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This guide will help you perform the following tasks: 

Table of Contents

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How to

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deploy the SQL Agent

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on your SQL Server

  1. Log in to MSPbots. Go to Integrationsthen on the MSPbots app and search for SQL Agent.
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  2. Open On the SQL Agent and , click on the Download link to download the MSPbots SQL Agent Client file to the . You will need to install this on your SQL Server Management computer. 
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  3. Execute the MSPbots SQL Agent .exe as an administrator.  
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  4. The installer will require you to enter the Go back to the MSPbots app. Copy the Secret and Data Server strings from the SQL Agent page to the Setup window.
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  5. Complete the installation by clicking Next on the Setup window.
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  6. At the end of the Setup Wizard, you will be asked to launch Next, run the MSPbots MS-SQL Server Agent. Do not launch it because you need to run it as an administrator. 
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    Now that we have installed the SQL Agent on your SQL Server, the next step that you need to do is to set up the configurations in MSPBots.

How to set up the MSPbots configuration 

  1. Go to Integrations on Return to the MSPbots app and click search for SQL Agent.
  2. Click the + Add Connector button to add a data source then the SQL Server // button to expand the configuration space. 
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  3. You should have the same view as below once you have expanded the Expand the drop-down options for SQL Server //and . Next, enter the following:
    • Database Type - Select the SQL server that you have. 
    • IP 
    • Database
    Name
    • Name 
    • User ID 
    • Password

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Note
titleImportant


SQL User

The SQL user needs read permission only. Use the following SQL script as an example to create a read-only DB user and password.

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GRANT SELECT ON *.* TO 'mspbots_sql_agent'@'%' IDENTIFIED BY '123456';

Click Save And Sync.

Note
titleImportant

The following operations will be completed with assistance from MSPbots support.  

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On the MSPbots app, go to Datasets. Choose a dataset and click the ellipsis ... > Edit
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When the Edit window appears, find the Data Cleaning tab, click it, and select SQL as Refresh Type. 
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Don't forget to change 123456 to your preferred password.


ConnectWise Automate (2021.1+)

After creating the SQL user, add the user to the labtech.users table with a negative user ID to prevent the account from getting modified by ConnectWise Automate. 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. 


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