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    1. Open the Agent client by double-clicking on the shortcut you created in Step 2e above. 
    2. Go back to Integrations and click the Add Connector button.
      add connector
    3. Scroll down to the SQL Server section and select a Database type.
      sql server database config 
    4. Log in using your MSPbots account. You can Minimize or Close the window after login but do not log out. 
      login agent client
    5. Once logged in, navigate back to the Integrations section of the MSPbots app. Find the SQL Agent connection and provide all of the following required info:

      • Database Type - Select either SQL Server or MySQL.
      • Agent - The agent will auto-populate with the machine name you installed.
      • IP - Provide the internal IP address or FQDN of the SQL or MySQL server.
      • Database Name 
      • Time Zone - Select your time zone. 
      • User ID - This is the username of the user with read-only access to the database.
      • Password - This is the password of the user with read-only access to the database.
        SQL agent info

        Note

        Please note it may take a few moments for the agent to check in after installation.

    6. Click Save And Sync
    7. Refresh your browser. 

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    1. Go to Datasets on the MSPbots app menu and click the New SQL Agent Dataset button. 
      new sql dataset
    2. When the New window appears, fill in the dataset Name and Description fields.
      dataset name and description
    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.
      validate dataset preview
    6. Once you confirm the data is correct, click OK to create and save the dataset. The data will be synchronized in 10 minutes.

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  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 support@mspbots.ai.