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In the depicted image, can add credentials for your SyncroMSP instance. Please provide details as requested.
Enter Credentials
Enter Credential Name: Choose a name of your choice for the credential to be added.
Enter Domain: Enter the SyncroMSP Domain for the credential to be added. i.e.
xxxxx.syncromsp.comEnter API Key: Enter the API key for the credential to be added.
The below image shows the API permissions required by CyberCNS for API users in SYNCROMSP. Once these permissions are set correctly for API users, CyberCNS will be able to capture required data for companies/customers and tickets from SyncroMSP.
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When the credentials are added, an option to add the default template is seen.
Instead of selecting each time for ticket creation in the integration action, we can add a default template here for a particular integration.
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In the Default template, Select status for Ticket Creation, Select Status For Ticket Closing, Priority Id, Problem Type, Tech User, and Select Ticket Form.
Click on Save once all the fields are selected.
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Company Mapping
The next step is to map local companies in CyberCNS to SyncroMSP companies corresponding to the selected domainIn Company Mapping there are three rules to be set. Those are Event Set, Integration Profile, and Manage Company Mapping.
Under the Event Set, click on +Add to add the Alert Rule.
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Here set of Events are to be set to get notified on. Those events are categorised under Agent, Company, Asset, Ports, Remediation, and AD Audit.
Enter the Event Name and select the category of an Events as required.
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Every Category has a set of events/alerts under them which needs to be selected as per requirement.
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e.g. Asset category has below listed alerts and selection of all or any is allowed.
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For Remediation category, selection of Remediation by Company OR Remediation by Asset OR Remediation by Product is allowed.
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Once the above details are selected, click on Save.
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There is an option to Edit, Delete and Set as default for the Notification Rules using the Action column. The listed Notification Rule can be edited and deleted as needed.
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For setting the created Event as default, select the option Set as Default.
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To confirm the Set as default action, select Yes or No in the confirmation dialogue box..
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Once the event is set to default, under Is Default column the status can be seen.
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Integration Profile
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Users will be able to set notification rules from integrations right away for conditions listed under it. |
Under the Integration Profile, click on +Add to add the Integration Rule.
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Enter the Name, Select the credential and fill out all of the required fields in the Integration Parameters.
Once the below details are provided, click on Save.
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There is an option to Edit, Delete and Set as default under the Integration Rules using the Action column. The listed Integration Rule can be edited or deleted as needed.
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For setting the newly created Event as the default, select the option Set as Default.
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To confirm the Set as default action, select Yes or No in the confirmation dialogue box.
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Manage Company Mapping
Choose Manage Company Mapping.
Choose SyncroMSP Credentials from the dropdown and click on + Add to add Integration Mapping for specific companies.
In New Company Mapping, choose the SyncroMSP Credential of your choice from the dropdown.
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Credentials which are listed. (These are to be added under Integration section for SyncroMSP).
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One of these two options could be selected,
🔸 Import Companies from SyncroMSP:- To import multiple companies listed under SyncroMSP to CyberCNS at a time.
🔹 Map Existing Company to a SyncroMSP company:- To map an existing company in CyberCNS to the existing company under SyncroMSP company.
To import multiple companies from SyncroMSP, choose Import Companies from SyncroMSP, and click on Next.
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In the below image, the company can be searched in the below image using the search option given.
The Page value Page Size shows the rows per page that can be displayed for search results and the Page shows the number of pages that can be displayed as for a search result.
Click on Get Companies to show the list of the companies as requested in the search column.
Once searched as per the choice or the requirement it displays the search result in the Select Companies dropdown.
In case you want to manually search the company, you can simply click on the drop-down of SyncroMSP Companies and it will list all companies available under SyncroMSP.
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Once the company is selected, it shows as an additional entry below. It can be deleted or click on Next to proceed further.
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Now click on Finish to import all the selected SyncroMSP companies. This completes importing companies list from SyncroMSP.
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Click on +Add to Map Existing Company to SyncroMSP company.
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In case the local company is already created in CyberCNS is to be mapped with SyncroMSP company, then select Map Existing Company to a SyncroMSP company and click on Next.
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As shown in the below image, select the Local company and SyncroMSP company by using a dropdown or with the search bar as per the requirement.
Once the company is selected click on ‘Add' to select the company and click on Finish to map all the selected SyncroMSP companies.
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In the below image, selected companies can be seen with the
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Please choose/select No Notification option only if no notifications are required using this integration and click Add.
Once all the fields are provided, click on Finish.
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Selected companies are shown in the image below, along with details such as Existing Company Name, Company Name, and Mapped Date.
There is an option to Delete Using the Action column, you can delete the integration mapping using the Action column. Any company mapping can be deleted if needed.
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Confirmation of Delete will be asked. In the Delete message Dialog Box click on Yes to remove the company from the mapping list.
Notification Rules
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Users will be able to set notification rules from integrations right away for conditions listed under it. |
Navigate to Notification Rules under an integration selected.
Enter the Rule Name and select the Company Name as required.
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Once the company is selected, please click on Next.
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Select the Event as required and click on Next.
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Once you have chosen the Events, choose the appropriate subtype of that Event.
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Select the credential and fill out all of the required fields in the Integration Parameters.
Once the below details are provided, click on Save.
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There is an option to Edit and Delete the Notification Rules using the Action column. Listed Notification Rule can be edited and deleted if needed.
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removed as and when necessary.
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This completes the documentation of SyncroMSP Integration.