Connect Wise Implementation Guide

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ConneCtwise implementationA guide to implement Intronis and ConnectWise

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Questions? Call 1-800-569-0155. www.intronis.comCopyright © 2003-2009 Intronis Technologies. All rights reserved.

Download the original document at:www.intronis.com/resources

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About Intronis | Contact Us Questions? Call 1-800-569-0155. Or Chat Live with a backup consultant.Copyright © 2003-2009 Intronis Technologies. All rights reserved.

Contents

INTRONIS & CONNECTWISE

CONNECTWISE ImPLEmENTaTION

SETTINg uP CONNECTWISE4. integrator’s login6. add a new product 7. add a new solution9. add a new agreement11. add a new Backup management

CONfIguRINg a COmPaNy WITh INTRONIS ONLINE BaCkuP14. add an agreement15. add management solution16. add Configurations17. synchronizing18. intronis Configuration

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INTRONIS & CONNECTWISEThe integration of Intronis Online Backup + Recovery into the ConnectWise platform provides MSPs with a powerful tool for protecting their clients’ data while automating customer usage and billing procedures. MSPs can easily access multiple points of customer data, including storage usage, backup statistics, billing information, and other services in a single, unified application.

This integrated solution gives MSPs the kind of information they need to eliminate manual billing processes, speed up cash flows, and run their operations more efficiently and cost-effectively. Regardless of the size of their operation or number of accounts they manage, MSPs will find the Intronis/ConnectWise integration a valuable management tool for their business.

CONNECTWISE ImPLEmENTaTIONThe ConnectWise integration enables MSPs to receive daily updates from Intronis for configured accounts in ConnectWise. Data sent to ConnectWise is on an individual computer level and includes:

storage Usage (GB)•

last Backup•

number of successful Backups•

The instructions below outline the steps necessary to configure ConnectWise to receive data from Intronis. After completing the configuration, you will be required to provide Intronis with the credentials created in order to access your ConnectWise account.

SETTINg uP CONNECTWISEEach section below contains screen shots for configuring the setup tables and an account to receive data from Intronis. The data contained in the screen shots may appear different than the data in your application as each ConnectWise system is custom to each MSP. Prior working knowledge of ConnectWise is assumed in the following steps.

add integrator login1.

add new product2.

add new solution3.

add new agreement4.

add new Backup management5.


















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integrator’s loginNavigate to Setup -> Setup Tables -> Type “Integrator’s Login” -> Search


















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Add a New Entry to the “Integrator’s Login” Table

Enter a username and Password. Please note that you will need to provide this information to Intronis.

Select access Level as “All Records” and select only the “Managed Services API”. Select Save.


















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add a new product Navigate to Setup -> Products -> New Item

Enter an Item ID of “IntronisOnlineBackup”, enter a Description of “Intronis Online Backup and Recovery”, select a Category of “Managed Services”, select a Product Type of “Fixed Cost Services”, select a Product Class of “Non-Inventory”, and a unit of measure of “Month”.


















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add a new solutionNavigate to Setup -> Setup Tables -> Type “Management IT” -> Search


















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Add a New Entry to the “Management IT” Table

Enter a Name of “IntronisOnlineBackup”, select a management IT Solution of “Custom” and enter a Custom Solution Name of “IntronisOnlineBackup”. Select Save.


















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add a new agreementNavigate to Setup -> Setup Tables -> Type “Agreement Type” -> Search


















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Add a New Entry to the “Agreement Type” Table

Enter a Description of “Intronis Online Backup”. Select Save.


















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add a new Backup managementNavigate to Setup -> Setup Tables -> Type “Management Backup” -> Search


















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Add a New Entry to the “Management Backup” Table

Select an agreement Type of “Intronis Online Backup”, select a Product of “IntronisOnlineBackup”, and set Billing Detail to “Detail”. Select Save.


















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CONfIguRINg a COmPaNy WITh INTRONIS ONLINE BaCkuPNavigate to a Company in ConnectWise that is using Intronis Online Backup.

The following steps will configure ConnectWise to receive updates from Intronis for a computer being backed up for the company selected. Each computer needs to be added to ConnectWise to allow updates to be automatically sent each day. Repeat these steps for each account and each computer that your customers use with Intronis Online Backup. It is assumed that each company has one Username with Intronis and multiple computers or subaccounts.

Before proceeding, please find the username and computer ID on the Intronis servers for the company selected. This information can be obtained by logging in to https://my.intronis.com with your Partner Username and Password.


















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Steps:

add an agreement6.

add a management solution7.

add Configuration8.

add an agreementNavigate to the Agreements Tab of the Company. Select New.

Select an agreement Type of “Intronis Online Backup”, type an agreement Name of “Intronis Online Backup”, and place a check mark next to “No Ending Date” as we are setting up our first account to test the connector.


















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add management solutionNavigate to the Management Tab of the Company. Select Save. Select New under the heading Management Solutions.

Select a Solution of “IntronisOnlineBackup/IntronisOnlineBackup”, enter a managed ID which is the username for Intronis (In this example “magicrooster” is the account name), select a Device Type of “Backup Stats”, and select a Default agreement of “IntronisOnlineBackup/IntronisOnlineBackup”. Select Save.


















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add ConfigurationsNavigate to the Configuration Tab of the Company. Select New Item.

Select a Configuration Type of “Backup Stats” and enter a Name of “0000”. (0000 corresponds to the computer ID of the computer being backed up.)

A separate configuration can be added for each computer ID that a company has selected for backup with Intronis. For example, the exchange server could be 0000, the CEO laptop could be 0001, and the office manager computer could be 0002. The computer ID entered depends on the setup in Intronis.

Fields that will be updated from Intronis are:

Billable space (GB)•

last Backup•

number of successful Backups•


















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synchronizingEach day, by default or based on the schedule set, ConnectWise will synchronize all changes made to the Setup Tables. After completion of the instructions in this document, it is necessary to Synchronize.

Navigate to Setup -> Setup Tables -> Enter “Management” -> Select Search -> Select “Management”

Select “Sync Now”.


















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intronis ConfigurationIn order to properly configure Intronis into your ConnectWise installation, you need to provide Intronis with the information listed in the table below.

Please contact Intronis Account Management at [email protected] or 800-569-0155, option 1, to get started.

Fields Example

Company ID MSPDepot

Login Name Intronis

Login Password Intronis123

Integration URL http://test.connectwise.com/v4_6_release/services/system_io/integration_io.asmx?wsdl

Solution Name IntronisOnlineBackup


















Documents

Connect Wise Implementation Guide