hand of the screen are three icons. Odds and some cool features to use throughout this throughout the all the lessons. First of all the back is if you want to go back one lesson. The refresh looking thing is to read is to replay that slide so if you. Read these steps. Above but you miss what happens with that the mouse clicks you can hit that replay and I can see attic yet. Can't expect you watch and read same time. And then the one below that when I'm sure you're familiar with. Sort of looks like got something from Google Maps or whatnot it's it's you are here icon. You click on that's actually bring that that high level workflow diagram issue that I mentioned. Before on the outside of this lesson that's gonna bring that it in front of your face to sort of show you where and that progression you are. It'll give you that that that you are here icon saying that this is the slide and this stepped accurate right now. And also depending on what lesson it is us most of them are a lot of them have decisions that can be made well if you actually. Decide that you want to go back in and make that decision again you can click on that. Particular title in the map and we'll bring you right back to that you can make the other decision site probably should take before. I'm so it's very very cool very very interactive and very very excited about the that that it's turned out so again. Participation is required with these things work flows diagrams hands on activities are all what you're going to get within these lessons. And you can decide the outcome so it's sort of like a few people I'm dating myself but choose your own adventure book. I was just my favorites of my favorites so it's just it's you know it except for the excitement in this amazing story telling. It's just like that there's it's it's it's it's it's very cool we hope you guys are gonna like it. So I mention the in my courses homepage before a few different occasions this can be accessed both through the unified main navigation menu. And also by clicking on the quick launch button university quick launch button on the partner portal home page. This is the page we're going to see all of the courses that you're currently enrolled in and have already completed. We really hope that start to see this is also an ongoing resource type page for You know I mean let's say that your in the process of going doing some troubleshooting within your own system you can actually say yourself you know I remember doing something like this go back to this and access my course because of preacher and I know. I know was that I just completed that lessons he can actually have two screens out. Follow along on one you know with what you see on Atlantic university on one screen and and actually doing it within the control center on on the other screen. So we really hope that you guys started to use this as an ongoing resource. If not only for just you're simplified access to all things that you've completed and you're currently working on. So that is it for my explanation of you Atlantic university just so you just you to a quick. Recap. Mike talked about the unity theme that is so prevalent throughout the entire partner portal and take university. The. The new log in is is a is a great great new feature that we we did respond to your teachers single sign on. The unified mean that mean navigation menu is. Where you can access everything that you need to use no more bouncing around from site to site you get to anywhere in the teeth through that mean The performance optimization is another thing that we we we heard your cries and we answered them. In attitude times to four times faster a great job in redesigning everything and integrating everything you know ways it makes it very very. Easy using fast. Within university we did a complete redesign of the user interface and user experience the look and feel of how lab tech university is. The online certification training is brand new was never offered before and now we offer for free in university. The trading by job role is that I didn't get the training that you need for the courses that you. That for that the training that you need for the job that you deal. And these courses and lessons are now no more just you know press play and watch a bunch of clicks and buttons and things like that it's. It's your actually get in there it's just like choose your own adventure book. You're actually decide the citing the outcome and how how it's gonna end up. And then in my courses home page now we have simplified way to access everything that you're currently working on. But everything that you've completed already and hopefully an ongoing resource for you an index of things in the future for for. For what you're trying to accomplish within LabTech and that and we think at accurately and enjoy all of these features are passed back to my. Well thank you very much bill. We listened to everything that you sent to us over the past few years about all of our partner support web sites and the main thing that we want you to take away from. What we're talking to today is that. We've taken our time and we've created a new and improved. The user interface and user experience on. That we haven't gotten all of them not to do all of them a one time would have been a herculean task but we did about two thirds of them. And then we've got the other 13 firmly in our sites and we're having their next so we're gonna. Take this improved UINUX and ago but all of our partner support web sites. Where as we do that we're gonna apply a true single sign on to all of these sites as well also now everywhere that you see. The unity theme you're also gonna have a true single sign on experience and we're very proud of that we're very happy to offer that you. We have our unified main navigation so we've taken all of our different partner. Support resources. From our docs to lab tech university to the forms to all of the different sites that we have lab tech TV. All of these sites and we. Paid at a moment this unity theme and we've all given the same. Navigation so this menu is going to be the same no matter where you go that's gonna offer all of our partner support resources in one menu. Now we've made this sites faster. Again like those two to four times faster than anything that in the past and we're continuing to optimize that. And since these sites have gone into production even. This past week we found a way to make of some of the sites even faster than they were before so we're happy to continue that kind of work. And then finally we have a complete new lab tech university that's got an entire. Score of courses that are available to you all of them are are brand new their focused on what you do work every day with LabTech and we're just. to happen to offer all of this to you. And so I want to thank bill and and I want to thank you for joining us this afternoon. So this is the new. LabTech partner portal this is the landing page that you see in front of you right here right now we're not logged in. We've got a nice video there that shows you how to use the web site little introduction to some of the changes that we've made and this is radically different from anything that we've done in the past. And so we have our quick launch buttons here and as you can see when bill hovers over those that they light up as he hovers over the the main navigation menu. It pops up. No no that's fine so it's And so let's. Let's take out let's log in and and take a drive. So this is the new log in routine that I was talking about before. Instead of login pages on all of these different sites what we have now a single log in pop up. You and you have to suffer com via email and password. And then it launchers are into the site and now this site is actually telling you. That bill is Stephanie. Sometimes Stephanie Steve. So we're logging in with a test account now so we've got a couple of alerts there that are in the main navigation menu of the alerts are they're nothing to be. Alarmed hat of the user of making sure that your account is up to date and so what it's asking you do. Is to a go in and update your personal profile update your personal information to make sure that its current. And then out to make sure that you have the proper roles for the website to your company in your local portal admin can do that. And if you have any questions about this website as you're going through there of bill if you can hover over the support me. So and then now let's see here I'm looking for. So in the get help section right in the middle of the support right there there's the partner portal help. If you could click that please. So and then click one of those any one of those pages to them. The left there so what's gonna happen is it's gonna take you to a section where all of your questions about the part of partner portal going to be answered here you can find help. It's gonna of tell you how to use the partner it's gonna tell you how to navigate the partner gonna tell you how to create a new account if your portal admin. It's gonna it's idea how to use the branded marketing materials it's gonna answer a lot of the questions that you may have so if you do you have questions I would suggest that you go there. First. Lectures a page. I was just gonna say this is very pretty and well I don't wanna hog all the glory can we take a look at the university absolutely I want to see one of these choose your own adventure things. Okay. So go back to the home page first. So as we mentioned before this will take you directly to the my courses home page. So the first time that you log into the universities of you'll be automatically enrolled in the lab tech one one course as you see here you'll see all this other stuff until you start actually. actually start enrolling in this everybody can enrolled in the one course everyone is automatically enrolled in the 101 LabTech when no one is the basic knowledge that you need to. To understand the terms and things that where there were going through it and whether certification oral course. It's says it's the standard it's you know it's it's creating users creating clients things like that way what are those things. So. I just clicked on a LabTech one. Now. Within that. The LabTech when course there's the student orientation section this is going to be very very useful for for first time users because it tells you how to navigate through the university first of all. On what you expect within a workflow and then also for reporting. If you have any questions about any of those things and you have not. You haven't taken another look at the I highly suggest that you do that. So click on this navigating the university. In. The interest of saving some time I'll just click through these to get to use some of the actual needy ones. So here is the components of LabTech technical overview. You'll see in all of these courses that are going to be. Over views of some some some sort whether it be an executive overview. Or technical review act executive a little bit high level. Technical get into a little bit more of the United Technologies and things that you might be seeing throughout the course. Com but once you click on here on I apologize the little big. But this is actually these overview videos are self let these are not anything that you need to click through. But but they're very they're very well done I think there I think they're very pretty. And also. There are very useful it may help you help help explain you know on a high level what it is that you're about to get it So. I'm gonna click next year and also what you pay attention to our progress here. See we're going from org our progress is actually following we just that for an hour when our five this bars going to it to travel right along with you it's gonna go all the way to finished. Okay what I was saying before about. You know these that some of these will have to use some of them three. This is an example of of of the lesson with two different. Two different resources within it so again. Here's the overview and the purpose or the why why is this important. Then let's go to that workflow diagram because we're not sure how much time that we have available to actually do this right now so let's take a look. Okay so. Not small not big. Fairly doable. So look back. And if you ever need to you know take a look at this just to justice. Just to see you know where you where you know where where you wanna be ago you can you can you use this for that as well. So back out to be to the page. Here is the actual workflow. That that you're gonna want to go through. Okay this is the this is than the need of the last. So installing and logging into the control that your goal that you and your business goal that you want to achieved so by clicking begin. It's going to reiterate B the why why is this important fairly self explanatory. Click continue to move on any issue couple corrects considerations these are things that you either need to think about ahead of time before you get into this things that you need to complete before you get into this lesson. and the steps of this lesson like for instance. I union make sure that the old drive is not steal T shares you know that with and when you're. When you're installing controls that yes I do of course So so these are just some things to keep in mind. While you're going through this things to take care of before you actually these steps so use case scenarios these are. The that you're going to take. You need to install LabTech control center on workstation or server so I feel like that's the one that we wanna go through in this example click continue. And here we go as you can see down here this is actually showing you all the steps that you need to do com and this is. The black and white version of that navigates to the LT share mapped drive. This folder run the control center install files administrator all of that is happening before your eyes through the magic of television. I'll click continue to can you move on. And again some more some more steps with some more. Some more visual visual display. Right here wanna bring these up again IE I hope you remember that if we wanted to go back one we can click the previous button. If you want to watch this over again you can use the replay option here. Start over or my favorite part you are here. Click on that and. You know what I'm going to you. Let's finish this when I wanna you better on and that I apologize or grabbed the wrong one. No don't. So. Continue continue. Appropriate to map the old drive and let's do this one instead. All right so again. Same things. I want to try this over here now okay so this is where one first of all we haven't gone very far you can see here that this is this is the you are here second On the second slide of this of this presentation. So but let's say that we are down here somewhere. And we wanted to you. Go back and changed in the decisions that we've made so. This is an example of a way that you can influence how this lesson is going to end up okay. Are in the same private network. Let's say no. You know what I'm not sure I'm not comfortable that I feel like I said the wrong thing there let me go back and try that again. I am I am on that network. So now we're going through completely different path with a completely different outcome to this like your and your book. Now I think I might myself there but that's okay great great book. That is about it I don't like I said very very it. Easy to follow along with an enjoyable training experience and it. And now it takes are a lot of clutter from the old stuff that we used to put up on Atlantic university in and it really just. Gets down to what is it that I need I need I need you may be in C in order to DD. All right. That's fantastic thank you very much bill and and thank you all for joining us today. Then I let you know that if you have any issues when you're when you're dealing with these web sites because they are brand new and there's always that chance if you have any comments. anything at all suggestions. The about the partner portal you can in a web master electric software dot com. If you have any any questions issues with comments about the university you can you know training. dot com and we'll be happy that to speak with you. That and that's all we have so thanks everyone and not see online.

  9. Network Probe Configuration Part 1 Support Webinar

    Fri, 15 Aug 2014

    Hello and welcome to this week's support webinar. In this week's webinar we are focusing on the Network Probe Configuration Part 1. Before we get started I want to make sure that everyone is comfortable with their virtual environments. In the navigation control window of the webinar you have the ability to ask questions. We will silence all communications during the webinar and use the questions window for primary interaction with the audience. We will conduct an overview then move into a demonstration followed by our live Q&A session. It is recommended to send in your questions as soon as you have them. Thanks for joining and let's get started. I would like to introduce our speaker for this weeks webinar, Scott Logan. Welcome to the support webinar. For network probe configuration. Part one. The network probe is a service that runs on any -- -- agent. That allows that agent to discover other devices that are connected to the local network. Let that can be configured to push the agent to any windows devices we find. And also gather data via S and -- about any of the other devices that it encounters. Today we will take a look at enabling the probe. And making some configurations to enable the push. As well as detection of devices. Part of the -- being able to push the -- -- out to devices it finds. Is making sure that there -- passwords set at the client and or location mobile. Before making -- computer probe. It's a good idea to make sure that their passwords -- on the client and or location. When -- double click on this client. You could see on the passwords have. I have an account called location admin. And you can see here the format of that is domain backlash. Account name. If you're -- -- -- group environment this can also support using dot backlash. And in the account name. This one is set at the client level. And if I expand the client and double click on a location. I can also have password said that the location I was well. Once we're sure that we have valid credentials. In either the client or location on the -- were stabbed. We're ready to make a computer -- network -- -- double click on this computer. Here on the welcome to have. In the agent flags section. You can see that the network -- -- fox is currently unchecked. As soon as a project in the check box. It's going to ask me if I'm sure that I want to enable the network probe on this computer. -- click on yes and that will launch the probe -- set -- wizard. When -- click next here. The first green is the deployment setting screen. If you recognize these two accounts. Those are the accounts that were listed on the -- which have for the client and location. If I decide that neither one of these is a valid administrator account to be able to deploy. The -- occasion to any of -- computers at an probes found. I can right -- -- here. And add an entry. I'll go ahead and make a couple of selections on here notice how log in -- -- for administrator access has a drop down. I'll pick which one of these I want to use -- location have been. And I have to select a template to be included in the deployment package. All -- default selected. -- next. In our on the detection settings portion of the wizard. Here in the community strings field. We have to tell -- which community strings we wanted to use. It is preloaded with public private and -- them. If the environment. In which are enabling -- network probe has separate community strings. -- them here. Comma separated. By default these -- the -- that we are scanning we can add additional ports here also comma separated. And the -- frequency is set to one today. By default. Notice how the check box here for collection is currently turned on. That means this probe will attempt together data via as an MP form. If I don't want that function turned on I can uncheck it now. An average -- -- here to enable automatic. Agent insulation on its own devices. At this time it's not checked and I'll leave it -- -- for now we can revisit that after we complete this wizard. -- -- -- And quicker and finish to conclude the groups in a process. After I finish the wizard I can go to the commands have. Connect is to have -- program. And status of pending. Click on the -- to continue to refresh and notice that the status is changed to success. And it shows that probes installed. And even as -- saying that I now have a new network probe cap. Here on the network probe tab. I will start by going to be -- settings section. And we need to popularly. Which IP addresses we want the probe to scam. Please note we do not have the ability. To exclude certain ranges that we don't want scanned. If there is one entire subnet but there is a chunk of IP addresses in the middle of that that we don't want scanned. We need to set -- ranges to -- below -- them and above them. Thus omitting the -- we don't want -- There is no way to say simply do not scan these address. I'll put -- my address is now. -- -- that one. -- modify marine slightly. And on this one as well. And so here you can see I'm scanning from one to 49. And then. From 75 -- to 255. Thus omitting everything between fifty and 75. Notice here we -- that enable collection checkbox that also showed up during the wizard. This is what's going to allow the probe to be able to collect data from -- devices -- has detected. You could turn this off if you don't want to probe to collect data at this time. For with a checked it will attempt to collect that data. We will go into greater detail. About -- collection. In a future program and -- Back over here under remote push settings. You can see -- again. -- for credentials. That are available. To attempt to install galactic agent on devices that we find. Here's my drop down if I decided I wanted to add a different account I can select it. And that it. And I can even select. One of the passwords in this list. If more than one is present and choose to move it down or up. To change the order in which we attempt those particular. Credentials. Right now. The probe is not attempting to install the -- and tiny computers it -- Because enable automatic network installation. Is not checked. If I put a check in this box. Then every time the -- scans which is currently. One today by default. It would attempt. To install that -- tech agent on any windows computers it found. That currently do not have the agent on the if we scroll down a -- here. You can see we have. The S and MP settings that were available during the wizard. If I need at a later time. To add more strings. Or change some ports I can do that here. And notice now. On the screen we also have -- an MPV three settings. S and MPB three requires authentication if any of the as an MP -- devices at this network location have as an MPV three enabled. We'll specify -- -- an -- were. In this section. Okay let's take a quick look. -- some of the other tabs that are available. -- -- -- -- -- -- -- I have the -- command step. Commands have that exists on every computer. It will record actions that have been sent. By this group. So for example we attempted to install the agent. We would see the results in here and get feedback. If I can tie this into an example. We'll go back to the general -- I'll go back to the general tab and you can see here. I still look this check box unchecked to enable automatic network installation. Perhaps what I might do. Is go to the network segment for this location -- probe is. After the probe. Has scanned the IP address is selected. There will be devices showing up -- network. If I double clicked on -- device. I've gotten install button right here. So perhaps before. I enable automatic network installation on the probe that would come here and -- on install. That I can go straight back into my pro and I can go to the -- commands tab and watch the results here on the screen. If the results are successful. Perhaps -- come back here to the general tab and -- that enable automatic network installation. If that's my goal to get the let's take agent on any device -- -- Or perhaps there'll be. -- -- -- -- That will indicate there was a problem -- Deploying the agent. Perhaps indicating. There's a problem with this password. Or something else for -- to troubleshoot. So the probe commands have as were -- going to be able to see. Functions that the probes trying to perform. Okay S and MP traps. It's an MP traps are going to be available on certain as an MP enabled devices. On the network. If the probe. Has detected one of these -- and MP devices. And that device is capable of sending straps. You could tell that device to send -- -- To this program. And when I go back to the general tab. Appear in the identification section because -- the local address of this program. So if I went to some device perhaps a rotary switch that's capable of sending there as an MP traps to a specific address. And we'll tell what device send your traps to this IP address for my network -- Now back here on the it's an empty traps -- I need to tell this probe to trap. Any data that's being sent. Soared to -- -- Perhaps I would call it a catch all. If I don't specify any additional filtering in here at all. I can use this. She simply gather any traps that are being sent to this IP address of my network probe. By any machine. It's just a catch all. Alternatively. I may choose to -- a trap. For one particular. Device. -- -- -- -- -- -- -- -- -- I'm looking for traps -- coming from this device. I could save it. I deleted this one. Now I will only be trapping. -- data that is sent from this IP address. After that has been set up and the device has some points in the straps over that it is -- -- appear on the -- Ability information. IP address -- -- it is of of the term value was etc. -- -- Notice how I already have -- -- -- showing up on this tab. As soon as I made a machine a probe. It shows approved configuration and synchronized. Notice here I have other values such as starting -- system. Notice here have. Networks can cute. It's showing me that I have initiated scanned. If I want to see what the progress of the skin as. Within this -- computer. I can go to the tools tasks in groups have. Americans check the -- can position. For me reflects that has done. If it was not done you would see a certain number listed in this field to indicate. What position was and within the scam. The -- of -- have is going to show you. Probe activities that have been sensitive scan. Such as enabling the -- or changing settings. -- events. Are similar to what we saw back on the -- and MP -- step. The -- probe has the ability together syslog data. From certain devices. Right clicking here and -- -- trap. Once again maybe -- will say -- I want to know. -- information from this device. And save it. Now we're telling the network -- to try to reach out to. This address. And get through this -- logs. When they're gathered -- gonna show here in the syslog. -- -- The network -- can also serve as the TF TP server. I can use this to. Serve files out. Two computers on this network where the probe is located. And I can also use this to have computers upload their files. To the probe as a TF TP server. If I have recently added devices. To the network. At this particular location. -- -- re -- network. So for example if I went and installed 25 new computers. And I wanted to probe to find them and try to -- -- them as soon as I it's set up all 25 I could come back to my probe risk and the network. In double -- them. And if enable automatic network installation is. Checked. -- try to -- -- -- to them. Read tech devices. Is related to -- -- -- collection. That is a topic of network pro configuration. Part two and not something that would be included. During this conversation. There are also some commands that are available. That are specific to the network -- On this program for quick and begin. Commands. -- -- to probe. And we have a few options here. Disable. And enable collection. It's simply another way to. -- and check that checkbox. Fast -- -- -- the computer in fast talk. Current devices. Purge any network devices that this probe has found. For slept at two PC. If I could have -- slept at two PC. -- could specify the hostname or IP address. Of an individual computer wanna turn to use the probe. To -- the -- here. Refresh configuration. Means that perhaps I've come in here and made some changes. To some of the settings -- general tap. Refresh configuration. As telling the stroke to update the configuration settings and that's something you would see under the -- events have after the configuration have been -- Refresh push installer. Perhaps there have been some changes you've made through the push installer perhaps there'd been an update to -- tech and a new version of which installer is available. We will tell this probe to refresh the push installer so that when it tries to. -- epileptic agent it will take the changes you've made the changes related to the new version. Start networks can. Is identical to just come -- clicking -- re -- network. Tracing. Is going to give us a much -- detailed. Description of what's happening when this probe. Is out there scanning and attempting to perform actions such as pushing. And the tree -- Just used to -- the -- walks to say summer. That concludes this portion of the webinar. Hold -- turn -- -- question and answer session over to. Kevin Davis. So our first question is is it possible to exclude -- PC from the network probes automatic deployment. The ways these system currently works is that we scan. Via BIP address so if you happen to know the IP address. Of that machine. You'll excluded from the range. Next question. Is there a way to probe different view lands within a network. The probe is not capable of crossing the the aliens due to the -- cables. And -- switches. Work with passing packets from one network. Segment to another this is why we asked that each viewing and have its own corresponding location. In and you put a probe for each location. Next question. I am unable to delete a machine that was the network -- This is by design the reason being is that you are allowed only want. Network -- per location and an order to delete that machine humans first -- check it. As. A network probe. Then you can go ahead and remove it if you were having problems with this we do you have a script. That is located under the maintenance agent. Probe removed from an offline agent this can be run to correct this issue for you. Next question. Our servers the optimal location to install the network -- No. Network probe. In scanning functions. Are very processor intensive. We actually recommend and best practice is to use the least utilized machine. That it's on. Within the network to reform the network scans and act -- -- -- -- question how frequent can you skin I see the one -- but whats the Max scan frequency. DB once -- day. It's -- best practice however. You can go as slow as once an hour. Please realize that based on your network configuration. And approach configuration. That this may flood your network. As well as its over task. The machine designated as a -- again this is why we recommend once a day. Next question. -- remote agent deployments automatically update the -- package to be pushed after agent updates. Or does each probe enabled computer need you have to refresh Egypt and ran on. -- -- machine will deploy the most up to date. Package available from the system. It is also noted that the agent even if it is a previous version prior to an upgrade. The agents themselves will automatically upgrade. On this next subsequent check -- so it doesn't matter if you had. An older -- push from the probe because the -- Self updates based upon its templates addicts. Does the probe acting as a syslog server where we can have devices push lost the probe or does it cool -- from the device. When you designate a probe to be -- syslog server. It is just like any other syslog server package out there you must configure the -- device to point to. The probe machine IP address as the syslog server. It's a push operation not a pool operations. Pool is actually be accidentally templates. Which is covered in next week's advance. -- Is there's still an issue with the network probe and AVG. Version eight ethnic east cause a blue screen on the -- This was a problem with the EDT product not the -- -- network probe. This was due to do there. DO -- included. In their product. As far as I'm aware. This problem has been resolved but again this was a problem with the EDT product not the network -- Next question is there ever any reason to deployed more than one network pro that location. You -- its system actually prevent you from having. Multiple network probes per location. This -- single pro single probe per location. Should a probe also be configured as a master. It does not necessarily have to be again we are using a least utilized. System. Whether it is a master or not. Can the -- can be configured to automatically check. The external sync flat boxes such devices will automatically sync to connect -- For this operation I would actually recommend running. A script you could write a constant script that would actually interface with. But this is not within the scope. Of today's webinar in -- actually part of an advanced scripting. -- power. Next question is -- script that can run against the locations such probe that will alert me when it finds -- -- new device. What I would recommend. Doing is looking at our new computers detected internal marcher. And modifying it to look at the network devices table. -- questions -- how do you prevent the -- from shuttle and duplicates in the control center. IP addresses. It is clearing the inventory once per day. So if you have multiple skins. And DH CP you potentially could have -- computer. With different IPs listed one would be on one would be off. This is. Default behavior. And at this -- cannot be changed. Next question what traffic is required for the automatic -- of polish installations are PC. God this actually should be. Covered in next week's more advanced webinar. But it does not utilize just ER PC or -- 445. And 135. We have multiple methods to attempt a push from the probe to the endpoint. If we have a server set up as network probe but would like to change it to a less used management PC is this easy to do. I. Check on the other that is the correct operation he would first -- check the server designated as probe. Wait for the operation to complete. They -- she released PC that you want designated as -- management PC. Go ahead and select the network probe and allow. It to be in -- Can you please recap the difference between -- detect devices. And -- -- network. The -- detect devices. Will go ahead and -- -- list of devices currently listed in the network devices. The re skin network is when you want to change the IP range. -- to attracting or adding. X question does the probe deal with casting. And what is the best way of troubleshooting. -- Not sure exactly. Understanding what casting. Is to do with networking. If you're talking about -- -- and this is one of the reasons why we cannot cross the Orleans. Question can you save pro configurations. For changing pro machines. These probe configuration. Is stored at the location level. So if you. However. I would question why he -- constantly change -- probe. Machine or -- designation from one machine to another normally this would want to be said it wants configured. And then do not change and less required to. If the location has a large amount of clients and devices is it worth it to have -- dedicated PC for this. This would all depend upon the amount of information you wish to collect and if you wish to collect information about both desktops and servers. It would be best practice to have -- designated machine. However if you're only looking at its servers. You may not necessarily need to do this. The best course of action would be too. Baseline. The amount of information that is being collected as well as the resource usage. On the machine to determine whether or not you need a dedicated pro. What is the best practice when the probe identifies a host as a network PC when it is a piece. I believe you are referring to. Hypervisor source such as if sex is sex -- such accident and hyper V. In these instances. We have other methods. To designate them for VMware we actually have an action data field or additional info to designate. The machine. As. A hyper. Visor host. For the other. Hypervisor -- You can install -- Linux agent. And if the hyper V supports dot net 2.0 framework you can install an agent on those machines. However. If you can not get either those requirements. It will always stay as a network device. Well it seems that we have answered. All the questions so far if there's any more remember we will be doing in advance what the -- next week. Think you. Have a great day. I want to thank everyone for attending this week's webinar. This webinar will be made available both on the forum under Lindsey corner, and on LabTech TV under support webinars. I also wanted to remind everyone about the resources we have available for you online. By going to support.labtechsotware.com we have a variety of educational resources, including documentation, Knowledge Base articles, and LabTech TV. On behalf of LabTech I want to thank everyone for attending and hopefully we see you at a future webinar.

  10. Web Control Center and Quick Connect Support Webinar

    Thu, 7 Aug 2014

    Welcome to this week's support webinar. My name zantops a trainer here LabTech and we're gonna be focusing on the web control center. And a quick connect support feature we have optic products. At the end of the session we will bring in the subject expert matter. To discuss any questions you may have. Following display. Before we get started. Let's go ahead and take a look at our software recording policies I'll give you a second to read through this and please don't reproduce this. Or use for any other purposes than what its attendant for. Okay it. So today's topic has an agenda. We're first gonna look over installation pre Rex what do we need in place in order to use the new style control center. We will also look at accessing the new web controls. Allowing client remote access using the web controls So there is a feature where you're able to allow your clients to remote into their own desktop machines. Via the web control center for no additional. expense. Or client expense And then last we'll talk about accessing the quick connect And what that can be for. So with the installation for Iraq's one of the things we must do right off the bat. obtain the wed control center configuration plugin. From the marketplace. So when we go out to the marketplace. We must be on the local text server. So I will need to come in here. Nineteen viewer hand. Q my server. Once I do when I go under tools. I have Atlantic marketplace available to. and launch that. How open it. Locate slogans. And find the web control center configuration. Which I already have updated my server. So once I selected an updated located under against is help. Plug in manager. We can see. That we already installed the web controls configuration. Plug. This is what allows me to access the new web controls the unit that export and Atlantic. So now I can go back into my lab system. I can go into the dashboard. And we would go. Configure. Emigration. And this is what allows me. Q brand and manipulate the new web control style look which will go back to and just a moment. Next thing we want to make sure for a pre is that any user we want to allow to have access to the web controls and her. All their permission Has the allow web access permission to login. Anonymous users will only be shown the main welcome screen. Where the users that have this allow web access permissions selected. Will be able to go in and download location specific installer packages. That are agents. So let's take a look this it is. We'll find our user. And we will make sure. That on the permissions. web access checkbox is selected. This will allow this user. Do have a run in of the web control center. So we just showed you after we do. Go to the marketplace. We download the web control center configuration plug it. We make sure user the allow web access permissions elected then we can access through the dashboard config integration. control senator. The interface that allows you to customize the web controls. Which looks just like this. Now an order for us to always. Have the new style web controls and are available to us which we're gonna take a look at it just a second. We would need to make a small change to a file locally on the server. So from the LabTech server and and navigate. To that C drive. And called. WW root folder. We're gonna open it up and some type of and a how to do this. And then we are gonna change the following line of text. Too didn't style web controls information this is what you're just gonna change a winner so you're always going to in the style controls. So we'll change this line of text that CCD fault. So long to equals WW CC two for pixels are too. So again we have to be locally on the web on the lab server so I'm gonna go through team to do so. I'm gonna locate. The file question. Which will go. You can see We go to the unit WW group. And this is the following need to change Shalala right click open with notepad. And this is the simple line of text that we need to change so I've already done this to reflect in the control center. This is what we change it to. This is what it look like prior. So we would say URL equals it would have this text you just grab this delete it. And then. Put in URL equals just WW CCC. To make sure you put quotes and close it. That will always point when you go to launched the web controls in any browser. It will point to. The new style controls which we're gonna demonstrate right now. So I'm gonna go back over here I'm just gonna go in the my system open up. A browser. Gonna navigate to my web control center which is fully qualified domain name. And as you can see it already changes it to the WWC So this is the new style web control You can log in. If you have access. On the permissions tab that says allow. Web. Access web control access If you cannot login and we have anonymous access the you can still get to this page. And you can see here you can download. Install agent so if I were just to select his default install where would that place that computer and that Texas. With not using location specific installer files using these people ones you'll always the machine. Under your first client which we always expect to be So I know which is one because I have the actual number appended to that client object. I can see these numbers because under tools. I have show IDs. So this is an important step you need to select this you know which one. Has that the fall. A client's it. So is Mikey client underneath I have a new computers container. And these computers and cells have been placed here. Because. They maybe were all using just. Did the phones package. I can do the same in my mobile devices down here have the ability. To grab. The it's all packed for them. So if I come up here. That's the password yes it is now I am inside. Of the new web controls Looks pretty slick. You can choose what color scheme that you want to display here I'll show you how to do that just seconds. But now you can understand that I don't just had fall skoler packages. Like I did on the main page which also here now I can select which is client specific. Installer package. Now this gets into agent deployment which were not covering in support webinar but I going on there. And I'm gonna go to travel times. Client. On executed travel location one and if there a packet set up there I'm gonna go ahead and wrap it. Now I have the windows EXC this is district default package. I'm now on site with this client shaken hands. And I'm sitting down and computer and since it's a four. Person shop after all work group maybe I'm just gonna come here and I'm gonna select this exe. That's gonna down each and my tray icon in start reporting net. Maybe it's a bigger environment. And they're using a domain environment which we always push if they're using a domain. Windows domain. You're gonna go ahead and use the MSI package. Which I can generate from the screen. And link it to a group policy object to windows. And that's gonna push down the agency machine. So this gives you different options for downloading. The agent. To a client's machine. We also have. This is I like to think of it as a watered down version of the controls. So I come over here on the main home page I System status. Servers that I have available which are five how many workstations. How many computers. I can come in to the dashboard. just a quick display. Kind of like a likelihood that we have a heads up displays and we have our clients'. Computers and so. I can go rate in the these tickets sold by select tickets. I can come into a ticket. I can double click a ticket. And actually see the information. And work the ticket if need be. To close it. I can also go back in his dashboard look at any of these activities such as computers network and running. If they're checking on check in and then they'll have an online status I can then double click on that. And bring up information about that machine. And you can see it's report CPU memory system drive. I can go an independent on what I allow for remote that the PC shut down. I can run scripts. Into a lot. The only time I would utilize this is any case where. I don't have. The control center installed on the laptop and I'm traveling and I can and it checksum. Information out so I can basic information I can do. Some work on some PC's. I can actually good mood and which is very nice. I'll go back to that dashboard again. And you can see my active tickets which are looking at whoever log into to control to work. to the tickets itself. work through any of these maybe read some information from past tickets that helpless working on client's machine. I can go to the clients that. I can filter this out so morning looking at specific client. Or can and select in the one. Now it's only gonna give me information. That's within that clients and now I'm looking within that client how many servers I have one how many workstations. And I'm getting basic information. I've got a password list that I could see some navy I was trying to do an agent appointment and then the correct password is not showing up on the client. I also have product keys that I can see. For that rate at my fingertips. I could also pull a report. So armed with in this client so I'm gonna hit view report. In that I could come in and for a software report. Give me your patch health not is automatically. Going to limits it to do justice particular client and I'm looking. So I wait. I get this. Up health report whatever I'm looking for. And I can get some more information talk to it. Declined so maybe I need this information he's asking you questions or let me get you that it. Some some more backup information on the okay so you can go ahead and take your time when you guys get back to your desk and just work through here and how. It's pretty easy to navigate that's what we like about the new control center. And we also can branded as you see idea what Dark guy and we can each I'll show you how to do that. Once we make change that a file that we spoke of course we're gonna save the file. We're gonna restart and the IS service on the lab tech server. You're gonna clear your history and cookies to see the changes. Because if I in here. And I change this. Mountain logo. But I my cookies. And delete the history. It's not gonna show so if you wanna see if it actually took effect make sure you go on whatever browser. And delete your history. cookies and restart the browser. So let's talk about customizing the way controls You see them mine is a green style content to reflect LabTech here. Com we can also upload any logos like it did with the nav tech User failed attempts are now available to the central's owner. In this was request directly from you guys are partners. And what we mean by this is go into the talk about. So here's a couple new features that were never available we have our it's elected to the pop up if I need to. Number of failed Logan attempts. Now if you go to the main page control sinner and I can't figure it five times it's gone to out. And I can put in minutes lock out. Aluminum people for fifteen minutes. And when that occurs. I did it five times I lock for fifteen minutes you'll see in the whatever users attempting. To log in here I can then highlight that user. And this will become unlock I was select unlock. Now I that users may be one of my technicians. And they're having a bad can't remember anything to you today don't worry about it I just unlock go ahead and try again make sure use this past work. Another big feature that our partners can't ask. And I agree with this it was a security answer. So I'm an admin on the arm pulled into the web controls and sitting at the site of a client. And I forgot to close out the window I get up in the and a smaller way back to the office and with that I do I've left the web controls that are sitting there. For anyone the comments or delete the tickets are remote and in the PC's. So we said we're gonna organs timeout. So if I wait for ten minutes minutes. And analogy I have this open. And I'm not do anything so if I stay stagnant for ten minutes in this page sits here. When I go to click on something to look at it. It's gonna go ahead and log me out. So it's not gonna just leave this session open and it's not gonna leave it just connected to our server where you can work when Up here this is where we current theme. The current It's whatever you want it to look like I'm using this green and background. Again trying to chew on you know. Push push out some LabTech do you guys right which you may use whatever color scheme you use for your company. Where can you get that. Well it tells you where to visit its rate here which I also have my browser so I'll bring you through that area. Okay so here's that steamroller you can go to the gallery section. You can select any color you want to use. Here's pretty much what I was using. Then you would it download. When you hit download this is a very important part. We do not support the top versions here we only support one point 92. So one of the major things you remember. Is the new theme must be saved on the one point ninety. And that's what's used in our back end for this to work. So I can select whatever I want. Check that one point 92 that I'm gonna go back and a dashboard. And I'm gonna to to upload from where wherever I saved it. Maybe desktop where points. In the same the logo very easy. To skills select upload. Find a pictured you wanna use. So I'll come back in the lab tech these are nearly two I have right now so I would select one of these. Hit open. And then that's what will be displayed. When I log into the control center which I'll have to do. That is the logo here. Now remember I changed this loco. This logo raid away through my dashboard. Once I make the change here and I hit upload I'm gonna have to go into the browser I'm gonna open it and I'm gonna have to. Basically go in and delete the cookies. This way it refreshes it grabbed in the logo displease Okay. So the next portion we're gonna talk about. This is a really helpful tool it can be uses a good sales. Technique. A specific contact grant access to their own machine. From the web controls So you may approach your clients and when you're trying to negotiate you're getting on your service plans you may also want to remind them. Maybe for the error couple specific people everybody. That I can also allow you for no additional cost access. To your own work machines. From the web controls you can go on the Internet I can give you an address and then you can access your computer it's gonna be a type of access. Is that the quickest exit team viewer fast now no it's not but it absolutely allow you to go access the farm to After hours so this is something that may get them excited again the on and future use you as their There's three parts to humans and the first part is we've got to create a contact. When we create the contact is very important that we give them an email address and we must give normal web password. That's what they're gonna log in to the controls. Remember contacts. Is not a user so we are not giving this person. Let's say daddy. At the dentist office any access and Texas. We're given access only to their specific machine by humans. The second thing we're gonna do. Is on the contact itself there's a permissions that when we select the permissions. We're gonna go ahead and tell them what they can working active when they remote into their PC. Using the web As you can see there's tickets and DNC. Install the agent them that shut down home. So I'm not gonna do anything with the so they view tickets I'm gonna deviancy. Reviewed shut down get them in three abilities. So I make that selection on the permissions tab. In the last thing we do. Is we go through LabTech in the map and navigation control. Sinner. We select the machine that we want to allow them to access Monaro. Outside office. And we make sure there name is the name that is selected here contacts. So let's look a lot of these three things via that. Go into the system. We will create contact. So I can create a contacts appear which are global contacts they can reach to any of these clients. Such as I did cleverly with alerts. Or to go a particular client because this is where the user is actually part of travel times contacts. And how many do you John Brown. When I select John Brown. The very important part is the email address. In the web password. These have these are case sensitive to this is how metal walled him into the web control center. Before I do that I'm gonna go to permissions tab around the DNC. it shut down. The next thing I will do. It's okay John Brown machine where is he actually located. Within my navigation tree. He's on there dislocation. Okay and he's this machine. I have to and make sure. He is selected here on contacts because this is what's and allow him. To access his machine through the web control center. Okay so once we have selected. On contacts the machine is checking in. And we have. Created a contact. Made sure we gave him an email Pittsburgh and set the permissions. already. To go in. And into the web controls with them. case sensitive values they lower case. Okay. So we go and you can see that there's the computer available. I will highlight the computer. And now I can go ahead and do whatever I told it was allowed to. I can remote into the PC rebuke shutdown. It refresh would ever doubted us. I can even toggle fast talks that we can have more response with that machine has were communicating. So this is a really good thing to make your clients where. You know this is helping them giving them remote access. Products within. You're lab tech product feature already. On delivering them painful. Great. The last thing we're gonna talk about is the quick connect This is a feature that many partners aren't where and it has a really good purpose. So we were just talking about how to use the web control senator. Thumb and how we want to deliver agents through the web controls that are presents install packages Let's say that EG. Is not reporting and at all. Let's say that you haven't had a chance to put an agent of a machine. And again we're gonna use Betty Betty at the dentist office. She's not really computer savvy so we try to tell her to go to the web controls that are and install this agent or machine. She's not follow us. So we'll say no problem you know go ahead and just click on the quick connect feature in even though there's not an On a particular system. I can use to quick connect feature to gain control for machine. So what do I mean by us. If we go out to the web controls and and even if we completely out. You have connect with a technician. Now this will only be able to be. You would only be able to click on this if a technician. So Tuesday. User in LabTech administrator. Is logged into the controls If for whatever reason it's Christmas off this is not even gonna be available peak But we told that no problem get upset we're gonna be able to help you anyway. having click on this for as connect with the technician DC that charity click on. Which he does it tends to install a small. Executable. To her machine. lost the executable. asked her to install she will and then simply put her name in such as I did here. And a quick messes. Felt that sounds good now she's gonna select ask for help. When she selects ask for help on our side because we are logged and we're gonna see. Under tools. Quick connect now we have to open it up once we open it up. I'm okay I see there's Betty she's asking for help let me double click When do that. That brings me to my quick connect such. Again this is no more additional charge. This is here to help users that we cannot. I'm sorry to help out clients. And particular people within that client. It has an agent that stop functioning correctly. Maybe I need to uninstall and reinstall the agent and I can't walk that particular person through that procedure. So I'm gonna come in here and I have a DNC agreement DNC and tour machine and do it for. Or RDP. I have a IE connection. Go ahead and bring her browser and work work through it that way I can also chat with the user the whole ambulance. You know Mattel. And it's a good idea working on this now does to people posted. So I can send information so on they're gonna be able to view that information. On their end. And we're gonna be able to get this resolved. So this is a really nice feature when I'm done because already installed the eighty. Or maybe I did something else for them I'm gonna go just close the session out. So the quick connect option will only be available with a technician is logged into the controls were not there to help them that's gonna be out on the main screen. So you wanna go ahead and select connect with the technicians that'll tell very small file machine. Which we can help them controlled machine. And and pretty much fix whatever the issue it is maybe just so we can do the rest still. Behind this it's. Okay so brings us to the end of the session. Thank you for your time. And I'll see you and another support web and

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