ConnectWise Automate integration overview

Scope

This guide is for the managed services providers, and describes the steps necessary to integrate Cloud Backup and Backup & Disaster Recovery with ConnectWise Automate.

The integration covers the following features:

• Large-scale deployment and configuration of Cloud Backup for complex infrastructures from within ConnectWise Automate environment:

  • Deploy or remove the backup agent to or from computers at various levels (client, location, individual computer)

  • View and download the backup agent logs for clients, locations, or individual computers

• Centralized backup policy management within ConnectWise Automate environment

• Automatic ticket creation if the backup service or a backup job fails

• Dashboard access from within ConnectWise Automate environment that allows viewing the relevant information on backup activities, protected devices, cloud space use, and other

Prerequisites

For proper operation of the plug-in for ConnectWise Automate, the ConnectWise Automate server should meet the minimum hardware and software requirements for your version of ConnectWise Automate.

Outline

Below are the basic steps you need to take to configure the integration.

1. Install and enable the plug-in.

2. Provide integration credentials and map ConnectWise Automate clients with companies.

3. Deploy the backup agent.

4. Start using (see further details on the relevant integration pages).