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

What's in this article:

Verify if you are using a previous version of SQL Agent.

If you have SQL Agent 3.0 installed, proceed to Step 2. If an older version is installed, uninstall it first with the following steps:  

1. 1. Go to the Agent installation directory. 
   2. Find the unins000.exe uninstall file and run it. 
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Download and install SQL Agent 3.0.

Complete the prerequisites

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Please create a new read-only account in your SQL Server or MySQL as follows: How to Create a Read-only Account for Your SQL Server or MySQL. If you already have a read-only account specifically for communicating with MSPbots, please skip this prerequisite.

Connect the MSPbots agent

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1. 1. Go to Integrations on the MSPbots app menu. 
   2. Find the SQL Agent and click the Config icon.
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   3. Next, click the download icon for the MSPbots SQL Agent Client to start downloading the installer file.
      
Image RemovedLocate and double-click on the downloaded installer
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   2. After the download is complete, follow the prompts to install the MSPbots SQL Agent client.
   3. During the setup, select Automatic
start
3. 1. Start and Create a desktop shortcut,
then
4. 1.  then click Next. 
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Follow the prompts.
5. 1. In the last step, tick the Launch MSPbotsAgentService checkbox and click Finish. The window will automatically close when the service starts.
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6. Open the Agent client by double-clicking on the shortcut you created in Step 2e above. 
Log

Set up the MSPbots Agent Client.

1. 1. 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. 
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Set up the MSPbots Agent Connector

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1. Go
back to Integrations and click the Add Connector button.
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2. Scroll down to the SQL Server section and select a Database type.
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Configure the following database information:
For SQL Server 
The Database IP information configuration rules are:
Default instance + Default port (1433): IP
Default instance + Custom port: IP,XXXX
Default 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 
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3. to Integrations on the MSPbots app menu.
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4. Search for SQL Agent and click it to open the connection settings. 
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5. Click the +Add Connector button. 
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   Info
   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.

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

7. Click Save And Sync
8. After the configuration is complete, click Save And Sync. 
Refresh your browser
9. . 

Create a dataset and validate the data

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

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6. Next, go to the Data Cleaning tab to show the Validate SQL section below.
   1. Select a database from
the
7. 1. the DB dropdown list. 

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8. 2. Scroll down to the Validate SQL section, fill in the SQL field
, and input your desired Sync Frequency in minutes.
9. 1. . The most common SQL statement to use here is “select * from TABLENAME”. 
   2. Input your desired Sync Frequency in 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 it would place on both your server and ours.

      
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Click
10. Click 
11. 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.
    
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13. Once you confirm the data is correct, click OK to create and save the dataset. The data will be synchronized in 10 minutes.

Save the logs and send the file to MSPbots Support Team

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

Related Topics

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