Connecting to Kaseya BMS (Vorex)

Randall Berg -

Using Kaseya BMS (aka Vorex) as your PSA?  Awesome, we have BMS as a featured integration within our application so you can create dashboards and report.  Here's a quick document to help you get setup with BrightGauge and Kaseya BMS. 

Step 1 - Log in to your BrightGauge Account  

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

 

Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

Or, from the first "Welcome to BrightGauge" dashboard page, click on the "Connect a Datasource":

 

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on the green "+" towards the bottom right of the page (next to the list of your exiting datasources):

 

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

 

Now click on “Add a New Datasource” and then click on the "Kaseya BMS" icon:

kaseya_bms_datasource.png 

 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.

 

 Signup for one of our weekly training sessions here to get more familiar with the product as well as check out our support forums at support.brightgauge.com

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