This guide will help you do the following steps for connecting the MSPbots SQL agent:  

1. Complete the prerequisites. 

The following is required to connect the agent: 

1.1. Internal IP of the SQL Server 

1.2. db_datareader permissions

    1. Open your SQL server and select db_datareader permissions for MSPbots.

      Giving any account full DB access is not recommended.

      db user permissions
    2. Click OK.

2. Connect the MSPbots agent. 

    1. Go to Integrations on the MSPbots app menu. 
    2. Find the SQL Agent and click the Config icon.
      SQL agent config
    3. Next, click the download icon for the MSPbots SQL Agent Client to start downloading the installer file.
      download sql agent
    4. Locate and double-click on the downloaded installer.
    5. During the setup, select Automatic Start and Create a desktop shortcut, then click Next
      sql setup
    6. Follow the prompts. In the last step, tick the Launch MSPbotsAgentService checkbox and click Finish. The window will automatically close when the service starts.
      complete sql setup
    7. Launch the MSPbots agent and log in using your MSPbots account. You can Minimize or Close the window after login but do not log out. 
      login agent client

3. Set up the MSPbots Agent Connector.

    1. Go back to Integrations and click the Add Connector button. 

      The last success auth shows the last time when the MSPbots Agent successfully pulled the database configuration information. By default, this process is set to occur every 5 minutes.

    2. Fill in all of the following required fields. It may take a few moments for the agent to check in after installation.

      A. Database Type - Select either SQL Server or MySQL.
      B. Agent - The agent will auto-populate with the machine name you installed.
      C. IP - Provide the internal IP address or FQDN of the SQL or MySQL server.
      D. Database Name
      E. Time Zone - Select the time zone used by the connected database.
      F. User ID - This is the username of the user with read-only access to the database.
      G. Password - This is the password of the user with read-only access to the database. 

      SQL agent info

      If you have installed multiple MSPbots agents with different databases in different network segments, you have to select the device name where you manually installed the MSPbots Agent. You can find the device name in the Agent selection box. Select the one under the corresponding gateway of the database.

    3. Click Save And Sync

4. Create a dataset and validate the data.

    1. Go to Datasets on the MSPbots app menu and click the New Agent Dataset button. 
      new agent dataset
    2. When the New window appears, click Integration and select SQL Agent. Don't forget to fill in the dataset Name and Description fields.

      new dataset
    3. Next, go to the Data Cleaning tab to show the Validate SQL section below. Select a database from the DB dropdown list. 

      The most common SQL statement to use here is “select * from TABLENAME”.

      DB name and sync frequency

    4. Scroll down to the Validate SQL section, fill in the SQL field, and input your desired Sync Frequency in minutes.
      Sync Frequency is currently limited to 30 minutes and can only be decreased for smaller datasets. For larger datasets, the frequency may be limited due to a large amount of data ingestion and the constraint it would place on both your server and ours. 

    5. Click Confirm when done. This will show a preview of the data for your validation. You can customize or use the default character length for string-type fields, and the time field can be set with a timezone.
    6. Once you confirm the data is correct, click OK to create and save the dataset. The data will be synchronized in 10 minutes.

5. Save the logs and send the file to MSPbots Support Team.

  1. Open the MSPbots Agent client and click the Save Log button on the upper right corner of the window. 
    save log
  2. Click Confirm on the Tips popup that appears. 
    confirm log download 
  3. Next, select the location to save the logs, provide a filename, and click Save.
  4. Send the file to

6. Frequently Asked Questions (FAQs)

6.1. Issue Description:

       The SQL Server encountered an issue of being unable to connect to database.


6.2. Solution steps:

  1. To download DBeaver, simply follow this link: install it on the computer where you have installed SQL Agent Client.
  2. Launch DBeaver and connect to SQL Server.
  3. Please input your account, password, host and port number. Click Test Connectionand check for any errors.
  4. If an error occurs as shown in the following figure, please perform the following steps.
  5. Please retrieve the port number of your SQL Server through querying.
  6. To modify the port number of your SQL Server, please follow these steps:
    1. Click MSPbotsIntegrations.
    2. Type 'SQL Agent' in the search box.
    3. Please modify the port number of the SQL Server where the error occurred to match the port number of your SQL Agent.


      The Database IP information configuration rules:

      • For SQL Server
        • Default instance + Default port (1433): IP
        • Default instance + Custom port: IP,XXXX
        • Named instance + Default port:IP\ Instance Name
        • Named instance + Custom port: IP\ Instance Name,XXXX
      • For My SQL
        • The Database uses the default port (3306): IP  
        • The Database uses a custom port number: IP;port=XXXX
  7. Restart SQL Server to ensure the changes made take effect.


1 Comment

  1. Connecting to ConnectWise Automate (2021.1+) via SQL Agent

    After creating the SQL user, please add the user to the labtech.users table with a negative user ID to prevent the account from getting modified by ConnectWise Automate as the users that are not in the labtech.users table automatically get their passwords updated and ConnectWise Automate users are modified to not allow access to the SQL database.