1. Complete the prerequisites

The following is required to connect the agent: 

1.1. Internal IP of the SQL Server 

1.2. db_datareader permissions

1. 1. Open your SQL server and select db_datareader permissions for MSPbots.
      

      Giving any account full DB access is not recommended.

      
      
   2. Click OK.

2. Connect the MSPbots agent

1. 1. Go to Integrations on the MSPbots app menu. 
   2. Find the ConnectWise Automate On-Premise and click the Config icon.
      
   3. Next, click the download icon for the MSPbots SQL Agent Client to start downloading the installer file.
      
   4. Locate and double-click on the downloaded installer.
   5. During the setup, select Automatic Start and Create a desktop shortcut, then click Next. 
      
   6. Follow the prompts. In the last step, tick the Launch MSPbotsAgentService checkbox and click Finish. The window will automatically close when the service starts.
      
   7. 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. 
      

3. Set up the MSPbots Agent Connector

1. 1. Go back to Integrations and click the Add Connector button.
      

      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.

       
      
   2. Navigate to Integrations on the MSPbots app.
      
   3. Search for ConnectWise Automate On-Premise and click it to open the connection settings. 
      
   4. Click the +Add Connector button.
      
      

      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.

   5. Fill in all of the following required fields.
      • Database Type - Select either SQL Server or MySQL.
      • Agent - The agent will be 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.
        
        

        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.

   6. Click Save and Sync.

4. Create a dataset and validate the data

1. 1. Go to Datasets on the MSPbots app menu and click the New Agent Dataset button. 
      

   2. When the New window appears, click Integration and select ConnectWise Automate On-Premise. Don't forget to fill in the dataset Name and Description fields.

      
   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”.

      
      
      
   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, and the time field can be set with a timezone.
      
   6. Once you confirm the data is correct, click OK to create and save the dataset. The data will be synchronized in 10 minutes.

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

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