Connect Wise Implementation Guide

join the movement Join Now
PRINT VERSION
Download the original document at:
www.intronis.com/resources
Connectwise implementation
A guide to implement Intronis and ConnectWise
PRINT VERSION
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. Add an Agreement
15. Add Management Solution
16. Add Configurations
17. Synchronizing
18. Intronis Configuration
contents 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.
Copyright All rights
© 2003-2009 reserved.
Intronis Technologies. All rights reserved. About Intronis | Contact Us
PRINT VERSION
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

Join the movement
3 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
Integrator’s Login
Navigate to Setup -> Setup Tables -> Type “Integrator’s Login” -> Search

Join the movement
4 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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.

Join the movement
5 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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”.

Join the movement
6 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
Add a New Solution

Navigate to Setup -> Setup Tables -> Type “Management IT” -> Search

Join the movement
7 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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.

Join the movement
8 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
Add a New Agreement

Navigate to Setup -> Setup Tables -> Type “Agreement Type” -> Search

Join the movement
9 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
Add a New Entry to the “Agreement Type” Table
Enter a Description of “Intronis Online Backup”. Select Save.

Join the movement
10 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
Add a New Backup Management

Navigate to Setup -> Setup Tables -> Type “Management Backup” -> Search

Join the movement
11 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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.

Join the movement
12 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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.

Join the movement
13 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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.

Join the movement
14 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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.

Join the movement
15 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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

Join the movement
16 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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”.

Join the movement
17 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.
PRINT VERSION
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 partners@intronis.com 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

Join the movement
18 Questions? Call 1-800-569-0155.
© 2003-2009 reserved.

Connect Wise Implementation Guide

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Connect Wise Implementation Guide

Uploaded by

Copyright:

Available Formats

join the movement Join Now

contents previous page next page

Intronis & ConnectWise

• Storage Usage (GB)

• Number of Successful Backups

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

contents previous page next page

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

contents previous page next page

Add a New Product

Enter an Item ID of “IntronisOnlineBackup”, enter a Description of “Intronis Online Backup and

contents previous page next page

Add a New Solution

contents previous page next page

Add a New Entry to the “Management IT” Table

Enter a Name of “IntronisOnlineBackup”, select a Management IT Solution of “Custom” and enter a

contents previous page next page

Add a New Agreement

contents previous page next page

Add a New Entry to the “Agreement Type” Table

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

contents previous page next page

Add a New Backup Management

contents previous page next page

Add a New Entry to the “Management Backup” Table

Select an Agreement Type of “Intronis Online Backup”, select a Product of “IntronisOnlineBackup”,

contents previous page next page

Configuring a Company with

contents previous page next page

7. Add a Management Solution

contents previous page next page

Add Management Solution

Select a Solution of “IntronisOnlineBackup/IntronisOnlineBackup”, enter a Managed ID which is the

contents previous page next page

Fields that will be updated from Intronis are:

• Billable Space (GB)

• Number of Successful Backups

contents previous page next page

Select “Sync Now”.

contents previous page next page

Please contact Intronis Account Management at partners@intronis.com or 800-569-0155, option 1, to

contents previous page next page

You might also like