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Navigate to Global Settings(⚙) > Integrations and choose SherpaDesk from the integrations listed.
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It will lead to a page to add credentials for your SherpaDesk Instance. Provide details as requested.
Enter Credentials
Enter Credential Name: Choose a name of your choice for the credentials to be added.
Enter API Key: Enter a SherpaDesk API Key for the credentials to be added.
🔸 How to get the API key in SherpaDesk, refer to this link https://help-desk-migration.com/help/find-api-token-sherpa-desk/.
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The next step is to map local companies in CyberCNS to SherpaDesk companies corresponding to the selected domain.
Company Mapping
In 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 we have a set of Events, that you would like to get notified on. Those events are Agent, Company, Asset, Ports, Remediation, and AD Audit.
Enter the Event Name and select the 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.
To confirm the Set as default action, select Yes or No in the confirmation dialogue box.
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Manage Company Mapping
Click on Manage Company Mapping.
Choose SherpaDesk Sherpadesk Credentials from the dropdown and click on + Add to add Integration Mapping for a specific companies.
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In New Company Mapping, choose the SherpaDesk Credential of your choice from the dropdown.SyncroMSP 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 SherpaDeskSherpadesk:- To import multiple companies listed under SyncroMSP to CyberCNS at a time.
🔹 Map Existing Company to a SherpaDesk Sherpadesk company:- To map an existing company in CyberCNS to the SherpaDesk existing company under SyncroMSP.
To import multiple companies from SherpaDeskSyncroMSP, choose Import Companies from SherpaDeskSyncroMSP, and click on Next.
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In the below image, the company can be searched using the search option given.
The 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 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 SherpaDesk Sherpadesk Companies and it will list all companies available under SherpaDeskSyncroMSP.
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Once the company is selected, it shows as an additional entry below. It can be deleted in case the company mapping selected is incorrect ( you can again follow the search action and select the appropriate company) or click on Next to proceed further.
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Now click on Finish to import all the selected SherpaDesk Sherpadesk companies. This completes importing companies from SherpaDeskSherpadesk.
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Click on +Add to Map Existing Company to Sherpadesk company.
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In case the local company is already created in CyberCNS to be mapped with SherpaDesk Sherpadesk company, then select Map Existing Company to SherpaDesk Sherpadesk company and click on Next.
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As shown in the below image, select the Local company and SherpaDesk Sherpadesk 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 SherpaDesk Sherpadesk companies.
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Please choose/select No Notification option only if no notification 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 the Company Mapping using the Action column. Any mapping can be deleted anytime if needed.
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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. The listed Notification Rule can be edited and deleted if needed.
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This configured integration can be used for appropriate functionality in CyberCNS. |
Using the Action column, you can delete the integration mapping. Any mapping can be removed if necessary.
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This completes the documentation of Sherpadesk Integration.