This article provides the following step-by-step guide for establishing the connection of ConnectWise Automate On-Premise to MSPbots. 

1.

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 Complete the prerequisites

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The following is required to connect the agent: 

1.1. Internal IP of the SQL Server 

1.2. db_datareader permissions

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Ensure you have a new read-only account in your SQL Server or MySQL for communicating with MSPbots. You can refer to the article How to Create a Read-only Account for Your SQL Server or MySQL for guidance. 

2. Connect the MSPbots agent. 

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1. Go to Integrations 

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2. Connect the MSPbots agent

Go to Integrations 
1. on the MSPbots app menu. 
2. Find the ConnectWise Automate On-Premise
 and click the Config 
3.  and click the Config icon.
   
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5. Next, click the download icon for
the 
6. the MSPbots SQL Agent Client
 to
7.  to start downloading the installer file.
   
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9. When the download is complete, follow the prompts to install the MSPbots SQL Agent client.
10. During the setup,
select Automatic Start and 
11. select Automatic Start and Create a desktop shortcut, then
click 
12. click Next. 
    
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Follow the prompts.
14. In the last step,
tick the 
15. select the Launch MSPbotsAgentService
 checkbox
16.  checkbox and
click 
17. click Finish. The window will automatically close when the service starts.
    
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19. Launch the MSPbots agent and log in using your MSPbots account. You can
Minimize
20. minimize or
Close
21. close the window after login but do not log out. 
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3.

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Set up the MSPbots Agent

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Connector

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.

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Navigate to
1. Go to Integrations on the MSPbots app menu.
   
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3. Search for ConnectWise Automate On-Premise and click it to open the connection settings. 
   
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Click
5.  Click the
 
6. +Add Connector button. 
button.
7. 
   
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   Info
   The last success auth

 shows

9. shows the last time

when 

10. when the MSPbots Agent successfully pulled the database configuration information.

By default, this

11. This process is set to occur every 5 minutes by default.

     
    
12. Fill in
all of
13. the following required fields.
    • Database Type - Select either SQL Server or MySQL.
    • Agent
 - The agent will be
14. • - This field is populated automatically with the name of the installed machine.
    • IP - Provide the internal IP address or FQDN of the SQL or MySQL server.
    • Database Name
    • Time Zone - Select the time zone used by the connected database.
    • 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.
      
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      Note

I

16. • It may take a few moments for the agent to check in after installation.  If you have

installed multiple MSPbots agents with

17. • 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.

Click 
18. Click Save and Sync.

4.

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Create a dataset and validate the data. 

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1. Go
to Datasets 
2. to Datasets on the MSPbots app menu and click
the 
3. the New Agent
Dataset 
4. Dataset button. 
   
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6. When the New window appears,

click 

7. click Integration and select ConnectWise Automate On-Premise. Don't forget to fill in the

dataset 

8. dataset Name 

and 

9. and Description fields.

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11. Next, go to
the 
12. the Data Cleaning
 tab
13.  tab to show the Validate SQL section below.
    1. Select a database from
the DB dropdown list. 
14. 1. the DB dropdown list.
       

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    2. Scroll down to the Validate SQL section and fill in the SQL field. The most common SQL statement
to use
15. 1. here is “select * from TABLENAME”.
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Scroll down to the Validate SQL
16. 1.  
    2. Input your desired Sync Frequency in
section, fill in the SQL field, and input your desired Sync Frequency in
17. 1. minutes.
       

       Tip
       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

18. 1. constraints it would place on both your server and ours.



19. 1. 
       
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20. Click Confirm 
Click Confirm 
21. 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
22. the time field can be set with a timezone.
    
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24. Once you confirm the data is correct,
click OK 
25. click OK to create and save the dataset. The data will be synchronized in 10 minutes.

5.

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

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1. Open the MSPbots Agent client and click
the 
2. the Save Log
 button
3.  button on the upper right corner of the window. 
   
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Click 
5. Click Confirm
 on
6. in the Tips
popup that appears. 
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7. pop-up window.  
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8. Next, select the location to save the logs, provide a filename, and
click 
9. click Save.
10. Send the file to
 
11. support@mspbots.ai.

Related Topics 

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