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Managed Services Overview Servers, Exchange, Help Desk, and Citrix Infrastructures Prepared By: Envision Information Technologies Last Modified: Thursday, August 28, 2014

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Managed Services Overview

Servers, Exchange, Help Desk, and Citrix Infrastructures

Prepared By: Envision Information Technologies

Last Modified: Thursday, August 28, 2014

Managed Services Envision IT – CONFIDENTIAL

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Table of Contents

Table of Contents ....................................................................................................... 2 EIT Contacts .............................................................................................................. 2 Monitored/Managed Servers ........................................................................................ 3

Microsoft Server Monitoring ...................................................................................... 3 Managed Server Services ......................................................................................... 4

Microsoft Exchange Server Management ....................................................................... 5 Unitrends Backup Management .................................................................................... 5 Meraki Network Management ....................................................................................... 5 Managed Help Desk Services ....................................................................................... 6 Microsoft-based Workstation Monitoring ........................................................................ 6 Managed / Monitored Citrix Infrastructure Services ........................................................ 8 Communication and Policies ........................................................................................ 9 Hardware and Software Requirements .......................................................................... 9 Hardware and Software Warranty Policy ........................................................................ 9 Reporting and Documentation .................................................................................... 10 Assumptions ............................................................................................................ 10 Monthly Costs .......................................................................................................... 10 On-Boarding Managed Services .................................................................................. 11 Termination of Agreement ......................................................................................... 12 Managed Services On-Boarding Contract ..................................................................... 13 Managed Services Agreement .................................................................................... 14

EIT Contacts

Nancy Pautsch, VP Business Development

Direct: 608.298.6991

Nancy.pautsch@Envision ITllc.com

Bill Crahen

CTO

Direct: 608.298.6992

bill.crahen@Envision ITllc.com

Managed Services Envision IT – CONFIDENTIAL

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Monitored/Managed Servers

Monitoring and Managing of Servers is 7am-5pm CST Monday – Friday excluding Envision IT

company holidays. After hours service is available evenings, weekends, and during Envision

IT holidays for an additional fee.

Microsoft Server Monitoring

Offline Servers

Low Memory

High CPU Utilization

Critical Services and Roles

o Database Server Role Monitors

o DHCP Server Role Monitors

o DNS Server Role Monitors

o Domain Controller Role Monitors

Backups

o Job running > backup window

o Failed to configure

o Job Failed

o Plugin Failed

o Backup Exec check

Security Monitoring

o Expired Passwords

o High access failure rate

o Failed Logins

o TCP Max Connections Reached

Event Log Monitoring

o Critical Blacklist Events

o Disk Blacklist Events

o Drive Errors and Raid Failures

o Excessive Events

o Exchange Server Blacklist Events

o Failed Load User Profile

o Folder Redirect Failed

o Printer Driver(s) Missing

Software

o Application Crash

o Application Blacklisted Install

o Expired Product Keys

o New Software Installations

o Over License Count

o Unclassified Apps

o Uninstalled Software

Hardware

o Hardware changes Detected

o Fan statistics

o System Temperature

o Chassis Intrusion

o Disk

Fragmentation

Managed Services Envision IT – CONFIDENTIAL

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o Free Space remaining

o RAID Status

o Uptime 1 month without reboot to server

Virtualization Platforms

o ESX Hypervisor Performance

o Host and VM CPU Usage

o Host and VM Disk Resets

o Host and VM Disk Usage

o Host and VM Memory Usage

Managed Server Services

The following services are included for a fixed monthly fee.

Managing and Installing

o Microsoft Licenses

o SSL Certificates

o Approved Anti-virus Licenses

Updating approved antivirus definitions and routine maintenance

Patch Management

o Operating System Patches

o Exchange Server Patches

Regular Server/Services Restarts

o Servers

o Exchange Server and Services

o MS SQL Database Services

Replacing and Upgrading Hardware to include the following

o Hard Drives

o Processors

o Memory

Backup Management and Verification (for server based backups)

o Ensuring backups are running as scheduled.

o This does not include verification of a DR plan.*

o Restore individual files from backup as necessary

o Disaster Recovery – Restore server after failure

Repair Server when a hardware failure occurs

o Troubleshoot and repair cause of down server

o Install any new necessary hardware

o Hard Drives

o Processors

o Memory

o Fans

o Power Supplies

Virus removal – on server file system only

Managed Services Envision IT – CONFIDENTIAL

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Microsoft Exchange Server Management

Quarterly Reporting

o License Usage

o Performance Metrics

o Mailbox Sizes

o Send / Receive statistics

Capacity Planning specific to Exchange

Patch Management

Mailbox provisioning

Database Availability Group Replication monitoring

On-Demand Reporting

o Top Mailbox sizes

o Top email senders

o System-wide searches

Configure legal hold

Configure Managed Folders

Unitrends Backup Management

Ensure scheduled backups are completing as expected

Review of backup Window and tuning of schedules as required

Monthly test of restore capability (restore of non-production impacting data)

Monitoring of archiving operations (archive disks and/or cloud archive)

Review and installation of Unitrends appliance and agent updates/patches

Quarterly Reporting

o Capacity Usage

o Licensing (Usage and Expirations)

o System Load (last 30 days)

o Archive Usage

Meraki Network Management

Monitoring and review of security appliance status and operations

Configuration updates as required for

o System changes (IP Addresses, VLANs, SSIDs, VPN, WAN Optimizations)

o Content Filtering changes/updates

o Advanced Security changes/updates

Review and installation of Meraki updates/patches

Quarterly Reporting

o Security Report (Advanced Security devices)

o Licensing (Usage and Expiration)

o Usage

Top Clients

Top Applications

Capacity

Managed Services Envision IT – CONFIDENTIAL

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Managed Help Desk Services

Envision IT will provide level 1 and level 2 Help Desk support as defined below:

Set up of replacement computers

o Access management to shared resources

o Installation of software applications

o Installation and configuration VPN and remote desktop software if there is an

existing VPN or remote desktop server.

o Installation of any anti-virus software used by the Client

Help Desk support functions

o Resetting passwords

o Virus diagnostics & best effort removal

o General Windows performance troubleshooting

o Restoring network drive mappings

o Assisting users in taking the proper steps to connect to the Internet and the

network via VPN

Software support

o All Microsoft Office products

o Software pre-approved by EIT

Hardware support

o Support for company-issued hardware

o Diagnostics

o Requesting new computers upon failure

o Requesting hard drives, keyboards, monitors, and mice

o EnvisionIT will send any hardware acquisition requests to the appropriate

person at your company

Printer support includes

o Connection to the network printer

o Installation and modification of drivers

Microsoft-based Workstation Monitoring

Missing Service Packs and Windows Updates

Windows Updates Failed

Auto-start Services Stopped

Antivirus Software

o Disabled

o Out of Date

o Software Missing

Events

o Critical Blacklist Events

o Drive Errors

o Excessive Events

o Failed Load User Profile

o Failed Logins

o Folder Redirect Failed

o Printer Driver(s) Missing

Hardware

o Hardware changes Detected

Managed Services Envision IT – CONFIDENTIAL

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o Fan statistics

o System Temperature

o Chassis Intrusion

o Disk

Fragmentation

Free Space remaining

Software

o Application Crash

o Expired Product Keys

o New Software Installations

o Over License Count

o Uninstalled Software

Uptime

o 1 month without reboot to computer

Managed Services Envision IT – CONFIDENTIAL

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Managed / Monitored Citrix Infrastructure Services

This is a support service intended to optimally maintain clients’ Citrix infrastructures and

maximize performance, uptime and end-user experience.

Included for a monthly fee are the following:

Access to Citrix engineer for remote support weekdays 7am-5pm CST.

One hour of consulting during normal business hours for each Citrix server or

Netscaler included in the contract for Citrix infrastructure issue management.

A discounted hourly rate of $150 per hour for issue management in excess of

hours included in contract. Assumes normal business hours.

Monthly report on Citrix hot fixes, patches, etc. that will include Envision IT’s

recommendations specifically applicable to client’s Citrix environment

Quarterly Reporting to include (metrics reliant on customer owned editions

and licensing):

o Usage reporting

Number of concurrent users

Number of failed connections

Application usage

License usage

Capacity Planning specific to the Citrix environment

Basic network performance monitoring related to the Citrix

environment (latency, total bandwidth usage, etc.)

Alerting on critical health changes.

Envision IT will engage Citrix support as necessary.

Additional services for clients may include (specific services reliant on customer owned

editions and licensing):

Performance and Trending

o Login performance

o End-user Experience Monitoring

o Real-time performance monitoring

Per-user performance reports

Network latency / Round Trip Times

Server performance reports

Citrix engineering time included in this contract is applicable for issue management.

Additional consulting for issue management is provided on a T&M basis at a discounted rate

of $150 / hour during normal business hours. Issue management can cover the following

Citrix infrastructure components:

XenDesktop

XenApp

VDI-in-a-Box

XenMobile

NetScaler

Provisioning Services

StoreFront

Custom audits available per request

Monitoring and Managing of Servers is 7am-5pm CST Monday – Friday excluding Envision IT

company holidays. After hours service is available evenings, weekends, and during Envision

IT holidays for an additional fee.

Managed Services Envision IT – CONFIDENTIAL

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Communication and Policies

Users will be able to submit issues to [email protected] or call our Help Desk at

(608) 256-5680.

All support will be provided remotely through Envision IT’s monitoring software or other

Envision IT provided solution unless it must be addressed onsite. In the event that onsite

support is necessary, standard trip charge fees apply but all services will be covered as

defined in this agreement. If the Client opts to ship any hardware to Envision IT for service

rather than incurring a trip charge, the Client will be responsible for shipping charges.

Envision IT Consultants are available at all times between 7am-5pm Monday-Friday,

excluding Envision IT holidays. As part of the Managed Services Agreement, if a call comes

in during business hours for a business-critical function and the engineer cannot finish the

project before 5pm, the engineer will continue working until the issue is resolved or until

additional parts or information are needed. Issues will be addressed within 8 business hours

for requests covered under this agreement.

Any requests that come in after hours will be addressed the next business day. Envision IT

offers after hours support for evenings, weekends and holidays for an additional charge.

Emergency support is available upon request. Emergency requests will be subject to $300

for the first hour, and applicable off-hours rates thereafter.

Hardware and Software Requirements

Devices to-be-covered must be 5 years old or less from date of manufacture and in working

order to be put under managed services. All workstations must have approved anti-virus

software installed and enabled on them. The servers must be on a properly sized, working

UPS. The UPS must power the server for at least 15 minutes.

Hardware and Software Warranty Policy

Any hardware/software products which are purchased by the Client will be charged

separately from this contract. Envision IT is not responsible for any hardware failure. Any

hardware warranties are between the Client and the Manufacturer. If the hardware is under

warranty and fails, Envision IT will call the manufacturer to acquire the replacement part

and provide the necessary service for replacement of part, as well as re-installation of

operating system and software applications. Replacing hardware parts such as hard drives,

power supplies and processors before they fail, results in less user down time, little or no

loss of data and fewer service hours. If Envision IT’s monitoring software detects that a

piece of hardware is close to failure and not under warranty, the Client will be notified that a

component or entire server needs to be replaced. The Client will have 7 days from the date

of that notification to order the required hardware. If the Client does not place the order

within 7 days and the hardware fails, the service time to replace the hardware, re-install the

operating system and software applications will not be covered under the managed services

agreement and will be billed at time and materials.

Managed Services Envision IT – CONFIDENTIAL

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Reporting and Documentation

All Help Desk calls will be processed through ConnectWise, ENVISION IT’s ticket

management software. This will enable Envision IT to manage and fulfill all requests.

Envision IT will document requests and develop a guide of best practices to ensure that

employees receive prompt, effective and consistent assistance.

Upon request, Envision IT will produce the following reports

o Full Health Check of managed devices

o Detailed list of service requests (tickets)

o Service Level Agreement Metrics

o Network Inventory of Managed Devices

Assumptions

o All service time will be performed during Envision IT business hours or off-hour T&M

charges will apply.

o We cannot guarantee the version of the file needed is available from backups.

o Envision IT is not responsible for lost data.

o Change management is client responsibility.

o If not renewed or terminated at the end of the contract term, this contract and its

related services and invoicing will continue on a month-to-month basis at the current

pricing. This is applicable to any accompanying schedules.

Monthly Costs

Physical + 1 Virtual Server $125 per server

Additional Servers $125 per server

Linux Servers (ex. NAS or Server for VDI) $125 per server

Exchange Servers $175 per server

Unitrends Management $125 per appliance

Meraki Network Management $75 per appliance

Help Desk $ 50 per client

Virtual Desktops with Thin Client $ 25 per client

Citrix Server or NetScaler $125 per appliance

Managed Services Envision IT – CONFIDENTIAL

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On-Boarding Managed Services

A one-time on-boarding fee will be assessed on all managed devices for set up of

monitoring software licensing and configuration and assessment of devices to be managed.

The onboarding fee will be equal to one month’s total recurring fees.

Envision IT Responsibilities

o Envision IT will install Monitoring Software on Servers and Workstations

o Not all devices may show up with the initial deployment of Envision IT’s

monitoring software. Below are some of the reasons why the monitoring

software would not initially detect devices:

o Remote users (VPN)

o Firewalls

o Antivirus

o UAC

o Envision IT will meet with the Client to go over the results of Health Check and

will discuss whether replacement any servers, workstations or other hardware

/ software which is at end of life or not supportable will be necessary before

covering these devices under managed services.

o Envision IT will then write an agreement for those devices to be managed.

o Envision IT will install monitoring software on servers and workstations (if

applicable).

o Envision IT will begin management of devices.

Client Responsibilities

o Client to sign the On-boarding Contract using an estimate of the number of

devices to be covered under contract.

o To ensure a smooth and complete on-boarding process, Envision IT will require

the Client’s assistance in the process of compiling the list of devices to be

covered under managed services.

o Determine the list of software applications to be supported under the managed

services agreement. This list must be mutually agreed upon by Envision IT

and the Client.

o To ensure an optimal customer experience, Envision IT will also require written

documentation from the Client to cover their policies, procedures, computer

hardware and software setup, and network infrastructure.

o The Client will sign the managed services agreement.

Managed Services Envision IT – CONFIDENTIAL

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Termination of Agreement

This Agreement shall remain in effect until the first of the following shall occur:

1.1 Any dispute, controversy or claim arising out of or relating to this Agreement, or the

breach, termination or invalidity thereof, shall first be resolved through good faith direct

negotiation by the Client and ENVISION IT for 30 days to find conciliatory resolution to the

dispute, controversy or claim.

1.2 The insolvency, bankruptcy, or reorganization under bankruptcy laws or assignment

for the benefit of creditors of the other party.

1.3 Either party shall not assign, sell, transfer, or in any way encumber its interest under

this Agreement without first obtaining the written consent of the other party.

Notwithstanding the foregoing, either party may assign this Agreement to an entity into

which it merges or to which it transfers all or substantially all of its assets.

1.4 The termination or expiration of this Agreement shall not supersede the obligation of

the parties with respect to the protection of proprietary information, as set forth herein.

1.5 In the event of early termination of this Agreement, adjusted payments shall be

made within thirty (30) days of the effective date of termination. The balance of

adjusted payments will be calculated within one week of the written notice of the termination of this

Agreement.

Agreement Start Date: Agreement Termination Date:

Managed Services Envision IT – CONFIDENTIAL

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Managed Services On-Boarding Contract

Description Device Cost Each Qty Total Cost

Managed Physical + Virtual

Server $125 1 $125

Additional Virtual Server $125 0

Exchange Server (if

applicable) $175 0

Unitrends Appliance (if

applicable) $125 1 $125

Meraki Appliance (if

applicable) $75 2 $150

Help Desk (if applicable) $50 8

Citrix Server or NetScaler (if

applicable)

$125 0 $400

Total Monthly Cost $800

Total On-Boarding Est. Cost $800

The on-boarding fee listed is based on the estimated number of devices to be placed under

the managed services agreement. This figure is an estimate. Billing for the on-boarding fee

will be determined by the actual number of devices that will be placed under contract.

One-time On-boarding Fee………………………………………………………………….$800

CLIENT Envision IT LLC

_____________________________ _____________________________

Name, Title Envision IT Representative

_____________________________ _____________________________

Date Date

Envision IT Contacts:

Nancy Pautsch, VP of Business Development

Direct: 608-298-6991

Nancy.pautsch@Envision ITllc.com

Bill Crahen, CTO

Direct: 608-298-6992

Bill.crahen@Envision ITllc.com

Managed Services Envision IT – CONFIDENTIAL

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Managed Services Agreement

Description Device Cost Each Qty Total Cost

Managed Physical + Virtual

Server $125 1 $125

Additional Virtual Server $125 0

Exchange Server (if

applicable) $175 0

Unitrends Appliance (if

applicable) $125 1 $125

Meraki Appliance (if

applicable) $75 2 $150

Help Desk (if applicable) $50 8

Citrix Server or NetScaler (if

applicable)

$125 0 $400

Total Monthly Cost $800

Total On-Boarding Est. Cost $800

This agreement is for the attached list of devices. If a device is added, deleted or changed,

a signed change form will be required to adjust this agreement.

Monthly Total………………………………………………………………….$800

Annual Total……………………………………………………………………$9600

Contract Dates:

____\_____\_________ to ____\_____\_________

CLIENT Envision IT LLC

_____________________________ _____________________________

Name, Title Envision IT Representative

_____________________________ _____________________________

Date Date