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2. Connect the MSPbots agent.
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| Note |
|---|
Use this integration setup option only if you are an advanced user with knowledge of SQL databases and scripts. For more information on connecting your software to MSPbots using API or SQL agent, refer to Reminders for Connecting to MSPbots via API or SQL Agent. |
- Go to Integrations on the MSPbots app menu.
- Find the ConnectWise Automate On-Premise and click the Config icon.
- Next, click the download icon for the MSPbots SQL Agent Client to start downloading the installer file.
- When the download is complete, follow the prompts to install the MSPbots the MSPbots SQL Agent client.
- During the setup, select Automatic Start and Create a desktop shortcut, then click Next.
- In the last step, select the Launch MSPbotsAgentService checkbox and click Finish. The window will automatically close when the service starts.
- Launch the MSPbots agent and log in using your MSPbots account. You can Minimize minimize or Close close the window after login but do not log out.
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- Go to Integrations on the MSPbots app menu.
- Search for ConnectWise Automate On-Premise and click it to open the connection settings.
- Click the +Add Connector button.
Info The last success auth shows the last time when the MSPbots Agent successfully pulled the database configuration information. This process is set to occur every 5 minutes by default.
- Fill in the following required fields.
- Database Type - Select either SQL Server or MySQL.
- Agent - 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.
Note It may take a few moments for the agent to check in after installation.
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.
- Click Save and Sync.
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