Connecting to ConnectWise Automate (LabTech) Cloud

This document is a step by step guide for setting up the Automate Cloud integration within BrightGauge.

 

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 Automate Cloud datasource under "All" or under the appropriate category:

Whether a new account or an existing, clicking on the Automate Cloud datasource logo will bring you to the page below.  Keep it open as we'll come back to it in Step 3.

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Step 2 - Configure Datasource

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

  1. Name - name the datasource.  This can be Automate Cloud or anything you want
  2. Automate URL - when you login to Automate Cloud, you'll go to *.hostedrmm.com or you get redirected to that site.  This box is whatever is there instead of the asterisk
  3. Automate Username - This should be the username you login as.  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 case sensitive.
  4. Automate Password - This is the password for the Automate user you're using to authenticate.

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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 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.

 

Custom User Class

If you're wanting to create a custom user class instead of using an admin for connecting your datasource, make sure to include the "Show All" access level for computers. Not including this will cause data to be inaccurate.

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For additional information, please check out our support forums here.

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