Roar can create configurations in ConnectWise Manage with rich system details that will update daily.
Will Roar update my existing configurations?
No. Roar will create new configurations with a distinct naming convention System name (auto). After consulting the ConnectWise Manage team and our partners, we opted to create new configurations as opposed to editing existing content. Given the high degree of customization in ConnectWise Configurations, Roar will preserve your existing Configurations and push over distinct, automated configurations.
We recommend bundling Roar configurations to your existing configurations.
There are three steps in Roar to turning on the ConnectWise Configuration auto-updates:
- Turn on the Global on/off switch
- Select the Systems you want Roar to push over configuration data for
- Select the Companies you'd like Roar to push over configuration data for
Below we'll walk through the steps and how you can do a controlled test to see how Roar configurations push over into ConnectWise.
Navigate to Admin > Integrations > ConnectWise > Configurations
Check the box "Enable Configuration Auto-Updating"
Checking this box will NOT create any configurations in your PSA
You will first need to complete Steps 2 and 3 in order to land Roar's configurations in ConnectWise
Once you check the box to enable Configuration Auto-Updating, the toggles under the column Configuration Auto-Updating in the table below will light up.
Toggle on the Systems that you would like Roar to create and auto-update configurations.
Toggle on the Configuration Auto-Updating for only ONE Roar Configuration Type to start your controlled test. Next, continue to Step 3 and toggle on Configuration Auto-Updating for only ONE Roar Environment.
On the Map Companies tab, you will now have the ability to toggle on Configuration Auto-Updating.
Navigate to Admin > Integrations > ConnectWise > Map Companies
Turn this toggle on for any of the companies you'd like Roar to create automated configurations.
After you've completed Steps 1-3, it's time to set up Inspectors!
Because you have set up you PSA integration, Roar will auto-discover your Internet Domain & DNS Inspectors. Once activated, these Inspectors will auto-discover your TLS/SSL Certificate Inspectors. From there, roll out Parent/Child Type Inspectors. Then, move on to System Inspectors that require On-Premise Agents. Then, move on to other System Inspectors you are managing for your clients.
As you roll out Inspectors amke sure this Inspector is a System in an Environment that you've already turned on the Configuration Auto-Updating.
Know the configuration data for the systems and companies you turned on will land in ConnectWise Manage in the next 24 hours by default.
You can also ad-hoc run Inspectors in Roar, and Roar's ConnectWise Configurations should land within minutes.
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Last Updated: 2019-10-22