Connecting to ConnectWise Automate Cloud

Overview

This document describes how to add ConnectWise Automate Cloud as a datasource in BrightGauge.

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, click Add a Datasource.

If you are logged in with an existing account, navigate to DATA > Datasources:

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Locate the Automate Cloud datasource under the RMM category. Click on the Automate Cloud datasource logo.

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Configure the Datasource

Enter the following information:

  1. Name: Enter a name for the datasource.  For example, Automate Cloud.
  2. Subdomain: Enter the part of the domain preceding hostedrmm.com. For example, if your Automate Cloud URL is brightgauge.hostedrmm.com, enter brightgauge.
  3. CW Automate Username: Enter your Automate username. Make sure this is associated with an administrator or someone with access to all machines. Anything less will cause some API calls to fail or cause inaccurate machine counts. This is field case-sensitive.
  4. CW Automate Password: Enter your Automate password.

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Note: It is now possible to use two-factor authentication (2FA) with Automate. However, at this time, BrightGauge is unable to support it due to the fact that one would need to enter in a new authentication code every hour, hindering us from bringing you real-time data.

Important: If running ConnectWise Automate Cloud Patch 20.0.1.51 (or later) released on January 13, 2020, please refer to the following article which contains additional important action items:
Bypass Default Multi-Factor Authentication for ConnectWise Automate Cloud Integrator Users

Custom User Class

If you prefer to create a custom user and user class instead of using an admin for connecting your datasource, make sure to include the following access permissions:

  • Computers > Show AllAccess
  • Patch ManagerRead (This permission is for the Microsoft Update Data dataset)

For more information on creating an integration user for Automate, please refer to Multi-Factor Authentication for Automate. For help with creating users and user classes, please refer to the Configuring Users and Managing User Classes articles.

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Test Connection

After you complete all fields, make sure to test the connection. If successful, save the connection.

Note: A common issue we have seen clients experience is with the "AutoFill" feature in web browsers inputting the wrong 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.

After you save the connection, datasets and gauges are added to your account and begin syncing immediately. The 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. 

Default Dashboards

  • Machine Monitoring 
  • Maintenance Modes

Default Reports

  • Automate | Executive Summary Report
  • Maintenance Modes

Default Datasets

  • Application Data - Snapshot of application details (e.g. install date, version) and the machine the application is installed on. This can only report on what exists, not what is missing
  • Computer Alerts - This dataset contains a listing of all triggered alert details
  • Disk StatisticsThis dataset looks at disk information for each disk inside a machine. This includes removable disks
  • Machine StatisticsThis dataset is a full listing of machines with various statistics about them
  • Machine Stats LiteThis dataset is a full listing of machines with various statistics about them. It has fields removed to allow for faster syncs
  • Maintenance Modes - This dataset contains a listing of computer and maintenance mode information
  • Microsoft Update DataThis dataset is a full listing of released Microsoft Updates and displays installation statistics for each update and machine
  • Monitor HistoryThis accounts for your internal monitor history for the last 14 days
  • MonitorsThis dataset accounts for internal monitors per your set-up within Connectwise Automate. It will also display information regarding success/failure and the exact time a monitor succeeded/failed
  • Network Devices -  This dataset allows you to monitor the Network Devices that appear within your Automate instance

For a list of all default gauges, select Gauges from the top menu bar.

If you have any questions, please contact Support by selecting Help > Open a Ticket from the top menu bar.

 

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