Getting started with Kaseya 365

SECURITY  Master or Billing role

Welcome to Kaseya 365! If you are coming to us from your welcome email, or have just purchased Kaseya 365, this article will help you get up and running with each Kaseya 365 component.

NOTE  If you would simply like to learn more about Kaseya 365, refer to Kaseya 365 Overview and Kaseya 365 FAQs.

IMPORTANT  If you need to add licenses to your subscription, this is done on the Kaseya 365 Subscription tab on the KaseyaOne Subscriptions page. Do not add licenses through your product portals.

Understanding your welcome email

When you purchase Kaseya 365, you will receive a Kaseya 365 welcome email. This email walks you though the steps to take to get started, provides an overview video, and links to this article.

Sender: noreply@kaseya.net
Subject: Welcome to Kaseya 365

NOTE  If you don't receive the welcome email, check your spam folder. If you still don't see it, contact your Account Manager for assistance.

Accessing your new modules

Your Kaseya 365 subscription gives you access to a group of modules that power your Kaseya 365 components. When you access your new modules for the first time as the first administrator user, you will have access to self-paced onboarding that will help get you up-and-running quickly.

IMPORTANT  For modules you are already using, continue to access and use them as you always have. If you don’t have a user account in your company’s Datto Partner Portal or any module instance, your Admin will need to create one for you before you can log in.

To access RocketCyber (Kaseya 365 Pro only)

  • Click Complete your Trial Activation in your RocketCyber welcome email and follow the instructions for creating your account.

To access Datto EDR/AV, Endpoint Backup, and Datto RMM

IMPORTANT  Ransomware Detection is configured through Datto EDR. Do not enable Ransomware Detection in Datto RMM. For information on configuring Ransomware Detection in Datto EDR, refer to How can I set up ransomware detection?

  • Click the Log in to Access link next to the module name in your Kaseya 365 welcome email ; OR

  • Go directly to Datto Partner Portal (auth.datto.com).

See the next section Accessing modules the first time through Datto Partner Portal.

Accessing modules the first time through Datto Partner Portal

The first time you log in to your Kaseya 365 modules, with the exception of RocketCyber and VSA 10, you will log in through Datto Partner Portal.

For your first log in:

  1. Go to auth.datto.com or click the log in link in your welcome email. The login page opens:

  2. Log in using your Partner Portal credentials.

  3. If you have one or no modules currently, you will see the Admin page when you log in:

    Admin page

    If you have more than one module currently, you will see the account selection page:

    Account selection page

    Follow the instructions that follow for the page that you see when you log in.

Datto Endpoint Backup

  • Click Status > Endpoint Backup Status:

    Endpoint backup opens. Your backups are managed through this Datto Partner Portal page. If this is the first time you are accessing the module, the self-guided onboarding will launch. Your onboarding tasks are also available from the help menu until you complete them.

Datto RMM and Datto EDR/AV

  1. Hover over your account name in the upper right-hand corner and click Switch Account:

  2. On the account selection page, click Continue in the Datto EDR and Datto RMM instance tiles:

IMPORTANT  To access Datto AV, you will use your Datto EDR module. Configure EDR before configuring Datto AV.

Datto Endpoint Backup

  1. Click Continue in the Datto tile (only seen by admins):

    This will bring you to the Admin page.

  2. Click Status > Endpoint Backup Status:

    Endpoint backup opens. Your backups are managed through this Datto Partner Portal page. Self-paced onboarding will launch if this is your first time accessing the module.

Datto RMM and Datto EDR/AV

  • Click Continue in the Datto EDR and Datto RMM instance tiles.

    IMPORTANT  To access Datto AV, you will use your Datto EDR module. Configure EDR before configuring Datto AV.

    The application opens and self-paced onboarding will launch if this is your first time accessing the module.

Going forward: Accessing modules through KaseyaOne

IMPORTANT  After your initial login described in the preceding sections, we recommend integrating your modules with KaseyaOne to use KaseyaOne Unified Login.

Through KaseyaOne Unified Login, all your user management, module access, Kaseya University enrollment, usage analysis, and reporting can be done across your stack through KaseyaOne.

To set up Unified Login for a module, a module user with the highest permission level (usually Master or Administrator) must enable Log In with KaseyaOne for the module. Refer to Integrate modules with KaseyaOne.

For an overview of KaseyaOne features, refer to Navigate KaseyaOne.

Onboarding to your new modules

Self-guided onboarding is available for your Kaseya 365 components via this documentation, in-product tasks/videos, and through our Kaseya Ignite Live Learning Series.

Recommended onboarding integration order

Component overviews and automations

Refer to Kaseya 365 components.

Welcome shoutout

A welcome shoutout will appear the first time you log in.

NOTE  If another message appears, you will need to refresh the page to see your welcome shoutout.

Anytime onboarding access

Within any module, you can access step-by-step onboarding any time from the Tasks tab of your onboarding menu. The Tasks tab is available through the help icon OR the graduation cap icon, depending on the module:

After you finish (100% complete) all your onboarding tours, the Tasks tab disappears after 90 days. To replay the self-guided onboarding, go to the Show me tab of your onboarding menu:

Onboarding resources

The following Kaseya 365 how-to videos are available in Kaseya University and within modules. To access the videos for a respective module while working in the user interface, go to the Show me tab of the onboarding menu.

Welcome to Kaseya Ignite

Login and Module Management

Users and Groups

Support, Store, and Education

Integrating Datto RMM with KaseyaOne

Integrating VSA 10 with KaseyaOne

Integrating Datto EDR with KaseyaOne

Integrating RocketCyber with KaseyaOne

Integrating Datto Endpoint Backup with KaseyaOne

Get started with Datto RMM for Kaseya 365.

Initial Setup

Sites, Groups, and Filters

Adding a Device

Managing a Device

Remote Control

Agent, Endpoint Security, and Maintenance Policy

Monitoring Policy

Software Management Policy

Windows Update Policy

Automation

Reporting

Get started with VSA 10 for Kaseya 365.

Organizations, Sites, and Groups

Installing and Managing Devices

Teams and Users

Agent and Network Discovery

Device Configuration and Monitoring Policies

Patch Management

Scopes

Automation

Reports

Get started with Datto EDR/Datto AV for Kaseya 365.

Navigation

Admin

Policies

Organizations

Analyzing Alerts

Get started with RocketCyber for Kaseya 365.

Initial Configuration

Integrations

Agent Installation and App Store

Dashboard and Incidents

Firewall Log Analyzer

Additional Features

Contacting the SOC

Get started with Datto Endpoint Backup for Kaseya 365.

Setup and Agent Installation

Backup and Restore

Datto RMM Deployment

Dashboards

Datto RMM + Datto EDR/Datto AV

Datto RMM + RocketCyber

Datto RMM + Datto Endpoint Backup

VSA 10 + Datto EDR/Datto AV

VSA 9 + Ransomware Detection

Datto EDR + Ransomware Detection

Datto EDR + RocketCyber

VSA 10 + Third-Party Patching

VSA 9 + Third-Party Patching

Datto RMM + Third-Party Patching

Courses in Kaseya University

Your Kaseya 365 subscription comes with access to courses in Kaseya University (KU) to help you learn more about Kaseya 365 and your new modules. This is available to every user (with a Kaseya 365 subscription) accessing KU from KaseyaOne.

Kaseya 365 courses available in KU:

  • Kaseya 365. Kaseya Certified Technician in Kaseya 365 (available to all customers by default)

  • RMM. Kaseya Certified Technician in Datto RMM

  • VSA 10 Kaseya Certified Technician in VSA 10

  • More coming soon!

Course assignment starts in KaseyaOne, where a KaseyaOne Master User needs to assign the KU courses to themselves and to users in their company.

  1. Navigate to the Admin Settings > User Management view.

  2. Locate the user you want to assign courses to and click Edit (the pencil icon) next to the user.

  3. In the Edit User window that opens, click the Kaseya University Courses drop-down control and select the available Kaseya 365 modules: Kaseya 365, Datto RMM, VSA 10, VSA 9.

  4. Click Save.

When a user logs in to KU, they will see all courses available for the modules to which they are assigned.

  1. Log in to KaseyaOne (https://one.kaseya.com/login).

  2. Click Kaseya University on the left navigation menu.

  3. From within KU, click Catalog > Technical Certification or use the search functionality.

IMPORTANT  If you don’t see any of the courses listed under Catalog > Technical Certification, the KaseyaOne Master user will need to modify the user settings to add the KU courses.