Connecting to Kaseya BMS (Vorex)

Step 1 - Log in to your BrightGauge Account  

If you haven’t created an account yet, go here to get started.

If you are logged in with a New Account:

From the account Overview page, click on the "Add a Datasource" button:

 If you are logged in with an Existing Account:

Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Find the Kaseya BMS datasource under "All" or under the appropriate category:

 

 Step 2 - Login with your BMS account & configure datasource

You'll now need to fill in the appropriate information.

  1. Name - name the datasource.  This can be Kaseya BMS, Vorex, or anything you want
  2. Kaseya BMS Server Name - this is the url you use when logging into Kaseya BMS.  You have three options currently:
    • Vorex - www.vorexlogin.com
    • BMS US - bms.kaseya.com
    • BMS UK/EMEA - bmsemea.kaseya.com
  3. Kaseya BMS Username - This should be the username you login as.  Make sure this is associated with a root user, as other users can cause data discrepancies.
bms_root_user.png
  1. Kaseya BMS Password - This is the password you use to log in to BMS for the account in part 3.
  2. Company Name - This is the company name you use to log in to BMS with.
bms_labeled.png
bms_login_labeled.png

 

Step 3 - Test Connection

Once you've filled out all of the fields, make sure to test the connection.  If successful, save the connection.

Please note, a common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong the credentials for the database user field. When a test connection is successful, the page is refreshed and the autofill takes effect automatically without the user realizing. The user then selects save, accidentally saving the autofilled credentials which are incorrect. A way to prevent this issue is to open a private browsing window (or incognito window) to fill out the datasource configuration page, or simply retyping the credentials after the test connection and clicking "Save".

Once you’ve saved the connection then the datasets and gauges will be added to your account and they will start syncing immediately. Initial syncs usually take 20-30 minutes.

Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes. 

Your Default Dashboards

  • BGS - Client Dashboard Template
  • BGS - Monthly Service Leaderboard
  • BGS - SLA Dashboard
  • BGS - Sales
  • BGS - Sales Rep
  • BGS - Service Board
  • BGS - Service Team KPIs
  • BGS - Service Ticket KPIs
  • BGS - Tech Dashboard Template
  • Project Task Data

Your Default Reports

  • BGS - Daily Sales Report
  • BGS - Weekly Sales Wrapup
  • BGS - Weekly Tech Wrapup
  • BMS - Executive Report Summary

For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.  

If you have any questions, don't hesitate to ask us at support@brightgauge.com

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments