Connect Wise Implementation Guide
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Connectwise implementation
A guide to implement Intronis and ConnectWise
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Contents Intronis & ConnectWise ConnectWise Implementation Setting up ConnectWise 4. Integrator’s Login 6. Add a New Product 7. Add a New Solution 9. Add a New Agreement 11. Add a New Backup Management
Configuring a Company with Intronis Online Backup 14. 15. 16. 17. 18.
contents
Add an Agreement Add Management Solution Add Configurations Synchronizing Intronis Configuration
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Intronis & ConnectWise The 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 Implementation The 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 ConnectWise Each 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. 1. Add Integrator Login 2. Add New Product 3. Add New Solution 4. Add New Agreement 5. Add New Backup Management
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Integrator’s Login Navigate to Setup -> Setup Tables -> Type “Integrator’s Login” -> Search
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources 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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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources 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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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Add a New Solution Navigate to Setup -> Setup Tables -> Type “Management IT” -> Search
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources 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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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Add a New Agreement Navigate to Setup -> Setup Tables -> Type “Agreement Type” -> Search
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Add a New Entry to the “Agreement Type” Table
Enter a Description of “Intronis Online Backup”. Select Save.
contents
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10
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Add a New Backup Management Navigate to Setup -> Setup Tables -> Type “Management Backup” -> Search
contents
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources 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.
contents
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Configuring a Company with Intronis Online Backup Navigate 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.
contents
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Steps: 6. Add an Agreement 7. Add a Management Solution 8. Add Configuration
Add an Agreement Navigate 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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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Add Management Solution Navigate 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.
contents
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Add Configurations Navigate 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
contents
previous page
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Join the movement
16
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Synchronizing Each 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”.
contents
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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Download the original document at: www.intronis.com/resources Intronis Configuration In 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
contents
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Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources
Connectwise implementation
A guide to implement Intronis and ConnectWise
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources
Contents Intronis & ConnectWise ConnectWise Implementation Setting up ConnectWise 4. Integrator’s Login 6. Add a New Product 7. Add a New Solution 9. Add a New Agreement 11. Add a New Backup Management
Configuring a Company with Intronis Online Backup 14. 15. 16. 17. 18.
contents
Add an Agreement Add Management Solution Add Configurations Synchronizing Intronis Configuration
previous page
next page
Join the movement
2
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources
Intronis & ConnectWise The 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 Implementation The 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 ConnectWise Each 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. 1. Add Integrator Login 2. Add New Product 3. Add New Solution 4. Add New Agreement 5. Add New Backup Management
contents
previous page
next page
Join the movement
3
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Integrator’s Login Navigate to Setup -> Setup Tables -> Type “Integrator’s Login” -> Search
contents
previous page
next page
Join the movement
4
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources 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.
contents
previous page
next page
Join the movement
5
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources 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”.
contents
previous page
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Join the movement
6
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Add a New Solution Navigate to Setup -> Setup Tables -> Type “Management IT” -> Search
contents
previous page
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Join the movement
7
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources 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.
contents
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Join the movement
8
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Add a New Agreement Navigate to Setup -> Setup Tables -> Type “Agreement Type” -> Search
contents
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Join the movement
9
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Add a New Entry to the “Agreement Type” Table
Enter a Description of “Intronis Online Backup”. Select Save.
contents
previous page
next page
Join the movement
10
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Add a New Backup Management Navigate to Setup -> Setup Tables -> Type “Management Backup” -> Search
contents
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Join the movement
11
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources 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.
contents
previous page
next page
Join the movement
12
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources
Configuring a Company with Intronis Online Backup Navigate 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.
contents
previous page
next page
Join the movement
13
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Steps: 6. Add an Agreement 7. Add a Management Solution 8. Add Configuration
Add an Agreement Navigate 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.
contents
previous page
next page
Join the movement
14
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Add Management Solution Navigate 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.
contents
previous page
next page
Join the movement
15
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Add Configurations Navigate 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
contents
previous page
next page
Join the movement
16
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Synchronizing Each 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”.
contents
previous page
next page
Join the movement
17
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
join the movement
Join Now
PRINT VERSION
Download the original document at: www.intronis.com/resources Intronis Configuration In 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
contents
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Join the movement
18
Questions? Call 1-800-569-0155. Questions? Callwww.intronis.com 1-800-569-0155. Or Chat Live with a backup consultant. Copyright © 2003-2009 Intronis Technologies. All rights reserved. Copyright © 2003-2009 Intronis Technologies. All rights reserved. About Intronis | Contact Us
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