Connectwise configuration templates

Go to Config › Integration › Infrascale Plugin Configuration tab: In the Web API Username box, enter your API username. To import a template: Click Settings > Custom Templates. Download ConnectWise Manage Import Templates to import data. Behavior. Click New Item. Administrators can use a combination of internal or external authentication sources to secure user accounts. ConnectWise CPQ™ (formerly ConnectWise Sell)brings orderbuildingcomplexquotes and proposals through custom templates, automated sourcing, and seamless PSA integration. Enter the following information: Name. Review the Schedule selection. Click to print the contact details. , and allows you to make the decision to install new or updated solutions. 8 or later. Sign In to Connectwise University. Once you have created the app. ) has the ability to open a ticket in ConnectWise AND specify the Service Board and ticket Sub-Type. Forget one size fits all remote support experiences. Open a company (Company > Companies > Search), navigate to the tab called Ticket Templates. Client-facing dashboards. Data keeps your business running and the last thing you need is for it to be confusing and overwhelming. The easiest way to create Ticket Templates in Manage is via the Company Record. Complex workflow rules can be created with multiple events or actions. config include changing ports, resetting the installation, and configuring SMTP. Click to add or remove search tags. If you have disabled the CREATE SOP toggle, click COPY to copy the generated content and manually paste it into the text editor. In the Site text box, type the server address for ConnectWise. Double-click on the desired template (e. Apr 4, 2022 · The probe will use its library of known devices for discovery. Click Add a New Datasource. Sep 14, 2022 · If a computer belongs to multiple groups, they could have multiple templates set for them. This includes asset discovery, endpoint management, patch management, remote monitoring, IT automation, and more. You can import directly from ConnectWise Jan 14, 2022 · This solution requires no configuration, but some SMTP servers will refuse to deliver these types of message or will flag them as spam. Apr 15, 2024 · These settings refer to the various configuration files that ScreenConnect stores in its installation directory. This setting appears both in the Computer Configuration and User Configuration folders. Oct 24, 2016 · To begin with, monitoring is essentially hunting for a thing. . Select the runbook (s) you wish to import and click IMPORT. May 9, 2024 · For more information on scheduling a report, please refer to Schedule Reports. 1, ConnectWise gave us the ability to automatically add configurations from workflows to tickets. Enter the PSA Company ID, Base URL, Public Key, and Private Key . Pick a name for the access session that will be created by this installer. Alert actions, contact information, start and end times and success and fail messages are configured in the alert templates. Upload Templates: From your ConnectWise client, navigate to the template and click the Upload/Share on Marketplace button on the toolbar. With extensive customization and solution This page shows you how to create a new script, add permissions to scripts, define globals and parameters, define scriptlets to reuse content in other scripts, and search for scripts or keywords in scripts. Aug 31, 2023 · 2. Moreover the RMM integration (Datto RMM, N-Able, etc. The ConnectWise Manage integration has 3 main integration points. Jul 26, 2021 · Authentication. If this is not selected Sep 12, 2023 · 1. When using an internal authentication source, passwords and multi-factor authentication are handled in ScreenConnect. Select Network Devices > Monitors. This can be a hostname or an IP address, and can include a port number. Specifying new file directories for received files. On the ConnectWise Automate server, open Automate Control Center. Start Free Trial. See Device Configuration Details in ConnectWise. connectwise. This requires some configuration but is more reliable than the default option. Navigate to DATA > Datasources. Oftentimes, data protection and OS hardening are May 10, 2024 · In SIEM, navigate to Settings > Integrations > ConnectWise PSA (Manage) and click INSTALL. You can also create activities, add contacts to a group, and assign a track for the contacts you import. After authenticating, you can then access the ScreenConnect Host page. Workflow rules can also be applied to agreements, configurations, opportunities Feb 14, 2024 · Click to use the Import Work Plan Wizard and the Import Template features. Select Attach. Give your customers a customized remote support experience. Just to give an example, say you want one of your monitors to check for Jul 19, 2021 · Join Alex, our ConnectWise Consultant, as he explains how to create a custom Sync Template inside of CW Automate, to get assets to sync over to CW Manage. Navigate to System > Setup Tables > Word Template in PSA. Once a new phase is added to the project, you are able to add project tickets to phases or sub-phases. This article includes information on how to edit a project phase or Jun 9, 2020 · Configuration Actions. Standard Operating Procedures (SOP) Templates. Click UPLOAD FILE to select the zip file that contains your data exported from IT Glue. The template is saved to the Custom Templates screen. Click IMPORT TEMPLATE. Unify your MSP’s stack across the cloud, network and on-premise systems using Liongard's full-loop ticket integration with ConnectWise Manage. Otherwise, add the new group using the steps in Creating and Populating Groups. bat file and copy it to the Startup Folder in the Group Policy Management window. Complete filling in all the required details. Use a single, unified API set that allows for more powerful, deeper, and The ConnectWise developer network houses all API documentation across each ConnectWise product. Default Value. ConnectWise can automatically apply a ticket template based on the ticket subtype. May 20, 2019 · First of all, you have to provide the integration credentials to connect your Dashboard account. Click to create a service ticket. Select > Server Management. Select Device Configuration. Jul 10, 2023 · Save the Word document. Open a browser and log into your ScreenConnect site. Mar 27, 2024 · Step 2: Create Configuration Templates. , Agent, Alert or Probe). There are 3 main categories of integrators who we work Any way to bulk import configurations with on prem Manage server? We have a client that wants us to keep track of their desktops/laptops/tablets for each user, but since we don't currently install Automate on every endpoint and because we didn't want to purchase another service to do this for us, we figured we'd just use the built in ConnectWise Home is your one-stop portal to access all the ConnectWise products, services, and community. To keep track, the accounts person does a quick stock at the end of each week to check that all stock on hand is accounted for, its very important to do this check every week, that way things are still fresh in the engineers minds when something is missing. The ConnectWise PSA Company and Contact Import Template enables you to import companies and contacts from an Excel spreadsheet (. Your task lists should be detailed enough that your Tier 2 techs or management understand exactly what the issue is and what’s going on—without having to Feb 19, 2024 · February 22, 2024 update: ConnectWise recommends on-premise partners immediately update to 23. Time, Expense, and Billing Setup Options. Select the checkbox next to the Configuration that you would like to Bundle. , Desktops). Easier IntegrationsDrive automationModern, intuitive & adaptive UICentralized data & user management AI-driven efficiency. Oct 2, 2020 · We have provided these Information Security Policy templates to help you get started in creating Information Security Policies that match your company business and security posture. With some focus, it doesn’t require too much work. To make this setting effective, it must be configured within both folders. Current IT infrastructure. Send from server through an SMTP relay server – Uses a specific SMTP relay server for sending emails. Invoice templates are defined on the Invoice Templates Setup Table. System > Setup Tables > Portal Configuration > {Portal you want to edit the URL for} then enter the URL for your DeskDirector instance under the Default Overrides > Customer Portal URL section. Key. Visit provaltech. Scheduling regular data backups is a core network maintenance task that will help you recover critical information quickly should something go wrong with the network. EV – Failed Logins. Click to enable sync with ConnectWise Manage ®. Double-click on the Report to preview it or select it and click the View Report button. However, the advanced configuration using detection and collection templates will allow you to classify the devices that the probe finds and allow you to define the information that should be collected from these devices. Backing up network configurations is also recommended to help restore network settings and minimize potential downtime when faced OS hardening is the process of using patching and other security measures to improve the security of a server’s operating system. About Configuration Questions. Configurable sync rules and templates. Click to begin a new upload. 2. The Startup Properties window displays. Select the Reporting tab. You will be prompted with a pop up box to name your template and provide a description. xlsx) or a comma-delimited file (. 5 days ago · To set up the Email Connector setup table: Navigate to System > Setup Tables > Email Connector setup table. The Template Config window is displayed. With extensive customization and solution integration capabilities, you get full control and a remote support The template ticket will be a ticket that has access to all of the custom fields that you want to utilize in the integration. Select PSA to filter by PSA applications. ClientConfigDirectoryPath. JSON, CSV, XML, etc Configure Alerts and Tickets. We would like to show you a description here but the site won’t allow us. The Solution Center updates the status of the solutions on a weekly basis so when it is accessed from a remote Control Center, the appropriate status is displayed. Displays if the configuration The ConnectWise Asio™ platform. This advanced cybersecurity protocol comes in the form of a software application that MSPs or IT admins need to run on the system to install these crucial updates. ConnectWise already has checklists in Ticket Templates we can create for repetitive tasks. Configure the policy value for Computer Configuration >> Administrative Templates >> Windows Components >> Windows Installer >> "Always install with elevated privileges" to "Disabled". Jan 19, 2021 · The web. Click System › Configuration › Dashboard. For more information on how the file should be formatted ConnectWise CPQ™: Automated Quote & Proposal Software. ACTIONS: Click to edit the configuration. Edit Configuration Questions. Select the checkbox next to each template you want to import. 9. The payoff is worth it. Providers can choose to use ConnectWise as the master record. Prerequisites In addition to the prerequisites listed below, you are required to have a sound working knowledge of N-able N-central (configuration, notifications, templates, and APIs ) and a thorough understanding Connectwise Report Templates . If this field is left blank, the file name in the File to Upload field will automatically be used. xls . Configuration Setup Table. In the Email text box, type the email address that will receive the alert or ticket notification. Click to edit the contact details. Financial and leadership dashboards. Examples and templates are provided for the following dashboard types: Internal PSA dashboards. Mar 28, 2023 · Process steps for an MSP onboarding checklist. csv). Click the icon to open Manage. In the ConnectWise section, click Configure. Knowledgebase Tab - Documentation Module. In the Settings section, select Technology Integrations. If this is the case, the templates are merged together and applied to the computer. Click IMPORT. A workflow rule consists of an event (or condition) and an action (to take) if the condition is met. If your instance is found to be on an How to Bundle Configurations in ConnectWise. Click Download Report to export a log of the import. To import a Runbook template: Select Documentation > Runbook. Jul 10, 2023 · This template will not be used for invoices created from the Invoice Wizard. If Enable Configuration is selected, the assets configuration information captured in CyberCNS is automatically pushed by creating a new configuration under Connectwise mapped company. Oct 22, 2019 · Configuring Alert Templates. Create a new Ticket Template, selecting a System Master Template. In your File Explorer, locate the AutomateDeployment. Service Ticket Priority Levels and Service Boards. The MSP customer onboarding process usually includes the steps below: Step 1. Disabling VOIP capabilities. Feb 21, 2020 · STEP 2: Create a Ticket Template for a Client. Projects are divided into phases, sub-phases, and tickets. Displays if the configuration is unrestricted. Click to expand the Sidebar. Apr 20, 2022 · From the Control Center, click on Automation > Templates and select the template type (e. Dec 22, 2020 · ITBoost offers core assets, custom templates, and a knowledge base to help you organize your data. Within ConnectWise Automate®, formerly LabTech, you have the capability to define what that “thing” means to you and to create the parameters of what that thing is looking for, and how it behaves. For more information on how to customize the priority levels, see About ConnectWise Integration and Configuration. ConnectWise Automate ® Ignite is a set of pre-configured, out-of-the-box functions built into the Automate remote monitoring and management (RMM) platform and designed to get your business up and running in no time. Oct 31, 2023 · ConnectWise CPQ is a best-in-class quote and proposal automation solution, with unmatched flexibility and customization including custom template creation, sales coaching automation, and strategic vendor integrations. Tracking release updates to the Advanced Configuration Editor (ACE) extension. https://docs. Click the Build button. Click the Save icon. Select the Enable ConnectWise Integration check box. ConnectWise Documentation ConnectWise ScreenConnect™ Access Customization. Double-click Startup. The Server Management page opens. ConnectWise Automate provides a single method for asset discovery—the Network Probe. The file needs to be in a CSV format and should be compressed prior to attempting to upload it to ITBoost. ConnectWise Partner acquires Non-ConnectWise Partner: If the acquired company is using a Professional Services Automation (PSA) system, data migration may be possible (with an associated cost). This saves time and ensures that you will charge for the full amount Jul 21, 2020 · Overview. config file is a configuration file that can customize different aspects of ConnectWise ScreenConnect™. Software applications. The following sections and fields are available on the Owner tab: Corporate Structure Information. Each product has its own dedicated section and approval process based on the type of integrator you are. Learn all about Automate functionality by reading the documentation below. Click Open in the Open File pop-up. Select the template you created. Company Syncing - keep your companies synced between ConnectSecure and ConnectWise Manage. Important: Please do not delete or alter the template ticket. The sample dashboards show how the dashboards appear when filled with live data. Streamline TSP business operations with a scalable, unified platform built for your business. Mar 2, 2022 · The app. ConnectWise Ticket Management. Each time an inspector runs, Liongard data gets pushed to ConnectWise, giving your team access to ticket status mapping, service board integration and billing support for more efficient issue resolution. If you specify a default email template here, it will also carry over to the Agreement screen, if the same agreement type is selected. May 8, 2024 · Overview. The status will be the status set in the callback to trigger the ticket information being sent to Field Nation. Documentation is gated within the developer network based on your registration approvals. It also shows how to audit where templates are coming from ConnectWise ScreenConnect™ Support Customization. Build a new access agent. com to view more videos! You must be signed in to the ConnectWise University to continue purchase. Select the Schedules tab. Contact your Account Manager for more details. ConnectWise Automate is a remote monitoring and management tool that enables you to proactively monitor, manage, and support your clients and their networks. Linux, and macOS) automation tool and configuration framework optimized for dealing with structured data (e. There are times, however, when ConnectWise Sell Order Porter quotes will not automatically appear when a user clicks on an opportunity in DeskDirector. Click the column header to sort by search tags. Enable ConnectWise integration. CRM and Sales Setup Options. We touched on many of the benefits but to give you three immediate May 22, 2024 · Scan results are sent as tickets to ConnectWise Manage, with options for Company and Configuration syncing to inform teams of scan alerts/results. Click BROWSE in the File to Upload field. This does take some time but only requires a single person. Calculated charges are synchronised to ConnectWise. Select + Bundled Configurations. Gather client info. Dec 1, 2020 · Join Alex, one of our ConnectWise Consultants, as he shows you how to create a custom ticket category. Displays whether the contact is active or inactive. Nov 13, 2020 · To import IT Glue data into ITBoost: In ITBoost, select Settings > Import Data. Email Template: Select a default email template. One of the best ways to ensure user security is with authentication best practices. StreamOne® Ion PSA Connectors allow you to fully integrate your platform data with ConnectWise, with advanced synchronization settings for flexible and configurable control over your cloud management. In the Configuration Item section, select the Use existing configuration item check box if you would like the integration to use a configuration that has already been set up for the Firebox in ConnectWise. After signing in, we'll redirect you back here. With a few adjustments to your security settings, you can nudge members of your team towards the processes that help prevent sloppy quotes. Select Configuration. The Templates selector window is displayed. Additionally, our cloud-based CPQ software is accessible anywhere in the world, meaning business does not have to stop when you Nov 12, 2020 · The Report Center allows you to generate informative, relevant, and up-to-date reports. Use these features to give your team a much more accessible, structured You must be signed in to the ConnectWise University. Log into your ScreenConnect site. config file for { {control_name} on-premises installations. Select the IMAP or Office 365 mailbox. Before you integrate your Firebox with ConnectWise, you must create a pair of API keys to enable the Firebox to communicate with May 12, 2021 · All Data. The project work plan is built from this screen. Select the status you want in Company Status according to your PSA Company Status Setup Table. ConnectWise has rolled out an additional mitigation step for unpatched, on-premise users that suspends an instance if it is not on version 23. To create a template: If you have enabled the CREATE SOP toggle, to create an SOP template using the generated content, click CREATE SOP . Displays the date the import was initiated. Sign in and explore the benefits of IT management software. Aug 10, 2022 · Import Pre-Built Runbook Template. When the confirmation pop-up appears, click YES. Mar 28, 2022 · Each dashboard template includes all information required to build the gauges for that dashboard. These actions can be set at a specific time of day and day of the week and can have multiple rules. Apr 9, 2024 · The My Company Owner tab enables you to define multiple parameters about your company. If there are two templates with the same name, _1 is added to the end of the template name. Select a Configuration that you would like to bundle to one of Liongard's configurations. Simply install an agent on a Windows device with network access to all desired IP ranges at your target location, and designate it as a Network Probe. Performing data and configuration backups . Displays the email address associated with the user account that initiated the import. Features: Guided wizard for one-time connector installation and setup. Click to view the contact's dashboard. Click Add. Click to delete the configuration. Click Add > Browse. To manually preview a report: From the Control Center, select Tools > Report Center. You’ll need to understand your client’s: Business goals. Event ID 644 indicates that the user account has been locked out. Creating configuration templates is the next crucial step in implementing Configuration Management within ConnectWise Automate, streamlining automation tasks and software deployment processes. If there are different values for the same configuration item in the templates then the templates are applied in priority order 0-10 (with 0 being the highest priority). For example, this screen enables you to set your fiscal year. Click New Item to create a new Email Connector. One alert template can be created to control the actions of hundreds of monitors. Select a cloud-managed Firebox. In the ConnectWise Server (Site) text box, type the address of your ConnectWise server. Dec 29, 2023 · To enable the configuration of an asset to be pushed to Connectwise, select Enable Configuration from the section here before saving the company mapping. config file, you will be able to configure settings such as: Disabling notification balloons. This page will describe how to edit the web. In order to change this, you will need to go to. They are all relevant to the installation directory which, by default, is C:\Program Files (x86)\ScreenConnect on Windows and /opt/connectwisecontrol on Linux and Mac machines. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. g. To generate a ticket in ConnectWise for an event, select the Create Ticket check box. Rather than displaying a single, one size fits all remote support experience for your customers, or an experience that doesn’t look and feel like it’s yours at all, ScreenConnect Support lends itself well to your business model and imagination. If you use ConnectWise Sell's Order Porter solution DeskDirector will automatically navigate the user to the Order Porter page of a quote when they open the opportunity in DeskDirector. Event ID 529 indicates a Logon Failure for unknown user name or bad password. These charges are then added onto the relevant ConnectWise agreement. A variety of standard out-of-the-box reports are included, allowing you to track storage inventory, network assets, as well as the availability and performance of any device being managed and monitored within ConnectWise® Automate ™. At ITBoost, we care about tidiness and we want to extend that to you. Dec 8, 2022 · Displays search tags for the configuration. Mar 8, 2019 · With ConnectWise PSA, you can create appropriate, automated templates for the various types of tickets your team handles—taking the burden off you while still keeping you in the know. As soon as an agent is designated as a Network Probe, a wizard will walk you through configuration. Displays the title of the ZIP file that was uploaded. Event ID 681 indicates that a log in attempt failed. Easier Integrations. 8 or higher to remediate reported vulnerabilities. You will then be prompted to match resources on your MS Project to ConnectWise PSA ® members and assign project roles. Dec 10, 2019 · For maximum quality and efficiency, you need to encourage a shift in behavior—from the use of quote copies to that of quote templates. Aug 10, 2020 · Starting with Manage version 2020. In the Reports section of the sidebar, click Report List. Monitors the event logs for the event ID 529, 644, 681, 4625 with the source of ‘security’. To unlock the configuration so you can make changes, click . The configuration always remains linked to the original sales order. A unique feature of this new function allows applying based upon contact or company. This is the schedule that will Sep 15, 2020 · Import a Template. Configurable proration rules. I've just started at a new company, and wanted to set up a few ConnectWise tricks I've seen used in other instances, however the configuration even for simple tasks is getting fairly frustrating,I'm relatively sure I'm on the right track, but cannot seem to find the relevant check boxes to achieve the results I'm hoping for. Feb 4, 2024 · Under the ConnectWise emails, you may notice a URL that points to the ConnectWise portal. Click the Email Server Type drop-down and select the email server type setup that is tied to this Email Connector. Select ConnectWise PSA Cloud. Sep 12, 2022 · However, once defined, a single person can setup those agreement type templates and individually remap existing agreements to these types. It was developed and built by IT managed services industry experts and following Microsoft best practices, Automate May 21, 2024 · To connect to hosted PSA from BrightGauge: Log in to your BrightGauge account. Click ADD NEW. Enter an Attachment Title. May 10, 2024 · Navigate to Computer Configuration > Policies > Windows Settings > Scripts (Startup/Shutdown). Just to give an example, say you want one of your monitors to check for We would like to show you a description here but the site won’t allow us. Get ConnectWise API Keys. Click the Access icon. com/ConnectWise_ScreenConnect_Documentation/Supported Jan 9, 2024 · It scans for new or updated reports, plugins, definitions, probe templates, searches, Dataviews, monitors, etc. For May 9, 2024 · The Workflow Rules setup table enables you to define specific actions based on a condition. In this configuration: Usage and Pro-rata charges are automatically calculated in Emersion. Common changes made to the web. Click on a file name to view the details of the import. To create a network device monitor using the Network Device Monitor Wizard: From the Control Center, click on Browse > Groups node, right-click on the group and select Open . If a configuration has a specific contact attached to it, this could be used to determine if a configuration were attached Configure the policy value for Computer Configuration > Administrative Templates > Windows Components > AutoPlay Policies > Set the default behavior for AutoRun to Happy Tech Tuesday!! This video covers what Automate agent templates are and how they are applied. You will have the option to: Import a Microsoft Project - Select a Microsoft Project export batch from an available list. After ConnectWise Manage is set up, complete the integration by configuring N-able N-central to use the PSA Configuration feature. This is not subject to M&A fees. Create an experience that is distinctively you. Select Configuration > Alerts and Tickets. Displays if the configuration is synced with ConnectWise Manage ®. A friendly name for the datasource. To generate an alert in ConnectWise for an event, select the Create Alert check box. You can upload the following screens to the Marketplace: Agreements Setup Table. The best way to discourage copying quotes is to disable the ability The Project Work Plan tab reflects the organization of the Project. config is an optional configuration file that controls which aspects and features of the ConnectWise ScreenConnect™ client are enabled. These templates serve as blueprints that specify how various pieces of software and systems should be configured. hp fv sj mt uh lb zw nb ng yf