E-Automate On-Premise Integration

February 15, 2024 15:09 Updated

You can integrate e-automate with MSPbots by adding a connector for the SQL Server or MSQL. Use the guide in this article to connect e-automate to MSPbots.

Prerequisites

Only users with editing privileges for integrations can link e-automate On-Premise with MSPbots. Ensure that you have admin rights before performing the integration steps below.

How to integrate e-automate to MSPbots

1. Complete the prerequisites.

Create a new read-only account for communicating with MSPbots in your SQL Server or MySQL. Refer to the article How to Create a Read-only Account for Your SQL Server or MySQL for instructions.

2. Connect the MSPbots agent.

Go to Integrations on the MSPbots app menu.
Find E-Automate On-Premise and click the Config icon.
Next, click the download icon for the MSPbots SQL Agent Client to start downloading the installer file.
After the download is complete, follow the prompts to install the MSPbots SQL Agent client.
During the setup, select Automatic Start and Create a desktop shortcut, then click Next.
In the last step, select the Launch MSPbotsAgentService checkbox and click Finish. The window will automatically close when the service starts.
Launch the MSPbots agent and log in using your MSPbots account. You can minimize or close the window after login but do not log out.

3. Set up the MSPbots Agent Connector.

Go to Integrations on the MSPbots app menu.
Search for e-automate On-Premise and click it to open the connection settings.
Click the +Add Connector button.
Fill in all of the following required fields:
- Database Type - Select SQL Server.
- Agent - The agent will be populated automatically with the name of the installed machine.
- IP - Provide the internal IP address or FQDN of the e-automate SQL database server.
- Database Name
- Time Zone - Select the time zone used by the connected database.
- User ID - This is the username of the user with read-only access to the database.
- Password - This is the password of the user with read-only access to the database.
  
  It may take a few moments for the agent to check in after installation.
  If you have installed multiple MSPbots agents with different databases in different network segments, you have to select the device name where you manually installed the MSPbots Agent. You can find the device name in the Agent selection box. Select the one under the corresponding gateway of the database.
Click Save And Sync.

4. Create a dataset and validate the data.

Go to Datasets on the MSPbots app menu and click the New Agent Dataset button.
When the New window appears, click Integration and select E-Automate On-Premise. Don't forget to fill in the dataset Name and Description fields.
Next, go to the Data Cleaning tab to show the Validate SQL section below.
1. Select a database from the DB dropdown list.
2. Scroll down to the Validate SQL section, and fill in the SQL field. The most common SQL statement here is:
```
select * from TABLENAME
```
3. Input your desired Sync Frequency in minutes.
  
  Sync Frequency is currently limited to 30 minutes and can only be decreased for smaller datasets. For larger datasets, the frequency may be limited due to a large amount of data ingestion and the constraints it would place on both your server and ours.
Click Confirm when done. This will show a preview of the data for your validation. You can customize or use the default character length for string-type fields, and the time field can be set with a timezone.
Once you confirm the data is correct, click OK to create and save the dataset. The data will be synchronized in 10 minutes.

5. Save the logs and send the file to the MSPbots Support Team.

Open the MSPbots Agent client and click the Save Log button on the upper-right corner of the window.
Click Confirm on the Tips popup that appears.
Next, select the location to save the logs, provide a filename, and click Save.
Send the file to support@mspbots.ai.