StorageCraft Autotask PSA User Guide
Contents
1. R Customer 2 HE Biermann Homes MSP Mantan God Laptop 6 Dave MoConkie Cloud Pius BEG of Maninesota MSP Manitorimg Gold Laptop Le E Dave Meenkie Cloauderemium IS Dave Moconkie CloudPremium S f ape i o 10 lt ewil fo fi Homa Sloragecranl Techndlagy Corporal The Account Mappings page enables you to e Create new mappings for unmapped accounts e Fix Unmapped or Failed account mappings e View and manage all mapped and unmapped accounts e Delete unwanted mappings TO map new accounts or edit incomplete unmapped or failed mappings 1 Click anywhere in the row of an account you want to edit Work from left to right Select the License Type from the drop down menu Type the name of the company in the Company Name field This field should autopopulate after typing the first few characters of the company name Select the contract type from the Contract Name drop down Select that service type from the Service Name drop down The changes are automatically saved when you select the Service Name Click the Reload Grid button on the left side at the bottom of the grid to update the status indicators Click the symbol if you want to delete a mapping OJ N a ort Status Indicators The symbol on the right side of a row indicates that the account is successfully mapped The amp symbol on the right side of a row indicates that the account is either unmapped or the mapping failed 2014 StorageCraft Techn2. keys The StorageCraft MSP portal contains this information which is available to Computech Computech is using Autotask for Professional Services Automation PSA When the MSP logs into the StorageCraft PSA integration service he will link Bob s Dentistry from the StorageCraft MSP portal to an account called Bob s Dentistry in the Autotask PSA This PSA account includes an associated contract and a service offering for desktop backup The Value of PSA Integration After mapping Computech to Bob s Dentistry in Autotask Bob s Dentistry decides to get a new additional desktop The MSP installs another instance of ShadowProtect on the new desktop and activates a new key Now the StorageCraft MSP portal indicates that Bob s Dentistry has four 4 ShadowProtect Desktop license activations instead of three 3 At the end of the next billing cycle or when scheduled by the system the PSA integration service detects that the ShadowProtect Desktop license count for Bob s Dentistry has increased by one 1 Whether the synchronization was done manually or automatically the PSA integration tool now shows an additional license it updates the unit count in the PSA integration service agreement from 3 to 4 Now when Computech runs their billing for the Autotask PSA tool they can properly invoice Bob s Dentistry with the accurate count of four 4 licenses The PSA integration works for all license types 2014 StorageCraft Technology Corporation Sto
3. LS CONFIGURATION HISTORY Username ppamelagidevioincdemo com Edit Test Connection S Scheduling Uptons INTEGRATION INFORMATION PENDING ACCOUNTS V5 MAPPED ACCOUNTS 0 Notifications Manual Change Acceptance is set Change Last refresh time 42074 5 33 17 PM switch PSA to ConnectiVise Last syne time NIA Autoask Accounts Pending Mapping unmapped Symes Errors ACCounts Mapped W Unmapped Review Updates Map Accounts e el b LAST SYNC STATISTICS ALERTS Date Updated Upto Date Errors DE vaz RPO 32 20 15 PM 0 0 0 i a20 2014 10 20 17 PM No alerts to display at thie ime 4 amp 3 Clear Page 1 of i Wiew 1 1 of i T Home 2074 StorageCraft Technology Corporation 370 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide 6 1 StorageCraft PSA Account Mappings The PSA integration portal service retrieves all company contracts from your StorageCraft MSP accounts The Account Mappings page lets you map your account information from the StorageCraft MSP portal to your PSA system Autotask or ConnectWise Each Account Name Contract Name combination must also have a Service Name associated with the specific account contract combination if you are going to map that account Some contracts don t have services Note Contract Names that don t have any attached or associated Service Names can t be mapped You can safely ignore th
4. SS sTORAGECRAFT StorageCraft Autotask PSA User Guide StorageCraft Copyright Declaration StorageCraft ImageManager StorageCraft ShadowProtect StorageCraft Cloud and StorageCraft Cloud Services together with any associated logos are trademarks of StorageCraft Technology Corporation in the United States and elsewhere All other brands and product names are or may be trademarks or registered trademarks of their respective owners Table of Content Table of Content 1 StorageCraft PSA Portal Overview 2 StorageCraft PSA Integration Use Case 3 Integration Portal Header 4 StorageCraft PSA Dashboard 5 StorageCraft PSA Approvals 5 1 StorageCraft PSA Pending Updates 5 2 StorageCraft PSA Synchronization History 6 StorageCraft PSA Configuration 6 1 StorageCraft PSA Account Mappings 6 2 StorageCraft PSA Scheduling Options 6 3 StorageCraft PSA Notifications 6 4 StorageCraft PSA Dashboard Setup 7 StorageCraft PSA History 2014 StorageCraft Technology Corporation StorageCraft Support Center SCOMaN LH LH CLM KM dh 1 d Nii OO Page 2 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide StorageCraft Autotask PSA User Guide The purpose of the StorageCraft Professional Services Automation PSA integration PSA Integration is to read license count and cloud usage data from the StorageCraft MSP portal so it can be synchronized with the Autotask PSA system The PSA Integration service lets you create mappin
5. TS Last refresh time 4 8 2014 5 33 17 PM Last sync time N A Autotask Accounts Pending Mapping Unmapped Syncs Errors Accounts 1 0 3 et Mapped B Unmapped Review Updates Map Accounts m p LAST SYNC STATISTICS ALERTS Updated Up to Date Errors pen 4 23 2014 9 13 31 AM 0 0 0 4 23 2014 4 13 35 PM No alerts to display at this hme x ca age f e f 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide 5 1 StorageCraft PSA Pending Updates Pending Updates The Pending Updates page displays the mappings that have not yet been synchronized To access the page click the Approvals navigation link then click Pending Updates StorageCraf Integration Account S Logout SA STORAGECRAFT E G Pending Updates DASHBOARD APPROVALS CONFIGURATION HISTORY This page alkmag yoo 106 approve Srar Krone All pending updates bor your specified G Pending Windaies mappings m Approval options are E sync Histon Remove seletied mappings Select and approve speciic mappings Approve all mappings Simullaneoushr Configure automatic approval Sen the Scheduling Ophons page io configure automatic approval Show All Entries incuing those wath D change E StorageCralt Aubotask Billing Dene Refresh Date e License Type Compary Customer Service Uratz Delta Ty Home Wagecran Technology Corporation 370 Approval options are R
6. ave one current PSA setup Setting up another PSA will delete all data and mappings 4 Click Submit to change or reset the PSA A warning dialog box will be displayed SS sTORAGECRAFT StorageCraft integration Account gi Logout English lt Autotask Credentials ConnectWise Credentials Usemame Reset your PSA Account x Password sae amp This will delete all existing mappings and automation settings Do you want to continue Cancel NOTE If you are setting up your account for the first time click Yes to proceed If you don t want to lose your current mappings and automation settings click Cancel Yes reset my account Cancel 5 Click Yes to reset your PSA account 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 12 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide Warning Clicking Yes resets your account All previous data and mappings will be deleted because you are configuring the portal for a new PSA 6 The Dashboard is displayed when the connection is successful The StorageCraft PSA Integration portal now starts retrieving account information from the StorageCraft MSP portal and the selected PSA It may take a few minutes to complete this process 7 StorageCraft PSA History The site history page displays All integration actions that have been performed Created or edited mappings A list of new accounts and account changes PSA changes and se
7. dress or addresses for the recipient s Separate multiple email addresses with commas Click Save when all addresses have been entered ConnectWise sends an email notification to the recipients in the list when the Send Notifications box is checked AWN Ee Multiple email addresses can be added One email address per rows All email addresses on the same row separated by commas Click Save when all addresses have been added 7 Send Notifications Select your time zone Amenca Los_Angeles N 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 11 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide 6 4 StorageCraft PSA Dashboard Setup amp Note StorageCraft recommends setting up an integration account in your PSA with its own username and password that won t change This will save you from having to edit this information in the StorageCraft PSA integration portal each time you chanage PSAs To change between PSAs 1 Log into the StorageCraft PSA Integration portal with the required credentials 2 Move your cursor over the Configuration navigation header then click Change PSA 3 Enter the credentials username password url and site company name for the PSA you want to use StorageCraft Integration Account gil Logout STORAGECRAFT _ Autotask Credentials ConnectWise Credentials Username ema Username Password aS SWC Password Site amp Note You can only h
8. edentials Integration Information The integration information section includes Number of pending accounts Errors since last refreshed Unmapped accounts since last refreshed A change link to toggle between automatic and manual account updates Review Updates function Map Accounts function Pending Accounts vs Mapped Accounts Gauge This guage shows the ratio of pending accounts compared to mapped accounts Account Units The account units section shows e The total number of accounts in the portal e A breakdown of the mapped versus unmapped accounts Historical Data This Historical Data section contains a log of 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide e Statistics since the last update sync e The number of mappings updated synced successfully e The number of mapping errors e The number of changes since the previous update sync Alerts This section presents a summary of alerts for pending issues 5 StorageCraft PSA Approvals Pending Updates and Sync History are found under the Approvals navigation header StorageCraft integration Account i Logout S STORAGECRAFT English J Dashboard DASHBOARD APPROVALS CONFIGURATION Sae Pending Updates Usemame admini Edit Test Cor EZ sync Histon INTEGRATION INFORMATION PENDING ACCOUNTS VS MAPPED 5 Manual Change Acceptance is set Change ACCOUN
9. emove selected mappings Select and approve specific mappings Approve all mappings simultaneously Configure automatic approval You can also Show all entries including those that haven t changed by checking the box 5 2 StorageCraft PSA Synchronization History The Synchronization History page displays all updated mappings for your PSA This includes the e Date e Account name e Specific changes To access the Synchronization History page hover your cursor over the Approvals navigation link then click Synchronization 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 8 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide History StorageCraft Integration Account 2 Logout Ss STORAGECRAFT Synchronization History includes all updates to your PSA system such as the date account name license type and so on StorageCraft Autotask Time Occurred SC Account License Type Company Customer Service Old New 4 23 2014 12 22 37 PM D M CloudPlus BDG of Minnesota MSP Monitoring Gold Laptop 2GB 34GB p a Page1 ofi 10 v View 1 1lofi 6 StorageCraft PSA Configuration PSA Configuration Options and navigation links Account Mappings Scheduling Options Notifications Switch PSA Click the Configuration navigation link then select the configuration option you want StorageCraft Integration Account g Logout S STORAGECRAFT Patotask English c Dashboard DASHBOARD APPROVA
10. ese unmapped accounts because they won t affect or interfere with your other mappings StoragecCran Integration Account Logout SA STORAGECRAFT ars 4 Account Mappings APPROVALS CONFIGURATION HISTORY The PSA integration portal service relieves all company contracts from pour StorageCraft MSP accounts Each account mast have a service aflached to the COnETaC1 in onder to map from the SiorageCraht MSP portal io your PSA Accounis withoat Services Can t be mapped but these wnmapped accounts woni afier your other mappings Successhully mapped accounts are Mentifed by the 6 symia Unmapped accpants or Failed mantret gt are ideniihed iy the LS Symbian To edit mappings 1 Click anywhere on amy single now itis puis you in edit mode for the selected rma Edit the Account Mapping hida trom lett io rah Start wath the Account Name thes License type and soon Select ie Semice Name last The chamges are Saved automaticaly when you select the Service Name Click the Reload Grid bation in the bottom lett comer of thee grid io wpdate the mapping status a kad b SL pGra0 e rsh ALS Accoun Name gt License Type Company Name Contract Hame Sernac Name E Cupore 21 ert ipa a Pei Angry Fox C6 MSP Mantanna Gadel Premam Serv G E Customer 1 DRE Angry Fow oo MSP Monitonmg Bronze Ges Server 6 Customer 1 FEVE Angry Fox CD MSF Mantan Golds Fremaum Server G E Duippmer fj DHE Angry Fox Oe MSP Manitoring Branja Bast Desktop
11. gs between your StorageCraft accounts and your PSA accounts to facilitate the license count and cloud usage synchronization These accounts typically have a Contract and an associated Service offering The PSA portal updates the number of those licenses for each account type to the related service offering within that account In other words the PSA tool synchronizes license counts from the StorageCraft MSP portal to the Autotask PSA Important The PSA tool does NOT pull actual licenses out of the MSP portal to place them into the PSA It only pulls down license counts so that service agreements can be updated Prerequisites and Requirements The StorageCraft PSA Integration portal requires An internet connection Up to date versions of Firefox Internet Explorer Safari or Google Chrome An active StorageCraft MSP account with applicable contracts and services An appropriately configured Autotask PSA system which includes o Defined contracts and agreements o Defined products and services Features Account Mapping e Map and manage accounts e Synchronize data from the StorageCraft MSP portal to Autotask e Automatic inactivity logout after 20 minutes Update Accounts e Update unit counts for all accounts e More accurate tracking of usage e More accurate billing 1 StorageCraft PSA Portal Overview The StorageCraft PSA Integration Portal main screen consists of a navigation header and a dashboard The navigation header co
12. lected preferences To display the Site History page click History the navigation header StorageCraft Integration Account jj Logout a STORAGECRAFT aga erak The Site history page displays s How Mappings s Edited Mappings Recent Account Updates x Saved Preferences lo keep the history click Save lo discard the history click Clear Severity Date lt Descnpikyn 4 23 2014 12 22 37 PM Sync complete 6 records have been synced with 0 records resulting in errors 05 4 23 2014 12 22 28 PM Sync started o 4 95 2014 1 58 53 PM Mapped Customer 3 te Jackson amp Sons gt MSP Services gt Bronze Basic Desktop 0 4 8 2014 6 35 48 PM Storage Craft account sting updated 2 new accounts added 0 4 8 2014 6 35 45 PM Updating StorageCralt account listing 0 4 6 2014 5 33 34 PM Refresh Unis complete 2 records added to pending updates 4 8 2014 5 33 16 PM Refresh Units started A 3 28 2014 1 59 57 PM Removed mapping for Account Name Dave MeConkie License Type ClaudPremium PSA Company Name Biermie iG 4 28 2014 1 58 53 PH Mapped Dave MoConkie to Biermann Homes gt MSP Monitoring gt Gold Laptop o 3 25 2014 3 21 13 PM Mapped Dave MeConkie to BOG of Minnesota gt MSP Monitoring gt Gold Laptop F ib Page of 10 Kx i 10 View 1 10 of 97 A Hime wE Peut E Storagetran lechmo ogy E Of poration 1 3 TU Click Save to create a CSV report of the current history Click Clear to delete the hist
13. ntains the following navigation links Dashboard Approvals Configuration History The dashboard is described here 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 13 Slorage Cran Integration Account gj Logout STORAGECRAFT Pan English DASHBOARD APPROVALS COMPKGLRATION HISTORY Usemame ppaMelagdevicincdema com Edit Test Connection S STORAGECRAFT StorageCraft Autotask PSA User Guide SS INTEGRATION INFORMATION PENDING ACCOUNTS VS MAPPED ACCOUNT UNITS Manual Change Accepiancte is sel Change ariete Last refresh time HUANA oc PM Last sync time NIA Auiolask Acoounls Pending Mapping Unmapped Syncs Errors Accounts 0 0 a WS Mapped Urimapped Rewew Updates Map Aun CHUTES LAST SYNC STATISTICS ALERTS Updated Up t Date Errors RSAT Whoo 4s Ab g Q a o r How D Pe S014 Soragecran Techncoagy Corporati 370 2 StorageCraft PSA Integration Use Case Overview Before creating the PSA integration tool scenarios like this had to be processed and maintained manually Now when the mappings are correct between the StorageCraft MSP account and the Autotask PSA account the synchronization is done automatically The Scenario A StorageCraft MSP company named Computech has an account in the StorageCraft MSP portal for Bob s Dentistry Bob has three desktop computers that are protected with ShadowProtect Desktop This means Bob is using and being billed for three active
14. ology Corporation StorageCraft Support Center Page 10 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide Important If you need to change any selections in a previously successfully mapped account such o as the Contract Name or Service Name you need to remap the account 6 2 StorageCraft PSA Scheduling Options The Scheduling Options page allows you to configure automatic refresh and synchronization schedules To configure the unit refresh options 1 Check the box for either Enable Automatic Refreshing of Unit Quantities or Unit Sync Options 2 Select the radio button for either Monthly or Daily refresh 1 For Monthly refresh select the day of the month and the hour of the day 2 For Daily refresh select the hour of the day 3 Click Save StorageCraft Integration Account jj Logout STORAGECRAFT y Scheduling options allow you to set preferences for refreshing and syncing Click Save when your selections are complete UNIT REFRESH OPTIONS UNIT SYNC OPTIONS Enable Automatic Refreshing of Unit Quantities Enable Automatic Syncing Monthly on the Select of the month ato 00 Monthly onthe Select of the month at 00 5 Dally at 0 DU 5 Daily at 00 Times are shown in 24 hour format f Home 14 StorageCraft Technology Corpor 6 3 StorageCraft PSA Notifications This page allows you to specify a list of recipients for notifications Check the Send Notifications box Enter the email ad
15. or refresh intervals approvals and reporting Notifications manages notification reporting Switch PSA allows you to switch between Autotask and other PSA tools History The History page displays the site log for all the transactions 4 StorageCraft PSA Dashboard The dashboard provides an overview and summary of accounts and data managed in the portal 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide gt StorageCraf integration Account ij Logout SS STORAGECRAFT ne English DASHBOARD APPROVALS PIPRA HISTORY o Dashboard Usemame ppamelamdevioinedemocom Edit Test Connection INTEGRATION INFORMATION PENDING ACCOUNTS V5 MAPPED ACCOUNT UNITS ACCOUNTS Manual Change Accepliance is sel Change Last refresh ime Vere A B T PM Last sync time N A Aulotask Acoounls Pending Mapping unmapped Syncs Errors Accounts WS Mapped HB Unmapped Review Updates Map Accounts LAST SYNC STATISTICS ALERTS Updated Upto Date Errors APIO 3060042 Ahi n R p 0 SJ 2B Z70Ld 5 00 49 FH Bo alerts to display at ihia bima The dashboard contains the following sections UserName Account The user name section e Shows the name of the currently logged in user e The Edit button shows and allows you to change the PSA credentials associated with the integration account e Allows you to test connection for those cr
16. ory log 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 13
17. rageCraft Support Center Page 4 of 13 S STORAGECRAFT StorageCraft Autotask PSA User Guide Server SBS StorageCraft Cloud usage GB etc Service Offering per License Type As an MSP you should configure your PSA to have a service offering for each license type This is standard practice in the PSA world It makes using the PSA Integration tool easier 3 Integration Portal Header The navigation header displays the name of the current page on the left side The navigation links are shown on the right side of the navigation header The navigation links are activated by hovering your cursor over the chosen link O Dashboard DASHBOARD APPROVALS CONFIGURATION ar The Dashboard and History navigation links take you directly to their respective pages there are no drop down lists associated with these two buttons The Approvals and Configuration buttons each have drop down links that take you to the pages described below Dashboard The dashboard allows you to see the data for all your integrations at a glance Approvals The Approvals menu provides the following features e Pending Updates updates that require approval e Sync History log showing the updates that have been completed Configuration The Configuration menu provides the following information and functions Account Mappings displays all mapped accounts and allows you to edit accounts that are unmapped or have errors Scheduling Options preference settings f
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