Using ConnectWise Automate for your remote monitoring solution and using their hosted solution? Awesome, we now have Automate Cloud 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 Automate Cloud.
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 "Automate Cloud" icon:
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.
Step 2 - Configure Datasource
You'll now need to fill in the appropriate information.
- Name - name the datasource. This can be Automate Cloud or anything you want
- 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
- 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
- Automate Password - This is the password for the Automate user you're using to authenticate.
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.
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.