ConnectWise Automate
Quick Details
Recommended Agent: On-Demand
Supported Agents: On-Demand or Self-Managed
Is Auto-Discovered By: N/A
Can Auto-Discover: ConnectWise Automate Child Inspectors
Parent/Child Type Inspector: Yes
Inspected via: API
Data Summary: Here
Overview
See it in Action
Inspector Setup Preparation
Step 1: Create a New UserClass
- Open the ConnectWise Automate Control Center application and log in using your ConnectWise Automate server address and credentials.
- Click on the System icon in the bottom-left corner.
- In the System menu, click Users and Contacts > User Class Manager.
- On the User Class Manager screen, click the + button in the bottom-left corner.
- Enter the Name of your new User Class (Recommended: Liongard). Click OK.
- From the list on the left, select the new User Classand enable Read access for the following permissions:
- Clients
- Contacts
- Patch Manager
- Reports
- Scripts
- Tickets
- Users
- User Classes
- Click Save
Step 2: Create a New User
- Log in to ConnectWise Automate's web-based interface.
- Click the Settings icon in the bottom-left corner.
- In the System menu, click User Management.
- Click the + Add button.
- Fill out the required fields. Make note of the Username and Password as they will be used when configuring the Inspector in Liongard. In the bottom-left corner, select Integrator.. Note: The Integrator user class will automatically bypass MFA.
- Click the User Classes tab.
- In the bottom-left corner, click Edit user classes, and select the user class you created above.
- Click the Group Membership tab.
- Select All Agents and All Clients.
- Click Save.
Liongard Inspector Setup
Step 1: Parent Inspector Setup
Since ConnectWise Automate is a multi-tenant system, where a single portal is used to manage many Environments, you will set up a single "Parent" Inspector that will then auto-discover "Child" Inspectors for each Environment.
In Liongard, navigate to Admin > Inspectors > Inspector Types > Navigate to the ConnectWise Automate Inspector > Select Add System.
Fill in the following information:
- Type of Inspector: Parent
- Environment: Select your MSP's Environment
- Friendly Name: Suggested Naming: [MSP Name] ConnectWise Automate Parent
- Agent: Select On-Demand
- Inspector Version: Latest (Auto-Update)
- ConnectWise Automate Domain: Your ConnectWise Automate Domain (ex: https://liongard.hostedrmm.com)
- Username: The ConnectWise Automate Username you created in Step 2 above
- Password: The password for the user you created in Step 2 above
- Include Contact?: Leave enabled. Only disable the toggle if your inspection fails for Payload Size.
- Scheduling: The Inspector will default to run once a day at the time the Inspector is set up. Here you can adjust the schedule
Select Save. The Inspector will now be triggered to run within the minute.
Step 2: Child Inspector Setup
After the first run of the Parent Inspector, your client ConnectWise Automate organizations will be auto-discovered and surfaced on the Discovered Systems page.
Navigate to the Discovered Systems tab in your Inspectors > ConnectWise Automate page
- Activate your Discovered Systems by ensuring they're mapped to the correct Environment > Select the checkbox to the left of Inspector(s) > Select the Actions drop-down menu > Activate Launchpoints.
- Users may also Archive Discovered Systems by Selecting the checkbox to the left of the Inspector(s) > Select the Actions drop-down menu > Archive Launchpoints.
Optional: Turn on Flexible Asset/Configuration Auto-Updating
If you would like this Inspector's data to be sent to ConnectWise and/or IT Glue, turn on Flexible Assets/Configurations for this Inspector:
- ConnectWise: Admin > Integrations > ConnectWise > Configuration Types > Confirm the "Configuration Auto-Updating" toggle is enabled
- IT Glue: Admin > Integrations > IT Glue > Flexible Assets > Confirm the "Flexible Asset Auto-Updating" toggle is enabled
ConnectWise Automate Quick Tips/FAQs
Updated 12 months ago